NEXT CENTURY GROWTH INVESTORS LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$878.9B
Holdings
122
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLMRPalomar Holdings | 334,179 | $28.7B | 3.26% | |
| 2 | GSHDGoosehead Insurance Inc. | 377,211 | $28.4B | 3.23% | |
| 3 | MTSIMACOM Technology Solutions Hol | 718,749 | $24.7B | 2.81% | |
| 4 | CDNACare Dx | 693,801 | $24.6B | 2.80% | |
| 5 | SPTSprout Social | 880,303 | $23.8B | 2.70% | |
| 6 | EFTTechTarget | 744,945 | $22.4B | 2.55% | |
| 7 | SILKSilk Road Medical | 491,562 | $20.6B | 2.34% | |
| 8 | KIDSOrthopediatrics Corp | 461,503 | $20.2B | 2.30% | |
| 9 | SIBNSI-BONE Inc | 1,121,152 | $17.9B | 2.03% | |
| 10 | SITMSitime Corp | 359,687 | $17.1B | 1.94% | |
| 11 | KNSLKinsale Capital Group | 108,709 | $16.9B | 1.92% | |
| 12 | VCELVericel Corp | 1,190,548 | $16.5B | 1.87% | |
| 13 | NMIHNMI Holdings | 987,329 | $15.9B | 1.81% | |
| 14 | TNDMTandem Diabetes Care Inc | 155,674 | $15.4B | 1.75% | |
| 15 | TCMDTactile Systems | 349,759 | $14.5B | 1.65% | |
| 16 | ASPUAspen Group | 1,588,895 | $14.4B | 1.64% | |
| 17 | MODNEURModel N Inc | 401,762 | $14.0B | 1.59% | |
| 18 | ZYXIQZynex Inc | 550,324 | $13.7B | 1.56% | |
| 19 | KRNTKornit Digital Ltd | 253,372 | $13.5B | 1.54% | |
| 20 | GTLSChart Industries, Inc. | 268,089 | $13.0B | 1.48% | |
| 21 | STAASTAAR Surgical Company | 207,342 | $12.8B | 1.45% | |
| 22 | DOMODomo Inc | 392,869 | $12.6B | 1.44% | |
| 23 | NEONeogenomics Inc | 389,036 | $12.1B | 1.37% | |
| 24 | MSFTMicrosoft Corp. | 57,393 | $11.7B | 1.33% | |
| 25 | AXNX*Axonics Modulation Technology | 332,266 | $11.7B | 1.33% | |
| 26 | HQYHealthEquity Inc. | 195,397 | $11.5B | 1.30% | |
| 27 | TREXTrex Company Inc | 87,062 | $11.3B | 1.29% | |
| 28 | PWRQuanta Services, Inc. | 278,781 | $10.9B | 1.24% | |
| 29 | EHTHeHealth Inc | 110,617 | $10.9B | 1.24% | |
| 30 | MPWRMonolithic Power Systems, Inc | 43,287 | $10.3B | 1.17% | |
| 31 | SAIASaia Inc | 91,016 | $10.1B | 1.15% | |
| 32 | AMZNAmazon.Com | 3,629 | $10.0B | 1.14% | |
| 33 | LGIHLGI Homes Inc. | 113,665 | $10.0B | 1.14% | |
| 34 | JYNTThe Joint Corp | 638,815 | $9.8B | 1.11% | |
| 35 | SWAVUSDShockwave Medical | 202,395 | $9.6B | 1.09% | |
| 36 | FVRRFiverr International Ltd | 129,673 | $9.6B | 1.09% | |
| 37 | AAPLApple Computer Inc | 25,283 | $9.2B | 1.05% | |
| 38 | LSCCLattice Semiconductor Corp | 309,383 | $8.8B | 1.00% | |
| 39 | ESNTEssent Group Ltd | 236,906 | $8.6B | 0.98% | |
| 40 | CHGGChegg Inc | 126,983 | $8.5B | 0.97% | |
| 41 | INFUInfusystem Holdings Inc | 728,133 | $8.4B | 0.96% | |
| 42 | CSTLCastle Biosciences | 213,925 | $8.1B | 0.92% | |
| 43 | OLLIOllie's Bargain Outlet | 81,872 | $8.0B | 0.91% | |
| 44 | KNXKnight-Swift Transportation Ho | 182,478 | $7.6B | 0.87% | |
| 45 | RBCRBC Bearings | 56,175 | $7.5B | 0.86% | |
| 46 | ALNTAllied Motion Technologies | 213,010 | $7.5B | 0.86% | |
| 47 | VCYTVeracyte Inc | 278,834 | $7.2B | 0.82% | |
| 48 | PENPenumbra Inc. | 39,764 | $7.1B | 0.81% | |
