Next Century Growth Investors as of Sept. 30, 2014
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 184 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Centene Corporation (CNC) | 3.0 | $84M | 1.0M | 82.71 | |
Pacira Pharmaceuticals (PCRX) | 2.6 | $75M | 768k | 96.92 | |
Insulet Corporation (PODD) | 2.3 | $65M | 1.8M | 36.85 | |
H&E Equipment Services (HEES) | 2.2 | $64M | 1.6M | 40.28 | |
Old Dominion Freight Line (ODFL) | 2.1 | $59M | 839k | 70.64 | |
Ultimate Software | 2.1 | $59M | 416k | 141.51 | |
Shutterstock (SSTK) | 1.9 | $54M | 760k | 71.38 | |
Greenbrier Companies (GBX) | 1.9 | $53M | 727k | 73.38 | |
Servicenow (NOW) | 1.8 | $51M | 872k | 58.78 | |
Fiesta Restaurant | 1.8 | $50M | 1.0M | 49.68 | |
Granite Construction (GVA) | 1.6 | $46M | 1.4M | 31.81 | |
Epam Systems (EPAM) | 1.6 | $46M | 1.0M | 43.79 | |
Acadia Healthcare (ACHC) | 1.6 | $45M | 918k | 48.50 | |
Pra (PRAA) | 1.5 | $43M | 815k | 52.23 | |
Eagle Materials (EXP) | 1.5 | $42M | 410k | 101.83 | |
Guidewire Software (GWRE) | 1.4 | $41M | 924k | 44.34 | |
Akorn | 1.4 | $40M | 1.1M | 36.27 | |
Proofpoint | 1.4 | $39M | 1.0M | 37.14 | |
Apogee Enterprises (APOG) | 1.4 | $38M | 965k | 39.80 | |
Chuys Hldgs (CHUY) | 1.4 | $38M | 1.2M | 31.39 | |
Marketo | 1.4 | $38M | 1.2M | 32.30 | |
Wageworks | 1.3 | $37M | 814k | 45.53 | |
D Fluidigm Corp Del (LAB) | 1.3 | $37M | 1.5M | 24.50 | |
NCI Building Systems | 1.3 | $36M | 1.8M | 19.40 | |
Cardiovascular Systems | 1.2 | $35M | 1.5M | 23.63 | |
Financial Engines | 1.2 | $34M | 993k | 34.21 | |
Yelp Inc cl a (YELP) | 1.2 | $33M | 487k | 68.25 | |
Salix Pharmaceuticals | 1.2 | $33M | 210k | 156.24 | |
Tableau Software Inc Cl A | 1.2 | $33M | 452k | 72.65 | |
Molina Healthcare (MOH) | 1.1 | $32M | 757k | 42.30 | |
Envestnet (ENV) | 1.1 | $31M | 693k | 45.00 | |
Trex Company (TREX) | 1.1 | $31M | 884k | 34.57 | |
HFF | 1.1 | $30M | 1.0M | 28.95 | |
Demandware | 1.0 | $29M | 575k | 50.92 | |
Abiomed | 1.0 | $29M | 1.2M | 24.83 | |
Proto Labs (PRLB) | 1.0 | $28M | 411k | 69.00 | |
NPS Pharmaceuticals | 1.0 | $28M | 1.1M | 26.00 | |
CoStar (CSGP) | 1.0 | $27M | 175k | 155.54 | |
Kansas City Southern | 0.9 | $26M | 217k | 121.20 | |
Knight Transportation | 0.9 | $26M | 932k | 27.39 | |
Caesar Stone Sdot Yam (CSTE) | 0.8 | $24M | 463k | 51.68 | |
Ligand Pharmaceuticals In (LGND) | 0.8 | $23M | 489k | 46.99 | |
SPS Commerce (SPSC) | 0.8 | $23M | 426k | 53.15 | |
Under Armour (UAA) | 0.8 | $22M | 325k | 69.10 | |
