Next Century Growth Investors

Next Century Growth Investors as of Sept. 30, 2025

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 124 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Astronics Corporation (ATRO) 4.0 $55M 1.2M 45.61
CryoLife (AORT) 3.2 $44M 1.0M 42.34
Xometry (XMTR) 3.2 $44M 808k 54.47
Alignment Healthcare (ALHC) 2.9 $40M 2.3M 17.45
Universal Technical Institute (UTI) 2.6 $36M 1.1M 32.55
Paymentus Holdings (PAY) 2.6 $36M 1.2M 30.60
Myr (MYRG) 2.5 $34M 165k 208.03
Alphatec Holdings (ATEC) 2.4 $33M 2.3M 14.54
Irhythm Technologies (IRTC) 2.4 $33M 189k 171.99
Sterling Construction Company (STRL) 2.2 $31M 90k 339.68
Mirum Pharmaceuticals (MIRM) 1.9 $27M 361k 73.31
Genedx Holdings Corp (WGS) 1.8 $25M 234k 107.74
NVIDIA Corporation (NVDA) 1.7 $24M 128k 186.58
Planet Labs Pbc Com Cl A (PL) 1.7 $23M 1.8M 12.98
Microsoft Corporation (MSFT) 1.6 $22M 43k 517.95
Ollies Bargain Outlt Hldgs I (OLLI) 1.6 $22M 168k 128.40
M/a (MTSI) 1.5 $21M 165k 124.49
Pagaya Technologies (PGY) 1.4 $20M 661k 29.69
RBC Bearings Incorporated (RBC) 1.4 $19M 49k 390.29
Ftai Aviation (FTAI) 1.4 $19M 114k 166.86
Lattice Semiconductor (LSCC) 1.4 $19M 260k 73.32
Impinj (PI) 1.4 $19M 105k 180.75
Sitime Corp (SITM) 1.4 $19M 62k 301.31
Apple (AAPL) 1.3 $18M 72k 254.63
Lincoln Educational Services Corporation (LINC) 1.3 $18M 760k 23.50
Argan (AGX) 1.3 $18M 66k 270.05
Kinsale Cap Group (KNSL) 1.2 $17M 40k 425.26
Carpenter Technology Corporation (CRS) 1.2 $16M 64k 245.54
Apex Technology Acqui-cl A (AVPT) 1.1 $15M 1.0M 15.01
Limbach Hldgs (LMB) 1.1 $15M 155k 97.12
Saia (SAIA) 1.1 $15M 49k 299.36
Applied Blockchain (APLD) 1.0 $14M 610k 22.94
Mp Materials Corp (MP) 1.0 $14M 203k 67.07
Innodata Isogen (INOD) 1.0 $14M 176k 77.07
Penumbra (PEN) 1.0 $13M 52k 253.32
Dutch Bros (BROS) 0.9 $13M 248k 52.34
Jfrog (FROG) 0.9 $13M 274k 47.33
Credo Technology Group Holding (CRDO) 0.9 $13M 89k 145.61
Celsius Holdings (CELH) 0.9 $13M 221k 57.49
Mamamancini's Holdings (MAMA) 0.8 $12M 1.1M 10.51
Amazon (AMZN) 0.8 $11M 51k 219.57
Coherent Corp (COHR) 0.8 $11M 103k 107.72
Aaon (AAON) 0.8 $11M 117k 93.44
Broadcom (AVGO) 0.8 $11M 32k 329.91
Waystar Holding Corp (WAY) 0.8 $11M 277k 37.92
Elf Beauty (ELF) 0.7 $10M 77k 132.48
Toll Brothers (TOL) 0.7 $10M 73k 138.14
Karman Hldgs (KRMN) 0.7 $9.9M 137k 72.20
Bloom Energy Corp (BE) 0.7 $9.6M 114k 84.57
Alphabet Inc Class A cs (GOOGL) 0.7 $9.5M 39k 243.10
Terawulf (WULF) 0.6 $8.8M 772k 11.42
Agilysys (AGYS) 0.6 $8.8M 83k 105.25
Porch Group (PRCH) 0.6 $8.8M 522k 16.78
Coastal Finl Corp Wa (CCB) 0.6 $8.4M 78k 108.17
Aehr Test Systems (AEHR) 0.6 $8.3M 276k 30.11
Facebook Inc cl a (META) 0.6 $8.0M 11k 734.38
Adaptive Biotechnologies Cor (ADPT) 0.6 $7.9M 531k 14.96
AeroVironment (AVAV) 0.6 $7.8M 25k 314.89
American Superconductor (AMSC) 0.6 $7.6M 128k 59.39
Zeta Global Holdings Corp (ZETA) 0.5 $7.4M 374k 19.87
