Next Century Growth Investors

Next Century Growth Investors as of Dec. 31, 2023

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 116 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Verra Mobility Corp verra mobility corp (VRRM) 4.0 $41M 1.8M 23.03
Astronics Corporation (ATRO) 3.8 $39M 2.2M 17.42
Transmedics Group (TMDX) 3.6 $37M 463k 78.93
Lgi Homes (LGIH) 3.5 $36M 266k 133.16
Vertex (VERX) 3.4 $35M 1.3M 26.94
Sprout Social Cl A Ord (SPT) 3.0 $30M 495k 61.44
Alphatec Holdings (ATEC) 2.9 $30M 2.0M 15.11
Si-bone (SIBN) 2.9 $29M 1.4M 20.99
Axonics Modulation Technolog (AXNX) 2.8 $29M 465k 62.23
Flywire Corporation (FLYW) 2.7 $28M 1.2M 23.15
Rxsight (RXST) 2.6 $27M 657k 40.32
Napco Security Systems (NSSC) 2.4 $25M 724k 34.25
Q2 Holdings (QTWO) 2.1 $22M 509k 43.41
AeroVironment (AVAV) 2.1 $21M 169k 126.04
Kinsale Cap Group (KNSL) 2.0 $21M 61k 334.91
Saia (SAIA) 1.8 $19M 43k 438.22
Celsius Holdings (CELH) 1.8 $18M 330k 54.52
M/a (MTSI) 1.6 $16M 173k 92.95
Microsoft Corporation (MSFT) 1.6 $16M 43k 376.04
Kura Sushi Usa Inc cl a (KRUS) 1.5 $16M 209k 76.00
Myr (MYRG) 1.5 $15M 106k 144.63
Orthopediatrics Corp. (KIDS) 1.5 $15M 469k 32.51
Freshpet (FRPT) 1.5 $15M 172k 86.76
Hexcel Corporation (HXL) 1.4 $15M 201k 73.75
Agilysys (AGYS) 1.4 $14M 169k 84.82
Tandem Diabetes Care (TNDM) 1.3 $14M 462k 29.58
SPS Commerce (SPSC) 1.2 $13M 66k 193.84
Apple (AAPL) 1.2 $12M 63k 192.53
Credo Technology Group Holding (CRDO) 1.1 $11M 561k 19.47
Lattice Semiconductor (LSCC) 1.0 $11M 153k 68.99
RBC Bearings Incorporated (RBC) 1.0 $11M 37k 284.89
Alphabet Inc Class A cs (GOOGL) 1.0 $10M 73k 139.69
Arcbest (ARCB) 0.9 $9.1M 76k 120.21
Marten Transport (MRTN) 0.9 $9.1M 432k 20.98
Aersale Corp (ASLE) 0.9 $8.8M 696k 12.70
Amazon (AMZN) 0.8 $8.6M 57k 151.94
Five9 (FIVN) 0.8 $7.9M 101k 78.69
Progyny (PGNY) 0.7 $7.4M 200k 37.18
Vericel (VCEL) 0.7 $7.4M 208k 35.61
ExlService Holdings (EXLS) 0.7 $7.3M 238k 30.85
Quanta Services (PWR) 0.7 $7.1M 33k 215.80
Innodata Isogen (INOD) 0.7 $6.8M 839k 8.14
NVIDIA Corporation (NVDA) 0.6 $6.6M 13k 495.22
Inspire Med Sys (INSP) 0.6 $6.4M 31k 203.43
Boeing Company (BA) 0.6 $6.1M 24k 260.66
Paymentus Holdings (PAY) 0.6 $6.0M 337k 17.87
Penumbra (PEN) 0.6 $6.0M 24k 251.54
Appfolio (APPF) 0.6 $5.9M 34k 173.24
Global E Online (GLBE) 0.6 $5.9M 148k 39.63
Facebook Inc cl a (META) 0.6 $5.7M 16k 353.96
Century Communities (CCS) 0.5 $5.5M 60k 91.14
NeoGenomics (NEO) 0.5 $5.3M 327k 16.18
Intapp (INTA) 0.5 $5.2M 137k 38.02
Servicenow (NOW) 0.5 $5.1M 7.3k 706.49
Guidewire Software (GWRE) 0.5 $5.1M 47k 109.04
Natera (NTRA) 0.5 $5.1M 81k 62.64
Medpace Hldgs (MEDP) 0.5 $4.9M 16k 306.53
Ryan Specialty Group Hldgs I (RYAN) 0.5 $4.8M 112k 43.02
