Next Century Growth Investors
Latest statistics and disclosures from Next Century Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PAY, PAR, GDYN, VCEL, ACVA, and represent 12.98% of Next Century Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: PYCR (+$24M), MYRG (+$19M), CWK (+$17M), GDYN (+$16M), LMB (+$13M), WGS (+$13M), ALHC (+$12M), PEGA (+$11M), CRS (+$10M), AVPT (+$10M).
- Started 24 new stock positions in ALHC, CWK, LMB, CRS, PEGA, XMTR, AVPT, BWB, TYL, PNFP. PYCR, WEAV, WING, PCTY, APP, TOST, AXON, KRUS, CDNA, Standardaero, Ceribell, MPTI, BY, TTD.
- Reduced shares in these 10 stocks: TMDX (-$41M), VRRM (-$41M), TNDM (-$28M), USAP (-$22M), INOD (-$19M), QTWO (-$15M), RXST (-$14M), AVAV (-$13M), SIBN (-$12M), NSSC (-$12M).
- Sold out of its positions in ADBE, AVAV, APPF, CAVA, DHI, DXCM, LNTH, LLY, MPWR, NSSC. ODFL, KIDS, SPSC, TCMD, TMDX, UNH, USAP, VRRM, VRTX, WDAY, MNDY.
- Next Century Growth Investors was a net seller of stock by $-39M.
- Next Century Growth Investors has $1.3B in assets under management (AUM), dropping by 8.09%.
- Central Index Key (CIK): 0001134007
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Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 130 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Paymentus Holdings (PAY) | 3.2 | $42M | -3% | 1.3M | 32.67 |
|
| PAR Technology Corporation (PAR) | 2.8 | $38M | +15% | 519k | 72.67 |
|
| Grid Dynamics Hldgs (GDYN) | 2.7 | $36M | +78% | 1.6M | 22.24 |
|
| Vericel (VCEL) | 2.2 | $29M | 526k | 54.91 |
|
|
| Acva (ACVA) | 2.1 | $29M | 1.3M | 21.60 |
|
|
| Saia (SAIA) | 2.0 | $26M | +14% | 58k | 455.73 |
|
| Universal Technical Institute (UTI) | 1.9 | $26M | +16% | 992k | 25.71 |
|
| Astronics Corporation (ATRO) | 1.8 | $25M | -32% | 1.5M | 15.96 |
|
| Paycor Hcm (PYCR) | 1.8 | $24M | NEW | 1.3M | 18.57 |
|
| Genedx Holdings Corp (WGS) | 1.8 | $24M | +121% | 312k | 76.86 |
|
| Procept Biorobotics Corp (PRCT) | 1.7 | $23M | +4% | 287k | 80.52 |
|
| Veracyte (VCYT) | 1.7 | $23M | 578k | 39.60 |
|
|
| Myr (MYRG) | 1.7 | $23M | +513% | 152k | 148.77 |
|
| Q2 Holdings (QTWO) | 1.6 | $21M | -40% | 209k | 100.65 |
|
| RBC Bearings Incorporated (RBC) | 1.5 | $20M | +7% | 66k | 299.14 |
|
| Global E Online (GLBE) | 1.5 | $20M | +44% | 358k | 54.53 |
|
| Agilysys (AGYS) | 1.4 | $19M | 146k | 131.71 |
|
|
| QuinStreet (QNST) | 1.4 | $19M | +7% | 820k | 23.07 |
|
| M/a (MTSI) | 1.4 | $19M | 144k | 129.91 |
|
|
| Apple (AAPL) | 1.4 | $19M | +18% | 74k | 250.42 |
|
| ExlService Holdings (EXLS) | 1.4 | $19M | 417k | 44.38 |
|
|
| Sterling Construction Company (STRL) | 1.4 | $18M | +45% | 109k | 168.45 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $18M | +27% | 162k | 109.73 |
|
| Aaon (AAON) | 1.3 | $18M | +26% | 150k | 117.68 |
|
| Microsoft Corporation (MSFT) | 1.3 | $18M | +3% | 41k | 421.50 |
|
| Vertex (VERX) | 1.3 | $17M | -35% | 327k | 53.35 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $17M | -3% | 127k | 134.29 |
|
| Cushman Wakefield (CWK) | 1.2 | $17M | NEW | 1.3M | 13.08 |
|
| Ftai Aviation (FTAI) | 1.2 | $16M | -35% | 112k | 144.04 |
|
| Innodata Isogen (INOD) | 1.2 | $16M | -54% | 403k | 39.52 |
|
| Coherent Corp (COHR) | 1.2 | $16M | 168k | 94.73 |
|
|
| Alkami Technology (ALKT) | 1.2 | $16M | 422k | 36.68 |
|
|
| Kinsale Cap Group (KNSL) | 1.1 | $15M | -35% | 33k | 465.13 |
|
| CryoLife (AORT) | 1.1 | $14M | +29% | 493k | 28.59 |
