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CIK: 0001134007
Total reported value
$1.9B
$1.9B
123 檔
9.6%
In Q2 2025, Next Century Growth Investors LLC's U.S. equity holdings reached a combined market value of $1.9B, distributed across 123 disclosed stock positions.
Next Century Growth Investors LLC executed strategic sector rebalancing during Q2 2025, establishing 12 new positions while fully exiting 12 holdings and trimming 62 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics CORP | Stock-Other | 3.28% | -0.60% | -1.66% | |
| 2 | PAY | Paymentus Holdings Inc-a | Stock-Other | 2.86% | -1.14% | -16.75% | |
| 3 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 2.69% | -0.82% | +85.50% | |
| 4 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.67% | -0.27% | +7.99% | |
| 5 | UTI | Universal Technical Institut | Stock-Other | 2.51% | -0.35% | -8.65% | |
| 6 | AORT | Artivion Inc | Stock-Other | 2.42% | -2.72% | EXIT | |
| 7 | ALHC | Alignment Healthcare Inc | Stock-Other | 2.35% | +0.31% | +15.11% | |
| 8 | PAR | Par Technology Corp/del | Stock-Other | 2.24% | — | -16.61% | |
| 9 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.20% | -0.70% | +1.64% | |
| 10 | VCEL | Vericel CORP | Stock-Other | 2.20% | +1.09% | +14.78% | |
| 11 | XMTR | Xometry Inc-a | Stock-Other | 2.02% | +1.37% | +16.30% | |
| 12 | ATEC | Alphatec Holdings Inc | Stock-Other | 1.77% | -1.87% | EXIT | |
| 13 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.75% | -0.81% | +5.30% | |
| 14 | QTWO | Q2 Holdings Inc | Stock-Tech | 1.70% | — | +4.76% | |
| 15 | CDNA | Caredx Inc | Stock-Other | 1.70% | — | +309.44% | |
| 16 | RBC | RBC Bearings Inc | Stock-Industrials | 1.68% | +0.06% | -7.58% | |
| 17 | LMB | Limbach Holdings Inc | Stock-Other | 1.67% | -0.06% | -16.34% | |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.64% | -0.61% | -0.73% | |
| 19 | WGS | Genedx Holdings CORP | Stock-Other | 1.58% | — | -46.86% | |
| 20 | AVPT | Avepoint Inc | Stock-Other | 1.52% | — | +52.96% | |
| 21 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.51% | -0.24% | EXIT | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.38% | +24.34% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.23% | +11.31% | |
| 24 | CRS | Carpenter Technology | Stock-Industrials | 1.32% | -0.37% | -16.84% | |
| 25 | LINC | Lincoln Educational Services | Stock-Other | 1.28% | +0.04% | -2.57% | |
| 26 | EXLS | Exlservice Holdings Inc | Stock-Tech | 1.28% | — | -2.74% | |
| 27 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.26% | -0.44% | +28.42% | |
| 28 | TMDX | Transmedics Group Inc | Stock-Healthcare | 1.24% | -0.70% | EXIT | |
| 29 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.21% | — | -27.51% | |
| 30 | SAIA | Saia Inc | Stock-Industrials | 1.14% | +0.63% | -1.32% | |
| 31 | WAY | Waystar Holding CORP | Stock-Other | 1.12% | -0.38% | EXIT | |
| 32 | AGX | Argan Inc | Stock-Industrials | 1.06% | — | +22.20% | |
| 33 | HQY | Healthequity Inc | Stock-Healthcare | 1.05% | — | +31.75% | |
| 34 | ALKT | Alkami Technology Inc | Stock-Other | 1.03% | — | -2.51% | |
| 35 | PEN | Penumbra Inc | Stock-Healthcare | 0.99% | — | +19.63% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.98% | -0.64% | -1.93% | |
| 37 | AGYS | Agilysys Inc | Stock-Other | 0.96% | +1.20% | — | |
| 38 | VERX | Vertex Inc - Class A | Stock-Other | 0.90% | — | -0.74% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.38% | +2.88% | |
| 40 | ✓ | Stock-Other | 0.86% | — | -0.72% | ||
| 41 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 0.85% | -0.75% | -0.75% | |
| 42 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.84% | — | +48.88% | |
| 43 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.84% | — | — | |
| 44 | SITM | Sitime CORP | Stock-Tech | 0.83% | -0.31% | +158.94% | |
| 45 | OLOGBX | Olo Inc - Class A | Stock-Other | 0.80% | — | +227.37% | |
| 46 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.78% | — | +20.31% | |
| 47 | LOAR | Loar Holdings Inc | Stock-Other | 0.76% | -0.02% | -0.76% | |
