NEXT CENTURY GROWTH INVESTORS LLC
13F Reported Value
ⓘ$1.4B
Holdings
112
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NEXT CENTURY GROWTH INVESTORS LLC disclosed 112 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $ATRO (ASTRONICS CORP) at 3.8% of the equity portfolio, followed by $LINC and $ALHC. During the quarter the fund opened 20 new positions and exited 28 — including a new stake in $LGND and a full exit from $WGS. The portfolio is most concentrated in Technology (31.5% of disclosed assets). All figures are sourced directly from NEXT CENTURY GROWTH INVESTORS LLC’s Form 13F-HR filing with the SEC under CIK 1134007.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 57.1#1,067
Quality
$52.5M786,317 sh - 47.6#1,595
Quality
$42.3M1,040,602 sh - 63.0#703
Quality
$39.9M2,262,076 sh - 48.8
Quality
$37.5M1,023,701 sh - 61.3
Quality
$36.6M129,579 sh - 32.7
Quality
$35.6M385,539 sh - 54.5
Quality
$34.5M955,102 sh - 41.3
Quality
$32.2M787,430 sh - 70.2
Quality
$29.4M1,158,353 sh - 70.6
Quality
$28.9M130,256 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASTRONICS CORP$ATRO | 57.1#1,067 | $52.5M | 786,317 |
 LINCOLN EDUCATIONAL SERVICES CORP$LINC | 47.6#1,595 | $42.3M | 1,040,602 |
 Alignment Healthcare, Inc.$ALHC | 63.0#703 | $39.9M | 2,262,076 |
 ARTIVION, INC.$AORT | 48.8 | $37.5M | 1,023,701 |
 MYR GROUP INC.$MYRG | 61.3 | $36.6M | 129,579 |
 Mirum Pharmaceuticals, Inc.$MIRM | 32.7 | $35.6M | 385,539 |
 UNIVERSAL TECHNICAL INSTITUTE INC$UTI | 54.5 | $34.5M | 955,102 |
 Xometry, Inc.$XMTR | 41.3 | $32.2M | 787,430 |
 Paymentus Holdings, Inc.$PAY | 70.2 | $29.4M | 1,158,353 |
 MACOM Technology Solutions Holdings, Inc.$MTSI | 70.6 | $28.9M | 130,256 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NEXT CENTURY GROWTH INVESTORS LLC's 112 positions.
Showing top 10 of 112 holdings.
Sector Allocation
Technology
$434.4M
Industrials
$344.5M
Healthcare
$296.9M
Consumer Discretionary
$126.6M
Materials
$63.6M
Consumer Staples
$40.5M
Energy
$36.6M
Financials
$34.5M
Full Holdings — NEXT CENTURY GROWTH INVESTORS LLC (Q1 2026)
All 112 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ATRO | ASTRONICS CORP | $52.5M | 3.8% | -26% | 57.1 |
| 2 | $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $42.3M | 3.1% | +32% | 47.6 |
| 3 | $ALHC | Alignment Healthcare, Inc. | $39.9M | 2.9% | -2% | 63 |
| 4 | $AORT | ARTIVION, INC. | $37.5M | 2.7% | -2% | 48.8 |
| 5 | $MYRG | MYR GROUP INC. | $36.6M | 2.6% | -2% | 61.3 |
| 6 | $MIRM | Mirum Pharmaceuticals, Inc. | $35.6M | 2.6% | +5% | 32.7 |
| 7 | $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $34.5M | 2.5% | -15% | 54.5 |
| 8 | $XMTR | Xometry, Inc. | $32.2M | 2.3% | -2% | 41.3 |
