NEXT CENTURY GROWTH INVESTORS LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.0B

Holdings

108

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (108 positions)

#	Stock	Shares	Value	% Portfolio
1	ATROAstronics Corp	2,173,356	$43.0M	4.14%
2	TMCITreace Medical Concepts	1,581,634	$40.0M	3.85%
3	VRRMVerra Mobility Corporation	1,961,919	$38.0M	3.66%
4	TMDXTransmedics Group Inc	442,942	$37.0M	3.56%
5	FLYWFlywire Corporation	1,160,597	$36.0M	3.47%
6	SIBNSI-BONE Inc	1,294,347	$34.0M	3.28%
7	ATECAlphatec Holdings Inc	1,785,274	$32.0M	3.08%
8	LGIHLGI Homes Inc	229,452	$30.0M	2.89%
9	CELHCelsius Holdings	168,268	$25.0M	2.41%
10	KRUSKura Sushi USA Inc	272,057	$25.0M	2.41%
11	KNSLKinsale Capital Group	64,678	$24.0M	2.31%
12	KIDSOrthopediatrics Corp	561,348	$24.0M	2.31%
13	PWRQuanta Services	126,516	$24.0M	2.31%
14	RXSTRxSight Inc	833,385	$24.0M	2.31%
15	SILKSilk Road Medical	739,915	$24.0M	2.31%
16	AXNX*Axonics Modulation Technology	471,186	$23.0M	2.22%
17	NSSCNapco Security Technologies	609,427	$21.0M	2.02%
18	VERXVertex Inc	1,118,093	$21.0M	2.02%
19	INTAIntapp	399,365	$16.0M	1.54%
20	SPTSprout Social	323,332	$14.0M	1.35%
21	SAIASaia Inc	41,612	$14.0M	1.35%
22	RBCRBC Bearings Inc	64,425	$14.0M	1.35%
23	AAPLApple Computer Inc	76,175	$14.0M	1.35%
24	PENPenumbra Inc.	41,950	$14.0M	1.35%
25	FRPTFreshpet	202,939	$13.0M	1.25%
26	LSCCLattice Semiconductor Corp	137,682	$13.0M	1.25%
27	MSFTMicrosoft Corp.	39,872	$13.0M	1.25%
28	TCMDTactile Systems	483,625	$12.0M	1.16%
29	AEHRAEHR Test Systems	292,671	$12.0M	1.16%
30	ESMTUSDEngagesmart Inc	626,136	$11.0M	1.06%
31	JPXAerovironment	102,874	$10.0M	0.96%
32	CXMSprinklr	746,843	$10.0M	0.96%
33	SNCYSun Country Airlines Holdings	481,514	$10.0M	0.96%
34	INSPInspire Medical Systems Inc	32,862	$10.0M	0.96%
35	OMGBPOutset Medical	477,225	$10.0M	0.96%
36	CRDOCredo Technology Group Holding	546,964	$9.0M	0.87%
37	MRTNMarten Transport	427,137	$9.0M	0.87%
38	ASLEAersale Corporation	626,906	$9.0M	0.87%
39	AGYSAgilysys	137,579	$9.0M	0.87%
40	PCTYPaylocity Corp	49,487	$9.0M	0.87%
41	MTSIMACOM Technology Solutions Hol	141,743	$9.0M	0.87%
42	BILLBill Holdings Inc	59,974	$7.0M	0.67%
43	AVDXAvidxchange Holdings	755,928	$7.0M	0.67%
44	PLNTPlanet Fitness	110,634	$7.0M	0.67%
45	SPSCSPS Commerce	41,574	$7.0M	0.67%
46	TELATela Bio, Inc.	774,912	$7.0M	0.67%
47	VTE1Asure Software	519,024	$6.0M	0.58%
48	GOOGLAlphabet Inc-Cl A	55,927	$6.0M	0.58%
49	NVDANvidia Corporation	12,152	$5.0M	0.48%
50	GLBEGlobal-E Online	142,040	$5.0M	0.48%
51	QTWOQ2 Holdings	188,902	$5.0M	0.48%
52	FIVNFive9	65,680	$5.0M	0.48%
53	PGNYProgyny Inc	152,481	$5.0M	0.48%
54	WKWorkiva	39,855	$4.0M	0.39%
55	EVLVEvolv Technologies	810,458	$4.0M	0.39%
56	FNAUSDParagon 28, Inc.	229,672	$4.0M	0.39%
57	CSGPCostar Group Inc	49,921	$4.0M	0.39%
58	KNXKnight-Swift Transportation Ho	80,233	$4.0M	0.39%
59	SYMSymbotic Inc	102,379	$4.0M	0.39%
60	LINDLindblad Expeditions Holding	445,945	$4.0M	0.39%
61	HXLHexcel Corp	64,787	$4.0M	0.39%
62	AMZNAmazon.Com	33,734	$4.0M	0.39%
63	BABoeing Co	22,949	$4.0M	0.39%
64	RYANRyan Specialty Holdings	107,923	$4.0M	0.39%
65	SITMSitime Corp	40,197	$4.0M	0.39%
66	ALNTAllied Motion Technologies	124,766	$4.0M	0.39%
67	NVONOVO-Nordisk A/S Spons ADR	24,565	$3.0M	0.29%
68	VVisa Inc	14,520	$3.0M	0.29%
69	DC4Dexcom Inc	25,726	$3.0M	0.29%
70	ODFLOld Dominion Freight Line	8,797	$3.0M	0.29%
71	MAMastercard Inc	8,973	$3.0M	0.29%
72	LLYEli Lilly and Company	7,870	$3.0M	0.29%
73	TYGOTigo Energy Inc	183,824	$3.0M	0.29%
74	INODInnodata Inc	328,664	$3.0M	0.29%
75	ERIIEnergy Recovery	123,808	$3.0M	0.29%
76	VRTXVertex Pharmaceuticals	9,909	$3.0M	0.29%
77	PRCTProcept Biorobotics	103,650	$3.0M	0.29%
78	PRPermian Resrouces Corp	183,432	$2.0M	0.19%
79	UNHUnitedhealth Group, Inc.	5,931	$2.0M	0.19%
80	FTCIFTC Solar Inc	717,426	$2.0M	0.19%
81	METAMeta Platforms, Inc.	8,918	$2.0M	0.19%
82	9KGNexTier Oilfield Solutions	231,279	$2.0M	0.19%
83	FCXFreeport-McMoran Copper	71,440	$2.0M	0.19%
84	APPFAppFolio Inc	17,149	$2.0M	0.19%
85	GDYNGrid Dynamics Holdings Inc.	260,986	$2.0M	0.19%
86	AMDAdvanced Micro Devices	25,786	$2.0M	0.19%
87	COSTCostco Wholesale Corp	5,514	$2.0M	0.19%
88	FNDFloor & Decor Holdings	23,512	$2.0M	0.19%
89	PANWPalo Alto Networks	5,635	$1.0M	0.10%
90	FISVFiserv Inc	10,477	$1.0M	0.10%
91	DHID R Horton, Inc.	11,899	$1.0M	0.10%
92	NOWServiceNow Inc	2,399	$1.0M	0.10%
93	MPWRMonolithic Power Systems, Inc	3,084	$1.0M	0.10%
94	ISRGIntuitive Surgical Inc.	3,831	$1.0M	0.10%
95	PAYCPaycom Software Inc	4,249	$1.0M	0.10%
96	EFTTechTarget	56,949	$1.0M	0.10%
97	URIUnited Rentals Inc	2,746	$1.0M	0.10%
98	LULULululemon Athletica Inc	3,404	$1.0M	0.10%
99	CRMSalesforce, Inc.	5,842	$1.0M	0.10%
100	TSLATesla Motors Inc	7,474	$1.0M	0.10%

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