Next Century Growth Investors LLC Top Holdings and 13F Report (2024)

About Next Century Growth Investors LLC

Investment Activity

Next Century Growth Investors LLC has $1.23 billion in total holdings as of September 30, 2024.
Next Century Growth Investors LLC owns shares of 127 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 20.73% of the portfolio was purchased this quarter.
About 22.83% of the portfolio was sold this quarter.
This quarter, Next Century Growth Investors LLC has purchased 122 new stocks and bought additional shares in 47 stocks.
Next Century Growth Investors LLC sold shares of 59 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Astronics: $44,574,486
Tandem Diabetes Care: $41,675,543
TransMedics Group: $41,392,265
Verra Mobility: $40,917,548
RxSight: $28,494,071

Largest New Holdings this Quarter

Ollie's Bargain Outlet: $12,350,329 Holding
HealthEquity: $9,553,777 Holding
Harrow: $7,529,001 Holding
ON: $7,169,895 Holding
Great Lakes Dredge & Dock: $7,033,545 Holding

Largest Purchases this Quarter

ACV Auctions: 737,419 shares (about $14.99M)
Veracyte: 428,280 shares (about $14.58M)
Ollie's Bargain Outlet: 127,061 shares (about $12.35M)
FTAI Aviation: 89,118 shares (about $11.84M)
Universal Technical Institute: 653,134 shares (about $10.62M)

