Next Century Growth Investors
PLYMOUTH, MNfiles as NEXT CENTURY GROWTH INVESTORS LLC
$1.9bn in 113 US stocks at the end of 30 June 2026. The top 10 are 27.9% of the money. It changed about 28.0% of the portfolio this quarter.
Value
$1.9bn
Stocks
113
Top 10 share
27.9%
Turnover
28.0%
What changed this quarter
New
Bought for the first time this quarter.
- IPG PhotonicsIPGP1.7% of the fund
- DPC HoldingsDPC0.9% of the fund
- BrazeBRZE0.9% of the fund
- OusterOUST0.8% of the fund
- DigitalOcean HoldingsDOCN0.7% of the fund
- MaxlinearMXL0.6% of the fund
- Astronics Corp CL BATROB0.6% of the fund
- BackblazeBLZE0.6% of the fund
- Willdan GroupWLDN0.5% of the fund
- Velo3DVELO0.5% of the fund
- GrahamGHM0.4% of the fund
- Boost RunBRUN0.2% of the fund
- GlaukosGKOS0.2% of the fund
- Unusual MachinesUMAC0.2% of the fund
- ASML Holding NVASML0.1% of the fund
- Arista NetworksANET0.1% of the fund
- Marvell TechnologyMRVL0.1% of the fund
- Legacy EducationLGCY<0.1% of the fund
Added
Bought more of a stock they already held.
- Ligand PharmaceuticalsLGND3.3% of the fund+107%
- Alignment HealthcareALHC3.2% of the fund+12%
- Lincoln Educational ServicesLINC3.1% of the fund+13%
- Mirum PharmaceuticalsMIRM2.6% of the fund+9%
- BillionToOneBLLN2.3% of the fund+302%
- Global-E OnlineGLBE2.2% of the fund+54%
- AgilysysAGYS2.0% of the fund+128%
- Park AerospacePKE1.9% of the fund+42%
- Mama's CreationsMAMA1.9% of the fund+14%
- SaiaSAIA1.7% of the fund+83%
- RBC BearingsRBC1.6% of the fund+20%
- Guardant HealthGH1.6% of the fund+644%
- FTAI AviationFTAI1.5% of the fund+9%
- Knight-Swift Transportation HoldingsKNX1.5% of the fund+135%
- VericelVCEL1.4% of the fund+301%
- Forgent Power SolutionsFPS1.4% of the fund+59%
- Covenant Logistics GroupCVLG1.3% of the fund+87%
- iRhythm HoldingsIRTC1.2% of the fund+10%
- AlphabetGOOGL1.1% of the fund+53%
- JFrogFROG1.1% of the fund+29%
- HeartflowHTFL1.0% of the fund+3%
- Silvaco GroupSVCO0.9% of the fund+52%
- Orion Group HoldingsORN0.9% of the fund+50%
- Biolife SolutionsBLFS0.8% of the fund+54%
- Frequency ElectronicsFEIM0.8% of the fund+7%
Cut
Sold some of their stake.
- XometryXMTR3.7% of the fund-8%
- AstronicsATRO3.2% of the fund-6%
- Aehr Test SystemsAEHR2.1% of the fund-46%
- MYR GroupMYRG2.0% of the fund-43%
- Ultra Clean HoldingsUCTT1.7% of the fund-22%
- Almonty IndustriesALM1.5% of the fund-4%
- MACOM Technology Solutions HoldingsMTSI1.3% of the fund-51%
- Carpenter TechnologyCRS1.3% of the fund-33%
- Sterling InfrastructureSTRL1.2% of the fund-61%
- Lattice SemiconductorLSCC1.1% of the fund-50%
- ArterisAIP1.1% of the fund-26%
- Paymentus HoldingsPAY1.0% of the fund-33%
- SitimeSITM0.9% of the fund-52%
- Ichor HoldingsICHR0.8% of the fund-24%
- AppleAAPL0.8% of the fund-34%
- Dutch BrosBROS0.8% of the fund-39%
- BroadcomAVGO0.6% of the fund-5%
- Modine ManufacturingMOD0.6% of the fund-19%
- Loar HoldingsLOAR0.5% of the fund-7%
- MicrosoftMSFT0.4% of the fund-27%
- Karman HoldingsKRMN0.4% of the fund-5%
- Applied MaterialsAMAT0.4% of the fund-19%
- StandardAeroSARO0.4% of the fund-4%
- Applied OptoelectronicsAAOI0.4% of the fund-84%
- MP MaterialsMP0.4% of the fund-4%
Sold out
Sold their entire stake.
