Next Century Growth Investors as of June 30, 2014
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 181 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pacira Pharmaceuticals (PCRX) | 2.9 | $89M | 968k | 91.86 | |
Centene Corporation (CNC) | 2.5 | $79M | 1.0M | 75.61 | |
Insulet Corporation (PODD) | 2.3 | $71M | 1.8M | 39.67 | |
Ultimate Software | 2.2 | $70M | 508k | 138.17 | |
Servicenow (NOW) | 2.0 | $63M | 1.0M | 61.96 | |
Financial Engines | 1.9 | $58M | 1.3M | 45.28 | |
H&E Equipment Services (HEES) | 1.9 | $58M | 1.6M | 36.34 | |
Advisory Board Company | 1.8 | $56M | 1.1M | 51.80 | |
stock | 1.8 | $55M | 996k | 55.33 | |
Old Dominion Freight Line (ODFL) | 1.7 | $54M | 845k | 63.68 | |
Retailmenot | 1.7 | $52M | 1.9M | 26.61 | |
Epam Systems (EPAM) | 1.6 | $52M | 1.2M | 43.75 | |
Demandware | 1.6 | $49M | 713k | 69.37 | |
Cardiovascular Systems | 1.6 | $48M | 1.5M | 31.16 | |
Granite Construction (GVA) | 1.5 | $48M | 1.3M | 35.98 | |
Marketo | 1.5 | $47M | 1.6M | 29.08 | |
Shutterstock (SSTK) | 1.5 | $47M | 562k | 82.98 | |
Chuys Hldgs (CHUY) | 1.4 | $45M | 1.2M | 36.30 | |
Tableau Software Inc Cl A | 1.4 | $45M | 628k | 71.33 | |
Abiomed | 1.4 | $43M | 1.7M | 25.14 | |
Cornerstone Ondemand | 1.4 | $42M | 914k | 46.02 | |
Acadia Healthcare (ACHC) | 1.4 | $42M | 924k | 45.50 | |
Proofpoint | 1.3 | $40M | 1.1M | 37.46 | |
Wageworks | 1.3 | $40M | 823k | 48.21 | |
Guidewire Software (GWRE) | 1.2 | $38M | 936k | 40.66 | |
D Fluidigm Corp Del (LAB) | 1.2 | $37M | 1.3M | 29.40 | |
Grand Canyon Education (LOPE) | 1.2 | $36M | 784k | 45.97 | |
NPS Pharmaceuticals | 1.1 | $36M | 1.1M | 33.05 | |
Channeladvisor | 1.1 | $36M | 1.4M | 26.36 | |
Apogee Enterprises (APOG) | 1.1 | $34M | 979k | 34.86 | |
Molina Healthcare (MOH) | 1.1 | $34M | 759k | 44.63 | |
Envestnet (ENV) | 1.1 | $34M | 694k | 48.92 | |
Proto Labs (PRLB) | 1.1 | $34M | 414k | 81.92 | |
HFF | 1.1 | $34M | 904k | 37.19 | |
Buffalo Wild Wings | 1.0 | $32M | 190k | 165.71 | |
Chart Industries (GTLS) | 1.0 | $31M | 374k | 82.74 | |
Fiesta Restaurant | 0.9 | $29M | 618k | 46.41 | |
CoStar (CSGP) | 0.9 | $28M | 178k | 158.17 | |
Portfolio Recovery Associates | 0.9 | $27M | 461k | 59.53 | |
SPS Commerce (SPSC) | 0.9 | $27M | 434k | 63.19 | |
Medidata Solutions | 0.8 | $26M | 610k | 42.81 | |
Aspen Technology | 0.8 | $25M | 540k | 46.40 | |
Hexcel Corporation (HXL) | 0.8 | $25M | 604k | 40.90 | |