|
| Dutch Bros (BROS) | 1.0 | $14M | +61% | 267k | 52.38 |
|
| Lattice Semiconductor (LSCC) | 1.0 | $14M | +37% | 244k | 56.65 |
|
| Flywire Corporation (FLYW) | 1.0 | $14M | -44% | 665k | 20.62 |
|
| Freshpet (FRPT) | 1.0 | $14M | 92k | 148.11 |
|
|
| Limbach Hldgs (LMB) | 1.0 | $13M | NEW | 156k | 85.54 |
|
| Natera (NTRA) | 1.0 | $13M | -39% | 84k | 158.30 |
|
| Hexcel Corporation (HXL) | 1.0 | $13M | -26% | 203k | 62.70 |
|
| Amazon (AMZN) | 0.9 | $13M | +14% | 58k | 219.39 |
|
| Western Alliance Bancorporation (WAL) | 0.9 | $13M | +116% | 150k | 83.54 |
|
| Waystar Holding Corp (WAY) | 0.9 | $12M | +202% | 327k | 36.70 |
|
| Alignment Healthcare (ALHC) | 0.9 | $12M | NEW | 1.0M | 11.25 |
|
| Pegasystems (PEGA) | 0.8 | $11M | NEW | 116k | 93.20 |
|
| Lincoln Educational Services Corporation (LINC) | 0.8 | $11M | +17% | 664k | 15.82 |
|
| Carpenter Technology Corporation (CRS) | 0.8 | $10M | NEW | 62k | 169.71 |
|
| Apex Technology Acqui-cl A (AVPT) | 0.8 | $10M | NEW | 608k | 16.51 |
|
| Similarweb (SMWB) | 0.7 | $9.9M | +146% | 699k | 14.17 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $9.8M | 52k | 189.30 |
|
|
| Xometry (XMTR) | 0.7 | $9.6M | NEW | 226k | 42.66 |
|
| Byline Ban (BY) | 0.7 | $9.6M | NEW | 331k | 29.00 |
|
| Pinnacle Financial Partners (PNFP) | 0.7 | $9.5M | NEW | 83k | 114.39 |
|
| Kornit Digital (KRNT) | 0.7 | $9.4M | +86% | 304k | 30.95 |
|
| Loar Holdings (LOAR) | 0.7 | $9.2M | 124k | 73.91 |
|
|
| Knight Swift Transn Hldgs (KNX) | 0.7 | $9.0M | +37% | 171k | 53.04 |
|
| Alphatec Holdings (ATEC) | 0.7 | $9.0M | +2% | 982k | 9.18 |
|
| Intapp (INTA) | 0.7 | $8.8M | 137k | 64.09 |
|
|
| Wingstop (WING) | 0.6 | $8.3M | NEW | 29k | 284.20 |
|
| Biolife Solutions (BLFS) | 0.6 | $8.1M | +66% | 311k | 25.96 |
|
| Facebook Inc cl a (META) | 0.6 | $7.9M | 13k | 585.51 |
|
|
| Guidewire Software (GWRE) | 0.6 | $7.7M | -29% | 46k | 168.58 |
|
| Semrush Hldgs (SEMR) | 0.6 | $7.7M | 647k | 11.88 |
|
|
| Credo Technology Group Holding (CRDO) | 0.6 | $7.7M | 114k | 67.21 |
|
|
| Tesla Motors (TSLA) | 0.6 | $7.6M | +175% | 19k | 403.84 |
|
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.6 | $7.5M | 668k | 11.29 |
|
|
| Mamamancini's Holdings (MAMA) | 0.6 | $7.5M | 946k | 7.96 |
|
|
| Cyberark Software (CYBR) | 0.6 | $7.4M | 22k | 333.15 |
|
|
| Tandem Diabetes Care (TNDM) | 0.5 | $7.3M | -79% | 202k | 36.02 |
|
| Healthequity (HQY) | 0.5 | $7.2M | -35% | 76k | 95.95 |
|
| On Hldg (ONON) | 0.5 | $7.2M | -7% | 132k | 54.77 |
|
| Standardaero | 0.5 | $6.9M | NEW | 278k | 24.76 |
|
| Clearw.a.hld. (CWAN) | 0.5 | $6.8M | 247k | 27.52 |
|
|
| Mirum Pharmaceuticals (MIRM) | 0.5 | $6.8M | 164k | 41.35 |
|
|
| Elf Beauty (ELF) | 0.5 | $6.8M | +38% | 54k | 125.55 |
|
| Blend Labs (BLND) | 0.5 | $6.3M | 1.5M | 4.21 |
|
|
| Castle Biosciences (CSTL) | 0.5 | $6.3M | 235k | 26.65 |
|
|
| Paylocity Holding Corporation (PCTY) | 0.5 | $6.0M | NEW | 30k | 199.47 |
|
| Rxsight (RXST) | 0.4 | $5.9M | -70% | 171k | 34.38 |
|
| Onestream (OS) | 0.4 | $5.9M | +82% | 206k | 28.52 |
|
| Weave Communications (WEAV) | 0.4 | $5.7M | NEW | 359k | 15.92 |
|
| Goosehead Ins (GSHD) | 0.4 | $5.7M | 53k | 107.22 |
|
|
| Boeing Company (BA) | 0.4 | $5.7M | +16% | 32k | 177.00 |
|
| Skyward Specialty Insurance Gr (SKWD) | 0.4 | $5.7M | +8% | 112k | 50.54 |
|
| Bowhead Specialty Hldgs (BOW) | 0.4 | $5.6M | -30% | 158k | 35.52 |
