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CIK: 0001134007
Total reported value
$1.9B
$1.9B
124 檔
11.6%
According to the latest 13F quarterly dataset, Next Century Growth Investors LLC managed an equity portfolio of $1.9B at the end of Q3 2025, spanning 124 distinct U.S. exchange-listed positions.
Next Century Growth Investors LLC executed strategic sector rebalancing during Q3 2025, establishing 42 new positions while fully exiting 41 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics CORP | Stock-Other | 4.04% | -0.60% | -4.23% | |
| 2 | AORT | Artivion Inc | Stock-Other | 3.24% | -2.72% | EXIT | |
| 3 | XMTR | Xometry Inc-a | Stock-Other | 3.21% | +1.37% | +4.52% | |
| 4 | ALHC | Alignment Healthcare Inc | Stock-Other | 2.89% | +0.31% | +4.66% | |
| 5 | UTI | Universal Technical Institut | Stock-Other | 2.63% | -0.35% | +15.53% | |
| 6 | PAY | Paymentus Holdings Inc-a | Stock-Other | 2.60% | -1.14% | +3.29% | |
| 7 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.50% | -0.70% | +5.08% | |
| 8 | ATEC | Alphatec Holdings Inc | Stock-Other | 2.42% | -1.87% | EXIT | |
| 9 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.37% | -0.27% | -15.91% | |
| 10 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 2.23% | -0.82% | -40.34% | |
| 11 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 1.93% | +0.03% | +89.64% | |
| 12 | WGS | Genedx Holdings CORP | Stock-Other | 1.84% | — | +5.64% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.23% | +12.87% | |
| 14 | PL | Planet Labs Pbc | Stock-Industrials | 1.68% | -0.30% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.38% | +10.29% | |
| 16 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.57% | -0.61% | +4.47% | |
| 17 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.50% | -0.81% | +4.44% | |
| 18 | ✓ | Pagaya Technologies LTD Cl | Stock-Other | 1.43% | — | — | |
| 19 | RBC | RBC Bearings Inc | Stock-Industrials | 1.40% | +0.06% | -13.11% | |
| 20 | ✓ | Stock-Other | 1.39% | — | +18.10% | ||
| 21 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.39% | -0.75% | +15.18% | |
| 22 | PI | Impinj Inc | Stock-Tech | 1.38% | — | — | |
| 23 | SITM | Sitime CORP | Stock-Tech | 1.36% | -0.31% | +22.65% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.33% | -0.64% | +16.00% | |
| 25 | LINC | Lincoln Educational Services | Stock-Other | 1.30% | +0.04% | +5.55% | |
| 26 | AGX | Argan Inc | Stock-Industrials | 1.30% | — | +5.56% | |
| 27 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.23% | -0.24% | EXIT | |
| 28 | CRS | Carpenter Technology | Stock-Industrials | 1.15% | -0.37% | +4.43% | |
| 29 | AVPT | Avepoint Inc | Stock-Other | 1.13% | — | +0.87% | |
| 30 | LMB | Limbach Holdings Inc | Stock-Other | 1.10% | -0.06% | +0.72% | |
| 31 | SAIA | Saia Inc | Stock-Industrials | 1.08% | +0.63% | -7.92% | |
| 32 | APLD | Applied Digital CORP | Stock-Tech | 1.02% | -0.74% | EXIT | |
| 33 | MP | Mp Materials CORP | Stock-Materials | 0.99% | -0.09% | — | |
| 34 | INOD | Innodata Inc | Stock-Other | 0.99% | +0.44% | +81.34% | |
| 35 | PEN | Penumbra Inc | Stock-Healthcare | 0.96% | — | +4.39% | |
| 36 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 0.95% | -0.44% | +4.02% | |
| 37 | FROG | JFrog Ltd. | Stock-Tech | 0.95% | +0.50% | +174.28% | |
| 38 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.94% | — | +4.46% | |
| 39 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.92% | -0.71% | EXIT | |
| 40 | MAMA | Mama's Creations Inc | Stock-Other | 0.84% | -0.06% | +19.20% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.38% | +0.57% | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.81% | -1.72% | +4.47% | |
| 43 | AAON | Aaon Inc | Stock-Industrials | 0.80% | +0.09% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.10% | +26.43% | |
| 45 | WAY | Waystar Holding CORP | Stock-Other | 0.77% | -0.38% | EXIT | |
| 46 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.74% | — | +4.44% | |
