Q1 2025 · 13F-HR
NEXT CENTURY GROWTH INVESTORS LLCholdings as filed
Filed 2025-05-14 · accession 0001134007-25-000007
$1.12B
Reported value
123
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81663L200 | WGS | GeneDx Holding Corp | $36.9M | 3.29% | 417,037 | Common | SOLE |
| 70439P108 | PAY | Paymentus Holdings | $35.4M | 3.15% | 1,356,980 | Common | SOLE |
| 01625V104 | ALHC | Alignment Healthcare | $35.1M | 3.12% | 1,886,505 | Common | SOLE |
| 046433108 | ATRO | Astronics Corp | $31.2M | 2.77% | 1,289,296 | Common | SOLE |
| 698884103 | PAR | Par Technology | $30.7M | 2.73% | 500,820 | Common | SOLE |
| 39813G109 | GDYN | Grid Dynamics Holdings Inc. | $28.1M | 2.50% | 1,798,071 | Common | SOLE |
| 913915104 | UTI | Universal Technical Institute | $27.0M | 2.40% | 1,049,742 | Common | SOLE |
| 92346J108 | VCEL | Vericel Corp | $26.0M | 2.31% | 582,535 | Common | SOLE |
| 228903100 | AORT | Artivion Inc | $25.1M | 2.24% | 1,022,775 | Common | SOLE |
| 450056106 | IRTC | IRhythm Technologies | $21.8M | 1.94% | 208,220 | Common | SOLE |
| 49714P108 | KNSL | Kinsale Capital Group | $19.8M | 1.76% | 40,598 | Common | SOLE |
| 75524B104 | RBC | RBC Bearings Inc | $19.7M | 1.75% | 61,148 | Common | SOLE |
| 78709Y105 | SAIA | Saia Inc | $19.0M | 1.69% | 54,338 | Common | SOLE |
| 681116109 | OLLI | Ollie's Bargain Outlet | $18.8M | 1.68% | 161,951 | Common | SOLE |
| 00091G104 | ACVA | ACV Auctions | $18.7M | 1.66% | 1,328,308 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $18.3M | 1.63% | 388,463 | Common | SOLE |
| 457642205 | INOD | Innodata Inc | $18.0M | 1.60% | 502,053 | Common | SOLE |
| 74736L109 | QTWO | Q2 Holdings | $18.0M | 1.60% | 224,703 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc | $17.5M | 1.55% | 154,510 | Common | SOLE |
| 02081G201 | ATEC | Alphatec Holdings Inc | $17.0M | 1.51% | 1,678,678 | Common | SOLE |
| 98423F109 | XMTR | Xometry Inc | $16.6M | 1.47% | 664,292 | Common | SOLE |
| 55405Y100 | MTSI | MACOM Technology Solutions Hol | $15.1M | 1.34% | 150,404 | Common | SOLE |
| M5216V106 | GLBE | Global-E Online | $14.6M | 1.30% | 410,240 | Common | SOLE |
| 92337F107 | VCYT | Veracyte Inc | $14.1M | 1.26% | 476,216 | Common | SOLE |
| 185123106 | CWAN | Clearwater Analytics Holdings | $14.1M | 1.26% | 526,761 | Common | SOLE |
| 037833100 | AAPL | Apple Computer Inc | $14.0M | 1.24% | 62,918 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings | $13.7M | 1.22% | 184,426 | Common | SOLE |
| 144285103 | CRS | Carpenter Technology | $13.4M | 1.20% | 74,209 | Common | SOLE |
| 946784105 | WAY | Waystar Holdings | $13.3M | 1.18% | 356,224 | Common | SOLE |
| 518415104 | LSCC | Lattice Semiconductor Corp | $11.9M | 1.06% | 227,482 | Common | SOLE |
| 01644J108 | ALKT | Alkami Technology | $11.9M | 1.06% | 452,284 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $11.8M | 1.05% | 31,564 | Common | SOLE |
| 533535100 | LINC | Lincoln Educational Services | $11.7M | 1.04% | 738,923 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $11.7M | 1.04% | 333,845 | Common | SOLE |
| 26701L100 | BROS | Dutch Bros Inc | $11.5M | 1.02% | 185,486 | Common | SOLE |
| 70975L107 | PEN | Penumbra | $11.1M | 0.99% | 41,579 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corporation | $11.0M | 0.98% | 101,700 | Common | SOLE |
| G3730v105 | — | FTAI Aviation | $10.8M | 0.96% | 97,500 | Common | SOLE |
