Next Century Growth Investors as of Sept. 30, 2024
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 127 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Astronics Corporation (ATRO) | 3.6 | $45M | 2.3M | 19.48 | |
| Tandem Diabetes Care (TNDM) | 3.4 | $42M | 983k | 42.41 | |
| Transmedics Group (TMDX) | 3.4 | $41M | 264k | 157.00 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 3.3 | $41M | 1.5M | 27.81 | |
| Rxsight (RXST) | 2.3 | $29M | 577k | 49.43 | |
| Q2 Holdings (QTWO) | 2.3 | $28M | 353k | 79.77 | |
| Paymentus Holdings (PAY) | 2.2 | $27M | 1.3M | 20.02 | |
| Acva (ACVA) | 2.2 | $27M | 1.3M | 20.33 | |
| Kinsale Cap Group (KNSL) | 1.9 | $24M | 51k | 465.57 | |
| PAR Technology Corporation (PAR) | 1.9 | $23M | 448k | 52.08 | |
| Ftai Aviation (FTAI) | 1.9 | $23M | 174k | 132.90 | |
| Vericel (VCEL) | 1.8 | $22M | 524k | 42.25 | |
| Procept Biorobotics Corp (PRCT) | 1.8 | $22M | 275k | 80.12 | |
| Saia (SAIA) | 1.8 | $22M | 50k | 437.26 | |
| Universal Stainless & Alloy Products (USAP) | 1.7 | $22M | 557k | 38.63 | |
| Flywire Corporation (FLYW) | 1.6 | $20M | 1.2M | 16.39 | |
| Veracyte (VCYT) | 1.6 | $20M | 576k | 34.04 | |
| Vertex (VERX) | 1.6 | $19M | 504k | 38.51 | |
| RBC Bearings Incorporated (RBC) | 1.5 | $18M | 61k | 299.38 | |
| Natera (NTRA) | 1.4 | $18M | 139k | 126.95 | |
| Hexcel Corporation (HXL) | 1.4 | $17M | 278k | 61.83 | |
| Microsoft Corporation (MSFT) | 1.4 | $17M | 40k | 430.30 | |
| M/a (MTSI) | 1.3 | $16M | 143k | 111.26 | |
| Agilysys (AGYS) | 1.3 | $16M | 146k | 108.97 | |
| NVIDIA Corporation (NVDA) | 1.3 | $16M | 131k | 121.44 | |
| ExlService Holdings (EXLS) | 1.3 | $16M | 413k | 38.15 | |
| Innodata Isogen (INOD) | 1.2 | $15M | 894k | 16.77 | |
| Coherent Corp (COHR) | 1.2 | $15M | 167k | 88.91 | |
| Apple (AAPL) | 1.2 | $15M | 62k | 233.00 | |
| QuinStreet (QNST) | 1.2 | $15M | 760k | 19.13 | |
| Universal Technical Institute (UTI) | 1.1 | $14M | 852k | 16.26 | |
| Alkami Technology (ALKT) | 1.1 | $13M | 423k | 31.54 | |
| Grid Dynamics Hldgs (GDYN) | 1.0 | $13M | 911k | 14.00 | |
| Aaon (AAON) | 1.0 | $13M | 118k | 107.84 | |
| AeroVironment (AVAV) | 1.0 | $13M | 63k | 200.50 | |
| Freshpet (FRPT) | 1.0 | $13M | 92k | 136.77 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.0 | $12M | 127k | 97.20 | |
| Si-bone (SIBN) | 1.0 | $12M | 882k | 13.98 | |
| Napco Security Systems (NSSC) | 1.0 | $12M | 303k | 40.46 | |
| Guidewire Software (GWRE) | 1.0 | $12M | 65k | 182.94 | |
| Smith Douglas Homes Corp Cl A (SDHC) | 0.9 | $11M | 301k | 37.78 | |
