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View AllLatest NEXT CENTURY GROWTH INVESTORS LLC Stock Portfolio
$1.03Billion
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About NEXT CENTURY GROWTH INVESTORS LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, NEXT CENTURY GROWTH INVESTORS LLC reported an equity portfolio of $1 Billions as of 31 Dec, 2023.
The top stock holdings of NEXT CENTURY GROWTH INVESTORS LLC are VRRM, ATRO, TMDX. The fund has invested 4% of it's portfolio in VERRA MOBILITY CORPORATION and 3.8% of portfolio in ASTRONICS CORP.
The fund managers got completely rid off SILK ROAD MEDICAL (SILK), ATRICURE INC (ATRC) and SPRINKLR (CXM) stocks. They significantly reduced their stock positions in ENGAGESMART INC (ESMT), QUANTA SERVICES (PWR) and O'REILLY AUTOMOTIVE INC (ORLY). NEXT CENTURY GROWTH INVESTORS LLC opened new stock positions in TANDEM DIABETES CARE (TNDM), CENTURY COMMUNITIES (CCS) and GUIDEWIRE SOFTWARE (GWRE). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS (PANW), SERVICENOW INC (NOW) and PROGRESSIVE CORP (PGR).
The top stock holdings of NEXT CENTURY GROWTH INVESTORS LLC are VRRM, ATRO, TMDX. The fund has invested 4% of it's portfolio in VERRA MOBILITY CORPORATION and 3.8% of portfolio in ASTRONICS CORP.
The fund managers got completely rid off SILK ROAD MEDICAL (SILK), ATRICURE INC (ATRC) and SPRINKLR (CXM) stocks. They significantly reduced their stock positions in ENGAGESMART INC (ESMT), QUANTA SERVICES (PWR) and O'REILLY AUTOMOTIVE INC (ORLY). NEXT CENTURY GROWTH INVESTORS LLC opened new stock positions in TANDEM DIABETES CARE (TNDM), CENTURY COMMUNITIES (CCS) and GUIDEWIRE SOFTWARE (GWRE). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS (PANW), SERVICENOW INC (NOW) and PROGRESSIVE CORP (PGR).
New Buys
| Ticker | $ Bought |
|---|---|
| TANDEM DIABETES CARE | 13,651,000 |
| CENTURY COMMUNITIES | 5,499,110 |
| GUIDEWIRE SOFTWARE | 5,123,680 |
| NATERA INC | 5,067,390 |
| MEDPACE HOLDINGS | 4,911,220 |
| CASTLE BIOSCIENCES | 4,615,660 |
| ALKAMI TECHNOLOGY | 4,417,550 |
| CLEARWATER ANALYTICS HOLDINGS | 4,354,260 |
New stocks bought by NEXT CENTURY GROWTH INVESTORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| PALO ALTO NETWORKS | 287 |
| SERVICENOW INC | 202 |
| PROGRESSIVE CORP | 196 |
| Q2 HOLDINGS | 168 |
| INNODATA INC | 95.08 |
| VERICEL CORP | 84.63 |
| AMAZON.COM | 67.44 |
| FIVE9 | 52.96 |
Additions to existing portfolio by NEXT CENTURY GROWTH INVESTORS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ENGAGESMART INC | -99.75 |
| QUANTA SERVICES | -73.94 |