| 47 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.73% | — | — | |
| 48 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.72% | -0.56% | — | |
| 49 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.70% | -0.35% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.32% | +78.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XMTR | Xometry Inc-a | +1.7% | +4.52% | Add |
| 2 | STRL | Sterling Infrastructure Inc | +1.4% | -40.34% | Add |
| 3 | ATRO | Astronics CORP | +1.3% | -4.23% | Trim |
| 4 | MIRM | Mirum Pharmaceuticals Inc | +1.2% | +89.64% | Add |
| 5 | SITM | Sitime CORP | +1.1% | +22.65% | Add |
| 6 | AORT | Artivion Inc | +1% | +4.22% | Add |
| 7 | MYRG | Myr Group Inc/delaware | +1% | +5.08% | Add |
| 8 | ATEC | Alphatec Holdings Inc | +0.9% | +10.61% | Add |
| 9 | NVDA | Nvidia CORP | +0.8% | +12.87% | Add |
| 10 | AGX | Argan Inc | +0.7% | +5.56% | Add |
| 11 | FROG | JFrog Ltd. | +0.7% | +174.28% | Add |
| 12 | CRDO | Credo Technology Group Holding Ltd | +0.6% | +4.46% | Add |
| 13 | MSFT | Microsoft CORP | +0.6% | +10.29% | Add |
| 14 | AVGO | Broadcom Inc | +0.5% | +26.43% | Add |
| 15 | IRTC | Irhythm Holdings Inc | +0.4% | -15.91% | Trim |
| 16 | ✓ | +0.4% | +18.10% | Add | |
| 17 | COHR | Coherent CORP | +0.4% | +4.47% | Add |
| 18 | LSCC | Lattice Semiconductor CORP | +0.3% | +15.18% | Add |
| 19 | MAMA | Mama's Creations Inc | +0.3% | +19.20% | Add |
| 20 | AVPT | Avepoint Inc | +0.3% | +0.87% | Add |
| 21 | LINC | Lincoln Educational Services | +0.3% | +5.55% | Add |
| 22 | TSLA | Tesla Inc | +0.3% | +0.56% | Add |
| 23 | UTI | Universal Technical Institut | +0.2% | +15.53% | Add |
| 24 | MTSI | Macom Technology Solutions H | +0.2% | +4.44% | Add |
| 25 | VRT | Vertiv Holdings Co-a | +0.2% | -20.93% | Add |
| 26 | WING | Wingstop Inc | +0.2% | +4.54% | Add |
| 27 | APP | Applovin Corp-class A | +0.1% | -1.24% | Trim |
| 28 | AIP | Arteris Inc | +0.1% | +24.71% | Add |
| 29 | PWR | Quanta Services Inc | +0.1% | +0.55% | Add |
| 30 | AAPL | Apple Inc | +0.1% | +16.00% | Add |
| 31 | HWM | Howmet Aerospace Inc | +0.1% | -2.79% | Trim |
| 32 | BWB | Bridgewater Bancshares Inc | +0.1% | +18.69% | Add |
| 33 | ORN | Orion Group Holdings Inc | +0.1% | -28.14% | Trim |
| 34 | MPTI | M-tron Industries Inc | +0.1% | +26.57% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | +78.65% | Trim |
| 36 | KRUS | Kura Sushi USA Inc-class A | +0.1% | +42.08% | Add |
| 37 | AXON | Axon Enterprise Inc | +0.1% | +0.54% | Add |
| 38 | GS | Goldman Sachs Group Inc | 0% | -16.97% | Trim |
| 39 | BA | Boeing Co/the | 0% | +0.62% | Add |
| 40 | BLND | Blend Labs Inc-a | 0% | +17.91% | Add |
| 41 | SNOW | Snowflake Inc | 0% | -17.46% | Trim |
| 42 | SHOP | Shopify Inc - Class A | 0% | +38.90% | Trim |
| 43 | SPOT | Spotify Technology S.A. | 0% | +0.59% | Add |
| 44 | MPTI-WS | M-tron Industries Inc -28 | 0% | -0.36% | Trim |
| 45 | META | Meta Platforms Inc-class A | — | +80.22% | Trim |
| 46 | TWFG | Twfg Inc | 0% | -0.73% | Add |
| 47 | AMZN | Amazon.com Inc | 0% | +0.57% | Add |
| 48 | CVNA | Carvana Co | 0% | +0.61% | Trim |
| 49 | BSX | Boston Scientific CORP | 0% | -64.69% | Add |
| 50 | PEN | Penumbra Inc | 0% | +4.39% | 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 124 disclosed positions in Q3 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, AORT, XMTR) accounted for 11.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
PL
市值: $23.1M
Top Position Liquidated / Trimmed
PAR
前期市值: $30.7M
During Q3 2025, Next Century Growth Investors LLC's top holdings by market value included ATRO (4.0%)、AORT (3.2%)、XMTR (3.2%). The largest single position, ATRO, represented 4.0% of total portfolio value.
In Q3 2025, Next Century Growth Investors LLC made 165 total portfolio adjustments, initiating 42 new buys, adding to 45 positions, trimming 37 holdings, and fully liquidating 41 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.