Institutional
NEXT CENTURY GROWTH INVESTORS LLC
CIK 0001134007
$1.38B
Reported AUM
112
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · NEXT CENTURY GROWTH INVESTORS LLC · Q1 2026
AI · grounded in 13F
NEXT CENTURY GROWTH INVESTORS LLC closed its position in GeneDx Holdings WGS, reducing exposure by $22.55M. The fund also exited positions in Coastal Financial Corp CCB for $20.42M and Penumbra PEN for $14.87M. On the buy side, the fund established new positions in Ligand Pharmaceuticals LGND for $19.14M and Ultra Clean Holdings UCTT for $17.44M. Additionally, the fund increased its stake in Global-E Online GLBE by 177.49%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics Corp | $65.14 | -4.67% | 139.35% | 513.79% | $52.5M | 3.80% | — | HELD |
| 2 | LINC | Lincoln Educational Services | $43.44 | 3.28% | 82.55% | 556.16% | $42.3M | 3.07% | — | HELD |
| 3 | ALHC | Alignment Healthcare | $18.29 | -0.76% | 42.10% | 4.30% | $39.9M | 2.89% | — | HELD |
| 4 | AORT | Artivion Inc | $27.55 | 2.00% | -10.90% | 4.99% | $37.5M | 2.72% | — | HELD |
| 5 | MYRG | MYR Group Inc | $322.06 | -5.48% | 71.82% | 209.64% | $36.6M | 2.65% | — | HELD |
| 6 | MIRM | Mirum Pharmaceuticals | $107.57 | -4.15% | 115.74% | 590.65% | $35.6M | 2.58% | — | HELD |
| 7 | UTI | Universal Technical Institute | $41.04 | 4.96% | 21.92% | 460.98% | $34.5M | 2.50% | — | HELD |
| 8 | XMTR | Xometry Inc | $80.97 | -2.43% | 160.61% | 11.42% | $32.2M | 2.33% | — | HELD |
| 9 | PAY | Paymentus Holdings | $36.70 | 7.50% | 29.73% | 43.08% | $29.4M | 2.13% | — | HELD |
| 10 | MTSI | MACOM Technology Solutions Hol | $228.71 | -8.23% | 82.84% | 310.53% | $28.9M | 2.10% | — | HELD |
| 11 | AXGN | Axogen Inc | $41.37 | 0.53% | 238.91% | 151.70% | $28.7M | 2.08% | — | HELD |
| 12 | AEHR | Aehr Test Systems | $65.40 | -6.57% | 288.36% | 776.68% | $28.0M | 2.03% | — | HELD |
| 13 | STRL | Sterling Infrastruture | $494.24 | -8.15% | 104.56% | 2233.43% | $27.5M | 1.99% | — | HELD |
| 14 | AAOI | Applied Optoelectronics | $76.52 | -13.18% | 309.38% | 1102.46% | $27.1M | 1.97% | — | HELD |
| 15 | MAMA | Mama's Creations | $18.19 | 1.96% | 121.57% | 600.20% | $26.8M | 1.94% | — | HELD |
| 16 | ALM | Almonty Industries | $10.95 | -10.47% | 225.27% | 596.87% | $26.3M | 1.91% | — | HELD |
| 17 | COHR | Coherent Corp | $222.05 | -8.75% | 121.56% | 261.61% | $26.2M | 1.90% | — | HELD |
| 18 | LSCC | Lattice Semiconductor Corp | $112.96 | -5.91% | 145.07% | 93.27% | $25.9M | 1.88% | — | HELD |
| 19 | ATEC | Alphatec Holdings Inc | $9.65 | 3.54% | -29.92% | -33.36% | $25.8M | 1.87% | — | HELD |
| 20 | — | FTAI Aviation | — | — | — | — | $24.1M | 1.74% | — | HELD |
