Next Century Growth Investors LLC
Net seller this quarter
$1.89B
113
-$63.1M
27.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XMTR | $69.8M | 3.70% | 1.57% | -8.1% | Q2 2021 |
 LGND | $62.8M | 3.33% | 1.00% | +107.1% | Q2 2013 |
 ALHC | $60.4M | 3.20% | 1.22% | +12.2% | Q4 2024 |
 ATRO | $60.4M | 3.20% | 1.84% | -24.6% | Q2 2013 |
 LINC | $58.7M | 3.11% | 3.71% | +13.0% | Q2 2024 |
 MIRM | $49.2M | 2.61% | 0.65% | +9.0% | Q4 2024 |
 BLLN | $43.7M | 2.32% | 3.26% | +302.4% | Q4 2025 |
 GLBE | $40.7M | 2.16% | 0.69% | +53.7% | Q2 2023 |
 UTI | $40.6M | 2.15% | 1.72% | -0.6% | Q2 2024 |
 AXGN | $40.3M | 2.14% | 1.63% | +0.8% | Q3 2016 |
 AEHR | $39.5M | 2.09% | 1.26% | -45.6% | Q1 2023 |
 AGYS | $38.3M | 2.03% | 1.30% | +128.1% | Q4 2022 |
 MYRG | $36.8M | 1.95% | 0.47% | -43.3% | Q3 2023 |
 PKE | $36.5M | 1.94% | 4.59% | +42.5% | Q3 2025 |
 MAMA | $35.5M | 1.88% | 4.89% | +14.0% | Q2 2024 |
 IPGP | $31.8M | 1.68% | 0.64% | Not reported | Q2 2013 |
 SAIA | $31.8M | 1.68% | 0.28% | +83.3% | Q1 2020 |
 UCTT | $31.4M | 1.66% | 0.49% | -21.5% | Q1 2026 |
 RBC | $30.6M | 1.62% | 0.15% | +20.4% | Q2 2017 |
 GH | $30.1M | 1.60% | 0.15% | +644.1% | Q4 2018 |
 FTAI | $28.9M | 1.53% | 0.10% | +8.9% | Q2 2024 |
 KNX | $28.9M | 1.53% | 0.23% | +135.5% | Q1 2015 |
 ALM | $28.8M | 1.53% | 0.66% | -4.3% | Q4 2025 |
 INOD | $27.6M | 1.47% | 1.06% | -0.7% | Q2 2023 |
 VCEL | $27.3M | 1.45% | 1.20% | +301.0% | Q1 2018 |
 FPS | $25.7M | 1.36% | Not reported | +58.8% | Q1 2026 |
 CVLG | $24.4M | 1.29% | Not reported | +87.2% | Q1 2015 |
 MTSI | $24.3M | 1.29% | 0.08% | -51.0% | Q1 2015 |
 CRS | $23.7M | 1.26% | 0.08% | -32.7% | Q4 2024 |
 NVDA | $22.6M | 1.20% | 0.00% | 0.0% | Q3 2016 |
 IRTC | $22.3M | 1.18% | 0.57% | +10.5% | Q4 2016 |
 STRL | $22M | 1.17% | 0.09% | -61.1% | Q1 2018 |
 LSCC | $21.4M | 1.13% | 0.10% | -50.0% | Q2 2020 |
 GOOGL | $21.3M | 1.13% | 0.00% | +53.2% | Q4 2015 |
 AIP | $21.2M | 1.13% | 0.89% | -25.9% | Q4 2021 |
 FROG | $21M | 1.11% | 0.19% | +29.0% | Q1 2024 |
 HTFL | $19.7M | 1.04% | 0.77% | +2.8% | Q1 2026 |
 PAY | $18.7M | 0.99% | 0.75% | -33.3% | Q3 2023 |
