Next Century Growth Investors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.38B
Q ending 2026-03-31
Prior quarter
$1.44B
Q ending 2025-12-31
Change
-4.2% QoQ · +22.7% YoY
Positions
112
reported holdings
Largest positions
Top 100 of 112 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Astronics Corp | ATRO | Shares | $52.5M | 786K |
| Lincoln Educational Services | LINC | Shares | $42.3M | 1.0M |
| Alignment Healthcare | ALHC | Shares | $39.9M | 2.3M |
| Artivion Inc | AORT | Shares | $37.5M | 1.0M |
| Myr Group Inc | MYRG | Shares | $36.6M | 130K |
| Mirum Pharmaceuticals | MIRM | Shares | $35.6M | 386K |
| Universal Technical Institute | UTI | Shares | $34.5M | 955K |
| Xometry Inc | XMTR | Shares | $32.2M | 787K |
| Paymentus Holdings | PAY | Shares | $29.4M | 1.2M |
| Macom Technology Solutions Hol | MTSI | Shares | $28.9M | 130K |
| Axogen Inc | AXGN | Shares | $28.7M | 866K |
| Aehr Test Systems | AEHR | Shares | $28.0M | 755K |
| Sterling Infrastruture | STRL | Shares | $27.5M | 67K |
| Applied Optoelectronics | AAOI | Shares | $27.1M | 321K |
| Mama'S Creations | MAMA | Shares | $26.8M | 1.7M |
| Almonty Industries | ALM | Shares | $26.3M | 1.8M |
| Coherent Corp | COHR | Shares | $26.2M | 110K |
| Lattice Semiconductor Corp | LSCC | Shares | $25.9M | 280K |
| Alphatec Holdings Inc | ATEC | Shares | $25.8M | 2.4M |
| Ftai Aviation | Shares | $24.1M | 98K | |
| Global-E Online | Shares | $23.5M | 762K | |
| Carpenter Technology | CRS | Shares | $22.5M | 57K |
| Rbc Bearings Inc | RBC | Shares | $21.5M | 39K |
| Irhythm Holdings | IRTC | Shares | $20.0M | 169K |
| Apple Computer Inc | AAPL | Shares | $19.8M | 78K |
| Nvidia Corporation | NVDA | Shares | $19.7M | 113K |
| Ligand Pharmaceuticals | LGND | Shares | $19.1M | 96K |
| Park Aerospace | PKE | Shares | $18.4M | 672K |
| Ultra Clean Holdings | UCTT | Shares | $17.4M | 281K |
| Sitime Corp | SITM | Shares | $17.3M | 50K |
| Dutch Bros Inc | BROS | Shares | $16.9M | 333K |
| Heartflow | HTFL | Shares | $15.9M | 653K |
| Saia Inc | SAIA | Shares | $14.5M | 41K |
| Innodata Inc | INOD | Shares | $14.2M | 368K |
| Karman Holdings | KRMN | Shares | $13.7M | 171K |
| Legence Corp | LGN | Shares | $13.4M | 238K |
| Ollie'S Bargain Outlet | OLLI | Shares | $12.2M | 133K |
| Agilysys | AGYS | Shares | $11.4M | 160K |
| Tactile Systems | TCMD | Shares | $11.2M | 428K |
| Alphabet Inc-Cl A | GOOGL | Shares | $11.2M | 39K |
| Microsoft Corp. | MSFT | Shares | $11.1M | 30K |
| Modine Manufacturing | MOD | Shares | $10.9M | 50K |
| Applied Digital Corp | APLD | Shares | $10.3M | 432K |
| Terawulf Inc | WULF | Shares | $10.0M | 694K |
| Celsius Holdings | CELH | Shares | $9.8M | 277K |
| Arteris | AIP | Shares | $9.7M | 590K |
