Next Century Growth Investors as of Dec. 31, 2013
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 181 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Financial Engines | 2.8 | $101M | 1.4M | 69.48 | |
Portfolio Recovery Associates | 2.3 | $83M | 1.6M | 52.84 | |
Advisory Board Company | 2.2 | $81M | 1.3M | 63.67 | |
stock | 2.2 | $79M | 1.2M | 68.67 | |
Guidewire Software (GWRE) | 2.2 | $78M | 1.6M | 49.07 | |
Ultimate Software | 2.0 | $71M | 465k | 153.22 | |
Medidata Solutions | 1.9 | $69M | 1.1M | 60.57 | |
Servicenow (NOW) | 1.9 | $69M | 1.2M | 56.01 | |
Insulet Corporation (PODD) | 1.9 | $68M | 1.8M | 37.10 | |
CoStar (CSGP) | 1.8 | $64M | 347k | 184.58 | |
Centene Corporation (CNC) | 1.7 | $62M | 1.0M | 58.95 | |
Old Dominion Freight Line (ODFL) | 1.7 | $60M | 1.1M | 53.02 | |
Encore Capital (ECPG) | 1.5 | $55M | 1.1M | 50.26 | |
Infoblox | 1.5 | $53M | 1.6M | 33.02 | |
Proto Labs (PRLB) | 1.4 | $51M | 718k | 71.18 | |
Abiomed | 1.4 | $50M | 1.9M | 26.74 | |
H&E Equipment Services (HEES) | 1.4 | $49M | 1.7M | 29.63 | |
Pacira Pharmaceuticals (PCRX) | 1.3 | $48M | 843k | 57.49 | |
Demandware | 1.3 | $48M | 746k | 64.12 | |
Chuys Hldgs (CHUY) | 1.3 | $48M | 1.3M | 36.02 | |
Lumber Liquidators Holdings (LL) | 1.3 | $47M | 459k | 102.89 | |
Annie's | 1.3 | $47M | 1.1M | 43.04 | |
Marketo | 1.3 | $46M | 1.2M | 37.07 | |
NPS Pharmaceuticals | 1.2 | $45M | 1.5M | 30.36 | |
D Fluidigm Corp Del (LAB) | 1.2 | $45M | 1.2M | 38.32 | |
Shutterstock (SSTK) | 1.2 | $44M | 523k | 83.63 | |
Endologix | 1.2 | $43M | 2.5M | 17.44 | |
eHealth (EHTH) | 1.1 | $40M | 852k | 46.49 | |
MasTec (MTZ) | 1.1 | $39M | 1.2M | 32.72 | |
Buffalo Wild Wings | 1.1 | $38M | 257k | 147.20 | |
Epam Systems (EPAM) | 1.1 | $38M | 1.1M | 34.94 | |
Stratasys (SSYS) | 1.1 | $38M | 281k | 134.70 | |
Cornerstone Ondemand | 1.0 | $38M | 705k | 53.34 | |
Acadia Healthcare (ACHC) | 1.0 | $36M | 769k | 47.33 | |
Cardiovascular Systems | 1.0 | $36M | 1.0M | 34.29 | |
Grand Canyon Education (LOPE) | 1.0 | $36M | 822k | 43.60 | |
Proofpoint | 1.0 | $35M | 1.0M | 33.17 | |
Fairway Group Holdings | 0.9 | $33M | 1.8M | 18.12 | |
Tableau Software Inc Cl A | 0.9 | $31M | 452k | 68.93 | |
Imperva | 0.8 | $31M | 634k | 48.13 | |
BE Aerospace | 0.8 | $30M | 348k | 87.03 | |
SPS Commerce (SPSC) | 0.8 | $31M | 467k | 65.30 | |
Chart Industries (GTLS) | 0.8 | $29M | 308k | 95.64 | |
