Next Century Growth Investors as of Dec. 31, 2016
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 147 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Healthequity (HQY) | 3.0 | $49M | 1.2M | 40.52 | |
| MarketAxess Holdings (MKTX) | 2.8 | $45M | 306k | 146.92 | |
| Shopify Inc cl a (SHOP) | 2.8 | $45M | 1.0M | 42.87 | |
| Abiomed | 2.7 | $45M | 397k | 112.68 | |
| U.s. Concrete Inc Cmn | 2.3 | $37M | 565k | 65.50 | |
| CoStar (CSGP) | 2.2 | $35M | 187k | 188.49 | |
| Nevro (NVRO) | 2.1 | $35M | 479k | 72.66 | |
| Wageworks | 2.1 | $35M | 478k | 72.50 | |
| Proofpoint | 2.1 | $34M | 485k | 70.65 | |
| Stamps | 2.1 | $34M | 296k | 114.65 | |
| Knight Transportation | 2.0 | $33M | 1000k | 33.05 | |
| Dycom Industries (DY) | 1.9 | $31M | 391k | 80.29 | |
| Quotient Technology | 1.9 | $31M | 2.9M | 10.75 | |
| Eagle Materials (EXP) | 1.8 | $30M | 305k | 98.53 | |
| Cognex Corporation (CGNX) | 1.7 | $28M | 433k | 63.62 | |
| Ultimate Software | 1.6 | $26M | 144k | 182.34 | |
| Apogee Enterprises (APOG) | 1.6 | $26M | 490k | 53.56 | |
| Five Below (FIVE) | 1.5 | $24M | 603k | 39.96 | |
| Glaukos (GKOS) | 1.5 | $24M | 705k | 34.30 | |
| Oclaro | 1.4 | $23M | 2.6M | 8.95 | |
| Inphi Corporation | 1.4 | $23M | 507k | 44.62 | |
| Guidewire Software (GWRE) | 1.4 | $22M | 455k | 49.33 | |
| NeoGenomics (NEO) | 1.4 | $22M | 2.6M | 8.57 | |
| Summit Matls Inc cl a (SUM) | 1.3 | $21M | 889k | 23.79 | |
| Old Dominion Freight Line (ODFL) | 1.3 | $21M | 242k | 85.79 | |
| Zeltiq Aesthetics | 1.2 | $20M | 450k | 43.52 | |
| Five9 (FIVN) | 1.2 | $19M | 1.4M | 14.19 | |
| Q2 Holdings (QTWO) | 1.2 | $19M | 660k | 28.85 | |
| Zoe's Kitchen | 1.1 | $18M | 765k | 23.99 | |
| 8x8 (EGHT) | 1.1 | $18M | 1.3M | 14.30 | |
| Horizon Pharma | 1.1 | $18M | 1.1M | 16.18 | |
| Mindbody | 1.1 | $17M | 818k | 21.30 | |
| Ligand Pharmaceuticals In (LGND) | 1.1 | $17M | 169k | 101.61 | |
| Kinsale Cap Group (KNSL) | 1.0 | $17M | 494k | 34.01 | |
| Align Technology (ALGN) | 1.0 | $16M | 170k | 96.13 | |
| Veeva Sys Inc cl a (VEEV) | 1.0 | $16M | 403k | 40.70 | |
| Cardiovascular Systems | 1.0 | $16M | 658k | 24.21 | |
| Inogen (INGN) | 1.0 | $16M | 239k | 67.17 | |
| NxStage Medical | 0.9 | $15M | 566k | 26.21 | |
| Coherent | 0.9 | $15M | 106k | 137.38 | |
| Casey's General Stores (CASY) | 0.9 | $15M | 123k | 118.88 | |
| Essent (ESNT) | 0.9 | $14M | 433k | 32.37 | |
| Ellie Mae | 0.8 | $14M | 166k | 83.68 | |
| Lgi Homes (LGIH) | 0.8 | $14M | 476k | 28.73 | |
| Electronics For Imaging | 0.8 | $14M | 310k | 43.86 | |
| Granite Construction (GVA) | 0.8 | $13M | 243k | 55.00 | |
| Monolithic Power Systems (MPWR) | 0.8 | $13M | 157k | 81.93 | |
| M/a (MTSI) | 0.8 | $13M | 279k | 46.28 | |
| Box Inc cl a (BOX) | 0.8 | $13M | 929k | 13.86 | |
