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Next Century Growth Investors LLC

13F for June 30, 2026, filed August 14, 2026 · SEC CIK 1134007 · Holdings history from December 31, 2000

Reported value
$1.9bn
97% in companies we cover
Positions we cover
109
Largest ATRO 3.8%
Copy, a year
+13.3%
S&P 500 +11.7%
Copy Sharpe ratio
0.54
S&P 500 0.62

Copy-performance statistics: February 15, 2008 to November 2, 2026. Holdings history can start earlier than the price data used for performance.

Historical holdings

Holdings across the available history, including securities outside our stock coverage. Select a date to view the holdings for that period.

Related reporting managers

SEC notices identify these reporting relationships. Each manager retains its own holdings history; changes in reporting scope can involve several managers.

113 reported entries for June 30, 2026.

IssuerClass / typeReported valueQuantity
Tactile Systems87357P100 · TCMD COM $14.3m 480,207
Terex Corp880779103 · TEX COM $6.2m 85,033
Tesla Motors Inc88160R101 · TSLA COM $2.3m 5,436
Ultra Clean Holdings90385V107 · UCTT COM $31.4m 220,115
Universal Technical Institute913915104 · UTI COM $40.6m 949,379
Unusual Machines91532F102 · UMAC COM $3.9m 176,254
Velo3D Inc92259N302 · VELO COM $9.7m 553,356
Vericel Corp92346J108 · VCEL COM $27.3m 612,584
Vertiv Holdings92537N108 · VRT COM $5.5m 16,501
Visa Inc92826C839 · V COM $4.3m 12,553
Willdan Group Inc96924N100 · WLDN COM $10.0m 126,407
Xometry Inc98423F109 · XMTR COM $69.8m 723,351
iRhythm Holdings450056106 · IRTC COM $22.3m 187,064

Values use the units disclosed in the source. Where a dollar scale cannot be established, the original amount is shown as filed. Rows may include separate allocations, options and principal amounts; these are kept separate from the covered-stock portfolio used for performance.

How copying its 13F would have done

$5.0k$10.0k$20.0k$40.0k$80.0k 2008201020122014201620182020202220242026 $103k$78.8k
CopyS&P 500 $10,000 copying Next Century Growth Investors LLC's usable filed holdings in companies we cover from February 15, 2008, rebalancing at the first weekly close after each usable filing and holding until the next, against the S&P 500 (total return). Missing prices carry their last observed value. Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −52.6% (S&P 500 −50.8%); beta 1.26; alpha +0.5% a year (t = 0.16); last 12 months +6.2% against +12.1%.

