NEXT CENTURY GROWTH INVESTORS LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$783.2B
Holdings
133
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KNSLKinsale Capital Group | 477,041 | $26.2B | 3.34% | |
| 2 | —USA Technologies | 1,734,822 | $24.3B | 3.10% | |
| 3 | EFTTechTarget | 806,619 | $22.9B | 2.92% | |
| 4 | TCMDTactile Systems Technology | 397,767 | $20.7B | 2.64% | |
| 5 | —Boingo Wireless Inc | 719,969 | $16.3B | 2.08% | |
| 6 | STAAStarr Surgical Company | 507,871 | $15.7B | 2.01% | |
| 7 | DYDycom Industries, Inc | 161,881 | $15.3B | 1.95% | |
| 8 | CDNACareDx | 1,206,130 | $14.8B | 1.88% | |
| 9 | —Echo Global Logistics Inc. | 498,248 | $14.6B | 1.86% | |
| 10 | HOMEAt Home Group Inc | 364,769 | $14.3B | 1.82% | |
| 11 | EVBGEUREverbridge Inc. | 290,612 | $13.8B | 1.76% | |
| 12 | —Accelerate Diagnostics Inc | 612,106 | $13.6B | 1.74% | |
| 13 | RBCRBC Bearings | 102,962 | $13.3B | 1.69% | |
| 14 | IRTCIRhythm Technologies | 160,444 | $13.0B | 1.66% | |
| 15 | —Talend SA- ADR | 204,622 | $12.7B | 1.63% | |
| 16 | HQYHealthEquity Inc. | 168,057 | $12.6B | 1.61% | |
| 17 | USCRUS Concrete | 234,104 | $12.3B | 1.57% | |
| 18 | GVAGranite Construction Inc | 204,981 | $11.4B | 1.46% | |
| 19 | PWRQuanta Services, Inc. | 340,362 | $11.4B | 1.45% | |
| 20 | ODFLOld Dominion Freight Line | 75,942 | $11.3B | 1.44% | |
| 21 | LGNDLigand Pharmaceuticals | 52,213 | $10.8B | 1.38% | |
| 22 | EXPEagle Materials Inc | 101,436 | $10.6B | 1.36% | |
| 23 | PODDInsulet Corp | 120,514 | $10.3B | 1.32% | |
| 24 | —SendGrid, Inc. | 383,057 | $10.2B | 1.30% | |
| 25 | CHGGChegg Inc | 364,279 | $10.1B | 1.29% | |
| 26 | OLLIOllie's Bargain Outlet | 139,213 | $10.1B | 1.29% | |
| 27 | CUTREURCutera Inc | 245,883 | $9.9B | 1.27% | |
| 28 | MTZMastec Inc | 191,721 | $9.7B | 1.24% | |
| 29 | MRTNMarten Transport | 403,787 | $9.5B | 1.21% | |
| 30 | WIXWix.com Ltd | 86,410 | $8.7B | 1.11% | |
| 31 | KNXKnight-Swift Transportation Ho | 219,075 | $8.4B | 1.07% | |
| 32 | —Optinose, Inc. | 296,675 | $8.3B | 1.06% | |
| 33 | GSHDGoosehead Insurance Inc. | 326,931 | $8.2B | 1.04% | |
| 34 | MPWRMonolithic Power Systems, Inc | 60,720 | $8.1B | 1.04% | |
| 35 | ANGI1EURAngi Homeservices Inc | 510,890 | $7.9B | 1.00% | |
| 36 | TREXTrex Company Inc | 122,851 | $7.7B | 0.98% | |
| 37 | ABCBAmeris Bancorp | 140,092 | $7.5B | 0.95% | |
| 38 | QUOTUSDQuotient Technology Inc | 563,971 | $7.4B | 0.94% | |
| 39 | PLNTPlanet Fitness | 166,015 | $7.3B | 0.93% | |
| 40 | CVGWCalavo Growers Inc | 69,310 | $6.7B | 0.85% | |
| 41 | LGIHLGI Homes Inc. | 112,653 | $6.5B | 0.83% | |
| 42 | KINSKingstone Cos Inc | 364,694 | $6.2B | 0.79% | |
| 43 | VCRAUSDVocera Communications | 205,767 | $6.2B | 0.79% | |
| 44 | —Primo Water Corp | 350,373 | $6.1B | 0.78% | |
| 45 | CVLGCovenant Transport Group | 188,461 | $5.9B | 0.76% | |
| 46 | MKTXMarketaxess Holdings Inc | 29,503 | $5.8B | 0.75% | |
| 47 | KIDSOrthopediatrics Corp | 216,317 | $5.8B | 0.74% | |
| 48 | EPAMEpam Systems | 46,139 | $5.7B | 0.73% | |
