Next Century Growth Investors LLC Top Holdings and 13F Report (2025) About Next Century Growth Investors LLCInvestment ActivityNext Century Growth Investors LLC has $1.33 billion in total holdings as of December 31, 2024.Next Century Growth Investors LLC owns shares of 130 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 25.15% of the portfolio was purchased this quarter.About 28.08% of the portfolio was sold this quarter.This quarter, Next Century Growth Investors LLC has purchased 127 new stocks and bought additional shares in 63 stocks.Next Century Growth Investors LLC sold shares of 43 stocks and completely divested from 21 stocks this quarter.Largest Holdings Paymentus $42,073,210PAR Technology $37,683,319Grid Dynamics $36,078,306Vericel $28,872,556ACV Auctions $28,516,924 Largest New Holdings this Quarter 70435P102 - Paycor HCM $24,105,958 HoldingG2717B108 - Cushman & Wakefield $16,580,299 Holding53263P105 - Limbach $13,374,179 Holding01625V104 - Alignment Healthcare $11,453,006 Holding705573103 - Pegasystems $10,852,114 Holding Largest Purchases this Quarter Paycor HCM 1,298,113 shares (about $24.11M)MYR Group 126,910 shares (about $18.88M)Cushman & Wakefield 1,267,607 shares (about $16.58M)Grid Dynamics 711,150 shares (about $15.82M)Limbach 156,350 shares (about $13.37M) Largest Sales this Quarter Tandem Diabetes Care 780,843 shares (about $28.13M)Innodata 491,135 shares (about $19.41M)Q2 144,196 shares (about $14.51M)RxSight 405,554 shares (about $13.94M)SI-BONE 880,173 shares (about $12.34M) 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 PortfolioSectorPAYPaymentus$42,073,210$1,689,268 ▼-3.9%1,287,8243.2%Business ServicesPARPAR Technology$37,683,319$5,114,951 ▲15.7%518,5542.8%Business ServicesGDYNGrid Dynamics$36,078,306$15,815,976 ▲78.1%1,622,2262.7%Computer and TechnologyVCELVericel$28,872,556$104,164 ▲0.4%525,8162.2%MedicalACVAACV Auctions$28,516,924$110,354 ▲0.4%1,320,2282.1%Retail/WholesaleSAIASaia$26,328,433$3,433,014 ▲15.0%57,7722.0%TransportationUTIUniversal Technical Institute$25,497,943$3,605,725 ▲16.5%991,7521.9%Consumer DiscretionaryATROAstronics$24,545,283$11,974,676 ▼-32.8%1,537,9251.8%AerospacePYCRPaycor HCM$24,105,958$24,105,958 ▲New Holding1,298,1131.8%Computer and TechnologyWGSGeneDx$23,981,396$13,135,451 ▲121.1%312,0141.8%MedicalPRCTPROCEPT BioRobotics$23,104,167$954,726 ▲4.3%286,9371.7%MedicalVCYTVeracyte$22,876,286$60,390 ▲0.3%577,6841.7%MedicalMYRGMYR Group$22,555,019$18,880,400 ▲513.8%151,6101.7%UtilitiesQTWOQ2$21,002,434$14,513,327 ▼-40.9%208,6681.6%Computer and TechnologyRBCRBC Bearings$19,620,293$1,289,593 ▲7.0%65,5891.5%IndustrialsGLBEGlobal-E Online$19,525,829$6,015,422 ▲44.5%358,0751.5%Retail/WholesaleAGYSAgilysys$19,288,270$57,557 ▲0.3%146,4451.4%Computer and TechnologyQNSTQuinStreet$18,908,864$1,374,326 ▲7.8%819,6301.4%Computer and TechnologyMTSIMACOM Technology Solutions$18,754,716$165,246 ▲0.9%144,3671.4%Computer and TechnologyAAPLApple$18,566,389$2,931,917 ▲18.8%74,1411.4%Computer and TechnologyEXLSExlService$18,487,243$162,875 ▲0.9%416,5671.4%Business ServicesSTRLSterling Infrastructure$18,272,108$5,675,586 ▲45.1%108,4721.4%ConstructionOLLIOllie's Bargain Outlet$17,791,183$3,848,780 ▲27.6%162,1361.3%Consumer StaplesAAONAAON$17,589,276$3,701,624 ▲26.7%149,4671.3%ConstructionMSFTMicrosoft$17,451,786$657,540 ▲3.9%41,4041.3%Computer and TechnologyVERXVertex$17,445,289$9,453,299 ▼-35.1%326,9971.3%Computer and TechnologyNVDANVIDIA$17,022,063$554,886 ▼-3.2%126,7561.3%Computer and TechnologyCWKCushman & Wakefield$16,580,299$16,580,299 ▲New Holding1,267,6071.2%FinanceFTAIFTAI Aviation$16,133,776$8,911,899 ▼-35.6%112,0091.2%AerospaceINODInnodata$15,937,981$19,409,655 ▼-54.9%403,2891.2%Computer and TechnologyCOHRCoherent$15,902,040$73,321 ▲0.5%167,8671.2%Business ServicesALKTAlkami Technology$15,465,131$56,927 ▼-0.4%421,6231.2%Computer and TechnologyKNSLKinsale Capital Group$15,337,196$8,390,015 ▼-35.4%32,9741.1%FinanceAORTArtivion$14,084,949$3,228,326 ▲29.7%492,6531.1%MedicalBROSDutch Bros$14,001,645$5,320,341 ▲61.3%267,3091.0%Retail/WholesaleLSCCLattice Semiconductor$13,823,563$3,768,924 ▲37.5%244,0171.0%Computer and TechnologyFLYWFlywire$13,707,742$11,160,636 ▼-44.9%664,7791.0%Computer and TechnologyFRPTFreshpet$13,690,547$120,710 ▲0.9%92,4351.0%Consumer StaplesLMBLimbach$13,374,179$13,374,179 ▲New Holding156,3501.0%ConstructionNTRANatera$13,354,504$8,668,191 ▼-39.4%84,3621.0%MedicalHXLHexcel$12,734,119$4,676,417 ▼-26.9%203,0961.0%AerospaceAMZNAmazon.com$12,649,588$1,597,817 ▲14.5%57,6580.9%Retail/WholesaleWALWestern Alliance Bancorporation$12,533,422$6,756,130 ▲116.9%150,0290.9%FinanceWaystar Holdings$11,985,926$8,025,225 ▲202.6%326,5920.9%COMALHCAlignment Healthcare$11,453,006$11,453,006 ▲New Holding1,018,0450.9%MedicalPEGAPegasystems$10,852,114$10,852,114 ▲New Holding116,4390.8%Computer and TechnologyLINCLincoln Educational Services$10,506,821$1,597,235 ▲17.9%664,1480.8%Consumer DiscretionaryCRSCarpenter Technology$10,430,037$10,430,037 ▲New Holding61,4580.8%Basic MaterialsAVPTAvePoint$10,043,693$10,043,693 ▲New Holding608,3400.8%Computer and TechnologySMWBSimilarweb$9,906,643$5,891,772 ▲146.7%699,1280.7%Computer and TechnologyGOOGLAlphabet$9,832,052$72,123 ▼-0.7%51,9390.7%Computer and TechnologyXMTRXometry$9,636,851$9,636,851 ▲New Holding225,8990.7%IndustrialsBYByline Bancorp$9,598,507$9,598,507 ▲New Holding330,9830.7%FinancePNFPPinnacle Financial Partners$9,461,425$9,461,425 ▲New Holding82,7120.7%FinanceKRNTKornit Digital$9,393,232$4,355,377 ▲86.5%303,4970.7%IndustrialsLoar Holdings$9,151,905$81,744 ▲0.9%123,8250.7%COMKNXKnight-Swift Transportation$9,041,516$2,464,503 ▲37.5%170,4660.7%TransportationATECAlphatec$9,015,613$211,700 ▲2.4%982,0930.7%MedicalINTAIntapp$8,791,673$6,281 ▼-0.1%137,1770.7%Computer and