Next Century Growth Investors
Latest statistics and disclosures from Next Century Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XMTR, LGND, ALHC, ATRO, LINC, and represent 16.55% of Next Century Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: BLLN (+$33M), LGND (+$33M), IPGP (+$32M), GH (+$26M), AGYS (+$22M), VCEL (+$21M), Dpc Holdings (+$17M), KNX (+$17M), BRZE (+$16M), OUST (+$16M).
- Started 18 new stock positions in BRZE, IPGP, VELO, BLZE, UMAC, Boost Run Cl A Ord, MXL, WLDN, ASML, OUST. GKOS, DOCN, LGCY, MRVL, Dpc Holdings, ATROB, GHM, ANET.
- Reduced shares in these 10 stocks: AAOI (-$40M), COHR (-$40M), AORT (-$38M), STRL (-$35M), AEHR (-$33M), MYRG (-$28M), ATEC (-$26M), MTSI (-$25M), LSCC (-$21M), SITM (-$20M).
- Sold out of its positions in ADMA, ATEC, APLD, CVNA, CELH, LEU, AORT, KNSL, LGN, PLTR. PEGA, WULF, TMDX, WAY, WING, YSS, ZETA.
- Next Century Growth Investors was a net seller of stock by $-53M.
- Next Century Growth Investors has $1.9B in assets under management (AUM), dropping by 36.70%.
- Central Index Key (CIK): 0001134007
Tip: Access up to 7 years of quarterly data
Positions held by Next Century Growth Investors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Xometry (XMTR) | 3.7 | $70M | -8% | 723k | 96.52 |
|
| Ligand Pharmaceuticals In (LGND) | 3.3 | $63M | +107% | 199k | 316.09 |
|
| Alignment Healthcare (ALHC) | 3.2 | $60M | +12% | 2.5M | 23.81 |
|
| Astronics Corporation (ATRO) | 3.2 | $60M | -5% | 743k | 81.26 |
|
| Lincoln Educational Services Corporation (LINC) | 3.1 | $59M | +12% | 1.2M | 49.90 |
|
| Mirum Pharmaceuticals (MIRM) | 2.6 | $49M | +8% | 420k | 117.07 |
|
| Billiontoone Inc Cl A (BLLN) | 2.3 | $44M | +302% | 365k | 119.98 |
|
| Global E Online (GLBE) | 2.2 | $41M | +53% | 1.2M | 34.73 |
|
| Universal Technical Institute (UTI) | 2.2 | $41M | 949k | 42.77 |
|
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| Axogen (AXGN) | 2.1 | $40M | 873k | 46.19 |
|
|
| Aehr Test Systems (AEHR) | 2.1 | $40M | -45% | 411k | 96.06 |
|
| Agilysys (AGYS) | 2.0 | $38M | +128% | 366k | 104.50 |
|
| Myr (MYRG) | 2.0 | $37M | -43% | 74k | 500.40 |
|
| Park Aerospace Corp. Cmn Pke (PKE) | 1.9 | $37M | +42% | 958k | 38.16 |
|
| Mamamancini's Holdings (MAMA) | 1.9 | $36M | +13% | 2.0M | 17.85 |
|
| IPG Photonics Corporation (IPGP) | 1.7 | $32M | NEW | 271k | 117.32 |
|
| Saia (SAIA) | 1.7 | $32M | +83% | 75k | 421.16 |
|
| Ultra Clean Holdings (UCTT) | 1.7 | $31M | -21% | 220k | 142.59 |
|
| RBC Bearings Incorporated (RBC) | 1.6 | $31M | +20% | 48k | 644.06 |
|
| Guardant Health (GH) | 1.6 | $30M | +644% | 201k | 150.03 |
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| Ftai Aviation (FTAI) | 1.5 | $29M | +8% | 107k | 270.53 |
|
| Knight Swift Transn Hldgs (KNX) | 1.5 | $29M | +135% | 371k | 77.87 |
|
| Almonty Inds (ALM) | 1.5 | $29M | -4% | 1.7M | 16.56 |
|
| Innodata Isogen (INOD) | 1.5 | $28M | 366k | 75.58 |
|
|
| Vericel (VCEL) | 1.4 | $27M | +300% | 613k | 44.49 |
|
| Forgent Power Solutions Inc Com Shs Cl A (FPS) | 1.4 | $26M | +58% | 460k | 55.86 |
|
| Covenant Transportation (CVLG) | 1.3 | $24M | +87% | 552k | 44.18 |
|
| M/a (MTSI) | 1.3 | $24M | -51% | 64k | 380.37 |
|
| Carpenter Technology Corporation (CRS) | 1.3 | $24M | -32% | 39k | 616.84 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $23M | 113k | 200.09 |
|
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| Irhythm Technologies (IRTC) | 1.2 | $22M | +10% | 187k | 118.95 |
|
| Sterling Construction Company (STRL) | 1.2 | $22M | -61% | 26k | 839.36 |
|
| Lattice Semiconductor (LSCC) | 1.1 | $21M | -49% | 140k | 152.96 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $21M | +53% | 60k | 357.37 |
|
| Arteris (AIP) | 1.1 | $21M | -25% | 437k | 48.59 |
|
| Jfrog (FROG) | 1.1 | $21M | +28% | 231k | 90.88 |
|
| Heartflow Inc/Sh (HTFL) | 1.0 | $20M | +2% | 671k | 29.34 |
