Next Century Growth Investors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Next Century Growth Investors Llc disclosed 96 stock positions valued at approximately $1.89B as of quarter-end June 30, 2026. The largest holdings include Xometry Inc, Ligand Pharmaceuticals, and Alignment Healthcare.
- Report Period
- June 30, 2026
- No. of Stocks
- 96
- Portfolio Value
- $1.89B
Holdings by Sector
Next Century Growth Investors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Xometry Inc | XMTR | Industrials | 3.70% | 723,351 | -64,079 | -8.14% | $69,817,838 |
| Ligand Pharmaceuticals | LGND | Healthcare | 3.33% | 198,542 | +102,666 | +107.08% | $62,757,140 |
| Alignment Healthcare | ALHC | Healthcare | 3.20% | 2,537,598 | +275,522 | +12.18% | $60,420,208 |
| Astronics Corp | ATRO | Industrials | 3.20% | 743,086 | -43,231 | -5.50% | $60,383,168 |
| Lincoln Educational Services | LINC | Consumer Defensive | 3.11% | 1,175,462 | +134,860 | +12.96% | $58,655,553 |
| Mirum Pharmaceuticals | MIRM | Healthcare | 2.61% | 420,213 | +34,674 | +8.99% | $49,194,335 |
| Universal Technical Institute | UTI | Consumer Defensive | 2.15% | 949,379 | -5,723 | -0.60% | $40,604,939 |
| Axogen Inc | AXGN | Healthcare | 2.14% | 872,546 | +6,583 | +0.76% | $40,302,899 |
| Aehr Test Systems | AEHR | Technology | 2.09% | 410,731 | -344,006 | -45.58% | $39,454,819 |
| Agilysys | AGYS | Technology | 2.03% | 366,052 | +205,562 | +128.08% | $38,252,434 |
| MYR Group Inc | MYRG | Industrials | 1.95% | 73,541 | -56,038 | -43.25% | $36,799,916 |
| Park AeroSpace | PKE | Industrials | 1.94% | 957,571 | +285,403 | +42.46% | $36,540,909 |
| Mama's Creations | MAMA | Consumer Defensive | 1.88% | 1,990,717 | +244,409 | +14.00% | $35,534,298 |
| IPG Photonics Corp | IPGP | Technology | 1.68% | 270,752 | +270,752 | +100.00% | $31,764,624 |
| Saia Inc | SAIA | Industrials | 1.68% | 75,418 | +34,267 | +83.27% | $31,763,044 |
| Ultra Clean Holdings | UCTT | Technology | 1.66% | 220,115 | -60,428 | -21.54% | $31,386,197 |
| RBC Bearings Inc | RBC | Industrials | 1.62% | 47,561 | +8,063 | +20.41% | $30,632,137 |
| Guardant Health | GH | Healthcare | 1.60% | 200,672 | +173,705 | +644.14% | $30,106,820 |
| Knight-Swift Transportation Ho | KNX | Industrials | 1.53% | 370,809 | +213,318 | +135.45% | $28,874,896 |
| Innodata Inc | INOD | Technology | 1.47% | 365,746 | -2,656 | -0.72% | $27,643,082 |
| Vericel Corp | VCEL | Healthcare | 1.45% | 612,584 | +459,805 | +300.96% | $27,253,862 |
| Covenant Logistics Group | CVLG | Industrials | 1.29% | 551,906 | +257,038 | +87.17% | $24,383,207 |
| MACOM Technology Solutions Hol | MTSI | Technology | 1.29% | 63,773 | -66,483 | -51.04% | $24,257,336 |
| Carpenter Technology | CRS | Industrials | 1.26% | 38,489 | -18,690 | -32.69% | $23,741,554 |
| Nvidia Corporation | NVDA | Technology | 1.20% | 113,187 | -36 | -0.03% | $22,647,586 |
| iRhythm Holdings | IRTC | Healthcare | 1.18% | 187,064 | +17,758 | +10.49% | $22,251,262 |
| Sterling Infrastruture | STRL | Industrials | 1.17% | 26,209 | -41,198 | -61.12% | $21,998,786 |
| Lattice Semiconductor Corp | LSCC | Technology | 1.13% | 139,866 | -139,734 | -49.98% | $21,393,903 |
| Alphabet Inc-Cl A | GOOGL | Communication Services | 1.13% | 59,493 | +20,649 | +53.16% | $21,261,013 |
| Arteris | AIP | Technology | 1.13% | 437,179 | -152,406 | -25.85% | $21,242,527 |
Showing 30 of 96 holdings in the latest reporting period.