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CIK: 0001134007
Total reported value
$1.9B
$1.9B
123 檔
9.0%
As reported in its official Q1 2025 Form 13F filing, Next Century Growth Investors LLC's tracked investment portfolio stood at $1.9B with 123 total positions.
In Q1 2025, Next Century Growth Investors LLC displayed an active expansion posture, initiating 123 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WGS | Genedx Holdings CORP | Stock-Other | 3.29% | — | +33.66% | |
| 2 | PAY | Paymentus Holdings Inc-a | Stock-Other | 3.15% | -1.14% | +5.37% | |
| 3 | ALHC | Alignment Healthcare Inc | Stock-Other | 3.12% | +0.31% | +85.31% | |
| 4 | ATRO | Astronics CORP | Stock-Other | 2.77% | -0.60% | -16.17% | |
| 5 | PAR | Par Technology Corp/del | Stock-Other | 2.73% | — | -3.42% | |
| 6 | GDYN | Grid Dynamics Holdings Inc | Stock-Other | 2.50% | — | +10.84% | |
| 7 | UTI | Universal Technical Institut | Stock-Other | 2.40% | -0.35% | +5.85% | |
| 8 | VCEL | Vericel CORP | Stock-Other | 2.31% | +1.09% | +10.79% | |
| 9 | AORT | Artivion Inc | Stock-Other | 2.24% | -2.72% | EXIT | |
| 10 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 1.94% | -0.27% | — | |
| 11 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.76% | -0.24% | EXIT | |
| 12 | RBC | RBC Bearings Inc | Stock-Industrials | 1.75% | +0.06% | -6.77% | |
| 13 | SAIA | Saia Inc | Stock-Industrials | 1.69% | +0.63% | -5.94% | |
| 14 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.68% | -0.61% | -0.11% | |
| 15 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.66% | — | +0.61% | |
| 16 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.63% | — | -6.75% | |
| 17 | INOD | Innodata Inc | Stock-Other | 1.60% | +0.44% | +24.49% | |
| 18 | QTWO | Q2 Holdings Inc | Stock-Tech | 1.60% | — | +7.68% | |
| 19 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 1.55% | -0.70% | +1.91% | |
| 20 | ATEC | Alphatec Holdings Inc | Stock-Other | 1.51% | -1.87% | EXIT | |
| 21 | XMTR | Xometry Inc-a | Stock-Other | 1.47% | +1.37% | +194.07% | |
| 22 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.34% | -0.81% | +4.18% | |
| 23 | GLBE | Global-E Online Ltd. | Stock-Other | 1.30% | +0.46% | +14.57% | |
| 24 | VCYT | Veracyte Inc | Stock-Other | 1.26% | — | -17.56% | |
| 25 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 1.26% | — | +113.40% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.24% | -0.64% | -15.14% | |
| 27 | LMB | Limbach Holdings Inc | Stock-Other | 1.22% | -0.06% | +17.96% | |
| 28 | CRS | Carpenter Technology | Stock-Industrials | 1.20% | -0.37% | +20.75% | |
| 29 | WAY | Waystar Holding CORP | Stock-Other | 1.18% | -0.38% | EXIT | |
| 30 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.06% | -0.75% | -6.78% | |
| 31 | ALKT | Alkami Technology Inc | Stock-Other | 1.06% | — | +7.27% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.38% | -23.77% | |
| 33 | LINC | Lincoln Educational Services | Stock-Other | 1.04% | +0.04% | +11.26% | |
| 34 | VERX | Vertex Inc - Class A | Stock-Other | 1.04% | — | +2.09% | |
| 35 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.02% | -0.44% | -30.61% | |
| 36 | PEN | Penumbra Inc | Stock-Healthcare | 0.99% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.23% | -19.77% | |
| 38 | ✓ | Stock-Other | 0.96% | — | -12.95% | ||
| 39 | WAL | Western Alliance Bancorp | Stock-Financials | 0.96% | — | -6.77% | |
| 40 | GWRE | Guidewire Software Inc | Stock-Tech | 0.88% | — | +14.82% | |
| 41 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.87% | — | +11.37% | |
| 42 | ✓ | Paycor Hcm Inc Com | Stock-Other | 0.87% | — | -66.59% | |
| 43 | AAON | Aaon Inc | Stock-Industrials | 0.86% | +0.09% | -16.78% | |
| 44 | AVPT | Avepoint Inc | Stock-Other | 0.86% | — | +9.59% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.38% | -13.80% | |
