Next Century Growth Investors

Next Century Growth Investors as of March 31, 2018

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 139 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kinsale Cap Group (KNSL) 3.1 $23M 453k 51.33
Irhythm Technologies (IRTC) 2.6 $20M 310k 62.95
MarketAxess Holdings (MKTX) 2.5 $18M 85k 217.43
Boingo Wireless 2.4 $18M 719k 24.77
Quotient Technology 2.3 $17M 1.3M 13.10
CoStar (CSGP) 2.3 $17M 47k 362.67
Abiomed 2.1 $16M 54k 290.98
TechTarget (TTGT) 2.0 $15M 749k 19.88
Dycom Industries (DY) 2.0 $15M 137k 107.63
Echo Global Logistics 1.9 $15M 527k 27.60
Tactile Systems Technology, In (TCMD) 1.9 $15M 458k 31.80
U.s. Concrete Inc Cmn 1.9 $15M 240k 60.40
Nmi Hldgs Inc cl a (NMIH) 1.9 $14M 870k 16.55
USA Technologies 1.8 $13M 1.5M 9.00
Insulet Corporation (PODD) 1.7 $13M 150k 86.67
Axogen (AXGN) 1.7 $13M 353k 36.50
Healthequity (HQY) 1.7 $13M 208k 60.54
Caredx (CDNA) 1.7 $13M 1.6M 7.97
Ameris Ban (ABCB) 1.6 $12M 234k 52.90
Granite Construction (GVA) 1.6 $12M 220k 55.86
Accelr8 Technology 1.6 $12M 532k 22.85
Old Dominion Freight Line (ODFL) 1.6 $12M 82k 146.97
Five9 (FIVN) 1.6 $12M 393k 29.79
Eagle Materials (EXP) 1.5 $11M 109k 103.05
Knight Swift Transn Hldgs (KNX) 1.4 $11M 235k 46.01
Talend S A ads 1.4 $11M 223k 48.12
Quanta Services (PWR) 1.4 $10M 297k 34.35
Lgi Homes (LGIH) 1.3 $10M 141k 70.57
Marten Transport (MRTN) 1.3 $9.7M 423k 22.80
MasTec (MTZ) 1.3 $9.6M 204k 47.05
Ligand Pharmaceuticals In (LGND) 1.2 $9.3M 56k 165.15
Chegg (CHGG) 1.2 $8.7M 423k 20.66
RBC Bearings Incorporated (RBC) 1.1 $8.5M 68k 124.19
Independent Bank (IBTX) 1.1 $8.3M 118k 70.70
Angi Homeservices (ANGI) 1.0 $7.4M 546k 13.58
Trex Company (TREX) 0.9 $7.1M 66k 108.76
Everbridge, Inc. Cmn (EVBG) 0.9 $7.0M 192k 36.60
Summit Matls Inc cl a (SUM) 0.9 $6.7M 222k 30.28
Pacific Premier Ban (PPBI) 0.8 $6.2M 155k 40.19
Kingstone Companies (KINS) 0.8 $5.9M 351k 16.80
Proofpoint 0.8 $5.8M 51k 113.64
Universal Stainless & Alloy Products (USAP) 0.8 $5.8M 211k 27.50
Covenant Transportation (CVLG) 0.8 $5.7M 191k 29.83
Monolithic Power Systems (MPWR) 0.7 $5.6M 48k 115.75
At Home Group 0.7 $5.5M 171k 32.04
Apple (AAPL) 0.7 $5.4M 32k 167.75
Epam Systems (EPAM) 0.7 $5.3M 46k 114.51
Ollies Bargain Outlt Hldgs I (OLLI) 0.7 $5.2M 86k 60.29
Vocera Communications 0.7 $4.9M 211k 23.42
Ultimate Software 0.7 $4.8M 20k 243.70
Q2 Holdings (QTWO) 0.7 $4.9M 108k 45.54
Astec Industries (ASTE) 0.6 $4.8M 88k 55.18
Interxion Holding 0.6 $4.8M 78k 62.10
Amazon (AMZN) 0.6 $4.7M 3.3k 1447.22
2u (TWOU) 0.6 $4.7M 57k 84.02
Hubspot (HUBS) 0.6 $4.7M 43k 108.30
Mimecast 0.6 $4.4M 123k 35.43
EXACT Sciences Corporation (EXAS) 0.6 $4.2M 105k 40.32
Guidewire Software (GWRE) 0.6 $4.2M 52k 80.82
PROS Holdings (PRO) 0.6 $4.2M 126k 33.01
Collegium Pharmaceutical Inc Common Stock Usd (COLL) 0.6 $4.1M 160k 25.55
Aerie Pharmaceuticals 0.5 $4.0M 74k 54.25
Inogen (INGN) 0.5 $3.9M 32k 122.83
Sailpoint Technlgies Hldgs I 0.5 $4.0M 194k 20.69
Manitex International (MNTX) 0.5 $3.7M 325k 11.43
MasterCard Incorporated (MA) 0.5 $3.7M 21k 175.15
Vericel (VCEL) 0.5 $3.7M 372k 9.95
