Next Century Growth Investors as of Dec. 31, 2010
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 157 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gentex Corporation (GNTX) | 3.0 | $87M | 2.9M | 29.56 | |
| RealPage | 2.7 | $77M | 2.5M | 30.93 | |
| Salix Pharmaceuticals | 2.6 | $74M | 1.6M | 46.96 | |
| Cypress Semiconductor Corporation | 2.5 | $72M | 3.9M | 18.58 | |
| Finisar Corporation | 2.5 | $71M | 2.4M | 29.69 | |
| Tenne | 2.5 | $70M | 1.7M | 41.16 | |
| Hittite Microwave Corporation | 2.4 | $70M | 1.1M | 61.04 | |
| WABCO Holdings | 2.3 | $67M | 1.1M | 60.93 | |
| Sxc Health Solutions Corp | 2.3 | $65M | 1.5M | 42.86 | |
| NetLogic Microsystems | 2.3 | $65M | 2.1M | 31.41 | |
| Concur Technologies | 2.2 | $64M | 1.2M | 51.93 | |
| Green Mountain Coffee Roasters | 2.2 | $64M | 1.9M | 32.86 | |
| hhgregg (HGGG) | 2.0 | $59M | 2.8M | 20.95 | |
| HMS Holdings | 2.0 | $58M | 901k | 64.77 | |
| Acme Packet | 2.0 | $58M | 1.1M | 53.16 | |
| BJ's Restaurants (BJRI) | 2.0 | $58M | 1.6M | 35.43 | |
| Ciena Corporation (CIEN) | 1.9 | $55M | 2.6M | 21.05 | |
| BE Aerospace | 1.9 | $55M | 1.5M | 37.03 | |
| Shutterfly | 1.8 | $52M | 1.5M | 35.03 | |
| OmniVision Technologies | 1.8 | $52M | 1.7M | 29.61 | |
| NxStage Medical | 1.8 | $51M | 2.0M | 24.88 | |
| Ultimate Software | 1.7 | $48M | 991k | 48.63 | |
| OpenTable | 1.7 | $48M | 683k | 70.48 | |
| DTS | 1.7 | $48M | 978k | 49.05 | |
| Rosetta Resources | 1.5 | $44M | 1.2M | 37.64 | |
| Cavium Networks | 1.4 | $40M | 1.1M | 37.68 | |
| Monster Worldwide | 1.4 | $40M | 1.7M | 23.63 | |
| Sapient Corporation | 1.3 | $38M | 3.2M | 12.10 | |
| Riverbed Technology | 1.3 | $37M | 1.0M | 35.17 | |
| IPG Photonics Corporation (IPGP) | 1.3 | $36M | 1.1M | 31.62 | |
| Fortinet (FTNT) | 1.2 | $35M | 1.1M | 32.35 | |
| Dice Holdings | 1.2 | $34M | 2.4M | 14.35 | |
| Catalyst Health Solutions | 1.2 | $34M | 722k | 46.49 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $32M | 990k | 31.99 | |
| Entropic Communications | 1.1 | $31M | 2.5M | 12.08 | |
| Travelzoo | 1.0 | $30M | 726k | 41.22 | |
| LogMeIn | 1.0 | $28M | 641k | 44.34 | |
| Allegiant Travel Company (ALGT) | 1.0 | $28M | 571k | 49.24 | |
| Financial Engines | 1.0 | $28M | 1.4M | 19.83 | |
| Ixia | 0.9 | $26M | 1.5M | 16.78 | |
| GSI Commerce | 0.8 | $24M | 1.0M | 23.20 | |
| SuccessFactors | 0.8 | $24M | 832k | 28.96 | |
| Constant Contact | 0.8 | $23M | 754k | 30.99 | |
| Fresh Market | 0.8 | $23M | 559k | 41.20 | |
| Volcano Corporation | 0.8 | $22M | 803k | 27.31 | |
| Qlik Technologies | 0.8 | $22M | 850k | 25.81 | |
| Knight Transportation | 0.8 | $22M | 1.1M | 19.00 | |
| Titan International (TWI) | 0.8 | $22M | 1.1M | 19.54 | |
| Portfolio Recovery Associates | 0.8 | $22M | 287k | 75.20 | |
| iGATE Corporation | 0.7 | $20M | 990k | 19.71 | |
| RTI International Metals | 0.6 | $18M | 679k | 26.98 | |
