13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001134007
Total reported value
$1.9B
$1.9B
121 檔
13.2%
During the Q4 2025 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 121 reported positions.
Next Century Growth Investors LLC executed strategic sector rebalancing during Q4 2025, establishing 17 new positions while fully exiting 20 holdings and trimming 54 positions.
In terms of portfolio concentration, the top 5 core holdings (including ATRO, ATEC, XMTR) accounted for 13.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AXGN
市值: $26.2M
Top Position Liquidated / Trimmed
AGX
前期市值: $17.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics CORP | Stock-Other | 4.02% | -0.60% | -12.08% | |
| 2 | ATEC | Alphatec Holdings Inc | Stock-Other | 3.53% | -1.87% | EXIT | |
| 3 | XMTR | Xometry Inc-a | Stock-Other | 3.32% | +1.37% | -0.48% | |
| 4 | AORT | Artivion Inc | Stock-Other | 3.31% | -2.72% | EXIT | |
| 5 | ALHC | Alignment Healthcare Inc | Stock-Other | 3.17% | +0.31% | +1.56% | |
| 6 | PAY | Paymentus Holdings Inc-a | Stock-Other | 2.59% | -1.14% | +1.27% | |
| 7 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 2.13% | -0.27% | -8.59% | |
| 8 | UTI | Universal Technical Institut | Stock-Other | 2.04% | -0.35% | +1.38% | |
| 9 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 2.02% | +0.03% | +1.97% | |
| 10 | MYRG | Myr Group Inc/delaware | Stock-Industrials | 2.01% | -0.70% | -19.71% | |
| 11 | AXGN | Axogen Inc | Stock-Other | 1.82% | +0.06% | — | |
| 12 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.74% | -0.82% | -9.02% | |
| 13 | ✓ | Stock-Other | 1.61% | — | +3.15% | ||
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.23% | -2.80% | |
| 15 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.59% | -0.75% | +19.57% | |
| 16 | MAMA | Mama's Creations Inc | Stock-Other | 1.58% | -0.06% | +54.51% | |
| 17 | WGS | Genedx Holdings CORP | Stock-Other | 1.57% | — | -25.93% | |
| 18 | FROG | JFrog Ltd. | Stock-Tech | 1.55% | +0.50% | +30.68% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.50% | -0.64% | +10.93% | |
| 20 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.49% | -0.81% | -24.15% | |
| 21 | PL | Planet Labs Pbc | Stock-Industrials | 1.46% | -0.30% | -40.08% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.38% | -0.17% | |
| 23 | CCB | Coastal Financial Corp/wa | Stock-Other | 1.42% | — | +129.99% | |
| 24 | ADMA | Adma Biologics Inc | Stock-Healthcare | 1.39% | -0.51% | EXIT | |
| 25 | APLD | Applied Digital CORP | Stock-Tech | 1.36% | -0.74% | EXIT | |
| 26 | LINC | Lincoln Educational Services | Stock-Other | 1.33% | +0.04% | +4.13% | |
| 27 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.31% | -0.44% | +24.68% | |
| 28 | INOD | Innodata Inc | Stock-Other | 1.29% | +0.44% | +107.45% | |
| 29 | CRS | Carpenter Technology | Stock-Industrials | 1.28% | -0.37% | -9.14% | |
| 30 | COHR | Coherent CORP | Stock-Tech | 1.28% | -1.72% | -3.07% | |
| 31 | KRMN | Karman Holdings Inc | Stock-Industrials | 1.18% | -0.56% | +69.41% | |
| 32 | RBC | RBC Bearings Inc | Stock-Industrials | 1.14% | +0.06% | -25.13% | |
| 33 | ALM | Almonty Industries Inc | Stock-Other | 1.14% | -0.38% | — | |
| 34 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 1.13% | -1.58% | — | |
| 35 | ADPT | Adaptive Biotechnologies | Stock-Other | 1.06% | +0.18% | +77.60% | |
| 36 | PEN | Penumbra Inc | Stock-Healthcare | 1.03% | — | -7.89% | |
| 37 | SITM | Sitime CORP | Stock-Tech | 0.96% | -0.31% | -36.57% | |
| 38 | WULF | Terawulf Inc | Stock-Financials | 0.94% | -0.73% | EXIT | |
| 39 | KMTS | Kestra Medical Technologies, Ltd. | Stock-Other | 0.86% | -0.04% | +154.54% | |
| 40 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.83% | -0.70% | EXIT | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.38% | +0.03% | |
| 42 | FEIM | Frequency Electronics Inc | Stock-Other | 0.82% | +0.12% | +200.36% | |
| 43 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.79% | -0.71% | EXIT | |
| 44 | TCMD | Tactile Systems Technology I | Stock-Other | 0.79% | -0.05% | — | |
| 45 | PKE | Park Aerospace CORP | Stock-Other | 0.78% | +0.61% | +93.01% | |
| 46 | AEHR | Aehr Test Systems | Stock-Other | 0.77% | +0.06% | +99.93% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | -0.10% | -0.19% | |
| 48 | GLBE | Global-E Online Ltd. | Stock-Other | 0.75% | +0.46% | +38.56% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.32% | -12.54% | |
| 50 | AAON | Aaon Inc | Stock-Industrials | 0.74% | +0.09% | +18.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ATEC | Alphatec Holdings Inc | +1.1% | +6.09% | Add |
| 2 | ADMA | Adma Biologics Inc | +1% | +178.28% | Add |
| 3 | CCB | Coastal Financial Corp/wa | +0.8% | +129.99% | Add |
| 4 | MAMA | Mama's Creations Inc | +0.7% | +54.51% | Add |
| 5 | FEIM | Frequency Electronics Inc | +0.6% | +200.36% | Add |
| 6 | FROG | JFrog Ltd. | +0.6% | +30.68% | Add |
| 7 | KMTS | Kestra Medical Technologies, Ltd. | +0.5% | +154.54% | Add |
| 8 | ADPT | Adaptive Biotechnologies | +0.5% | +77.60% | Add |
| 9 | COHR | Coherent CORP | +0.5% | -3.07% | Trim |
| 10 | KRMN | Karman Holdings Inc | +0.5% | +69.41% | Add |
| 11 | TMDX | Transmedics Group Inc | +0.4% | +81.17% | Add |
| 12 | PKE | Park Aerospace CORP | +0.4% | +93.01% | Add |
| 13 | BROS | Dutch Bros Inc-class A | +0.4% | +24.68% | Add |
| 14 | LGN | Legence Corp-cl A | +0.4% | +53.15% | Add |
| 15 | APLD | Applied Digital CORP | +0.3% | +30.65% | Add |
| 16 | INOD | Innodata Inc | +0.3% | +107.45% | Add |
| 17 | WULF | Terawulf Inc | +0.3% | +52.89% | Add |
| 18 | OWLT | Owlet Inc | +0.3% | +18.41% | Add |
| 19 | ALHC | Alignment Healthcare Inc | +0.3% | +1.56% | Add |
| 20 | GLBE | Global-E Online Ltd. | +0.2% | +38.56% | Add |
| 21 | ✓ | +0.2% | +3.15% | Add | |
| 22 | LSCC | Lattice Semiconductor CORP | +0.2% | +19.57% | Add |
| 23 | NTSK | Netskope Inc-cl A | +0.2% | +87.12% | Add |
| 24 | AAPL | Apple Inc | +0.2% | +10.93% | Add |
| 25 | AIP | Arteris Inc | +0.2% | -0.39% | Trim |
| 26 | SIBN | Si-bone Inc | +0.2% | +508.36% | Add |
| 27 | AEHR | Aehr Test Systems | +0.2% | +99.93% | Add |
| 28 | CRS | Carpenter Technology | +0.1% | -9.14% | Trim |
| 29 | OPRX | Optimizerx CORP | +0.1% | +139.85% | Add |
| 30 | XMTR | Xometry Inc-a | +0.1% | -0.48% | Trim |
| 31 | HOOD | Robinhood Markets Inc - A | +0.1% | +116.84% | Add |
| 32 | GEV | GE Vernova Inc | +0.1% | +52.59% | Add |
| 33 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | +1.97% | Add |
| 34 | LEU | Centrus Energy Corp-class A | +0.1% | +56.18% | Add |
| 35 | INSM | Insmed Inc | +0.1% | +28.09% | Add |
| 36 | AORT | Artivion Inc | +0.1% | -0.39% | Trim |
| 37 | PEN | Penumbra Inc | +0.1% | -7.89% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | -12.54% | Trim |
| 39 | EVLV | Evolv Technologies Holdings | +0.1% | +28.65% | Add |
| 40 | MPTI | M-tron Industries Inc | +0.1% | +26.23% | Add |
| 41 | AXON | Axon Enterprise Inc | +0.1% | +72.89% | Add |
| 42 | MDB | Mongodb Inc | +0.1% | -0.03% | Trim |
| 43 | ORN | Orion Group Holdings Inc | +0.1% | -0.41% | Trim |
| 44 | SARO | Standardaero Inc | +0.1% | +10.10% | Add |
| 45 | WING | Wingstop Inc | +0.1% | +26.92% | Add |
| 46 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +96.21% | Add |
| 47 | AGYS | Agilysys Inc | 0% | -0.40% | Trim |
| 48 | LINC | Lincoln Educational Services | 0% | +4.13% | Add |
| 49 | GS | Goldman Sachs Group Inc | 0% | -0.12% | Trim |
| 50 | CAT | Caterpillar Inc | 0% | -0.12% | Trim |
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 121 disclosed positions in Q4 2025.
During Q4 2025, Next Century Growth Investors LLC's top holdings by market value included ATRO (4.0%)、ATEC (3.5%)、XMTR (3.3%). The largest single position, ATRO, represented 4.0% of total portfolio value.
In Q4 2025, Next Century Growth Investors LLC made 141 total portfolio adjustments, initiating 17 new buys, adding to 50 positions, trimming 54 holdings, and fully liquidating 20 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.
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.
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.