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 |