Sponsored

The Analysis of NEXT CENTURY GROWTH INVESTORS LLC's Holdings & P&L

Currently, NEXT CENTURY GROWTH INVESTORS LLC holds 112 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in LGND (+95.9K shares, valued at $19.1M), UCTT (+280.5K shares, valued at $17.4M), HTFL (+653.0K shares, valued at $15.9M); decreased their positions in PL (-783.6K shares, valued at $21.9M), ATRO (-281.3K shares, valued at $18.8M), AAOI (-144.6K shares, valued at $12.2M); initiated new positions in LGND (+95.9K shares, valued at $19.1M), UCTT (+280.5K shares, valued at $17.4M), HTFL (+653.0K shares, valued at $15.9M).

1M P&L

+47.4M+2.92%

3M P&L

+276.6M+19.83%

HY P&L

+312.4M+23.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Devices137.6M

10.8%

2Aerospace & Defense116.3M

9.1%

3Semiconductors104.2M

8.2%

Top Industries by Stock Count

1Aerospace & Defense8 stocks

7.9%

2Medical Devices7 stocks

6.9%

3Biotechnology6 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ATRO Astronics Corp786.3K shares-26.35%2026-03-312026-05-14

LINC Lincoln Educational Services1.0M shares31.51%2026-03-312026-05-14

ALHC Alignment Healthcare2.3M shares-2.00%2026-03-312026-05-14

AORT Artivion Inc1.0M shares-1.98%2026-03-312026-05-14

MYRG MYR Group Inc129.6K shares-2.20%2026-03-312026-05-14

MIRM Mirum Pharmaceuticals385.5K shares4.76%2026-03-312026-05-14

UTI Universal Technical Institute955.1K shares-14.96%2026-03-312026-05-14

XMTR Xometry Inc787.4K shares-2.01%2026-03-312026-05-14

Sponsored

PAY Paymentus Holdings1.2M shares-1.97%2026-03-312026-05-14

MTSI MACOM Technology Solutions Hol130.3K shares3.82%2026-03-312026-05-14

AXGN Axogen Inc866.0K shares8.26%2026-03-312026-05-14

AEHR Aehr Test Systems754.7K shares36.60%2026-03-312026-05-14

STRL Sterling Infrastruture67.4K shares-17.74%2026-03-312026-05-14

AAOI Applied Optoelectronics320.7K shares-31.07%2026-03-312026-05-14

MAMA Mama's Creations1.7M shares3.25%2026-03-312026-05-14

ALM Almonty Industries1.8M shares-1.95%2026-03-312026-05-14

Sponsored

Coherent Corp Coherent Corp110.0K shares10.53%2026-03-312026-05-14

LSCC Lattice Semiconductor Corp279.6K shares-10.08%2026-03-312026-05-14

ATEC Alphatec Holdings Inc2.4M shares-1.98%2026-03-312026-05-14