- ArtivionAORT-100%
- Alphatec HoldingsATEC-100%
- LegenceLGN-100%
- Applied DigitalAPLD-100%
- TerawulfWULF-100%
- Celsius HoldingsCELH-100%
- TransMedics GroupTMDX-100%
- Adma BiologicsADMA-100%
- Waystar HoldingWAY-100%
- York Space SystemsYSS-100%
- Zeta Global HoldingsZETA-100%
- PegasystemsPEGA-100%
- Kinsale Capital GroupKNSL-100%
- Centrus EnergyLEU-100%
- Palantir TechnologiesPLTR-100%
- WingstopWING-100%
- CarvanaCVNA-100%
Holdings
- Almonty IndustriesALM
- Share
- 1.5%
- Value
- $29m
- Shares
- 1,740,455
-4%
- DPC HoldingsDPC
- Share
- 0.9%
- Value
- $17m
- Shares
- 347,007
New
- Astronics Corp CL BATROB
- Share
- 0.6%
- Value
- $12m
- Shares
- 152,050
New
- Boost RunBRUN
- Share
- 0.2%
- Value
- $4m
- Shares
- 105,506
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| XometryXMTR | 3.7% | $70m | 723,351 | -8% |
| Ligand PharmaceuticalsLGND | 3.3% | $63m | 198,542 | +107% |
| Alignment HealthcareALHC | 3.2% | $60m | 2,537,598 | +12% |
| AstronicsATRO | 3.2% | $60m | 743,086 | -6% |
| Lincoln Educational ServicesLINC | 3.1% | $59m | 1,175,462 | +13% |
| Mirum PharmaceuticalsMIRM | 2.6% | $49m | 420,213 | +9% |
| BillionToOneBLLN | 2.3% | $44m | 364,467 | +302% |
| Global-E OnlineGLBE | 2.2% | $41m | 1,171,927 | +54% |
| Universal Technical InstituteUTI | 2.2% | $41m | 949,379 | Held |
| AxogenAXGN | 2.1% | $40m | 872,546 | Held |
| Aehr Test SystemsAEHR | 2.1% | $39m | 410,731 | -46% |
| AgilysysAGYS | 2.0% | $38m | 366,052 | +128% |
| MYR GroupMYRG | 2.0% | $37m | 73,541 | -43% |
| Park AerospacePKE | 1.9% | $37m | 957,571 | +42% |
| Mama's CreationsMAMA | 1.9% | $36m | 1,990,717 | +14% |
| IPG PhotonicsIPGP | 1.7% | $32m | 270,752 | New |
| SaiaSAIA | 1.7% | $32m | 75,418 | +83% |
| Ultra Clean HoldingsUCTT | 1.7% | $31m | 220,115 | -22% |
| RBC BearingsRBC | 1.6% | $31m | 47,561 | +20% |
| Guardant HealthGH | 1.6% | $30m | 200,672 | +644% |
| FTAI AviationFTAI | 1.5% | $29m | 106,992 | +9% |
| Knight-Swift Transportation HoldingsKNX | 1.5% | $29m | 370,809 | +135% |
| Almonty IndustriesALM | 1.5% | $29m | 1,740,455 | -4% |
| InnodataINOD | 1.5% | $28m | 365,746 | Held |
| VericelVCEL | 1.4% | $27m | 612,584 | +301% |
| Forgent Power SolutionsFPS | 1.4% | $26m | 460,047 | +59% |
| Covenant Logistics GroupCVLG | 1.3% | $24m | 551,906 | +87% |
| MACOM Technology Solutions HoldingsMTSI | 1.3% | $24m | 63,773 | -51% |
| Carpenter TechnologyCRS | 1.3% | $24m | 38,489 | -33% |
| NvidiaNVDA | 1.2% | $23m | 113,187 | Held |
| iRhythm HoldingsIRTC | 1.2% | $22m | 187,064 | +10% |
| Sterling InfrastructureSTRL | 1.2% | $22m | 26,209 | -61% |
| Lattice SemiconductorLSCC | 1.1% | $21m | 139,866 | -50% |
| AlphabetGOOGL | 1.1% | $21m | 59,493 | +53% |
| ArterisAIP | 1.1% | $21m | 437,179 | -26% |
| JFrogFROG | 1.1% | $21m | 230,703 | +29% |
| HeartflowHTFL | 1.0% | $20m | 671,404 | +3% |
| Paymentus HoldingsPAY | 1.0% | $19m | 772,520 | -33% |
| SitimeSITM | 0.9% | $18m | 23,825 | -52% |
| Silvaco GroupSVCO | 0.9% | $17m | 1,260,902 | +52% |
| DPC HoldingsDPC | 0.9% | $17m | 347,007 | New |
| Orion Group HoldingsORN | 0.9% | $17m | 988,549 | +50% |
| BrazeBRZE | 0.9% | $16m | 747,301 | New |
| Ichor HoldingsICHR | 0.8% | $16m | 142,610 | -24% |
