Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
Verra Mobility Corporation | 1,789,716 | -178,794 | $41,217 |
VRRM | 1,789,716 | -178,794 | $41,217 |
Astronics Corp | 2,222,747 | +46,797 | $38,720 |
ATRO | 2,222,747 | +46,797 | $38,720 |
Transmedics Group Inc | 462,715 | -14,767 | $36,522 |
TMDX | 462,715 | -14,767 | $36,522 |
LGI Homes Inc | 266,440 | +36,098 | $35,479 |
LGIH | 266,440 | +36,098 | $35,479 |
Vertex Inc | 1,296,768 | +20,792 | $34,935 |
VERX | 1,296,768 | +20,792 | $34,935 |
Sprout Social | 494,649 | +82,723 | $30,391 |
SPT | 494,649 | +82,723 | $30,391 |
Alphatec Holdings Inc | 1,975,069 | +41,242 | $29,843 |
ATEC | 1,975,069 | +41,242 | $29,843 |
SI BONE Inc | 1,398,413 | +26,339 | $29,353 |
SIBN | 1,398,413 | +26,339 | $29,353 |
Axonics Modulation Technology | 464,589 | -49,367 | $28,911 |
AXNX | 464,589 | -49,367 | $28,911 |
Flywire Corporation | 1,189,787 | +25,563 | $27,544 |
FLYW | 1,189,787 | +25,563 | $27,544 |
RxSight Inc | 657,021 | -90,806 | $26,491 |
RXST | 657,021 | -90,806 | $26,491 |
Napco Security Technologies | 724,021 | +176,530 | $24,798 |
NSSC | 724,021 | +176,530 | $24,798 |
Q2 Holdings | 509,210 | +319,572 | $22,105 |
QTWO | 509,210 | +319,572 | $22,105 |
Aerovironment | 168,514 | +36,041 | $21,240 |
AVAV | 168,514 | +36,041 | $21,240 |
Kinsale Capital Group | 61,124 | +4,548 | $20,471 |
KNSL | 61,124 | +4,548 | $20,471 |
Saia Inc | 43,290 | +1,657 | $18,971 |
SAIA | 43,290 | +1,657 | $18,971 |
Celsius Holdings | 330,109 | +189,828 | $17,998 |
CELH | 330,109 | +189,828 | $17,998 |
MACOM Technology Solutions Hol | 172,590 | +14,959 | $16,042 |
MTSI | 172,590 | +14,959 | $16,042 |
Microsoft Corp. | 42,625 | +2,753 | $16,029 |
MSFT | 42,625 | +2,753 | $16,029 |
Kura Sushi USA Inc | 209,131 | -14,993 | $15,894 |
KRUS | 209,131 | -14,993 | $15,894 |
MYR Group Inc | 105,889 | +13,194 | $15,315 |
MYRG | 105,889 | +13,194 | $15,315 |
Orthopediatrics Corp | 468,500 | -95,102 | $15,231 |
KIDS | 468,500 | -95,102 | $15,231 |
Freshpet | 171,900 | -31,748 | $14,914 |
FRPT | 171,900 | -31,748 | $14,914 |
Hexcel Corp | 201,405 | +64,719 | $14,854 |
HXL | 201,405 | +64,719 | $14,854 |
Agilysys | 169,385 | +31,437 | $14,367 |
AGYS | 169,385 | +31,437 | $14,367 |
Tandem Diabetes Care | 461,495 | +461,495 | $13,651 |
TNDM | 461,495 | +461,495 | $13,651 |
SPS Commerce | 66,083 | +12,797 | $12,810 |
SPSC | 66,083 | +12,797 | $12,810 |
Apple Computer Inc | 63,197 | -8,837 | $12,167 |
AAPL | 63,197 | -8,837 | $12,167 |
Credo Technology Group Holding | 561,364 | +12,529 | $10,930 |
CRDO | 561,364 | +12,529 | $10,930 |
Lattice Semiconductor Corp | 153,352 | +15,515 | $10,580 |
LSCC | 153,352 | +15,515 | $10,580 |
RBC Bearings Inc | 36,711 | -27,758 | $10,459 |
RBC | 36,711 | -27,758 | $10,459 |
Alphabet Inc Cl A | 73,444 | +17,517 | $10,259 |
GOOGL | 73,444 | +17,517 | $10,259 |
Arcbest Corporation | 76,072 | +16,538 | $9,145 |
ARCB | 76,072 | +16,538 | $9,145 |
Marten Transport | 431,632 | +1,980 | $9,056 |
MRTN | 431,632 | +1,980 | $9,056 |
Aersale Corporation | 696,041 | +66,750 | $8,836 |
