Next Century Growth Investors

Next Century Growth Investors as of March 31, 2023

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 104 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Treace Med Concepts (TMCI) 4.3 $39M 1.5M 25.19
Transmedics Group (TMDX) 4.0 $36M 478k 75.73
Flywire Corporation (FLYW) 3.6 $33M 1.1M 29.36
Alphatec Holdings (ATEC) 3.6 $33M 2.1M 15.60
Verra Mobility Corp verra mobility corp (VRRM) 3.6 $32M 1.9M 16.92
Astronics Corporation (ATRO) 3.5 $31M 2.4M 13.36
Orthopediatrics Corp. (KIDS) 2.9 $27M 604k 44.29
Silk Road Medical Inc Common (SILK) 2.8 $26M 659k 39.13
Lgi Homes (LGIH) 2.8 $25M 223k 114.03
Vertex (VERX) 2.5 $23M 1.1M 20.69
Napco Security Systems (NSSC) 2.5 $23M 600k 37.58
Si-bone (SIBN) 2.5 $22M 1.1M 19.67
Axonics Modulation Technolog (AXNX) 2.2 $20M 366k 54.56
Sprout Social Cl A Ord (SPT) 2.1 $19M 317k 60.88
Kinsale Cap Group (KNSL) 2.1 $19M 63k 300.15
Lattice Semiconductor (LSCC) 2.0 $18M 191k 95.50
Quanta Services (PWR) 2.0 $18M 107k 166.64
Kura Sushi Usa Inc cl a (KRUS) 1.9 $18M 268k 65.84
Celsius Holdings (CELH) 1.8 $17M 180k 92.94
Rxsight (RXST) 1.6 $15M 877k 16.68
RBC Bearings Incorporated (RBC) 1.6 $14M 61k 232.73
Sun Ctry Airls Hldgs (SNCY) 1.4 $13M 639k 20.50
Freshpet (FRPT) 1.4 $13M 198k 66.19
Apple (AAPL) 1.4 $13M 79k 164.90
Planet Fitness Inc-cl A (PLNT) 1.3 $12M 158k 77.67
Grid Dynamics Hldgs (GDYN) 1.3 $11M 992k 11.46
Penumbra (PEN) 1.2 $11M 40k 278.69
Agilysys (AGYS) 1.2 $11M 135k 82.51
Lindblad Expeditions Hldgs I (LIND) 1.2 $11M 1.2M 9.56
M/a (MTSI) 1.2 $11M 151k 70.84
Saia (SAIA) 1.2 $11M 39k 272.08
Microsoft Corporation (MSFT) 1.2 $11M 37k 288.30
Outset Med (OM) 1.1 $10M 546k 18.40
Allied Motion Technologies (ALNT) 1.1 $9.9M 256k 38.65
Planet Labs Pbc Com Cl A (PL) 1.1 $9.8M 2.5M 3.93
Paylocity Holding Corporation (PCTY) 1.0 $9.2M 46k 198.78
Engagesmart 1.0 $9.0M 466k 19.25
Aehr Test Systems (AEHR) 1.0 $9.0M 289k 31.02
Aersale Corp (ASLE) 0.9 $8.5M 495k 17.22
Boot Barn Hldgs (BOOT) 0.9 $8.3M 109k 76.64
Tela Bio (TELA) 0.9 $8.3M 778k 10.64
Marten Transport (MRTN) 0.9 $8.1M 387k 20.95
Asure Software (ASUR) 0.8 $7.6M 521k 14.50
Inspire Med Sys (INSP) 0.8 $7.2M 31k 234.07
Shotspotter (SSTI) 0.7 $6.1M 156k 39.32
SPS Commerce (SPSC) 0.7 $5.9M 39k 152.30
Sitime Corp (SITM) 0.6 $5.7M 40k 142.23
Boeing Company (BA) 0.6 $5.6M 26k 212.43
Sprinklr (CXM) 0.6 $5.6M 431k 12.96
Advanced Micro Devices (AMD) 0.6 $5.2M 53k 98.01
Knight Swift Transn Hldgs (KNX) 0.5 $5.0M 88k 56.58
Symbotic (SYM) 0.5 $5.0M 217k 22.84
Ryan Specialty Group Hldgs I (RYAN) 0.5 $4.9M 121k 40.24
Novo Nordisk A/S (NVO) 0.5 $4.8M 30k 159.14
Visa (V) 0.5 $4.7M 21k 225.46
Progyny (PGNY) 0.5 $4.6M 143k 32.12
Tactile Systems Technology, In (TCMD) 0.5 $4.6M 278k 16.42
Avidxchange Holdings (AVDX) 0.4 $4.1M 521k 7.80
Alphabet Inc Class A cs (GOOGL) 0.4 $4.0M 39k 103.73
Paragon 28 (FNA) 0.4 $3.9M 231k 17.07
Freeport-McMoRan Copper & Gold (FCX) 0.4 $3.9M 95k 40.91
Bill Com Holdings Ord (BILL) 0.4 $3.7M 45k 81.14
MasterCard Incorporated (MA) 0.4 $3.5M 9.8k 363.41
Permian Resources Corp Class A (PR) 0.4 $3.5M 336k 10.50
Amazon (AMZN) 0.4 $3.5M 34k 103.29
CoStar (CSGP) 0.4 $3.4M 50k 68.85
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.1M 9.9k 315.07
Old Dominion Freight Line (ODFL) 0.3 $3.0M 8.8k 340.84
Deere & Company (DE) 0.3 $2.9M 6.9k 412.88
Nextier Oilfield Solutions 0.3 $2.8M 353k 7.95
UnitedHealth (UNH) 0.3 $2.8M 5.9k 472.59
Costco Wholesale Corporation (COST) 0.3 $2.7M 5.5k 496.87
Endava Plc ads (DAVA) 0.3 $2.7M 40k 67.18
Intapp (INTA) 0.3 $2.6M 59k 44.84
Workiva Inc equity us cm (WK) 0.3 $2.6M 25k 102.41
Eli Lilly & Co. (LLY) 0.3 $2.4M 7.1k 343.42
Dex (DXCM) 0.3 $2.4M 21k 116.18
Progressive Corporation (PGR) 0.2 $2.2M 16k 143.06
Hexcel Corporation (HXL) 0.2 $2.2M 32k 68.25
O'reilly Automotive (ORLY) 0.2 $2.1M 2.4k 848.98
TechTarget (TTGT) 0.2 $2.1M 57k 36.12
Globant S A (GLOB) 0.2 $2.0M 13k 164.01
Five9 (FIVN) 0.2 $2.0M 28k 72.29
Facebook Inc cl a (META) 0.2 $1.7M 7.9k 211.94
Delta Air Lines (DAL) 0.2 $1.6M 47k 34.92
Procept Biorobotics Corp (PRCT) 0.2 $1.6M 56k 28.40
Tesla Motors (TSLA) 0.2 $1.6M 7.5k 207.46
Monolithic Power Systems (MPWR) 0.2 $1.5M 3.1k 500.54
Diamondback Energy (FANG) 0.2 $1.4M 11k 135.17
salesforce (CRM) 0.2 $1.4M 7.1k 199.78
Paycom Software (PAYC) 0.1 $1.3M 4.2k 304.01
NVIDIA Corporation (NVDA) 0.1 $1.3M 4.5k 277.77
D.R. Horton (DHI) 0.1 $1.2M 12k 97.69
Servicenow (NOW) 0.1 $1.1M 2.4k 464.72
Solaredge Technologies (SEDG) 0.1 $1.1M 3.6k 303.95
United Rentals (URI) 0.1 $1.1M 2.7k 395.76
Chipotle Mexican Grill (CMG) 0.1 $1.1M 635.00 1708.29
Epam Systems (EPAM) 0.1 $1.1M 3.6k 299.00
Caterpillar (CAT) 0.1 $1.0M 4.5k 228.84
Bank of America Corporation (BAC) 0.1 $984k 34k 28.60
Bridgewater Bancshares (BWB) 0.1 $856k 79k 10.84
Intuit (INTU) 0.1 $595k 1.3k 445.83
Lululemon Athletica (LULU) 0.1 $563k 1.5k 364.19
Insulet Corporation (PODD) 0.0 $219k 685.00 318.96