Sponsored

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

Currently, NEXT CENTURY GROWTH INVESTORS LLC holds 121 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in AXGN (+799.9K shares, valued at $26.2M), ALM (+1.9M shares, valued at $16.3M), AAOI (+465.3K shares, valued at $16.2M); decreased their positions in PI (-87.2K shares, valued at $15.2M), PL (-712.4K shares, valued at $14.0M), LMB (-117.0K shares, valued at $9.1M); initiated new positions in AXGN (+799.9K shares, valued at $26.2M), ALM (+1.9M shares, valued at $16.3M), AAOI (+465.3K shares, valued at $16.2M).

1M P&L

+155.3M+10.29%

3M P&L

+278.7M+20.09%

HY P&L

+377.3M+29.29%

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 Devices197.3M

14.6%

2Aerospace & Defense142.9M

10.6%

3Semiconductors105.0M

7.8%

Top Industries by Stock Count

1Aerospace & Defense11 stocks

9.8%

2Software - Application9 stocks

8.0%

3Medical Devices9 stocks

8.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ATRO Astronics Corp1.1M shares-12.08%2025-12-312026-02-13

ATEC Alphatec Holdings Inc2.4M shares6.09%2025-12-312026-02-13

XMTR Xometry Inc803.6K shares-0.48%2025-12-312026-02-13

AORT Artivion Inc1.0M shares-0.39%2025-12-312026-02-13

ALHC Alignment Healthcare2.3M shares1.56%2025-12-312026-02-13

PAY Paymentus Holdings1.2M shares1.27%2025-12-312026-02-13

IRTC iRhythm Holdings172.8K shares-8.59%2025-12-312026-02-13

UTI Universal Technical Institute1.1M shares1.38%2025-12-312026-02-13

Sponsored

MIRM Mirum Pharmaceuticals368.0K shares1.97%2025-12-312026-02-13

MYRG MYR Group Inc132.5K shares-19.71%2025-12-312026-02-13

AXGN Axogen Inc799.9K sharesnew addition2025-12-312026-02-13

STRL Sterling Infrastruture81.9K shares-9.02%2025-12-312026-02-13

FTAI Aviation FTAI Aviation117.9K shares3.15%2025-12-312026-02-13

NVDA Nvidia Corporation124.2K shares-2.80%2025-12-312026-02-13

LSCC Lattice Semiconductor Corp310.9K shares19.57%2025-12-312026-02-13

MAMA Mama's Creations1.7M shares54.51%2025-12-312026-02-13

Sponsored

WGS GeneDx Holdings173.4K shares-25.93%2025-12-312026-02-13

FROG JFrog358.0K shares30.68%2025-12-312026-02-13

AAPL Apple Computer Inc79.4K shares10.93%2025-12-312026-02-13

MTSI MACOM Technology Solutions Hol125.5K shares-24.15%2025-12-312026-02-13

PL Planet Labs PBC1.1M shares-40.08%2025-12-312026-02-13

MSFT Microsoft Corp.43.2K shares-0.17%2025-12-312026-02-13

CCB Coastal Financial Corp178.2K shares129.99%2025-12-312026-02-13

ADMA ADMA Biologics1.1M shares178.28%2025-12-312026-02-13

Sponsored

APLD Applied Digital Corp797.2K shares30.65%2025-12-312026-02-13