| 49 | USAPUniversal Stainless & Alloy | 240,371 | $5.7B | 0.73% | |
| 50 | AMZNAmazon.Com | 3,278 | $5.6B | 0.71% | |
| 51 | PFPTProofpoint Inc. | 47,765 | $5.5B | 0.70% | |
| 52 | 7SUSummit Materials Inc | 207,329 | $5.4B | 0.69% | |
| 53 | AMWDAmerican Woodmark Corp | 55,811 | $5.1B | 0.65% | |
| 54 | EXASExact Sciences Corp | 84,668 | $5.1B | 0.65% | |
| 55 | AXGNAxogen Inc | 100,348 | $5.0B | 0.64% | |
| 56 | IBTXUSDIndependent Bank Group | 75,149 | $5.0B | 0.64% | |
| 57 | CARGCarGurus Inc. | 143,441 | $5.0B | 0.64% | |
| 58 | INGNInogen Inc | 26,573 | $5.0B | 0.63% | |
| 59 | ASTEAstec Industries | 82,192 | $4.9B | 0.63% | |
| 60 | RNGRingCentral INc. | 69,480 | $4.9B | 0.62% | |
| 61 | GTLSChart Industries, Inc. | 78,400 | $4.8B | 0.62% | |
| 62 | —Mimecast Ltd | 115,104 | $4.7B | 0.61% | |
| 63 | LPSNUSDLiveperson, Inc. | 224,114 | $4.7B | 0.60% | |
| 64 | —InterXion Holdings NV | 73,073 | $4.6B | 0.58% | |
| 65 | PROPros Hldgs Inc | 123,706 | $4.5B | 0.58% | |
| 66 | —2U Inc | 52,509 | $4.4B | 0.56% | |
| 67 | VRAYQViewray Inc. | 626,278 | $4.3B | 0.55% | |
| 68 | MAMASTERcARD, Inc. | 21,176 | $4.2B | 0.53% | |
| 69 | PENPenumbra Inc. | 29,481 | $4.1B | 0.52% | |
| 70 | AAPLApple Computer Inc | 21,972 | $4.1B | 0.52% | |
| 71 | —Manitex International | 313,619 | $3.9B | 0.50% | |
| 72 | METAFacebook Inc | 18,864 | $3.7B | 0.47% | |
| 73 | LVSLas Vegas Sands Corp | 47,778 | $3.6B | 0.47% | |
| 74 | VVisa Inc | 27,151 | $3.6B | 0.46% | |
| 75 | SIENUSDSientra Inc | 184,158 | $3.6B | 0.46% | |
| 76 | VCELVericel Corp | 366,010 | $3.5B | 0.45% | |
| 77 | CSGPCostar Group Inc | 8,579 | $3.5B | 0.45% | |
| 78 | BWBBridgewater Bancshares Inc | 273,242 | $3.5B | 0.44% | |
| 79 | CCSCentury Communities Inc | 106,542 | $3.4B | 0.43% | |
| 80 | MODNEURModel N Inc | 171,423 | $3.2B | 0.41% | |
| 81 | AFWAlign Technology Inc | 9,125 | $3.1B | 0.40% | |
| 82 | —William Lyon Homes | 132,065 | $3.1B | 0.39% | |
| 83 | CITCintas Corp | 16,522 | $3.1B | 0.39% | |
| 84 | NFLXNetflix.com Inc. | 7,732 | $3.0B | 0.39% | |
| 85 | COLLCollegium Pharmaceutical Inc | 122,857 | $2.9B | 0.37% | |
| 86 | —Nuvectra Corp | 141,488 | $2.9B | 0.37% | |
| 87 | ALNTAllied Motion Technologies | 60,531 | $2.9B | 0.37% | |
| 88 | VMCVulcan Materials Co | 22,345 | $2.9B | 0.37% | |
| 89 | MSFTMicrosoft Corp. | 29,149 | $2.9B | 0.37% | |
| 90 | PGRProgressive Corp | 48,499 | $2.9B | 0.37% | |
| 91 | COSTCostco Wholesale Corp | 13,720 | $2.9B | 0.37% | |
| 92 | INTUIntuit | 13,968 | $2.9B | 0.36% | |
| 93 | CATCaterpillar Inc | 21,006 | $2.8B | 0.36% | |
| 94 | UNPUnion Pacific Corp | 19,940 | $2.8B | 0.36% | |
| 95 | URIUnited Rentals Inc | 19,112 | $2.8B | 0.36% | |
| 96 | QTWOQ2 Holdings | 47,401 | $2.7B | 0.35% | |
| 97 | GOOGAlphabet Inc-CL C | 2,418 | $2.7B | 0.34% | |
| 98 | STRLSterling Construction Co | 203,874 | $2.7B | 0.34% | |
| 99 | STIMNeuronetics Inc | 97,500 | $2.6B | 0.33% | |
| 100 | IPGPIPG Photonics Corp | 11,648 | $2.6B | 0.33% |
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