Next Century Growth Investors
Latest statistics and disclosures from Next Century Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ATRO, ATEC, XMTR, AORT, ALHC, and represent 17.35% of Next Century Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: AXGN (+$26M), ALM (+$16M), AAOI (+$16M), ADMA (+$13M), CCB (+$12M), TCMD (+$11M), INOD (+$9.7M), MAMA (+$8.0M), FEIM (+$7.9M), KMTS (+$7.5M).
- Started 17 new stock positions in TCMD, BETA, GH, AMD, AAOI, UAMY, FIGR, PEGA, PCOR, TATT. PHAT, AXGN, ROKU, ALM, GE, PSNL, BLLN.
- Reduced shares in these 10 stocks: , AVPT (-$15M), PI (-$15M), PL (-$14M), ELF (-$10M), TOL (-$10M), LMB (-$9.1M), OLLI (-$9.1M), PRCH (-$8.8M), KNSL (-$8.6M).
- Sold out of its positions in ALKT, AMSC, AMPX, AGX, AVPT, BLND, ELF, INTA, KVYO, KNX. KRUS, NFLX, PRCH, PGR, QTWO, TTAN, TWFG, TOL, WAL, SPOT.
- Next Century Growth Investors was a net seller of stock by $-7.6M.
- Next Century Growth Investors has $1.4B in assets under management (AUM), dropping by 4.97%.
- Central Index Key (CIK): 0001134007
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Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 121 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Astronics Corporation (ATRO) | 4.0 | $58M | -12% | 1.1M | 54.24 |
|
| Alphatec Holdings (ATEC) | 3.5 | $51M | +6% | 2.4M | 21.04 |
|
| Xometry (XMTR) | 3.3 | $48M | 804k | 59.47 |
|
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| CryoLife (AORT) | 3.3 | $48M | 1.0M | 45.61 |
|
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| Alignment Healthcare (ALHC) | 3.2 | $46M | 2.3M | 19.75 |
|
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| Paymentus Holdings (PAY) | 2.6 | $37M | 1.2M | 31.59 |
|
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| Irhythm Technologies (IRTC) | 2.1 | $31M | -8% | 173k | 177.44 |
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| Universal Technical Institute (UTI) | 2.0 | $29M | 1.1M | 26.13 |
|
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| Mirum Pharmaceuticals (MIRM) | 2.0 | $29M | 368k | 78.99 |
|
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| Myr (MYRG) | 2.0 | $29M | -19% | 133k | 218.50 |
|
| Axogen (AXGN) | 1.8 | $26M | NEW | 800k | 32.73 |
|
| Sterling Construction Company (STRL) | 1.7 | $25M | -9% | 82k | 306.23 |
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| Ftai Aviation (FTAI) | 1.6 | $23M | +3% | 118k | 196.85 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $23M | -2% | 124k | 186.50 |
|
| Lattice Semiconductor (LSCC) | 1.6 | $23M | +19% | 311k | 73.58 |
|
| Mamamancini's Holdings (MAMA) | 1.6 | $23M | +54% | 1.7M | 13.49 |
|
| Genedx Holdings Corp (WGS) | 1.6 | $23M | -25% | 173k | 130.06 |
|
| Jfrog (FROG) | 1.6 | $22M | +30% | 358k | 62.46 |
|
| Apple (AAPL) | 1.5 | $22M | +10% | 79k | 271.86 |
|
| M/a (MTSI) | 1.5 | $22M | -24% | 126k | 171.28 |
|
| Planet Labs Pbc Com Cl A (PL) | 1.5 | $21M | -40% | 1.1M | 19.72 |
|
| Microsoft Corporation (MSFT) | 1.5 | $21M | 43k | 483.62 |
|
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| Coastal Finl Corp Wa (CCB) | 1.4 | $20M | +129% | 178k | 114.59 |
|
| Adma Biologics (ADMA) | 1.4 | $20M | +178% | 1.1M | 18.24 |
|
| Applied Blockchain (APLD) | 1.4 | $20M | +30% | 797k | 24.52 |
|
| Lincoln Educational Services Corporation (LINC) | 1.3 | $19M | +4% | 791k | 24.15 |
|
| Dutch Bros (BROS) | 1.3 | $19M | +24% | 309k | 61.22 |
|
| Innodata Isogen (INOD) | 1.3 | $19M | +107% | 366k | 50.95 |
|
| Carpenter Technology Corporation (CRS) | 1.3 | $18M | -9% | 59k | 314.84 |
|
| Coherent Corp (COHR) | 1.3 | $18M | -3% | 100k | 184.57 |
|
| Karman Hldgs (KRMN) | 1.2 | $17M | +69% | 232k | 73.17 |
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| RBC Bearings Incorporated (RBC) | 1.1 | $17M | -25% | 37k | 448.43 |
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| Almonty Inds (ALM) | 1.1 | $16M | NEW | 1.9M | 8.81 |
|
| Applied Optoelectronics (AAOI) | 1.1 | $16M | NEW | 465k | 34.86 |
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| Adaptive Biotechnologies Cor (ADPT) | 1.1 | $15M | +77% | 944k | 16.24 |
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| Penumbra (PEN) | 1.0 | $15M | -7% | 48k | 310.91 |
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| Sitime Corp (SITM) | 1.0 | $14M | -36% | 39k | 353.19 |
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| Terawulf (WULF) | 0.9 | $14M | +52% | 1.2M | 11.49 |
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| Kestra Med Technologie F (KMTS) | 0.9 | $12M | +154% | 466k | 26.52 |
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| Transmedics Group (TMDX) | 0.8 | $12M | +81% | 99k | 121.65 |
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| Amazon (AMZN) | 0.8 | $12M | 51k | 230.82 |
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| Frequency Electronics (FEIM) | 0.8 | $12M | +200% | 220k | 53.84 |
