NEXT CENTURY GROWTH INVESTORS LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$833.7B
Holdings
146
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KNSLKinsale Capital Group | 572,770 | $24.7B | 2.97% | |
| 2 | USCRUS Concrete | 299,432 | $22.8B | 2.74% | |
| 3 | QUOTUSDQuotient Technology Inc | 1,435,349 | $22.5B | 2.69% | |
| 4 | NEONeogenomics Inc | 1,964,976 | $21.9B | 2.62% | |
| 5 | IRTCIRhythm Technologies | 413,855 | $21.5B | 2.58% | |
| 6 | —Boingo Wireless Inc | 913,967 | $19.5B | 2.34% | |
| 7 | NMIHNMI Holdings | 1,446,016 | $17.9B | 2.15% | |
| 8 | ABMDEURAbiomed Inc | 105,764 | $17.8B | 2.14% | |
| 9 | MKTXMarketaxess Holdings Inc | 94,296 | $17.4B | 2.09% | |
| 10 | GVAGranite Construction Inc | 295,354 | $17.1B | 2.05% | |
| 11 | LGIHLGI Homes Inc. | 344,008 | $16.7B | 2.00% | |
| 12 | COHREURCoherent, Inc. | 70,056 | $16.5B | 1.98% | |
| 13 | CSGPCostar Group Inc | 60,566 | $16.2B | 1.95% | |
| 14 | KNXKnight-Swift Transportation Ho | 361,941 | $15.0B | 1.80% | |
| 15 | —Stamps.com, Inc. | 72,876 | $14.8B | 1.77% | |
| 16 | HQYHealthEquity Inc. | 279,049 | $14.1B | 1.69% | |
| 17 | ABCBAmeris Bancorp | 276,445 | $13.3B | 1.59% | |
| 18 | AXGNAxogen Inc | 656,766 | $12.7B | 1.52% | |
| 19 | PWRQuanta Services, Inc. | 338,809 | $12.7B | 1.52% | |
| 20 | LGNDLigand Pharmaceuticals | 90,152 | $12.3B | 1.47% | |
| 21 | FIVNFive9, Inc. | 509,391 | $12.2B | 1.46% | |
| 22 | EXPEagle Materials Inc | 111,208 | $11.9B | 1.42% | |
| 23 | ODFLOld Dominion Freight Line | 107,518 | $11.8B | 1.42% | |
| 24 | RBCRBC Bearings | 91,797 | $11.5B | 1.38% | |
| 25 | —Accelerate Diagnostics Inc | 505,633 | $11.4B | 1.36% | |
| 26 | CGNXCognex Corporation | 100,966 | $11.1B | 1.34% | |
| 27 | —Talend SA- ADR | 267,198 | $10.9B | 1.31% | |
| 28 | MRTNMarten Transport | 493,624 | $10.1B | 1.22% | |
| 29 | TCMDTactile Systems Technology | 316,295 | $9.8B | 1.17% | |
| 30 | 7SUSummit Materials Inc | 294,587 | $9.4B | 1.13% | |
| 31 | SLMSLM Corporation | 755,469 | $8.7B | 1.04% | |
| 32 | CHGGChegg Inc | 576,327 | $8.6B | 1.03% | |
| 33 | IBTXUSDIndependent Bank Group | 132,921 | $8.0B | 0.96% | |
| 34 | EXASExact Sciences Corp | 166,130 | $7.8B | 0.94% | |
| 35 | —2U Inc | 131,956 | $7.4B | 0.89% | |
| 36 | BOXBox Inc. | 377,516 | $7.3B | 0.87% | |
| 37 | GKOSGlaukos Corp | 216,192 | $7.1B | 0.86% | |
| 38 | PRIMPrimoris Services Corp | 234,987 | $6.9B | 0.83% | |
| 39 | MPWRMonolithic Power Systems, Inc | 62,837 | $6.7B | 0.80% | |
| 40 | ASTEAstec Industries | 119,474 | $6.7B | 0.80% | |
| 41 | CVLGCovenant Transport Group | 228,520 | $6.6B | 0.79% | |
| 42 | —USA Technologies | 1,023,462 | $6.4B | 0.77% | |
| 43 | EVBGEUREverbridge Inc. | 241,643 | $6.4B | 0.77% | |
| 44 | —K2M Group Holdings Inc | 297,000 | $6.3B | 0.76% | |
| 45 | GWREGuidewire Software | 78,842 | $6.1B | 0.74% | |
| 46 | ATSG*Air Transport Services Group | 249,507 | $6.1B | 0.73% | |
| 47 | WIXWix.com Ltd | 82,802 | $5.9B | 0.71% | |
| 48 | —Ellie Mae Inc | 71,656 | $5.9B | 0.71% | |
| 49 | HUBSHubSpot Inc | 69,918 | $5.9B | 0.70% | |
| 50 | TREXTrex Company Inc | 64,740 | $5.8B | 0.70% | |
| 51 | PENPenumbra INc. | 63,941 | $5.8B | 0.69% | |
| 52 | AMWDAmerican Woodmark Corp | 59,557 | $5.7B | 0.69% | |
| 53 | DYDycom Industries, Inc | 66,655 | $5.7B | 0.69% | |
| 54 | ANGI1EURAngi Homeservices Inc | 438,785 | $5.5B | 0.66% | |
| 55 | EPAMEpam Systems | 61,215 | $5.4B | 0.65% | |
| 56 | INGNInogen Inc | 56,180 | $5.3B | 0.64% | |
| 57 | AMZNAmazon.Com | 5,496 | $5.3B | 0.63% | |
| 58 | PODDInsulet Corp | 95,652 | $5.3B | 0.63% | |
| 59 | PFPTProofpoint Inc. | 58,691 | $5.1B | 0.61% | |
| 60 | —Ultimate Software Group Inc. | 26,615 | $5.0B | 0.61% | |
| 61 | METAFacebook Inc | 28,718 | $4.9B | 0.59% | |
| 62 | AERIEURAerie Pharmaceuticals inc | 100,887 | $4.9B | 0.59% | |
| 63 | MAMASTERcARD, Inc. | 31,802 | $4.5B | 0.54% | |
| 64 | ADBEAdobe Systems Inc | 29,642 | $4.4B | 0.53% | |
| 65 | VVisa Inc | 40,778 | $4.3B | 0.51% | |
| 66 | GSGoldman Sachs Group Com | 17,546 | $4.2B | 0.50% | |
| 67 | BYByline Bancorp | 190,950 | $4.1B | 0.49% | |
| 68 | URIUnited Rentals Inc | 28,845 | $4.0B | 0.48% | |
| 69 | EFTTechTarget | 331,657 | $4.0B | 0.47% | |
| 70 | GOOGAlphabet Inc-CL C | 3,907 | $3.7B | 0.45% | |
| 71 | MSFTMicrosoft Corp. | 49,008 | $3.6B | 0.44% | |
| 72 | CELGCelgene Corporation | 24,696 | $3.6B | 0.43% | |
| 73 | —Goldfield Corp | 570,336 | $3.6B | 0.43% | |
| 74 | XYZSquare Inc | 124,287 | $3.6B | 0.43% | |
| 75 | VRAYQViewray Inc. | 615,472 | $3.5B | 0.43% | |
| 76 | USAPUniversal Stainless & Alloy | 166,666 | $3.5B | 0.42% | |
| 77 | CITCintas Corp | 24,042 | $3.5B | 0.42% | |
| 78 | AAPLApple Computer Inc | 21,991 | $3.4B | 0.41% | |
| 79 | UNPUnion Pacific Corp | 28,885 | $3.3B | 0.40% | |
| 80 | —Mimecast Ltd | 116,190 | $3.3B | 0.40% | |
| 81 | —A.S.V. LLC | 402,339 | $3.3B | 0.39% | |
| 82 | KINSKingstone Cos Inc | 198,924 | $3.2B | 0.39% | |
| 83 | FDXFedex Corporation | 14,236 | $3.2B | 0.39% | |
| 84 | HZOMarinemax Inc | 190,365 | $3.1B | 0.38% | |
| 85 | AMDAdvanced Micro Devices | 243,023 | $3.1B | 0.37% | |
| 86 | EWEdwards Lifesciences Corp | 28,256 | $3.1B | 0.37% | |
| 87 | BKNGPriceline Group Inc. (The) | 1,674 | $3.1B | 0.37% | |
| 88 | UNHUnitedhealth Group, Inc. | 15,600 | $3.1B | 0.37% | |
| 89 | INTUIntuit | 21,219 | $3.0B | 0.36% | |
| 90 | LF2Pacific Premier Bancorp Inc | 79,865 | $3.0B | 0.36% | |
| 91 | VMCVulcan Materials Co | 25,074 | $3.0B | 0.36% | |
| 92 | AFWAlign Technology Inc | 15,707 | $2.9B | 0.35% | |
| 93 | LMBLimbach Holdings INc | 208,696 | $2.8B | 0.34% | |
| 94 | GOOGLAlphabet Inc-Cl A | 2,823 | $2.7B | 0.33% | |
| 95 | —Primo Water Corp | 227,145 | $2.7B | 0.32% | |
| 96 | ISRGIntuitive Surgical Inc. | 2,568 | $2.7B | 0.32% | |
| 97 | TWITitan International | 256,611 | $2.6B | 0.31% | |
| 98 | PGRProgressive Corp | 52,040 | $2.5B | 0.30% | |
| 99 | —Mindbody Inc | 97,225 | $2.5B | 0.30% | |
| 100 | WYNNWynn Resorts | 16,433 | $2.4B | 0.29% |
Page 1 of 2Next