Next Century Growth Investors as of Dec. 31, 2019
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 128 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tactile Systems Technology, In (TCMD) | 3.5 | $27M | 399k | 67.51 | |
| Kinsale Cap Group (KNSL) | 3.0 | $23M | 229k | 101.66 | |
| Si-bone (SIBN) | 3.0 | $23M | 1.1M | 21.50 | |
| Goosehead Ins (GSHD) | 2.9 | $22M | 519k | 42.40 | |
| eHealth (EHTH) | 2.8 | $22M | 225k | 96.08 | |
| Palomar Hldgs (PLMR) | 2.8 | $22M | 427k | 50.49 | |
| Alphatec Holdings (ATEC) | 2.6 | $20M | 2.9M | 7.09 | |
| Kornit Digital (KRNT) | 2.6 | $20M | 582k | 34.23 | |
| Vericel (VCEL) | 2.5 | $20M | 1.1M | 17.40 | |
| Orthopediatrics Corp. (KIDS) | 2.4 | $19M | 398k | 46.99 | |
| Silk Road Medical Inc Common (SILK) | 2.2 | $17M | 425k | 40.38 | |
| TechTarget (TTGT) | 2.1 | $16M | 619k | 26.10 | |
| Calavo Growers (CVGW) | 2.0 | $15M | 170k | 90.59 | |
| Caredx (CDNA) | 2.0 | $15M | 709k | 21.57 | |
| Limoneira Company (LMNR) | 1.9 | $15M | 773k | 19.23 | |
| Model N (MODN) | 1.9 | $15M | 416k | 35.07 | |
| Inspire Med Sys (INSP) | 1.8 | $14M | 191k | 74.21 | |
| Healthequity (HQY) | 1.5 | $12M | 158k | 74.07 | |
| NeoGenomics (NEO) | 1.5 | $12M | 396k | 29.25 | |
| Trex Company (TREX) | 1.4 | $11M | 119k | 89.88 | |
| RBC Bearings Incorporated (RBC) | 1.3 | $10M | 64k | 158.33 | |
| Nmi Hldgs Inc cl a (NMIH) | 1.3 | $10M | 302k | 33.18 | |
| Essent (ESNT) | 1.2 | $9.6M | 184k | 51.99 | |
| Sitime Corp (SITM) | 1.2 | $9.6M | 377k | 25.50 | |
| Joint (JYNT) | 1.2 | $9.0M | 557k | 16.14 | |
| Sprout Social Cl A Ord (SPT) | 1.2 | $8.9M | 556k | 16.05 | |
| Quanta Services (PWR) | 1.1 | $8.7M | 214k | 40.71 | |
| Lgi Homes (LGIH) | 1.1 | $8.1M | 114k | 70.64 | |
| Veracyte (VCYT) | 1.0 | $8.0M | 285k | 27.92 | |
| Nlight (LASR) | 1.0 | $7.8M | 384k | 20.28 | |
| Tandem Diabetes Care (TNDM) | 1.0 | $7.7M | 129k | 59.61 | |
| Monolithic Power Systems (MPWR) | 1.0 | $7.5M | 42k | 178.00 | |
| Chart Industries (GTLS) | 1.0 | $7.4M | 110k | 67.48 | |
| Chegg (CHGG) | 0.9 | $7.1M | 188k | 37.91 | |
| International Money Express (IMXI) | 0.9 | $7.0M | 584k | 12.04 | |
| Hallmark Financial Services | 0.9 | $6.8M | 386k | 17.57 | |
| Zynex (ZYXI) | 0.9 | $6.7M | 857k | 7.87 | |
| STAAR Surgical Company (STAA) | 0.9 | $6.7M | 191k | 35.17 | |
| Apple (AAPL) | 0.9 | $6.7M | 23k | 293.63 | |
| Aspen Group (ASPU) | 0.9 | $6.6M | 823k | 8.00 | |
| Exagen (XGN) | 0.9 | $6.6M | 261k | 25.40 | |
| Old Dominion Freight Line (ODFL) | 0.8 | $6.5M | 35k | 189.76 | |