Largest Sales this Quarter

AeroVironment: 119,666 shares (about $23.99M)
Napco Security Technologies: 480,193 shares (about $19.43M)
Q2: 203,735 shares (about $16.25M)
Freshpet: 116,925 shares (about $15.99M)
Vertex: 344,203 shares (about $13.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ATRO Astronics	$44,574,486	$1,653,560 ▼	-3.6%	2,288,218	3.6%	Aerospace
TNDM Tandem Diabetes Care	$41,675,543	$2,897,112 ▲	7.5%	982,682	3.4%	Medical
TMDX TransMedics Group	$41,392,265	$11,422,064 ▼	-21.6%	263,645	3.4%	Medical
VRRM Verra Mobility	$40,917,548	$1,270,806 ▼	-3.0%	1,471,325	3.3%	Industrial Products
RXST RxSight	$28,494,071	$2,380,400 ▲	9.1%	576,453	2.3%	Medical
QTWO Q2	$28,147,961	$16,251,941 ▼	-36.6%	352,864	2.3%	Computer and Technology
PAY Paymentus	$26,817,410	$599,899 ▲	2.3%	1,339,531	2.2%	Computer and Technology
ACVA ACV Auctions	$26,736,369	$14,991,728 ▲	127.6%	1,315,119	2.2%	Retail/Wholesale
KNSL Kinsale Capital Group	$23,749,656	$655,057 ▼	-2.7%	51,012	1.9%	Finance
PAR PAR Technology	$23,340,589	$4,325,088 ▲	22.7%	448,168	1.9%	Computer and Technology
FTAI FTAI Aviation	$23,108,652	$11,843,782 ▲	105.1%	173,880	1.9%	Aerospace
VCEL Vericel	$22,135,577	$5,709,707 ▲	34.8%	523,919	1.8%	Medical
PRCT PROCEPT BioRobotics	$22,039,409	$2,843,379 ▲	14.8%	275,080	1.8%	Medical
SAIA Saia	$21,967,505	$867,961 ▲	4.1%	50,239	1.8%	Transportation
USAP Universal Stainless & Alloy Products	$21,504,702	$10,179,120 ▲	89.9%	556,684	1.7%	Basic Materials
FLYW Flywire	$19,766,864	$1,569,113 ▼	-7.4%	1,206,032	1.6%	Computer and Technology
VCYT Veracyte	$19,612,452	$14,578,651 ▲	289.6%	576,159	1.6%	Medical
VERX Vertex	$19,416,395	$13,255,257 ▼	-40.6%	504,191	1.6%	Computer and Technology
RBC RBC Bearings	$18,345,407	$5,305,912 ▲	40.7%	61,278	1.5%	Industrial Products
NTRA Natera	$17,661,284	$367,266 ▼	-2.0%	139,120	1.4%	Medical
HXL Hexcel	$17,168,954	$2,747,292 ▲	19.0%	277,680	1.4%	Aerospace
MSFT Microsoft	$17,144,873	$1,393,311 ▼	-7.5%	39,844	1.4%	Computer and Technology
MTSI MACOM Technology Solutions	$15,920,749	$7,661,363 ▼	-32.5%	143,095	1.3%	Computer and Technology
AGYS Agilysys	$15,910,491	$4,032,108 ▼	-20.2%	146,008	1.3%	Computer and Technology
NVDA NVIDIA	$15,895,038	$369,420 ▼	-2.3%	130,888	1.3%	Computer and Technology
EXLS ExlService	$15,752,020	$2,142,122 ▲	15.7%	412,897	1.3%	Business Services
INOD Innodata	$14,999,490	$11,689 ▲	0.1%	894,424	1.2%	Computer and Technology
COHR Coherent	$14,856,238	$20,538 ▲	0.1%	167,093	1.2%	Business Services
AAPL Apple	$14,546,889	$1,249,346 ▼	-7.9%	62,433	1.2%	Computer and Technology
QNST QuinStreet	$14,539,909	$121,036 ▼	-0.8%	760,058	1.2%	Computer and Technology
UTI Universal Technical Institute	$13,845,487	$10,619,958 ▲	329.2%	851,506	1.1%	Consumer Discretionary
ALKT Alkami Technology	$13,346,939	$50,054 ▲	0.4%	423,175	1.1%	Computer and Technology
GDYN Grid Dynamics	$12,755,064	$5,970,622 ▲	88.0%	911,076	1.0%	Computer and Technology
AAON AAON	$12,726,414	$8,543,947 ▲	204.3%	118,012	1.0%	Construction
AVAV AeroVironment	$12,545,686	$23,993,033 ▼	-65.7%	62,572	1.0%	Aerospace
FRPT Freshpet	$12,530,867	$15,991,832 ▼	-56.1%	91,620	1.0%	Consumer Staples
OLLI Ollie's Bargain Outlet	$12,350,329	$12,350,329 ▲	New Holding	127,061	1.0%	Consumer Staples
SIBN SI-BONE	$12,322,922	$503,937 ▲	4.3%	881,468	1.0%	Medical
NSSC Napco Security Technologies	$12,269,737	$19,428,608 ▼	-61.3%	303,256	1.0%	Industrial Products
GWRE Guidewire Software	$11,941,957	$219,345 ▼	-1.8%	65,278	1.0%	Computer and Technology
Smith Douglas Homes	$11,379,827	$6,143,821 ▼	-35.1%	301,213	0.9%	COM
STRL Sterling Infrastructure	$10,844,450	$3,350,107 ▲	44.7%	74,779	0.9%	Construction
SEMR Semrush	$10,167,040	$1,344,352 ▼	-11.7%	647,170	0.8%	Computer and Technology
AORT Artivion	$10,108,545	$5,924,014 ▲	141.6%	379,735	0.8%	Medical
HQY HealthEquity	$9,553,777	$9,553,777 ▲	New Holding	116,723	0.8%	Medical
GLBE Global-E Online	$9,523,932	$5,387,904 ▲	130.3%	247,761	0.8%	Retail/Wholesale
LSCC Lattice Semiconductor	$9,419,235	$4,053,009 ▲	75.5%	177,487	0.8%	Computer and Technology
AMZN Amazon.com	$9,386,373	$1,822,121 ▼	-16.3%	50,375	0.8%	Retail/Wholesale
Loar Holdings	$9,153,610	$167,678 ▼	-1.8%	122,719	0.7%	COM
MRTN Marten Transport	$9,098,224	$1,443,435 ▲	18.9%	514,024	0.7%	Transportation
GOOGL Alphabet	$8,677,272	$2,498,364 ▼	-22.4%	52,320	0.7%	Computer and Technology
