Next Century Growth Investors

Next Century Growth Investors as of March 31, 2024

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 120 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Astronics Corporation (ATRO) 3.7 $43M 2.2M 19.04
Vertex (VERX) 3.5 $41M 1.3M 31.76
Verra Mobility Corp verra mobility corp (VRRM) 3.1 $35M 1.4M 24.97
Transmedics Group (TMDX) 3.0 $35M 472k 73.94
Lgi Homes (LGIH) 2.7 $32M 272k 116.37
Tandem Diabetes Care (TNDM) 2.6 $30M 853k 35.41
Sprout Social Cl A Ord (SPT) 2.6 $30M 504k 59.71
Flywire Corporation (FLYW) 2.6 $30M 1.2M 24.81
Napco Security Systems (NSSC) 2.6 $30M 737k 40.16
Kinsale Cap Group (KNSL) 2.4 $28M 54k 524.74
Q2 Holdings (QTWO) 2.4 $27M 519k 52.56
Rxsight (RXST) 2.3 $26M 511k 51.58
AeroVironment (AVAV) 2.3 $26M 171k 153.28
Saia (SAIA) 2.1 $25M 42k 585.00
Freshpet (FRPT) 2.0 $23M 194k 115.86
Alphatec Holdings (ATEC) 1.9 $22M 1.6M 13.79
Vericel (VCEL) 1.8 $21M 399k 52.02
Kura Sushi Usa Inc cl a (KRUS) 1.7 $20M 172k 115.16
Myr (MYRG) 1.6 $19M 107k 176.75
Microsoft Corporation (MSFT) 1.6 $18M 43k 420.72
Celsius Holdings (CELH) 1.6 $18M 217k 82.92
Si-bone (SIBN) 1.5 $18M 1.1M 16.37
M/a (MTSI) 1.5 $17M 179k 95.64
Paymentus Holdings (PAY) 1.3 $16M 681k 22.75
Agilysys (AGYS) 1.3 $15M 172k 84.26
Hexcel Corporation (HXL) 1.2 $14M 190k 72.85
SPS Commerce (SPSC) 1.1 $13M 68k 184.90
Lattice Semiconductor (LSCC) 1.1 $12M 159k 78.23
NVIDIA Corporation (NVDA) 1.1 $12M 13k 903.56
Tactile Systems Technology, In (TCMD) 1.0 $12M 719k 16.25
QuinStreet (QNST) 1.0 $12M 660k 17.66
Natera (NTRA) 1.0 $11M 124k 91.46
Alphabet Inc Class A cs (GOOGL) 1.0 $11M 74k 150.93
Arcbest (ARCB) 0.9 $11M 76k 142.50
Amazon (AMZN) 0.9 $10M 57k 180.38
RBC Bearings Incorporated (RBC) 0.9 $10M 38k 270.35
Treace Med Concepts (TMCI) 0.9 $10M 770k 13.05
ExlService Holdings (EXLS) 0.9 $9.9M 311k 31.80
Medpace Hldgs (MEDP) 0.8 $9.4M 23k 404.15
Alkami Technology (ALKT) 0.8 $9.1M 370k 24.57
Semrush Hldgs (SEMR) 0.8 $9.0M 681k 13.26
Quanta Services (PWR) 0.8 $8.8M 34k 259.80
Marten Transport (MRTN) 0.7 $8.0M 433k 18.48
Goosehead Ins (GSHD) 0.7 $8.0M 120k 66.62
Facebook Inc cl a (META) 0.7 $7.9M 16k 485.58
Progyny (PGNY) 0.7 $7.9M 207k 38.15
Cyberark Software (CYBR) 0.7 $7.9M 30k 265.63
Apple (AAPL) 0.7 $7.6M 44k 171.48
Inspire Med Sys (INSP) 0.6 $7.0M 33k 214.79
Appfolio (APPF) 0.6 $6.9M 28k 246.74
Acva (ACVA) 0.6 $6.7M 359k 18.77
Five9 (FIVN) 0.6 $6.5M 104k 62.11
Ryan Specialty Group Hldgs I (RYAN) 0.6 $6.5M 116k 55.50
Eli Lilly & Co. (LLY) 0.5 $6.2M 8.0k 777.96
Docebo (DCBO) 0.5 $6.2M 126k 48.98
Century Communities (CCS) 0.5 $5.9M 62k 96.50
Jfrog (FROG) 0.5 $5.9M 133k 44.22
Guidewire Software (GWRE) 0.5 $5.7M 49k 116.71
Servicenow (NOW) 0.5 $5.6M 7.4k 762.40
Global E Online (GLBE) 0.5 $5.6M 153k 36.35
