Next Century Growth Investors as of Dec. 31, 2014
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 188 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Centene Corporation (CNC) | 3.2 | $89M | 852k | 103.85 | |
Old Dominion Freight Line (ODFL) | 2.0 | $57M | 729k | 77.64 | |
Acadia Healthcare (ACHC) | 2.0 | $56M | 921k | 61.21 | |
Fiesta Restaurant | 2.0 | $56M | 925k | 60.80 | |
Granite Construction (GVA) | 2.0 | $55M | 1.4M | 38.02 | |
Shutterstock (SSTK) | 1.9 | $53M | 767k | 69.10 | |
Knight Transportation | 1.9 | $52M | 1.6M | 33.66 | |
Ultimate Software | 1.9 | $51M | 350k | 146.81 | |
Akorn | 1.9 | $51M | 1.4M | 36.20 | |
Insulet Corporation (PODD) | 1.9 | $51M | 1.1M | 46.06 | |
D Fluidigm Corp Del (LAB) | 1.9 | $51M | 1.5M | 33.73 | |
Pacira Pharmaceuticals (PCRX) | 1.8 | $50M | 560k | 88.66 | |
Epam Systems (EPAM) | 1.6 | $44M | 910k | 47.75 | |
Proofpoint | 1.6 | $44M | 905k | 48.23 | |
Pra (PRAA) | 1.5 | $43M | 738k | 57.93 | |
Guidewire Software (GWRE) | 1.5 | $42M | 838k | 50.63 | |
Cardiovascular Systems | 1.4 | $40M | 1.3M | 30.08 | |
Abiomed | 1.4 | $39M | 1.0M | 38.06 | |
Wageworks | 1.4 | $38M | 591k | 64.57 | |
Yelp Inc cl a (YELP) | 1.4 | $37M | 684k | 54.73 | |
Trex Company (TREX) | 1.3 | $37M | 867k | 42.58 | |
Apogee Enterprises (APOG) | 1.3 | $37M | 866k | 42.37 | |
H&E Equipment Services (HEES) | 1.3 | $35M | 1.3M | 28.09 | |
Molina Healthcare (MOH) | 1.3 | $35M | 658k | 53.53 | |
Greenbrier Companies (GBX) | 1.3 | $35M | 650k | 53.73 | |
HFF | 1.2 | $34M | 957k | 35.92 | |
Marketo | 1.2 | $34M | 1.0M | 32.72 | |
Eagle Materials (EXP) | 1.2 | $33M | 437k | 76.03 | |
NPS Pharmaceuticals | 1.2 | $33M | 927k | 35.77 | |
Diplomat Pharmacy | 1.2 | $33M | 1.2M | 27.37 | |
NCI Building Systems | 1.1 | $32M | 1.7M | 18.52 | |
G-III Apparel (GIII) | 1.1 | $30M | 298k | 101.01 | |
Salix Pharmaceuticals | 1.1 | $30M | 258k | 114.94 | |
Envestnet (ENV) | 1.1 | $30M | 602k | 49.14 | |
CoStar (CSGP) | 1.1 | $29M | 160k | 183.63 | |
Demandware | 1.0 | $29M | 500k | 57.54 | |
Spectranetics Corporation | 1.0 | $27M | 788k | 34.58 | |
Kansas City Southern | 0.9 | $26M | 213k | 122.03 | |
Tableau Software Inc Cl A | 0.9 | $25M | 293k | 84.76 | |
Rentrak Corporation | 0.9 | $24M | 334k | 72.82 | |
Caesar Stone Sdot Yam (CSTE) | 0.9 | $24M | 402k | 59.82 | |
Ligand Pharmaceuticals In (LGND) | 0.8 | $23M | 424k | 53.21 | |
SPS Commerce (SPSC) | 0.8 | $22M | 385k | 56.63 | |
Under Armour (UAA) | 0.8 | $22M | 320k | 67.90 | |
Servicenow (NOW) | 0.7 | $20M | 296k | 67.85 | |
