Next Century Growth Investors as of March 31, 2011
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 168 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NetLogic Microsystems | 2.7 | $83M | 2.0M | 42.02 | |
| Sxc Health Solutions Corp | 2.6 | $80M | 1.5M | 54.80 | |
| RealPage | 2.5 | $77M | 2.8M | 27.73 | |
| OpenTable | 2.4 | $74M | 696k | 106.35 | |
| Gentex Corporation (GNTX) | 2.3 | $72M | 2.4M | 30.25 | |
| HMS Holdings | 2.3 | $71M | 861k | 81.85 | |
| Hittite Microwave Corporation | 2.3 | $70M | 1.1M | 63.77 | |
| Tenne | 2.2 | $69M | 1.6M | 42.45 | |
| Financial Engines | 2.2 | $69M | 2.5M | 27.56 | |
| Ciena Corporation (CIEN) | 2.2 | $68M | 2.6M | 25.96 | |
| IPG Photonics Corporation (IPGP) | 2.2 | $67M | 1.2M | 57.68 | |
| Manitowoc Company | 2.1 | $66M | 3.0M | 21.88 | |
| WABCO Holdings | 2.1 | $65M | 1.1M | 61.64 | |
| Concur Technologies | 2.1 | $65M | 1.2M | 55.45 | |
| BJ's Restaurants (BJRI) | 2.0 | $62M | 1.6M | 39.33 | |
| Cypress Semiconductor Corporation | 2.0 | $61M | 3.2M | 19.38 | |
| Titan International (TWI) | 2.0 | $61M | 2.3M | 26.61 | |
| Shutterfly | 1.9 | $59M | 1.1M | 52.36 | |
| Ultimate Software | 1.9 | $57M | 971k | 58.75 | |
| DTS | 1.8 | $55M | 1.2M | 46.63 | |
| Chart Industries (GTLS) | 1.8 | $55M | 993k | 55.04 | |
| IntraLinks Holdings | 1.7 | $54M | 2.0M | 26.74 | |
| NxStage Medical | 1.7 | $53M | 2.4M | 21.98 | |
| Rosetta Resources | 1.7 | $53M | 1.1M | 47.54 | |
| Salix Pharmaceuticals | 1.7 | $53M | 1.5M | 35.03 | |
| Travelzoo | 1.7 | $51M | 768k | 66.59 | |
| Portfolio Recovery Associates | 1.7 | $51M | 601k | 85.13 | |
| Qlik Technologies | 1.6 | $50M | 1.9M | 26.00 | |
| Fortinet (FTNT) | 1.5 | $46M | 1.0M | 44.00 | |
| Sapient Corporation | 1.1 | $34M | 3.0M | 11.45 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $33M | 942k | 35.09 | |
| OmniVision Technologies | 1.1 | $33M | 932k | 35.53 | |
| TriQuint Semiconductor | 1.1 | $33M | 2.5M | 12.91 | |
| FreightCar America (RAIL) | 1.1 | $32M | 996k | 32.51 | |
| SuccessFactors | 1.0 | $31M | 792k | 39.09 | |
| Northern Oil & Gas | 1.0 | $30M | 1.1M | 26.70 | |
| Dice Holdings | 1.0 | $30M | 2.0M | 15.11 | |
| NetSuite | 1.0 | $29M | 1.0M | 29.08 | |
| RTI International Metals | 0.9 | $28M | 908k | 31.15 | |
| LogMeIn | 0.9 | $27M | 628k | 42.16 | |
| Constant Contact | 0.8 | $25M | 712k | 34.90 | |
| Cavium Networks | 0.8 | $23M | 514k | 44.93 | |
| Demand Media | 0.8 | $23M | 987k | 23.55 | |
| BE Aerospace | 0.7 | $23M | 640k | 35.53 | |
| Comscore | 0.7 | $23M | 763k | 29.51 | |
| Ixia | 0.7 | $20M | 1.3M | 15.88 | |
| Fresh Market | 0.7 | $20M | 532k | 37.74 | |
| Volcano Corporation | 0.6 | $20M | 770k | 25.60 | |
| Syntel | 0.6 | $19M | 354k | 52.23 | |
| Green Mountain Coffee Roasters | 0.6 | $18M | 275k | 64.61 | |
| FARO Technologies (FARO) | 0.5 | $17M | 416k | 40.00 | |
| Virtusa Corporation | 0.5 | $16M | 874k | 18.73 | |
| Vitran Corp | 0.5 | $14M | 1.0M | 14.09 | |
| Chicago Bridge & Iron Company | 0.5 | $14M | 341k | 40.66 | |
| Amerigon Incorporated | 0.4 | $13M | 866k | 15.27 | |