ASLE | 696,041 | +66,750 | $8,836 |
Amazon.Com | 56,485 | +22,751 | $8,582 |
AMZN | 56,485 | +22,751 | $8,582 |
Five9 | 100,575 | +34,824 | $7,914 |
FIVN | 100,575 | +34,824 | $7,914 |
Progyny Inc | 200,073 | +47,513 | $7,439 |
PGNY | 200,073 | +47,513 | $7,439 |
Vericel Corp | 207,819 | +95,262 | $7,400 |
VCEL | 207,819 | +95,262 | $7,400 |
Exlservice Holdings Inc. | 238,055 | +68,028 | $7,344 |
EXLS | 238,055 | +68,028 | $7,344 |
Quanta Services | 32,984 | -93,595 | $7,118 |
PWR | 32,984 | -93,595 | $7,118 |
Innodata Inc | 839,250 | +409,038 | $6,831 |
INOD | 839,250 | +409,038 | $6,831 |
Nvidia Corporation | 13,246 | +1,094 | $6,560 |
NVDA | 13,246 | +1,094 | $6,560 |
Inspire Medical Systems Inc | 31,336 | -16,519 | $6,375 |
INSP | 31,336 | -16,519 | $6,375 |
Boeing Co | 23,581 | +632 | $6,147 |
BA | 23,581 | +632 | $6,147 |
Paymentus Holdings | 336,840 | +109,788 | $6,019 |
PAY | 336,840 | +109,788 | $6,019 |
Penumbra Inc. | 23,750 | -28,763 | $5,974 |
PEN | 23,750 | -28,763 | $5,974 |
AppFolio Inc | 34,263 | +4,915 | $5,936 |
APPF | 34,263 | +4,915 | $5,936 |
Global E Online | 147,876 | +5,663 | $5,860 |
GLBE | 147,876 | +5,663 | $5,860 |
Meta Platforms Inc. | 16,113 | +3,366 | $5,703 |
META | 16,113 | +3,366 | $5,703 |
Century Communities | 60,337 | +60,337 | $5,499 |
CCS | 60,337 | +60,337 | $5,499 |
Neogenomics Inc | 326,876 | +97,704 | $5,289 |
NEO | 326,876 | +97,704 | $5,289 |
Intapp | 136,780 | +20,523 | $5,200 |
INTA | 136,780 | +20,523 | $5,200 |
ServiceNow Inc | 7,255 | +4,856 | $5,126 |
NOW | 7,255 | +4,856 | $5,126 |
Guidewire Software | 46,989 | +46,989 | $5,124 |
GWRE | 46,989 | +46,989 | $5,124 |
Natera Inc | 80,897 | +80,897 | $5,067 |
NTRA | 80,897 | +80,897 | $5,067 |
Medpace Holdings | 16,022 | +16,022 | $4,911 |
MEDP | 16,022 | +16,022 | $4,911 |
Ryan Specialty Holdings | 112,337 | +4,303 | $4,833 |
RYAN | 112,337 | +4,303 | $4,833 |
Knight Swift Transportation Ho | 83,512 | +3,197 | $4,814 |
KNX | 83,512 | +3,197 | $4,814 |
Tactile Systems | 332,059 | -52,847 | $4,748 |
TCMD | 332,059 | -52,847 | $4,748 |
Workiva | 46,195 | +6,296 | $4,690 |
WK | 46,195 | +6,296 | $4,690 |
Castle Biosciences | 213,886 | +213,886 | $4,616 |
CSTL | 213,886 | +213,886 | $4,616 |
Treace Medical Concepts | 360,489 | -152,249 | $4,596 |
TMCI | 360,489 | -152,249 | $4,596 |
Eli Lilly and Company | 7,852 | -18 | $4,577 |
LLY | 7,852 | -18 | $4,577 |
Paylocity Corp | 27,197 | -22,317 | $4,483 |
PCTY | 27,197 | -22,317 | $4,483 |
AEHR Test Systems | 168,701 | -125,370 | $4,476 |
AEHR | 168,701 | -125,370 | $4,476 |
Alkami Technology | 182,167 | +182,167 | $4,418 |
ALKT | 182,167 | +182,167 | $4,418 |
Clearwater Analytics Holdings | 217,387 | +217,387 | $4,354 |
CWAN | 217,387 | +217,387 | $4,354 |
SEMrush Holdings | 312,920 | +312,920 | $4,274 |
SEMR | 312,920 | +312,920 | $4,274 |
First Watch Restaurant Group | 209,852 | +209,852 | $4,218 |
FWRG | 209,852 | +209,852 | $4,218 |
Advanced Micro Devices | 28,111 | +2,325 | $4,144 |
AMD | 28,111 | +2,325 | $4,144 |
