NEXT CENTURY GROWTH INVESTORS LLC Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$764.8B
Holdings
111
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRRMVerra Mobility Corporation | 2,079,989 | $32.7B | 4.27% | |
| 2 | STAASTAAR Surgical Company | 454,310 | $32.2B | 4.21% | |
| 3 | TMDXTransmedics Group Inc | 895,962 | $28.2B | 3.68% | |
| 4 | SILKSilk Road Medical | 733,281 | $26.7B | 3.49% | |
| 5 | TMCITreace Medical Concepts, Inc. | 1,741,154 | $25.0B | 3.26% | |
| 6 | KIDSOrthopediatrics Corp | 546,206 | $23.6B | 3.08% | |
| 7 | ATROAstronics Corp | 2,293,077 | $23.3B | 3.05% | |
| 8 | EFTTechTarget | 345,343 | $22.7B | 2.97% | |
| 9 | GDYNGrid Dynamics Holdings, Inc. | 1,282,678 | $21.6B | 2.82% | |
| 10 | SPTSprout Social | 323,351 | $18.8B | 2.45% | |
| 11 | AXNX*Axonics Modulation Technology | 327,626 | $18.6B | 2.43% | |
| 12 | DOMODomo Inc | 562,840 | $15.6B | 2.05% | |
| 13 | XMTRXometry Inc | 457,374 | $15.5B | 2.03% | |
| 14 | KNSLKinsale Capital Group | 67,408 | $15.5B | 2.02% | |
| 15 | RBCRBC Bearings | 82,716 | $15.3B | 2.00% | |
| 16 | SNCYSun Country Airlines Holdings | 817,694 | $15.0B | 1.96% | |
| 17 | KRUSKura Sushi USA, Inc. | 297,325 | $14.7B | 1.93% | |
| 18 | SEMRSEMrush Holdings | 981,724 | $12.7B | 1.66% | |
| 19 | CELHCelsius Holdings | 188,439 | $12.3B | 1.61% | |
| 20 | SICPQSilvergate Capital Corp | 224,980 | $12.0B | 1.57% | |
| 21 | AAPLApple Computer Inc | 87,378 | $11.9B | 1.56% | |
| 22 | EPAMEpam Systems | 40,522 | $11.9B | 1.56% | |
| 23 | PWRQuanta Services, Inc. | 95,044 | $11.9B | 1.56% | |
| 24 | BWBBridgewater Bancshares | 693,390 | $11.2B | 1.46% | |
| 25 | GTLSChart Industries, Inc. | 66,019 | $11.1B | 1.44% | |
| 26 | ATECAlphatec Holdings Inc | 1,672,835 | $10.9B | 1.43% | |
| 27 | VCELVericel Corp | 434,307 | $10.9B | 1.43% | |
| 28 | PLNTPlanet Fitness | 155,231 | $10.6B | 1.38% | |
| 29 | MSFTMicrosoft Corp. | 37,286 | $9.6B | 1.25% | |
| 30 | LINDLindblad Expeditions Holding | 1,174,038 | $9.5B | 1.24% | |
| 31 | SIBNSI-BONE Inc | 718,862 | $9.5B | 1.24% | |
| 32 | LAWCS Disco, Inc. | 481,185 | $8.7B | 1.13% | |
| 33 | HQYHealthEquity Inc. | 135,149 | $8.3B | 1.08% | |
| 34 | GSHDGoosehead Insurance Inc. | 168,231 | $7.7B | 1.00% | |
| 35 | PCTYPaylocity Corp | 42,035 | $7.3B | 0.96% | |
| 36 | PLMRPalomar Holdings | 112,842 | $7.3B | 0.95% | |
| 37 | AVLRUSDAvalara, Inc. | 99,347 | $7.0B | 0.92% | |
| 38 | FLYWFlywire Corporation | 386,416 | $6.8B | 0.89% | |
| 39 | ALNTAllied Motion Technologies | 296,244 | $6.8B | 0.88% | |
| 40 | LUNGPulmonx Corp | 453,098 | $6.7B | 0.87% | |
| 41 | WEAWestern Alliance Bancorp | 88,219 | $6.2B | 0.81% | |
| 42 | GOOGLAlphabet Inc-Cl A | 2,690 | $5.9B | 0.77% | |
| 43 | LSCCLattice Semiconductor Corp | 104,591 | $5.1B | 0.66% | |
| 44 | EWCZEuropean Wax Center Inc | 271,459 | $4.8B | 0.63% | |
| 45 | RDVTRed Violet | 250,016 | $4.8B | 0.62% | |
| 46 | VVisa Inc | 23,879 | $4.7B | 0.61% | |
| 47 | MAMASTERcARD, Inc. | 14,116 | $4.5B | 0.58% | |
| 48 | TCBXThird Coast Bancshares, inc. | 201,415 | $4.4B | 0.58% | |
