Next Century Growth Investors as of June 30, 2013
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 172 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
CoStar (CSGP) | 2.8 | $95M | 732k | 129.07 | |
Portfolio Recovery Associates | 2.5 | $82M | 531k | 153.63 | |
stock | 2.5 | $82M | 1.8M | 46.36 | |
Servicenow (NOW) | 2.4 | $81M | 2.0M | 40.39 | |
Ultimate Software | 2.4 | $79M | 675k | 117.29 | |
Guidewire Software (GWRE) | 2.4 | $79M | 1.9M | 42.05 | |
Financial Engines | 2.3 | $77M | 1.7M | 45.59 | |
Advisory Board Company | 2.2 | $73M | 1.3M | 54.65 | |
NetSuite | 2.2 | $73M | 795k | 91.74 | |
Medidata Solutions | 2.1 | $71M | 915k | 77.45 | |
Infoblox | 2.0 | $67M | 2.3M | 29.26 | |
IPG Photonics Corporation (IPGP) | 2.0 | $66M | 1.1M | 60.73 | |
Chart Industries (GTLS) | 1.9 | $64M | 681k | 94.09 | |
MasTec (MTZ) | 1.8 | $61M | 1.8M | 32.90 | |
Centene Corporation (CNC) | 1.8 | $59M | 1.1M | 52.46 | |
Imperva | 1.8 | $59M | 1.3M | 45.04 | |
Chuys Hldgs (CHUY) | 1.7 | $56M | 1.5M | 38.34 | |
Old Dominion Freight Line (ODFL) | 1.7 | $55M | 1.3M | 41.62 | |
BE Aerospace | 1.6 | $52M | 826k | 63.08 | |
Cornerstone Ondemand | 1.5 | $50M | 1.2M | 43.29 | |
Meritage Homes Corporation (MTH) | 1.5 | $49M | 1.1M | 43.36 | |
Abiomed | 1.4 | $47M | 2.2M | 21.56 | |
Ryland | 1.4 | $46M | 1.2M | 40.10 | |
Grand Canyon Education (LOPE) | 1.4 | $46M | 1.4M | 32.23 | |
Angie's List | 1.4 | $46M | 1.7M | 26.55 | |
Concur Technologies | 1.4 | $45M | 556k | 81.38 | |
Fairway Group Holdings | 1.3 | $44M | 1.8M | 24.17 | |
Buffalo Wild Wings | 1.2 | $42M | 423k | 98.16 | |
Cynosure | 1.2 | $42M | 1.6M | 25.98 | |
H&E Equipment Services (HEES) | 1.2 | $40M | 1.9M | 21.07 | |
Annie's | 1.2 | $40M | 927k | 42.74 | |
Endologix | 1.2 | $39M | 2.9M | 13.28 | |
Lumber Liquidators Holdings (LL) | 1.1 | $36M | 467k | 77.87 | |
Dex (DXCM) | 1.1 | $36M | 1.6M | 22.45 | |
Tableau Software Inc Cl A | 0.9 | $31M | 557k | 55.42 | |
Stratasys (SSYS) | 0.9 | $31M | 366k | 83.74 | |
Insulet Corporation (PODD) | 0.9 | $29M | 916k | 31.41 | |
Tile Shop Hldgs (TTSH) | 0.8 | $28M | 977k | 28.96 | |
SPS Commerce (SPSC) | 0.8 | $27M | 497k | 55.00 | |
Kansas City Southern | 0.8 | $27M | 253k | 105.96 | |
Fresh Market | 0.8 | $27M | 544k | 49.72 | |
HealthStream (HSTM) | 0.8 | $26M | 1.0M | 25.32 | |
BioScrip | 0.8 | $26M | 1.6M | 16.50 | |
NPS Pharmaceuticals | 0.7 | $24M | 1.6M | 15.10 | |
Homeaway | 0.7 | $23M | 698k | 32.34 | |
Under Armour (UAA) | 0.7 | $22M | 375k | 59.71 | |
J.B. Hunt Transport Services (JBHT) | 0.7 | $22M | 305k | 72.24 | |
D Tumi Holdings | 0.6 | $21M | 865k | 24.00 | |
Sourcefire | 0.6 | $20M | 362k | 55.55 | |
Trulia | 0.6 | $20M | 647k | 31.09 | |
Cepheid | 0.6 | $20M | 571k | 34.42 | |
Aspen Technology | 0.6 | $19M | 645k | 28.79 | |
Acadia Healthcare (ACHC) | 0.6 | $19M | 568k | 33.07 | |
Hexcel Corporation (HXL) | 0.6 | $18M | 537k | 34.05 | |
OpenTable | 0.6 | $18M | 288k | 63.95 | |
Catamaran | 0.6 | $18M | 376k | 48.72 | |
Five Below (FIVE) | 0.6 | $18M | 500k | 36.76 | |
D.R. Horton (DHI) | 0.5 | $18M | 836k | 21.28 | |
