NEXT CENTURY GROWTH INVESTORS LLC Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$749.5B
Holdings
139
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KNSLKinsale Capital Group | 453,048 | $23.3B | 3.10% | |
| 2 | IRTCIRhythm Technologies | 310,194 | $19.5B | 2.61% | |
| 3 | MKTXMarketaxess Holdings Inc | 84,637 | $18.4B | 2.46% | |
| 4 | —Boingo Wireless Inc | 718,583 | $17.8B | 2.37% | |
| 5 | QUOTUSDQuotient Technology Inc | 1,329,071 | $17.4B | 2.32% | |
| 6 | CSGPCostar Group Inc | 46,772 | $17.0B | 2.26% | |
| 7 | ABMDEURAbiomed Inc | 54,008 | $15.7B | 2.10% | |
| 8 | EFTTechTarget | 749,205 | $14.9B | 1.99% | |
| 9 | DYDycom Industries, Inc | 137,288 | $14.8B | 1.97% | |
| 10 | TCMDTactile Systems Technology | 457,926 | $14.6B | 1.94% | |
| 11 | —Echo Global Logistics Inc. | 526,454 | $14.5B | 1.94% | |
| 12 | USCRUS Concrete | 239,628 | $14.5B | 1.93% | |
| 13 | NMIHNMI Holdings | 870,240 | $14.4B | 1.92% | |
| 14 | —USA Technologies | 1,475,112 | $13.3B | 1.77% | |
| 15 | PODDInsulet Corp | 150,309 | $13.0B | 1.74% | |
| 16 | AXGNAxogen Inc | 353,403 | $12.9B | 1.72% | |
| 17 | CDNACareDx | 1,576,858 | $12.6B | 1.68% | |
| 18 | HQYHealthEquity Inc. | 207,517 | $12.6B | 1.68% | |
| 19 | ABCBAmeris Bancorp | 234,307 | $12.4B | 1.65% | |
| 20 | GVAGranite Construction Inc | 219,787 | $12.3B | 1.64% | |
| 21 | —Accelerate Diagnostics Inc | 531,737 | $12.2B | 1.62% | |
| 22 | ODFLOld Dominion Freight Line | 81,509 | $12.0B | 1.60% | |
| 23 | FIVNFive9, Inc. | 392,680 | $11.7B | 1.56% | |
| 24 | EXPEagle Materials Inc | 108,729 | $11.2B | 1.49% | |
| 25 | KNXKnight-Swift Transportation Ho | 234,920 | $10.8B | 1.44% | |
| 26 | —Talend SA- ADR | 222,460 | $10.7B | 1.43% | |
| 27 | PWRQuanta Services, Inc. | 296,670 | $10.2B | 1.36% | |
| 28 | LGIHLGI Homes Inc. | 141,371 | $10.0B | 1.33% | |
| 29 | MRTNMarten Transport | 423,358 | $9.7B | 1.29% | |
| 30 | MTZMastec Inc | 204,407 | $9.6B | 1.28% | |
| 31 | LGNDLigand Pharmaceuticals | 56,039 | $9.3B | 1.23% | |
| 32 | CHGGChegg Inc | 422,701 | $8.7B | 1.17% | |
| 33 | RBCRBC Bearings | 68,349 | $8.5B | 1.13% | |
| 34 | IBTXUSDIndependent Bank Group | 117,561 | $8.3B | 1.11% | |
| 35 | ANGI1EURAngi Homeservices Inc | 546,443 | $7.4B | 0.99% | |
| 36 | TREXTrex Company Inc | 65,522 | $7.1B | 0.95% | |
| 37 | EVBGEUREverbridge Inc. | 191,960 | $7.0B | 0.94% | |
| 38 | 7SUSummit Materials Inc | 222,261 | $6.7B | 0.90% | |
| 39 | LF2Pacific Premier Bancorp Inc | 155,320 | $6.2B | 0.83% | |
| 40 | KINSKingstone Cos Inc | 350,457 | $5.9B | 0.79% | |
| 41 | PFPTProofpoint Inc. | 51,225 | $5.8B | 0.78% | |
| 42 | USAPUniversal Stainless & Alloy | 211,132 | $5.8B | 0.77% | |
| 43 | CVLGCovenant Transport Group | 191,224 | $5.7B | 0.76% | |
| 44 | MPWRMonolithic Power Systems, Inc | 48,163 | $5.6B | 0.74% | |
| 45 | HOMEAt Home Group Inc | 170,550 | $5.5B | 0.73% | |
| 46 | AAPLApple Computer Inc | 32,244 | $5.4B | 0.72% | |
| 47 | EPAMEpam Systems | 46,423 | $5.3B | 0.71% | |
| 48 | OLLIOllie's Bargain Outlet | 86,301 | $5.2B | 0.69% | |
| 49 | VCRAUSDVocera Communications | 210,568 | $4.9B | 0.66% | |
| 50 | QTWOQ2 Holdings | 107,768 | $4.9B | 0.65% | |
| 51 | —Ultimate Software Group Inc. | 19,873 | $4.8B | 0.65% | |
| 52 | ASTEAstec Industries | 87,608 | $4.8B | 0.64% | |
| 53 | —InterXion Holdings NV | 77,758 | $4.8B | 0.64% | |
| 54 | —2U Inc | 56,497 | $4.7B | 0.63% | |
| 55 | AMZNAmazon.Com | 3,278 | $4.7B | 0.63% | |
| 56 | HUBSHubSpot Inc | 43,436 | $4.7B | 0.63% | |
| 57 | —Mimecast Ltd | 122,932 | $4.4B | 0.58% | |
| 58 | GWREGuidewire Software | 52,414 | $4.2B | 0.57% | |
| 59 | EXASExact Sciences Corp | 105,030 | $4.2B | 0.57% | |
| 60 | PROPros Hldgs Inc | 125,733 | $4.2B | 0.55% | |
| 61 | COLLCollegium Pharmaceutical Inc | 160,043 | $4.1B | 0.55% | |
| 62 | AERIEURAerie Pharmaceuticals inc | 73,979 | $4.0B | 0.54% | |
| 63 | SAILEURSailPoint Technologies Holding | 193,513 | $4.0B | 0.53% | |
| 64 | INGNInogen Inc | 32,118 | $3.9B | 0.53% | |
| 65 | —Manitex International | 325,155 | $3.7B | 0.50% | |
| 66 | MAMASTERcARD, Inc. | 21,176 | $3.7B | 0.49% | |
| 67 | VCELVericel Corp | 371,825 | $3.7B | 0.49% | |
| 68 | VRAYQViewray Inc. | 573,537 | $3.7B | 0.49% | |
| 69 | —Primo Water Corp | 305,438 | $3.6B | 0.48% | |
| 70 | AMWDAmerican Woodmark Corp | 36,211 | $3.6B | 0.48% | |
| 71 | LVSLas Vegas Sands Corp | 47,778 | $3.4B | 0.46% | |
| 72 | TRHCEURTabula Rasa Healthcare Inc | 86,805 | $3.4B | 0.45% | |
| 73 | BWBBridgewater Bancshares Inc | 254,500 | $3.3B | 0.44% | |
| 74 | VVisa Inc | 27,151 | $3.2B | 0.43% | |
| 75 | —Optinose, Inc. | 156,656 | $3.1B | 0.42% | |
| 76 | METAFacebook Inc | 18,864 | $3.0B | 0.40% | |
| 77 | GSGoldman Sachs Group Com | 11,909 | $3.0B | 0.40% | |
| 78 | PGRProgressive Corp | 48,499 | $3.0B | 0.39% | |
| 79 | CASHMeta Financial Group, Inc. | 26,295 | $2.9B | 0.38% | |
| 80 | CITCintas Corp | 16,522 | $2.8B | 0.38% | |
| 81 | —A.S.V. LLC | 386,491 | $2.8B | 0.37% | |
| 82 | AFWAlign Technology Inc | 11,168 | $2.8B | 0.37% | |
| 83 | CARGCarGurus Inc. | 71,444 | $2.7B | 0.37% | |
| 84 | BBTUSDBB&T Corporation | 52,659 | $2.7B | 0.37% | |
| 85 | IPGPIPG Photonics Corp | 11,648 | $2.7B | 0.36% | |
| 86 | UNPUnion Pacific Corp | 19,940 | $2.7B | 0.36% | |
| 87 | CATCaterpillar Inc | 18,088 | $2.7B | 0.36% | |
| 88 | URIUnited Rentals Inc | 15,169 | $2.6B | 0.35% | |
| 89 | PAYCPaycom Software Inc | 24,032 | $2.6B | 0.34% | |
| 90 | GOOGAlphabet Inc-CL C | 2,418 | $2.5B | 0.33% | |
| 91 | RNGRingCentral INc. | 38,939 | $2.5B | 0.33% | |
| 92 | NEWREURNew Relix Inc | 33,047 | $2.4B | 0.33% | |
| 93 | INTUIntuit | 13,968 | $2.4B | 0.32% | |
| 94 | FDXFedex Corporation | 9,761 | $2.3B | 0.31% | |
| 95 | VMCVulcan Materials Co | 19,282 | $2.2B | 0.29% | |
| 96 | KIDSOrthopediatrics Corp | 144,715 | $2.2B | 0.29% | |
| 97 | —William Lyon Homes | 77,916 | $2.1B | 0.29% | |
| 98 | EWEdwards Lifesciences Corp | 15,124 | $2.1B | 0.28% | |
| 99 | GOOGLAlphabet Inc-Cl A | 1,977 | $2.0B | 0.27% | |
| 100 | RPDRapid7 Inc | 79,271 | $2.0B | 0.27% |
Page 1 of 2Next