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, AORT, XMTR, ALHC, UTI, and represent 16.00% of Next Century Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: PL (+$23M), PGY (+$20M), PI (+$19M), APLD (+$14M), MP (+$14M), MIRM (+$13M), AAON (+$11M), TOL (+$10M), KRMN (+$9.9M), BE (+$9.6M).
- Started 34 new stock positions in KRMN, Netskope, LEU, WULF, HOOD, MDB, ADMA, PRCH, PI, ADPT.
- Reduced shares in these 10 stocks: PAR (-$29M), VCEL (-$29M), CDNA (-$22M), STRL (-$21M), EXLS (-$17M), ACVA (-$16M), HQY (-$14M), VERX (-$12M), PRCT (-$11M), SPRY (-$11M).
- Sold out of its positions in ACVA, ARM, TEAM, BOW, BY, CDNA, CBLL, CWAN, CVLG, EXLS.
- Next Century Growth Investors was a net seller of stock by $-15M.
- Next Century Growth Investors has $1.4B in assets under management (AUM), dropping by 5.99%.
- Central Index Key (CIK): 0001134007
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Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 124 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Astronics Corporation (ATRO) | 4.0 | $55M | -4% | 1.2M | 45.61 |
|
| CryoLife (AORT) | 3.2 | $44M | +4% | 1.0M | 42.34 |
|
| Xometry (XMTR) | 3.2 | $44M | +4% | 808k | 54.47 |
|
| Alignment Healthcare (ALHC) | 2.9 | $40M | +4% | 2.3M | 17.45 |
|
| Universal Technical Institute (UTI) | 2.6 | $36M | +15% | 1.1M | 32.55 |
|
| Paymentus Holdings (PAY) | 2.6 | $36M | +3% | 1.2M | 30.60 |
|
| Myr (MYRG) | 2.5 | $34M | +5% | 165k | 208.03 |
|
| Alphatec Holdings (ATEC) | 2.4 | $33M | +10% | 2.3M | 14.54 |
|
| Irhythm Technologies (IRTC) | 2.4 | $33M | -15% | 189k | 171.99 |
|
| Sterling Construction Company (STRL) | 2.2 | $31M | -40% | 90k | 339.68 |
|
| Mirum Pharmaceuticals (MIRM) | 1.9 | $27M | +89% | 361k | 73.31 |
|
| Genedx Holdings Corp (WGS) | 1.8 | $25M | +5% | 234k | 107.74 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $24M | +12% | 128k | 186.58 |
|
| Planet Labs Pbc Com Cl A (PL) | 1.7 | $23M | NEW | 1.8M | 12.98 |
|
| Microsoft Corporation (MSFT) | 1.6 | $22M | +10% | 43k | 517.95 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.6 | $22M | +4% | 168k | 128.40 |
|
| M/a (MTSI) | 1.5 | $21M | +4% | 165k | 124.49 |
|
| Pagaya Technologies (PGY) | 1.4 | $20M | NEW | 661k | 29.69 |
|
| RBC Bearings Incorporated (RBC) | 1.4 | $19M | -13% | 49k | 390.29 |
|
| Ftai Aviation (FTAI) | 1.4 | $19M | +18% | 114k | 166.86 |
|
| Lattice Semiconductor (LSCC) | 1.4 | $19M | +15% | 260k | 73.32 |
|
| Impinj (PI) | 1.4 | $19M | NEW | 105k | 180.75 |
|
| Sitime Corp (SITM) | 1.4 | $19M | +22% | 62k | 301.31 |
|
| Apple (AAPL) | 1.3 | $18M | +15% | 72k | 254.63 |
|
| Lincoln Educational Services Corporation (LINC) | 1.3 | $18M | +5% | 760k | 23.50 |
|
| Argan (AGX) | 1.3 | $18M | +5% | 66k | 270.05 |
|
| Kinsale Cap Group (KNSL) | 1.2 | $17M | 40k | 425.26 |
|
|
| Carpenter Technology Corporation (CRS) | 1.2 | $16M | +4% | 64k | 245.54 |
|
| Apex Technology Acqui-cl A (AVPT) | 1.1 | $15M | 1.0M | 15.01 |
|
|
| Limbach Hldgs (LMB) | 1.1 | $15M | 155k | 97.12 |
|
|
| Saia (SAIA) | 1.1 | $15M | -7% | 49k | 299.36 |
|
