Next Century Growth Investors as of Dec. 31, 2022
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 100 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transmedics Group (TMDX) | 4.6 | $39M | 627k | 61.72 | |
| Treace Med Concepts (TMCI) | 4.4 | $37M | 1.6M | 22.99 | |
| Silk Road Medical Inc Common (SILK) | 4.3 | $36M | 679k | 52.85 | |
| Alphatec Holdings (ATEC) | 3.4 | $29M | 2.3M | 12.35 | |
| Flywire Corporation (FLYW) | 3.3 | $28M | 1.1M | 24.47 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 3.2 | $27M | 1.9M | 13.83 | |
| Astronics Corporation (ATRO) | 2.9 | $24M | 2.4M | 10.30 | |
| Orthopediatrics Corp. (KIDS) | 2.7 | $22M | 559k | 39.73 | |
| Sprout Social Cl A Ord (SPT) | 2.6 | $22M | 388k | 56.46 | |
| Axonics Modulation Technolog (AXNX) | 2.6 | $21M | 343k | 62.53 | |
| Lgi Homes (LGIH) | 2.5 | $21M | 224k | 92.60 | |
| Celsius Holdings (CELH) | 2.3 | $19M | 183k | 104.04 | |
| RBC Bearings Incorporated (RBC) | 2.1 | $17M | 82k | 209.35 | |
| Kinsale Cap Group (KNSL) | 2.0 | $17M | 65k | 261.52 | |
| Sun Ctry Airls Hldgs (SNCY) | 2.0 | $16M | 1.0M | 15.86 | |
| Grid Dynamics Hldgs (GDYN) | 1.9 | $16M | 1.4M | 11.22 | |
| Napco Security Systems (NSSC) | 1.9 | $16M | 581k | 27.48 | |
| Quanta Services (PWR) | 1.9 | $16M | 109k | 142.50 | |
| Lattice Semiconductor (LSCC) | 1.8 | $15M | 237k | 64.88 | |
| Planet Fitness Inc-cl A (PLNT) | 1.5 | $13M | 161k | 78.80 | |
| Bridgewater Bancshares (BWB) | 1.5 | $13M | 704k | 17.74 | |
| Si-bone (SIBN) | 1.5 | $13M | 917k | 13.60 | |
| Outset Med (OM) | 1.5 | $12M | 480k | 25.82 | |
| Apple (AAPL) | 1.4 | $12M | 89k | 129.93 | |
| Vertex (VERX) | 1.3 | $11M | 774k | 14.51 | |
| Planet Labs Pbc Com Cl A (PL) | 1.3 | $11M | 2.5M | 4.35 | |
| Agilysys (AGYS) | 1.3 | $11M | 135k | 79.14 | |
| Lindblad Expeditions Hldgs I (LIND) | 1.3 | $11M | 1.4M | 7.70 | |
| Allied Motion Technologies (ALNT) | 1.3 | $11M | 301k | 34.81 | |
| Microsoft Corporation (MSFT) | 1.2 | $10M | 42k | 239.82 | |
| M/a (MTSI) | 1.2 | $9.7M | 154k | 62.98 | |
| Inspire Med Sys (INSP) | 1.1 | $9.5M | 38k | 251.88 | |
| Credo Technology Group Holding (CRDO) | 1.1 | $9.4M | 706k | 13.31 | |
| Paylocity Holding Corporation (PCTY) | 1.1 | $9.2M | 47k | 194.26 | |
| Freshpet (FRPT) | 1.1 | $9.1M | 172k | 52.77 | |
| Tela Bio (TELA) | 1.1 | $8.9M | 775k | 11.50 | |
| Kura Sushi Usa Inc cl a (KRUS) | 1.0 | $8.6M | 181k | 47.68 | |
| Penumbra (PEN) | 1.0 | $8.4M | 38k | 222.46 | |
| Saia (SAIA) | 1.0 | $8.4M | 40k | 209.68 | |
| Engagesmart | 1.0 | $8.3M | 469k | 17.60 | |
| Rxsight (RXST) | 1.0 | $8.2M | 648k | 12.67 | |
| Marten Transport (MRTN) | 0.9 | $7.6M | 386k | 19.78 | |
| Xometry (XMTR) | 0.9 | $7.2M | 223k | 32.23 | |
| Semrush Hldgs (SEMR) | 0.8 | $6.4M | 786k | 8.14 | |
| Knight Swift Transn Hldgs (KNX) | 0.7 | $5.8M | 110k | 52.41 | |
| Sitime Corp (SITM) | 0.7 | $5.7M | 56k | 101.62 | |
| Avidxchange Holdings (AVDX) | 0.6 | $5.1M | 518k | 9.94 | |
| Boeing Company (BA) | 0.6 | $5.1M | 27k | 190.49 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.6 | $5.1M | 124k | 41.51 | |
