Institutions / Next Century Growth Investors LLC / Activity
Activity — Next Century Growth Investors LLC
141 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | GeneDx Holdings Corp. Common stock | $-22.55M | -173K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Planet Labs PBC Common stock | $-21.90M | -784K -73.57% | 281,533 0.57% of portfolio | medium |
| Q1 2026 as of | Exit | Coastal Financial Corp Common stock | $-20.42M | -178K -100.00% | 0 | medium |
| Q1 2026 as of | New | Ligand Pharmaceuticals Inc Common stock | $19.14M | +96K | 95,876 1.39% of portfolio | medium |
| Q1 2026 as of | Trim | Astronics Corp Common stock | $-18.77M | -281K -26.35% | 786,317 3.80% of portfolio | medium |
| Q1 2026 as of | New | Ultra Clean Holdings Inc Common stock | $17.44M | +281K | 280,543 1.26% of portfolio | medium |
| Q1 2026 as of | New | Heartflow, Inc. Common stock | $15.89M | +653K | 652,969 1.15% of portfolio | medium |
| Q1 2026 as of | Add | M5216V106 Common stock | $15.04M | +488K +177.49% | 762,300 1.70% of portfolio | medium |
| Q1 2026 as of | Exit | Penumbra Inc Common stock | $-14.87M | -48K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Applied Optoelectronics, Inc. Common stock | $-12.23M | -145K -31.07% | 320,731 1.97% of portfolio | medium |
| Q1 2026 as of | New | Modine Manufacturing Co Common stock | $10.88M | +50K | 50,223 0.79% of portfolio | medium |
| Q1 2026 as of | Exit | Netskope Inc Common stock | $-10.14M | -578K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Lincoln Educational Services Corporation Common stock | $10.14M | +249K +31.51% | 1,040,602 3.07% of portfolio | medium |
| Q1 2026 as of | Exit | Credo Technology Group Holding Ltd Common stock | $-10.11M | -70K -100.00% | 0 | medium |
| Q1 2026 as of | New | Knight-Swift Transportation Holdings Inc. Common stock | $9.07M | +157K | 157,491 0.66% of portfolio | medium |
| Q1 2026 as of | New | Ichor Holdings, Ltd. Common stock | $8.72M | +187K | 187,005 0.63% of portfolio | medium |
| Q1 2026 as of | Trim | Applied Digital Corp Common stock | $-8.67M | -365K -45.83% | 431,900 0.74% of portfolio | medium |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $8.48M | +290K | 289,800 0.61% of portfolio | medium |
| Q1 2026 as of | Trim | JFrog Ltd Common stock | $-8.41M | -179K -50.03% | 178,874 0.61% of portfolio | medium |
| Q1 2026 as of | New | CVLG Covenant Logistics Group, Inc. Common Stock | $8.01M | +295K | 294,868 0.58% of portfolio | medium |
| Q1 2026 as of | Exit | OWLT Owlet, Inc. Common Stock | $-7.85M | -485K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Aehr Test Systems Common stock | $7.50M | +202K +36.60% | 754,737 2.03% of portfolio | medium |
| Q1 2026 as of | New | Cava Group, Inc. Common stock | $7.44M | +92K | 91,995 0.54% of portfolio | medium |
| Q1 2026 as of | Trim | Terawulf Inc. Common stock | $-7.01M | -486K -41.17% | 694,476 0.73% of portfolio | medium |
| Q1 2026 as of | Exit | PHAT Phathom Pharmaceuticals, Inc. Common Stock | $-6.53M | -394K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | AeroVironment Inc Common stock | $-6.46M | -27K -100.00% | 0 | medium |
| Q1 2026 as of | New | Terex Corp Common stock | $6.44M | +109K | 109,002 0.47% of portfolio | medium |
| Q1 2026 as of | Exit | Figure Technology Solutions, Inc. Common stock | $-6.41M | -157K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | OptimizeRx Corp Common stock | $-6.20M | -505K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Adaptive Biotechnologies Corp Common stock | $-6.10M | -439K -46.55% | 504,346 0.51% of portfolio | medium |
| Q1 2026 as of | Trim | Universal Technical Institute Inc Common stock | $-6.06M | -168K -14.96% | 955,102 2.50% of portfolio | medium |
| Q1 2026 as of | Exit | M7S64L123 Common stock | $-5.93M | -284K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Sterling Infrastructure, Inc. Common stock | $-5.92M | -15K -17.74% | 67,407 1.99% of portfolio | medium |
| Q1 2026 as of | Exit | TAT Technologies Ltd Common stock | $-5.90M | -132K -100.00% | 0 | medium |
| Q1 2026 as of | New | Silvaco Group, Inc. Common stock | $5.89M | +832K | 831,903 0.43% of portfolio | medium |
| Q1 2026 as of | Exit | Snowflake Inc. Common stock | $-5.59M | -25K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Agilysys Inc Common stock | $5.51M | +78K +93.38% | 160,490 0.83% of portfolio | medium |
| Q1 2026 as of | New | MRTN Marten Transport Ltd Common Stock | $5.49M | +418K | 418,371 0.40% of portfolio | medium |
| Q1 2026 as of | Exit | PSNL Personalis, Inc. Common Stock | $-4.97M | -624K -100.00% | 0 | low |
| Q1 2026 as of | New | Vericel Corp Common stock | $4.91M | +153K | 152,779 0.36% of portfolio | low |
| Q1 2026 as of | Trim | Karman Holdings Inc. Common stock | $-4.89M | -61K -26.31% | 171,203 0.99% of portfolio | low |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-4.89M | -13K -30.57% | 30,004 0.81% of portfolio | low |
| Q1 2026 as of | Trim | G3730v105 Common stock | $-4.82M | -20K -16.69% | 98,235 1.74% of portfolio | low |
| Q1 2026 as of | New | EquipmentShare.com Inc Common stock | $4.62M | +227K | 226,974 0.34% of portfolio | low |
| Q1 2026 as of | New | Applied Materials Inc /De Common stock | $4.57M | +13K | 13,367 0.33% of portfolio | low |
| Q1 2026 as of | Add | LOAR Loar Holdings Inc. Common Stock | $4.52M | +79K +171.39% | 124,938 0.52% of portfolio | low |
| Q1 2026 as of | Add | Ollie's Bargain Outlet Holdings, Inc. Common stock | $4.38M | +48K +55.93% | 132,800 0.89% of portfolio | low |
| Q1 2026 as of | Add | BLLN BillionToOne, Inc. Common Stock | $4.26M | +54K +147.04% | 90,564 0.52% of portfolio | low |
| Q1 2026 as of | New | YSS York Space Systems Inc. Common Stock | $4.25M | +192K | 191,817 0.31% of portfolio | low |
| Q1 2026 as of | Add | Park Aerospace Corp Common stock | $4.00M | +146K +27.78% | 672,168 1.33% of portfolio | low |