Next Century Growth Investors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Next Century Growth Investors LLC reported 122 stock positions worth $1.2 billion. Its top holding was Transmedics (TMDX) at 4.2% of the portfolio, followed by Astronics (ATRO, 3.9%) and Verra Mobility (VRRM, 3.4%). Compared with Q1 2024, it opened 16 new positions, sold out of 14, added to 46 and reduced 60. The biggest buy was a new position in Par Technology (PAR) and the biggest sale an exit from Sprout Social Class A (SPT).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001134007
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001134007-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 122 stocks · $1.2B
| TMDX Transmedics Group Inc. | 4.21% | 336,397 | $50.7M | Reduce -28.8% |
| ATRO Astronics Corp. | 3.95% | 2,373,103 | $47.5M | Add +6.4% |
| VRRM Verra Mobility Corp. | 3.43% | 1,517,021 | $41.3M | Add +7.3% |
| NSSC Napco Security Technologies | 3.38% | 783,449 | $40.7M | Add +6.3% |
| TNDM Tandem Diabetes Care Inc. | 3.06% | 914,370 | $36.8M | Add +7.2% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 2.79% | 556,599 | $33.6M | Add +7.2% |
| AVAV Aerovironment Inc. | 2.76% | 182,238 | $33.2M | Add +6.3% |
| RXST Rxsight Inc. | 2.64% | 528,296 | $31.8M | Add +3.5% |
| VERX Vertex Inc. Class A | 2.54% | 848,394 | $30.6M | Reduce -33.5% |
| FRPT Freshpet Inc. | 2.24% | 208,545 | $27.0M | Add +7.3% |
| PAY Paymentus Holdings Inc. Class A | 2.07% | 1,309,566 | $24.9M | Add +92.2% |
| MTSI Macom Technology Solutions H | 1.96% | 211,955 | $23.6M | Add +18.6% |
| SAIA Saia Inc. | 1.90% | 48,254 | $22.9M | Add +14.6% |
| FLYW Flywire Corp.-Voting | 1.77% | 1,301,768 | $21.3M | Add +7.4% |
| KNSL Kinsale Capital Group Inc. | 1.68% | 52,419 | $20.2M | Reduce -2.1% |
| MSFT Microsoft Corp. | 1.60% | 43,082 | $19.3M | Reduce -0.3% |
| AGYS Agilysys Inc. | 1.58% | 183,010 | $19.1M | Add +6.2% |
| VCEL Vericel Corp. | 1.48% | 388,778 | $17.8M | Reduce -2.6% |
| PAR Par Technology Corp. | 1.43% | 365,121 | $17.2M | New |
| ATEC Alphatec Holdings Inc. | 1.38% | 1,594,313 | $16.7M | Add +0.6% |
| NVDA Nvidia Corp. | 1.37% | 133,930 | $16.5M | Reduce -0.3% |
| MYRG MYR Group Inc./Delaware | 1.32% | 117,276 | $15.9M | Add +9.2% |
| NTRA Natera Inc. | 1.28% | 142,013 | $15.4M | Add +14.6% |
| SPSC SPS Commerce Inc. | 1.22% | 78,355 | $14.7M | Add +14.5% |
| PRCT Procept Biorobotics Corp. | 1.22% | 239,591 | $14.6M | Add +167.6% |
| HXL Hexcel Corp. | 1.21% | 233,247 | $14.6M | Add +23.0% |
| CELH Celsius Holdings Inc. | 1.20% | 253,391 | $14.5M | Add +16.9% |
| AAPL Apple Inc. | 1.19% | 67,795 | $14.3M | Add +53.5% |
| INOD Innodata Inc. | 1.10% | 893,727 | $13.3M | Add +8.5% |
| CYBR Cyberark Software Ltd./Israel | 1.09% | 47,954 | $13.1M | Add +62.2% |