FTAI Aviation FTAI Aviation98.2K shares-16.69%2026-03-312026-05-14

GLBE Global-E Online762.3K shares177.49%2026-03-312026-05-14

CRS Carpenter Technology57.2K shares-2.35%2026-03-312026-05-14

RBC RBC Bearings Inc39.5K shares7.44%2026-03-312026-05-14

IRTC iRhythm Holdings169.3K shares-2.04%2026-03-312026-05-14

Sponsored

AAPL Apple Computer Inc78.1K shares-1.66%2026-03-312026-05-14

NVDA Nvidia Corporation113.2K shares-8.84%2026-03-312026-05-14

LGND Ligand Pharmaceuticals95.9K sharesnew addition2026-03-312026-05-14

PKE Park AeroSpace672.2K shares27.78%2026-03-312026-05-14

UCTT Ultra Clean Holdings280.5K sharesnew addition2026-03-312026-05-14

SITM Sitime Corp50.0K shares27.51%2026-03-312026-05-14

BROS Dutch Bros Inc332.8K shares7.74%2026-03-312026-05-14

HTFL Heartflow653.0K sharesnew addition2026-03-312026-05-14

Sponsored

SAIA Saia Inc41.2K shares33.87%2026-03-312026-05-14

INOD Innodata Inc368.4K shares0.70%2026-03-312026-05-14

KRMN Karman Holdings171.2K shares-26.31%2026-03-312026-05-14

LGN Legence Corp238.1K shares-1.62%2026-03-312026-05-14

OLLI Ollie's Bargain Outlet132.8K shares55.93%2026-03-312026-05-14

AGYS Agilysys160.5K shares93.38%2026-03-312026-05-14

TCMD Tactile Systems428.2K shares9.79%2026-03-312026-05-14

Alphabet Inc-Cl A Alphabet Inc-Cl A38.8K shares13.27%2026-03-312026-05-14

Sponsored

MSFT Microsoft Corp.30.0K shares-30.57%2026-03-312026-05-14

MOD Modine Manufacturing50.2K sharesnew addition2026-03-312026-05-14

APLD Applied Digital Corp431.9K shares-45.83%2026-03-312026-05-14

WULF Terawulf Inc694.5K shares-41.17%2026-03-312026-05-14

CELH Celsius Holdings277.3K shares11.84%2026-03-312026-05-14

AIP Arteris589.6K shares19.50%2026-03-312026-05-14

Broadcom Broadcom31.3K shares-1.65%2026-03-312026-05-14

TMDX Transmedics Group Inc96.4K shares-2.05%2026-03-312026-05-14

Sponsored

FEIM Frequency Electronics216.4K shares-1.41%2026-03-312026-05-14

KMTS Kestra Medical Technology457.6K shares-1.78%2026-03-312026-05-14

KNX Knight-Swift Transportation Ho157.5K sharesnew addition2026-03-312026-05-14

AAON Aaon Inc108.5K shares-22.13%2026-03-312026-05-14

ICHR Ichor Holdings187.0K sharesnew addition2026-03-312026-05-14

Forgent Power Solutions Forgent Power Solutions289.8K sharesnew addition2026-03-312026-05-14

