Next Century Growth Investors as of March 31, 2015
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 198 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Centene Corporation (CNC) | 3.3 | $93M | 1.3M | 70.69 | |
Akorn | 2.7 | $76M | 1.6M | 47.51 | |
Acadia Healthcare (ACHC) | 2.6 | $76M | 1.1M | 71.60 | |
Knight Transportation | 2.2 | $62M | 1.9M | 32.25 | |
D Fluidigm Corp Del (LAB) | 2.0 | $57M | 1.4M | 42.10 | |
Fiesta Restaurant | 1.9 | $55M | 904k | 61.00 | |
Ultimate Software | 1.9 | $55M | 324k | 169.95 | |
Old Dominion Freight Line (ODFL) | 1.8 | $50M | 651k | 77.30 | |
CoStar (CSGP) | 1.6 | $47M | 236k | 197.83 | |
Abiomed | 1.6 | $47M | 651k | 71.58 | |
Pra (PRAA) | 1.6 | $45M | 832k | 54.32 | |
Epam Systems (EPAM) | 1.6 | $44M | 723k | 61.29 | |
Molina Healthcare (MOH) | 1.5 | $43M | 645k | 67.29 | |
Trex Company (TREX) | 1.5 | $42M | 775k | 54.53 | |
Cardiovascular Systems | 1.5 | $42M | 1.1M | 39.04 | |
Granite Construction (GVA) | 1.4 | $41M | 1.2M | 35.14 | |
Guidewire Software (GWRE) | 1.4 | $41M | 775k | 52.61 | |
Proofpoint | 1.3 | $38M | 635k | 59.22 | |
Diplomat Pharmacy | 1.3 | $37M | 1.1M | 34.58 | |
Apogee Enterprises (APOG) | 1.2 | $35M | 812k | 43.20 | |
HFF | 1.2 | $35M | 920k | 37.54 | |
Ldr Hldg | 1.2 | $33M | 902k | 36.64 | |
G-III Apparel (GIII) | 1.1 | $30M | 267k | 112.65 | |
MarketAxess Holdings (MKTX) | 1.1 | $30M | 365k | 82.90 | |
Envestnet (ENV) | 1.1 | $30M | 540k | 56.08 | |
Wageworks | 1.0 | $28M | 528k | 53.33 | |
Spectranetics Corporation | 1.0 | $28M | 792k | 34.76 | |
Eagle Materials (EXP) | 0.9 | $27M | 319k | 83.56 | |
Under Armour (UAA) | 0.9 | $26M | 315k | 80.75 | |
Caesar Stone Sdot Yam (CSTE) | 0.9 | $25M | 415k | 60.71 | |
Tableau Software Inc Cl A | 0.9 | $25M | 273k | 92.52 | |
Ligand Pharmaceuticals In (LGND) | 0.9 | $25M | 320k | 77.11 | |
SPS Commerce (SPSC) | 0.8 | $24M | 355k | 67.10 | |
Marketo | 0.8 | $24M | 929k | 25.62 | |
Greenbrier Companies (GBX) | 0.8 | $24M | 407k | 58.00 | |
Anacor Pharmaceuticals In | 0.8 | $23M | 404k | 57.85 | |
Barracuda Networks | 0.8 | $23M | 599k | 38.47 | |
Pacira Pharmaceuticals (PCRX) | 0.8 | $23M | 256k | 88.85 | |
Medivation | 0.8 | $22M | 172k | 129.07 | |
Virtusa Corporation | 0.8 | $22M | 527k | 41.38 | |
Kansas City Southern | 0.8 | $21M | 209k | 102.08 | |
Servicenow (NOW) | 0.7 | $21M | 265k | 78.78 | |
Zoe's Kitchen | 0.7 | $21M | 620k | 33.29 | |
Gentherm (THRM) | 0.7 | $20M | 398k | 50.51 | |
AMN Healthcare Services (AMN) | 0.7 | $20M | 866k | 23.07 | |
H&E Equipment Services (HEES) | 0.7 | $20M | 801k | 24.99 | |
2060000 Power Solutions International (PSIX) | 0.7 | $20M | 308k | 64.29 | |