| Broadcom | AVGO | Shares | $9.7M | 31K |
| Transmedics Group Inc | TMDX | Shares | $9.6M | 96K |
| Frequency Electronics | FEIM | Shares | $9.6M | 216K |
| Kestra Medical Technology | Shares | $9.1M | 458K | |
| Knight-Swift Transportation Ho | KNX | Shares | $9.1M | 157K |
| Aaon Inc | AAON | Shares | $9.0M | 109K |
| Ichor Holdings | Shares | $8.7M | 187K | |
| Forgent Power Solutions | FPS | Shares | $8.5M | 290K |
| Jfrog | Shares | $8.4M | 179K | |
| Vertiv Holdings | VRT | Shares | $8.1M | 32K |
| Covenant Logistics Group | CVLG | Shares | $8.0M | 295K |
| Planet Labs Pbc | PL | Shares | $7.9M | 282K |
| Cava Group | CAVA | Shares | $7.4M | 92K |
| M-Tron Industries | MPTI | Shares | $7.2M | 108K |
| Orion Group Holdings | ORN | Shares | $7.2M | 657K |
| Loar Holdings | LOAR | Shares | $7.2M | 125K |
| Billiontoone | BLLN | Shares | $7.1M | 91K |
| Amazon.Com | AMZN | Shares | $7.1M | 34K |
| Adaptive Biotechnologies | ADPT | Shares | $7.0M | 504K |
| Adma Biologics | ADMA | Shares | $7.0M | 774K |
| Biolife Solutions | BLFS | Shares | $6.9M | 362K |
| Standardaero Inc | SARO | Shares | $6.8M | 263K |
| Goldman Sachs Group Com | GS | Shares | $6.5M | 8K |
| Terex Corp | TEX | Shares | $6.4M | 109K |
| Mp Materials Corp | MP | Shares | $6.2M | 128K |
| Howmet Aerospace | HWM | Shares | $6.1M | 26K |
| Bloom Energy Corp | BE | Shares | $6.1M | 45K |
| Bridgewater Bancshares | BWB | Shares | $5.9M | 334K |
| Silvaco Group | SVCO | Shares | $5.9M | 832K |
| Marten Transport | MRTN | Shares | $5.5M | 418K |
| Waystar Holdings | WAY | Shares | $5.2M | 217K |
| Meta Platforms, Inc. | META | Shares | $5.2M | 9K |
| Ge Vernova | GEV | Shares | $5.0M | 6K |
| Caterpillar | CAT | Shares | $5.0M | 7K |
| Vericel Corp | VCEL | Shares | $4.9M | 153K |
| Evolv Technologies | EVLV | Shares | $4.9M | 807K |
| Si-Bone Inc | SIBN | Shares | $4.8M | 384K |
| Equipmentshare.Com | EQPT | Shares | $4.6M | 227K |
| Applied Materials | AMAT | Shares | $4.6M | 13K |
| Ge Aerospace | GE | Shares | $4.5M | 16K |
| Insmed Inc | INSM | Shares | $4.3M | 26K |
| York Space Systems | YSS | Shares | $4.3M | 192K |
| Zeta Global | ZETA | Shares | $4.2M | 264K |
| Tesla Motors Inc | TSLA | Shares | $3.9M | 11K |
| Once Upon A Farm | OFRM | Shares | $3.9M | 238K |
| Axon Enterprise | AXON | Shares | $3.9M | 9K |
| Visa Inc | V | Shares | $3.8M | 13K |
| Pegasystems | PEGA | Shares | $3.5M | 82K |
| Crowdstrike Holdings Inc | CRWD | Shares | $3.4M | 9K |
| Kinsale Capital Group | KNSL | Shares | $3.3M | 10K |
| Limbach Holdings | LMB | Shares | $2.9M | 38K |
| Quanta Services | PWR | Shares | $2.9M | 5K |
| Shopify Inc | SHOP | Shares | $2.9M | 24K |
| Advanced Micro Devices | AMD | Shares | $2.6M | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.