| Sterling Construction Company (STRL) | 0.9 | $11M | 75k | 145.02 | |
| Semrush Hldgs (SEMR) | 0.8 | $10M | 647k | 15.71 | |
| CryoLife (AORT) | 0.8 | $10M | 380k | 26.62 | |
| Healthequity (HQY) | 0.8 | $9.6M | 117k | 81.85 | |
| Global E Online (GLBE) | 0.8 | $9.5M | 248k | 38.44 | |
| Lattice Semiconductor (LSCC) | 0.8 | $9.4M | 178k | 53.07 | |
| Amazon (AMZN) | 0.8 | $9.4M | 50k | 186.33 | |
| Loar Holdings (LOAR) | 0.7 | $9.2M | 123k | 74.59 | |
| Marten Transport (MRTN) | 0.7 | $9.1M | 514k | 17.70 | |
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $8.7M | 52k | 165.85 | |
| Facebook Inc cl a (META) | 0.6 | $7.7M | 13k | 572.44 | |
| Harrow Health (HROW) | 0.6 | $7.5M | 168k | 44.96 | |
| On Hldg (ONON) | 0.6 | $7.2M | 143k | 50.15 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.6 | $7.0M | 668k | 10.53 | |
| Mamamancini's Holdings (MAMA) | 0.6 | $6.9M | 946k | 7.30 | |
| Lincoln Educational Services Corporation (LINC) | 0.5 | $6.7M | 563k | 11.94 | |
| Tactile Systems Technology, In (TCMD) | 0.5 | $6.7M | 459k | 14.61 | |
| Knight Swift Transn Hldgs (KNX) | 0.5 | $6.7M | 124k | 53.95 | |
| Castle Biosciences (CSTL) | 0.5 | $6.7M | 234k | 28.52 | |
| Intapp (INTA) | 0.5 | $6.6M | 137k | 47.83 | |
| Arcbest (ARCB) | 0.5 | $6.4M | 59k | 108.45 | |
| Cyberark Software (CYBR) | 0.5 | $6.4M | 22k | 291.61 | |
| Mirum Pharmaceuticals (MIRM) | 0.5 | $6.4M | 164k | 39.00 | |
| Bowhead Specialty Hldgs (BOW) | 0.5 | $6.4M | 229k | 28.01 | |
| Clearw.a.hld. (CWAN) | 0.5 | $6.2M | 245k | 25.25 | |
| Appfolio (APPF) | 0.5 | $6.2M | 26k | 235.40 | |
| SPS Commerce (SPSC) | 0.5 | $6.1M | 31k | 194.17 | |
| Genedx Holdings Corp (WGS) | 0.5 | $6.0M | 141k | 42.44 | |
| Western Alliance Bancorporation (WAL) | 0.5 | $6.0M | 69k | 86.49 | |
| Advanced Micro Devices (AMD) | 0.5 | $5.6M | 34k | 164.08 | |
| Blend Labs (BLND) | 0.5 | $5.6M | 1.5M | 3.75 | |
| Eli Lilly & Co. (LLY) | 0.5 | $5.6M | 6.3k | 885.94 | |
| Alphatec Holdings (ATEC) | 0.4 | $5.3M | 959k | 5.56 | |
| Old Dominion Freight Line (ODFL) | 0.4 | $5.3M | 27k | 198.64 | |
| Dutch Bros (BROS) | 0.4 | $5.3M | 166k | 32.03 | |
| Orthopediatrics Corp. (KIDS) | 0.4 | $5.2M | 193k | 27.11 | |
| Costco Wholesale Corporation (COST) | 0.4 | $5.1M | 5.7k | 886.52 | |
| Monday (MNDY) | 0.4 | $4.9M | 18k | 277.77 | |
| Goosehead Ins (GSHD) | 0.4 | $4.7M | 53k | 89.30 | |
| Servicenow (NOW) | 0.4 | $4.7M | 5.3k | 894.39 | |
| Biolife Solutions (BLFS) | 0.4 | $4.7M | 186k | 25.04 | |
| Goldman Sachs (GS) | 0.4 | $4.6M | 9.4k | 495.11 | |
| NeoGenomics (NEO) | 0.4 | $4.3M | 294k | 14.75 | |
| Elf Beauty (ELF) | 0.3 | $4.2M | 39k | 109.03 | |
| Kornit Digital (KRNT) | 0.3 | $4.2M | 163k | 25.84 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.3 | $4.2M | 103k | 40.73 | |
| Boeing Company (BA) | 0.3 | $4.2M | 28k | 152.04 | |
| Cava Group Ord (CAVA) | 0.3 | $4.2M | 34k | 123.85 | |
| Quanta Services (PWR) | 0.3 | $4.0M | 13k | 298.15 | |
| Onestream (OS) | 0.3 | $3.8M | 113k | 33.90 | |
| Symbotic (SYM) | 0.3 | $3.7M | 153k | 24.39 | |
| Boston Scientific Corporation (BSX) | 0.3 | $3.6M | 43k | 83.80 | |
| Credo Technology Group Holding (CRDO) | 0.3 | $3.5M | 113k | 30.80 | |
| Orion Marine (ORN) | 0.3 | $3.5M | 602k | 5.77 | |
| Progressive Corporation (PGR) | 0.3 | $3.2M | 13k | 253.76 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.1M | 6.7k | 465.08 | |
| Netflix (NFLX) | 0.3 | $3.1M | 4.4k | 709.27 | |
| Waystar Holding Corp (WAY) | 0.2 | $3.0M | 108k | 27.89 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $3.0M | 27k | 109.75 | |
| TWFG (TWFG) | 0.2 | $2.9M | 108k | 27.12 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $2.9M | 29k | 99.49 | |
| Monolithic Power Systems (MPWR) | 0.2 | $2.8M | 3.1k | 924.50 | |
| Docebo (DCBO) | 0.2 | $2.8M | 63k | 44.20 | |
| UnitedHealth (UNH) | 0.2 | $2.6M | 4.5k | 584.68 | |
| Visa (V) | 0.2 | $2.6M | 9.4k | 274.95 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.6M | 5.0k | 517.78 | |
| Myr (MYRG) | 0.2 | $2.5M | 25k | 102.23 | |
| Similarweb (SMWB) | 0.2 | $2.5M | 283k | 8.84 | |
| MasterCard Incorporated (MA) | 0.2 | $2.5M | 5.0k | 493.80 | |
| Arm Holdings (ARM) | 0.2 | $2.4M | 17k | 143.01 | |
| D.R. Horton (DHI) | 0.2 | $2.3M | 12k | 190.77 | |
| Advanced Emissions (ARQ) | 0.2 | $2.2M | 375k | 5.87 | |
| Arteris (AIP) | 0.2 | $2.2M | 279k | 7.72 | |
| PDF Solutions (PDFS) | 0.2 | $2.1M | 66k | 31.68 | |
| Intuitive Surgical (ISRG) | 0.2 | $2.0M | 4.0k | 491.27 | |
| CoStar (CSGP) | 0.2 | $2.0M | 26k | 75.44 | |
| Tesla Motors (TSLA) | 0.1 | $1.8M | 6.9k | 261.63 | |
| Palo Alto Networks (PANW) | 0.1 | $1.7M | 5.0k | 341.80 | |
| Howmet Aerospace (HWM) | 0.1 | $1.7M | 17k | 100.25 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.6M | 29k | 57.62 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $1.6M | 5.8k | 280.47 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.5M | 5.7k | 271.03 | |
| Potbelly (PBPB) | 0.1 | $1.4M | 169k | 8.34 | |
| Dex (DXCM) | 0.1 | $1.4M | 20k | 67.04 | |
| Workday Inc cl a (WDAY) | 0.1 | $1.4M | 5.6k | 244.41 | |
| Shopify Inc cl a (SHOP) | 0.1 | $1.3M | 17k | 80.14 |
