Next Century Growth Investors as of March 31, 2025
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 123 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp (WGS) | 3.3 | $37M | 417k | 88.56 | |
| Paymentus Holdings (PAY) | 3.2 | $35M | 1.4M | 26.10 | |
| Alignment Healthcare (ALHC) | 3.1 | $35M | 1.9M | 18.62 | |
| Astronics Corporation (ATRO) | 2.8 | $31M | 1.3M | 24.17 | |
| PAR Technology Corporation (PAR) | 2.7 | $31M | 501k | 61.34 | |
| Grid Dynamics Hldgs (GDYN) | 2.5 | $28M | 1.8M | 15.65 | |
| Universal Technical Institute (UTI) | 2.4 | $27M | 1.0M | 25.68 | |
| Vericel (VCEL) | 2.3 | $26M | 583k | 44.62 | |
| CryoLife (AORT) | 2.2 | $25M | 1.0M | 24.58 | |
| Irhythm Technologies (IRTC) | 1.9 | $22M | 208k | 104.68 | |
| Kinsale Cap Group (KNSL) | 1.8 | $20M | 41k | 486.71 | |
| RBC Bearings Incorporated (RBC) | 1.8 | $20M | 61k | 321.77 | |
| Saia (SAIA) | 1.7 | $19M | 54k | 349.43 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.7 | $19M | 162k | 116.36 | |
| Acva (ACVA) | 1.7 | $19M | 1.3M | 14.09 | |
| ExlService Holdings (EXLS) | 1.6 | $18M | 389k | 47.21 | |
| Innodata Isogen (INOD) | 1.6 | $18M | 502k | 35.90 | |
| Q2 Holdings (QTWO) | 1.6 | $18M | 225k | 80.01 | |
| Myr (MYRG) | 1.6 | $18M | 155k | 113.09 | |
| Alphatec Holdings (ATEC) | 1.5 | $17M | 1.7M | 10.14 | |
| Xometry (XMTR) | 1.5 | $17M | 664k | 24.92 | |
| M/a (MTSI) | 1.3 | $15M | 150k | 100.38 | |
| Global E Online (GLBE) | 1.3 | $15M | 410k | 35.65 | |
| Veracyte (VCYT) | 1.3 | $14M | 476k | 29.65 | |
| Clearw.a.hld. (CWAN) | 1.3 | $14M | 527k | 26.80 | |
| Apple (AAPL) | 1.2 | $14M | 63k | 222.13 | |
| Limbach Hldgs (LMB) | 1.2 | $14M | 184k | 74.47 | |
| Carpenter Technology Corporation (CRS) | 1.2 | $13M | 74k | 181.18 | |
| Waystar Holding Corp (WAY) | 1.2 | $13M | 356k | 37.36 | |
| Lattice Semiconductor (LSCC) | 1.1 | $12M | 228k | 52.45 | |
| Alkami Technology (ALKT) | 1.1 | $12M | 452k | 26.25 | |
| Microsoft Corporation (MSFT) | 1.1 | $12M | 32k | 375.39 | |
| Lincoln Educational Services Corporation (LINC) | 1.0 | $12M | 739k | 15.87 | |
| Vertex (VERX) | 1.0 | $12M | 334k | 35.01 | |
| Dutch Bros (BROS) | 1.0 | $12M | 186k | 61.74 | |
| Penumbra (PEN) | 1.0 | $11M | 42k | 267.41 | |
| NVIDIA Corporation (NVDA) | 1.0 | $11M | 102k | 108.38 | |
| Ftai Aviation (FTAI) | 1.0 | $11M | 98k | 111.03 | |
| Western Alliance Bancorporation (WAL) | 1.0 | $11M | 140k | 76.83 | |
| Guidewire Software (GWRE) | 0.9 | $9.9M | 53k | 187.36 | |
| Pinnacle Financial Partners (PNFP) | 0.9 | $9.8M | 92k | 106.04 | |
| Paycor Hcm (PYCR) | 0.9 | $9.7M | 434k | 22.44 | |
| Aaon (AAON) | 0.9 | $9.7M | 124k | 78.13 | |
| Apex Technology Acqui-cl A (AVPT) | 0.9 | $9.6M | 667k | 14.44 | |
| Amazon (AMZN) | 0.8 | $9.5M | 50k | 190.26 | |
| Sterling Construction Company (STRL) | 0.8 | $9.2M | 81k | 113.21 | |
| Mirum Pharmaceuticals (MIRM) | 0.8 | $8.8M | 195k | 45.05 | |
| Healthequity (HQY) | 0.8 | $8.7M | 98k | 88.37 | |
| Byline Ban (BY) | 0.8 | $8.6M | 330k | 26.16 | |
| Loar Holdings (LOAR) | 0.7 | $8.2M | 115k | 70.65 | |
| Intapp (INTA) | 0.7 | $8.0M | 137k | 58.38 | |
| Paylocity Holding Corporation (PCTY) | 0.7 | $7.7M | 41k | 187.34 | |
| Standardaero (SARO) | 0.7 | $7.5M | 281k | 26.64 | |
| QuinStreet (QNST) | 0.7 | $7.5M | 419k | 17.84 | |
| Semrush Hldgs (SEMR) | 0.7 | $7.4M | 796k | 9.33 | |
| Procept Biorobotics Corp (PRCT) | 0.7 | $7.4M | 127k | 58.26 | |
| Biolife Solutions (BLFS) | 0.6 | $7.1M | 310k | 22.84 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $7.0M | 46k | 154.64 | |
| Cushman Wakefield (CWK) | 0.6 | $7.0M | 687k | 10.22 | |
| Cyberark Software (CYBR) | 0.6 | $7.0M | 21k | 338.00 | |
| Argan (AGX) | 0.6 | $6.7M | 51k | 131.17 | |
