NEXT CENTURY GROWTH INVESTORS LLC Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$1.6T
Holdings
147
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HQYHealthEquity Inc. | 1,217,004 | $49.3B | 3.02% | |
| 2 | SHOPShopify Inc | 1,048,134 | $44.9B | 2.75% | |
| 3 | MKTXMarketaxess Holdings Inc | 305,661 | $44.9B | 2.75% | |
| 4 | ABMDEURAbiomed Inc | 397,050 | $44.7B | 2.74% | |
| 5 | USCRUS Concrete | 565,261 | $37.0B | 2.27% | |
| 6 | CSGPCostar Group Inc | 186,831 | $35.2B | 2.16% | |
| 7 | NVROEURNevro Corp | 479,293 | $34.8B | 2.13% | |
| 8 | —Wageworks Inc | 477,692 | $34.6B | 2.12% | |
| 9 | PFPTProofpoint Inc. | 485,199 | $34.3B | 2.10% | |
| 10 | —Stamps.com, Inc. | 295,966 | $33.9B | 2.08% | |
| 11 | —Knight Transportation | 999,706 | $33.0B | 2.02% | |
| 12 | DYDycom Industries, Inc | 390,907 | $31.4B | 1.92% | |
| 13 | QUOTUSDQuotient Technology Inc | 2,891,392 | $31.1B | 1.90% | |
| 14 | EXPEagle Materials Inc | 304,733 | $30.0B | 1.84% | |
| 15 | CGNXCognex Corporation | 433,437 | $27.6B | 1.69% | |
| 16 | APOGApogee Enterprises Inc | 489,847 | $26.2B | 1.61% | |
| 17 | —Ultimate Software Group Inc. | 143,777 | $26.2B | 1.61% | |
| 18 | GKOSGlaukos Corp | 704,664 | $24.2B | 1.48% | |
| 19 | FIVEFive Below | 603,322 | $24.1B | 1.48% | |
| 20 | —Oclaro Inc | 2,608,476 | $23.3B | 1.43% | |
| 21 | IPHIInphi Corp | 506,936 | $22.6B | 1.39% | |
| 22 | GWREGuidewire Software | 454,497 | $22.4B | 1.37% | |
| 23 | NEONeogenomics Inc | 2,571,402 | $22.0B | 1.35% | |
| 24 | 7SUSummit Materials Inc | 889,294 | $21.2B | 1.30% | |
| 25 | ODFLOld Dominion Freight Line | 242,002 | $20.8B | 1.27% | |
| 26 | —Zeltiq Aesthetics, Inc | 450,295 | $19.6B | 1.20% | |
| 27 | FIVNFive9, Inc. | 1,354,812 | $19.2B | 1.18% | |
| 28 | QTWOQ2 Holdings | 660,089 | $19.0B | 1.17% | |
| 29 | —Zoe's Kitchen Inc. | 764,909 | $18.4B | 1.12% | |
| 30 | EGHT8x8 Inc | 1,269,859 | $18.2B | 1.11% | |
| 31 | —Horizon Pharma Plc | 1,112,751 | $18.0B | 1.10% | |
| 32 | —Mindbody Inc | 817,550 | $17.4B | 1.07% | |
| 33 | LGNDLigand Pharmaceuticals | 168,688 | $17.1B | 1.05% | |
| 34 | KNSLKinsale Capital Group | 494,276 | $16.8B | 1.03% | |
| 35 | VEEVVeeva Systems Inc. Class A` | 402,997 | $16.4B | 1.00% | |
| 36 | AFWAlign Technology Inc | 169,895 | $16.3B | 1.00% | |
| 37 | INGNInogen Inc | 238,642 | $16.0B | 0.98% | |
| 38 | CSIIEURCardiovascular Systems | 657,900 | $15.9B | 0.98% | |
| 39 | —NxStage Medical Inc | 565,814 | $14.8B | 0.91% | |
| 40 | CASYCasey's General Store | 122,689 | $14.6B | 0.89% | |
| 41 | COHREURCoherent, Inc. | 105,564 | $14.5B | 0.89% | |
| 42 | ESNTEssent Group Ltd | 432,674 | $14.0B | 0.86% | |
| 43 | —Ellie Mae Inc | 166,376 | $13.9B | 0.85% | |
| 44 | LGIHLGI Homes Inc. | 476,070 | $13.7B | 0.84% | |
| 45 | —Electronics for Imaging | 309,575 | $13.6B | 0.83% | |
| 46 | GVAGranite Construction Inc | 242,924 | $13.4B | 0.82% | |
| 47 | MTSIMACOM Technology Solutions Hol | 278,912 | $12.9B | 0.79% | |
| 48 | BOXBox Inc. | 928,517 | $12.9B | 0.79% | |
| 49 | MPWRMonolithic Power Systems, Inc | 156,702 | $12.8B | 0.79% | |