Hexcel Corporation (HXL) | 0.8 | $29M | 643k | 44.69 | |
Kansas City Southern | 0.8 | $28M | 227k | 123.83 | |
Cvent | 0.7 | $26M | 722k | 36.39 | |
Dex (DXCM) | 0.7 | $26M | 724k | 35.41 | |
Nimble Storage | 0.7 | $26M | 562k | 45.30 | |
HealthStream (HSTM) | 0.7 | $25M | 753k | 32.77 | |
Veeva Sys Inc cl a (VEEV) | 0.7 | $24M | 748k | 32.10 | |
Cynosure | 0.7 | $24M | 882k | 26.68 | |
Aspen Technology | 0.7 | $24M | 561k | 41.80 | |
Intrexon | 0.6 | $23M | 973k | 23.80 | |
Rocket Fuel | 0.6 | $23M | 375k | 61.49 | |
Ligand Pharmaceuticals In (LGND) | 0.6 | $23M | 433k | 52.60 | |
Wageworks | 0.6 | $23M | 386k | 59.44 | |
Envestnet (ENV) | 0.6 | $22M | 551k | 40.30 | |
Shutterfly | 0.6 | $22M | 423k | 50.93 | |
Team Health Holdings | 0.6 | $21M | 468k | 45.55 | |
Homeaway | 0.6 | $21M | 524k | 40.88 | |
Yelp Inc cl a (YELP) | 0.6 | $21M | 311k | 68.95 | |
NetSuite | 0.6 | $21M | 204k | 103.02 | |
Tile Shop Hldgs (TTSH) | 0.6 | $21M | 1.2M | 18.07 | |
Chicago Bridge & Iron Company | 0.6 | $20M | 244k | 83.14 | |
2060000 Power Solutions International (PSIX) | 0.6 | $20M | 270k | 75.10 | |
OpenTable | 0.6 | $20M | 250k | 79.37 | |
Under Armour (UAA) | 0.5 | $20M | 224k | 87.30 | |
Rally Software Development | 0.5 | $20M | 1.0M | 19.45 | |
Vince Hldg | 0.5 | $20M | 636k | 30.67 | |
Astronics Corporation (ATRO) | 0.5 | $19M | 368k | 51.00 | |
Gigamon | 0.5 | $18M | 647k | 28.08 | |
J.B. Hunt Transport Services (JBHT) | 0.4 | $15M | 199k | 77.30 | |
Noodles & Co (NDLS) | 0.4 | $16M | 432k | 35.92 | |
Concur Technologies | 0.4 | $15M | 147k | 103.18 | |
Trulia | 0.4 | $15M | 434k | 35.27 | |
Virtusa Corporation | 0.4 | $14M | 367k | 38.09 | |
Channeladvisor | 0.4 | $14M | 337k | 41.71 | |
RigNet | 0.4 | $14M | 289k | 47.93 | |
On Assignment | 0.4 | $13M | 375k | 34.92 | |
Xoom | 0.4 | $13M | 470k | 27.37 | |
Akorn | 0.3 | $13M | 520k | 24.63 | |
Stamps | 0.3 | $12M | 296k | 42.10 | |
NCI Building Systems | 0.3 | $12M | 703k | 17.54 | |
Ints Intl | 0.3 | $12M | 482k | 25.41 | |
Graham Corporation (GHM) | 0.3 | $12M | 328k | 36.29 | |
8x8 (EGHT) | 0.3 | $12M | 1.1M | 10.16 | |
MasterCard Incorporated (MA) | 0.3 | $11M | 13k | 835.42 | |
Apogee Enterprises (APOG) | 0.3 | $11M | 298k | 35.91 | |
RTI International Metals | 0.3 | $11M | 313k | 34.21 | |
Callidus Software | 0.3 | $11M | 783k | 13.73 | |
Qualys (QLYS) | 0.3 | $11M | 473k | 23.11 | |
