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)

#	Stock	Shares	Value	% Portfolio
1	ATROAstronics Corp	2,230,661	$42.0M	3.65%
2	VERXVertex Inc	1,275,087	$40.0M	3.47%
3	VRRMVerra Mobility Corporation	1,414,247	$35.0M	3.04%
4	TMDXTransmedics Group Inc	472,215	$34.0M	2.95%
5	LGIHLGI Homes Inc	271,880	$31.0M	2.69%
6	SPTSprout Social	503,928	$30.0M	2.61%
7	TNDMTandem Diabetes Care	852,879	$30.0M	2.61%
8	FLYWFlywire Corporation	1,212,386	$30.0M	2.61%
9	NSSCNapco Security Technologies	736,807	$29.0M	2.52%
10	QTWOQ2 Holdings	519,354	$27.0M	2.34%
11	RXSTRxSight Inc	510,513	$26.0M	2.26%
12	JPXAerovironment	171,419	$26.0M	2.26%
13	FRPTFreshpet	194,319	$22.0M	1.91%
14	ATECAlphatec Holdings Inc	1,584,925	$21.0M	1.82%
15	VCELVericel Corp	399,170	$20.0M	1.74%
16	KRUSKura Sushi USA Inc	172,009	$19.0M	1.65%
17	MYRGMYR Group Inc	107,430	$18.0M	1.56%
18	MSFTMicrosoft Corp.	43,203	$18.0M	1.56%
19	CELHCelsius Holdings	216,856	$17.0M	1.48%
20	SIBNSI-BONE Inc	1,070,166	$17.0M	1.48%
21	MTSIMACOM Technology Solutions Hol	178,664	$17.0M	1.48%
22	PAYPaymentus Holdings	681,399	$15.0M	1.30%
23	AGYSAgilysys	172,326	$14.0M	1.22%
24	HXLHexcel Corp	189,620	$13.0M	1.13%
25	LSCCLattice Semiconductor Corp	158,834	$12.0M	1.04%
26	SPSCSPS Commerce	68,447	$12.0M	1.04%
27	NTRANatera Inc	123,976	$11.0M	0.96%
28	QNSTQuinstreet Inc	659,903	$11.0M	0.96%
29	GOOGLAlphabet Inc-Cl A	74,446	$11.0M	0.96%
30	TCMDTactile Systems	718,970	$11.0M	0.96%
31	RBCRBC Bearings Inc	38,026	$10.0M	0.87%
32	AMZNAmazon.Com	57,253	$10.0M	0.87%
33	TMCITreace Medical Concepts	769,808	$10.0M	0.87%
34	ARCBArcbest Corporation	76,367	$10.0M	0.87%
35	SEMRSEMrush Holdings	681,200	$9.0M	0.78%
36	MEDPMedpace Holdings	23,257	$9.0M	0.78%
37	EXLSExlservice Holdings Inc.	311,415	$9.0M	0.78%
38	ALKTAlkami Technology	370,105	$9.0M	0.78%
39	PWRQuanta Services	34,004	$8.0M	0.69%
40	PGNYProgyny Inc	207,154	$7.0M	0.61%
41	CYBRCyberark Software	29,572	$7.0M	0.61%
42	AAPLApple Computer Inc	44,166	$7.0M	0.61%
43	GSHDGoosehead Insurance	119,605	$7.0M	0.61%
44	MRTNMarten Transport	432,868	$7.0M	0.61%
45	METAMeta Platforms, Inc.	16,333	$7.0M	0.61%
46	FIVNFive9	104,178	$6.0M	0.52%
47	INSPInspire Medical Systems Inc	32,457	$6.0M	0.52%
48	ACVAACV Auctions	358,659	$6.0M	0.52%
49	APPFAppFolio Inc	28,052	$6.0M	0.52%
50	RYANRyan Specialty Holdings	116,281	$6.0M	0.52%
51	DCBODocebo Inc	125,760	$6.0M	0.52%
52	MNDYMonday.com	24,252	$5.0M	0.43%
53	INODInnodata Inc	823,398	$5.0M	0.43%
54	GWREGuidewire Software	48,671	$5.0M	0.43%
55	SDHCSmith Douglas Homes	178,979	$5.0M	0.43%
56	GLBEGlobal-E Online	153,070	$5.0M	0.43%
57	FROGJFrog	133,419	$5.0M	0.43%
58	FWRGFirst Watch Restaurant Group	210,836	$5.0M	0.43%
59	CCSCentury Communities	61,453	$5.0M	0.43%
60	NEONeogenomics Inc	328,155	$5.0M	0.43%
61	ENFNEnfusion	467,319	$4.0M	0.35%
62	CAVACAVA Group	71,203	$4.0M	0.35%
63	PRCTProcept Biorobotics	89,540	$4.0M	0.35%
64	AMDAdvanced Micro Devices	24,920	$4.0M	0.35%
65	ACCDEURAccolade Inc	460,283	$4.0M	0.35%
66	WKWorkiva	47,845	$4.0M	0.35%
67	PENPenumbra Inc.	21,290	$4.0M	0.35%
68	ODFLOld Dominion Freight Line	19,454	$4.0M	0.35%
69	MAMastercard Inc	8,871	$4.0M	0.35%
70	VVisa Inc	16,049	$4.0M	0.35%
71	INTAIntapp	137,319	$4.0M	0.35%
72	VRTXVertex Pharmaceuticals	9,922	$4.0M	0.35%
73	LFMDLifeMD	410,384	$4.0M	0.35%
74	KIDSOrthopediatrics Corp	157,868	$4.0M	0.35%
75	CSTLCastle Biosciences	219,473	$4.0M	0.35%
76	DC4Dexcom Inc	32,888	$4.0M	0.35%
77	BABoeing Co	23,899	$4.0M	0.35%
78	CWANClearwater Analytics Holdings	225,171	$3.0M	0.26%
79	VRTVertiv Holdings	37,059	$3.0M	0.26%
80	GDYNGrid Dynamics Holdings Inc.	314,237	$3.0M	0.26%
81	ADBEAdobe Inc.	6,560	$3.0M	0.26%
82	CSGPCostar Group Inc	32,865	$3.0M	0.26%
83	CRWDCrowdstrike Holdings Inc	12,071	$3.0M	0.26%
84	NVONOVO-Nordisk A/S Spons ADR	29,754	$3.0M	0.26%
85	SYMSymbotic Inc	71,812	$3.0M	0.26%
86	GSGoldman Sachs Group Com	8,047	$3.0M	0.26%
87	VCYTVeracyte Inc	147,991	$3.0M	0.26%
88	FNDFloor & Decor Holdings	25,335	$3.0M	0.26%
89	BRZEBraze Inc	75,631	$3.0M	0.26%
90	DVDoubleVerify Holdings	64,193	$2.0M	0.17%
91	GLOBGlobant SA	11,316	$2.0M	0.17%
92	PRPermian Resrouces Corp	168,799	$2.0M	0.17%
93	NFLXNetflix.com	4,739	$2.0M	0.17%
94	UNHUnitedhealth Group, Inc.	4,845	$2.0M	0.17%
95	CRDOCredo Technology Group Holding	97,383	$2.0M	0.17%
96	PANWPalo Alto Networks	10,489	$2.0M	0.17%
97	PCTYPaylocity Corp	15,408	$2.0M	0.17%
98	BSXBoston Scientific Corp	32,881	$2.0M	0.17%
99	PDFSPDF Solution	65,755	$2.0M	0.17%
100	KNXKnight-Swift Transportation Ho	45,023	$2.0M	0.17%

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