Next Century Growth Investors
Latest statistics and disclosures from Next Century Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WGS, PAY, ALHC, ATRO, PAR, and represent 15.06% of Next Century Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: IRTC (+$22M), ALHC (+$16M), AORT (+$13M), PEN (+$11M), XMTR (+$11M), WGS (+$9.3M), CWAN (+$7.5M), ATEC (+$7.1M), AGX (+$6.7M), SNOW.
- Started 17 new stock positions in PEN, DAVA, PAL, MRVL, IRTC, SPOT, OLO, AGX, SITM, CVNA. TEAM, MPTI.WS, CVLG, CRM, SNOW, AVGO, FROG.
- Reduced shares in these 10 stocks: PYCR (-$19M), , FLYW (-$14M), FRPT (-$14M), NTRA (-$13M), PEGA (-$11M), SMWB (-$9.9M), PRCT (-$9.3M), TNDM (-$7.3M), ONON (-$7.2M).
- Sold out of its positions in ARQ, AMD, AGYS, CSTL, CSGP, DCBO, ELF, FLYW, FRPT, HROW. MRTN, NTRA, NEO, OS, PDFS, PANW, PEGA, SIBN, SDHC, SYM, TNDM, TOST, ONON, SMWB.
- Next Century Growth Investors was a net seller of stock by $-69M.
- Next Century Growth Investors has $1.1B in assets under management (AUM), dropping by -15.76%.
- Central Index Key (CIK): 0001134007
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Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 123 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Genedx Holdings Corp (WGS) | 3.3 | $37M | +33% | 417k | 88.56 |
|
| Paymentus Holdings (PAY) | 3.2 | $35M | +5% | 1.4M | 26.10 |
|
| Alignment Healthcare (ALHC) | 3.1 | $35M | +85% | 1.9M | 18.62 |
|
| Astronics Corporation (ATRO) | 2.8 | $31M | -16% | 1.3M | 24.17 |
|
| PAR Technology Corporation (PAR) | 2.7 | $31M | -3% | 501k | 61.34 |
|
| Grid Dynamics Hldgs (GDYN) | 2.5 | $28M | +10% | 1.8M | 15.65 |
|
| Universal Technical Institute (UTI) | 2.4 | $27M | +5% | 1.0M | 25.68 |
|
| Vericel (VCEL) | 2.3 | $26M | +10% | 583k | 44.62 |
|
| CryoLife (AORT) | 2.2 | $25M | +107% | 1.0M | 24.58 |
|
| Irhythm Technologies (IRTC) | 1.9 | $22M | NEW | 208k | 104.68 |
|
| Kinsale Cap Group (KNSL) | 1.8 | $20M | +23% | 41k | 486.71 |
|
| RBC Bearings Incorporated (RBC) | 1.8 | $20M | -6% | 61k | 321.77 |
|
| Saia (SAIA) | 1.7 | $19M | -5% | 54k | 349.43 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.7 | $19M | 162k | 116.36 |
|
|
| Acva (ACVA) | 1.7 | $19M | 1.3M | 14.09 |
|
|
| ExlService Holdings (EXLS) | 1.6 | $18M | -6% | 389k | 47.21 |
|
| Innodata Isogen (INOD) | 1.6 | $18M | +24% | 502k | 35.90 |
|
| Q2 Holdings (QTWO) | 1.6 | $18M | +7% | 225k | 80.01 |
|
| Myr (MYRG) | 1.6 | $18M | 155k | 113.09 |
|
|
| Alphatec Holdings (ATEC) | 1.5 | $17M | +70% | 1.7M | 10.14 |
|
| Xometry (XMTR) | 1.5 | $17M | +194% | 664k | 24.92 |
|
| M/a (MTSI) | 1.3 | $15M | +4% | 150k | 100.38 |
|
| Global E Online (GLBE) | 1.3 | $15M | +14% | 410k | 35.65 |
|
| Veracyte (VCYT) | 1.3 | $14M | -17% | 476k | 29.65 |
|
| Clearw.a.hld. (CWAN) | 1.3 | $14M | +113% | 527k | 26.80 |
|
| Apple (AAPL) | 1.2 | $14M | -15% | 63k | 222.13 |
|
| Limbach Hldgs (LMB) | 1.2 | $14M | +17% | 184k | 74.47 |
|
| Carpenter Technology Corporation (CRS) | 1.2 | $13M | +20% | 74k | 181.18 |
|
| Waystar Holding Corp (WAY) | 1.2 | $13M | +9% | 356k | 37.36 |
|
| Lattice Semiconductor (LSCC) | 1.1 | $12M | -6% | 228k | 52.45 |
|
