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NEXT CENTURY GROWTH INVESTORS LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1134007
Institutional-grade research for retail investors

Sector Allocation

  • Technology33.5%$631.3M
  • Industrials26.9%$507.3M
  • Healthcare22.6%$426.9M
  • Consumer Discretionary6.8%$128.6M
  • Materials4.4%$83.5M
  • Consumer Staples2.3%$43.7M
  • Energy1.9%$36.8M
  • Financials1.3%$24.9M
  • Communication Services0.1%$2.8M

AUM History

13fpro.ai/research/fund/next-century-growth-investors-llc-1134007

Conviction and streaks

Concentrating · top 10 = 27.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

XMTR$XMTRConviction hold3.7% weight · held 7 quartersALHC$ALHCConviction hold3.2% weight · held 7 quartersATRO$ATROConviction hold3.2% weight · held 10 quartersLINC$LINCConviction hold3.1% weight · held 9 quartersMIRM$MIRMConviction hold2.6% weight · held 8 quartersLINC$LINCAccumulating+63% shares · 4 quarters runningMIRM$MIRMAccumulating+121% shares · 4 quarters runningGLBE$GLBEAccumulating+601% shares · 4 quarters runningMAMA$MAMAAccumulating+117% shares · 4 quarters runningPKE$PKEAccumulating+251% shares · 3 quarters runningATRO$ATROTrimming-69% shares · 8 quarters runningAPP$APPTrimming-70% shares · 5 quarters runningSTRL$STRLTrimming-83% shares · 4 quarters runningGS$GSTrimming-18% shares · 4 quarters runningHWM$HWMTrimming-21% shares · 4 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/next-century-growth-investors-llc-1134007

NEXT CENTURY GROWTH INVESTORS LLC 13F holdings — Q2 2026

$1.9B portfolio (+36.7% QoQ) · 113 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio

All holdings — NEXT CENTURY GROWTH INVESTORS LLC (Q2 2026)

113 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
AEHR$AEHRAEHR TEST SYSTEMS$39.5M-46%
AGYS$AGYSAGILYSYS INC$38.3M+128%
MYRG$MYRGMYR GROUP INC.$36.8M-43%
PKE$PKEPARK AEROSPACE CORP$36.5M+42%
MAMA$MAMAMama's Creations, Inc.$35.5M+14%
IPGP$IPGPIPG PHOTONICS CORP$31.8MNew
SAIA$SAIASAIA INC$31.8M+83%
UCTT$UCTTUltra Clean Holdings, Inc.$31.4M-22%
RBC$RBCRBC Bearings INC$30.6M+20%
GH$GHGuardant Health, Inc.$30.1M+644%
FTAI$FTAIFTAI Aviation Ltd.$28.9M+9%
KNX$KNXKnight-Swift Transportation Holdings Inc.$28.9M+135%
ALM$ALMAlmonty Industries Inc.$28.8M-4%
INOD$INODINNODATA INC$27.6M-0.7%
VCEL$VCELVericel Corp$27.3M+301%

What changed in Q2 2026

Against the previous quarter's 13F: 17 new, 38 added to, 57 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.

New positions (17)

  • IPGP$IPGPIPG PHOTONICS CORP$31.8M

    first bought this quarter

  • DPC$DPCDPC Holdings PLC$17.0M

    first bought this quarter

  • BRZE$BRZEBraze, Inc.$16.2M

    first bought this quarter

  • OUST$OUSTOuster, Inc.$15.8M

    first bought this quarter

  • DOCN$DOCNDigitalOcean Holdings, Inc.$12.5M

    first bought this quarter

  • MXL$MXLMAXLINEAR, INC$12.0M

    first bought this quarter

+11 more in the Excel export

Added to (38)

  • BLLN$BLLNBillionToOne, Inc.+302%

    now $43.7M · held 3 qtrs, 3 adds in a row

  • LGND$LGNDLIGAND PHARMACEUTICALS INC+107%

    now $62.8M · held 2 qtrs, 2 adds in a row

  • GH$GHGuardant Health, Inc.+644%

    now $30.1M · held 3 qtrs, 3 adds in a row

  • AGYS$AGYSAGILYSYS INC+128%

    now $38.3M · held 5+ qtrs, 2 adds in a row

  • VCEL$VCELVericel Corp+301%

    now $27.3M · held 2 qtrs, 2 adds in a row

  • KNX$KNXKnight-Swift Transportation Holdings Inc.+135%

    now $28.9M · held 2 qtrs, 2 adds in a row

+32 more in the Excel export

Trimmed (57)

  • AAOI$AAOIAPPLIED OPTOELECTRONICS, INC.-84%

    now $7.4M · held 3 qtrs, 2 trims in a row

  • COHR$COHRCOHERENT CORP.-92%

    now $3.3M · held 5+ qtrs

  • STRL$STRLSTERLING INFRASTRUCTURE, INC.-61%

    now $22.0M · held 5+ qtrs, 4 trims in a row

  • AEHR$AEHRAEHR TEST SYSTEMS-46%

    now $39.5M · held 4 qtrs

  • MYRG$MYRGMYR GROUP INC.-43%

    now $36.8M · held 5+ qtrs, 3 trims in a row

  • MTSI$MTSIMACOM Technology Solutions Holdings, Inc.-51%

    now $24.3M · held 5+ qtrs

+51 more in the Excel export

Sold out (17)

  • AORT$AORTARTIVION, INC.was $37.5M

    held 8+ qtrs

  • ATEC$ATECAlphatec Holdings, Inc.was $25.8M

    held 9+ qtrs

  • LGN$LGNLegence Corp.was $13.4M

    held 3 qtrs

  • APLD$APLDApplied Digital Corp.was $10.3M

    held 3 qtrs

  • WULF$WULFTERAWULF INC.was $10.0M

    held 3 qtrs

  • CELH$CELHCelsius Holdings, Inc.was $9.8M

+11 more in the Excel export

Firm AUM (Form ADV): $1.5B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F NEXT CENTURY GROWTH INVESTORS LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Is it too late to follow NEXT CENTURY GROWTH INVESTORS?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of NEXT CENTURY GROWTH INVESTORS's top 20 holdings: 54/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-15.8%

Value-weighted move of the 10 largest stock positions

Turnover

28%

Last quarter; 92% over the last 4

Top 10 weight

28%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

65%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

NEXT CENTURY GROWTH INVESTORS LLC disclosed 113 positions worth $1.9B in its Form 13F-HR for Q2 2026, led by $XMTR (Xometry, Inc.) at 3.7% of the equity portfolio, followed by $LGND and $ALHC. During the quarter the fund opened 17 new positions and exited 17 — including a new stake in $IPGP and a full exit from $AORT. The portfolio is most concentrated in Technology (33.5% 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.

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EVENTIDE ASSET MANAGEMENT, LLC$7.48B 13F book · 5 shared top holdingsXMTRMIRMGHIRTCStephens Investment Management Group LLC$9.33B 13F book · 6 shared top holdingsLGNDRBCMTSILSCCBROWN CAPITAL MANAGEMENT LLC$500.20M 13F book · 8 shared top holdingsXMTRGLBEAXGNAGYSHood River Capital Management LLC$13.79B 13F book · 5 shared top holdingsKNXGHXMTRLSCCDRIEHAUS CAPITAL MANAGEMENT LLC$17.26B 13F book · 7 shared top holdingsGHUCTTXMTRCRSNicholas Investment Partners, LP$1.78B 13F book · 8 shared top holdingsMIRMLINCCRSSTRL

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Every holding in NEXT CENTURY GROWTH INVESTORS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.