Buffalo Wild Wings | 0.8 | $22M | 167k | 134.27 | |
Diamondback Energy (FANG) | 0.8 | $23M | 301k | 74.78 | |
Dex (DXCM) | 0.8 | $22M | 549k | 39.99 | |
Gentherm (THRM) | 0.8 | $22M | 514k | 42.23 | |
Spectranetics Corporation | 0.7 | $20M | 754k | 26.57 | |
Shutterfly | 0.7 | $19M | 386k | 48.74 | |
NetSuite | 0.7 | $19M | 206k | 89.54 | |
Medivation | 0.6 | $18M | 177k | 98.87 | |
Team Health Holdings | 0.6 | $17M | 297k | 57.99 | |
Xoom | 0.6 | $17M | 782k | 21.95 | |
Homeaway | 0.6 | $17M | 479k | 35.50 | |
Restoration Hardware Hldgs I | 0.6 | $17M | 209k | 79.55 | |
Nimble Storage | 0.6 | $17M | 639k | 25.97 | |
Zoe's Kitchen | 0.6 | $16M | 529k | 30.76 | |
Grand Canyon Education (LOPE) | 0.6 | $16M | 386k | 40.77 | |
G-III Apparel (GIII) | 0.6 | $16M | 190k | 82.86 | |
Rsp Permian | 0.6 | $16M | 619k | 25.56 | |
Lifelock | 0.6 | $16M | 1.1M | 14.29 | |
Canadian Solar (CSIQ) | 0.5 | $15M | 431k | 35.77 | |
Cavium | 0.5 | $15M | 308k | 49.73 | |
Palo Alto Networks (PANW) | 0.5 | $15M | 155k | 98.10 | |
Aspen Technology | 0.5 | $15M | 395k | 37.72 | |
Novadaq Technologies | 0.5 | $15M | 1.2M | 12.69 | |
Meritage Homes Corporation (MTH) | 0.5 | $14M | 395k | 35.50 | |
Rubicon Proj | 0.5 | $14M | 1.2M | 11.73 | |
Cepheid | 0.5 | $14M | 315k | 44.03 | |
J.B. Hunt Transport Services (JBHT) | 0.5 | $14M | 183k | 74.05 | |
Tenne | 0.5 | $13M | 251k | 52.31 | |
2060000 Power Solutions International (PSIX) | 0.4 | $12M | 166k | 69.00 | |
Qualys (QLYS) | 0.4 | $11M | 429k | 26.60 | |
IPG Photonics Corporation (IPGP) | 0.4 | $11M | 161k | 68.78 | |
Veeva Sys Inc cl a (VEEV) | 0.4 | $11M | 394k | 28.17 | |
Syntel | 0.4 | $11M | 124k | 87.93 | |
Kona Grill | 0.4 | $11M | 551k | 19.73 | |
Benefitfocus | 0.4 | $11M | 391k | 26.94 | |
Virtusa Corporation | 0.4 | $10M | 286k | 35.56 | |
Rentrak Corporation | 0.3 | $9.6M | 158k | 60.94 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $9.2M | 78k | 118.17 | |
Kate Spade & Co | 0.3 | $9.1M | 345k | 26.23 | |
Actua Corporation | 0.3 | $9.1M | 569k | 16.02 | |
Cognex Corporation (CGNX) | 0.3 | $8.7M | 215k | 40.27 | |
Astronics Corporation (ATRO) | 0.3 | $8.8M | 185k | 47.68 | |
MarketAxess Holdings (MKTX) | 0.3 | $8.5M | 137k | 61.85 | |
EXACT Sciences Corporation (EXAS) | 0.3 | $8.6M | 442k | 19.38 | |
Essent (ESNT) | 0.3 | $8.1M | 377k | 21.41 | |
Lgi Homes (LGIH) | 0.3 | $8.1M | 444k | 18.36 | |
United Rentals (URI) | 0.3 | $8.0M | 72k | 111.09 | |
salesforce (CRM) | 0.3 | $8.0M | 139k | 57.52 | |