Shutterfly | 0.5 | $18M | 319k | 55.79 | |
Conn's (CONN) | 0.5 | $18M | 340k | 51.76 | |
Francescas Hldgs Corp | 0.5 | $17M | 622k | 27.79 | |
Astronics Corporation (ATRO) | 0.5 | $17M | 413k | 40.87 | |
Proofpoint | 0.5 | $17M | 688k | 24.23 | |
Team Health Holdings | 0.5 | $16M | 393k | 41.07 | |
Chicago Bridge & Iron Company | 0.5 | $16M | 267k | 59.66 | |
Lennar Corporation (LEN) | 0.5 | $16M | 431k | 36.04 | |
Noodles & Co (NDLS) | 0.5 | $16M | 425k | 36.75 | |
Gogo (GOGO) | 0.5 | $16M | 1.1M | 13.97 | |
ITC Holdings | 0.5 | $15M | 168k | 91.30 | |
Rally Software Development | 0.4 | $14M | 574k | 24.82 | |
Encore Capital (ECPG) | 0.4 | $14M | 425k | 33.11 | |
Geospace Technologies (GEOS) | 0.4 | $14M | 197k | 69.08 | |
Workday Inc cl a (WDAY) | 0.4 | $14M | 215k | 64.09 | |
Akorn | 0.4 | $13M | 991k | 13.52 | |
inContact, Inc . | 0.4 | $13M | 1.5M | 8.22 | |
M/I Homes (MHO) | 0.4 | $12M | 516k | 22.96 | |
Fleetmatics | 0.3 | $11M | 340k | 33.23 | |
Salix Pharmaceuticals | 0.3 | $11M | 166k | 66.14 | |
Qlik Technologies | 0.3 | $11M | 393k | 28.27 | |
Shutterstock (SSTK) | 0.3 | $10M | 185k | 55.78 | |
Graham Corporation (GHM) | 0.3 | $9.6M | 321k | 30.03 | |
NCI Building Systems | 0.3 | $9.8M | 638k | 15.29 | |
Textura | 0.3 | $9.7M | 371k | 26.01 | |
Pandora Media | 0.3 | $9.4M | 509k | 18.40 | |
Yelp Inc cl a (YELP) | 0.3 | $9.2M | 264k | 34.77 | |
Channeladvisor | 0.3 | $9.2M | 583k | 15.73 | |
Marlin Business Services | 0.3 | $9.1M | 400k | 22.78 | |
Market Leader | 0.3 | $8.6M | 800k | 10.70 | |
Stamps | 0.2 | $8.4M | 214k | 39.39 | |
Visa (V) | 0.2 | $8.0M | 44k | 182.75 | |
priceline.com Incorporated | 0.2 | $7.9M | 9.5k | 827.07 | |
On Assignment | 0.2 | $7.8M | 293k | 26.72 | |
Interactive Intelligence Group | 0.2 | $8.0M | 154k | 51.60 | |
Natural Grocers By Vitamin C (NGVC) | 0.2 | $7.9M | 256k | 31.00 | |
MasterCard Incorporated (MA) | 0.2 | $7.8M | 14k | 574.46 | |
Boeing Company (BA) | 0.2 | $7.6M | 74k | 102.44 | |
Precision Castparts | 0.2 | $7.8M | 34k | 225.99 | |
Amazon (AMZN) | 0.2 | $7.6M | 27k | 277.66 | |
salesforce (CRM) | 0.2 | $7.6M | 200k | 38.18 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $7.5M | 75k | 100.15 | |
8x8 (EGHT) | 0.2 | $7.7M | 933k | 8.24 | |
Ralph Lauren Corp (RL) | 0.2 | $7.5M | 43k | 173.74 | |
Starbucks Corporation (SBUX) | 0.2 | $7.4M | 112k | 65.49 | |
athenahealth | 0.2 | $7.3M | 87k | 84.71 | |
Tri Pointe Homes (TPH) | 0.2 | $7.2M | 435k | 16.58 | |
Apogee Enterprises (APOG) | 0.2 | $6.9M | 289k | 24.00 | |
Michael Kors Holdings | 0.2 | $7.0M | 114k | 62.01 | |
Qualys (QLYS) | 0.2 | $7.0M | 436k | 16.12 | |
Costco Wholesale Corporation (COST) | 0.2 | $6.6M | 60k | 110.56 | |
Union Pacific Corporation (UNP) | 0.2 | $6.5M | 42k | 154.28 | |
eBay (EBAY) | 0.2 | $6.6M | 128k | 51.72 | |
0.2 | $6.8M | 7.7k | 880.31 | ||
Cardiovascular Systems | 0.2 | $6.5M | 308k | 21.20 | |
RigNet | 0.2 | $6.8M | 267k | 25.48 | |
Palo Alto Networks (PANW) | 0.2 | $6.7M | 160k | 42.16 | |
Realogy Hldgs (HOUS) | 0.2 | $6.6M | 138k | 48.04 | |