| QNST Quinstreet Inc. | 1.06% | 766,385 | $12.7M | Add +16.1% |
| GOOGL Alphabet Inc. Class A | 1.02% | 67,384 | $12.3M | Reduce -9.5% |
| COHR Coherent Corp. | 1.00% | 166,862 | $12.1M | New |
| ALKT Alkami Technology Inc. | 1.00% | 421,588 | $12.0M | Add +13.9% |
| RBC RBC Bearings Inc. | 0.98% | 43,555 | $11.8M | Add +14.5% |
| AMZN Amazon.com Inc. | 0.97% | 60,154 | $11.6M | Add +5.1% |
| EXLS Exlservice Holdings Inc. | 0.93% | 356,747 | $11.2M | Add +14.6% |
| MEDP Medpace Holdings Inc. | 0.91% | 26,632 | $11.0M | Add +14.5% |
| SIBN Si-Bone Inc. | 0.91% | 845,421 | $10.9M | Reduce -21.0% |
| SDHC Smith Douglas Homes Corp. | 0.90% | 463,834 | $10.8M | Add +159.2% |
| CRDO Credo Technology Group Holdi | 0.89% | 336,260 | $10.7M | Add +245.3% |
| ACVA Acv Auctions Inc. Class A | 0.88% | 577,700 | $10.5M | Add +61.1% |
| SEMR Semrush Holdings Inc. Class A | 0.81% | 732,743 | $9.8M | Add +7.6% |
| LGIH Lgi Homes Inc. | 0.81% | 108,985 | $9.8M | Reduce -59.9% |
| ENFN Enfusion Inc. Class A | 0.79% | 1,121,623 | $9.6M | Add +140.0% |
| APPF Appfolio Inc. Class A | 0.77% | 38,052 | $9.3M | Add +35.6% |
| GWRE Guidewire Software Inc. | 0.76% | 66,477 | $9.2M | Add +36.6% |
| FTAI Ftai Aviation Ltd. | 0.73% | 84,762 | $8.7M | New |
| KRUS Kura Sushi USA Inc. Class A | 0.67% | 127,739 | $8.1M | Reduce -25.7% |
| USAP Universal Stainless & Alloy | 0.67% | 293,181 | $8.0M | New |
| MRTN Marten Transport Ltd. | 0.66% | 432,474 | $8.0M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.61% | 14,578 | $7.4M | Reduce -10.8% |
| BROS Dutch Bros Inc. Class A | 0.58% | 168,304 | $7.0M | New |
| PGNY Progyny Inc. | 0.56% | 237,238 | $6.8M | Add +14.5% |
| LOAR Loar Holdings Inc. | 0.55% | 124,967 | $6.7M | New |
| MNDY Monday.com Ltd. | 0.52% | 26,070 | $6.3M | Add +7.5% |
| LLY Eli Lilly & Co. | 0.51% | 6,848 | $6.2M | Reduce -13.9% |
| CAVA Cava Group Inc. | 0.51% | 66,375 | $6.2M | Reduce -6.8% |
| STRL Sterling Infrastructure Inc. | 0.51% | 51,678 | $6.1M | New |
| LSCC Lattice Semiconductor Corp. | 0.49% | 101,116 | $5.9M | Reduce -36.3% |
| CWAN Clearwater Analytics HDS-A | 0.48% | 313,534 | $5.8M | Add +39.2% |
| BOW Bowhead Specialty Holdings I | 0.48% | 228,353 | $5.8M | New |
| COST Costco Wholesale Corp. | 0.43% | 6,083 | $5.2M | Reduce -0.3% |
| ARCB Arcbest Corp. | 0.43% | 48,276 | $5.2M | Reduce -36.8% |
| CSTL Castle Biosciences Inc. | 0.43% | 236,830 | $5.2M | Add +7.9% |
| GDYN Grid Dynamics Holdings Inc. | 0.42% | 484,603 | $5.1M | Add +54.2% |
| INTA Intapp Inc. | 0.42% | 137,194 | $5.0M | Reduce -0.1% |
| FIVN FIVE9 Inc. | 0.40% | 110,432 | $4.9M | Add +6.0% |
| TCMD Tactile Systems Technology I | 0.38% | 385,956 | $4.6M | Reduce -46.3% |
| KIDS Orthopediatrics Corp. | 0.38% | 157,746 | $4.5M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.37% | 5,685 | $4.5M | Reduce -22.7% |