| O'REILLY AUTOMOTIVE INC | -59.95 |
| SITIME CORP | -56.22 |
| PENUMBRA INC. | -54.77 |
| PROCEPT BIOROBOTICS | -51.67 |
| VERTEX PHARMACEUTICALS | -51.24 |
| EVOLV TECHNOLOGIES | -45.85 |
NEXT CENTURY GROWTH INVESTORS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SILK ROAD MEDICAL | -14,411,100 |
| SPRINKLR | -11,187,100 |
| TELA BIO, INC. | -3,785,050 |
| OUTSET MEDICAL | -3,626,080 |
| ATRICURE INC | -13,741,100 |
| AVIDXCHANGE HOLDINGS | -1,932,980 |
| ALLIENT INC | -3,880,680 |
| ENERGY RECOVERY | -2,641,260 |
NEXT CENTURY GROWTH INVESTORS LLC got rid off the above stocks
Current Stock Holdings of NEXT CENTURY GROWTH INVESTORS LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE COMPUTER INC | 1.18 | 63,197 | 12,167,300 | REDUCED | -12.27 | |
| ACVA | ACV AUCTIONS | 0.30 | 205,860 | 3,118,780 | NEW | ||
| ADBE | ADOBE INC. | 0.29 | 4,955 | 2,956,150 | ADDED | 42.22 | |
| AEHR | AEHR TEST SYSTEMS | 0.44 | 168,701 | 4,475,640 | REDUCED | -42.63 | |
| AGYS | AGILYSYS | 1.40 | 169,385 | 14,367,200 | ADDED | 22.79 | |
| ALKT | ALKAMI TECHNOLOGY | 0.43 | 182,167 | 4,417,550 | NEW | ||
| AMD | ADVANCED MICRO DEVICES | 0.40 | 28,111 | 4,143,840 | ADDED | 9.02 | |
| AMOT | ALLIENT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON.COM | 0.84 | 56,485 | 8,582,330 | ADDED | 67.44 | |
| APPF | APPFOLIO INC | 0.58 | 34,263 | 5,935,720 | ADDED | 16.75 | |
| ARCB | ARCBEST CORPORATION | 0.89 | 76,072 | 9,144,620 | ADDED | 27.78 | |
| ASLE | AERSALE CORPORATION | 0.86 | 696,041 | 8,836,240 | ADDED | 10.61 | |
| ATEC | ALPHATEC HOLDINGS INC | 2.90 | 1,975,070 | 29,843,300 | ADDED | 2.13 | |
| ATRC | ATRICURE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ATRO | ASTRONICS CORP | 3.77 | 2,222,750 | 38,720,300 | ADDED | 2.15 | |
| AUGX | AUGMEDIX | 0.20 | 360,624 | 2,109,650 | NEW | ||
| AVAV | AEROVIRONMENT | 2.07 | 168,514 | 21,239,500 | ADDED | 27.21 | |
| AVDX | AVIDXCHANGE HOLDINGS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AXNX | AXONICS MODULATION TECHNOLOGY | 2.81 | 464,589 | 28,911,400 | REDUCED | -9.61 | |
| BA | BOEING CO | 0.60 | 23,581 | 6,146,620 | ADDED | 2.75 | |
| BILL | BILL HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BRZE | BRAZE INC | 0.38 | 73,021 | 3,879,600 | NEW | ||
| CCS | CENTURY COMMUNITIES | 0.54 | 60,337 | 5,499,110 | NEW | ||
| CDNS | CADENCE DESIGN SYS INC | 0.16 | 6,010 | 1,636,940 | ADDED | 9.02 | |
| CELH | CELSIUS HOLDINGS | 1.75 | 330,109 | 17,997,500 | REDUCED | -21.56 | |
| CMG | CHIPOTLE MEXICAN GRILL | 0.13 | 602 | 1,376,750 | ADDED | 9.06 | |
