NEXT CENTURY GROWTH INVESTORS LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.4T

Holdings

124

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
1
ATROAstronics Corp
1,214,287$55.4B4.04%
2
AORTArtivion Inc
1,048,486$44.4B3.24%
3
XMTRXometry Inc
807,524$44.0B3.21%
4
ALHCAlignment Healthcare
2,272,745$39.7B2.89%
5
UTIUniversal Technical Institute
1,107,809$36.1B2.63%
6
PAYPaymentus Holdings
1,166,838$35.7B2.60%
7
MYRGMYR Group Inc
165,017$34.3B2.50%
8
ATECAlphatec Holdings Inc
2,279,383$33.1B2.42%
9
IRTCIRhythm Technologies
189,082$32.5B2.37%
10
STRLSterling Infrastruture
90,065$30.6B2.23%
11
MIRMMirum Pharmaceuticals
360,934$26.5B1.93%
12
WGSGeneDx Holding Corp
234,109$25.2B1.84%
13
NVDANvidia Corporation
127,777$23.8B1.74%
14
PLPlanet Labs PBC
1,777,531$23.1B1.68%
15
MSFTMicrosoft Corp.
43,285$22.4B1.63%
16
OLLIOllie's Bargain Outlet
167,953$21.6B1.57%
17
MTSIMACOM Technology Solutions Hol
165,413$20.6B1.50%
18
PGYPagaya Technologies
660,608$19.6B1.43%
19
RBCRBC Bearings Inc
49,104$19.2B1.40%
20
FTAIFTAI Aviation
114,316$19.1B1.39%
21
LSCCLattice Semiconductor Corp
260,056$19.1B1.39%
22
PIImpinj Inc
104,641$18.9B1.38%
23
SITMSitime Corp
61,795$18.6B1.36%
24
AAPLApple Computer Inc
71,578$18.2B1.33%
25
LINCLincoln Educational Services
759,901$17.9B1.30%
26
AGXArgan Inc
65,964$17.8B1.30%
27
KNSLKinsale Capital Group
39,774$16.9B1.23%
28
CRSCarpenter Technology
64,447$15.8B1.15%
29
AVPTAvepoint Inc
1,028,663$15.4B1.13%
30
LMBLimbach Holdings
155,401$15.1B1.10%
31
SAIASaia Inc
49,376$14.8B1.08%
32
APLDApplied Digital Corp
610,193$14.0B1.02%
33
MPMP Materials Corp
203,093$13.6B0.99%
34
INODInnodata Inc
176,347$13.6B0.99%
35
PENPenumbra
51,928$13.2B0.96%
36
BROSDutch Bros Inc
247,771$13.0B0.95%
37
FROGJFrog
273,939$13.0B0.95%
38
CRDOCredo Technology Group Holding
88,569$12.9B0.94%
39
CELHCelsius Holdings
220,604$12.7B0.92%
40
MAMAMama's Creations
1,094,707$11.5B0.84%
41
AMZNAmazon.Com
51,423$11.3B0.82%
42
COHRCoherent Corp
102,674$11.1B0.81%
43
AAONAaon Inc
117,233$11.0B0.80%
44
AVGOBroadcom
31,853$10.5B0.77%
45
WAYWaystar Holdings
276,819$10.5B0.77%
46
ELFELF Beauty
77,004$10.2B0.74%
47
TOLToll Brothers Inc
72,900$10.1B0.73%
48
KRMNKarman Holdings
137,135$9.9B0.72%
49
BEBloom Energy Corp
113,542$9.6B0.70%
50
GOOGLAlphabet Inc-Cl A
39,210$9.5B0.69%
51
WULFTerawulf Inc
772,158$8.8B0.64%
52
AGYSAgilysys
83,321$8.8B0.64%
53
PRCHPorch Group
521,909$8.8B0.64%
54
CCBCoastal Financial Corp
77,493$8.4B0.61%
55
AEHRAehr Test Systems
276,346$8.3B0.61%
56
METAMeta Platforms, Inc.
10,927$8.0B0.58%
57
ADPTAdeptive BioTechnologies
531,317$7.9B0.58%
58
JPXAerovironment
24,840$7.8B0.57%
59
AMSCAmerican Superconductor
128,220$7.6B0.56%
60
ZETAZeta Global
374,047$7.4B0.54%
61
GLBEGlobal-E Online
198,256$7.1B0.52%
62
NTSKNetskope
309,082$7.0B0.51%
63
BABoeing Co
32,251$7.0B0.51%
64
BLFSBiolife Solutions
264,005$6.7B0.49%
65
SAROStandardAero Inc
244,591$6.7B0.49%
66
LEUCentrus Energy Corp
21,425$6.6B0.48%
67
QTWOQ2 Holdings
89,446$6.5B0.47%
68
WEAWestern Alliance Bancorp
74,509$6.5B0.47%
69
BLNDBlend Labs
1,765,108$6.4B0.47%
70
HWMHowmet Aerospace
32,188$6.3B0.46%
71
GSGoldman Sachs Group Com
7,763$6.2B0.45%
72
TTANServiceTitan
61,166$6.2B0.45%
73
TMDXTransmedics Group Inc
54,350$6.1B0.44%
74
BWBBridgewater Bancshares
340,347$6.0B0.44%
75
APPApplovin
8,217$5.9B0.43%
76
COSTCostco Wholesale Corp
6,282$5.8B0.42%
77
ADMAADMA Biologics
395,556$5.8B0.42%
78
SNOWSnowflake Inc
25,509$5.8B0.42%
79
SHOPShopify Inc
38,119$5.7B0.41%
80
ORNOrion Group Holdings
670,416$5.6B0.41%
81
TSLATesla Motors Inc
12,496$5.6B0.41%
82
PKEPark AeroSpace
272,546$5.5B0.40%
83
KVYOKlaviyo Inc
199,397$5.5B0.40%
84
GLDDGreat Lakes Dredge & Doc
446,821$5.4B0.39%
85
ALKTAlkami Technology
215,490$5.4B0.39%
86
WINGWingstop
20,204$5.1B0.37%
87
AIPArteris
495,308$5.0B0.36%
88
VRTVertiv Holdings
33,098$5.0B0.36%
89
LGNLegence Corp
158,049$4.9B0.35%
90
MPTIM-Tron Industries
87,050$4.8B0.35%
91
EVLVEvolv Technologies
637,772$4.8B0.35%
92
GSHDGoosehead Insurance
62,559$4.7B0.34%
93
ASICAtegrity Specialty Holdings
228,476$4.5B0.33%
94
KMTSKestra Medical Technology
183,013$4.3B0.32%
95
OPRXOptimizerx Corp
210,719$4.3B0.31%
96
TWFGTWFG Inc
143,340$3.9B0.29%
97
BRCBBlack Rock Coffee Bar
157,077$3.7B0.27%
98
LOARLoar Holdings
46,217$3.7B0.27%
99
PWRQuanta Services
8,838$3.7B0.27%
100
KNXKnight-Swift Transportation Ho
89,330$3.5B0.26%
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