Advisory Board Company | 0.3 | $7.9M | 170k | 46.59 | |
8x8 (EGHT) | 0.3 | $7.8M | 1.2M | 6.68 | |
Tripadvisor (TRIP) | 0.3 | $7.6M | 83k | 91.41 | |
MasterCard Incorporated (MA) | 0.3 | $7.4M | 100k | 73.91 | |
Union Pacific Corporation (UNP) | 0.3 | $7.4M | 68k | 108.41 | |
DealerTrack Holdings | 0.3 | $7.4M | 172k | 43.41 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $7.0M | 101k | 69.19 | |
Apple (AAPL) | 0.2 | $7.0M | 69k | 100.74 | |
D.R. Horton (DHI) | 0.2 | $7.1M | 345k | 20.52 | |
Align Technology (ALGN) | 0.2 | $7.0M | 136k | 51.68 | |
Chicago Bridge & Iron Company | 0.2 | $7.1M | 123k | 57.85 | |
Diana Shipping (DSX) | 0.2 | $7.1M | 789k | 8.94 | |
Pandora Media | 0.2 | $7.0M | 291k | 24.16 | |
Facebook Inc cl a (META) | 0.2 | $7.2M | 91k | 79.03 | |
BE Aerospace | 0.2 | $6.8M | 81k | 83.94 | |
Applied Materials (AMAT) | 0.2 | $6.8M | 316k | 21.61 | |
HEICO Corporation (HEI) | 0.2 | $6.8M | 146k | 46.70 | |
Graham Corporation (GHM) | 0.2 | $6.8M | 235k | 28.75 | |
Visa (V) | 0.2 | $6.4M | 30k | 213.36 | |
On Assignment | 0.2 | $6.4M | 240k | 26.85 | |
Varonis Sys (VRNS) | 0.2 | $6.4M | 304k | 21.10 | |
Costco Wholesale Corporation (COST) | 0.2 | $6.1M | 49k | 125.31 | |
FedEx Corporation (FDX) | 0.2 | $6.1M | 38k | 161.43 | |
Gilead Sciences (GILD) | 0.2 | $6.1M | 57k | 106.44 | |
WABCO Holdings | 0.2 | $6.1M | 68k | 90.95 | |
priceline.com Incorporated | 0.2 | $6.2M | 5.3k | 1158.52 | |
BioDelivery Sciences International | 0.2 | $6.2M | 363k | 17.09 | |
TechTarget (TTGT) | 0.2 | $6.1M | 713k | 8.59 | |
Fastenal Company (FAST) | 0.2 | $5.8M | 130k | 44.90 | |
Inphi Corporation | 0.2 | $6.0M | 415k | 14.38 | |
Marcus & Millichap (MMI) | 0.2 | $5.9M | 196k | 30.26 | |
Gogo (GOGO) | 0.2 | $5.8M | 343k | 16.86 | |
Schlumberger (SLB) | 0.2 | $5.4M | 54k | 101.68 | |
Amazon (AMZN) | 0.2 | $5.4M | 17k | 322.41 | |
Chipotle Mexican Grill (CMG) | 0.2 | $5.3M | 7.9k | 666.54 | |
Celgene Corporation | 0.2 | $5.5M | 58k | 94.77 | |
RigNet | 0.2 | $5.3M | 131k | 40.45 | |
DepoMed | 0.2 | $5.0M | 327k | 15.19 | |
FARO Technologies (FARO) | 0.2 | $5.2M | 102k | 50.74 | |
AtriCure (ATRC) | 0.2 | $5.2M | 355k | 14.72 | |
Linkedin Corp | 0.2 | $5.1M | 24k | 207.77 | |
Cummins (CMI) | 0.2 | $4.8M | 37k | 131.97 | |
Netflix (NFLX) | 0.2 | $4.9M | 11k | 451.17 | |
F5 Networks (FFIV) | 0.2 | $4.8M | 40k | 118.72 | |
Ldr Hldg | 0.2 | $4.7M | 151k | 31.13 | |
Fluor Corporation (FLR) | 0.2 | $4.4M | 66k | 66.78 | |
