Institutions / Next Century Growth Investors LLC
Next Century Growth Investors LLC
CIK 1134007 · Institution · as of Mar 31, 2026
Portfolio value
$1.38B
Positions
112
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.38B-4.2%Positions
112-7.4%Top holdings
Mar 31, 2026View all 112 →
| Company | Value | % of portfolio |
|---|---|---|
| Astronics Corp | $52.47M | 3.8% |
| Lincoln Educational Services Corporation | $42.33M | 3.1% |
| Alignment Healthcare, Inc. | $39.86M | 2.9% |
| Artivion, Inc. | $37.49M | 2.7% |
| MYR Group Inc. | $36.58M | 2.7% |
| Mirum Pharmaceuticals, Inc. | $35.62M | 2.6% |
| Universal Technical Institute Inc | $34.48M | 2.5% |
| Xometry Inc | $32.16M | 2.3% |
| Paymentus Holdings, Inc. | $29.42M | 2.1% |
| MACOM Technology Solutions Holdings, Inc. | $28.93M | 2.1% |
| Axogen, Inc. | $28.69M | 2.1% |
| Aehr Test Systems | $27.99M | 2.0% |
| Sterling Infrastructure, Inc. | $27.45M | 2.0% |
| Applied Optoelectronics, Inc. | $27.13M | 2.0% |
| Mamas Creations Inc | $26.79M | 1.9% |
| Almonty Industries Inc. | $26.34M | 1.9% |
| Coherent Corp | $26.20M | 1.9% |
| Lattice Semiconductor Corp | $25.94M | 1.9% |
| Alphatec Holdings, Inc.ATEC | $25.79M | 1.9% |
| FTAI Aviation | $24.07M | 1.7% |
| Global-E Online | $23.52M | 1.7% |
| Carpenter Technology Corp | $22.54M | 1.6% |
| RBC Bearings Inc | $21.45M | 1.6% |
| iRhythm Holdings, Inc. | $19.98M | 1.4% |
| Apple Inc. | $19.82M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | GeneDx Holdings Corp. | $-22.55M | -173K -100.00% | — | medium |
| Q1 2026 as of | Trim | Planet Labs PBC | $-21.90M | -784K -73.57% | 281,533 0.57% of portfolio | medium |
| Q1 2026 as of | Exit | Coastal Financial Corp | $-20.42M | -178K -100.00% | — | medium |
| Q1 2026 as of | New | Ligand Pharmaceuticals Inc | $19.14M | +96K | 95,876 1.39% of portfolio | medium |
| Q1 2026 as of | Trim | Astronics Corp | $-18.77M | -281K -26.35% | 786,317 3.80% of portfolio | medium |
| Q1 2026 as of | New | Ultra Clean Holdings Inc | $17.44M | +281K | 280,543 1.26% of portfolio | medium |
| Q1 2026 as of | New | Heartflow, Inc. | $15.89M | +653K | 652,969 1.15% of portfolio | medium |
| Q1 2026 as of | Add | M5216V106 | $15.04M | +488K +177.49% | 762,300 1.70% of portfolio | medium |
| Q1 2026 as of | Exit | Penumbra Inc | $-14.87M | -48K -100.00% | — | medium |
| Q1 2026 as of | Trim | Applied Optoelectronics, Inc. | $-12.23M | -145K -31.07% | 320,731 1.97% of portfolio | medium |