Team Health Holdings | 0.7 | $20M | 343k | 57.53 | |
Lifelock | 0.7 | $20M | 1.1M | 18.51 | |
Zoe's Kitchen | 0.7 | $19M | 630k | 29.91 | |
Virtusa Corporation | 0.7 | $18M | 437k | 41.67 | |
Benefitfocus | 0.7 | $18M | 549k | 32.84 | |
NetSuite | 0.6 | $18M | 162k | 109.17 | |
Restoration Hardware Hldgs I | 0.6 | $17M | 181k | 96.01 | |
Medivation | 0.6 | $17M | 174k | 99.61 | |
Cepheid | 0.6 | $17M | 311k | 54.14 | |
Cavium | 0.6 | $17M | 267k | 61.82 | |
Gentherm (THRM) | 0.6 | $16M | 446k | 36.62 | |
Diamondback Energy (FANG) | 0.6 | $16M | 274k | 59.78 | |
Dex (DXCM) | 0.6 | $16M | 287k | 55.05 | |
Paylocity Holding Corporation (PCTY) | 0.6 | $16M | 606k | 26.11 | |
J.B. Hunt Transport Services (JBHT) | 0.6 | $15M | 180k | 84.25 | |
IPG Photonics Corporation (IPGP) | 0.6 | $15M | 204k | 74.92 | |
Nimble Storage | 0.6 | $15M | 556k | 27.50 | |
Palo Alto Networks (PANW) | 0.5 | $15M | 122k | 122.57 | |
Homeaway | 0.5 | $14M | 473k | 29.78 | |
Vince Hldg | 0.5 | $14M | 537k | 26.14 | |
DealerTrack Holdings | 0.5 | $14M | 310k | 44.31 | |
Rsp Permian | 0.5 | $14M | 538k | 25.14 | |
2060000 Power Solutions International (PSIX) | 0.5 | $13M | 258k | 51.61 | |
Novadaq Technologies | 0.5 | $13M | 768k | 16.62 | |
Qualys (QLYS) | 0.5 | $13M | 336k | 37.75 | |
Tenne | 0.5 | $12M | 218k | 56.61 | |
Kona Grill | 0.5 | $13M | 542k | 23.09 | |
Meritage Homes Corporation (MTH) | 0.4 | $12M | 343k | 35.99 | |
Health Net | 0.4 | $12M | 222k | 53.53 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $12M | 90k | 127.83 | |
Covenant Transportation (CVLG) | 0.4 | $11M | 398k | 27.11 | |
Kate Spade & Co | 0.4 | $11M | 341k | 32.01 | |
Canadian Solar (CSIQ) | 0.4 | $10M | 424k | 24.19 | |
Veeva Sys Inc cl a (VEEV) | 0.4 | $10M | 389k | 26.41 | |
Actua Corporation | 0.4 | $10M | 560k | 18.47 | |
MarketAxess Holdings (MKTX) | 0.3 | $9.7M | 135k | 71.71 | |
Buffalo Wild Wings | 0.3 | $9.8M | 54k | 180.37 | |
Varonis Sys (VRNS) | 0.3 | $9.8M | 300k | 32.83 | |
Lumber Liquidators Holdings (LL) | 0.3 | $9.4M | 141k | 66.30 | |
Essent (ESNT) | 0.3 | $9.6M | 372k | 25.71 | |
8x8 (EGHT) | 0.3 | $9.3M | 1.0M | 9.16 | |
Cognex Corporation (CGNX) | 0.3 | $8.8M | 212k | 41.33 | |
D.R. Horton (DHI) | 0.3 | $8.6M | 340k | 25.29 | |
Applied Materials (AMAT) | 0.3 | $8.7M | 350k | 24.92 | |
HEICO Corporation (HEI) | 0.3 | $8.7M | 143k | 60.40 | |
TechTarget (TTGT) | 0.3 | $8.5M | 747k | 11.37 | |
Aac Holdings | 0.3 | $8.5M | 274k | 30.92 | |
MasterCard Incorporated (MA) | 0.3 | $8.3M | 97k | 86.16 | |
