NEXT CENTURY GROWTH INVESTORS LLC
CIK: 0001134007SEC EDGAR →
Portfolio Value
$1.4B
Holdings
121
As of
Q4 2025
New Positions
34
Closed Positions
33
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Astronics Corp | 1,067,612 | $57.9M | 4.02% |
| 2 | Alphatec Holdings Inc | 2,418,298 | $50.9M | 3.53% |
| 3 | Xometry Inc | 803,613 | $47.8M | 3.32% |
| 4 | Artivion Inc | 1,044,395 | $47.6M | 3.31% |
| 5 | Alignment Healthcare | 2,308,287 | $45.6M | 3.17% |
| 6 | Paymentus Holdings | 1,181,624 | $37.3M | 2.59% |
| 7 | iRhythm Holdings | 172,838 | $30.7M | 2.13% |
| 8 | Universal Technical Institute | 1,123,067 | $29.3M | 2.04% |
| 9 | Mirum Pharmaceuticals | 368,035 | $29.1M | 2.02% |
| 10 | MYR Group Inc | 132,496 | $28.9M | 2.01% |
Quarterly Changes
New Positions (17)
$26.2M · 800K shares
$16.3M · 1.9M shares
$16.2M · 465K shares
$11.3M · 390K shares
$7.0M · 117K shares
$6.5M · 394K shares
$6.4M · 157K shares
$5.9M · 132K shares
$5.4M · 18K shares
$5.0M · 624K shares
$3.3M · 45K shares
$3.0M · 37K shares
$2.8M · 13K shares
$2.7M · 95K shares
$2.4M · 480K shares
$2.2M · 21K shares
$1.9M · 18K shares
Closed Positions (20)
$17.8M · 66K shares
$15.4M · 1.0M shares
$10.2M · 77K shares
$10.1M · 73K shares
$8.8M · 522K shares
$7.6M · 128K shares
$6.5M · 89K shares
$6.5M · 75K shares
$6.4M · 1.8M shares
$6.2M · 61K shares
$5.5M · 199K shares
$5.4M · 215K shares
$3.9M · 143K shares
$3.5M · 89K shares
$3.1M · 52K shares
$2.4M · 60K shares
$2.4M · 229K shares
$2.1M · 3K shares
$2.0M · 2K shares
$976K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 36 | $402.6M | 28.0% |
| Healthcare | 22 | $379.1M | 26.3% |
| Industrials | 29 | $366.0M | 25.4% |
| Consumer Defensive | 7 | $97.5M | 6.8% |
| Financial Services | 12 | $91.8M | 6.4% |
| Consumer Cyclical | 6 | $54.9M | 3.8% |
| Communication Services | 3 | $19.0M | 1.3% |
| Unknown | 3 | $10.0M | 0.7% |
| Energy | 1 | $8.1M | 0.6% |
| Basic Materials | 1 | $6.6M | 0.5% |
| Utilities | 1 | $4.2M | 0.3% |