Next Century Growth Investors LLC Top Holdings and 13F Report (2025) About Next Century Growth Investors LLCInvestment ActivityNext Century Growth Investors LLC has $1.12 billion in total holdings as of March 31, 2025.Next Century Growth Investors LLC owns shares of 123 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 16.96% of the portfolio was purchased this quarter.About 23.09% of the portfolio was sold this quarter.This quarter, Next Century Growth Investors LLC has purchased 130 new stocks and bought additional shares in 54 stocks.Next Century Growth Investors LLC sold shares of 52 stocks and completely divested from 25 stocks this quarter.Largest Holdings GeneDx $36,934,881Paymentus $35,417,178Alignment Healthcare $35,126,723Astronics $31,162,284PAR Technology $30,720,298 Largest New Holdings this Quarter 450056106 - iRhythm Technologies $21,796,469 Holding70975L107 - Penumbra $11,118,640 Holding04010E109 - Argan $6,708,033 Holding833445109 - Snowflake $4,515,320 Holding22284P105 - Covenant Logistics Group $4,404,124 Holding Largest Purchases this Quarter iRhythm Technologies 208,220 shares (about $21.80M)Alignment Healthcare 868,460 shares (about $16.17M)Artivion 530,122 shares (about $13.03M)Penumbra 41,579 shares (about $11.12M)Xometry 438,393 shares (about $10.92M) Largest Sales this Quarter Paycor HCM 864,452 shares (about $19.40M)PROCEPT BioRobotics 159,864 shares (about $9.31M)QuinStreet 400,628 shares (about $7.15M)Astronics 248,629 shares (about $6.01M)Cushman & Wakefield 580,412 shares (about $5.93M) 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 PortfolioSectorWGSGeneDx$36,934,881$9,301,362 ▲33.7%417,0373.3%MedicalPAYPaymentus$35,417,178$1,804,972 ▲5.4%1,356,9803.2%Business ServicesALHCAlignment Healthcare$35,126,723$16,170,725 ▲85.3%1,886,5053.1%MedicalATROAstronics$31,162,284$6,009,363 ▼-16.2%1,289,2962.8%AerospacePARPAR Technology$30,720,298$1,087,804 ▼-3.4%500,8202.7%Business ServicesGDYNGrid Dynamics$28,139,811$2,751,974 ▲10.8%1,798,0712.5%Computer and TechnologyUTIUniversal Technical Institute$26,957,374$1,489,183 ▲5.8%1,049,7422.4%Consumer DiscretionaryVCELVericel$25,992,711$2,530,802 ▲10.8%582,5352.3%MedicalAORTArtivion$25,139,809$13,030,399 ▲107.6%1,022,7752.2%MedicalIRTCiRhythm Technologies$21,796,469$21,796,469 ▲New Holding208,2201.9%MedicalKNSLKinsale Capital Group$19,759,452$3,710,677 ▲23.1%40,5981.8%FinanceRBCRBC Bearings$19,675,591$1,428,981 ▼-6.8%61,1481.8%IndustrialsSAIASaia$18,987,327$1,199,943 ▼-5.9%54,3381.7%TransportationOLLIOllie's Bargain Outlet$18,844,618$21,527 ▼-0.1%161,9511.7%Consumer StaplesACVAACV Auctions$18,715,859$113,847 ▲0.6%1,328,3081.7%Retail/WholesaleEXLSExlService$18,339,338$1,326,790 ▼-6.7%388,4631.6%Business ServicesINODInnodata$18,023,702$3,545,627 ▲24.5%502,0531.6%Computer and TechnologyQTWOQ2$17,978,487$1,282,960 ▲7.7%224,7031.6%Computer and