Next Century Growth Investors as of Sept. 30, 2013
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 175 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Portfolio Recovery Associates | 2.8 | $99M | 1.6M | 59.94 | |
Financial Engines | 2.6 | $91M | 1.5M | 59.44 | |
Infoblox | 2.6 | $89M | 2.1M | 41.82 | |
Guidewire Software (GWRE) | 2.3 | $79M | 1.7M | 47.11 | |
Advisory Board Company | 2.2 | $78M | 1.3M | 59.48 | |
Chart Industries (GTLS) | 2.2 | $76M | 617k | 123.04 | |
CoStar (CSGP) | 2.1 | $74M | 438k | 167.90 | |
stock | 2.1 | $73M | 1.2M | 60.04 | |
Ultimate Software | 2.1 | $72M | 486k | 147.40 | |
Insulet Corporation (PODD) | 2.0 | $70M | 1.9M | 36.24 | |
Centene Corporation (CNC) | 2.0 | $70M | 1.1M | 63.96 | |
Servicenow (NOW) | 1.9 | $67M | 1.3M | 51.95 | |
Medidata Solutions | 1.7 | $60M | 606k | 98.93 | |
Fairway Group Holdings | 1.6 | $58M | 2.2M | 25.56 | |
Annie's | 1.6 | $57M | 1.2M | 49.10 | |
Encore Capital (ECPG) | 1.6 | $55M | 1.2M | 45.86 | |
Old Dominion Freight Line (ODFL) | 1.6 | $54M | 1.2M | 45.99 | |
Grand Canyon Education (LOPE) | 1.5 | $52M | 1.3M | 40.28 | |
Lumber Liquidators Holdings (LL) | 1.5 | $51M | 479k | 106.65 | |
Proto Labs (PRLB) | 1.5 | $51M | 670k | 76.39 | |
NPS Pharmaceuticals | 1.4 | $50M | 1.6M | 31.81 | |
MasTec (MTZ) | 1.4 | $48M | 1.6M | 30.30 | |
Chuys Hldgs (CHUY) | 1.4 | $48M | 1.3M | 35.89 | |
Imperva | 1.4 | $47M | 1.1M | 42.02 | |
H&E Equipment Services (HEES) | 1.3 | $47M | 1.7M | 26.56 | |
Rally Software Development | 1.3 | $44M | 1.5M | 29.96 | |
Endologix | 1.2 | $42M | 2.6M | 16.13 | |
Epam Systems (EPAM) | 1.1 | $39M | 1.1M | 34.50 | |
Abiomed | 1.1 | $38M | 2.0M | 19.07 | |
Concur Technologies | 1.1 | $38M | 341k | 110.50 | |
Angie's List | 1.0 | $34M | 1.5M | 22.50 | |
SPS Commerce (SPSC) | 1.0 | $34M | 504k | 66.92 | |
Cynosure | 1.0 | $33M | 1.5M | 22.81 | |
IPG Photonics Corporation (IPGP) | 0.9 | $33M | 577k | 56.31 | |
Tile Shop Hldgs (TTSH) | 0.9 | $32M | 1.1M | 29.49 | |
HealthStream (HSTM) | 0.9 | $30M | 803k | 37.88 | |
Demandware | 0.9 | $30M | 651k | 46.33 | |
Buffalo Wild Wings | 0.9 | $30M | 269k | 111.22 | |
Marketo | 0.9 | $30M | 944k | 31.88 | |
Tableau Software Inc Cl A | 0.9 | $30M | 419k | 71.24 | |
Stratasys (SSYS) | 0.8 | $30M | 293k | 101.26 | |
BE Aerospace | 0.8 | $29M | 398k | 73.82 | |
Cornerstone Ondemand | 0.8 | $29M | 571k | 51.44 | |
Trulia | 0.8 | $29M | 624k | 47.03 | |
Shutterstock (SSTK) | 0.8 | $29M | 395k | 72.72 | |
Kansas City Southern | 0.8 | $27M | 245k | 109.36 | |
Fresh Market | 0.7 | $24M | 501k | 47.31 | |
Dex (DXCM) | 0.6 | $21M | 758k | 28.23 | |
NetSuite | 0.6 | $21M | 190k | 107.94 | |
Cvent | 0.6 | $21M | 585k | 35.17 | |
Aspen Technology | 0.6 | $20M | 585k | 34.55 | |
Acadia Healthcare (ACHC) | 0.6 | $20M | 515k | 39.43 | |
Ligand Pharmaceuticals In (LGND) | 0.6 | $20M | 451k | 43.28 | |
Noodles & Co (NDLS) | 0.6 | $19M | 454k | 42.67 | |
Hexcel Corporation (HXL) | 0.5 | $19M | 487k | 38.80 | |
Under Armour (UAA) | 0.5 | $19M | 234k | 79.45 | |
Meritage Homes Corporation (MTH) | 0.5 | $18M | 427k | 42.95 | |
