Next Century Growth Investors LLC Top Holdings and 13F Report (2024) About Next Century Growth Investors LLCInvestment ActivityNext 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 $44,574,486Tandem Diabetes Care $41,675,543TransMedics Group $41,392,265Verra Mobility $40,917,548RxSight $28,494,071 Largest New Holdings this Quarter Ollie's Bargain Outlet $12,350,329 HoldingHealthEquity $9,553,777 HoldingHarrow $7,529,001 HoldingON $7,169,895 HoldingGreat 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 TimeMap of 500 Largest Holdings ofNext Century Growth Investors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorATROAstronics$44,574,486$1,653,560 ▼-3.6%2,288,2183.6%AerospaceTNDMTandem Diabetes Care$41,675,543$2,897,112 ▲7.5%982,6823.4%MedicalTMDXTransMedics Group$41,392,265$11,422,064 ▼-21.6%263,6453.4%MedicalVRRMVerra Mobility$40,917,548$1,270,806 ▼-3.0%1,471,3253.3%Industrial ProductsRXSTRxSight$28,494,071$2,380,400 ▲9.1%576,4532.3%MedicalQTWOQ2$28,147,961$16,251,941 ▼-36.6%352,8642.3%Computer and TechnologyPAYPaymentus$26,817,410$599,899 ▲2.3%1,339,5312.2%Computer and TechnologyACVAACV Auctions$26,736,369$14,991,728 ▲127.6%1,315,1192.2%Retail/WholesaleKNSLKinsale Capital Group$23,749,656$655,057 ▼-2.7%51,0121.9%FinancePARPAR Technology$23,340,589$4,325,088 ▲22.7%448,1681.9%Computer and TechnologyFTAIFTAI Aviation$23,108,652$11,843,782 ▲105.1%173,8801.9%AerospaceVCELVericel$22,135,577$5,709,707 ▲34.8%523,9191.8%MedicalPRCTPROCEPT BioRobotics$22,039,409$2,843,379 ▲14.8%275,0801.8%MedicalSAIASaia$21,967,505$867,961 ▲4.1%50,2391.8%TransportationUSAPUniversal Stainless & Alloy Products$21,504,702$10,179,120 ▲89.9%556,6841.7%Basic MaterialsFLYWFlywire$19,766,864$1,569,113 ▼-7.4%1,206,0321.6%Computer and TechnologyVCYTVeracyte$19,612,452$14,578,651 ▲289.6%576,1591.6%MedicalVERXVertex$19,416,395$13,255,257 ▼-40.6%504,1911.6%Computer and TechnologyRBCRBC Bearings$18,345,407$5,305,912 ▲40.7%61,2781.5%Industrial ProductsNTRANatera$17,661,284$367,266 ▼-2.0%139,1201.4%MedicalHXLHexcel$17,168,954$2,747,292 ▲19.0%277,6801.4%AerospaceMSFTMicrosoft$17,144,873$1,393,311 ▼-7.5%39,8441.4%Computer and TechnologyMTSIMACOM Technology Solutions$15,920,749$7,661,363 ▼-32.5%143,0951.3%Computer and TechnologyAGYSAgilysys$15,910,491$4,032,108 ▼-20.2%146,0081.3%Computer and TechnologyNVDANVIDIA$15,895,038$369,420 ▼-2.3%130,8881.3%Computer and TechnologyEXLSExlService$15,752,020$2,142,122 ▲15.7%412,8971.3%Business ServicesINODInnodata$14,999,490$11,689 ▲0.1%894,4241.2%Computer and TechnologyCOHRCoherent$14,856,238$20,538 ▲0.1%167,0931.2%Business ServicesAAPLApple$14,546,889$1,249,346 ▼-7.9%62,4331.2%Computer and TechnologyQNSTQuinStreet$14,539,909$121,036 ▼-0.8%760,0581.2%Computer and TechnologyUTIUniversal Technical Institute$13,845,487$10,619,958 ▲329.2%851,5061.1%Consumer DiscretionaryALKTAlkami Technology$13,346,939$50,054 ▲0.4%423,1751.1%Computer and TechnologyGDYNGrid Dynamics$12,755,064$5,970,622 ▲88.0%911,0761.0%Computer and TechnologyAAONAAON$12,726,414$8,543,947 ▲204.3%118,0121.0%ConstructionAVAVAeroVironment$12,545,686$23,993,033 ▼-65.7%62,5721.0%AerospaceFRPTFreshpet$12,530,867$15,991,832 ▼-56.1%91,6201.0%Consumer StaplesOLLIOllie's Bargain Outlet$12,350,329$12,350,329 ▲New Holding127,0611.0%Consumer StaplesSIBNSI-BONE$12,322,922$503,937 ▲4.3%881,4681.0%MedicalNSSCNapco Security Technologies$12,269,737$19,428,608 ▼-61.3%303,2561.0%Industrial ProductsGWREGuidewire Software$11,941,957$219,345 ▼-1.8%65,2781.0%Computer and TechnologySmith Douglas Homes$11,379,827$6,143,821 ▼-35.1%301,2130.9%COMSTRLSterling Infrastructure$10,844,450$3,350,107 ▲44.7%74,7790.9%ConstructionSEMRSemrush$10,167,040$1,344,352 ▼-11.7%647,1700.8%Computer and TechnologyAORTArtivion$10,108,545$5,924,014 ▲141.6%379,7350.8%MedicalHQYHealthEquity$9,553,777$9,553,777 ▲New Holding116,7230.8%MedicalGLBEGlobal-E Online$9,523,932$5,387,904 ▲130.3%247,7610.8%Retail/WholesaleLSCCLattice