| 49 | GDYNGrid Dynamics Holdings, Inc. | 993,302 | $6.9B | 0.78% | |
| 50 | VICRVicor Corp | 90,000 | $6.5B | 0.74% | |
| 51 | GLOBGlobant SA | 42,665 | $6.4B | 0.73% | |
| 52 | IRTCIRhythm Technologies | 52,944 | $6.1B | 0.70% | |
| 53 | NVDANvidia Corporation | 15,194 | $5.8B | 0.66% | |
| 54 | NARIUSDInari Medical, inc. | 109,312 | $5.3B | 0.60% | |
| 55 | EPAMEpam Systems | 20,258 | $5.1B | 0.58% | |
| 56 | AVLRUSDAvalara, Inc. | 37,524 | $5.0B | 0.57% | |
| 57 | ASPNAspen Aerogels Inc. | 754,366 | $5.0B | 0.56% | |
| 58 | SLPSimulations Plus Inc. | 78,674 | $4.7B | 0.54% | |
| 59 | CRNCCerence Inc | 114,705 | $4.7B | 0.53% | |
| 60 | AZEKAzek Company (The) | 139,100 | $4.4B | 0.50% | |
| 61 | SWCHEURSwitch, Inc | 248,012 | $4.4B | 0.50% | |
| 62 | DAVAEndava Plc | 91,284 | $4.4B | 0.50% | |
| 63 | PCTYPaylocity Corp | 30,167 | $4.4B | 0.50% | |
| 64 | MAMASTERcARD, Inc. | 14,791 | $4.4B | 0.50% | |
| 65 | FRPTFreshpet, Inc | 52,051 | $4.4B | 0.50% | |
| 66 | FIVNFive9, Inc. | 38,719 | $4.3B | 0.49% | |
| 67 | WINGWingstop, Inc. | 30,040 | $4.2B | 0.47% | |
| 68 | INSPInspire Medical Systems Inc | 47,926 | $4.2B | 0.47% | |
| 69 | CYRXCryoport Inc | 136,651 | $4.1B | 0.47% | |
| 70 | PODDInsulet Corp | 21,230 | $4.1B | 0.47% | |
| 71 | PFPTProofpoint Inc. | 36,489 | $4.1B | 0.46% | |
| 72 | QTRXQuanterix Corp | 147,917 | $4.1B | 0.46% | |
| 73 | CELHCelsius Holdings | 340,633 | $4.0B | 0.46% | |
| 74 | EVBGEUREverbridge Inc. | 28,709 | $4.0B | 0.45% | |
| 75 | QTWOQ2 Holdings | 44,241 | $3.8B | 0.43% | |
| 76 | RGENRepligen | 30,102 | $3.7B | 0.42% | |
| 77 | HCATHealth Catalyst | 127,201 | $3.7B | 0.42% | |
| 78 | —IEC Electronics Corp | 378,920 | $3.6B | 0.42% | |
| 79 | VVisa Inc | 18,745 | $3.6B | 0.41% | |
| 80 | MRTNMarten Transport | 143,164 | $3.6B | 0.41% | |
| 81 | VRRMVerra Mobility Corporation | 349,613 | $3.6B | 0.41% | |
| 82 | CITCintas Corp | 13,157 | $3.5B | 0.40% | |
| 83 | CSGPCostar Group Inc | 4,559 | $3.2B | 0.37% | |
| 84 | PLNTPlanet Fitness | 53,179 | $3.2B | 0.37% | |
| 85 | AMDAdvanced Micro Devices | 57,749 | $3.0B | 0.35% | |
| 86 | PGRProgressive Corp | 37,859 | $3.0B | 0.34% | |
| 87 | LULULululemon Athletica Inc | 9,541 | $3.0B | 0.34% | |
| 88 | METAFacebook Inc | 12,870 | $2.9B | 0.33% | |
| 89 | COSTCostco Wholesale Corp | 9,387 | $2.8B | 0.32% | |
| 90 | FCXFreeport-McMoran Copper | 242,210 | $2.8B | 0.32% | |
| 91 | XYZSquare Inc | 26,200 | $2.7B | 0.31% | |
| 92 | VRTXVertex Pharmaceuticals Inc | 9,187 | $2.7B | 0.30% | |
| 93 | GOOGLAlphabet Inc-Cl A | 1,742 | $2.5B | 0.28% | |
| 94 | CRMSalesforce.com Inc | 12,810 | $2.4B | 0.27% | |
| 95 | BABoeing Co | 12,571 | $2.3B | 0.26% | |
| 96 | BLBlackline Inc | 26,972 | $2.2B | 0.25% | |
| 97 | INTUIntuit | 7,498 | $2.2B | 0.25% | |
| 98 | ECLEcolab Inc | 10,600 | $2.1B | 0.24% | |
| 99 | PGNYProgyny Inc | 81,000 | $2.1B | 0.24% | |
| 100 | ODFLOld Dominion Freight Line | 12,050 | $2.0B | 0.23% |
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