NEXT CENTURY GROWTH INVESTORS LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$1.2B

Holdings

120

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
ATROAstronics Corp
$42.5M
VERXVertex Inc
$40.5M
VRRMVerra Mobility Corporation
$35.3M
TMDXTransmedics Group Inc
$34.9M
LGIHLGI Homes Inc
$31.6M
TNDMTandem Diabetes Care
$30.2M
SPTSprout Social
$30.1M
FLYWFlywire Corporation
$30.1M
NSSCNapco Security Technologies
$29.6M
KNSLKinsale Capital Group
$28.1M
QTWOQ2 Holdings
$27.3M
RXSTRxSight Inc
$26.3M
JPXAerovironment
$26.3M
SAIASaia Inc
$24.6M
FRPTFreshpet
$22.5M
ATECAlphatec Holdings Inc
$21.9M
VCELVericel Corp
$20.8M
KRUSKura Sushi USA Inc
$19.8M
MYRGMYR Group Inc
$19.0M
MSFTMicrosoft Corp.
$18.2M
CELHCelsius Holdings
$18.0M
SIBNSI-BONE Inc
$17.5M
MTSIMACOM Technology Solutions Hol
$17.1M
PAYPaymentus Holdings
$15.5M
AGYSAgilysys
$14.5M
HXLHexcel Corp
$13.8M
SPSCSPS Commerce
$12.7M
LSCCLattice Semiconductor Corp
$12.4M
NVDANvidia Corporation
$12.1M
TCMDTactile Systems
$11.7M
QNSTQuinstreet Inc
$11.7M
NTRANatera Inc
$11.3M
GOOGLAlphabet Inc-Cl A
$11.2M
ARCBArcbest Corporation
$10.9M
AMZNAmazon.Com
$10.3M
RBCRBC Bearings Inc
$10.3M
TMCITreace Medical Concepts
$10.0M
EXLSExlservice Holdings Inc.
$9.9M
MEDPMedpace Holdings
$9.4M
ALKTAlkami Technology
$9.1M
SEMRSEMrush Holdings
$9.0M
PWRQuanta Services
$8.8M
MRTNMarten Transport
$8.0M
GSHDGoosehead Insurance
$8.0M
METAMeta Platforms, Inc.
$7.9M
PGNYProgyny Inc
$7.9M
CYBRCyberark Software
$7.9M
AAPLApple Computer Inc
$7.6M
INSPInspire Medical Systems Inc
$7.0M
APPFAppFolio Inc
$6.9M
ACVAACV Auctions
$6.7M
FIVNFive9
$6.5M
RYANRyan Specialty Holdings
$6.5M
LLYEli Lilly and Company
$6.2M
DCBODocebo Inc
$6.2M
CCSCentury Communities
$5.9M
FROGJFrog
$5.9M
GWREGuidewire Software
$5.7M
NOWServiceNow Inc
$5.6M
GLBEGlobal-E Online
$5.6M
MNDYMonday.com
$5.5M
INODInnodata Inc
$5.4M
SDHCSmith Douglas Homes
$5.3M
FWRGFirst Watch Restaurant Group
$5.2M
NEONeogenomics Inc
$5.2M
CAVACAVA Group
$5.0M
CSTLCastle Biosciences
$4.9M
ACCDEURAccolade Inc
$4.8M
PENPenumbra Inc.
$4.8M
INTAIntapp
$4.7M
BABoeing Co
$4.6M
KIDSOrthopediatrics Corp
$4.6M
DC4Dexcom Inc
$4.6M
AMDAdvanced Micro Devices
$4.5M
VVisa Inc
$4.5M
COSTCostco Wholesale Corp
$4.5M
PRCTProcept Biorobotics
$4.4M
ENFNEnfusion
$4.3M
MAMastercard Inc
$4.3M
ODFLOld Dominion Freight Line
$4.3M
LFMDLifeMD
$4.2M
VRTXVertex Pharmaceuticals
$4.1M
WKWorkiva
$4.1M
CWANClearwater Analytics Holdings
$4.0M
CRWDCrowdstrike Holdings Inc
$3.9M
GDYNGrid Dynamics Holdings Inc.
$3.9M
NVONOVO-Nordisk A/S Spons ADR
$3.8M
GSGoldman Sachs Group Com
$3.4M
BRZEBraze Inc
$3.4M
ADBEAdobe Inc.
$3.3M
FNDFloor & Decor Holdings
$3.3M
VCYTVeracyte Inc
$3.3M
SYMSymbotic Inc
$3.2M
CSGPCostar Group Inc
$3.2M
VRTVertiv Holdings
$3.0M
PRPermian Resrouces Corp
$3.0M
PANWPalo Alto Networks
$3.0M
NFLXNetflix.com
$2.9M
PGRProgressive Corp
$2.8M
PCTYPaylocity Corp
$2.6M
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