Next Century Growth Investors LLC Top Holdings and 13F Report (2025) About Next Century Growth Investors LLCInvestment ActivityNext Century Growth Investors LLC has $1.29 billion in total holdings as of June 30, 2025.Next Century Growth Investors LLC owns shares of 123 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 15.44% of the portfolio was purchased this quarter.About 16.14% of the portfolio was sold this quarter.This quarter, Next Century Growth Investors LLC has purchased 123 new stocks and bought additional shares in 48 stocks.Next Century Growth Investors LLC sold shares of 62 stocks and completely divested from 12 stocks this quarter.Largest Holdings Astronics $42,448,421Paymentus $36,998,493Sterling Infrastructure $34,833,769iRhythm Technologies $34,619,907Universal Technical Institute $32,496,815 Largest New Holdings this Quarter 89377M109 - TransMedics Group $16,048,501 Holding00847J105 - Agilysys $12,361,631 Holding82835W108 - ARS Pharmaceuticals $10,868,261 Holding26856L103 - e.l.f. Beauty $9,175,210 Holding15118V207 - Celsius $6,346,847 Holding Largest Purchases this Quarter CareDx 850,580 shares (about $16.62M)Sterling Infrastructure 69,585 shares (about $16.06M)TransMedics Group 119,756 shares (about $16.05M)Agilysys 107,830 shares (about $12.36M)ARS Pharmaceuticals 622,823 shares (about $10.87M) Largest Sales this Quarter Innodata 404,808 shares (about $20.73M)GeneDx 195,427 shares (about $18.04M)Grid Dynamics 1,309,957 shares (about $15.13M)Guidewire Software 41,212 shares (about $9.70M)Global-e Online 243,068 shares (about $8.15M) 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$42,448,421$717,209 ▼-1.7%1,267,8743.3%AerospacePAYPaymentus$36,998,493$7,442,601 ▼-16.7%1,129,7252.9%Business ServicesSTRLSterling Infrastructure$34,833,769$16,055,347 ▲85.5%150,9722.7%ConstructionIRTCiRhythm Technologies$34,619,907$2,562,356 ▲8.0%224,8632.7%MedicalUTIUniversal Technical Institute$32,496,815$3,078,940 ▼-8.7%958,8912.5%Consumer DiscretionaryAORTArtivion$31,287,906$520,396 ▼-1.6%1,006,0422.4%MedicalALHCAlignment Healthcare$30,403,086$3,992,016 ▲15.1%2,171,6492.3%MedicalPARPAR Technology$28,970,646$5,771,237 ▼-16.6%417,6252.2%Business ServicesMYRGMYR Group$28,495,452$459,613 ▲1.6%157,0432.2%UtilitiesVCELVericel$28,451,014$3,664,151 ▲14.8%668,6492.2%MedicalXMTRXometry$26,105,917$3,659,491 ▲16.3%772,5932.0%IndustrialsATECAlphatec$22,874,158$4,240,833 ▲22.8%2,060,7351.8%MedicalMTSIMACOM Technology Solutions$22,694,700$1,143,311 ▲5.3%158,3831.8%Computer and TechnologyQTWOQ2$22,031,460$1,001,507 ▲4.8%235,4041.7%Computer and TechnologyCDNACareDx$21,991,371$16,620,333 ▲309.4%1,125,4541.7%MedicalRBCRBC Bearings$21,746,587$1,783,163 ▼-7.6%56,5141.7%IndustrialsLMBLimbach$21,615,608$4,222,474 ▼-16.3%154,2871.7%ConstructionOLLIOllie's Bargain Outlet$21,186,797$155,105 ▼-0.7%160,7741.6%Consumer