Next Century Growth Investors as of March 31, 2014
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 185 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pacira Pharmaceuticals (PCRX) | 2.5 | $84M | 1.2M | 69.99 | |
Insulet Corporation (PODD) | 2.5 | $82M | 1.7M | 47.42 | |
Financial Engines | 2.4 | $79M | 1.6M | 50.78 | |
Medidata Solutions | 2.3 | $78M | 1.4M | 54.34 | |
Advisory Board Company | 2.3 | $76M | 1.2M | 64.25 | |
Portfolio Recovery Associates | 2.3 | $76M | 1.3M | 57.86 | |
stock | 2.1 | $72M | 1000k | 71.49 | |
Guidewire Software (GWRE) | 2.1 | $70M | 1.4M | 49.05 | |
Servicenow (NOW) | 2.0 | $67M | 1.1M | 59.92 | |
H&E Equipment Services (HEES) | 2.0 | $66M | 1.6M | 40.45 | |
Centene Corporation (CNC) | 1.9 | $65M | 1.0M | 62.25 | |
Old Dominion Freight Line (ODFL) | 1.8 | $61M | 1.1M | 56.74 | |
CoStar (CSGP) | 1.8 | $61M | 326k | 186.74 | |
Ultimate Software | 1.8 | $60M | 438k | 137.00 | |
Chuys Hldgs (CHUY) | 1.7 | $56M | 1.3M | 43.14 | |
Cardiovascular Systems | 1.5 | $52M | 1.6M | 31.79 | |
eHealth (EHTH) | 1.5 | $50M | 974k | 50.80 | |
MasTec (MTZ) | 1.5 | $50M | 1.1M | 43.44 | |
D Fluidigm Corp Del (LAB) | 1.4 | $48M | 1.1M | 44.07 | |
Abiomed | 1.4 | $46M | 1.8M | 26.04 | |
Demandware | 1.4 | $46M | 712k | 64.06 | |
Granite Construction (GVA) | 1.3 | $43M | 1.1M | 39.93 | |
Imperva | 1.3 | $43M | 766k | 55.70 | |
Cornerstone Ondemand | 1.3 | $42M | 884k | 47.87 | |
Retailmenot | 1.2 | $42M | 1.3M | 32.00 | |
Epam Systems (EPAM) | 1.2 | $40M | 1.2M | 32.90 | |
Proto Labs (PRLB) | 1.2 | $40M | 586k | 67.67 | |
Channeladvisor | 1.2 | $39M | 1.0M | 37.74 | |
Marketo | 1.1 | $39M | 1.2M | 32.67 | |
Wageworks | 1.1 | $38M | 673k | 56.11 | |
Grand Canyon Education (LOPE) | 1.1 | $37M | 782k | 46.70 | |
Shutterstock (SSTK) | 1.1 | $36M | 491k | 72.61 | |
Tableau Software Inc Cl A | 1.0 | $34M | 448k | 76.08 | |
Acadia Healthcare (ACHC) | 1.0 | $33M | 739k | 45.12 | |
NPS Pharmaceuticals | 1.0 | $33M | 1.1M | 29.93 | |
Proofpoint | 1.0 | $32M | 867k | 37.08 | |
Buffalo Wild Wings | 0.8 | $29M | 192k | 148.90 | |
SPS Commerce (SPSC) | 0.8 | $28M | 459k | 61.45 | |
Envestnet (ENV) | 0.8 | $28M | 699k | 40.18 | |
Ligand Pharmaceuticals In (LGND) | 0.8 | $28M | 412k | 67.26 | |
Hexcel Corporation (HXL) | 0.8 | $26M | 604k | 43.54 | |
Cvent | 0.7 | $25M | 689k | 36.15 | |
Rocket Fuel | 0.7 | $24M | 552k | 42.88 | |
Chart Industries (GTLS) | 0.7 | $23M | 290k | 79.55 | |