Reported value by quarter

Next Century Growth Investors LLC: 13F reported value Total reported value where the source's dollar units can be established. Earlier filings in thousands of dollars are converted; dates with unresolved value units are omitted.
$0 $1B $2B $3B $4B Reported value, 2008-06-30: $2.3B Reported value, 2008-09-30: $1.9B Reported value, 2008-12-31: $1.4B Reported value, 2009-03-31: $1.3B Reported value, 2009-09-30: $2.1B Reported value, 2009-12-31: $2.2B Reported value, 2010-03-31: $2.4B Reported value, 2010-06-30: $2.2B Reported value, 2010-09-30: $2.4B Reported value, 2010-12-31: $2.9B Reported value, 2011-03-31: $3.1B Reported value, 2011-06-30: $2.7B Reported value, 2012-03-31: $2.5B Reported value, 2012-06-30: $2.5B Reported value, 2012-09-30: $2.5B Reported value, 2013-03-31: $2.9B Reported value, 2013-06-30: $3.1B Reported value, 2013-09-30: $3.5B Reported value, 2013-12-31: $3.6B Reported value, 2014-03-31: $3.4B Reported value, 2014-06-30: $3.1B Reported value, 2014-09-30: $2.8B Reported value, 2014-12-31: $2.8B Reported value, 2015-03-31: $2.8B Reported value, 2015-06-30: $2.9B Reported value, 2015-09-30: $2.4B Reported value, 2015-12-31: $2.3B Reported value, 2016-03-31: $2.1B Reported value, 2016-06-30: $2.1B Reported value, 2016-09-30: $2.2B Reported value, 2016-12-31: $1.6B Reported value, 2017-03-31: $1.2B Reported value, 2017-06-30: $1B Reported value, 2017-09-30: $833.7M Reported value, 2017-12-31: $805M Reported value, 2018-03-31: $749.5M Reported value, 2018-06-30: $783.2M Reported value, 2018-09-30: $862.3M Reported value, 2018-12-31: $702.8M Reported value, 2019-03-31: $748.7M Reported value, 2019-06-30: $802.8M Reported value, 2019-09-30: $621.5M Reported value, 2019-12-31: $768.5M Reported value, 2020-03-31: $616.2M Reported value, 2020-06-30: $878.9M Reported value, 2020-09-30: $961.3M Reported value, 2020-12-31: $1.2B Reported value, 2021-03-31: $1.3B Reported value, 2021-06-30: $1.3B Reported value, 2021-09-30: $1.2B Reported value, 2021-12-31: $1.1B Reported value, 2022-03-31: $1B Reported value, 2022-06-30: $764.8M Reported value, 2022-09-30: $820M Reported value, 2022-12-31: $832.9M Reported value, 2023-03-31: $908.7M Reported value, 2023-06-30: $1B Reported value, 2023-09-30: $919.5M Reported value, 2023-12-31: $1B Reported value, 2024-03-31: $1.2B Reported value, 2024-06-30: $1.2B Reported value, 2024-09-30: $1.2B Reported value, 2024-12-31: $1.3B Reported value, 2025-03-31: $1.1B Reported value, 2025-06-30: $1.3B Reported value, 2025-09-30: $1.4B Reported value, 2025-12-31: $1.4B Reported value, 2026-03-31: $1.4B Reported value, 2026-06-30: $1.9B 2008-06-30 2012-09-30 2016-06-30 2019-12-31 2023-06-30 2026-06-30 $1.9B
View chart data
Period Reported value
2008-06-30 $2.3B
2008-09-30 $1.9B
2008-12-31 $1.4B
2009-03-31 $1.3B
2009-09-30 $2.1B
2009-12-31 $2.2B
2010-03-31 $2.4B
2010-06-30 $2.2B
2010-09-30 $2.4B
2010-12-31 $2.9B
2011-03-31 $3.1B
2011-06-30 $2.7B
2012-03-31 $2.5B
2012-06-30 $2.5B
2012-09-30 $2.5B
2013-03-31 $2.9B
2013-06-30 $3.1B
2013-09-30 $3.5B
2013-12-31 $3.6B
2014-03-31 $3.4B
2014-06-30 $3.1B
2014-09-30 $2.8B
2014-12-31 $2.8B
2015-03-31 $2.8B
2015-06-30 $2.9B
2015-09-30 $2.4B
2015-12-31 $2.3B
2016-03-31 $2.1B
2016-06-30 $2.1B
2016-09-30 $2.2B
2016-12-31 $1.6B
2017-03-31 $1.2B
2017-06-30 $1B
2017-09-30 $833.7M
2017-12-31 $805M
2018-03-31 $749.5M
2018-06-30 $783.2M
2018-09-30 $862.3M
2018-12-31 $702.8M
2019-03-31 $748.7M
2019-06-30 $802.8M
2019-09-30 $621.5M
2019-12-31 $768.5M
2020-03-31 $616.2M
2020-06-30 $878.9M
2020-09-30 $961.3M
2020-12-31 $1.2B
2021-03-31 $1.3B
2021-06-30 $1.3B
2021-09-30 $1.2B
2021-12-31 $1.1B
2022-03-31 $1B
2022-06-30 $764.8M
2022-09-30 $820M
2022-12-31 $832.9M
2023-03-31 $908.7M
2023-06-30 $1B
2023-09-30 $919.5M
2023-12-31 $1B
2024-03-31 $1.2B
2024-06-30 $1.2B
2024-09-30 $1.2B
2024-12-31 $1.3B
2025-03-31 $1.1B
2025-06-30 $1.3B
2025-09-30 $1.4B
2025-12-31 $1.4B
2026-03-31 $1.4B
2026-06-30 $1.9B

Latest covered holdings and moves

Covered holdings as of June 30, 2026.

