NEXT CENTURY GROWTH INVESTORS LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$616.2B
Holdings
125
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EHTHeHealth Inc | 169,589 | $23.9B | 3.88% | |
| 2 | PLMRPalomar Holdings | 387,158 | $22.5B | 3.65% | |
| 3 | GSHDGoosehead Insurance Inc. | 495,864 | $22.1B | 3.59% | |
| 4 | KNSLKinsale Capital Group | 205,314 | $21.5B | 3.48% | |
| 5 | EFTTechTarget | 752,541 | $15.5B | 2.52% | |
| 6 | KIDSOrthopediatrics Corp | 388,801 | $15.4B | 2.50% | |
| 7 | CDNACare Dx | 699,604 | $15.3B | 2.48% | |
| 8 | SILKSilk Road Medical | 456,111 | $14.4B | 2.33% | |
| 9 | TCMDTactile Systems | 353,403 | $14.2B | 2.30% | |
| 10 | SPTSprout Social | 884,856 | $14.1B | 2.29% | |
| 11 | MTSIMACOM Technology Solutions Hol | 724,971 | $13.7B | 2.23% | |
| 12 | SIBNSI-BONE Inc | 1,087,655 | $13.0B | 2.11% | |
| 13 | ASPUAspen Group | 1,556,674 | $12.4B | 2.02% | |
| 14 | TNDMTandem Diabetes Care Inc | 172,227 | $11.1B | 1.80% | |
| 15 | NEONeogenomics Inc | 390,418 | $10.8B | 1.75% | |
| 16 | VCELVericel Corp | 1,092,450 | $10.0B | 1.63% | |
| 17 | HQYHealthEquity Inc. | 196,091 | $9.9B | 1.61% | |
| 18 | LMNRLimoneira Co | 733,753 | $9.6B | 1.56% | |
| 19 | KRNTKornit Digital Ltd | 369,906 | $9.2B | 1.49% | |
| 20 | ZYXIQZynex Inc | 831,430 | $9.2B | 1.49% | |
| 21 | TREXTrex Company Inc | 113,493 | $9.1B | 1.48% | |
| 22 | MODNEURModel N Inc | 407,777 | $9.1B | 1.47% | |
| 23 | PWRQuanta Services, Inc. | 280,663 | $8.9B | 1.45% | |
| 24 | MSFTMicrosoft Corp. | 50,943 | $8.0B | 1.30% | |
| 25 | SITMSitime Corp | 364,925 | $7.9B | 1.29% | |
| 26 | MPWRMonolithic Power Systems, Inc | 43,448 | $7.3B | 1.18% | |
| 27 | RBCRBC Bearings | 64,405 | $7.3B | 1.18% | |
| 28 | VCYTVeracyte Inc | 281,236 | $6.8B | 1.11% | |
| 29 | ODFLOld Dominion Freight Line | 51,735 | $6.8B | 1.10% | |
| 30 | STAASTAAR Surgical Company | 208,958 | $6.7B | 1.09% | |
| 31 | JYNTThe Joint Corp | 567,210 | $6.2B | 1.00% | |
| 32 | ATECAlphatec Holdings Inc | 1,780,321 | $6.1B | 1.00% | |
| 33 | INFUInfusystem Holdings Inc | 706,715 | $6.0B | 0.97% | |
| 34 | AAPLApple Computer Inc | 22,753 | $5.8B | 0.94% | |
| 35 | AMZNAmazon.Com | 2,869 | $5.6B | 0.91% | |
| 36 | LGIHLGI Homes Inc. | 114,082 | $5.2B | 0.84% | |
| 37 | NMIHNMI Holdings | 426,400 | $5.0B | 0.80% | |
| 38 | SAIASaia Inc | 65,006 | $4.8B | 0.78% | |
| 39 | ASPNAspen Aerogels Inc. | 765,359 | $4.7B | 0.76% | |
| 40 | PENPenumbra Inc. | 29,036 | $4.7B | 0.76% | |
| 41 | CHGGChegg Inc | 127,431 | $4.6B | 0.74% | |
| 42 | MAMASTERcARD, Inc. | 18,648 | $4.5B | 0.73% | |
| 43 | AXNX*Axonics Modulation Technology | 171,944 | $4.4B | 0.71% | |
| 44 | IRTCIRhythm Technologies | 53,133 | $4.3B | 0.70% | |
| 45 | RGENRepligen | 44,266 | $4.3B | 0.69% | |
| 46 | PCTYPaylocity Corp | 47,612 | $4.2B | 0.68% | |
| 47 | FVRRFiverr International Ltd | 165,279 | $4.2B | 0.68% | |
| 48 | EVBGEUREverbridge Inc. | 38,659 | $4.1B | 0.67% | |
| 49 | XGNExagen Inc | 253,288 | $4.0B | 0.66% | |
