Next Century Growth Investors as of March 31, 2019
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 123 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kinsale Cap Group (KNSL) | 4.0 | $30M | 435k | 68.57 | |
| Caredx (CDNA) | 3.8 | $29M | 905k | 31.52 | |
| International Money Express (IMXI) | 2.7 | $20M | 1.7M | 11.66 | |
| eHealth (EHTH) | 2.5 | $19M | 296k | 62.34 | |
| Veracyte (VCYT) | 2.4 | $18M | 727k | 25.02 | |
| Tactile Systems Technology, In (TCMD) | 2.4 | $18M | 333k | 52.72 | |
| Goosehead Ins (GSHD) | 2.3 | $17M | 612k | 27.88 | |
| Vericel (VCEL) | 2.1 | $16M | 918k | 17.51 | |
| Planet Fitness Inc-cl A (PLNT) | 2.0 | $15M | 214k | 68.72 | |
| Limoneira Company (LMNR) | 1.9 | $14M | 596k | 23.53 | |
| Chegg (CHGG) | 1.8 | $13M | 346k | 38.12 | |
| Calavo Growers (CVGW) | 1.6 | $12M | 147k | 83.85 | |
| LivePerson (LPSN) | 1.6 | $12M | 424k | 29.02 | |
| Insulet Corporation (PODD) | 1.6 | $12M | 125k | 95.08 | |
| Everbridge, Inc. Cmn (EVBG) | 1.6 | $12M | 159k | 75.01 | |
| Healthequity (HQY) | 1.5 | $11M | 153k | 73.98 | |
| Inspire Med Sys (INSP) | 1.5 | $11M | 200k | 56.78 | |
| Nmi Hldgs Inc cl a (NMIH) | 1.5 | $11M | 430k | 25.87 | |
| Boingo Wireless | 1.5 | $11M | 470k | 23.28 | |
| Wix (WIX) | 1.4 | $11M | 90k | 120.83 | |
| RBC Bearings Incorporated (RBC) | 1.4 | $11M | 83k | 127.16 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.4 | $10M | 119k | 85.32 | |
| Essent (ESNT) | 1.3 | $9.8M | 225k | 43.45 | |
| Quanta Services (PWR) | 1.2 | $9.4M | 249k | 37.74 | |
| Irhythm Technologies (IRTC) | 1.2 | $9.3M | 124k | 74.96 | |
| Vocera Communications | 1.2 | $9.1M | 287k | 31.63 | |
| Orthopediatrics Corp. (KIDS) | 1.2 | $8.8M | 199k | 44.23 | |
| Virtusa Corporation | 1.1 | $7.9M | 148k | 53.44 | |
| Viewray (VRAYQ) | 1.0 | $7.8M | 1.1M | 7.39 | |
| Interxion Holding | 1.0 | $7.5M | 113k | 66.73 | |
| TechTarget (TTGT) | 1.0 | $7.3M | 446k | 16.27 | |
| Aerie Pharmaceuticals | 1.0 | $7.2M | 152k | 47.49 | |
| Old Dominion Freight Line (ODFL) | 1.0 | $7.2M | 50k | 144.39 | |
| STAAR Surgical Company (STAA) | 0.9 | $7.1M | 207k | 34.19 | |
| Epam Systems (EPAM) | 0.9 | $6.9M | 41k | 169.11 | |
| Angi Homeservices (ANGI) | 0.9 | $7.0M | 453k | 15.44 | |
| Si-bone (SIBN) | 0.9 | $6.9M | 367k | 18.84 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $6.8M | 78k | 86.62 | |
| Ringcentral (RNG) | 0.9 | $6.8M | 63k | 107.79 | |
| Primo Water Corporation | 0.9 | $6.8M | 437k | 15.46 | |
| Five9 (FIVN) | 0.9 | $6.8M | 128k | 52.83 | |
| PROS Holdings (PRO) | 0.9 | $6.6M | 156k | 42.23 | |
| RealPage | 0.9 | $6.5M | 108k | 60.69 | |
| Proofpoint | 0.9 | $6.5M | 54k | 121.43 | |
| NeoGenomics (NEO) | 0.8 | $6.2M | 302k | 20.46 | |
| Liveramp Holdings (RAMP) | 0.8 | $6.2M | 113k | 54.57 | |
| Mimecast | 0.8 | $6.0M | 126k | 47.35 | |
| Joint (JYNT) | 0.8 | $5.9M | 378k | 15.75 | |
| Trex Company (TREX) | 0.8 | $5.7M | 93k | 61.51 | |
| Chart Industries (GTLS) | 0.8 | $5.8M | 64k | 90.51 | |
| QuinStreet (QNST) | 0.8 | $5.8M | 433k | 13.39 | |
| Amazon (AMZN) | 0.8 | $5.6M | 3.1k | 1780.68 | |
| Bandwidth (BAND) | 0.8 | $5.6M | 84k | 66.96 | |
| Dmc Global (BOOM) | 0.7 | $5.5M | 112k | 49.64 | |
| Kingstone Companies (KINS) | 0.7 | $5.4M | 365k | 14.74 | |
| Ligand Pharmaceuticals In (LGND) | 0.7 | $5.3M | 42k | 125.70 | |
| Microsoft Corporation (MSFT) | 0.7 | $5.2M | 44k | 117.92 | |
| MasterCard Incorporated (MA) | 0.6 | $4.8M | 20k | 235.43 | |
| Apple (AAPL) | 0.6 | $4.8M | 25k | 189.92 | |
| Accelr8 Technology | 0.6 | $4.8M | 229k | 21.02 | |
| Q2 Holdings (QTWO) | 0.6 | $4.7M | 68k | 69.26 | |
