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 $1.89 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: $69,817,838
Ligand Pharmaceuticals: $62,757,140
Alignment Healthcare: $60,420,208
Astronics: $60,383,168
Lincoln Educational Services: $58,655,553

Largest New Holdings this Quarter

44980X109 - IPG Photonics: $31,764,624 Holding
G2R11M108 - DPC Holdings: $17,024,163 Holding
10576N102 - Braze: $16,208,958 Holding
68989M202 - Ouster Inc: $15,769,232 Holding
25402D102 - 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 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
XMTR Xometry	$69,817,838	$6,184,905 â–¼	-8.1%	723,351	3.7%	Industrials
LGND Ligand Pharmaceuticals	$62,757,140	$32,451,696 â–²	107.1%	198,542	3.3%	Healthcare
ALHC Alignment Healthcare	$60,420,208	$6,560,179 â–²	12.2%	2,537,598	3.2%	Healthcare
ATRO Astronics	$60,383,168	$3,512,951 â–¼	-5.5%	743,086	3.2%	Industrials
LINC Lincoln Educational Services	$58,655,553	$6,729,514 â–²	13.0%	1,175,462	3.1%	Consumer Discretionary
MIRM Mirum Pharmaceuticals	$49,194,335	$4,059,285 â–²	9.0%	420,213	2.6%	Healthcare
BillionToOne	$43,728,750	$32,862,881 â–²	302.4%	364,467	2.3%	COM
GLBE Global-e Online	$40,701,024	$14,226,345 â–²	53.7%	1,171,927	2.2%	Consumer Discretionary
UTI Universal Technical Institute	$40,604,939	$244,773 â–¼	-0.6%	949,379	2.2%	Consumer Discretionary
AXGN AxoGen	$40,302,899	$304,069 â–²	0.8%	872,546	2.1%	Healthcare
AEHR Aehr Test Systems	$39,454,819	$33,045,216 â–¼	-45.6%	410,731	2.1%	Technology
AGYS Agilysys	$38,252,434	$21,481,229 â–²	128.1%	366,052	2.0%	Technology
MYRG MYR Group	$36,799,916	$28,041,415 â–¼	-43.2%	73,541	2.0%	Industrials
PKE Park Aerospace	$36,540,909	$10,890,978 â–²	42.5%	957,571	1.9%	Industrials
MAMA Mama's Creations	$35,534,298	$4,362,701 â–²	14.0%	1,990,717	1.9%	Consumer Staples
IPGP IPG Photonics	$31,764,624	$31,764,624 â–²	New Holding	270,752	1.7%	Technology
SAIA Saia	$31,763,044	$14,431,889 â–²	83.3%	75,418	1.7%	Industrials
UCTT Ultra Clean	$31,386,197	$8,616,428 â–¼	-21.5%	220,115	1.7%	Technology
RBC RBC Bearings	$30,632,137	$5,193,056 â–²	20.4%	47,561	1.6%	Industrials
GH Guardant Health	$30,106,820	$26,060,961 â–²	644.1%	200,672	1.6%	Healthcare
FTAI Aviation	$28,944,545	$2,369,031 â–²	8.9%	106,992	1.5%	COM
KNX Knight-Swift Transportation	$28,874,896	$16,611,072 â–²	135.4%	370,809	1.5%	Industrials
Almonty Industries	$28,821,934	$1,302,759 â–¼	-4.3%	1,740,455	1.5%	COM
INOD Innodata	$27,643,082	$200,740 â–¼	-0.7%	365,746	1.5%	Industrials
VCEL Vericel	$27,253,862	$20,456,724 â–²	301.0%	612,584	1.4%	Healthcare
Forgent Power Solutions	$25,698,225	$9,509,997 â–²	58.7%	460,047	1.4%	COM
Covenant Logistics Group	$24,383,207	$11,355,939 â–²	87.2%	551,906	1.3%	COM