| Northern Oil & Gas | 0.6 | $18M | 665k | 27.21 | |
| Syntel | 0.6 | $18M | 372k | 47.79 | |
| IntraLinks Holdings | 0.6 | $16M | 863k | 18.71 | |
| Virtusa Corporation | 0.5 | $15M | 900k | 16.36 | |
| FreightCar America (RAIL) | 0.5 | $14M | 493k | 28.94 | |
| Comscore | 0.5 | $14M | 629k | 22.31 | |
| Rue21 | 0.5 | $13M | 455k | 29.31 | |
| Vitran Corp | 0.4 | $12M | 924k | 13.12 | |
| Joy Global | 0.4 | $11M | 129k | 86.75 | |
| FARO Technologies (FARO) | 0.4 | $11M | 341k | 32.84 | |
| Chicago Bridge & Iron Company | 0.4 | $11M | 344k | 32.90 | |
| Illumina (ILMN) | 0.4 | $11M | 173k | 63.34 | |
| Vocus | 0.4 | $11M | 394k | 27.66 | |
| Ladish | 0.4 | $11M | 216k | 48.61 | |
| Celadon (CGIP) | 0.4 | $10M | 698k | 14.79 | |
| J.B. Hunt Transport Services (JBHT) | 0.3 | $10M | 248k | 40.81 | |
| Lululemon Athletica (LULU) | 0.3 | $9.4M | 137k | 68.42 | |
| Higher One Holdings | 0.3 | $9.3M | 461k | 20.23 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $9.2M | 43k | 212.66 | |
| LivePerson (LPSN) | 0.3 | $9.2M | 811k | 11.30 | |
| QuinStreet (QNST) | 0.3 | $8.2M | 427k | 19.21 | |
| Ansys (ANSS) | 0.3 | $8.1M | 157k | 52.07 | |
| Maxwell Technologies | 0.3 | $7.9M | 419k | 18.89 | |
| Equinix | 0.3 | $7.4M | 91k | 81.26 | |
| ExlService Holdings (EXLS) | 0.3 | $7.3M | 341k | 21.48 | |
| VeriFone Systems | 0.2 | $7.1M | 185k | 38.56 | |
| BorgWarner (BWA) | 0.2 | $7.1M | 98k | 72.36 | |
| Chart Industries (GTLS) | 0.2 | $7.0M | 208k | 33.78 | |
| Kansas City Southern | 0.2 | $7.3M | 152k | 47.86 | |
| BroadSoft | 0.2 | $7.1M | 299k | 23.88 | |
| Zagg | 0.2 | $6.8M | 895k | 7.62 | |
| Astronics Corporation (ATRO) | 0.2 | $6.4M | 307k | 21.00 | |
| Commercial Vehicle (CVGI) | 0.2 | $6.0M | 370k | 16.25 | |
| Envestnet (ENV) | 0.2 | $5.9M | 346k | 17.06 | |
| Covenant Transportation (CVLG) | 0.2 | $6.1M | 632k | 9.72 | |
| interCLICK | 0.2 | $6.0M | 1.1M | 5.37 | |
| Atmel Corporation | 0.2 | $5.7M | 465k | 12.32 | |
| Polypore International | 0.2 | $5.7M | 139k | 40.73 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $5.7M | 90k | 63.22 | |
| Amerigon Incorporated | 0.2 | $5.3M | 491k | 10.88 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $5.1M | 69k | 73.28 | |
| Encore Capital (ECPG) | 0.2 | $5.3M | 225k | 23.45 | |
| STR Holdings | 0.2 | $4.8M | 239k | 20.00 | |
| Summer Infant | 0.2 | $5.0M | 657k | 7.58 | |
| Apple (AAPL) | 0.2 | $4.7M | 14k | 322.55 | |
| EMC Corporation | 0.2 | $4.6M | 200k | 22.90 | |
| priceline.com Incorporated | 0.2 | $4.6M | 11k | 399.54 | |
| Aruba Networks | 0.2 | $4.4M | 213k | 20.88 | |
| MIPS Technologies | 0.2 | $4.5M | 300k | 15.16 | |
| U.S. Auto Parts Network | 0.2 | $4.6M | 551k | 8.40 | |
| salesforce (CRM) | 0.1 | $4.2M | 32k | 132.00 | |
| Atheros Communications | 0.1 | $4.4M | 123k | 35.92 | |
| Skyworks Solutions (SWKS) | 0.1 | $4.4M | 153k | 28.63 | |