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| Celsius Holdings (CELH) | 0.8 | $11M | +12% | 248k | 45.74 |
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| Tactile Systems Technology, In (TCMD) | 0.8 | $11M | NEW | 390k | 29.00 |
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| Park Aerospace Corp. Cmn Pke (PKE) | 0.8 | $11M | +93% | 526k | 21.34 |
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| Aehr Test Systems (AEHR) | 0.8 | $11M | +99% | 553k | 20.19 |
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| Broadcom (AVGO) | 0.8 | $11M | 32k | 346.10 |
|
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| Global E Online (GLBE) | 0.7 | $11M | +38% | 275k | 39.31 |
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| Alphabet Inc Class A cs (GOOGL) | 0.7 | $11M | -12% | 34k | 313.00 |
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| Aaon (AAON) | 0.7 | $11M | +18% | 139k | 76.25 |
|
| Legence Corp (LGN) | 0.7 | $10M | +53% | 242k | 43.04 |
|
| Netskope (NTSK) | 0.7 | $10M | +87% | 578k | 17.54 |
|
| Credo Technology Group Holding (CRDO) | 0.7 | $10M | -20% | 70k | 143.89 |
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| Saia (SAIA) | 0.7 | $10M | -37% | 31k | 326.52 |
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| Agilysys (AGYS) | 0.7 | $9.9M | 83k | 118.84 |
|
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.6 | $9.3M | -49% | 85k | 109.61 |
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| Centrus Energy Corp cl a (LEU) | 0.6 | $8.1M | +56% | 34k | 242.76 |
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| Owlet (OWLT) | 0.5 | $7.9M | +18% | 485k | 16.19 |
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| Waystar Holding Corp (WAY) | 0.5 | $7.8M | -14% | 237k | 32.75 |
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| Standardaero (SARO) | 0.5 | $7.7M | +10% | 269k | 28.68 |
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| Arteris (AIP) | 0.5 | $7.6M | 493k | 15.50 |
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| Zeta Global Holdings Corp (ZETA) | 0.5 | $7.6M | 373k | 20.35 |
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| Kinsale Cap Group (KNSL) | 0.5 | $7.0M | -55% | 18k | 391.12 |
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| Pegasystems (PEGA) | 0.5 | $7.0M | NEW | 117k | 59.72 |
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| Goldman Sachs (GS) | 0.5 | $6.8M | 7.8k | 879.00 |
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| Orion Marine (ORN) | 0.5 | $6.6M | 668k | 9.94 |
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| Mp Materials Corp (MP) | 0.5 | $6.6M | -35% | 131k | 50.52 |
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| Howmet Aerospace (HWM) | 0.5 | $6.6M | 32k | 205.02 |
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| Phathom Pharmaceuticals (PHAT) | 0.5 | $6.5M | NEW | 394k | 16.59 |
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| AeroVironment (AVAV) | 0.4 | $6.5M | +7% | 27k | 241.89 |
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| Figure Technology Solutio (FIGR) | 0.4 | $6.4M | NEW | 157k | 40.84 |
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| Biolife Solutions (BLFS) | 0.4 | $6.4M | 263k | 24.18 |
|
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| Optimizerx Ord (OPRX) | 0.4 | $6.2M | +139% | 505k | 12.26 |
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| Shopify Inc cl a (SHOP) | 0.4 | $6.1M | 38k | 160.97 |
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| Wingstop (WING) | 0.4 | $6.1M | +26% | 26k | 238.49 |
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| Facebook Inc cl a (META) | 0.4 | $6.1M | -15% | 9.2k | 660.09 |
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| Bridgewater Bancshares (BWB) | 0.4 | $5.9M | 339k | 17.53 |
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| Pagaya Technologies (PGY) | 0.4 | $5.9M | -57% | 284k | 20.90 |
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| Tat Technologies Ltd ord (TATT) | 0.4 | $5.9M | NEW | 132k | 44.66 |
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| Evolv Technologi (EVLV) | 0.4 | $5.9M | +28% | 821k | 7.16 |
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| M-tron Inds (MPTI) | 0.4 | $5.8M | +26% | 110k | 53.22 |
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| Snowflake Inc Cl A (SNOW) | 0.4 | $5.6M | 26k | 219.36 |
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| Applovin Corp Class A (APP) | 0.4 | $5.5M | 8.2k | 673.82 |
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| General Electric (GE) | 0.4 | $5.4M | NEW | 18k | 308.03 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.4 | $5.4M | 33k | 162.01 |
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| Personalis Ord (PSNL) | 0.3 | $5.0M | NEW | 624k | 7.96 |
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| Tesla Motors (TSLA) | 0.3 | $4.8M | -14% | 11k | 449.72 |