META Meta Platforms	$7,680,427	$664,603 ▼	-8.0%	13,417	0.6%	Computer and Technology
HROW Harrow	$7,529,001	$7,529,001 ▲	New Holding	167,460	0.6%	Medical
ONON ON	$7,169,895	$7,169,895 ▲	New Holding	142,969	0.6%	Retail/Wholesale
GLDD Great Lakes Dredge & Dock	$7,033,545	$7,033,545 ▲	New Holding	667,953	0.6%	Construction
MAMA Mama's Creations	$6,907,610	$2,098,064 ▲	43.6%	946,248	0.6%	Consumer Staples
LINC Lincoln Educational Services	$6,724,428	$2,765,316 ▲	69.8%	563,185	0.5%	Consumer Discretionary
TCMD Tactile Systems Technology	$6,708,415	$1,069,598 ▲	19.0%	459,166	0.5%	Medical
KNX Knight-Swift Transportation	$6,689,853	$6,689,853 ▲	New Holding	124,001	0.5%	Transportation
CSTL Castle Biosciences	$6,676,275	$78,116 ▼	-1.2%	234,091	0.5%	Medical
INTA Intapp	$6,565,863	$3,874 ▲	0.1%	137,275	0.5%	Computer and Technology
ARCB ArcBest	$6,423,927	$1,188,395 ▲	22.7%	59,234	0.5%	Transportation
CYBR CyberArk Software	$6,414,836	$7,569,028 ▼	-54.1%	21,998	0.5%	Computer and Technology
MIRM Mirum Pharmaceuticals	$6,410,469	$6,410,469 ▲	New Holding	164,371	0.5%	Medical
Bowhead Specialty Holdings	$6,401,545	$5,378 ▲	0.1%	228,545	0.5%	COM
CWAN Clearwater Analytics	$6,177,841	$1,738,892 ▼	-22.0%	244,667	0.5%	Computer and Technology
APPF AppFolio	$6,152,179	$2,805,262 ▼	-31.3%	26,135	0.5%	Computer and Technology
SPSC SPS Commerce	$6,085,870	$9,128,320 ▼	-60.0%	31,343	0.5%	Business Services
WGS GeneDx	$5,988,835	$5,988,835 ▲	New Holding	141,113	0.5%	Medical
WAL Western Alliance Bancorporation	$5,981,302	$5,981,302 ▲	New Holding	69,156	0.5%	Finance
AMD Advanced Micro Devices	$5,627,779	$1,550,556 ▲	38.0%	34,299	0.5%	Computer and Technology
BLND Blend Labs	$5,590,511	$5,590,511 ▲	New Holding	1,490,803	0.5%	Computer and Technology
LLY Eli Lilly and Company	$5,587,623	$479,293 ▼	-7.9%	6,307	0.5%	Medical
ATEC Alphatec	$5,332,217	$3,532,162 ▼	-39.8%	959,032	0.4%	Medical
ODFL Old Dominion Freight Line	$5,313,421	$1,459,011 ▲	37.9%	26,749	0.4%	Transportation
BROS Dutch Bros	$5,308,556	$82,221 ▼	-1.5%	165,737	0.4%	Retail/Wholesale
KIDS OrthoPediatrics	$5,226,645	$950,151 ▲	22.2%	192,794	0.4%	Medical
COST Costco Wholesale	$5,059,369	$333,331 ▼	-6.2%	5,707	0.4%	Retail/Wholesale
MNDY monday.com	$4,901,529	$2,339,934 ▼	-32.3%	17,646	0.4%	Computer and Technology
GSHD Goosehead Insurance	$4,737,722	$1,627,671 ▲	52.3%	53,054	0.4%	Finance
NOW ServiceNow	$4,696,441	$388,165 ▼	-7.6%	5,251	0.4%	Computer and Technology
BLFS BioLife Solutions	$4,667,230	$4,667,230 ▲	New Holding	186,391	0.4%	Medical
GS The Goldman Sachs Group	$4,637,695	$664,438 ▲	16.7%	9,367	0.4%	Finance
NEO NeoGenomics	$4,330,718	$3,363 ▲	0.1%	293,608	0.4%	Medical
ELF e.l.f. Beauty	$4,230,145	$4,230,145 ▲	New Holding	38,798	0.3%	Consumer Staples
KRNT Kornit Digital	$4,205,266	$4,205,266 ▲	New Holding	162,774	0.3%	Industrial Products
SKWD Skyward Specialty Insurance Group	$4,203,702	$4,203,702 ▲	New Holding	103,209	0.3%	Finance
BA Boeing	$4,194,327	$570,606 ▲	15.7%	27,587	0.3%	Aerospace
CAVA CAVA Group	$4,161,236	$4,059,307 ▼	-49.4%	33,599	0.3%	Retail/Wholesale
PWR Quanta Services	$3,985,072	$307,691 ▼	-7.2%	13,366	0.3%	Construction
OneStream	$3,833,106	$3,833,106 ▲	New Holding	113,071	0.3%	COM
SYM Symbotic	$3,729,840	$1,982,785 ▲	113.5%	152,925	0.3%	Business Services
BSX Boston Scientific	$3,622,003	$874,285 ▲	31.8%	43,222	0.3%	Medical
CRDO Credo Technology Group	$3,481,416	$6,875,391 ▼	-66.4%	113,033	0.3%	Computer and Technology
ORN Orion Group	$3,472,743	$768,102 ▲	28.4%	601,862	0.3%	Construction
PGR Progressive	$3,215,646	$253,760 ▼	-7.3%	12,672	0.3%	Finance
VRTX Vertex Pharmaceuticals	$3,134,639	$445,082 ▼	-12.4%	6,740	0.3%	Medical
NFLX Netflix	$3,098,091	$253,209 ▼	-7.6%	4,368	0.3%	Consumer Discretionary
Waystar Holdings	$3,009,916	$3,009,916 ▲	New Holding	107,921	0.2%	COM
LNTH Lantheus	$2,964,347	$2,964,347 ▲	New Holding	27,010	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Next Century Growth Investors LLC Top Holdings and 13F Report (2024)

About Next Century Growth Investors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Next Century Growth Investors LLC Top Holdings and 13F Report (2024)

About Next Century Growth Investors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNext Century Growth Investors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools