Next Century Growth Investors as of Sept. 30, 2023
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 109 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flywire Corporation (FLYW) | 4.0 | $37M | 1.2M | 31.89 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 4.0 | $37M | 2.0M | 18.70 | |
| Astronics Corporation (ATRO) | 3.8 | $35M | 2.2M | 15.86 | |
| Vertex (VERX) | 3.2 | $30M | 1.3M | 23.10 | |
| Si-bone (SIBN) | 3.2 | $29M | 1.4M | 21.24 | |
| Axonics Modulation Technolog (AXNX) | 3.1 | $29M | 514k | 56.12 | |
| Transmedics Group (TMDX) | 2.8 | $26M | 478k | 54.75 | |
| Alphatec Holdings (ATEC) | 2.7 | $25M | 1.9M | 12.97 | |
| Celsius Holdings (CELH) | 2.6 | $24M | 140k | 171.60 | |
| Quanta Services (PWR) | 2.6 | $24M | 127k | 187.07 | |
| Kinsale Cap Group (KNSL) | 2.5 | $23M | 57k | 414.13 | |
| Lgi Homes (LGIH) | 2.5 | $23M | 230k | 99.49 | |
| Rxsight (RXST) | 2.3 | $21M | 748k | 27.89 | |
| Sprout Social Cl A Ord (SPT) | 2.2 | $21M | 412k | 49.88 | |
| Orthopediatrics Corp. (KIDS) | 2.0 | $18M | 564k | 32.00 | |
| Saia (SAIA) | 1.8 | $17M | 42k | 398.65 | |
| RBC Bearings Incorporated (RBC) | 1.6 | $15M | 65k | 234.13 | |
| Kura Sushi Usa Inc cl a (KRUS) | 1.6 | $15M | 224k | 66.12 | |
| AeroVironment (AVAV) | 1.6 | $15M | 133k | 111.53 | |
| Silk Road Medical Inc Common (SILK) | 1.6 | $14M | 961k | 14.99 | |
| AtriCure (ATRC) | 1.5 | $14M | 314k | 43.80 | |
| Aehr Test Systems (AEHR) | 1.5 | $13M | 294k | 45.70 | |
| Freshpet (FRPT) | 1.5 | $13M | 204k | 65.88 | |
| Engagesmart | 1.5 | $13M | 745k | 17.99 | |
| M/a (MTSI) | 1.4 | $13M | 158k | 81.58 | |
| Penumbra (PEN) | 1.4 | $13M | 53k | 241.91 | |
| Microsoft Corporation (MSFT) | 1.4 | $13M | 40k | 315.75 | |
| Myr (MYRG) | 1.4 | $13M | 93k | 134.76 | |
| Apple (AAPL) | 1.3 | $12M | 72k | 171.21 | |
| Napco Security Systems (NSSC) | 1.3 | $12M | 548k | 22.25 | |
| Lattice Semiconductor (LSCC) | 1.3 | $12M | 138k | 85.93 | |
| Sprinklr (CXM) | 1.2 | $11M | 808k | 13.84 | |
| Inspire Med Sys (INSP) | 1.0 | $9.5M | 48k | 198.44 | |
| Aersale Corp (ASLE) | 1.0 | $9.4M | 629k | 14.94 | |
| Agilysys (AGYS) | 1.0 | $9.1M | 138k | 66.16 | |
| SPS Commerce (SPSC) | 1.0 | $9.1M | 53k | 170.61 | |
| Paylocity Holding Corporation (PCTY) | 1.0 | $9.0M | 50k | 181.70 | |
| Hexcel Corporation (HXL) | 1.0 | $8.9M | 137k | 65.14 | |
| Marten Transport (MRTN) | 0.9 | $8.5M | 430k | 19.71 | |
| Credo Technology Group Holding (CRDO) | 0.9 | $8.4M | 549k | 15.25 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $7.3M | 56k | 130.86 | |
| Treace Med Concepts (TMCI) | 0.7 | $6.7M | 513k | 13.11 | |
| Bill Com Holdings Ord (BILL) | 0.7 | $6.5M | 60k | 108.57 | |
| Q2 Holdings (QTWO) | 0.7 | $6.1M | 190k | 32.27 | |
| Arcbest (ARCB) | 0.7 | $6.1M | 60k | 101.65 | |
| Global E Online (GLBE) | 0.6 | $5.7M | 142k | 39.74 | |
| Tactile Systems Technology, In (TCMD) | 0.6 | $5.4M | 385k | 14.05 | |
| Appfolio (APPF) | 0.6 | $5.4M | 29k | 182.63 | |
| NVIDIA Corporation (NVDA) | 0.6 | $5.3M | 12k | 434.99 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.6 | $5.2M | 108k | 48.40 | |
| Progyny (PGNY) | 0.6 | $5.2M | 153k | 34.02 | |
| ExlService Holdings (EXLS) | 0.5 | $4.8M | 170k | 28.04 | |
| Sitime Corp (SITM) | 0.5 | $4.6M | 40k | 114.25 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $4.4M | 13k | 347.74 | |
