NEXT CENTURY GROWTH INVESTORS LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$862.3B
Holdings
133
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CDNACareDx | 1,125,433 | $32.5B | 3.77% | |
| 2 | KNSLKinsale Capital Group | 472,030 | $30.1B | 3.50% | |
| 3 | TCMDTactile Systems Technology | 352,690 | $25.1B | 2.91% | |
| 4 | —Boingo Wireless Inc | 711,854 | $24.8B | 2.88% | |
| 5 | EFTTechTarget | 1,108,502 | $21.5B | 2.50% | |
| 6 | IMXIInternational Money Express In | 1,408,415 | $16.9B | 1.96% | |
| 7 | HQYHealthEquity Inc. | 168,026 | $15.9B | 1.84% | |
| 8 | RBCRBC Bearings | 102,916 | $15.5B | 1.79% | |
| 9 | EVBGEUREverbridge Inc. | 256,644 | $14.8B | 1.72% | |
| 10 | GSHDGoosehead Insurance Inc. | 430,125 | $14.6B | 1.69% | |
| 11 | HOMEAt Home Group Inc | 458,795 | $14.5B | 1.68% | |
| 12 | —Accelerate Diagnostics Inc | 607,067 | $13.9B | 1.62% | |
| 13 | —Echo Global Logistics Inc. | 402,863 | $12.5B | 1.45% | |
| 14 | LGNDLigand Pharmaceuticals | 45,358 | $12.4B | 1.44% | |
| 15 | ODFLOld Dominion Freight Line | 75,898 | $12.2B | 1.42% | |
| 16 | —SendGrid, Inc. | 327,998 | $12.1B | 1.40% | |
| 17 | ANGI1EURAngi Homeservices Inc | 510,642 | $12.0B | 1.39% | |
| 18 | —USA Technologies | 1,664,883 | $12.0B | 1.39% | |
| 19 | PLNTPlanet Fitness | 214,343 | $11.6B | 1.34% | |
| 20 | OLLIOllie's Bargain Outlet | 119,864 | $11.5B | 1.34% | |
| 21 | PWRQuanta Services, Inc. | 340,371 | $11.4B | 1.32% | |
| 22 | ESNTEssent Group Ltd | 253,681 | $11.2B | 1.30% | |
| 23 | DYDycom Industries, Inc | 132,639 | $11.2B | 1.30% | |
| 24 | PODDInsulet Corp | 105,892 | $11.2B | 1.30% | |
| 25 | STAAStarr Surgical Company | 232,059 | $11.1B | 1.29% | |
| 26 | KNXKnight-Swift Transportation Ho | 320,613 | $11.1B | 1.28% | |
| 27 | NMIHNMI Holdings | 484,515 | $11.0B | 1.27% | |
| 28 | USCRUS Concrete | 231,432 | $10.6B | 1.23% | |
| 29 | IRTCIRhythm Technologies | 111,271 | $10.5B | 1.22% | |
| 30 | VRAYQViewray Inc. | 1,113,287 | $10.4B | 1.21% | |
| 31 | WIXWix.com Ltd | 86,260 | $10.3B | 1.20% | |
| 32 | MPWRMonolithic Power Systems, Inc | 77,680 | $9.8B | 1.13% | |
| 33 | GVAGranite Construction Inc | 204,843 | $9.4B | 1.09% | |
| 34 | LPSNUSDLiveperson, Inc. | 351,877 | $9.1B | 1.06% | |
| 35 | CVGWCalavo Growers Inc | 93,366 | $9.0B | 1.05% | |
| 36 | AERIEURAerie Pharmaceuticals inc | 146,297 | $9.0B | 1.04% | |
| 37 | EXPEagle Materials Inc | 101,396 | $8.6B | 1.00% | |
| 38 | CHGGChegg Inc | 302,035 | $8.6B | 1.00% | |
| 39 | MTZMastec Inc | 191,828 | $8.6B | 0.99% | |
| 40 | TRHCEURTabula Rasa Healthcare Inc | 101,965 | $8.3B | 0.96% | |
| 41 | TREXTrex Company Inc | 105,811 | $8.1B | 0.94% | |
| 42 | VCELVericel Corp | 573,814 | $8.1B | 0.94% | |
| 43 | GTLSChart Industries, Inc. | 97,461 | $7.6B | 0.89% | |
| 44 | KIDSOrthopediatrics Corp | 208,181 | $7.6B | 0.88% | |
| 45 | KINSKingstone Cos Inc | 380,445 | $7.2B | 0.84% | |
| 46 | RNGRingCentral INc. | 71,052 | $6.6B | 0.77% | |
| 47 | USAPUniversal Stainless & Alloy | 258,216 | $6.6B | 0.76% | |
| 48 | EPAMEpam Systems | 46,109 | $6.3B | 0.74% | |
| 49 | —Talend SA- ADR | 90,332 | $6.3B | 0.73% | |
| 50 | AMZNAmazon.Com | 3,136 | $6.3B | 0.73% | |
| 51 | —Primo Water Corp | 337,105 | $6.1B | 0.71% | |
| 52 | —Acxiom Holdings Inc. | 121,503 | $6.0B | 0.70% | |
| 53 | EXASExact Sciences Corp | 73,891 | $5.8B | 0.68% | |
| 54 | —Virtusa Corp | 99,725 | $5.4B | 0.62% | |
| 55 | VCRAUSDVocera Communications | 145,683 | $5.3B | 0.62% | |
| 56 | CARGCarGurus Inc. | 94,721 | $5.3B | 0.61% | |
| 57 | INGNInogen Inc | 21,514 | $5.3B | 0.61% | |
| 58 | —Manitex International | 496,160 | $5.2B | 0.61% | |
| 59 | PFPTProofpoint Inc. | 47,723 | $5.1B | 0.59% | |
| 60 | —InterXion Holdings NV | 73,058 | $4.9B | 0.57% | |
| 61 | QNSTQuinstreet Inc | 360,090 | $4.9B | 0.57% | |
| 62 | —Mimecast Ltd | 114,970 | $4.8B | 0.56% | |
| 63 | AAPLApple Computer Inc | 21,068 | $4.8B | 0.55% | |
| 64 | —2U Inc | 62,223 | $4.7B | 0.54% | |
| 65 | MAMASTERcARD, Inc. | 20,388 | $4.5B | 0.53% | |
| 66 | ALNTAllied Motion Technologies | 83,042 | $4.5B | 0.52% | |
| 67 | SIENUSDSientra Inc | 186,455 | $4.5B | 0.52% | |
| 68 | BOOMDMC Global | 107,709 | $4.4B | 0.51% | |
| 69 | LMNRLimoneira Co | 166,780 | $4.4B | 0.50% | |
| 70 | NTRANatera, Inc | 179,768 | $4.3B | 0.50% | |
| 71 | PROPros Hldgs Inc | 118,969 | $4.2B | 0.48% | |
| 72 | PENPenumbra Inc. | 27,665 | $4.1B | 0.48% | |
| 73 | NFLXNetflix.com Inc. | 10,755 | $4.0B | 0.47% | |
| 74 | CATCaterpillar Inc | 26,310 | $4.0B | 0.47% | |
| 75 | CVLGCovenant Transport Group | 137,485 | $4.0B | 0.46% | |
| 76 | PETQEURPetIQ Inc | 100,000 | $3.9B | 0.46% | |
| 77 | VVisa Inc | 26,141 | $3.9B | 0.45% | |
| 78 | AXGNAxogen Inc | 100,242 | $3.7B | 0.43% | |
| 79 | —Optinose, Inc. | 286,513 | $3.6B | 0.41% | |
| 80 | VCYTVeracyte Inc | 366,946 | $3.5B | 0.41% | |
| 81 | METAFacebook Inc | 21,142 | $3.5B | 0.40% | |
| 82 | CITCintas Corp | 17,507 | $3.5B | 0.40% | |
| 83 | AFWAlign Technology Inc | 8,650 | $3.4B | 0.39% | |
| 84 | PGRProgressive Corp | 46,696 | $3.3B | 0.38% | |
| 85 | CSGPCostar Group Inc | 7,652 | $3.2B | 0.37% | |
| 86 | MRTNMarten Transport | 152,757 | $3.2B | 0.37% | |
| 87 | MSFTMicrosoft Corp. | 28,005 | $3.2B | 0.37% | |
| 88 | EVEREverQuote Inc | 210,481 | $3.1B | 0.36% | |
| 89 | UNPUnion Pacific Corp | 19,198 | $3.1B | 0.36% | |
| 90 | CRMSalesforce.com Inc | 19,441 | $3.1B | 0.36% | |
| 91 | COSTCostco Wholesale Corp | 13,096 | $3.1B | 0.36% | |
| 92 | INTUIntuit | 13,449 | $3.1B | 0.35% | |
| 93 | STIMNeuronetics Inc | 94,241 | $3.0B | 0.35% | |
| 94 | —Nuvectra Corp | 136,025 | $3.0B | 0.35% | |
| 95 | AMDAdvanced Micro Devices | 95,756 | $3.0B | 0.34% | |
| 96 | QTWOQ2 Holdings | 47,120 | $2.9B | 0.33% | |
| 97 | STRLSterling Construction Co | 196,172 | $2.8B | 0.33% | |
| 98 | GOOGAlphabet Inc-CL C | 2,339 | $2.8B | 0.32% | |
| 99 | RPDRapid7 Inc | 75,030 | $2.8B | 0.32% | |
| 100 | EBEventbrite Inc | 71,917 | $2.7B | 0.32% |
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