NEXT CENTURY GROWTH INVESTORS LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$919.5M

Holdings

109

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (109 positions)

#	Stock	Shares	Value	% Portfolio
1	FLYWFlywire Corporation	1,164,224	$37.0M	4.02%
2	VRRMVerra Mobility Corporation	1,968,510	$36.0M	3.92%
3	ATROAstronics Corp	2,175,950	$34.0M	3.70%
4	VERXVertex Inc	1,275,976	$29.0M	3.15%
5	SIBNSI-BONE Inc	1,372,074	$29.0M	3.15%
6	AXNX*Axonics Modulation Technology	513,956	$28.0M	3.05%
7	TMDXTransmedics Group Inc	477,482	$26.0M	2.83%
8	ATECAlphatec Holdings Inc	1,933,827	$25.0M	2.72%
9	CELHCelsius Holdings	140,281	$24.0M	2.61%
10	KNSLKinsale Capital Group	56,576	$23.0M	2.50%
11	PWRQuanta Services	126,579	$23.0M	2.50%
12	LGIHLGI Homes Inc	230,342	$22.0M	2.39%
13	SPTSprout Social	411,926	$20.0M	2.18%
14	RXSTRxSight Inc	747,827	$20.0M	2.18%
15	KIDSOrthopediatrics Corp	563,602	$18.0M	1.96%
16	SAIASaia Inc	41,633	$16.0M	1.74%
17	RBCRBC Bearings Inc	64,469	$15.0M	1.63%
18	SILKSilk Road Medical	961,379	$14.0M	1.52%
19	JPXAerovironment	132,473	$14.0M	1.52%
20	KRUSKura Sushi USA Inc	224,124	$14.0M	1.52%
21	ESMTUSDEngagesmart Inc	745,237	$13.0M	1.41%
22	ATRCAtricure Inc	313,724	$13.0M	1.41%
23	FRPTFreshpet	203,648	$13.0M	1.41%
24	AEHRAEHR Test Systems	294,071	$13.0M	1.41%
25	AAPLApple Computer Inc	72,034	$12.0M	1.31%
26	PENPenumbra Inc.	52,513	$12.0M	1.31%
27	MTSIMACOM Technology Solutions Hol	157,631	$12.0M	1.31%
28	NSSCNapco Security Technologies	547,491	$12.0M	1.31%
29	MYRGMYR Group Inc	92,695	$12.0M	1.31%
30	MSFTMicrosoft Corp.	39,872	$12.0M	1.31%
31	LSCCLattice Semiconductor Corp	137,837	$11.0M	1.20%
32	CXMSprinklr	808,313	$11.0M	1.20%
33	SPSCSPS Commerce	53,286	$9.0M	0.98%
34	INSPInspire Medical Systems Inc	47,855	$9.0M	0.98%
35	ASLEAersale Corporation	629,291	$9.0M	0.98%
36	AGYSAgilysys	137,948	$9.0M	0.98%
37	HXLHexcel Corp	136,686	$8.0M	0.87%
38	PCTYPaylocity Corp	49,514	$8.0M	0.87%
39	MRTNMarten Transport	429,652	$8.0M	0.87%
40	CRDOCredo Technology Group Holding	548,835	$8.0M	0.87%
41	GOOGLAlphabet Inc-Cl A	55,927	$7.0M	0.76%
42	BILLBill Holdings Inc	60,027	$6.0M	0.65%
43	ARCBArcbest Corporation	59,534	$6.0M	0.65%
44	TMCITreace Medical Concepts	512,738	$6.0M	0.65%
45	QTWOQ2 Holdings	189,638	$6.0M	0.65%
46	GLBEGlobal-E Online	142,213	$5.0M	0.54%
47	TCMDTactile Systems	384,906	$5.0M	0.54%
