NEXT CENTURY GROWTH INVESTORS LLC

PLYMOUTH, MN · CIK 1134007 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNext Century Growth Investors, LLC (US)

Kindinstitutions
Others nearbyMinneapolis, MN, Navarre, MN
FamilyNEXT CENTURY GROWTH INVESTORS LLC · 2 related pages

$1.9bn reported value +36.7% vs Q1 2026

113positions

27.9%in top 10

18 new 38 added 57 reduced 17 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

RiverPark Advisors, LLC – files its own report too; $15.4m of shares are in both

Also in the report of:

RiverPark Advisors, LLC – $15.4m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	XOMETRY INC CLASS A COM XMTR	XMTR	723,351	$69.8m3.70%	3.70%	Reduced -64.1k	-64,079 -8.1%
2	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	198,542	$62.8m3.33%	3.33%	Added +102.7k	+102,666 107.1%
3	ALIGNMENT HEALTHCARE INC COM ALHC	ALHC	2,537,598	$60.4m3.20%	3.20%	Added +275.5k	+275,522 12.2%
4	ASTRONICS CORP COM ATRO	ATRO	743,086	$60.4m3.20%	3.20%	Reduced -43.2k	-43,231 -5.5%
5	LINCOLN EDL SVCS CORP COM LINC	LINC	1,175,462	$58.7m3.11%	3.11%	Added +134.9k	+134,860 13.0%
6	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	420,213	$49.2m2.61%	2.61%	Added +34.7k	+34,674 9.0%
7	BILLIONTOONE INC CL A BLLN	BLLN	364,467	$43.7m2.32%	2.32%	Added +273.9k	+273,903 302.4%
8	GLOBAL E ONLINE LTD SHS GLBE	GLBE	1,171,927	$40.7m2.16%	2.16%	Added +409.6k	+409,627 53.7%
9	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	949,379	$40.6m2.15%	2.15%	Reduced -5.7k	-5,723 -0.6%
10	AXOGEN INC COM AXGN	AXGN	872,546	$40.3m2.14%	2.14%	Added +6.6k	+6,583 0.8%
11	AEHR TEST SYS COM AEHR	AEHR	410,731	$39.5m2.09%	2.09%	Reduced -344.0k	-344,006 -45.6%
12	AGILYSYS INC COM AGYS	AGYS	366,052	$38.3m2.03%	2.03%	Added +205.6k	+205,562 128.1%
13	MYR GROUP INC DEL COM MYRG	MYRG	73,541	$36.8m1.95%	1.95%	Reduced -56.0k	-56,038 -43.2%
14	PARK AEROSPACE CORP COM PKE	PKE	957,571	$36.5m1.94%	1.94%	Added +285.4k	+285,403 42.5%
15	MAMAS CREATIONS INC COM MAMA	MAMA	1,990,717	$35.5m1.88%	1.88%	Added +244.4k	+244,409 14.0%
16	IPG PHOTONICS CORP COM IPGP	IPGP	270,752	$31.8m1.68%	1.68%	New
17	SAIA INC COM SAIA	SAIA	75,418	$31.8m1.68%	1.68%	Added +34.3k	+34,267 83.3%
18	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	220,115	$31.4m1.66%	1.66%	Reduced -60.4k	-60,428 -21.5%
19	RBC BEARINGS INC COM RBC	RBC	47,561	$30.6m1.62%	1.62%	Added +8.1k	+8,063 20.4%
20	GUARDANT HEALTH INC COM GH	GH	200,672	$30.1m1.60%	1.60%	Added +173.7k	+173,705 644.1%
21	FTAI AVIATION LTD SHS FTAI	FTAI	106,992	$28.9m1.53%	1.53%	Added +8.8k	+8,757 8.9%
22	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	370,809	$28.9m1.53%	1.53%	Added +213.3k	+213,318 135.4%
