Next Century Growth Investors as of Sept. 30, 2018
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 133 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caredx (CDNA) | 3.8 | $33M | 1.1M | 28.85 | |
| Kinsale Cap Group (KNSL) | 3.5 | $30M | 472k | 63.86 | |
| Tactile Systems Technology, In (TCMD) | 2.9 | $25M | 353k | 71.05 | |
| Boingo Wireless | 2.9 | $25M | 712k | 34.90 | |
| TechTarget (TTGT) | 2.5 | $22M | 1.1M | 19.42 | |
| International Money Express (IMXI) | 2.0 | $17M | 1.4M | 12.02 | |
| Healthequity (HQY) | 1.8 | $16M | 168k | 94.41 | |
| RBC Bearings Incorporated (RBC) | 1.8 | $16M | 103k | 150.36 | |
| Everbridge, Inc. Cmn (EVBG) | 1.7 | $15M | 257k | 57.64 | |
| Goosehead Ins (GSHD) | 1.7 | $15M | 430k | 33.87 | |
| At Home Group | 1.7 | $15M | 459k | 31.53 | |
| Accelr8 Technology | 1.6 | $14M | 607k | 22.95 | |
| Echo Global Logistics | 1.4 | $13M | 403k | 30.95 | |
| Ligand Pharmaceuticals In (LGND) | 1.4 | $12M | 45k | 274.48 | |
| Old Dominion Freight Line (ODFL) | 1.4 | $12M | 76k | 161.26 | |
| Sendgrid | 1.4 | $12M | 328k | 36.79 | |
| USA Technologies | 1.4 | $12M | 1.7M | 7.20 | |
| Angi Homeservices (ANGI) | 1.4 | $12M | 511k | 23.48 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $12M | 120k | 96.09 | |
| Planet Fitness Inc-cl A (PLNT) | 1.3 | $12M | 214k | 54.03 | |
| Quanta Services (PWR) | 1.3 | $11M | 340k | 33.38 | |
| Dycom Industries (DY) | 1.3 | $11M | 133k | 84.60 | |
| Insulet Corporation (PODD) | 1.3 | $11M | 106k | 105.95 | |
| Essent (ESNT) | 1.3 | $11M | 254k | 44.25 | |
| STAAR Surgical Company (STAA) | 1.3 | $11M | 232k | 48.00 | |
| Knight Swift Transn Hldgs (KNX) | 1.3 | $11M | 321k | 34.48 | |
| Nmi Hldgs Inc cl a (NMIH) | 1.3 | $11M | 485k | 22.65 | |
| U.s. Concrete Inc Cmn | 1.2 | $11M | 231k | 45.85 | |
| Irhythm Technologies (IRTC) | 1.2 | $11M | 111k | 94.65 | |
| Viewray (VRAYQ) | 1.2 | $10M | 1.1M | 9.36 | |
| Wix (WIX) | 1.2 | $10M | 86k | 119.70 | |
| Monolithic Power Systems (MPWR) | 1.1 | $9.8M | 78k | 125.53 | |
| Granite Construction (GVA) | 1.1 | $9.4M | 205k | 45.70 | |
| LivePerson (LPSN) | 1.1 | $9.1M | 352k | 25.95 | |
| Calavo Growers (CVGW) | 1.1 | $9.0M | 93k | 96.60 | |
| Aerie Pharmaceuticals | 1.0 | $9.0M | 146k | 61.55 | |
| Eagle Materials (EXP) | 1.0 | $8.6M | 101k | 85.23 | |
| Chegg (CHGG) | 1.0 | $8.6M | 302k | 28.43 | |
| MasTec (MTZ) | 1.0 | $8.6M | 192k | 44.65 | |
| Tabula Rasa Healthcare | 1.0 | $8.3M | 102k | 81.18 | |
| Trex Company (TREX) | 0.9 | $8.1M | 106k | 76.98 | |
| Vericel (VCEL) | 0.9 | $8.1M | 574k | 14.15 | |