|
| Paymentus Holdings (PAY) | 1.0 | $19M | -33% | 773k | 24.16 |
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| Sitime Corp (SITM) | 0.9 | $18M | -52% | 24k | 745.56 |
|
| Silvaco Group (SVCO) | 0.9 | $17M | +51% | 1.3M | 13.79 |
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| Dpc Holdings | 0.9 | $17M | NEW | 347k | 49.06 |
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| Orion Marine (ORN) | 0.9 | $17M | +50% | 989k | 16.82 |
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| Braze (BRZE) | 0.9 | $16M | NEW | 747k | 21.69 |
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| Ichor Holdings (ICHR) | 0.8 | $16M | -23% | 143k | 112.28 |
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| Biolife Solutions (BLFS) | 0.8 | $16M | +54% | 559k | 28.24 |
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| Ouster (OUST) | 0.8 | $16M | NEW | 252k | 62.52 |
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| Frequency Electronics (FEIM) | 0.8 | $15M | +6% | 231k | 66.35 |
|
| Apple (AAPL) | 0.8 | $15M | -33% | 52k | 289.36 |
|
| Dutch Bros (BROS) | 0.8 | $15M | -38% | 204k | 71.81 |
|
| Tactile Systems Technology, In (TCMD) | 0.8 | $14M | +12% | 480k | 29.78 |
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| Aaon (AAON) | 0.7 | $14M | 110k | 126.86 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.7 | $13M | +20% | 610k | 21.45 |
|
| Digitalocean Hldgs (DOCN) | 0.7 | $13M | NEW | 80k | 157.03 |
|
| M-tron Inds (MPTI) | 0.7 | $12M | +14% | 124k | 99.15 |
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| Marten Transport (MRTN) | 0.6 | $12M | +67% | 699k | 17.35 |
|
| MaxLinear (MXL) | 0.6 | $12M | NEW | 94k | 128.03 |
|
| Kestra Med Technologie F (KMTS) | 0.6 | $12M | 459k | 25.44 |
|
|
| Astronics Corporation (ATROB) | 0.6 | $12M | NEW | 152k | 76.00 |
|
| Broadcom (AVGO) | 0.6 | $11M | -4% | 30k | 377.75 |
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| Backblaze (BLZE) | 0.6 | $11M | NEW | 688k | 15.86 |
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| Modine Manufacturing (MOD) | 0.6 | $11M | -18% | 41k | 267.02 |
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| Willdan (WLDN) | 0.5 | $10M | NEW | 126k | 79.10 |
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| Velo3d (VELO) | 0.5 | $9.7M | NEW | 553k | 17.55 |
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| Si-bone (SIBN) | 0.5 | $9.6M | +52% | 585k | 16.32 |
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| Loar Holdings (LOAR) | 0.5 | $9.4M | -6% | 117k | 80.61 |
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| General Electric (GE) | 0.5 | $8.7M | +47% | 23k | 373.73 |
|
| EquipmentShare.com (EQPT) | 0.4 | $8.4M | +89% | 430k | 19.66 |
|
| Microsoft Corporation (MSFT) | 0.4 | $8.2M | -27% | 22k | 373.02 |
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| Karman Hldgs (KRMN) | 0.4 | $8.1M | -5% | 162k | 49.92 |
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| Applied Materials (AMAT) | 0.4 | $7.9M | -18% | 11k | 723.00 |
|
| Goldman Sachs (GS) | 0.4 | $7.7M | 7.6k | 1011.37 |
|
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| Standardaero (SARO) | 0.4 | $7.5M | -4% | 251k | 29.91 |
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| Graham Corporation (GHM) | 0.4 | $7.5M | NEW | 61k | 123.79 |
|
| Applied Optoelectronics (AAOI) | 0.4 | $7.4M | -84% | 50k | 148.16 |
|
| Howmet Aerospace (HWM) | 0.4 | $7.1M | 26k | 268.86 |
|
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| Mp Materials Corp (MP) | 0.4 | $6.9M | -4% | 123k | 56.01 |
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| Bridgewater Bancshares (BWB) | 0.4 | $6.7M | -4% | 318k | 21.04 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.4 | $6.7M | 8.7k | 763.14 |
|
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| Terex Corporation (TEX) | 0.3 | $6.2M | -21% | 85k | 72.39 |
|
| Once Upon A Farm Pbc (OFRM) | 0.3 | $6.1M | +24% | 296k | 20.48 |
|
| Advanced Micro Devices (AMD) | 0.3 | $5.9M | -20% | 10k | 580.91 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $5.5M | -48% | 17k | 334.82 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $5.4M | -47% | 70k | 76.88 |
|
| Caterpillar (CAT) | 0.3 | $5.3M | -29% | 4.9k | 1064.90 |
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| Planet Labs Pbc Com Cl A (PL) | 0.3 | $5.0M | -46% | 152k | 33.13 |
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| Kopin Corporation (KOPN) | 0.3 | $4.8M | +351% | 1.1M | 4.48 |
|
| Shopify Inc cl a (SHOP) | 0.2 | $4.5M | +61% | 40k | 114.18 |
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| Facebook Inc cl a (META) | 0.2 | $4.3M | -15% | 7.7k | 563.29 |
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| Visa (V) | 0.2 | $4.3M | 13k | 343.09 |
|
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| Boost Run Cl A Ord | 0.2 | $4.1M | NEW | 106k | 38.81 |
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| Glaukos (GKOS) | 0.2 | $4.0M | NEW | 29k | 139.76 |
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| Cava Group Ord (CAVA) | 0.2 | $4.0M | -44% | 51k | 78.48 |
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| Unusual Machs (UMAC) | 0.2 | $3.9M | NEW | 176k | 22.30 |
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| Ge Vernova (GEV) | 0.2 | $3.8M | -42% | 3.3k | 1174.86 |
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| Quanta Services (PWR) | 0.2 | $3.8M | 5.3k | 720.04 |
|
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| Robinhood Mkts (HOOD) | 0.2 | $3.6M | 36k | 100.28 |
|
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| Coherent Corp (COHR) | 0.2 | $3.3M | -92% | 8.4k | 394.47 |
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| Axon Enterprise (AXON) | 0.2 | $2.8M | -44% | 5.1k | 560.61 |
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| Evolv Technologi (EVLV) | 0.1 | $2.8M | -39% | 485k | 5.80 |
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| Roku (ROKU) | 0.1 | $2.8M | 20k | 138.14 |
|
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| Insmed (INSM) | 0.1 | $2.8M | 26k | 106.62 |
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| Seagate Technology (STX) | 0.1 | $2.8M | -39% | 2.9k | 965.00 |
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| Limbach Hldgs (LMB) | 0.1 | $2.8M | -4% | 36k | 77.00 |
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| Asml Holding (ASML) | 0.1 | $2.7M | NEW | 1.3k | 1989.44 |
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| MasterCard Incorporated (MA) | 0.1 | $2.6M | 5.0k | 513.60 |
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| Arista Networks (ANET) | 0.1 | $2.5M | NEW | 15k | 169.88 |
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| Amazon (AMZN) | 0.1 | $2.4M | -70% | 10k | 238.34 |
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| Tesla Motors (TSLA) | 0.1 | $2.3M | -48% | 5.4k | 420.60 |
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| Marvell Technology (MRVL) | 0.1 | $2.2M | NEW | 7.5k | 297.89 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.1M | 2.2k | 935.47 |
|
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| Applovin Corp Class A (APP) | 0.1 | $2.0M | -21% | 3.9k | 515.23 |
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| Bloom Energy Corp (BE) | 0.1 | $1.8M | -86% | 5.8k | 302.70 |
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| Legacy Ed (LGCY) | 0.0 | $723k | NEW | 62k | 11.76 |
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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 2026 Q2 filed Aug. 14, 2026
- Next Century Growth Investors 2026 Q1 filed May 14, 2026
- 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