Next Century Growth Investors LLC Top Holdings and 13F Report (2026)

About Next Century Growth Investors LLC

Investment Activity

Next Century Growth Investors LLC has $1.38 billion in total holdings as of March 31, 2026.
Next Century Growth Investors LLC owns shares of 112 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 17.44% of the portfolio was purchased this quarter.
About 22.95% of the portfolio was sold this quarter.
This quarter, Next Century Growth Investors LLC has purchased 121 new stocks and bought additional shares in 30 stocks.
Next Century Growth Investors LLC sold shares of 62 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Astronics: $52,470,933
Lincoln Educational Services: $42,331,689
Alignment Healthcare: $39,857,779
Artivion: $37,487,930
MYR Group: $36,582,743

Largest New Holdings this Quarter

53220K504 - Ligand Pharmaceuticals: $19,141,643 Holding
90385V107 - Ultra Clean: $17,444,163 Holding
42238D107 - Heartflow: $15,886,735 Holding
607828100 - Modine Manufacturing: $10,883,826 Holding
499049104 - Knight-Swift Transportation: $9,068,331 Holding

Largest Purchases this Quarter

Ligand Pharmaceuticals: 95,876 shares (about $19.14M)
Ultra Clean: 280,543 shares (about $17.44M)
Heartflow: 652,969 shares (about $15.89M)
Global-e Online: 487,592 shares (about $15.04M)
Modine Manufacturing: 50,223 shares (about $10.88M)