 SITM | $17.8M | 0.94% | 0.09% | -52.3% | Q1 2020 |
 SVCO | $17.4M | 0.92% | 3.74% | +51.6% | Q1 2026 |
 DPC | $17M | 0.90% | 0.23% | New | Q2 2026 |
 ORN | $16.6M | 0.88% | 2.44% | +50.5% | Q2 2024 |
 BRZE | $16.2M | 0.86% | 0.66% | Not reported | Q4 2023 |
 ICHR | $16M | 0.85% | 0.38% | -23.7% | Q1 2026 |
 BLFS | $15.8M | 0.84% | 1.14% | +54.4% | Q3 2020 |
 OUST | $15.8M | 0.84% | 0.37% | New | Q2 2026 |
 FEIM | $15.3M | 0.81% | 2.34% | +6.6% | Q3 2025 |
 AAPL | $15M | 0.80% | 0.00% | -33.6% | Q2 2014 |
 BROS | $14.6M | 0.78% | 0.13% | -38.9% | Q3 2021 |
 TCMD | $14.3M | 0.76% | 2.12% | +12.2% | Q3 2016 |
| Q1 2026 | |||||
| ATRO | $52.5M | 3.80% | 2.44% | -26.4% | Q2 2013 |
| LINC | $42.3M | 3.07% | 3.28% | +31.5% | Q2 2024 |
| ALHC | $39.9M | 2.89% | 1.09% | -2.0% | Q4 2024 |
 AORT | $37.5M | 2.72% | 2.14% | -2.0% | Q2 2017 |
| MYRG | $36.6M | 2.65% | 0.83% | -2.2% | Q3 2023 |
| MIRM | $35.6M | 2.58% | 0.63% | +4.8% | Q4 2024 |
| UTI | $34.5M | 2.50% | 1.73% | -15.0% | Q2 2024 |
| XMTR | $32.2M | 2.33% | 1.71% | -2.0% | Q2 2021 |
| PAY | $29.4M | 2.13% | 1.12% | -2.0% | Q3 2023 |
| MTSI | $28.9M | 2.10% | 0.17% | +3.8% | Q1 2015 |
| AXGN | $28.7M | 2.08% | 1.63% | +8.3% | Q3 2016 |
| AEHR | $28M | 2.03% | 2.44% | +36.6% | Q1 2023 |
| STRL | $27.5M | 1.99% | 0.22% | -17.7% | Q1 2018 |
 AAOI | $27.1M | 1.97% | 0.41% | -31.1% | Q4 2025 |
| MAMA | $26.8M | 1.94% | 4.30% | +3.3% | Q2 2024 |
| ALM | $26.3M | 1.91% | 0.69% | -2.0% | Q4 2025 |
 COHR | $26.2M | 1.90% | 0.06% | +10.5% | Q3 2016 |
| LSCC | $25.9M | 1.88% | 0.20% | -10.1% | Q2 2020 |
 ATEC | $25.8M | 1.87% | 1.54% | -2.0% | Q2 2019 |
| FTAI | $24.1M | 1.74% | 0.10% | -16.7% | Q2 2024 |
| GLBE | $23.5M | 1.70% | 0.45% | +177.5% | Q2 2023 |
| CRS | $22.5M | 1.63% | 0.12% | -2.4% | Q4 2024 |
| RBC | $21.5M | 1.56% | 0.12% | +7.4% | Q2 2017 |
| IRTC | $20M | 1.45% | 0.52% | -2.0% | Q4 2016 |
| AAPL | $19.8M | 1.44% | 0.00% | -1.7% | Q2 2014 |
| NVDA | $19.7M | 1.43% | 0.00% | -8.8% | Q3 2016 |
| LGND | $19.1M | 1.39% | 0.48% | Not reported | Q2 2013 |
| PKE | $18.4M | 1.33% | 3.37% | +27.8% | Q3 2025 |
| UCTT | $17.4M | 1.26% | 0.63% | New | Q1 2026 |
| SITM | $17.3M | 1.25% | 0.19% | +27.5% | Q1 2020 |
| BROS | $16.9M | 1.22% | 0.22% | +7.7% | Q3 2021 |
| HTFL | $15.9M | 1.15% | 0.76% | New | Q1 2026 |
| SAIA | $14.5M | 1.05% | 0.15% | +33.9% | Q1 2020 |
| INOD | $14.2M | 1.03% | 1.13% | +0.7% | Q2 2023 |
 KRMN | $13.7M | 0.99% | 0.13% | -26.3% | Q3 2025 |
 LGN | $13.4M | 0.97% | Not reported | -1.6% | Q3 2025 |
| OLLI | $12.2M | 0.89% | 0.22% | +55.9% | Q1 2016 |
| AGYS | $11.4M | 0.83% | 0.57% | +93.4% | Q4 2022 |
| TCMD | $11.2M | 0.81% | 1.89% | +9.8% | Q3 2016 |
| GOOGL | $11.2M | 0.81% | 0.00% | +13.3% | Q4 2015 |
 MSFT | $11.1M | 0.81% | 0.00% | -30.6% | Q4 2015 |
 MOD | $10.9M | 0.79% | 0.10% | New | Q1 2026 |
 APLD | $10.3M | 0.74% | 0.15% | -45.8% | Q3 2025 |
 WULF | $10M | 0.73% | 0.16% | -41.2% | Q3 2025 |
 CELH | $9.84M | 0.71% | 0.11% | +11.8% | Q2 2020 |
| AIP | $9.69M | 0.70% | 1.28% | +19.5% | Q4 2021 |
 AVGO | $9.68M | 0.70% | 0.00% | -1.7% | Q1 2025 |
 TMDX | $9.59M | 0.69% | 0.28% | -2.1% | Q2 2019 |
| FEIM | $9.58M | 0.69% | 2.20% | -1.4% | Q3 2025 |
 KMTS | $9.12M | 0.66% | 0.78% | -1.8% | Q3 2025 |
| Q4 2025 | |||||
| ATRO | $57.9M | 4.02% | 3.31% | -12.1% | Q2 2013 |
| ATEC | $50.9M | 3.53% | 1.61% | +6.1% | Q2 2019 |
| XMTR | $47.8M | 3.32% | 1.74% | -0.5% | Q2 2021 |
| AORT | $47.6M | 3.31% | 2.20% | -0.4% | Q2 2017 |
| ALHC | $45.6M | 3.17% | 1.13% | +1.6% | Q4 2024 |
| PAY | $37.3M | 2.59% | 1.14% | +1.3% | Q3 2023 |
| IRTC | $30.7M | 2.13% | 0.54% | -8.6% | Q4 2016 |
| UTI | $29.3M | 2.04% | 2.04% | +1.4% | Q2 2024 |
| MIRM | $29.1M | 2.02% | 0.71% | +2.0% | Q4 2024 |
| MYRG | $29M | 2.01% | 0.85% | -19.7% | Q3 2023 |
| AXGN | $26.2M | 1.82% | 1.69% | Not reported | Q3 2016 |
| STRL | $25.1M | 1.74% | 0.27% | -9.0% | Q1 2018 |
| FTAI | $23.2M | 1.61% | 0.12% | +3.2% | Q2 2024 |
| NVDA | $23.2M | 1.61% | 0.00% | -2.8% | Q3 2016 |
| LSCC | $22.9M | 1.59% | 0.23% | +19.6% | Q2 2020 |
| MAMA | $22.8M | 1.58% | 4.16% | +54.5% | Q2 2024 |
 WGS | $22.6M | 1.57% | 0.59% | -25.9% | Q4 2024 |
| FROG | $22.4M | 1.55% | 0.30% | +30.7% | Q1 2024 |
| AAPL | $21.6M | 1.50% | 0.00% | +10.9% | Q2 2014 |
| MTSI | $21.5M | 1.49% | 0.17% | -24.2% | Q1 2015 |
 PL | $21M | 1.46% | 0.41% | -40.1% | Q2 2022 |
| MSFT | $20.9M | 1.45% | 0.00% | -0.2% | Q4 2015 |
 CCB | $20.4M | 1.42% | 1.18% | +130.0% | Q3 2025 |
 ADMA | $20.1M | 1.39% | 0.46% | +178.3% | Q3 2025 |
| APLD | $19.5M | 1.36% | 0.29% | +30.7% | Q3 2025 |
| LINC | $19.1M | 1.33% | 2.50% | +4.1% | Q2 2024 |
| BROS | $18.9M | 1.31% | 0.20% | +24.7% | Q3 2021 |
| INOD | $18.6M | 1.29% | 1.13% | +107.5% | Q2 2023 |
| CRS | $18.4M | 1.28% | 0.12% | -9.1% | Q4 2024 |
| COHR | $18.4M | 1.28% | 0.06% | -3.1% | Q3 2016 |
| KRMN | $17M | 1.18% | 0.18% | +69.4% | Q3 2025 |
| RBC | $16.5M | 1.14% | 0.11% | -25.1% | Q2 2017 |
| ALM | $16.3M | 1.14% | 0.71% | New | Q4 2025 |
| AAOI | $16.2M | 1.13% | 0.62% | New | Q4 2025 |
 ADPT | $15.3M | 1.06% | 0.61% | +77.6% | Q3 2025 |
 PEN | $14.9M | 1.03% | 0.12% | -7.9% | Q3 2016 |
| SITM | $13.8M | 0.96% | 0.15% | -36.6% | Q1 2020 |
| WULF | $13.6M | 0.94% | 0.28% | +52.9% | Q3 2025 |
| KMTS | $12.4M | 0.86% | 0.80% | +154.5% | Q3 2025 |
| TMDX | $12M | 0.83% | 0.29% | +81.2% | Q2 2019 |
 AMZN | $11.9M | 0.82% | 0.00% | 0.0% | Q2 2013 |
| FEIM | $11.8M | 0.82% | 2.24% | +200.4% | Q3 2025 |
| CELH | $11.3M | 0.79% | 0.10% | +12.4% | Q2 2020 |
| TCMD | $11.3M | 0.79% | 1.74% | Not reported | Q3 2016 |
| PKE | $11.2M | 0.78% | 2.64% | +93.0% | Q3 2025 |
| AEHR | $11.2M | 0.77% | 1.80% | +99.9% | Q1 2023 |
| AVGO | $11M | 0.76% | 0.00% | -0.2% | Q1 2025 |
| GLBE | $10.8M | 0.75% | 0.16% | +38.6% | Q2 2023 |
| GOOGL | $10.7M | 0.75% | 0.00% | -12.5% | Q4 2015 |
 AAON | $10.6M | 0.74% | 0.17% | +18.9% | Q2 2024 |
| Q3 2025 | |||||
| ATRO | $55.4M | 4.04% | 3.76% | -4.2% | Q2 2013 |
| AORT | $44.4M | 3.24% | 2.22% | +4.2% | Q2 2017 |
| XMTR | $44M | 3.21% | 1.75% | +4.5% | Q2 2021 |
| ALHC | $39.7M | 2.89% | 1.14% | +4.7% | Q4 2024 |
| UTI | $36.1M | 2.63% | 2.04% | +15.5% | Q2 2024 |
| PAY | $35.7M | 2.60% | 1.13% | +3.3% | Q3 2023 |
| MYRG | $34.3M | 2.50% | 1.06% | +5.1% | Q3 2023 |
| ATEC | $33.1M | 2.42% | 1.53% | +10.6% | Q2 2019 |
| IRTC | $32.5M | 2.37% | 0.59% | -15.9% | Q4 2016 |