| Tabula Rasa Healthcare | 0.6 | $4.7M | 83k | 56.42 | |
| Monolithic Power Systems (MPWR) | 0.6 | $4.5M | 34k | 135.49 | |
| Paylocity Holding Corporation (PCTY) | 0.6 | $4.4M | 50k | 89.19 | |
| Avalara | 0.6 | $4.4M | 80k | 55.78 | |
| Vapotherm | 0.6 | $4.4M | 226k | 19.65 | |
| Penumbra (PEN) | 0.6 | $4.3M | 29k | 147.00 | |
| Facebook Inc cl a (META) | 0.6 | $4.2M | 25k | 166.65 | |
| Visa (V) | 0.6 | $4.1M | 26k | 156.16 | |
| Universal Stainless & Alloy Products (USAP) | 0.6 | $4.1M | 248k | 16.57 | |
| New Relic | 0.6 | $4.1M | 42k | 98.68 | |
| Cargurus (CARG) | 0.6 | $4.1M | 102k | 40.06 | |
| Waitr Hldgs | 0.5 | $4.0M | 325k | 12.29 | |
| D Fluidigm Corp Del (LAB) | 0.5 | $3.9M | 292k | 13.29 | |
| Progressive Corporation (PGR) | 0.5 | $3.8M | 53k | 72.09 | |
| Boeing Company (BA) | 0.5 | $3.8M | 9.9k | 381.39 | |
| Genomic Health | 0.5 | $3.8M | 54k | 70.04 | |
| Las Vegas Sands (LVS) | 0.5 | $3.8M | 62k | 60.96 | |
| Manitex International (MNTX) | 0.5 | $3.7M | 480k | 7.65 | |
| CoStar (CSGP) | 0.5 | $3.4M | 7.4k | 466.38 | |
| Intuit (INTU) | 0.4 | $3.3M | 13k | 261.39 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.2M | 13k | 242.14 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $3.1M | 17k | 183.92 | |
| UnitedHealth (UNH) | 0.4 | $3.1M | 12k | 247.25 | |
| salesforce (CRM) | 0.4 | $3.0M | 19k | 158.37 | |
| Edwards Lifesciences (EW) | 0.4 | $2.9M | 15k | 191.31 | |
| Inogen (INGN) | 0.4 | $2.8M | 30k | 95.36 | |
| Netflix (NFLX) | 0.4 | $2.8M | 7.8k | 356.46 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $2.7M | 2.3k | 1173.08 | |
| Lululemon Athletica (LULU) | 0.4 | $2.7M | 16k | 163.85 | |
| Allied Motion Technologies (ALNT) | 0.4 | $2.7M | 80k | 34.37 | |
| Ricebran Technologies | 0.3 | $2.6M | 686k | 3.72 | |
| Guardant Health (GH) | 0.3 | $2.4M | 31k | 76.70 | |
| Servicenow (NOW) | 0.3 | $2.3M | 9.5k | 246.46 | |
| Atlassian Corp Plc cl a | 0.3 | $2.3M | 20k | 112.38 | |
| Five Below (FIVE) | 0.3 | $2.3M | 18k | 124.20 | |
| Model N (MODN) | 0.3 | $2.2M | 127k | 17.54 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.2M | 1.9k | 1176.38 | |
| CryoLife (AORT) | 0.3 | $2.1M | 74k | 29.17 | |
| Rapid7 (RPD) | 0.3 | $2.2M | 43k | 50.61 | |
| Neuronetics (STIM) | 0.3 | $2.1M | 136k | 15.25 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.0M | 7.4k | 266.38 | |
| Caterpillar (CAT) | 0.2 | $1.8M | 14k | 135.46 | |
| Intuitive Surgical (ISRG) | 0.2 | $1.8M | 3.2k | 570.57 | |
| Deere & Company (DE) | 0.2 | $1.7M | 11k | 159.81 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.7M | 68k | 25.52 | |
| Aspen Aerogels (ASPN) | 0.2 | $1.6M | 637k | 2.55 | |
| Sterling Construction Company (STRL) | 0.2 | $1.5M | 118k | 12.52 | |
| Nuvectra | 0.2 | $1.4M | 130k | 11.00 | |
| Xilinx | 0.2 | $1.2M | 9.6k | 126.77 | |
| Paypal Holdings (PYPL) | 0.1 | $1.2M | 11k | 103.79 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | 6.4k | 167.08 | |
| Abiomed | 0.1 | $1.0M | 3.6k | 285.36 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.1M | 1.5k | 709.97 | |
| stock | 0.1 | $1.1M | 8.5k | 124.59 | |
| Cintas Corporation (CTAS) | 0.1 | $977k | 4.8k | 202.07 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.1 | $971k | 75k | 12.91 | |
| Illumina (ILMN) | 0.1 | $932k | 3.0k | 310.56 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $269k | 2.1k | 126.77 | |
| Paycom Software (PAYC) | 0.0 | $298k | 1.6k | 189.09 | |
| Zendesk | 0.0 | $253k | 3.0k | 84.81 | |
| Guidewire Software (GWRE) | 0.0 | $151k | 1.6k | 96.61 | |
| Shopify Inc cl a (SHOP) | 0.0 | $151k | 732.00 | 206.28 |