| ORN Orion Group Holdings Inc. | 0.37% | 468,742 | $4.5M | New |
| MAMA Mama's Creations Inc. | 0.37% | 658,842 | $4.4M | New |
| BA The Boeing Co. | 0.36% | 23,834 | $4.3M | Reduce -0.3% |
| V Visa Inc. Class A | 0.35% | 16,007 | $4.2M | Reduce -0.3% |
| NEO Neogenomics Inc. | 0.34% | 293,380 | $4.1M | Reduce -10.6% |
| AORT Artivion Inc. | 0.33% | 157,195 | $4.0M | New |
| AMD Advanced Micro Devices | 0.33% | 24,849 | $4.0M | Reduce -0.3% |
| LINC Lincoln Educational Services | 0.33% | 331,584 | $3.9M | New |
| MA Mastercard Inc. Class A | 0.32% | 8,847 | $3.9M | Reduce -0.3% |
| GLBE Global-E Online Ltd. | 0.32% | 107,597 | $3.9M | Reduce -29.7% |
| DXCM Dexcom Inc. | 0.31% | 32,811 | $3.7M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.31% | 42,945 | $3.7M | Add +15.9% |
| PWR Quanta Services Inc. | 0.30% | 14,398 | $3.7M | Reduce -57.7% |
| GS Goldman Sachs Group Inc. | 0.30% | 8,025 | $3.6M | Reduce -0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.30% | 7,697 | $3.6M | Reduce -22.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 9,413 | $3.6M | Reduce -22.0% |
| FROG Jfrog Ltd. | 0.30% | 95,504 | $3.6M | Reduce -28.4% |
| ODFL Old Dominion Freight Line | 0.28% | 19,404 | $3.4M | Reduce -0.3% |
| AAON Aaon Inc. | 0.28% | 38,784 | $3.4M | New |
| VCYT Veracyte Inc. | 0.27% | 147,879 | $3.2M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.26% | 4,725 | $3.2M | Reduce -0.3% |
| UTI Universal Technical Institut | 0.26% | 198,372 | $3.1M | New |
| PEN Penumbra Inc. | 0.26% | 17,299 | $3.1M | Reduce -18.8% |
| FWRG First Watch Restaurant Group | 0.25% | 174,617 | $3.1M | Reduce -17.2% |
| ADBE Adobe Inc. | 0.25% | 5,426 | $3.0M | Reduce -17.3% |
| ARM Arm Holdings PLC-ADR | 0.25% | 18,303 | $3.0M | Add +44.6% |
| PANW Palo Alto Networks Inc. | 0.24% | 8,562 | $2.9M | Reduce -18.4% |
| FND Floor & Decor Holdings Inc. Class A | 0.24% | 29,012 | $2.9M | Add +14.5% |
| PGR Progressive Corp. | 0.24% | 13,672 | $2.8M | Reduce -0.3% |
Portfolio Sells Q1 2024 → Q2 2024
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −2.61 |
| LGIH Lgi Homes Inc. | Reduce -59.9% | 0.81% | −1.94 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -25.7% | 0.67% | −1.05 |
| VERX Vertex Inc. Class A | Reduce -33.5% | 2.54% | −0.98 |
| TMCI Treace Medical Concepts Inc. | Sold out | 0.00% | −0.87 |
| KNSL Kinsale Capital Group Inc. | Reduce -2.1% | 1.68% | −0.76 |
| TCMD Tactile Systems Technology I | Reduce -46.3% | 0.38% | −0.63 |
| SIBN Si-Bone Inc. | Reduce -21.0% | 0.91% | −0.61 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.61 |
| LSCC Lattice Semiconductor Corp. | Reduce -36.3% | 0.49% | −0.59 |
| RYAN Ryan Specialty Holdings Inc. | Sold out | 0.00% | −0.56 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -70.9% | 0.17% | −0.53 |
| ARCB Arcbest Corp. | Reduce -36.8% | 0.43% | −0.52 |
