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 |