NEXT CENTURY GROWTH INVESTORS LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$768.5B
Holdings
128
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TCMDTactile Systems | 398,522 | $26.9B | 3.50% | |
| 2 | KNSLKinsale Capital Group | 228,914 | $23.3B | 3.03% | |
| 3 | SIBNSI-BONE Inc | 1,077,364 | $23.2B | 3.01% | |
| 4 | GSHDGoosehead Insurance Inc. | 519,321 | $22.0B | 2.87% | |
| 5 | EHTHeHealth Inc | 224,984 | $21.6B | 2.81% | |
| 6 | PLMRPalomar Holdings | 426,477 | $21.5B | 2.80% | |
| 7 | ATECAlphatec Holdings Inc | 2,855,396 | $20.3B | 2.64% | |
| 8 | KRNTKornit Digital Ltd | 581,770 | $19.9B | 2.59% | |
| 9 | VCELVericel Corp | 1,120,314 | $19.5B | 2.54% | |
| 10 | KIDSOrthopediatrics Corp | 397,978 | $18.7B | 2.43% | |
| 11 | SILKSilk Road Medical | 424,874 | $17.2B | 2.23% | |
| 12 | EFTTechTarget | 618,808 | $16.1B | 2.10% | |
| 13 | CVGWCalavo Growers Inc | 170,220 | $15.4B | 2.01% | |
| 14 | CDNACare Dx | 709,166 | $15.3B | 1.99% | |
| 15 | LMNRLimoneira Co | 772,981 | $14.9B | 1.93% | |
| 16 | MODNEURModel N Inc | 416,304 | $14.6B | 1.90% | |
| 17 | INSPInspire Medical Systems Inc | 190,959 | $14.2B | 1.84% | |
| 18 | HQYHealthEquity Inc. | 158,271 | $11.7B | 1.53% | |
| 19 | NEONeogenomics Inc | 396,235 | $11.6B | 1.51% | |
| 20 | TREXTrex Company Inc | 119,175 | $10.7B | 1.39% | |
| 21 | RBCRBC Bearings | 64,399 | $10.2B | 1.33% | |
| 22 | NMIHNMI Holdings | 302,147 | $10.0B | 1.30% | |
| 23 | SITMSitime Corp | 376,538 | $9.6B | 1.25% | |
| 24 | ESNTEssent Group Ltd | 184,272 | $9.6B | 1.25% | |
| 25 | JYNTThe Joint Corp | 556,551 | $9.0B | 1.17% | |
| 26 | SPTSprout Social | 556,000 | $8.9B | 1.16% | |
| 27 | PWRQuanta Services, Inc. | 214,090 | $8.7B | 1.13% | |
| 28 | LGIHLGI Homes Inc. | 114,066 | $8.1B | 1.05% | |
| 29 | VCYTVeracyte Inc | 285,298 | $8.0B | 1.04% | |
| 30 | LASRnLight Inc | 383,876 | $7.8B | 1.01% | |
| 31 | TNDMTandem Diabetes Care Inc | 129,243 | $7.7B | 1.00% | |
| 32 | MPWRMonolithic Power Systems, Inc | 42,287 | $7.5B | 0.98% | |
| 33 | GTLSChart Industries, Inc. | 109,628 | $7.4B | 0.96% | |
| 34 | CHGGChegg Inc | 187,811 | $7.1B | 0.93% | |
| 35 | IMXIInternational Money Express In | 583,598 | $7.0B | 0.91% | |
| 36 | HALLUSDHallmark Financial Services In | 386,079 | $6.8B | 0.88% | |
| 37 | ZYXIQZynex Inc | 856,841 | $6.7B | 0.88% | |
| 38 | STAASTAAR Surgical Company | 191,167 | $6.7B | 0.87% | |
| 39 | AAPLApple Computer Inc | 22,753 | $6.7B | 0.87% | |
| 40 | XGNExagen Inc | 260,605 | $6.6B | 0.86% | |
| 41 | ASPUAspen Group | 823,044 | $6.6B | 0.86% | |
| 42 | ODFLOld Dominion Freight Line | 34,486 | $6.5B | 0.85% | |
| 43 | MSFTMicrosoft Corp. | 40,203 | $6.3B | 0.82% | |
| 44 | SRIStoneridge Inc | 202,835 | $5.9B | 0.77% | |
| 45 | PROPROS Holdings Inc | 96,491 | $5.8B | 0.75% | |
| 46 | ASPNAspen Aerogels Inc. | 728,904 | $5.7B | 0.74% | |
| 47 | PCTYPaylocity Corp | 46,810 | $5.7B | 0.74% | |
| 48 | MAMASTERcARD, Inc. | 18,648 | $5.6B | 0.72% | |
| 49 | RGENRepligen | 58,594 | $5.4B | 0.71% | |