Aspen Technology | 0.7 | $23M | 546k | 42.36 | |
HFF | 0.7 | $22M | 653k | 33.61 | |
Kansas City Southern | 0.7 | $22M | 215k | 102.06 | |
Novadaq Technologies | 0.7 | $22M | 977k | 22.28 | |
Under Armour (UAA) | 0.6 | $22M | 188k | 114.64 | |
Gigamon | 0.6 | $22M | 706k | 30.39 | |
Nimble Storage | 0.6 | $21M | 546k | 37.89 | |
Noodles & Co (NDLS) | 0.6 | $21M | 523k | 39.47 | |
Astronics Corporation (ATRO) | 0.6 | $20M | 313k | 63.41 | |
Chicago Bridge & Iron Company | 0.6 | $19M | 223k | 87.15 | |
Dex (DXCM) | 0.6 | $19M | 465k | 41.36 | |
Molina Healthcare (MOH) | 0.6 | $19M | 499k | 37.56 | |
Yelp Inc cl a (YELP) | 0.6 | $19M | 247k | 76.93 | |
HealthStream (HSTM) | 0.5 | $18M | 683k | 26.70 | |
Homeaway | 0.5 | $18M | 479k | 37.67 | |
2060000 Power Solutions International (PSIX) | 0.5 | $18M | 241k | 75.17 | |
NetSuite | 0.5 | $18M | 190k | 94.83 | |
BE Aerospace | 0.5 | $17M | 199k | 86.79 | |
Team Health Holdings | 0.5 | $17M | 381k | 44.75 | |
Shutterfly | 0.5 | $17M | 386k | 42.68 | |
Intrexon | 0.5 | $16M | 608k | 26.29 | |
NCI Building Systems | 0.4 | $14M | 816k | 17.46 | |
RigNet | 0.4 | $14M | 256k | 53.83 | |
Icg Group | 0.4 | $14M | 673k | 20.42 | |
Concur Technologies | 0.4 | $13M | 134k | 99.06 | |
J.B. Hunt Transport Services (JBHT) | 0.4 | $13M | 182k | 71.92 | |
On Assignment | 0.4 | $13M | 343k | 38.59 | |
Fireeye | 0.4 | $13M | 212k | 61.57 | |
Natural Grocers By Vitamin C (NGVC) | 0.4 | $13M | 287k | 43.66 | |
Qualys (QLYS) | 0.4 | $13M | 494k | 25.43 | |
Virtusa Corporation | 0.3 | $12M | 348k | 33.51 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $11M | 168k | 65.74 | |
8x8 (EGHT) | 0.3 | $11M | 1.0M | 10.81 | |
Ints Intl | 0.3 | $11M | 428k | 25.59 | |
Quantum Fuel Sys Technologies | 0.3 | $11M | 1.1M | 9.68 | |
Lifelock | 0.3 | $11M | 638k | 17.11 | |
Kate Spade & Co | 0.3 | $11M | 294k | 37.09 | |
Google Inc Class C | 0.3 | $11M | 9.7k | 1114.42 | |
Akorn | 0.3 | $11M | 476k | 22.00 | |
salesforce (CRM) | 0.3 | $10M | 176k | 57.09 | |
Facebook Inc cl a (META) | 0.3 | $10M | 169k | 60.24 | |
Apogee Enterprises (APOG) | 0.3 | $9.7M | 292k | 33.23 | |
Salix Pharmaceuticals | 0.3 | $9.9M | 96k | 103.60 | |
Kona Grill | 0.3 | $9.6M | 472k | 20.37 | |
Rentrak Corporation | 0.3 | $9.6M | 160k | 60.28 | |
Workday Inc cl a (WDAY) | 0.3 | $9.7M | 106k | 91.42 | |
A10 Networks (ATEN) | 0.3 | $9.7M | 644k | 15.04 | |
MasterCard Incorporated (MA) | 0.3 | $9.4M | 126k | 74.69 | |
Boeing Company (BA) | 0.3 | $9.4M | 75k | 125.48 | |