| PWR Quanta Services Inc. | Reduce -57.7% | 0.30% | −0.46 |
| ACCD Accolade Inc. | Sold out | 0.00% | −0.42 |
| WK Workiva Inc. | Sold out | 0.00% | −0.35 |
| CCS Century Communities Inc. | Reduce -60.4% | 0.16% | −0.35 |
| DCBO Docebo Inc. | Reduce -50.1% | 0.20% | −0.33 |
| VCEL Vericel Corp. | Reduce -2.6% | 1.48% | −0.32 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.29 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.22 |
| FROG Jfrog Ltd. | Reduce -28.4% | 0.30% | −0.21 |
| LFMD Lifemd Inc. | Reduce -32.4% | 0.16% | −0.21 |
| GLOB Globant SA | Sold out | 0.00% | −0.20 |
| FWRG First Watch Restaurant Group | Reduce -17.2% | 0.25% | −0.20 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.20 |
| AEHR Aehr Test Systems | Sold out | 0.00% | −0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -55.3% | 0.16% | −0.17 |
| EVLV Evolv Technologies Holdings | Sold out | 0.00% | −0.17 |
| GLBE Global-E Online Ltd. | Reduce -29.7% | 0.32% | −0.16 |
| PEN Penumbra Inc. | Reduce -18.8% | 0.26% | −0.15 |
| AUGX Augmedix Inc. | Sold out | 0.00% | −0.13 |
| NOW ServiceNow Inc. | Reduce -22.7% | 0.37% | −0.12 |
| NEO Neogenomics Inc. | Reduce -10.6% | 0.34% | −0.11 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.11 |
| DXCM Dexcom Inc. | Reduce -0.2% | 0.31% | −0.09 |
| ODFL Old Dominion Freight Line | Reduce -0.3% | 0.28% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -10.8% | 0.61% | −0.08 |
| CSGP Costar Group Inc. | Reduce -0.3% | 0.20% | −0.07 |
| SYM Symbotic Inc. | Reduce -0.3% | 0.21% | −0.07 |
| PBPB Potbelly Corp. | Reduce -0.1% | 0.11% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -22.4% | 0.30% | −0.06 |
| AMD Advanced Micro Devices | Reduce -0.3% | 0.33% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.32% | −0.05 |
| BA The Boeing Co. | Reduce -0.3% | 0.36% | −0.04 |
| V Visa Inc. Class A | Reduce -0.3% | 0.35% | −0.04 |
| ADBE Adobe Inc. | Reduce -17.3% | 0.25% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -22.0% | 0.30% | −0.04 |
| DHI D.R. Horton Inc. | Reduce -0.3% | 0.15% | −0.03 |
| PR Permian Resources Corp. Class A | Reduce -0.8% | 0.22% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| PAR Par Technology Corp. | New | 1.43% | +1.43 |
| COHR Coherent Corp. | New | 1.00% | +1.00 |
| PRCT Procept Biorobotics Corp. | Add +167.6% | 1.22% | +0.83 |
| NSSC Napco Security Technologies | Add +6.3% | 3.38% | +0.81 |
| FTAI Ftai Aviation Ltd. | New | 0.73% | +0.73 |
| PAY Paymentus Holdings Inc. Class A | Add +92.2% | 2.07% | +0.72 |
| CRDO Credo Technology Group Holdi | Add +245.3% | 0.89% | +0.71 |
| USAP Universal Stainless & Alloy | New | 0.67% | +0.67 |
| INOD Innodata Inc. | Add +8.5% | 1.10% | +0.63 |
| BROS Dutch Bros Inc. Class A | New | 0.58% | +0.58 |
| LOAR Loar Holdings Inc. | New | 0.55% | +0.55 |
| AAPL Apple Inc. | Add +53.5% | 1.19% | +0.53 |
| STRL Sterling Infrastructure Inc. | New | 0.51% | +0.51 |
| BOW Bowhead Specialty Holdings I | New | 0.48% | +0.48 |
| MTSI Macom Technology Solutions H | Add +18.6% | 1.96% | +0.48 |
| AVAV Aerovironment Inc. | Add +6.3% | 2.76% | +0.47 |
| SDHC Smith Douglas Homes Corp. | Add +159.2% | 0.90% | +0.44 |
| TNDM Tandem Diabetes Care Inc. | Add +7.2% | 3.06% | +0.44 |
| ENFN Enfusion Inc. Class A | Add +140.0% | 0.79% | +0.42 |
| QTWO Q2 Holdings Inc. | Add +7.2% | 2.79% | +0.42 |
| CYBR Cyberark Software Ltd./Israel | Add +62.2% | 1.09% | +0.41 |
| ORN Orion Group Holdings Inc. | New | 0.37% | +0.37 |
| MAMA Mama's Creations Inc. | New | 0.37% | +0.37 |
| VRRM Verra Mobility Corp. | Add +7.3% | 3.43% | +0.36 |
| RXST Rxsight Inc. | Add +3.5% | 2.64% | +0.35 |
| AORT Artivion Inc. | New | 0.33% | +0.33 |
| LINC Lincoln Educational Services | New | 0.33% | +0.33 |
| AGYS Agilysys Inc. | Add +6.2% | 1.58% | +0.32 |
| NTRA Natera Inc. | Add +14.6% | 1.28% | +0.29 |
| ACVA Acv Auctions Inc. Class A | Add +61.1% | 0.88% | +0.29 |
| FRPT Freshpet Inc. | Add +7.3% | 2.24% | +0.29 |
| AAON Aaon Inc. | New | 0.28% | +0.28 |
| GWRE Guidewire Software Inc. | Add +36.6% | 0.76% | +0.27 |
| UTI Universal Technical Institut | New | 0.26% | +0.26 |
| ATRO Astronics Corp. | Add +6.4% | 3.95% | +0.26 |
| ALKT Alkami Technology Inc. | Add +13.9% | 1.00% | +0.21 |
| AIP Arteris Inc. | New | 0.17% | +0.17 |
| APPF Appfolio Inc. Class A | Add +35.6% | 0.77% | +0.17 |
| CWAN Clearwater Analytics HDS-A | Add +39.2% | 0.48% | +0.14 |
| SPSC SPS Commerce Inc. | Add +14.5% | 1.22% | +0.13 |
| ARM Arm Holdings PLC-ADR | Add +44.6% | 0.25% | +0.11 |
| SHOP Shopify Inc. Class A | New | 0.10% | +0.10 |
| MEDP Medpace Holdings Inc. | Add +14.5% | 0.91% | +0.09 |
| GDYN Grid Dynamics Holdings Inc. | Add +54.2% | 0.42% | +0.09 |
| RBC RBC Bearings Inc. | Add +14.5% | 0.98% | +0.08 |
| EXLS Exlservice Holdings Inc. | Add +14.6% | 0.93% | +0.07 |
| AMZN Amazon.com Inc. | Add +5.1% | 0.97% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +15.9% | 0.31% | +0.05 |
| MNDY Monday.com Ltd. | Add +7.5% | 0.52% | +0.05 |
| QNST Quinstreet Inc. | Add +16.1% | 1.06% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 113 | $1.9B | XMTR, LGND, ALHC, ATRO, LINC |
| Q1 2026 | 112 | $1.4B | ATRO, LINC, ALHC, AORT, MYRG |
| Q4 2025 | 120 | $1.4B | ATRO, ATEC, XMTR, AORT, ALHC |
| Q3 2025 | 123 | $1.4B | ATRO, AORT, XMTR, ALHC, UTI |
| Q2 2025 | 122 | $1.3B | ATRO, PAY, STRL, IRTC, UTI |
| Q1 2025 | 122 | $1.1B | WGS, PAY, ALHC, ATRO, PAR |
| Q4 2024 | 130 | $1.3B | PAY, PAR, GDYN, VCEL, ACVA |
| Q3 2024 | 127 | $1.2B | ATRO, TNDM, TMDX, VRRM, RXST |
| Q2 2024 | 122 | $1.2B | TMDX, ATRO, VRRM, NSSC, TNDM |
| Q1 2024 | 120 | $1.2B | ATRO, VERX, VRRM, TMDX, LGIH |