| 50 | HUBSHubSpot Inc | 262,394 | $12.3B | 0.76% | |
| 51 | JBHTHunt (JB) Transport Services | 125,926 | $12.2B | 0.75% | |
| 52 | EEFTEuronet Worldwide Inc | 165,556 | $12.0B | 0.73% | |
| 53 | SLMSLM Corporation | 1,086,886 | $12.0B | 0.73% | |
| 54 | MRTNMarten Transport | 502,767 | $11.7B | 0.72% | |
| 55 | —William Lyon Homes | 593,275 | $11.3B | 0.69% | |
| 56 | —Boingo Wireless Inc | 906,158 | $11.0B | 0.68% | |
| 57 | —Xactly Corp | 988,042 | $10.9B | 0.67% | |
| 58 | —RSP Permian Inc | 234,322 | $10.5B | 0.64% | |
| 59 | —Accelerate Diagnostics Inc | 467,759 | $9.7B | 0.59% | |
| 60 | WINGWingstop Inc | 323,967 | $9.6B | 0.59% | |
| 61 | SPWHSportsman's Warehouse Holdings | 959,654 | $9.0B | 0.55% | |
| 62 | EVBGEUREverbridge Inc. | 484,890 | $8.9B | 0.55% | |
| 63 | TREXTrex Company Inc | 138,717 | $8.9B | 0.55% | |
| 64 | PENPenumbra INc. | 139,436 | $8.9B | 0.54% | |
| 65 | ASTEAstec Industries | 130,673 | $8.8B | 0.54% | |
| 66 | KSUEURKansas City Southern | 100,446 | $8.5B | 0.52% | |
| 67 | —Acacia Communicaitons Inc. | 137,004 | $8.5B | 0.52% | |
| 68 | —Neff Corp | 536,827 | $7.6B | 0.46% | |
| 69 | DHID R Horton, Inc. | 261,638 | $7.2B | 0.44% | |
| 70 | PRIMPrimoris Services Corp | 295,571 | $6.7B | 0.41% | |
| 71 | AMZNAmazon.Com | 8,859 | $6.6B | 0.41% | |
| 72 | ASGNOn Assignment, Inc | 150,098 | $6.6B | 0.41% | |
| 73 | —Talend SA- ADR | 288,781 | $6.4B | 0.39% | |
| 74 | —Habit Restaurants Inc. (The) | 364,866 | $6.3B | 0.39% | |
| 75 | AAPLApple Computer Inc | 54,030 | $6.3B | 0.38% | |
| 76 | PAYCPaycom Software Inc | 136,463 | $6.2B | 0.38% | |
| 77 | OLLIOllie's Bargain Outlet | 216,896 | $6.2B | 0.38% | |
| 78 | HZOMarinemax Inc | 316,922 | $6.1B | 0.38% | |
| 79 | TWITitan International | 541,672 | $6.1B | 0.37% | |
| 80 | AXGNAxogen Inc | 672,668 | $6.1B | 0.37% | |
| 81 | NVDANvidia Corporation | 56,528 | $6.0B | 0.37% | |
| 82 | CVLGCovenant Transport Group | 304,471 | $5.9B | 0.36% | |
| 83 | FANGDiamondback Energy Inc. | 57,927 | $5.9B | 0.36% | |
| 84 | PWRQuanta Services, Inc. | 166,354 | $5.8B | 0.36% | |
| 85 | MEDPMedpace Holdings | 158,476 | $5.7B | 0.35% | |
| 86 | —USA Technologies | 1,312,139 | $5.6B | 0.35% | |
| 87 | ULTAUlta Beauty Inc. | 21,342 | $5.4B | 0.33% | |
| 88 | WBC1EURWabco Holdings Inc | 50,762 | $5.4B | 0.33% | |
| 89 | AMWDAmerican Woodmark Corp | 67,686 | $5.1B | 0.31% | |
| 90 | —K2M Group Holdings Inc | 235,776 | $4.7B | 0.29% | |
| 91 | —Apptio Inc | 254,852 | $4.7B | 0.29% | |
| 92 | PIImpinj Inc | 130,825 | $4.6B | 0.28% | |
| 93 | TCMDTactile Systems Technology | 266,367 | $4.4B | 0.27% | |
| 94 | HOMEAt Home Group Inc | 292,578 | $4.3B | 0.26% | |
| 95 | METAFacebook Inc | 35,314 | $4.1B | 0.25% | |
| 96 | —Kona Grill Inc | 316,107 | $4.0B | 0.24% | |
| 97 | EWEdwards Lifesciences Corp | 41,881 | $3.9B | 0.24% | |
| 98 | EFTTechTarget | 439,637 | $3.8B | 0.23% | |
| 99 | SPSCSPS Commerce Inc | 53,587 | $3.7B | 0.23% | |
| 100 | ADBEAdobe Systems Inc | 36,176 | $3.7B | 0.23% |
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