NEXT CENTURY GROWTH INVESTORS LLC
CIK: 0001134007Latest portfolio: $1.4B · Q4 2025
Holdings
121
Total Value
$1.4B
New Positions
17
Closed Positions
20
Top Holdings
View All 121 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ATROAstronics Corp | 1,067,612 | $57.9M | 4.02% | -146,675 | |
| 2 | ATECAlphatec Holdings Inc | 2,418,298 | $50.9M | 3.53% | +139K | |
| 3 | XMTRXometry Inc | 803,613 | $47.8M | 3.32% | -3,911 | |
| 4 | AORTArtivion Inc | 1,044,395 | $47.6M | 3.31% | -4,091 | |
| 5 | ALHCAlignment Healthcare | 2,308,287 | $45.6M | 3.17% | +36K | |
| 6 | PAYPaymentus Holdings | 1,181,624 | $37.3M | 2.59% | +15K | |
| 7 | IRTCiRhythm Holdings | 172,838 | $30.7M | 2.13% | -16,244 | |
| 8 | UTIUniversal Technical Institute | 1,123,067 | $29.3M | 2.04% | +15K | |
| 9 | MIRMMirum Pharmaceuticals | 368,035 | $29.1M | 2.02% | +7K | |
| 10 | MYRGMYR Group Inc | 132,496 | $28.9M | 2.01% | -32,521 | |
| 11 | AXGNAxogen Inc | 799,882 | $26.2M | 1.82% | NEW | |
| 12 | STRLSterling Infrastruture | 81,939 | $25.1M | 1.74% | -8,126 | |
| 13 | FTAIFTAI Aviation | 117,912 | $23.2M | 1.61% | +4K | |
| 14 | NVDANvidia Corporation | 124,203 | $23.2M | 1.61% | -3,574 | |
| 15 | LSCCLattice Semiconductor Corp | 310,945 | $22.9M | 1.59% | +51K | |
| 16 | MAMAMama's Creations | 1,691,395 | $22.8M | 1.58% | +597K | |
| 17 | WGSGeneDx Holdings | 173,411 | $22.6M | 1.57% | -60,698 | |
| 18 | FROGJFrog | 357,976 | $22.4M | 1.55% | +84K | |
| 19 | AAPLApple Computer Inc | 79,402 | $21.6M | 1.50% | +8K | |
| 20 | MTSIMACOM Technology Solutions Hol | 125,466 | $21.5M | 1.49% | -39,947 | |
| 21 | PLPlanet Labs PBC | 1,065,166 | $21.0M | 1.46% | -712,365 | |
| 22 | MSFTMicrosoft Corp. | 43,212 | $20.9M | 1.45% | -73 | |
| 23 | CCBCoastal Financial Corp | 178,224 | $20.4M | 1.42% | +101K | |
| 24 | ADMAADMA Biologics | 1,100,773 | $20.1M | 1.39% | +705K | |
| 25 | APLDApplied Digital Corp | 797,237 | $19.5M | 1.36% | +187K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($3.7327231632287916e+151T)
Industrials0.0% ($5.790747790289503e+118T)
Healthcare0.0% ($5.088047634455882e+90T)
Financial Services0.0% ($2.042216344135647e+41T)
Consumer Defensive0.0% ($2.934522816191091e+22T)
Consumer Cyclical0.0% ($189111187210798624.0T)
Communication Services0.0% ($1073.5T)
Unknown0.0% ($6.5T)
Energy0.0% ($8.1M)
Basic Materials0.0% ($6.6M)
Utilities0.0% ($4.2M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $1.4B | 121 |
| Q3 2025 | Nov 14, 2025 | $1.4T | 124 |
| Q2 2025 | Aug 14, 2025 | $1.3T | 123 |
| Q1 2025 | May 14, 2025 | $1.1T | 123 |
| Q4 2024 | Feb 13, 2025 | $1.3T | 130 |
| Q3 2024 | Nov 14, 2024 | $1234.7T | 127 |
| Q2 2024 | Aug 14, 2024 | $1204.1T | 122 |
| Q1 2024 | May 14, 2024 | $1151.5T | 120 |
| Q4 2023 | Feb 14, 2024 | $1028.2T | 116 |
| Q3 2023 | Nov 14, 2023 | $919.5T | 109 |
| Q2 2023 | Aug 14, 2023 | $1037.9T | 108 |
| Q1 2023 | May 12, 2023 | $908.7T | 104 |
| Q4 2022 | Feb 14, 2023 | $832.9T | 100 |
| Q3 2022 | Nov 14, 2022 | $820.0B | 103 |
| Q2 2022 | Aug 12, 2022 | $764.8B | 111 |
| Q1 2022 | May 13, 2022 | $1.0T | 117 |
| Q4 2021 | Feb 14, 2022 | $1.1T | 121 |
| Q3 2021 | Nov 12, 2021 | $1.2T | 129 |
| Q2 2021 | Aug 13, 2021 | $1.3T | 127 |
| Q1 2021 | May 14, 2021 | $1.3T | 129 |
| Q4 2020 | Feb 12, 2021 | $1.2T | 128 |
| Q3 2020 | Nov 13, 2020 | $961.3B | 128 |
| Q2 2020 | Aug 14, 2020 | $878.9B | 122 |
| Q1 2020 | May 14, 2020 | $616.2B | 125 |
| Q4 2019 | Feb 14, 2020 | $768.5B | 128 |
| Q3 2019 | Nov 14, 2019 | $621.5B | 125 |
| Q2 2019 | Aug 14, 2019 | $802.8B | 131 |
| Q1 2019 | May 14, 2019 | $748.7B | 123 |
| Q4 2018 | Feb 14, 2019 | $702.8B | 132 |
| Q3 2018 | Nov 14, 2018 | $862.3B | 133 |
| Q2 2018 | Aug 14, 2018 | $783.2B | 133 |
| Q1 2018 | May 14, 2018 | $749.5B | 139 |
| Q4 2017 | Feb 13, 2018 | $805.0B | 131 |
| Q3 2017 | Nov 14, 2017 | $833.7B | 146 |
| Q2 2017 | Aug 14, 2017 | $1.0T | 153 |
| Q1 2017 | May 12, 2017 | $1.2T | 147 |
| Q4 2016 | Feb 14, 2017 | $1.6T | 147 |
| Q3 2016 | Nov 14, 2016 | $2.2T | 180 |
| Q2 2016 | Aug 12, 2016 | $2.1T | 178 |
| Q1 2016 | May 13, 2016 | $2.1T | 165 |
Fund Information
NEXT CENTURY GROWTH INVESTORS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4B across 121 holdings. The largest position is Astronics Corp (ATRO), representing 4.0% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 20 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.