Q4 2024 · 13F-HR
NEXT CENTURY GROWTH INVESTORS LLCholdings as filed
Filed 2025-02-13 · accession 0001134007-25-000002
$1.33B
Reported value
130
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 70439P108 | PAY | Paymentus Holdings | $42.1M | 3.15% | 1,287,824 | Common | SOLE |
| 698884103 | PAR | Par Technology | $37.7M | 2.82% | 518,554 | Common | SOLE |
| 39813G109 | GDYN | Grid Dynamics Holdings Inc. | $36.1M | 2.70% | 1,622,226 | Common | SOLE |
| 92346J108 | VCEL | Vericel Corp | $28.9M | 2.16% | 525,816 | Common | SOLE |
| 00091G104 | ACVA | ACV Auctions | $28.5M | 2.14% | 1,320,228 | Common | SOLE |
| 78709Y105 | SAIA | Saia Inc | $26.3M | 1.97% | 57,772 | Common | SOLE |
| 913915104 | UTI | Universal Technical Institute | $25.5M | 1.91% | 991,752 | Common | SOLE |
| 046433108 | ATRO | Astronics Corp | $24.5M | 1.84% | 1,537,925 | Common | SOLE |
| 70435P102 | — | Paycor HCM | $24.1M | 1.81% | 1,298,113 | Common | SOLE |
| 81663L200 | WGS | GeneDx Holding Corp | $24.0M | 1.80% | 312,014 | Common | SOLE |
| 74276L105 | PRCT | Procept Biorobotics | $23.1M | 1.73% | 286,937 | Common | SOLE |
| 92337F107 | VCYT | Veracyte Inc | $22.9M | 1.71% | 577,684 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc | $22.6M | 1.69% | 151,610 | Common | SOLE |
| 74736L109 | QTWO | Q2 Holdings | $21.0M | 1.57% | 208,668 | Common | SOLE |
| 75524B104 | RBC | RBC Bearings Inc | $19.6M | 1.47% | 65,589 | Common | SOLE |
| M5216V106 | GLBE | Global-E Online | $19.5M | 1.46% | 358,075 | Common | SOLE |
| 00847J105 | AGYS | Agilysys | $19.3M | 1.45% | 146,445 | Common | SOLE |
| 74874Q100 | QNST | Quinstreet Inc | $18.9M | 1.42% | 819,630 | Common | SOLE |
| 55405Y100 | MTSI | MACOM Technology Solutions Hol | $18.8M | 1.41% | 144,367 | Common | SOLE |
| 037833100 | AAPL | Apple Computer Inc | $18.6M | 1.39% | 74,141 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $18.5M | 1.39% | 416,567 | Common | SOLE |
| 859241101 | STRL | Sterling Infrastruture | $18.3M | 1.37% | 108,472 | Common | SOLE |
| 681116109 | OLLI | Ollie's Bargain Outlet | $17.8M | 1.33% | 162,136 | Common | SOLE |
| 000360206 | AAON | Aaon Inc | $17.6M | 1.32% | 149,467 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $17.5M | 1.31% | 41,404 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $17.4M | 1.31% | 326,997 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corporation | $17.0M | 1.28% | 126,756 | Common | SOLE |
| G2717B108 | — | Cushman and Wakefield | $16.6M | 1.24% | 1,267,607 | Common | SOLE |
| G3730v105 | — | FTAI Aviation | $16.1M | 1.21% | 112,009 | Common | SOLE |
| 457642205 | INOD | Innodata Inc | $15.9M | 1.19% | 403,289 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp | $15.9M | 1.19% | 167,867 | Common | SOLE |
| 01644J108 | ALKT | Alkami Technology | $15.5M | 1.16% | 421,623 | Common | SOLE |
| 49714P108 | KNSL | Kinsale Capital Group | $15.3M | 1.15% | 32,974 | Common | SOLE |
| 228903100 | AORT | Artivion Inc | $14.1M | 1.06% | 492,653 | Common | SOLE |
| 26701L100 | BROS | Dutch Bros Inc | $14.0M | 1.05% | 267,309 | Common | SOLE |
| 518415104 | LSCC | Lattice Semiconductor Corp | $13.8M | 1.04% | 244,017 | Common | SOLE |
| 302492103 | FLYW | Flywire Corporation | $13.7M | 1.03% | 664,779 | Common | SOLE |
| 358039105 | FRPT | Freshpet | $13.7M | 1.03% | 92,435 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings | $13.4M | 1.00% | 156,350 | Common | SOLE |
| 632307104 | NTRA | Natera Inc | $13.4M | 1.00% | 84,362 | Common | SOLE |
| 428291108 | HXL | Hexcel Corp | $12.7M | 0.95% | 203,096 | Common | SOLE |
