NEXT CENTURY GROWTH INVESTORS LLC Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$616.2M

Holdings

125

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (125 positions)

StockValue
EHTHeHealth Inc
$23.9M
PLMRPalomar Holdings
$22.5M
GSHDGoosehead Insurance Inc.
$22.1M
KNSLKinsale Capital Group
$21.5M
EFTTechTarget
$15.5M
KIDSOrthopediatrics Corp
$15.4M
CDNACare Dx
$15.3M
SILKSilk Road Medical
$14.4M
TCMDTactile Systems
$14.2M
SPTSprout Social
$14.1M
MTSIMACOM Technology Solutions Hol
$13.7M
SIBNSI-BONE Inc
$13.0M
ASPUAspen Group
$12.4M
TNDMTandem Diabetes Care Inc
$11.1M
NEONeogenomics Inc
$10.8M
VCELVericel Corp
$10.0M
HQYHealthEquity Inc.
$9.9M
LMNRLimoneira Co
$9.6M
KRNTKornit Digital Ltd
$9.2M
ZYXIQZynex Inc
$9.2M
TREXTrex Company Inc
$9.1M
MODNEURModel N Inc
$9.1M
PWRQuanta Services, Inc.
$8.9M
MSFTMicrosoft Corp.
$8.0M
SITMSitime Corp
$7.9M
MPWRMonolithic Power Systems, Inc
$7.3M
RBCRBC Bearings
$7.3M
VCYTVeracyte Inc
$6.8M
ODFLOld Dominion Freight Line
$6.8M
STAASTAAR Surgical Company
$6.7M
JYNTThe Joint Corp
$6.2M
ATECAlphatec Holdings Inc
$6.1M
INFUInfusystem Holdings Inc
$6.0M
AAPLApple Computer Inc
$5.8M
AMZNAmazon.Com
$5.6M
LGIHLGI Homes Inc.
$5.2M
NMIHNMI Holdings
$5.0M
SAIASaia Inc
$4.8M
ASPNAspen Aerogels Inc.
$4.7M
PENPenumbra Inc.
$4.7M
CHGGChegg Inc
$4.6M
MAMASTERcARD, Inc.
$4.5M
AXNX*Axonics Modulation Technology
$4.4M
IRTCIRhythm Technologies
$4.3M
RGENRepligen
$4.3M
PCTYPaylocity Corp
$4.2M
FVRRFiverr International Ltd
$4.2M
EVBGEUREverbridge Inc.
$4.1M
XGNExagen Inc
$4.0M
NVDANvidia Corporation
$4.0M
SLPSimulations Plus Inc.
$4.0M
FIVNFive9, Inc.
$3.9M
EPAMEpam Systems
$3.8M
GLOBGlobant SA
$3.8M
PFPTProofpoint Inc.
$3.8M
CSGPCostar Group Inc
$3.7M
SWCHEURSwitch, Inc
$3.6M
PLNTPlanet Fitness
$3.6M
PODDInsulet Corp
$3.5M
BABoeing Co
$3.5M
AMDAdvanced Micro Devices
$3.5M
VVisa Inc
$3.5M
QTWOQ2 Holdings
$3.5M
WINGWingstop, Inc.
$3.4M
FRPTFreshpet, Inc
$3.3M
AVLRUSDAvalara, Inc.
$3.3M
DAVAEndava Plc
$3.2M
BLBlackline Inc
$3.2M
INSPInspire Medical Systems Inc
$2.9M
DOMODomo Inc
$2.9M
KNXKnight-Swift Transportation Ho
$2.9M
PGRProgressive Corp
$2.8M
ESNTEssent Group Ltd
$2.8M
QTRXQuanterix Corp
$2.8M
COSTCostco Wholesale Corp
$2.7M
CSTLCastle Biosciences
$2.6M
GOOGAlphabet Inc-CL C
$2.5M
CYRXCryoport Inc
$2.4M
URIUnited Rentals Inc
$2.2M
VRTXVertex Pharmaceuticals Inc
$2.2M
STRLSterling Construction Co
$2.2M
METAFacebook Inc
$2.1M
IEC Electronics Corp
$2.1M
GOOGLAlphabet Inc-Cl A
$2.0M
GDYNGrid Dynamics Holdings, Inc.
$2.0M
HALLUSDHallmark Financial Services In
$1.9M
CRMSalesforce.com Inc
$1.8M
BMYBristol-Myers Squibb
$1.8M
LULULululemon Athletica Inc
$1.8M
EWEdwards Lifesciences Corp
$1.8M
INTUIntuit
$1.7M
CATCaterpillar Inc
$1.7M
GTLSChart Industries, Inc.
$1.6M
ALNTAllied Motion Technologies
$1.6M
DEDeere & Co
$1.6M
LASRnLight Inc
$1.6M
PGNYProgyny Inc
$1.6M
BANDBandwidth Inc
$1.5M
NSSCNapco Security Technologies
$1.5M
GHGuardant Health Inc
$1.5M
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