Next Century Growth Investors

Next Century Growth Investors as of March 31, 2020

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 125 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
eHealth (EHTH) 3.9 $24M 170k 140.82
Palomar Hldgs (PLMR) 3.7 $23M 387k 58.16
Goosehead Ins (GSHD) 3.6 $22M 496k 44.63
Kinsale Cap Group (KNSL) 3.5 $22M 205k 104.53
TechTarget (TTGT) 2.5 $16M 753k 20.61
Orthopediatrics Corp. (KIDS) 2.5 $15M 389k 39.64
Caredx (CDNA) 2.5 $15M 700k 21.83
Silk Road Medical Inc Common (SILK) 2.3 $14M 456k 31.48
Tactile Systems Technology, In (TCMD) 2.3 $14M 353k 40.16
Sprout Social Cl A Ord (SPT) 2.3 $14M 885k 15.96
M/a (MTSI) 2.2 $14M 725k 18.93
Si-bone (SIBN) 2.1 $13M 1.1M 11.95
Aspen Group (ASPU) 2.0 $12M 1.6M 7.99
Tandem Diabetes Care (TNDM) 1.8 $11M 172k 64.35
NeoGenomics (NEO) 1.7 $11M 390k 27.61
Vericel (VCEL) 1.6 $10M 1.1M 9.17
Healthequity (HQY) 1.6 $9.9M 196k 50.59
Limoneira Company (LMNR) 1.6 $9.6M 734k 13.10
Kornit Digital (KRNT) 1.5 $9.2M 370k 24.89
Zynex (ZYXI) 1.5 $9.2M 831k 11.07
Trex Company (TREX) 1.5 $9.1M 114k 80.14
Model N (MODN) 1.5 $9.1M 408k 22.21
Quanta Services (PWR) 1.4 $8.9M 281k 31.73
Microsoft Corporation (MSFT) 1.3 $8.0M 51k 157.71
Sitime Corp (SITM) 1.3 $7.9M 365k 21.77
Monolithic Power Systems (MPWR) 1.2 $7.3M 43k 167.44
RBC Bearings Incorporated (RBC) 1.2 $7.3M 64k 112.79
Veracyte (VCYT) 1.1 $6.8M 281k 24.31
Old Dominion Freight Line (ODFL) 1.1 $6.8M 52k 131.25
STAAR Surgical Company (STAA) 1.1 $6.7M 209k 32.26
Joint (JYNT) 1.0 $6.2M 567k 10.85
Alphatec Holdings (ATEC) 1.0 $6.1M 1.8M 3.45
InfuSystem Holdings (INFU) 1.0 $6.0M 707k 8.49
Apple (AAPL) 0.9 $5.8M 23k 254.25
Amazon (AMZN) 0.9 $5.6M 2.9k 1949.46
Lgi Homes (LGIH) 0.8 $5.2M 114k 45.14
Nmi Hldgs Inc cl a (NMIH) 0.8 $4.9M 426k 11.61
Saia (SAIA) 0.8 $4.8M 65k 73.53
Aspen Aerogels (ASPN) 0.8 $4.7M 765k 6.14
Penumbra (PEN) 0.8 $4.7M 29k 161.32
Chegg (CHGG) 0.7 $4.6M 127k 35.78
MasterCard Incorporated (MA) 0.7 $4.5M 19k 241.53
Axonics Modulation Technolog (AXNX) 0.7 $4.4M 172k 25.41
Irhythm Technologies (IRTC) 0.7 $4.3M 53k 81.34
Repligen Corporation (RGEN) 0.7 $4.3M 44k 96.53
Paylocity Holding Corporation (PCTY) 0.7 $4.2M 48k 88.32
Fiverr Intl Ltd ord (FVRR) 0.7 $4.2M 165k 25.17
Everbridge, Inc. Cmn (EVBG) 0.7 $4.1M 39k 106.34
Exagen (XGN) 0.7 $4.0M 253k 15.94
NVIDIA Corporation (NVDA) 0.6 $4.0M 15k 263.59
Simulations Plus (SLP) 0.6 $4.0M 115k 34.91
Five9 (FIVN) 0.6 $3.9M 52k 76.44
Epam Systems (EPAM) 0.6 $3.8M 20k 185.62
Globant S A (GLOB) 0.6 $3.8M 43k 87.87
Proofpoint 0.6 $3.8M 37k 102.56
CoStar (CSGP) 0.6 $3.7M 6.3k 587.21
Switch Inc cl a 0.6 $3.6M 249k 14.43
Planet Fitness Inc-cl A (PLNT) 0.6 $3.6M 73k 48.69
Insulet Corporation (PODD) 0.6 $3.5M 21k 165.66
Boeing Company (BA) 0.6 $3.5M 23k 149.13
Advanced Micro Devices (AMD) 0.6 $3.5M 76k 45.47
Visa (V) 0.6 $3.5M 22k 161.08