48	RYANRyan Specialty Holdings	108,034	$5.0M	0.54%
49	PGNYProgyny Inc	152,560	$5.0M	0.54%
50	APPFAppFolio Inc	29,348	$5.0M	0.54%
51	NVDANvidia Corporation	12,152	$5.0M	0.54%
52	PRCTProcept Biorobotics	129,468	$4.0M	0.44%
53	EXLSExlservice Holdings Inc.	170,027	$4.0M	0.44%
54	VRTXVertex Pharmaceuticals	12,688	$4.0M	0.44%
55	AMZNAmazon.Com	33,734	$4.0M	0.44%
56	BABoeing Co	22,949	$4.0M	0.44%
57	SITMSitime Corp	40,444	$4.0M	0.44%
58	KNXKnight-Swift Transportation Ho	80,315	$4.0M	0.44%
59	FIVNFive9	65,751	$4.0M	0.44%
60	WKWorkiva	39,899	$4.0M	0.44%
61	GDYNGrid Dynamics Holdings Inc.	262,529	$3.0M	0.33%
62	METAMeta Platforms, Inc.	12,747	$3.0M	0.33%
63	OMGBPOutset Medical	333,279	$3.0M	0.33%
64	INODInnodata Inc	430,212	$3.0M	0.33%
65	TELATela Bio, Inc.	473,131	$3.0M	0.33%
66	PAYPaymentus Holdings	227,052	$3.0M	0.33%
67	ODFLOld Dominion Freight Line	8,797	$3.0M	0.33%
68	EVLVEvolv Technologies	815,050	$3.0M	0.33%
69	VVisa Inc	14,520	$3.0M	0.33%
70	ALNTAllient Inc	125,507	$3.0M	0.33%
71	INTAIntapp	116,257	$3.0M	0.33%
72	MAMastercard Inc	8,973	$3.0M	0.33%
73	VCELVericel Corp	112,557	$3.0M	0.33%
74	FNAUSDParagon 28, Inc.	231,030	$2.0M	0.22%
75	CSGPCostar Group Inc	34,410	$2.0M	0.22%
76	NVONOVO-Nordisk A/S Spons ADR	32,406	$2.0M	0.22%
77	PRPermian Resrouces Corp	182,649	$2.0M	0.22%
78	FNDFloor & Decor Holdings	23,538	$2.0M	0.22%
79	UNHUnitedhealth Group, Inc.	5,931	$2.0M	0.22%
80	PTENPatterson UTI Energy	173,140	$2.0M	0.22%
81	FCXFreeport-McMoran Copper	55,867	$2.0M	0.22%
82	LFMDLifeMD	406,831	$2.0M	0.22%
83	ERIIEnergy Recovery	124,529	$2.0M	0.22%
84	AMDAdvanced Micro Devices	25,786	$2.0M	0.22%
85	DC4Dexcom Inc	28,951	$2.0M	0.22%
86	NEONeogenomics Inc	229,172	$2.0M	0.22%
87	WDAYWorkday Inc	5,356	$1.0M	0.11%
88	CDNSCadence Design Sys Inc	5,513	$1.0M	0.11%
89	DHID R Horton, Inc.	11,899	$1.0M	0.11%
90	ISRGIntuitive Surgical Inc.	3,831	$1.0M	0.11%
91	URIUnited Rentals Inc	2,746	$1.0M	0.11%
92	PAYCPaycom Software Inc	4,249	$1.0M	0.11%
93	TSLATesla Motors Inc	7,474	$1.0M	0.11%
94	EFTTechTarget	57,299	$1.0M	0.11%
95	ADBEAdobe Inc.	3,484	$1.0M	0.11%
96	AVDXAvidxchange Holdings	203,901	$1.0M	0.11%
97	MPWRMonolithic Power Systems, Inc	3,084	$1.0M	0.11%
98	NOWServiceNow Inc	2,399	$1.0M	0.11%
99	FISVFiserv Inc	10,477	$1.0M	0.11%
100	LULULululemon Athletica Inc	3,404	$1.0M	0.11%

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