| 50 | AMZNAmazon.Com | 2,869 | $5.3B | 0.69% | |
| 51 | SAIASaia Inc | 52,047 | $4.8B | 0.63% | |
| 52 | RNGRingCentral INc. | 27,193 | $4.6B | 0.60% | |
| 53 | VVisa Inc | 23,911 | $4.5B | 0.58% | |
| 54 | QNSTQuinstreet Inc | 292,225 | $4.5B | 0.58% | |
| 55 | AMDAdvanced Micro Devices | 95,984 | $4.4B | 0.57% | |
| 56 | EPAMEpam Systems | 20,324 | $4.3B | 0.56% | |
| 57 | AORTCryoLife Inc | 152,866 | $4.1B | 0.54% | |
| 58 | PODDInsulet Corp | 23,182 | $4.0B | 0.52% | |
| 59 | GLOBGlobant SA | 37,156 | $3.9B | 0.51% | |
| 60 | QTWOQ2 Holdings | 46,921 | $3.8B | 0.49% | |
| 61 | CSGPCostar Group Inc | 6,347 | $3.8B | 0.49% | |
| 62 | FIVNFive9, Inc. | 56,941 | $3.7B | 0.49% | |
| 63 | QTRXQuanterix Corp | 154,659 | $3.7B | 0.48% | |
| 64 | LULULululemon Athletica Inc | 15,712 | $3.6B | 0.47% | |
| 65 | IRTCIRhythm Technologies | 53,141 | $3.6B | 0.47% | |
| 66 | URIUnited Rentals Inc | 21,700 | $3.6B | 0.47% | |
| 67 | LPSNUSDLivePerson, Inc. | 97,754 | $3.6B | 0.47% | |
| 68 | DAVAEndava Plc | 77,405 | $3.6B | 0.47% | |
| 69 | AVLRUSDAvalara, Inc. | 49,236 | $3.6B | 0.47% | |
| 70 | PLNTPlanet Fitness | 46,924 | $3.5B | 0.46% | |
| 71 | PENPenumbra Inc. | 21,255 | $3.5B | 0.45% | |
| 72 | —LiqTech International | 595,597 | $3.5B | 0.45% | |
| 73 | PNFPPinnacle Finl Partners Inc | 53,412 | $3.4B | 0.44% | |
| 74 | MTSIMACOM Technology Solutions Hol | 128,209 | $3.4B | 0.44% | |
| 75 | INFUInfusystem Holdings Inc | 399,592 | $3.4B | 0.44% | |
| 76 | COSTCostco Wholesale Corp | 11,499 | $3.4B | 0.44% | |
| 77 | STRLSterling Construction Co | 234,540 | $3.3B | 0.43% | |
| 78 | PFPTProofpoint Inc. | 28,028 | $3.2B | 0.42% | |
| 79 | METAFacebook Inc | 15,292 | $3.1B | 0.41% | |
| 80 | NVDANvidia Corporation | 13,259 | $3.1B | 0.41% | |
| 81 | KNXKnight-Swift Transportation Ho | 87,022 | $3.1B | 0.41% | |
| 82 | NSSCNapco Security Technologies | 103,000 | $3.0B | 0.39% | |
| 83 | CYRXCryoport Inc | 182,405 | $3.0B | 0.39% | |
| 84 | DOMODomo Inc | 135,300 | $2.9B | 0.38% | |
| 85 | BABoeing Co | 9,000 | $2.9B | 0.38% | |
| 86 | GOOGAlphabet Inc-CL C | 2,140 | $2.9B | 0.37% | |
| 87 | T77LendingTree Inc. | 8,724 | $2.6B | 0.34% | |
| 88 | ALNTAllied Motion Technologies | 51,935 | $2.5B | 0.33% | |
| 89 | GOOGLAlphabet Inc-Cl A | 1,742 | $2.3B | 0.30% | |
| 90 | —IEC Electronics Corp | 253,518 | $2.3B | 0.30% | |
| 91 | INTUIntuit | 8,781 | $2.3B | 0.30% | |
| 92 | EWEdwards Lifesciences Corp | 9,545 | $2.2B | 0.29% | |
| 93 | LVSLas Vegas Sands Corp | 31,384 | $2.2B | 0.28% | |
| 94 | CATCaterpillar Inc | 14,408 | $2.1B | 0.28% | |
| 95 | BMYBristol-Myers Squibb | 32,840 | $2.1B | 0.27% | |
| 96 | CRMSalesforce.com Inc | 12,810 | $2.1B | 0.27% | |
| 97 | TMDXTransmedics Group Inc | 107,045 | $2.0B | 0.26% | |
| 98 | DEDeere & Co | 11,648 | $2.0B | 0.26% | |
| 99 | VRTXVertex Pharmaceuticals Inc | 9,187 | $2.0B | 0.26% | |
| 100 | DLTRDollar Tree | 21,062 | $2.0B | 0.26% |
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