Next Century Growth Investors as of Dec. 31, 2025
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 121 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Astronics Corporation (ATRO) | 4.0 | $58M | 1.1M | 54.24 | |
| Alphatec Holdings (ATEC) | 3.5 | $51M | 2.4M | 21.04 | |
| Xometry (XMTR) | 3.3 | $48M | 804k | 59.47 | |
| CryoLife (AORT) | 3.3 | $48M | 1.0M | 45.61 | |
| Alignment Healthcare (ALHC) | 3.2 | $46M | 2.3M | 19.75 | |
| Paymentus Holdings (PAY) | 2.6 | $37M | 1.2M | 31.59 | |
| Irhythm Technologies (IRTC) | 2.1 | $31M | 173k | 177.44 | |
| Universal Technical Institute (UTI) | 2.0 | $29M | 1.1M | 26.13 | |
| Mirum Pharmaceuticals (MIRM) | 2.0 | $29M | 368k | 78.99 | |
| Myr (MYRG) | 2.0 | $29M | 133k | 218.50 | |
| Axogen (AXGN) | 1.8 | $26M | 800k | 32.73 | |
| Sterling Construction Company (STRL) | 1.7 | $25M | 82k | 306.23 | |
| Ftai Aviation (FTAI) | 1.6 | $23M | 118k | 196.85 | |
| NVIDIA Corporation (NVDA) | 1.6 | $23M | 124k | 186.50 | |
| Lattice Semiconductor (LSCC) | 1.6 | $23M | 311k | 73.58 | |
| Mamamancini's Holdings (MAMA) | 1.6 | $23M | 1.7M | 13.49 | |
| Genedx Holdings Corp (WGS) | 1.6 | $23M | 173k | 130.06 | |
| Jfrog (FROG) | 1.6 | $22M | 358k | 62.46 | |
| Apple (AAPL) | 1.5 | $22M | 79k | 271.86 | |
| M/a (MTSI) | 1.5 | $22M | 126k | 171.28 | |
| Planet Labs Pbc Com Cl A (PL) | 1.5 | $21M | 1.1M | 19.72 | |
| Microsoft Corporation (MSFT) | 1.5 | $21M | 43k | 483.62 | |
| Coastal Finl Corp Wa (CCB) | 1.4 | $20M | 178k | 114.59 | |
| Adma Biologics (ADMA) | 1.4 | $20M | 1.1M | 18.24 | |
| Applied Blockchain (APLD) | 1.4 | $20M | 797k | 24.52 | |
| Lincoln Educational Services Corporation (LINC) | 1.3 | $19M | 791k | 24.15 | |
| Dutch Bros (BROS) | 1.3 | $19M | 309k | 61.22 | |
| Innodata Isogen (INOD) | 1.3 | $19M | 366k | 50.95 | |
| Carpenter Technology Corporation (CRS) | 1.3 | $18M | 59k | 314.84 | |
| Coherent Corp (COHR) | 1.3 | $18M | 100k | 184.57 | |
| Karman Hldgs (KRMN) | 1.2 | $17M | 232k | 73.17 | |
| RBC Bearings Incorporated (RBC) | 1.1 | $17M | 37k | 448.43 | |
| Almonty Inds (ALM) | 1.1 | $16M | 1.9M | 8.81 | |
| Applied Optoelectronics (AAOI) | 1.1 | $16M | 465k | 34.86 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.1 | $15M | 944k | 16.24 | |
| Penumbra (PEN) | 1.0 | $15M | 48k | 310.91 | |
| Sitime Corp (SITM) | 1.0 | $14M | 39k | 353.19 | |
| Terawulf (WULF) | 0.9 | $14M | 1.2M | 11.49 | |
| Kestra Med Technologie F (KMTS) | 0.9 | $12M | 466k | 26.52 | |
| Transmedics Group (TMDX) | 0.8 | $12M | 99k | 121.65 | |
| Amazon (AMZN) | 0.8 | $12M | 51k | 230.82 | |
| Frequency Electronics (FEIM) | 0.8 | $12M | 220k | 53.84 | |
| Celsius Holdings (CELH) | 0.8 | $11M | 248k | 45.74 | |
| Tactile Systems Technology, In (TCMD) | 0.8 | $11M | 390k | 29.00 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 0.8 | $11M | 526k | 21.34 | |
| Aehr Test Systems (AEHR) | 0.8 | $11M | 553k | 20.19 | |
| Broadcom (AVGO) | 0.8 | $11M | 32k | 346.10 | |
| Global E Online (GLBE) | 0.7 | $11M | 275k | 39.31 | |
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $11M | 34k | 313.00 | |
| Aaon (AAON) | 0.7 | $11M | 139k | 76.25 | |
| Legence Corp (LGN) | 0.7 | $10M | 242k | 43.04 | |
| Netskope (NTSK) | 0.7 | $10M | 578k | 17.54 | |
| Credo Technology Group Holding (CRDO) | 0.7 | $10M | 70k | 143.89 | |
| Saia (SAIA) | 0.7 | $10M | 31k | 326.52 | |
| Agilysys (AGYS) | 0.7 | $9.9M | 83k | 118.84 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.6 | $9.3M | 85k | 109.61 | |
| Centrus Energy Corp cl a (LEU) | 0.6 | $8.1M | 34k | 242.76 | |
| Owlet (OWLT) | 0.5 | $7.9M | 485k | 16.19 | |
| Waystar Holding Corp (WAY) | 0.5 | $7.8M | 237k | 32.75 | |
