Next Century Growth Investors Llc Portfolio Stock Holdings
Next Century Growth Investors Llc disclosed 112 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include Astronics Corp, Lincoln Educational Services, and Alignment Healthcare. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 112
- Portfolio Value
- $1.4B
Holdings by Sector
Next Century Growth Investors Llc Portfolio Holdings in Q1 2026
99 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Astronics Corp | ATRO | Industrials | 3.80% | 786,317 | -281,295 | -26.35% | $52,470,933 |
| Lincoln Educational Services | LINC | Consumer Defensive | 3.07% | 1,040,602 | +249,331 | +31.51% | $42,331,689 |
| Alignment Healthcare | ALHC | Healthcare | 2.89% | 2,262,076 | -46,211 | -2.00% | $39,857,779 |
| Artivion Inc | AORT | Healthcare | 2.72% | 1,023,701 | -20,694 | -1.98% | $37,487,930 |
| MYR Group Inc | MYRG | Industrials | 2.65% | 129,579 | -2,917 | -2.20% | $36,582,743 |
| Mirum Pharmaceuticals | MIRM | Healthcare | 2.58% | 385,539 | +17,504 | +4.76% | $35,616,092 |
| Universal Technical Institute | UTI | Consumer Defensive | 2.50% | 955,102 | -167,965 | -14.96% | $34,479,182 |
| Xometry Inc | XMTR | Industrials | 2.33% | 787,430 | -16,183 | -2.01% | $32,158,641 |
| Paymentus Holdings | PAY | Technology | 2.13% | 1,158,353 | -23,271 | -1.97% | $29,422,166 |
| MACOM Technology Solutions Hol | MTSI | Technology | 2.10% | 130,256 | +4,790 | +3.82% | $28,925,949 |
| Axogen Inc | AXGN | Healthcare | 2.08% | 865,963 | +66,081 | +8.26% | $28,689,354 |
| Aehr Test Systems | AEHR | Technology | 2.03% | 754,737 | +202,231 | +36.60% | $27,985,647 |
| Sterling Infrastruture | STRL | Industrials | 1.99% | 67,407 | -14,532 | -17.74% | $27,452,848 |
| Applied Optoelectronics | AAOI | Technology | 1.97% | 320,731 | -144,557 | -31.07% | $27,130,635 |
| Mama's Creations | MAMA | Consumer Defensive | 1.94% | 1,746,308 | +54,913 | +3.25% | $26,788,364 |
| Coherent Corp | COHR | Technology | 1.90% | 109,999 | +10,482 | +10.53% | $26,202,861 |
| Lattice Semiconductor Corp | LSCC | Technology | 1.88% | 279,600 | -31,345 | -10.08% | $25,935,696 |
| Alphatec Holdings Inc | ATEC | Healthcare | 1.87% | 2,370,377 | -47,921 | -1.98% | $25,789,701 |
| Carpenter Technology | CRS | Industrials | 1.63% | 57,179 | -1,376 | -2.35% | $22,537,102 |
| RBC Bearings Inc | RBC | Industrials | 1.56% | 39,498 | +2,734 | +7.44% | $21,452,153 |
| iRhythm Holdings | IRTC | Healthcare | 1.45% | 169,306 | -3,532 | -2.04% | $19,981,494 |
| Apple Computer Inc | AAPL | Technology | 1.44% | 78,087 | -1,315 | -1.66% | $19,817,699 |
| Nvidia Corporation | NVDA | Technology | 1.43% | 113,223 | -10,980 | -8.84% | $19,746,091 |
| Ligand Pharmaceuticals | LGND | Healthcare | 1.39% | 95,876 | +95,876 | +100.00% | $19,141,643 |
| Park AeroSpace | PKE | Industrials | 1.33% | 672,168 | +146,114 | +27.78% | $18,403,959 |
| Ultra Clean Holdings | UCTT | Technology | 1.26% | 280,543 | +280,543 | +100.00% | $17,444,163 |
| Sitime Corp | SITM | Technology | 1.25% | 49,984 | +10,785 | +27.51% | $17,261,974 |
| Dutch Bros Inc | BROS | Consumer Cyclical | 1.22% | 332,828 | +23,918 | +7.74% | $16,861,066 |
| Saia Inc | SAIA | Industrials | 1.05% | 41,151 | +10,412 | +33.87% | $14,455,523 |
