NEXT CENTURY GROWTH INVESTORS LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$832.9T
Holdings
100
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (100 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMDXTransmedics Group Inc | 626,630 | $38.7T | 4.64% | |
| 2 | TMCITreace Medical Concepts | 1,595,387 | $36.7T | 4.40% | |
| 3 | SILKSilk Road Medical | 678,966 | $35.9T | 4.31% | |
| 4 | ATECAlphatec Holdings Inc | 2,320,163 | $28.7T | 3.44% | |
| 5 | FLYWFlywire Corporation | 1,136,341 | $27.8T | 3.34% | |
| 6 | VRRMVerra Mobility Corporation | 1,927,170 | $26.7T | 3.20% | |
| 7 | ATROAstronics Corp | 2,365,476 | $24.4T | 2.93% | |
| 8 | KIDSOrthopediatrics Corp | 559,222 | $22.2T | 2.67% | |
| 9 | SPTSprout Social | 388,012 | $21.9T | 2.63% | |
| 10 | AXNX*Axonics Modulation Technology | 342,976 | $21.4T | 2.57% | |
| 11 | LGIHLGI Homes Inc | 223,785 | $20.7T | 2.49% | |
| 12 | CELHCelsius Holdings | 183,110 | $19.1T | 2.29% | |
| 13 | RBCRBC Bearings Inc | 82,316 | $17.2T | 2.07% | |
| 14 | KNSLKinsale Capital Group | 64,738 | $16.9T | 2.03% | |
| 15 | SNCYSun Country Airlines Holdings | 1,026,533 | $16.3T | 1.95% | |
| 16 | GDYNGrid Dynamics Holdings Inc. | 1,426,110 | $16.0T | 1.92% | |
| 17 | NSSCNapco Security Technologies | 581,081 | $16.0T | 1.92% | |
| 18 | PWRQuanta Services | 108,633 | $15.5T | 1.86% | |
| 19 | LSCCLattice Semiconductor Corp | 236,844 | $15.4T | 1.84% | |
| 20 | PLNTPlanet Fitness | 160,807 | $12.7T | 1.52% | |
| 21 | BWBBridgewater Bancshares | 703,678 | $12.5T | 1.50% | |
| 22 | SIBNSI-BONE Inc | 916,451 | $12.5T | 1.50% | |
| 23 | OMGBPOutset Medical | 480,406 | $12.4T | 1.49% | |
| 24 | AAPLApple Computer Inc | 88,517 | $11.5T | 1.38% | |
| 25 | VERXVertex Inc | 773,485 | $11.2T | 1.35% | |
| 26 | —Planet Labs PBC | 2,500,412 | $10.9T | 1.31% | |
| 27 | AGYSAgilysys | 135,073 | $10.7T | 1.28% | |
| 28 | LINDLindblad Expeditions Holding | 1,380,019 | $10.6T | 1.28% | |
| 29 | ALNTAllied Motion Technologies | 300,638 | $10.5T | 1.26% | |
| 30 | MSFTMicrosoft Corp. | 41,576 | $10.0T | 1.20% | |
| 31 | MTSIMACOM Technology Solutions Hol | 154,254 | $9.7T | 1.17% | |
| 32 | INSPInspire Medical Systems Inc | 37,670 | $9.5T | 1.14% | |
| 33 | CRDOCredo Technology Group Holding | 706,073 | $9.4T | 1.13% | |
| 34 | PCTYPaylocity Corp | 47,351 | $9.2T | 1.10% | |
| 35 | FRPTFreshpet | 172,065 | $9.1T | 1.09% | |
| 36 | TELATela Bio, Inc. | 775,058 | $8.9T | 1.07% | |
| 37 | KRUSKura Sushi USA Inc | 180,554 | $8.6T | 1.03% | |
| 38 | PENPenumbra Inc. | 37,650 | $8.4T | 1.01% | |
| 39 | SAIASaia Inc | 39,841 | $8.4T | 1.00% | |
| 40 | ESMTUSDEngagesmart | 469,366 | $8.3T | 0.99% | |
| 41 | RXSTRxSight Inc | 648,095 | $8.2T | 0.99% | |
| 42 | MRTNMarten Transport | 385,466 | $7.6T | 0.92% | |
| 43 | XMTRXometry Inc | 222,548 | $7.2T | 0.86% | |
| 44 | SEMRSEMrush Holdings | 786,298 | $6.4T | 0.77% | |
| 45 | KNXKnight-Swift Transportation Ho | 109,992 | $5.8T | 0.69% | |
| 46 | SITMSitime Corp | 55,969 | $5.7T | 0.68% | |
| 47 | AVDXAvidxchange Holdings | 518,029 | $5.1T | 0.62% | |