Model N (MODN) | 0.2 | $6.7M | 286k | 23.36 | |
American Woodmark Corporation (AMWD) | 0.2 | $6.3M | 180k | 34.70 | |
Hovnanian Enterprises | 0.2 | $6.2M | 1.1M | 5.61 | |
Virtusa Corporation | 0.2 | $6.4M | 291k | 22.16 | |
Ints Intl | 0.2 | $6.5M | 301k | 21.53 | |
Epam Systems (EPAM) | 0.2 | $6.2M | 226k | 27.18 | |
PROS Holdings (PRO) | 0.2 | $6.0M | 201k | 29.95 | |
Diversified Restaurant Holdi | 0.2 | $5.9M | 739k | 7.96 | |
Gilead Sciences (GILD) | 0.2 | $5.7M | 111k | 51.21 | |
Fastenal Company (FAST) | 0.2 | $5.8M | 127k | 45.85 | |
Celgene Corporation | 0.2 | $5.7M | 48k | 116.90 | |
Las Vegas Sands (LVS) | 0.1 | $5.1M | 96k | 52.93 | |
Novo Nordisk A/S (NVO) | 0.1 | $5.1M | 33k | 154.94 | |
Broadcom Corporation | 0.1 | $4.9M | 146k | 33.76 | |
Rentrak Corporation | 0.1 | $5.0M | 252k | 20.07 | |
D Fluidigm Corp Del (LAB) | 0.1 | $4.9M | 281k | 17.46 | |
Fiesta Restaurant | 0.1 | $4.8M | 141k | 34.39 | |
Fluor Corporation (FLR) | 0.1 | $4.8M | 81k | 59.31 | |
Servicesource | 0.1 | $4.6M | 495k | 9.32 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $4.3M | 68k | 62.61 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $4.4M | 96k | 45.55 | |
Paccar (PCAR) | 0.1 | $4.4M | 83k | 53.65 | |
Equinix | 0.1 | $4.3M | 23k | 184.69 | |
Spectranetics Corporation | 0.1 | $4.3M | 231k | 18.68 | |
Envestnet (ENV) | 0.1 | $4.3M | 176k | 24.60 | |
Body Central Acquisition Corporation | 0.1 | $4.4M | 333k | 13.32 | |
Ligand Pharmaceuticals In (LGND) | 0.1 | $4.2M | 112k | 37.42 | |
eGain Communications Corporation (EGAN) | 0.1 | $4.3M | 448k | 9.62 | |
Humana (HUM) | 0.1 | $4.2M | 49k | 84.38 | |
Chipotle Mexican Grill (CMG) | 0.1 | $4.0M | 11k | 364.31 | |
MiMedx (MDXG) | 0.1 | $4.1M | 587k | 7.06 | |
Move | 0.1 | $4.0M | 315k | 12.82 | |
Netflix (NFLX) | 0.1 | $3.2M | 15k | 211.04 | |
Blackhawk Network Hldgs Inc cl a | 0.1 | $3.2M | 140k | 23.20 | |
Whole Foods Market | 0.1 | $3.1M | 61k | 51.47 | |
Alexion Pharmaceuticals | 0.1 | $3.0M | 32k | 92.23 | |
Marketo | 0.1 | $2.5M | 100k | 24.87 | |
FedEx Corporation (FDX) | 0.1 | $2.2M | 22k | 98.56 | |
Illumina (ILMN) | 0.1 | $2.2M | 29k | 74.82 | |
Linkedin Corp | 0.1 | $2.2M | 12k | 178.29 | |
Schlumberger (SLB) | 0.1 | $2.1M | 30k | 71.65 | |
Biogen Idec (BIIB) | 0.1 | $2.0M | 9.2k | 215.10 | |
2060000 Power Solutions International (PSIX) | 0.1 | $1.9M | 56k | 33.58 | |
Cyan | 0.1 | $2.1M | 197k | 10.45 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $1.8M | 8.0k | 224.84 | |
Tractor Supply Company (TSCO) | 0.0 | $884k | 7.5k | 117.48 | |
Panera Bread Company | 0.0 | $658k | 3.5k | 185.67 | |
O'reilly Automotive (ORLY) | 0.0 | $613k | 5.4k | 112.56 | |
Qualcomm (QCOM) | 0.0 | $242k | 4.0k | 61.05 | |
Lululemon Athletica (LULU) | 0.0 | $217k | 3.3k | 65.34 | |
F5 Networks (FFIV) | 0.0 | $365k | 5.3k | 68.67 | |
American Tower Reit (AMT) | 0.0 | $214k | 2.9k | 72.96 | |
CarMax (KMX) | 0.0 | $45k | 986.00 | 45.64 | |
Kinder Morgan Mgmt Llc Frac Sh | 0.0 | $0 | 93k | 0.00 | |
Tripadvisor (TRIP) | 0.0 | $25k | 416.00 | 60.10 | |
Magnum Hunter Resources Wt | 0.0 | $9.3k | 71k | 0.13 |