| 48 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.75% | +0.03% | -2.57% | |
| 49 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.71% | — | — | |
| 50 | PCTY | Paylocity Holding CORP | Stock-Tech | 0.70% | — | +20.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STRL | Sterling Infrastructure Inc | +1.9% | +85.50% | Add |
| 2 | CDNA | Caredx Inc | +1.3% | +309.44% | Add |
| 3 | TMDX | Transmedics Group Inc | +1.2% | NEW | New buy |
| 4 | AGYS | Agilysys Inc | +1% | NEW | New buy |
| 5 | SPRY | Ars Pharmaceuticals Inc | +0.8% | NEW | New buy |
| 6 | IRTC | Irhythm Holdings Inc | +0.7% | +7.99% | Add |
| 7 | ELF | Elf Beauty Inc | +0.7% | NEW | New buy |
| 8 | AVPT | Avepoint Inc | +0.7% | +52.96% | Add |
| 9 | MYRG | Myr Group Inc/delaware | +0.7% | +1.64% | Add |
| 10 | OLOGBX | Olo Inc - Class A | +0.6% | +227.37% | Add |
| 11 | SITM | Sitime CORP | +0.6% | +158.94% | Add |
| 12 | XMTR | Xometry Inc-a | +0.6% | +16.30% | Add |
| 13 | ATRO | Astronics CORP | +0.5% | -1.66% | Trim |
| 14 | CELH | Celsius Holdings Inc | +0.5% | NEW | New buy |
| 15 | TTAN | Servicetitan Inc-a | +0.5% | NEW | New buy |
| 16 | MSFT | Microsoft CORP | +0.5% | +24.34% | Add |
| 17 | AGX | Argan Inc | +0.5% | +22.20% | Add |
| 18 | LMB | Limbach Holdings Inc | +0.5% | -16.34% | Trim |
| 19 | MTSI | Macom Technology Solutions H | +0.4% | +5.30% | Add |
| 20 | NVDA | Nvidia CORP | +0.4% | +11.31% | Add |
| 21 | ASIC | Ategrity Specialty Holdings | +0.4% | NEW | New buy |
| 22 | SIBN | Si-bone Inc | +0.4% | NEW | New buy |
| 23 | TITN | Titan Machinery Inc | +0.4% | NEW | New buy |
| 24 | ORN | Orion Group Holdings Inc | +0.3% | +31.14% | Add |
| 25 | CRDO | Credo Technology Group Holding Ltd | +0.3% | -0.76% | Trim |
| 26 | BSX | Boston Scientific CORP | +0.3% | +210.18% | Add |
| 27 | HQY | Healthequity Inc | +0.3% | +31.75% | Add |
| 28 | AVGO | Broadcom Inc | +0.3% | +43.94% | Add |
| 29 | WING | Wingstop Inc | +0.3% | +73.16% | Add |
| 30 | ATEC | Alphatec Holdings Inc | +0.3% | +22.76% | Add |
| 31 | LINC | Lincoln Educational Services | +0.2% | -2.57% | Trim |
| 32 | BROS | Dutch Bros Inc-class A | +0.2% | +28.42% | Add |
| 33 | COHR | Coherent CORP | +0.2% | +24.06% | Add |
| 34 | VRT | Vertiv Holdings Co-a | +0.2% | +35.67% | Add |
| 35 | AORT | Artivion Inc | +0.2% | -1.64% | Trim |
| 36 | PRCT | Procept Biorobotics CORP | +0.2% | +48.88% | Add |
| 37 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +20.31% | Add |
| 38 | NFLX | Netflix Inc | +0.2% | +14.27% | Add |
| 39 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 40 | TSLA | Tesla Inc | +0.1% | +74.01% | Add |
| 41 | TOST | Toast Inc-class A | +0.1% | NEW | New buy |
| 42 | SNOW | Snowflake Inc | +0.1% | +0.04% | Add |
| 43 | OWLT | Owlet Inc | +0.1% | NEW | New buy |
| 44 | CRS | Carpenter Technology | +0.1% | -16.84% | Trim |
| 45 | UTI | Universal Technical Institut | +0.1% | -8.65% | Trim |
| 46 | QTWO | Q2 Holdings Inc | +0.1% | +4.76% | Add |
| 47 | GLDD | Great Lakes Dredge & Dock Co | +0.1% | -2.55% | Trim |
| 48 | HWM | Howmet Aerospace Inc | +0.1% | +0.04% | Add |
| 49 | PWR | Quanta Services Inc | +0.1% | +25.73% | Add |
| 50 | AXON | Axon Enterprise Inc | +0.1% | +19.63% | 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 123 disclosed positions in Q2 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 ATRO, PAY, STRL) accounted for 9.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
TMDX
市值: $16.0M
Top Position Liquidated / Trimmed
PAYCOR HCM INC COM
前期市值: $9.7M
During Q2 2025, Next Century Growth Investors LLC's top holdings by market value included ATRO (3.3%)、PAY (2.9%)、STRL (2.7%). The largest single position, ATRO, represented 3.3% of total portfolio value.
In Q2 2025, Next Century Growth Investors LLC made 134 total portfolio adjustments, initiating 12 new buys, adding to 48 positions, trimming 62 holdings, and fully liquidating 12 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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