Kansas City Southern | 0.8 | $23M | 217k | 107.51 | |
NetSuite | 0.8 | $23M | 270k | 86.88 | |
Yelp Inc cl a (YELP) | 0.7 | $23M | 296k | 76.68 | |
eHealth (EHTH) | 0.7 | $22M | 580k | 37.97 | |
Trex Company (TREX) | 0.7 | $22M | 752k | 28.82 | |
Gentherm (THRM) | 0.7 | $22M | 487k | 44.45 | |
Palo Alto Networks (PANW) | 0.6 | $20M | 239k | 83.85 | |
Nimble Storage | 0.6 | $20M | 648k | 30.72 | |
NCI Building Systems | 0.6 | $20M | 1.0M | 19.43 | |
Under Armour (UAA) | 0.6 | $19M | 323k | 59.49 | |
Xoom | 0.6 | $19M | 727k | 26.36 | |
Benefitfocus | 0.6 | $19M | 406k | 46.22 | |
Tenne | 0.6 | $18M | 278k | 65.70 | |
MasTec (MTZ) | 0.6 | $18M | 588k | 30.82 | |
Novadaq Technologies | 0.6 | $17M | 1.1M | 16.48 | |
Noodles & Co (NDLS) | 0.6 | $18M | 509k | 34.39 | |
Shutterfly | 0.5 | $17M | 391k | 43.06 | |
Homeaway | 0.5 | $17M | 485k | 34.82 | |
Caesar Stone Sdot Yam (CSTE) | 0.5 | $17M | 344k | 49.08 | |
Dex (DXCM) | 0.5 | $17M | 415k | 39.66 | |
Greenbrier Companies (GBX) | 0.5 | $16M | 282k | 57.60 | |
Akorn | 0.5 | $16M | 482k | 33.25 | |
Ligand Pharmaceuticals In (LGND) | 0.5 | $16M | 258k | 62.29 | |
Salix Pharmaceuticals | 0.5 | $15M | 124k | 123.35 | |
Chicago Bridge & Iron Company | 0.5 | $15M | 225k | 68.20 | |
Cepheid | 0.5 | $15M | 319k | 47.94 | |
Team Health Holdings | 0.5 | $15M | 301k | 49.94 | |
J.B. Hunt Transport Services (JBHT) | 0.4 | $14M | 185k | 73.78 | |
Concur Technologies | 0.4 | $13M | 136k | 93.34 | |
2060000 Power Solutions International (PSIX) | 0.4 | $13M | 176k | 71.97 | |
On Assignment | 0.4 | $12M | 348k | 35.57 | |
Astronics Corporation (ATRO) | 0.4 | $12M | 217k | 56.45 | |
Icg Group | 0.4 | $12M | 581k | 20.88 | |
RigNet | 0.4 | $12M | 221k | 53.82 | |
Qualys (QLYS) | 0.4 | $12M | 457k | 25.67 | |
Lifelock | 0.4 | $12M | 838k | 13.96 | |
Rubicon Proj | 0.4 | $11M | 891k | 12.84 | |
Medivation | 0.4 | $11M | 145k | 77.08 | |
Kona Grill | 0.4 | $11M | 575k | 19.41 | |
Kate Spade & Co | 0.4 | $11M | 298k | 38.14 | |
Cummins (CMI) | 0.3 | $11M | 70k | 154.28 | |
Virtusa Corporation | 0.3 | $11M | 298k | 35.80 | |
Tripadvisor (TRIP) | 0.3 | $11M | 96k | 108.65 | |
salesforce (CRM) | 0.3 | $10M | 177k | 58.08 | |
Workday Inc cl a (WDAY) | 0.3 | $9.5M | 106k | 89.86 | |
MasterCard Incorporated (MA) | 0.3 | $9.3M | 126k | 73.47 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $9.4M | 130k | 72.35 | |
Canadian Solar (CSIQ) | 0.3 | $9.4M | 300k | 31.26 | |