| Chart Industries (GTLS) | 0.9 | $7.6M | 98k | 78.33 | |
| Orthopediatrics Corp. (KIDS) | 0.9 | $7.6M | 208k | 36.64 | |
| Kingstone Companies (KINS) | 0.8 | $7.2M | 380k | 19.00 | |
| Ringcentral (RNG) | 0.8 | $6.6M | 71k | 93.04 | |
| Universal Stainless & Alloy Products (USAP) | 0.8 | $6.6M | 258k | 25.51 | |
| Epam Systems (EPAM) | 0.7 | $6.3M | 46k | 137.70 | |
| Amazon (AMZN) | 0.7 | $6.3M | 3.1k | 2002.87 | |
| Talend S A ads | 0.7 | $6.3M | 90k | 69.73 | |
| Primo Water Corporation | 0.7 | $6.1M | 337k | 18.05 | |
| Acxiom Corporation | 0.7 | $6.0M | 122k | 49.41 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $5.8M | 74k | 78.91 | |
| Virtusa Corporation | 0.6 | $5.4M | 100k | 53.71 | |
| Vocera Communications | 0.6 | $5.3M | 146k | 36.58 | |
| Manitex International (MNTX) | 0.6 | $5.2M | 496k | 10.53 | |
| Inogen (INGN) | 0.6 | $5.3M | 22k | 244.07 | |
| Cargurus (CARG) | 0.6 | $5.3M | 95k | 55.69 | |
| Proofpoint | 0.6 | $5.1M | 48k | 106.32 | |
| QuinStreet (QNST) | 0.6 | $4.9M | 360k | 13.57 | |
| Interxion Holding | 0.6 | $4.9M | 73k | 67.29 | |
| Mimecast | 0.6 | $4.8M | 115k | 41.87 | |
| Apple (AAPL) | 0.6 | $4.8M | 21k | 225.70 | |
| 2u (TWOU) | 0.5 | $4.7M | 62k | 75.18 | |
| MasterCard Incorporated (MA) | 0.5 | $4.5M | 20k | 222.58 | |
| Allied Motion Technologies (ALNT) | 0.5 | $4.5M | 83k | 54.42 | |
| Sientra | 0.5 | $4.5M | 187k | 23.88 | |
| Dmc Global (BOOM) | 0.5 | $4.4M | 108k | 40.80 | |
| Limoneira Company (LMNR) | 0.5 | $4.4M | 167k | 26.11 | |
| Natera (NTRA) | 0.5 | $4.3M | 180k | 23.94 | |
| PROS Holdings (PRO) | 0.5 | $4.2M | 119k | 35.02 | |
| Penumbra (PEN) | 0.5 | $4.1M | 28k | 149.68 | |
| Caterpillar (CAT) | 0.5 | $4.0M | 26k | 152.49 | |
| Netflix (NFLX) | 0.5 | $4.0M | 11k | 374.06 | |
| Covenant Transportation (CVLG) | 0.5 | $4.0M | 138k | 29.06 | |
| Petiq (PETQ) | 0.5 | $3.9M | 100k | 39.31 | |
| Visa (V) | 0.5 | $3.9M | 26k | 150.07 | |
| Axogen (AXGN) | 0.4 | $3.7M | 100k | 36.84 | |
| Veracyte (VCYT) | 0.4 | $3.5M | 367k | 9.55 | |
| Optinose (OPTN) | 0.4 | $3.6M | 287k | 12.43 | |
| Cintas Corporation (CTAS) | 0.4 | $3.5M | 18k | 197.81 | |
| Facebook Inc cl a (META) | 0.4 | $3.5M | 21k | 164.46 | |
| Align Technology (ALGN) | 0.4 | $3.4M | 8.7k | 391.21 | |
| Progressive Corporation (PGR) | 0.4 | $3.3M | 47k | 71.03 | |
| Microsoft Corporation (MSFT) | 0.4 | $3.2M | 28k | 114.34 | |
| CoStar (CSGP) | 0.4 | $3.2M | 7.7k | 420.81 | |
| Marten Transport (MRTN) | 0.4 | $3.2M | 153k | 21.05 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.1M | 13k | 234.80 | |