TechnologyMYRGMYR Group$17,473,535$327,961 ▲1.9%154,5101.6%UtilitiesATECAlphatec$17,021,794$7,063,372 ▲70.9%1,678,6781.5%MedicalXMTRXometry$16,554,156$10,924,753 ▲194.1%664,2921.5%IndustrialsMTSIMACOM Technology Solutions$15,097,553$605,994 ▲4.2%150,4041.3%Computer and TechnologyGLBEGlobal-E Online$14,625,056$1,859,682 ▲14.6%410,2401.3%Retail/WholesaleVCYTVeracyte$14,119,804$3,008,526 ▼-17.6%476,2161.3%MedicalCWANClearwater Analytics$14,117,194$7,501,856 ▲113.4%526,7611.3%Computer and TechnologyAAPLApple$13,975,975$2,492,965 ▼-15.1%62,9181.2%Computer and TechnologyLMBLimbach$13,734,204$2,090,820 ▲18.0%184,4261.2%ConstructionCRSCarpenter Technology$13,445,186$2,310,226 ▲20.7%74,2091.2%Basic MaterialsWaystar Holdings$13,308,528$1,107,051 ▲9.1%356,2241.2%COMLSCCLattice Semiconductor$11,931,430$867,261 ▼-6.8%227,4821.1%Computer and TechnologyALKTAlkami Technology$11,872,455$804,851 ▲7.3%452,2841.1%Computer and TechnologyMSFTMicrosoft$11,848,809$3,693,837 ▼-23.8%31,5641.1%Computer and TechnologyLINCLincoln Educational Services$11,726,708$1,186,679 ▲11.3%738,9231.0%Consumer DiscretionaryVERXVertex$11,687,913$239,748 ▲2.1%333,8451.0%Computer and TechnologyBROSDutch Bros$11,451,905$5,051,752 ▼-30.6%185,4861.0%Retail/WholesalePENPenumbra$11,118,640$11,118,640 ▲New Holding41,5791.0%MedicalNVDANVIDIA$11,022,246$2,715,569 ▼-19.8%101,7001.0%Computer and TechnologyFTAIFTAI Aviation$10,825,425$1,610,934 ▼-13.0%97,5001.0%AerospaceWALWestern Alliance Bancorporation$10,746,519$780,209 ▼-6.8%139,8741.0%FinanceGWREGuidewire Software$9,883,989$1,275,922 ▲14.8%52,7540.9%Computer and TechnologyPNFPPinnacle Financial Partners$9,768,086$997,306 ▲11.4%92,1170.9%FinancePYCRPaycor HCM$9,731,352$19,398,301 ▼-66.6%433,6610.9%Computer and TechnologyAAONAAON$9,718,590$1,959,266 ▼-16.8%124,3900.9%ConstructionAVPTAvePoint$9,626,916$842,487 ▲9.6%666,6840.9%Computer and TechnologyAMZNAmazon.com$9,455,731$1,514,279 ▼-13.8%49,6990.8%Retail/WholesaleSTRLSterling Infrastructure$9,213,822$3,066,293 ▼-25.0%81,3870.8%ConstructionMIRMMirum Pharmaceuticals$8,800,112$1,400,559 ▲18.9%195,3410.8%MedicalHQYHealthEquity$8,683,943$2,010,152 ▲30.1%98,2680.8%MedicalBYByline Bancorp$8,630,681$27,834 ▼-0.3%329,9190.8%FinanceLoar Holdings$8,150,113$598,123 ▼-6.8%115,3590.7%COMINTAIntapp$7,979,320$29,073 ▼-0.4%136,6790.7%Computer and TechnologyPCTYPaylocity$7,717,096$2,052,122 ▲36.2%41,1930.7%Computer and TechnologyStandardAero Inc$7,476,809$84,689 ▲1.1%280,6610.7%COMQNSTQuinStreet$7,474,995$7,147,203 ▼-48.9%419,0020.7%Computer and TechnologySEMRSemrush$7,428,088$1,394,322 ▲23.1%796,1510.7%Computer and TechnologyPRCTPROCEPT BioRobotics$7,403,272$9,313,675 ▼-55.7%127,0730.7%MedicalBLFSBioLife Solutions$7,073,228$22,200 ▼-0.3%309,6860.6%MedicalGOOGLAlphabet$7,031,944$999,902 ▼-12.4%45,4730.6%Computer and TechnologyCWKCushman & Wakefield$7,023,132$5,931,810 ▼-45.8%687,1950.6%FinanceCYBRCyberArk