Starbucks Corporation (SBUX) | 0.2 | $4.5M | 60k | 75.46 | |
0.2 | $4.5M | 7.7k | 588.28 | ||
Sirius Xm Holdings (SIRI) | 0.2 | $4.5M | 1.3M | 3.49 | |
Google Inc Class C | 0.2 | $4.4M | 7.7k | 577.34 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $4.2M | 12k | 360.51 | |
Humana (HUM) | 0.1 | $4.1M | 32k | 130.27 | |
Alexion Pharmaceuticals | 0.1 | $4.3M | 26k | 165.80 | |
Workday Inc cl a (WDAY) | 0.1 | $4.3M | 52k | 82.48 | |
Aerohive Networks | 0.1 | $4.4M | 543k | 8.02 | |
Amber Road | 0.1 | $4.2M | 243k | 17.34 | |
Healthequity (HQY) | 0.1 | $4.3M | 237k | 18.31 | |
Planet Payment | 0.1 | $4.0M | 2.1M | 1.96 | |
M/I Homes (MHO) | 0.1 | $3.7M | 184k | 19.82 | |
Callidus Software | 0.1 | $3.8M | 313k | 12.02 | |
Ellie Mae | 0.1 | $3.6M | 110k | 32.60 | |
Q2 Holdings (QTWO) | 0.1 | $3.6M | 259k | 14.00 | |
Polaris Industries (PII) | 0.1 | $3.5M | 23k | 149.77 | |
AMN Healthcare Services (AMN) | 0.1 | $3.3M | 207k | 15.70 | |
Illumina (ILMN) | 0.1 | $3.3M | 20k | 163.92 | |
inContact, Inc . | 0.1 | $3.4M | 387k | 8.69 | |
MiMedx (MDXG) | 0.1 | $3.4M | 475k | 7.13 | |
Channeladvisor | 0.1 | $3.4M | 205k | 16.40 | |
Oxford Immunotec Global | 0.1 | $3.3M | 218k | 15.27 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $3.0M | 68k | 44.77 | |
MarineMax (HZO) | 0.1 | $3.0M | 177k | 16.85 | |
NeoGenomics (NEO) | 0.1 | $3.1M | 603k | 5.21 | |
Ints Intl | 0.1 | $3.1M | 177k | 17.42 | |
Nanostring Technologies (NSTG) | 0.1 | $3.1M | 282k | 10.94 | |
Manitex International (MNTX) | 0.1 | $2.9M | 255k | 11.29 | |
Adeptus Health Inc-class A | 0.1 | $2.7M | 110k | 24.90 | |
Vanda Pharmaceuticals (VNDA) | 0.1 | $2.5M | 243k | 10.38 | |
Alibaba Group Holding (BABA) | 0.1 | $2.4M | 27k | 88.83 | |
Boeing Company (BA) | 0.1 | $2.3M | 18k | 127.37 | |
Covenant Transportation (CVLG) | 0.1 | $1.8M | 100k | 18.58 | |
Reis | 0.1 | $1.3M | 57k | 23.59 | |
Builders FirstSource (BLDR) | 0.0 | $728k | 134k | 5.45 | |
O'reilly Automotive (ORLY) | 0.0 | $879k | 5.8k | 150.33 | |
Nike (NKE) | 0.0 | $563k | 6.3k | 89.20 | |
BlackRock (BLK) | 0.0 | $278k | 849.00 | 327.44 | |
Praxair | 0.0 | $259k | 2.0k | 128.54 | |
Tesla Motors (TSLA) | 0.0 | $229k | 945.00 | 242.33 | |
Tyler Technologies (TYL) | 0.0 | $29k | 333.00 | 87.09 | |
Aruba Networks | 0.0 | $57k | 2.6k | 21.53 | |
Towers Watson & Co | 0.0 | $78k | 784.00 | 99.49 | |
Us Silica Hldgs (SLCA) | 0.0 | $27k | 444.00 | 60.81 | |
stock (SPLK) | 0.0 | $28k | 521.00 | 53.74 |