NEXT CENTURY GROWTH INVESTORS LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$802.8B
Holdings
131
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KNSLKinsale Capital Group | 369,497 | $33.8B | 4.21% | |
| 2 | GSHDGoosehead Insurance Inc. | 578,039 | $27.6B | 3.44% | |
| 3 | CDNACare Dx | 731,460 | $26.3B | 3.28% | |
| 4 | IMXIInternational Money Express In | 1,765,234 | $24.9B | 3.10% | |
| 5 | EHTHeHealth Inc | 288,737 | $24.9B | 3.10% | |
| 6 | TCMDTactile Systems | 403,503 | $23.0B | 2.86% | |
| 7 | VCYTVeracyte Inc | 754,231 | $21.5B | 2.68% | |
| 8 | CVGWCalavo Growers Inc | 198,809 | $19.2B | 2.40% | |
| 9 | VCELVericel Corp | 951,237 | $18.0B | 2.24% | |
| 10 | SIBNSI-BONE Inc | 800,235 | $16.3B | 2.03% | |
| 11 | KRNTKornit Digital Ltd | 494,945 | $15.7B | 1.95% | |
| 12 | RBCRBC Bearings | 93,197 | $15.5B | 1.94% | |
| 13 | PLNTPlanet Fitness | 210,746 | $15.3B | 1.90% | |
| 14 | LMNRLimoneira Co | 748,175 | $14.9B | 1.86% | |
| 15 | PODDInsulet Corp | 117,763 | $14.1B | 1.75% | |
| 16 | GTLSChart Industries, Inc. | 180,967 | $13.9B | 1.73% | |
| 17 | INSPInspire Medical Systems Inc | 217,738 | $13.2B | 1.64% | |
| 18 | CHGGChegg Inc | 341,067 | $13.2B | 1.64% | |
| 19 | EFTTechTarget | 592,663 | $12.6B | 1.57% | |
| 20 | ESNTEssent Group Ltd | 262,068 | $12.3B | 1.53% | |
| 21 | TREXTrex Company Inc | 170,701 | $12.2B | 1.52% | |
| 22 | NMIHNMI Holdings | 423,232 | $12.0B | 1.50% | |
| 23 | IRTCIRhythm Technologies | 136,160 | $10.8B | 1.34% | |
| 24 | PENPenumbra Inc. | 63,472 | $10.2B | 1.27% | |
| 25 | PWRQuanta Services, Inc. | 245,063 | $9.4B | 1.17% | |
| 26 | VRAYQViewRay Inc. | 1,051,239 | $9.3B | 1.15% | |
| 27 | NEONeogenomics Inc | 416,098 | $9.1B | 1.14% | |
| 28 | LPSNUSDLivePerson, Inc. | 321,029 | $9.0B | 1.12% | |
| 29 | HQYHealthEquity Inc. | 135,848 | $8.9B | 1.11% | |
| 30 | —InterXion Holdings NV | 111,287 | $8.5B | 1.05% | |
| 31 | KIDSOrthopediatrics Corp | 202,873 | $7.9B | 0.99% | |
| 32 | JYNTThe Joint Corp | 406,024 | $7.4B | 0.92% | |
| 33 | ODFLOld Dominion Freight Line | 48,930 | $7.3B | 0.91% | |
| 34 | QNSTQuinstreet Inc | 424,473 | $6.7B | 0.84% | |
| 35 | EXASExact Sciences Corp | 55,927 | $6.6B | 0.82% | |
| 36 | RPRealPage Inc | 105,997 | $6.2B | 0.78% | |
| 37 | PLMRPalomar Holdings | 256,523 | $6.2B | 0.77% | |
| 38 | AMZNAmazon.Com | 3,003 | $5.7B | 0.71% | |
| 39 | MSFTMicrosoft Corp. | 42,097 | $5.6B | 0.70% | |
| 40 | STAASTAAR Surgical Company | 189,888 | $5.6B | 0.69% | |
| 41 | ATECAlphatec Holdings Inc | 1,215,363 | $5.5B | 0.69% | |
| 42 | RAMPLiveRamp Holdings Inc | 111,593 | $5.4B | 0.67% | |
| 43 | GLOBGlobant SA | 52,777 | $5.3B | 0.66% | |
| 44 | ASPNAspen Aerogels Inc. | 747,747 | $5.3B | 0.66% | |
| 45 | RGENRepligen | 60,614 | $5.2B | 0.65% | |
| 46 | MAMASTERcARD, Inc. | 19,526 | $5.2B | 0.64% | |
| 47 | —Accelerate Diagnostics Inc | 225,637 | $5.2B | 0.64% | |
| 48 | QTWOQ2 Holdings | 67,158 | $5.1B | 0.64% | |
| 49 | ZYXIQZynex Inc | 565,658 | $5.1B | 0.63% | |