Las Vegas Sands (LVS) | 0.3 | $9.0M | 118k | 76.22 | |
Applied Materials (AMAT) | 0.3 | $9.1M | 403k | 22.55 | |
Varonis Sys (VRNS) | 0.3 | $9.0M | 310k | 29.01 | |
Union Pacific Corporation (UNP) | 0.3 | $8.7M | 87k | 99.75 | |
IPG Photonics Corporation (IPGP) | 0.3 | $8.7M | 126k | 68.80 | |
Graham Corporation (GHM) | 0.3 | $8.7M | 250k | 34.81 | |
Pandora Media | 0.3 | $8.7M | 295k | 29.50 | |
Fireeye | 0.3 | $8.7M | 214k | 40.55 | |
Lgi Homes (LGIH) | 0.3 | $8.7M | 475k | 18.25 | |
Eagle Materials (EXP) | 0.3 | $8.4M | 89k | 94.28 | |
Cognex Corporation (CGNX) | 0.3 | $8.4M | 218k | 38.40 | |
Rentrak Corporation | 0.3 | $8.4M | 161k | 52.45 | |
8x8 (EGHT) | 0.3 | $8.4M | 1.0M | 8.08 | |
Diamondback Energy (FANG) | 0.3 | $8.5M | 96k | 88.79 | |
Schlumberger (SLB) | 0.3 | $8.0M | 68k | 117.95 | |
Gilead Sciences (GILD) | 0.3 | $8.0M | 97k | 82.90 | |
Visa (V) | 0.3 | $8.0M | 38k | 210.71 | |
Fastenal Company (FAST) | 0.3 | $8.1M | 165k | 49.49 | |
priceline.com Incorporated | 0.3 | $8.2M | 6.8k | 1202.95 | |
Syntel | 0.3 | $8.1M | 95k | 85.95 | |
CARBO Ceramics | 0.3 | $8.0M | 52k | 154.11 | |
HEICO Corporation (HEI) | 0.2 | $7.7M | 147k | 51.94 | |
Veeva Sys Inc cl a (VEEV) | 0.2 | $8.0M | 313k | 25.45 | |
Essent (ESNT) | 0.2 | $7.7M | 382k | 20.09 | |
FedEx Corporation (FDX) | 0.2 | $7.3M | 49k | 151.36 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $7.5M | 27k | 282.43 | |
BE Aerospace | 0.2 | $7.6M | 82k | 92.48 | |
MarketAxess Holdings (MKTX) | 0.2 | $7.5M | 139k | 54.05 | |
Costco Wholesale Corporation (COST) | 0.2 | $7.1M | 62k | 115.15 | |
WABCO Holdings | 0.2 | $7.3M | 68k | 106.81 | |
Amazon (AMZN) | 0.2 | $6.9M | 21k | 324.77 | |
Gogo (GOGO) | 0.2 | $6.8M | 348k | 19.56 | |
Fluor Corporation (FLR) | 0.2 | $6.4M | 83k | 76.90 | |
Celgene Corporation | 0.2 | $6.5M | 76k | 85.88 | |
AtriCure (ATRC) | 0.2 | $6.7M | 363k | 18.38 | |
Ints Intl | 0.2 | $6.7M | 295k | 22.68 | |
Planet Payment | 0.2 | $6.5M | 2.3M | 2.84 | |
United Rentals (URI) | 0.2 | $6.1M | 59k | 104.71 | |
Whirlpool Corporation (WHR) | 0.2 | $5.8M | 42k | 139.22 | |
Chipotle Mexican Grill (CMG) | 0.2 | $6.0M | 10k | 592.47 | |
Facebook Inc cl a (META) | 0.2 | $6.0M | 89k | 67.28 | |
Boeing Company (BA) | 0.2 | $5.5M | 44k | 127.22 | |
0.2 | $5.7M | 9.8k | 584.58 | ||
Precision Castparts | 0.2 | $5.6M | 22k | 252.36 | |
F5 Networks (FFIV) | 0.2 | $5.7M | 51k | 111.44 | |
