NEXT CENTURY GROWTH INVESTORS LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1204.1T
Holdings
122
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMDXTransmedics Group Inc | 336,397 | $50.7T | 4.21% | |
| 2 | ATROAstronics Corp | 2,373,103 | $47.5T | 3.95% | |
| 3 | VRRMVerra Mobility Corporation | 1,517,021 | $41.3T | 3.43% | |
| 4 | NSSCNapco Security Technologies | 783,449 | $40.7T | 3.38% | |
| 5 | TNDMTandem Diabetes Care | 914,370 | $36.8T | 3.06% | |
| 6 | QTWOQ2 Holdings | 556,599 | $33.6T | 2.79% | |
| 7 | JPXAerovironment | 182,238 | $33.2T | 2.76% | |
| 8 | RXSTRxSight Inc | 528,296 | $31.8T | 2.64% | |
| 9 | VERXVertex Inc | 848,394 | $30.6T | 2.54% | |
| 10 | FRPTFreshpet | 208,545 | $27.0T | 2.24% | |
| 11 | PAYPaymentus Holdings | 1,309,566 | $24.9T | 2.07% | |
| 12 | MTSIMACOM Technology Solutions Hol | 211,955 | $23.6T | 1.96% | |
| 13 | SAIASaia Inc | 48,254 | $22.9T | 1.90% | |
| 14 | FLYWFlywire Corporation | 1,301,768 | $21.3T | 1.77% | |
| 15 | KNSLKinsale Capital Group | 52,419 | $20.2T | 1.68% | |
| 16 | MSFTMicrosoft Corp. | 43,082 | $19.3T | 1.60% | |
| 17 | AGYSAgilysys | 183,010 | $19.1T | 1.58% | |
| 18 | VCELVericel Corp | 388,778 | $17.8T | 1.48% | |
| 19 | PARPar Technology | 365,121 | $17.2T | 1.43% | |
| 20 | ATECAlphatec Holdings Inc | 1,594,313 | $16.7T | 1.38% | |
| 21 | NVDANvidia Corporation | 133,930 | $16.5T | 1.37% | |
| 22 | MYRGMYR Group Inc | 117,276 | $15.9T | 1.32% | |
| 23 | NTRANatera Inc | 142,013 | $15.4T | 1.28% | |
| 24 | SPSCSPS Commerce | 78,355 | $14.7T | 1.22% | |
| 25 | PRCTProcept Biorobotics | 239,591 | $14.6T | 1.22% | |
| 26 | HXLHexcel Corp | 233,247 | $14.6T | 1.21% | |
| 27 | CELHCelsius Holdings | 253,391 | $14.5T | 1.20% | |
| 28 | AAPLApple Computer Inc | 67,795 | $14.3T | 1.19% | |
| 29 | INODInnodata Inc | 893,727 | $13.3T | 1.10% | |
| 30 | CYBRCyberark Software | 47,954 | $13.1T | 1.09% | |
| 31 | QNSTQuinstreet Inc | 766,385 | $12.7T | 1.06% | |
| 32 | GOOGLAlphabet Inc-Cl A | 67,384 | $12.3T | 1.02% | |
| 33 | COHRCoherent Corp | 166,862 | $12.1T | 1.00% | |
| 34 | ALKTAlkami Technology | 421,588 | $12.0T | 1.00% | |
| 35 | RBCRBC Bearings Inc | 43,555 | $11.8T | 0.98% | |
| 36 | AMZNAmazon.Com | 60,154 | $11.6T | 0.97% | |
| 37 | EXLSExlservice Holdings Inc. | 356,747 | $11.2T | 0.93% | |
| 38 | MEDPMedpace Holdings | 26,632 | $11.0T | 0.91% | |
| 39 | SIBNSI-BONE Inc | 845,421 | $10.9T | 0.91% | |
| 40 | SDHCSmith Douglas Homes | 463,834 | $10.8T | 0.90% | |
| 41 | CRDOCredo Technology Group Holding | 336,260 | $10.7T | 0.89% | |
| 42 | ACVAACV Auctions | 577,700 | $10.5T | 0.88% | |
| 43 | SEMRSEMrush Holdings | 732,743 | $9.8T | 0.81% | |
| 44 | LGIHLGI Homes Inc | 108,985 | $9.8T | 0.81% | |
| 45 | ENFNEnfusion | 1,121,623 | $9.6T | 0.79% | |
| 46 | APPFAppFolio Inc | 38,052 | $9.3T | 0.77% | |
| 47 | GWREGuidewire Software | 66,477 | $9.2T | 0.76% | |
| 48 | FTAIFTAI Aviation | 84,762 | $8.7T | 0.73% | |
| 49 | KRUSKura Sushi USA Inc | 127,739 | $8.1T | 0.67% | |