| COST | COSTCO WHOLESALE CORP | 0.39 | 6,017 | 3,971,700 | ADDED | 9.12 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | 1.06 | 561,364 | 10,929,800 | ADDED | 2.28 | |
| CRWD | CROWDSTRIKE HOLDINGS INC | 0.30 | 11,910 | 3,040,860 | NEW | ||
| CSGP | COSTAR GROUP INC | 0.17 | 20,134 | 1,759,510 | REDUCED | -41.49 | |
| CSTL | CASTLE BIOSCIENCES | 0.45 | 213,886 | 4,615,660 | NEW | ||
| CWAN | CLEARWATER ANALYTICS HOLDINGS | 0.42 | 217,387 | 4,354,260 | NEW | ||
| CXM | SPRINKLR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DAVA | ENDAVA PLC | 0.27 | 35,856 | 2,791,390 | NEW | ||
| DCBO | DOCEBO INC | 0.36 | 76,263 | 3,689,600 | NEW | ||
| DHI | D R HORTON, INC. | 0.19 | 12,976 | 1,972,090 | ADDED | 9.05 | |
| DXCM | DEXCOM INC | 0.39 | 32,491 | 4,031,810 | ADDED | 12.23 | |
| ENFN | ENFUSION | 0.35 | 372,068 | 3,609,060 | NEW | ||
| ERII | ENERGY RECOVERY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ESMT | ENGAGESMART INC | 0.00 | 1,859 | 42,571 | REDUCED | -99.75 | |
| EVLV | EVOLV TECHNOLOGIES | 0.20 | 441,338 | 2,083,120 | REDUCED | -45.85 | |
| EXLS | EXLSERVICE HOLDINGS INC. | 0.71 | 238,055 | 7,344,000 | ADDED | 40.01 | |
| FCX | FREEPORT-MCMORAN COPPER | 0.16 | 37,501 | 1,596,420 | REDUCED | -32.87 | |
| FIVN | FIVE9 | 0.77 | 100,575 | 7,914,250 | ADDED | 52.96 | |
| FLYW | FLYWIRE CORPORATION | 2.68 | 1,189,790 | 27,543,600 | ADDED | 2.2 | |
| FNA | PARAGON 28, INC. | 0.20 | 167,336 | 2,079,990 | REDUCED | -27.57 | |
| FND | FLOOR & DECOR HOLDINGS | 0.27 | 24,475 | 2,730,430 | ADDED | 3.98 | |
| FRPT | FRESHPET | 1.45 | 171,900 | 14,914,000 | REDUCED | -15.59 | |
| FWRG | FIRST WATCH RESTAURANT GROUP | 0.41 | 209,852 | 4,218,020 | NEW | ||
| GDYN | GRID DYNAMICS HOLDINGS INC. | 0.34 | 263,736 | 3,515,600 | ADDED | 0.46 | |
| GLBE | GLOBAL-E ONLINE | 0.57 | 147,876 | 5,860,320 | ADDED | 3.98 | |
| GOOG | ALPHABET INC-CL A | 1.00 | 73,444 | 10,259,400 | ADDED | 31.32 | |
| GS | GOLDMAN SACHS GROUP COM | 0.30 | 7,940 | 3,063,010 | NEW | ||
| GWRE | GUIDEWIRE SOFTWARE | 0.50 | 46,989 | 5,123,680 | NEW | ||
| HXL | HEXCEL CORP | 1.45 | 201,405 | 14,853,600 | ADDED | 47.35 | |
| INOD | INNODATA INC | 0.66 | 839,250 | 6,831,500 | ADDED | 95.08 | |
| INSP | INSPIRE MEDICAL SYSTEMS INC | 0.62 | 31,336 | 6,374,680 | REDUCED | -34.52 | |
| INTA | INTAPP | 0.51 | 136,780 | 5,200,380 | ADDED | 17.65 | |
| ISRG | INTUITIVE SURGICAL INC. | 0.08 | 2,494 | 841,375 | REDUCED | -34.9 | |
| KIDS | ORTHOPEDIATRICS CORP | 1.48 | 468,500 | 15,230,900 | REDUCED | -16.87 | |
| KNSL | KINSALE CAPITAL GROUP | 1.99 | 61,124 | 20,471,000 | ADDED | 8.04 | |
