Next Century Growth Investors

Next Century Growth Investors as of June 30, 2025

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Astronics Corporation (ATRO) 3.3 $42M 1.3M 33.48
Paymentus Holdings (PAY) 2.9 $37M 1.1M 32.75
Sterling Construction Company (STRL) 2.7 $35M 151k 230.73
Irhythm Technologies (IRTC) 2.7 $35M 225k 153.96
Universal Technical Institute (UTI) 2.5 $33M 959k 33.89
CryoLife (AORT) 2.4 $31M 1.0M 31.10
Alignment Healthcare (ALHC) 2.3 $30M 2.2M 14.00
PAR Technology Corporation (PAR) 2.2 $29M 418k 69.37
Myr (MYRG) 2.2 $29M 157k 181.45
Vericel (VCEL) 2.2 $29M 669k 42.55
Xometry (XMTR) 2.0 $26M 773k 33.79
Alphatec Holdings (ATEC) 1.8 $23M 2.1M 11.10
M/a (MTSI) 1.8 $23M 158k 143.29
Q2 Holdings (QTWO) 1.7 $22M 235k 93.59
Caredx (CDNA) 1.7 $22M 1.1M 19.54
RBC Bearings Incorporated (RBC) 1.7 $22M 57k 384.80
Limbach Hldgs (LMB) 1.7 $22M 154k 140.10
Ollies Bargain Outlt Hldgs I (OLLI) 1.6 $21M 161k 131.78
Genedx Holdings Corp (WGS) 1.6 $21M 222k 92.31
Apex Technology Acqui-cl A (AVPT) 1.5 $20M 1.0M 19.31
Kinsale Cap Group (KNSL) 1.5 $20M 40k 483.90
Microsoft Corporation (MSFT) 1.5 $20M 39k 497.41
NVIDIA Corporation (NVDA) 1.4 $18M 113k 157.99
Carpenter Technology Corporation (CRS) 1.3 $17M 62k 276.38
Lincoln Educational Services Corporation (LINC) 1.3 $17M 720k 23.05
ExlService Holdings (EXLS) 1.3 $17M 378k 43.79
Dutch Bros (BROS) 1.3 $16M 238k 68.37
Transmedics Group (TMDX) 1.2 $16M 120k 134.01
Acva (ACVA) 1.2 $16M 963k 16.22
Saia (SAIA) 1.1 $15M 54k 273.99
Waystar Holding Corp (WAY) 1.1 $15M 354k 40.87
Argan (AGX) 1.1 $14M 63k 220.48
Healthequity (HQY) 1.0 $14M 130k 104.76
Alkami Technology (ALKT) 1.0 $13M 441k 30.14
Penumbra (PEN) 1.0 $13M 50k 256.63
Apple (AAPL) 1.0 $13M 62k 205.17
Agilysys (AGYS) 1.0 $12M 108k 114.64
Vertex (VERX) 0.9 $12M 331k 35.34
Amazon (AMZN) 0.9 $11M 51k 219.39
Ftai Aviation (FTAI) 0.9 $11M 97k 115.04
Lattice Semiconductor (LSCC) 0.9 $11M 226k 48.99
Procept Biorobotics Corp (PRCT) 0.8 $11M 189k 57.60
Silverback Therapeutics (SPRY) 0.8 $11M 623k 17.45
Sitime Corp (SITM) 0.8 $11M 50k 213.08
Olo 0.8 $10M 1.2M 8.90
Cyberark Software (CYBR) 0.8 $10M 25k 406.88
Loar Holdings (LOAR) 0.8 $9.9M 115k 86.17
Mirum Pharmaceuticals (MIRM) 0.7 $9.7M 190k 50.89
Elf Beauty (ELF) 0.7 $9.2M 74k 124.44
Paylocity Holding Corporation (PCTY) 0.7 $9.0M 50k 181.19
Standardaero (SARO) 0.7 $8.8M 279k 31.65
Coherent Corp (COHR) 0.7 $8.8M 98k 89.21
Orion Marine (ORN) 0.7 $8.5M 933k 9.07
Great Lakes Dredge & Dock Corporation (GLDD) 0.6 $7.9M 648k 12.19
Credo Technology Group Holding (CRDO) 0.6 $7.9M 85k 92.59
Mamamancini's Holdings (MAMA) 0.6 $7.6M 918k 8.30
Potbelly (PBPB) 0.6 $7.4M 603k 12.25
Clearw.a.hld. (CWAN) 0.6 $7.1M 326k 21.93
Semrush Hldgs (SEMR) 0.5 $7.0M 776k 9.05
Broadcom (AVGO) 0.5 $6.9M 25k 275.65
Snowflake Inc Cl A (SNOW) 0.5 $6.9M 31k 223.77
Intapp (INTA) 0.5 $6.9M 133k 51.62
Boeing Company (BA) 0.5 $6.7M 32k 209.53
Netflix (NFLX) 0.5 $6.7M 5.0k 1339.13
Byline Ban (BY) 0.5 $6.6M 248k 26.73
Goldman Sachs (GS) 0.5 $6.6M 9.4k 707.75
Veracyte (VCYT) 0.5 $6.6M 243k 27.03
Wingstop (WING) 0.5 $6.5M 19k 336.74
Celsius Holdings (CELH) 0.5 $6.3M 137k 46.39
Skyward Specialty Insurance Gr (SKWD) 0.5 $6.3M 109k 57.79
ServiceTitan (TTAN) 0.5 $6.3M 59k 107.18
Western Alliance Bancorporation (WAL) 0.5 $6.2M 80k 77.98
Pinnacle Financial Partners (PNFP) 0.5 $6.2M 56k 110.41
Costco Wholesale Corporation (COST) 0.5 $6.2M 6.2k 989.94
Howmet Aerospace (HWM) 0.5 $6.2M 33k 186.13
Boston Scientific Corporation (BSX) 0.5 $5.9M 55k 107.41
Bowhead Specialty Hldgs (BOW) 0.4 $5.8M 153k 37.53
Grid Dynamics Hldgs (GDYN) 0.4 $5.6M 488k 11.55
Global E Online (GLBE) 0.4 $5.6M 167k 33.54
Knight Swift Transn Hldgs (KNX) 0.4 $5.6M 127k 44.23
Goosehead Ins (GSHD) 0.4 $5.4M 52k 105.51
Vertiv Holdings Llc vertiv holdings (VRT) 0.4 $5.4M 42k 128.41
Progressive Corporation (PGR) 0.4 $5.2M 19k 266.86
TWFG (TWFG) 0.4 $5.1M 144k 35.00
Innodata Isogen (INOD) 0.4 $5.0M 97k 51.22
Ategrity Specialty In Co Ho (ASIC) 0.4 $5.0M 230k 21.52
Blend Labs (BLND) 0.4 $4.9M 1.5M 3.30
Biolife Solutions (BLFS) 0.4 $4.9M 229k 21.54
Si-bone (SIBN) 0.4 $4.8M 256k 18.82
Titan Machinery (TITN) 0.4 $4.8M 240k 19.81
Covenant Transportation (CVLG) 0.4 $4.7M 193k 24.11
Bridgewater Bancshares (BWB) 0.4 $4.6M 287k 15.91
Facebook Inc cl a (META) 0.3 $4.5M 6.1k 738.09
Jfrog (FROG) 0.3 $4.4M 100k 43.88
Servicenow (NOW) 0.3 $4.4M 4.2k 1028.08
Tesla Motors (TSLA) 0.3 $3.9M 12k 317.66
Alphabet Inc Class A cs (GOOGL) 0.3 $3.9M 22k 176.23
Arteris (AIP) 0.3 $3.8M 397k 9.53
Ceribell (CBLL) 0.3 $3.7M 199k 18.73
Visa (V) 0.3 $3.4M 9.4k 355.05
Quanta Services (PWR) 0.3 $3.3M 8.8k 378.08
Shopify Inc cl a (SHOP) 0.2 $3.2M 27k 115.35
Kura Sushi Usa Inc cl a (KRUS) 0.2 $3.1M 36k 86.08
Axon Enterprise (AXON) 0.2 $3.1M 3.7k 827.94
Applovin Corp Class A (APP) 0.2 $2.9M 8.3k 350.08
M-tron Inds (MPTI) 0.2 $2.9M 69k 42.00
MasterCard Incorporated (MA) 0.2 $2.8M 5.0k 561.94
Arm Holdings (ARM) 0.2 $2.7M 17k 161.74
Guidewire Software (GWRE) 0.2 $2.7M 12k 235.45
Tyler Technologies (TYL) 0.2 $2.6M 4.3k 592.84
Kornit Digital (KRNT) 0.2 $2.4M 120k 19.91
Spotify Technology Sa (SPOT) 0.2 $2.3M 3.0k 767.34
Caterpillar (CAT) 0.2 $1.9M 5.0k 388.21
Intuitive Surgical (ISRG) 0.1 $1.9M 3.5k 543.41
Weave Communications (WEAV) 0.1 $1.9M 229k 8.32
Carvana Co cl a (CVNA) 0.1 $1.9M 5.6k 336.96
Atlassian Corporation Cl A (TEAM) 0.1 $1.8M 9.1k 203.09
Toast (TOST) 0.1 $1.8M 41k 44.29
Owlet (OWLT) 0.1 $1.7M 197k 8.40
Proficient Auto Logistics In (PAL) 0.1 $1.6M 223k 7.26
salesforce (CRM) 0.1 $1.6M 5.7k 272.69
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $989k 1.9k 509.31
M-Tron Industries - Warrants WT (MPTI.WS) 0.0 $73k 71k 1.04