| Innodata Inc | INOD | Technology | 1.03% | 368,402 | +2,567 | +0.70% | $14,227,685 |
| Ollie's Bargain Outlet | OLLI | Consumer Defensive | 0.89% | 132,800 | +47,633 | +55.93% | $12,222,912 |
| Agilysys | AGYS | Technology | 0.83% | 160,490 | +77,500 | +93.38% | $11,417,258 |
| Tactile Systems | TCMD | Healthcare | 0.81% | 428,159 | +38,179 | +9.79% | $11,187,794 |
| Alphabet Inc-Cl A | GOOGL | Communication Services | 0.81% | 38,844 | +4,550 | +13.27% | $11,169,980 |
| Microsoft Corp. | MSFT | Technology | 0.81% | 30,004 | -13,208 | -30.57% | $11,106,580 |
| Modine Manufacturing | MOD | Consumer Cyclical | 0.79% | 50,223 | +50,223 | +100.00% | $10,883,826 |
| Applied Digital Corp | APLD | Technology | 0.74% | 431,900 | -365,337 | -45.83% | $10,253,306 |
| Terawulf Inc | WULF | Financial Services | 0.73% | 694,476 | -486,059 | -41.17% | $10,021,288 |
| Celsius Holdings | CELH | Consumer Defensive | 0.71% | 277,288 | +29,358 | +11.84% | $9,838,178 |
| Arteris | AIP | Technology | 0.70% | 589,585 | +96,218 | +19.50% | $9,692,777 |
| Broadcom | AVGO | Technology | 0.70% | 31,267 | -525 | -1.65% | $9,677,449 |
| Transmedics Group Inc | TMDX | Healthcare | 0.69% | 96,445 | -2,023 | -2.05% | $9,587,597 |
| Frequency Electronics | FEIM | Technology | 0.69% | 216,374 | -3,089 | -1.41% | $9,576,713 |
| Knight-Swift Transportation Ho | KNX | Industrials | 0.66% | 157,491 | +157,491 | +100.00% | $9,068,331 |
| Aaon Inc | AAON | Industrials | 0.65% | 108,535 | -30,846 | -22.13% | $8,981,271 |
| Ichor Holdings | G4740B105 | Other | 0.63% | 187,005 | +187,005 | +100.00% | $8,716,303 |
| Vertiv Holdings | VRT | Industrials | 0.59% | 32,281 | -830 | -2.51% | $8,088,972 |
| Covenant Logistics Group | CVLG | Industrials | 0.58% | 294,868 | +294,868 | +100.00% | $8,005,666 |
| Planet Labs PBC | PL | Industrials | 0.57% | 281,533 | -783,633 | -73.57% | $7,868,847 |
| CAVA Group | CAVA | Consumer Cyclical | 0.54% | 91,995 | +91,995 | +100.00% | $7,442,395 |
| M-Tron Industries | MPTI | Technology | 0.52% | 108,220 | -1,664 | -1.51% | $7,234,507 |
| Orion Group Holdings | ORN | Industrials | 0.52% | 656,914 | -10,740 | -1.61% | $7,160,362 |
| Loar Holdings | LOAR | Industrials | 0.52% | 124,938 | +78,902 | +171.39% | $7,157,698 |
| Amazon.Com | AMZN | Consumer Cyclical | 0.51% | 33,937 | -17,499 | -34.02% | $7,068,058 |
| Adaptive Biotechnologies | ADPT | Healthcare | 0.51% | 504,346 | -439,251 | -46.55% | $7,000,322 |
| ADMA Biologics | ADMA | Healthcare | 0.51% | 774,436 | -326,337 | -29.65% | $6,977,668 |
| Biolife Solutions | BLFS | Healthcare | 0.50% | 361,940 | +98,969 | +37.63% | $6,905,815 |
| StandardAero Inc | 85423L103 | Other | 0.49% | 262,996 | -6,305 | -2.34% | $6,793,186 |
| Goldman Sachs Group Com | GS | Financial Services | 0.47% | 7,627 | -127 | -1.64% | $6,452,365 |
| Terex Corp | TEX | Industrials | 0.47% | 109,002 | +109,002 | +100.00% | $6,442,018 |
| MP Materials Corp | MP | Basic Materials | 0.45% | 128,243 | -3,084 | -2.35% | $6,189,007 |
| Howmet Aerospace | HWM | Industrials | 0.44% | 26,291 | -5,831 | -18.15% | $6,059,023 |
| Bloom Energy Corp | BE | Industrials | 0.44% | 44,698 | -1,078 | -2.35% | $6,056,132 |
