Holders — by stockHoldings — by fund
NEXT CENTURY GROWTH INVESTORS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001134007
$1.89B
disclosed book value
113
positions
3.7%
largest position share
Positions, as of 2026-06-30
top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XMTRXometry Inc | 723,351 | $69.8M | 3.7% |
| 2 | LGNDLigand Pharmaceuticals | 198,542 | $62.8M | 3.3% |
| 3 | ALHCAlignment Healthcare | 2.5M | $60.4M | 3.2% |
| 4 | ATROAstronics Corp | 743,086 | $60.4M | 3.2% |
| 5 | LINCLincoln Educational Services | 1.2M | $58.7M | 3.1% |
| 6 | MIRMMirum Pharmaceuticals | 420,213 | $49.2M | 2.6% |
| 7 | BLLNBillionToOne | 364,467 | $43.7M | 2.3% |
| 8 | Global-E Online | 1.2M | $40.7M | 2.2% |
| 9 | UTIUniversal Technical Institute | 949,379 | $40.6M | 2.2% |
| 10 | AXGNAxogen Inc | 872,546 | $40.3M | 2.1% |
| 11 | AEHRAehr Test Systems | 410,731 | $39.5M | 2.1% |
| 12 | AGYSAgilysys | 366,052 | $38.3M | 2% |
| 13 | MYRGMYR Group Inc | 73,541 | $36.8M | 2% |
| 14 | PKEPark AeroSpace | 957,571 | $36.5M | 1.9% |
| 15 | MAMAMama's Creations | 2.0M | $35.5M | 1.9% |
| 16 | IPGPIPG Photonics Corp | 270,752 | $31.8M | 1.7% |
| 17 | SAIASaia Inc | 75,418 | $31.8M | 1.7% |
| 18 | UCTTUltra Clean Holdings | 220,115 | $31.4M | 1.7% |
| 19 | RBCRBC Bearings Inc | 47,561 | $30.6M | 1.6% |
| 20 | GHGuardant Health | 200,672 | $30.1M | 1.6% |
| 21 | FTAI Aviation | 106,992 | $28.9M | 1.5% |
| 22 | KNXKnight-Swift Transportation Ho | 370,809 | $28.9M | 1.5% |
| 23 | ALMAlmonty Industries | 1.7M | $28.8M | 1.5% |
| 24 | INODInnodata Inc | 365,746 | $27.6M | 1.5% |
| 25 | VCELVericel Corp | 612,584 | $27.3M | 1.4% |
| 26 | FPSForgent Power Solutions | 460,047 | $25.7M | 1.4% |
| 27 | CVLGCovenant Logistics Group | 551,906 | $24.4M | 1.3% |
| 28 | MTSIMACOM Technology Solutions Hol | 63,773 | $24.3M | 1.3% |
| 29 | CRSCarpenter Technology | 38,489 | $23.7M | 1.3% |
| 30 | NVDANvidia Corporation | 113,187 | $22.6M | 1.2% |
| 31 | IRTCiRhythm Holdings | 187,064 | $22.3M | 1.2% |
| 32 | STRLSterling Infrastruture | 26,209 | $22.0M | 1.2% |
| 33 | LSCCLattice Semiconductor Corp | 139,866 | $21.4M | 1.1% |
| 34 | GOOGLAlphabet Inc-Cl A | 59,493 | $21.3M | 1.1% |
| 35 | AIPArteris | 437,179 | $21.2M | 1.1% |
| 36 | JFrog | 230,703 | $21.0M | 1.1% |
| 37 | HTFLHeartflow | 671,404 | $19.7M | 1% |
| 38 | PAYPaymentus Holdings | 772,520 | $18.7M | 1% |
| 39 | SITMSitime Corp | 23,825 | $17.8M | 0.9% |
| 40 | SVCOSilvaco Group | 1.3M | $17.4M | 0.9% |
| 41 | DPC Holdings | 347,007 | $17.0M | 0.9% |
| 42 | ORNOrion Group Holdings | 988,549 | $16.6M | 0.9% |
| 43 | BRZEBraze Inc | 747,301 | $16.2M | 0.9% |
| 44 | Ichor Holdings | 142,610 | $16.0M | 0.8% |
| 45 | BLFSBiolife Solutions | 558,829 | $15.8M | 0.8% |
| 46 | OUSTOuster Inc | 252,227 | $15.8M | 0.8% |
| 47 | FEIMFrequency Electronics | 230,728 | $15.3M | 0.8% |
| 48 | AAPLApple Computer Inc | 51,841 | $15.0M | 0.8% |
| 49 | BROSDutch Bros Inc | 203,529 | $14.6M | 0.8% |
| 50 | TCMDTactile Systems | 480,207 | $14.3M | 0.8% |
| 51 | AAONAaon Inc | 110,031 | $14.0M | 0.7% |
| 52 | ADPTAdaptive Biotechnologies | 609,830 | $13.1M | 0.7% |
| 53 | DOCNDigitalOcean Holdings | 79,607 | $12.5M | 0.7% |
| 54 | MPTIM-Tron Industries | 124,173 | $12.3M | 0.7% |
| 55 | MRTNMarten Transport | 699,305 | $12.1M | 0.6% |
| 56 | MXLMaxLinear | 93,598 | $12.0M | 0.6% |
| 57 | Kestra Medical Technology | 458,505 | $11.7M | 0.6% |
| 58 | ATROBAstronics Corp Cl-B | 152,050 | $11.6M | 0.6% |
| 59 | AVGOBroadcom | 29,740 | $11.2M | 0.6% |
| 60 | BLZEBackBlaze Inc | 687,498 | $10.9M | 0.6% |
| 61 | MODModine Manufacturing | 40,689 | $10.9M | 0.6% |
| 62 | WLDNWilldan Group Inc | 126,407 | $10.0M | 0.5% |
| 63 | VELOVelo3D Inc | 553,356 | $9.7M | 0.5% |
| 64 | SIBNSI-BONE Inc | 585,289 | $9.6M | 0.5% |
| 65 | LOARLoar Holdings | 116,817 | $9.4M | 0.5% |
| 66 | GEGE Aerospace | 23,404 | $8.7M | 0.5% |
| 67 | EQPTEquipmentshare.com | 429,623 | $8.4M | 0.4% |
| 68 | MSFTMicrosoft Corp. | 21,862 | $8.2M | 0.4% |
| 69 | KRMNKarman Holdings | 162,015 | $8.1M | 0.4% |
| 70 | AMATApplied Materials | 10,860 | $7.9M | 0.4% |
| 71 | GSGoldman Sachs Group Com | 7,625 | $7.7M | 0.4% |
| 72 | SAROStandardAero Inc | 251,383 | $7.5M | 0.4% |
| 73 | GHMGraham Corp | 60,499 | $7.5M | 0.4% |
| 74 | AAOIApplied Optoelectronics | 49,989 | $7.4M | 0.4% |
| 75 | HWMHowmet Aerospace | 26,283 | $7.1M | 0.4% |
| 76 | MPMP Materials Corp | 122,580 | $6.9M | 0.4% |
| 77 | BWBBridgewater Bancshares | 318,380 | $6.7M | 0.4% |
| 78 | CRWDCrowdstrike Holdings Inc | 8,735 | $6.7M | 0.4% |
| 79 | TEXTerex Corp | 85,033 | $6.2M | 0.3% |
| 80 | OFRMOnce Upon A Farm | 296,084 | $6.1M | 0.3% |
| 81 | AMDAdvanced Micro Devices | 10,218 | $5.9M | 0.3% |
| 82 | VRTVertiv Holdings | 16,501 | $5.5M | 0.3% |
| 83 | OLLIOllie's Bargain Outlet | 69,625 | $5.4M | 0.3% |
| 84 | CATCaterpillar | 4,932 | $5.3M | 0.3% |
| 85 | PLPlanet Labs PBC | 151,686 | $5.0M | 0.3% |
| 86 | KOPNKopin Corp | 1.1M | $4.8M | 0.3% |
| 87 | SHOPShopify Inc | 39,505 | $4.5M | 0.2% |
| 88 | METAMeta Platforms, Inc. | 7,653 | $4.3M | 0.2% |
| 89 | VVisa Inc | 12,553 | $4.3M | 0.2% |
| 90 | BRUNBoost Run Inc | 105,506 | $4.1M | 0.2% |
| 91 | GKOSGlaukos Corporation | 28,765 | $4.0M | 0.2% |
| 92 | CAVACAVA Group | 51,018 | $4.0M | 0.2% |
| 93 | UMACUnusual Machines | 176,254 | $3.9M | 0.2% |
| 94 | GEVGE Vernova | 3,276 | $3.8M | 0.2% |
| 95 | PWRQuanta Services | 5,291 | $3.8M | 0.2% |
| 96 | HOODRobinhood Markets | 36,151 | $3.6M | 0.2% |
| 97 | COHRCoherent Corp | 8,418 | $3.3M | 0.2% |
| 98 | AXONAxon Enterprise | 5,053 | $2.8M | 0.2% |
| 99 | EVLVEvolv Technologies | 485,360 | $2.8M | 0.1% |
| 100 | ROKURoku Inc | 20,254 | $2.8M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.