| Union Pacific Corporation (UNP) | 0.4 | $3.1M | 19k | 162.83 | |
| salesforce (CRM) | 0.4 | $3.1M | 19k | 158.99 | |
| Everquote Cl A Ord (EVER) | 0.4 | $3.1M | 211k | 14.86 | |
| Intuit (INTU) | 0.3 | $3.1M | 13k | 227.38 | |
| Nuvectra | 0.3 | $3.0M | 136k | 21.97 | |
| Neuronetics (STIM) | 0.3 | $3.0M | 94k | 32.06 | |
| Advanced Micro Devices (AMD) | 0.3 | $3.0M | 96k | 30.88 | |
| Sterling Construction Company (STRL) | 0.3 | $2.8M | 196k | 14.32 | |
| Q2 Holdings (QTWO) | 0.3 | $2.9M | 47k | 60.55 | |
| Las Vegas Sands (LVS) | 0.3 | $2.7M | 46k | 59.31 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $2.8M | 2.3k | 1193.24 | |
| Rapid7 (RPD) | 0.3 | $2.8M | 75k | 36.92 | |
| Eventbrite (EB) | 0.3 | $2.7M | 72k | 37.96 | |
| Model N (MODN) | 0.3 | $2.6M | 165k | 15.85 | |
| Inspire Med Sys (INSP) | 0.3 | $2.6M | 61k | 42.08 | |
| United Rentals (URI) | 0.3 | $2.4M | 15k | 163.56 | |
| CryoLife (AORT) | 0.3 | $2.4M | 69k | 35.19 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.3M | 8.7k | 269.88 | |
| Five Below (FIVE) | 0.3 | $2.4M | 18k | 130.05 | |
| New Relic | 0.3 | $2.3M | 25k | 94.20 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.3M | 1.9k | 1206.93 | |
| NVIDIA Corporation (NVDA) | 0.2 | $2.2M | 7.7k | 280.96 | |
| Cardlytics (CDLX) | 0.2 | $2.2M | 87k | 25.04 | |
| Ra Med Sys | 0.2 | $2.2M | 119k | 18.20 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.1M | 11k | 192.69 | |
| Boeing Company (BA) | 0.2 | $2.0M | 5.4k | 371.80 | |
| UnitedHealth (UNH) | 0.2 | $2.0M | 7.4k | 265.94 | |
| Intuitive Surgical (ISRG) | 0.2 | $1.8M | 3.2k | 573.77 | |
| Edwards Lifesciences (EW) | 0.2 | $1.7M | 10k | 174.10 | |
| Illumina (ILMN) | 0.2 | $1.7M | 4.6k | 366.93 | |
| Abiomed | 0.2 | $1.6M | 3.5k | 449.67 | |
| Atlassian Corp Plc cl a | 0.2 | $1.4M | 15k | 96.10 | |
| Servicenow (NOW) | 0.1 | $1.2M | 6.2k | 195.60 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.1M | 8.9k | 118.90 | |
| Activision Blizzard | 0.1 | $1.0M | 12k | 83.17 | |
| stock | 0.1 | $1.0M | 8.5k | 120.82 | |
| Aspen Group (ASPU) | 0.1 | $1.1M | 157k | 6.80 | |
| Goldman Sachs (GS) | 0.1 | $925k | 4.1k | 224.19 | |
| FedEx Corporation (FDX) | 0.1 | $965k | 4.0k | 240.71 | |
| Paypal Holdings (PYPL) | 0.1 | $975k | 11k | 87.77 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.1 | $969k | 76k | 12.80 | |
| Booking Holdings (BKNG) | 0.1 | $867k | 437.00 | 1983.98 | |
| Joint (JYNT) | 0.1 | $553k | 65k | 8.55 | |
| Paycom Software (PAYC) | 0.0 | $222k | 1.4k | 155.24 | |
| Bridgewater Bancshares (BWB) | 0.0 | $256k | 20k | 13.02 |