| KNX | KNIGHT-SWIFT TRANSPORTATION HO | 0.47 | 83,512 | 4,814,470 | ADDED | 3.98 | |
| KRUS | KURA SUSHI USA INC | 1.55 | 209,131 | 15,894,000 | REDUCED | -6.69 | |
| LFMD | LIFEMD | 0.33 | 408,781 | 3,388,790 | ADDED | 0.48 | |
| LGIH | LGI HOMES INC | 3.45 | 266,440 | 35,479,200 | ADDED | 15.67 | |
| LIND | LINDBLAD EXPEDITIONS HOLDING | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LLY | ELI LILLY AND COMPANY | 0.44 | 7,852 | 4,577,090 | REDUCED | -0.23 | |
| LSCC | LATTICE SEMICONDUCTOR CORP | 1.03 | 153,352 | 10,579,800 | ADDED | 11.26 | |
| LULU | LULULEMON ATHLETICA INC | 0.16 | 3,139 | 1,604,940 | REDUCED | -7.78 | |
| MA | MASTERCARD INC | 0.36 | 8,753 | 3,733,240 | REDUCED | -2.45 | |
| MEDP | MEDPACE HOLDINGS | 0.48 | 16,022 | 4,911,220 | NEW | ||
| META | META PLATFORMS, INC. | 0.56 | 16,113 | 5,703,360 | ADDED | 26.41 | |
| MPWR | MONOLITHIC POWER SYSTEMS, INC | 0.20 | 3,330 | 2,100,500 | ADDED | 7.98 | |
| MRTN | MARTEN TRANSPORT | 0.88 | 431,632 | 9,055,640 | ADDED | 0.46 | |
| MSFT | MICROSOFT CORP. | 1.56 | 42,625 | 16,028,700 | ADDED | 6.9 | |
| MTSI | MACOM TECHNOLOGY SOLUTIONS HOL | 1.56 | 172,590 | 16,042,200 | ADDED | 9.49 | |
| MYRG | MYR GROUP INC | 1.49 | 105,889 | 15,314,700 | ADDED | 14.23 | |
| NEO | NEOGENOMICS INC | 0.51 | 326,876 | 5,288,850 | ADDED | 42.63 | |
| NOW | SERVICENOW INC | 0.50 | 7,255 | 5,125,580 | ADDED | 202 | |
| NSSC | NAPCO SECURITY TECHNOLOGIES | 2.41 | 724,021 | 24,797,700 | ADDED | 32.24 | |
| NTRA | NATERA INC | 0.49 | 80,897 | 5,067,390 | NEW | ||
| NVDA | NVIDIA CORPORATION | 0.64 | 13,246 | 6,559,680 | ADDED | 9.00 | |
| NVO | NOVO-NORDISK A/S SPONS ADR | 0.30 | 29,358 | 3,037,080 | REDUCED | -9.41 | |
| ODFL | OLD DOMINION FREIGHT LINE | 0.38 | 9,596 | 3,889,550 | ADDED | 9.08 | |
| OM | OUTSET MEDICAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ORLY | O'REILLY AUTOMOTIVE INC | 0.14 | 1,492 | 1,417,520 | REDUCED | -59.95 | |
| PANW | PALO ALTO NETWORKS | 0.30 | 10,349 | 3,051,710 | ADDED | 287 | |
| PAY | PAYMENTUS HOLDINGS | 0.58 | 336,840 | 6,019,330 | ADDED | 48.35 | |
| PAYC | PAYCOM SOFTWARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PCTY | PAYLOCITY CORP | 0.44 | 27,197 | 4,483,420 | REDUCED | -45.07 | |
| PDFS | PDF SOLUTION | 0.20 | 64,906 | 2,086,080 | NEW | ||
| PEN | PENUMBRA INC. | 0.58 | 23,750 | 5,974,080 | REDUCED | -54.77 | |
| PGNY | PROGYNY INC | 0.72 | 200,073 | 7,438,710 | ADDED | 31.14 | |
| PGR | PROGRESSIVE CORP | 0.21 | 13,524 | 2,154,100 | ADDED | 196 | |
| PODD | INSULET CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PR | PERMIAN RESROUCES CORP | 0.24 | 182,123 | 2,476,870 | REDUCED | -0.29 | |
| PRCT | PROCEPT BIOROBOTICS | 0.26 | 62,576 | 2,622,560 | REDUCED | -51.67 | |
| PTEN | PATTERSON UTI ENERGY | 0.18 | 172,619 | 1,864,280 | REDUCED | -0.3 | |
| PWR | QUANTA SERVICES | 0.69 | 32,984 | 7,117,950 | REDUCED | -73.94 | |
| QTWO | Q2 HOLDINGS | 2.15 | 509,210 | 22,104,800 | ADDED | 168 | |
| ROLL | RBC BEARINGS INC | 1.02 | 36,711 | 10,458,600 | REDUCED | -43.06 | |
| RXST | RXSIGHT INC | 2.58 | 657,021 | 26,491,100 | REDUCED | -12.14 | |
| RYAN | RYAN SPECIALTY HOLDINGS | 0.47 | 112,337 | 4,832,740 | ADDED | 3.98 | |
| SAIA | SAIA INC | 1.84 | 43,290 | 18,970,500 | ADDED | 3.98 | |
| SEMR | SEMRUSH HOLDINGS | 0.42 | 312,920 | 4,274,490 | NEW | ||
| SIBN | SI-BONE INC | 2.86 | 1,398,410 | 29,352,700 | ADDED | 1.92 | |
| SILK | SILK ROAD MEDICAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SITM | SITIME CORP | 0.21 | 17,706 | 2,161,550 | REDUCED | -56.22 | |
| SPSC | SPS COMMERCE | 1.25 | 66,083 | 12,809,500 | ADDED | 24.02 | |
| SPT | SPROUT SOCIAL | 2.96 | 494,649 | 30,391,200 | ADDED | 20.08 | |
| SYM | SYMBOTIC INC | 0.03 | 5,267 | 270,355 | UNCHANGED | 0.00 | |
| TCMD | TACTILE SYSTEMS | 0.46 | 332,059 | 4,748,440 | REDUCED | -13.73 | |
| TELA | TELA BIO, INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TMCI | TREACE MEDICAL CONCEPTS | 0.45 | 360,489 | 4,596,230 | REDUCED | -29.69 | |
| TMDX | TRANSMEDICS GROUP INC | 3.55 | 462,715 | 36,522,100 | REDUCED | -3.09 | |
| TNDM | TANDEM DIABETES CARE | 1.33 | 461,495 | 13,651,000 | NEW | ||
| TSLA | TESLA MOTORS INC | 0.20 | 8,152 | 2,025,610 | ADDED | 9.07 | |
| TTGT | TECHTARGET | 0.20 | 57,559 | 2,006,510 | ADDED | 0.45 | |
| UNH | UNITEDHEALTH GROUP, INC. | 0.40 | 7,856 | 4,135,950 | ADDED | 32.46 | |
| URI | UNITED RENTALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| V | VISA INC | 0.40 | 15,834 | 4,122,380 | ADDED | 9.05 | |
| VCEL | VERICEL CORP | 0.72 | 207,819 | 7,400,430 | ADDED | 84.63 | |
| VCYT | VERACYTE INC | 0.20 | 73,965 | 2,034,780 | NEW | ||
| VERX | VERTEX INC | 3.40 | 1,296,770 | 34,934,900 | ADDED | 1.63 | |
| VRRM | VERRA MOBILITY CORPORATION | 4.01 | 1,789,720 | 41,217,200 | REDUCED | -9.08 | |
| VRT | VERTIV HOLDINGS | 0.17 | 36,625 | 1,759,100 | NEW | ||
| VRTX | VERTEX PHARMACEUTICALS | 0.24 | 6,187 | 2,517,430 | REDUCED | -51.24 | |
| WDAY | WORKDAY INC | 0.16 | 5,846 | 1,613,850 | ADDED | 9.15 | |
| WK | WORKIVA | 0.46 | 46,195 | 4,690,180 | ADDED | 15.78 | |
| FISERV INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |