Next Century Growth Investors as of March 31, 2026
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 112 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Astronics Corporation (ATRO) | 3.8 | $53M | 786k | 66.73 | |
| Lincoln Educational Services Corporation (LINC) | 3.1 | $42M | 1.0M | 40.68 | |
| Alignment Healthcare (ALHC) | 2.9 | $40M | 2.3M | 17.62 | |
| CryoLife (AORT) | 2.7 | $38M | 1.0M | 36.62 | |
| Myr (MYRG) | 2.7 | $37M | 130k | 282.32 | |
| Mirum Pharmaceuticals (MIRM) | 2.6 | $36M | 386k | 92.38 | |
| Universal Technical Institute (UTI) | 2.5 | $35M | 955k | 36.10 | |
| Xometry (XMTR) | 2.3 | $32M | 787k | 40.84 | |
| Paymentus Holdings (PAY) | 2.1 | $29M | 1.2M | 25.40 | |
| M/a (MTSI) | 2.1 | $29M | 130k | 222.07 | |
| Axogen (AXGN) | 2.1 | $29M | 866k | 33.13 | |
| Aehr Test Systems (AEHR) | 2.0 | $28M | 755k | 37.08 | |
| Sterling Construction Company (STRL) | 2.0 | $28M | 67k | 407.27 | |
| Applied Optoelectronics (AAOI) | 2.0 | $27M | 321k | 84.59 | |
| Mamamancini's Holdings (MAMA) | 1.9 | $27M | 1.7M | 15.34 | |
| Almonty Inds (ALM) | 1.9 | $26M | 1.8M | 14.48 | |
| Coherent Corp (COHR) | 1.9 | $26M | 110k | 238.21 | |
| Lattice Semiconductor (LSCC) | 1.9 | $26M | 280k | 92.76 | |
| Alphatec Holdings (ATEC) | 1.9 | $26M | 2.4M | 10.88 | |
| Ftai Aviation (FTAI) | 1.7 | $24M | 98k | 245.00 | |
| Global E Online (GLBE) | 1.7 | $24M | 762k | 30.85 | |
| Carpenter Technology Corporation (CRS) | 1.6 | $23M | 57k | 394.15 | |
| RBC Bearings Incorporated (RBC) | 1.6 | $22M | 40k | 543.12 | |
| Irhythm Technologies (IRTC) | 1.4 | $20M | 169k | 118.02 | |
| Apple (AAPL) | 1.4 | $20M | 78k | 253.79 | |
| NVIDIA Corporation (NVDA) | 1.4 | $20M | 113k | 174.40 | |
| Ligand Pharmaceuticals In (LGND) | 1.4 | $19M | 96k | 199.65 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 1.3 | $18M | 672k | 27.38 | |
| Ultra Clean Holdings (UCTT) | 1.3 | $17M | 281k | 62.18 | |
| Sitime Corp (SITM) | 1.3 | $17M | 50k | 345.35 | |
| Dutch Bros (BROS) | 1.2 | $17M | 333k | 50.66 | |
| Heartflow Inc/Sh (HTFL) | 1.2 | $16M | 653k | 24.33 | |
| Saia (SAIA) | 1.0 | $15M | 41k | 351.28 | |
| Innodata Isogen (INOD) | 1.0 | $14M | 368k | 38.62 | |
| Karman Hldgs (KRMN) | 1.0 | $14M | 171k | 80.05 | |
| Legence Corp (LGN) | 1.0 | $13M | 238k | 56.46 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.9 | $12M | 133k | 92.04 | |
| Agilysys (AGYS) | 0.8 | $11M | 161k | 71.14 | |
| Tactile Systems Technology, In (TCMD) | 0.8 | $11M | 428k | 26.13 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $11M | 39k | 287.56 | |
| Microsoft Corporation (MSFT) | 0.8 | $11M | 30k | 370.17 | |
| Modine Manufacturing (MOD) | 0.8 | $11M | 50k | 216.71 | |
| Applied Blockchain (APLD) | 0.7 | $10M | 432k | 23.74 | |
| Terawulf (WULF) | 0.7 | $10M | 695k | 14.43 | |
| Celsius Holdings (CELH) | 0.7 | $9.8M | 277k | 35.48 | |
| Arteris (AIP) | 0.7 | $9.7M | 590k | 16.44 | |
| Broadcom (AVGO) | 0.7 | $9.7M | 31k | 309.51 | |
| Transmedics Group (TMDX) | 0.7 | $9.6M | 96k | 99.41 | |
| Frequency Electronics (FEIM) | 0.7 | $9.6M | 216k | 44.26 | |
| Kestra Med Technologie F (KMTS) | 0.7 | $9.1M | 458k | 19.93 | |
| Knight Swift Transn Hldgs (KNX) | 0.7 | $9.1M | 158k | 57.58 | |
| Aaon (AAON) | 0.7 | $9.0M | 109k | 82.75 | |
| Ichor Holdings (ICHR) | 0.6 | $8.7M | 187k | 46.61 | |
| Forgent Power Solutions Inc Com Shs Cl A (FPS) | 0.6 | $8.5M | 290k | 29.27 | |
| Jfrog (FROG) | 0.6 | $8.4M | 179k | 46.93 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.6 | $8.1M | 32k | 250.58 | |
| Covenant Transportation (CVLG) | 0.6 | $8.0M | 295k | 27.15 | |
| Planet Labs Pbc Com Cl A (PL) | 0.6 | $7.9M | 282k | 27.95 | |
| Cava Group Ord (CAVA) | 0.5 | $7.4M | 92k | 80.90 | |
| M-tron Inds (MPTI) | 0.5 | $7.2M | 108k | 66.85 | |
| Orion Marine (ORN) | 0.5 | $7.2M | 657k | 10.90 | |
| Loar Holdings (LOAR) | 0.5 | $7.2M | 125k | 57.29 | |
| Billiontoone Inc Cl A (BLLN) | 0.5 | $7.1M | 91k | 78.94 | |
| Amazon (AMZN) | 0.5 | $7.1M | 34k | 208.27 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.5 | $7.0M | 504k | 13.88 | |
| Adma Biologics (ADMA) | 0.5 | $7.0M | 774k | 9.01 | |
| Biolife Solutions (BLFS) | 0.5 | $6.9M | 362k | 19.08 | |
| Standardaero (SARO) | 0.5 | $6.8M | 263k | 25.83 | |
| Goldman Sachs (GS) | 0.5 | $6.5M | 7.6k | 845.99 | |
| Terex Corporation (TEX) | 0.5 | $6.4M | 109k | 59.10 | |
| Mp Materials Corp (MP) | 0.4 | $6.2M | 128k | 48.26 | |
| Howmet Aerospace (HWM) | 0.4 | $6.1M | 26k | 230.46 | |
| Bloom Energy Corp (BE) | 0.4 | $6.1M | 45k | 135.49 | |
| Bridgewater Bancshares (BWB) | 0.4 | $5.9M | 334k | 17.70 | |
| Silvaco Group (SVCO) | 0.4 | $5.9M | 832k | 7.08 | |
| Marten Transport (MRTN) | 0.4 | $5.5M | 418k | 13.13 | |
| Waystar Holding Corp (WAY) | 0.4 | $5.2M | 217k | 24.11 | |
| Facebook Inc cl a (META) | 0.4 | $5.2M | 9.0k | 572.13 | |
| Ge Vernova (GEV) | 0.4 | $5.0M | 5.7k | 872.90 | |
| Caterpillar (CAT) | 0.4 | $5.0M | 7.0k | 708.46 | |
| Vericel (VCEL) | 0.4 | $4.9M | 153k | 32.17 | |
| Evolv Technologi (EVLV) | 0.4 | $4.9M | 807k | 6.05 | |
| Si-bone (SIBN) | 0.4 | $4.8M | 384k | 12.63 | |
| EquipmentShare.com | 0.3 | $4.6M | 227k | 20.37 | |
| Applied Materials (AMAT) | 0.3 | $4.6M | 13k | 341.79 | |
| General Electric (GE) | 0.3 | $4.5M | 16k | 283.77 | |
| Insmed (INSM) | 0.3 | $4.3M | 26k | 163.52 | |
| York Space Systems | 0.3 | $4.3M | 192k | 22.17 | |
| Zeta Global Holdings Corp (ZETA) | 0.3 | $4.2M | 264k | 15.92 | |
| Tesla Motors (TSLA) | 0.3 | $3.9M | 11k | 371.75 | |
| Once Upon A Farm Pbc (OFRM) | 0.3 | $3.9M | 238k | 16.35 | |
| Axon Enterprise (AXON) | 0.3 | $3.9M | 9.1k | 424.69 | |
| Visa (V) | 0.3 | $3.8M | 13k | 302.24 | |
| Pegasystems (PEGA) | 0.3 | $3.5M | 82k | 42.56 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $3.4M | 8.7k | 390.41 | |
| Kinsale Cap Group (KNSL) | 0.2 | $3.3M | 9.6k | 341.66 | |
| Limbach Hldgs (LMB) | 0.2 | $2.9M | 38k | 78.05 | |
| Quanta Services (PWR) | 0.2 | $2.9M | 5.3k | 549.02 | |
| Shopify Inc cl a (SHOP) | 0.2 | $2.9M | 25k | 118.62 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.6M | 13k | 203.43 | |
| MasterCard Incorporated (MA) | 0.2 | $2.5M | 5.0k | 499.66 | |
| Robinhood Mkts (HOOD) | 0.2 | $2.5M | 36k | 69.30 | |
| Guardant Health (GH) | 0.2 | $2.5M | 27k | 92.37 | |
| Centrus Energy Corp cl a (LEU) | 0.2 | $2.5M | 14k | 173.59 | |
| Palantir Technologies (PLTR) | 0.2 | $2.3M | 16k | 146.28 | |
| Wingstop (WING) | 0.2 | $2.3M | 15k | 154.97 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | 2.2k | 996.43 | |
| Applovin Corp Class A (APP) | 0.1 | $1.9M | 4.9k | 398.00 | |
| Roku (ROKU) | 0.1 | $1.9M | 20k | 94.62 | |
| Seagate Technology (STX) | 0.1 | $1.9M | 4.7k | 391.76 | |
| Carvana Co cl a (CVNA) | 0.1 | $1.7M | 5.5k | 314.38 | |
| Kopin Corporation (KOPN) | 0.0 | $534k | 237k | 2.25 |