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CIK: 0001134007
Total reported value
$1.9B
$1.9B
127 檔
10.4%
During the Q3 2024 filing period, Next Century Growth Investors LLC (CIK: 0001134007) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 127 reported positions.
Next Century Growth Investors LLC executed strategic sector rebalancing during Q3 2024, establishing 21 new positions while fully exiting 16 holdings and trimming 59 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics CORP | Stock-Other | 3.61% | -0.60% | -3.58% | |
| 2 | TNDM | Tandem Diabetes Care Inc | Stock-Other | 3.38% | — | +7.47% | |
| 3 | TMDX | Transmedics Group Inc | Stock-Healthcare | 3.35% | -0.70% | EXIT | |
| 4 | VRRM | Verra Mobility CORP | Stock-Other | 3.31% | — | -3.01% | |
| 5 | RXST | Rxsight Inc | Stock-Other | 2.31% | — | +9.12% | |
| 6 | QTWO | Q2 Holdings Inc | Stock-Tech | 2.28% | — | -36.60% | |
| 7 | PAY | Paymentus Holdings Inc-a | Stock-Other | 2.17% | -1.14% | +2.29% | |
| 8 | ACVA | Acv Auctions Inc-a | Stock-Other | 2.17% | — | +127.65% | |
| 9 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.92% | -0.24% | EXIT | |
| 10 | PAR | Par Technology Corp/del | Stock-Other | 1.89% | — | +22.75% | |
| 11 | ✓ | Stock-Other | 1.87% | — | +105.14% | ||
| 12 | VCEL | Vericel CORP | Stock-Other | 1.79% | +1.09% | +34.76% | |
| 13 | PRCT | Procept Biorobotics CORP | Stock-Other | 1.78% | — | +14.81% | |
| 14 | SAIA | Saia Inc | Stock-Industrials | 1.78% | +0.63% | +4.11% | |
| 15 | OLED | Universal Display Corporation | Stock-Tech | 1.74% | — | +89.88% | |
| 16 | FLYW | Flywire Corp-voting | Stock-Other | 1.60% | — | -7.35% | |
| 17 | VCYT | Veracyte Inc | Stock-Other | 1.59% | — | +289.62% | |
| 18 | VERX | Vertex Inc - Class A | Stock-Other | 1.57% | — | -40.57% | |
| 19 | RBC | RBC Bearings Inc | Stock-Industrials | 1.49% | +0.06% | +40.69% | |
| 20 | NTRA | Natera Inc | Stock-Healthcare | 1.43% | — | -2.04% | |
| 21 | HXL | Hexcel CORP | Stock-Industrials | 1.39% | — | +19.05% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.38% | -7.52% | |
| 23 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.29% | -0.81% | -32.49% | |
| 24 | AGYS | Agilysys Inc | Stock-Other | 1.29% | +1.20% | -20.22% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.23% | -2.27% | |
| 26 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.28% | — | +15.74% | |
| 27 | INOD | Innodata Inc | Stock-Other | 1.21% | +0.44% | +0.08% | |
| 28 | COHR | Coherent CORP | Stock-Tech | 1.20% | -1.72% | +0.14% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.64% | -7.91% | |
| 30 | QNST | Quinstreet Inc | Stock-Other | 1.18% | — | -0.83% | |
| 31 | UTI | Universal Technical Institut | Stock-Other | 1.12% | -0.35% | +329.25% | |
| 32 | ALKT | Alkami Technology Inc | Stock-Other | 1.08% | — | +0.38% | |
| 33 | GDYN | Grid Dynamics Holdings Inc | Stock-Other | 1.03% | — | +88.00% | |
| 34 | AAON | Aaon Inc | Stock-Industrials | 1.03% | +0.09% | +204.28% | |
| 35 | AVAV | Aerovironment Inc | Stock-Industrials | 1.02% | — | -65.66% | |
| 36 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.01% | — | -56.07% | |
| 37 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.00% | -0.61% | — | |
| 38 | SIBN | Si-bone Inc | Stock-Other | 1.00% | +0.16% | +4.26% | |
| 39 | NSSC | Napco Security Technologies | Stock-Other | 0.99% | — | -61.29% | |
| 40 | GWRE | Guidewire Software Inc | Stock-Tech | 0.97% | — | -1.80% | |
| 41 | SDHC | Smith Douglas Homes CORP | Stock-Other | 0.92% | — | -35.06% | |
| 42 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.88% | -0.82% | +44.70% | |
| 43 | 628 | Semrush Holdings Inc-a | Stock-Other | 0.82% | — | -11.68% | |
| 44 | AORT | Artivion Inc | Stock-Other | 0.82% | -2.72% | EXIT | |
| 45 | HQY | Healthequity Inc | Stock-Healthcare | 0.77% | — | — | |
| 46 | GLBE | Global-E Online Ltd. | Stock-Other | 0.77% | +0.46% | +130.27% | |
| 47 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 0.76% | -0.75% | +75.53% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.38% | -16.26% | |
| 49 | LOAR | Loar Holdings Inc | Stock-Other | 0.74% | -0.02% | -1.80% | |
| 50 | MRTN | Marten Transport LTD | Stock-Other | 0.74% | +0.24% | +18.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCYT | Veracyte Inc | +1.3% | +289.62% | Add |
| 2 | ACVA | Acv Auctions Inc-a | +1.3% | +127.65% | Add |
| 3 | FTAI | FTAI Aviation Ltd. | +1.1% | — | Add |
| 4 | OLED | Universal Display Corporation | +1.1% | +89.88% | Add |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | +1% | NEW | New buy |
| 6 | UTI | Universal Technical Institut | +0.9% | +329.25% | Add |
| 7 | HQY | Healthequity Inc | +0.8% | NEW | New buy |
| 8 | AAON | Aaon Inc | +0.8% | +204.28% | Add |
| 9 | GDYN | Grid Dynamics Holdings Inc | +0.6% | +88.00% | Add |
| 10 | HROW | Harrow Inc | +0.6% | NEW | New buy |
| 11 | ✓ | On Holding AG | +0.6% | NEW | New buy |
| 12 | GLDD | Great Lakes Dredge & Dock Co | +0.6% | NEW | New buy |
| 13 | PRCT | Procept Biorobotics CORP | +0.6% | +14.81% | Add |
| 14 | KNX | Knight-swift Transportation | +0.5% | NEW | New buy |
| 15 | MIRM | Mirum Pharmaceuticals Inc | +0.5% | NEW | New buy |
| 16 | RBC | RBC Bearings Inc | +0.5% | +40.69% | Add |
| 17 | AORT | Artivion Inc | +0.5% | +141.57% | Add |
| 18 | WGS | Genedx Holdings CORP | +0.5% | NEW | New buy |
| 19 | WAL | Western Alliance Bancorp | +0.5% | NEW | New buy |
| 20 | PAR | Par Technology Corp/del | +0.5% | +22.75% | Add |
| 21 | GLBE | Global-E Online Ltd. | +0.5% | +130.27% | Add |
| 22 | BLND | Blend Labs Inc-a | +0.5% | NEW | New buy |
| 23 | BLFS | Biolife Solutions Inc | +0.4% | NEW | New buy |
| 24 | STRL | Sterling Infrastructure Inc | +0.4% | +44.70% | Add |
| 25 | EXLS | Exlservice Holdings Inc | +0.4% | +15.74% | Add |
| 26 | ELF | Elf Beauty Inc | +0.3% | NEW | New buy |
| 27 | KRNT | Kornit Digital Ltd. | +0.3% | NEW | New buy |
| 28 | SKWD | Skyward Specialty Insurance | +0.3% | NEW | New buy |
| 29 | TNDM | Tandem Diabetes Care Inc | +0.3% | +7.47% | Add |
| 30 | VCEL | Vericel CORP | +0.3% | +34.76% | Add |
| 31 | K4F | Onestream Inc | +0.3% | NEW | New buy |
| 32 | LSCC | Lattice Semiconductor CORP | +0.3% | +75.53% | Add |
| 33 | KNSL | Kinsale Capital Group Inc | +0.2% | -2.68% | Trim |
| 34 | WAY | Waystar Holding CORP | +0.2% | NEW | New buy |
| 35 | LNTH | Lantheus Holdings Inc | +0.2% | NEW | New buy |
| 36 | TWFG | Twfg Inc | +0.2% | NEW | New buy |
| 37 | LINC | Lincoln Educational Services | +0.2% | +69.85% | Add |
| 38 | GWRE | Guidewire Software Inc | +0.2% | -1.80% | Trim |
| 39 | GSHD | Goosehead Insurance Inc -a | +0.2% | +52.34% | Add |
| 40 | COHR | Coherent CORP | +0.2% | +0.14% | Add |
| 41 | SMWB | Similarweb Ltd. | +0.2% | NEW | New buy |
| 42 | LOAR | Loar Holdings Inc | +0.2% | -1.80% | Trim |
| 43 | MAMA | Mama's Creations Inc | +0.2% | +43.62% | Add |
| 44 | HXL | Hexcel CORP | +0.2% | +19.05% | Add |
| 45 | ARQ | Arq Inc | +0.2% | NEW | New buy |
| 46 | TCMD | Tactile Systems Technology I | +0.2% | +18.97% | Add |
| 47 | NTRA | Natera Inc | +0.2% | -2.04% | Trim |
| 48 | ODFL | Old Dominion Freight Line | +0.2% | +37.85% | Add |
| 49 | HWM | Howmet Aerospace Inc | +0.1% | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | +0.1% | +38.03% | Add |
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 127 disclosed positions in Q3 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, TNDM, TMDX) accounted for 10.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
OLLI
市值: $12.4M
Top Position Liquidated / Trimmed
CELH
前期市值: $14.5M
During Q3 2024, Next Century Growth Investors LLC's top holdings by market value included ATRO (3.6%)、TNDM (3.4%)、TMDX (3.4%). The largest single position, ATRO, represented 3.6% of total portfolio value.
In Q3 2024, Next Century Growth Investors LLC made 143 total portfolio adjustments, initiating 21 new buys, adding to 47 positions, trimming 59 holdings, and fully liquidating 16 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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