| Hubspot (HUBS) | 0.8 | $12M | 262k | 47.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.8 | $12M | 126k | 97.06 | |
| SLM Corporation (SLM) | 0.7 | $12M | 1.1M | 11.02 | |
| Euronet Worldwide (EEFT) | 0.7 | $12M | 166k | 72.43 | |
| Marten Transport (MRTN) | 0.7 | $12M | 503k | 23.30 | |
| Lyon William Homes cl a | 0.7 | $11M | 593k | 19.03 | |
| Boingo Wireless | 0.7 | $11M | 906k | 12.19 | |
| Xactly | 0.7 | $11M | 988k | 11.00 | |
| Rsp Permian | 0.6 | $11M | 234k | 44.62 | |
| Accelr8 Technology | 0.6 | $9.7M | 468k | 20.75 | |
| Wingstop (WING) | 0.6 | $9.6M | 324k | 29.59 | |
| Trex Company (TREX) | 0.6 | $8.9M | 139k | 64.40 | |
| Sportsmans Whse Hldgs (SPWH) | 0.6 | $9.0M | 960k | 9.39 | |
| Everbridge, Inc. Cmn (EVBG) | 0.6 | $8.9M | 485k | 18.45 | |
| Astec Industries (ASTE) | 0.5 | $8.8M | 131k | 67.46 | |
| Penumbra (PEN) | 0.5 | $8.9M | 139k | 63.80 | |
| Kansas City Southern | 0.5 | $8.5M | 100k | 84.84 | |
| Acacia Communications | 0.5 | $8.5M | 137k | 61.74 | |
| Neff Corp-class A | 0.5 | $7.6M | 537k | 14.10 | |
| D.R. Horton (DHI) | 0.4 | $7.2M | 262k | 27.33 | |
| Amazon (AMZN) | 0.4 | $6.6M | 8.9k | 749.86 | |
| On Assignment | 0.4 | $6.6M | 150k | 44.16 | |
| Primoris Services (PRIM) | 0.4 | $6.7M | 296k | 22.78 | |
| Habit Restaurants Inc/the-a | 0.4 | $6.3M | 365k | 17.25 | |
| Talend S A ads | 0.4 | $6.4M | 289k | 22.20 | |
| Apple (AAPL) | 0.4 | $6.3M | 54k | 115.81 | |
| MarineMax (HZO) | 0.4 | $6.1M | 317k | 19.35 | |
| Paycom Software (PAYC) | 0.4 | $6.2M | 137k | 45.48 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.4 | $6.2M | 217k | 28.45 | |
| NVIDIA Corporation (NVDA) | 0.4 | $6.0M | 57k | 106.73 | |
| Titan International (TWI) | 0.4 | $6.1M | 542k | 11.21 | |
| Axogen (AXGN) | 0.4 | $6.1M | 673k | 9.00 | |
| Quanta Services (PWR) | 0.4 | $5.8M | 166k | 34.85 | |
| Covenant Transportation (CVLG) | 0.4 | $5.9M | 305k | 19.34 | |
| Diamondback Energy (FANG) | 0.4 | $5.9M | 58k | 101.06 | |
| USA Technologies | 0.3 | $5.6M | 1.3M | 4.30 | |
| Medpace Hldgs (MEDP) | 0.3 | $5.7M | 159k | 36.07 | |
| WABCO Holdings | 0.3 | $5.4M | 51k | 106.14 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $5.4M | 21k | 254.90 | |
| American Woodmark Corporation (AMWD) | 0.3 | $5.1M | 68k | 75.24 | |
| K2m Group Holdings | 0.3 | $4.7M | 236k | 20.04 | |
| Apptio Inc cl a | 0.3 | $4.7M | 255k | 18.53 | |
| Impinj (PI) | 0.3 | $4.6M | 131k | 35.34 | |
| Tactile Systems Technology, In (TCMD) | 0.3 | $4.4M | 266k | 16.41 | |
| At Home Group | 0.3 | $4.3M | 293k | 14.63 | |
| Facebook Inc cl a (META) | 0.2 | $4.1M | 35k | 115.03 | |
| Edwards Lifesciences (EW) | 0.2 | $3.9M | 42k | 93.69 | |
| Kona Grill | 0.2 | $4.0M | 316k | 12.55 | |
| Microsoft Corporation (MSFT) | 0.2 | $3.7M | 60k | 62.13 | |
