NEXT CENTURY GROWTH INVESTORS LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$1.0B

Holdings

116

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
VRRMVerra Mobility Corporation
$41.2M
ATROAstronics Corp
$38.7M
TMDXTransmedics Group Inc
$36.5M
LGIHLGI Homes Inc
$35.5M
VERXVertex Inc
$34.9M
SPTSprout Social
$30.4M
ATECAlphatec Holdings Inc
$29.8M
SIBNSI-BONE Inc
$29.4M
AXNX*Axonics Modulation Technology
$28.9M
FLYWFlywire Corporation
$27.5M
RXSTRxSight Inc
$26.5M
NSSCNapco Security Technologies
$24.8M
QTWOQ2 Holdings
$22.1M
JPXAerovironment
$21.2M
KNSLKinsale Capital Group
$20.5M
SAIASaia Inc
$19.0M
CELHCelsius Holdings
$18.0M
MTSIMACOM Technology Solutions Hol
$16.0M
MSFTMicrosoft Corp.
$16.0M
KRUSKura Sushi USA Inc
$15.9M
MYRGMYR Group Inc
$15.3M
KIDSOrthopediatrics Corp
$15.2M
FRPTFreshpet
$14.9M
HXLHexcel Corp
$14.9M
AGYSAgilysys
$14.4M
TNDMTandem Diabetes Care
$13.7M
SPSCSPS Commerce
$12.8M
AAPLApple Computer Inc
$12.2M
CRDOCredo Technology Group Holding
$10.9M
LSCCLattice Semiconductor Corp
$10.6M
RBCRBC Bearings Inc
$10.5M
GOOGLAlphabet Inc-Cl A
$10.3M
ARCBArcbest Corporation
$9.1M
MRTNMarten Transport
$9.1M
ASLEAersale Corporation
$8.8M
AMZNAmazon.Com
$8.6M
FIVNFive9
$7.9M
PGNYProgyny Inc
$7.4M
VCELVericel Corp
$7.4M
EXLSExlservice Holdings Inc.
$7.3M
PWRQuanta Services
$7.1M
INODInnodata Inc
$6.8M
NVDANvidia Corporation
$6.6M
INSPInspire Medical Systems Inc
$6.4M
BABoeing Co
$6.1M
PAYPaymentus Holdings
$6.0M
PENPenumbra Inc.
$6.0M
APPFAppFolio Inc
$5.9M
GLBEGlobal-E Online
$5.9M
METAMeta Platforms, Inc.
$5.7M
CCSCentury Communities
$5.5M
NEONeogenomics Inc
$5.3M
INTAIntapp
$5.2M
NOWServiceNow Inc
$5.1M
GWREGuidewire Software
$5.1M
NTRANatera Inc
$5.1M
MEDPMedpace Holdings
$4.9M
RYANRyan Specialty Holdings
$4.8M
KNXKnight-Swift Transportation Ho
$4.8M
TCMDTactile Systems
$4.7M
WKWorkiva
$4.7M
CSTLCastle Biosciences
$4.6M
TMCITreace Medical Concepts
$4.6M
LLYEli Lilly and Company
$4.6M
PCTYPaylocity Corp
$4.5M
AEHRAEHR Test Systems
$4.5M
ALKTAlkami Technology
$4.4M
CWANClearwater Analytics Holdings
$4.4M
SEMRSEMrush Holdings
$4.3M
FWRGFirst Watch Restaurant Group
$4.2M
AMDAdvanced Micro Devices
$4.1M
UNHUnitedhealth Group, Inc.
$4.1M
VVisa Inc
$4.1M
DC4Dexcom Inc
$4.0M
COSTCostco Wholesale Corp
$4.0M
ODFLOld Dominion Freight Line
$3.9M
BRZEBraze Inc
$3.9M
MAMastercard Inc
$3.7M
DCBODocebo Inc
$3.7M
ENFNEnfusion
$3.6M
GDYNGrid Dynamics Holdings Inc.
$3.5M
LFMDLifeMD
$3.4M
ACVAACV Auctions
$3.1M
GSGoldman Sachs Group Com
$3.1M
PANWPalo Alto Networks
$3.1M
CRWDCrowdstrike Holdings Inc
$3.0M
NVONOVO-Nordisk A/S Spons ADR
$3.0M
ADBEAdobe Inc.
$3.0M
DAVAEndava Plc
$2.8M
FNDFloor & Decor Holdings
$2.7M
PRCTProcept Biorobotics
$2.6M
VRTXVertex Pharmaceuticals
$2.5M
PRPermian Resrouces Corp
$2.5M
SITMSitime Corp
$2.2M
PGRProgressive Corp
$2.2M
AUGXAugmedix
$2.1M
MPWRMonolithic Power Systems, Inc
$2.1M
PDFSPDF Solution
$2.1M
EVLVEvolv Technologies
$2.1M
FNAUSDParagon 28, Inc.
$2.1M
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