NEXT CENTURY GROWTH INVESTORS LLC

hedge fundUpdated 27 days ago

Managed by Next Century Growth Investors Llc • Latest filing Q2 2026

Portfolio value

$1.9B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

27.9%

Weight of largest holdings

Annualized return

25.2%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$908.7M
Q2 2023	$1B
Q3 2023	$919.5M
Q4 2023	$1B
Q1 2024	$1.2B
Q2 2024	$1.2B
Q3 2024	$1.2B
Q4 2024	$1.3B
Q1 2025	$1.1B
Q2 2025	$1.3B
Q3 2025	$1.4B
Q4 2025	$1.4B
Q1 2026	$1.4B
Q2 2026	$1.9B

Top holdings

113 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	X XMTR Xometry Inc	$69.8M	723.4K	3.70%	Trimmed(-8.1%)
2	L LGNYZ Ligand Pharmaceuticals	$62.8M	198.5K	3.33%	Added(+107.1%)
3	A ALHC Alignment Healthcare	$60.4M	2.54M	3.20%	Added(+12.2%)
4	A ATROB Astronics Corp	$60.4M	743.1K	3.20%	Trimmed(-5.5%)
5	L LINC Lincoln Educational Services	$58.7M	1.18M	3.11%	Added(+13.0%)
6	M MIRM Mirum Pharmaceuticals	$49.2M	420.2K	2.61%	Added(+9.0%)
7	B BLLN BillionToOne	$43.7M	364.5K	2.32%	Added(+302.4%)
8	G GLBE Global-E Online	$40.7M	1.17M	2.16%	Added(+53.7%)
9	U UTI Universal Technical Institute	$40.6M	949.4K	2.15%	Trimmed(-0.6%)
10	A AXGN Axogen Inc	$40.3M	872.5K	2.14%	Added(+0.8%)
11	A AEHR Aehr Test Systems	$39.5M	410.7K	2.09%	Trimmed(-45.6%)
12	A AGYS Agilysys	$38.3M	366.1K	2.03%	Added(+128.1%)
13	M MYRG MYR Group Inc	$36.8M	73.5K	1.95%	Trimmed(-43.3%)
14	P PKE Park AeroSpace	$36.5M	957.6K	1.94%	Added(+42.5%)
15	M MAMA Mama's Creations	$35.5M	1.99M	1.88%	Added(+14.0%)
16	I IPGP IPG Photonics Corp	$31.8M	270.8K	1.68%	—
17	S SAIA Saia Inc	$31.8M	75.4K	1.68%	Added(+83.3%)
18	U UCTT Ultra Clean Holdings	$31.4M	220.1K	1.66%	Trimmed(-21.5%)
19	R RBC RBC Bearings Inc	$30.6M	47.6K	1.62%	Added(+20.4%)
20	G GH Guardant Health	$30.1M	200.7K	1.60%	Added(+644.1%)

X

Xometry Inc

-8.1%

Value

$69.8M

Shares

723.4K

% Port

3.70%

L

Ligand Pharmaceuticals

+107.1%

Value

$62.8M

Shares

198.5K

% Port

3.33%

A

Alignment Healthcare

+12.2%

Value

$60.4M

Shares

2.54M

% Port

3.20%

A

Astronics Corp

-5.5%

Value

$60.4M

Shares

743.1K

% Port

3.20%

L

Lincoln Educational Services

+13.0%

Value

$58.7M

Shares

1.18M

% Port

3.11%

M

Mirum Pharmaceuticals

+9.0%

Value

$49.2M

Shares

420.2K

% Port

2.61%

B

BillionToOne

+302.4%

Value

$43.7M

Shares

364.5K

% Port

2.32%

G

Global-E Online

+53.7%

Value

$40.7M

Shares

1.17M

% Port

2.16%

U

Universal Technical Institute

-0.6%

Value

$40.6M

Shares

949.4K

% Port

2.15%

A

Axogen Inc

+0.8%

Value

$40.3M

Shares

872.5K

% Port

2.14%

A

Aehr Test Systems

-45.6%

Value

$39.5M

Shares

410.7K

% Port

2.09%

A

Agilysys

+128.1%

Value

$38.3M

Shares

366.1K

% Port

2.03%

M

MYR Group Inc

-43.3%

Value

$36.8M

Shares

73.5K

% Port

1.95%

P

14.PKE

Park AeroSpace

+42.5%

Value

$36.5M

Shares

957.6K

% Port

1.94%

M

Mama's Creations

+14.0%

Value

$35.5M

Shares

1.99M

% Port

1.88%

I

IPG Photonics Corp

Value

$31.8M

Shares

270.8K

% Port

1.68%

S

Saia Inc

+83.3%

Value

$31.8M

Shares

75.4K

% Port

1.68%

U

Ultra Clean Holdings

-21.5%

Value

$31.4M

Shares

220.1K

% Port

1.66%

R

19.RBC

RBC Bearings Inc

+20.4%

Value

$30.6M

Shares

47.6K

% Port

1.62%

G

20.GH

Guardant Health

+644.1%

Value

$30.1M

Shares

200.7K

% Port

1.60%

View full portfolio (113 holdings) →

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