| Microsoft Corporation (MSFT) | 0.8 | $6.3M | 40k | 157.70 | |
| Stoneridge (SRI) | 0.8 | $5.9M | 203k | 29.32 | |
| PROS Holdings (PRO) | 0.8 | $5.8M | 97k | 59.91 | |
| Paylocity Holding Corporation (PCTY) | 0.7 | $5.7M | 47k | 120.81 | |
| Aspen Aerogels (ASPN) | 0.7 | $5.7M | 729k | 7.76 | |
| MasterCard Incorporated (MA) | 0.7 | $5.6M | 19k | 298.58 | |
| Repligen Corporation (RGEN) | 0.7 | $5.4M | 59k | 92.48 | |
| Amazon (AMZN) | 0.7 | $5.3M | 2.9k | 1847.68 | |
| Saia (SAIA) | 0.6 | $4.8M | 52k | 93.11 | |
| Ringcentral (RNG) | 0.6 | $4.6M | 27k | 168.65 | |
| Visa (V) | 0.6 | $4.5M | 24k | 187.86 | |
| QuinStreet (QNST) | 0.6 | $4.5M | 292k | 15.31 | |
| Advanced Micro Devices (AMD) | 0.6 | $4.4M | 96k | 45.85 | |
| Epam Systems (EPAM) | 0.6 | $4.3M | 20k | 212.11 | |
| CryoLife (AORT) | 0.5 | $4.1M | 153k | 27.09 | |
| Insulet Corporation (PODD) | 0.5 | $4.0M | 23k | 171.17 | |
| Globant S A (GLOB) | 0.5 | $3.9M | 37k | 106.04 | |
| CoStar (CSGP) | 0.5 | $3.8M | 6.3k | 598.24 | |
| Q2 Holdings (QTWO) | 0.5 | $3.8M | 47k | 81.07 | |
| Five9 (FIVN) | 0.5 | $3.7M | 57k | 65.58 | |
| Quanterix Ord (QTRX) | 0.5 | $3.7M | 155k | 23.63 | |
| United Rentals (URI) | 0.5 | $3.6M | 22k | 166.73 | |
| LivePerson (LPSN) | 0.5 | $3.6M | 98k | 36.99 | |
| Lululemon Athletica (LULU) | 0.5 | $3.6M | 16k | 231.61 | |
| Irhythm Technologies (IRTC) | 0.5 | $3.6M | 53k | 68.08 | |
| Avalara | 0.5 | $3.6M | 49k | 73.24 | |
| Endava Plc ads (DAVA) | 0.5 | $3.6M | 77k | 46.60 | |
| Planet Fitness Inc-cl A (PLNT) | 0.5 | $3.5M | 47k | 74.67 | |
| Penumbra (PEN) | 0.5 | $3.5M | 21k | 164.24 | |
| Liqtech International | 0.5 | $3.5M | 596k | 5.85 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.4M | 12k | 293.85 | |
| Pinnacle Financial Partners (PNFP) | 0.4 | $3.4M | 53k | 63.99 | |
| InfuSystem Holdings (INFU) | 0.4 | $3.4M | 400k | 8.53 | |
| M/a (MTSI) | 0.4 | $3.4M | 128k | 26.60 | |
| Sterling Construction Company (STRL) | 0.4 | $3.3M | 235k | 14.08 | |
| Proofpoint | 0.4 | $3.2M | 28k | 114.78 | |
| NVIDIA Corporation (NVDA) | 0.4 | $3.1M | 13k | 235.24 | |
| Facebook Inc cl a (META) | 0.4 | $3.1M | 15k | 205.21 | |
| Knight Swift Transn Hldgs (KNX) | 0.4 | $3.1M | 87k | 35.83 | |
| Napco Security Systems (NSSC) | 0.4 | $3.0M | 103k | 29.39 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.4 | $3.0M | 182k | 16.46 | |
| Boeing Company (BA) | 0.4 | $2.9M | 9.0k | 325.67 | |
| Domo Cl B Ord (DOMO) | 0.4 | $2.9M | 135k | 21.71 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $2.9M | 2.1k | 1336.92 | |