| Acme Packet | 0.4 | $13M | 187k | 70.96 | |
| Vocus | 0.4 | $13M | 501k | 25.86 | |
| Joy Global | 0.4 | $13M | 128k | 98.81 | |
| Celadon (CGIP) | 0.4 | $13M | 771k | 16.24 | |
| Inphi Corporation | 0.4 | $12M | 568k | 21.01 | |
| Illumina (ILMN) | 0.4 | $12M | 167k | 70.07 | |
| J.B. Hunt Transport Services (JBHT) | 0.4 | $11M | 246k | 45.42 | |
| QuinStreet (QNST) | 0.3 | $11M | 471k | 22.73 | |
| Body Central Acquisition Corporation | 0.3 | $11M | 463k | 23.23 | |
| LivePerson (LPSN) | 0.3 | $11M | 827k | 12.64 | |
| VeriFone Systems | 0.3 | $10M | 183k | 54.95 | |
| Kansas City Southern | 0.3 | $10M | 186k | 54.45 | |
| Encore Capital (ECPG) | 0.3 | $9.8M | 416k | 23.69 | |
| Commercial Vehicle (CVGI) | 0.3 | $9.5M | 535k | 17.84 | |
| hhgregg (HGGG) | 0.3 | $9.4M | 700k | 13.39 | |
| Lufkin Industries | 0.3 | $9.2M | 99k | 93.47 | |
| OPNET Technologies | 0.3 | $8.8M | 226k | 38.99 | |
| Graham Corporation (GHM) | 0.3 | $9.0M | 375k | 23.94 | |
| Riverbed Technology | 0.3 | $8.9M | 236k | 37.65 | |
| Astronics Corporation (ATRO) | 0.3 | $8.5M | 339k | 25.17 | |
| MIPS Technologies | 0.3 | $8.8M | 837k | 10.49 | |
| Rue21 | 0.3 | $8.7M | 304k | 28.80 | |
| Ansys (ANSS) | 0.3 | $8.4M | 155k | 54.19 | |
| Equinix | 0.3 | $8.2M | 90k | 91.10 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $8.4M | 31k | 272.36 | |
| Dynamic Materials Corporation | 0.3 | $8.3M | 296k | 27.95 | |
| Maxwell Technologies | 0.3 | $8.0M | 464k | 17.27 | |
| Terex Corporation (TEX) | 0.3 | $7.9M | 214k | 37.04 | |
| Catalyst Health Solutions | 0.2 | $7.7M | 137k | 55.93 | |
| BorgWarner (BWA) | 0.2 | $7.7M | 97k | 79.69 | |
| RightNow Technologies | 0.2 | $7.8M | 248k | 31.30 | |
| ExlService Holdings (EXLS) | 0.2 | $7.6M | 361k | 21.15 | |
| WebMD Health | 0.2 | $7.7M | 145k | 53.42 | |
| Greenbrier Companies (GBX) | 0.2 | $7.4M | 260k | 28.38 | |
| Aruba Networks | 0.2 | $7.1M | 211k | 33.84 | |
| Polypore International | 0.2 | $6.8M | 118k | 57.58 | |
| DepoMed | 0.2 | $6.6M | 660k | 10.04 | |
| MAKO Surgical | 0.2 | $6.3M | 262k | 24.20 | |
| Atmel Corporation | 0.2 | $6.3M | 460k | 13.63 | |
| Genesee & Wyoming | 0.2 | $6.3M | 108k | 58.20 | |
| Lululemon Athletica (LULU) | 0.2 | $6.1M | 69k | 89.05 | |
| interCLICK | 0.2 | $6.1M | 862k | 7.05 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $6.0M | 89k | 67.02 | |
| Summer Infant | 0.2 | $5.8M | 726k | 8.00 | |
| ShoreTel | 0.2 | $5.4M | 659k | 8.23 | |
| Callidus Software | 0.2 | $5.6M | 820k | 6.87 | |
| Insulet Corporation (PODD) | 0.2 | $5.6M | 269k | 20.62 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $5.2M | 64k | 81.40 | |
| Boeing Company (BA) | 0.2 | $5.2M | 70k | 73.93 | |
| priceline.com Incorporated | 0.2 | $5.3M | 11k | 506.40 | |
| LoopNet | 0.2 | $5.2M | 366k | 14.15 | |
| U.S. Auto Parts Network | 0.2 | $5.1M | 586k | 8.70 | |
| Envestnet (ENV) | 0.2 | $5.2M | 383k | 13.44 | |
| EMC Corporation | 0.2 | $4.9M | 185k | 26.55 | |
| Skyworks Solutions (SWKS) | 0.2 | $4.9M | 151k | 32.42 | |
| Precision Castparts | 0.1 | $4.6M | 31k | 147.20 | |
