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)

#StockSharesValue% PortfolioType
101
PWRQuanta Services
8,790$3.3B0.26%
102
SHOPShopify Inc
27,444$3.2B0.24%
103
KRUSKura Sushi USA
36,364$3.1B0.24%
104
AXONAxon Enterprise
3,706$3.1B0.24%
105
APPApplovin
8,320$2.9B0.23%
106
MPTIM-Tron Industries
68,777$2.9B0.22%
107
MAMastercard Inc
5,035$2.8B0.22%
108
ARMArm Holdings
16,924$2.7B0.21%
109
GWREGuidewire Software
11,542$2.7B0.21%
110
TYLTyler Technologies
4,327$2.6B0.20%
111
KRNTKornit Digital Ltd
119,821$2.4B0.18%
112
SPOTSpotify Technology
3,040$2.3B0.18%
113
CATCaterpillar
5,005$1.9B0.15%
114
ISRGIntuitive Surgical Inc.
3,526$1.9B0.15%
115
WEAVWeave Communications
229,306$1.9B0.15%
116
CVNACarvana
5,557$1.9B0.14%
117
TEAMAtlassian Corp
9,097$1.8B0.14%
118
TOSTToast
40,511$1.8B0.14%
119
OWLTOwlet Inc
196,817$1.7B0.13%
120
PALProficient Auto Logistics
222,465$1.6B0.12%
121
CRMSalesforce
5,692$1.6B0.12%
122
CRWDCrowdstrike Holdings Inc
1,941$988.6M0.08%
123
MPTI/WSM-Tron Industries - Warrants
70,606$73.2M0.01%
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