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CIK: 0001134007
Total reported value
$1.9B
$1.9B
122 檔
11.5%
The Q2 2024 SEC filing reveals that Next Century Growth Investors LLC held a total portfolio value of $1.9B, covering 122 public equity positions.
During Q2 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 | TMDX | Transmedics Group Inc | Stock-Healthcare | 4.21% | -0.70% | EXIT | |
| 2 | ATRO | Astronics CORP | Stock-Other | 3.95% | -0.60% | +6.39% | |
| 3 | VRRM | Verra Mobility CORP | Stock-Other | 3.43% | — | +7.27% | |
| 4 | NSSC | Napco Security Technologies | Stock-Other | 3.38% | — | +6.33% | |
| 5 | TNDM | Tandem Diabetes Care Inc | Stock-Other | 3.06% | — | +7.21% | |
| 6 | QTWO | Q2 Holdings Inc | Stock-Tech | 2.79% | — | +7.17% | |
| 7 | AVAV | Aerovironment Inc | Stock-Industrials | 2.76% | — | +6.31% | |
| 8 | RXST | Rxsight Inc | Stock-Other | 2.64% | — | +3.48% | |
| 9 | VERX | Vertex Inc - Class A | Stock-Other | 2.54% | — | -33.46% | |
| 10 | FRPT | Freshpet Inc | Stock-Consumer Staples | 2.24% | — | +7.32% | |
| 11 | PAY | Paymentus Holdings Inc-a | Stock-Other | 2.07% | -1.14% | +92.19% | |
| 12 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.96% | -0.81% | +18.63% | |
| 13 | SAIA | Saia Inc | Stock-Industrials | 1.90% | +0.63% | +14.58% | |
| 14 | FLYW | Flywire Corp-voting | Stock-Other | 1.77% | — | +7.37% | |
| 15 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.68% | -0.24% | EXIT | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.38% | -0.28% | |
| 17 | AGYS | Agilysys Inc | Stock-Other | 1.58% | +1.20% | +6.20% | |
| 18 | VCEL | Vericel CORP | Stock-Other | 1.48% | +1.09% | -2.60% | |
| 19 | PAR | Par Technology Corp/del | Stock-Other | 1.43% | — | — | |
| 20 | ATEC | Alphatec Holdings Inc | Stock-Other | 1.38% | -1.87% | EXIT | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.23% | +897.54% | |
| 22 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.32% | -0.70% | +9.16% | |
| 23 | NTRA | Natera Inc | Stock-Healthcare | 1.28% | — | +14.55% | |
| 24 | SPSC | Sps Commerce Inc | Stock-Tech | 1.22% | — | +14.48% | |
| 25 | PRCT | Procept Biorobotics CORP | Stock-Other | 1.22% | — | +167.58% | |
| 26 | HXL | Hexcel CORP | Stock-Industrials | 1.21% | — | +23.01% | |
| 27 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.20% | -0.71% | EXIT | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.64% | +53.50% | |
| 29 | INOD | Innodata Inc | Stock-Other | 1.10% | +0.44% | +8.54% | |
| 30 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.09% | — | +62.16% | |
| 31 | QNST | Quinstreet Inc | Stock-Other | 1.06% | — | +16.14% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.32% | -9.49% | |
| 33 | COHR | Coherent CORP | Stock-Tech | 1.00% | -1.72% | — | |
| 34 | ALKT | Alkami Technology Inc | Stock-Other | 1.00% | — | +13.91% | |
| 35 | RBC | RBC Bearings Inc | Stock-Industrials | 0.98% | +0.06% | +14.54% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.38% | +5.07% | |
| 37 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.93% | — | +14.56% | |
| 38 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.91% | — | +14.51% | |
| 39 | SIBN | Si-bone Inc | Stock-Other | 0.91% | +0.16% | -21.00% | |
| 40 | SDHC | Smith Douglas Homes CORP | Stock-Other | 0.90% | — | +159.16% | |
| 41 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.89% | — | +245.30% | |
| 42 | ACVA | Acv Auctions Inc-a | Stock-Other | 0.88% | — | +61.07% | |
| 43 | 628 | Semrush Holdings Inc-a | Stock-Other | 0.81% | — | +7.57% | |
| 44 | LGIH | Lgi Homes Inc | Stock-Other | 0.81% | — | -59.91% | |
| 45 | ✓ | Enfusion Inc - Class A | Stock-Other | 0.79% | — | +140.01% | |
| 46 | APPF | Appfolio Inc - A | Stock-Tech | 0.77% | — | +35.65% | |
| 47 | GWRE | Guidewire Software Inc | Stock-Tech | 0.76% | — | +36.58% | |
| 48 | ✓ | Stock-Other | 0.73% | — | — | ||
| 49 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 0.67% | — | -25.74% | |
| 50 | OLED | Universal Display Corporation | Stock-Tech | 0.67% | — | — |
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 122 disclosed positions in Q2 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 TMDX, ATRO, VRRM) accounted for 11.5% of total reported equity market value during Q2 2024.
During Q2 2024, Next Century Growth Investors LLC's top holdings by market value included TMDX (4.2%)、ATRO (4.0%)、VRRM (3.4%). The largest single position, TMDX, represented 4.2% of total portfolio value.
In Q2 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.
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