Next Century Growth Investors as of Dec. 31, 2024
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 130 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paymentus Holdings (PAY) | 3.2 | $42M | 1.3M | 32.67 | |
| PAR Technology Corporation (PAR) | 2.8 | $38M | 519k | 72.67 | |
| Grid Dynamics Hldgs (GDYN) | 2.7 | $36M | 1.6M | 22.24 | |
| Vericel (VCEL) | 2.2 | $29M | 526k | 54.91 | |
| Acva (ACVA) | 2.1 | $29M | 1.3M | 21.60 | |
| Saia (SAIA) | 2.0 | $26M | 58k | 455.73 | |
| Universal Technical Institute (UTI) | 1.9 | $26M | 992k | 25.71 | |
| Astronics Corporation (ATRO) | 1.8 | $25M | 1.5M | 15.96 | |
| Paycor Hcm (PYCR) | 1.8 | $24M | 1.3M | 18.57 | |
| Genedx Holdings Corp (WGS) | 1.8 | $24M | 312k | 76.86 | |
| Procept Biorobotics Corp (PRCT) | 1.7 | $23M | 287k | 80.52 | |
| Veracyte (VCYT) | 1.7 | $23M | 578k | 39.60 | |
| Myr (MYRG) | 1.7 | $23M | 152k | 148.77 | |
| Q2 Holdings (QTWO) | 1.6 | $21M | 209k | 100.65 | |
| RBC Bearings Incorporated (RBC) | 1.5 | $20M | 66k | 299.14 | |
| Global E Online (GLBE) | 1.5 | $20M | 358k | 54.53 | |
| Agilysys (AGYS) | 1.4 | $19M | 146k | 131.71 | |
| QuinStreet (QNST) | 1.4 | $19M | 820k | 23.07 | |
| M/a (MTSI) | 1.4 | $19M | 144k | 129.91 | |
| Apple (AAPL) | 1.4 | $19M | 74k | 250.42 | |
| ExlService Holdings (EXLS) | 1.4 | $19M | 417k | 44.38 | |
| Sterling Construction Company (STRL) | 1.4 | $18M | 109k | 168.45 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.3 | $18M | 162k | 109.73 | |
| Aaon (AAON) | 1.3 | $18M | 150k | 117.68 | |
| Microsoft Corporation (MSFT) | 1.3 | $18M | 41k | 421.50 | |
| Vertex (VERX) | 1.3 | $17M | 327k | 53.35 | |
| NVIDIA Corporation (NVDA) | 1.3 | $17M | 127k | 134.29 | |
| Cushman Wakefield (CWK) | 1.2 | $17M | 1.3M | 13.08 | |
| Ftai Aviation (FTAI) | 1.2 | $16M | 112k | 144.04 | |
| Innodata Isogen (INOD) | 1.2 | $16M | 403k | 39.52 | |
| Coherent Corp (COHR) | 1.2 | $16M | 168k | 94.73 | |
| Alkami Technology (ALKT) | 1.2 | $16M | 422k | 36.68 | |
| Kinsale Cap Group (KNSL) | 1.1 | $15M | 33k | 465.13 | |
| CryoLife (AORT) | 1.1 | $14M | 493k | 28.59 | |
| Dutch Bros (BROS) | 1.0 | $14M | 267k | 52.38 | |
| Lattice Semiconductor (LSCC) | 1.0 | $14M | 244k | 56.65 | |
| Flywire Corporation (FLYW) | 1.0 | $14M | 665k | 20.62 | |
| Freshpet (FRPT) | 1.0 | $14M | 92k | 148.11 | |
| Limbach Hldgs (LMB) | 1.0 | $13M | 156k | 85.54 | |
| Natera (NTRA) | 1.0 | $13M | 84k | 158.30 | |
| Hexcel Corporation (HXL) | 1.0 | $13M | 203k | 62.70 | |
| Amazon (AMZN) | 0.9 | $13M | 58k | 219.39 | |
| Western Alliance Bancorporation (WAL) | 0.9 | $13M | 150k | 83.54 | |
| Waystar Holding Corp (WAY) | 0.9 | $12M | 327k | 36.70 | |
| Alignment Healthcare (ALHC) | 0.9 | $12M | 1.0M | 11.25 | |
| Pegasystems (PEGA) | 0.8 | $11M | 116k | 93.20 | |
| Lincoln Educational Services Corporation (LINC) | 0.8 | $11M | 664k | 15.82 | |
| Carpenter Technology Corporation (CRS) | 0.8 | $10M | 62k | 169.71 | |
| Apex Technology Acqui-cl A (AVPT) | 0.8 | $10M | 608k | 16.51 | |
| Similarweb (SMWB) | 0.7 | $9.9M | 699k | 14.17 | |
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $9.8M | 52k | 189.30 | |
| Xometry (XMTR) | 0.7 | $9.6M | 226k | 42.66 | |
| Byline Ban (BY) | 0.7 | $9.6M | 331k | 29.00 | |
| Pinnacle Financial Partners (PNFP) | 0.7 | $9.5M | 83k | 114.39 | |
| Kornit Digital (KRNT) | 0.7 | $9.4M | 304k | 30.95 | |
| Loar Holdings (LOAR) | 0.7 | $9.2M | 124k | 73.91 | |
| Knight Swift Transn Hldgs (KNX) | 0.7 | $9.0M | 171k | 53.04 | |
| Alphatec Holdings (ATEC) | 0.7 | $9.0M | 982k | 9.18 | |
| Intapp (INTA) | 0.7 | $8.8M | 137k | 64.09 | |
| Wingstop (WING) | 0.6 | $8.3M | 29k | 284.20 | |
| Biolife Solutions (BLFS) | 0.6 | $8.1M | 311k | 25.96 | |
| Facebook Inc cl a (META) | 0.6 | $7.9M | 13k | 585.51 | |
| Guidewire Software (GWRE) | 0.6 | $7.7M | 46k | 168.58 | |
| Semrush Hldgs (SEMR) | 0.6 | $7.7M | 647k | 11.88 | |
| Credo Technology Group Holding (CRDO) | 0.6 | $7.7M | 114k | 67.21 | |
| Tesla Motors (TSLA) | 0.6 | $7.6M | 19k | 403.84 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.6 | $7.5M | 668k | 11.29 | |
| Mamamancini's Holdings (MAMA) | 0.6 | $7.5M | 946k | 7.96 | |
| Cyberark Software (CYBR) | 0.6 | $7.4M | 22k | 333.15 | |
| Tandem Diabetes Care (TNDM) | 0.5 | $7.3M | 202k | 36.02 | |
| Healthequity (HQY) | 0.5 | $7.2M | 76k | 95.95 | |
| On Hldg (ONON) | 0.5 | $7.2M | 132k | 54.77 | |
| Standardaero (SARO) | 0.5 | $6.9M | 278k | 24.76 | |
| Clearw.a.hld. (CWAN) | 0.5 | $6.8M | 247k | 27.52 | |
| Mirum Pharmaceuticals (MIRM) | 0.5 | $6.8M | 164k | 41.35 | |
| Elf Beauty (ELF) | 0.5 | $6.8M | 54k | 125.55 | |
| Blend Labs (BLND) | 0.5 | $6.3M | 1.5M | 4.21 | |
| Castle Biosciences (CSTL) | 0.5 | $6.3M | 235k | 26.65 | |
| Paylocity Holding Corporation (PCTY) | 0.5 | $6.0M | 30k | 199.47 | |
| Rxsight (RXST) | 0.4 | $5.9M | 171k | 34.38 | |
| Onestream (OS) | 0.4 | $5.9M | 206k | 28.52 | |
| Weave Communications (WEAV) | 0.4 | $5.7M | 359k | 15.92 | |
| Goosehead Ins (GSHD) | 0.4 | $5.7M | 53k | 107.22 | |
| Boeing Company (BA) | 0.4 | $5.7M | 32k | 177.00 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.4 | $5.7M | 112k | 50.54 | |
| Bowhead Specialty Hldgs (BOW) | 0.4 | $5.6M | 158k | 35.52 | |
| Servicenow (NOW) | 0.4 | $5.6M | 5.3k | 1060.12 | |
| Arcbest (ARCB) | 0.4 | $5.5M | 59k | 93.32 | |
| Kura Sushi Usa Inc cl a (KRUS) | 0.4 | $5.5M | 61k | 90.58 | |
| Ceribell (CBLL) | 0.4 | $5.3M | 205k | 25.88 | |
| Costco Wholesale Corporation (COST) | 0.4 | $5.2M | 5.7k | 916.27 | |
| Marten Transport (MRTN) | 0.4 | $4.9M | 316k | 15.61 | |
| NeoGenomics (NEO) | 0.4 | $4.8M | 293k | 16.48 | |
| Caredx (CDNA) | 0.4 | $4.7M | 220k | 21.41 | |
| M-tron Inds (MPTI) | 0.3 | $4.6M | 94k | 48.43 | |
| Goldman Sachs (GS) | 0.3 | $4.3M | 7.5k | 572.62 | |
| Quanta Services (PWR) | 0.3 | $4.2M | 13k | 316.05 | |
| Harrow Health (HROW) | 0.3 | $4.2M | 126k | 33.55 | |
| Advanced Micro Devices (AMD) | 0.3 | $4.1M | 34k | 120.79 | |
| Orion Marine (ORN) | 0.3 | $4.0M | 552k | 7.33 | |
| Bridgewater Bancshares (BWB) | 0.3 | $4.0M | 295k | 13.51 | |
| Netflix (NFLX) | 0.3 | $3.9M | 4.4k | 891.32 | |
| Howmet Aerospace (HWM) | 0.3 | $3.6M | 33k | 109.37 | |
| Intuitive Surgical (ISRG) | 0.3 | $3.6M | 6.9k | 521.96 | |
| TWFG (TWFG) | 0.2 | $3.3M | 108k | 30.80 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $3.3M | 29k | 113.61 | |
| Visa (V) | 0.2 | $3.0M | 9.4k | 316.04 | |
| Arteris (AIP) | 0.2 | $2.8M | 279k | 10.19 | |
| Advanced Emissions (ARQ) | 0.2 | $2.8M | 375k | 7.57 | |
| Docebo (DCBO) | 0.2 | $2.8M | 63k | 44.77 | |
| Applovin Corp Class A (APP) | 0.2 | $2.8M | 8.6k | 323.83 | |
| MasterCard Incorporated (MA) | 0.2 | $2.6M | 5.0k | 526.57 | |
| Progressive Corporation (PGR) | 0.2 | $2.6M | 11k | 239.61 | |
| Shopify Inc cl a (SHOP) | 0.2 | $2.6M | 25k | 106.33 | |
| Arm Holdings (ARM) | 0.2 | $2.1M | 17k | 123.36 | |
| Tyler Technologies (TYL) | 0.1 | $2.0M | 3.4k | 576.64 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $2.0M | 5.8k | 342.16 | |
| Boston Scientific Corporation (BSX) | 0.1 | $1.8M | 20k | 89.32 | |
| Palo Alto Networks (PANW) | 0.1 | $1.8M | 10k | 181.96 | |
| PDF Solutions (PDFS) | 0.1 | $1.8M | 66k | 27.08 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.7M | 29k | 60.30 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.7M | 5.7k | 300.46 | |
| Toast (TOST) | 0.1 | $1.7M | 46k | 36.45 | |
| Trade Desk (TTD) | 0.1 | $1.6M | 14k | 117.53 | |
| Potbelly (PBPB) | 0.1 | $1.5M | 155k | 9.42 | |
| Axon Enterprise (AXON) | 0.1 | $1.3M | 2.2k | 594.32 | |
| Smith Douglas Homes Corp Cl A (SDHC) | 0.1 | $1.1M | 44k | 25.64 | |
| Symbotic (SYM) | 0.1 | $1.1M | 46k | 23.71 | |
| CoStar (CSGP) | 0.1 | $967k | 14k | 71.59 | |
| Si-bone (SIBN) | 0.0 | $18k | 1.3k | 14.02 |