| 46 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.82% | -0.82% | -24.97% | |
| 47 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.78% | +0.03% | +18.93% | |
| 48 | HQY | Healthequity Inc | Stock-Healthcare | 0.77% | — | +30.12% | |
| 49 | BY | Byline Bancorp Inc | Stock-Other | 0.77% | — | -0.32% | |
| 50 | LOAR | Loar Holdings Inc | Stock-Other | 0.72% | -0.02% | -6.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WGS | Genedx Holdings CORP | — | NEW | New buy |
| 2 | PAY | Paymentus Holdings Inc-a | — | NEW | New buy |
| 3 | ALHC | Alignment Healthcare Inc | — | NEW | New buy |
| 4 | ATRO | Astronics CORP | — | NEW | New buy |
| 5 | PAR | Par Technology Corp/del | — | NEW | New buy |
| 6 | GDYN | Grid Dynamics Holdings Inc | — | NEW | New buy |
| 7 | UTI | Universal Technical Institut | — | NEW | New buy |
| 8 | VCEL | Vericel CORP | — | NEW | New buy |
| 9 | AORT | Artivion Inc | — | NEW | New buy |
| 10 | IRTC | Irhythm Holdings Inc | — | NEW | New buy |
| 11 | KNSL | Kinsale Capital Group Inc | — | NEW | New buy |
| 12 | RBC | RBC Bearings Inc | — | NEW | New buy |
| 13 | SAIA | Saia Inc | — | NEW | New buy |
| 14 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | New buy |
| 15 | ACVA | Acv Auctions Inc-a | — | NEW | New buy |
| 16 | EXLS | Exlservice Holdings Inc | — | NEW | New buy |
| 17 | INOD | Innodata Inc | — | NEW | New buy |
| 18 | QTWO | Q2 Holdings Inc | — | NEW | New buy |
| 19 | MYRG | Myr Group Inc/delaware | — | NEW | New buy |
| 20 | ATEC | Alphatec Holdings Inc | — | NEW | New buy |
| 21 | XMTR | Xometry Inc-a | — | NEW | New buy |
| 22 | MTSI | Macom Technology Solutions H | — | NEW | New buy |
| 23 | GLBE | Global-E Online Ltd. | — | NEW | New buy |
| 24 | VCYT | Veracyte Inc | — | NEW | New buy |
| 25 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | New buy |
| 26 | AAPL | Apple Inc | — | NEW | New buy |
| 27 | LMB | Limbach Holdings Inc | — | NEW | New buy |
| 28 | CRS | Carpenter Technology | — | NEW | New buy |
| 29 | WAY | Waystar Holding CORP | — | NEW | New buy |
| 30 | LSCC | Lattice Semiconductor CORP | — | NEW | New buy |
| 31 | ALKT | Alkami Technology Inc | — | NEW | New buy |
| 32 | MSFT | Microsoft CORP | — | NEW | New buy |
| 33 | LINC | Lincoln Educational Services | — | NEW | New buy |
| 34 | VERX | Vertex Inc - Class A | — | NEW | New buy |
| 35 | BROS | Dutch Bros Inc-class A | — | NEW | New buy |
| 36 | PEN | Penumbra Inc | — | NEW | New buy |
| 37 | NVDA | Nvidia CORP | — | NEW | New buy |
| 38 | ✓ | — | NEW | New buy | |
| 39 | WAL | Western Alliance Bancorp | — | NEW | New buy |
| 40 | GWRE | Guidewire Software Inc | — | NEW | New buy |
| 41 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 42 | ✓ | Paycor Hcm Inc Com | — | NEW | New buy |
| 43 | AAON | Aaon Inc | — | NEW | New buy |
| 44 | AVPT | Avepoint Inc | — | NEW | New buy |
| 45 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 46 | STRL | Sterling Infrastructure Inc | — | NEW | New buy |
| 47 | MIRM | Mirum Pharmaceuticals Inc | — | NEW | New buy |
| 48 | HQY | Healthequity Inc | — | NEW | New buy |
| 49 | BY | Byline Bancorp Inc | — | NEW | New buy |
| 50 | LOAR | Loar Holdings Inc | — | 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 123 disclosed positions in Q1 2025.
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 WGS, PAY, ALHC) accounted for 9.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
WGS
市值: $36.9M
During Q1 2025, Next Century Growth Investors LLC's top holdings by market value included WGS (3.3%)、PAY (3.1%)、ALHC (3.1%). The largest single position, WGS, represented 3.3% of total portfolio value.
In Q1 2025, Next Century Growth Investors LLC made 123 total portfolio adjustments, initiating 123 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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