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

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B $1.2B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.9B Q2 2026

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%
MPWR Monolithic Power Systems Inc. 0.23% 3,362 $2.8M Reduce -0.2%
PR Permian Resources Corp. Class A 0.22% 167,401 $2.7M Reduce -0.8%
BSX Boston Scientific Corp. 0.21% 32,789 $2.5M Reduce -0.3%
SYM Symbotic Inc. 0.21% 71,630 $2.5M Reduce -0.3%
UNH Unitedhealth Group Inc. 0.20% 4,833 $2.5M Reduce -0.3%
CSGP Costar Group Inc. 0.20% 32,784 $2.4M Reduce -0.3%
DCBO Docebo Inc. 0.20% 62,743 $2.4M Reduce -50.1%
PDFS PDF Solutions Inc. 0.20% 65,696 $2.4M Reduce -0.1%
PCTY Paylocity Holding Corp. 0.19% 17,743 $2.3M Add +15.2%
AIP Arteris Inc. 0.17% 278,562 $2.1M New
GSHD Goosehead Insurance Inc. Class A 0.17% 34,827 $2.0M Reduce -70.9%
CCS Century Communities Inc. 0.16% 24,310 $2.0M Reduce -60.4%
ISRG Intuitive Surgical Inc. 0.16% 4,331 $1.9M Reduce -0.3%
CMG Chipotle Mexican Grill Inc. 0.16% 30,450 $1.9M Reduce -0.2%
LFMD Lifemd Inc. 0.16% 277,644 $1.9M Reduce -32.4%
NVO Novo-Nordisk A/S-Spons ADR 0.16% 13,303 $1.9M Reduce -55.3%
CDNS Cadence Design SYS Inc. 0.16% 6,077 $1.9M Reduce -0.3%
DHI D.R. Horton Inc. 0.15% 13,120 $1.8M Reduce -0.3%
PBPB Potbelly Corp. 0.11% 169,108 $1.4M Reduce -0.1%
WDAY Workday Inc. Class A 0.11% 5,910 $1.3M Reduce -0.3%
SHOP Shopify Inc. Class A 0.10% 18,221 $1.2M New
TSLA Tesla Inc. 0.09% 5,757 $1.1M Reduce -30.3%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 113$1.9BXMTR, LGND, ALHC, ATRO, LINC
Q1 2026 112$1.4BATRO, LINC, ALHC, AORT, MYRG
Q4 2025 120$1.4BATRO, ATEC, XMTR, AORT, ALHC
Q3 2025 123$1.4BATRO, AORT, XMTR, ALHC, UTI
Q2 2025 122$1.3BATRO, PAY, STRL, IRTC, UTI
Q1 2025 122$1.1BWGS, PAY, ALHC, ATRO, PAR
Q4 2024 130$1.3BPAY, PAR, GDYN, VCEL, ACVA
Q3 2024 127$1.2BATRO, TNDM, TMDX, VRRM, RXST
Q2 2024 122$1.2BTMDX, ATRO, VRRM, NSSC, TNDM
Q1 2024 120$1.2BATRO, VERX, VRRM, TMDX, LGIH