| 9 | $PAY | Paymentus Holdings, Inc. | $29.4M | 2.1% | -2% | 70.2 |
| 10 | $MTSI | MACOM Technology Solutions Holdings, Inc. | $28.9M | 2.1% | +4% | 70.6 |
| 11 |  $AXGN | Axogen, Inc. | $28.7M | 2.1% | +8% | 38 |
| 12 |  $AEHR | AEHR TEST SYSTEMS | $28.0M | 2.0% | +37% | 16.3 |
| 13 |  $STRL | STERLING INFRASTRUCTURE, INC. | $27.5M | 2.0% | -18% | 73.3 |
| 14 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $27.1M | 2.0% | -31% | 40.6 |
| 15 |  $MAMA | Mama's Creations, Inc. | $26.8M | 1.9% | +3% | 55.1 |
| 16 |  $ALM | Almonty Industries Inc. | $26.3M | 1.9% | -2% | — |
| 17 |  $COHR | COHERENT CORP. | $26.2M | 1.9% | +11% | 64 |
| 18 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $25.9M | 1.9% | -10% | 39.2 |
| 19 |  $ATEC | Alphatec Holdings, Inc. | $25.8M | 1.9% | -2% | 37.7 |
| 20 |  $FTAI | FTAI Aviation Ltd. | $24.1M | 1.7% | -17% | — |
| 21 |  $GLBE | Global-E Online Ltd. | $23.5M | 1.7% | +177% | — |
| 22 |  $CRS | CARPENTER TECHNOLOGY CORP | $22.5M | 1.6% | -2% | 69.9 |
| 23 |  $RBC | RBC Bearings INC | $21.5M | 1.6% | +7% | 67.1 |
| 24 |  $IRTC | iRhythm Holdings, Inc. | $20.0M | 1.4% | -2% | 41.1 |
| 25 |  $AAPL | Apple Inc. | $19.8M | 1.4% | -2% | 76.1 |
| 26 |  $NVDA | NVIDIA CORP | $19.7M | 1.4% | -9% | 90.2 |
| 27 |  $LGND | LIGAND PHARMACEUTICALS INC | $19.1M | 1.4% | NEW | 66 |
| 28 |  $PKE | PARK AEROSPACE CORP | $18.4M | 1.3% | +28% | 68.5 |
| 29 |  $UCTT | Ultra Clean Holdings, Inc. | $17.4M | 1.3% | NEW | 36 |
| 30 |  $SITM | SITIME Corp | $17.3M | 1.3% | +28% | 44.6 |
| 31 |  $BROS | Dutch Bros Inc. | $16.9M | 1.2% | +8% | 65.9 |
| 32 |  $HTFL | Heartflow, Inc. | $15.9M | 1.1% | NEW | 45.3 |
| 33 |  $SAIA | SAIA INC | $14.5M | 1.1% | +34% | 57.3 |
| 34 |  $INOD | INNODATA INC | $14.2M | 1.0% | +1% | 70.6 |
| 35 |  $KRMN | Karman Holdings Inc. | $13.7M | 1.0% | -26% | 56.1 |
| 36 |  $LGN | Legence Corp. | $13.4M | 1.0% | -2% | — |
| 37 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $12.2M | 0.9% | +56% | 66.5 |
| 38 |  $AGYS | AGILYSYS INC | $11.4M | 0.8% | +93% | 55.8 |
| 39 |  $TCMD | TACTILE SYSTEMS TECHNOLOGY INC | $11.2M | 0.8% | +10% | 45.3 |
| 40 |  $GOOG | Alphabet Inc. | $11.2M | 0.8% | +13% | 80.2 |
| 41 |  $MSFT | MICROSOFT CORP | $11.1M | 0.8% | -31% | 83.7 |
| 42 |  $MOD | MODINE MANUFACTURING CO | $10.9M | 0.8% | NEW | 48.8 |
| 43 |  $APLD | Applied Digital Corp. | $10.3M | 0.7% | -46% | 35.4 |
| 44 |  $WULF | TERAWULF INC. | $10.0M | 0.7% | -41% | 25.2 |
| 45 |  $CELH | Celsius Holdings, Inc. | $9.8M | 0.7% | +12% | 63 |
| 46 |  $AIP | Arteris, Inc. | $9.7M | 0.7% | +20% | 29.5 |
| 47 |  $AVGO | Broadcom Inc. | $9.7M | 0.7% | -2% | 86.4 |