| 49 | —Planet Labs PBC | 965,811 | $4.2B | 0.55% | |
| 50 | AORTArtivion, Inc | 215,203 | $4.1B | 0.53% | |
| 51 | SAIASaia Inc | 20,946 | $3.9B | 0.51% | |
| 52 | MTSIMACOM Technology Solutions Hol | 84,244 | $3.9B | 0.51% | |
| 53 | GLOBGlobant SA | 22,086 | $3.8B | 0.50% | |
| 54 | AMZNAmazon.Com | 36,182 | $3.8B | 0.50% | |
| 55 | OMGBPOutset Medical Inc. | 257,223 | $3.8B | 0.50% | |
| 56 | SWAVUSDShockwave Medical | 19,572 | $3.7B | 0.49% | |
| 57 | EWEdwards Lifesciences Corp | 37,027 | $3.5B | 0.46% | |
| 58 | APYXApyx Medical Corporation | 596,296 | $3.5B | 0.46% | |
| 59 | DAVAEndava Plc | 39,443 | $3.5B | 0.46% | |
| 60 | NVONOVO-Nordisk A/S Spons ADR | 31,206 | $3.5B | 0.45% | |
| 61 | TREXTrex Company Inc | 63,232 | $3.4B | 0.45% | |
| 62 | S9QSpirit Aerosystems Holdings, I | 117,095 | $3.4B | 0.45% | |
| 63 | FCXFreeport-McMoran Copper | 113,788 | $3.3B | 0.44% | |
| 64 | LULULululemon Athletica Inc | 12,158 | $3.3B | 0.43% | |
| 65 | CRDOCredo Technology Group Holding | 277,638 | $3.2B | 0.42% | |
| 66 | CYRXCryoport Inc | 103,060 | $3.2B | 0.42% | |
| 67 | INSPInspire Medical Systems Inc | 17,278 | $3.2B | 0.41% | |
| 68 | UNHUnitedhealth Group, Inc. | 6,011 | $3.1B | 0.40% | |
| 69 | BWBabcock & Wilcox | 503,474 | $3.0B | 0.40% | |
| 70 | FRPTFreshpet, Inc | 58,404 | $3.0B | 0.40% | |
| 71 | LNTHLantheus Holdings | 44,564 | $2.9B | 0.38% | |
| 72 | TWKSEURThoughtworks Holdings, Inc. | 207,163 | $2.9B | 0.38% | |
| 73 | FIVEFive Below | 24,989 | $2.8B | 0.37% | |
| 74 | PGNYProgyny Inc | 94,926 | $2.8B | 0.36% | |
| 75 | COSTCostco Wholesale Corp | 5,572 | $2.7B | 0.35% | |
| 76 | BABoeing Co | 19,458 | $2.7B | 0.35% | |
| 77 | TQJSignature Bank | 14,738 | $2.6B | 0.35% | |
| 78 | RPDRapid7 Inc | 39,161 | $2.6B | 0.34% | |
| 79 | DALDelta Air Lines Inc. | 83,571 | $2.4B | 0.32% | |
| 80 | BKNGBooking Holdings Inc | 1,338 | $2.3B | 0.31% | |
| 81 | CSGPCostar Group Inc | 34,766 | $2.1B | 0.27% | |
| 82 | TNDMTandem Diabetes Care Inc | 34,352 | $2.0B | 0.27% | |
| 83 | DEDeere & Co | 6,604 | $2.0B | 0.26% | |
| 84 | FANGDiamondback Energy Inc. | 16,030 | $1.9B | 0.25% | |
| 85 | AMDAdvanced Micro Devices | 24,338 | $1.9B | 0.24% | |
| 86 | DOCSDoximity, Inc. | 52,893 | $1.8B | 0.24% | |
| 87 | METAMeta Platforms, Inc. | 11,235 | $1.8B | 0.24% | |
| 88 | REGNRegeneron Pharmaceuticals | 2,772 | $1.6B | 0.21% | |
| 89 | CMGChipotle Mexican Grill | 1,060 | $1.4B | 0.18% | |
| 90 | SPNEUSDSeaSpine Holdings Corp | 237,866 | $1.3B | 0.18% | |
| 91 | ODFLOld Dominion Freight Line | 4,908 | $1.3B | 0.16% | |
| 92 | AIPArteris, Inc. | 172,362 | $1.2B | 0.16% | |
| 93 | NOWServiceNow Inc | 2,421 | $1.2B | 0.15% | |
| 94 | VICRVicor Corp | 19,752 | $1.1B | 0.14% | |
| 95 | CSXCSX Corp | 36,601 | $1.1B | 0.14% | |
| 96 | ABMDEURAbiomed Inc | 4,241 | $1.0B | 0.14% | |
| 97 | URIUnited Rentals Inc | 4,140 | $1.0B | 0.13% | |
| 98 | CATCaterpillar Inc | 5,446 | $973.0M | 0.13% | |
| 99 | DISWalt Disney Company (The) | 9,607 | $906.0M | 0.12% | |
| 100 | CRMSalesforce, Inc. | 5,205 | $859.0M | 0.11% |
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