| Stoneridge (SRI) | 0.1 | $4.2M | 265k | 15.79 | |
| Inphi Corporation | 0.1 | $4.2M | 211k | 20.09 | |
| SPS Commerce (SPSC) | 0.1 | $4.2M | 267k | 15.80 | |
| Anadigics | 0.1 | $3.9M | 560k | 6.93 | |
| Oracle Corporation (ORCL) | 0.1 | $3.9M | 125k | 31.30 | |
| Amazon (AMZN) | 0.1 | $4.0M | 22k | 179.99 | |
| Pegasystems (PEGA) | 0.1 | $4.1M | 112k | 36.63 | |
| Sonic Solutions | 0.1 | $4.0M | 268k | 15.00 | |
| Mosaic Company | 0.1 | $4.1M | 53k | 76.36 | |
| WebMD Health | 0.1 | $4.1M | 81k | 51.06 | |
| Expeditors International of Washington (EXPD) | 0.1 | $3.8M | 70k | 54.60 | |
| FedEx Corporation (FDX) | 0.1 | $3.7M | 40k | 93.02 | |
| Fluor Corporation (FLR) | 0.1 | $3.7M | 56k | 66.25 | |
| Ford Motor Company (F) | 0.1 | $3.8M | 226k | 16.79 | |
| Meritage Homes Corporation (MTH) | 0.1 | $3.7M | 166k | 22.20 | |
| Alexion Pharmaceuticals | 0.1 | $3.8M | 47k | 80.55 | |
| Terremark Worldwide | 0.1 | $3.8M | 291k | 12.95 | |
| Insulet Corporation (PODD) | 0.1 | $3.8M | 243k | 15.50 | |
| Caterpillar (CAT) | 0.1 | $3.5M | 38k | 93.66 | |
| Boeing Company (BA) | 0.1 | $3.4M | 53k | 65.27 | |
| Deere & Company (DE) | 0.1 | $3.5M | 43k | 83.06 | |
| 0.1 | $3.4M | 5.8k | 594.00 | ||
| NVR (NVR) | 0.1 | $3.5M | 5.0k | 691.02 | |
| Greenbrier Companies (GBX) | 0.1 | $3.5M | 165k | 20.99 | |
| Primo Water Corporation | 0.1 | $3.5M | 246k | 14.21 | |
| Las Vegas Sands (LVS) | 0.1 | $3.2M | 71k | 45.94 | |
| Allergan | 0.1 | $3.1M | 45k | 68.68 | |
| Precision Castparts | 0.1 | $3.1M | 22k | 139.23 | |
| Express Scripts | 0.1 | $3.1M | 58k | 54.05 | |
| USA Truck | 0.1 | $3.0M | 229k | 13.23 | |
| Body Central Acquisition Corporation | 0.1 | $3.2M | 227k | 14.27 | |
| Citrix Systems | 0.1 | $2.7M | 40k | 68.42 | |
| Praxair | 0.1 | $2.7M | 29k | 95.45 | |
| Urban Outfitters (URBN) | 0.1 | $2.9M | 82k | 35.81 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.5M | 27k | 92.67 | |
| Akamai Technologies (AKAM) | 0.1 | $2.5M | 53k | 47.04 | |
| Schlumberger (SLB) | 0.1 | $2.6M | 32k | 83.50 | |
| Juniper Networks (JNPR) | 0.1 | $2.5M | 67k | 36.92 | |
| Oplink Communications | 0.1 | $2.6M | 143k | 18.47 | |
| Cummins (CMI) | 0.1 | $2.4M | 22k | 110.00 | |
| IntercontinentalEx.. | 0.1 | $2.3M | 19k | 119.13 | |
| Baidu (BIDU) | 0.1 | $2.2M | 23k | 96.53 | |
| Goldman Sachs (GS) | 0.1 | $2.1M | 13k | 168.19 | |
| Peabody Energy Corporation | 0.1 | $2.0M | 31k | 63.99 | |
| Directv | 0.1 | $2.0M | 50k | 39.94 | |
| Visa (V) | 0.1 | $2.1M | 30k | 70.37 | |
| VMware | 0.1 | $2.0M | 23k | 88.89 | |
| Broadcom Corporation | 0.1 | $1.6M | 38k | 43.55 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $1.4M | 18k | 80.19 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.2M | 17k | 72.20 | |
| Cisco Systems (CSCO) | 0.0 | $1.2M | 60k | 20.23 | |
| Qualcomm (QCOM) | 0.0 | $1.2M | 24k | 49.51 | |
| F5 Networks (FFIV) | 0.0 | $1.1M | 8.3k | 130.11 |