Q2 Holdings (QTWO) 0.6 $3.5M 59k 59.05
Wingstop (WING) 0.6 $3.4M 43k 79.69
Freshpet (FRPT) 0.5 $3.3M 52k 63.87
Avalara 0.5 $3.3M 45k 74.58
Endava Plc ads (DAVA) 0.5 $3.2M 92k 35.16
Blackline (BL) 0.5 $3.2M 61k 52.59
Inspire Med Sys (INSP) 0.5 $2.9M 48k 60.27
Domo Cl B Ord (DOMO) 0.5 $2.9M 288k 9.94
Knight Swift Transn Hldgs (KNX) 0.5 $2.9M 87k 32.79
Progressive Corporation (PGR) 0.5 $2.8M 38k 73.83
Essent (ESNT) 0.4 $2.8M 105k 26.34
Quanterix Ord (QTRX) 0.4 $2.8M 150k 18.36
Costco Wholesale Corporation (COST) 0.4 $2.7M 9.4k 285.08
Castle Biosciences (CSTL) 0.4 $2.6M 88k 29.80
Alphabet Inc Class C cs (GOOG) 0.4 $2.5M 2.1k 1162.62
Cryoport Inc Com Par $0 001 (CYRX) 0.4 $2.4M 139k 17.07
United Rentals (URI) 0.4 $2.2M 22k 102.86
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $2.2M 9.2k 237.94
Sterling Construction Company (STRL) 0.4 $2.2M 228k 9.50
Facebook Inc cl a (META) 0.3 $2.1M 13k 166.74
IEC Electronics 0.3 $2.1M 358k 5.94
Alphabet Inc Class A cs (GOOGL) 0.3 $2.0M 1.7k 1161.88
Grid Dynamics Hldgs (GDYN) 0.3 $2.0M 253k 8.00
Hallmark Financial Services 0.3 $1.9M 462k 4.04
salesforce (CRM) 0.3 $1.8M 13k 143.95
Bristol Myers Squibb (BMY) 0.3 $1.8M 33k 55.72
Lululemon Athletica (LULU) 0.3 $1.8M 9.5k 189.50
Edwards Lifesciences (EW) 0.3 $1.8M 9.5k 188.58
Intuit (INTU) 0.3 $1.7M 7.5k 229.93
Caterpillar (CAT) 0.3 $1.7M 14k 115.98
Chart Industries (GTLS) 0.3 $1.6M 57k 28.97
Allied Motion Technologies (ALNT) 0.3 $1.6M 69k 23.69
Deere & Company (DE) 0.3 $1.6M 12k 138.14
Nlight (LASR) 0.3 $1.6M 150k 10.49
Progyny (PGNY) 0.3 $1.6M 74k 21.18
Bandwidth (BAND) 0.2 $1.5M 23k 67.25
Napco Security Systems (NSSC) 0.2 $1.5M 100k 15.17
Guardant Health (GH) 0.2 $1.5M 21k 69.58
Gilead Sciences (GILD) 0.2 $1.5M 20k 74.72
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $1.4M 31k 46.34
Freeport-McMoRan Copper & Gold (FCX) 0.2 $1.3M 198k 6.75
Vulcan Materials Company (VMC) 0.2 $1.3M 12k 108.00
stock 0.2 $1.3M 10k 126.22
Dex (DXCM) 0.2 $1.2M 4.3k 269.26
Walt Disney Company (DIS) 0.2 $1.1M 12k 96.57
Las Vegas Sands (LVS) 0.2 $1.1M 26k 42.47
Adobe Systems Incorporated (ADBE) 0.2 $1.1M 3.5k 318.12
Netflix (NFLX) 0.2 $1.1M 2.9k 375.38
Tree (TREE) 0.2 $1.0M 5.7k 183.29
Ringcentral (RNG) 0.2 $1.0M 4.8k 211.88
Atlassian Corp Plc cl a 0.2 $996k 7.3k 137.19
Bill Com Holdings Ord (BILL) 0.2 $996k 29k 34.18
Intuitive Surgical (ISRG) 0.2 $970k 2.0k 494.90
Servicenow (NOW) 0.1 $909k 3.2k 286.48
Chipotle Mexican Grill (CMG) 0.1 $902k 1.4k 654.10
Union Pacific Corporation (UNP) 0.1 $823k 5.8k 140.88
Luckin Coffee (LKNCY) 0.1 $809k 30k 27.16
Cintas Corporation (CTAS) 0.1 $760k 4.4k 173.04
Dollar General (DG) 0.1 $445k 3.0k 150.80
Marten Transport (MRTN) 0.1 $327k 16k 20.51
Paycom Software (PAYC) 0.0 $147k 728.00 201.92
Chewy Inc cl a (CHWY) 0.0 $120k 3.2k 37.35
Veeva Sys Inc cl a (VEEV) 0.0 $119k 765.00 155.56