Next Century Growth Investors as of Dec. 31, 2018
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 132 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caredx (CDNA) | 4.1 | $29M | 1.1M | 25.14 | |
| Kinsale Cap Group (KNSL) | 3.9 | $27M | 492k | 55.56 | |
| International Money Express (IMXI) | 2.8 | $20M | 1.7M | 11.96 | |
| Everbridge, Inc. Cmn (EVBG) | 2.6 | $18M | 322k | 56.76 | |
| Vericel (VCEL) | 2.6 | $18M | 1.0M | 17.40 | |
| Tactile Systems Technology, In (TCMD) | 2.5 | $17M | 380k | 45.55 | |
| Goosehead Ins (GSHD) | 1.9 | $13M | 503k | 26.29 | |
| Chegg (CHGG) | 1.8 | $13M | 454k | 28.42 | |
| Planet Fitness Inc-cl A (PLNT) | 1.8 | $13M | 240k | 53.62 | |
| RBC Bearings Incorporated (RBC) | 1.7 | $12M | 93k | 131.10 | |
| Healthequity (HQY) | 1.6 | $12M | 192k | 59.65 | |
| Limoneira Company (LMNR) | 1.6 | $11M | 568k | 19.55 | |
| Insulet Corporation (PODD) | 1.6 | $11M | 140k | 79.32 | |
| Quanta Services (PWR) | 1.5 | $10M | 340k | 30.10 | |
| TechTarget (TTGT) | 1.4 | $10M | 817k | 12.21 | |
| Irhythm Technologies (IRTC) | 1.4 | $9.7M | 139k | 69.47 | |
| Calavo Growers (CVGW) | 1.4 | $9.5M | 131k | 72.96 | |
| Wix (WIX) | 1.3 | $9.1M | 101k | 90.33 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $8.9M | 133k | 66.51 | |
| Ligand Pharmaceuticals In (LGND) | 1.2 | $8.6M | 64k | 135.69 | |
| Boingo Wireless | 1.2 | $8.6M | 420k | 20.57 | |
| Essent (ESNT) | 1.2 | $8.7M | 253k | 34.18 | |
| Nmi Hldgs Inc cl a (NMIH) | 1.2 | $8.6M | 484k | 17.85 | |
| Angi Homeservices (ANGI) | 1.2 | $8.2M | 510k | 16.07 | |
| Orthopediatrics Corp. (KIDS) | 1.1 | $8.0M | 230k | 34.88 | |
| Inspire Med Sys (INSP) | 1.1 | $8.0M | 190k | 42.25 | |
| eHealth (EHTH) | 1.1 | $7.7M | 200k | 38.42 | |
| Axogen (AXGN) | 1.1 | $7.5M | 366k | 20.43 | |
| STAAR Surgical Company (STAA) | 1.1 | $7.4M | 232k | 31.91 | |
| LivePerson (LPSN) | 1.1 | $7.4M | 392k | 18.86 | |
| Kingstone Companies (KINS) | 1.1 | $7.4M | 418k | 17.69 | |
| Viewray (VRAYQ) | 1.0 | $7.3M | 1.2M | 6.07 | |
| QuinStreet (QNST) | 1.0 | $7.2M | 443k | 16.23 | |
| Virtusa Corporation | 1.0 | $7.1M | 166k | 42.59 | |
| Primo Water Corporation | 1.0 | $7.1M | 506k | 14.01 | |
| Old Dominion Freight Line (ODFL) | 1.0 | $6.9M | 56k | 123.47 | |
| Interxion Holding | 1.0 | $6.9M | 127k | 54.16 | |
| Sendgrid | 1.0 | $6.8M | 158k | 43.17 | |
| USA Technologies | 1.0 | $6.8M | 1.7M | 3.89 | |
| Veracyte (VCYT) | 1.0 | $6.7M | 535k | 12.58 | |
| Vapotherm | 0.9 | $6.7M | 336k | 19.95 | |
| MasTec (MTZ) | 0.9 | $6.4M | 159k | 40.56 | |
