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Next Century Growth Investors LLC

CIK 1134007 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Next Century Growth Investors LLC reported 113 US-listed holdings worth $1.89 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Xometry Inc. (3.7%), Ligand Pharmaceuticals Inc. (3.3%) and Alignment Healthcare, Inc. (3.2%). Against the quarter before, it opened 18 positions, added to 38, trimmed 46 and sold out of 17.

Reported holdings$1.89B+36.7% on Q1 2026
Positions113+1 on Q1 2026
The largest ten27.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
XMTR3.7%LGND3.3%ALHC3.2%ATRO3.2%LINC3.1%MIRM2.6%BLLN2.3%GLBE2.2%UTI2.2%AXGN2.1%AEHR2.1%AGYS2.0%MYRG2.0%PKE1.9%99 more64.1%

The 14 largest of its 113 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.23 billion in 127 positions$1.23BQ3 24Q4 2024: $1.33 billion in 130 positions$1.33BQ4 24Q1 2025: $1.12 billion in 123 positions$1.12BQ1 25Q2 2025: $1.29 billion in 123 positions$1.29BQ2 25Q3 2025: $1.37 billion in 124 positions$1.37BQ3 25Q4 2025: $1.44 billion in 121 positions$1.44BQ4 25Q1 2026: $1.38 billion in 112 positions$1.38BQ1 26Q2 2026: $1.89 billion in 113 positions$1.89BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 18Added 38Held 11Trimmed 46Sold out 17
Opened: 18Added: 38Held: 11Trimmed: 46Sold out: 17

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 18

  1. IPG Photonics Corp. IPGP$31.8 million
  2. DPC Holdings PLC DPC$17.0 million
  3. Braze Inc. BRZE$16.2 million
  4. Ouster Inc. OUST$15.8 million
  5. DigitalOcean Holdings, Inc. DOCN$12.5 million
  6. Maxlinear, Inc. MXL$12.0 million
  7. Astronics Class B Ord$11.6 million
  8. Backblaze Inc. BLZE$10.9 million

and 10 more in the table below

Added to 38

  1. Billiontoone Inc. BLLN+273,903 shares · +302%
  2. Ligand Pharmaceuticals Inc. LGND+102,666 shares · +107%
  3. Guardant Health Inc. GH+173,705 shares · +644%
  4. Agilysys Inc. AGYS+205,562 shares · +128%
  5. Vericel Corp. VCEL+459,805 shares · +301%
  6. Knight-Swift Transportation Holdings Inc. KNX+213,318 shares · +135%
  7. Saia Inc. SAIA+34,267 shares · +83%
  8. Global E Online Ltd GLBE+409,627 shares · +54%

and 30 more in the table below

Trimmed 46

  1. Applied Optoelectronics Inc. AAOI-270,742 shares · -84%
  2. Coherent Corp. COHR-101,581 shares · -92%
  3. Sterling Infrastructure, Inc. STRL-41,198 shares · -61%
  4. Aehr Test Sys AEHR-344,006 shares · -46%
  5. MYR Group Inc. MYRG-56,038 shares · -43%
  6. Macom Technology Solutions Holdings, Inc. MTSI-66,483 shares · -51%
  7. Lattice Semiconductor Corp. LSCC-139,734 shares · -50%
  8. Sitime Corp. SITM-26,159 shares · -52%