| Alkami Technology (ALKT) | 1.1 | $12M | +7% | 452k | 26.25 |
|
| Microsoft Corporation (MSFT) | 1.1 | $12M | -23% | 32k | 375.39 |
|
| Lincoln Educational Services Corporation (LINC) | 1.0 | $12M | +11% | 739k | 15.87 |
|
| Vertex (VERX) | 1.0 | $12M | +2% | 334k | 35.01 |
|
| Dutch Bros (BROS) | 1.0 | $12M | -30% | 186k | 61.74 |
|
| Penumbra (PEN) | 1.0 | $11M | NEW | 42k | 267.41 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $11M | -19% | 102k | 108.38 |
|
| Ftai Aviation (FTAI) | 1.0 | $11M | -12% | 98k | 111.03 |
|
| Western Alliance Bancorporation (WAL) | 1.0 | $11M | -6% | 140k | 76.83 |
|
| Guidewire Software (GWRE) | 0.9 | $9.9M | +14% | 53k | 187.36 |
|
| Pinnacle Financial Partners (PNFP) | 0.9 | $9.8M | +11% | 92k | 106.04 |
|
| Paycor Hcm (PYCR) | 0.9 | $9.7M | -66% | 434k | 22.44 |
|
| Aaon (AAON) | 0.9 | $9.7M | -16% | 124k | 78.13 |
|
| Apex Technology Acqui-cl A (AVPT) | 0.9 | $9.6M | +9% | 667k | 14.44 |
|
| Amazon (AMZN) | 0.8 | $9.5M | -13% | 50k | 190.26 |
|
| Sterling Construction Company (STRL) | 0.8 | $9.2M | -24% | 81k | 113.21 |
|
| Mirum Pharmaceuticals (MIRM) | 0.8 | $8.8M | +18% | 195k | 45.05 |
|
| Healthequity (HQY) | 0.8 | $8.7M | +30% | 98k | 88.37 |
|
| Byline Ban (BY) | 0.8 | $8.6M | 330k | 26.16 |
|
|
| Loar Holdings (LOAR) | 0.7 | $8.2M | -6% | 115k | 70.65 |
|
| Intapp (INTA) | 0.7 | $8.0M | 137k | 58.38 |
|
|
| Paylocity Holding Corporation (PCTY) | 0.7 | $7.7M | +36% | 41k | 187.34 |
|
| Standardaero (SARO) | 0.7 | $7.5M | 281k | 26.64 |
|
|
| QuinStreet (QNST) | 0.7 | $7.5M | -48% | 419k | 17.84 |
|
| Semrush Hldgs (SEMR) | 0.7 | $7.4M | +23% | 796k | 9.33 |
|
| Procept Biorobotics Corp (PRCT) | 0.7 | $7.4M | -55% | 127k | 58.26 |
|
| Biolife Solutions (BLFS) | 0.6 | $7.1M | 310k | 22.84 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $7.0M | -12% | 46k | 154.64 |
|
| Cushman Wakefield (CWK) | 0.6 | $7.0M | -45% | 687k | 10.22 |
|
| Cyberark Software (CYBR) | 0.6 | $7.0M | -6% | 21k | 338.00 |
|
| Argan (AGX) | 0.6 | $6.7M | NEW | 51k | 131.17 |
|
| Facebook Inc cl a (META) | 0.6 | $6.5M | -15% | 11k | 576.36 |
|
| Bowhead Specialty Hldgs (BOW) | 0.6 | $6.4M | 158k | 40.65 |
|
|
| Goosehead Ins (GSHD) | 0.6 | $6.2M | 53k | 118.06 |
|
|
| Mamamancini's Holdings (MAMA) | 0.5 | $6.1M | 942k | 6.51 |
|
|
| Skyward Specialty Insurance Gr (SKWD) | 0.5 | $5.9M | 112k | 52.92 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.9M | +9% | 6.2k | 945.78 |
|
| Potbelly (PBPB) | 0.5 | $5.9M | +298% | 619k | 9.51 |
|
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.5 | $5.8M | 665k | 8.70 |
|
|
| Kornit Digital (KRNT) | 0.5 | $5.8M | 303k | 19.08 |
|
|
| Intuitive Surgical (ISRG) | 0.5 | $5.6M | +64% | 11k | 495.27 |
|
| Knight Swift Transn Hldgs (KNX) | 0.5 | $5.5M | -25% | 128k | 43.49 |
|
| Progressive Corporation (PGR) | 0.5 | $5.5M | +76% | 19k | 283.01 |
|
| Boeing Company (BA) | 0.5 | $5.5M | 32k | 170.55 |
|
|
| Hexcel Corporation (HXL) | 0.5 | $5.3M | -52% | 97k | 54.76 |
|
| Coherent Corp (COHR) | 0.5 | $5.1M | -52% | 79k | 64.94 |
|
| Blend Labs (BLND) | 0.5 | $5.1M | 1.5M | 3.35 |
|
|
| Caredx (CDNA) | 0.4 | $4.9M | +25% | 275k | 17.75 |
|
| Goldman Sachs (GS) | 0.4 | $4.7M | +14% | 8.6k | 546.29 |
|
| Shopify Inc cl a (SHOP) | 0.4 | $4.5M | +91% | 48k | 95.48 |
|
| Snowflake Inc Cl A (SNOW) | 0.4 | $4.5M | NEW | 31k | 146.16 |
|
| Covenant Transportation (CVLG) | 0.4 | $4.4M | NEW | 198k | 22.20 |
|
| Weave Communications (WEAV) | 0.4 | $4.3M | +8% | 388k | 11.09 |
|
| Howmet Aerospace (HWM) | 0.4 | $4.3M | 33k | 129.73 |
|
|
| Rxsight (RXST) | 0.4 | $4.1M | -4% | 163k | 25.25 |
|
| Bridgewater Bancshares (BWB) | 0.4 | $4.1M | 294k | 13.89 |
|
|
| Netflix (NFLX) | 0.4 | $4.1M | 4.4k | 932.53 |
|
|
| Ceribell (CBLL) | 0.3 | $3.9M | 204k | 19.21 |
|
|
| Orion Marine (ORN) | 0.3 | $3.7M | +28% | 711k | 5.23 |
|
| Credo Technology Group Holding (CRDO) | 0.3 | $3.4M | -25% | 85k | 40.16 |
|
| Applovin Corp Class A (APP) | 0.3 | $3.4M | +48% | 13k | 264.97 |
|
| TWFG (TWFG) | 0.3 | $3.3M | 108k | 30.91 |
|
|
| Visa (V) | 0.3 | $3.3M | 9.4k | 350.46 |
|
|
| Jfrog (FROG) | 0.3 | $3.3M | NEW | 103k | 32.00 |
|
| M-tron Inds (MPTI) | 0.3 | $3.1M | -25% | 71k | 44.54 |
|
| Servicenow (NOW) | 0.3 | $3.1M | -26% | 3.9k | 796.14 |
|
| Sitime Corp (SITM) | 0.3 | $3.0M | NEW | 20k | 152.87 |
|
| Broadcom (AVGO) | 0.3 | $2.9M | NEW | 18k | 167.43 |
|
| Arteris (AIP) | 0.3 | $2.8M | +46% | 408k | 6.91 |
|
| MasterCard Incorporated (MA) | 0.2 | $2.8M | 5.0k | 548.12 |
|
|
| Wingstop (WING) | 0.2 | $2.5M | -61% | 11k | 225.58 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $2.2M | +5% | 31k | 72.20 |
|
| Olo (OLO) | 0.2 | $2.1M | NEW | 354k | 6.04 |
|
| Tyler Technologies (TYL) | 0.2 | $2.1M | +5% | 3.6k | 581.39 |
|
| Arcbest (ARCB) | 0.2 | $2.1M | -50% | 29k | 70.58 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $2.0M | 5.8k | 352.58 |
|
|
| Endava Plc ads (DAVA) | 0.2 | $1.9M | NEW | 99k | 19.51 |
|
| Kura Sushi Usa Inc cl a (KRUS) | 0.2 | $1.9M | -38% | 37k | 51.20 |
|
| Proficient Auto Logistics In (PAL) | 0.2 | $1.9M | NEW | 228k | 8.37 |
|
| Carvana Co cl a (CVNA) | 0.2 | $1.9M | NEW | 9.0k | 209.08 |
|
| Tesla Motors (TSLA) | 0.2 | $1.9M | -62% | 7.1k | 259.16 |
|
| Arm Holdings (ARM) | 0.2 | $1.8M | 17k | 106.79 |
|
|
| Quanta Services (PWR) | 0.2 | $1.8M | -47% | 7.0k | 254.18 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $1.8M | -13% | 18k | 100.88 |
|
| Spotify Technology Sa (SPOT) | 0.1 | $1.7M | NEW | 3.0k | 550.03 |
|
| Axon Enterprise (AXON) | 0.1 | $1.6M | +39% | 3.1k | 525.95 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $1.6M | NEW | 7.3k | 212.21 |
|
| salesforce (CRM) | 0.1 | $1.5M | NEW | 5.7k | 268.36 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.4M | 5.7k | 254.33 |
|
|
| Marvell Technology (MRVL) | 0.1 | $1.4M | NEW | 23k | 61.57 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $834k | -41% | 17k | 50.21 |
|
| Trade Desk (TTD) | 0.1 | $607k | -21% | 11k | 54.72 |
|
| M-Tron Industries - Warrants WT (MPTI.WS) | 0.0 | $0 | NEW | 71k | 0.00 |
|
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 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
- Next Century Growth Investors 2021 Q3 filed Nov. 12, 2021
- Next Century Growth Investors 2021 Q2 filed Aug. 13, 2021