NEXT CENTURY GROWTH INVESTORS LLC
Q2 2026 13F filing
Updated 27 days ago113 disclosed positions worth $1.9B
Full holdings
Every line item disclosed in 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%) |
| 21 | F FTAIM FTAI Aviation | $28.9M | 107.0K | 1.53% | Added(+8.9%) |
| 22 | K KNX Knight-Swift Transportation Ho | $28.9M | 370.8K | 1.53% | Added(+135.4%) |
| 23 | A ALM Almonty Industries | $28.8M | 1.74M | 1.53% | Trimmed(-4.3%) |
| 24 | I INOD Innodata Inc | $27.6M | 365.7K | 1.47% | Trimmed(-0.7%) |
| 25 | V VCEL Vericel Corp | $27.3M | 612.6K | 1.45% | Added(+301.0%) |
| 26 | F FPS Forgent Power Solutions | $25.7M | 460.0K | 1.36% | Added(+58.8%) |
| 27 | C CVLG Covenant Logistics Group | $24.4M | 551.9K | 1.29% | Added(+87.2%) |
| 28 | M MTSI MACOM Technology Solutions Hol | $24.3M | 63.8K | 1.29% | Trimmed(-51.0%) |
| 29 | C CRS Carpenter Technology | $23.7M | 38.5K | 1.26% | Trimmed(-32.7%) |
| 30 | N NVDA Nvidia Corporation | $22.6M | 113.2K | 1.20% | Trimmed(-0.0%) |
| 31 | I IRTC iRhythm Holdings | $22.3M | 187.1K | 1.18% | Added(+10.5%) |
| 32 | S STRL Sterling Infrastruture | $22M | 26.2K | 1.17% | Trimmed(-61.1%) |
| 33 | L LSCC Lattice Semiconductor Corp | $21.4M | 139.9K | 1.13% | Trimmed(-50.0%) |
| 34 | G GOOGN Alphabet Inc-Cl A | $21.3M | 59.5K | 1.13% | Added(+53.2%) |
| 35 | A AIP Arteris | $21.2M | 437.2K | 1.13% | Trimmed(-25.9%) |
| 36 | F FROG JFrog | $21M | 230.7K | 1.11% | Added(+29.0%) |
| 37 | H HTFL Heartflow | $19.7M | 671.4K | 1.04% | Added(+2.8%) |
| 38 | P PAY Paymentus Holdings | $18.7M | 772.5K | 0.99% | Trimmed(-33.3%) |
| 39 | S SITM Sitime Corp | $17.8M | 23.8K | 0.94% | Trimmed(-52.3%) |
| 40 | S SVCO Silvaco Group | $17.4M | 1.26M | 0.92% | Added(+51.6%) |
| 41 | D DPC DPC Holdings | $17M | 347.0K | 0.90% | — |
| 42 | O ORN Orion Group Holdings | $16.6M | 988.5K | 0.88% | Added(+50.5%) |
| 43 | ? N/A Braze Inc | $16.2M | 747.3K | 0.86% | — |
| 44 | I ICHR Ichor Holdings | $16M | 142.6K | 0.85% | Trimmed(-23.7%) |
| 45 | B BLFS Biolife Solutions | $15.8M | 558.8K | 0.84% | Added(+54.4%) |
| 46 | O OUST Ouster Inc | $15.8M | 252.2K | 0.84% | — |
| 47 | F FEIM Frequency Electronics | $15.3M | 230.7K | 0.81% | Added(+6.6%) |
| 48 | A AAPL Apple Computer Inc | $15M | 51.8K | 0.80% | Trimmed(-33.6%) |
| 49 | B BROS Dutch Bros Inc | $14.6M | 203.5K | 0.78% | Trimmed(-38.9%) |
| 50 | T TCMD Tactile Systems | $14.3M | 480.2K | 0.76% | Added(+12.2%) |