| 50 | USAPUniversal Stainless and Alloy | 293,181 | $8.0T | 0.67% | |
| 51 | MRTNMarten Transport | 432,474 | $8.0T | 0.66% | |
| 52 | METAMeta Platforms, Inc. | 14,578 | $7.4T | 0.61% | |
| 53 | BROSDutch Bros Inc | 168,304 | $7.0T | 0.58% | |
| 54 | PGNYProgyny Inc | 237,238 | $6.8T | 0.56% | |
| 55 | LOARLoar Holdings | 124,967 | $6.7T | 0.55% | |
| 56 | MNDYMonday.com | 26,070 | $6.3T | 0.52% | |
| 57 | LLYEli Lilly and Company | 6,848 | $6.2T | 0.51% | |
| 58 | CAVACAVA Group | 66,375 | $6.2T | 0.51% | |
| 59 | STRLSterling Infrastruture | 51,678 | $6.1T | 0.51% | |
| 60 | LSCCLattice Semiconductor Corp | 101,116 | $5.9T | 0.49% | |
| 61 | CWANClearwater Analytics Holdings | 313,534 | $5.8T | 0.48% | |
| 62 | BOWBowhead Specialty Holdings | 228,353 | $5.8T | 0.48% | |
| 63 | COSTCostco Wholesale Corp | 6,083 | $5.2T | 0.43% | |
| 64 | ARCBArcbest Corporation | 48,276 | $5.2T | 0.43% | |
| 65 | CSTLCastle Biosciences | 236,830 | $5.2T | 0.43% | |
| 66 | GDYNGrid Dynamics Holdings Inc. | 484,603 | $5.1T | 0.42% | |
| 67 | INTAIntapp | 137,194 | $5.0T | 0.42% | |
| 68 | FIVNFive9 | 110,432 | $4.9T | 0.40% | |
| 69 | TCMDTactile Systems | 385,956 | $4.6T | 0.38% | |
| 70 | KIDSOrthopediatrics Corp | 157,746 | $4.5T | 0.38% | |
| 71 | NOWServiceNow Inc | 5,685 | $4.5T | 0.37% | |
| 72 | ORNOrion Group Holdings | 468,742 | $4.5T | 0.37% | |
| 73 | MAMAMama's Creations | 658,842 | $4.4T | 0.37% | |
| 74 | BABoeing Co | 23,834 | $4.3T | 0.36% | |
| 75 | VVisa Inc | 16,007 | $4.2T | 0.35% | |
| 76 | NEONeogenomics Inc | 293,380 | $4.1T | 0.34% | |
| 77 | AORTArtivion Inc | 157,195 | $4.0T | 0.33% | |
| 78 | AMDAdvanced Micro Devices | 24,849 | $4.0T | 0.33% | |
| 79 | LINCLincoln Educational Services | 331,584 | $3.9T | 0.33% | |
| 80 | MAMastercard Inc | 8,847 | $3.9T | 0.32% | |
| 81 | GLBEGlobal-E Online | 107,597 | $3.9T | 0.32% | |
| 82 | DC4Dexcom Inc | 32,811 | $3.7T | 0.31% | |
| 83 | VRTVertiv Holdings | 42,945 | $3.7T | 0.31% | |
| 84 | PWRQuanta Services | 14,398 | $3.7T | 0.30% | |
| 85 | GSGoldman Sachs Group Com | 8,025 | $3.6T | 0.30% | |
| 86 | VRTXVertex Pharmaceuticals | 7,697 | $3.6T | 0.30% | |
| 87 | CRWDCrowdstrike Holdings Inc | 9,413 | $3.6T | 0.30% | |
| 88 | FROGJFrog | 95,504 | $3.6T | 0.30% | |
| 89 | ODFLOld Dominion Freight Line | 19,404 | $3.4T | 0.28% | |
| 90 | AAONAaon Inc | 38,784 | $3.4T | 0.28% | |
| 91 | VCYTVeracyte Inc | 147,879 | $3.2T | 0.27% | |
| 92 | NFLXNetflix.com | 4,725 | $3.2T | 0.26% | |
| 93 | UTIUniversal Technical Institute | 198,372 | $3.1T | 0.26% | |
| 94 | PENPenumbra Inc. | 17,299 | $3.1T | 0.26% | |
| 95 | FWRGFirst Watch Restaurant Group | 174,617 | $3.1T | 0.25% | |
| 96 | ADBEAdobe Inc. | 5,426 | $3.0T | 0.25% | |
| 97 | ARMArm Holdings | 18,303 | $3.0T | 0.25% | |
| 98 | PANWPalo Alto Networks | 8,562 | $2.9T | 0.24% | |
| 99 | FNDFloor & Decor Holdings | 29,012 | $2.9T | 0.24% | |
| 100 | PGRProgressive Corp | 13,672 | $2.8T | 0.24% |
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