TechnologyWINGWingstop$8,279,030$8,279,030 ▲New Holding29,1310.6%Retail/WholesaleBLFSBioLife Solutions$8,064,681$3,225,971 ▲66.7%310,6580.6%MedicalMETAMeta Platforms$7,859,886$4,099 ▲0.1%13,4240.6%Computer and TechnologyGWREGuidewire Software$7,745,239$3,259,326 ▼-29.6%45,9440.6%Computer and TechnologySEMRSemrush$7,682,867$5,512 ▼-0.1%646,7060.6%Computer and TechnologyCRDOCredo Technology Group$7,666,375$69,428 ▲0.9%114,0660.6%Computer and TechnologyTSLATesla$7,645,095$4,865,060 ▲175.0%18,9310.6%Auto/Tires/TrucksGLDDGreat Lakes Dredge & Dock$7,535,679$5,510 ▼-0.1%667,4650.6%ConstructionMAMAMama's Creations$7,526,251$5,882 ▼-0.1%945,5090.6%Consumer StaplesCYBRCyberArk Software$7,393,931$65,297 ▲0.9%22,1940.6%Computer and TechnologyTNDMTandem Diabetes Care$7,270,240$28,125,962 ▼-79.5%201,8390.5%MedicalHQYHealthEquity$7,246,239$3,953,331 ▼-35.3%75,5210.5%MedicalONONON$7,238,896$591,516 ▼-7.6%132,1690.5%Retail/WholesaleStandardAero Inc$6,870,454$6,870,454 ▲New Holding277,4820.5%COMCWANClearwater Analytics$6,793,064$59,828 ▲0.9%246,8410.5%Computer and TechnologyMIRMMirum Pharmaceuticals$6,791,820$4,921 ▼-0.1%164,2520.5%MedicalELFe.l.f. Beauty$6,769,656$1,898,567 ▲39.0%53,9200.5%Consumer StaplesBLNDBlend Labs$6,306,036$29,756 ▲0.5%1,497,8710.5%Computer and TechnologyCSTLCastle Biosciences$6,268,453$29,928 ▲0.5%235,2140.5%MedicalPCTYPaylocity$6,031,773$6,031,773 ▲New Holding30,2390.5%Computer and TechnologyRXSTRxSight$5,875,507$13,942,945 ▼-70.4%170,8990.4%MedicalOneStream$5,873,209$2,648,424 ▲82.1%205,9330.4%COMWEAVWeave Communications$5,714,181$5,714,181 ▲New Holding358,9310.4%Computer and TechnologyGSHDGoosehead Insurance$5,684,375$4,074 ▼-0.1%53,0160.4%FinanceBABoeing$5,666,655$783,756 ▲16.1%32,0150.4%AerospaceSKWDSkyward Specialty Insurance Group$5,659,165$442,983 ▲8.5%111,9740.4%FinanceBowhead Specialty Holdings$5,611,343$2,506,575 ▼-30.9%157,9770.4%COMNOWServiceNow$5,569,870$3,180 ▲0.1%5,2540.4%Computer and TechnologyARCBArcBest$5,523,517$4,199 ▼-0.1%59,1890.4%TransportationKRUSKura Sushi USA$5,478,731$5,478,731 ▲New Holding60,4850.4%Retail/WholesaleCeribell$5,299,188$5,299,188 ▲New Holding204,7600.4%COMCOSTCostco Wholesale$5,231,901$2,749 ▲0.1%5,7100.4%Retail/WholesaleMRTNMarten Transport$4,929,013$3,094,901 ▼-38.6%315,7600.4%TransportationNEONeoGenomics$4,835,100$3,560 ▼-0.1%293,3920.4%MedicalCDNACareDx$4,704,783$4,704,783 ▲New Holding219,7470.4%MedicalMPTIM-tron Industries$4,559,926$4,559,926 ▲New Holding94,1550.3%ConstructionGSThe Goldman Sachs Group$4,310,683$1,053,048 ▼-19.6%7,5280.3%FinancePWRQuanta Services$4,225,904$1,580 ▲0.0%13,3710.3%ConstructionHROWHarrow$4,211,196$1,407,087 ▼-25.0%125,5200.3%MedicalAMDAdvanced Micro Devices$4,144,546$1,570 ▲0.0%34,3120.3%Computer and TechnologyORNOrion Group$4,048,828$362,820 ▼-8.2%552,3640.3%ConstructionShowing largest 100 holdings. 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