FROG JFrog178.9K shares-50.03%2026-03-312026-05-14

VRT Vertiv Holdings32.3K shares-2.51%2026-03-312026-05-14

Sponsored

CVLG Covenant Logistics Group294.9K sharesnew addition2026-03-312026-05-14

PL Planet Labs PBC281.5K shares-73.57%2026-03-312026-05-14

CAVA CAVA Group92.0K sharesnew addition2026-03-312026-05-14

MPTI M-Tron Industries108.2K shares-1.51%2026-03-312026-05-14

ORN Orion Group Holdings656.9K shares-1.61%2026-03-312026-05-14

LOAR Loar Holdings124.9K shares171.39%2026-03-312026-05-14

BillionToOne BillionToOne90.6K shares147.04%2026-03-312026-05-14

AMZN Amazon.Com33.9K shares-34.02%2026-03-312026-05-14

Sponsored

ADPT Adaptive Biotechnologies504.3K shares-46.55%2026-03-312026-05-14

ADMA ADMA Biologics774.4K shares-29.65%2026-03-312026-05-14

BLFS Biolife Solutions361.9K shares37.63%2026-03-312026-05-14

SARO StandardAero Inc263.0K shares-2.34%2026-03-312026-05-14

GS Goldman Sachs Group Com7.6K shares-1.64%2026-03-312026-05-14

TEX Terex Corp109.0K sharesnew addition2026-03-312026-05-14

MP MP Materials Corp128.2K shares-2.35%2026-03-312026-05-14

HWM Howmet Aerospace26.3K shares-18.15%2026-03-312026-05-14

Sponsored

BE Bloom Energy Corp44.7K shares-2.35%2026-03-312026-05-14

BWB Bridgewater Bancshares333.6K shares-1.61%2026-03-312026-05-14

SVCO Silvaco Group831.9K sharesnew addition2026-03-312026-05-14

MRTN Marten Transport418.4K sharesnew addition2026-03-312026-05-14

WAY Waystar Holdings216.6K shares-8.61%2026-03-312026-05-14

META Meta Platforms, Inc.9.0K shares-1.66%2026-03-312026-05-14

GEV GE Vernova5.7K shares-10.75%2026-03-312026-05-14

CAT Caterpillar7.0K shares39.16%2026-03-312026-05-14

Sponsored

VCEL Vericel Corp152.8K sharesnew addition2026-03-312026-05-14

EVLV Evolv Technologies807.3K shares-1.60%2026-03-312026-05-14

SIBN SI-BONE Inc384.0K shares170.40%2026-03-312026-05-14

Equipmentshare.com Equipmentshare.com227.0K sharesnew addition2026-03-312026-05-14

AMAT Applied Materials13.4K sharesnew addition2026-03-312026-05-14

GE Aerospace GE Aerospace15.8K shares-9.73%2026-03-312026-05-14

INSM Insmed Inc26.2K shares28.90%2026-03-312026-05-14

York Space Systems York Space Systems191.8K sharesnew addition2026-03-312026-05-14

Sponsored

ZETA Zeta Global264.0K shares-29.14%2026-03-312026-05-14

TSLA Tesla Motors Inc10.6K shares-1.67%2026-03-312026-05-14

Once Upon A Farm Once Upon A Farm238.1K sharesnew addition2026-03-312026-05-14

AXON Axon Enterprise9.1K shares42.02%2026-03-312026-05-14

V Visa Inc12.6K shares31.06%2026-03-312026-05-14

PEGA Pegasystems82.1K shares-29.65%2026-03-312026-05-14

CRWD Crowdstrike Holdings Inc8.7K shares128.27%2026-03-312026-05-14

KNSL Kinsale Capital Group9.6K shares-46.13%2026-03-312026-05-14

Sponsored

LMB Limbach Holdings37.8K shares-1.63%2026-03-312026-05-14

PWR Quanta Services5.3K shares-3.69%2026-03-312026-05-14

SHOP Shopify Inc24.5K shares-35.71%2026-03-312026-05-14

AMD Advanced Micro Devices12.9K shares-1.67%2026-03-312026-05-14

MA Mastercard Inc5.0K shares-1.68%2026-03-312026-05-14

HOOD Robinhood Markets36.2K shares-1.65%2026-03-312026-05-14

GH Guardant Health27.0K shares45.89%2026-03-312026-05-14

LEU Centrus Energy Corp14.2K shares-57.67%2026-03-312026-05-14

Sponsored

PLTR Palantir Technologies15.9K sharesnew addition2026-03-312026-05-14

WING Wingstop14.7K shares-42.61%2026-03-312026-05-14

COST Costco Wholesale Corp2.2K shares-1.69%2026-03-312026-05-14

APP Applovin4.9K shares-40.18%2026-03-312026-05-14

ROKU Roku Inc20.3K shares-1.65%2026-03-312026-05-14

Seagate Technology Holdings Seagate Technology Holdings4.7K sharesnew addition2026-03-312026-05-14

