NEXT CENTURY GROWTH INVESTORS LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$702.8B
Holdings
132
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CDNACareDx | 1,137,670 | $28.6B | 4.07% | |
| 2 | KNSLKinsale Capital Group | 492,250 | $27.3B | 3.89% | |
| 3 | IMXIInternational Money Express In | 1,657,079 | $19.8B | 2.82% | |
| 4 | EVBGEUREverbridge Inc. | 321,635 | $18.3B | 2.60% | |
| 5 | VCELVericel Corp | 1,046,417 | $18.2B | 2.59% | |
| 6 | TCMDTactile Systems Technology | 379,497 | $17.3B | 2.46% | |
| 7 | GSHDGoosehead Insurance Inc. | 503,394 | $13.2B | 1.88% | |
| 8 | CHGGChegg Inc | 453,825 | $12.9B | 1.84% | |
| 9 | PLNTPlanet Fitness | 239,791 | $12.9B | 1.83% | |
| 10 | RBCRBC Bearings | 92,732 | $12.2B | 1.73% | |
| 11 | HQYHealthEquity Inc. | 192,094 | $11.5B | 1.63% | |
| 12 | PODDInsulet Corp | 140,310 | $11.1B | 1.58% | |
| 13 | LMNRLimoneira Co | 567,720 | $11.1B | 1.58% | |
| 14 | PWRQuanta Services, Inc. | 339,753 | $10.2B | 1.46% | |
| 15 | EFTTechTarget | 816,888 | $10.0B | 1.42% | |
| 16 | IRTCIRhythm Technologies | 139,146 | $9.7B | 1.38% | |
| 17 | CVGWCalavo Growers Inc | 130,582 | $9.5B | 1.36% | |
| 18 | WIXWix.com Ltd | 100,904 | $9.1B | 1.30% | |
| 19 | OLLIOllie's Bargain Outlet | 133,202 | $8.9B | 1.26% | |
| 20 | ESNTEssent Group Ltd | 253,220 | $8.7B | 1.23% | |
| 21 | NMIHNMI Holdings | 483,634 | $8.6B | 1.23% | |
| 22 | —Boingo Wireless Inc | 419,661 | $8.6B | 1.23% | |
| 23 | LGNDLigand Pharmaceuticals | 63,608 | $8.6B | 1.23% | |
| 24 | ANGI1EURAngi Homeservices Inc | 509,703 | $8.2B | 1.17% | |
| 25 | KIDSOrthopediatrics Corp | 230,190 | $8.0B | 1.14% | |
| 26 | INSPInspire Medical Systems Inc | 189,551 | $8.0B | 1.14% | |
| 27 | EHTHEHealth Inc | 200,440 | $7.7B | 1.10% | |
| 28 | AXGNAxogen Inc | 366,057 | $7.5B | 1.06% | |
| 29 | STAAStarr Surgical Company | 231,714 | $7.4B | 1.05% | |
| 30 | KINSKingstone Cos Inc | 417,833 | $7.4B | 1.05% | |
| 31 | LPSNUSDLiveperson, Inc. | 391,927 | $7.4B | 1.05% | |
| 32 | VRAYQViewray Inc. | 1,204,477 | $7.3B | 1.04% | |
| 33 | QNSTQuinstreet Inc | 442,509 | $7.2B | 1.02% | |
| 34 | —Primo Water Corp | 505,885 | $7.1B | 1.01% | |
| 35 | —Virtusa Corp | 166,201 | $7.1B | 1.01% | |
| 36 | ODFLOld Dominion Freight Line | 55,720 | $6.9B | 0.98% | |
| 37 | —InterXion Holdings NV | 127,001 | $6.9B | 0.98% | |
| 38 | —SendGrid, Inc. | 158,292 | $6.8B | 0.97% | |
| 39 | —USA Technologies | 1,735,471 | $6.8B | 0.96% | |
| 40 | VCYTVeracyte Inc | 534,966 | $6.7B | 0.96% | |
| 41 | —Vapotherm, Inc | 336,047 | $6.7B | 0.95% | |
| 42 | MTZMastec Inc | 158,714 | $6.4B | 0.92% | |
| 43 | VCRAUSDVocera Communications | 160,181 | $6.3B | 0.90% | |
| 44 | TREXTrex Company Inc | 105,609 | $6.3B | 0.89% | |
| 45 | AERIEURAerie Pharmaceuticals inc | 171,088 | $6.2B | 0.88% | |
| 46 | TRHCEURTabula Rasa Healthcare Inc | 94,045 | $6.0B | 0.85% | |
| 47 | RNGRingCentral INc. | 71,132 | $5.9B | 0.83% | |
| 48 | PROPros Hldgs Inc | 180,715 | $5.7B | 0.81% | |
| 49 | EPAMEpam Systems | 46,026 | $5.3B | 0.76% | |
| 50 | DYDycom Industries, Inc | 95,629 | $5.2B | 0.74% | |
| 51 | FIVNFive9, Inc. | 117,800 | $5.2B | 0.73% | |
| 52 | PFPTProofpoint Inc. | 60,238 | $5.0B | 0.72% | |
| 53 | RAMPLiveRamp Holdings Inc | 127,013 | $4.9B | 0.70% | |
| 54 | —Mimecast Ltd | 142,845 | $4.8B | 0.68% | |
| 55 | DLTHDuluth Holdings Inc | 187,142 | $4.7B | 0.67% | |
| 56 | AMZNAmazon.Com | 3,137 | $4.7B | 0.67% | |
| 57 | GTLSChart Industries, Inc. | 71,802 | $4.7B | 0.66% | |
| 58 | EXASExact Sciences Corp | 73,758 | $4.7B | 0.66% | |
| 59 | STIMNeuronetics Inc | 240,172 | $4.6B | 0.66% | |
| 60 | USAPUniversal Stainless & Alloy | 284,390 | $4.6B | 0.66% | |
| 61 | AORTCryolife Inc | 161,006 | $4.6B | 0.65% | |
| 62 | QTWOQ2 Holdings | 92,058 | $4.6B | 0.65% | |
| 63 | BOOMDMC Global | 129,297 | $4.5B | 0.65% | |
| 64 | SIBNSI-Bone Inc | 214,923 | $4.5B | 0.64% | |
| 65 | HOMEAt Home Group Inc | 232,764 | $4.3B | 0.62% | |
| 66 | RPRealpage Inc | 89,440 | $4.3B | 0.61% | |
| 67 | NEONeogenomics Inc | 338,500 | $4.3B | 0.61% | |
| 68 | INGNInogen Inc | 33,261 | $4.1B | 0.59% | |
| 69 | ALNTAllied Motion Technologies | 91,813 | $4.1B | 0.58% | |
| 70 | PENPenumbra Inc. | 33,212 | $4.1B | 0.58% | |
| 71 | —Accelerate Diagnostics Inc | 351,529 | $4.0B | 0.58% | |
| 72 | MSFTMicrosoft Corp. | 38,943 | $4.0B | 0.56% | |
| 73 | CARGCarGurus Inc. | 114,751 | $3.9B | 0.55% | |
| 74 | MAMASTERcARD, Inc. | 20,397 | $3.8B | 0.55% | |
| 75 | —Genomic Health | 59,560 | $3.8B | 0.55% | |
| 76 | NEWREURNew Relic Inc | 47,152 | $3.8B | 0.54% | |
| 77 | VVisa Inc | 26,152 | $3.5B | 0.49% | |
| 78 | AAPLApple Computer Inc | 21,074 | $3.3B | 0.47% | |
| 79 | METAFacebook Inc | 25,352 | $3.3B | 0.47% | |
| 80 | JYNTThe Joint Corp | 395,231 | $3.3B | 0.47% | |
| 81 | LVSLas Vegas Sands Corp | 61,762 | $3.2B | 0.46% | |
| 82 | PGRProgressive Corp | 52,643 | $3.2B | 0.45% | |
| 83 | —Manitex International | 543,312 | $3.1B | 0.44% | |
| 84 | UNHUnitedhealth Group, Inc. | 12,344 | $3.1B | 0.44% | |
| 85 | BABoeing Co | 8,953 | $2.9B | 0.41% | |
| 86 | NFLXNetflix.com Inc. | 10,755 | $2.9B | 0.41% | |
| 87 | VRTXVertex Pharmaceuticals Inc | 17,024 | $2.8B | 0.40% | |
| 88 | COSTCostco Wholesale Corp | 13,096 | $2.7B | 0.38% | |
| 89 | MPWRMonolithic Power Systems, Inc | 22,609 | $2.6B | 0.37% | |
| 90 | RPDRapid7 Inc | 82,961 | $2.6B | 0.37% | |
| 91 | CRMSalesforce.com Inc | 18,716 | $2.6B | 0.36% | |
| 92 | CSGPCostar Group Inc | 7,376 | $2.5B | 0.35% | |
| 93 | —Nuvectra Corp | 150,403 | $2.5B | 0.35% | |
| 94 | INTUIntuit | 12,472 | $2.5B | 0.35% | |
| 95 | GHGuardant Health Inc | 64,500 | $2.4B | 0.34% | |
| 96 | GOOGAlphabet Inc-CL C | 2,340 | $2.4B | 0.34% | |
| 97 | SIENUSDSientra Inc | 186,057 | $2.4B | 0.34% | |
| 98 | MODNEURModel N Inc | 164,363 | $2.2B | 0.31% | |
| 99 | BANDBandwidth Inc | 51,849 | $2.1B | 0.30% | |
| 100 | URIUnited Rentals Inc | 20,422 | $2.1B | 0.30% |
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