Fleetmatics | 0.3 | $11M | 248k | 43.25 | |
0.3 | $11M | 9.4k | 1120.61 | ||
IPG Photonics Corporation (IPGP) | 0.3 | $11M | 136k | 77.61 | |
Marlin Business Services | 0.3 | $11M | 418k | 25.20 | |
Fifth & Pac Cos | 0.3 | $10M | 321k | 32.07 | |
MarketAxess Holdings (MKTX) | 0.3 | $10M | 150k | 66.87 | |
Natural Grocers By Vitamin C (NGVC) | 0.3 | $10M | 235k | 42.45 | |
Fireeye | 0.3 | $10M | 232k | 43.61 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $9.7M | 162k | 59.88 | |
Boeing Company (BA) | 0.3 | $9.9M | 72k | 136.49 | |
Visa (V) | 0.3 | $9.7M | 43k | 222.66 | |
Precision Castparts | 0.3 | $9.6M | 36k | 269.29 | |
Salix Pharmaceuticals | 0.3 | $9.9M | 110k | 89.93 | |
Icg Group | 0.3 | $9.7M | 520k | 18.63 | |
Essent (ESNT) | 0.3 | $9.9M | 413k | 24.06 | |
priceline.com Incorporated | 0.3 | $9.4M | 8.1k | 1162.35 | |
Amazon (AMZN) | 0.3 | $9.2M | 23k | 398.78 | |
salesforce (CRM) | 0.3 | $9.4M | 171k | 55.19 | |
Interactive Intelligence Group | 0.3 | $9.5M | 141k | 67.35 | |
Fiesta Restaurant | 0.3 | $9.5M | 181k | 52.24 | |
Medicines Company | 0.2 | $9.1M | 236k | 38.62 | |
athenahealth | 0.2 | $8.9M | 66k | 134.49 | |
Move | 0.2 | $9.1M | 568k | 15.99 | |
Facebook Inc cl a (META) | 0.2 | $8.9M | 163k | 54.66 | |
Container Store (TCS) | 0.2 | $8.9M | 191k | 46.61 | |
Starbucks Corporation (SBUX) | 0.2 | $8.8M | 112k | 78.39 | |
Workday Inc cl a (WDAY) | 0.2 | $8.5M | 102k | 83.15 | |
Gilead Sciences (GILD) | 0.2 | $8.3M | 111k | 75.15 | |
eGain Communications Corporation (EGAN) | 0.2 | $8.5M | 827k | 10.24 | |
Five Below (FIVE) | 0.2 | $8.2M | 189k | 43.20 | |
Palo Alto Networks (PANW) | 0.2 | $8.4M | 146k | 57.46 | |
Sprouts Fmrs Mkt (SFM) | 0.2 | $8.1M | 210k | 38.43 | |
Kona Grill | 0.2 | $7.6M | 409k | 18.52 | |
Ralph Lauren Corp (RL) | 0.2 | $7.6M | 43k | 176.55 | |
Textura | 0.2 | $7.4M | 248k | 29.94 | |
Lgi Homes (LGIH) | 0.2 | $7.5M | 419k | 17.79 | |
Costco Wholesale Corporation (COST) | 0.2 | $7.1M | 60k | 119.00 | |
Union Pacific Corporation (UNP) | 0.2 | $7.1M | 42k | 167.99 | |
Las Vegas Sands (LVS) | 0.2 | $7.4M | 94k | 78.87 | |
HEICO Corporation (HEI) | 0.2 | $7.4M | 128k | 57.95 | |
Clearfield (CLFD) | 0.2 | $7.4M | 365k | 20.24 | |
Carbonite | 0.2 | $7.1M | 596k | 11.83 | |
Retailmenot | 0.2 | $7.2M | 251k | 28.79 | |
FedEx Corporation (FDX) | 0.2 | $6.7M | 47k | 143.77 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $6.9M | 25k | 275.20 | |
