NEXT CENTURY GROWTH INVESTORS LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$1.0T
Holdings
153
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USCRUS Concrete | 406,287 | $31.9B | 3.06% | |
| 2 | KNSLKinsale Capital Group | 760,469 | $28.4B | 2.72% | |
| 3 | MKTXMarketaxess Holdings Inc | 127,025 | $25.5B | 2.45% | |
| 4 | IRTCIRhythm Technologies | 563,870 | $24.0B | 2.30% | |
| 5 | NEONeogenomics Inc | 2,537,683 | $22.7B | 2.18% | |
| 6 | QUOTUSDQuotient Technology Inc | 1,971,221 | $22.7B | 2.17% | |
| 7 | CSGPCostar Group Inc | 81,315 | $21.4B | 2.05% | |
| 8 | ABMDEURAbiomed Inc | 142,861 | $20.5B | 1.96% | |
| 9 | COHREURCoherent, Inc. | 85,572 | $19.3B | 1.85% | |
| 10 | HQYHealthEquity Inc. | 378,007 | $18.8B | 1.81% | |
| 11 | GVAGranite Construction Inc | 386,673 | $18.7B | 1.79% | |
| 12 | WINGWingstop Inc | 586,583 | $18.1B | 1.74% | |
| 13 | GKOSGlaukos Corp | 420,548 | $17.4B | 1.67% | |
| 14 | —Wageworks Inc | 247,339 | $16.6B | 1.59% | |
| 15 | LGIHLGI Homes Inc. | 407,636 | $16.4B | 1.57% | |
| 16 | DYDycom Industries, Inc | 172,256 | $15.4B | 1.48% | |
| 17 | —Stamps.com, Inc. | 98,714 | $15.3B | 1.47% | |
| 18 | FIVNFive9, Inc. | 707,425 | $15.2B | 1.46% | |
| 19 | PWRQuanta Services, Inc. | 457,668 | $15.1B | 1.44% | |
| 20 | NMIHNMI Holdings | 1,314,973 | $15.1B | 1.44% | |
| 21 | APOGApogee Enterprises Inc | 260,204 | $14.8B | 1.42% | |
| 22 | ABCBAmeris Bancorp | 305,108 | $14.7B | 1.41% | |
| 23 | LGNDLigand Pharmaceuticals | 120,038 | $14.6B | 1.40% | |
| 24 | QTWOQ2 Holdings | 391,815 | $14.5B | 1.39% | |
| 25 | —Knight Transportation | 388,978 | $14.4B | 1.38% | |
| 26 | —Accelerate Diagnostics Inc | 524,161 | $14.3B | 1.37% | |
| 27 | EVHEvolent Health Inc. - A | 534,543 | $13.6B | 1.30% | |
| 28 | CGNXCognex Corporation | 157,362 | $13.4B | 1.28% | |
| 29 | —Talend SA- ADR | 378,285 | $13.2B | 1.26% | |
| 30 | ODFLOld Dominion Freight Line | 137,736 | $13.1B | 1.26% | |
| 31 | —K2M Group Holdings Inc | 531,552 | $12.9B | 1.24% | |
| 32 | 7SUSummit Materials Inc | 398,992 | $11.5B | 1.10% | |
| 33 | RBCRBC Bearnings | 106,650 | $10.9B | 1.04% | |
| 34 | —Ellie Mae Inc | 97,162 | $10.7B | 1.02% | |
| 35 | IBTXUSDIndependent Bank Group | 174,022 | $10.4B | 0.99% | |
| 36 | MRTNMarten Transport | 364,410 | $10.0B | 0.96% | |
| 37 | EXPEagle Materials Inc | 102,589 | $9.5B | 0.91% | |
| 38 | BOXBox Inc. | 511,137 | $9.3B | 0.89% | |
| 39 | —NxStage Medical Inc | 370,679 | $9.3B | 0.89% | |
| 40 | ASTEAstec Industries | 163,556 | $9.1B | 0.87% | |
| 41 | —Boingo Wireless Inc | 604,149 | $9.0B | 0.87% | |
| 42 | AXGNAxogen Inc | 528,278 | $8.8B | 0.85% | |
| 43 | EVBGEUREverbridge Inc. | 355,704 | $8.7B | 0.83% | |
| 44 | —Neff Corp | 452,402 | $8.6B | 0.82% | |
| 45 | —2U Inc | 173,079 | $8.1B | 0.78% | |
| 46 | PRIMPrimoris Services Corp | 321,612 | $8.0B | 0.77% | |
| 47 | PENPenumbra INc. | 89,752 | $7.9B | 0.75% | |
| 48 | SLMSLM Corporation | 678,656 | $7.8B | 0.75% | |
| 49 | MPWRMonolithic Power Systems, Inc | 80,312 | $7.7B | 0.74% | |
