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 |