NEXT CENTURY GROWTH INVESTORS LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$820.0B
Holdings
103
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (103 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMCITreace Medical Concepts | 1,575,369 | $34.8B | 4.24% | |
| 2 | TMDXTransmedics Group Inc | 804,180 | $33.6B | 4.09% | |
| 3 | SILKSilk Road Medical | 733,440 | $33.0B | 4.03% | |
| 4 | STAASTAAR Surgical Company | 434,037 | $30.6B | 3.73% | |
| 5 | VRRMVerra Mobility Corporation | 1,967,706 | $30.2B | 3.69% | |
| 6 | XMTRXometry Inc | 457,609 | $26.0B | 3.17% | |
| 7 | KIDSOrthopediatrics Corp | 546,460 | $25.2B | 3.07% | |
| 8 | GDYNGrid Dynamics Holdings Inc. | 1,285,243 | $24.1B | 2.94% | |
| 9 | AXNX*Axonics Modulation Technology | 335,875 | $23.7B | 2.89% | |
| 10 | SPTSprout Social | 389,617 | $23.6B | 2.88% | |
| 11 | FLYWFlywire Corporation | 1,004,992 | $23.1B | 2.81% | |
| 12 | ATROAstronics Corp | 2,293,914 | $18.0B | 2.20% | |
| 13 | KNSLKinsale Capital Group | 67,054 | $17.1B | 2.09% | |
| 14 | CELHCelsius Holdings | 187,461 | $17.0B | 2.07% | |
| 15 | SICPQSilvergate Capital Corp | 224,895 | $16.9B | 2.07% | |
| 16 | ATECAlphatec Holdings Inc | 1,916,519 | $16.8B | 2.04% | |
| 17 | RBCRBC Bearings Inc | 79,114 | $16.4B | 2.00% | |
| 18 | SIBNSI-BONE Inc | 850,368 | $14.8B | 1.81% | |
| 19 | PLMRPalomar Holdings | 174,205 | $14.6B | 1.78% | |
| 20 | SNCYSun Country Airlines Holdings | 1,001,252 | $13.6B | 1.66% | |
| 21 | —Planet Labs PBC | 2,452,476 | $13.3B | 1.62% | |
| 22 | KRUSKura Sushi USA, Inc. | 178,682 | $13.1B | 1.60% | |
| 23 | SEMRSEMrush Holdings | 1,122,361 | $12.6B | 1.53% | |
| 24 | GTLSChart Industries | 65,716 | $12.1B | 1.48% | |
| 25 | PWRQuanta Services | 94,639 | $12.1B | 1.47% | |
| 26 | BWBBridgewater Bancshares | 695,899 | $11.5B | 1.40% | |
| 27 | AAPLApple Computer Inc | 81,351 | $11.2B | 1.37% | |
| 28 | AVLRUSDAvalara, Inc. | 122,310 | $11.2B | 1.37% | |
| 29 | PCTYPaylocity Corp | 45,421 | $11.0B | 1.34% | |
| 30 | OMGBPOutset Medical | 677,365 | $10.8B | 1.32% | |
| 31 | MSFTMicrosoft Corp. | 41,451 | $9.7B | 1.18% | |
| 32 | LSCCLattice Semiconductor Corp | 193,413 | $9.5B | 1.16% | |
| 33 | HQYHealthEquity | 140,809 | $9.5B | 1.15% | |
| 34 | LINDLindblad Expeditions Holding | 1,323,685 | $8.9B | 1.09% | |
| 35 | PLNTPlanet Fitness | 154,515 | $8.9B | 1.09% | |
| 36 | ALNTAllied Motion Technologies | 297,316 | $8.5B | 1.04% | |
| 37 | VERXVertex Inc | 579,258 | $7.9B | 0.97% | |
| 38 | VCELVericel Corp | 337,118 | $7.8B | 0.95% | |
| 39 | CRDOCredo Technology Group Holding | 698,599 | $7.7B | 0.94% | |
| 40 | LUNGPulmonx Corp | 454,614 | $7.6B | 0.92% | |
| 41 | MTSIMACOM Technology Solutions Hol | 128,001 | $6.6B | 0.81% | |
| 42 | FRPTFreshpet | 121,843 | $6.1B | 0.74% | |
| 43 | TELATela Bio, Inc. | 701,418 | $6.0B | 0.73% | |
| 44 | EFTTechTarget | 98,216 | $5.8B | 0.71% | |
| 45 | INSPInspire Medical Systems Inc | 31,825 | $5.6B | 0.69% | |
| 46 | ENFNEnfusion | 439,774 | $5.4B | 0.66% | |
| 47 | SWAVUSDShockwave Medical | 19,478 | $5.4B | 0.66% | |
| 48 | GOOGLAlphabet Inc-Cl A | 54,268 | $5.2B | 0.63% | |
| 49 | AMZNAmazon.Com | 45,385 | $5.1B | 0.63% | |
| 50 | NSSCNapco Security Technologies | 147,858 | $4.3B | 0.52% | |
| 51 | GLOBGlobant SA | 21,968 | $4.1B | 0.50% | |
| 52 | SAIASaia Inc | 20,860 | $4.0B | 0.48% | |
| 53 | PGNYProgyny Inc | 104,833 | $3.9B | 0.47% | |
| 54 | EWCZEuropean Wax Center Inc | 206,978 | $3.8B | 0.47% | |
| 55 | WEAWestern Alliance Bancorp | 54,020 | $3.6B | 0.43% | |
| 56 | CSGPCostar Group Inc | 50,997 | $3.6B | 0.43% | |
| 57 | BWBabcock & Wilcox | 505,294 | $3.2B | 0.39% | |
| 58 | DAVAEndava Plc | 39,226 | $3.2B | 0.39% | |
| 59 | FCXFreeport-McMoran Copper | 115,248 | $3.1B | 0.38% | |
| 60 | NVONOVO-Nordisk A/S Spons ADR | 31,477 | $3.1B | 0.38% | |
| 61 | UNHUnitedhealth Group, Inc. | 6,071 | $3.1B | 0.37% | |
| 62 | BACBank of America | 97,894 | $3.0B | 0.36% | |
| 63 | VVisa Inc | 16,596 | $2.9B | 0.36% | |
| 64 | CYRXCryoport Inc | 117,849 | $2.9B | 0.35% | |
| 65 | S9QSpirit Aerosystems Holdings | 130,069 | $2.9B | 0.35% | |
| 66 | MAMASTERcARD, Inc. | 9,996 | $2.8B | 0.35% | |
| 67 | COSTCostco Wholesale Corp | 5,645 | $2.7B | 0.33% | |
| 68 | TSLATesla Motors Inc | 9,909 | $2.6B | 0.32% | |
| 69 | FANGDiamondback Energy Inc. | 20,771 | $2.5B | 0.31% | |
| 70 | BABoeing Co | 19,738 | $2.4B | 0.29% | |
| 71 | DALDelta Air Lines Inc. | 84,362 | $2.4B | 0.29% | |
| 72 | EPAMEpam Systems | 6,357 | $2.3B | 0.28% | |
| 73 | RDVTRed Violet | 123,952 | $2.1B | 0.26% | |
| 74 | AORTArtivion, Inc | 141,844 | $2.0B | 0.24% | |
| 75 | ABMDEURAbiomed Inc | 7,909 | $1.9B | 0.24% | |
| 76 | LULULululemon Athletica Inc | 6,916 | $1.9B | 0.24% | |
| 77 | TCBXThird Coast Bancshares, inc. | 111,230 | $1.9B | 0.23% | |
| 78 | BKNGBooking Holdings Inc | 1,126 | $1.9B | 0.23% | |
| 79 | EWEdwards Lifesciences Corp | 21,868 | $1.8B | 0.22% | |
| 80 | VICRVicor Corp | 29,042 | $1.7B | 0.21% | |
| 81 | DEDeere & Co | 5,025 | $1.7B | 0.20% | |
| 82 | AFWAlign Technology Inc | 7,982 | $1.7B | 0.20% | |
| 83 | AMDAdvanced Micro Devices | 24,500 | $1.6B | 0.19% | |
| 84 | APYXApyx Medical Corporation | 341,146 | $1.5B | 0.19% | |
| 85 | PAYCPaycom Software Inc | 4,321 | $1.4B | 0.17% | |
| 86 | CRWDCrowdstrike Holdings Inc | 8,644 | $1.4B | 0.17% | |
| 87 | SPNEUSDSeaSpine Holdings Corp | 238,728 | $1.4B | 0.17% | |
| 88 | DISWalt Disney Company (The) | 14,361 | $1.4B | 0.17% | |
| 89 | ODFLOld Dominion Freight Line | 4,971 | $1.2B | 0.15% | |
| 90 | AIPArteris, Inc. | 173,040 | $1.2B | 0.14% | |
| 91 | URIUnited Rentals Inc | 4,167 | $1.1B | 0.14% | |
| 92 | CMGChipotle Mexican Grill | 650 | $976.0M | 0.12% | |
| 93 | NOWServiceNow Inc | 2,456 | $927.0M | 0.11% | |
| 94 | CRMSalesforce, Inc. | 6,402 | $920.0M | 0.11% | |
| 95 | CATCaterpillar Inc | 5,482 | $899.0M | 0.11% | |
| 96 | INTUIntuit | 2,171 | $840.0M | 0.10% | |
| 97 | ZSZscaler, Inc. | 4,823 | $792.0M | 0.10% | |
| 98 | SNOWSnowflake Inc | 3,349 | $569.0M | 0.07% | |
| 99 | MPWRMonolithic Power Systems, Inc | 1,553 | $564.0M | 0.07% | |
| 100 | BILLBill.com Holdings Inc. | 4,222 | $558.0M | 0.07% |
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