13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001134007
Total reported value
$1.9B
$1.9B
120 檔
9.8%
The Q1 2024 SEC filing reveals that Next Century Growth Investors LLC held a total portfolio value of $1.9B, covering 120 public equity positions.
During Q1 2024, Next Century Growth Investors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics CORP | Stock-Other | 3.69% | -0.60% | +0.36% | |
| 2 | VERX | Vertex Inc - Class A | Stock-Other | 3.52% | — | -1.67% | |
| 3 | VRRM | Verra Mobility CORP | Stock-Other | 3.07% | — | -20.98% | |
| 4 | TMDX | Transmedics Group Inc | Stock-Healthcare | 3.03% | -0.70% | EXIT | |
| 5 | LGIH | Lgi Homes Inc | Stock-Other | 2.75% | — | +2.04% | |
| 6 | TNDM | Tandem Diabetes Care Inc | Stock-Other | 2.62% | — | +84.81% | |
| 7 | SPT | Sprout Social Inc - Class A | Stock-Other | 2.61% | — | +1.88% | |
| 8 | FLYW | Flywire Corp-voting | Stock-Other | 2.61% | — | +1.90% | |
| 9 | NSSC | Napco Security Technologies | Stock-Other | 2.57% | — | +1.77% | |
| 10 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.44% | -0.24% | EXIT | |
| 11 | QTWO | Q2 Holdings Inc | Stock-Tech | 2.37% | — | +1.99% | |
| 12 | RXST | Rxsight Inc | Stock-Other | 2.29% | — | -22.30% | |
| 13 | AVAV | Aerovironment Inc | Stock-Industrials | 2.28% | — | +1.72% | |
| 14 | SAIA | Saia Inc | Stock-Industrials | 2.14% | +0.63% | -2.72% | |
| 15 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.96% | — | +13.04% | |
| 16 | ATEC | Alphatec Holdings Inc | Stock-Other | 1.90% | -1.87% | EXIT | |
| 17 | VCEL | Vericel CORP | Stock-Other | 1.80% | +1.09% | +92.08% | |
| 18 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.72% | — | -17.75% | |
| 19 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.65% | -0.70% | +1.46% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.38% | +1.36% | |
| 21 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.56% | -0.71% | EXIT | |
| 22 | SIBN | Si-bone Inc | Stock-Other | 1.52% | +0.16% | -23.47% | |
| 23 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.48% | -0.81% | +3.52% | |
| 24 | PAY | Paymentus Holdings Inc-a | Stock-Other | 1.35% | -1.14% | +102.29% | |
| 25 | AGYS | Agilysys Inc | Stock-Other | 1.26% | +1.20% | +1.74% | |
| 26 | HXL | Hexcel CORP | Stock-Industrials | 1.20% | — | -5.85% | |
| 27 | SPSC | Sps Commerce Inc | Stock-Tech | 1.10% | — | +3.58% | |
| 28 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.08% | -0.75% | +3.57% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.23% | +1.36% | |
| 30 | TCMD | Tactile Systems Technology I | Stock-Other | 1.01% | -0.05% | +116.52% | |
| 31 | QNST | Quinstreet Inc | Stock-Other | 1.01% | — | — | |
| 32 | NTRA | Natera Inc | Stock-Healthcare | 0.98% | — | +53.25% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.32% | +1.36% | |
| 34 | ARCB | Arcbest CORP | Stock-Other | 0.95% | — | +0.39% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.38% | +1.36% | |
| 36 | RBC | RBC Bearings Inc | Stock-Industrials | 0.89% | +0.06% | +3.58% | |
| 37 | TMCI | Treace Medical Concepts Inc | Stock-Other | 0.87% | — | +113.55% | |
| 38 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.86% | — | +30.82% | |
| 39 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.82% | — | +45.16% | |
| 40 | ALKT | Alkami Technology Inc | Stock-Other | 0.79% | — | +103.17% | |
| 41 | 628 | Semrush Holdings Inc-a | Stock-Other | 0.78% | — | +117.69% | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | -0.01% | +3.09% | |
| 43 | MRTN | Marten Transport LTD | Stock-Other | 0.69% | +0.24% | +0.29% | |
| 44 | GSHD | Goosehead Insurance Inc -a | Stock-Other | 0.69% | — | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.14% | +1.37% | |
| 46 | PGNY | Progyny Inc | Stock-Other | 0.69% | — | +3.54% | |
| 47 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.68% | — | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.66% | -0.64% | -30.11% | |
| 49 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.61% | — | +3.58% | |
| 50 | APPF | Appfolio Inc - A | Stock-Tech | 0.60% | — | -18.13% |
According to official SEC Form 13F filings, Next Century Growth Investors LLC reported a total U.S. public equity portfolio value of $1.9B across 120 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ATRO, VERX, VRRM) accounted for 9.8% of total reported equity market value during Q1 2024.
During Q1 2024, Next Century Growth Investors LLC's top holdings by market value included ATRO (3.7%)、VERX (3.5%)、VRRM (3.1%). The largest single position, ATRO, represented 3.7% of total portfolio value.
In Q1 2024, Next Century Growth Investors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.