Next Century Growth Investors as of Sept. 30, 2022
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 103 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Treace Med Concepts (TMCI) | 4.2 | $35M | 1.6M | 22.07 | |
| Transmedics Group (TMDX) | 4.1 | $34M | 804k | 41.74 | |
| Silk Road Medical Inc Common (SILK) | 4.0 | $33M | 733k | 45.00 | |
| STAAR Surgical Company (STAA) | 3.7 | $31M | 434k | 70.55 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 3.7 | $30M | 2.0M | 15.37 | |
| Xometry (XMTR) | 3.2 | $26M | 458k | 56.79 | |
| Orthopediatrics Corp. (KIDS) | 3.1 | $25M | 547k | 46.14 | |
| Grid Dynamics Hldgs (GDYN) | 2.9 | $24M | 1.3M | 18.73 | |
| Axonics Modulation Technolog (AXNX) | 2.9 | $24M | 336k | 70.44 | |
| Sprout Social Cl A Ord (SPT) | 2.9 | $24M | 390k | 60.68 | |
| Flywire Corporation (FLYW) | 2.8 | $23M | 1.0M | 22.96 | |
| Astronics Corporation (ATRO) | 2.2 | $18M | 2.3M | 7.86 | |
| Kinsale Cap Group (KNSL) | 2.1 | $17M | 67k | 255.41 | |
| Celsius Holdings (CELH) | 2.1 | $17M | 188k | 90.67 | |
| Silvergate Capital Cl A Ord (SICP) | 2.1 | $17M | 225k | 75.35 | |
| Alphatec Holdings (ATEC) | 2.0 | $17M | 1.9M | 8.74 | |
| RBC Bearings Incorporated (RBC) | 2.0 | $16M | 79k | 207.80 | |
| Si-bone (SIBN) | 1.8 | $15M | 850k | 17.46 | |
| Palomar Hldgs (PLMR) | 1.8 | $15M | 174k | 83.72 | |
| Sun Ctry Airls Hldgs (SNCY) | 1.7 | $14M | 1.0M | 13.61 | |
| Planet Labs Pbc Com Cl A (PL) | 1.6 | $13M | 2.5M | 5.43 | |
| Kura Sushi Usa Inc cl a (KRUS) | 1.6 | $13M | 179k | 73.58 | |
| Semrush Hldgs (SEMR) | 1.5 | $13M | 1.1M | 11.21 | |
| Chart Industries (GTLS) | 1.5 | $12M | 66k | 184.34 | |
| Quanta Services (PWR) | 1.5 | $12M | 95k | 127.39 | |
| Bridgewater Bancshares (BWB) | 1.4 | $12M | 696k | 16.47 | |
| Apple (AAPL) | 1.4 | $11M | 81k | 138.19 | |
| Avalara | 1.4 | $11M | 122k | 91.80 | |
| Paylocity Holding Corporation (PCTY) | 1.3 | $11M | 45k | 241.56 | |
| Outset Med (OM) | 1.3 | $11M | 677k | 15.93 | |
| Microsoft Corporation (MSFT) | 1.2 | $9.7M | 42k | 232.88 | |
| Lattice Semiconductor (LSCC) | 1.2 | $9.5M | 193k | 49.21 | |
| Healthequity (HQY) | 1.2 | $9.5M | 141k | 67.17 | |
| Lindblad Expeditions Hldgs I (LIND) | 1.1 | $8.9M | 1.3M | 6.76 | |
| Planet Fitness Inc-cl A (PLNT) | 1.1 | $8.9M | 155k | 57.66 | |
| Allied Motion Technologies (ALNT) | 1.0 | $8.5M | 297k | 28.62 | |
| Vertex (VERX) | 1.0 | $7.9M | 579k | 13.67 | |
| Vericel (VCEL) | 1.0 | $7.8M | 337k | 23.20 | |
| Credo Technology Group Holding (CRDO) | 0.9 | $7.7M | 699k | 11.00 | |
| Pulmonx Corp (LUNG) | 0.9 | $7.6M | 455k | 16.66 | |
| M/a (MTSI) | 0.8 | $6.6M | 128k | 51.79 | |
| Freshpet (FRPT) | 0.7 | $6.1M | 122k | 50.09 | |
| Tela Bio (TELA) | 0.7 | $6.0M | 701k | 8.52 | |
| TechTarget (TTGT) | 0.7 | $5.8M | 98k | 59.20 | |
| Inspire Med Sys (INSP) | 0.7 | $5.6M | 32k | 177.34 | |
| Enfusion Inc - Class A (ENFN) | 0.7 | $5.4M | 440k | 12.34 | |
| Shockwave Med (SWAV) | 0.7 | $5.4M | 20k | 278.06 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $5.2M | 54k | 95.64 | |
| Amazon (AMZN) | 0.6 | $5.1M | 45k | 112.99 | |
| Napco Security Systems (NSSC) | 0.5 | $4.3M | 148k | 29.08 | |
| Globant S A (GLOB) | 0.5 | $4.1M | 22k | 187.04 | |
