Next Century Growth Investors LLC Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Next Century Growth Investors LLCInvestment ActivityNext Century Growth Investors LLC has $1.15 billion in total holdings as of March 31, 2024.Next Century Growth Investors LLC owns shares of 120 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 14.05% of the portfolio was purchased this quarter.About 11.30% of the portfolio was sold this quarter.This quarter, Next Century Growth Investors LLC has purchased 116 new stocks and bought additional shares in 84 stocks.Next Century Growth Investors LLC sold shares of 22 stocks and completely divested from 10 stocks this quarter.Largest Holdings Astronics $42,471,785Vertex $40,496,763Verra Mobility $35,313,747TransMedics Group $34,915,577LGI Homes $31,638,675 Largest New Holdings this Quarter QuinStreet $11,653,886 HoldingGoosehead Insurance $7,968,085 HoldingCyberArk Software $7,855,210 HoldingJFrog $5,899,788 Holdingmonday.com $5,477,799 Holding Largest Purchases this Quarter Tandem Diabetes Care 391,384 shares (about $13.86M)QuinStreet 659,903 shares (about $11.65M)Vericel 191,351 shares (about $9.95M)Goosehead Insurance 119,605 shares (about $7.97M)CyberArk Software 29,572 shares (about $7.86M) Largest Sales this Quarter Credo Technology Group 463,981 shares (about $9.83M)Celsius 113,253 shares (about $9.39M)Verra Mobility 375,469 shares (about $9.38M)OrthoPediatrics 310,632 shares (about $9.06M)RxSight 146,508 shares (about $7.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNext Century Growth Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorATROAstronics$42,471,785$150,683 ▲0.4%2,230,6613.7%AerospaceVERXVertex$40,496,763$688,589 ▼-1.7%1,275,0873.5%Computer and TechnologyVRRMVerra Mobility$35,313,747$9,375,461 ▼-21.0%1,414,2473.1%Industrial ProductsTMDXTransMedics Group$34,915,577$702,430 ▲2.1%472,2153.0%MedicalLGIHLGI Homes$31,638,675$633,053 ▲2.0%271,8802.7%FinanceTNDMTandem Diabetes Care$30,200,445$13,858,907 ▲84.8%852,8792.6%MedicalSPTSprout Social$30,089,540$554,049 ▲1.9%503,9282.6%Computer and TechnologyFLYWFlywire$30,079,296$560,681 ▲1.9%1,212,3862.6%Business ServicesNSSCNapco Security Technologies$29,590,169$513,486 ▲1.8%736,8072.6%Industrial ProductsKNSLKinsale Capital Group$28,100,876$3,973,331 ▼-12.4%53,5522.4%FinanceQTWOQ2$27,297,246$533,169 ▲2.0%519,3542.4%Computer and TechnologyRXSTRxSight$26,332,260$7,556,882 ▼-22.3%510,5132.3%MedicalAVAVAeroVironment$26,275,104$445,278 ▲1.7%171,4192.3%AerospaceSAIASaia$24,635,520$689,130 ▼-2.7%42,1122.1%TransportationFRPTFreshpet$22,513,799$2,597,465 ▲13.0%194,3192.0%Consumer StaplesATECAlphatec$21,856,115$5,380,086 ▼-19.8%1,584,9251.9%MedicalVCELVericel$20,764,823$9,954,079 ▲92.1%399,1701.8%MedicalKRUSKura Sushi USA$19,808,556$4,274,969 ▼-17.8%172,0091.7%Retail/WholesaleMYRGMYR Group$18,988,252$272,372 ▲1.5%107,4301.6%UtilitiesMSFTMicrosoft$18,176,366$243,176 ▲1.4%43,2031.6%Computer and TechnologyCELHCelsius$17,981,699$9,390,938 ▼-34.3%216,8561.6%Consumer StaplesSIBNSI-BONE$17,518,617$5,373,403 ▼-23.5%1,070,1661.5%MedicalMTSIMACOM Technology Solutions$17,087,424$580,917 ▲3.5%178,6641.5%Computer and TechnologyPAYPaymentus$15,501,827$7,838,717 ▲102.3%681,3991.3%Business ServicesAGYSAgilysys$14,520,188$247,809 ▲1.7%172,3261.3%Computer and TechnologyHXLHexcel$13,813,817$858,537 ▼-5.9%189,6201.2%AerospaceSPSCSPS Commerce$12,655,850$437,104 ▲3.6%68,4471.1%Business ServicesLSCCLattice Semiconductor$12,425,583$428,857 ▲3.6%158,8341.1%Computer and TechnologyNVDANVIDIA$12,131,196$162,641 ▲1.4%13,4261.1%Computer and TechnologyTCMDTactile Systems Technology$11,683,262$6,287,303 ▲116.5%718,9701.0%MedicalQNSTQuinStreet$11,653,886$11,653,886 ▲New Holding659,9031.0%Computer and TechnologyNTRANatera$11,338,844$3,940,005 ▲53.3%123,9761.0%MedicalGOOGLAlphabet$11,236,134$151,232 ▲1.4%74,4461.0%Computer and TechnologyARCBArcBest$10,882,297$42,037 ▲0.4%76,3670.9%TransportationAMZNAmazon.com$10,327,296$138,532 ▲1.4%57,2530.9%Retail/WholesaleRBCRBC Bearings$10,280,329$355,510 ▲3.6%38,0260.9%Industrial ProductsTMCITreace Medical Concepts$10,045,994$5,341,613 ▲113.5%769,8080.9%MedicalEXLSExlService$9,902,997$2,332,848 ▲30.8%311,4150.9%Business ServicesMEDPMedpace$9,399,316$2,924,025 ▲45.2%23,2570.8%MedicalALKTAlkami Technology$9,093,479$4,617,636 ▲103.2%370,1050.8%Computer and TechnologySEMRSemrush$9,032,712$4,883,393 ▲117.7%681,2000.8%Computer and TechnologyPWRQuanta Services$8,834,239$264,996 ▲3.1%34,0040.8%ConstructionMRTNMarten Transport$7,999,400$22,841 ▲0.3%432,8680.7%TransportationGSHDGoosehead Insurance$7,968,085$7,968,085 ▲New Holding119,6050.7%FinanceMETAMeta Platforms$7,930,978$106,828 ▲1.4%16,3330.7%Computer and TechnologyPGNYProgyny$7,902,925$270,140 ▲3.5%207,1540.7%MedicalCYBRCyberArk Software$7,855,210$7,855,210 ▲New Holding29,5720.7%Computer and TechnologyAAPLApple$7,573,585$3,263,436 ▼-30.1%44,1660.7%Computer and TechnologyINSPInspire Medical Systems$6,971,439$240,780 ▲3.6%32,4570.6%MedicalAPPFAppFolio$6,921,550$1,532,502 ▼-18.1%28,0520.6%Computer and TechnologyACVAACV Auctions$6,732,029$2,868,037 ▲74.2%358,6590.6%Retail/WholesaleFIVNFive9$6,470,495$223,782 ▲3.6%104,1780.6%Computer and TechnologyRYANRyan Specialty$6,453,595$218,892 ▲3.5%116,2810.6%FinanceLLYEli Lilly and Company$6,191,005$82,464 ▲1.3%7,9580.5%MedicalDCBODocebo$6,159,724$2,424,363 ▲64.9%125,7600.5%Computer and TechnologyCCSCentury Communities$5,930,214$107,694 ▲1.8%61,4530.5%ConstructionFROGJFrog$5,899,788$5,899,788 ▲New Holding133,4190.5%Computer and TechnologyGWREGuidewire Software$5,680,392$196,306 ▲3.6%48,6710.5%Computer and TechnologyNOWServiceNow$5,605,927$74,715 ▲1.4%7,3530.5%Computer and TechnologyGLBEGlobal-E Online$5,564,094$188,802 ▲3.5%153,0700.5%Retail/WholesaleMNDYmonday.com$5,477,799$5,477,799 ▲New Holding24,2520.5%Computer and TechnologyINODInnodata$5,434,426$104,623 ▼-1.9%823,3980.5%Computer and TechnologySmith Douglas Homes$5,315,676$5,315,676 ▲New Holding178,9790.5%COMFWRGFirst Watch Restaurant Group$5,190,782$24,226 ▲0.5%210,8360.5%Retail/WholesaleNEONeoGenomics$5,158,596$20,106 ▲0.4%328,1550.4%MedicalCAVACAVA Group$4,987,770$4,987,770 ▲New Holding71,2030.4%Retail/WholesaleCSTLCastle Biosciences$4,861,326$123,752 ▲2.6%219,4730.4%MedicalACCDAccolade$4,823,765$4,823,765 ▲New Holding460,2830.4%Business ServicesPENPenumbra$4,751,502$549,023 ▼-10.4%21,2900.4%MedicalINTAIntapp$4,710,041$18,488 ▲0.4%137,3190.4%Computer and TechnologyBABoeing$4,612,268$61,371 ▲1.3%23,8990.4%AerospaceKIDSOrthoPediatrics$4,603,430$9,058,027 ▼-66.3%157,8680.4%MedicalDXCMDexCom$4,561,565$55,064 ▲1.2%32,8880.4%MedicalAMDAdvanced Micro Devices$4,497,810$575,943 ▼-11.4%24,9200.4%Computer and TechnologyVVisa$4,478,954$60,002 ▲1.4%16,0490.4%Business ServicesCOSTCostco Wholesale$4,468,310$60,076 ▲1.4%6,0990.4%Retail/WholesalePRCTPROCEPT BioRobotics$4,425,066$1,332,561 ▲43.1%89,5400.4%MedicalENFNEnfusion$4,322,700$881,072 ▲25.6%467,3190.4%Computer and TechnologyMAMastercard$4,272,007$56,825 ▲1.3%8,8710.4%Business ServicesODFLOld Dominion Freight Line$4,266,456$2,161,958 ▲102.7%19,4540.4%TransportationLFMDLifeMD$4,218,747$16,479 ▲0.4%410,3840.4%MedicalVRTXVertex Pharmaceuticals$4,147,495$1,561,267 ▲60.4%9,9220.4%MedicalWKWorkiva$4,057,256$139,920 ▲3.6%47,8450.4%Computer and TechnologyCWANClearwater Analytics$3,983,274$137,699 ▲3.6%225,1710.3%Computer and TechnologyCRWDCrowdStrike$3,869,841$51,615 ▲1.4%12,0710.3%Computer and TechnologyGDYNGrid Dynamics$3,861,972$620,657 ▲19.1%314,2370.3%Computer and TechnologyNVONovo Nordisk A/S$3,820,413$50,846 ▲1.3%29,7540.3%MedicalGSThe Goldman Sachs Group$3,361,151$44,693 ▲1.3%8,0470.3%FinanceBRZEBraze$3,350,453$115,623 ▲3.6%75,6310.3%Business ServicesADBEAdobe$3,310,176$809,883 ▲32.4%6,5600.3%Computer and TechnologyFNDFloor & Decor$3,283,922$111,473 ▲3.5%25,3350.3%ConstructionVCYTVeracyte$3,279,480$1,640,416 ▲100.1%147,9910.3%MedicalSYMSymbotic$3,231,540$2,994,525 ▲1,263.4%71,8120.3%Business ServicesCSGPCoStar Group$3,174,759$1,229,815 ▲63.2%32,8650.3%Computer and TechnologyVRTVertiv$3,026,608$35,445 ▲1.2%37,0590.3%Computer and TechnologyPRPermian Resources$2,980,990$235,302 ▼-7.3%168,7990.3%Oils/EnergyPANWPalo Alto Networks$2,980,239$39,778 ▲1.4%10,4890.3%Computer and TechnologyNFLXNetflix$2,878,136$2,878,136 ▲New Holding4,7390.2%Consumer DiscretionaryPGRProgressive$2,834,881$37,848 ▲1.4%13,7070.2%FinancePCTYPaylocity$2,648,018$2,026,057 ▼-43.3%15,4080.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