| 48 | BABoeing Co | 26,998 | $5.1T | 0.62% | |
| 49 | RYANRyan Specialty Holdings | 123,459 | $5.1T | 0.62% | |
| 50 | PGNYProgyny Inc | 146,186 | $4.6T | 0.55% | |
| 51 | VVisa Inc | 21,488 | $4.5T | 0.54% | |
| 52 | BOOTBoot Barn Holdings | 69,751 | $4.4T | 0.52% | |
| 53 | SSTIShotSpotter | 126,588 | $4.3T | 0.51% | |
| 54 | NVONOVO-Nordisk A/S Spons ADR | 31,101 | $4.2T | 0.51% | |
| 55 | EFTTechTarget | 92,598 | $4.1T | 0.49% | |
| 56 | S9QSpirit Aerosystems Holdings | 135,448 | $4.0T | 0.48% | |
| 57 | AMZNAmazon.Com | 47,666 | $4.0T | 0.48% | |
| 58 | CSGPCostar Group Inc | 50,969 | $3.9T | 0.47% | |
| 59 | GLOBGlobant SA | 22,848 | $3.8T | 0.46% | |
| 60 | AMDAdvanced Micro Devices | 57,267 | $3.7T | 0.45% | |
| 61 | FCXFreeport-McMoran Copper | 96,658 | $3.7T | 0.44% | |
| 62 | CXMSprinklr | 434,394 | $3.5T | 0.43% | |
| 63 | GOOGLAlphabet Inc-Cl A | 39,906 | $3.5T | 0.42% | |
| 64 | MAMASTERcARD, Inc. | 9,989 | $3.5T | 0.42% | |
| 65 | WEAWestern Alliance Bancorp | 56,203 | $3.3T | 0.40% | |
| 66 | 9KGNexTier Oilfield Solutions | 361,743 | $3.3T | 0.40% | |
| 67 | PRPermian Resrouces Corp | 344,095 | $3.2T | 0.39% | |
| 68 | UNHUnitedhealth Group, Inc. | 6,068 | $3.2T | 0.39% | |
| 69 | DAVAEndava Plc | 40,874 | $3.1T | 0.38% | |
| 70 | URIUnited Rentals Inc | 8,642 | $3.1T | 0.37% | |
| 71 | VRTXVertex Pharmaceuticals | 10,138 | $2.9T | 0.35% | |
| 72 | BACBank of America | 81,921 | $2.7T | 0.33% | |
| 73 | DEDeere & Co | 6,126 | $2.6T | 0.32% | |
| 74 | COSTCostco Wholesale Corp | 5,642 | $2.6T | 0.31% | |
| 75 | ODFLOld Dominion Freight Line | 8,999 | $2.6T | 0.31% | |
| 76 | WKWorkiva | 25,803 | $2.2T | 0.26% | |
| 77 | ORLYO'Reilly Automotive Inc | 2,491 | $2.1T | 0.25% | |
| 78 | VTE1Asure Software | 225,066 | $2.1T | 0.25% | |
| 79 | PGRProgressive Corp | 16,022 | $2.1T | 0.25% | |
| 80 | FANGDiamondback Energy Inc. | 15,177 | $2.1T | 0.25% | |
| 81 | DALDelta Air Lines Inc. | 60,676 | $2.0T | 0.24% | |
| 82 | FIVNFive9 | 28,546 | $1.9T | 0.23% | |
| 83 | EPAMEpam Systems | 5,589 | $1.8T | 0.22% | |
| 84 | SWAVUSDShockwave Medical | 8,726 | $1.8T | 0.22% | |
| 85 | VICRVicor Corp | 30,266 | $1.6T | 0.20% | |
| 86 | PAYCPaycom Software Inc | 4,320 | $1.3T | 0.16% | |
| 87 | CATCaterpillar Inc | 5,479 | $1.3T | 0.16% | |
| 88 | TSLATesla Motors Inc | 9,905 | $1.2T | 0.15% | |
| 89 | DHID R Horton, Inc. | 12,172 | $1.1T | 0.13% | |
| 90 | LULULululemon Athletica Inc | 3,197 | $1.0T | 0.12% | |
| 91 | LLYEli Lilly and Company | 2,754 | $1.0T | 0.12% | |
| 92 | NOWServiceNow Inc | 2,455 | $953.2B | 0.11% | |
| 93 | DC4Dexcom Inc | 8,402 | $951.4B | 0.11% | |
| 94 | CMGChipotle Mexican Grill | 650 | $901.9B | 0.11% | |
| 95 | INTUIntuit | 2,170 | $844.6B | 0.10% | |
| 96 | MPWRMonolithic Power Systems, Inc | 1,553 | $549.2B | 0.07% | |
| 97 | CRMSalesforce, Inc. | 3,809 | $505.0B | 0.06% | |
| 98 | BILLBill.com Holdings Inc. | 4,220 | $459.8B | 0.06% | |
| 99 | PODDInsulet Corp | 685 | $201.7B | 0.02% | |
| 100 | RGENRepligen | 605 | $102.4B | 0.01% |