Next Century Growth Investors as of March 31, 2021
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 129 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vericel (VCEL) | 4.3 | $56M | 1.0M | 55.55 | |
| TechTarget (TTGT) | 3.6 | $48M | 684k | 69.45 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 2.8 | $37M | 2.7M | 13.53 | |
| Silvergate Capital Cl A Ord (SICP) | 2.8 | $36M | 254k | 142.17 | |
| Astronics Corporation (ATRO) | 2.7 | $35M | 2.0M | 18.04 | |
| Orthopediatrics Corp. (KIDS) | 2.5 | $33M | 677k | 48.75 | |
| M/a (MTSI) | 2.5 | $33M | 565k | 58.02 | |
| Caredx (CDNA) | 2.5 | $33M | 480k | 68.09 | |
| Si-bone (SIBN) | 2.5 | $32M | 1.0M | 31.81 | |
| Silk Road Medical Inc Common (SILK) | 2.2 | $29M | 575k | 50.65 | |
| Sprout Social Cl A Ord (SPT) | 2.2 | $28M | 490k | 57.76 | |
| Nmi Hldgs Inc cl a (NMIH) | 2.2 | $28M | 1.2M | 23.64 | |
| Joint (JYNT) | 2.1 | $28M | 580k | 48.37 | |
| Alphatec Holdings (ATEC) | 2.1 | $28M | 1.8M | 15.79 | |
| Grid Dynamics Hldgs (GDYN) | 1.8 | $23M | 1.5M | 15.93 | |
| Sitime Corp (SITM) | 1.7 | $22M | 227k | 98.60 | |
| Castle Biosciences (CSTL) | 1.7 | $22M | 318k | 68.46 | |
| Saia (SAIA) | 1.6 | $21M | 93k | 230.57 | |
| Domo Cl B Ord (DOMO) | 1.5 | $20M | 357k | 56.29 | |
| InfuSystem Holdings (INFU) | 1.5 | $19M | 942k | 20.36 | |
| RBC Bearings Incorporated (RBC) | 1.5 | $19M | 97k | 196.77 | |
| Western Alliance Bancorporation (WAL) | 1.4 | $18M | 193k | 94.44 | |
| Optimizerx Ord (OPRX) | 1.4 | $18M | 364k | 48.75 | |
| Veracyte (VCYT) | 1.3 | $18M | 325k | 53.75 | |
| Healthequity (HQY) | 1.2 | $16M | 234k | 68.00 | |
| Accolade (ACCD) | 1.0 | $14M | 303k | 45.37 | |
| Aspen Aerogels (ASPN) | 1.0 | $14M | 673k | 20.34 | |
| Trex Company (TREX) | 1.0 | $13M | 143k | 91.54 | |
| Quanta Services (PWR) | 1.0 | $13M | 149k | 87.98 | |
| Nlight (LASR) | 1.0 | $13M | 403k | 32.40 | |
| STAAR Surgical Company (STAA) | 1.0 | $13M | 121k | 105.40 | |
| Kornit Digital (KRNT) | 1.0 | $13M | 128k | 99.12 | |
| Inotiv (NOTV) | 1.0 | $13M | 625k | 20.00 | |
| Tactile Systems Technology, In (TCMD) | 0.9 | $12M | 224k | 54.49 | |
| Chart Industries (GTLS) | 0.9 | $12M | 85k | 142.35 | |
| Kinsale Cap Group (KNSL) | 0.9 | $12M | 73k | 164.79 | |
| Stoneridge (SRI) | 0.9 | $12M | 377k | 31.81 | |
| Lgi Homes (LGIH) | 0.9 | $12M | 78k | 149.30 | |
| Allied Motion Technologies (ALNT) | 0.9 | $12M | 225k | 51.33 | |
| Apple (AAPL) | 0.9 | $11M | 93k | 122.15 | |
| Planet Fitness Inc-cl A (PLNT) | 0.8 | $11M | 142k | 77.30 | |
| Essent (ESNT) | 0.8 | $10M | 217k | 47.49 | |