Google Inc Class C | 0.2 | $5.6M | 9.8k | 575.27 | |
Humana (HUM) | 0.2 | $5.3M | 42k | 127.71 | |
Alexion Pharmaceuticals | 0.2 | $5.3M | 34k | 156.24 | |
Builders FirstSource (BLDR) | 0.2 | $5.2M | 694k | 7.48 | |
Linkedin Corp | 0.2 | $5.3M | 31k | 171.45 | |
Del Friscos Restaurant | 0.2 | $5.2M | 190k | 27.56 | |
Zoe's Kitchen | 0.2 | $5.3M | 154k | 34.38 | |
FARO Technologies (FARO) | 0.2 | $5.1M | 104k | 49.11 | |
Manitex International (MNTX) | 0.2 | $4.9M | 303k | 16.24 | |
Supernus Pharmaceuticals (SUPN) | 0.2 | $5.1M | 462k | 10.95 | |
Marcus & Millichap (MMI) | 0.2 | $5.1M | 200k | 25.51 | |
Illumina (ILMN) | 0.1 | $4.7M | 27k | 178.51 | |
M/I Homes (MHO) | 0.1 | $4.7M | 195k | 24.27 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $4.2M | 87k | 48.91 | |
Praxair | 0.1 | $4.3M | 33k | 132.83 | |
Starbucks Corporation (SBUX) | 0.1 | $4.5M | 58k | 77.38 | |
TechTarget (TTGT) | 0.1 | $4.2M | 478k | 8.82 | |
Nanostring Technologies (NSTGQ) | 0.1 | $4.3M | 288k | 14.95 | |
Stock Bldg Supply Hldgs | 0.1 | $4.3M | 216k | 19.73 | |
Oxford Immunotec Global | 0.1 | $4.4M | 260k | 16.83 | |
Amber Road | 0.1 | $4.0M | 248k | 16.13 | |
American Woodmark Corporation (AMWD) | 0.1 | $3.7M | 116k | 31.86 | |
Callidus Software | 0.1 | $3.8M | 319k | 11.94 | |
inContact, Inc . | 0.1 | $3.6M | 395k | 9.19 | |
Q2 Holdings (QTWO) | 0.1 | $3.8M | 264k | 14.26 | |
Apple (AAPL) | 0.1 | $3.3M | 36k | 92.93 | |
Spectranetics Corporation | 0.1 | $3.5M | 153k | 22.87 | |
Adept Technology | 0.1 | $3.5M | 334k | 10.49 | |
Ellie Mae | 0.1 | $3.5M | 112k | 31.12 | |
Tangoe | 0.1 | $3.5M | 230k | 15.06 | |
TASER International | 0.1 | $3.1M | 235k | 13.30 | |
Aerohive Networks | 0.1 | $3.2M | 389k | 8.22 | |
HealthStream (HSTM) | 0.1 | $2.7M | 111k | 24.29 | |
Clearfield (CLFD) | 0.1 | $2.9M | 170k | 16.79 | |
Vanda Pharmaceuticals (VNDA) | 0.1 | $2.0M | 122k | 16.18 | |
MiMedx (MDXG) | 0.1 | $1.5M | 205k | 7.09 | |
Gopro (GPRO) | 0.0 | $1.2M | 29k | 40.55 | |
O'reilly Automotive (ORLY) | 0.0 | $880k | 5.8k | 150.50 | |
Nike (NKE) | 0.0 | $489k | 6.3k | 77.47 | |
BlackRock (BLK) | 0.0 | $271k | 849.00 | 319.20 | |
Tractor Supply Company (TSCO) | 0.0 | $242k | 4.0k | 60.29 | |
Align Technology (ALGN) | 0.0 | $80k | 1.4k | 55.87 | |
Tyler Technologies (TYL) | 0.0 | $30k | 333.00 | 90.09 | |
Towers Watson & Co | 0.0 | $81k | 784.00 | 103.32 | |
Trulia | 0.0 | $92k | 1.9k | 47.25 |