| 48 |  $TMDX | TransMedics Group, Inc. | $9.6M | 0.7% | -2% | 70.1 |
| 49 |  $FEIM | FREQUENCY ELECTRONICS INC | $9.6M | 0.7% | -1% | 47 |
| 50 |  $KMTS | KESTRA MEDICAL TECHNOLOGIES, LTD. | $9.1M | 0.7% | -2% | 30.8 |
| 51 |  $KNX | Knight-Swift Transportation Holdings Inc. | $9.1M | 0.7% | NEW | 49.3 |
| 52 |  $AAON | AAON, INC. | $9.0M | 0.7% | -22% | 54.5 |
| 53 |  $ICHR | ICHOR HOLDINGS, LTD. | $8.7M | 0.6% | NEW | — |
| 54 |  $FPS | Forgent Power Solutions, Inc. | $8.5M | 0.6% | NEW | — |
| 55 |  $FROG | JFrog Ltd | $8.4M | 0.6% | -50% | — |
| 56 |  $VRT | Vertiv Holdings Co | $8.1M | 0.6% | -3% | 82.7 |
| 57 |  $CVLG | COVENANT LOGISTICS GROUP, INC. | $8.0M | 0.6% | NEW | 47.4 |
| 58 |  $PL | Planet Labs PBC | $7.9M | 0.6% | -74% | 42.2 |
| 59 |  $CAVA | CAVA GROUP, INC. | $7.4M | 0.5% | NEW | 62.7 |
| 60 |  $MPTI | M-tron Industries, Inc. | $7.2M | 0.5% | -2% | 62.5 |
| 61 |  $ORN | Orion Group Holdings Inc | $7.2M | 0.5% | -2% | 48.5 |
| 62 |  $LOAR | Loar Holdings Inc. | $7.2M | 0.5% | +171% | 70.5 |
| 63 |  $BLLN | BillionToOne, Inc. | $7.1M | 0.5% | +147% | — |
| 64 |  $AMZN | AMAZON COM INC | $7.1M | 0.5% | -34% | 74.6 |
| 65 |  $ADPT | Adaptive Biotechnologies Corp | $7.0M | 0.5% | -47% | 35.2 |
| 66 |  $ADMA | ADMA BIOLOGICS, INC. | $7.0M | 0.5% | -30% | 76 |
| 67 |  $BLFS | BIOLIFE SOLUTIONS INC | $6.9M | 0.5% | +38% | 41.7 |
| 68 |  $SARO | StandardAero, Inc. | $6.8M | 0.5% | -2% | 67.4 |
| 69 |  $GS | GOLDMAN SACHS GROUP INC | $6.5M | 0.5% | -2% | — |
| 70 |  $TEX | TEREX CORP | $6.4M | 0.5% | NEW | 49.9 |
| 71 |  $MP | MP Materials Corp. / DE | $6.2M | 0.5% | -2% | 23.5 |
| 72 |  $HWM | Howmet Aerospace Inc. | $6.1M | 0.4% | -18% | 79.1 |
| 73 |  $BE | Bloom Energy Corp | $6.1M | 0.4% | -2% | 54.4 |
| 74 |  $BWB | Bridgewater Bancshares Inc | $5.9M | 0.4% | -2% | — |
| 75 |  $SVCO | Silvaco Group, Inc. | $5.9M | 0.4% | NEW | 30.4 |
| 76 |  $MRTN | MARTEN TRANSPORT LTD | $5.5M | 0.4% | NEW | — |
| 77 |  $WAY | Waystar Holding Corp. | $5.2M | 0.4% | -9% | 71.4 |
| 78 |  $META | Meta Platforms, Inc. | $5.2M | 0.4% | -2% | 80.9 |
| 79 |  $GEV | GE Vernova Inc. | $5.0M | 0.4% | -11% | 70.1 |
| 80 |  $CAT | CATERPILLAR INC | $5.0M | 0.4% | +39% | 67.8 |
| 81 |  $VCEL | Vericel Corp | $4.9M | 0.4% | NEW | 46 |
| 82 |  $EVLV | Evolv Technologies Holdings, Inc. | $4.9M | 0.3% | -2% | 34.7 |
| 83 |  $SIBN | SI-BONE, Inc. | $4.8M | 0.3% | +170% | 37.7 |
| 84 |  $EQPT | EquipmentShare.com Inc | $4.6M | 0.3% | NEW | — |
| 85 |  $AMAT | APPLIED MATERIALS INC /DE | $4.6M | 0.3% | NEW | 74.8 |
| 86 |  $GE | GENERAL ELECTRIC CO | $4.5M | 0.3% | -10% | 74.8 |
| 87 |  $INSM | INSMED Inc | $4.3M | 0.3% | +29% | 29.4 |