CompanyShare of portfolioValueSharesChange in shares
ATROAstronics Corp3.81%$71.9m895.1K+13.8% Added
XMTRXometry, Inc.3.70%$69.8m723.4K−8.1% Reduced
LGNDLigand Pharmaceuticals Inc3.33%$62.8m198.5K+107.1% Added
ALHCAlignment Healthcare, Inc.3.20%$60.4m2.54M+12.2% Added
LINCLincoln Educational Services Corp3.11%$58.7m1.18M+13.0% Added
MIRMMirum Pharmaceuticals, Inc.2.61%$49.2m420.2K+9.0% Added
BLLNBilliontoone, Inc.2.32%$43.7m364.5K+302.4% Added
GLBEGlobal-e Online Ltd.2.16%$40.7m1.17M+53.7% Added
UTIUniversal Technical Institute Inc2.15%$40.6m949.4K−0.6% Reduced
AXGNAxogen, Inc.2.14%$40.3m872.5K+0.8% Added
AEHRAehr Test Systems2.09%$39.5m410.7K−45.6% Reduced
AGYSAgilysys Inc2.03%$38.3m366.1K+128.1% Added
MYRGMYR Group Inc.1.95%$36.8m73.5K−43.2% Reduced
PKEPark Aerospace Corp1.94%$36.5m957.6K+42.5% Added
MAMAMama's Creations, Inc.1.88%$35.5m1.99M+14.0% Added
IPGPIPG Photonics Corp1.68%$31.8m270.8KNew
SAIASaia Inc1.68%$31.8m75.4K+83.3% Added
UCTTUltra Clean Holdings, Inc.1.66%$31.4m220.1K−21.5% Reduced
RBCRBC Bearings Inc1.62%$30.6m47.6K+20.4% Added
GHGuardant Health, Inc.1.60%$30.1m200.7K+644.1% Added
KNXKnight-swift Transportation Holdings Inc.1.53%$28.9m370.8K+135.4% Added
ALMAlmonty Industries Inc.1.53%$28.8m1.74M−4.3% Reduced
INODInnodata Inc1.47%$27.6m365.7K−0.7% Reduced
VCELVericel Corp1.45%$27.3m612.6K+301.0% Added
FPSForgent Power Solutions, Inc.1.36%$25.7m460.0K+58.7% Added
CVLGCovenant Logistics Group, Inc.1.29%$24.4m551.9K+87.2% Added
MTSIMacom Technology Solutions Holdings, Inc.1.29%$24.3m63.8K−51.0% Reduced
CRSCarpenter Technology Corp1.26%$23.7m38.5K−32.7% Reduced
NVDANVIDIA Corporation1.20%$22.6m113.2K0.0%
IRTCIrhythm Holdings, Inc.1.18%$22.3m187.1K+10.5% Added
STRLSterling Infrastructure, Inc.1.17%$22.0m26.2K−61.1% Reduced
LSCCLattice Semiconductor Corp1.13%$21.4m139.9K−50.0% Reduced
GOOGLAlphabet Inc. (Class A)1.13%$21.3m59.5K+53.2% Added
AIPArteris, Inc.1.13%$21.2m437.2K−25.8% Reduced
FROGJfrog Ltd1.11%$21.0m230.7K+29.0% Added
HTFLHeartflow, Inc.1.04%$19.7m671.4K+2.8% Added
PAYPaymentus Holdings, Inc.0.99%$18.7m772.5K−33.3% Reduced
SVCOSilvaco Group, Inc.0.92%$17.4m1.26M+51.6% Added
DPCDPC Holdings PLC0.90%$17.0m347.0KNew
ORNOrion Group Holdings Inc0.88%$16.6m988.5K+50.5% Added
BRZEBraze, Inc.0.86%$16.2m747.3KNew
ICHRIchor Holdings, LTD.0.85%$16.0m142.6K−23.7% Reduced
OUSTOuster, Inc.0.84%$15.8m252.2KNew
FEIMFrequency Electronics Inc0.81%$15.3m230.7K+6.6% Added
AAPLApple Inc.0.80%$15.0m51.8K−33.6% Reduced
BROSDutch Bros Inc.0.78%$14.6m203.5K−38.8% Reduced
TCMDTactile Systems Technology Inc0.76%$14.3m480.2K+12.2% Added
AAONAAON, Inc.0.74%$14.0m110.0K+1.4% Added
