Next Century Growth Investors as of Sept. 30, 2011
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 165 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
NxStage Medical | 2.9 | $56M | 2.7M | 20.86 | |
Sxc Health Solutions Corp | 2.7 | $52M | 931k | 55.70 | |
HMS Holdings | 2.5 | $49M | 2.0M | 24.39 | |
Salix Pharmaceuticals | 2.5 | $48M | 1.6M | 29.60 | |
Ultimate Software | 2.5 | $47M | 1.0M | 46.72 | |
Gentex Corporation (GNTX) | 2.4 | $46M | 1.9M | 24.05 | |
RealPage | 2.3 | $45M | 2.2M | 20.45 | |
BJ's Restaurants (BJRI) | 2.3 | $45M | 1.0M | 44.11 | |
Chart Industries (GTLS) | 2.1 | $41M | 960k | 42.17 | |
NetSuite | 2.1 | $40M | 1.5M | 27.01 | |
Questcor Pharmaceuticals | 2.0 | $39M | 1.4M | 27.26 | |
Cepheid | 2.0 | $39M | 1.0M | 38.83 | |
BE Aerospace | 2.0 | $38M | 1.1M | 33.11 | |
RightNow Technologies | 2.0 | $38M | 1.1M | 33.05 | |
Portfolio Recovery Associates | 1.9 | $36M | 583k | 62.22 | |
Tenne | 1.8 | $35M | 1.4M | 25.61 | |
Titan International (TWI) | 1.8 | $35M | 2.3M | 15.00 | |
BroadSoft | 1.7 | $34M | 1.1M | 30.35 | |
Shutterfly | 1.7 | $33M | 810k | 41.18 | |
Qlik Technologies | 1.7 | $33M | 1.5M | 21.66 | |
athenahealth | 1.7 | $33M | 546k | 59.55 | |
Concur Technologies | 1.7 | $32M | 863k | 37.22 | |
Hittite Microwave Corporation | 1.6 | $31M | 645k | 48.70 | |
WABCO Holdings | 1.6 | $31M | 823k | 37.86 | |
Acacia Research Corporation (ACTG) | 1.6 | $31M | 858k | 35.99 | |
Rosetta Resources | 1.6 | $31M | 899k | 34.22 | |
Fresh Market | 1.5 | $29M | 771k | 38.16 | |
Teavana Hldgs | 1.4 | $27M | 1.3M | 20.34 | |
Syntel | 1.3 | $25M | 583k | 43.19 | |
Financial Engines | 1.3 | $25M | 1.4M | 18.11 | |
DTS | 1.3 | $25M | 1.0M | 24.83 | |
Old Dominion Freight Line (ODFL) | 1.2 | $24M | 811k | 28.97 | |
Grand Canyon Education (LOPE) | 1.2 | $23M | 1.4M | 16.15 | |
Quality Systems | 1.1 | $21M | 219k | 97.00 | |
Francescas Hldgs Corp | 1.0 | $19M | 909k | 21.21 | |
Catalyst Health Solutions | 1.0 | $18M | 319k | 57.69 | |
Northern Oil & Gas | 1.0 | $18M | 951k | 19.39 | |
H&E Equipment Services (HEES) | 0.9 | $18M | 2.2M | 8.25 | |
Volcano Corporation | 0.9 | $18M | 602k | 29.63 | |
RTI International Metals | 0.9 | $17M | 713k | 23.32 | |
Ariba | 0.8 | $16M | 583k | 27.71 | |
Nic | 0.8 | $16M | 1.4M | 11.45 | |
Cypress Semiconductor Corporation | 0.8 | $16M | 1.1M | 14.97 | |
Pegasystems (PEGA) | 0.8 | $16M | 517k | 30.61 | |
Taleo Corporation | 0.8 | $16M | 605k | 25.72 | |
Dice Holdings | 0.7 | $14M | 1.8M | 7.82 | |
Lufkin Industries | 0.7 | $14M | 265k | 53.21 | |
IPG Photonics Corporation (IPGP) | 0.6 | $11M | 260k | 43.44 | |
Wabash National Corporation (WNC) | 0.6 | $11M | 2.3M | 4.77 | |
FARO Technologies (FARO) | 0.6 | $11M | 348k | 31.55 | |
C&j Energy Services | 0.5 | $9.6M | 585k | 16.44 | |
Apple (AAPL) | 0.5 | $9.0M | 24k | 381.20 | |
Amazon (AMZN) | 0.5 | $9.0M | 42k | 216.24 | |
OPNET Technologies | 0.5 | $8.6M | 246k | 34.91 | |