23	ALMONTY INDS INC COM NEW ALM	ALM	1,740,455	$28.8m1.53%	1.53%	Reduced -78.7k	-78,669 -4.3%
24	INNODATA INC COM NEW INOD	INOD	365,746	$27.6m1.47%	1.47%	Reduced -2.7k	-2,656 -0.7%
25	VERICEL CORP COM VCEL	VCEL	612,584	$27.3m1.45%	1.45%	Added +459.8k	+459,805 301.0%
26	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	460,047	$25.7m1.36%	1.36%	Added +170.2k	+170,247 58.8%
27	COVENANT LOGISTICS GROUP INC CL A CVLG	CVLG	551,906	$24.4m1.29%	1.29%	Added +257.0k	+257,038 87.2%
28	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	63,773	$24.3m1.29%	1.29%	Reduced -66.5k	-66,483 -51.0%
29	CARPENTER TECHNOLOGY CORP COM CRS	CRS	38,489	$23.7m1.26%	1.26%	Reduced -18.7k	-18,690 -32.7%
30	NVIDIA CORPORATION COM NVDA	NVDA	113,187	$22.6m1.20%	1.20%	Reduced -36	-36 -0.0%
31	IRHYTHM TECHNOLOGIES INC COM IRTC	IRTC	187,064	$22.3m1.18%	1.18%	Added +17.8k	+17,758 10.5%
32	STERLING INFRASTRUCTURE INC COM STRL	STRL	26,209	$22.0m1.17%	1.17%	Reduced -41.2k	-41,198 -61.1%
33	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	139,866	$21.4m1.13%	1.13%	Reduced -139.7k	-139,734 -50.0%
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	59,493	$21.3m1.13%	1.13%	Added +20.6k	+20,649 53.2%
35	ARTERIS INC COM AIP	AIP	437,179	$21.2m1.13%	1.13%	Reduced -152.4k	-152,406 -25.9%
36	JFROG LTD ORD SHS FROG	FROG	230,703	$21.0m1.11%	1.11%	Added +51.8k	+51,829 29.0%
37	HEARTFLOW INC COM HTFL	HTFL	671,404	$19.7m1.04%	1.04%	Added +18.4k	+18,435 2.8%
38	PAYMENTUS HOLDINGS INC COM CL A PAY	PAY	772,520	$18.7m0.99%	0.99%	Reduced -385.8k	-385,833 -33.3%
39	SITIME CORP COM SITM	SITM	23,825	$17.8m0.94%	0.94%	Reduced -26.2k	-26,159 -52.3%
40	SILVACO GROUP INC COM SVCO	SVCO	1,260,902	$17.4m0.92%	0.92%	Added +429.0k	+428,999 51.6%
41	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	347,007	$17.0m0.90%	0.90%	New
42	ORION GROUP HLDGS INC COM ORN	ORN	988,549	$16.6m0.88%	0.88%	Added +331.6k	+331,635 50.5%
43	BRAZE INC COM CL A BRZE	BRZE	747,301	$16.2m0.86%	0.86%	New
44	ICHOR HOLDINGS SHS ICHR	ICHR	142,610	$16.0m0.85%	0.85%	Reduced -44.4k	-44,395 -23.7%
45	BIOLIFE SOLUTIONS INC COM NEW BLFS	BLFS	558,829	$15.8m0.84%	0.84%	Added +196.9k	+196,889 54.4%
46	OUSTER INC COM NEW OUST	OUST	252,227	$15.8m0.84%	0.84%	New
47	FREQUENCY ELECTRS INC COM FEIM	FEIM	230,728	$15.3m0.81%	0.81%	Added +14.4k	+14,354 6.6%
48	APPLE INC COM AAPL	AAPL	51,841	$15.0m0.80%	0.80%	Reduced -26.2k	-26,246 -33.6%
49	DUTCH BROS INC CL A BROS	BROS	203,529	$14.6m0.78%	0.78%	Reduced -129.3k	-129,299 -38.9%
50	TACTILE SYS TECHNOLOGY INC COM TCMD	TCMD	480,207	$14.3m0.76%	0.76%	Added +52.0k	+52,048 12.2%