| 50 | EXASExact Sciences Corp | 217,651 | $7.7B | 0.74% | |
| 51 | SHOPShopify Inc | 88,176 | $7.7B | 0.73% | |
| 52 | HUBSHubSpot Inc | 116,180 | $7.6B | 0.73% | |
| 53 | CSIIEURCardiovascular Systems | 228,375 | $7.4B | 0.71% | |
| 54 | GWREGuidewire Software | 106,646 | $7.3B | 0.70% | |
| 55 | AERIEURAerie Pharmaceuticals inc | 138,084 | $7.3B | 0.70% | |
| 56 | —Ultimate Software Group Inc. | 34,311 | $7.2B | 0.69% | |
| 57 | INGNInogen Inc | 73,573 | $7.0B | 0.67% | |
| 58 | PFPTProofpoint Inc. | 79,323 | $6.9B | 0.66% | |
| 59 | MTSIMACOM Technology Solutions Hol | 123,075 | $6.9B | 0.66% | |
| 60 | EPAMEpam Systems | 81,056 | $6.8B | 0.65% | |
| 61 | AMWDAmerican Woodmark Corp | 70,557 | $6.7B | 0.65% | |
| 62 | —Oclaro Inc | 691,890 | $6.5B | 0.62% | |
| 63 | —Financial Engines Inc | 168,515 | $6.2B | 0.59% | |
| 64 | WIXWix.com Ltd | 88,280 | $6.1B | 0.59% | |
| 65 | TREXTrex Company Inc | 85,648 | $5.8B | 0.56% | |
| 66 | AMZNAmazon.Com | 5,981 | $5.8B | 0.55% | |
| 67 | —USA Technologies | 1,105,999 | $5.8B | 0.55% | |
| 68 | TWITitan International | 456,446 | $5.5B | 0.53% | |
| 69 | AAPLApple Computer Inc | 37,673 | $5.4B | 0.52% | |
| 70 | HZOMarinemax Inc | 266,924 | $5.2B | 0.50% | |
| 71 | METAFacebook Inc | 31,413 | $4.7B | 0.45% | |
| 72 | TCMDTactile Systems Technology | 163,716 | $4.7B | 0.45% | |
| 73 | BYByline Bancorp | 231,400 | $4.6B | 0.44% | |
| 74 | ADBEAdobe Systems Inc | 32,086 | $4.5B | 0.44% | |
| 75 | CVLGCovenant Transport Group | 256,424 | $4.5B | 0.43% | |
| 76 | KRNTKornit Digital Ltd | 225,294 | $4.4B | 0.42% | |
| 77 | —Primo Water Corp | 341,235 | $4.3B | 0.42% | |
| 78 | GSGoldman Sachs Group Com | 19,014 | $4.2B | 0.40% | |
| 79 | MAMASTERcARD, Inc. | 34,449 | $4.2B | 0.40% | |
| 80 | EFTTechTarget | 402,747 | $4.2B | 0.40% | |
| 81 | VVisa Inc | 44,173 | $4.1B | 0.40% | |
| 82 | —Mindbody Inc | 146,111 | $4.0B | 0.38% | |
| 83 | GOOGAlphabet Inc-CL C | 4,233 | $3.8B | 0.37% | |
| 84 | CASHMeta Financial Group, Inc. | 42,443 | $3.8B | 0.36% | |
| 85 | WYNNWynn Resorts | 27,815 | $3.7B | 0.36% | |
| 86 | MSFTMicrosoft Corp. | 53,059 | $3.7B | 0.35% | |
| 87 | EWEdwards Lifesciences Corp | 30,650 | $3.6B | 0.35% | |
| 88 | AFWAlign Technology Inc | 23,950 | $3.6B | 0.34% | |
| 89 | VRAYQViewray Inc. | 541,581 | $3.5B | 0.34% | |
| 90 | VMCVulcan Materials Co | 27,163 | $3.4B | 0.33% | |
| 91 | —A.S.V. LLC | 420,336 | $3.4B | 0.33% | |
| 92 | BKNGPriceline Group Inc. (The) | 1,821 | $3.4B | 0.33% | |
| 93 | UNPUnion Pacific Corp | 31,279 | $3.4B | 0.33% | |
| 94 | FDXFedex Corporation | 15,410 | $3.3B | 0.32% | |
| 95 | AMDAdvanced Micro Devices | 263,337 | $3.3B | 0.31% | |
| 96 | CITCintas Corp | 26,046 | $3.3B | 0.31% | |
| 97 | PROPros Hldgs Inc | 111,310 | $3.0B | 0.29% | |
| 98 | —William Lyon Homes | 125,509 | $3.0B | 0.29% | |
| 99 | USAPUniversal Stainless & Alloy | 150,074 | $2.9B | 0.28% | |
| 100 | GOOGLAlphabet Inc-Cl A | 3,060 | $2.8B | 0.27% |
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