NEXT CENTURY GROWTH INVESTORS LLC Q1 2022 Filing

Filed May 13, 2022

Portfolio Value

$1.0T

Holdings

117

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (117 positions)

#	Stock	Shares	Value	% Portfolio
1	EFTTechTarget	401,272	$32.6B	3.26%
2	VRRMVerra Mobility Corporation	1,973,253	$32.1B	3.21%
3	TMCITreace Medical Concepts, Inc.	1,687,850	$31.9B	3.19%
4	KIDSOrthopediatrics Corp	536,751	$29.0B	2.89%
5	ATROAstronics Corp	2,186,440	$28.3B	2.82%
6	SILKSilk Road Medical	642,300	$26.5B	2.65%
7	XMTRXometry Inc	706,551	$26.0B	2.59%
8	DOMODomo Inc	510,297	$25.8B	2.58%
9	ATECAlphatec Holdings Inc	2,127,475	$24.5B	2.44%
10	CSTLCastle Biosciences	538,673	$24.2B	2.41%
11	LNTHLantheus Holdings	423,040	$23.4B	2.34%
12	CDNACare Dx	627,052	$23.2B	2.32%
13	SICPQSilvergate Capital Corp	152,418	$22.9B	2.29%
14	STAASTAAR Surgical Company	254,121	$20.3B	2.03%
15	AXNX*Axonics Modulation Technology	322,062	$20.2B	2.01%
16	GDYNGrid Dynamics Holdings, Inc.	1,349,807	$19.0B	1.90%
17	LINDLindblad Expeditions Holding	1,183,625	$17.8B	1.78%
18	JYNTJoint Corp (The)	478,340	$16.9B	1.69%
19	AAPLApple Computer Inc	93,877	$16.4B	1.64%
20	RBCRBC Bearings	82,945	$16.1B	1.61%
21	LAWCS Disco, Inc.	466,732	$15.9B	1.58%
22	SIBNSI-BONE Inc	697,457	$15.8B	1.57%
23	KNSLKinsale Capital Group	67,526	$15.4B	1.54%
24	VCELVericel Corp	394,565	$15.1B	1.51%
25	ASPNAspen Aerogels Inc.	411,043	$14.2B	1.42%
26	GSHDGoosehead Insurance Inc.	173,117	$13.6B	1.36%
27	KRUSKura Sushi USA, Inc.	232,531	$12.8B	1.28%
28	PWRQuanta Services, Inc.	95,309	$12.5B	1.25%
29	EPAMEpam Systems	40,528	$12.0B	1.20%
30	NMIHNMI Holdings	576,495	$11.9B	1.19%
31	PLNTPlanet Fitness	139,588	$11.8B	1.18%
32	SAIASaia Inc	48,331	$11.8B	1.18%
33	BWBBridgewater Bancshares	671,965	$11.2B	1.12%
34	LUNGPulmonx Corp	436,034	$10.8B	1.08%
35	CELHCelsius Holdings	188,777	$10.4B	1.04%
36	WEAWestern Alliance Bancorp	124,097	$10.3B	1.03%
37	MSFTMicrosoft Corp.	33,051	$10.2B	1.02%
38	SNCYSun Country Airlines Holdings	373,183	$9.8B	0.98%
39	SEMRSEMrush Holdings	816,815	$9.8B	0.97%
40	TMDXTransmedics Group Inc	343,661	$9.3B	0.92%
41	MRTNMarten Transport	512,151	$9.1B	0.91%
42	ALNTAllied Motion Technologies	287,091	$8.6B	0.86%
43	PENPenumbra Inc.	37,557	$8.3B	0.83%
44	KRNTKornit Digital Ltd	96,460	$8.0B	0.80%
45	EWCZEuropean Wax Center Inc	263,202	$7.8B	0.78%
46	ESNTEssent Group Ltd	181,509	$7.5B	0.75%
47	GTLSChart Industries, Inc.	37,516	$6.4B	0.64%
48	GOOGLAlphabet Inc-Cl A	2,193	$6.1B	0.61%
49	TREXTrex Company Inc	92,669	$6.1B	0.60%
50	NARIUSDInari Medical, inc.	66,488	$6.0B	0.60%
51	PCTYPaylocity Corp	29,035	$6.0B	0.60%
52	AMZNAmazon.Com	1,803	$5.9B	0.59%
53	AVLRUSDAvalara, Inc.	58,793	$5.8B	0.58%
54	GLOBGlobant SA	22,124	$5.8B	0.58%
55	S9QSpirit Aerosystems Holdings, I	117,301	$5.7B	0.57%
56	FCXFreeport-McMoran Copper	113,419	$5.6B	0.56%
57	SPTSprout Social	66,371	$5.3B	0.53%
58	DAVAEndava Plc	39,515	$5.3B	0.52%
59	SWAVUSDShockwave Medical	25,149	$5.2B	0.52%
60	TCBXThird Coast Bancshares, inc.	223,233	$5.2B	0.51%
61	URIUnited Rentals Inc	14,013	$5.0B	0.50%
62	PGNYProgyny Inc	95,090	$4.9B	0.49%
63	MAMASTERcARD, Inc.	13,097	$4.7B	0.47%
64	AIPArteris, Inc.	354,778	$4.6B	0.46%
65	DEDeere & Co	11,100	$4.6B	0.46%
66	AORTArtivion, Inc	208,553	$4.5B	0.45%
67	INSPInspire Medical Systems Inc	17,318	$4.4B	0.44%
68	LULULululemon Athletica Inc	12,117	$4.4B	0.44%
69	EWEdwards Lifesciences Corp	36,905	$4.3B	0.43%
70	MTSIMACOM Technology Solutions Hol	72,313	$4.3B	0.43%
71	TWKSEURThoughtworks Holdings, Inc.	207,547	$4.3B	0.43%
72	TQJSignature Bank	14,689	$4.3B	0.43%
73	LSCCLattice Semiconductor Corp	68,109	$4.2B	0.41%
74	TNDMTandem Diabetes Care Inc	34,443	$4.0B	0.40%
75	BWBabcock & Wilcox	487,917	$4.0B	0.40%
76	VVisa Inc	17,871	$4.0B	0.40%
77	CSXCSX Corp	103,839	$3.9B	0.39%
78	BABoeing Co	19,394	$3.7B	0.37%
79	NVDANvidia Corporation	13,462	$3.7B	0.37%
80	FIVEFive Below	22,959	$3.6B	0.36%
81	CATCaterpillar Inc	16,231	$3.6B	0.36%
82	AMDAdvanced Micro Devices	28,830	$3.2B	0.31%
83	RPDRapid7 Inc	27,006	$3.0B	0.30%
84	BKNGBooking Holdings Inc	1,220	$2.9B	0.29%
85	SPNEUSDSeaSpine Holdings Corp	230,400	$2.8B	0.28%
86	RDVTRed Violet	97,251	$2.8B	0.28%
87	DOCSDoximity, Inc.	53,037	$2.8B	0.28%
88	ODFLOld Dominion Freight Line	9,118	$2.7B	0.27%
89	ISRGIntuitive Surgical Inc.	8,361	$2.5B	0.25%
90	METAMeta Platforms, Inc.	10,947	$2.4B	0.24%
91	CSGPCostar Group Inc	34,666	$2.3B	0.23%
92	SITMSitime Corp	9,184	$2.3B	0.23%
93	TEAMAtlassian Corp Plc-Class A	7,696	$2.3B	0.23%
94	ALGMAllegro MicroSystems	75,765	$2.2B	0.21%
95	PIImpinj Inc	31,124	$2.0B	0.20%
96	COSTCostco Wholesale Corp	3,414	$2.0B	0.20%
97	BROSDutch Bros. Inc	35,057	$1.9B	0.19%
98	VICRVicor Corp	27,116	$1.9B	0.19%
99	CMGChipotle Mexican Grill	1,056	$1.7B	0.17%
100	MPWRMonolithic Power Systems, Inc	3,096	$1.5B	0.15%

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