Semiconductor$9,419,235$4,053,009 ▲75.5%177,4870.8%Computer and TechnologyAMZNAmazon.com$9,386,373$1,822,121 ▼-16.3%50,3750.8%Retail/WholesaleLoar Holdings$9,153,610$167,678 ▼-1.8%122,7190.7%COMMRTNMarten Transport$9,098,224$1,443,435 ▲18.9%514,0240.7%TransportationGOOGLAlphabet$8,677,272$2,498,364 ▼-22.4%52,3200.7%Computer and TechnologyMETAMeta Platforms$7,680,427$664,603 ▼-8.0%13,4170.6%Computer and TechnologyHROWHarrow$7,529,001$7,529,001 ▲New Holding167,4600.6%MedicalONONON$7,169,895$7,169,895 ▲New Holding142,9690.6%Consumer DiscretionaryGLDDGreat Lakes Dredge & Dock$7,033,545$7,033,545 ▲New Holding667,9530.6%ConstructionMAMAMama's Creations$6,907,610$2,098,064 ▲43.6%946,2480.6%Consumer StaplesLINCLincoln Educational Services$6,724,428$2,765,316 ▲69.8%563,1850.5%Consumer DiscretionaryTCMDTactile Systems Technology$6,708,415$1,069,598 ▲19.0%459,1660.5%MedicalKNXKnight-Swift Transportation$6,689,853$6,689,853 ▲New Holding124,0010.5%TransportationCSTLCastle Biosciences$6,676,275$78,116 ▼-1.2%234,0910.5%MedicalINTAIntapp$6,565,863$3,874 ▲0.1%137,2750.5%Computer and TechnologyARCBArcBest$6,423,927$1,188,395 ▲22.7%59,2340.5%TransportationCYBRCyberArk Software$6,414,836$7,569,028 ▼-54.1%21,9980.5%Computer and TechnologyMIRMMirum Pharmaceuticals$6,410,469$6,410,469 ▲New Holding164,3710.5%MedicalBowhead Specialty Holdings$6,401,545$5,378 ▲0.1%228,5450.5%COMCWANClearwater Analytics$6,177,841$1,738,892 ▼-22.0%244,6670.5%Computer and TechnologyAPPFAppFolio$6,152,179$2,805,262 ▼-31.3%26,1350.5%Computer and TechnologySPSCSPS Commerce$6,085,870$9,128,320 ▼-60.0%31,3430.5%Business ServicesWGSGeneDx$5,988,835$5,988,835 ▲New Holding141,1130.5%MedicalWALWestern Alliance Bancorporation$5,981,302$5,981,302 ▲New Holding69,1560.5%FinanceAMDAdvanced Micro Devices$5,627,779$1,550,556 ▲38.0%34,2990.5%Computer and TechnologyBLNDBlend Labs$5,590,511$5,590,511 ▲New Holding1,490,8030.5%Computer and TechnologyLLYEli Lilly and Company$5,587,623$479,293 ▼-7.9%6,3070.5%MedicalATECAlphatec$5,332,217$3,532,162 ▼-39.8%959,0320.4%MedicalODFLOld Dominion Freight Line$5,313,421$1,459,011 ▲37.9%26,7490.4%TransportationBROSDutch Bros$5,308,556$82,221 ▼-1.5%165,7370.4%Retail/WholesaleKIDSOrthoPediatrics$5,226,645$950,151 ▲22.2%192,7940.4%MedicalCOSTCostco Wholesale$5,059,369$333,331 ▼-6.2%5,7070.4%Retail/WholesaleMNDYmonday.com$4,901,529$2,339,934 ▼-32.3%17,6460.4%Computer and TechnologyGSHDGoosehead Insurance$4,737,722$1,627,671 ▲52.3%53,0540.4%FinanceNOWServiceNow$4,696,441$388,165 ▼-7.6%5,2510.4%Computer and TechnologyBLFSBioLife Solutions$4,667,230$4,667,230 ▲New Holding186,3910.4%MedicalGSThe Goldman Sachs Group$4,637,695$664,438 ▲16.7%9,3670.4%FinanceNEONeoGenomics$4,330,718$3,363 ▲0.1%293,6080.4%MedicalELFe.l.f. Beauty$4,230,145$4,230,145 ▲New Holding38,7980.3%Consumer StaplesKRNTKornit Digital$4,205,266$4,205,266 ▲New Holding162,7740.3%Industrial ProductsSKWDSkyward Specialty Insurance Group$4,203,702$4,203,702 ▲New Holding103,2090.3%FinanceBABoeing$4,194,327$570,606 ▲15.7%27,5870.3%AerospaceCAVACAVA Group$4,161,236$4,059,307 ▼-49.4%33,5990.3%Retail/WholesalePWRQuanta Services$3,985,072$307,691 ▼-7.2%13,3660.3%ConstructionOneStream$3,833,106$3,833,106 ▲New Holding113,0710.3%COMSYMSymbotic$3,729,840$1,982,785 ▲113.5%152,9250.3%Business ServicesBSXBoston Scientific$3,622,003$874,285 ▲31.8%43,2220.3%MedicalCRDOCredo Technology Group$3,481,416$6,875,391 ▼-66.4%113,0330.3%Business ServicesORNOrion Group$3,472,743$768,102 ▲28.4%601,8620.3%ConstructionPGRProgressive$3,215,646$253,760 ▼-7.3%12,6720.3%FinanceVRTXVertex Pharmaceuticals$3,134,639$445,082 ▼-12.4%6,7400.3%MedicalNFLXNetflix$3,098,091$253,209 ▼-7.6%4,3680.3%Consumer DiscretionaryWaystar Holdings$3,009,916$3,009,916 ▲New Holding107,9210.2%COMLNTHLantheus$2,964,347$2,964,347 ▲New Holding27,0100.2%MedicalShowing largest 100 holdings. 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