Astronics Corporation (ATRO) | 0.4 | $8.4M | 297k | 28.25 | |
Virtusa Corporation | 0.4 | $8.1M | 612k | 13.20 | |
Allergan | 0.4 | $7.8M | 95k | 82.38 | |
Amerigon Incorporated | 0.4 | $8.0M | 626k | 12.73 | |
Precision Castparts | 0.4 | $7.6M | 49k | 155.47 | |
ExlService Holdings (EXLS) | 0.4 | $7.5M | 343k | 22.00 | |
Encore Capital (ECPG) | 0.4 | $7.2M | 332k | 21.85 | |
Chipotle Mexican Grill (CMG) | 0.4 | $7.1M | 23k | 302.95 | |
Costco Wholesale Corporation (COST) | 0.4 | $7.0M | 86k | 82.12 | |
priceline.com Incorporated | 0.4 | $6.9M | 15k | 449.47 | |
Graham Corporation (GHM) | 0.4 | $6.9M | 415k | 16.64 | |
Sourcefire | 0.4 | $6.8M | 256k | 26.76 | |
Fastenal Company (FAST) | 0.3 | $6.8M | 204k | 33.28 | |
Maxwell Technologies | 0.3 | $6.8M | 369k | 18.41 | |
Vocus | 0.3 | $6.7M | 400k | 16.76 | |
Dynamic Materials Corporation | 0.3 | $6.7M | 424k | 15.75 | |
Body Central Acquisition Corporation | 0.3 | $6.7M | 370k | 18.16 | |
Boeing Company (BA) | 0.3 | $6.3M | 105k | 60.51 | |
Oracle Corporation (ORCL) | 0.3 | $6.3M | 218k | 28.74 | |
Green Mountain Coffee Roasters | 0.3 | $6.2M | 67k | 92.95 | |
salesforce (CRM) | 0.3 | $6.3M | 55k | 114.28 | |
Cornerstone Ondemand | 0.3 | $6.2M | 491k | 12.54 | |
Tangoe | 0.3 | $6.1M | 542k | 11.31 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $5.8M | 93k | 62.69 | |
Deere & Company (DE) | 0.3 | $5.7M | 88k | 64.57 | |
SPS Commerce (SPSC) | 0.3 | $5.7M | 352k | 16.29 | |
Ellie Mae | 0.3 | $5.8M | 1.0M | 5.56 | |
Kenexa Corporation | 0.3 | $5.5M | 353k | 15.64 | |
VMware | 0.3 | $5.7M | 70k | 80.38 | |
Mosaic (MOS) | 0.3 | $5.6M | 114k | 48.97 | |
Union Pacific Corporation (UNP) | 0.3 | $5.4M | 66k | 81.67 | |
Heritage-Crystal Clean | 0.3 | $5.2M | 288k | 18.16 | |
LivePerson (LPSN) | 0.3 | $4.9M | 497k | 9.95 | |
FedEx Corporation (FDX) | 0.2 | $4.8M | 71k | 67.68 | |
Cummins (CMI) | 0.2 | $4.7M | 58k | 81.66 | |
Praxair | 0.2 | $4.8M | 51k | 93.48 | |
Visa (V) | 0.2 | $4.8M | 57k | 85.72 | |
Fluor Corporation (FLR) | 0.2 | $4.6M | 99k | 46.55 | |
Insulet Corporation (PODD) | 0.2 | $4.6M | 302k | 15.26 | |
Akorn | 0.2 | $4.4M | 567k | 7.81 | |
Express Scripts | 0.2 | $4.1M | 112k | 37.07 | |
Summer Infant | 0.2 | $4.0M | 606k | 6.60 | |
Citrix Systems | 0.2 | $3.9M | 71k | 54.53 | |
Starbucks Corporation (SBUX) | 0.2 | $3.8M | 102k | 37.29 | |
Rue21 | 0.2 | $3.9M | 171k | 22.69 | |
eBay (EBAY) | 0.2 | $3.7M | 125k | 29.49 | |
Silicon Image | 0.2 | $3.6M | 612k | 5.87 | |
Commercial Vehicle (CVGI) | 0.2 | $3.7M | 567k | 6.57 | |
Flotek Industries | 0.2 | $3.6M | 771k | 4.67 | |
Biolase Technology | 0.2 | $3.7M | 1.2M | 3.00 | |
Servicesource | 0.2 | $3.6M | 272k | 13.21 | |
EMC Corporation | 0.2 | $3.5M | 166k | 20.99 | |
VeriFone Systems | 0.2 | $3.5M | 99k | 35.02 | |
Abraxas Petroleum | 0.2 | $3.5M | 1.3M | 2.64 | |
LogMeIn | 0.2 | $3.5M | 106k | 33.21 | |
Schlumberger (SLB) | 0.2 | $3.3M | 56k | 59.73 | |
Chicago Bridge & Iron Company | 0.2 | $3.2M | 111k | 28.63 | |
Kansas City Southern | 0.2 | $3.3M | 67k | 49.96 | |
J.B. Hunt Transport Services (JBHT) | 0.2 | $3.2M | 88k | 36.12 | |
Johnson Controls | 0.2 | $3.1M | 118k | 26.37 | |
Whole Foods Market | 0.2 | $3.0M | 46k | 65.30 | |
Baidu (BIDU) | 0.2 | $3.2M | 30k | 106.92 | |
Polypore International | 0.2 | $3.1M | 56k | 56.51 | |
Equinix | 0.1 | $2.8M | 32k | 88.83 | |
Merge Healthcare | 0.1 | $2.9M | 482k | 6.09 | |
HealthStream (HSTM) | 0.1 | $3.0M | 232k | 12.83 | |
Ansys (ANSS) | 0.1 | $2.7M | 55k | 49.05 | |
HEICO Corporation (HEI) | 0.1 | $2.8M | 56k | 49.24 | |
Walter Investment Management | 0.1 | $2.6M | 114k | 22.93 | |
Furmanite Corporation | 0.1 | $2.8M | 509k | 5.41 | |
Derma Sciences | 0.1 | $2.7M | 334k | 8.00 | |
OCZ Technology | 0.1 | $2.8M | 575k | 4.85 | |
ShoreTel | 0.1 | $2.6M | 515k | 4.98 | |
Greenbrier Companies (GBX) | 0.1 | $2.4M | 208k | 11.65 | |
Cerner Corporation | 0.1 | $2.3M | 34k | 68.52 | |
Qualcomm (QCOM) | 0.1 | $2.3M | 47k | 48.63 | |
Rogers Corporation (ROG) | 0.1 | $2.2M | 57k | 39.14 | |
Lululemon Athletica (LULU) | 0.1 | $2.4M | 49k | 48.65 | |
Advisory Board Company | 0.1 | $2.4M | 37k | 64.53 | |
PROS Holdings (PRO) | 0.1 | $2.4M | 186k | 12.89 | |
KIT digital | 0.1 | $2.3M | 272k | 8.40 | |
Magnum Hunter Resources Corporation | 0.1 | $2.4M | 719k | 3.31 | |
Bankrate | 0.1 | $2.4M | 157k | 15.21 | |
0.1 | $2.1M | 4.2k | 514.28 | ||
Broadcom Corporation | 0.1 | $2.1M | 63k | 33.29 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.2M | 35k | 62.23 | |
Alexion Pharmaceuticals | 0.1 | $2.1M | 33k | 64.05 | |
GeoResources | 0.1 | $2.1M | 118k | 17.79 | |
Caterpillar (CAT) | 0.1 | $1.9M | 26k | 73.83 | |
Nokia Corporation (NOK) | 0.1 | $1.9M | 338k | 5.66 | |
Intuitive Surgical (ISRG) | 0.1 | $1.9M | 5.1k | 364.23 | |
FreightCar America (RAIL) | 0.1 | $1.9M | 132k | 14.41 | |
Aruba Networks | 0.1 | $2.0M | 96k | 20.91 | |
Ralph Lauren Corp (RL) | 0.1 | $1.9M | 15k | 129.70 | |
Genesee & Wyoming | 0.1 | $1.8M | 38k | 46.52 | |
Wabtec Corporation (WAB) | 0.1 | $1.8M | 33k | 52.87 | |
Homeaway | 0.1 | $1.8M | 54k | 33.61 | |
Crocs (CROX) | 0.1 | $1.6M | 67k | 23.67 | |
Wynn Resorts (WYNN) | 0.1 | $1.6M | 14k | 115.10 | |
Atmel Corporation | 0.1 | $1.6M | 198k | 8.07 | |
BorgWarner (BWA) | 0.1 | $1.5M | 26k | 60.54 | |
Acme Packet | 0.1 | $1.5M | 36k | 42.60 | |
WisdomTree Investments (WT) | 0.1 | $1.4M | 197k | 7.02 | |
Hub (HUBG) | 0.1 | $1.2M | 43k | 28.28 | |
Under Armour (UAA) | 0.1 | $1.1M | 16k | 66.38 | |
Riverbed Technology | 0.1 | $1.2M | 61k | 19.96 | |
Skyworks Solutions (SWKS) | 0.1 | $1.1M | 62k | 17.94 | |
United Therapeutics Corporation (UTHR) | 0.1 | $1.2M | 32k | 37.50 | |
Complete Production Services | 0.0 | $839k | 45k | 18.86 | |
CARBO Ceramics | 0.0 | $827k | 8.1k | 102.48 | |
Vitran Corp | 0.0 | $4.0k | 1.1k | 3.81 |