Next Century Growth Investors as of Dec. 31, 2020
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 128 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TechTarget (TTGT) | 3.6 | $42M | 717k | 59.11 | |
| Vericel (VCEL) | 3.6 | $42M | 1.4M | 30.88 | |
| Caredx (CDNA) | 3.4 | $41M | 562k | 72.45 | |
| Si-bone (SIBN) | 2.6 | $31M | 1.0M | 29.90 | |
| M/a (MTSI) | 2.6 | $31M | 557k | 55.04 | |
| Celsius Holdings (CELH) | 2.6 | $30M | 604k | 50.31 | |
| Nmi Hldgs Inc cl a (NMIH) | 2.3 | $28M | 1.2M | 22.65 | |
| Sprout Social Cl A Ord (SPT) | 2.1 | $25M | 550k | 45.41 | |
| Alphatec Holdings (ATEC) | 2.1 | $25M | 1.7M | 14.52 | |
| Orthopediatrics Corp. (KIDS) | 2.0 | $24M | 583k | 41.25 | |
| Castle Biosciences (CSTL) | 2.0 | $24M | 351k | 67.15 | |
| Domo Cl B Ord (DOMO) | 2.0 | $23M | 365k | 63.77 | |
| Veracyte (VCYT) | 1.8 | $22M | 444k | 48.94 | |
| Sitime Corp (SITM) | 1.8 | $21M | 186k | 111.93 | |
| STAAR Surgical Company (STAA) | 1.7 | $20M | 250k | 79.22 | |
| Silk Road Medical Inc Common (SILK) | 1.7 | $20M | 314k | 62.98 | |
| InfuSystem Holdings (INFU) | 1.5 | $18M | 963k | 18.78 | |
| Joint (JYNT) | 1.5 | $18M | 677k | 26.26 | |
| Kornit Digital (KRNT) | 1.5 | $17M | 195k | 89.13 | |
| Grid Dynamics Hldgs (GDYN) | 1.5 | $17M | 1.4M | 12.60 | |
| Saia (SAIA) | 1.5 | $17M | 95k | 180.80 | |
| Aspen Group (ASPU) | 1.4 | $17M | 1.5M | 11.13 | |
| Kinsale Cap Group (KNSL) | 1.4 | $16M | 82k | 200.12 | |
| RBC Bearings Incorporated (RBC) | 1.3 | $16M | 89k | 179.03 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 1.3 | $16M | 1.2M | 13.42 | |
| Healthequity (HQY) | 1.3 | $16M | 225k | 69.71 | |
| Cerence (CRNC) | 1.2 | $15M | 147k | 100.47 | |
| NeoGenomics (NEO) | 1.2 | $15M | 270k | 53.84 | |
| Chart Industries (GTLS) | 1.2 | $15M | 123k | 117.79 | |
| Trex Company (TREX) | 1.0 | $12M | 147k | 83.72 | |
| Allied Motion Technologies (ALNT) | 1.0 | $12M | 229k | 51.10 | |
| Aspen Aerogels (ASPN) | 1.0 | $12M | 686k | 16.69 | |
| Shockwave Med (SWAV) | 1.0 | $11M | 109k | 103.72 | |
| Apple (AAPL) | 1.0 | $11M | 85k | 132.68 | |
| Monolithic Power Systems (MPWR) | 0.9 | $11M | 29k | 366.20 | |
| Lattice Semiconductor (LSCC) | 0.9 | $11M | 232k | 45.82 | |
| Goosehead Ins (GSHD) | 0.9 | $11M | 85k | 124.75 | |
| Planet Fitness Inc-cl A (PLNT) | 0.9 | $11M | 136k | 77.63 | |
| Quanta Services (PWR) | 0.9 | $10M | 143k | 72.02 | |
| Lgi Homes (LGIH) | 0.9 | $10M | 96k | 105.85 | |
| Silvergate Capital Cl A Ord (SICP) | 0.8 | $10M | 136k | 74.31 | |