Largest Sales this Quarter

Planet Labs PBC: 783,633 shares (about $21.90M)
Astronics: 281,295 shares (about $18.77M)
Applied Optoelectronics: 144,557 shares (about $12.23M)
Applied Digital: 365,337 shares (about $8.67M)
JFrog: 179,102 shares (about $8.41M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ATRO Astronics	$52,470,933	$18,770,815 â–¼	-26.3%	786,317	3.8%	Aerospace
LINC Lincoln Educational Services	$42,331,689	$10,142,785 â–²	31.5%	1,040,602	3.1%	Consumer Discretionary
ALHC Alignment Healthcare	$39,857,779	$814,238 â–¼	-2.0%	2,262,076	2.9%	Medical
AORT Artivion	$37,487,930	$757,814 â–¼	-2.0%	1,023,701	2.7%	Medical
MYRG MYR Group	$36,582,743	$823,527 â–¼	-2.2%	129,579	2.7%	Utilities
MIRM Mirum Pharmaceuticals	$35,616,092	$1,617,019 â–²	4.8%	385,539	2.6%	Medical
UTI Universal Technical Institute	$34,479,182	$6,063,536 â–¼	-15.0%	955,102	2.5%	Consumer Discretionary
XMTR Xometry	$32,158,641	$660,914 â–¼	-2.0%	787,430	2.3%	Industrials
PAY Paymentus	$29,422,166	$591,083 â–¼	-2.0%	1,158,353	2.1%	Business Services
MTSI MACOM Technology Solutions	$28,925,949	$1,063,715 â–²	3.8%	130,256	2.1%	Computer and Technology
AXGN AxoGen	$28,689,354	$2,189,264 â–²	8.3%	865,963	2.1%	Medical
AEHR Aehr Test Systems	$27,985,647	$7,498,725 â–²	36.6%	754,737	2.0%	Computer and Technology
STRL Sterling Infrastructure	$27,452,848	$5,918,447 â–¼	-17.7%	67,407	2.0%	Construction
AAOI Applied Optoelectronics	$27,130,635	$12,228,076 â–¼	-31.1%	320,731	2.0%	Computer and Technology
MAMA Mama's Creations	$26,788,364	$842,365 â–²	3.2%	1,746,308	1.9%	Consumer Staples
Almonty Industries	$26,340,915	$523,249 â–¼	-1.9%	1,819,124	1.9%	COM
COHR Coherent	$26,202,861	$2,496,917 â–²	10.5%	109,999	1.9%	Business Services
LSCC Lattice Semiconductor	$25,935,696	$2,907,562 â–¼	-10.1%	279,600	1.9%	Computer and Technology
ATEC Alphatec	$25,789,701	$521,380 â–¼	-2.0%	2,370,377	1.9%	Medical
FTAI Aviation	$24,067,575	$4,820,865 â–¼	-16.7%	98,235	1.7%	COM
GLBE Global-e Online	$23,516,955	$15,042,213 â–²	177.5%	762,300	1.7%	Retail/Wholesale
CRS Carpenter Technology	$22,537,102	$542,350 â–¼	-2.3%	57,179	1.6%	Basic Materials
RBC RBC Bearings	$21,452,153	$1,484,890 â–²	7.4%	39,498	1.6%	Industrials
IRTC iRhythm Technologies	$19,981,494	$416,847 â–¼	-2.0%	169,306	1.4%	Medical
AAPL Apple	$19,817,699	$333,734 â–¼	-1.7%	78,087	1.4%	Computer and Technology
NVDA NVIDIA	$19,746,091	$1,914,912 â–¼	-8.8%	113,223	1.4%	Computer and Technology
LGND Ligand Pharmaceuticals	$19,141,643	$19,141,643 â–²	New Holding	95,876	1.4%	Medical
PKE Park Aerospace	$18,403,959	$4,000,601 â–²	27.8%	672,168	1.3%	Aerospace
UCTT Ultra Clean	$17,444,163	$17,444,163 â–²	New Holding	280,543	1.3%	Computer and Technology
SITM SiTime	$17,261,974	$3,724,600 â–²	27.5%	49,984	1.3%	Computer and Technology
BROS Dutch Bros	$16,861,066	$1,211,686 â–²	7.7%	332,828	1.2%	Retail/Wholesale
Heartflow	$15,886,735	$15,886,735 â–²	New Holding	652,969	1.2%	COM
SAIA Saia	$14,455,523	$3,657,527 â–²	33.9%	41,151	1.0%	Transportation
INOD Innodata	$14,227,685	$99,138 â–²	0.7%	368,402	1.0%	Computer and Technology
Karman Holdings	$13,704,800	$4,892,416 â–¼	-26.3%	171,203	1.0%	COM
Legence Corp	$13,443,916	$221,944 â–¼	-1.6%	238,114	1.0%	COM
OLLI Ollie's Bargain Outlet	$12,222,912	$4,384,141 â–²	55.9%	132,800	0.9%	Consumer Staples
AGYS Agilysys	$11,417,258	$5,513,350 â–²	93.4%	160,490	0.8%	Computer and Technology
TCMD Tactile Systems Technology	$11,187,794	$997,617 â–²	9.8%	428,159	0.8%	Medical
GOOGL Alphabet	$11,169,980	$1,308,398 â–²	13.3%	38,844	0.8%	Computer and Technology
MSFT Microsoft	$11,106,580	$4,889,205 â–¼	-30.6%	30,004	0.8%	Computer and Technology
MOD Modine Manufacturing	$10,883,826	$10,883,826 â–²	New Holding	50,223	0.8%	Auto/Tires/Trucks
APLD Applied Digital	$10,253,306	$8,673,100 â–¼	-45.8%	431,900	0.7%	Finance
WULF TeraWulf	$10,021,288	$7,013,831 â–¼	-41.2%	694,476	0.7%	Finance
CELH Celsius	$9,838,178	$1,041,622 â–²	11.8%	277,288	0.7%	Consumer Staples
AIP Arteris	$9,692,777	$1,581,824 â–²	19.5%	589,585	0.7%	Computer and Technology
AVGO Broadcom	$9,677,449	$162,493 â–¼	-1.7%	31,267	0.7%	Computer and Technology
TMDX TransMedics Group	$9,587,597	$201,106 â–¼	-2.1%	96,445	0.7%	Medical
FEIM Frequency Electronics	$9,576,713	$136,719 â–¼	-1.4%	216,374	0.7%	Computer and Technology
