Next Century Growth Investors as of Sept. 30, 2017
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 146 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinsale Cap Group (KNSL) | 3.0 | $25M | 573k | 43.17 | |
| U.s. Concrete Inc Cmn | 2.7 | $23M | 299k | 76.30 | |
| Quotient Technology | 2.7 | $23M | 1.4M | 15.65 | |
| NeoGenomics (NEO) | 2.6 | $22M | 2.0M | 11.13 | |
| Irhythm Technologies (IRTC) | 2.6 | $22M | 414k | 51.88 | |
| Boingo Wireless | 2.3 | $20M | 914k | 21.37 | |
| Nmi Hldgs Inc cl a (NMIH) | 2.1 | $18M | 1.4M | 12.40 | |
| Abiomed | 2.1 | $18M | 106k | 168.59 | |
| MarketAxess Holdings (MKTX) | 2.1 | $17M | 94k | 184.50 | |
| Granite Construction (GVA) | 2.0 | $17M | 295k | 57.95 | |
| Lgi Homes (LGIH) | 2.0 | $17M | 344k | 48.57 | |
| Coherent | 2.0 | $17M | 70k | 235.17 | |
| CoStar (CSGP) | 1.9 | $16M | 61k | 268.24 | |
| Knight Swift Transn Hldgs (KNX) | 1.8 | $15M | 362k | 41.55 | |
| Stamps | 1.8 | $15M | 73k | 202.65 | |
| Healthequity (HQY) | 1.7 | $14M | 279k | 50.58 | |
| Ameris Ban (ABCB) | 1.6 | $13M | 276k | 48.00 | |
| Quanta Services (PWR) | 1.5 | $13M | 339k | 37.37 | |
| Axogen (AXGN) | 1.5 | $13M | 657k | 19.35 | |
| Ligand Pharmaceuticals In (LGND) | 1.5 | $12M | 90k | 136.15 | |
| Five9 (FIVN) | 1.5 | $12M | 509k | 23.90 | |
| Eagle Materials (EXP) | 1.4 | $12M | 111k | 106.69 | |
| Old Dominion Freight Line (ODFL) | 1.4 | $12M | 108k | 110.10 | |
| RBC Bearings Incorporated (RBC) | 1.4 | $12M | 92k | 125.15 | |
| Accelr8 Technology | 1.4 | $11M | 506k | 22.45 | |
| Cognex Corporation (CGNX) | 1.3 | $11M | 101k | 110.27 | |
| Talend S A ads | 1.3 | $11M | 267k | 40.94 | |
| Marten Transport (MRTN) | 1.2 | $10M | 494k | 20.55 | |
| Tactile Systems Technology, In (TCMD) | 1.2 | $9.8M | 316k | 30.95 | |
| Summit Matls Inc cl a (SUM) | 1.1 | $9.4M | 295k | 32.03 | |
| SLM Corporation (SLM) | 1.0 | $8.7M | 756k | 11.47 | |
| Chegg (CHGG) | 1.0 | $8.6M | 576k | 14.84 | |
| Independent Bank (IBTX) | 1.0 | $8.0M | 133k | 60.30 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $7.8M | 166k | 47.12 | |
| 2u (TWOU) | 0.9 | $7.4M | 132k | 56.03 | |
| Box Inc cl a (BOX) | 0.9 | $7.3M | 378k | 19.32 | |
| Glaukos (GKOS) | 0.9 | $7.1M | 216k | 33.00 | |
| Primoris Services (PRIM) | 0.8 | $6.9M | 235k | 29.42 | |
| Monolithic Power Systems (MPWR) | 0.8 | $6.7M | 63k | 106.55 | |
| Astec Industries (ASTE) | 0.8 | $6.7M | 120k | 56.00 | |
| Covenant Transportation (CVLG) | 0.8 | $6.6M | 229k | 28.98 | |
| USA Technologies | 0.8 | $6.4M | 1.0M | 6.25 | |
| Everbridge, Inc. Cmn (EVBG) | 0.8 | $6.4M | 242k | 26.42 | |
| K2m Group Holdings | 0.8 | $6.3M | 297k | 21.21 | |
| Guidewire Software (GWRE) | 0.7 | $6.1M | 79k | 77.85 | |
| Air Transport Services (ATSG) | 0.7 | $6.1M | 250k | 24.34 | |
| Ellie Mae | 0.7 | $5.9M | 72k | 82.13 | |