Gilead Sciences (GILD) | 0.3 | $9.4M | 133k | 70.85 | |
Precision Castparts | 0.3 | $9.3M | 37k | 252.73 | |
Graham Corporation (GHM) | 0.3 | $9.3M | 293k | 31.85 | |
Adept Technology | 0.3 | $9.5M | 499k | 19.00 | |
Interactive Intelligence Group | 0.3 | $9.4M | 130k | 72.50 | |
Lgi Homes (LGIH) | 0.3 | $9.5M | 550k | 17.25 | |
Palo Alto Networks (PANW) | 0.3 | $9.2M | 134k | 68.59 | |
Textura | 0.3 | $9.0M | 357k | 25.21 | |
HEICO Corporation (HEI) | 0.3 | $8.7M | 145k | 60.16 | |
IPG Photonics Corporation (IPGP) | 0.3 | $8.8M | 124k | 71.08 | |
Pandora Media | 0.3 | $8.8M | 291k | 30.32 | |
Apple (AAPL) | 0.2 | $8.3M | 16k | 536.73 | |
Syntel | 0.2 | $8.4M | 93k | 89.90 | |
Cepheid | 0.2 | $8.4M | 162k | 51.58 | |
Clearfield (CLFD) | 0.2 | $8.3M | 360k | 23.09 | |
Xoom | 0.2 | $8.3M | 427k | 19.52 | |
Essent (ESNT) | 0.2 | $8.5M | 377k | 22.46 | |
Union Pacific Corporation (UNP) | 0.2 | $8.1M | 43k | 187.66 | |
Las Vegas Sands (LVS) | 0.2 | $8.0M | 99k | 80.78 | |
Visa (V) | 0.2 | $8.2M | 38k | 215.86 | |
priceline.com Incorporated | 0.2 | $8.0M | 6.7k | 1191.87 | |
Amazon (AMZN) | 0.2 | $8.1M | 24k | 336.50 | |
MarketAxess Holdings (MKTX) | 0.2 | $8.1M | 137k | 59.21 | |
Medivation | 0.2 | $8.1M | 126k | 64.37 | |
F5 Networks (FFIV) | 0.2 | $8.1M | 76k | 106.62 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $7.9M | 26k | 300.27 | |
Cognex Corporation (CGNX) | 0.2 | $7.3M | 215k | 33.86 | |
Builders FirstSource (BLDR) | 0.2 | $7.3M | 803k | 9.11 | |
Fiesta Restaurant | 0.2 | $7.5M | 165k | 45.59 | |
2u (TWOU) | 0.2 | $7.5M | 552k | 13.65 | |
Canadian Solar (CSIQ) | 0.2 | $7.2M | 223k | 32.04 | |
athenahealth | 0.2 | $7.1M | 45k | 160.23 | |
Ralph Lauren Corp (RL) | 0.2 | $7.2M | 45k | 160.93 | |
Gogo (GOGO) | 0.2 | $7.0M | 343k | 20.54 | |
Benefitfocus | 0.2 | $7.1M | 151k | 46.97 | |
Costco Wholesale Corporation (COST) | 0.2 | $6.9M | 62k | 111.68 | |
TASER International | 0.2 | $6.7M | 368k | 18.29 | |
Nanostring Technologies (NSTGQ) | 0.2 | $6.9M | 332k | 20.65 | |
Veeva Sys Inc cl a (VEEV) | 0.2 | $6.9M | 258k | 26.70 | |
FedEx Corporation (FDX) | 0.2 | $6.4M | 48k | 132.55 | |
Cummins (CMI) | 0.2 | $6.2M | 42k | 148.99 | |
Whirlpool Corporation (WHR) | 0.2 | $6.2M | 42k | 149.46 | |
Fluor Corporation (FLR) | 0.2 | $6.4M | 83k | 77.72 | |
Medicines Company | 0.2 | $6.1M | 216k | 28.42 | |
AtriCure (ATRC) | 0.2 | $5.9M | 314k | 18.81 | |
E2open | 0.2 | $6.2M | 262k | 23.57 | |