Kestra Medical Technology	$9,119,130	$165,160 â–¼	-1.8%	457,558	0.7%	COM
KNX Knight-Swift Transportation	$9,068,331	$9,068,331 â–²	New Holding	157,491	0.7%	Transportation
AAON AAON	$8,981,271	$2,552,506 â–¼	-22.1%	108,535	0.7%	Construction
ICHR Ichor	$8,716,303	$8,716,303 â–²	New Holding	187,005	0.6%	Computer and Technology
Forgent Power Solutions	$8,482,446	$8,482,446 â–²	New Holding	289,800	0.6%	COM
FROG JFrog	$8,394,556	$8,405,256 â–¼	-50.0%	178,874	0.6%	Computer and Technology
VRT Vertiv	$8,088,972	$207,981 â–¼	-2.5%	32,281	0.6%	Computer and Technology
Covenant Logistics Group	$8,005,666	$8,005,666 â–²	New Holding	294,868	0.6%	COM
PL Planet Labs PBC	$7,868,847	$21,902,541 â–¼	-73.6%	281,533	0.6%	Computer and Technology
CAVA CAVA Group	$7,442,395	$7,442,395 â–²	New Holding	91,995	0.5%	Retail/Wholesale
MPTI M-tron Industries	$7,234,507	$111,238 â–¼	-1.5%	108,220	0.5%	Construction
ORN Orion Group	$7,160,362	$117,066 â–¼	-1.6%	656,914	0.5%	Construction
Loar Holdings	$7,157,698	$4,520,296 â–²	171.4%	124,938	0.5%	COM
BillionToOne	$7,149,122	$4,255,261 â–²	147.0%	90,564	0.5%	COM
AMZN Amazon.com	$7,068,058	$3,644,516 â–¼	-34.0%	33,937	0.5%	Retail/Wholesale
ADPT Adaptive Biotechnologies	$7,000,322	$6,096,803 â–¼	-46.6%	504,346	0.5%	Medical
ADMA ADMA Biologics	$6,977,668	$2,940,296 â–¼	-29.6%	774,436	0.5%	Medical
BLFS BioLife Solutions	$6,905,815	$1,888,328 â–²	37.6%	361,940	0.5%	Medical
StandardAero Inc	$6,793,186	$162,858 â–¼	-2.3%	262,996	0.5%	COM
GS The Goldman Sachs Group	$6,452,365	$107,441 â–¼	-1.6%	7,627	0.5%	Finance
TEX Terex	$6,442,018	$6,442,018 â–²	New Holding	109,002	0.5%	Industrials
MP MP Materials	$6,189,007	$148,834 â–¼	-2.3%	128,243	0.4%	Basic Materials
HWM Howmet Aerospace	$6,059,023	$1,343,812 â–¼	-18.2%	26,291	0.4%	Aerospace
BE Bloom Energy	$6,056,132	$146,058 â–¼	-2.4%	44,698	0.4%	Energy
BWB Bridgewater Bancshares	$5,903,905	$96,607 â–¼	-1.6%	333,554	0.4%	Finance
Silvaco Group	$5,889,873	$5,889,873 â–²	New Holding	831,903	0.4%	COM
MRTN Marten Transport	$5,493,211	$5,493,211 â–²	New Holding	418,371	0.4%	Transportation
Waystar Holdings	$5,222,611	$492,302 â–¼	-8.6%	216,616	0.4%	COM
META Meta Platforms	$5,166,906	$86,964 â–¼	-1.7%	9,031	0.4%	Computer and Technology
GE Vernova	$4,977,275	$599,682 â–¼	-10.8%	5,702	0.4%	COM
CAT Caterpillar	$4,954,969	$1,394,249 â–²	39.2%	6,994	0.4%	Industrials
VCEL Vericel	$4,914,900	$4,914,900 â–²	New Holding	152,779	0.4%	Medical
EVLV Evolv Technologies	$4,884,292	$79,600 â–¼	-1.6%	807,321	0.4%	Computer and Technology
SIBN SiBone	$4,849,389	$3,055,954 â–²	170.4%	383,958	0.4%	Medical
Equipmentshare.com	$4,623,460	$4,623,460 â–²	New Holding	226,974	0.3%	COM
AMAT Applied Materials	$4,568,706	$4,568,706 â–²	New Holding	13,367	0.3%	Computer and Technology
GE GE Aerospace	$4,491,227	$484,112 â–¼	-9.7%	15,827	0.3%	Aerospace
INSM Insmed	$4,278,827	$959,208 â–²	28.9%	26,167	0.3%	Medical
York Space Systems	$4,252,582	$4,252,582 â–²	New Holding	191,817	0.3%	COM
Zeta Global	$4,203,309	$1,728,179 â–¼	-29.1%	264,027	0.3%	COM
TSLA Tesla	$3,926,795	$66,543 â–¼	-1.7%	10,563	0.3%	Auto/Tires/Trucks
Once Upon A Farm	$3,892,264	$3,892,264 â–²	New Holding	238,059	0.3%	COM
AXON Axon Enterprise	$3,885,488	$1,149,636 â–²	42.0%	9,149	0.3%	Aerospace
V Visa	$3,794,925	$899,466 â–²	31.1%	12,556	0.3%	Business Services
PEGA Pegasystems	$3,493,197	$1,472,108 â–¼	-29.6%	82,077	0.3%	Computer and Technology
CRWD CrowdStrike	$3,411,402	$1,916,913 â–²	128.3%	8,738	0.2%	Computer and Technology
KNSL Kinsale Capital Group	$3,281,985	$2,810,836 â–¼	-46.1%	9,606	0.2%	Finance
LMB Limbach	$2,946,933	$48,703 â–¼	-1.6%	37,757	0.2%	Construction
PWR Quanta Services	$2,905,962	$111,451 â–¼	-3.7%	5,293	0.2%	Construction
Shopify Inc	$2,900,733	$1,611,097 â–¼	-35.7%	24,454	0.2%	COM
AMD Advanced Micro Devices	$2,617,533	$44,551 â–¼	-1.7%	12,867	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Next Century Growth Investors LLC Top Holdings and 13F Report (2026)

About Next Century Growth Investors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Next Century Growth Investors LLC Top Holdings and 13F Report (2026)

About Next Century Growth Investors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNext Century Growth Investors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools