NEXT CENTURY GROWTH INVESTORS LLC Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$1.2T
Holdings
147
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MKTXMarketaxess Holdings Inc | 167,583 | $31.4B | 2.66% | |
| 2 | HQYHealthEquity Inc. | 653,894 | $27.8B | 2.35% | |
| 3 | USCRUS Concrete | 421,360 | $27.2B | 2.30% | |
| 4 | GKOSGlaukos Corp | 520,463 | $26.7B | 2.26% | |
| 5 | —Wageworks Inc | 334,171 | $24.2B | 2.05% | |
| 6 | ABMDEURAbiomed Inc | 191,953 | $24.0B | 2.04% | |
| 7 | PFPTProofpoint Inc. | 318,864 | $23.7B | 2.01% | |
| 8 | SHOPShopify Inc | 344,439 | $23.5B | 1.99% | |
| 9 | CSGPCostar Group Inc | 109,290 | $22.6B | 1.92% | |
| 10 | CGNXCognex Corporation | 260,073 | $21.8B | 1.85% | |
| 11 | DYDycom Industries, Inc | 234,252 | $21.8B | 1.84% | |
| 12 | —Stamps.com, Inc. | 178,883 | $21.2B | 1.79% | |
| 13 | QUOTUSDQuotient Technology Inc | 2,105,310 | $20.1B | 1.70% | |
| 14 | NVROEURNevro Corp | 213,526 | $20.0B | 1.69% | |
| 15 | GVAGranite Construction Inc | 361,024 | $18.1B | 1.53% | |
| 16 | APOGApogee Enterprises Inc | 296,646 | $17.7B | 1.50% | |
| 17 | —Mindbody Inc | 598,439 | $16.4B | 1.39% | |
| 18 | NEONeogenomics Inc | 2,081,275 | $16.4B | 1.39% | |
| 19 | —Knight Transportation | 523,155 | $16.4B | 1.39% | |
| 20 | EXPEagle Materials Inc | 167,426 | $16.3B | 1.38% | |
| 21 | LGNDLigand Pharmaceuticals | 143,202 | $15.2B | 1.28% | |
| 22 | NMIHNMI Holdings | 1,286,956 | $14.7B | 1.24% | |
| 23 | —NxStage Medical Inc | 545,480 | $14.6B | 1.24% | |
| 24 | ABCBAmeris Bancorp | 315,681 | $14.6B | 1.23% | |
| 25 | KNSLKinsale Capital Group | 453,418 | $14.5B | 1.23% | |
| 26 | COHREURCoherent, Inc. | 69,970 | $14.4B | 1.22% | |
| 27 | HUBSHubSpot Inc | 236,738 | $14.3B | 1.21% | |
| 28 | LGIHLGI Homes Inc. | 419,002 | $14.2B | 1.20% | |
| 29 | QTWOQ2 Holdings | 395,285 | $13.8B | 1.17% | |
| 30 | —Talend SA- ADR | 456,403 | $13.6B | 1.15% | |
| 31 | INGNInogen Inc | 173,935 | $13.5B | 1.14% | |
| 32 | 7SUSummit Materials Inc | 538,018 | $13.3B | 1.13% | |
| 33 | ODFLOld Dominion Freight Line | 144,024 | $12.3B | 1.04% | |
| 34 | PENPenumbra INc. | 141,981 | $11.8B | 1.00% | |
| 35 | FIVNFive9, Inc. | 690,698 | $11.4B | 0.96% | |
| 36 | —K2M Group Holdings Inc | 553,654 | $11.4B | 0.96% | |
| 37 | BOXBox Inc. | 679,930 | $11.1B | 0.94% | |
| 38 | CSIIEURCardiovascular Systems | 378,647 | $10.7B | 0.91% | |
| 39 | SLMSLM Corporation | 862,128 | $10.4B | 0.88% | |
| 40 | WINGWingstop Inc | 367,791 | $10.4B | 0.88% | |
| 41 | —Ultimate Software Group Inc. | 52,879 | $10.3B | 0.87% | |
| 42 | MPWRMonolithic Power Systems, Inc | 111,806 | $10.3B | 0.87% | |
| 43 | PRIMPrimoris Services Corp | 436,600 | $10.1B | 0.86% | |
| 44 | WIXWix.com Ltd | 149,026 | $10.1B | 0.86% | |
| 45 | —Ellie Mae Inc | 100,670 | $10.1B | 0.86% | |
| 46 | —Oclaro Inc | 1,022,512 | $10.0B | 0.85% | |
| 47 | —Financial Engines Inc | 228,643 | $10.0B | 0.84% | |
| 48 | —Boingo Wireless Inc | 757,021 | $9.8B | 0.83% | |
| 49 | IBTXUSDIndependent Bank Group | 152,911 | $9.8B | 0.83% | |
| 50 | ASTEAstec Industries | 157,353 | $9.7B | 0.82% | |
| 51 | IPHIInphi Corp | 196,446 | $9.6B | 0.81% | |
| 52 | GWREGuidewire Software | 165,406 | $9.3B | 0.79% | |
| 53 | PWRQuanta Services, Inc. | 245,785 | $9.1B | 0.77% | |
| 54 | —Neff Corp | 455,786 | $8.9B | 0.75% | |
| 55 | MRTNMarten Transport | 376,864 | $8.8B | 0.75% | |
| 56 | VEEVVeeva Systems Inc. Class A` | 170,980 | $8.8B | 0.74% | |
| 57 | EVBGEUREverbridge Inc. | 406,786 | $8.4B | 0.71% | |
| 58 | —Accelerate Diagnostics Inc | 337,409 | $8.2B | 0.69% | |
| 59 | MTSIMACOM Technology Solutions Hol | 167,289 | $8.1B | 0.68% | |
| 60 | AFWAlign Technology Inc | 66,796 | $7.7B | 0.65% | |
| 61 | —Xactly Corp | 637,502 | $7.6B | 0.64% | |
| 62 | AAPLApple Computer Inc | 51,687 | $7.4B | 0.63% | |
| 63 | AMZNAmazon.Com | 8,113 | $7.2B | 0.61% | |
| 64 | EVHEvolent Health Inc. - A | 314,200 | $7.0B | 0.59% | |
| 65 | —2U Inc | 176,308 | $7.0B | 0.59% | |
| 66 | —RSP Permian Inc | 165,615 | $6.9B | 0.58% | |
| 67 | AMWDAmerican Woodmark Corp | 73,861 | $6.8B | 0.57% | |
| 68 | ESNTEssent Group Ltd | 182,834 | $6.6B | 0.56% | |
| 69 | —Finisar Corporation | 237,629 | $6.5B | 0.55% | |
| 70 | IRTCIRhythm Technologies | 169,023 | $6.4B | 0.54% | |
| 71 | TREXTrex Company Inc | 89,661 | $6.2B | 0.53% | |
| 72 | HOMEAt Home Group Inc | 402,863 | $6.1B | 0.52% | |
| 73 | EEFTEuronet Worldwide Inc | 70,129 | $6.0B | 0.51% | |
| 74 | HZOMarinemax Inc | 268,920 | $5.8B | 0.49% | |
| 75 | PIImpinj Inc | 189,140 | $5.7B | 0.48% | |
| 76 | AXGNAxogen Inc | 532,196 | $5.6B | 0.47% | |
| 77 | JBHTHunt (JB) Transport Services | 60,499 | $5.5B | 0.47% | |
| 78 | —Habit Restaurants Inc. (The) | 311,498 | $5.5B | 0.47% | |
| 79 | CVLGCovenant Transport Group | 258,341 | $4.9B | 0.41% | |
| 80 | METAFacebook Inc | 33,867 | $4.8B | 0.41% | |
| 81 | TWITitan International | 459,859 | $4.8B | 0.40% | |
| 82 | —USA Technologies | 1,114,270 | $4.7B | 0.40% | |
| 83 | NVDANvidia Corporation | 42,164 | $4.6B | 0.39% | |
| 84 | ADBEAdobe Systems Inc | 34,658 | $4.5B | 0.38% | |
| 85 | EGHT8x8 Inc | 292,848 | $4.5B | 0.38% | |
| 86 | —Primo Water Corp | 299,867 | $4.1B | 0.34% | |
| 87 | MAMASTERcARD, Inc. | 34,147 | $3.8B | 0.33% | |
| 88 | GOOGAlphabet Inc-CL C | 4,577 | $3.8B | 0.32% | |
| 89 | VVisa Inc | 42,450 | $3.8B | 0.32% | |
| 90 | MSFTMicrosoft Corp. | 57,131 | $3.8B | 0.32% | |
| 91 | EWEdwards Lifesciences Corp | 39,607 | $3.7B | 0.32% | |
| 92 | COSTCostco Wholesale Corp | 21,978 | $3.7B | 0.31% | |
| 93 | DHID R Horton, Inc. | 110,429 | $3.7B | 0.31% | |
| 94 | UNPUnion Pacific Corp | 33,872 | $3.6B | 0.30% | |
| 95 | MNSTMonster Beverage Corp | 77,488 | $3.6B | 0.30% | |
| 96 | KRNTKornit Digital Ltd | 182,887 | $3.5B | 0.30% | |
| 97 | WMTWal-Mart Stores, Inc. | 47,063 | $3.4B | 0.29% | |
| 98 | ORLYO'Reilly Automotive Inc | 12,410 | $3.3B | 0.28% | |
| 99 | PAYCPaycom Software Inc | 58,068 | $3.3B | 0.28% | |
| 100 | FDXFedex Corporation | 16,680 | $3.3B | 0.28% |
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