| Saia (SAIA) | 0.5 | $4.0M | 21k | 189.98 | |
| Progyny (PGNY) | 0.5 | $3.9M | 105k | 37.06 | |
| European Wax Center Inc-a (EWCZ) | 0.5 | $3.8M | 207k | 18.45 | |
| Western Alliance Bancorporation (WAL) | 0.4 | $3.6M | 54k | 65.73 | |
| CoStar (CSGP) | 0.4 | $3.6M | 51k | 69.63 | |
| Babcock & Wilcox Enterpr (BW) | 0.4 | $3.2M | 505k | 6.38 | |
| Endava Plc ads (DAVA) | 0.4 | $3.2M | 39k | 80.61 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $3.1M | 115k | 27.32 | |
| Novo Nordisk A/S (NVO) | 0.4 | $3.1M | 32k | 99.63 | |
| UnitedHealth (UNH) | 0.4 | $3.1M | 6.1k | 505.02 | |
| Bank of America Corporation (BAC) | 0.4 | $3.0M | 98k | 30.20 | |
| Visa (V) | 0.4 | $2.9M | 17k | 177.63 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.4 | $2.9M | 118k | 24.35 | |
| Spirit AeroSystems Holdings (SPR) | 0.3 | $2.9M | 130k | 21.92 | |
| MasterCard Incorporated (MA) | 0.3 | $2.8M | 10k | 284.31 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.7M | 5.6k | 472.10 | |
| Tesla Motors (TSLA) | 0.3 | $2.6M | 9.9k | 265.21 | |
| Diamondback Energy (FANG) | 0.3 | $2.5M | 21k | 120.46 | |
| Boeing Company (BA) | 0.3 | $2.4M | 20k | 121.04 | |
| Delta Air Lines (DAL) | 0.3 | $2.4M | 84k | 28.06 | |
| Epam Systems (EPAM) | 0.3 | $2.3M | 6.4k | 362.12 | |
| Red Violet (RDVT) | 0.3 | $2.1M | 124k | 17.31 | |
| CryoLife (AORT) | 0.2 | $2.0M | 142k | 13.84 | |
| Abiomed | 0.2 | $1.9M | 7.9k | 245.54 | |
| Lululemon Athletica (LULU) | 0.2 | $1.9M | 6.9k | 279.50 | |
| Third Coast Bancshares (TCBX) | 0.2 | $1.9M | 111k | 17.11 | |
| Booking Holdings (BKNG) | 0.2 | $1.8M | 1.1k | 1642.98 | |
| Edwards Lifesciences (EW) | 0.2 | $1.8M | 22k | 82.59 | |
| Vicor Corporation (VICR) | 0.2 | $1.7M | 29k | 59.12 | |
| Deere & Company (DE) | 0.2 | $1.7M | 5.0k | 333.73 | |
| Align Technology (ALGN) | 0.2 | $1.7M | 8.0k | 207.09 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | 25k | 63.35 | |
| Apyx Medical Corporation (APYX) | 0.2 | $1.5M | 341k | 4.49 | |
| Paycom Software (PAYC) | 0.2 | $1.4M | 4.3k | 329.78 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $1.4M | 8.6k | 164.74 | |
| Seaspine Holdings | 0.2 | $1.4M | 239k | 5.68 | |
| Walt Disney Company (DIS) | 0.2 | $1.4M | 14k | 94.28 | |
| Old Dominion Freight Line (ODFL) | 0.2 | $1.2M | 5.0k | 248.64 | |
| Arteris (AIP) | 0.1 | $1.2M | 173k | 6.66 | |
| United Rentals (URI) | 0.1 | $1.1M | 4.2k | 269.98 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $976k | 650.00 | 1501.54 | |
| Servicenow (NOW) | 0.1 | $927k | 2.5k | 377.44 | |
| salesforce (CRM) | 0.1 | $920k | 6.4k | 143.71 | |
| Caterpillar (CAT) | 0.1 | $899k | 5.5k | 163.99 | |
| Intuit (INTU) | 0.1 | $840k | 2.2k | 386.92 | |
| Zscaler Incorporated (ZS) | 0.1 | $792k | 4.8k | 164.21 | |
| Snowflake Inc Cl A (SNOW) | 0.1 | $569k | 3.3k | 169.90 | |
| Monolithic Power Systems (MPWR) | 0.1 | $564k | 1.6k | 363.17 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $558k | 4.2k | 132.16 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $266k | 1.3k | 210.28 | |
| Insulet Corporation (PODD) | 0.0 | $157k | 685.00 | 229.20 | |
| Repligen Corporation (RGEN) | 0.0 | $113k | 605.00 | 186.78 |
