Next Century Growth Investors

Next Century Growth Investors as of Sept. 30, 2019

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 125 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kinsale Cap Group (KNSL) 4.0 $25M 244k 103.31
Goosehead Ins (GSHD) 3.6 $22M 450k 49.35
International Money Express (IMXI) 3.0 $19M 1.4M 13.74
Kornit Digital (KRNT) 2.5 $15M 499k 30.78
Veracyte (VCYT) 2.5 $15M 635k 24.00
Calavo Growers (CVGW) 2.4 $15M 154k 95.18
Palomar Hldgs (PLMR) 2.4 $15M 372k 39.42
Tactile Systems Technology, In (TCMD) 2.3 $14M 338k 42.32
Caredx (CDNA) 2.3 $14M 629k 22.61
Vericel (VCEL) 2.3 $14M 934k 15.14
eHealth (EHTH) 2.2 $13M 201k 66.79
Limoneira Company (LMNR) 2.1 $13M 725k 18.36
RBC Bearings Incorporated (RBC) 2.1 $13M 78k 165.90
Alphatec Holdings (ATEC) 2.1 $13M 2.6M 5.02
Si-bone (SIBN) 2.0 $12M 703k 17.67
TechTarget (TTGT) 1.9 $12M 512k 22.52
Inspire Med Sys (INSP) 1.8 $11M 182k 61.02
Trex Company (TREX) 1.8 $11M 121k 90.92
Insulet Corporation (PODD) 1.6 $9.9M 60k 164.93
LivePerson (LPSN) 1.6 $9.8M 274k 35.70
Chart Industries (GTLS) 1.5 $9.4M 152k 62.36
Essent (ESNT) 1.4 $8.9M 187k 47.67
Model N (MODN) 1.4 $8.4M 303k 27.76
Healthequity (HQY) 1.4 $8.4M 146k 57.14
Orthopediatrics Corp. (KIDS) 1.3 $8.2M 233k 35.26
Nmi Hldgs Inc cl a (NMIH) 1.3 $8.1M 307k 26.26
Joint (JYNT) 1.2 $7.6M 409k 18.61
Chegg (CHGG) 1.2 $7.3M 244k 29.95
Irhythm Technologies (IRTC) 1.2 $7.2M 97k 74.10
Lgi Homes (LGIH) 1.1 $6.8M 81k 83.32
Quanta Services (PWR) 1.1 $6.6M 175k 37.80
NeoGenomics (NEO) 1.1 $6.5M 341k 19.12
Interxion Holding 1.1 $6.5M 80k 81.46
Old Dominion Freight Line (ODFL) 1.0 $5.9M 35k 169.95
Zynex (ZYXI) 0.9 $5.9M 623k 9.51
Microsoft Corporation (MSFT) 0.9 $5.9M 42k 139.01
Stoneridge (SRI) 0.9 $5.7M 185k 30.97
Apple (AAPL) 0.9 $5.3M 24k 223.93
MasterCard Incorporated (MA) 0.8 $5.3M 20k 271.54
Monolithic Power Systems (MPWR) 0.8 $5.3M 34k 155.61
Penumbra (PEN) 0.8 $5.3M 39k 134.49
Amazon (AMZN) 0.8 $5.2M 3.0k 1735.60
RealPage 0.8 $5.2M 83k 62.85
Repligen Corporation (RGEN) 0.7 $4.6M 60k 76.69
Willdan (WLDN) 0.7 $4.5M 129k 35.08
Paysign (PAYS) 0.7 $4.3M 428k 10.10
Visa (V) 0.7 $4.3M 25k 171.99
Aspen Aerogels (ASPN) 0.7 $4.3M 723k 5.92
CoStar (CSGP) 0.7 $4.1M 7.0k 593.10
Universal Stainless & Alloy Products (USAP) 0.6 $4.0M 256k 15.60
Tandem Diabetes Care (TNDM) 0.6 $4.0M 68k 58.97
Epam Systems (EPAM) 0.6 $3.8M 21k 182.30
Facebook Inc cl a (META) 0.6 $3.8M 21k 178.05
Proofpoint 0.6 $3.7M 29k 129.03
Costco Wholesale Corporation (COST) 0.6 $3.6M 13k 288.04
Boeing Company (BA) 0.6 $3.6M 9.4k 380.41
Ringcentral (RNG) 0.6 $3.5M 28k 125.63
Globant S A (GLOB) 0.6 $3.5M 38k 91.57
Hallmark Financial Services 0.5 $3.4M 176k 19.13
Accelr8 Technology 0.5 $3.3M 180k 18.57
Paylocity Holding Corporation (PCTY) 0.5 $3.3M 34k 97.56