Oxford Immunotec Global | 0.2 | $6.0M | 301k | 20.07 | |
Chipotle Mexican Grill (CMG) | 0.2 | $5.8M | 10k | 567.96 | |
Linkedin Corp | 0.2 | $5.7M | 31k | 184.93 | |
Planet Payment | 0.2 | $5.9M | 2.1M | 2.74 | |
Tripadvisor (TRIP) | 0.2 | $5.7M | 63k | 90.58 | |
Celgene Corporation | 0.2 | $5.3M | 38k | 139.57 | |
Spectranetics Corporation | 0.2 | $5.4M | 177k | 30.31 | |
Varonis Sys (VRNS) | 0.2 | $5.4M | 150k | 35.76 | |
American Woodmark Corporation (AMWD) | 0.1 | $4.9M | 146k | 33.66 | |
M/I Homes (MHO) | 0.1 | $5.1M | 229k | 22.42 | |
Alexion Pharmaceuticals | 0.1 | $5.1M | 34k | 152.11 | |
Tangoe | 0.1 | $4.9M | 266k | 18.59 | |
Stock Bldg Supply Hldgs | 0.1 | $5.1M | 250k | 20.32 | |
Humana (HUM) | 0.1 | $4.7M | 42k | 112.72 | |
Cynosure | 0.1 | $4.8M | 162k | 29.30 | |
Callidus Software | 0.1 | $4.6M | 369k | 12.52 | |
Marlin Business Services | 0.1 | $4.6M | 220k | 20.81 | |
Marcus & Millichap (MMI) | 0.1 | $4.8M | 270k | 17.84 | |
Aerohive Networks | 0.1 | $4.7M | 450k | 10.55 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $4.4M | 86k | 50.61 | |
Praxair | 0.1 | $4.2M | 32k | 130.97 | |
Starbucks Corporation (SBUX) | 0.1 | $4.2M | 58k | 73.37 | |
PowerSecure International | 0.1 | $4.4M | 187k | 23.44 | |
inContact, Inc . | 0.1 | $4.4M | 458k | 9.60 | |
Annie's | 0.1 | $4.5M | 112k | 40.19 | |
Q2 Holdings (QTWO) | 0.1 | $4.5M | 290k | 15.53 | |
Amber Road | 0.1 | $4.4M | 285k | 15.40 | |
Illumina (ILMN) | 0.1 | $3.9M | 26k | 148.64 | |
PROS Holdings (PRO) | 0.1 | $4.1M | 130k | 31.51 | |
Schlumberger (SLB) | 0.1 | $3.0M | 31k | 97.49 | |
Biogen Idec (BIIB) | 0.1 | $3.0M | 9.6k | 305.83 | |
Netflix (NFLX) | 0.1 | $3.0M | 8.6k | 352.00 | |
ARC GROUP Worldwide (RMTO) | 0.1 | $2.8M | 82k | 34.33 | |
O'reilly Automotive (ORLY) | 0.0 | $867k | 5.8k | 148.28 | |
Rockwell Medical Technologies | 0.0 | $1.2M | 92k | 12.66 | |
United Rentals (URI) | 0.0 | $785k | 8.3k | 94.84 | |
Barrett Business Services (BBSI) | 0.0 | $619k | 10k | 59.51 | |
BlackRock (BLK) | 0.0 | $266k | 849.00 | 313.31 | |
Tractor Supply Company (TSCO) | 0.0 | $283k | 4.0k | 70.50 | |
eBay (EBAY) | 0.0 | $259k | 4.7k | 55.04 | |
Nike (NKE) | 0.0 | $240k | 3.3k | 73.69 | |
WABCO Holdings | 0.0 | $33k | 322.00 | 102.48 | |
Align Technology (ALGN) | 0.0 | $74k | 1.4k | 51.68 | |
Tyler Technologies (TYL) | 0.0 | $27k | 333.00 | 81.08 | |
Towers Watson & Co | 0.0 | $111k | 979.00 | 113.38 | |
Magnum Hunter Resources Wt | 0.0 | $0 | 13k | 0.00 |