| Alexion Pharmaceuticals | 0.1 | $4.6M | 46k | 98.68 | |
| Furmanite Corporation | 0.1 | $4.6M | 572k | 8.00 | |
| BroadSoft | 0.1 | $4.6M | 97k | 47.69 | |
| RealD | 0.1 | $4.7M | 172k | 27.36 | |
| Covenant Transportation (CVLG) | 0.1 | $4.6M | 495k | 9.25 | |
| SPS Commerce (SPSC) | 0.1 | $4.6M | 296k | 15.51 | |
| Caterpillar (CAT) | 0.1 | $4.2M | 38k | 111.34 | |
| Apple (AAPL) | 0.1 | $4.4M | 13k | 348.46 | |
| Oracle Corporation (ORCL) | 0.1 | $4.2M | 125k | 33.37 | |
| salesforce (CRM) | 0.1 | $4.3M | 32k | 133.59 | |
| Meritage Homes Corporation (MTH) | 0.1 | $4.4M | 183k | 24.13 | |
| Silicon Image | 0.1 | $4.3M | 477k | 8.97 | |
| Oplink Communications | 0.1 | $4.2M | 216k | 19.49 | |
| Pegasystems (PEGA) | 0.1 | $4.2M | 111k | 37.94 | |
| Mosaic Company | 0.1 | $4.2M | 53k | 78.74 | |
| Stoneridge (SRI) | 0.1 | $4.3M | 293k | 14.62 | |
| Primo Water Corporation | 0.1 | $4.4M | 356k | 12.25 | |
| WisdomTree Investments (WT) | 0.1 | $4.2M | 734k | 5.68 | |
| Deere & Company (DE) | 0.1 | $4.1M | 43k | 96.89 | |
| Fluor Corporation (FLR) | 0.1 | $4.1M | 56k | 73.65 | |
| Ford Motor Company (F) | 0.1 | $4.0M | 266k | 14.91 | |
| Knight Transportation | 0.1 | $3.9M | 201k | 19.25 | |
| Amazon (AMZN) | 0.1 | $4.0M | 22k | 180.14 | |
| Derma Sciences | 0.1 | $4.1M | 419k | 9.69 | |
| Zagg | 0.1 | $4.1M | 545k | 7.51 | |
| Servicesource | 0.1 | $4.1M | 340k | 12.18 | |
| FedEx Corporation (FDX) | 0.1 | $3.8M | 40k | 93.55 | |
| NVR (NVR) | 0.1 | $3.8M | 5.0k | 756.07 | |
| Epocrates | 0.1 | $3.5M | 179k | 19.80 | |
| Cornerstone Ondemand | 0.1 | $3.8M | 210k | 18.23 | |
| Expeditors International of Washington (EXPD) | 0.1 | $3.5M | 70k | 50.13 | |
| Peabody Energy Corporation | 0.1 | $3.5M | 49k | 71.96 | |
| 0.1 | $3.4M | 5.8k | 586.16 | ||
| Express Scripts | 0.1 | $3.2M | 58k | 55.62 | |
| USA Truck | 0.1 | $3.3M | 251k | 13.00 | |
| Citrix Systems | 0.1 | $2.9M | 40k | 73.47 | |
| Allergan | 0.1 | $3.2M | 45k | 71.01 | |
| Praxair | 0.1 | $2.9M | 29k | 101.61 | |
| Schlumberger (SLB) | 0.1 | $3.0M | 32k | 93.27 | |
| Baidu (BIDU) | 0.1 | $3.1M | 23k | 137.82 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.7M | 27k | 98.32 | |
| Juniper Networks (JNPR) | 0.1 | $2.8M | 67k | 42.07 | |
| F5 Networks (FFIV) | 0.1 | $2.7M | 26k | 102.56 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.4M | 33k | 73.31 | |
| Cummins (CMI) | 0.1 | $2.4M | 22k | 109.61 | |
| Directv | 0.1 | $2.4M | 51k | 46.81 | |
| Visa (V) | 0.1 | $2.4M | 33k | 73.61 | |
| Nic | 0.1 | $2.5M | 201k | 12.46 | |
| Higher One Holdings | 0.1 | $2.6M | 179k | 14.45 | |
| Eaton Corporation | 0.1 | $2.0M | 35k | 55.45 | |
| VMware | 0.1 | $1.9M | 23k | 81.53 | |
| Qualcomm (QCOM) | 0.1 | $1.6M | 28k | 54.82 | |
| Broadcom Corporation | 0.1 | $1.5M | 38k | 39.38 | |
| Goldman Sachs (GS) | 0.0 | $1.3M | 7.9k | 158.51 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $1.3M | 18k | 74.12 | |
| Netflix (NFLX) | 0.0 | $1.3M | 5.4k | 237.39 | |
| H&E Equipment Services (HEES) | 0.0 | $32k | 1.7k | 19.39 |