| Applied Blockchain (APLD) | 1.0 | $14M | NEW | 610k | 22.94 |
|
| Mp Materials Corp (MP) | 1.0 | $14M | NEW | 203k | 67.07 |
|
| Innodata Isogen (INOD) | 1.0 | $14M | +81% | 176k | 77.07 |
|
| Penumbra (PEN) | 1.0 | $13M | +4% | 52k | 253.32 |
|
| Dutch Bros (BROS) | 0.9 | $13M | +4% | 248k | 52.34 |
|
| Jfrog (FROG) | 0.9 | $13M | +174% | 274k | 47.33 |
|
| Credo Technology Group Holding (CRDO) | 0.9 | $13M | +4% | 89k | 145.61 |
|
| Celsius Holdings (CELH) | 0.9 | $13M | +61% | 221k | 57.49 |
|
| Mamamancini's Holdings (MAMA) | 0.8 | $12M | +19% | 1.1M | 10.51 |
|
| Amazon (AMZN) | 0.8 | $11M | 51k | 219.57 |
|
|
| Coherent Corp (COHR) | 0.8 | $11M | +4% | 103k | 107.72 |
|
| Aaon (AAON) | 0.8 | $11M | NEW | 117k | 93.44 |
|
| Broadcom (AVGO) | 0.8 | $11M | +26% | 32k | 329.91 |
|
| Waystar Holding Corp (WAY) | 0.8 | $11M | -21% | 277k | 37.92 |
|
| Elf Beauty (ELF) | 0.7 | $10M | +4% | 77k | 132.48 |
|
| Toll Brothers (TOL) | 0.7 | $10M | NEW | 73k | 138.14 |
|
| Karman Hldgs (KRMN) | 0.7 | $9.9M | NEW | 137k | 72.20 |
|
| Bloom Energy Corp (BE) | 0.7 | $9.6M | NEW | 114k | 84.57 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $9.5M | +78% | 39k | 243.10 |
|
| Terawulf (WULF) | 0.6 | $8.8M | NEW | 772k | 11.42 |
|
| Agilysys (AGYS) | 0.6 | $8.8M | -22% | 83k | 105.25 |
|
| Porch Group (PRCH) | 0.6 | $8.8M | NEW | 522k | 16.78 |
|
| Coastal Finl Corp Wa (CCB) | 0.6 | $8.4M | NEW | 78k | 108.17 |
|
| Aehr Test Systems (AEHR) | 0.6 | $8.3M | NEW | 276k | 30.11 |
|
| Facebook Inc cl a (META) | 0.6 | $8.0M | +80% | 11k | 734.38 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.6 | $7.9M | NEW | 531k | 14.96 |
|
| AeroVironment (AVAV) | 0.6 | $7.8M | NEW | 25k | 314.89 |
|
| American Superconductor (AMSC) | 0.6 | $7.6M | NEW | 128k | 59.39 |
|
| Zeta Global Holdings Corp (ZETA) | 0.5 | $7.4M | NEW | 374k | 19.87 |
|
| Global E Online (GLBE) | 0.5 | $7.1M | +18% | 198k | 35.76 |
|
| Netskope | 0.5 | $7.0M | NEW | 309k | 22.73 |
|
| Boeing Company (BA) | 0.5 | $7.0M | 32k | 215.83 |
|
|
| Biolife Solutions (BLFS) | 0.5 | $6.7M | +15% | 264k | 25.51 |
|
| Standardaero (SARO) | 0.5 | $6.7M | -12% | 245k | 27.29 |
|
| Centrus Energy Corp cl a (LEU) | 0.5 | $6.6M | NEW | 21k | 310.07 |
|
| Q2 Holdings (QTWO) | 0.5 | $6.5M | -62% | 89k | 72.39 |
|
| Western Alliance Bancorporation (WAL) | 0.5 | $6.5M | -7% | 75k | 86.72 |
|
| Blend Labs (BLND) | 0.5 | $6.4M | +17% | 1.8M | 3.65 |
|
| Howmet Aerospace (HWM) | 0.5 | $6.3M | -2% | 32k | 196.23 |
|
| Goldman Sachs (GS) | 0.5 | $6.2M | -16% | 7.8k | 796.35 |
|
| ServiceTitan (TTAN) | 0.4 | $6.2M | +4% | 61k | 100.83 |
|
| Transmedics Group (TMDX) | 0.4 | $6.1M | -54% | 54k | 112.20 |
|
| Bridgewater Bancshares (BWB) | 0.4 | $6.0M | +18% | 340k | 17.60 |
|
| Applovin Corp Class A (APP) | 0.4 | $5.9M | 8.2k | 718.54 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.8M | 6.3k | 925.63 |
|
|
| Adma Biologics (ADMA) | 0.4 | $5.8M | NEW | 396k | 14.66 |
|
| Snowflake Inc Cl A (SNOW) | 0.4 | $5.8M | -17% | 26k | 225.55 |
|
| Shopify Inc cl a (SHOP) | 0.4 | $5.7M | +38% | 38k | 148.61 |
|