Cognex Corporation (CGNX) | 0.7 | $19M | 384k | 49.59 | |
Ambarella (AMBA) | 0.7 | $19M | 251k | 75.71 | |
NetSuite | 0.6 | $18M | 196k | 92.76 | |
Cepheid | 0.6 | $17M | 306k | 56.90 | |
Rentrak Corporation | 0.6 | $17M | 307k | 55.56 | |
DepoMed | 0.6 | $17M | 746k | 22.41 | |
Cavium | 0.6 | $17M | 238k | 70.82 | |
Palo Alto Networks (PANW) | 0.6 | $17M | 114k | 146.07 | |
Paylocity Holding Corporation (PCTY) | 0.6 | $17M | 591k | 28.64 | |
Dex (DXCM) | 0.6 | $16M | 256k | 62.34 | |
Fortinet (FTNT) | 0.6 | $16M | 455k | 34.95 | |
Ellie Mae | 0.6 | $16M | 289k | 55.31 | |
Restoration Hardware Hldgs I | 0.6 | $16M | 161k | 99.19 | |
Insys Therapeutics | 0.6 | $16M | 274k | 58.13 | |
AMAG Pharmaceuticals | 0.6 | $16M | 285k | 54.66 | |
Benefitfocus | 0.6 | $16M | 423k | 36.79 | |
TASER International | 0.5 | $15M | 638k | 24.11 | |
Demandware | 0.5 | $15M | 253k | 60.90 | |
J.B. Hunt Transport Services (JBHT) | 0.5 | $15M | 178k | 85.39 | |
IPG Photonics Corporation (IPGP) | 0.5 | $15M | 162k | 92.70 | |
Manhattan Associates (MANH) | 0.5 | $15M | 299k | 50.61 | |
Skechers USA (SKX) | 0.5 | $15M | 209k | 71.91 | |
Meritage Homes Corporation (MTH) | 0.5 | $15M | 306k | 48.64 | |
Lifelock | 0.5 | $15M | 1.1M | 14.11 | |
Tyler Technologies (TYL) | 0.5 | $15M | 121k | 120.52 | |
Kona Grill | 0.5 | $14M | 494k | 28.42 | |
Trinet (TNET) | 0.5 | $14M | 394k | 35.23 | |
NxStage Medical | 0.5 | $14M | 784k | 17.30 | |
Krispy Kreme Doughnuts | 0.5 | $13M | 670k | 19.99 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $13M | 89k | 150.84 | |
Health Net | 0.5 | $13M | 219k | 60.49 | |
Covenant Transportation (CVLG) | 0.5 | $13M | 393k | 33.16 | |
Rsp Permian | 0.5 | $13M | 522k | 25.19 | |
Abaxis | 0.4 | $12M | 190k | 64.11 | |
DealerTrack Holdings | 0.4 | $12M | 305k | 38.52 | |
Qualys (QLYS) | 0.4 | $12M | 247k | 46.48 | |
TechTarget (TTGT) | 0.3 | $10M | 876k | 11.53 | |
Adeptus Health Inc-class A | 0.3 | $9.9M | 197k | 50.22 | |
D.R. Horton (DHI) | 0.3 | $9.5M | 335k | 28.48 | |
Buffalo Wild Wings | 0.3 | $9.7M | 54k | 181.24 | |
Veeva Sys Inc cl a (VEEV) | 0.3 | $9.8M | 384k | 25.53 | |
NCI Building Systems | 0.3 | $9.5M | 548k | 17.28 | |
Aac Holdings | 0.3 | $9.1M | 298k | 30.58 | |
salesforce (CRM) | 0.3 | $8.9M | 133k | 66.81 | |
Essent (ESNT) | 0.3 | $8.8M | 367k | 23.91 | |
HEICO Corporation (HEI) | 0.3 | $8.6M | 141k | 61.07 | |
LogMeIn | 0.3 | $8.6M | 154k | 55.98 | |
M/a (MTSI) | 0.3 | $8.4M | 226k | 37.26 | |
Actua Corporation | 0.3 | $8.6M | 552k | 15.49 | |
Apple (AAPL) | 0.3 | $8.2M | 66k | 124.42 | |
Amazon (AMZN) | 0.3 | $8.1M | 22k | 372.08 | |