Viewray (VRAYQ) 0.5 $3.7M 574k 6.43
American Woodmark Corporation (AMWD) 0.5 $3.6M 36k 98.42
Primo Water Corporation 0.5 $3.6M 305k 11.71
Las Vegas Sands (LVS) 0.5 $3.4M 48k 71.90
Tabula Rasa Healthcare 0.5 $3.4M 87k 38.80
Bridgewater Bancshares (BWB) 0.4 $3.3M 255k 13.07
Visa (V) 0.4 $3.2M 27k 119.59
Optinose (OPTN) 0.4 $3.1M 157k 20.02
Goldman Sachs (GS) 0.4 $3.0M 12k 251.83
Facebook Inc cl a (META) 0.4 $3.0M 19k 159.78
Progressive Corporation (PGR) 0.4 $3.0M 49k 60.93
Cintas Corporation (CTAS) 0.4 $2.8M 17k 170.56
Meta Financial (CASH) 0.4 $2.9M 26k 109.18
BB&T Corporation 0.4 $2.7M 53k 52.03
Align Technology (ALGN) 0.4 $2.8M 11k 251.07
Asv Hldgs 0.4 $2.8M 387k 7.26
Cargurus (CARG) 0.4 $2.7M 71k 38.46
Caterpillar (CAT) 0.4 $2.7M 18k 147.34
Union Pacific Corporation (UNP) 0.4 $2.7M 20k 134.40
IPG Photonics Corporation (IPGP) 0.4 $2.7M 12k 233.34
United Rentals (URI) 0.3 $2.6M 15k 172.72
Paycom Software (PAYC) 0.3 $2.6M 24k 107.36
Ringcentral (RNG) 0.3 $2.5M 39k 63.48
New Relic 0.3 $2.4M 33k 74.11
Alphabet Inc Class C cs (GOOG) 0.3 $2.5M 2.4k 1031.43
Intuit (INTU) 0.3 $2.4M 14k 173.32
FedEx Corporation (FDX) 0.3 $2.3M 9.8k 240.04
Vulcan Materials Company (VMC) 0.3 $2.2M 19k 114.15
Lyon William Homes cl a 0.3 $2.1M 78k 27.48
Orthopediatrics Corp. (KIDS) 0.3 $2.2M 145k 15.06
Edwards Lifesciences (EW) 0.3 $2.1M 15k 139.51
Titan International (TWI) 0.3 $2.0M 159k 12.61
Monster Beverage Corp (MNST) 0.3 $2.0M 35k 57.20
Alphabet Inc Class A cs (GOOGL) 0.3 $2.0M 2.0k 1036.92
Rapid7 (RPD) 0.3 $2.0M 79k 25.56
Adobe Systems Incorporated (ADBE) 0.3 $1.9M 9.0k 215.98
NVIDIA Corporation (NVDA) 0.2 $1.8M 8.0k 231.54
STAAR Surgical Company (STAA) 0.2 $1.9M 125k 14.80
Model N (MODN) 0.2 $1.9M 104k 18.04
Mindbody 0.2 $1.9M 48k 38.90
Nuvectra 0.2 $1.9M 144k 13.02
Gencor Industries (GENC) 0.2 $1.8M 110k 16.10
Calavo Growers (CVGW) 0.2 $1.8M 19k 92.18
UnitedHealth (UNH) 0.2 $1.7M 7.7k 213.89
MarineMax (HZO) 0.2 $1.6M 81k 19.44
Netflix (NFLX) 0.2 $1.4M 4.8k 295.31
salesforce (CRM) 0.2 $1.4M 12k 116.24
CryoLife (AORT) 0.2 $1.5M 72k 20.04
Byline Ban (BY) 0.2 $1.4M 62k 22.92
Trimble Navigation (TRMB) 0.2 $1.4M 39k 35.86
Intuitive Surgical (ISRG) 0.2 $1.4M 3.3k 412.77
Sterling Construction Company (STRL) 0.2 $1.3M 116k 11.46
J.B. Hunt Transport Services (JBHT) 0.1 $1.1M 9.2k 117.12
Servicenow (NOW) 0.1 $1.1M 6.5k 165.43
Square Inc cl a (SQ) 0.1 $967k 20k 49.20
Booking Holdings (BKNG) 0.1 $944k 454.00 2079.30
Microsoft Corporation (MSFT) 0.1 $912k 10k 91.21
Wal-Mart Stores (WMT) 0.1 $872k 9.8k 88.93
Cognex Corporation (CGNX) 0.1 $874k 17k 51.97
Paypal Holdings (PYPL) 0.1 $875k 12k 75.84
Activision Blizzard 0.1 $853k 13k 67.43
Advanced Micro Devices (AMD) 0.1 $717k 71k 10.05
D.R. Horton (DHI) 0.0 $264k 6.0k 43.69
On Assignment (ASGN) 0.0 $203k 2.5k 81.69
SLM Corporation (SLM) 0.0 $143k 13k 11.20
RealPage 0.0 $143k 2.8k 51.42
Diamondback Energy (FANG) 0.0 $121k 961.00 125.91
Veeva Sys Inc cl a (VEEV) 0.0 $130k 1.8k 72.59
Nevro (NVRO) 0.0 $138k 1.6k 86.25
Shopify Inc cl a (SHOP) 0.0 $115k 927.00 124.06
WABCO Holdings 0.0 $112k 839.00 133.49
Dropbox Inc-class A (DBX) 0.0 $31k 1.0k 31.00