MTSI MACOM Technology Solutions	$24,257,336	$25,288,139 â–¼	-51.0%	63,773	1.3%	Technology
CRS Carpenter Technology	$23,741,554	$11,528,739 â–¼	-32.7%	38,489	1.3%	Industrials
NVDA NVIDIA	$22,647,586	$7,203 â–¼	0.0%	113,187	1.2%	Technology
IRTC iRhythm Technologies	$22,251,262	$2,112,314 â–²	10.5%	187,064	1.2%	Healthcare
STRL Sterling Infrastructure	$21,998,786	$34,579,953 â–¼	-61.1%	26,209	1.2%	Industrials
LSCC Lattice Semiconductor	$21,393,903	$21,373,712 â–¼	-50.0%	139,866	1.1%	Technology
GOOGL Alphabet	$21,261,013	$7,379,333 â–²	53.2%	59,493	1.1%	Communication Services
AIP Arteris	$21,242,527	$7,405,407 â–¼	-25.8%	437,179	1.1%	Technology
FROG JFrog	$20,966,288	$4,710,219 â–²	29.0%	230,703	1.1%	Technology
Heartflow	$19,698,993	$540,883 â–²	2.8%	671,404	1.0%	COM
PAY Paymentus	$18,664,083	$9,321,725 â–¼	-33.3%	772,520	1.0%	Finance
SITM SiTime	$17,762,967	$19,503,104 â–¼	-52.3%	23,825	0.9%	Technology
Silvaco Group	$17,387,838	$5,915,896 â–²	51.6%	1,260,902	0.9%	COM
DPC Holdings	$17,024,163	$17,024,163 â–²	New Holding	347,007	0.9%	COM
ORN Orion Group	$16,627,394	$5,578,101 â–²	50.5%	988,549	0.9%	Industrials
BRZE Braze	$16,208,958	$16,208,958 â–²	New Holding	747,301	0.9%	Technology
ICHR Ichor	$16,012,250	$4,984,670 â–¼	-23.7%	142,610	0.8%	Technology
BLFS BioLife Solutions	$15,781,330	$5,560,145 â–²	54.4%	558,829	0.8%	Healthcare
Ouster Inc	$15,769,232	$15,769,232 â–²	New Holding	252,227	0.8%	COM
FEIM Frequency Electronics	$15,308,802	$952,388 â–²	6.6%	230,728	0.8%	Technology
AAPL Apple	$15,000,711	$7,594,542 â–¼	-33.6%	51,841	0.8%	Technology
BROS Dutch Bros	$14,615,417	$9,284,961 â–¼	-38.8%	203,529	0.8%	Consumer Discretionary
TCMD Tactile Systems Technology	$14,300,564	$1,549,989 â–²	12.2%	480,207	0.8%	Healthcare
AAON AAON	$13,958,532	$189,783 â–²	1.4%	110,031	0.7%	Industrials
ADPT Adaptive Biotechnologies	$13,080,853	$2,262,632 â–²	20.9%	609,830	0.7%	Healthcare
DigitalOcean Holdings	$12,500,687	$12,500,687 â–²	New Holding	79,607	0.7%	COM
MPTI M-tron Industries	$12,311,752	$1,581,740 â–²	14.7%	124,173	0.7%	Technology
MRTN Marten Transport	$12,132,941	$4,874,205 â–²	67.1%	699,305	0.6%	Industrials
MaxLinear	$11,983,351	$11,983,351 â–²	New Holding	93,598	0.6%	COM
Kestra Medical Technology	$11,664,367	$24,092 â–²	0.2%	458,505	0.6%	COM
ATROB Astronics	$11,555,860	$11,555,860 â–²	New Holding	152,050	0.6%	Industrials
AVGO Broadcom	$11,234,285	$576,824 â–¼	-4.9%	29,740	0.6%	Technology
BLZE Backblaze	$10,903,718	$10,903,718 â–²	New Holding	687,498	0.6%	Technology
MOD Modine Manufacturing	$10,864,776	$2,545,768 â–¼	-19.0%	40,689	0.6%	Industrials
WLDN Willdan Group	$9,998,793	$9,998,793 â–²	New Holding	126,407	0.5%	Industrials
Velo3D Inc	$9,711,397	$9,711,397 â–²	New Holding	553,356	0.5%	COM
