Next Century Growth Investors LLC

Next Century Growth Investors LLC reported 113 holdings worth US$1.89B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Next Century Growth Investors LLC reported 113 holdings worth US$1.89B as of Jun 30, 2026. Largest: Astronics Corporation, Xometry, Inc. and Ligand Pharmaceuticals Incorporated. Filed Aug 14, 2026 (Form 13F).

Holdings
113
Value as reported
US$1.89B

The filing in full

CompanySharesValue as reported% of portfolio
Astronics Corporation885KUS$71.9M3.8%
Xometry, Inc.723KUS$69.8M3.7%
Ligand Pharmaceuticals Incorporated199KUS$62.8M3.3%
Alignment Healthcare, Inc.2.54MUS$60.4M3.2%
Lincoln Educational Services Corporation1.18MUS$58.7M3.1%
Mirum Pharmaceuticals, Inc.420KUS$49.2M2.6%
Billiontoone, Inc.364KUS$43.7M2.3%
Universal Technical Institute Inc949KUS$40.6M2.2%
Axogen, Inc.873KUS$40.3M2.1%
Aehr Test Systems411KUS$39.5M2.1%
Agilysys, Inc.366KUS$38.3M2.0%
Myr Group, Inc.73,541US$36.8M2.0%
Park Aerospace Corp.958KUS$36.5M1.9%
Mama's Creations, Inc.1.99MUS$35.5M1.9%
Ipg Photonics Corporation271KUS$31.8M1.7%
Saia, Inc.75,418US$31.8M1.7%
Ultra Clean Holdings, Inc.220KUS$31.4M1.7%
Rbc Bearings Incorporated47,561US$30.6M1.6%
Guardant Health, Inc.201KUS$30.1M1.6%
Ftai Aviation Ltd.107KUS$28.9M1.5%
Knight-swift Transportation Holdings Inc.371KUS$28.9M1.5%
Almonty Industries Inc.1.74MUS$28.8M1.5%
Innodata Inc.366KUS$27.6M1.5%
Vericel Corporation613KUS$27.3M1.4%
Forgent Power Solutions, Inc.460KUS$25.7M1.4%
Covenant Logistics Group, Inc.552KUS$24.4M1.3%
Macom Technology Solutions Holdings, Inc.63,773US$24.3M1.3%
Carpenter Technology Corporation38,489US$23.7M1.3%
Nvidia Corporation113KUS$22.6M1.2%
Irhythm Holdings, Inc.187KUS$22.3M1.2%
Sterling Infrastructure, Inc.26,209US$22M1.2%
Lattice Semiconductor Corporation140KUS$21.4M1.1%
Alphabet Inc (google) Class C59,493US$21.3M1.1%
Arteris, Inc.437KUS$21.2M1.1%
Heartflow, Inc.671KUS$19.7M1.0%
Paymentus Holdings, Inc.773KUS$18.7M0.99%
Sitime Corporation23,825US$17.8M0.94%
Silvaco Group, Inc.1.26MUS$17.4M0.92%
Orion Group Holdings, Inc.989KUS$16.6M0.88%
Braze, Inc.747KUS$16.2M0.86%
Ichor Holdings143KUS$16M0.85%
Biolife Solutions, Inc.559KUS$15.8M0.84%
Ouster, Inc.252KUS$15.8M0.84%
Frequency Electronics, Inc.231KUS$15.3M0.81%
Apple Inc51,841US$15M0.80%
Dutch Bros Inc.204KUS$14.6M0.78%
Tactile Systems Technology, Inc.480KUS$14.3M0.76%
Aaon, Inc.110KUS$14M0.74%
Adaptive Biotechnologies Corporation610KUS$13.1M0.69%
Digitalocean Holdings, Inc.79,607US$12.5M0.66%
M-tron Industries, Inc.124KUS$12.3M0.65%
Marten Transport, Ltd.699KUS$12.1M0.64%
Maxlinear, Inc93,598US$12M0.64%
Kestra Medical Technologies, Ltd.459KUS$11.7M0.62%
Broadcom Inc.29,740US$11.2M0.60%
Backblaze, Inc.687KUS$10.9M0.58%
Modine Manufacturing Company40,689US$10.9M0.58%
Willdan Group, Inc.126KUS$10M0.53%
Velo3d, Inc.553KUS$9.71M0.51%
Si-bone, Inc.585KUS$9.55M0.51%
Loar Holdings Inc.117KUS$9.42M0.50%
Ge Aerospace23,404US$8.75M0.46%
Equipmentshare.com Inc430KUS$8.45M0.45%
Microsoft Corp.21,862US$8.15M0.43%
Karman Holdings Inc.162KUS$8.09M0.43%
Applied Materials, Inc.10,860US$7.85M0.42%
Goldman Sachs Group, Inc. (the)7,625US$7.71M0.41%
Standardaero, Inc.251KUS$7.52M0.40%
Graham Corporation60,499US$7.49M0.40%
Applied Optoelectronics, Inc.49,989US$7.41M0.39%
Howmet Aerospace Inc.26,283US$7.07M0.37%
Mp Materials Corp.123KUS$6.87M0.36%
Bridgewater Bancshares, Inc.318KUS$6.7M0.36%
Crowdstrike Holdings, Inc.8,735US$6.67M0.35%
Terex Corporation85,033US$6.16M0.33%
Once Upon A Farm, Pbc296KUS$6.06M0.32%
Advanced Micro Devices Inc10,218US$5.94M0.31%
Vertiv Holdings, Llc16,501US$5.52M0.29%
Ollie's Bargain Outlet Holdings, Inc.69,625US$5.35M0.28%
Caterpillar, Inc.4,932US$5.25M0.28%
Planet Labs Pbc152KUS$5.03M0.27%
Kopin Corporation1.07MUS$4.8M0.25%
Shopify Inc.39,505US$4.51M0.24%
Meta Platforms, Inc.7,653US$4.31M0.23%
Visa Inc.12,553US$4.31M0.23%
Boost Run Inc.106KUS$4.09M0.22%
Glaukos Corporation28,765US$4.02M0.21%
Cava Group, Inc.51,018US$4M0.21%
Unusual Machines, Inc.176KUS$3.93M0.21%
Ge Vernova Inc.3,276US$3.85M0.20%
Quanta Services, Inc.5,291US$3.81M0.20%
Robinhood Markets, Inc.36,151US$3.63M0.19%
Coherent Corp.8,418US$3.32M0.18%
Axon Enterprise, Inc.5,053US$2.83M0.15%
Evolv Technologies Holdings, Inc.485KUS$2.82M0.15%
Roku, Inc.20,254US$2.8M0.15%
Insmed Incorporated26,159US$2.79M0.15%
Limbach Holdings, Inc.36,002US$2.77M0.15%
Asml Holding Nv1,349US$2.68M0.14%
Mastercard Incorporated5,026US$2.58M0.14%

Every holding of Next Century Growth Investors LLC

Source

View original at SEC

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