| 21 | GLBE | Global-E Online | $40.26 | 3.50% | 28.13% | -49.01% | $23.5M | 1.70% | — | HELD |
| 22 | CRS | Carpenter Technology | $530.62 | -5.32% | 117.99% | 1679.31% | $22.5M | 1.63% | — | HELD |
| 23 | RBC | RBC Bearings Inc | $550.27 | -4.53% | 39.39% | 150.83% | $21.5M | 1.56% | — | HELD |
| 24 | IRTC | iRhythm Holdings | $122.44 | 4.32% | -26.82% | 152.57% | $20.0M | 1.45% | — | HELD |
| 25 | AAPL | Apple Computer Inc | $338.19 | -0.56% | 67.77% | 128.17% | $19.8M | 1.44% | — | HELD |
| 26 | NVDA | Nvidia Corporation | $190.01 | -3.55% | 13.56% | 782.99% | $19.7M | 1.43% | — | HELD |
| 27 | LGND | Ligand Pharmaceuticals | $288.01 | -2.79% | 117.01% | 248.96% | $19.1M | 1.39% | — | HELD |
| 28 | PKE | Park AeroSpace | $33.09 | -3.70% | 88.86% | 183.78% | $18.4M | 1.33% | — | HELD |
| 29 | UCTT | Ultra Clean Holdings | $69.57 | -10.23% | 216.73% | 52.75% | $17.4M | 1.26% | — | HELD |
| 30 | SITM | Sitime Corp | $462.16 | -5.89% | 154.34% | 130.74% | $17.3M | 1.25% | — | HELD |
| 31 | BROS | Dutch Bros Inc | $64.61 | -0.09% | — | — | $16.9M | 1.22% | — | HELD |
| 32 | HTFL | Heartflow | $25.04 | -2.15% | — | — | $15.9M | 1.15% | — | HELD |
| 33 | SAIA | Saia Inc | $394.44 | -3.79% | — | — | $14.5M | 1.05% | — | HELD |
| 34 | INOD | Innodata Inc | $55.40 | -3.75% | — | — | $14.2M | 1.03% | — | HELD |
| 35 | KRMN | Karman Holdings | $45.59 | -7.97% | — | — | $13.7M | 0.99% | — | HELD |
| 36 | LGN | Legence Corp | $53.08 | -10.35% | — | — | $13.4M | 0.97% | — | HELD |
| 37 | OLLI | Ollie's Bargain Outlet | $71.37 | 3.48% | — | — | $12.2M | 0.89% | — | HELD |
| 38 | AGYS | Agilysys | $113.69 | 2.70% | — | — | $11.4M | 0.83% | — | HELD |
| 39 | TCMD | Tactile Systems | $27.40 | -1.23% | — | — | $11.2M | 0.81% | — | HELD |
| 40 | GOOGL | Alphabet Inc-Cl A | $336.71 | 0.90% | — | — | $11.2M | 0.81% | — | HELD |
| 41 | MSFT | Microsoft Corp. | $390.54 | -0.71% | — | — | $11.1M | 0.81% | — | HELD |
| 42 | MOD | Modine Manufacturing | $178.04 | -14.43% | — | — | $10.9M | 0.79% | — | HELD |
| 43 | APLD | Applied Digital Corp | $23.22 | -12.77% | — | — | $10.3M | 0.74% | — | HELD |
| 44 | WULF | Terawulf Inc | $15.09 | -11.70% | — | — | $10.0M | 0.73% | — | HELD |
| 45 | CELH | Celsius Holdings | $28.88 | -1.94% | — | — | $9.8M | 0.71% | — | HELD |
| 46 | AIP | Arteris | $26.96 | -6.91% | — | — | $9.7M | 0.70% | — | HELD |
| 47 | AVGO | Broadcom | $370.32 | -2.78% | — | — | $9.7M | 0.70% | — | HELD |
| 48 | TMDX | Transmedics Group Inc | $78.00 | 2.24% | — | — | $9.6M | 0.69% | — | HELD |
| 49 | FEIM | Frequency Electronics | $57.69 | -13.20% | — | — | $9.6M | 0.69% | — | HELD |