| Boeing Company (BA) | 0.5 | $4.4M | 23k | 191.68 | |
| Amazon (AMZN) | 0.5 | $4.3M | 34k | 127.12 | |
| Procept Biorobotics Corp (PRCT) | 0.5 | $4.2M | 130k | 32.81 | |
| Five9 (FIVN) | 0.5 | $4.2M | 66k | 64.30 | |
| Eli Lilly & Co. (LLY) | 0.5 | $4.2M | 7.9k | 537.13 | |
| Workiva Inc equity us cm (WK) | 0.4 | $4.0M | 40k | 101.34 | |
| Knight Swift Transn Hldgs (KNX) | 0.4 | $4.0M | 80k | 50.15 | |
| Evolv Technologi (EVLV) | 0.4 | $4.0M | 815k | 4.86 | |
| Intapp (INTA) | 0.4 | $3.9M | 116k | 33.52 | |
| Allied Motion Technologies (ALNT) | 0.4 | $3.9M | 126k | 30.92 | |
| Facebook Inc cl a (META) | 0.4 | $3.8M | 13k | 300.21 | |
| Tela Bio (TELA) | 0.4 | $3.8M | 473k | 8.00 | |
| Vericel (VCEL) | 0.4 | $3.8M | 113k | 33.52 | |
| Paymentus Holdings (PAY) | 0.4 | $3.8M | 227k | 16.60 | |
| Innodata Isogen (INOD) | 0.4 | $3.7M | 430k | 8.53 | |
| Outset Med (OM) | 0.4 | $3.6M | 333k | 10.88 | |
| Old Dominion Freight Line (ODFL) | 0.4 | $3.6M | 8.8k | 409.14 | |
| MasterCard Incorporated (MA) | 0.4 | $3.6M | 9.0k | 395.91 | |
| O'reilly Automotive (ORLY) | 0.4 | $3.4M | 3.7k | 908.86 | |
| Visa (V) | 0.4 | $3.3M | 15k | 230.01 | |
| Grid Dynamics Hldgs (GDYN) | 0.3 | $3.2M | 263k | 12.18 | |
| Costco Wholesale Corporation (COST) | 0.3 | $3.1M | 5.5k | 564.96 | |
| UnitedHealth (UNH) | 0.3 | $3.0M | 5.9k | 504.19 | |
| Novo Nordisk A/S (NVO) | 0.3 | $2.9M | 32k | 90.94 | |
| Paragon 28 (FNA) | 0.3 | $2.9M | 231k | 12.55 | |
| NeoGenomics (NEO) | 0.3 | $2.8M | 229k | 12.30 | |
| Dex (DXCM) | 0.3 | $2.7M | 29k | 93.30 | |
| Advanced Micro Devices (AMD) | 0.3 | $2.7M | 26k | 102.82 | |
| CoStar (CSGP) | 0.3 | $2.6M | 34k | 76.89 | |
| Energy Recovery (ERII) | 0.3 | $2.6M | 125k | 21.21 | |
| Permian Resources Corp Class A (PR) | 0.3 | $2.5M | 183k | 13.96 | |
| Lifemd (LFMD) | 0.3 | $2.5M | 407k | 6.25 | |
| Patterson-UTI Energy (PTEN) | 0.3 | $2.4M | 173k | 13.84 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.2 | $2.1M | 24k | 90.50 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $2.1M | 56k | 37.29 | |
| Avidxchange Holdings (AVDX) | 0.2 | $1.9M | 204k | 9.48 | |
| Tesla Motors (TSLA) | 0.2 | $1.9M | 7.5k | 250.22 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | 3.5k | 509.90 | |
| TechTarget (TTGT) | 0.2 | $1.7M | 57k | 30.36 | |
| Monolithic Power Systems (MPWR) | 0.2 | $1.4M | 3.1k | 462.00 | |
| Servicenow (NOW) | 0.1 | $1.3M | 2.4k | 558.96 | |
| Lululemon Athletica (LULU) | 0.1 | $1.3M | 3.4k | 385.61 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.3M | 5.5k | 234.30 | |
| D.R. Horton (DHI) | 0.1 | $1.3M | 12k | 107.47 | |
| United Rentals (URI) | 0.1 | $1.2M | 2.7k | 444.57 | |
| Fiserv (FI) | 0.1 | $1.2M | 11k | 112.96 | |
| Workday Inc cl a (WDAY) | 0.1 | $1.2M | 5.4k | 214.85 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.1M | 3.8k | 292.29 | |
| Paycom Software (PAYC) | 0.1 | $1.1M | 4.2k | 259.27 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.0M | 552.00 | 1831.83 | |
| Progressive Corporation (PGR) | 0.1 | $636k | 4.6k | 139.30 | |
| Palo Alto Networks (PANW) | 0.1 | $627k | 2.7k | 234.44 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.0 | $297k | 41k | 7.20 | |
| Symbotic (SYM) | 0.0 | $176k | 5.3k | 33.43 | |
| Insulet Corporation (PODD) | 0.0 | $109k | 685.00 | 159.49 |