OpenTable | 0.5 | $18M | 261k | 69.98 | |
Intrexon | 0.5 | $18M | 751k | 23.69 | |
ITC Holdings | 0.5 | $17M | 186k | 93.86 | |
Chicago Bridge & Iron Company | 0.5 | $17M | 255k | 67.77 | |
2060000 Power Solutions International (PSIX) | 0.5 | $18M | 297k | 59.12 | |
Shutterfly | 0.5 | $17M | 305k | 55.88 | |
Workday Inc cl a (WDAY) | 0.5 | $17M | 209k | 80.93 | |
Astronics Corporation (ATRO) | 0.5 | $17M | 336k | 49.71 | |
Yelp Inc cl a (YELP) | 0.5 | $17M | 252k | 66.18 | |
eGain Communications Corporation (EGAN) | 0.5 | $16M | 1.0M | 15.09 | |
Pacira Pharmaceuticals (PCRX) | 0.5 | $16M | 323k | 48.09 | |
Channeladvisor | 0.5 | $16M | 431k | 36.63 | |
Homeaway | 0.4 | $15M | 547k | 28.00 | |
J.B. Hunt Transport Services (JBHT) | 0.4 | $15M | 207k | 72.93 | |
Proofpoint | 0.4 | $15M | 469k | 32.12 | |
Team Health Holdings | 0.4 | $14M | 376k | 37.94 | |
D Fluidigm Corp Del (LAB) | 0.4 | $14M | 623k | 21.94 | |
Benefitfocus | 0.4 | $14M | 274k | 49.16 | |
Catamaran | 0.4 | $13M | 286k | 45.95 | |
On Assignment | 0.4 | $13M | 391k | 33.00 | |
Graham Corporation (GHM) | 0.4 | $13M | 359k | 36.13 | |
8x8 (EGHT) | 0.4 | $13M | 1.3M | 10.07 | |
Ints Intl | 0.3 | $12M | 524k | 23.11 | |
Virtusa Corporation | 0.3 | $12M | 398k | 29.06 | |
RigNet | 0.3 | $11M | 314k | 36.22 | |
Textura | 0.3 | $11M | 266k | 43.08 | |
Qualys (QLYS) | 0.3 | $11M | 514k | 21.39 | |
Akorn | 0.3 | $11M | 542k | 19.68 | |
Stamps | 0.3 | $11M | 236k | 45.93 | |
Move | 0.3 | $11M | 617k | 16.95 | |
salesforce (CRM) | 0.3 | $10M | 198k | 51.91 | |
Natural Grocers By Vitamin C (NGVC) | 0.3 | $10M | 256k | 39.70 | |
Apogee Enterprises (APOG) | 0.3 | $9.8M | 332k | 29.68 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $9.7M | 81k | 119.46 | |
Cardiovascular Systems | 0.3 | $9.7M | 484k | 20.05 | |
Carbonite | 0.3 | $9.7M | 648k | 15.00 | |
Retailmenot | 0.3 | $9.9M | 277k | 35.57 | |
Sprouts Fmrs Mkt (SFM) | 0.3 | $9.9M | 223k | 44.39 | |
MarketAxess Holdings (MKTX) | 0.3 | $9.4M | 157k | 60.04 | |
Interactive Intelligence Group | 0.3 | $9.4M | 147k | 63.49 | |
MasterCard Incorporated (MA) | 0.3 | $8.9M | 13k | 672.77 | |
Thor Industries (THO) | 0.3 | $9.0M | 155k | 58.04 | |
priceline.com Incorporated | 0.3 | $9.2M | 9.1k | 1010.93 | |
M/I Homes (MHO) | 0.3 | $9.0M | 434k | 20.62 | |
Marlin Business Services | 0.3 | $9.1M | 365k | 24.96 | |
Wageworks | 0.3 | $8.9M | 176k | 50.45 | |
Starbucks Corporation (SBUX) | 0.2 | $8.5M | 111k | 76.96 | |
0.2 | $8.8M | 10k | 875.88 | ||
Xoom | 0.2 | $8.6M | 270k | 31.81 | |
Fireeye | 0.2 | $8.8M | 213k | 41.53 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $8.4M | 162k | 51.94 | |
Visa (V) | 0.2 | $8.2M | 43k | 191.08 | |
Amazon (AMZN) | 0.2 | $8.4M | 27k | 312.62 | |
Qlik Technologies | 0.2 | $8.4M | 245k | 34.24 | |
Fifth & Pac Cos | 0.2 | $8.4M | 335k | 25.13 | |
Fleetmatics | 0.2 | $8.4M | 224k | 37.55 | |
Tri Pointe Homes (TPH) | 0.2 | $8.3M | 566k | 14.68 | |
Responsys | 0.2 | $7.9M | 478k | 16.50 | |
Facebook Inc cl a (META) | 0.2 | $8.1M | 162k | 50.24 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $7.8M | 25k | 312.85 | |