CVNA Carvana5.5K shares-1.64%2026-03-312026-05-14

KOPN Kopin Corp237.3K sharesnew addition2026-03-312026-05-14

Sponsored

ATRO

Astronics Corp

-26.35%

Shares786.3K

Event2026-03-31

Filed2026-05-14

LINC

Lincoln Educational Services

31.51%

Shares1.0M

Event2026-03-31

Filed2026-05-14

ALHC

Alignment Healthcare

-2.00%

Shares2.3M

Event2026-03-31

Filed2026-05-14

AORT

Artivion Inc

-1.98%

Shares1.0M

Event2026-03-31

Filed2026-05-14

MYRG

MYR Group Inc

-2.20%

Shares129.6K

Event2026-03-31

Filed2026-05-14

MIRM

Mirum Pharmaceuticals

4.76%

Shares385.5K

Event2026-03-31

Filed2026-05-14

UTI

Universal Technical Institute

-14.96%

Shares955.1K

Event2026-03-31

Filed2026-05-14

XMTR

Xometry Inc

-2.01%

Shares787.4K

Event2026-03-31

Filed2026-05-14

PAY

Paymentus Holdings

-1.97%

Shares1.2M

Event2026-03-31

Filed2026-05-14

MTSI

MACOM Technology Solutions Hol

3.82%

Shares130.3K

Event2026-03-31

Filed2026-05-14

AXGN

Axogen Inc

8.26%

Shares866.0K

Event2026-03-31

Filed2026-05-14

AEHR

Aehr Test Systems

36.60%

Shares754.7K

Event2026-03-31

Filed2026-05-14

STRL

Sterling Infrastruture

-17.74%

Shares67.4K

Event2026-03-31

Filed2026-05-14

AAOI

Applied Optoelectronics

-31.07%

Shares320.7K

Event2026-03-31

Filed2026-05-14

MAMA

Mama's Creations

3.25%

Shares1.7M

Event2026-03-31

Filed2026-05-14

ALM

Almonty Industries

-1.95%

Shares1.8M

Event2026-03-31

Filed2026-05-14

Coherent Corp

10.53%

Shares110.0K

Event2026-03-31

Filed2026-05-14

LSCC

Lattice Semiconductor Corp

-10.08%

Shares279.6K

Event2026-03-31

Filed2026-05-14

ATEC

Alphatec Holdings Inc

-1.98%

Shares2.4M

Event2026-03-31

Filed2026-05-14

FTAI Aviation

-16.69%

Shares98.2K

Event2026-03-31

Filed2026-05-14

GLBE

Global-E Online

177.49%

Shares762.3K

Event2026-03-31

Filed2026-05-14

CRS

Carpenter Technology

-2.35%

Shares57.2K

Event2026-03-31

Filed2026-05-14

RBC

RBC Bearings Inc

7.44%

Shares39.5K

Event2026-03-31

Filed2026-05-14

IRTC

iRhythm Holdings

-2.04%

Shares169.3K

Event2026-03-31

Filed2026-05-14

AAPL

Apple Computer Inc

-1.66%

Shares78.1K

Event2026-03-31

Filed2026-05-14

NVDA

Nvidia Corporation

-8.84%

Shares113.2K

Event2026-03-31

Filed2026-05-14

LGND

Ligand Pharmaceuticals

New

Shares95.9K

Event2026-03-31

Filed2026-05-14

PKE

Park AeroSpace

27.78%

Shares672.2K

Event2026-03-31

Filed2026-05-14

UCTT

Ultra Clean Holdings

New

Shares280.5K

Event2026-03-31

Filed2026-05-14

SITM

Sitime Corp

27.51%

Shares50.0K

Event2026-03-31

Filed2026-05-14

BROS

Dutch Bros Inc

7.74%

Shares332.8K

Event2026-03-31

Filed2026-05-14

HTFL

Heartflow

New

Shares653.0K

Event2026-03-31

Filed2026-05-14

SAIA

Saia Inc

33.87%

Shares41.2K

Event2026-03-31

Filed2026-05-14

INOD

Innodata Inc

0.70%

Shares368.4K

Event2026-03-31

Filed2026-05-14

KRMN

Karman Holdings

-26.31%

Shares171.2K

Event2026-03-31

Filed2026-05-14

LGN

Legence Corp

-1.62%

Shares238.1K

Event2026-03-31

Filed2026-05-14

OLLI

Ollie's Bargain Outlet

55.93%

Shares132.8K

Event2026-03-31

Filed2026-05-14

AGYS

Agilysys

93.38%

Shares160.5K

Event2026-03-31

Filed2026-05-14

TCMD

Tactile Systems

9.79%

Shares428.2K

Event2026-03-31

Filed2026-05-14

Alphabet Inc-Cl A

13.27%

Shares38.8K

Event2026-03-31

Filed2026-05-14

MSFT

Microsoft Corp.

-30.57%

Shares30.0K

Event2026-03-31

Filed2026-05-14

MOD

Modine Manufacturing

New

Shares50.2K

Event2026-03-31

Filed2026-05-14

APLD

Applied Digital Corp

-45.83%

Shares431.9K

Event2026-03-31

Filed2026-05-14

WULF

Terawulf Inc

-41.17%

Shares694.5K

Event2026-03-31

Filed2026-05-14

CELH

Celsius Holdings

11.84%

Shares277.3K

Event2026-03-31

Filed2026-05-14

AIP

Arteris

19.50%

Shares589.6K

Event2026-03-31

Filed2026-05-14

Broadcom

-1.65%

Shares31.3K

Event2026-03-31

Filed2026-05-14

TMDX

Transmedics Group Inc

-2.05%

Shares96.4K

Event2026-03-31

Filed2026-05-14

FEIM

Frequency Electronics

-1.41%

Shares216.4K

Event2026-03-31

Filed2026-05-14

KMTS

Kestra Medical Technology

-1.78%

Shares457.6K

Event2026-03-31

Filed2026-05-14

KNX

Knight-Swift Transportation Ho

New

Shares157.5K

Event2026-03-31

Filed2026-05-14

AAON

Aaon Inc

-22.13%

Shares108.5K

Event2026-03-31

Filed2026-05-14

ICHR

Ichor Holdings

New

Shares187.0K

Event2026-03-31

Filed2026-05-14

Forgent Power Solutions

New

Shares289.8K

Event2026-03-31

Filed2026-05-14

FROG

JFrog

-50.03%

Shares178.9K

Event2026-03-31

Filed2026-05-14

VRT

Vertiv Holdings

-2.51%

Shares32.3K

Event2026-03-31

Filed2026-05-14

CVLG

Covenant Logistics Group

New

Shares294.9K

Event2026-03-31

Filed2026-05-14

Planet Labs PBC

-73.57%

Shares281.5K

Event2026-03-31

Filed2026-05-14

CAVA

CAVA Group

New

Shares92.0K

Event2026-03-31

Filed2026-05-14

MPTI

M-Tron Industries

-1.51%

Shares108.2K

Event2026-03-31

Filed2026-05-14

ORN

Orion Group Holdings

-1.61%

Shares656.9K

Event2026-03-31

Filed2026-05-14

LOAR

Loar Holdings

171.39%

Shares124.9K

Event2026-03-31

Filed2026-05-14

BillionToOne

147.04%

Shares90.6K

Event2026-03-31

Filed2026-05-14

AMZN

Amazon.Com

-34.02%

Shares33.9K

Event2026-03-31

Filed2026-05-14

ADPT

Adaptive Biotechnologies

-46.55%

Shares504.3K

Event2026-03-31

Filed2026-05-14

ADMA

ADMA Biologics

-29.65%

Shares774.4K

Event2026-03-31

Filed2026-05-14

BLFS

Biolife Solutions

37.63%

Shares361.9K

Event2026-03-31

Filed2026-05-14

SARO

StandardAero Inc

-2.34%

Shares263.0K

Event2026-03-31

Filed2026-05-14

Goldman Sachs Group Com

-1.64%

Shares7.6K

Event2026-03-31

Filed2026-05-14

TEX

Terex Corp

New

Shares109.0K

Event2026-03-31

Filed2026-05-14

MP Materials Corp

-2.35%

Shares128.2K

Event2026-03-31

Filed2026-05-14

HWM

Howmet Aerospace

-18.15%

Shares26.3K

Event2026-03-31

Filed2026-05-14

Bloom Energy Corp

-2.35%

Shares44.7K

Event2026-03-31

Filed2026-05-14

BWB

Bridgewater Bancshares

-1.61%

Shares333.6K

Event2026-03-31

Filed2026-05-14

SVCO

Silvaco Group

New

Shares831.9K

Event2026-03-31

Filed2026-05-14

MRTN

Marten Transport

New

Shares418.4K

Event2026-03-31

Filed2026-05-14

WAY

Waystar Holdings

-8.61%

Shares216.6K

Event2026-03-31

Filed2026-05-14