NEXT CENTURY GROWTH INVESTORS LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$768.5M

Holdings

128

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (128 positions)

#	Stock	Shares	Value	% Portfolio
101	PYPLPayPal Holdings Inc.	17,564	$1.9M	0.25%
102	SPLKCHFSplunk Inc	12,526	$1.9M	0.24%
103	VMCVulcan Materials Co	12,194	$1.8M	0.23%
104	GHGuardant Health Inc	21,368	$1.7M	0.22%
105	—Tufin Software Technologies	89,413	$1.6M	0.20%
106	DISWalt Disney Company (The)	10,488	$1.5M	0.20%
107	BANDBandwidth Inc	23,436	$1.5M	0.20%
108	EVBGEUREverbridge Inc.	19,080	$1.5M	0.19%
109	FCXFreeport-McMoran Copper	99,649	$1.3M	0.17%
110	CITCintas Corp	4,392	$1.2M	0.15%
111	ISRGIntuitive Surgical Inc.	1,960	$1.2M	0.15%
112	CMGChipotle Mexican Grill	1,379	$1.2M	0.15%
113	ADBEAdobe Inc.	3,483	$1.1M	0.15%
114	NFLXNetflix.com Inc.	3,519	$1.1M	0.15%
115	UNPUnion Pacific Corp	5,842	$1.1M	0.14%
116	EXASExact Sciences Corp	11,021	$1.0M	0.13%
117	PGRProgressive Corp	13,717	$992K	0.13%
118	DC4Dexcom Inc	4,323	$945K	0.12%
119	DGDollar General Corp	5,951	$928K	0.12%
120	ILMNIllumina Inc	2,757	$914K	0.12%
121	TEAMAtlassian Corp Plc-Class A	7,260	$873K	0.11%
122	RIBTEURRicebran Technologies	475,411	$698K	0.09%
123	USAPUniversal Stainless & Alloy	46,620	$694K	0.09%
124	BILLBill.com Holdings Inc	15,000	$570K	0.07%
125	PAYCPaycom Software Inc	725	$191K	0.02%
126	VEEVVeeva Systems Inc. Class A`	765	$107K	0.01%
127	CHWYChewy Inc.	3,626	$105K	0.01%
128	GWREGuidewire Software	926	$101K	0.01%

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