Global E Online (GLBE) 0.5 $7.1M 198k 35.76
Netskope 0.5 $7.0M 309k 22.73
Boeing Company (BA) 0.5 $7.0M 32k 215.83
Biolife Solutions (BLFS) 0.5 $6.7M 264k 25.51
Standardaero (SARO) 0.5 $6.7M 245k 27.29
Centrus Energy Corp cl a (LEU) 0.5 $6.6M 21k 310.07
Q2 Holdings (QTWO) 0.5 $6.5M 89k 72.39
Western Alliance Bancorporation (WAL) 0.5 $6.5M 75k 86.72
Blend Labs (BLND) 0.5 $6.4M 1.8M 3.65
Howmet Aerospace (HWM) 0.5 $6.3M 32k 196.23
Goldman Sachs (GS) 0.5 $6.2M 7.8k 796.35
ServiceTitan (TTAN) 0.4 $6.2M 61k 100.83
Transmedics Group (TMDX) 0.4 $6.1M 54k 112.20
Bridgewater Bancshares (BWB) 0.4 $6.0M 340k 17.60
Applovin Corp Class A (APP) 0.4 $5.9M 8.2k 718.54
Costco Wholesale Corporation (COST) 0.4 $5.8M 6.3k 925.63
Adma Biologics (ADMA) 0.4 $5.8M 396k 14.66
Snowflake Inc Cl A (SNOW) 0.4 $5.8M 26k 225.55
Shopify Inc cl a (SHOP) 0.4 $5.7M 38k 148.61
Orion Marine (ORN) 0.4 $5.6M 670k 8.32
Tesla Motors (TSLA) 0.4 $5.6M 13k 444.72
Park Aerospace Corp. Cmn Pke (PKE) 0.4 $5.5M 273k 20.34
Klaviyo Srs A Ord (KVYO) 0.4 $5.5M 199k 27.69
Great Lakes Dredge & Dock Corporation (GLDD) 0.4 $5.4M 447k 11.99
Alkami Technology (ALKT) 0.4 $5.4M 216k 24.84
Wingstop (WING) 0.4 $5.1M 20k 251.68
Arteris (AIP) 0.4 $5.0M 495k 10.10
Vertiv Holdings Llc vertiv holdings (VRT) 0.4 $5.0M 33k 150.86
Legence Corp 0.4 $4.9M 158k 30.81
M-tron Inds (MPTI) 0.4 $4.8M 87k 55.48
Evolv Technologi (EVLV) 0.4 $4.8M 638k 7.55
Goosehead Ins (GSHD) 0.3 $4.7M 63k 74.42
Ategrity Specialty In Co Ho (ASIC) 0.3 $4.5M 229k 19.77
Kestra Med Technologie F (KMTS) 0.3 $4.3M 183k 23.76
Optimizerx Ord (OPRX) 0.3 $4.3M 211k 20.50
TWFG (TWFG) 0.3 $3.9M 143k 27.44
Black Rock Coffee Bar 0.3 $3.7M 157k 23.86
Loar Holdings (LOAR) 0.3 $3.7M 46k 80.00
Quanta Services (PWR) 0.3 $3.7M 8.8k 414.42
Knight Swift Transn Hldgs (KNX) 0.3 $3.5M 89k 39.51
Owlet (OWLT) 0.3 $3.5M 410k 8.47
Visa (V) 0.2 $3.2M 9.5k 341.38
Oracle Corporation (ORCL) 0.2 $3.2M 11k 281.24
Kura Sushi Usa Inc cl a (KRUS) 0.2 $3.1M 52k 59.41
Servicenow (NOW) 0.2 $3.0M 3.2k 920.28
MasterCard Incorporated (MA) 0.2 $2.9M 5.1k 568.81
Mongodb Inc. Class A (MDB) 0.2 $2.8M 9.0k 310.38
Axon Enterprise (AXON) 0.2 $2.7M 3.7k 717.64
Guidewire Software (GWRE) 0.2 $2.7M 12k 229.86
Ge Vernova (GEV) 0.2 $2.6M 4.2k 614.90
Frequency Electronics (FEIM) 0.2 $2.5M 73k 33.91
Intapp (INTA) 0.2 $2.4M 60k 40.90
Robinhood Mkts (HOOD) 0.2 $2.4M 17k 143.18
Amprius Technologies (AMPX) 0.2 $2.4M 229k 10.52
Caterpillar (CAT) 0.2 $2.4M 5.0k 477.15
Insmed (INSM) 0.2 $2.3M 16k 144.01
Spotify Technology Sa (SPOT) 0.2 $2.1M 3.1k 698.00
Carvana Co cl a (CVNA) 0.2 $2.1M 5.6k 377.24
Netflix (NFLX) 0.1 $2.0M 1.6k 1198.92
Boston Scientific Corporation (BSX) 0.1 $1.9M 19k 97.63
Progressive Corporation (PGR) 0.1 $976k 4.0k 246.95
Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $957k 2.0k 490.38
Si-bone (SIBN) 0.0 $344k 23k 14.72
M-Tron Industries - Warrants WT (MPTI.WS) 0.0 $123k 70k 1.75