StaplesWGSGeneDx$20,456,819$18,039,866 ▼-46.9%221,6101.6%MedicalAVPTAvePoint$19,691,816$6,818,148 ▲53.0%1,019,7731.5%Computer and TechnologyKNSLKinsale Capital Group$19,528,268$117,104 ▼-0.6%40,3561.5%FinanceMSFTMicrosoft$19,521,850$3,821,601 ▲24.3%39,2471.5%Computer and TechnologyNVDANVIDIA$17,884,941$1,817,359 ▲11.3%113,2031.4%Computer and TechnologyCRSCarpenter Technology$17,055,962$3,453,921 ▼-16.8%61,7121.3%Basic MaterialsLINCLincoln Educational Services$16,594,732$437,443 ▼-2.6%719,9451.3%Consumer DiscretionaryEXLSExlService$16,544,650$466,145 ▼-2.7%377,8181.3%Computer and TechnologyBROSDutch Bros$16,285,870$3,604,193 ▲28.4%238,2021.3%Retail/WholesaleTMDXTransMedics Group$16,048,501$16,048,501 ▲New Holding119,7561.2%MedicalACVAACV Auctions$15,618,578$5,926,577 ▼-27.5%962,9211.2%Retail/WholesaleSAIASaia$14,691,891$196,177 ▼-1.3%53,6221.1%TransportationWaystar Holdings$14,452,572$106,303 ▼-0.7%353,6231.1%COMAGXArgan$13,778,015$2,502,668 ▲22.2%62,4911.1%ConstructionHQYHealthEquity$13,562,753$3,268,198 ▲31.7%129,4651.0%MedicalALKTAlkami Technology$13,289,358$342,481 ▼-2.5%440,9211.0%Computer and TechnologyPENPenumbra$12,765,289$2,094,871 ▲19.6%49,7421.0%MedicalAAPLApple$12,660,220$248,666 ▼-1.9%61,7061.0%Computer and TechnologyAGYSAgilysys$12,361,631$12,361,631 ▲New Holding107,8301.0%Computer and TechnologyVERXVertex$11,709,418$86,995 ▼-0.7%331,3830.9%Computer and TechnologyAMZNAmazon.com$11,217,630$314,166 ▲2.9%51,1310.9%Retail/WholesaleFTAI Aviation$11,135,181$81,218 ▼-0.7%96,7940.9%COMLSCCLattice Semiconductor$11,060,668$83,675 ▼-0.8%225,7740.9%Computer and TechnologyPRCTPROCEPT BioRobotics$10,897,056$3,577,651 ▲48.9%189,1850.8%MedicalSPRYARS Pharmaceuticals$10,868,261$10,868,261 ▲New Holding622,8230.8%MedicalSITMSiTime$10,736,035$6,589,925 ▲158.9%50,3850.8%Computer and TechnologyOLOOLO$10,321,605$7,168,727 ▲227.4%1,159,7310.8%Computer and TechnologyCYBRCyberArk Software$10,134,160$1,710,523 ▲20.3%24,9070.8%Computer and TechnologyLoar Holdings$9,864,827$75,657 ▼-0.8%114,4810.8%COMMIRMMirum Pharmaceuticals$9,685,639$255,264 ▼-2.6%190,3250.7%MedicalELFe.l.f. Beauty$9,175,210$9,175,210 ▲New Holding73,7320.7%Consumer StaplesPCTYPaylocity$9,012,571$1,548,812 ▲20.8%49,7410.7%Computer and TechnologyStandardAero Inc$8,818,544$64,376 ▼-0.7%278,6270.7%COMCOHRCoherent$8,768,004$1,700,521 ▲24.1%98,2850.7%Business ServicesORNOrion Group$8,461,475$2,009,331 ▲31.1%932,9080.7%ConstructionGLDDGreat Lakes Dredge & Dock$7,902,655$207,132 ▼-2.6%648,2900.6%ConstructionCRDOCredo Technology Group$7,850,243$60,369 ▼-0.8%84,7850.6%Computer and TechnologyMAMAMama's Creations$7,622,670$197,125 ▼-2.5%918,3940.6%Consumer StaplesPBPBPotbelly$7,386,786$190,953 ▼-2.5%603,0030.6%Retail/WholesaleCWANClearwater Analytics$7,142,162$4,409,706 ▼-38.2%325,6800.6%Computer and TechnologySEMRSemrush$7,022,772$182,394 ▼-2.5%775,9970.5%Computer