Advisory Board Company | 0.3 | $8.2M | 154k | 53.28 | |
Astronics Corporation (ATRO) | 0.3 | $8.3M | 112k | 73.69 | |
Shutterfly | 0.3 | $8.3M | 184k | 45.24 | |
Homeaway | 0.3 | $8.1M | 270k | 30.17 | |
WABCO Holdings | 0.3 | $8.1M | 66k | 122.88 | |
Humana (HUM) | 0.3 | $7.9M | 45k | 178.01 | |
iGATE Corporation | 0.3 | $8.0M | 187k | 42.66 | |
inContact, Inc . | 0.3 | $7.9M | 723k | 10.90 | |
Team Health Holdings | 0.3 | $8.0M | 137k | 58.51 | |
AtriCure (ATRC) | 0.3 | $8.1M | 394k | 20.49 | |
Monster Beverage | 0.3 | $7.9M | 57k | 138.39 | |
Diamondback Energy (FANG) | 0.3 | $7.9M | 102k | 76.83 | |
Kate Spade & Co | 0.3 | $7.8M | 235k | 33.39 | |
MasterCard Incorporated (MA) | 0.3 | $7.8M | 90k | 86.38 | |
Starbucks Corporation (SBUX) | 0.3 | $7.6M | 80k | 94.69 | |
Applied Materials (AMAT) | 0.3 | $7.7M | 343k | 22.56 | |
FARO Technologies (FARO) | 0.3 | $7.6M | 122k | 62.12 | |
Popeyes Kitchen | 0.3 | $7.8M | 130k | 59.82 | |
Varonis Sys (VRNS) | 0.3 | $7.6M | 296k | 25.66 | |
Visa (V) | 0.3 | $7.3M | 112k | 65.41 | |
Inphi Corporation | 0.3 | $7.4M | 418k | 17.83 | |
Spirit Airlines (SAVE) | 0.3 | $7.5M | 97k | 77.35 | |
K2m Group Holdings | 0.3 | $7.3M | 331k | 22.05 | |
Costco Wholesale Corporation (COST) | 0.2 | $7.1M | 47k | 151.48 | |
Union Pacific Corporation (UNP) | 0.2 | $7.1M | 65k | 108.30 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $7.1M | 97k | 73.93 | |
Align Technology (ALGN) | 0.2 | $7.0M | 131k | 53.78 | |
Facebook Inc cl a (META) | 0.2 | $7.1M | 86k | 82.21 | |
Marcus & Millichap (MMI) | 0.2 | $7.1M | 191k | 37.48 | |
Sequential Brands | 0.2 | $6.8M | 637k | 10.70 | |
Q2 Holdings (QTWO) | 0.2 | $6.9M | 326k | 21.14 | |
2u (TWOU) | 0.2 | $6.8M | 265k | 25.58 | |
MarineMax (HZO) | 0.2 | $6.4M | 242k | 26.51 | |
Inogen (INGN) | 0.2 | $6.5M | 202k | 31.99 | |
Cerner Corporation | 0.2 | $6.3M | 87k | 73.26 | |
Lululemon Athletica (LULU) | 0.2 | $6.4M | 99k | 64.02 | |
MiMedx (MDXG) | 0.2 | $6.3M | 605k | 10.40 | |
FedEx Corporation (FDX) | 0.2 | $6.0M | 36k | 165.44 | |
Linkedin Corp | 0.2 | $6.0M | 24k | 249.85 | |
Healthequity (HQY) | 0.2 | $5.9M | 235k | 24.99 | |
Polaris Industries (PII) | 0.2 | $5.7M | 40k | 141.08 | |
EXACT Sciences Corporation (EXAS) | 0.2 | $5.7M | 257k | 22.02 | |
Sirius Xm Holdings (SIRI) | 0.2 | $5.8M | 1.5M | 3.82 | |
Neff Corp-class A | 0.2 | $5.7M | 540k | 10.54 | |
Celgene Corporation | 0.2 | $5.4M | 47k | 115.27 | |
8x8 (EGHT) | 0.2 | $5.4M | 645k | 8.40 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $5.1M | 81k | 62.39 | |
Illumina (ILMN) | 0.2 | $5.1M | 27k | 185.63 | |
Chipotle Mexican Grill (CMG) | 0.2 | $5.1M | 7.9k | 650.43 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $5.0M | 11k | 451.47 | |
