Next Century Growth Investors LLC Top Holdings and 13F Report (2026) About Next Century Growth Investors LLCInvestment ActivityNext Century Growth Investors LLC has $1.89 billion in total holdings as of June 30, 2026.Next Century Growth Investors LLC owns shares of 113 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 25.19% of the portfolio was purchased this quarter.About 28.00% of the portfolio was sold this quarter.This quarter, Next Century Growth Investors LLC has purchased 112 new stocks and bought additional shares in 38 stocks.Next Century Growth Investors LLC sold shares of 57 stocks and completely divested from 17 stocks this quarter.Largest Holdings Xometry $69,817,838Ligand Pharmaceuticals $62,757,140Alignment Healthcare $60,420,208Astronics $60,383,168Lincoln Educational Services $58,655,553 Largest New Holdings this Quarter 44980X109 - IPG Photonics $31,764,624 HoldingG2R11M108 - DPC Holdings $17,024,163 Holding10576N102 - Braze $16,208,958 Holding68989M202 - Ouster Inc $15,769,232 Holding25402D102 - DigitalOcean Holdings $12,500,687 Holding Largest Purchases this Quarter BillionToOne 273,903 shares (about $32.86M)Ligand Pharmaceuticals 102,666 shares (about $32.45M)IPG Photonics 270,752 shares (about $31.76M)Guardant Health 173,705 shares (about $26.06M)Agilysys 205,562 shares (about $21.48M) Largest Sales this Quarter Applied Optoelectronics 270,742 shares (about $40.11M)Coherent 101,581 shares (about $40.07M)Sterling Infrastructure 41,198 shares (about $34.58M)Aehr Test Systems 344,006 shares (about $33.05M)MYR Group 56,038 shares (about $28.04M) 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 PortfolioSectorXMTRXometry$69,817,838$6,184,905 ▼-8.1%723,3513.7%IndustrialsLGNDLigand Pharmaceuticals$62,757,140$32,451,696 ▲107.1%198,5423.3%HealthcareALHCAlignment Healthcare$60,420,208$6,560,179 ▲12.2%2,537,5983.2%HealthcareATROAstronics$60,383,168$3,512,951 ▼-5.5%743,0863.2%IndustrialsLINCLincoln Educational Services$58,655,553$6,729,514 ▲13.0%1,175,4623.1%Consumer DiscretionaryMIRMMirum Pharmaceuticals$49,194,335$4,059,285 ▲9.0%420,2132.6%HealthcareBillionToOne$43,728,750$32,862,881 ▲302.4%364,4672.3%COMGLBEGlobal-e Online$40,701,024$14,226,345 ▲53.7%1,171,9272.2%Consumer DiscretionaryUTIUniversal Technical Institute$40,604,939$244,773 ▼-0.6%949,3792.2%Consumer DiscretionaryAXGNAxoGen$40,302,899$304,069 ▲0.8%872,5462.1%HealthcareAEHRAehr Test Systems$39,454,819$33,045,216 ▼-45.6%410,7312.1%TechnologyAGYSAgilysys$38,252,434$21,481,229 ▲128.1%366,0522.0%TechnologyMYRGMYR Group$36,799,916$28,041,415 ▼-43.2%73,5412.0%IndustrialsPKEPark Aerospace$36,540,909$10,890,978 ▲42.5%957,5711.9%IndustrialsMAMAMama's Creations$35,534,298$4,362,701 ▲14.0%1,990,7171.9%Consumer StaplesIPGPIPG