| 88 |  $YSS | York Space Systems Inc. | $4.3M | 0.3% | NEW | — |
| 89 |  $ZETA | Zeta Global Holdings Corp. | $4.2M | 0.3% | -29% | 53.6 |
| 90 |  $TSLA | Tesla, Inc. | $3.9M | 0.3% | -2% | 50.1 |
| 91 |  $OFRM | Once Upon a Farm, PBC | $3.9M | 0.3% | NEW | — |
| 92 |  $AXON | AXON ENTERPRISE, INC. | $3.9M | 0.3% | +42% | 55.6 |
| 93 |  $V | VISA INC. | $3.8M | 0.3% | +31% | 83.5 |
| 94 |  $PEGA | PEGASYSTEMS INC | $3.5M | 0.3% | -30% | 69.6 |
| 95 |  $CRWD | CrowdStrike Holdings, Inc. | $3.4M | 0.3% | +128% | 55 |
| 96 |  $KNSL | Kinsale Capital Group, Inc. | $3.3M | 0.2% | -46% | 79.6 |
| 97 |  $LMB | Limbach Holdings, Inc. | $2.9M | 0.2% | -2% | 56.5 |
| 98 |  $PWR | QUANTA SERVICES, INC. | $2.9M | 0.2% | -4% | 62.6 |
| 99 |  $SHOP | SHOPIFY INC. | $2.9M | 0.2% | -36% | — |
| 100 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.2% | -2% | 78.8 |
| 101 |  $MA | Mastercard Inc | $2.5M | 0.2% | -2% | 81.7 |
| 102 |  $HOOD | Robinhood Markets, Inc. | $2.5M | 0.2% | -2% | 75.8 |
| 103 |  $GH | Guardant Health, Inc. | $2.5M | 0.2% | +46% | 36.1 |
| 104 |  $LEU | CENTRUS ENERGY CORP | $2.5M | 0.2% | -58% | 65.1 |
| 105 |  $PLTR | Palantir Technologies Inc. | $2.3M | 0.2% | NEW | 85.8 |
| 106 |  $WING | Wingstop Inc. | $2.3M | 0.2% | -43% | 75.1 |
| 107 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.2% | -2% | 67 |
| 108 |  $APP | AppLovin Corp | $1.9M | 0.1% | -40% | 86.8 |
| 109 |  $ROKU | ROKU, INC | $1.9M | 0.1% | -2% | 60.5 |
| 110 |  $STX | Seagate Technology Holdings plc | $1.9M | 0.1% | NEW | — |
| 111 |  $CVNA | CARVANA CO. | $1.7M | 0.1% | -2% | 69.2 |
| 112 |  $KOPN | KOPIN CORP | $533,940 | 0.0% | NEW | 29.9 |
New Positions (20)
$LGND LIGAND PHARMACEUTICALS INC$19.1M$UCTT Ultra Clean Holdings, Inc.$17.4M$HTFL Heartflow, Inc.$15.9M$MOD MODINE MANUFACTURING CO$10.9M$KNX Knight-Swift Transportation Holdings Inc.$9.1M$ICHR ICHOR HOLDINGS, LTD.$8.7M$FPS Forgent Power Solutions, Inc.$8.5M$CVLG COVENANT LOGISTICS GROUP, INC.$8.0M$CAVA CAVA GROUP, INC.$7.4M$TEX TEREX CORP$6.4M$SVCO Silvaco Group, Inc.$5.9M$MRTN MARTEN TRANSPORT LTD$5.5M$VCEL Vericel Corp$4.9M$EQPT EquipmentShare.com Inc$4.6M$AMAT APPLIED MATERIALS INC /DE$4.6MExited Positions (28)
$WGS GeneDx Holdings Corp.
$CCB COASTAL FINANCIAL CORP
$PEN Penumbra Inc
$NTSK Netskope Inc
$CRDO Credo Technology Group Holding Ltd
$OWLT Owlet, Inc.
$PHAT Phathom Pharmaceuticals, Inc.
$AVAV AeroVironment Inc
$FIGR Figure Technology Solutions, Inc.
$OPRX OptimizeRx Corp
$PGY Pagaya Technologies Ltd.
$TATT TAT TECHNOLOGIES LTD
$SNOW Snowflake Inc.
$PSNL Personalis, Inc.
$MDB MongoDB, Inc.Browse Top Institutional Investors
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