| Lattice Semiconductor (LSCC) | 0.8 | $10M | 226k | 45.02 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.8 | $10M | 537k | 18.90 | |
| Itamar Med | 0.8 | $10M | 422k | 23.95 | |
| Neuronetics (STIM) | 0.7 | $9.8M | 793k | 12.37 | |
| Bridgewater Bancshares (BWB) | 0.7 | $9.6M | 597k | 16.15 | |
| Azek (AZEK) | 0.7 | $9.1M | 217k | 42.05 | |
| Telos Corp Md (TLS) | 0.7 | $8.7M | 229k | 37.92 | |
| NeoGenomics (NEO) | 0.7 | $8.7M | 180k | 48.23 | |
| Penumbra (PEN) | 0.6 | $8.2M | 30k | 270.56 | |
| Amazon (AMZN) | 0.6 | $8.2M | 2.7k | 3094.06 | |
| Tristate Capital Hldgs | 0.6 | $8.1M | 350k | 23.06 | |
| Freshpet (FRPT) | 0.6 | $8.0M | 51k | 158.80 | |
| Tandem Diabetes Care (TNDM) | 0.6 | $8.0M | 91k | 88.25 | |
| Knight Swift Transn Hldgs (KNX) | 0.6 | $7.7M | 161k | 48.09 | |
| Chegg (CHGG) | 0.6 | $7.7M | 89k | 85.65 | |
| Health Catalyst (HCAT) | 0.6 | $7.6M | 163k | 46.77 | |
| Biolife Solutions (BLFS) | 0.6 | $7.4M | 205k | 36.00 | |
| Goosehead Ins (GSHD) | 0.5 | $7.2M | 67k | 107.17 | |
| Microsoft Corporation (MSFT) | 0.5 | $7.0M | 30k | 235.75 | |
| Endava Plc ads (DAVA) | 0.5 | $6.8M | 81k | 84.68 | |
| Marten Transport (MRTN) | 0.5 | $6.6M | 387k | 16.97 | |
| IEC Electronics | 0.5 | $6.6M | 544k | 12.04 | |
| Babcock & Wilcox Enterpr (BW) | 0.5 | $6.5M | 683k | 9.47 | |
| Progyny (PGNY) | 0.5 | $6.4M | 145k | 44.51 | |
| Trean Ins Group | 0.5 | $6.4M | 397k | 16.15 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $6.3M | 192k | 32.93 | |
| Monolithic Power Systems (MPWR) | 0.5 | $6.3M | 18k | 353.16 | |
| Five Below (FIVE) | 0.5 | $6.0M | 31k | 190.78 | |
| Globant S A (GLOB) | 0.4 | $5.8M | 28k | 207.60 | |
| Shake Shack Inc cl a (SHAK) | 0.4 | $5.8M | 51k | 112.76 | |
| Celsius Holdings (CELH) | 0.4 | $5.7M | 119k | 48.04 | |
| CryoLife (AORT) | 0.4 | $5.6M | 249k | 22.58 | |
| Cerence (CRNC) | 0.4 | $5.6M | 62k | 89.58 | |
| Paya Holdings Inc-a | 0.4 | $5.5M | 500k | 10.96 | |
| Allegro Microsystems Ord (ALGM) | 0.4 | $5.2M | 205k | 25.35 | |
| Vicor Corporation (VICR) | 0.4 | $5.2M | 61k | 85.02 | |
| Boeing Company (BA) | 0.4 | $5.1M | 20k | 254.69 | |
| Model N (MODN) | 0.4 | $5.0M | 142k | 35.23 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.4 | $4.7M | 91k | 52.01 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $4.7M | 2.3k | 2062.50 | |
| Advanced Micro Devices (AMD) | 0.3 | $4.6M | 58k | 78.50 | |
| Carparts.com (PRTS) | 0.3 | $4.5M | 316k | 14.28 | |
| Q2 Holdings (QTWO) | 0.3 | $4.4M | 44k | 100.20 | |
| Simulations Plus (SLP) | 0.3 | $4.4M | 70k | 63.23 | |
| Deere & Company (DE) | 0.3 | $4.4M | 12k | 374.11 | |
| Paylocity Holding Corporation (PCTY) | 0.3 | $4.3M | 24k | 179.81 | |
| Five9 (FIVN) | 0.3 | $4.2M | 27k | 156.32 | |
| MasterCard Incorporated (MA) | 0.3 | $4.1M | 12k | 355.99 | |
| Caterpillar (CAT) | 0.3 | $4.0M | 17k | 231.83 | |
| Aspen Group (ASPU) | 0.3 | $4.0M | 664k | 6.00 | |
| Edwards Lifesciences (EW) | 0.3 | $3.9M | 47k | 83.62 | |
| LivePerson (LPSN) | 0.3 | $3.9M | 74k | 52.73 | |
| Walt Disney Company (DIS) | 0.3 | $3.7M | 20k | 184.51 | |
| United Rentals (URI) | 0.3 | $3.6M | 11k | 329.28 | |
| Inari Medical Ord (NARI) | 0.3 | $3.4M | 32k | 106.98 | |
| NVIDIA Corporation (NVDA) | 0.3 | $3.4M | 6.4k | 533.86 | |
| Repligen Corporation (RGEN) | 0.2 | $3.3M | 17k | 194.38 | |
| Visa (V) | 0.2 | $3.1M | 15k | 211.72 | |
| CSX Corporation (CSX) | 0.2 | $3.0M | 31k | 96.40 | |
| CoStar (CSGP) | 0.2 | $2.9M | 3.6k | 821.81 | |
| Shockwave Med (SWAV) | 0.2 | $2.9M | 22k | 130.24 | |
| Soc Telemed | 0.2 | $2.6M | 412k | 6.29 | |
| Facebook Inc cl a (META) | 0.2 | $2.5M | 8.6k | 294.44 | |
| Avalara | 0.2 | $2.4M | 18k | 133.40 | |
| Old Dominion Freight Line (ODFL) | 0.2 | $2.3M | 9.8k | 240.36 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $2.3M | 1.6k | 1420.60 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.3M | 4.9k | 472.95 | |
| Lululemon Athletica (LULU) | 0.2 | $2.3M | 7.5k | 306.66 | |
| Ringcentral (RNG) | 0.1 | $2.0M | 6.6k | 297.85 | |
| Airbnb (ABNB) | 0.1 | $1.8M | 9.5k | 187.88 | |
| Intuit (INTU) | 0.1 | $1.7M | 4.5k | 383.00 | |
| Epam Systems (EPAM) | 0.1 | $1.7M | 4.2k | 396.54 | |
| Draftkings Inc Com Cl A | 0.1 | $1.6M | 27k | 61.32 | |
| Square Inc cl a (SQ) | 0.1 | $1.3M | 5.9k | 226.96 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | 2.7k | 475.03 | |
| Booking Holdings (BKNG) | 0.1 | $1.3M | 542.00 | 2328.41 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | 3.5k | 352.42 | |
| Servicenow (NOW) | 0.1 | $1.2M | 2.5k | 500.00 | |
| Atlassian Corp Plc cl a | 0.1 | $1.2M | 5.7k | 210.60 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.1M | 1.5k | 738.82 | |
| Shopify Inc cl a (SHOP) | 0.1 | $1.1M | 1.0k | 1105.83 | |
| salesforce (CRM) | 0.1 | $1.1M | 5.3k | 211.75 | |
| Dex (DXCM) | 0.1 | $1.0M | 2.8k | 359.13 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $985k | 3.8k | 261.00 | |
| Netflix (NFLX) | 0.1 | $894k | 1.7k | 521.59 | |
| Insulet Corporation (PODD) | 0.0 | $176k | 677.00 | 259.97 | |
| Paycom Software (PAYC) | 0.0 | $134k | 363.00 | 369.15 |
