NEXT CENTURY GROWTH INVESTORS LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1037.9T
Holdings
108
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATROAstronics Corp | 2,173,356 | $43.2T | 4.16% | |
| 2 | TMCITreace Medical Concepts | 1,581,634 | $40.5T | 3.90% | |
| 3 | VRRMVerra Mobility Corporation | 1,961,919 | $38.7T | 3.73% | |
| 4 | TMDXTransmedics Group Inc | 442,942 | $37.2T | 3.58% | |
| 5 | FLYWFlywire Corporation | 1,160,597 | $36.0T | 3.47% | |
| 6 | SIBNSI-BONE Inc | 1,294,347 | $34.9T | 3.36% | |
| 7 | ATECAlphatec Holdings Inc | 1,785,274 | $32.1T | 3.09% | |
| 8 | LGIHLGI Homes Inc | 229,452 | $31.0T | 2.98% | |
| 9 | KRUSKura Sushi USA Inc | 272,057 | $25.3T | 2.44% | |
| 10 | CELHCelsius Holdings | 168,268 | $25.1T | 2.42% | |
| 11 | PWRQuanta Services | 126,516 | $24.9T | 2.39% | |
| 12 | KIDSOrthopediatrics Corp | 561,348 | $24.6T | 2.37% | |
| 13 | KNSLKinsale Capital Group | 64,678 | $24.2T | 2.33% | |
| 14 | SILKSilk Road Medical | 739,915 | $24.0T | 2.32% | |
| 15 | RXSTRxSight Inc | 833,385 | $24.0T | 2.31% | |
| 16 | AXNX*Axonics Modulation Technology | 471,186 | $23.8T | 2.29% | |
| 17 | VERXVertex Inc | 1,118,093 | $21.8T | 2.10% | |
| 18 | NSSCNapco Security Technologies | 609,427 | $21.1T | 2.03% | |
| 19 | INTAIntapp | 399,365 | $16.7T | 1.61% | |
| 20 | SPTSprout Social | 323,332 | $14.9T | 1.44% | |
| 21 | AAPLApple Computer Inc | 76,175 | $14.8T | 1.42% | |
| 22 | PENPenumbra Inc. | 41,950 | $14.4T | 1.39% | |
| 23 | SAIASaia Inc | 41,612 | $14.2T | 1.37% | |
| 24 | RBCRBC Bearings Inc | 64,425 | $14.0T | 1.35% | |
| 25 | MSFTMicrosoft Corp. | 39,872 | $13.6T | 1.31% | |
| 26 | FRPTFreshpet | 202,939 | $13.4T | 1.29% | |
| 27 | LSCCLattice Semiconductor Corp | 137,682 | $13.2T | 1.27% | |
| 28 | AEHRAEHR Test Systems | 292,671 | $12.1T | 1.16% | |
| 29 | TCMDTactile Systems | 483,625 | $12.1T | 1.16% | |
| 30 | ESMTUSDEngagesmart Inc | 626,136 | $12.0T | 1.15% | |
| 31 | SNCYSun Country Airlines Holdings | 481,514 | $10.8T | 1.04% | |
| 32 | INSPInspire Medical Systems Inc | 32,862 | $10.7T | 1.03% | |
| 33 | JPXAerovironment | 102,874 | $10.5T | 1.01% | |
| 34 | OMGBPOutset Medical | 477,225 | $10.4T | 1.01% | |
| 35 | CXMSprinklr | 746,843 | $10.3T | 1.00% | |
| 36 | CRDOCredo Technology Group Holding | 546,964 | $9.5T | 0.91% | |
| 37 | AGYSAgilysys | 137,579 | $9.4T | 0.91% | |
| 38 | MTSIMACOM Technology Solutions Hol | 141,743 | $9.3T | 0.89% | |
| 39 | ASLEAersale Corporation | 626,906 | $9.2T | 0.89% | |
| 40 | MRTNMarten Transport | 427,137 | $9.2T | 0.88% | |
| 41 | PCTYPaylocity Corp | 49,487 | $9.1T | 0.88% | |
| 42 | SPSCSPS Commerce | 41,574 | $8.0T | 0.77% | |
| 43 | TELATela Bio, Inc. | 774,912 | $7.8T | 0.76% | |
| 44 | AVDXAvidxchange Holdings | 755,928 | $7.8T | 0.76% | |
| 45 | PLNTPlanet Fitness | 110,634 | $7.5T | 0.72% | |
| 46 | BILLBill Holdings Inc | 59,974 | $7.0T | 0.68% | |
| 47 | GOOGLAlphabet Inc-Cl A | 55,927 | $6.7T | 0.65% | |
| 48 | VTE1Asure Software | 519,024 | $6.3T | 0.61% | |
| 49 | PGNYProgyny Inc | 152,481 | $6.0T | 0.58% | |
| 50 | QTWOQ2 Holdings | 188,902 | $5.8T | 0.56% | |
| 51 | GLBEGlobal-E Online | 142,040 | $5.8T | 0.56% | |
| 52 | FIVNFive9 | 65,680 | $5.4T | 0.52% | |
| 53 | NVDANvidia Corporation | 12,152 | $5.1T | 0.50% | |
| 54 | ALNTAllied Motion Technologies | 124,766 | $5.0T | 0.48% | |
| 55 | HXLHexcel Corp | 64,787 | $4.9T | 0.47% | |
| 56 | EVLVEvolv Technologies | 810,458 | $4.9T | 0.47% | |
| 57 | LINDLindblad Expeditions Holding | 445,945 | $4.9T | 0.47% | |
| 58 | BABoeing Co | 22,949 | $4.8T | 0.47% | |
| 59 | RYANRyan Specialty Holdings | 107,923 | $4.8T | 0.47% | |
| 60 | SITMSitime Corp | 40,197 | $4.7T | 0.46% | |
| 61 | KNXKnight-Swift Transportation Ho | 80,233 | $4.5T | 0.43% | |
| 62 | CSGPCostar Group Inc | 49,921 | $4.4T | 0.43% | |
| 63 | AMZNAmazon.Com | 33,734 | $4.4T | 0.42% | |
| 64 | SYMSymbotic Inc | 102,379 | $4.4T | 0.42% | |
| 65 | FNAUSDParagon 28, Inc. | 229,672 | $4.1T | 0.39% | |
| 66 | WKWorkiva | 39,855 | $4.1T | 0.39% | |
| 67 | NVONOVO-Nordisk A/S Spons ADR | 24,565 | $4.0T | 0.38% | |
| 68 | INODInnodata Inc | 328,664 | $3.7T | 0.36% | |
| 69 | LLYEli Lilly and Company | 7,870 | $3.7T | 0.36% | |
| 70 | PRCTProcept Biorobotics | 103,650 | $3.7T | 0.35% | |
| 71 | ORLYO'Reilly Automotive Inc | 3,725 | $3.6T | 0.34% | |
| 72 | MAMastercard Inc | 8,973 | $3.5T | 0.34% | |
| 73 | VRTXVertex Pharmaceuticals | 9,909 | $3.5T | 0.34% | |
| 74 | ERIIEnergy Recovery | 123,808 | $3.5T | 0.33% | |
| 75 | VVisa Inc | 14,520 | $3.4T | 0.33% | |
| 76 | TYGOTigo Energy Inc | 183,824 | $3.4T | 0.33% | |
| 77 | DC4Dexcom Inc | 25,726 | $3.3T | 0.32% | |
| 78 | ODFLOld Dominion Freight Line | 8,797 | $3.3T | 0.31% | |
| 79 | COSTCostco Wholesale Corp | 5,514 | $3.0T | 0.29% | |
| 80 | APPFAppFolio Inc | 17,149 | $3.0T | 0.28% | |
| 81 | AMDAdvanced Micro Devices | 25,786 | $2.9T | 0.28% | |
| 82 | FCXFreeport-McMoran Copper | 71,440 | $2.9T | 0.28% | |
| 83 | UNHUnitedhealth Group, Inc. | 5,931 | $2.9T | 0.27% | |
| 84 | METAMeta Platforms, Inc. | 8,918 | $2.6T | 0.25% | |
| 85 | FNDFloor & Decor Holdings | 23,512 | $2.4T | 0.24% | |
| 86 | GDYNGrid Dynamics Holdings Inc. | 260,986 | $2.4T | 0.23% | |
| 87 | FTCIFTC Solar Inc | 717,426 | $2.3T | 0.22% | |
| 88 | 9KGNexTier Oilfield Solutions | 231,279 | $2.1T | 0.20% | |
| 89 | PRPermian Resrouces Corp | 183,432 | $2.0T | 0.19% | |
| 90 | TSLATesla Motors Inc | 7,474 | $2.0T | 0.19% | |
| 91 | EFTTechTarget | 56,949 | $1.8T | 0.17% | |
| 92 | MPWRMonolithic Power Systems, Inc | 3,084 | $1.7T | 0.16% | |
| 93 | DHID R Horton, Inc. | 11,899 | $1.4T | 0.14% | |
| 94 | PANWPalo Alto Networks | 5,635 | $1.4T | 0.14% | |
| 95 | PAYCPaycom Software Inc | 4,249 | $1.4T | 0.13% | |
| 96 | NOWServiceNow Inc | 2,399 | $1.3T | 0.13% | |
| 97 | FISVFiserv Inc | 10,477 | $1.3T | 0.13% | |
| 98 | ISRGIntuitive Surgical Inc. | 3,831 | $1.3T | 0.13% | |
| 99 | LULULululemon Athletica Inc | 3,404 | $1.3T | 0.12% | |
| 100 | CRMSalesforce, Inc. | 5,842 | $1.2T | 0.12% |
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