Next Century Growth Investors

Next Century Growth Investors as of June 30, 2026

Portfolio Holdings for Next Century Growth Investors

Next Century Growth Investors holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xometry (XMTR) 3.7 $70M 723k 96.52
Ligand Pharmaceuticals In (LGND) 3.3 $63M 199k 316.09
Alignment Healthcare (ALHC) 3.2 $60M 2.5M 23.81
Astronics Corporation (ATRO) 3.2 $60M 743k 81.26
Lincoln Educational Services Corporation (LINC) 3.1 $59M 1.2M 49.90
Mirum Pharmaceuticals (MIRM) 2.6 $49M 420k 117.07
Billiontoone Inc Cl A (BLLN) 2.3 $44M 365k 119.98
Global E Online (GLBE) 2.2 $41M 1.2M 34.73
Universal Technical Institute (UTI) 2.2 $41M 949k 42.77
Axogen (AXGN) 2.1 $40M 873k 46.19
Aehr Test Systems (AEHR) 2.1 $40M 411k 96.06
Agilysys (AGYS) 2.0 $38M 366k 104.50
Myr (MYRG) 2.0 $37M 74k 500.40
Park Aerospace Corp. Cmn Pke (PKE) 1.9 $37M 958k 38.16
Mamamancini's Holdings (MAMA) 1.9 $36M 2.0M 17.85
IPG Photonics Corporation (IPGP) 1.7 $32M 271k 117.32
Saia (SAIA) 1.7 $32M 75k 421.16
Ultra Clean Holdings (UCTT) 1.7 $31M 220k 142.59
RBC Bearings Incorporated (RBC) 1.6 $31M 48k 644.06
Guardant Health (GH) 1.6 $30M 201k 150.03
Ftai Aviation (FTAI) 1.5 $29M 107k 270.53
Knight Swift Transn Hldgs (KNX) 1.5 $29M 371k 77.87
Almonty Inds (ALM) 1.5 $29M 1.7M 16.56
Innodata Isogen (INOD) 1.5 $28M 366k 75.58
Vericel (VCEL) 1.4 $27M 613k 44.49
Forgent Power Solutions Inc Com Shs Cl A (FPS) 1.4 $26M 460k 55.86
Covenant Transportation (CVLG) 1.3 $24M 552k 44.18
M/a (MTSI) 1.3 $24M 64k 380.37
Carpenter Technology Corporation (CRS) 1.3 $24M 39k 616.84
NVIDIA Corporation (NVDA) 1.2 $23M 113k 200.09
Irhythm Technologies (IRTC) 1.2 $22M 187k 118.95
Sterling Construction Company (STRL) 1.2 $22M 26k 839.36
Lattice Semiconductor (LSCC) 1.1 $21M 140k 152.96
Alphabet Inc Class A cs (GOOGL) 1.1 $21M 60k 357.37
Arteris (AIP) 1.1 $21M 437k 48.59
Jfrog (FROG) 1.1 $21M 231k 90.88
Heartflow Inc/Sh (HTFL) 1.0 $20M 671k 29.34
Paymentus Holdings (PAY) 1.0 $19M 773k 24.16
Sitime Corp (SITM) 0.9 $18M 24k 745.56
Silvaco Group (SVCO) 0.9 $17M 1.3M 13.79
Dpc Holdings 0.9 $17M 347k 49.06
Orion Marine (ORN) 0.9 $17M 989k 16.82
Braze (BRZE) 0.9 $16M 747k 21.69
Ichor Holdings (ICHR) 0.8 $16M 143k 112.28
Biolife Solutions (BLFS) 0.8 $16M 559k 28.24
Ouster (OUST) 0.8 $16M 252k 62.52
Frequency Electronics (FEIM) 0.8 $15M 231k 66.35
Apple (AAPL) 0.8 $15M 52k 289.36
Dutch Bros (BROS) 0.8 $15M 204k 71.81
Tactile Systems Technology, In (TCMD) 0.8 $14M 480k 29.78
Aaon (AAON) 0.7 $14M 110k 126.86
Adaptive Biotechnologies Cor (ADPT) 0.7 $13M 610k 21.45
Digitalocean Hldgs (DOCN) 0.7 $13M 80k 157.03