| Bridgewater Bancshares | BWB | Financial Services | 0.43% | 333,554 | -5,458 | -1.61% | $5,903,905 |
| Silvaco Group | SVCO | Technology | 0.43% | 831,903 | +831,903 | +100.00% | $5,889,873 |
| Marten Transport | MRTN | Industrials | 0.40% | 418,371 | +418,371 | +100.00% | $5,493,211 |
| Waystar Holdings | WAY | Healthcare | 0.38% | 216,616 | -20,419 | -8.61% | $5,222,611 |
| Meta Platforms, Inc. | META | Communication Services | 0.37% | 9,031 | -152 | -1.66% | $5,166,906 |
| GE Vernova | GEV | Utilities | 0.36% | 5,702 | -687 | -10.75% | $4,977,275 |
| Caterpillar | CAT | Industrials | 0.36% | 6,994 | +1,968 | +39.16% | $4,954,969 |
| Vericel Corp | VCEL | Healthcare | 0.36% | 152,779 | +152,779 | +100.00% | $4,914,900 |
| Evolv Technologies | EVLV | Industrials | 0.35% | 807,321 | -13,157 | -1.60% | $4,884,292 |
| SI-BONE Inc | SIBN | Healthcare | 0.35% | 383,958 | +241,960 | +170.40% | $4,849,389 |
| Applied Materials | AMAT | Technology | 0.33% | 13,367 | +13,367 | +100.00% | $4,568,706 |
| GE Aerospace | GE | Industrials | 0.33% | 15,827 | -1,706 | -9.73% | $4,491,227 |
| Insmed Inc | INSM | Healthcare | 0.31% | 26,167 | +5,866 | +28.90% | $4,278,827 |
| Zeta Global | ZETA | Technology | 0.30% | 264,027 | -108,554 | -29.14% | $4,203,309 |
| Tesla Motors Inc | TSLA | Consumer Cyclical | 0.28% | 10,563 | -179 | -1.67% | $3,926,795 |
| Axon Enterprise | AXON | Industrials | 0.28% | 9,149 | +2,707 | +42.02% | $3,885,488 |
| Visa Inc | V | Financial Services | 0.28% | 12,556 | +2,976 | +31.06% | $3,794,925 |
| Pegasystems | PEGA | Technology | 0.25% | 82,077 | -34,589 | -29.65% | $3,493,197 |
| Crowdstrike Holdings Inc | CRWD | Technology | 0.25% | 8,738 | +4,910 | +128.27% | $3,411,402 |
| Kinsale Capital Group | KNSL | Financial Services | 0.24% | 9,606 | -8,227 | -46.13% | $3,281,985 |
| Limbach Holdings | LMB | Industrials | 0.21% | 37,757 | -624 | -1.63% | $2,946,933 |
| Quanta Services | PWR | Industrials | 0.21% | 5,293 | -203 | -3.69% | $2,905,962 |
| Shopify Inc | SHOP | Technology | 0.21% | 24,454 | -13,582 | -35.71% | $2,900,733 |
| Advanced Micro Devices | AMD | Technology | 0.19% | 12,867 | -219 | -1.67% | $2,617,533 |
| Mastercard Inc | MA | Financial Services | 0.18% | 5,027 | -86 | -1.68% | $2,511,790 |
| Robinhood Markets | HOOD | Financial Services | 0.18% | 36,160 | -607 | -1.65% | $2,505,888 |
| Guardant Health | GH | Healthcare | 0.18% | 26,967 | +8,483 | +45.89% | $2,490,941 |
| Centrus Energy Corp | LEU | Energy | 0.18% | 14,163 | -19,299 | -57.67% | $2,458,555 |
| Palantir Technologies | PLTR | Technology | 0.17% | 15,902 | +15,902 | +100.00% | $2,326,144 |
| Wingstop | WING | Consumer Cyclical | 0.17% | 14,717 | -10,925 | -42.61% | $2,280,693 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.16% | 2,204 | -38 | -1.69% | $2,196,131 |
| Applovin | APP | Technology | 0.14% | 4,899 | -3,291 | -40.18% | $1,949,802 |
| Roku Inc | ROKU | Communication Services | 0.14% | 20,259 | -340 | -1.65% | $1,916,906 |
| Seagate Technology Holdings | STX | Other | 0.13% | 4,723 | +4,723 | +100.00% | $1,850,282 |
| Carvana | CVNA | Consumer Cyclical | 0.13% | 5,512 | -92 | -1.64% | $1,732,862 |
| Kopin Corp | KOPN | Technology | 0.04% | 237,307 | +237,307 | +100.00% | $533,940 |