Callidus Software | 0.2 | $5.0M | 391k | 12.68 | |
Whole Foods Market | 0.1 | $4.2M | 81k | 52.07 | |
M/I Homes (MHO) | 0.1 | $4.3M | 180k | 23.84 | |
0.1 | $4.1M | 7.3k | 554.57 | ||
Netflix (NFLX) | 0.1 | $4.0M | 9.7k | 416.61 | |
BioDelivery Sciences International | 0.1 | $4.0M | 385k | 10.50 | |
Lgi Homes (LGIH) | 0.1 | $4.0M | 239k | 16.66 | |
Google Inc Class C | 0.1 | $4.0M | 7.3k | 547.89 | |
Imprivata | 0.1 | $3.9M | 276k | 14.00 | |
priceline.com Incorporated | 0.1 | $3.7M | 3.2k | 1163.90 | |
Cross Country Healthcare (CCRN) | 0.1 | $3.8M | 317k | 11.86 | |
Alexion Pharmaceuticals | 0.1 | $3.6M | 21k | 173.28 | |
U.s. Concrete Inc Cmn | 0.1 | $3.6M | 105k | 33.88 | |
Retrophin | 0.1 | $3.7M | 155k | 23.96 | |
Rubicon Proj | 0.1 | $3.6M | 203k | 17.92 | |
Alibaba Group Holding (BABA) | 0.1 | $3.8M | 45k | 83.23 | |
Intersect Ent | 0.1 | $3.8M | 148k | 25.82 | |
Sientra | 0.1 | $3.7M | 192k | 19.19 | |
Biogen Idec (BIIB) | 0.1 | $3.3M | 7.8k | 422.24 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $3.5M | 47k | 73.22 | |
Celadon (CGIP) | 0.1 | $3.5M | 130k | 27.21 | |
Calavo Growers (CVGW) | 0.1 | $3.5M | 69k | 51.41 | |
Boingo Wireless | 0.1 | $3.4M | 453k | 7.54 | |
Habit Restaurants Inc/the-a | 0.1 | $3.4M | 106k | 32.14 | |
Entellus Medical Cm | 0.1 | $3.3M | 150k | 21.89 | |
XenoPort | 0.1 | $3.1M | 430k | 7.12 | |
4068594 Enphase Energy (ENPH) | 0.1 | $2.8M | 215k | 13.19 | |
Boeing Company (BA) | 0.1 | $2.6M | 17k | 150.04 | |
Endologix | 0.1 | $2.5M | 148k | 17.07 | |
Novadaq Technologies | 0.1 | $2.4M | 149k | 16.24 | |
United Rentals (URI) | 0.1 | $2.2M | 24k | 91.16 | |
Schlumberger (SLB) | 0.1 | $2.4M | 28k | 83.41 | |
Workday Inc cl a (WDAY) | 0.1 | $2.4M | 28k | 84.38 | |
Gilead Sciences (GILD) | 0.1 | $2.0M | 20k | 98.12 | |
Reis | 0.1 | $2.0M | 79k | 25.64 | |
O'reilly Automotive (ORLY) | 0.0 | $1.3M | 5.8k | 216.18 | |
Nike (NKE) | 0.0 | $633k | 6.3k | 100.29 | |
BlackRock (BLK) | 0.0 | $310k | 849.00 | 365.14 | |
Cummins (CMI) | 0.0 | $275k | 2.0k | 138.54 | |
Tesla Motors (TSLA) | 0.0 | $259k | 1.4k | 188.23 | |
Gopro (GPRO) | 0.0 | $164k | 3.8k | 43.16 | |
BE Aerospace | 0.0 | $29k | 460.00 | 63.04 | |
Salix Pharmaceuticals | 0.0 | $98k | 571.00 | 171.63 | |
Skyworks Solutions (SWKS) | 0.0 | $104k | 1.1k | 97.38 | |
Towers Watson & Co | 0.0 | $103k | 784.00 | 131.38 | |
Medidata Solutions | 0.0 | $35k | 723.00 | 48.41 | |
Financial Engines | 0.0 | $65k | 1.6k | 41.35 | |
stock | 0.0 | $28k | 477.00 | 58.70 | |
Fireeye | 0.0 | $44k | 1.1k | 39.01 | |
Zillow Group Inc Cl A (ZG) | 0.0 | $28k | 282.00 | 99.29 |