|
| Servicenow (NOW) | 0.4 | $5.6M | 5.3k | 1060.12 |
|
|
| Arcbest (ARCB) | 0.4 | $5.5M | 59k | 93.32 |
|
|
| Kura Sushi Usa Inc cl a (KRUS) | 0.4 | $5.5M | NEW | 61k | 90.58 |
|
| Ceribell | 0.4 | $5.3M | NEW | 205k | 25.88 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.2M | 5.7k | 916.27 |
|
|
| Marten Transport (MRTN) | 0.4 | $4.9M | -38% | 316k | 15.61 |
|
| NeoGenomics (NEO) | 0.4 | $4.8M | 293k | 16.48 |
|
|
| Caredx (CDNA) | 0.4 | $4.7M | NEW | 220k | 21.41 |
|
| M-tron Inds (MPTI) | 0.3 | $4.6M | NEW | 94k | 48.43 |
|
| Goldman Sachs (GS) | 0.3 | $4.3M | -19% | 7.5k | 572.62 |
|
| Quanta Services (PWR) | 0.3 | $4.2M | 13k | 316.05 |
|
|
| Harrow Health (HROW) | 0.3 | $4.2M | -25% | 126k | 33.55 |
|
| Advanced Micro Devices (AMD) | 0.3 | $4.1M | 34k | 120.79 |
|
|
| Orion Marine (ORN) | 0.3 | $4.0M | -8% | 552k | 7.33 |
|
| Bridgewater Bancshares (BWB) | 0.3 | $4.0M | NEW | 295k | 13.51 |
|
| Netflix (NFLX) | 0.3 | $3.9M | 4.4k | 891.32 |
|
|
| Howmet Aerospace (HWM) | 0.3 | $3.6M | +96% | 33k | 109.37 |
|
| Intuitive Surgical (ISRG) | 0.3 | $3.6M | +72% | 6.9k | 521.96 |
|
| TWFG (TWFG) | 0.2 | $3.3M | 108k | 30.80 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $3.3M | 29k | 113.61 |
|
|
| Visa (V) | 0.2 | $3.0M | 9.4k | 316.04 |
|
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| Arteris (AIP) | 0.2 | $2.8M | 279k | 10.19 |
|
|
| Advanced Emissions (ARQ) | 0.2 | $2.8M | 375k | 7.57 |
|
|
| Docebo (DCBO) | 0.2 | $2.8M | 63k | 44.77 |
|
|
| Applovin Corp Class A (APP) | 0.2 | $2.8M | NEW | 8.6k | 323.83 |
|
| MasterCard Incorporated (MA) | 0.2 | $2.6M | 5.0k | 526.57 |
|
|
| Progressive Corporation (PGR) | 0.2 | $2.6M | -12% | 11k | 239.61 |
|
| Shopify Inc cl a (SHOP) | 0.2 | $2.6M | +47% | 25k | 106.33 |
|
| Arm Holdings (ARM) | 0.2 | $2.1M | 17k | 123.36 |
|
|
| Tyler Technologies (TYL) | 0.1 | $2.0M | NEW | 3.4k | 576.64 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $2.0M | 5.8k | 342.16 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.8M | -52% | 20k | 89.32 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.8M | +100% | 10k | 181.96 |
|
| PDF Solutions (PDFS) | 0.1 | $1.8M | 66k | 27.08 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.7M | 29k | 60.30 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $1.7M | 5.7k | 300.46 |
|
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| Toast (TOST) | 0.1 | $1.7M | NEW | 46k | 36.45 |
|
| Trade Desk (TTD) | 0.1 | $1.6M | NEW | 14k | 117.53 |
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| Potbelly (PBPB) | 0.1 | $1.5M | -8% | 155k | 9.42 |
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| Axon Enterprise (AXON) | 0.1 | $1.3M | NEW | 2.2k | 594.32 |
|
| Smith Douglas Homes Corp Cl A (SDHC) | 0.1 | $1.1M | -85% | 44k | 25.64 |
|
| Symbotic (SYM) | 0.1 | $1.1M | -70% | 46k | 23.71 |
|
| CoStar (CSGP) | 0.1 | $967k | -48% | 14k | 71.59 |
|
| Si-bone (SIBN) | 0.0 | $18k | -99% | 1.3k | 14.02 |
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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 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
- Next Century Growth Investors 2021 Q4 filed Feb. 14, 2022
- Next Century Growth Investors 2021 Q3 filed Nov. 12, 2021
- Next Century Growth Investors 2021 Q2 filed Aug. 13, 2021
- Next Century Growth Investors 2021 Q1 filed May 14, 2021