| Wix (WIX) | 0.7 | $5.9M | 83k | 71.85 | |
| Trex Company (TREX) | 0.7 | $5.8M | 65k | 90.07 | |
| Hubspot (HUBS) | 0.7 | $5.9M | 70k | 84.04 | |
| American Woodmark Corporation (AMWD) | 0.7 | $5.7M | 60k | 96.24 | |
| Dycom Industries (DY) | 0.7 | $5.7M | 67k | 85.88 | |
| Penumbra (PEN) | 0.7 | $5.8M | 64k | 90.29 | |
| Angi Homeservices (ANGI) | 0.7 | $5.5M | 439k | 12.46 | |
| Epam Systems (EPAM) | 0.7 | $5.4M | 61k | 87.92 | |
| Inogen (INGN) | 0.6 | $5.3M | 56k | 95.09 | |
| Amazon (AMZN) | 0.6 | $5.3M | 5.5k | 961.24 | |
| Insulet Corporation (PODD) | 0.6 | $5.3M | 96k | 55.07 | |
| Ultimate Software | 0.6 | $5.0M | 27k | 189.59 | |
| Proofpoint | 0.6 | $5.1M | 59k | 87.22 | |
| Facebook Inc cl a (META) | 0.6 | $4.9M | 29k | 170.87 | |
| Aerie Pharmaceuticals | 0.6 | $4.9M | 101k | 48.60 | |
| MasterCard Incorporated (MA) | 0.5 | $4.5M | 32k | 141.19 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $4.4M | 30k | 149.15 | |
| Visa (V) | 0.5 | $4.3M | 41k | 105.23 | |
| Goldman Sachs (GS) | 0.5 | $4.2M | 18k | 237.15 | |
| Byline Ban (BY) | 0.5 | $4.1M | 191k | 21.26 | |
| United Rentals (URI) | 0.5 | $4.0M | 29k | 138.71 | |
| TechTarget (TTGT) | 0.5 | $4.0M | 332k | 11.94 | |
| Alphabet Inc Class C cs (GOOG) | 0.5 | $3.7M | 3.9k | 959.05 | |
| Microsoft Corporation (MSFT) | 0.4 | $3.7M | 49k | 74.48 | |
| Celgene Corporation | 0.4 | $3.6M | 25k | 145.81 | |
| Goldfield Corporation | 0.4 | $3.6M | 570k | 6.30 | |
| Square Inc cl a (SQ) | 0.4 | $3.6M | 124k | 28.80 | |
| Viewray (VRAYQ) | 0.4 | $3.5M | 616k | 5.76 | |
| Cintas Corporation (CTAS) | 0.4 | $3.5M | 24k | 144.25 | |
| Universal Stainless & Alloy Products (USAP) | 0.4 | $3.5M | 167k | 20.84 | |
| Apple (AAPL) | 0.4 | $3.4M | 22k | 154.11 | |
| Union Pacific Corporation (UNP) | 0.4 | $3.3M | 29k | 115.94 | |
| Mimecast | 0.4 | $3.3M | 116k | 28.42 | |
| FedEx Corporation (FDX) | 0.4 | $3.2M | 14k | 225.55 | |
| Kingstone Companies (KINS) | 0.4 | $3.2M | 199k | 16.30 | |
| Asv Hldgs | 0.4 | $3.3M | 402k | 8.13 | |
| MarineMax (HZO) | 0.4 | $3.2M | 190k | 16.55 | |
| Edwards Lifesciences (EW) | 0.4 | $3.1M | 28k | 109.29 | |
| UnitedHealth (UNH) | 0.4 | $3.1M | 16k | 195.83 | |
| priceline.com Incorporated | 0.4 | $3.1M | 1.7k | 1830.35 | |
| Advanced Micro Devices (AMD) | 0.4 | $3.1M | 243k | 12.75 | |
| Vulcan Materials Company (VMC) | 0.4 | $3.0M | 25k | 119.57 | |
| Intuit (INTU) | 0.4 | $3.0M | 21k | 142.14 | |
| Pacific Premier Ban (PPBI) | 0.4 | $3.0M | 80k | 37.74 | |
| Align Technology (ALGN) | 0.3 | $2.9M | 16k | 186.22 | |
| Limbach Hldgs (LMB) | 0.3 | $2.8M | 209k | 13.47 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.7M | 2.8k | 973.43 | |
| Intuitive Surgical (ISRG) | 0.3 | $2.7M | 2.6k | 1045.56 | |
| Primo Water Corporation | 0.3 | $2.7M | 227k | 11.85 | |
| Titan International (TWI) | 0.3 | $2.6M | 257k | 10.15 | |
