Next Century Growth Investors

Next Century Growth Investors as of June 30, 2024

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 122 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Transmedics Group (TMDX) 4.2 $51M 336k 150.62
Astronics Corporation (ATRO) 3.9 $48M 2.4M 20.03
Verra Mobility Corp verra mobility corp (VRRM) 3.4 $41M 1.5M 27.20
Napco Security Systems (NSSC) 3.4 $41M 783k 51.95
Tandem Diabetes Care (TNDM) 3.1 $37M 914k 40.29
Q2 Holdings (QTWO) 2.8 $34M 557k 60.33
AeroVironment (AVAV) 2.8 $33M 182k 182.16
Rxsight (RXST) 2.6 $32M 528k 60.17
Vertex (VERX) 2.5 $31M 848k 36.05
Freshpet (FRPT) 2.2 $27M 209k 129.39
Paymentus Holdings (PAY) 2.1 $25M 1.3M 19.00
M/a (MTSI) 2.0 $24M 212k 111.47
Saia (SAIA) 1.9 $23M 48k 474.29
Flywire Corporation (FLYW) 1.8 $21M 1.3M 16.39
Kinsale Cap Group (KNSL) 1.7 $20M 52k 385.28
Microsoft Corporation (MSFT) 1.6 $19M 43k 446.95
Agilysys (AGYS) 1.6 $19M 183k 104.14
Vericel (VCEL) 1.5 $18M 389k 45.88
PAR Technology Corporation (PAR) 1.4 $17M 365k 47.09
Alphatec Holdings (ATEC) 1.4 $17M 1.6M 10.45
NVIDIA Corporation (NVDA) 1.4 $17M 134k 123.54
Myr (MYRG) 1.3 $16M 117k 135.71
Natera (NTRA) 1.3 $15M 142k 108.29
SPS Commerce (SPSC) 1.2 $15M 78k 188.16
Procept Biorobotics Corp (PRCT) 1.2 $15M 240k 61.09
Hexcel Corporation (HXL) 1.2 $15M 233k 62.45
Celsius Holdings (CELH) 1.2 $15M 253k 57.09
Apple (AAPL) 1.2 $14M 68k 210.62
Innodata Isogen (INOD) 1.1 $13M 894k 14.83
Cyberark Software (CYBR) 1.1 $13M 48k 273.42
QuinStreet (QNST) 1.1 $13M 766k 16.59
Alphabet Inc Class A cs (GOOGL) 1.0 $12M 67k 182.15
Coherent Corp (COHR) 1.0 $12M 167k 72.46
Alkami Technology (ALKT) 1.0 $12M 422k 28.48
RBC Bearings Incorporated (RBC) 1.0 $12M 44k 269.78
Amazon (AMZN) 1.0 $12M 60k 193.25
ExlService Holdings (EXLS) 0.9 $11M 357k 31.36
Medpace Hldgs (MEDP) 0.9 $11M 27k 411.85
Si-bone (SIBN) 0.9 $11M 845k 12.93
Smith Douglas Homes Corp Cl A (SDHC) 0.9 $11M 464k 23.38
Credo Technology Group Holding (CRDO) 0.9 $11M 336k 31.94
Acva (ACVA) 0.9 $11M 578k 18.25
Semrush Hldgs (SEMR) 0.8 $9.8M 733k 13.39
Lgi Homes (LGIH) 0.8 $9.8M 109k 89.49
Enfusion Inc - Class A (ENFN) 0.8 $9.6M 1.1M 8.52
Appfolio (APPF) 0.8 $9.3M 38k 244.57
Guidewire Software (GWRE) 0.8 $9.2M 67k 137.89
Ftai Aviation (FTAI) 0.7 $8.7M 85k 103.23
Kura Sushi Usa Inc cl a (KRUS) 0.7 $8.1M 128k 63.09
Universal Stainless & Alloy Products (USAP) 0.7 $8.0M 293k 27.38
Marten Transport (MRTN) 0.7 $8.0M 433k 18.45
Facebook Inc cl a (META) 0.6 $7.4M 15k 504.22
Dutch Bros (BROS) 0.6 $7.0M 168k 41.40
Progyny (PGNY) 0.6 $6.8M 237k 28.61
Loar Holdings (LOAR) 0.6 $6.7M 125k 53.41
Monday (MNDY) 0.5 $6.3M 26k 240.76
Eli Lilly & Co. (LLY) 0.5 $6.2M 6.8k 905.38
Cava Group Ord (CAVA) 0.5 $6.2M 66k 92.75
Sterling Construction Company (STRL) 0.5 $6.1M 52k 118.34
Lattice Semiconductor (LSCC) 0.5 $5.9M 101k 57.99