ADPTAdaptive Biotechnologies Corp0.69%$13.1m609.8K+20.9% Added
DOCNDigitalocean Holdings, Inc.0.66%$12.5m79.6KNew
MPTIM-tron Industries, Inc.0.65%$12.3m124.2K+14.7% Added
MRTNMarten Transport LTD0.64%$12.1m699.3K+67.1% Added
MXLMaxlinear, Inc0.64%$12.0m93.6KNew
KMTSKestra Medical Technologies, LTD.0.62%$11.7m458.5K+0.2%
AVGOBroadcom0.60%$11.2m29.7K−4.9% Reduced
BLZEBackblaze, Inc.0.58%$10.9m687.5KNew
MODModine Manufacturing Co0.58%$10.9m40.7K−19.0% Reduced
WLDNWilldan Group, Inc.0.53%$10.0m126.4KNew
VELOVelo3d, Inc.0.52%$9.7m553.4KNew
SIBNSi-bone, Inc.0.51%$9.6m585.3K+52.4% Added
LOARLoar Holdings Inc.0.50%$9.4m116.8K−6.5% Reduced
GEGE Aerospace0.46%$8.7m23.4K+47.9% Added
EQPTEquipmentshare.com Inc0.45%$8.4m429.6K+89.3% Added
MSFTMicrosoft Corporation0.43%$8.2m21.9K−27.1% Reduced
KRMNKarman Holdings Inc.0.43%$8.1m162.0K−5.4% Reduced
AMATApplied Materials0.42%$7.9m10.9K−18.8% Reduced
GSGoldman Sachs0.41%$7.7m7.6K0.0%
SAROStandardaero, Inc.0.40%$7.5m251.4K−4.4% Reduced
GHMGraham Corp0.40%$7.5m60.5KNew
AAOIApplied Optoelectronics, Inc.0.39%$7.4m50.0K−84.4% Reduced
HWMHowmet Aerospace0.38%$7.1m26.3K0.0%
MPMP Materials Corp. / DE0.36%$6.9m122.6K−4.4% Reduced
BWBBridgewater Bancshares Inc0.35%$6.7m318.4K−4.5% Reduced
CRWDCrowdStrike0.35%$6.7m8.7K0.0%
TEXTerex Corp0.33%$6.2m85.0K−22.0% Reduced
OFRMOnce Upon A Farm, PBC0.32%$6.1m296.1K+24.4% Added
AMDAdvanced Micro Devices0.32%$5.9m10.2K−20.6% Reduced
VRTVertiv0.29%$5.5m16.5K−48.9% Reduced
OLLIOllie's Bargain Outlet Holdings, Inc.0.28%$5.4m69.6K−47.6% Reduced
CATCaterpillar Inc.0.28%$5.3m4.9K−29.5% Reduced
PLPlanet Labs PBC0.27%$5.0m151.7K−46.1% Reduced
KOPNKopin Corp0.26%$4.8m1.07M+351.6% Added
SHOPShopify Inc.0.24%$4.5m39.5K+61.5% Added
METAMeta Platforms0.23%$4.3m7.7K−15.3% Reduced
VVisa Inc.0.23%$4.3m12.6K0.0%
BRUNBoost Run Inc.0.22%$4.1m105.5KNew
GKOSGlaukos Corp0.21%$4.0m28.8KNew
CAVACAVA Group, Inc.0.21%$4.0m51.0K−44.5% Reduced
UMACUnusual Machines, Inc.0.21%$3.9m176.3KNew
GEVGE Vernova0.20%$3.8m3.3K−42.5% Reduced
PWRQuanta Services0.20%$3.8m5.3K0.0%
HOODRobinhood Markets0.19%$3.6m36.2K0.0%
COHRCoherent Corp.0.18%$3.3m8.4K−92.3% Reduced
AXONAxon Enterprise0.15%$2.8m5.1K−44.8% Reduced
EVLVEvolv Technologies Holdings, Inc.0.15%$2.8m485.4K−39.9% Reduced
ROKURoku, Inc0.15%$2.8m20.3K0.0%
INSMInsmed Inc0.15%$2.8m26.2K0.0%
STXSeagate Technology0.15%$2.8m2.9K−39.0% Reduced
LMBLimbach Holdings, Inc.0.15%$2.8m36.0K−4.6% Reduced
ASMLAsml Holding NV0.14%$2.7m1.3KNew
MAMastercard0.14%$2.6m5.0K0.0%
ANETArista Networks0.14%$2.5m15.0KNew
AMZNAmazon0.13%$2.4m10.0K−70.7% Reduced
TSLATesla, Inc.0.12%$2.3m5.4K−48.5% Reduced
MRVLMarvell Technology0.12%$2.2m7.5KNew
COSTCostco0.11%$2.1m2.2K0.0%
APPApplovin Corp0.10%$2.0m3.9K−21.3% Reduced
BEBloom Energy0.09%$1.8m5.8K−87.0% Reduced
LGCYLegacy Education Inc.0.04%$722,99361.5KNew
CompanyBought (value)Shares
BLLNBilliontoone, Inc.$32.9m273.9K
LGNDLigand Pharmaceuticals Inc$32.5m102.7K
IPGPIPG Photonics Corp$31.8m270.8K
GHGuardant Health, Inc.$26.1m173.7K
AGYSAgilysys Inc$21.5m205.6K
VCELVericel Corp$20.5m459.8K
DPCDPC Holdings PLC$17.0m347.0K
KNXKnight-swift Transportation Holdings Inc.$16.6m213.3K
BRZEBraze, Inc.$16.2m747.3K
OUSTOuster, Inc.$15.8m252.2K
SAIASaia Inc$14.4m34.3K
GLBEGlobal-e Online Ltd.$14.2m409.6K
DOCNDigitalocean Holdings, Inc.$12.5m79.6K
MXLMaxlinear, Inc$12.0m93.6K
CVLGCovenant Logistics Group, Inc.$11.4m257.0K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
AAOIApplied Optoelectronics, Inc.−$40.1m−270.7K
COHRCoherent Corp.−$40.1m−101.6K
AORTArtivion, Inc.−$37.5m−1.02M
STRLSterling Infrastructure, Inc.−$34.6m−41.2K
AEHRAehr Test Systems−$33.0m−344.0K
MYRGMYR Group Inc.−$28.0m−56.0K
ATECAlphatec Holdings, Inc.−$25.8m−2.37M
MTSIMacom Technology Solutions Holdings, Inc.−$25.3m−66.5K
LSCCLattice Semiconductor Corp−$21.4m−139.7K
LGNLegence Corp.−$13.4m−238.1K
BEBloom Energy−$11.8m−38.9K
CRSCarpenter Technology Corp−$11.5m−18.7K
APLDApplied Digital Corp.−$10.3m−431.9K
WULFTerawulf Inc.−$10.0m−694.5K
CELHCelsius Holdings, Inc.−$9.8m−277.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
AORTArtivion, Inc.$37.5m1.02M
ATECAlphatec Holdings, Inc.$25.8m2.37M
LGNLegence Corp.$13.4m238.1K
APLDApplied Digital Corp.$10.3m431.9K
WULFTerawulf Inc.$10.0m694.5K
CELHCelsius Holdings, Inc.$9.8m277.3K
TMDXTransmedics Group, Inc.$9.6m96.4K
ADMAAdma Biologics, Inc.$7.0m774.4K
WAYWaystar Holding Corp.$5.2m216.6K
YSSYork Space Systems Inc.$4.3m191.8K
ZETAZeta Global Holdings Corp.$4.2m264.0K
PEGAPegasystems Inc$3.5m82.1K
KNSLKinsale Capital Group, Inc.$3.3m9.6K
LEUCentrus Energy Corp$2.5m14.2K
PLTRPalantir Technologies Inc.$2.3m15.9K
WINGWingstop Inc.$2.3m14.7K
CVNACarvana$1.7m5.5K
  • Industrials31.1%
  • Technology29.7%
  • Health Care22.5%
  • Consumer Discretionary7.1%
  • Materials3.3%
  • Financials2.4%
  • Consumer Staples2.4%
  • Communication Services1.6%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 15, 2008 to November 2, 2026+13.3%+11.7%0.540.62−52.6%1.26
2010 to 2017January 8, 2010 to December 29, 2017+17.5%+13.5%0.830.98−37.0%1.39
2018 onwardsJanuary 5, 2018 to November 2, 2026+14.5%+13.9%0.530.66−43.2%1.28
Last three yearsNovember 3, 2023 to November 2, 2026+15.8%+21.8%0.561.16−27.0%1.33
Last yearNovember 7, 2025 to November 2, 2026+6.1%+14.2%0.200.84−21.7%1.49

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.