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 |