| 023135106 | AMZN | Amazon.Com | $12.6M | 0.95% | 57,658 | Common | SOLE |
| 957638109 | WAL | Western Alliance Bancorp | $12.5M | 0.94% | 150,029 | Common | SOLE |
| 946784105 | WAY | Waystar Holdings | $12.0M | 0.90% | 326,592 | Common | SOLE |
| 01625V104 | ALHC | Alignment Healthcare | $11.5M | 0.86% | 1,018,045 | Common | SOLE |
| 705573103 | PEGA | Pegasystems | $10.9M | 0.81% | 116,439 | Common | SOLE |
| 533535100 | LINC | Lincoln Educational Services | $10.5M | 0.79% | 664,148 | Common | SOLE |
| 144285103 | CRS | Carpenter Technology | $10.4M | 0.78% | 61,458 | Common | SOLE |
| 053604104 | AVPT | Avepoint Inc | $10.0M | 0.75% | 608,340 | Common | SOLE |
| M84137104 | SMWB | SimilarWeb | $9.9M | 0.74% | 699,128 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc-Cl A | $9.8M | 0.74% | 51,939 | Common | SOLE |
| 98423F109 | XMTR | Xometry Inc | $9.6M | 0.72% | 225,899 | Common | SOLE |
| 124411109 | BY | Byline Bancorp | $9.6M | 0.72% | 330,983 | Common | SOLE |
| 72346Q104 | — | Pinnacle Financial | $9.5M | 0.71% | 82,712 | Common | SOLE |
| M6372Q113 | KRNT | Kornit Digital Ltd | $9.4M | 0.70% | 303,497 | Common | SOLE |
| 53947R105 | LOAR | Loar Holdings | $9.2M | 0.69% | 123,825 | Common | SOLE |
| 499049104 | KNX | Knight-Swift Transportation Ho | $9.0M | 0.68% | 170,466 | Common | SOLE |
| 02081G201 | ATEC | Alphatec Holdings Inc | $9.0M | 0.68% | 982,093 | Common | SOLE |
| 45827U109 | INTA | Intapp | $8.8M | 0.66% | 137,177 | Common | SOLE |
| 974155103 | WING | Wingstop | $8.3M | 0.62% | 29,131 | Common | SOLE |
| 09062W204 | BLFS | Biolife Solutions | $8.1M | 0.60% | 310,658 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $7.9M | 0.59% | 13,424 | Common | SOLE |
| 40171V100 | GWRE | Guidewire Software | $7.7M | 0.58% | 45,944 | Common | SOLE |
| 81686C104 | 628 | SEMrush Holdings | $7.7M | 0.58% | 646,706 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding | $7.7M | 0.57% | 114,066 | Common | SOLE |
| 88160R101 | TSLA | Tesla Motors Inc | $7.6M | 0.57% | 18,931 | Common | SOLE |
| 390607109 | GLDD | Great Lakes Dredge & Doc | $7.5M | 0.56% | 667,465 | Common | SOLE |
| 56146T103 | MAMA | Mama's Creations | $7.5M | 0.56% | 945,509 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software | $7.4M | 0.55% | 22,194 | Common | SOLE |
| 875372203 | TNDM | Tandem Diabetes Care | $7.3M | 0.54% | 201,839 | Common | SOLE |
| 42226A107 | HQY | HealthEquity | $7.2M | 0.54% | 75,521 | Common | SOLE |
| H5919C104 | ONON | On Holdings AG | $7.2M | 0.54% | 132,169 | Common | SOLE |
| 85423L103 | SARO | StandardAero Inc | $6.9M | 0.51% | 277,482 | Common | SOLE |
| 185123106 | CWAN | Clearwater Analytics Holdings | $6.8M | 0.51% | 246,841 | Common | SOLE |
| 604749101 | MIRM | Mirum Pharmaceuticals | $6.8M | 0.51% | 164,252 | Common | SOLE |
| 26856L103 | ELF | ELF Beauty | $6.8M | 0.51% | 53,920 | Common | SOLE |
| 09352U108 | BLND | Blend Labs | $6.3M | 0.47% | 1,497,871 | Common | SOLE |
| 14843C105 | CSTL | Castle Biosciences | $6.3M | 0.47% | 235,214 | Common | SOLE |
| 70438V106 | PCTY | Paylocity Corp | $6.0M | 0.45% | 30,239 | Common | SOLE |
| 78349D107 | RXST | RxSight Inc | $5.9M | 0.44% | 170,899 | Common | SOLE |
| 68278B107 | K4F | OneStream | $5.9M | 0.44% | 205,933 | Common | SOLE |
| 94724R108 | WEAV | Weave Communications | $5.7M | 0.43% | 358,931 | Common | SOLE |
| 38267D109 | GSHD | Goosehead Insurance | $5.7M | 0.43% | 53,016 | Common | SOLE |
| 097023105 | BA | Boeing Co | $5.7M | 0.42% | 32,015 | Common | SOLE |
| 830940102 | SKWD | Skyward Specialy Insurance Gro | $5.7M | 0.42% | 111,974 | Common | SOLE |