Unitedhealth Group Inc. | 7,856 | +1,925 | $4,136 |
UNH | 7,856 | +1,925 | $4,136 |
Visa Inc | 15,834 | +1,314 | $4,122 |
V | 15,834 | +1,314 | $4,122 |
Dexcom Inc | 32,491 | +3,540 | $4,032 |
DXCM | 32,491 | +3,540 | $4,032 |
Costco Wholesale Corp | 6,017 | +503 | $3,972 |
COST | 6,017 | +503 | $3,972 |
Old Dominion Freight Line | 9,596 | +799 | $3,890 |
ODFL | 9,596 | +799 | $3,890 |
Braze Inc | 73,021 | +73,021 | $3,880 |
BRZE | 73,021 | +73,021 | $3,880 |
Mastercard Inc | 8,753 | -220 | $3,733 |
MA | 8,753 | -220 | $3,733 |
Docebo Inc | 76,263 | +76,263 | $3,690 |
DCBO | 76,263 | +76,263 | $3,690 |
Enfusion | 372,068 | +372,068 | $3,609 |
ENFN | 372,068 | +372,068 | $3,609 |
Grid Dynamics Holdings Inc. | 263,736 | +1,207 | $3,516 |
GDYN | 263,736 | +1,207 | $3,516 |
LifeMD | 408,781 | +1,950 | $3,389 |
LFMD | 408,781 | +1,950 | $3,389 |
ACV Auctions | 205,860 | +205,860 | $3,119 |
ACVA | 205,860 | +205,860 | $3,119 |
Goldman Sachs Group Com | 7,940 | +7,940 | $3,063 |
GS | 7,940 | +7,940 | $3,063 |
Palo Alto Networks | 10,349 | +7,676 | $3,052 |
PANW | 10,349 | +7,676 | $3,052 |
Crowdstrike Holdings Inc | 11,910 | +11,910 | $3,041 |
CRWD | 11,910 | +11,910 | $3,041 |
NOVO Nordisk A S Spons ADR | 29,358 | -3,048 | $3,037 |
NVO | 29,358 | -3,048 | $3,037 |
Adobe Inc. | 4,955 | +1,471 | $2,956 |
ADBE | 4,955 | +1,471 | $2,956 |
Endava Plc | 35,856 | +35,856 | $2,791 |
DAVA | 35,856 | +35,856 | $2,791 |
Floor & Decor Holdings | 24,475 | +937 | $2,730 |
FND | 24,475 | +937 | $2,730 |
Procept Biorobotics | 62,576 | -66,892 | $2,623 |
PRCT | 62,576 | -66,892 | $2,623 |
Vertex Pharmaceuticals | 6,187 | -6,501 | $2,517 |
VRTX | 6,187 | -6,501 | $2,517 |
Permian Resrouces Corp | 182,123 | -526 | $2,477 |
PR | 182,123 | -526 | $2,477 |
Sitime Corp | 17,706 | -22,738 | $2,162 |
SITM | 17,706 | -22,738 | $2,162 |
Progressive Corp | 13,524 | +8,960 | $2,154 |
PGR | 13,524 | +8,960 | $2,154 |
Augmedix | 360,624 | +360,624 | $2,110 |
AUGX | 360,624 | +360,624 | $2,110 |
Monolithic Power Systems Inc | 3,330 | +246 | $2,100 |
MPWR | 3,330 | +246 | $2,100 |
PDF Solution | 64,906 | +64,906 | $2,086 |
PDFS | 64,906 | +64,906 | $2,086 |
Evolv Technologies | 441,338 | -373,712 | $2,083 |
EVLV | 441,338 | -373,712 | $2,083 |
Paragon 28 Inc. | 167,336 | -63,694 | $2,080 |
FNA | 167,336 | -63,694 | $2,080 |
Veracyte Inc | 73,965 | +73,965 | $2,035 |
VCYT | 73,965 | +73,965 | $2,035 |
Tesla Motors Inc | 8,152 | +678 | $2,026 |
TSLA | 8,152 | +678 | $2,026 |
TechTarget | 57,559 | +260 | $2,007 |
TTGT | 57,559 | +260 | $2,007 |
D R Horton Inc. | 12,976 | +1,077 | $1,972 |
DHI | 12,976 | +1,077 | $1,972 |
Patterson UTI Energy | 172,619 | -521 | $1,864 |
PTEN | 172,619 | -521 | $1,864 |
Costar Group Inc | 20,134 | -14,276 | $1,760 |
CSGP | 20,134 | -14,276 | $1,760 |
Vertiv Holdings | 36,625 | +36,625 | $1,759 |
VRT | 36,625 | +36,625 | $1,759 |
Cadence Design Sys Inc | 6,010 | +497 | $1,637 |
CDNS | 6,010 | +497 | $1,637 |
Workday Inc | 5,846 | +490 | $1,614 |
WDAY | 5,846 | +490 | $1,614 |
Lululemon Athletica Inc | 3,139 | -265 | $1,605 |
