Next Century Growth Investors as of June 30, 2020
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 122 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Palomar Hldgs (PLMR) | 3.3 | $29M | 334k | 85.76 | |
Goosehead Ins (GSHD) | 3.2 | $28M | 377k | 75.16 | |
M/a (MTSI) | 2.8 | $25M | 719k | 34.35 | |
Caredx (CDNA) | 2.8 | $25M | 694k | 35.43 | |
Sprout Social Cl A Ord (SPT) | 2.7 | $24M | 880k | 27.00 | |
TechTarget (TTGT) | 2.5 | $22M | 745k | 30.03 | |
Silk Road Medical Inc Common (SILK) | 2.3 | $21M | 492k | 41.89 | |
Orthopediatrics Corp. (KIDS) | 2.3 | $20M | 462k | 43.76 | |
Si-bone (SIBN) | 2.0 | $18M | 1.1M | 15.94 | |
Sitime Corp (SITM) | 1.9 | $17M | 360k | 47.41 | |
Kinsale Cap Group (KNSL) | 1.9 | $17M | 109k | 155.20 | |
Vericel (VCEL) | 1.9 | $17M | 1.2M | 13.82 | |
Nmi Hldgs Inc cl a (NMIH) | 1.8 | $16M | 987k | 16.08 | |
Tandem Diabetes Care (TNDM) | 1.8 | $15M | 156k | 98.92 | |
Tactile Systems Technology, In (TCMD) | 1.6 | $15M | 350k | 41.43 | |
Aspen Group (ASPU) | 1.6 | $14M | 1.6M | 9.05 | |
Model N (MODN) | 1.6 | $14M | 402k | 34.76 | |
Zynex (ZYXI) | 1.6 | $14M | 550k | 24.87 | |
Kornit Digital (KRNT) | 1.5 | $14M | 253k | 53.38 | |
Chart Industries (GTLS) | 1.5 | $13M | 268k | 48.49 | |
STAAR Surgical Company (STAA) | 1.5 | $13M | 207k | 61.54 | |
Domo Cl B Ord (DOMO) | 1.4 | $13M | 393k | 32.17 | |
NeoGenomics (NEO) | 1.4 | $12M | 389k | 30.98 | |
Microsoft Corporation (MSFT) | 1.3 | $12M | 57k | 203.51 | |
Axonics Modulation Technolog (AXNX) | 1.3 | $12M | 332k | 35.11 | |
Healthequity (HQY) | 1.3 | $12M | 195k | 58.67 | |
Trex Company (TREX) | 1.3 | $11M | 87k | 130.07 | |
Quanta Services (PWR) | 1.2 | $11M | 279k | 39.23 | |
eHealth (EHTH) | 1.2 | $11M | 111k | 98.24 | |
Monolithic Power Systems (MPWR) | 1.2 | $10M | 43k | 237.00 | |
Saia (SAIA) | 1.2 | $10M | 91k | 111.18 | |
Amazon (AMZN) | 1.1 | $10M | 3.6k | 2758.61 | |
Lgi Homes (LGIH) | 1.1 | $10M | 114k | 88.02 | |
Joint (JYNT) | 1.1 | $9.8M | 639k | 15.27 | |
Shockwave Med (SWAV) | 1.1 | $9.6M | 202k | 47.37 | |
Fiverr Intl Ltd ord (FVRR) | 1.1 | $9.6M | 130k | 73.82 | |
Apple (AAPL) | 1.0 | $9.2M | 25k | 364.79 | |
Lattice Semiconductor (LSCC) | 1.0 | $8.8M | 309k | 28.39 | |
Essent (ESNT) | 1.0 | $8.6M | 237k | 36.27 | |
Chegg (CHGG) | 1.0 | $8.5M | 127k | 67.25 | |
InfuSystem Holdings (INFU) | 1.0 | $8.4M | 728k | 11.54 | |
Castle Biosciences (CSTL) | 0.9 | $8.1M | 214k | 37.69 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.9 | $8.0M | 82k | 97.64 | |
Knight Swift Transn Hldgs (KNX) | 0.9 | $7.6M | 183k | 41.71 | |
RBC Bearings Incorporated (RBC) | 0.9 | $7.5M | 56k | 134.03 | |
Allied Motion Technologies (ALNT) | 0.9 | $7.5M | 213k | 35.30 | |
Veracyte (VCYT) | 0.8 | $7.2M | 279k | 25.90 | |
Penumbra (PEN) | 0.8 | $7.1M | 40k | 178.80 | |
Grid Dynamics Hldgs (GDYN) | 0.8 | $6.9M | 993k | 6.90 | |
Vicor Corporation (VICR) | 0.7 | $6.5M | 90k | 71.94 | |
Globant S A (GLOB) | 0.7 | $6.4M | 43k | 149.84 | |
Irhythm Technologies (IRTC) | 0.7 | $6.1M | 53k | 115.88 | |
NVIDIA Corporation (NVDA) | 0.7 | $5.8M | 15k | 379.89 | |
Inari Medical Ord (NARI) | 0.6 | $5.3M | 109k | 48.44 | |
Epam Systems (EPAM) | 0.6 | $5.1M | 20k | 252.00 | |
Avalara | 0.6 | $5.0M | 38k | 133.09 | |
Aspen Aerogels (ASPN) | 0.6 | $5.0M | 754k | 6.58 | |
Simulations Plus (SLP) | 0.5 | $4.7M | 79k | 59.82 | |
Cerence (CRNC) | 0.5 | $4.7M | 115k | 40.84 | |
Azek (AZEK) | 0.5 | $4.4M | 139k | 31.85 | |
Switch Inc cl a | 0.5 | $4.4M | 248k | 17.82 | |