| Facebook Inc cl a (META) | 0.6 | $6.5M | 11k | 576.36 | |
| Bowhead Specialty Hldgs (BOW) | 0.6 | $6.4M | 158k | 40.65 | |
| Goosehead Ins (GSHD) | 0.6 | $6.2M | 53k | 118.06 | |
| Mamamancini's Holdings (MAMA) | 0.5 | $6.1M | 942k | 6.51 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.5 | $5.9M | 112k | 52.92 | |
| Costco Wholesale Corporation (COST) | 0.5 | $5.9M | 6.2k | 945.78 | |
| Potbelly (PBPB) | 0.5 | $5.9M | 619k | 9.51 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.5 | $5.8M | 665k | 8.70 | |
| Kornit Digital (KRNT) | 0.5 | $5.8M | 303k | 19.08 | |
| Intuitive Surgical (ISRG) | 0.5 | $5.6M | 11k | 495.27 | |
| Knight Swift Transn Hldgs (KNX) | 0.5 | $5.5M | 128k | 43.49 | |
| Progressive Corporation (PGR) | 0.5 | $5.5M | 19k | 283.01 | |
| Boeing Company (BA) | 0.5 | $5.5M | 32k | 170.55 | |
| Hexcel Corporation (HXL) | 0.5 | $5.3M | 97k | 54.76 | |
| Coherent Corp (COHR) | 0.5 | $5.1M | 79k | 64.94 | |
| Blend Labs (BLND) | 0.5 | $5.1M | 1.5M | 3.35 | |
| Caredx (CDNA) | 0.4 | $4.9M | 275k | 17.75 | |
| Goldman Sachs (GS) | 0.4 | $4.7M | 8.6k | 546.29 | |
| Shopify Inc cl a (SHOP) | 0.4 | $4.5M | 48k | 95.48 | |
| Snowflake Inc Cl A (SNOW) | 0.4 | $4.5M | 31k | 146.16 | |
| Covenant Transportation (CVLG) | 0.4 | $4.4M | 198k | 22.20 | |
| Weave Communications (WEAV) | 0.4 | $4.3M | 388k | 11.09 | |
| Howmet Aerospace (HWM) | 0.4 | $4.3M | 33k | 129.73 | |
| Rxsight (RXST) | 0.4 | $4.1M | 163k | 25.25 | |
| Bridgewater Bancshares (BWB) | 0.4 | $4.1M | 294k | 13.89 | |
| Netflix (NFLX) | 0.4 | $4.1M | 4.4k | 932.53 | |
| Ceribell (CBLL) | 0.3 | $3.9M | 204k | 19.21 | |
| Orion Marine (ORN) | 0.3 | $3.7M | 711k | 5.23 | |
| Credo Technology Group Holding (CRDO) | 0.3 | $3.4M | 85k | 40.16 | |
| Applovin Corp Class A (APP) | 0.3 | $3.4M | 13k | 264.97 | |
| TWFG (TWFG) | 0.3 | $3.3M | 108k | 30.91 | |
| Visa (V) | 0.3 | $3.3M | 9.4k | 350.46 | |
| Jfrog (FROG) | 0.3 | $3.3M | 103k | 32.00 | |
| M-tron Inds (MPTI) | 0.3 | $3.1M | 71k | 44.54 | |
| Servicenow (NOW) | 0.3 | $3.1M | 3.9k | 796.14 | |
| Sitime Corp (SITM) | 0.3 | $3.0M | 20k | 152.87 | |
| Broadcom (AVGO) | 0.3 | $2.9M | 18k | 167.43 | |
| Arteris (AIP) | 0.3 | $2.8M | 408k | 6.91 | |
| MasterCard Incorporated (MA) | 0.2 | $2.8M | 5.0k | 548.12 | |
| Wingstop (WING) | 0.2 | $2.5M | 11k | 225.58 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $2.2M | 31k | 72.20 | |
| Olo | 0.2 | $2.1M | 354k | 6.04 | |
| Tyler Technologies (TYL) | 0.2 | $2.1M | 3.6k | 581.39 | |
| Arcbest (ARCB) | 0.2 | $2.1M | 29k | 70.58 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $2.0M | 5.8k | 352.58 | |
| Endava Plc ads (DAVA) | 0.2 | $1.9M | 99k | 19.51 | |
| Kura Sushi Usa Inc cl a (KRUS) | 0.2 | $1.9M | 37k | 51.20 | |
| Proficient Auto Logistics In (PAL) | 0.2 | $1.9M | 228k | 8.37 | |
| Carvana Co cl a (CVNA) | 0.2 | $1.9M | 9.0k | 209.08 | |
| Tesla Motors (TSLA) | 0.2 | $1.9M | 7.1k | 259.16 | |
| Arm Holdings (ARM) | 0.2 | $1.8M | 17k | 106.79 | |
| Quanta Services (PWR) | 0.2 | $1.8M | 7.0k | 254.18 | |
| Boston Scientific Corporation (BSX) | 0.2 | $1.8M | 18k | 100.88 | |
| Spotify Technology Sa (SPOT) | 0.1 | $1.7M | 3.0k | 550.03 | |
| Axon Enterprise (AXON) | 0.1 | $1.6M | 3.1k | 525.95 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $1.6M | 7.3k | 212.21 | |
| salesforce (CRM) | 0.1 | $1.5M | 5.7k | 268.36 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.4M | 5.7k | 254.33 | |
| Marvell Technology (MRVL) | 0.1 | $1.4M | 23k | 61.57 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $834k | 17k | 50.21 | |
| Trade Desk (TTD) | 0.1 | $607k | 11k | 54.72 | |
| M-Tron Industries - Warrants WT (MPTI.WS) | 0.0 | $0 | 71k | 0.00 |