Clearw.a.hld. (CWAN) 0.5 $5.8M 314k 18.52
Bowhead Specialty Hldgs (BOW) 0.5 $5.8M 228k 25.34
Costco Wholesale Corporation (COST) 0.4 $5.2M 6.1k 849.99
Arcbest (ARCB) 0.4 $5.2M 48k 107.08
Castle Biosciences (CSTL) 0.4 $5.2M 237k 21.77
Grid Dynamics Hldgs (GDYN) 0.4 $5.1M 485k 10.51
Intapp (INTA) 0.4 $5.0M 137k 36.67
Five9 (FIVN) 0.4 $4.9M 110k 44.10
Tactile Systems Technology, In (TCMD) 0.4 $4.6M 386k 11.94
Orthopediatrics Corp. (KIDS) 0.4 $4.5M 158k 28.76
Servicenow (NOW) 0.4 $4.5M 5.7k 786.67
Orion Marine (ORN) 0.4 $4.5M 469k 9.51
Mamamancini's Holdings (MAMA) 0.4 $4.4M 659k 6.74
Boeing Company (BA) 0.4 $4.3M 24k 182.01
Visa (V) 0.3 $4.2M 16k 262.47
NeoGenomics (NEO) 0.3 $4.1M 293k 13.87
CryoLife (AORT) 0.3 $4.0M 157k 25.65
Advanced Micro Devices (AMD) 0.3 $4.0M 25k 162.21
Lincoln Educational Services Corporation (LINC) 0.3 $3.9M 332k 11.86
MasterCard Incorporated (MA) 0.3 $3.9M 8.8k 441.16
Global E Online (GLBE) 0.3 $3.9M 108k 36.27
Dex (DXCM) 0.3 $3.7M 33k 113.38
Vertiv Holdings Llc vertiv holdings (VRT) 0.3 $3.7M 43k 86.57
Quanta Services (PWR) 0.3 $3.7M 14k 254.09
Goldman Sachs (GS) 0.3 $3.6M 8.0k 452.32
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.6M 7.7k 468.72
Crowdstrike Hldgs Inc cl a (CRWD) 0.3 $3.6M 9.4k 383.19
Jfrog (FROG) 0.3 $3.6M 96k 37.55
Old Dominion Freight Line (ODFL) 0.3 $3.4M 19k 176.60
Aaon (AAON) 0.3 $3.4M 39k 87.24
Veracyte (VCYT) 0.3 $3.2M 148k 21.67
Netflix (NFLX) 0.3 $3.2M 4.7k 674.88
Universal Technical Institute (UTI) 0.3 $3.1M 198k 15.73
Penumbra (PEN) 0.3 $3.1M 17k 179.97
First Watch Restaurant Groupco (FWRG) 0.3 $3.1M 175k 17.56
Adobe Systems Incorporated (ADBE) 0.3 $3.0M 5.4k 555.54
Arm Holdings (ARM) 0.2 $3.0M 18k 163.62
Palo Alto Networks (PANW) 0.2 $2.9M 8.6k 339.01
Floor & Decor Hldgs Inc cl a (FND) 0.2 $2.9M 29k 99.41
Progressive Corporation (PGR) 0.2 $2.8M 14k 207.71
Monolithic Power Systems (MPWR) 0.2 $2.8M 3.4k 821.68
Permian Resources Corp Class A (PR) 0.2 $2.7M 167k 16.15
Boston Scientific Corporation (BSX) 0.2 $2.5M 33k 77.01
Symbotic (SYM) 0.2 $2.5M 72k 35.16
UnitedHealth (UNH) 0.2 $2.5M 4.8k 509.26
CoStar (CSGP) 0.2 $2.4M 33k 74.14
Docebo (DCBO) 0.2 $2.4M 63k 38.63
PDF Solutions (PDFS) 0.2 $2.4M 66k 36.38
Paylocity Holding Corporation (PCTY) 0.2 $2.3M 18k 131.85
Arteris (AIP) 0.2 $2.1M 279k 7.51
Goosehead Ins (GSHD) 0.2 $2.0M 35k 57.44
Century Communities (CCS) 0.2 $2.0M 24k 81.66
Intuitive Surgical (ISRG) 0.2 $1.9M 4.3k 444.85
Chipotle Mexican Grill (CMG) 0.2 $1.9M 31k 62.65
Lifemd (LFMD) 0.2 $1.9M 278k 6.86
Novo Nordisk A/S (NVO) 0.2 $1.9M 13k 142.74
Cadence Design Systems (CDNS) 0.2 $1.9M 6.1k 307.75
D.R. Horton (DHI) 0.2 $1.8M 13k 140.93
Potbelly (PBPB) 0.1 $1.4M 169k 8.03
Workday Inc cl a (WDAY) 0.1 $1.3M 5.9k 223.56
Shopify Inc cl a (SHOP) 0.1 $1.2M 18k 66.05
Tesla Motors (TSLA) 0.1 $1.1M 5.8k 197.88