| 10240L102 | BOW | Bowhead Specialty Holdings | $5.6M | 0.42% | 157,977 | Common | SOLE |
| 81762P102 | NOW | ServiceNow Inc | $5.6M | 0.42% | 5,254 | Common | SOLE |
| 03937C105 | ARCB | Arcbest Corporation | $5.5M | 0.41% | 59,189 | Common | SOLE |
| 501270102 | KRUS | Kura Sushi USA | $5.5M | 0.41% | 60,485 | Common | SOLE |
| 15678C102 | CBLL | Ceribell | $5.3M | 0.40% | 204,760 | Common | SOLE |
| 22160K105 | COST | Costco Wholesale Corp | $5.2M | 0.39% | 5,710 | Common | SOLE |
| 573075108 | MRTN | Marten Transport | $4.9M | 0.37% | 315,760 | Common | SOLE |
| 64049M209 | NEO | Neogenomics Inc | $4.8M | 0.36% | 293,392 | Common | SOLE |
| 14167L103 | CDNA | Care Dx | $4.7M | 0.35% | 219,747 | Common | SOLE |
| 55380K109 | MPTI | M-Tron Industries | $4.6M | 0.34% | 94,155 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group Com | $4.3M | 0.32% | 7,528 | Common | SOLE |
| 74762E102 | QURE | Quanta Services | $4.2M | 0.32% | 13,371 | Common | SOLE |
| 415858109 | HROW | Harrow | $4.2M | 0.32% | 125,520 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices | $4.1M | 0.31% | 34,312 | Common | SOLE |
| 68628V308 | ORN | Orion Group Holdings | $4.0M | 0.30% | 552,364 | Common | SOLE |
| 108621103 | BWB | Bridgewater Bancshares | $4.0M | 0.30% | 295,288 | Common | SOLE |
| 64110L106 | NFLX | Netflix.com | $3.9M | 0.29% | 4,370 | Common | SOLE |
| 443201108 | HWM | Howmet Aerospace | $3.6M | 0.27% | 33,075 | Common | SOLE |
| 46120E602 | ISRG | Intuitive Surgical Inc. | $3.6M | 0.27% | 6,890 | Common | SOLE |
| 87318A101 | TWFG | TWFG Inc | $3.3M | 0.25% | 108,114 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings | $3.3M | 0.25% | 29,176 | Common | SOLE |
| 92826C839 | V | Visa Inc | $3.0M | 0.22% | 9,425 | Common | SOLE |
| 04302A104 | AIP | Arteris | $2.8M | 0.21% | 278,578 | Common | SOLE |
| 00770C101 | ARQ | Arq Inc | $2.8M | 0.21% | 374,726 | Common | SOLE |
| 25609L105 | DCBO | Docebo Inc | $2.8M | 0.21% | 62,745 | Common | SOLE |
| 03831W108 | APP | Applovin | $2.8M | 0.21% | 8,573 | Common | SOLE |
| 57636Q104 | MA | Mastercard Inc | $2.6M | 0.20% | 5,029 | Common | SOLE |
| 743315103 | PGR | Progressive Corp | $2.6M | 0.20% | 11,032 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc | $2.6M | 0.20% | 24,783 | Common | SOLE |
| 042068205 | ARM | Arm Holdings | $2.1M | 0.16% | 16,903 | Common | SOLE |
| 902252105 | TYL | Tyler Technologies | $2.0M | 0.15% | 3,433 | Common | SOLE |
| 22788C105 | CRWD | Crowdstrike Holdings Inc | $2.0M | 0.15% | 5,770 | Common | SOLE |
| 101137107 | BSX | Boston Scientific Corp | $1.8M | 0.14% | 20,422 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks | $1.8M | 0.14% | 10,000 | Common | SOLE |
| 693282105 | PDFS | PDF Solution | $1.8M | 0.13% | 65,685 | Common | SOLE |
| 169656105 | CMG | Chipotle Mexican Grill | $1.7M | 0.13% | 28,539 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Sys Inc | $1.7M | 0.13% | 5,654 | Common | SOLE |
| 888787108 | TOST | Toast | $1.7M | 0.12% | 45,470 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk | $1.6M | 0.12% | 14,033 | Common | SOLE |
| 73754Y100 | PTB | Potbelly Corporation | $1.5M | 0.11% | 155,316 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise | $1.3M | 0.10% | 2,215 | Common | SOLE |
| 83207R107 | SDHC | Smith Douglas Homes | $1.1M | 0.09% | 44,383 | Common | SOLE |
| 87151X101 | SYM | Symbotic Inc | $1.1M | 0.08% | 45,582 | Common | SOLE |
| 22160N109 | CSGP | Costar Group Inc | $966,894 | 0.07% | 13,506 | Common | SOLE |
| 825704109 | SIBN | SI-BONE Inc | $18,155 | 0.00% | 1,295 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.