| Orion Marine (ORN) | 0.4 | $5.6M | -28% | 670k | 8.32 |
|
| Tesla Motors (TSLA) | 0.4 | $5.6M | 13k | 444.72 |
|
|
| Park Aerospace Corp. Cmn Pke (PKE) | 0.4 | $5.5M | NEW | 273k | 20.34 |
|
| Klaviyo Srs A Ord (KVYO) | 0.4 | $5.5M | NEW | 199k | 27.69 |
|
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.4 | $5.4M | -31% | 447k | 11.99 |
|
| Alkami Technology (ALKT) | 0.4 | $5.4M | -51% | 216k | 24.84 |
|
| Wingstop (WING) | 0.4 | $5.1M | +4% | 20k | 251.68 |
|
| Arteris (AIP) | 0.4 | $5.0M | +24% | 495k | 10.10 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.4 | $5.0M | -20% | 33k | 150.86 |
|
| Legence Corp | 0.4 | $4.9M | NEW | 158k | 30.81 |
|
| M-tron Inds (MPTI) | 0.4 | $4.8M | +26% | 87k | 55.48 |
|
| Evolv Technologi (EVLV) | 0.4 | $4.8M | NEW | 638k | 7.55 |
|
| Goosehead Ins (GSHD) | 0.3 | $4.7M | +21% | 63k | 74.42 |
|
| Ategrity Specialty In Co Ho (ASIC) | 0.3 | $4.5M | 229k | 19.77 |
|
|
| Kestra Med Technologie F (KMTS) | 0.3 | $4.3M | NEW | 183k | 23.76 |
|
| Optimizerx Ord (OPRX) | 0.3 | $4.3M | NEW | 211k | 20.50 |
|
| TWFG (TWFG) | 0.3 | $3.9M | 143k | 27.44 |
|
|
| Black Rock Coffee Bar | 0.3 | $3.7M | NEW | 157k | 23.86 |
|
| Loar Holdings (LOAR) | 0.3 | $3.7M | -59% | 46k | 80.00 |
|
| Quanta Services (PWR) | 0.3 | $3.7M | 8.8k | 414.42 |
|
|
| Knight Swift Transn Hldgs (KNX) | 0.3 | $3.5M | -29% | 89k | 39.51 |
|
| Owlet (OWLT) | 0.3 | $3.5M | +108% | 410k | 8.47 |
|
| Visa (V) | 0.2 | $3.2M | 9.5k | 341.38 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $3.2M | NEW | 11k | 281.24 |
|
| Kura Sushi Usa Inc cl a (KRUS) | 0.2 | $3.1M | +42% | 52k | 59.41 |
|
| Servicenow (NOW) | 0.2 | $3.0M | -24% | 3.2k | 920.28 |
|
| MasterCard Incorporated (MA) | 0.2 | $2.9M | 5.1k | 568.81 |
|
|
| Mongodb Inc. Class A (MDB) | 0.2 | $2.8M | NEW | 9.0k | 310.38 |
|
| Axon Enterprise (AXON) | 0.2 | $2.7M | 3.7k | 717.64 |
|
|
| Guidewire Software (GWRE) | 0.2 | $2.7M | 12k | 229.86 |
|
|
| Ge Vernova (GEV) | 0.2 | $2.6M | NEW | 4.2k | 614.90 |
|
| Frequency Electronics (FEIM) | 0.2 | $2.5M | NEW | 73k | 33.91 |
|
| Intapp (INTA) | 0.2 | $2.4M | -55% | 60k | 40.90 |
|
| Robinhood Mkts (HOOD) | 0.2 | $2.4M | NEW | 17k | 143.18 |
|
| Amprius Technologies (AMPX) | 0.2 | $2.4M | NEW | 229k | 10.52 |
|
| Caterpillar (CAT) | 0.2 | $2.4M | 5.0k | 477.15 |
|
|
| Insmed (INSM) | 0.2 | $2.3M | NEW | 16k | 144.01 |
|
| Spotify Technology Sa (SPOT) | 0.2 | $2.1M | 3.1k | 698.00 |
|
|
| Carvana Co cl a (CVNA) | 0.2 | $2.1M | 5.6k | 377.24 |
|
|
| Netflix (NFLX) | 0.1 | $2.0M | -67% | 1.6k | 1198.92 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.9M | -64% | 19k | 97.63 |
|
| Progressive Corporation (PGR) | 0.1 | $976k | -79% | 4.0k | 246.95 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $957k | 2.0k | 490.38 |
|
|
| Si-bone (SIBN) | 0.0 | $344k | -90% | 23k | 14.72 |
|
| M-Tron Industries - Warrants WT (MPTI.WS) | 0.0 | $123k | 70k | 1.75 |
|
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 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
- Next Century Growth Investors 2021 Q4 filed Feb. 14, 2022