| Vocera Communications | 0.9 | $6.3M | 160k | 39.35 | |
| Trex Company (TREX) | 0.9 | $6.3M | 106k | 59.35 | |
| Aerie Pharmaceuticals | 0.9 | $6.2M | 171k | 36.10 | |
| Tabula Rasa Healthcare | 0.8 | $6.0M | 94k | 63.76 | |
| Ringcentral (RNG) | 0.8 | $5.9M | 71k | 82.44 | |
| PROS Holdings (PRO) | 0.8 | $5.7M | 181k | 31.40 | |
| Epam Systems (EPAM) | 0.8 | $5.3M | 46k | 116.00 | |
| Dycom Industries (DY) | 0.7 | $5.2M | 96k | 54.03 | |
| Five9 (FIVN) | 0.7 | $5.2M | 118k | 43.72 | |
| Proofpoint | 0.7 | $5.0M | 60k | 83.80 | |
| Liveramp Holdings (RAMP) | 0.7 | $4.9M | 127k | 38.63 | |
| Mimecast | 0.7 | $4.8M | 143k | 33.62 | |
| Amazon (AMZN) | 0.7 | $4.7M | 3.1k | 1501.75 | |
| Duluth Holdings (DLTH) | 0.7 | $4.7M | 187k | 25.23 | |
| Chart Industries (GTLS) | 0.7 | $4.7M | 72k | 65.03 | |
| Universal Stainless & Alloy Products (USAP) | 0.7 | $4.6M | 284k | 16.21 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $4.7M | 74k | 63.10 | |
| Neuronetics (STIM) | 0.7 | $4.6M | 240k | 19.35 | |
| CryoLife (AORT) | 0.7 | $4.6M | 161k | 28.38 | |
| Q2 Holdings (QTWO) | 0.7 | $4.6M | 92k | 49.54 | |
| Dmc Global (BOOM) | 0.7 | $4.5M | 129k | 35.11 | |
| Si-bone (SIBN) | 0.6 | $4.5M | 215k | 20.89 | |
| At Home Group | 0.6 | $4.3M | 233k | 18.66 | |
| RealPage | 0.6 | $4.3M | 89k | 48.19 | |
| NeoGenomics (NEO) | 0.6 | $4.3M | 339k | 12.61 | |
| Inogen (INGN) | 0.6 | $4.1M | 33k | 124.17 | |
| Allied Motion Technologies (ALNT) | 0.6 | $4.1M | 92k | 44.69 | |
| Accelr8 Technology | 0.6 | $4.0M | 352k | 11.50 | |
| Penumbra (PEN) | 0.6 | $4.1M | 33k | 122.18 | |
| Microsoft Corporation (MSFT) | 0.6 | $4.0M | 39k | 101.56 | |
| MasterCard Incorporated (MA) | 0.6 | $3.8M | 20k | 188.61 | |
| Genomic Health | 0.6 | $3.8M | 60k | 64.41 | |
| Cargurus (CARG) | 0.6 | $3.9M | 115k | 33.73 | |
| New Relic | 0.5 | $3.8M | 47k | 80.95 | |
| Visa (V) | 0.5 | $3.4M | 26k | 131.92 | |
| Apple (AAPL) | 0.5 | $3.3M | 21k | 157.73 | |
| Facebook Inc cl a (META) | 0.5 | $3.3M | 25k | 131.07 | |
| Joint (JYNT) | 0.5 | $3.3M | 395k | 8.32 | |
| Las Vegas Sands (LVS) | 0.5 | $3.2M | 62k | 52.04 | |
| Progressive Corporation (PGR) | 0.5 | $3.2M | 53k | 60.31 | |
| UnitedHealth (UNH) | 0.4 | $3.1M | 12k | 249.11 | |
| Manitex International (MNTX) | 0.4 | $3.1M | 543k | 5.68 | |
| Boeing Company (BA) | 0.4 | $2.9M | 9.0k | 322.46 | |
| Netflix (NFLX) | 0.4 | $2.9M | 11k | 267.60 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.8M | 17k | 165.71 | |
| Costco Wholesale Corporation (COST) | 0.4 | $2.7M | 13k | 203.65 | |
| Monolithic Power Systems (MPWR) | 0.4 | $2.6M | 23k | 116.24 | |
| Rapid7 (RPD) | 0.4 | $2.6M | 83k | 31.16 | |
| salesforce (CRM) | 0.4 | $2.6M | 19k | 136.94 | |
| CoStar (CSGP) | 0.3 | $2.5M | 7.4k | 337.31 | |
| Intuit (INTU) | 0.3 | $2.5M | 13k | 196.84 | |
| Nuvectra | 0.3 | $2.5M | 150k | 16.34 | |
| Sientra | 0.3 | $2.4M | 186k | 12.71 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $2.4M | 2.3k | 1035.47 | |
| Guardant Health (GH) | 0.3 | $2.4M | 65k | 37.58 | |
| Model N (MODN) | 0.3 | $2.2M | 164k | 13.23 | |
| United Rentals (URI) | 0.3 | $2.1M | 20k | 102.49 | |
| Bandwidth (BAND) | 0.3 | $2.1M | 52k | 40.73 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.0M | 1.9k | 1044.62 | |
| Align Technology (ALGN) | 0.3 | $1.8M | 8.7k | 209.36 | |
| Five Below (FIVE) | 0.3 | $1.9M | 18k | 102.31 | |
| Atlassian Corp Plc cl a | 0.3 | $1.8M | 20k | 88.95 | |
| Caterpillar (CAT) | 0.2 | $1.7M | 14k | 127.02 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.7M | 7.4k | 226.23 | |
| Servicenow (NOW) | 0.2 | $1.7M | 9.5k | 178.02 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | 87k | 18.46 | |
| Intuitive Surgical (ISRG) | 0.2 | $1.5M | 3.2k | 478.89 | |
| Sterling Construction Company (STRL) | 0.2 | $1.5M | 136k | 10.88 | |
| Abiomed | 0.2 | $1.2M | 3.6k | 324.89 | |
| Ricebran Technologies | 0.2 | $1.2M | 387k | 3.00 | |
| Edwards Lifesciences (EW) | 0.1 | $947k | 6.2k | 153.04 | |
| Union Pacific Corporation (UNP) | 0.1 | $884k | 6.4k | 138.17 | |
| Illumina (ILMN) | 0.1 | $900k | 3.0k | 299.90 | |
| stock | 0.1 | $890k | 8.5k | 104.80 | |
| Paypal Holdings (PYPL) | 0.1 | $934k | 11k | 84.08 | |
| Cintas Corporation (CTAS) | 0.1 | $812k | 4.8k | 167.94 | |
| Burlington Stores (BURL) | 0.1 | $850k | 5.2k | 162.62 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $766k | 1.8k | 431.31 | |
| Lululemon Athletica (LULU) | 0.1 | $779k | 6.4k | 121.53 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.1 | $741k | 67k | 11.02 | |
| Aspen Group (ASPU) | 0.1 | $766k | 140k | 5.48 | |
| Booking Holdings (BKNG) | 0.1 | $752k | 437.00 | 1720.82 | |
| FedEx Corporation (FDX) | 0.1 | $646k | 4.0k | 161.14 | |
| NVIDIA Corporation (NVDA) | 0.1 | $607k | 4.6k | 133.29 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $189k | 2.1k | 89.07 | |
| Paycom Software (PAYC) | 0.0 | $189k | 1.5k | 122.25 | |
| Ultimate Software | 0.0 | $158k | 649.00 | 243.45 | |
| Guidewire Software (GWRE) | 0.0 | $124k | 1.6k | 79.59 | |
| Zendesk | 0.0 | $174k | 3.0k | 58.33 | |
| Shopify Inc cl a (SHOP) | 0.0 | $101k | 732.00 | 137.98 |