| 50 | KMTS | Kestra Medical Technology | $22.75 | -4.65% | — | — | $9.1M | 0.66% | — | HELD |
| 51 | KNX | Knight-Swift Transportation Ho | $71.04 | 1.25% | — | — | $9.1M | 0.66% | — | HELD |
| 52 | AAON | Aaon Inc | $84.87 | -9.46% | — | — | $9.0M | 0.65% | — | HELD |
| 53 | ICHR | Ichor Holdings | $62.25 | -8.59% | — | — | $8.7M | 0.63% | — | HELD |
| 54 | FPS | Forgent Power Solutions | $29.25 | -9.75% | — | — | $8.5M | 0.61% | — | HELD |
| 55 | FROG | JFrog | $73.28 | -4.13% | — | — | $8.4M | 0.61% | — | HELD |
| 56 | VRT | Vertiv Holdings | $223.04 | -17.26% | — | — | $8.1M | 0.59% | — | HELD |
| 57 | CVLG | Covenant Logistics Group | $41.50 | -4.38% | — | — | $8.0M | 0.58% | — | HELD |
| 58 | PL | Planet Labs PBC | $19.47 | -4.65% | — | — | $7.9M | 0.57% | — | HELD |
| 59 | CAVA | CAVA Group | $65.36 | 0.55% | — | — | $7.4M | 0.54% | — | HELD |
| 60 | MPTI | M-Tron Industries | $78.19 | -4.92% | — | — | $7.2M | 0.52% | — | HELD |
| 61 | ORN | Orion Group Holdings | $9.08 | -24.14% | — | — | $7.2M | 0.52% | — | HELD |
| 62 | LOAR | Loar Holdings | $66.51 | -7.11% | — | — | $7.2M | 0.52% | — | HELD |
| 63 | BLLN | BillionToOne | $132.52 | -0.84% | — | — | $7.1M | 0.52% | — | HELD |
| 64 | AMZN | Amazon.Com | $226.65 | -1.82% | — | — | $7.1M | 0.51% | — | HELD |
| 65 | ADPT | Adaptive Biotechnologies | $22.56 | 0.18% | — | — | $7.0M | 0.51% | — | HELD |
| 66 | ADMA | ADMA Biologics | $8.71 | -0.91% | — | — | $7.0M | 0.51% | — | HELD |
| 67 | BLFS | Biolife Solutions | $31.50 | -1.50% | — | — | $6.9M | 0.50% | — | HELD |
| 68 | SARO | StandardAero Inc | $28.73 | -4.74% | — | — | $6.8M | 0.49% | — | HELD |
| 69 | GS | Goldman Sachs Group Com | $980.75 | -5.09% | — | — | $6.5M | 0.47% | — | HELD |
| 70 | TEX | Terex Corp | $64.56 | -5.96% | — | — | $6.4M | 0.47% | — | HELD |
| 71 | MP | MP Materials Corp | $38.10 | -7.70% | — | — | $6.2M | 0.45% | — | HELD |
| 72 | HWM | Howmet Aerospace | $272.79 | -4.63% | — | — | $6.1M | 0.44% | — | HELD |
| 73 | BE | Bloom Energy Corp | $163.75 | -1.85% | — | — | $6.1M | 0.44% | — | HELD |
| 74 | BWB | Bridgewater Bancshares | $20.81 | -0.90% | — | — | $5.9M | 0.43% | — | HELD |
| 75 | SVCO | Silvaco Group | $6.91 | -8.11% | — | — | $5.9M | 0.43% | — | HELD |
| 76 | MRTN | Marten Transport | $15.01 | -1.64% | — | — | $5.5M | 0.40% | — | HELD |
| 77 | WAY | Waystar Holdings | $24.52 | 3.50% | — | — | $5.2M | 0.38% | — | HELD |
| 78 | META | Meta Platforms, Inc. | $585.61 | -1.31% | — | — | $5.2M | 0.37% | — | HELD |
| 79 | GEV | GE Vernova | $900.28 | -4.57% | — | — | $5.0M | 0.36% | — | HELD |
| 80 | CAT | Caterpillar | $782.71 | -6.91% | — | — | $5.0M | 0.36% | — | HELD |
| 81 | VCEL | Vericel Corp | $46.62 | -0.19% | — | — | $4.9M | 0.36% | — | HELD |