Rentrak Corporation | 0.2 | $7.0M | 184k | 37.89 | |
Fluor Corporation (FLR) | 0.2 | $6.4M | 80k | 80.28 | |
American Woodmark Corporation (AMWD) | 0.2 | $6.5M | 165k | 39.53 | |
M/I Homes (MHO) | 0.2 | $6.5M | 256k | 25.45 | |
Linkedin Corp | 0.2 | $6.5M | 30k | 216.80 | |
Benefitfocus | 0.2 | $6.4M | 111k | 57.73 | |
Whirlpool Corporation (WHR) | 0.2 | $6.3M | 40k | 156.86 | |
Apple (AAPL) | 0.2 | $6.2M | 11k | 561.10 | |
Whole Foods Market | 0.2 | $6.2M | 107k | 57.82 | |
Cummins (CMI) | 0.2 | $5.7M | 41k | 140.95 | |
PROS Holdings (PRO) | 0.2 | $5.8M | 147k | 39.90 | |
Covisint | 0.2 | $5.7M | 454k | 12.55 | |
General Electric Company | 0.1 | $5.5M | 196k | 28.03 | |
Netflix (NFLX) | 0.1 | $5.6M | 15k | 368.14 | |
Adept Technology | 0.1 | $5.5M | 328k | 16.89 | |
Quantum Fuel Sys Technologies | 0.1 | $5.3M | 677k | 7.80 | |
Chipotle Mexican Grill (CMG) | 0.1 | $5.2M | 9.8k | 532.71 | |
Celgene Corporation | 0.1 | $4.9M | 29k | 168.93 | |
Spectranetics Corporation | 0.1 | $5.0M | 201k | 25.00 | |
Illumina (ILMN) | 0.1 | $4.8M | 43k | 110.61 | |
F5 Networks (FFIV) | 0.1 | $4.8M | 53k | 90.85 | |
Black Diamond | 0.1 | $4.8M | 357k | 13.33 | |
Tri Pointe Homes (TPH) | 0.1 | $4.9M | 244k | 19.93 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $4.2M | 42k | 100.97 | |
TASER International | 0.1 | $4.4M | 276k | 15.88 | |
Alexion Pharmaceuticals | 0.1 | $4.2M | 32k | 133.03 | |
inContact, Inc . | 0.1 | $4.0M | 518k | 7.81 | |
Rockwell Medical Technologies | 0.1 | $3.9M | 377k | 10.44 | |
Schlumberger (SLB) | 0.1 | $2.7M | 30k | 90.10 | |
Biogen Idec (BIIB) | 0.1 | $2.6M | 9.1k | 279.68 | |
Humana (HUM) | 0.1 | $2.5M | 24k | 103.22 | |
Tripadvisor (TRIP) | 0.1 | $2.6M | 32k | 82.82 | |
Michael Kors Holdings | 0.1 | $2.5M | 31k | 81.18 | |
Tangoe | 0.1 | $1.8M | 97k | 18.01 | |
Tractor Supply Company (TSCO) | 0.0 | $937k | 12k | 77.53 | |
Cree | 0.0 | $870k | 14k | 62.50 | |
O'reilly Automotive (ORLY) | 0.0 | $856k | 6.7k | 128.68 | |
Xilinx | 0.0 | $272k | 5.9k | 45.91 | |
eBay (EBAY) | 0.0 | $297k | 5.4k | 54.78 | |
Nike (NKE) | 0.0 | $295k | 3.8k | 78.62 | |
CarMax (KMX) | 0.0 | $26k | 565.00 | 46.02 | |
WABCO Holdings | 0.0 | $59k | 638.00 | 92.48 | |
Align Technology (ALGN) | 0.0 | $42k | 750.00 | 56.00 | |
Towers Watson & Co | 0.0 | $77k | 605.00 | 127.27 | |
Magnum Hunter Resources Wt | 0.0 | $0 | 13k | 0.00 |