salesforce (CRM) | 0.3 | $8.0M | 135k | 59.31 | |
EXACT Sciences Corporation (EXAS) | 0.3 | $7.9M | 289k | 27.44 | |
Union Pacific Corporation (UNP) | 0.3 | $7.9M | 66k | 119.12 | |
Visa (V) | 0.3 | $7.6M | 29k | 262.19 | |
NxStage Medical | 0.3 | $7.7M | 429k | 17.93 | |
Shutterfly | 0.3 | $7.8M | 186k | 41.69 | |
AtriCure (ATRC) | 0.3 | $7.8M | 391k | 19.96 | |
Apple (AAPL) | 0.3 | $7.4M | 67k | 110.37 | |
Align Technology (ALGN) | 0.3 | $7.4M | 133k | 55.91 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $7.2M | 98k | 72.69 | |
United Rentals (URI) | 0.3 | $7.1M | 70k | 102.00 | |
priceline.com Incorporated | 0.3 | $7.1M | 6.3k | 1140.05 | |
MiMedx (MDXG) | 0.3 | $7.1M | 614k | 11.53 | |
WABCO Holdings | 0.2 | $7.0M | 67k | 104.78 | |
Facebook Inc cl a (META) | 0.2 | $6.9M | 88k | 78.01 | |
Costco Wholesale Corporation (COST) | 0.2 | $6.8M | 48k | 141.74 | |
Graham Corporation (GHM) | 0.2 | $6.7M | 232k | 28.77 | |
Adeptus Health Inc-class A | 0.2 | $6.7M | 180k | 37.40 | |
FedEx Corporation (FDX) | 0.2 | $6.4M | 37k | 173.65 | |
Astronics Corporation (ATRO) | 0.2 | $6.4M | 116k | 55.30 | |
Callidus Software | 0.2 | $6.5M | 396k | 16.33 | |
Ellie Mae | 0.2 | $6.4M | 160k | 40.32 | |
Marcus & Millichap (MMI) | 0.2 | $6.4M | 193k | 33.25 | |
Sequential Brands | 0.2 | $6.4M | 487k | 13.07 | |
Polaris Industries (PII) | 0.2 | $6.2M | 41k | 151.22 | |
Netflix (NFLX) | 0.2 | $6.0M | 18k | 341.56 | |
Advisory Board Company | 0.2 | $6.0M | 123k | 48.98 | |
Starbucks Corporation (SBUX) | 0.2 | $5.8M | 70k | 82.04 | |
Channeladvisor | 0.2 | $5.9M | 273k | 21.58 | |
Healthequity (HQY) | 0.2 | $5.9M | 234k | 25.45 | |
Neff Corp-class A | 0.2 | $5.9M | 522k | 11.27 | |
Linkedin Corp | 0.2 | $5.4M | 24k | 229.69 | |
Gogo (GOGO) | 0.2 | $5.6M | 338k | 16.53 | |
Ldr Hldg | 0.2 | $5.7M | 173k | 32.78 | |
Rubicon Proj | 0.2 | $5.7M | 351k | 16.14 | |
Illumina (ILMN) | 0.2 | $5.2M | 28k | 184.58 | |
DepoMed | 0.2 | $5.2M | 322k | 16.11 | |
Chipotle Mexican Grill (CMG) | 0.2 | $5.4M | 7.9k | 684.50 | |
Celgene Corporation | 0.2 | $5.3M | 48k | 111.84 | |
K2m Group Holdings | 0.2 | $5.2M | 248k | 20.87 | |
F5 Networks (FFIV) | 0.2 | $5.1M | 39k | 130.44 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $4.6M | 11k | 410.21 | |
Vanda Pharmaceuticals (VNDA) | 0.2 | $4.8M | 338k | 14.32 | |
BioDelivery Sciences International | 0.2 | $4.6M | 386k | 12.02 | |
Nanostring Technologies (NSTGQ) | 0.2 | $4.6M | 331k | 13.93 | |
Q2 Holdings (QTWO) | 0.2 | $4.8M | 255k | 18.84 | |