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $3.2M 19k 169.39
Q2 Holdings (QTWO) 0.5 $3.3M 41k 78.87
Lululemon Athletica (LULU) 0.5 $3.2M 17k 192.53
CryoLife (AORT) 0.5 $3.1M 115k 27.15
Five9 (FIVN) 0.5 $3.1M 58k 53.73
Tufin Software Technologies 0.5 $3.1M 190k 16.46
Exagen (XGN) 0.5 $3.0M 195k 15.49
Las Vegas Sands (LVS) 0.5 $2.9M 51k 57.75
Advanced Micro Devices (AMD) 0.5 $2.9M 101k 28.99
Wix (WIX) 0.5 $2.9M 25k 116.71
Progressive Corporation (PGR) 0.5 $2.8M 37k 77.25
Alphabet Inc Class C cs (GOOG) 0.4 $2.7M 2.2k 1218.65
salesforce (CRM) 0.4 $2.6M 18k 148.43
Quanterix Ord (QTRX) 0.4 $2.5M 112k 21.95
Intuit (INTU) 0.4 $2.4M 9.2k 265.93
Allied Motion Technologies (ALNT) 0.4 $2.3M 64k 35.31
Servicenow (NOW) 0.4 $2.3M 9.1k 253.74
Mimecast 0.4 $2.3M 65k 35.66
Edwards Lifesciences (EW) 0.4 $2.2M 10k 219.84
Sterling Construction Company (STRL) 0.4 $2.2M 171k 13.15
Alphabet Inc Class A cs (GOOGL) 0.4 $2.2M 1.8k 1221.06
Cryoport Inc Com Par $0 001 (CYRX) 0.3 $2.2M 133k 16.35
Silk Road Medical Inc Common (SILK) 0.3 $2.1M 65k 32.53
Deere & Company (DE) 0.3 $2.1M 12k 168.63
United Rentals (URI) 0.3 $2.0M 16k 124.63
Transmedics Group (TMDX) 0.3 $2.0M 85k 23.74
Caterpillar (CAT) 0.3 $1.9M 15k 126.29
Vulcan Materials Company (VMC) 0.3 $1.9M 13k 151.17
Bandwidth (BAND) 0.3 $1.9M 30k 65.10
Ricebran Technologies 0.3 $1.7M 656k 2.55
Tree (TREE) 0.3 $1.6M 5.2k 310.28
Liqtech International 0.3 $1.6M 206k 7.90
STAAR Surgical Company (STAA) 0.2 $1.5M 59k 25.77
M/a (MTSI) 0.2 $1.5M 69k 21.48
Avalara 0.2 $1.5M 22k 67.26
Anaplan 0.2 $1.5M 31k 46.99
Walt Disney Company (DIS) 0.2 $1.4M 11k 130.28
Adobe Systems Incorporated (ADBE) 0.2 $1.5M 5.3k 276.08
Guardant Health (GH) 0.2 $1.4M 22k 63.83
Health Catalyst (HCAT) 0.2 $1.3M 43k 31.63
Manitex International (MNTX) 0.2 $1.3M 199k 6.65
Cintas Corporation (CTAS) 0.2 $1.2M 4.6k 267.94
Chipotle Mexican Grill (CMG) 0.2 $1.2M 1.4k 840.03
Intuitive Surgical (ISRG) 0.2 $1.1M 2.1k 539.51
Dollar Tree (DLTR) 0.2 $1.1M 9.8k 114.10
QuinStreet (QNST) 0.2 $1.1M 87k 12.58
stock 0.2 $1.1M 9.6k 117.83
Paypal Holdings (PYPL) 0.2 $1.1M 11k 103.58
EXACT Sciences Corporation (EXAS) 0.2 $1.1M 12k 90.32
Union Pacific Corporation (UNP) 0.2 $990k 6.1k 161.84
Freeport-McMoRan Copper & Gold (FCX) 0.2 $1.0M 105k 9.57
Netflix (NFLX) 0.2 $987k 3.7k 267.41
Dollar General (DG) 0.2 $993k 6.3k 158.83
Xilinx 0.1 $903k 9.4k 95.82
Atlassian Corp Plc cl a 0.1 $956k 7.6k 125.43
Personalis Ord (PSNL) 0.1 $951k 65k 14.66
Illumina (ILMN) 0.1 $877k 2.9k 303.88
InfuSystem Holdings (INFU) 0.1 $617k 117k 5.28
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $553k 9.5k 58.21
Guidewire Software (GWRE) 0.0 $164k 1.6k 104.93
Veeva Sys Inc cl a (VEEV) 0.0 $161k 1.1k 152.17
Paycom Software (PAYC) 0.0 $157k 752.00 208.78
Zendesk 0.0 $126k 1.7k 72.37
Chewy Inc cl a (CHWY) 0.0 $122k 5.0k 24.40