D.R. Horton (DHI) | 0.2 | $7.8M | 400k | 19.43 | |
Precision Castparts | 0.2 | $7.8M | 34k | 227.21 | |
Salix Pharmaceuticals | 0.2 | $7.7M | 114k | 66.87 | |
athenahealth | 0.2 | $7.5M | 69k | 108.55 | |
NCI Building Systems | 0.2 | $7.8M | 611k | 12.74 | |
Rentrak Corporation | 0.2 | $7.6M | 234k | 32.62 | |
Restoration Hardware Hldgs I | 0.2 | $7.6M | 120k | 63.35 | |
Linkedin Corp | 0.2 | $7.3M | 30k | 246.04 | |
Costco Wholesale Corporation (COST) | 0.2 | $6.9M | 60k | 115.12 | |
eBay (EBAY) | 0.2 | $7.1M | 127k | 55.79 | |
Gilead Sciences (GILD) | 0.2 | $6.9M | 110k | 62.84 | |
Fastenal Company (FAST) | 0.2 | $6.9M | 137k | 50.25 | |
PROS Holdings (PRO) | 0.2 | $6.9M | 201k | 34.19 | |
Ralph Lauren Corp (RL) | 0.2 | $7.1M | 43k | 164.72 | |
Palo Alto Networks (PANW) | 0.2 | $7.0M | 153k | 45.82 | |
Union Pacific Corporation (UNP) | 0.2 | $6.5M | 42k | 155.33 | |
BioScrip | 0.2 | $6.4M | 734k | 8.78 | |
Las Vegas Sands (LVS) | 0.2 | $6.2M | 93k | 66.41 | |
American Woodmark Corporation (AMWD) | 0.2 | $6.2M | 180k | 34.65 | |
Covisint | 0.2 | $6.3M | 493k | 12.79 | |
Servicesource | 0.2 | $6.0M | 494k | 12.08 | |
Biotelemetry | 0.2 | $6.0M | 604k | 9.91 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $5.5M | 68k | 82.11 | |
Fluor Corporation (FLR) | 0.2 | $5.7M | 80k | 70.95 | |
Novo Nordisk A/S (NVO) | 0.2 | $5.6M | 33k | 169.20 | |
eHealth (EHTH) | 0.2 | $5.5M | 170k | 32.26 | |
Envestnet (ENV) | 0.2 | $5.4M | 175k | 31.00 | |
Boeing Company (BA) | 0.1 | $5.2M | 44k | 117.50 | |
Fiesta Restaurant | 0.1 | $5.3M | 141k | 37.66 | |
Chipotle Mexican Grill (CMG) | 0.1 | $4.7M | 11k | 428.62 | |
F5 Networks (FFIV) | 0.1 | $4.8M | 56k | 85.76 | |
Diversified Restaurant Holdi | 0.1 | $4.8M | 739k | 6.56 | |
Netflix (NFLX) | 0.1 | $4.7M | 15k | 309.18 | |
Humana (HUM) | 0.1 | $4.6M | 49k | 93.33 | |
Celgene Corporation | 0.1 | $4.4M | 29k | 153.92 | |
inContact, Inc . | 0.1 | $4.6M | 562k | 8.27 | |
Alexion Pharmaceuticals | 0.1 | $3.7M | 32k | 116.15 | |
Spectranetics Corporation | 0.1 | $3.9M | 230k | 16.78 | |
Whole Foods Market | 0.1 | $3.5M | 61k | 58.50 | |
Illumina (ILMN) | 0.1 | $3.4M | 43k | 80.81 | |
Schlumberger (SLB) | 0.1 | $2.6M | 30k | 88.34 | |
FedEx Corporation (FDX) | 0.1 | $2.5M | 22k | 114.08 | |
Tripadvisor (TRIP) | 0.1 | $2.4M | 31k | 75.81 | |
Michael Kors Holdings | 0.1 | $2.3M | 31k | 74.50 | |
Biogen Idec (BIIB) | 0.1 | $2.2M | 9.1k | 240.67 | |
Rocket Fuel | 0.0 | $1.5M | 28k | 53.70 | |
MiMedx (MDXG) | 0.0 | $993k | 238k | 4.17 | |
Tractor Supply Company (TSCO) | 0.0 | $664k | 9.9k | 67.17 | |
Cree | 0.0 | $650k | 11k | 60.15 | |
O'reilly Automotive (ORLY) | 0.0 | $694k | 5.4k | 127.43 | |
Xilinx | 0.0 | $277k | 5.9k | 46.75 | |
Paccar (PCAR) | 0.0 | $517k | 9.3k | 55.60 | |
Lululemon Athletica (LULU) | 0.0 | $242k | 3.3k | 72.87 | |
VMware | 0.0 | $268k | 3.3k | 80.60 | |
Realogy Hldgs (HOUS) | 0.0 | $476k | 11k | 42.94 | |
CarMax (KMX) | 0.0 | $47k | 986.00 | 47.67 | |
Questcor Pharmaceuticals | 0.0 | $59k | 1.0k | 57.56 | |
Magnum Hunter Resources Wt | 0.0 | $0 | 71k | 0.00 |