| Progressive Corporation (PGR) | 0.3 | $2.5M | 52k | 48.41 | |
| Mindbody | 0.3 | $2.5M | 97k | 25.85 | |
| Wynn Resorts (WYNN) | 0.3 | $2.4M | 16k | 148.91 | |
| OraSure Technologies (OSUR) | 0.3 | $2.4M | 105k | 22.49 | |
| Willdan (WLDN) | 0.3 | $2.3M | 71k | 32.46 | |
| Meta Financial (CASH) | 0.3 | $2.2M | 28k | 78.39 | |
| Manitex International (MNTX) | 0.3 | $2.2M | 245k | 8.98 | |
| Gencor Industries (GENC) | 0.2 | $2.1M | 118k | 17.65 | |
| Vocera Communications | 0.2 | $2.0M | 65k | 31.36 | |
| Lyon William Homes cl a | 0.2 | $1.9M | 84k | 22.99 | |
| Caredx (CDNA) | 0.2 | $1.8M | 497k | 3.70 | |
| Equifax (EFX) | 0.2 | $1.8M | 17k | 105.95 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.7M | 9.6k | 178.69 | |
| CryoLife (AORT) | 0.2 | $1.8M | 78k | 22.69 | |
| PROS Holdings (PRO) | 0.2 | $1.8M | 74k | 24.12 | |
| salesforce (CRM) | 0.2 | $1.7M | 18k | 93.40 | |
| J.B. Hunt Transport Services (JBHT) | 0.2 | $1.5M | 14k | 111.03 | |
| Equinix (EQIX) | 0.2 | $1.6M | 3.5k | 446.14 | |
| Calavo Growers (CVGW) | 0.2 | $1.5M | 21k | 73.18 | |
| Monster Beverage Corp (MNST) | 0.2 | $1.5M | 27k | 55.24 | |
| Trimble Navigation (TRMB) | 0.2 | $1.4M | 36k | 39.24 | |
| 8x8 (EGHT) | 0.2 | $1.4M | 104k | 13.50 | |
| Pegasystems (PEGA) | 0.2 | $1.4M | 24k | 57.64 | |
| Netflix (NFLX) | 0.1 | $1.3M | 7.0k | 181.24 | |
| Activision Blizzard | 0.1 | $1.2M | 18k | 64.48 | |
| Echo Global Logistics | 0.1 | $1.1M | 60k | 18.85 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | 6.8k | 164.22 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 14k | 78.10 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $1.1M | 20k | 54.05 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $758k | 1.7k | 446.67 | |
| Tabula Rasa Healthcare | 0.1 | $737k | 28k | 26.73 | |
| Paypal Holdings (PYPL) | 0.1 | $554k | 8.7k | 63.99 | |
| Euronet Worldwide (EEFT) | 0.1 | $469k | 5.0k | 94.61 | |
| Essent (ESNT) | 0.1 | $524k | 13k | 40.44 | |
| D.R. Horton (DHI) | 0.0 | $312k | 7.8k | 39.82 | |
| Paycom Software (PAYC) | 0.0 | $306k | 4.1k | 74.85 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $301k | 6.5k | 46.33 | |
| BlackRock (BLK) | 0.0 | $282k | 631.00 | 446.91 | |
| WABCO Holdings | 0.0 | $223k | 1.5k | 147.39 | |
| On Assignment | 0.0 | $240k | 4.5k | 53.54 | |
| BHP Billiton (BHP) | 0.0 | $288k | 7.1k | 40.44 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $222k | 1.2k | 184.54 | |
| Tesla Motors (TSLA) | 0.0 | $238k | 700.00 | 340.00 | |
| RealPage | 0.0 | $200k | 5.0k | 39.87 | |
| Diamondback Energy (FANG) | 0.0 | $169k | 1.7k | 97.58 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $182k | 3.2k | 56.35 | |
| Shopify Inc cl a (SHOP) | 0.0 | $194k | 1.7k | 116.03 | |
| Wright Medical Group Nv | 0.0 | $183k | 7.1k | 25.76 | |
| Varonis Sys (VRNS) | 0.0 | $59k | 1.4k | 41.23 |
