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CIK: 0001134007
Total reported value
$1.9B
$1.9B
130 檔
9.2%
According to the latest 13F quarterly dataset, Next Century Growth Investors LLC managed an equity portfolio of $1.9B at the end of Q4 2024, spanning 130 distinct U.S. exchange-listed positions.
In Q4 2024, Next Century Growth Investors LLC displayed an active expansion posture, initiating 24 new positions and adding to 63 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PAY | Paymentus Holdings Inc-a | Stock-Other | 3.15% | -1.14% | -3.86% | |
| 2 | PAR | Par Technology Corp/del | Stock-Other | 2.82% | — | +15.71% | |
| 3 | GDYN | Grid Dynamics Holdings Inc | Stock-Other | 2.70% | — | +78.06% | |
| 4 | VCEL | Vericel CORP | Stock-Other | 2.16% | +1.09% | +0.36% | |
| 5 | ACVA | Acv Auctions Inc-a | Stock-Other | 2.14% | — | +0.39% | |
| 6 | SAIA | Saia Inc | Stock-Industrials | 1.97% | +0.63% | +14.99% | |
| 7 | UTI | Universal Technical Institut | Stock-Other | 1.91% | -0.35% | +16.47% | |
| 8 | ATRO | Astronics CORP | Stock-Other | 1.84% | -0.60% | -32.79% | |
| 9 | ✓ | Paycor Hcm Inc Com | Stock-Other | 1.81% | — | — | |
| 10 | WGS | Genedx Holdings CORP | Stock-Other | 1.80% | — | +121.11% | |
| 11 | PRCT | Procept Biorobotics CORP | Stock-Other | 1.73% | — | +4.31% | |
| 12 | VCYT | Veracyte Inc | Stock-Other | 1.71% | — | +0.26% | |
| 13 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.69% | -0.70% | +513.81% | |
| 14 | QTWO | Q2 Holdings Inc | Stock-Tech | 1.57% | — | -40.86% | |
| 15 | RBC | RBC Bearings Inc | Stock-Industrials | 1.47% | +0.06% | +7.04% | |
| 16 | GLBE | Global-E Online Ltd. | Stock-Other | 1.46% | +0.46% | +44.52% | |
| 17 | AGYS | Agilysys Inc | Stock-Other | 1.45% | +1.20% | +0.30% | |
| 18 | QNST | Quinstreet Inc | Stock-Other | 1.42% | — | +7.84% | |
| 19 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.41% | -0.81% | +0.89% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.64% | +18.75% | |
| 21 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.39% | — | +0.89% | |
| 22 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.37% | -0.82% | +45.06% | |
| 23 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.33% | -0.61% | +27.60% | |
| 24 | AAON | Aaon Inc | Stock-Industrials | 1.32% | +0.09% | +26.65% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.38% | +3.92% | |
| 26 | VERX | Vertex Inc - Class A | Stock-Other | 1.31% | — | -35.14% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | -0.23% | -3.16% | |
| 28 | CWK | Cushman & Wakefield Limited | Stock-Other | 1.24% | — | — | |
| 29 | ✓ | Stock-Other | 1.21% | — | -35.58% | ||
| 30 | INOD | Innodata Inc | Stock-Other | 1.19% | +0.44% | -54.91% | |
| 31 | COHR | Coherent CORP | Stock-Tech | 1.19% | -1.72% | +0.46% | |
| 32 | ALKT | Alkami Technology Inc | Stock-Other | 1.16% | — | -0.37% | |
| 33 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.15% | -0.24% | EXIT | |
| 34 | AORT | Artivion Inc | Stock-Other | 1.06% | -2.72% | EXIT | |
| 35 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.05% | -0.44% | +61.28% | |
| 36 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.04% | -0.75% | +37.48% | |
| 37 | FLYW | Flywire Corp-voting | Stock-Other | 1.03% | — | -44.88% | |
| 38 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.03% | — | +0.89% | |
| 39 | LMB | Limbach Holdings Inc | Stock-Other | 1.00% | -0.06% | — | |
| 40 | NTRA | Natera Inc | Stock-Healthcare | 1.00% | — | -39.36% | |
| 41 | HXL | Hexcel CORP | Stock-Industrials | 0.95% | — | -26.86% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.38% | +14.46% | |
| 43 | WAL | Western Alliance Bancorp | Stock-Financials | 0.94% | — | +116.94% | |
| 44 | WAY | Waystar Holding CORP | Stock-Other | 0.90% | -0.38% | EXIT | |
| 45 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.86% | +0.31% | — | |
| 46 | PEGA | Pegasystems Inc | Stock-Tech | 0.81% | -0.25% | EXIT | |
| 47 | LINC | Lincoln Educational Services | Stock-Other | 0.79% | +0.04% | +17.93% | |
| 48 | CRS | Carpenter Technology | Stock-Industrials | 0.78% | -0.37% | — | |
| 49 | AVPT | Avepoint Inc | Stock-Other | 0.75% | — | — | |
| 50 | SMWB | Similarweb Ltd. | Stock-Other | 0.74% | — | +146.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Paycor Hcm Inc Com | +1.8% | NEW | New buy |
| 2 | GDYN | Grid Dynamics Holdings Inc | +1.7% | +78.06% | Add |
| 3 | MYRG | Myr Group Inc/delaware | +1.5% | +513.81% | Add |
| 4 | WGS | Genedx Holdings CORP | +1.3% | +121.11% | Add |
| 5 | CWK | Cushman & Wakefield Limited | +1.2% | NEW | New buy |
| 6 | LMB | Limbach Holdings Inc | +1% | NEW | New buy |
| 7 | PAY | Paymentus Holdings Inc-a | +1% | -3.86% | Trim |
| 8 | PAR | Par Technology Corp/del | +0.9% | +15.71% | Add |
| 9 | ALHC | Alignment Healthcare Inc | +0.9% | NEW | New buy |
| 10 | PEGA | Pegasystems Inc | +0.8% | NEW | New buy |
| 11 | UTI | Universal Technical Institut | +0.8% | +16.47% | Add |
| 12 | CRS | Carpenter Technology | +0.8% | NEW | New buy |
| 13 | AVPT | Avepoint Inc | +0.8% | NEW | New buy |
| 14 | XMTR | Xometry Inc-a | +0.7% | NEW | New buy |
| 15 | BY | Byline Bancorp Inc | +0.7% | NEW | New buy |
| 16 | PNW | Pinnacle West Capital Corporation | +0.7% | NEW | New buy |
| 17 | GLBE | Global-E Online Ltd. | +0.7% | +44.52% | Add |
| 18 | WAY | Waystar Holding CORP | +0.7% | +202.62% | Add |
| 19 | BROS | Dutch Bros Inc-class A | +0.6% | +61.28% | Add |
| 20 | WING | Wingstop Inc | +0.6% | NEW | New buy |
| 21 | SMWB | Similarweb Ltd. | +0.5% | +146.75% | Add |
| 22 | SARO | Standardaero Inc | +0.5% | NEW | New buy |
| 23 | STRL | Sterling Infrastructure Inc | +0.5% | +45.06% | Add |
| 24 | WAL | Western Alliance Bancorp | +0.5% | +116.94% | Add |
| 25 | PCTY | Paylocity Holding CORP | +0.5% | NEW | New buy |
| 26 | WEAV | Weave Communications Inc | +0.4% | NEW | New buy |
| 27 | TSLA | Tesla Inc | +0.4% | +175.00% | Add |
| 28 | KRUS | Kura Sushi USA Inc-class A | +0.4% | NEW | New buy |
| 29 | CBLL | Ceribell Inc | +0.4% | NEW | New buy |
| 30 | VCEL | Vericel CORP | +0.4% | +0.36% | Add |
| 31 | KRNT | Kornit Digital Ltd. | +0.4% | +86.45% | Add |
| 32 | CDNA | Caredx Inc | +0.4% | NEW | New buy |
| 33 | MPTI | M-tron Industries Inc | +0.3% | NEW | New buy |
| 34 | OLLI | Ollie's Bargain Outlet Holdi | +0.3% | +27.60% | Add |
| 35 | BWB | Bridgewater Bancshares Inc | +0.3% | NEW | New buy |
| 36 | AAON | Aaon Inc | +0.3% | +26.65% | Add |
| 37 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +0.91% | Add |
| 38 | LSCC | Lattice Semiconductor CORP | +0.3% | +37.48% | Add |
| 39 | LINC | Lincoln Educational Services | +0.3% | +17.93% | Add |
| 40 | ATEC | Alphatec Holdings Inc | +0.3% | +2.40% | Add |
| 41 | QNST | Quinstreet Inc | +0.2% | +7.84% | Add |
| 42 | AORT | Artivion Inc | +0.2% | +29.74% | Add |
| 43 | BLFS | Biolife Solutions Inc | +0.2% | +66.67% | Add |
| 44 | AAPL | Apple Inc | +0.2% | +18.75% | Add |
| 45 | APP | Applovin Corp-class A | +0.2% | NEW | New buy |
| 46 | SAIA | Saia Inc | +0.2% | +14.99% | Add |
| 47 | AMZN | Amazon.com Inc | +0.2% | +14.46% | Add |
| 48 | ELF | Elf Beauty Inc | +0.2% | +38.98% | Add |
| 49 | AGYS | Agilysys Inc | +0.2% | +0.30% | Add |
| 50 | TYL | Tyler Technologies Inc | +0.2% | NEW | New buy |
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 130 disclosed positions in Q4 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 PAY, PAR, GDYN) accounted for 9.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
PAYCOR HCM INC COM
市值: $24.1M
Top Position Liquidated / Trimmed
TMDX
前期市值: $41.4M
During Q4 2024, Next Century Growth Investors LLC's top holdings by market value included PAY (3.1%)、PAR (2.8%)、GDYN (2.7%). The largest single position, PAY, represented 3.1% of total portfolio value.
In Q4 2024, Next Century Growth Investors LLC made 151 total portfolio adjustments, initiating 24 new buys, adding to 63 positions, trimming 43 holdings, and fully liquidating 21 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.