| Biolife SolutionsBLFS | 0.8% | $16m | 558,829 | +54% |
| OusterOUST | 0.8% | $16m | 252,227 | New |
| Frequency ElectronicsFEIM | 0.8% | $15m | 230,728 | +7% |
| AppleAAPL | 0.8% | $15m | 51,841 | -34% |
| Dutch BrosBROS | 0.8% | $15m | 203,529 | -39% |
| Tactile Systems TechnologyTCMD | 0.8% | $14m | 480,207 | +12% |
| AaonAAON | 0.7% | $14m | 110,031 | Held |
| Adaptive BiotechnologiesADPT | 0.7% | $13m | 609,830 | +21% |
| DigitalOcean HoldingsDOCN | 0.7% | $13m | 79,607 | New |
| M-tron IndustriesMPTI | 0.7% | $12m | 124,173 | +15% |
| Marten TransportMRTN | 0.6% | $12m | 699,305 | +67% |
| MaxlinearMXL | 0.6% | $12m | 93,598 | New |
| Kestra Medical TechnologiesKMTS | 0.6% | $12m | 458,505 | Held |
| Astronics Corp CL BATROB | 0.6% | $12m | 152,050 | New |
| BroadcomAVGO | 0.6% | $11m | 29,740 | -5% |
| BackblazeBLZE | 0.6% | $11m | 687,498 | New |
| Modine ManufacturingMOD | 0.6% | $11m | 40,689 | -19% |
| Willdan GroupWLDN | 0.5% | $10m | 126,407 | New |
| Velo3DVELO | 0.5% | $10m | 553,356 | New |
| Si-BoneSIBN | 0.5% | $10m | 585,289 | +52% |
| Loar HoldingsLOAR | 0.5% | $9m | 116,817 | -7% |
| General ElectricGE | 0.5% | $9m | 23,404 | +48% |
| EquipmentShare.comEQPT | 0.4% | $8m | 429,623 | +89% |
| MicrosoftMSFT | 0.4% | $8m | 21,862 | -27% |
| Karman HoldingsKRMN | 0.4% | $8m | 162,015 | -5% |
| Applied MaterialsAMAT | 0.4% | $8m | 10,860 | -19% |
| Goldman Sachs GroupGS | 0.4% | $8m | 7,625 | Held |
| StandardAeroSARO | 0.4% | $8m | 251,383 | -4% |
| GrahamGHM | 0.4% | $7m | 60,499 | New |
| Applied OptoelectronicsAAOI | 0.4% | $7m | 49,989 | -84% |
| Howmet AerospaceHWM | 0.4% | $7m | 26,283 | Held |
| MP MaterialsMP | 0.4% | $7m | 122,580 | -4% |
| Bridgewater BancsharesBWB | 0.4% | $7m | 318,380 | -5% |
| CrowdStrike HoldingsCRWD | 0.4% | $7m | 8,735 | Held |
| TerexTEX | 0.3% | $6m | 85,033 | -22% |
| Once Upon a Farm, PBCOFRM | 0.3% | $6m | 296,084 | +24% |
| Advanced Micro DevicesAMD | 0.3% | $6m | 10,218 | -21% |
| Vertiv HoldingsVRT | 0.3% | $6m | 16,501 | -49% |
| Ollie's Bargain Outlet HoldingsOLLI | 0.3% | $5m | 69,625 | -48% |
| CaterpillarCAT | 0.3% | $5m | 4,932 | -29% |
| Planet Labs PBCPL | 0.3% | $5m | 151,686 | -46% |
| KopinKOPN | 0.3% | $5m | 1,071,652 | +352% |
| ShopifySHOP | 0.2% | $5m | 39,505 | +62% |
| Meta PlatformsMETA | 0.2% | $4m | 7,653 | -15% |
| VisaV | 0.2% | $4m | 12,553 | Held |
| Boost RunBRUN | 0.2% | $4m | 105,506 | New |
| GlaukosGKOS | 0.2% | $4m | 28,765 | New |
| Cava GroupCAVA | 0.2% | $4m | 51,018 | -45% |
| Unusual MachinesUMAC | 0.2% | $4m | 176,254 | New |
| GE VernovaGEV | 0.2% | $4m | 3,276 | -43% |
| Quanta ServicesPWR | 0.2% | $4m | 5,291 | Held |
| Robinhood MarketsHOOD | 0.2% | $4m | 36,151 | Held |
| CoherentCOHR | 0.2% | $3m | 8,418 | -92% |
| Axon EnterpriseAXON | 0.2% | $3m | 5,053 | -45% |
| Evolv Technologies HoldingsEVLV | 0.1% | $3m | 485,360 | -40% |
| RokuROKU | 0.1% | $3m | 20,254 | Held |
Showing the largest 100 of 113.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 45.7% since 30 June 2025.
Where the money is
Technology34.2%
Industrials27.1%
Health care19.4%
Retail & consumer7.4%
Financial services4.5%
Materials2.8%
Everyday goods2.3%
Media & telecom1.6%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.