| STRL | $30.6M | 2.23% | 0.29% | -40.3% | Q1 2018 |
| MIRM | $26.5M | 1.93% | 0.70% | +89.6% | Q4 2024 |
| WGS | $25.2M | 1.84% | 0.81% | +5.6% | Q4 2024 |
| NVDA | $23.8M | 1.74% | 0.00% | +12.9% | Q3 2016 |
| PL | $23.1M | 1.68% | 0.68% | Not reported | Q2 2022 |
| MSFT | $22.4M | 1.63% | 0.00% | +10.3% | Q4 2015 |
| OLLI | $21.6M | 1.57% | 0.27% | +4.5% | Q1 2016 |
| MTSI | $20.6M | 1.50% | 0.22% | +4.4% | Q1 2015 |
 PGY | $19.6M | 1.43% | Not reported | New | Q3 2025 |
| RBC | $19.2M | 1.40% | 0.15% | -13.1% | Q2 2017 |
| FTAI | $19.1M | 1.39% | 0.11% | +18.1% | Q2 2024 |
| LSCC | $19.1M | 1.39% | 0.19% | +15.2% | Q2 2020 |
 PI | $18.9M | 1.38% | 0.35% | Not reported | Q3 2016 |
| SITM | $18.6M | 1.36% | 0.24% | +22.7% | Q1 2020 |
| AAPL | $18.2M | 1.33% | 0.00% | +16.0% | Q2 2014 |
| LINC | $17.9M | 1.30% | 2.40% | +5.6% | Q2 2024 |
 AGX | $17.8M | 1.30% | 0.48% | +5.6% | Q3 2016 |
 KNSL | $16.9M | 1.23% | 0.17% | -1.4% | Q3 2016 |
| CRS | $15.8M | 1.15% | 0.13% | +4.4% | Q4 2024 |
 AVPT | $15.4M | 1.13% | 0.48% | +0.9% | Q4 2024 |
 LMB | $15.1M | 1.10% | 1.34% | +0.7% | Q4 2016 |
| SAIA | $14.8M | 1.08% | 0.19% | -7.9% | Q1 2020 |
| APLD | $14M | 1.02% | 0.23% | New | Q3 2025 |
 MP | $13.6M | 0.99% | 0.11% | New | Q3 2025 |
| INOD | $13.6M | 0.99% | 0.55% | +81.3% | Q2 2023 |
| PEN | $13.2M | 0.96% | 0.13% | +4.4% | Q3 2016 |
| BROS | $13M | 0.95% | 0.16% | +4.0% | Q3 2021 |
| FROG | $13M | 0.95% | 0.23% | +174.3% | Q1 2024 |
 CRDO | $12.9M | 0.94% | 0.05% | +4.5% | Q2 2022 |
| CELH | $12.7M | 0.92% | 0.09% | +61.2% | Q2 2020 |
| MAMA | $11.5M | 0.84% | 2.70% | +19.2% | Q2 2024 |
| AMZN | $11.3M | 0.82% | 0.00% | +0.6% | Q2 2013 |
| COHR | $11.1M | 0.81% | 0.07% | +4.5% | Q3 2016 |
| AAON | $11M | 0.80% | 0.14% | Not reported | Q2 2024 |
| AVGO | $10.5M | 0.77% | 0.00% | +26.4% | Q1 2025 |
 WAY | $10.5M | 0.77% | 0.16% | -21.7% | Q4 2024 |
 ELF | $10.2M | 0.74% | 0.13% | +4.4% | Q3 2016 |
 TOL | $10.1M | 0.73% | 0.08% | Not reported | Q4 2015 |
| KRMN | $9.9M | 0.72% | 0.10% | New | Q3 2025 |
 BE | $9.6M | 0.70% | 0.05% | New | Q3 2025 |
| GOOGL | $9.53M | 0.69% | 0.00% | +78.7% | Q4 2015 |