LULU | 3,139 | -265 | $1,605 |
Freeport McMoran Copper | 37,501 | -18,366 | $1,596 |
FCX | 37,501 | -18,366 | $1,596 |
O Reilly Automotive Inc | 1,492 | -2,233 | $1,418 |
ORLY | 1,492 | -2,233 | $1,418 |
Chipotle Mexican Grill | 602 | +50 | $1,377 |
CMG | 602 | +50 | $1,377 |
Intuitive Surgical Inc. | 2,494 | -1,337 | $841 |
ISRG | 2,494 | -1,337 | $841 |
Symbotic Inc | 5,267 | UNCH | $270 |
SYM | 5,267 | UNCH | $270 |
Engagesmart Inc | 1,859 | -743,378 | $43 |
ESMT | 1,859 | -743,378 | $43 |
Allient Inc | $0 (exited) | ||
AMOT | 0 | -125,507 | $0 |
Atricure Inc | $0 (exited) | ||
ATRC | 0 | -313,724 | $0 |
Avidxchange Holdings | $0 (exited) | ||
AVDX | 0 | -203,901 | $0 |
Bill Holdings Inc | $0 (exited) | ||
BILL | 0 | -60,027 | $0 |
Sprinklr | $0 (exited) | ||
CXM | 0 | -808,313 | $0 |
Energy Recovery | $0 (exited) | ||
ERII | 0 | -124,529 | $0 |
Fiserv Inc | $0 (exited) | ||
FISV | 0 | -10,477 | $0 |
Lindblad Expeditions Holding | $0 (exited) | ||
LIND | 0 | -41,310 | $0 |
Outset Medical | $0 (exited) | ||
OM | 0 | -333,279 | $0 |
Paycom Software Inc | $0 (exited) | ||
PAYC | 0 | -4,249 | $0 |
Insulet Corp | $0 (exited) | ||
PODD | 0 | -685 | $0 |
Silk Road Medical | $0 (exited) | ||
SILK | 0 | -961,379 | $0 |
Tela Bio Inc. | $0 (exited) | ||
TELA | 0 | -473,131 | $0 |
United Rentals Inc | 0 | -2,746 | $0 (exited) |
URI | 0 | -2,746 | $0 |
See Summary: Next Century Growth Investors LLC Top Holdings
See Details: Top 10 Stocks Held By Next Century Growth Investors LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
TNDM | +461,495 | +$13,651 |
CCS | +60,337 | +$5,499 |
GWRE | +46,989 | +$5,124 |
NTRA | +80,897 | +$5,067 |
MEDP | +16,022 | +$4,911 |
CSTL | +213,886 | +$4,616 |
ALKT | +182,167 | +$4,418 |
CWAN | +217,387 | +$4,354 |
SEMR | +312,920 | +$4,274 |
FWRG | +209,852 | +$4,218 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SILK | -961,379 | -$14,411 |
ATRC | -313,724 | -$13,741 |
CXM | -808,313 | -$11,187 |
BILL | -60,027 | -$6,517 |
AMOT | -125,507 | -$4,277 |
TELA | -473,131 | -$3,785 |
OM | -333,279 | -$3,626 |
ERII | -124,529 | -$2,641 |
AVDX | -203,901 | -$1,933 |
URI | -2,746 | -$1,221 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
INOD | +409,038 | +$3,161 |
QTWO | +319,572 | +$15,985 |
CELH | +189,828 | -$6,074 |
NSSC | +176,530 | +$12,616 |
PAY | +109,788 | +$2,250 |
NEO | +97,704 | +$2,470 |
VCEL | +95,262 | +$3,627 |
SPT | +82,723 | +$9,844 |
EXLS | +68,028 | +$2,576 |
ASLE | +66,750 | -$566 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ESMT | -743,378 | -$13,364 |
EVLV | -373,712 | -$1,878 |
VRRM | -178,794 | +$4,406 |
TMCI | -152,249 | -$2,126 |
AEHR | -125,370 | -$8,963 |
KIDS | -95,102 | -$2,804 |
PWR | -93,595 | -$16,561 |
RXST | -90,806 | +$5,634 |
PRCT | -66,892 | -$1,625 |
Size ($ in 1000's)
At 12/31/2023: $1,028,161 At 09/30/2023: $919,906 Combined Holding Report Includes:
Next Century Growth Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Next Century Growth Investors LLC 13F filings. Link to 13F filings: SEC filings |