| Tandem Diabetes Care (TNDM) | 0.8 | $9.8M | 103k | 95.68 | |
| Essent (ESNT) | 0.8 | $9.6M | 223k | 43.20 | |
| Microsoft Corporation (MSFT) | 0.8 | $9.6M | 43k | 222.41 | |
| Chegg (CHGG) | 0.8 | $9.4M | 104k | 90.33 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.8 | $9.4M | 547k | 17.12 | |
| Amazon (AMZN) | 0.8 | $9.3M | 2.9k | 3256.62 | |
| Accolade (ACCD) | 0.8 | $9.2M | 212k | 43.50 | |
| Irhythm Technologies (IRTC) | 0.7 | $8.6M | 36k | 237.20 | |
| Azek (AZEK) | 0.7 | $8.6M | 224k | 38.45 | |
| Biolife Solutions (BLFS) | 0.7 | $8.3M | 209k | 39.89 | |
| Telos Corp Md (TLS) | 0.6 | $7.7M | 234k | 32.98 | |
| IEC Electronics | 0.6 | $7.5M | 555k | 13.55 | |
| Health Catalyst (HCAT) | 0.6 | $7.2M | 166k | 43.53 | |
| Optimizerx Ord (OPRX) | 0.6 | $7.0M | 224k | 31.16 | |
| Nlight (LASR) | 0.6 | $6.9M | 211k | 32.65 | |
| Knight Swift Transn Hldgs (KNX) | 0.6 | $6.9M | 164k | 41.82 | |
| Marten Transport (MRTN) | 0.6 | $6.8M | 398k | 17.23 | |
| Oak Street Health | 0.5 | $6.5M | 107k | 61.16 | |
| Endava Plc ads (DAVA) | 0.5 | $6.4M | 83k | 76.75 | |
| Tactile Systems Technology, In (TCMD) | 0.5 | $6.4M | 142k | 44.94 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $6.3M | 243k | 26.02 | |
| Progyny (PGNY) | 0.5 | $6.3M | 149k | 42.39 | |
| Globant S A (GLOB) | 0.5 | $6.2M | 29k | 217.60 | |
| Inari Medical Ord (NARI) | 0.5 | $6.0M | 69k | 87.28 | |
| CryoLife (AORT) | 0.5 | $6.0M | 253k | 23.61 | |
| Trean Ins Group | 0.5 | $5.8M | 445k | 13.10 | |
| Freshpet (FRPT) | 0.5 | $5.8M | 41k | 141.98 | |
| Vicor Corporation (VICR) | 0.5 | $5.8M | 63k | 92.21 | |
| Q2 Holdings (QTWO) | 0.5 | $5.8M | 46k | 126.51 | |
| Allegro Microsystems Ord (ALGM) | 0.5 | $5.6M | 212k | 26.66 | |
| Blackline (BL) | 0.5 | $5.6M | 42k | 133.37 | |
| Western Alliance Bancorporation (WAL) | 0.5 | $5.6M | 94k | 59.94 | |
| Penumbra (PEN) | 0.5 | $5.5M | 31k | 175.00 | |
| Five9 (FIVN) | 0.5 | $5.5M | 31k | 174.39 | |
| Shake Shack Inc cl a (SHAK) | 0.5 | $5.4M | 64k | 84.78 | |
| Proto Labs (PRLB) | 0.4 | $5.3M | 35k | 153.37 | |
| LivePerson (LPSN) | 0.4 | $5.3M | 85k | 62.22 | |
| Repligen Corporation (RGEN) | 0.4 | $5.2M | 27k | 191.61 | |
| Model N (MODN) | 0.4 | $5.1M | 144k | 35.68 | |
| Simulations Plus (SLP) | 0.4 | $5.1M | 72k | 71.92 | |
| Paylocity Holding Corporation (PCTY) | 0.4 | $5.1M | 25k | 205.90 | |
| Carparts.com (PRTS) | 0.4 | $5.0M | 407k | 12.39 | |
| Quanterix Ord (QTRX) | 0.4 | $4.7M | 102k | 46.50 | |
| Boeing Company (BA) | 0.4 | $4.6M | 22k | 214.02 | |