and TechnologyAVGOBroadcom$6,944,726$2,120,024 ▲43.9%25,1940.5%Computer and TechnologySNOWSnowflake$6,915,611$2,685 ▲0.0%30,9050.5%Computer and TechnologyINTAIntapp$6,879,449$175,921 ▼-2.5%133,2710.5%Computer and TechnologyBABoeing$6,715,646$2,724 ▲0.0%32,0510.5%AerospaceNFLXNetflix$6,691,632$835,617 ▲14.3%4,9970.5%Consumer DiscretionaryBYByline Bancorp$6,623,961$2,194,773 ▼-24.9%247,8100.5%FinanceGSThe Goldman Sachs Group$6,617,462$535,767 ▲8.8%9,3500.5%FinanceVCYTVeracyte$6,562,181$6,309,937 ▼-49.0%242,7740.5%MedicalWINGWingstop$6,507,837$2,749,482 ▲73.2%19,3260.5%Retail/WholesaleCELHCelsius$6,346,847$6,346,847 ▲New Holding136,8150.5%Consumer StaplesSKWDSkyward Specialty Insurance Group$6,288,072$161,523 ▼-2.5%108,8090.5%FinanceServiceTitan$6,277,211$6,277,211 ▲New Holding58,5670.5%COMWALWestern Alliance Bancorporation$6,248,147$4,659,227 ▼-42.7%80,1250.5%FinancePNFPPinnacle Financial Partners$6,231,098$3,939,539 ▼-38.7%56,4360.5%FinanceCOSTCostco Wholesale$6,181,185$2,970 ▲0.0%6,2440.5%Retail/WholesaleHWMHowmet Aerospace$6,163,136$2,420 ▲0.0%33,1120.5%AerospaceBSXBoston Scientific$5,853,307$3,966,221 ▲210.2%54,4950.5%MedicalBowhead Specialty Holdings$5,757,514$151,809 ▼-2.6%153,4110.4%COMGDYNGrid Dynamics$5,637,716$15,130,001 ▼-72.9%488,1140.4%Computer and TechnologyGLBEGlobal-e Online$5,606,948$8,152,499 ▼-59.3%167,1720.4%Retail/WholesaleKNXKnight-Swift Transportation$5,600,269$41,665 ▼-0.7%126,6170.4%TransportationGSHDGoosehead Insurance$5,432,393$142,755 ▼-2.6%51,4870.4%FinanceVRTVertiv$5,375,114$1,413,152 ▲35.7%41,8590.4%Computer and TechnologyPGRProgressive$5,187,491$1,334 ▲0.0%19,4390.4%FinanceTWFG Inc$5,053,930$1,283,170 ▲34.0%144,3980.4%COMINODInnodata$4,980,888$20,734,262 ▼-80.6%97,2450.4%Computer and TechnologyAtegrity Specialty Holdings$4,952,720$4,952,720 ▲New Holding230,1450.4%COMBLNDBlend Labs$4,940,294$81,144 ▼-1.6%1,497,0590.4%Computer and TechnologyBLFSBioLife Solutions$4,928,136$1,742,500 ▼-26.1%228,7900.4%MedicalSIBNSiBone$4,824,412$4,824,412 ▲New Holding256,3450.4%MedicalTITNTitan Machinery$4,755,430$4,755,430 ▲New Holding240,0520.4%Retail/WholesaleCovenant Logistics Group$4,662,464$120,574 ▼-2.5%193,3830.4%COMBWBBridgewater Bancshares$4,562,049$120,375 ▼-2.6%286,7410.4%FinanceMETAMeta Platforms$4,475,039$3,863,162 ▼-46.3%6,0630.3%Computer and TechnologyFROGJFrog$4,382,558$113,474 ▼-2.5%99,8760.3%Computer and TechnologyNOWServiceNow$4,365,227$375,249 ▲9.4%4,2460.3%Computer and TechnologyTSLATesla$3,947,243$1,678,833 ▲74.0%12,4260.3%Auto/Tires/TrucksGOOGLAlphabet$3,867,896$4,145,811 ▼-51.7%21,9480.3%Computer and TechnologyAIPArteris$3,785,020$100,561 ▼-2.6%397,1690.3%Computer and TechnologyCeribell$3,728,805$94,530 ▼-2.5%199,0820.3%COMVVisa$3,350,606$1,420 ▲0.0%9,4370.3%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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