| Standardaero (SARO) | 0.5 | $7.7M | 269k | 28.68 | |
| Arteris (AIP) | 0.5 | $7.6M | 493k | 15.50 | |
| Zeta Global Holdings Corp (ZETA) | 0.5 | $7.6M | 373k | 20.35 | |
| Kinsale Cap Group (KNSL) | 0.5 | $7.0M | 18k | 391.12 | |
| Pegasystems (PEGA) | 0.5 | $7.0M | 117k | 59.72 | |
| Goldman Sachs (GS) | 0.5 | $6.8M | 7.8k | 879.00 | |
| Orion Marine (ORN) | 0.5 | $6.6M | 668k | 9.94 | |
| Mp Materials Corp (MP) | 0.5 | $6.6M | 131k | 50.52 | |
| Howmet Aerospace (HWM) | 0.5 | $6.6M | 32k | 205.02 | |
| Phathom Pharmaceuticals (PHAT) | 0.5 | $6.5M | 394k | 16.59 | |
| AeroVironment (AVAV) | 0.4 | $6.5M | 27k | 241.89 | |
| Figure Technology Solutio (FIGR) | 0.4 | $6.4M | 157k | 40.84 | |
| Biolife Solutions (BLFS) | 0.4 | $6.4M | 263k | 24.18 | |
| Optimizerx Ord (OPRX) | 0.4 | $6.2M | 505k | 12.26 | |
| Shopify Inc cl a (SHOP) | 0.4 | $6.1M | 38k | 160.97 | |
| Wingstop (WING) | 0.4 | $6.1M | 26k | 238.49 | |
| Facebook Inc cl a (META) | 0.4 | $6.1M | 9.2k | 660.09 | |
| Bridgewater Bancshares (BWB) | 0.4 | $5.9M | 339k | 17.53 | |
| Pagaya Technologies (PGY) | 0.4 | $5.9M | 284k | 20.90 | |
| Tat Technologies Ltd ord (TATT) | 0.4 | $5.9M | 132k | 44.66 | |
| Evolv Technologi (EVLV) | 0.4 | $5.9M | 821k | 7.16 | |
| M-tron Inds (MPTI) | 0.4 | $5.8M | 110k | 53.22 | |
| Snowflake Inc Cl A (SNOW) | 0.4 | $5.6M | 26k | 219.36 | |
| Applovin Corp Class A (APP) | 0.4 | $5.5M | 8.2k | 673.82 | |
| General Electric (GE) | 0.4 | $5.4M | 18k | 308.03 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.4 | $5.4M | 33k | 162.01 | |
| Personalis Ord (PSNL) | 0.3 | $5.0M | 624k | 7.96 | |
| Tesla Motors (TSLA) | 0.3 | $4.8M | 11k | 449.72 | |
| Ge Vernova (GEV) | 0.3 | $4.2M | 6.4k | 653.57 | |
| Robinhood Mkts (HOOD) | 0.3 | $4.2M | 37k | 113.10 | |
| Bloom Energy Corp (BE) | 0.3 | $4.0M | 46k | 86.89 | |
| Mongodb Inc. Class A (MDB) | 0.3 | $3.8M | 9.0k | 419.69 | |
| Axon Enterprise (AXON) | 0.3 | $3.7M | 6.4k | 567.93 | |
| Black Rock Coffee Bar (BRCB) | 0.2 | $3.6M | 162k | 22.25 | |
| Insmed (INSM) | 0.2 | $3.5M | 20k | 174.04 | |
| Visa (V) | 0.2 | $3.4M | 9.6k | 350.71 | |
| Procore Technologies (PCOR) | 0.2 | $3.3M | 45k | 72.74 | |
| Loar Holdings (LOAR) | 0.2 | $3.1M | 46k | 68.00 | |
| Impinj (PI) | 0.2 | $3.0M | 17k | 174.01 | |
| Ategrity Specialty In Co Ho (ASIC) | 0.2 | $3.0M | 144k | 21.01 | |
| Billiontoone Inc Cl A (BLLN) | 0.2 | $3.0M | 37k | 81.84 | |
| Limbach Hldgs (LMB) | 0.2 | $3.0M | 38k | 77.85 | |
| MasterCard Incorporated (MA) | 0.2 | $2.9M | 5.1k | 570.88 | |
| Caterpillar (CAT) | 0.2 | $2.9M | 5.0k | 572.87 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.8M | 13k | 214.16 | |
| Si-bone (SIBN) | 0.2 | $2.8M | 142k | 19.72 | |
| Beta Technologies Inc Com Shs Cl A (BETA) | 0.2 | $2.7M | 95k | 28.21 | |
| United States Antimony (UAMY) | 0.2 | $2.4M | 480k | 5.02 | |
| Carvana Co cl a (CVNA) | 0.2 | $2.4M | 5.6k | 422.02 | |
| Boeing Company (BA) | 0.2 | $2.4M | 11k | 217.12 | |
| Quanta Services (PWR) | 0.2 | $2.3M | 5.5k | 422.06 | |
| Roku (ROKU) | 0.2 | $2.2M | 21k | 108.49 | |
| Oracle Corporation (ORCL) | 0.2 | $2.2M | 11k | 194.91 | |
| Guidewire Software (GWRE) | 0.1 | $2.0M | 9.9k | 201.01 | |
| Servicenow (NOW) | 0.1 | $2.0M | 13k | 153.19 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | 2.2k | 862.34 | |
| Goosehead Ins (GSHD) | 0.1 | $1.9M | 26k | 73.65 | |
| Guardant Health (GH) | 0.1 | $1.9M | 19k | 102.14 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $1.8M | 3.8k | 468.76 | |
| Boston Scientific Corporation (BSX) | 0.1 | $972k | 10k | 95.35 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.0 | $400k | 31k | 13.12 | |
| M-Tron Industries - Warrants WT (MPTI.WS) | 0.0 | $28k | 28k | 1.00 |