SIBN SiBone	$9,551,916	$3,285,722 â–²	52.4%	585,289	0.5%	Healthcare
Loar Holdings	$9,416,618	$654,634 â–¼	-6.5%	116,817	0.5%	COM
GE GE Aerospace	$8,746,776	$2,831,752 â–²	47.9%	23,404	0.5%	Industrials
Equipmentshare.com	$8,446,388	$3,984,079 â–²	89.3%	429,623	0.4%	COM
MSFT Microsoft	$8,154,963	$3,037,129 â–¼	-27.1%	21,862	0.4%	Technology
Karman Holdings	$8,087,788	$458,665 â–¼	-5.4%	162,015	0.4%	COM
AMAT Applied Materials	$7,851,780	$1,812,561 â–¼	-18.8%	10,860	0.4%	Technology
GS The Goldman Sachs Group	$7,711,696	$2,023 â–¼	0.0%	7,625	0.4%	Finance
StandardAero Inc	$7,518,865	$347,345 â–¼	-4.4%	251,383	0.4%	COM
GHM Graham	$7,489,171	$7,489,171 â–²	New Holding	60,499	0.4%	Industrials
AAOI Applied Optoelectronics	$7,406,370	$40,113,133 â–¼	-84.4%	49,989	0.4%	Technology
HWM Howmet Aerospace	$7,066,447	$2,151 â–¼	0.0%	26,283	0.4%	Industrials
MP MP Materials	$6,865,705	$317,185 â–¼	-4.4%	122,580	0.4%	Materials
BWB Bridgewater Bancshares	$6,698,715	$319,261 â–¼	-4.5%	318,380	0.4%	Finance
CRWD CrowdStrike	$6,666,027	$2,289 â–¼	0.0%	8,735	0.4%	Technology
TEX Terex	$6,155,538	$1,735,116 â–¼	-22.0%	85,033	0.3%	Industrials
Once Upon A Farm	$6,063,800	$1,188,352 â–²	24.4%	296,084	0.3%	COM
AMD Advanced Micro Devices	$5,935,738	$1,538,830 â–¼	-20.6%	10,218	0.3%	Technology
VRT Vertiv	$5,524,864	$5,283,459 â–¼	-48.9%	16,501	0.3%	Industrials
OLLI Ollie's Bargain Outlet	$5,352,770	$4,856,894 â–¼	-47.6%	69,625	0.3%	Consumer Discretionary
CAT Caterpillar	$5,252,086	$2,195,823 â–¼	-29.5%	4,932	0.3%	Industrials
PL Planet Labs PBC	$5,025,357	$4,301,831 â–¼	-46.1%	151,686	0.3%	Industrials
KOPN Kopin	$4,801,000	$3,737,865 â–²	351.6%	1,071,652	0.3%	Technology
Shopify Inc	$4,510,680	$1,718,523 â–²	61.5%	39,505	0.2%	COM
META Meta Platforms	$4,310,858	$776,214 â–¼	-15.3%	7,653	0.2%	Communication Services
V Visa	$4,306,808	$1,029 â–¼	0.0%	12,553	0.2%	Finance
Boost Run Inc	$4,094,687	$4,094,687 â–²	New Holding	105,506	0.2%	COM
GKOS Glaukos	$4,020,196	$4,020,196 â–²	New Holding	28,765	0.2%	Healthcare
CAVA CAVA Group	$4,003,892	$3,215,874 â–¼	-44.5%	51,018	0.2%	Consumer Discretionary
Unusual Machines	$3,930,464	$3,930,464 â–²	New Holding	176,254	0.2%	COM
GE Vernova	$3,848,841	$2,850,210 â–¼	-42.5%	3,276	0.2%	COM
PWR Quanta Services	$3,809,731	$1,440 â–¼	0.0%	5,291	0.2%	Industrials
HOOD Robinhood Markets	$3,625,222	$903 â–¼	0.0%	36,151	0.2%	Finance
COHR Coherent	$3,320,648	$40,070,652 â–¼	-92.3%	8,418	0.2%	Technology
AXON Axon Enterprise	$2,832,762	$2,296,258 â–¼	-44.8%	5,053	0.2%	Industrials
EVLV Evolv Technologies	$2,815,088	$1,867,374 â–¼	-39.9%	485,360	0.1%	Technology
ROKU Roku	$2,797,887	$691 â–¼	0.0%	20,254	0.1%	Communication Services

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