| 50 | NVDANvidia Corporation | 15,194 | $4.0B | 0.65% | |
| 51 | SLPSimulations Plus Inc. | 114,538 | $4.0B | 0.65% | |
| 52 | FIVNFive9, Inc. | 51,593 | $3.9B | 0.64% | |
| 53 | EPAMEpam Systems | 20,327 | $3.8B | 0.61% | |
| 54 | GLOBGlobant SA | 42,824 | $3.8B | 0.61% | |
| 55 | PFPTProofpoint Inc. | 36,631 | $3.8B | 0.61% | |
| 56 | CSGPCostar Group Inc | 6,347 | $3.7B | 0.60% | |
| 57 | SWCHEURSwitch, Inc | 248,951 | $3.6B | 0.58% | |
| 58 | PLNTPlanet Fitness | 73,445 | $3.6B | 0.58% | |
| 59 | PODDInsulet Corp | 21,309 | $3.5B | 0.57% | |
| 60 | BABoeing Co | 23,289 | $3.5B | 0.56% | |
| 61 | AMDAdvanced Micro Devices | 76,384 | $3.5B | 0.56% | |
| 62 | VVisa Inc | 21,511 | $3.5B | 0.56% | |
| 63 | QTWOQ2 Holdings | 58,458 | $3.5B | 0.56% | |
| 64 | WINGWingstop, Inc. | 42,690 | $3.4B | 0.55% | |
| 65 | FRPTFreshpet, Inc | 52,250 | $3.3B | 0.54% | |
| 66 | AVLRUSDAvalara, Inc. | 44,651 | $3.3B | 0.54% | |
| 67 | DAVAEndava Plc | 91,673 | $3.2B | 0.52% | |
| 68 | BLBlackline Inc | 60,938 | $3.2B | 0.52% | |
| 69 | INSPInspire Medical Systems Inc | 48,298 | $2.9B | 0.47% | |
| 70 | DOMODomo Inc | 287,521 | $2.9B | 0.46% | |
| 71 | KNXKnight-Swift Transportation Ho | 87,011 | $2.9B | 0.46% | |
| 72 | PGRProgressive Corp | 37,859 | $2.8B | 0.45% | |
| 73 | ESNTEssent Group Ltd | 104,904 | $2.8B | 0.45% | |
| 74 | QTRXQuanterix Corp | 150,073 | $2.8B | 0.45% | |
| 75 | COSTCostco Wholesale Corp | 9,387 | $2.7B | 0.43% | |
| 76 | CSTLCastle Biosciences | 87,821 | $2.6B | 0.42% | |
| 77 | GOOGAlphabet Inc-CL C | 2,140 | $2.5B | 0.40% | |
| 78 | CYRXCryoport Inc | 138,723 | $2.4B | 0.38% | |
| 79 | URIUnited Rentals Inc | 21,700 | $2.2B | 0.36% | |
| 80 | VRTXVertex Pharmaceuticals Inc | 9,187 | $2.2B | 0.35% | |
| 81 | STRLSterling Construction Co | 227,584 | $2.2B | 0.35% | |
| 82 | METAFacebook Inc | 12,870 | $2.1B | 0.35% | |
| 83 | —IEC Electronics Corp | 358,135 | $2.1B | 0.35% | |
| 84 | GOOGLAlphabet Inc-Cl A | 1,742 | $2.0B | 0.33% | |
| 85 | GDYNGrid Dynamics Holdings, Inc. | 252,727 | $2.0B | 0.33% | |
| 86 | HALLUSDHallmark Financial Services In | 461,965 | $1.9B | 0.30% | |
| 87 | CRMSalesforce.com Inc | 12,810 | $1.8B | 0.30% | |
| 88 | BMYBristol-Myers Squibb | 32,840 | $1.8B | 0.30% | |
| 89 | LULULululemon Athletica Inc | 9,541 | $1.8B | 0.29% | |
| 90 | EWEdwards Lifesciences Corp | 9,545 | $1.8B | 0.29% | |
| 91 | INTUIntuit | 7,498 | $1.7B | 0.28% | |
| 92 | CATCaterpillar Inc | 14,408 | $1.7B | 0.27% | |
| 93 | GTLSChart Industries, Inc. | 56,816 | $1.6B | 0.27% | |
| 94 | ALNTAllied Motion Technologies | 68,975 | $1.6B | 0.27% | |
| 95 | DEDeere & Co | 11,648 | $1.6B | 0.26% | |
| 96 | LASRnLight Inc | 150,189 | $1.6B | 0.26% | |
| 97 | PGNYProgyny Inc | 73,698 | $1.6B | 0.25% | |
| 98 | BANDBandwidth Inc | 22,722 | $1.5B | 0.25% | |
| 99 | NSSCNapco Security Technologies | 99,807 | $1.5B | 0.25% | |
| 100 | GHGuardant Health Inc | 21,371 | $1.5B | 0.24% |
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