| 82 | EVLV | Evolv Technologies | $5.55 | -0.89% | — | — | $4.9M | 0.35% | — | HELD |
| 83 | SIBN | SI-BONE Inc | $18.44 | 2.84% | — | — | $4.8M | 0.35% | — | HELD |
| 84 | EQPT | Equipmentshare.com | $17.96 | -7.14% | — | — | $4.6M | 0.34% | — | HELD |
| 85 | AMAT | Applied Materials | $436.45 | -8.40% | — | — | $4.6M | 0.33% | — | HELD |
| 86 | GE | GE Aerospace | $350.63 | -3.56% | — | — | $4.5M | 0.33% | — | HELD |
| 87 | INSM | Insmed Inc | $103.12 | -0.97% | — | — | $4.3M | 0.31% | — | HELD |
| 88 | YSS | York Space Systems | $15.02 | -15.67% | — | — | $4.3M | 0.31% | — | HELD |
| 89 | ZETA | Zeta Global | $22.08 | 0.87% | — | — | $4.2M | 0.30% | — | HELD |
| 90 | TSLA | Tesla Motors Inc | $298.32 | -2.97% | — | — | $3.9M | 0.28% | — | HELD |
| 91 | OFRM | Once Upon A Farm | $15.80 | 0.13% | — | — | $3.9M | 0.28% | — | HELD |
| 92 | AXON | Axon Enterprise | $531.20 | -3.00% | — | — | $3.9M | 0.28% | — | HELD |
| 93 | V | Visa Inc | $368.73 | 0.58% | — | — | $3.8M | 0.28% | — | HELD |
| 94 | PEGA | Pegasystems | $30.95 | 4.81% | — | — | $3.5M | 0.25% | — | HELD |
| 95 | CRWD | Crowdstrike Holdings Inc | $179.38 | -1.33% | — | — | $3.4M | 0.25% | — | HELD |
| 96 | KNSL | Kinsale Capital Group | $376.67 | 1.73% | — | — | $3.3M | 0.24% | — | HELD |
| 97 | LMB | Limbach Holdings | $67.66 | -6.66% | — | — | $2.9M | 0.21% | — | HELD |
| 98 | QURE | Quanta Services | $40.07 | 9.30% | — | — | $2.9M | 0.21% | — | HELD |
| 99 | SHOP | Shopify Inc | $129.17 | -0.85% | — | — | $2.9M | 0.21% | — | HELD |
| 100 | AMD | Advanced Micro Devices | $429.56 | -5.51% | — | — | $2.6M | 0.19% | — | HELD |
| 101 | MA | Mastercard Inc | $563.32 | 0.10% | — | — | $2.5M | 0.18% | — | HELD |
| 102 | HOOD | Robinhood Markets | — | — | — | — | $2.5M | 0.18% | — | HELD |
| 103 | GH | Guardant Health | — | — | — | — | $2.5M | 0.18% | — | HELD |
| 104 | LEU | Centrus Energy Corp | — | — | — | — | $2.5M | 0.18% | — | HELD |
| 105 | PLTR | Palantir Technologies | — | — | — | — | $2.3M | 0.17% | — | HELD |
| 106 | WING | Wingstop | — | — | — | — | $2.3M | 0.17% | — | HELD |
| 107 | COST | Costco Wholesale Corp | — | — | — | — | $2.2M | 0.16% | — | HELD |
| 108 | APP | Applovin | — | — | — | — | $1.9M | 0.14% | — | HELD |
| 109 | ROKU | Roku Inc | — | — | — | — | $1.9M | 0.14% | — | HELD |
| 110 | STX | Seagate Technology Holdings | — | — | — | — | $1.9M | 0.13% | — | HELD |
| 111 | CVNA | Carvana | — | — | — | — | $1.7M | 0.13% | — | HELD |
| 112 | KOPN | Kopin Corp | — | — | — | — | $534K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001134007-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.