| Advanced Micro Devices (AMD) | 0.4 | $4.5M | 49k | 91.70 | |
| MasterCard Incorporated (MA) | 0.4 | $4.4M | 13k | 356.90 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.3 | $4.0M | 92k | 43.87 | |
| Everbridge, Inc. Cmn (EVBG) | 0.3 | $4.0M | 27k | 149.05 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.8M | 2.2k | 1752.51 | |
| Inspire Med Sys (INSP) | 0.3 | $3.7M | 20k | 188.07 | |
| Pulmonx Corp (LUNG) | 0.3 | $3.7M | 54k | 69.00 | |
| Deere & Company (DE) | 0.3 | $3.7M | 14k | 269.04 | |
| NVIDIA Corporation (NVDA) | 0.3 | $3.6M | 6.9k | 522.13 | |
| CoStar (CSGP) | 0.3 | $3.5M | 3.8k | 924.03 | |
| Visa (V) | 0.3 | $3.5M | 16k | 218.70 | |
| Soc Telemed | 0.3 | $3.3M | 420k | 7.84 | |
| Edwards Lifesciences (EW) | 0.3 | $3.3M | 36k | 91.22 | |
| Facebook Inc cl a (META) | 0.3 | $3.2M | 12k | 273.14 | |
| Avalara | 0.3 | $3.1M | 19k | 164.86 | |
| Draftkings Inc Com Cl A | 0.3 | $3.0M | 65k | 46.55 | |
| Costco Wholesale Corporation (COST) | 0.3 | $3.0M | 7.9k | 376.69 | |
| Walt Disney Company (DIS) | 0.2 | $2.8M | 16k | 181.13 | |
| Lululemon Athletica (LULU) | 0.2 | $2.8M | 8.1k | 347.95 | |
| Ringcentral (RNG) | 0.2 | $2.7M | 7.1k | 378.95 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $2.4M | 1.8k | 1386.58 | |
| salesforce (CRM) | 0.2 | $2.4M | 11k | 222.47 | |
| United Rentals (URI) | 0.2 | $2.0M | 8.8k | 231.87 | |
| Old Dominion Freight Line (ODFL) | 0.2 | $2.0M | 10k | 195.11 | |
| Caterpillar (CAT) | 0.2 | $2.0M | 11k | 182.01 | |
| Intuit (INTU) | 0.2 | $1.9M | 4.9k | 379.77 | |
| Square Inc cl a (SQ) | 0.2 | $1.8M | 8.4k | 217.55 | |
| CSX Corporation (CSX) | 0.2 | $1.8M | 20k | 90.73 | |
| Epam Systems (EPAM) | 0.1 | $1.6M | 4.4k | 358.29 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 3.0k | 500.00 | |
| Servicenow (NOW) | 0.1 | $1.5M | 2.7k | 550.34 | |
| Atlassian Corp Plc cl a | 0.1 | $1.4M | 6.2k | 233.75 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.4M | 1.7k | 818.02 | |
| Cintas Corporation (CTAS) | 0.1 | $1.3M | 3.6k | 353.25 | |
| Booking Holdings (BKNG) | 0.1 | $1.3M | 578.00 | 2226.64 | |
| Shopify Inc cl a (SHOP) | 0.1 | $1.3M | 1.1k | 1131.41 | |
| Dex (DXCM) | 0.1 | $1.1M | 3.0k | 369.59 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $1.1M | 4.1k | 272.10 | |
| Netflix (NFLX) | 0.1 | $1000k | 1.9k | 540.54 | |
| Bioanalytical Systems | 0.0 | $534k | 44k | 12.29 | |
| Insulet Corporation (PODD) | 0.0 | $173k | 677.00 | 255.54 | |
| Paycom Software (PAYC) | 0.0 | $164k | 363.00 | 451.79 | |
| 908 Devices (MASS) | 0.0 | $56k | 1.0k | 56.00 |