| MasterCard Incorporated (MA) | 0.2 | $3.7M | 36k | 103.24 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.7M | 36k | 102.94 | |
| SPS Commerce (SPSC) | 0.2 | $3.7M | 54k | 69.89 | |
| TechTarget (TTGT) | 0.2 | $3.8M | 440k | 8.53 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $3.7M | 4.8k | 771.66 | |
| Costco Wholesale Corporation (COST) | 0.2 | $3.7M | 23k | 160.09 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.7M | 35k | 103.66 | |
| O'reilly Automotive (ORLY) | 0.2 | $3.6M | 13k | 278.34 | |
| Primo Water Corporation | 0.2 | $3.7M | 298k | 12.28 | |
| Monster Beverage Corp (MNST) | 0.2 | $3.6M | 81k | 44.34 | |
| Wal-Mart Stores (WMT) | 0.2 | $3.4M | 49k | 69.11 | |
| Visa (V) | 0.2 | $3.5M | 44k | 78.01 | |
| Humana (HUM) | 0.2 | $3.4M | 17k | 204.00 | |
| FedEx Corporation (FDX) | 0.2 | $3.2M | 17k | 186.18 | |
| Goldman Sachs (GS) | 0.2 | $3.1M | 13k | 239.43 | |
| Irhythm Technologies (IRTC) | 0.2 | $3.0M | 101k | 30.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.7M | 3.5k | 792.45 | |
| Equifax (EFX) | 0.1 | $2.4M | 20k | 118.21 | |
| priceline.com Incorporated | 0.1 | $2.4M | 1.6k | 1465.72 | |
| Dex (DXCM) | 0.1 | $2.4M | 41k | 59.68 | |
| IRIDEX Corporation (IRIX) | 0.1 | $2.5M | 175k | 14.06 | |
| Limbach Hldgs (LMB) | 0.1 | $2.5M | 175k | 14.10 | |
| Celgene Corporation | 0.1 | $2.2M | 19k | 115.72 | |
| Calavo Growers (CVGW) | 0.1 | $2.3M | 37k | 61.38 | |
| Paylocity Holding Corporation (PCTY) | 0.1 | $2.3M | 75k | 30.00 | |
| Amber Road | 0.1 | $2.3M | 253k | 9.08 | |
| Vulcan Materials Company (VMC) | 0.1 | $2.1M | 17k | 125.09 | |
| Intuitive Surgical (ISRG) | 0.1 | $2.1M | 3.3k | 634.08 | |
| Schlumberger (SLB) | 0.1 | $2.1M | 25k | 83.95 | |
| Wynn Resorts (WYNN) | 0.1 | $2.1M | 25k | 86.51 | |
| salesforce (CRM) | 0.1 | $2.1M | 30k | 68.44 | |
| Celadon (CGIP) | 0.1 | $2.1M | 292k | 7.15 | |
| Planet Payment | 0.1 | $2.1M | 509k | 4.08 | |
| Mazor Robotics Ltd. equities | 0.1 | $2.1M | 94k | 21.91 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $2.2M | 486k | 4.45 | |
| Entellus Medical Cm | 0.1 | $2.1M | 110k | 18.96 | |
| Intuit (INTU) | 0.1 | $1.9M | 17k | 114.59 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | 4.5k | 366.88 | |
| Netflix (NFLX) | 0.1 | $1.5M | 12k | 123.74 | |
| Equinix (EQIX) | 0.1 | $1.5M | 4.2k | 357.38 | |
| United Rentals (URI) | 0.1 | $1.1M | 11k | 105.49 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | 19k | 55.52 | |
| Nike (NKE) | 0.1 | $1.0M | 20k | 50.83 | |
| Under Armour (UAA) | 0.1 | $1.0M | 35k | 29.03 | |
| Lululemon Athletica (LULU) | 0.1 | $1.1M | 16k | 64.93 | |
| Exa | 0.1 | $940k | 61k | 15.35 | |
| BHP Billiton (BHP) | 0.0 | $507k | 14k | 35.74 | |
| BlackRock (BLK) | 0.0 | $259k | 682.00 | 379.77 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $180k | 4.3k | 42.31 |