Endava Plc ads (DAVA) | 0.5 | $4.4M | 91k | 48.30 | |
Paylocity Holding Corporation (PCTY) | 0.5 | $4.4M | 30k | 145.89 | |
MasterCard Incorporated (MA) | 0.5 | $4.4M | 15k | 295.65 | |
Freshpet (FRPT) | 0.5 | $4.4M | 52k | 83.65 | |
Five9 (FIVN) | 0.5 | $4.3M | 39k | 110.67 | |
Wingstop (WING) | 0.5 | $4.2M | 30k | 138.95 | |
Inspire Med Sys (INSP) | 0.5 | $4.2M | 48k | 87.01 | |
Cryoport Inc Com Par $0 001 (CYRX) | 0.5 | $4.1M | 137k | 30.24 | |
Insulet Corporation (PODD) | 0.5 | $4.1M | 21k | 194.25 | |
Proofpoint | 0.5 | $4.1M | 37k | 111.10 | |
Quanterix Ord (QTRX) | 0.5 | $4.1M | 148k | 27.39 | |
Celsius Holdings (CELH) | 0.5 | $4.0M | 341k | 11.77 | |
Everbridge, Inc. Cmn (EVBG) | 0.5 | $4.0M | 29k | 138.35 | |
Q2 Holdings (QTWO) | 0.4 | $3.8M | 44k | 85.78 | |
Repligen Corporation (RGEN) | 0.4 | $3.7M | 30k | 123.58 | |
Health Catalyst (HCAT) | 0.4 | $3.7M | 127k | 29.17 | |
IEC Electronics | 0.4 | $3.6M | 379k | 9.63 | |
Visa (V) | 0.4 | $3.6M | 19k | 193.12 | |
Marten Transport (MRTN) | 0.4 | $3.6M | 143k | 25.16 | |
Verra Mobility Corp verra mobility corp (VRRM) | 0.4 | $3.6M | 350k | 10.28 | |
Cintas Corporation (CTAS) | 0.4 | $3.5M | 13k | 266.32 | |
CoStar (CSGP) | 0.4 | $3.2M | 4.6k | 710.46 | |
Planet Fitness Inc-cl A (PLNT) | 0.4 | $3.2M | 53k | 60.57 | |
Advanced Micro Devices (AMD) | 0.3 | $3.0M | 58k | 52.61 | |
Progressive Corporation (PGR) | 0.3 | $3.0M | 38k | 80.09 | |
Lululemon Athletica (LULU) | 0.3 | $3.0M | 9.5k | 311.92 | |
Facebook Inc cl a (META) | 0.3 | $2.9M | 13k | 227.04 | |
Costco Wholesale Corporation (COST) | 0.3 | $2.8M | 9.4k | 303.19 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $2.8M | 242k | 11.57 | |
Square Inc cl a (SQ) | 0.3 | $2.7M | 26k | 104.92 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.7M | 9.2k | 290.30 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.5M | 1.7k | 1417.91 | |
salesforce (CRM) | 0.3 | $2.4M | 13k | 187.28 | |
Boeing Company (BA) | 0.3 | $2.3M | 13k | 183.28 | |
Blackline (BL) | 0.3 | $2.2M | 27k | 82.90 | |
Intuit (INTU) | 0.3 | $2.2M | 7.5k | 296.08 | |
Ecolab (ECL) | 0.2 | $2.1M | 11k | 198.87 | |
Progyny (PGNY) | 0.2 | $2.1M | 81k | 25.80 | |
Old Dominion Freight Line (ODFL) | 0.2 | $2.0M | 12k | 169.54 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $2.0M | 1.4k | 1412.97 | |
stock | 0.2 | $2.0M | 10k | 198.62 | |
Edwards Lifesciences (EW) | 0.2 | $2.0M | 29k | 69.08 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.9M | 33k | 58.77 | |
Dex (DXCM) | 0.2 | $1.8M | 4.3k | 405.27 | |
Guardant Health (GH) | 0.2 | $1.7M | 21k | 81.12 | |
Selectquote Ord (SLQT) | 0.2 | $1.7M | 68k | 25.32 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | 3.5k | 435.26 | |
Chipotle Mexican Grill (CMG) | 0.2 | $1.5M | 1.4k | 1052.21 | |
Ringcentral (RNG) | 0.2 | $1.4M | 4.8k | 285.00 | |
Atlassian Corp Plc cl a | 0.1 | $1.3M | 7.3k | 180.17 | |
Walt Disney Company (DIS) | 0.1 | $1.3M | 12k | 111.49 | |
Servicenow (NOW) | 0.1 | $1.3M | 3.2k | 404.98 | |
Veeva Sys Inc cl a (VEEV) | 0.1 | $1.3M | 5.5k | 234.36 | |
United Rentals (URI) | 0.1 | $1.2M | 7.9k | 149.01 | |
Deere & Company (DE) | 0.1 | $1.2M | 7.4k | 157.07 | |
Las Vegas Sands (LVS) | 0.1 | $1.1M | 25k | 45.53 | |
Draftkings Inc Com Cl A | 0.1 | $1.1M | 34k | 33.24 | |
Intuitive Surgical (ISRG) | 0.1 | $1.1M | 2.0k | 569.39 | |
Caterpillar (CAT) | 0.1 | $1.1M | 8.8k | 126.46 | |
Netflix (NFLX) | 0.1 | $1.0M | 2.2k | 454.79 | |
Paycom Software (PAYC) | 0.0 | $132k | 429.00 | 307.69 |