Alibaba Group Holding (BABA) | 0.2 | $4.8M | 46k | 103.93 | |
Vivint Solar | 0.2 | $4.8M | 516k | 9.22 | |
Schlumberger (SLB) | 0.2 | $4.4M | 52k | 85.41 | |
Humana (HUM) | 0.2 | $4.4M | 31k | 143.61 | |
MarineMax (HZO) | 0.2 | $4.5M | 226k | 20.05 | |
Inphi Corporation | 0.2 | $4.4M | 236k | 18.48 | |
Sirius Xm Holdings (SIRI) | 0.2 | $4.4M | 1.2M | 3.50 | |
Inogen (INGN) | 0.2 | $4.5M | 144k | 31.37 | |
M/I Homes (MHO) | 0.1 | $4.2M | 182k | 22.96 | |
inContact, Inc . | 0.1 | $4.1M | 466k | 8.79 | |
Workday Inc cl a (WDAY) | 0.1 | $4.0M | 50k | 81.60 | |
0.1 | $4.0M | 7.5k | 530.60 | ||
Fastenal Company (FAST) | 0.1 | $3.8M | 81k | 47.55 | |
AMN Healthcare Services (AMN) | 0.1 | $4.0M | 204k | 19.60 | |
Alexion Pharmaceuticals | 0.1 | $4.0M | 22k | 185.00 | |
Google Inc Class C | 0.1 | $3.9M | 7.5k | 526.30 | |
FARO Technologies (FARO) | 0.1 | $3.6M | 57k | 62.68 | |
2u (TWOU) | 0.1 | $3.6M | 181k | 19.66 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $3.5M | 66k | 52.65 | |
RigNet | 0.1 | $3.1M | 76k | 41.02 | |
4068594 Enphase Energy (ENPH) | 0.1 | $3.1M | 218k | 14.29 | |
Lgi Homes (LGIH) | 0.1 | $3.1M | 208k | 14.92 | |
Habit Restaurants Inc/the-a | 0.1 | $3.1M | 97k | 32.34 | |
Gilead Sciences (GILD) | 0.1 | $2.8M | 30k | 94.23 | |
iGATE Corporation | 0.1 | $2.7M | 69k | 39.48 | |
Cummins (CMI) | 0.1 | $2.4M | 17k | 144.16 | |
NeoGenomics (NEO) | 0.1 | $2.5M | 593k | 4.17 | |
Boeing Company (BA) | 0.1 | $2.3M | 18k | 129.95 | |
Amazon (AMZN) | 0.1 | $2.4M | 7.6k | 310.34 | |
Lululemon Athletica (LULU) | 0.1 | $2.3M | 42k | 55.77 | |
Reis | 0.1 | $2.1M | 80k | 26.16 | |
Tripadvisor (TRIP) | 0.1 | $2.4M | 32k | 74.63 | |
O'reilly Automotive (ORLY) | 0.0 | $1.1M | 5.8k | 192.58 | |
Nike (NKE) | 0.0 | $606k | 6.3k | 96.01 | |
Tesla Motors (TSLA) | 0.0 | $502k | 2.3k | 222.12 | |
BlackRock (BLK) | 0.0 | $303k | 849.00 | 356.89 | |
Amber Road | 0.0 | $196k | 19k | 10.21 | |
Gopro (GPRO) | 0.0 | $240k | 3.8k | 63.16 | |
BE Aerospace | 0.0 | $26k | 460.00 | 56.52 | |
Whole Foods Market | 0.0 | $32k | 650.00 | 49.23 | |
athenahealth | 0.0 | $61k | 420.00 | 145.24 | |
Skyworks Solutions (SWKS) | 0.0 | $31k | 436.00 | 71.10 | |
Tyler Technologies (TYL) | 0.0 | $36k | 333.00 | 108.11 | |
Pharmacyclics | 0.0 | $55k | 456.00 | 120.61 | |
Towers Watson & Co | 0.0 | $88k | 784.00 | 112.24 | |
Zillow | 0.0 | $26k | 254.00 | 102.36 | |
Us Silica Hldgs (SLCA) | 0.0 | $15k | 613.00 | 24.47 | |
stock | 0.0 | $58k | 989.00 | 58.65 | |
Fireeye | 0.0 | $59k | 1.9k | 31.28 |