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| Ge Vernova (GEV) | 0.3 | $4.2M | +52% | 6.4k | 653.57 |
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| Robinhood Mkts (HOOD) | 0.3 | $4.2M | +116% | 37k | 113.10 |
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| Bloom Energy Corp (BE) | 0.3 | $4.0M | -59% | 46k | 86.89 |
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| Mongodb Inc. Class A (MDB) | 0.3 | $3.8M | 9.0k | 419.69 |
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| Axon Enterprise (AXON) | 0.3 | $3.7M | +72% | 6.4k | 567.93 |
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| Black Rock Coffee Bar (BRCB) | 0.2 | $3.6M | +2% | 162k | 22.25 |
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| Insmed (INSM) | 0.2 | $3.5M | +28% | 20k | 174.04 |
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| Visa (V) | 0.2 | $3.4M | 9.6k | 350.71 |
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| Procore Technologies (PCOR) | 0.2 | $3.3M | NEW | 45k | 72.74 |
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| Loar Holdings (LOAR) | 0.2 | $3.1M | 46k | 68.00 |
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| Impinj (PI) | 0.2 | $3.0M | -83% | 17k | 174.01 |
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| Ategrity Specialty In Co Ho (ASIC) | 0.2 | $3.0M | -37% | 144k | 21.01 |
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| Billiontoone Inc Cl A (BLLN) | 0.2 | $3.0M | NEW | 37k | 81.84 |
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| Limbach Hldgs (LMB) | 0.2 | $3.0M | -75% | 38k | 77.85 |
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| MasterCard Incorporated (MA) | 0.2 | $2.9M | 5.1k | 570.88 |
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| Caterpillar (CAT) | 0.2 | $2.9M | 5.0k | 572.87 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.8M | NEW | 13k | 214.16 |
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| Si-bone (SIBN) | 0.2 | $2.8M | +508% | 142k | 19.72 |
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| Beta Technologies Inc Com Shs Cl A (BETA) | 0.2 | $2.7M | NEW | 95k | 28.21 |
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| United States Antimony (UAMY) | 0.2 | $2.4M | NEW | 480k | 5.02 |
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| Carvana Co cl a (CVNA) | 0.2 | $2.4M | 5.6k | 422.02 |
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| Boeing Company (BA) | 0.2 | $2.4M | -66% | 11k | 217.12 |
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| Quanta Services (PWR) | 0.2 | $2.3M | -37% | 5.5k | 422.06 |
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| Roku (ROKU) | 0.2 | $2.2M | NEW | 21k | 108.49 |
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| Oracle Corporation (ORCL) | 0.2 | $2.2M | 11k | 194.91 |
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| Guidewire Software (GWRE) | 0.1 | $2.0M | -14% | 9.9k | 201.01 |
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| Servicenow (NOW) | 0.1 | $2.0M | +299% | 13k | 153.19 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | -64% | 2.2k | 862.34 |
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| Goosehead Ins (GSHD) | 0.1 | $1.9M | -58% | 26k | 73.65 |
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| Guardant Health (GH) | 0.1 | $1.9M | NEW | 19k | 102.14 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $1.8M | +96% | 3.8k | 468.76 |
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| Boston Scientific Corporation (BSX) | 0.1 | $972k | -47% | 10k | 95.35 |
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| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $400k | -93% | 31k | 13.12 |
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| M-Tron Industries - Warrants WT (MPTI.WS) | 0.0 | $28k | -60% | 28k | 1.00 |
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Past Filings by Next Century Growth Investors
SEC 13F filings are viewable for Next Century Growth Investors going back to 2010
- Next Century Growth Investors 2025 Q4 filed Feb. 13, 2026
- Next Century Growth Investors 2025 Q3 filed Nov. 14, 2025
- Next Century Growth Investors 2025 Q2 filed Aug. 14, 2025
- Next Century Growth Investors 2025 Q1 filed May 14, 2025
- Next Century Growth Investors 2024 Q4 filed Feb. 13, 2025
- Next Century Growth Investors 2024 Q3 filed Nov. 14, 2024
- Next Century Growth Investors 2024 Q2 filed Aug. 14, 2024
- Next Century Growth Investors 2024 Q1 filed May 14, 2024
- Next Century Growth Investors 2023 Q4 filed Feb. 14, 2024
- Next Century Growth Investors 2023 Q3 filed Nov. 14, 2023
- Next Century Growth Investors 2023 Q2 filed Aug. 14, 2023
- Next Century Growth Investors 2023 Q1 filed May 12, 2023
- Next Century Growth Investors 2022 Q4 filed Feb. 14, 2023
- Next Century Growth Investors 2022 Q3 filed Nov. 14, 2022
- Next Century Growth Investors 2022 Q2 filed Aug. 12, 2022
- Next Century Growth Investors 2022 Q1 filed May 13, 2022