Knight Swift Transn Hldgs (KNX) 0.5 $4.8M 84k 57.65
Tactile Systems Technology, In (TCMD) 0.5 $4.7M 332k 14.30
Workiva Inc equity us cm (WK) 0.5 $4.7M 46k 101.53
Castle Biosciences (CSTL) 0.4 $4.6M 214k 21.58
Treace Med Concepts (TMCI) 0.4 $4.6M 361k 12.75
Eli Lilly & Co. (LLY) 0.4 $4.6M 7.9k 582.92
Paylocity Holding Corporation (PCTY) 0.4 $4.5M 27k 164.85
Aehr Test Systems (AEHR) 0.4 $4.5M 169k 26.53
Alkami Technology (ALKT) 0.4 $4.4M 182k 24.25
Clearw.a.hld. (CWAN) 0.4 $4.4M 217k 20.03
Semrush Hldgs (SEMR) 0.4 $4.3M 313k 13.66
First Watch Restaurant Groupco (FWRG) 0.4 $4.2M 210k 20.10
Advanced Micro Devices (AMD) 0.4 $4.1M 28k 147.41
UnitedHealth (UNH) 0.4 $4.1M 7.9k 526.47
Visa (V) 0.4 $4.1M 16k 260.35
Dex (DXCM) 0.4 $4.0M 33k 124.09
Costco Wholesale Corporation (COST) 0.4 $4.0M 6.0k 660.08
Old Dominion Freight Line (ODFL) 0.4 $3.9M 9.6k 405.33
Braze (BRZE) 0.4 $3.9M 73k 53.13
MasterCard Incorporated (MA) 0.4 $3.7M 8.8k 426.51
Docebo (DCBO) 0.4 $3.7M 76k 48.38
Enfusion Inc - Class A (ENFN) 0.4 $3.6M 372k 9.70
Grid Dynamics Hldgs (GDYN) 0.3 $3.5M 264k 13.33
Lifemd (LFMD) 0.3 $3.4M 409k 8.29
Acva (ACVA) 0.3 $3.1M 206k 15.15
Goldman Sachs (GS) 0.3 $3.1M 7.9k 385.77
Palo Alto Networks (PANW) 0.3 $3.1M 10k 294.88
Crowdstrike Hldgs Inc cl a (CRWD) 0.3 $3.0M 12k 255.32
Novo Nordisk A/S (NVO) 0.3 $3.0M 29k 103.45
Adobe Systems Incorporated (ADBE) 0.3 $3.0M 5.0k 596.60
Endava Plc ads (DAVA) 0.3 $2.8M 36k 77.85
Floor & Decor Hldgs Inc cl a (FND) 0.3 $2.7M 25k 111.56
Procept Biorobotics Corp (PRCT) 0.3 $2.6M 63k 41.91
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.5M 6.2k 406.89
Permian Resources Corp Class A (PR) 0.2 $2.5M 182k 13.60
Sitime Corp (SITM) 0.2 $2.2M 18k 122.08
Progressive Corporation (PGR) 0.2 $2.2M 14k 159.28
Augmedix (AUGX) 0.2 $2.1M 361k 5.85
Monolithic Power Systems (MPWR) 0.2 $2.1M 3.3k 630.78
PDF Solutions (PDFS) 0.2 $2.1M 65k 32.14
Evolv Technologi (EVLV) 0.2 $2.1M 441k 4.72
Paragon 28 (FNA) 0.2 $2.1M 167k 12.43
Veracyte (VCYT) 0.2 $2.0M 74k 27.51
Tesla Motors (TSLA) 0.2 $2.0M 8.2k 248.48
TechTarget 0.2 $2.0M 58k 34.86
D.R. Horton (DHI) 0.2 $2.0M 13k 151.98
Patterson-UTI Energy (PTEN) 0.2 $1.9M 173k 10.80
CoStar (CSGP) 0.2 $1.8M 20k 87.39
Vertiv Holdings Llc vertiv holdings (VRT) 0.2 $1.8M 37k 48.03
Cadence Design Systems (CDNS) 0.2 $1.6M 6.0k 272.37
Workday Inc cl a (WDAY) 0.2 $1.6M 5.8k 276.06
Lululemon Athletica (LULU) 0.2 $1.6M 3.1k 511.29
Freeport-McMoRan Copper & Gold (FCX) 0.2 $1.6M 38k 42.57
O'reilly Automotive (ORLY) 0.1 $1.4M 1.5k 950.08
Chipotle Mexican Grill (CMG) 0.1 $1.4M 602.00 2286.96
Intuitive Surgical (ISRG) 0.1 $841k 2.5k 337.36
Symbotic (SYM) 0.0 $270k 5.3k 51.33
Engagesmart 0.0 $43k 1.9k 22.90