| Tree (TREE) | 0.3 | $2.6M | 8.7k | 303.42 | |
| Allied Motion Technologies (ALNT) | 0.3 | $2.5M | 52k | 48.48 | |
| Intuit (INTU) | 0.3 | $2.3M | 8.8k | 261.93 | |
| IEC Electronics | 0.3 | $2.3M | 254k | 9.09 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.3M | 1.7k | 1339.27 | |
| Edwards Lifesciences (EW) | 0.3 | $2.2M | 9.5k | 233.21 | |
| Caterpillar (CAT) | 0.3 | $2.1M | 14k | 147.63 | |
| Las Vegas Sands (LVS) | 0.3 | $2.2M | 31k | 69.02 | |
| Bristol Myers Squibb (BMY) | 0.3 | $2.1M | 33k | 64.16 | |
| salesforce (CRM) | 0.3 | $2.1M | 13k | 162.61 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.0M | 9.2k | 218.90 | |
| Deere & Company (DE) | 0.3 | $2.0M | 12k | 173.25 | |
| Dollar Tree (DLTR) | 0.3 | $2.0M | 21k | 94.01 | |
| Transmedics Group (TMDX) | 0.3 | $2.0M | 107k | 19.00 | |
| Paypal Holdings (PYPL) | 0.2 | $1.9M | 18k | 108.12 | |
| stock | 0.2 | $1.9M | 13k | 149.77 | |
| Vulcan Materials Company (VMC) | 0.2 | $1.8M | 12k | 143.92 | |
| Guardant Health (GH) | 0.2 | $1.7M | 21k | 78.11 | |
| Walt Disney Company (DIS) | 0.2 | $1.5M | 11k | 144.55 | |
| Bandwidth (BAND) | 0.2 | $1.5M | 23k | 64.05 | |
| Tufin Software Technologies | 0.2 | $1.6M | 89k | 17.58 | |
| Everbridge, Inc. Cmn (EVBG) | 0.2 | $1.5M | 19k | 78.04 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $1.3M | 100k | 13.12 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.5k | 329.60 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.2M | 2.0k | 590.82 | |
| Cintas Corporation (CTAS) | 0.1 | $1.2M | 4.4k | 268.90 | |
| Netflix (NFLX) | 0.1 | $1.1M | 3.5k | 323.39 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.2M | 1.4k | 836.84 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | 5.8k | 180.76 | |
| Progressive Corporation (PGR) | 0.1 | $992k | 14k | 72.32 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $1.0M | 11k | 92.46 | |
| Illumina (ILMN) | 0.1 | $914k | 2.8k | 331.52 | |
| Dex (DXCM) | 0.1 | $945k | 4.3k | 218.60 | |
| Dollar General (DG) | 0.1 | $928k | 6.0k | 155.94 | |
| Atlassian Corp Plc cl a | 0.1 | $873k | 7.3k | 120.25 | |
| Universal Stainless & Alloy Products (USAP) | 0.1 | $694k | 47k | 14.89 | |
| Ricebran Technologies | 0.1 | $699k | 475k | 1.47 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $570k | 15k | 38.00 | |
| Paycom Software (PAYC) | 0.0 | $191k | 725.00 | 263.45 | |
| Guidewire Software (GWRE) | 0.0 | $101k | 926.00 | 109.07 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $107k | 765.00 | 139.87 | |
| Chewy Inc cl a (CHWY) | 0.0 | $105k | 3.6k | 28.96 |