| 957638109 | WAL | Western Alliance Bancorp | $10.7M | 0.96% | 139,874 | Common | SOLE |
| 40171V100 | GWRE | Guidewire Software | $9.9M | 0.88% | 52,754 | Common | SOLE |
| 72346Q104 | — | Pinnacle Financial | $9.8M | 0.87% | 92,117 | Common | SOLE |
| 70435P102 | — | Paycor HCM | $9.7M | 0.87% | 433,661 | Common | SOLE |
| 000360206 | AAON | Aaon Inc | $9.7M | 0.86% | 124,390 | Common | SOLE |
| 053604104 | AVPT | Avepoint Inc | $9.6M | 0.86% | 666,684 | Common | SOLE |
| 023135106 | AMZN | Amazon.Com | $9.5M | 0.84% | 49,699 | Common | SOLE |
| 859241101 | STRL | Sterling Infrastruture | $9.2M | 0.82% | 81,387 | Common | SOLE |
| 604749101 | MIRM | Mirum Pharmaceuticals | $8.8M | 0.78% | 195,341 | Common | SOLE |
| 42226A107 | HQY | HealthEquity | $8.7M | 0.77% | 98,268 | Common | SOLE |
| 124411109 | BY | Byline Bancorp | $8.6M | 0.77% | 329,919 | Common | SOLE |
| 53947R105 | LOAR | Loar Holdings | $8.2M | 0.72% | 115,359 | Common | SOLE |
| 45827U109 | INTA | Intapp | $8.0M | 0.71% | 136,679 | Common | SOLE |
| 70438V106 | PCTY | Paylocity Corp | $7.7M | 0.69% | 41,193 | Common | SOLE |
| 85423L103 | SARO | StandardAero Inc | $7.5M | 0.67% | 280,661 | Common | SOLE |
| 74874Q100 | QNST | Quinstreet Inc | $7.5M | 0.66% | 419,002 | Common | SOLE |
| 81686C104 | 628 | SEMrush Holdings | $7.4M | 0.66% | 796,151 | Common | SOLE |
| 74276L105 | PRCT | Procept Biorobotics | $7.4M | 0.66% | 127,073 | Common | SOLE |
| 09062W204 | BLFS | Biolife Solutions | $7.1M | 0.63% | 309,686 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc-Cl A | $7.0M | 0.63% | 45,473 | Common | SOLE |
| G2717B108 | — | Cushman and Wakefield | $7.0M | 0.62% | 687,195 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software | $7.0M | 0.62% | 20,703 | Common | SOLE |
| 04010E109 | AGX | Argan Inc | $6.7M | 0.60% | 51,140 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $6.5M | 0.58% | 11,297 | Common | SOLE |
| 10240L102 | BOW | Bowhead Specialty Holdings | $6.4M | 0.57% | 157,456 | Common | SOLE |
| 38267D109 | GSHD | Goosehead Insurance | $6.2M | 0.55% | 52,840 | Common | SOLE |
| 56146T103 | MAMA | Mama's Creations | $6.1M | 0.55% | 942,144 | Common | SOLE |
| 830940102 | SKWD | Skyward Specialy Insurance Gro | $5.9M | 0.53% | 111,604 | Common | SOLE |
| 22160K105 | COST | Costco Wholesale Corp | $5.9M | 0.53% | 6,241 | Common | SOLE |
| 73754Y100 | PTB | Potbelly Corporation | $5.9M | 0.52% | 618,591 | Common | SOLE |
| 390607109 | GLDD | Great Lakes Dredge & Doc | $5.8M | 0.51% | 665,282 | Common | SOLE |
| M6372Q113 | KRNT | Kornit Digital Ltd | $5.8M | 0.51% | 302,547 | Common | SOLE |
| 46120E602 | ISRG | Intuitive Surgical Inc. | $5.6M | 0.50% | 11,343 | Common | SOLE |
| 499049104 | KNX | Knight-Swift Transportation Ho | $5.5M | 0.49% | 127,559 | Common | SOLE |
| 743315103 | PGR | Progressive Corp | $5.5M | 0.49% | 19,434 | Common | SOLE |
| 097023105 | BA | Boeing Co | $5.5M | 0.49% | 32,038 | Common | SOLE |
| 428291108 | HXL | Hexcel Corp | $5.3M | 0.47% | 96,904 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp | $5.1M | 0.46% | 79,223 | Common | SOLE |
| 09352U108 | BLND | Blend Labs | $5.1M | 0.45% | 1,521,648 | Common | SOLE |
| 14167L103 | CDNA | Care Dx | $4.9M | 0.43% | 274,874 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group Com | $4.7M | 0.42% | 8,593 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc | $4.5M | 0.40% | 47,519 | Common | SOLE |