| Progyny (PGNY) | 0.5 | $4.6M | 146k | 31.15 | |
| Visa (V) | 0.5 | $4.5M | 22k | 207.76 | |
| Boot Barn Hldgs (BOOT) | 0.5 | $4.4M | 70k | 62.52 | |
| Shotspotter (SSTI) | 0.5 | $4.3M | 127k | 33.83 | |
| Novo Nordisk A/S (NVO) | 0.5 | $4.2M | 31k | 135.34 | |
| TechTarget (TTGT) | 0.5 | $4.1M | 93k | 44.06 | |
| Spirit AeroSystems Holdings (SPR) | 0.5 | $4.0M | 135k | 29.60 | |
| Amazon (AMZN) | 0.5 | $4.0M | 48k | 84.00 | |
| CoStar (CSGP) | 0.5 | $3.9M | 51k | 77.28 | |
| Globant S A (GLOB) | 0.5 | $3.8M | 23k | 168.16 | |
| Advanced Micro Devices (AMD) | 0.4 | $3.7M | 57k | 64.77 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $3.7M | 97k | 38.00 | |
| Sprinklr (CXM) | 0.4 | $3.5M | 434k | 8.17 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $3.5M | 40k | 88.23 | |
| MasterCard Incorporated (MA) | 0.4 | $3.5M | 10k | 347.73 | |
| Western Alliance Bancorporation (WAL) | 0.4 | $3.3M | 56k | 59.56 | |
| Nextier Oilfield Solutions | 0.4 | $3.3M | 362k | 9.24 | |
| Permian Resources Corp Class A (PR) | 0.4 | $3.2M | 344k | 9.40 | |
| UnitedHealth (UNH) | 0.4 | $3.2M | 6.1k | 530.18 | |
| Endava Plc ads (DAVA) | 0.4 | $3.1M | 41k | 76.50 | |
| United Rentals (URI) | 0.4 | $3.1M | 8.6k | 355.42 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.9M | 10k | 288.78 | |
| Bank of America Corporation (BAC) | 0.3 | $2.7M | 82k | 33.12 | |
| Deere & Company (DE) | 0.3 | $2.6M | 6.1k | 428.76 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.6M | 5.6k | 456.50 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $2.6M | 9.0k | 283.78 | |
| Workiva Inc equity us cm (WK) | 0.3 | $2.2M | 26k | 83.97 | |
| O'reilly Automotive (ORLY) | 0.3 | $2.1M | 2.5k | 844.03 | |
| Asure Software (ASUR) | 0.3 | $2.1M | 225k | 9.34 | |
| Progressive Corporation (PGR) | 0.2 | $2.1M | 16k | 129.71 | |
| Diamondback Energy (FANG) | 0.2 | $2.1M | 15k | 136.78 | |
| Delta Air Lines (DAL) | 0.2 | $2.0M | 61k | 32.86 | |
| Five9 (FIVN) | 0.2 | $1.9M | 29k | 67.86 | |
| Epam Systems (EPAM) | 0.2 | $1.8M | 5.6k | 327.74 | |
| Shockwave Med (SWAV) | 0.2 | $1.8M | 8.7k | 205.61 | |
| Vicor Corporation (VICR) | 0.2 | $1.6M | 30k | 53.75 | |
| Paycom Software (PAYC) | 0.2 | $1.3M | 4.3k | 310.31 | |
| Caterpillar (CAT) | 0.2 | $1.3M | 5.5k | 239.56 | |
| Tesla Motors (TSLA) | 0.1 | $1.2M | 9.9k | 123.18 | |
| D.R. Horton (DHI) | 0.1 | $1.1M | 12k | 89.14 | |
| Lululemon Athletica (LULU) | 0.1 | $1.0M | 3.2k | 320.38 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | 2.8k | 365.84 | |
| Servicenow (NOW) | 0.1 | $953k | 2.5k | 388.27 | |
| Dex (DXCM) | 0.1 | $951k | 8.4k | 113.24 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $902k | 650.00 | 1387.49 | |
| Intuit (INTU) | 0.1 | $845k | 2.2k | 389.22 | |
| Monolithic Power Systems (MPWR) | 0.1 | $549k | 1.6k | 353.61 | |
| salesforce (CRM) | 0.1 | $505k | 3.8k | 132.59 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $460k | 4.2k | 108.96 | |
| Insulet Corporation (PODD) | 0.0 | $202k | 685.00 | 294.39 | |
| Repligen Corporation (RGEN) | 0.0 | $102k | 605.00 | 169.31 |