and 38 more in the table below

Sold out of 17

  1. Artivion, Inc. AORT$37.5 million last quarter
  2. Alphatec Hldgs Inc. ATEC$25.8 million last quarter
  3. Legence Corp. LGN$13.4 million last quarter
  4. Applied Digital Corp. APLD$10.3 million last quarter
  5. Terawulf Inc. WULF$10.0 million last quarter
  6. Celsius Holdings, Inc. CELH$9.8 million last quarter
  7. TransMedics Group, Inc. TMDX$9.6 million last quarter
  8. Adma Biologics, Inc. ADMA$7.0 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Xometry Inc. XMTR723,351$69.8 million3.70%-64,079
Ligand Pharmaceuticals Inc. LGND198,542$62.8 million3.33%+102,666
Alignment Healthcare, Inc. ALHC2,537,598$60.4 million3.20%+275,522
Astronics Corp. ATRO743,086$60.4 million3.20%-43,231
Lincoln Edl Svcs Corp. LINC1,175,462$58.7 million3.11%+134,860
Mirum Pharmaceuticals Inc. MIRM420,213$49.2 million2.61%+34,674
Billiontoone Inc. BLLN364,467$43.7 million2.32%+273,903
Global E Online Ltd GLBE1,171,927$40.7 million2.16%+409,627
Universal Technical Institute Inc. UTI949,379$40.6 million2.15%-5,723
Axogen Inc. AXGN872,546$40.3 million2.14%+6,583
Aehr Test Sys AEHR410,731$39.5 million2.09%-344,006
Agilysys Inc. AGYS366,052$38.3 million2.03%+205,562
MYR Group Inc. MYRG73,541$36.8 million1.95%-56,038
Park Aerospace Corp. PKE957,571$36.5 million1.94%+285,403
Mamas Creations Inc. MAMA1,990,717$35.5 million1.88%+244,409
IPG Photonics Corp. IPGP270,752$31.8 million1.68%new
Saia Inc. SAIA75,418$31.8 million1.68%+34,267
Ultra Clean Holdings, Inc. UCTT220,115$31.4 million1.66%-60,428
RBC Bearings Inc. RBC47,561$30.6 million1.62%+8,063
Guardant Health Inc. GH200,672$30.1 million1.60%+173,705
Ftai Aviation Ltd FTAI106,992$28.9 million1.53%+8,757
Knight-Swift Transportation Holdings Inc. KNX370,809$28.9 million1.53%+213,318
Almonty Inds Inc. ALM1,740,455$28.8 million1.53%-78,669
Innodata Inc. INOD365,746$27.6 million1.47%-2,656
Vericel Corp. VCEL612,584$27.3 million1.45%+459,805
Forgent Power Solutions Inc FPS460,047$25.7 million1.36%+170,247
Covenant Logistics Group Inc. CVLG551,906$24.4 million1.29%+257,038
Macom Technology Solutions Holdings, Inc. MTSI63,773$24.3 million1.29%-66,483
Carpenter Technology Corp. CRS38,489$23.7 million1.26%-18,690
NVIDIA Corp. NVDA113,187$22.6 million1.20%-36
Irhythm Technologies Inc. IRTC187,064$22.3 million1.18%+17,758
Sterling Infrastructure, Inc. STRL26,209$22.0 million1.17%-41,198
Lattice Semiconductor Corp. LSCC139,866$21.4 million1.13%-139,734
Alphabet Inc. GOOGL59,493$21.3 million1.13%+20,649
Arteris Inc. AIP437,179$21.2 million1.13%-152,406
Jfrog Ltd FROG230,703$21.0 million1.11%+51,829
Heartflow Inc. HTFL671,404$19.7 million1.04%+18,435
Paymentus Holdings Inc. PAY772,520$18.7 million0.99%-385,833
Sitime Corp. SITM23,825$17.8 million0.94%-26,159
Silvaco Group Inc. SVCO1,260,902$17.4 million0.92%+428,999
DPC Holdings PLC DPC347,007$17.0 million0.90%new
Orion Group Hldgs Inc. ORN988,549$16.6 million0.88%+331,635
Braze Inc. BRZE747,301$16.2 million0.86%new
Ichor Holdings, Ltd. ICHR142,610$16.0 million0.85%-44,395
Biolife Solutions Inc. BLFS558,829$15.8 million0.84%+196,889
Ouster Inc. OUST252,227$15.8 million0.84%new
Frequency Electrs Inc. FEIM230,728$15.3 million0.81%+14,354
Apple Inc. AAPL51,841$15.0 million0.80%-26,246
Dutch Bros Inc. BROS203,529$14.6 million0.78%-129,299
Tactile Sys Technology Inc. TCMD480,207$14.3 million0.76%+52,048
Aaon, Inc. AAON110,031$14.0 million0.74%+1,496
Adaptive Biotechnologies Corporation ADPT609,830$13.1 million0.69%+105,484
DigitalOcean Holdings, Inc. DOCN79,607$12.5 million0.66%new
M-Tron Inds Inc. MPTI124,173$12.3 million0.65%+15,953
Marten Transport Ltd. MRTN699,305$12.1 million0.64%+280,934
Maxlinear, Inc. MXL93,598$12.0 million0.64%new
Kestra Med Technologies Ltd KMTS458,505$11.7 million0.62%+947
Astronics Class B Ord152,050$11.6 million0.61%new
Broadcom Inc. AVGO29,740$11.2 million0.60%-1,527
Backblaze Inc. BLZE687,498$10.9 million0.58%new
Modine Manufacturing Co MOD40,689$10.9 million0.58%-9,534
Willdan Group Inc. WLDN126,407$10.0 million0.53%new
VELO3D Inc. VELO553,356$9.7 million0.51%new
Si-Bone Inc. SIBN585,289$9.6 million0.51%+201,331
Loar Holdings Inc. LOAR116,817$9.4 million0.50%-8,121
General Electric Co. GE23,404$8.7 million0.46%+7,577
Equipmentshare Com Inc. EQPT429,623$8.4 million0.45%+202,649
Microsoft Corp. MSFT21,862$8.2 million0.43%-8,142
Karman Holdings Inc. KRMN162,015$8.1 million0.43%-9,188
Applied Materials Inc. AMAT10,860$7.9 million0.42%-2,507
Goldman Sachs Group Inc. GS7,625$7.7 million0.41%-2
StandardAero, Inc. SARO251,383$7.5 million0.40%-11,613
Graham Corp. GHM60,499$7.5 million0.40%new
Applied Optoelectronics Inc. AAOI49,989$7.4 million0.39%-270,742
Howmet Aerospace Inc. HWM26,283$7.1 million0.37%-8
MP Materials Corp. MP122,580$6.9 million0.36%-5,663
Bridgewater Bancshares Inc. BWB318,380$6.7 million0.36%-15,174
CrowdStrike Holdings, Inc. CRWD8,735$6.7 million0.35%-3
Terex Corp. TEX85,033$6.2 million0.33%-23,969
Once Upon A Farm PBC OFRM296,084$6.1 million0.32%+58,025
Advanced Micro Devices Inc. AMD10,218$5.9 million0.31%-2,649
Vertiv Holdings Co. VRT16,501$5.5 million0.29%-15,780
Ollie's Bargain Outlet Holdings, Inc. OLLI69,625$5.4 million0.28%-63,175
Caterpillar Inc. CAT4,932$5.3 million0.28%-2,062
Planet Labs PBC PL151,686$5.0 million0.27%-129,847
Kopin Corp. KOPN1,071,652$4.8 million0.25%+834,345
Shopify Inc. SHOP39,505$4.5 million0.24%+15,051
Meta Platforms, Inc. META7,653$4.3 million0.23%-1,378
Visa Inc. V12,553$4.3 million0.23%-3
Boost Run Inc. BRUN105,506$4.1 million0.22%new
Glaukos Corp. GKOS28,765$4.0 million0.21%new
Cava Group, Inc. CAVA51,018$4.0 million0.21%-40,977
Unusual Machs Inc. UMAC176,254$3.9 million0.21%new
GE Vernova Inc. GEV3,276$3.8 million0.20%-2,426
Quanta Services, Inc. PWR5,291$3.8 million0.20%-2
Robinhood Markets, Inc. HOOD36,151$3.6 million0.19%-9
Coherent Corp. COHR8,418$3.3 million0.18%-101,581
Axon Enterprise, Inc. AXON5,053$2.8 million0.15%-4,096
Evolv Technologies Hldngs in EVLV485,360$2.8 million0.15%-321,961
Roku, Inc. ROKU20,254$2.8 million0.15%-5
Insmed Inc. INSM26,159$2.8 million0.15%-8
Seagate Technology Holdings plc STX2,880$2.8 million0.15%-1,843
Limbach Hldgs Inc. LMB36,002$2.8 million0.15%-1,755
ASML Holding N.V. ASML1,349$2.7 million0.14%new
Mastercard Inc. MA5,026$2.6 million0.14%-1
Arista Networks, Inc. ANET14,952$2.5 million0.13%new
Amazon.com Inc. AMZN9,954$2.4 million0.13%-23,983
Tesla, Inc. TSLA5,436$2.3 million0.12%-5,127
Marvell Technology, Inc. MRVL7,539$2.2 million0.12%new
Costco Wholesale Corp. COST2,203$2.1 million0.11%-1
AppLovin Corp. APP3,857$2.0 million0.11%-1,042
Bloom Energy Corp. BE5,832$1.8 million0.09%-38,866
Legacy Ed Inc. LGCY61,479$722,9930.04%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 17 it sold out of are in the box above.