LINC Lincoln Educational Services791.3K shares4.13%2025-12-312026-02-13

BROS Dutch Bros Inc308.9K shares24.68%2025-12-312026-02-13

INOD Innodata Inc365.8K shares107.45%2025-12-312026-02-13

CRS Carpenter Technology58.6K shares-9.14%2025-12-312026-02-13

Coherent Corp Coherent Corp99.5K shares-3.07%2025-12-312026-02-13

KRMN Karman Holdings232.3K shares69.41%2025-12-312026-02-13

RBC RBC Bearings Inc36.8K shares-25.13%2025-12-312026-02-13

Sponsored

ALM Almonty Industries1.9M sharesnew addition2025-12-312026-02-13

AAOI Applied Optoelectronics465.3K sharesnew addition2025-12-312026-02-13

ADPT Adaptive Biotechnologies943.6K shares77.60%2025-12-312026-02-13

PEN Penumbra47.8K shares-7.89%2025-12-312026-02-13

SITM Sitime Corp39.2K shares-36.57%2025-12-312026-02-13

WULF Terawulf Inc1.2M shares52.89%2025-12-312026-02-13

KMTS Kestra Medical Technology465.8K shares154.54%2025-12-312026-02-13

TMDX Transmedics Group Inc98.5K shares81.17%2025-12-312026-02-13

Sponsored

AMZN Amazon.Com51.4K shares0.03%2025-12-312026-02-13

FEIM Frequency Electronics219.5K shares200.36%2025-12-312026-02-13

CELH Celsius Holdings247.9K shares12.39%2025-12-312026-02-13

TCMD Tactile Systems390.0K sharesnew addition2025-12-312026-02-13

PKE Park AeroSpace526.1K shares93.01%2025-12-312026-02-13

AEHR Aehr Test Systems552.5K shares99.93%2025-12-312026-02-13

Broadcom Broadcom31.8K shares-0.19%2025-12-312026-02-13

GLBE Global-E Online274.7K shares38.56%2025-12-312026-02-13

Sponsored

Alphabet Inc-Cl A Alphabet Inc-Cl A34.3K shares-12.54%2025-12-312026-02-13

AAON Aaon Inc139.4K shares18.89%2025-12-312026-02-13

LGN Legence Corp242.0K shares53.15%2025-12-312026-02-13

NTSK Netskope578.4K shares87.12%2025-12-312026-02-13

CRDO Credo Technology Group Holding70.2K shares-20.70%2025-12-312026-02-13

SAIA Saia Inc30.7K shares-37.75%2025-12-312026-02-13

AGYS Agilysys83.0K shares-0.40%2025-12-312026-02-13

OLLI Ollie's Bargain Outlet85.2K shares-49.29%2025-12-312026-02-13

Sponsored

LEU Centrus Energy Corp33.5K shares56.18%2025-12-312026-02-13

Owlet Inc Owlet Inc484.9K shares18.41%2025-12-312026-02-13

WAY Waystar Holdings237.0K shares-14.37%2025-12-312026-02-13

SARO StandardAero Inc269.3K shares10.10%2025-12-312026-02-13

AIP Arteris493.4K shares-0.39%2025-12-312026-02-13

ZETA Zeta Global372.6K shares-0.39%2025-12-312026-02-13

KNSL Kinsale Capital Group17.8K shares-55.16%2025-12-312026-02-13

PEGA Pegasystems116.7K sharesnew addition2025-12-312026-02-13

Sponsored

GS Goldman Sachs Group Com7.8K shares-0.12%2025-12-312026-02-13

ORN Orion Group Holdings667.7K shares-0.41%2025-12-312026-02-13

MP MP Materials Corp131.3K shares-35.34%2025-12-312026-02-13

HWM Howmet Aerospace32.1K shares-0.21%2025-12-312026-02-13

PHAT Phathom Pharmaceuticals393.8K sharesnew addition2025-12-312026-02-13

AVAV Aerovironment26.7K shares7.45%2025-12-312026-02-13

FIGR Figure Technology Solutions157.0K sharesnew addition2025-12-312026-02-13

BLFS Biolife Solutions263.0K shares-0.39%2025-12-312026-02-13

Sponsored

OPRX Optimizerx Corp505.4K shares139.85%2025-12-312026-02-13

SHOP Shopify Inc38.0K shares-0.22%2025-12-312026-02-13

WING Wingstop25.6K shares26.92%2025-12-312026-02-13

META Meta Platforms, Inc.9.2K shares-15.96%2025-12-312026-02-13

BWB Bridgewater Bancshares339.0K shares-0.39%2025-12-312026-02-13

Pagaya Technologies Pagaya Technologies283.7K shares-57.06%2025-12-312026-02-13

TATT TAT Technologies132.2K sharesnew addition2025-12-312026-02-13

EVLV Evolv Technologies820.5K shares28.65%2025-12-312026-02-13

Sponsored

MPTI M-Tron Industries109.9K shares26.23%2025-12-312026-02-13

SNOW Snowflake Inc25.5K shares-0.16%2025-12-312026-02-13

APP Applovin8.2K shares-0.33%2025-12-312026-02-13

GE Aerospace GE Aerospace17.5K sharesnew addition2025-12-312026-02-13

VRT Vertiv Holdings33.1K shares0.04%2025-12-312026-02-13

PSNL Personalis Inc624.4K sharesnew addition2025-12-312026-02-13

TSLA Tesla Motors Inc10.7K shares-14.04%2025-12-312026-02-13

GEV GE Vernova6.4K shares52.59%2025-12-312026-02-13

Sponsored

HOOD Robinhood Markets36.8K shares116.84%2025-12-312026-02-13

BE Bloom Energy Corp45.8K shares-59.68%2025-12-312026-02-13

MDB MongoDB9.0K shares-0.03%2025-12-312026-02-13

AXON Axon Enterprise6.4K shares72.89%2025-12-312026-02-13

BRCB Black Rock Coffee Bar161.6K shares2.88%2025-12-312026-02-13

INSM Insmed Inc20.3K shares28.09%2025-12-312026-02-13

V Visa Inc9.6K shares0.84%2025-12-312026-02-13

PCOR Procore Technologies44.7K sharesnew addition2025-12-312026-02-13

Sponsored

LOAR Loar Holdings46.0K shares-0.39%2025-12-312026-02-13

PI Impinj Inc17.4K shares-83.33%2025-12-312026-02-13

ASIC Ategrity Specialty Holdings143.7K shares-37.12%2025-12-312026-02-13

BillionToOne BillionToOne36.7K sharesnew addition2025-12-312026-02-13

LMB Limbach Holdings38.4K shares-75.30%2025-12-312026-02-13

MA Mastercard Inc5.1K shares0.87%2025-12-312026-02-13

CAT Caterpillar5.0K shares-0.12%2025-12-312026-02-13

AMD Advanced Micro Devices13.1K sharesnew addition2025-12-312026-02-13

Sponsored

SIBN SI-BONE Inc142.0K shares508.36%2025-12-312026-02-13

Beta Technologies Beta Technologies94.5K sharesnew addition2025-12-312026-02-13

UAMY United States Antimony480.4K sharesnew addition2025-12-312026-02-13

CVNA Carvana5.6K shares0.23%2025-12-312026-02-13

BA Boeing Co10.8K shares-66.41%2025-12-312026-02-13

PWR Quanta Services5.5K shares-37.81%2025-12-312026-02-13

ROKU Roku Inc20.6K sharesnew addition2025-12-312026-02-13

ORCL Oracle Corporation11.4K shares-0.15%2025-12-312026-02-13

Sponsored

GWRE Guidewire Software9.9K shares-14.29%2025-12-312026-02-13

NOW ServiceNow Inc12.9K shares299.57%2025-12-312026-02-13

COST Costco Wholesale Corp2.2K shares-64.31%2025-12-312026-02-13

GSHD Goosehead Insurance26.1K shares-58.36%2025-12-312026-02-13

GH Guardant Health18.5K sharesnew addition2025-12-312026-02-13

CRWD Crowdstrike Holdings Inc3.8K shares96.21%2025-12-312026-02-13

BSX Boston Scientific Corp10.2K shares-47.01%2025-12-312026-02-13

GLDD Great Lakes Dredge & Doc30.5K shares-93.17%2025-12-312026-02-13

Sponsored

MPTI.WS M-Tron Industries - Warrants28.0K shares-60.25%2025-12-312026-02-13

ATRO

Astronics Corp

-12.08%

Shares1.1M

Event2025-12-31

Filed2026-02-13

ATEC

Alphatec Holdings Inc

6.09%

Shares2.4M

Event2025-12-31

Filed2026-02-13

XMTR

Xometry Inc

-0.48%

Shares803.6K

Event2025-12-31

Filed2026-02-13

AORT

Artivion Inc

-0.39%

Shares1.0M

Event2025-12-31

Filed2026-02-13

ALHC

Alignment Healthcare

1.56%

Shares2.3M

Event2025-12-31

Filed2026-02-13

PAY

Paymentus Holdings

1.27%

Shares1.2M

Event2025-12-31

Filed2026-02-13

IRTC

iRhythm Holdings

-8.59%

Shares172.8K

Event2025-12-31

Filed2026-02-13

UTI

Universal Technical Institute

1.38%

Shares1.1M

Event2025-12-31

Filed2026-02-13

MIRM

Mirum Pharmaceuticals

1.97%

Shares368.0K

Event2025-12-31

Filed2026-02-13

MYRG

MYR Group Inc

-19.71%

Shares132.5K

Event2025-12-31

Filed2026-02-13

AXGN

Axogen Inc

New

Shares799.9K

Event2025-12-31

Filed2026-02-13

STRL

Sterling Infrastruture

-9.02%

Shares81.9K

Event2025-12-31

Filed2026-02-13

FTAI Aviation

3.15%

Shares117.9K

Event2025-12-31

Filed2026-02-13

NVDA

Nvidia Corporation

-2.80%

Shares124.2K

Event2025-12-31

Filed2026-02-13

LSCC

Lattice Semiconductor Corp

19.57%

Shares310.9K

Event2025-12-31

Filed2026-02-13

MAMA

Mama's Creations

54.51%

Shares1.7M

Event2025-12-31

Filed2026-02-13

WGS

GeneDx Holdings

-25.93%

Shares173.4K

Event2025-12-31

Filed2026-02-13

FROG

JFrog

30.68%

Shares358.0K

Event2025-12-31

Filed2026-02-13

AAPL

Apple Computer Inc

10.93%

Shares79.4K

Event2025-12-31

Filed2026-02-13

MTSI

MACOM Technology Solutions Hol

-24.15%

Shares125.5K

Event2025-12-31

Filed2026-02-13

Planet Labs PBC

-40.08%

Shares1.1M

Event2025-12-31

Filed2026-02-13

MSFT

Microsoft Corp.

-0.17%

Shares43.2K

Event2025-12-31

Filed2026-02-13

CCB

Coastal Financial Corp

129.99%

Shares178.2K

Event2025-12-31

Filed2026-02-13

ADMA

ADMA Biologics

178.28%

Shares1.1M

Event2025-12-31

Filed2026-02-13

APLD

Applied Digital Corp

30.65%

Shares797.2K

Event2025-12-31

Filed2026-02-13

LINC

Lincoln Educational Services

4.13%

Shares791.3K

Event2025-12-31

Filed2026-02-13

BROS

Dutch Bros Inc

24.68%

Shares308.9K

Event2025-12-31

Filed2026-02-13

INOD

Innodata Inc

107.45%

Shares365.8K

Event2025-12-31

Filed2026-02-13

CRS

Carpenter Technology

-9.14%

Shares58.6K

Event2025-12-31

Filed2026-02-13

Coherent Corp

-3.07%

Shares99.5K

Event2025-12-31

Filed2026-02-13

KRMN

Karman Holdings

69.41%

Shares232.3K

Event2025-12-31

Filed2026-02-13

RBC

RBC Bearings Inc

-25.13%

Shares36.8K

Event2025-12-31

Filed2026-02-13

ALM

Almonty Industries

New

Shares1.9M

Event2025-12-31

Filed2026-02-13

AAOI

Applied Optoelectronics

New

Shares465.3K

Event2025-12-31

Filed2026-02-13

ADPT

Adaptive Biotechnologies

77.60%

Shares943.6K

Event2025-12-31

Filed2026-02-13

PEN

Penumbra

-7.89%

Shares47.8K

Event2025-12-31

Filed2026-02-13

SITM

Sitime Corp

-36.57%

Shares39.2K

Event2025-12-31

Filed2026-02-13

WULF

Terawulf Inc

52.89%

Shares1.2M

Event2025-12-31

Filed2026-02-13

KMTS

Kestra Medical Technology

154.54%

Shares465.8K

Event2025-12-31

Filed2026-02-13

TMDX

Transmedics Group Inc

81.17%

Shares98.5K

Event2025-12-31

Filed2026-02-13

AMZN

Amazon.Com

0.03%

Shares51.4K

Event2025-12-31

Filed2026-02-13

FEIM

Frequency Electronics

200.36%

Shares219.5K

Event2025-12-31

Filed2026-02-13

CELH

Celsius Holdings

12.39%

Shares247.9K

Event2025-12-31

Filed2026-02-13

TCMD

Tactile Systems

New

Shares390.0K

Event2025-12-31

Filed2026-02-13

PKE

Park AeroSpace

93.01%

Shares526.1K

Event2025-12-31

Filed2026-02-13

AEHR

Aehr Test Systems

99.93%

Shares552.5K

Event2025-12-31

Filed2026-02-13

Broadcom

-0.19%

Shares31.8K

Event2025-12-31

Filed2026-02-13

GLBE

Global-E Online

38.56%

Shares274.7K

Event2025-12-31

Filed2026-02-13

Alphabet Inc-Cl A

-12.54%

Shares34.3K

Event2025-12-31

Filed2026-02-13

AAON

Aaon Inc

18.89%

Shares139.4K

Event2025-12-31

Filed2026-02-13

LGN

Legence Corp

53.15%

Shares242.0K

Event2025-12-31

Filed2026-02-13

NTSK

Netskope

87.12%

Shares578.4K

Event2025-12-31

Filed2026-02-13

CRDO

Credo Technology Group Holding

-20.70%

Shares70.2K

Event2025-12-31

Filed2026-02-13

SAIA

Saia Inc

-37.75%

Shares30.7K

Event2025-12-31

Filed2026-02-13

AGYS

Agilysys

-0.40%

Shares83.0K

Event2025-12-31

Filed2026-02-13

OLLI

Ollie's Bargain Outlet

-49.29%

Shares85.2K

Event2025-12-31

Filed2026-02-13

LEU

Centrus Energy Corp

56.18%

Shares33.5K

Event2025-12-31

Filed2026-02-13

Owlet Inc

18.41%

Shares484.9K

Event2025-12-31

Filed2026-02-13

WAY

Waystar Holdings

-14.37%

Shares237.0K

Event2025-12-31

Filed2026-02-13

SARO

StandardAero Inc

10.10%

Shares269.3K

Event2025-12-31

Filed2026-02-13

AIP

Arteris

-0.39%

Shares493.4K

Event2025-12-31

Filed2026-02-13

ZETA

Zeta Global

-0.39%

Shares372.6K

Event2025-12-31

Filed2026-02-13

KNSL

Kinsale Capital Group

-55.16%

Shares17.8K

Event2025-12-31

Filed2026-02-13

PEGA

Pegasystems

New

Shares116.7K

Event2025-12-31

Filed2026-02-13

Goldman Sachs Group Com

-0.12%

Shares7.8K

Event2025-12-31

Filed2026-02-13

ORN

Orion Group Holdings

-0.41%

Shares667.7K

Event2025-12-31

Filed2026-02-13

MP Materials Corp

-35.34%

Shares131.3K

Event2025-12-31

Filed2026-02-13

HWM

Howmet Aerospace

-0.21%

Shares32.1K

Event2025-12-31

Filed2026-02-13

PHAT

Phathom Pharmaceuticals

New

Shares393.8K

Event2025-12-31

Filed2026-02-13

AVAV

Aerovironment

7.45%

Shares26.7K

Event2025-12-31

Filed2026-02-13

FIGR

Figure Technology Solutions

New

Shares157.0K

Event2025-12-31

Filed2026-02-13

BLFS

Biolife Solutions

-0.39%

Shares263.0K

Event2025-12-31

Filed2026-02-13

OPRX

Optimizerx Corp

139.85%

Shares505.4K

Event2025-12-31

Filed2026-02-13

SHOP

Shopify Inc

-0.22%

Shares38.0K

Event2025-12-31

Filed2026-02-13

WING

Wingstop

26.92%

Shares25.6K

Event2025-12-31

Filed2026-02-13