Photonics$31,764,624$31,764,624 ▲New Holding270,7521.7%TechnologySAIASaia$31,763,044$14,431,889 ▲83.3%75,4181.7%IndustrialsUCTTUltra Clean$31,386,197$8,616,428 ▼-21.5%220,1151.7%TechnologyRBCRBC Bearings$30,632,137$5,193,056 ▲20.4%47,5611.6%IndustrialsGHGuardant Health$30,106,820$26,060,961 ▲644.1%200,6721.6%HealthcareFTAI Aviation$28,944,545$2,369,031 ▲8.9%106,9921.5%COMKNXKnight-Swift Transportation$28,874,896$16,611,072 ▲135.4%370,8091.5%IndustrialsAlmonty Industries$28,821,934$1,302,759 ▼-4.3%1,740,4551.5%COMINODInnodata$27,643,082$200,740 ▼-0.7%365,7461.5%IndustrialsVCELVericel$27,253,862$20,456,724 ▲301.0%612,5841.4%HealthcareForgent Power Solutions$25,698,225$9,509,997 ▲58.7%460,0471.4%COMCovenant Logistics Group$24,383,207$11,355,939 ▲87.2%551,9061.3%COMMTSIMACOM Technology Solutions$24,257,336$25,288,139 ▼-51.0%63,7731.3%TechnologyCRSCarpenter Technology$23,741,554$11,528,739 ▼-32.7%38,4891.3%IndustrialsNVDANVIDIA$22,647,586$7,203 ▼0.0%113,1871.2%TechnologyIRTCiRhythm Technologies$22,251,262$2,112,314 ▲10.5%187,0641.2%HealthcareSTRLSterling Infrastructure$21,998,786$34,579,953 ▼-61.1%26,2091.2%IndustrialsLSCCLattice Semiconductor$21,393,903$21,373,712 ▼-50.0%139,8661.1%TechnologyGOOGLAlphabet$21,261,013$7,379,333 ▲53.2%59,4931.1%Communication ServicesAIPArteris$21,242,527$7,405,407 ▼-25.8%437,1791.1%TechnologyFROGJFrog$20,966,288$4,710,219 ▲29.0%230,7031.1%TechnologyHeartflow$19,698,993$540,883 ▲2.8%671,4041.0%COMPAYPaymentus$18,664,083$9,321,725 ▼-33.3%772,5201.0%FinanceSITMSiTime$17,762,967$19,503,104 ▼-52.3%23,8250.9%TechnologySilvaco Group$17,387,838$5,915,896 ▲51.6%1,260,9020.9%COMDPC Holdings$17,024,163$17,024,163 ▲New Holding347,0070.9%COMORNOrion Group$16,627,394$5,578,101 ▲50.5%988,5490.9%IndustrialsBRZEBraze$16,208,958$16,208,958 ▲New Holding747,3010.9%TechnologyICHRIchor$16,012,250$4,984,670 ▼-23.7%142,6100.8%TechnologyBLFSBioLife Solutions$15,781,330$5,560,145 ▲54.4%558,8290.8%HealthcareOuster Inc$15,769,232$15,769,232 ▲New Holding252,2270.8%COMFEIMFrequency Electronics$15,308,802$952,388 ▲6.6%230,7280.8%TechnologyAAPLApple$15,000,711$7,594,542 ▼-33.6%51,8410.8%TechnologyBROSDutch Bros$14,615,417$9,284,961 ▼-38.8%203,5290.8%Consumer DiscretionaryTCMDTactile Systems Technology$14,300,564$1,549,989 ▲12.2%480,2070.8%HealthcareAAONAAON$13,958,532$189,783 ▲1.4%110,0310.7%IndustrialsADPTAdaptive Biotechnologies$13,080,853$2,262,632 ▲20.9%609,8300.7%HealthcareDigitalOcean Holdings$12,500,687$12,500,687 ▲New Holding79,6070.7%COMMPTIM-tron Industries$12,311,752$1,581,740 ▲14.7%124,1730.7%TechnologyMRTNMarten Transport$12,132,941$4,874,205 ▲67.1%699,3050.6%IndustrialsMaxLinear$11,983,351$11,983,351 ▲New Holding93,5980.6%COMKestra Medical Technology$11,664,367$24,092 ▲0.2%458,5050.6%COMATROBAstronics$11,555,860$11,555,860 ▲New Holding152,0500.6%IndustrialsAVGOBroadcom$11,234,285$576,824 ▼-4.9%29,7400.6%TechnologyBLZEBackblaze$10,903,718$10,903,718 ▲New Holding687,4980.6%TechnologyMODModine Manufacturing$10,864,776$2,545,768 ▼-19.0%40,6890.6%IndustrialsWLDNWilldan Group$9,998,793$9,998,793 ▲New Holding126,4070.5%IndustrialsVelo3D Inc$9,711,397$9,711,397 ▲New Holding553,3560.5%COMSIBNSiBone$9,551,916$3,285,722 ▲52.4%585,2890.5%HealthcareLoar Holdings$9,416,618$654,634 ▼-6.5%116,8170.5%COMGEGE Aerospace$8,746,776$2,831,752 ▲47.9%23,4040.5%IndustrialsEquipmentshare.com$8,446,388$3,984,079 ▲89.3%429,6230.4%COMMSFTMicrosoft$8,154,963$3,037,129 ▼-27.1%21,8620.4%TechnologyKarman Holdings$8,087,788$458,665 ▼-5.4%162,0150.4%COMAMATApplied Materials$7,851,780$1,812,561 ▼-18.8%10,8600.4%TechnologyGSThe Goldman Sachs Group$7,711,696$2,023 ▼0.0%7,6250.4%FinanceStandardAero Inc$7,518,865$347,345 ▼-4.4%251,3830.4%COMGHMGraham$7,489,171$7,489,171 ▲New Holding60,4990.4%IndustrialsAAOIApplied Optoelectronics$7,406,370$40,113,133 ▼-84.4%49,9890.4%TechnologyHWMHowmet Aerospace$7,066,447$2,151 ▼0.0%26,2830.4%IndustrialsMPMP Materials$6,865,705$317,185 ▼-4.4%122,5800.4%MaterialsBWBBridgewater Bancshares$6,698,715$319,261 ▼-4.5%318,3800.4%FinanceCRWDCrowdStrike$6,666,027$2,289 ▼0.0%8,7350.4%TechnologyTEXTerex$6,155,538$1,735,116 ▼-22.0%85,0330.3%IndustrialsOnce Upon A Farm$6,063,800$1,188,352 ▲24.4%296,0840.3%COMAMDAdvanced Micro Devices$5,935,738$1,538,830 ▼-20.6%10,2180.3%TechnologyVRTVertiv$5,524,864$5,283,459 ▼-48.9%16,5010.3%IndustrialsOLLIOllie's Bargain Outlet$5,352,770$4,856,894 ▼-47.6%69,6250.3%Consumer DiscretionaryCATCaterpillar$5,252,086$2,195,823 ▼-29.5%4,9320.3%IndustrialsPLPlanet Labs PBC$5,025,357$4,301,831 ▼-46.1%151,6860.3%IndustrialsKOPNKopin$4,801,000$3,737,865 ▲351.6%1,071,6520.3%TechnologyShopify Inc$4,510,680$1,718,523 ▲61.5%39,5050.2%COMMETAMeta Platforms$4,310,858$776,214 ▼-15.3%7,6530.2%Communication ServicesVVisa$4,306,808$1,029 ▼0.0%12,5530.2%FinanceBoost Run Inc$4,094,687$4,094,687 ▲New Holding105,5060.2%COMGKOSGlaukos$4,020,196$4,020,196 ▲New Holding28,7650.2%HealthcareCAVACAVA Group$4,003,892$3,215,874 ▼-44.5%51,0180.2%Consumer DiscretionaryUnusual Machines$3,930,464$3,930,464 ▲New Holding176,2540.2%COMGE Vernova$3,848,841$2,850,210 ▼-42.5%3,2760.2%COMPWRQuanta Services$3,809,731$1,440 ▼0.0%5,2910.2%IndustrialsHOODRobinhood Markets$3,625,222$903 ▼0.0%36,1510.2%FinanceCOHRCoherent$3,320,648$40,070,652 ▼-92.3%8,4180.2%TechnologyAXONAxon Enterprise$2,832,762$2,296,258 ▼-44.8%5,0530.2%IndustrialsEVLVEvolv Technologies$2,815,088$1,867,374 ▼-39.9%485,3600.1%TechnologyROKURoku$2,797,887$691 ▼0.0%20,2540.1%Communication ServicesShowing largest 100 holdings. 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