| 833445109 | SNOW | Snowflake Inc | $4.5M | 0.40% | 30,893 | Common | SOLE |
| 22284P105 | CVLG | Covenant Logistics Group | $4.4M | 0.39% | 198,384 | Common | SOLE |
| 94724R108 | WEAV | Weave Communications | $4.3M | 0.38% | 387,817 | Common | SOLE |
| 443201108 | HWM | Howmet Aerospace | $4.3M | 0.38% | 33,099 | Common | SOLE |
| 78349D107 | RXST | RxSight Inc | $4.1M | 0.37% | 163,359 | Common | SOLE |
| 108621103 | BWB | Bridgewater Bancshares | $4.1M | 0.36% | 294,307 | Common | SOLE |
| 64110L106 | NFLX | Netflix.com | $4.1M | 0.36% | 4,373 | Common | SOLE |
| 15678C102 | CBLL | Ceribell | $3.9M | 0.35% | 204,129 | Common | SOLE |
| 68628V308 | ORN | Orion Group Holdings | $3.7M | 0.33% | 711,372 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding | $3.4M | 0.31% | 85,437 | Common | SOLE |
| 03831W108 | APP | Applovin | $3.4M | 0.30% | 12,735 | Common | SOLE |
| 87318A101 | TWFG | TWFG Inc | $3.3M | 0.30% | 107,736 | Common | SOLE |
| 92826C839 | V | Visa Inc | $3.3M | 0.29% | 9,433 | Common | SOLE |
| M6191J100 | FROG | JFrog | $3.3M | 0.29% | 102,462 | Common | SOLE |
| 55380K109 | MPTI | M-Tron Industries | $3.1M | 0.28% | 70,606 | Common | SOLE |
| 81762P102 | NOW | ServiceNow Inc | $3.1M | 0.27% | 3,881 | Common | SOLE |
| 82982T106 | SITM | Sitime Corp | $3.0M | 0.26% | 19,458 | Common | SOLE |
| 11135F101 | AVGO | Broadcom | $2.9M | 0.26% | 17,503 | Common | SOLE |
| 04302A104 | AIP | Arteris | $2.8M | 0.25% | 407,721 | Common | SOLE |
| 57636Q104 | MA | Mastercard Inc | $2.8M | 0.25% | 5,033 | Common | SOLE |
| 974155103 | WING | Wingstop | $2.5M | 0.22% | 11,161 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings | $2.2M | 0.20% | 30,854 | Common | SOLE |
| 68134L109 | OLOGBX | Olo | $2.1M | 0.19% | 354,256 | Common | SOLE |
| 902252105 | TYL | Tyler Technologies | $2.1M | 0.19% | 3,630 | Common | SOLE |
| 03937C105 | ARCB | Arcbest Corporation | $2.1M | 0.18% | 29,363 | Common | SOLE |
| 22788C105 | CRWD | Crowdstrike Holdings Inc | $2.0M | 0.18% | 5,774 | Common | SOLE |
| 29260V105 | DAVA | Endava Plc | $1.9M | 0.17% | 98,852 | Common | SOLE |
| 501270102 | KRUS | Kura Sushi USA | $1.9M | 0.17% | 37,337 | Common | SOLE |
| 74317M104 | PAL | Proficient Auto Logistics | $1.9M | 0.17% | 228,329 | Common | SOLE |
| 146869102 | CVNA | Carvana | $1.9M | 0.17% | 8,977 | Common | SOLE |
| 88160R101 | TSLA | Tesla Motors Inc | $1.9M | 0.16% | 7,141 | Common | SOLE |
| 042068205 | ARM | Arm Holdings | $1.8M | 0.16% | 16,916 | Common | SOLE |
| 74762E102 | QURE | Quanta Services | $1.8M | 0.16% | 6,991 | Common | SOLE |
| 101137107 | BSX | Boston Scientific Corp | $1.8M | 0.16% | 17,569 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology | $1.7M | 0.15% | 3,037 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise | $1.6M | 0.14% | 3,098 | Common | SOLE |
| 049468101 | TEAM | Atlassian Corp | $1.6M | 0.14% | 7,344 | Common | SOLE |
| 79466L302 | CRM | Salesforce | $1.5M | 0.14% | 5,690 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Sys Inc | $1.4M | 0.13% | 5,658 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology | $1.4M | 0.12% | 22,757 | Common | SOLE |
| 169656105 | CMG | Chipotle Mexican Grill | $834,188 | 0.07% | 16,614 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk | $606,461 | 0.05% | 11,083 | Common | SOLE |
| 55380K125 | MPTI/WS | M-Tron Industries - Warrants | $0 | — | 70,606 | 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.