Monday (MNDY) 0.5 $5.5M 24k 225.87
Innodata Isogen (INOD) 0.5 $5.4M 823k 6.60
Smith Douglas Homes Corp Cl A (SDHC) 0.5 $5.3M 179k 29.70
First Watch Restaurant Groupco (FWRG) 0.5 $5.2M 211k 24.62
NeoGenomics (NEO) 0.4 $5.2M 328k 15.72
Cava Group Ord (CAVA) 0.4 $5.0M 71k 70.05
Castle Biosciences (CSTL) 0.4 $4.9M 220k 22.15
Accolade (ACCD) 0.4 $4.8M 460k 10.48
Penumbra (PEN) 0.4 $4.8M 21k 223.18
Intapp (INTA) 0.4 $4.7M 137k 34.30
Boeing Company (BA) 0.4 $4.6M 24k 192.99
Orthopediatrics Corp. (KIDS) 0.4 $4.6M 158k 29.16
Dex (DXCM) 0.4 $4.6M 33k 138.70
Advanced Micro Devices (AMD) 0.4 $4.5M 25k 180.49
Visa (V) 0.4 $4.5M 16k 279.08
Costco Wholesale Corporation (COST) 0.4 $4.5M 6.1k 732.63
Procept Biorobotics Corp (PRCT) 0.4 $4.4M 90k 49.42
Enfusion Inc - Class A (ENFN) 0.4 $4.3M 467k 9.25
MasterCard Incorporated (MA) 0.4 $4.3M 8.9k 481.57
Old Dominion Freight Line (ODFL) 0.4 $4.3M 20k 219.31
Lifemd (LFMD) 0.4 $4.2M 410k 10.28
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $4.1M 9.9k 418.01
Workiva Inc equity us cm (WK) 0.4 $4.1M 48k 84.80
Clearw.a.hld. (CWAN) 0.3 $4.0M 225k 17.69
Crowdstrike Hldgs Inc cl a (CRWD) 0.3 $3.9M 12k 320.59
Grid Dynamics Hldgs (GDYN) 0.3 $3.9M 314k 12.29
Novo Nordisk A/S (NVO) 0.3 $3.8M 30k 128.40
Goldman Sachs (GS) 0.3 $3.4M 8.0k 417.69
Braze (BRZE) 0.3 $3.4M 76k 44.30
Adobe Systems Incorporated (ADBE) 0.3 $3.3M 6.6k 504.60
Floor & Decor Hldgs Inc cl a (FND) 0.3 $3.3M 25k 129.62
Veracyte (VCYT) 0.3 $3.3M 148k 22.16
Symbotic (SYM) 0.3 $3.2M 72k 45.00
CoStar (CSGP) 0.3 $3.2M 33k 96.60
Vertiv Holdings Llc vertiv holdings (VRT) 0.3 $3.0M 37k 81.67
Permian Resources Corp Class A (PR) 0.3 $3.0M 169k 17.66
Palo Alto Networks (PANW) 0.3 $3.0M 11k 284.13
Netflix (NFLX) 0.2 $2.9M 4.7k 607.33
Progressive Corporation (PGR) 0.2 $2.8M 14k 206.82
Paylocity Holding Corporation (PCTY) 0.2 $2.6M 15k 171.86
Knight Swift Transn Hldgs (KNX) 0.2 $2.5M 45k 55.02
UnitedHealth (UNH) 0.2 $2.4M 4.8k 494.70
Globant S A (GLOB) 0.2 $2.3M 11k 201.90
Monolithic Power Systems (MPWR) 0.2 $2.3M 3.4k 677.42
DV (DV) 0.2 $2.3M 64k 35.16
Boston Scientific Corporation (BSX) 0.2 $2.3M 33k 68.49
PDF Solutions (PDFS) 0.2 $2.2M 66k 33.67
D.R. Horton (DHI) 0.2 $2.2M 13k 164.55
Credo Technology Group Holding (CRDO) 0.2 $2.1M 97k 21.19
Potbelly (PBPB) 0.2 $2.0M 169k 12.11
Aehr Test Systems (AEHR) 0.2 $2.0M 165k 12.40
Evolv Technologi (EVLV) 0.2 $2.0M 443k 4.45
Cadence Design Systems (CDNS) 0.2 $1.9M 6.1k 311.28
Chipotle Mexican Grill (CMG) 0.2 $1.8M 610.00 2906.77
Intuitive Surgical (ISRG) 0.2 $1.7M 4.3k 399.09
Workday Inc cl a (WDAY) 0.1 $1.6M 5.9k 272.75
Arm Holdings (ARM) 0.1 $1.6M 13k 124.99
Augmedix (AUGX) 0.1 $1.5M 362k 4.09
Tesla Motors (TSLA) 0.1 $1.5M 8.3k 175.79
Lululemon Athletica (LULU) 0.1 $1.2M 3.2k 390.65