Next Century Growth Investors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Next Century Growth Investors LLC reported 127 stock positions worth $1.2 billion. Its top holding was Astronics (ATRO) at 3.6% of the portfolio, followed by Tandem Diabetes Care (TNDM, 3.4%) and Transmedics (TMDX, 3.4%). Compared with Q2 2024, it opened 21 new positions, sold out of 16, added to 47 and reduced 59. The biggest buy was Veracyte (VCYT, shares +290%) and the biggest sale Napco Security Technologies (NSSC, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001134007
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001134007-24-000008 ↗ filed Nov 14, 2024
Holdings Value
Holdings 127 stocks · $1.2B
| ATRO Astronics Corp. | 3.61% | 2,288,218 | $44.6M | Reduce -3.6% |
| TNDM Tandem Diabetes Care Inc. | 3.38% | 982,682 | $41.7M | Add +7.5% |
| TMDX Transmedics Group Inc. | 3.35% | 263,645 | $41.4M | Reduce -21.6% |
| VRRM Verra Mobility Corp. | 3.31% | 1,471,325 | $40.9M | Reduce -3.0% |
| RXST Rxsight Inc. | 2.31% | 576,453 | $28.5M | Add +9.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 2.28% | 352,864 | $28.1M | Reduce -36.6% |
| PAY Paymentus Holdings Inc. Class A | 2.17% | 1,339,531 | $26.8M | Add +2.3% |
| ACVA Acv Auctions Inc. Class A | 2.17% | 1,315,119 | $26.7M | Add +127.7% |
| KNSL Kinsale Capital Group Inc. | 1.92% | 51,012 | $23.7M | Reduce -2.7% |
| PAR Par Technology Corp. | 1.89% | 448,168 | $23.3M | Add +22.8% |
| FTAI Ftai Aviation Ltd. | 1.87% | 173,880 | $23.1M | Add +105.1% |
| VCEL Vericel Corp. | 1.79% | 523,919 | $22.1M | Add +34.8% |
| PRCT Procept Biorobotics Corp. | 1.78% | 275,080 | $22.0M | Add +14.8% |
| SAIA Saia Inc. | 1.78% | 50,239 | $22.0M | Add +4.1% |
| USAP Universal Stainless & Alloy | 1.74% | 556,684 | $21.5M | Add +89.9% |
| FLYW Flywire Corp.-Voting | 1.60% | 1,206,032 | $19.8M | Reduce -7.3% |
| VCYT Veracyte Inc. | 1.59% | 576,159 | $19.6M | Add +289.6% |
| VERX Vertex Inc. Class A | 1.57% | 504,191 | $19.4M | Reduce -40.6% |
| RBC RBC Bearings Inc. | 1.49% | 61,278 | $18.3M | Add +40.7% |
| NTRA Natera Inc. | 1.43% | 139,120 | $17.7M | Reduce -2.0% |
| HXL Hexcel Corp. | 1.39% | 277,680 | $17.2M | Add +19.1% |
| MSFT Microsoft Corp. | 1.39% | 39,844 | $17.1M | Reduce -7.5% |
| MTSI Macom Technology Solutions H | 1.29% | 143,095 | $15.9M | Reduce -32.5% |
| AGYS Agilysys Inc. | 1.29% | 146,008 | $15.9M | Reduce -20.2% |
| NVDA Nvidia Corp. | 1.29% | 130,888 | $15.9M | Reduce -2.3% |
| EXLS Exlservice Holdings Inc. | 1.28% | 412,897 | $15.8M | Add +15.7% |
| INOD Innodata Inc. | 1.21% | 894,424 | $15.0M | Add +0.1% |
| COHR Coherent Corp. | 1.20% | 167,093 | $14.9M | Add +0.1% |
| AAPL Apple Inc. | 1.18% | 62,433 | $14.5M | Reduce -7.9% |
| QNST Quinstreet Inc. | 1.18% | 760,058 | $14.5M | Reduce -0.8% |
| UTI Universal Technical Institut | 1.12% | 851,506 | $13.8M | Add +329.3% |
| ALKT Alkami Technology Inc. | 1.08% | 423,175 | $13.3M | Add +0.4% |
| GDYN Grid Dynamics Holdings Inc. | 1.03% | 911,076 | $12.8M | Add +88.0% |
| AAON Aaon Inc. | 1.03% | 118,012 | $12.7M | Add +204.3% |
| AVAV Aerovironment Inc. | 1.02% | 62,572 | $12.5M | Reduce -65.7% |
| FRPT Freshpet Inc. | 1.01% | 91,620 | $12.5M | Reduce -56.1% |
| OLLI Ollie's Bargain Outlet Holdi | 1.00% | 127,061 | $12.4M | New |
| SIBN Si-Bone Inc. | 1.00% | 881,468 | $12.3M | Add +4.3% |
| NSSC Napco Security Technologies | 0.99% | 303,256 | $12.3M | Reduce -61.3% |
| GWRE Guidewire Software Inc. | 0.97% | 65,278 | $11.9M | Reduce -1.8% |
| SDHC Smith Douglas Homes Corp. | 0.92% | 301,213 | $11.4M | Reduce -35.1% |
| STRL Sterling Infrastructure Inc. | 0.88% | 74,779 | $10.8M | Add +44.7% |
| SEMR Semrush Holdings Inc. Class A | 0.82% | 647,170 | $10.2M | Reduce -11.7% |
| AORT Artivion Inc. | 0.82% | 379,735 | $10.1M | Add +141.6% |
| HQY Healthequity Inc. | 0.77% | 116,723 | $9.6M | New |
| GLBE Global-E Online Ltd. | 0.77% | 247,761 | $9.5M | Add +130.3% |
| LSCC Lattice Semiconductor Corp. | 0.76% | 177,487 | $9.4M | Add +75.5% |
| AMZN Amazon.com Inc. | 0.76% | 50,375 | $9.4M | Reduce -16.3% |
| LOAR Loar Holdings Inc. | 0.74% | 122,719 | $9.2M | Reduce -1.8% |
| MRTN Marten Transport Ltd. | 0.74% | 514,024 | $9.1M | Add +18.9% |
| GOOGL Alphabet Inc. Class A | 0.70% | 52,320 | $8.7M | Reduce -22.4% |
| META Meta Platforms Inc. Class A | 0.62% | 13,417 | $7.7M | Reduce -8.0% |
| HROW Harrow Inc. | 0.61% | 167,460 | $7.5M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.58% | 142,969 | $7.2M | New |
| GLDD Great Lakes Dredge & Dock Co. | 0.57% | 667,953 | $7.0M | New |
| MAMA Mama's Creations Inc. | 0.56% | 946,248 | $6.9M | Add +43.6% |
| LINC Lincoln Educational Services | 0.54% | 563,185 | $6.7M | Add +69.8% |
| TCMD Tactile Systems Technology I | 0.54% | 459,166 | $6.7M | Add +19.0% |
| KNX Knight-Swift Transportation | 0.54% | 124,001 | $6.7M | New |
| CSTL Castle Biosciences Inc. | 0.54% | 234,091 | $6.7M | Reduce -1.2% |
| INTA Intapp Inc. | 0.53% | 137,275 | $6.6M | Add +0.1% |
| ARCB Arcbest Corp. | 0.52% | 59,234 | $6.4M | Add +22.7% |
| CYBR Cyberark Software Ltd./Israel | 0.52% | 21,998 | $6.4M | Reduce -54.1% |
| MIRM Mirum Pharmaceuticals Inc. | 0.52% | 164,371 | $6.4M | New |
| BOW Bowhead Specialty Holdings I | 0.52% | 228,545 | $6.4M | Add +0.1% |
| CWAN Clearwater Analytics HDS-A | 0.50% | 244,667 | $6.2M | Reduce -22.0% |
| APPF Appfolio Inc. Class A | 0.50% | 26,135 | $6.2M | Reduce -31.3% |
| SPSC SPS Commerce Inc. | 0.49% | 31,343 | $6.1M | Reduce -60.0% |
| WGS Genedx Holdings Corp. | 0.48% | 141,113 | $6.0M | New |
| WAL Western Alliance Bancorp | 0.48% | 69,156 | $6.0M | New |
| AMD Advanced Micro Devices | 0.46% | 34,299 | $5.6M | Add +38.0% |
| BLND Blend Labs Inc. Class A | 0.45% | 1,490,803 | $5.6M | New |
| LLY Eli Lilly & Co. | 0.45% | 6,307 | $5.6M | Reduce -7.9% |
| ATEC Alphatec Holdings Inc. | 0.43% | 959,032 | $5.3M | Reduce -39.9% |
| ODFL Old Dominion Freight Line | 0.43% | 26,749 | $5.3M | Add +37.9% |
| BROS Dutch Bros Inc. Class A | 0.43% | 165,737 | $5.3M | Reduce -1.5% |
| KIDS Orthopediatrics Corp. | 0.42% | 192,794 | $5.2M | Add +22.2% |
| COST Costco Wholesale Corp. | 0.41% | 5,707 | $5.1M | Reduce -6.2% |
| MNDY Monday.com Ltd. | 0.40% | 17,646 | $4.9M | Reduce -32.3% |
| GSHD Goosehead Insurance Inc. Class A | 0.38% | 53,054 | $4.7M | Add +52.3% |
| NOW ServiceNow Inc. | 0.38% | 5,251 | $4.7M | Reduce -7.6% |
| BLFS Biolife Solutions Inc. | 0.38% | 186,391 | $4.7M | New |
| GS Goldman Sachs Group Inc. | 0.38% | 9,367 | $4.6M | Add +16.7% |
| NEO Neogenomics Inc. | 0.35% | 293,608 | $4.3M | Add +0.1% |
| ELF Elf Beauty Inc. | 0.34% | 38,798 | $4.2M | New |
| KRNT Kornit Digital Ltd. | 0.34% | 162,774 | $4.2M | New |
| SKWD Skyward Specialty Insurance | 0.34% | 103,209 | $4.2M | New |
| BA The Boeing Co. | 0.34% | 27,587 | $4.2M | Add +15.8% |
| CAVA Cava Group Inc. | 0.34% | 33,599 | $4.2M | Reduce -49.4% |
| PWR Quanta Services Inc. | 0.32% | 13,366 | $4.0M | Reduce -7.2% |
| OS Onestream Inc. | 0.31% | 113,071 | $3.8M | New |
| SYM Symbotic Inc. | 0.30% | 152,925 | $3.7M | Add +113.5% |
| BSX Boston Scientific Corp. | 0.29% | 43,222 | $3.6M | Add +31.8% |
| CRDO Credo Technology Group Holdi | 0.28% | 113,033 | $3.5M | Reduce -66.4% |
| ORN Orion Group Holdings Inc. | 0.28% | 601,862 | $3.5M | Add +28.4% |
| PGR Progressive Corp. | 0.26% | 12,672 | $3.2M | Reduce -7.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 6,740 | $3.1M | Reduce -12.4% |
| NFLX Netflix Inc. | 0.25% | 4,368 | $3.1M | Reduce -7.6% |
| WAY Waystar Holding Corp. | 0.24% | 107,921 | $3.0M | New |
| LNTH Lantheus Holdings Inc. | 0.24% | 27,010 | $3.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
| NSSC Napco Security Technologies | Reduce -61.3% | 0.99% | −2.39 |
| AVAV Aerovironment Inc. | Reduce -65.7% | 1.02% | −1.74 |
| FRPT Freshpet Inc. | Reduce -56.1% | 1.01% | −1.23 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −1.20 |
| MYRG MYR Group Inc./Delaware | Reduce -78.9% | 0.20% | −1.12 |
| VERX Vertex Inc. Class A | Reduce -40.6% | 1.57% | −0.97 |
| ATEC Alphatec Holdings Inc. | Reduce -39.9% | 0.43% | −0.95 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.91 |
| TMDX Transmedics Group Inc. | Reduce -21.6% | 3.35% | −0.86 |
| LGIH Lgi Homes Inc. | Sold out | 0.00% | −0.81 |
| ENFN Enfusion Inc. Class A | Sold out | 0.00% | −0.79 |
| SPSC SPS Commerce Inc. | Reduce -60.0% | 0.49% | −0.73 |
| MTSI Macom Technology Solutions H | Reduce -32.5% | 1.29% | −0.67 |
| KRUS Kura Sushi USA Inc. Class A | Sold out | 0.00% | −0.67 |
| CRDO Credo Technology Group Holdi | Reduce -66.4% | 0.28% | −0.61 |
| CYBR Cyberark Software Ltd./Israel | Reduce -54.1% | 0.52% | −0.57 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.56 |
| QTWO Q2 Holdings Inc. | Reduce -36.6% | 2.28% | −0.51 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −0.40 |
| ATRO Astronics Corp. | Reduce -3.6% | 3.61% | −0.34 |
| GOOGL Alphabet Inc. Class A | Reduce -22.4% | 0.70% | −0.32 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.30 |
| AGYS Agilysys Inc. | Reduce -20.2% | 1.29% | −0.29 |
| APPF Appfolio Inc. Class A | Reduce -31.3% | 0.50% | −0.27 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.26 |
| FWRG First Watch Restaurant Group | Sold out | 0.00% | −0.25 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.24 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -7.5% | 1.39% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -16.3% | 0.76% | −0.21 |
| DXCM Dexcom Inc. | Reduce -38.1% | 0.11% | −0.20 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.19 |
| CAVA Cava Group Inc. | Reduce -49.4% | 0.34% | −0.17 |
| FLYW Flywire Corp.-Voting | Reduce -7.3% | 1.60% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -38.7% | 0.13% | −0.17 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.16 |
| LFMD Lifemd Inc. | Sold out | 0.00% | −0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.16 |
| BROS Dutch Bros Inc. Class A | Reduce -1.5% | 0.43% | −0.15 |
| V Visa Inc. Class A | Reduce -41.1% | 0.21% | −0.14 |
| MNDY Monday.com Ltd. | Reduce -32.3% | 0.40% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -43.2% | 0.20% | −0.12 |
| VRRM Verra Mobility Corp. | Reduce -3.0% | 3.31% | −0.11 |
| PANW Palo Alto Networks Inc. | Reduce -41.6% | 0.14% | −0.10 |
| NVDA Nvidia Corp. | Reduce -2.3% | 1.29% | −0.09 |
| VRT Vertiv Holdings Co. Class A | Reduce -32.1% | 0.23% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -7.9% | 0.45% | −0.06 |
| ARM Arm Holdings PLC-ADR | Reduce -7.7% | 0.20% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -12.4% | 0.25% | −0.05 |
| CSGP Costar Group Inc. | Reduce -20.7% | 0.16% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| VCYT Veracyte Inc. | Add +289.6% | 1.59% | +1.32 |
| ACVA Acv Auctions Inc. Class A | Add +127.7% | 2.17% | +1.29 |
| FTAI Ftai Aviation Ltd. | Add +105.1% | 1.87% | +1.14 |
| USAP Universal Stainless & Alloy | Add +89.9% | 1.74% | +1.07 |
| OLLI Ollie's Bargain Outlet Holdi | New | 1.00% | +1.00 |
| UTI Universal Technical Institut | Add +329.3% | 1.12% | +0.86 |
| HQY Healthequity Inc. | New | 0.77% | +0.77 |
| AAON Aaon Inc. | Add +204.3% | 1.03% | +0.75 |
| GDYN Grid Dynamics Holdings Inc. | Add +88.0% | 1.03% | +0.61 |
| HROW Harrow Inc. | New | 0.61% | +0.61 |
| ONON On Holding AG Class A | New | 0.58% | +0.58 |
| GLDD Great Lakes Dredge & Dock Co. | New | 0.57% | +0.57 |
| PRCT Procept Biorobotics Corp. | Add +14.8% | 1.78% | +0.57 |
| KNX Knight-Swift Transportation | New | 0.54% | +0.54 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.52% | +0.52 |
| RBC RBC Bearings Inc. | Add +40.7% | 1.49% | +0.51 |
| WGS Genedx Holdings Corp. | New | 0.48% | +0.48 |
| WAL Western Alliance Bancorp | New | 0.48% | +0.48 |
| AORT Artivion Inc. | Add +141.6% | 0.82% | +0.48 |
| PAR Par Technology Corp. | Add +22.8% | 1.89% | +0.46 |
| BLND Blend Labs Inc. Class A | New | 0.45% | +0.45 |
| GLBE Global-E Online Ltd. | Add +130.3% | 0.77% | +0.45 |
| BLFS Biolife Solutions Inc. | New | 0.38% | +0.38 |
| STRL Sterling Infrastructure Inc. | Add +44.7% | 0.88% | +0.37 |
| EXLS Exlservice Holdings Inc. | Add +15.7% | 1.28% | +0.35 |
| ELF Elf Beauty Inc. | New | 0.34% | +0.34 |
| KRNT Kornit Digital Ltd. | New | 0.34% | +0.34 |
| SKWD Skyward Specialty Insurance | New | 0.34% | +0.34 |
| TNDM Tandem Diabetes Care Inc. | Add +7.5% | 3.38% | +0.32 |
| VCEL Vericel Corp. | Add +34.8% | 1.79% | +0.31 |
| OS Onestream Inc. | New | 0.31% | +0.31 |
| LSCC Lattice Semiconductor Corp. | Add +75.5% | 0.76% | +0.28 |
| WAY Waystar Holding Corp. | New | 0.24% | +0.24 |
| LNTH Lantheus Holdings Inc. | New | 0.24% | +0.24 |
| TWFG TWFG Inc. | New | 0.24% | +0.24 |
| LINC Lincoln Educational Services | Add +69.8% | 0.54% | +0.22 |
| GSHD Goosehead Insurance Inc. Class A | Add +52.3% | 0.38% | +0.22 |
| SMWB Similarweb Ltd. | New | 0.20% | +0.20 |
| COHR Coherent Corp. | Add +0.1% | 1.20% | +0.20 |
| MAMA Mama's Creations Inc. | Add +43.6% | 0.56% | +0.19 |
| HXL Hexcel Corp. | Add +19.1% | 1.39% | +0.18 |
| ARQ Arq Inc. | New | 0.18% | +0.18 |
| TCMD Tactile Systems Technology I | Add +19.0% | 0.54% | +0.16 |
| ODFL Old Dominion Freight Line | Add +37.9% | 0.43% | +0.15 |
| HWM Howmet Aerospace Inc. | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +38.0% | 0.46% | +0.12 |
| INOD Innodata Inc. | Add +0.1% | 1.21% | +0.11 |
| INTA Intapp Inc. | Add +0.1% | 0.53% | +0.11 |
| PAY Paymentus Holdings Inc. Class A | Add +2.3% | 2.17% | +0.11 |
| SYM Symbotic Inc. | Add +113.5% | 0.30% | +0.09 |
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 |