M-tron Inds (MPTI) 0.7 $12M 124k 99.15
Marten Transport (MRTN) 0.6 $12M 699k 17.35
MaxLinear (MXL) 0.6 $12M 94k 128.03
Kestra Med Technologie F (KMTS) 0.6 $12M 459k 25.44
Astronics Corporation (ATROB) 0.6 $12M 152k 76.00
Broadcom (AVGO) 0.6 $11M 30k 377.75
Backblaze (BLZE) 0.6 $11M 688k 15.86
Modine Manufacturing (MOD) 0.6 $11M 41k 267.02
Willdan (WLDN) 0.5 $10M 126k 79.10
Velo3d (VELO) 0.5 $9.7M 553k 17.55
Si-bone (SIBN) 0.5 $9.6M 585k 16.32
Loar Holdings (LOAR) 0.5 $9.4M 117k 80.61
General Electric (GE) 0.5 $8.7M 23k 373.73
EquipmentShare.com (EQPT) 0.4 $8.4M 430k 19.66
Microsoft Corporation (MSFT) 0.4 $8.2M 22k 373.02
Karman Hldgs (KRMN) 0.4 $8.1M 162k 49.92
Applied Materials (AMAT) 0.4 $7.9M 11k 723.00
Goldman Sachs (GS) 0.4 $7.7M 7.6k 1011.37
Standardaero (SARO) 0.4 $7.5M 251k 29.91
Graham Corporation (GHM) 0.4 $7.5M 61k 123.79
Applied Optoelectronics (AAOI) 0.4 $7.4M 50k 148.16
Howmet Aerospace (HWM) 0.4 $7.1M 26k 268.86
Mp Materials Corp (MP) 0.4 $6.9M 123k 56.01
Bridgewater Bancshares (BWB) 0.4 $6.7M 318k 21.04
Crowdstrike Hldgs Inc cl a (CRWD) 0.4 $6.7M 8.7k 763.14
Terex Corporation (TEX) 0.3 $6.2M 85k 72.39
Once Upon A Farm Pbc (OFRM) 0.3 $6.1M 296k 20.48
Advanced Micro Devices (AMD) 0.3 $5.9M 10k 580.91
Vertiv Holdings Llc vertiv holdings (VRT) 0.3 $5.5M 17k 334.82
Ollies Bargain Outlt Hldgs I (OLLI) 0.3 $5.4M 70k 76.88
Caterpillar (CAT) 0.3 $5.3M 4.9k 1064.90
Planet Labs Pbc Com Cl A (PL) 0.3 $5.0M 152k 33.13
Kopin Corporation (KOPN) 0.3 $4.8M 1.1M 4.48
Shopify Inc cl a (SHOP) 0.2 $4.5M 40k 114.18
Facebook Inc cl a (META) 0.2 $4.3M 7.7k 563.29
Visa (V) 0.2 $4.3M 13k 343.09
Boost Run Cl A Ord 0.2 $4.1M 106k 38.81
Glaukos (GKOS) 0.2 $4.0M 29k 139.76
Cava Group Ord (CAVA) 0.2 $4.0M 51k 78.48
Unusual Machs (UMAC) 0.2 $3.9M 176k 22.30
Ge Vernova (GEV) 0.2 $3.8M 3.3k 1174.86
Quanta Services (PWR) 0.2 $3.8M 5.3k 720.04
Robinhood Mkts (HOOD) 0.2 $3.6M 36k 100.28
Coherent Corp (COHR) 0.2 $3.3M 8.4k 394.47
Axon Enterprise (AXON) 0.2 $2.8M 5.1k 560.61
Evolv Technologi (EVLV) 0.1 $2.8M 485k 5.80
Roku (ROKU) 0.1 $2.8M 20k 138.14
Insmed (INSM) 0.1 $2.8M 26k 106.62
Seagate Technology (STX) 0.1 $2.8M 2.9k 965.00
Limbach Hldgs (LMB) 0.1 $2.8M 36k 77.00
Asml Holding (ASML) 0.1 $2.7M 1.3k 1989.44
MasterCard Incorporated (MA) 0.1 $2.6M 5.0k 513.60
Arista Networks (ANET) 0.1 $2.5M 15k 169.88
Amazon (AMZN) 0.1 $2.4M 10k 238.34
Tesla Motors (TSLA) 0.1 $2.3M 5.4k 420.60
Marvell Technology (MRVL) 0.1 $2.2M 7.5k 297.89
Costco Wholesale Corporation (COST) 0.1 $2.1M 2.2k 935.47
Applovin Corp Class A (APP) 0.1 $2.0M 3.9k 515.23
Bloom Energy Corp (BE) 0.1 $1.8M 5.8k 302.70
Legacy Ed (LGCY) 0.0 $723k 62k 11.76