51	AAON INC COM PAR $0.004 AAON	AAON	110,031	$14.0m0.74%	0.74%	Added +1.5k	+1,496 1.4%
52	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	609,830	$13.1m0.69%	0.69%	Added +105.5k	+105,484 20.9%
53	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	79,607	$12.5m0.66%	0.66%	New
54	M-TRON INDS INC COM MPTI	MPTI	124,173	$12.3m0.65%	0.65%	Added +16.0k	+15,953 14.7%
55	MARTEN TRANS LTD COM MRTN	MRTN	699,305	$12.1m0.64%	0.64%	Added +280.9k	+280,934 67.2%
56	MAXLINEAR INC COM MXL	MXL	93,598	$12.0m0.64%	0.64%	New
57	KESTRA MED TECHNOLOGIES LTD SHS KMTS	KMTS	458,505	$11.7m0.62%	0.62%	Added +947	+947 0.2%
58	ASTRONICS CORP CL B COM ATROB	ATROB	152,050	$11.6m0.61%	0.61%	New
59	BROADCOM INC COM AVGO	AVGO	29,740	$11.2m0.60%	0.60%	Reduced -1.5k	-1,527 -4.9%
60	BACKBLAZE INC COM CL A BLZE	BLZE	687,498	$10.9m0.58%	0.58%	New
61	MODINE MFG CO COM MOD	MOD	40,689	$10.9m0.58%	0.58%	Reduced -9.5k	-9,534 -19.0%
62	WILLDAN GROUP INC COM WLDN	WLDN	126,407	$10.0m0.53%	0.53%	New
63	VELO3D INC COM NEW VELO	VELO	553,356	$9.7m0.51%	0.51%	New
64	SI-BONE INC COM SIBN	SIBN	585,289	$9.6m0.51%	0.51%	Added +201.3k	+201,331 52.4%
65	LOAR HOLDINGS INC COM SHS LOAR	LOAR	116,817	$9.4m0.50%	0.50%	Reduced -8.1k	-8,121 -6.5%
66	GE AEROSPACE COM NEW GE	GE	23,404	$8.7m0.46%	0.46%	Added +7.6k	+7,577 47.9%
67	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	429,623	$8.4m0.45%	0.45%	Added +202.6k	+202,649 89.3%
68	MICROSOFT CORP COM MSFT	MSFT	21,862	$8.2m0.43%	0.43%	Reduced -8.1k	-8,142 -27.1%
69	KARMAN HLDGS INC COMMON STOCK KRMN	KRMN	162,015	$8.1m0.43%	0.43%	Reduced -9.2k	-9,188 -5.4%
70	APPLIED MATLS INC COM AMAT	AMAT	10,860	$7.9m0.42%	0.42%	Reduced -2.5k	-2,507 -18.8%
71	GOLDMAN SACHS GROUP INC COM GS	GS	7,625	$7.7m0.41%	0.41%	Reduced -2	-2 -0.0%
72	STANDARDAERO INC COM SARO	SARO	251,383	$7.5m0.40%	0.40%	Reduced -11.6k	-11,613 -4.4%
73	GRAHAM CORP COM GHM	GHM	60,499	$7.5m0.40%	0.40%	New
74	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	49,989	$7.4m0.39%	0.39%	Reduced -270.7k	-270,742 -84.4%
75	HOWMET AEROSPACE INC COM HWM	HWM	26,283	$7.1m0.37%	0.37%	Reduced -8	-8 -0.0%
76	MP MATERIALS CORP COM CL A MP	MP	122,580	$6.9m0.36%	0.36%	Reduced -5.7k	-5,663 -4.4%
77	BRIDGEWATER BANCSHARES INC COM BWB	BWB	318,380	$6.7m0.36%	0.36%	Reduced -15.2k	-15,174 -4.5%
78	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	8,735	$6.7m0.35%	0.35%	Reduced -3	-3 -0.0%
79	TEREX CORP NEW COM TEX	TEX	85,033	$6.2m0.33%	0.33%	Reduced -24.0k	-23,969 -22.0%
80	ONCE UPON A FARM PBC COM OFRM	OFRM	296,084	$6.1m0.32%	0.32%	Added +58.0k	+58,025 24.4%
81	ADVANCED MICRO DEVICES INC COM AMD	AMD	10,218	$5.9m0.31%	0.31%	Reduced -2.6k	-2,649 -20.6%