| 50 | EPAMEpam Systems | 28,730 | $5.0B | 0.62% | |
| 51 | FIVNFive9, Inc. | 96,279 | $4.9B | 0.62% | |
| 52 | WIXWix.com Ltd | 34,709 | $4.9B | 0.61% | |
| 53 | —Virtusa Corp | 108,326 | $4.8B | 0.60% | |
| 54 | PFPTProofpoint Inc. | 39,788 | $4.8B | 0.60% | |
| 55 | LGIHLGI Homes Inc. | 66,661 | $4.8B | 0.59% | |
| 56 | LGNDLigand Pharmaceuticals | 41,322 | $4.7B | 0.59% | |
| 57 | AAPLApple Computer Inc | 23,824 | $4.7B | 0.59% | |
| 58 | METAFacebook Inc | 24,163 | $4.7B | 0.58% | |
| 59 | —Tufin Software Technologies | 178,451 | $4.6B | 0.58% | |
| 60 | MPWRMonolithic Power Systems, Inc | 33,011 | $4.5B | 0.56% | |
| 61 | RNGRingCentral INc. | 38,596 | $4.4B | 0.55% | |
| 62 | —Mimecast Ltd | 94,546 | $4.4B | 0.55% | |
| 63 | VVisa Inc | 25,037 | $4.3B | 0.54% | |
| 64 | SRIStoneridge Inc | 136,593 | $4.3B | 0.54% | |
| 65 | USAPUniversal Stainless & Alloy | 264,187 | $4.2B | 0.53% | |
| 66 | PCTYPaylocity Corp | 44,778 | $4.2B | 0.52% | |
| 67 | QTRXQuanterix Corp | 116,197 | $3.9B | 0.49% | |
| 68 | CSGPCostar Group Inc | 7,070 | $3.9B | 0.49% | |
| 69 | CARGCarGurus Inc. | 100,297 | $3.6B | 0.45% | |
| 70 | J2AWilldan Group Inc | 96,787 | $3.6B | 0.45% | |
| 71 | NEWREURNew Relic Inc | 41,536 | $3.6B | 0.45% | |
| 72 | FLBFluidigm Corp | 289,143 | $3.6B | 0.44% | |
| 73 | VRTXVertex Pharmaceuticals Inc | 18,998 | $3.5B | 0.43% | |
| 74 | PSNLPersonalis Inc | 127,729 | $3.5B | 0.43% | |
| 75 | BABoeing Co | 9,424 | $3.4B | 0.43% | |
| 76 | PAYSPaySign | 249,078 | $3.3B | 0.41% | |
| 77 | COSTCostco Wholesale Corp | 12,540 | $3.3B | 0.41% | |
| 78 | ELVAnthem Inc | 11,589 | $3.3B | 0.41% | |
| 79 | —WAITR Holdings | 497,734 | $3.1B | 0.39% | |
| 80 | LVSLas Vegas Sands Corp | 51,030 | $3.0B | 0.38% | |
| 81 | CATCaterpillar Inc | 21,977 | $3.0B | 0.37% | |
| 82 | PGRProgressive Corp | 36,622 | $2.9B | 0.36% | |
| 83 | AMDAdvanced Micro Devices | 89,558 | $2.7B | 0.34% | |
| 84 | CRMSalesforce.com Inc | 17,820 | $2.7B | 0.34% | |
| 85 | EWEdwards Lifesciences Corp | 14,513 | $2.7B | 0.33% | |
| 86 | GHGuardant Health Inc | 31,011 | $2.7B | 0.33% | |
| 87 | —Manitex International | 423,958 | $2.6B | 0.32% | |
| 88 | TMDXTransmedics Group Inc | 87,683 | $2.5B | 0.32% | |
| 89 | LULULululemon Athletica Inc | 14,095 | $2.5B | 0.32% | |
| 90 | ALNTAllied Motion Technologies | 66,563 | $2.5B | 0.31% | |
| 91 | CYRXCryoport Inc | 137,069 | $2.5B | 0.31% | |
| 92 | NOWServiceNow Inc | 9,080 | $2.5B | 0.31% | |
| 93 | OLLIOllie's Bargain Outlet | 28,230 | $2.5B | 0.31% | |
| 94 | MODNEURModel N Inc | 125,671 | $2.5B | 0.31% | |
| 95 | GOOGAlphabet Inc-CL C | 2,241 | $2.4B | 0.30% | |
| 96 | INTUIntuit | 9,194 | $2.4B | 0.30% | |
| 97 | STRLSterling Construction Co | 176,377 | $2.4B | 0.29% | |
| 98 | GVAGranite Construction Inc | 48,514 | $2.3B | 0.29% | |
| 99 | BANDBandwidth Inc | 30,583 | $2.3B | 0.29% | |
| 100 | AVLRUSDAvalara, Inc. | 31,762 | $2.3B | 0.29% |
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