NEXT CENTURY GROWTH INVESTORS LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.3T
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATROAstronics Corp | 1,267,874 | $42.4B | 3.28% | |
| 2 | PAYPaymentus Holdings | 1,129,725 | $37.0B | 2.86% | |
| 3 | STRLSterling Infrastruture | 150,972 | $34.8B | 2.69% | |
| 4 | IRTCIRhythm Technologies | 224,863 | $34.6B | 2.67% | |
| 5 | UTIUniversal Technical Institute | 958,891 | $32.5B | 2.51% | |
| 6 | AORTArtivion Inc | 1,006,042 | $31.3B | 2.42% | |
| 7 | ALHCAlignment Healthcare | 2,171,649 | $30.4B | 2.35% | |
| 8 | PARPar Technology | 417,625 | $29.0B | 2.24% | |
| 9 | MYRGMYR Group Inc | 157,043 | $28.5B | 2.20% | |
| 10 | VCELVericel Corp | 668,649 | $28.5B | 2.20% | |
| 11 | XMTRXometry Inc | 772,593 | $26.1B | 2.02% | |
| 12 | ATECAlphatec Holdings Inc | 2,060,735 | $22.9B | 1.77% | |
| 13 | MTSIMACOM Technology Solutions Hol | 158,383 | $22.7B | 1.75% | |
| 14 | QTWOQ2 Holdings | 235,404 | $22.0B | 1.70% | |
| 15 | CDNACare Dx | 1,125,454 | $22.0B | 1.70% | |
| 16 | RBCRBC Bearings Inc | 56,514 | $21.7B | 1.68% | |
| 17 | LMBLimbach Holdings | 154,287 | $21.6B | 1.67% | |
| 18 | OLLIOllie's Bargain Outlet | 160,774 | $21.2B | 1.64% | |
| 19 | WGSGeneDx Holding Corp | 221,610 | $20.5B | 1.58% | |
| 20 | AVPTAvepoint Inc | 1,019,773 | $19.7B | 1.52% | |
| 21 | KNSLKinsale Capital Group | 40,356 | $19.5B | 1.51% | |
| 22 | MSFTMicrosoft Corp. | 39,247 | $19.5B | 1.51% | |
| 23 | NVDANvidia Corporation | 113,203 | $17.9B | 1.38% | |
| 24 | CRSCarpenter Technology | 61,712 | $17.1B | 1.32% | |
| 25 | LINCLincoln Educational Services | 719,945 | $16.6B | 1.28% | |
| 26 | EXLSExlservice Holdings Inc. | 377,818 | $16.5B | 1.28% | |
| 27 | BROSDutch Bros Inc | 238,202 | $16.3B | 1.26% | |
| 28 | TMDXTransmedics Group Inc | 119,756 | $16.0B | 1.24% | |
| 29 | ACVAACV Auctions | 962,921 | $15.6B | 1.21% | |
| 30 | SAIASaia Inc | 53,622 | $14.7B | 1.14% | |
| 31 | WAYWaystar Holdings | 353,623 | $14.5B | 1.12% | |
| 32 | AGXArgan Inc | 62,491 | $13.8B | 1.06% | |
| 33 | HQYHealthEquity | 129,465 | $13.6B | 1.05% | |
| 34 | ALKTAlkami Technology | 440,921 | $13.3B | 1.03% | |
| 35 | PENPenumbra | 49,742 | $12.8B | 0.99% | |
| 36 | AAPLApple Computer Inc | 61,706 | $12.7B | 0.98% | |
| 37 | AGYSAgilysys | 107,830 | $12.4B | 0.96% | |
| 38 | VERXVertex Inc | 331,383 | $11.7B | 0.90% | |
| 39 | AMZNAmazon.Com | 51,131 | $11.2B | 0.87% | |
| 40 | FTAIFTAI Aviation | 96,794 | $11.1B | 0.86% | |
| 41 | LSCCLattice Semiconductor Corp | 225,774 | $11.1B | 0.85% | |
| 42 | PRCTProcept Biorobotics | 189,185 | $10.9B | 0.84% | |
| 43 | SPRYARS Pharmaceuticals | 622,823 | $10.9B | 0.84% | |
| 44 | SITMSitime Corp | 50,385 | $10.7B | 0.83% | |
| 45 | OLOGBXOlo | 1,159,731 | $10.3B | 0.80% | |
| 46 | CYBRCyberark Software | 24,907 | $10.1B | 0.78% | |
| 47 | LOARLoar Holdings | 114,481 | $9.9B | 0.76% | |
| 48 | MIRMMirum Pharmaceuticals | 190,325 | $9.7B | 0.75% | |
| 49 | ELFELF Beauty | 73,732 | $9.2B | 0.71% | |
| 50 | PCTYPaylocity Corp | 49,741 | $9.0B | 0.70% | |
| 51 | SAROStandardAero Inc | 278,627 | $8.8B | 0.68% | |
| 52 | COHRCoherent Corp | 98,285 | $8.8B | 0.68% | |
| 53 | ORNOrion Group Holdings | 932,908 | $8.5B | 0.65% | |
| 54 | GLDDGreat Lakes Dredge & Doc | 648,290 | $7.9B | 0.61% | |
| 55 | CRDOCredo Technology Group Holding | 84,785 | $7.9B | 0.61% | |
| 56 | MAMAMama's Creations | 918,394 | $7.6B | 0.59% | |
| 57 | PTBPotbelly Corporation | 603,003 | $7.4B | 0.57% | |
| 58 | CWANClearwater Analytics Holdings | 325,680 | $7.1B | 0.55% | |
| 59 | SEMRSEMrush Holdings | 775,997 | $7.0B | 0.54% | |
| 60 | AVGOBroadcom | 25,194 | $6.9B | 0.54% | |
| 61 | SNOWSnowflake Inc | 30,905 | $6.9B | 0.53% | |
| 62 | INTAIntapp | 133,271 | $6.9B | 0.53% | |
| 63 | BABoeing Co | 32,051 | $6.7B | 0.52% | |
| 64 | NFLXNetflix.com | 4,997 | $6.7B | 0.52% | |
| 65 | BYByline Bancorp | 247,810 | $6.6B | 0.51% | |
| 66 | GSGoldman Sachs Group Com | 9,350 | $6.6B | 0.51% | |
| 67 | VCYTVeracyte Inc | 242,774 | $6.6B | 0.51% | |
| 68 | WINGWingstop | 19,326 | $6.5B | 0.50% | |
| 69 | CELHCelsius Holdings | 136,815 | $6.3B | 0.49% | |
| 70 | SKWDSkyward Specialy Insurance Gro | 108,809 | $6.3B | 0.49% | |
| 71 | TTANServiceTitan | 58,567 | $6.3B | 0.49% | |
| 72 | WEAWestern Alliance Bancorp | 80,125 | $6.2B | 0.48% | |
| 73 | PNFPPinnacle Financial | 56,436 | $6.2B | 0.48% | |
| 74 | COSTCostco Wholesale Corp | 6,244 | $6.2B | 0.48% | |
| 75 | HWMHowmet Aerospace | 33,112 | $6.2B | 0.48% | |
| 76 | BSXBoston Scientific Corp | 54,495 | $5.9B | 0.45% | |
| 77 | BOWBowhead Specialty Holdings | 153,411 | $5.8B | 0.44% | |
| 78 | GDYNGrid Dynamics Holdings Inc. | 488,114 | $5.6B | 0.44% | |
| 79 | GLBEGlobal-E Online | 167,172 | $5.6B | 0.43% | |
| 80 | KNXKnight-Swift Transportation Ho | 126,617 | $5.6B | 0.43% | |
| 81 | GSHDGoosehead Insurance | 51,487 | $5.4B | 0.42% | |
| 82 | VRTVertiv Holdings | 41,859 | $5.4B | 0.42% | |
| 83 | PGRProgressive Corp | 19,439 | $5.2B | 0.40% | |
| 84 | TWFGTWFG Inc | 144,398 | $5.1B | 0.39% | |
| 85 | INODInnodata Inc | 97,245 | $5.0B | 0.38% | |
| 86 | ASICAtegrity Specialty Holdings | 230,145 | $5.0B | 0.38% | |
| 87 | BLNDBlend Labs | 1,497,059 | $4.9B | 0.38% | |
| 88 | BLFSBiolife Solutions | 228,790 | $4.9B | 0.38% | |
| 89 | SIBNSI-BONE Inc | 256,345 | $4.8B | 0.37% | |
| 90 | 3TYTitan Machinery | 240,052 | $4.8B | 0.37% | |
| 91 | CVLGCovenant Logistics Group | 193,383 | $4.7B | 0.36% | |
| 92 | BWBBridgewater Bancshares | 286,741 | $4.6B | 0.35% | |
| 93 | METAMeta Platforms, Inc. | 6,063 | $4.5B | 0.35% | |
| 94 | FROGJFrog | 99,876 | $4.4B | 0.34% | |
| 95 | NOWServiceNow Inc | 4,246 | $4.4B | 0.34% | |
| 96 | TSLATesla Motors Inc | 12,426 | $3.9B | 0.30% | |
| 97 | GOOGLAlphabet Inc-Cl A | 21,948 | $3.9B | 0.30% | |
| 98 | AIPArteris | 397,169 | $3.8B | 0.29% | |
| 99 | CBLLCeribell | 199,082 | $3.7B | 0.29% | |
| 100 | VVisa Inc | 9,437 | $3.4B | 0.26% |
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