82	VERTIV HOLDINGS CO COM CL A VRT	VRT	16,501	$5.5m0.29%	0.29%	Reduced -15.8k	-15,780 -48.9%
83	OLLIES BARGAIN OUTLET HLDGS COM OLLI	OLLI	69,625	$5.4m0.28%	0.28%	Reduced -63.2k	-63,175 -47.6%
84	CATERPILLAR INC COM CAT	CAT	4,932	$5.3m0.28%	0.28%	Reduced -2.1k	-2,062 -29.5%
85	PLANET LABS PBC COM CL A PL	PL	151,686	$5.0m0.27%	0.27%	Reduced -129.8k	-129,847 -46.1%
86	KOPIN CORP COM KOPN	KOPN	1,071,652	$4.8m0.25%	0.25%	Added +834.3k	+834,345 351.6%
87	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	39,505	$4.5m0.24%	0.24%	Added +15.1k	+15,051 61.5%
88	META PLATFORMS INC CL A META	META	7,653	$4.3m0.23%	0.23%	Reduced -1.4k	-1,378 -15.3%
89	VISA INC COM CL A V	V	12,553	$4.3m0.23%	0.23%	Reduced -3	-3 -0.0%
90	BOOST RUN INC ORD SHS CL A BRUN	BRUN	105,506	$4.1m0.22%	0.22%	New
91	GLAUKOS CORP COM GKOS	GKOS	28,765	$4.0m0.21%	0.21%	New
92	CAVA GROUP INC COM CAVA	CAVA	51,018	$4.0m0.21%	0.21%	Reduced -41.0k	-40,977 -44.5%
93	UNUSUAL MACHS INC COM SHS UMAC	UMAC	176,254	$3.9m0.21%	0.21%	New
94	GE VERNOVA INC COM GEV	GEV	3,276	$3.8m0.20%	0.20%	Reduced -2.4k	-2,426 -42.5%
95	QUANTA SVCS INC COM PWR	PWR	5,291	$3.8m0.20%	0.20%	Reduced -2	-2 -0.0%
96	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	36,151	$3.6m0.19%	0.19%	Reduced -9	-9 -0.0%
97	COHERENT CORP COM COHR	COHR	8,418	$3.3m0.18%	0.18%	Reduced -101.6k	-101,581 -92.3%
98	AXON ENTERPRISE INC COM AXON	AXON	5,053	$2.8m0.15%	0.15%	Reduced -4.1k	-4,096 -44.8%
99	EVOLV TECHNOLOGIES HLDNGS IN COM CL A EVLV	EVLV	485,360	$2.8m0.15%	0.15%	Reduced -322.0k	-321,961 -39.9%
100	ROKU INC COM CL A ROKU	ROKU	20,254	$2.8m0.15%	0.15%	Reduced -5	-5 -0.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ARTIVION INC AORT	AORT	1,023,701	$37.5m1.0m shares
ALPHATEC HLDGS INC ATEC	ATEC	2,370,377	$25.8m2.4m shares
LEGENCE CORP LGN	LGN	238,114	$13.4m238.1k shares
APPLIED DIGITAL CORP APLD	APLD	431,900	$10.3m431.9k shares
TERAWULF INC WULF	WULF	694,476	$10.0m694.5k shares
CELSIUS HLDGS INC CELH	CELH	277,288	$9.8m277.3k shares
TRANSMEDICS GROUP INC TMDX	TMDX	96,445	$9.6m96.4k shares
ADMA BIOLOGICS INC ADMA	ADMA	774,436	$7.0m774.4k shares
WAYSTAR HLDG CORP WAY	WAY	216,616	$5.2m216.6k shares
YORK SPACE SYSTEMS INC YSS	YSS	191,817	$4.3m191.8k shares
ZETA GLOBAL HOLDINGS CORP ZETA	ZETA	264,027	$4.2m264.0k shares
PEGASYSTEMS INC PEGA	PEGA	82,077	$3.5m82.1k shares
KINSALE CAP GROUP INC KNSL	KNSL	9,606	$3.3m9.6k shares
CENTRUS ENERGY CORP LEU	LEU	14,163	$2.5m14.2k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	15,902	$2.3m15.9k shares
WINGSTOP INC WING	WING	14,717	$2.3m14.7k shares
CARVANA CO CVNA	CVNA	27,560	$1.7m27.6k shares