Software$6,997,614$503,958 ▼-6.7%20,7030.6%Computer and TechnologyAGXArgan$6,708,033$6,708,033 ▲New Holding51,1400.6%ConstructionMETAMeta Platforms$6,511,138$1,225,918 ▼-15.8%11,2970.6%Computer and TechnologyBowhead Specialty Holdings$6,400,586$21,179 ▼-0.3%157,4560.6%COMGSHDGoosehead Insurance$6,238,290$20,779 ▼-0.3%52,8400.6%FinanceMAMAMama's Creations$6,133,357$21,906 ▼-0.4%942,1440.5%Consumer StaplesSKWDSkyward Specialty Insurance Group$5,906,083$19,580 ▼-0.3%111,6040.5%FinanceCOSTCostco Wholesale$5,902,612$502,209 ▲9.3%6,2410.5%Retail/WholesalePBPBPotbelly$5,882,800$4,405,745 ▲298.3%618,5910.5%Retail/WholesaleGLDDGreat Lakes Dredge & Dock$5,787,953$18,992 ▼-0.3%665,2820.5%ConstructionKRNTKornit Digital$5,772,596$18,126 ▼-0.3%302,5470.5%IndustrialsISRGIntuitive Surgical$5,617,847$2,205,437 ▲64.6%11,3430.5%MedicalKNXKnight-Swift Transportation$5,547,540$1,866,025 ▼-25.2%127,5590.5%TransportationPGRProgressive$5,500,016$2,377,850 ▲76.2%19,4340.5%FinanceBABoeing$5,464,080$3,923 ▲0.1%32,0380.5%AerospaceHXLHexcel$5,306,463$5,815,074 ▼-52.3%96,9040.5%AerospaceCOHRCoherent$5,144,741$5,756,541 ▼-52.8%79,2230.5%Business ServicesBLNDBlend Labs$5,097,520$79,653 ▲1.6%1,521,6480.5%Computer and TechnologyCDNACareDx$4,879,013$978,504 ▲25.1%274,8740.4%MedicalGSThe Goldman Sachs Group$4,694,269$581,799 ▲14.1%8,5930.4%FinanceSHOPShopify$4,537,114$2,170,833 ▲91.7%47,5190.4%Computer and TechnologySNOWSnowflake$4,515,320$4,515,320 ▲New Holding30,8930.4%Computer and TechnologyCVLGCovenant Logistics Group$4,404,124$4,404,124 ▲New Holding198,3840.4%TransportationWEAVWeave Communications$4,300,890$320,346 ▲8.0%387,8170.4%Computer and TechnologyHWMHowmet Aerospace$4,293,933$3,114 ▲0.1%33,0990.4%AerospaceRXSTRxSight$4,124,814$190,385 ▼-4.4%163,3590.4%MedicalBWBBridgewater Bancshares$4,087,924$13,626 ▼-0.3%294,3070.4%FinanceNFLXNetflix$4,077,953$2,798 ▲0.1%4,3730.4%Consumer DiscretionaryCeribell$3,921,318$12,122 ▼-0.3%204,1290.3%COMORNOrion Group$3,720,475$831,612 ▲28.8%711,3720.3%ConstructionCRDOCredo Technology Group$3,431,149$1,149,740 ▼-25.1%85,4370.3%Computer and TechnologyApplovin$3,374,392$1,102,805 ▲48.5%12,7350.3%COMTWFG Inc$3,330,119$11,684 ▼-0.3%107,7360.3%COMVVisa$3,305,889$2,804 ▲0.1%9,4330.3%Business ServicesFROGJFrog$3,278,784$3,278,784 ▲New Holding102,4620.3%Computer and TechnologyMPTIM-tron Industries$3,144,791$1,048,872 ▼-25.0%70,6060.3%ConstructionNOWServiceNow$3,089,819$1,093,100 ▼-26.1%3,8810.3%Computer and TechnologySITMSiTime$2,974,544$2,974,544 ▲New Holding19,4580.3%Computer and TechnologyAVGOBroadcom$2,930,527$2,930,527 ▲New Holding17,5030.3%Computer and TechnologyAIPArteris$2,817,352$892,378 ▲46.4%407,7210.3%Computer and TechnologyMAMastercard$2,758,687$2,192 ▲0.1%5,0330.2%Business ServicesShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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