Next Century Growth Investors LLC 13F holdings
Next Century Growth Investors LLC reported 112 positions with a total reported value of $1.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ATRO Astronics Corp (3.8%), XMTR Xometry Inc (3.7%), LGND Ligand Pharmaceuticals (3.3%), ALHC Alignment Healthcare (3.2%), Lincoln Educational Services (3.1%). Against 2026-03-31 it opened 17 new positions and exited 17. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 112 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ATRO Astronics Corp | 895,136 | $71.9M | 3.8% |
| XMTR Xometry Inc | 723,351 | $69.8M | 3.7% |
| LGND Ligand Pharmaceuticals | 198,542 | $62.8M | 3.3% |
| ALHC Alignment Healthcare | 2,537,598 | $60.4M | 3.2% |
| Lincoln Educational Services | 1,175,462 | $58.7M | 3.1% |
| MIRM Mirum Pharmaceuticals | 420,213 | $49.2M | 2.6% |
| BLLN BillionToOne | 364,467 | $43.7M | 2.3% |
| GLBE Global-E Online | 1,171,927 | $40.7M | 2.2% |
| UTI Universal Technical Institute | 949,379 | $40.6M | 2.2% |
| AXGN Axogen Inc | 872,546 | $40.3M | 2.1% |
| AEHR Aehr Test Systems | 410,731 | $39.5M | 2.1% |
| AGYS Agilysys | 366,052 | $38.3M | 2.0% |
| MYRG MYR Group Inc | 73,541 | $36.8M | 2.0% |
| PKE Park AeroSpace | 957,571 | $36.5M | 1.9% |
| MAMA Mama's Creations | 1,990,717 | $35.5M | 1.9% |
| IPGP IPG Photonics Corp | 270,752 | $31.8M | 1.7% |
| SAIA Saia Inc | 75,418 | $31.8M | 1.7% |
| UCTT Ultra Clean Holdings | 220,115 | $31.4M | 1.7% |
| RBC RBC Bearings Inc | 47,561 | $30.6M | 1.6% |
| GH Guardant Health | 200,672 | $30.1M | 1.6% |
| FTAI FTAI Aviation | 106,992 | $28.9M | 1.5% |
| KNX Knight-Swift Transportation Ho | 370,809 | $28.9M | 1.5% |
| Almonty Industries | 1,740,455 | $28.8M | 1.5% |
| INOD Innodata Inc | 365,746 | $27.6M | 1.5% |
| VCEL Vericel Corp | 612,584 | $27.3M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 17 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| IPGP IPG Photonics Corp | 270,752 | $31.8M | 1.7% |
| DPC DPC Holdings | 347,007 | $17.0M | 0.9% |
| BRZE Braze Inc | 747,301 | $16.2M | 0.9% |
| OUST Ouster Inc | 252,227 | $15.8M | 0.8% |
| DOCN DigitalOcean Holdings | 79,607 | $12.5M | 0.7% |
| MXL MaxLinear | 93,598 | $12.0M | 0.6% |
| BLZE BackBlaze Inc | 687,498 | $10.9M | 0.6% |
| WLDN Willdan Group Inc | 126,407 | $10.0M | 0.5% |
| VELO Velo3D Inc | 553,356 | $9.7M | 0.5% |
| GHC Graham Corp | 60,499 | $7.5M | 0.4% |
| BRUN Boost Run Inc | 105,506 | $4.1M | 0.2% |
| GKOS Glaukos Corporation | 28,765 | $4.0M | 0.2% |
| Unusual Machines | 176,254 | $3.9M | 0.2% |
| ASML ASML Holding | 1,349 | $2.7M | 0.1% |
| ANET Arista Networks | 14,952 | $2.5M | 0.1% |
| MRVL Marvell Technology | 7,539 | $2.2M | 0.1% |
| LGCY Legacy Education | 61,479 | $723.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 17 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AORT Artivion Inc | 1,023,701 | $37.5M | 2.7% |
| ATEC Alphatec Holdings Inc | 2,370,377 | $25.8M | 1.9% |
| LGN Legence Corp | 238,114 | $13.4M | 1.0% |
| APLD Applied Digital Corp | 431,900 | $10.3M | 0.7% |
| WULF Terawulf Inc | 694,476 | $10.0M | 0.7% |
| CELH Celsius Holdings | 277,288 | $9.8M | 0.7% |
| TMDX Transmedics Group Inc | 96,445 | $9.6M | 0.7% |
| ADMA ADMA Biologics | 774,436 | $7.0M | 0.5% |
| WAY Waystar Holdings | 216,616 | $5.2M | 0.4% |
| YSS York Space Systems | 191,817 | $4.3M | 0.3% |
| ZETA Zeta Global | 264,027 | $4.2M | 0.3% |
| PEGA Pegasystems | 82,077 | $3.5M | 0.3% |
| KNSL Kinsale Capital Group | 9,606 | $3.3M | 0.2% |
| LEU Centrus Energy Corp | 14,163 | $2.5M | 0.2% |
| PLTR Palantir Technologies | 15,902 | $2.3M | 0.2% |
| WING Wingstop | 14,717 | $2.3M | 0.2% |
| CVNA Carvana | 5,512 | $1.7M | 0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BLLN BillionToOne | 90,564 | 364,467 | +302.4% | $43.7M |
| LGND Ligand Pharmaceuticals | 95,876 | 198,542 | +107.1% | $62.8M |
| GH Guardant Health | 26,967 | 200,672 | +644.1% | $30.1M |
| AGYS Agilysys | 160,490 | 366,052 | +128.1% | $38.3M |
| VCEL Vericel Corp | 152,779 | 612,584 | +301.0% | $27.3M |
| KNX Knight-Swift Transportation Ho | 157,491 | 370,809 | +135.4% | $28.9M |
| SAIA Saia Inc | 41,151 | 75,418 | +83.3% | $31.8M |
| GLBE Global-E Online | 762,300 | 1,171,927 | +53.7% | $40.7M |
| CVLG Covenant Logistics Group | 294,868 | 551,906 | +87.2% | $24.4M |
| PKE Park AeroSpace | 672,168 | 957,571 | +42.5% | $36.5M |
| FPS Forgent Power Solutions | 289,800 | 460,047 | +58.7% | $25.7M |
| ATRO Astronics Corp | 786,317 | 895,136 | +13.8% | $71.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AAOI Applied Optoelectronics | 320,731 | 49,989 | -84.4% | $7.4M |
| COHR Coherent Corp | 109,999 | 8,418 | -92.3% | $3.3M |
| STRL Sterling Infrastruture | 67,407 | 26,209 | -61.1% | $22.0M |
| AEHR Aehr Test Systems | 754,737 | 410,731 | -45.6% | $39.5M |
| MYRG MYR Group Inc | 129,579 | 73,541 | -43.2% | $36.8M |
| MTSI MACOM Technology Solutions Hol | 130,256 | 63,773 | -51.0% | $24.3M |
| LSCC Lattice Semiconductor Corp | 279,600 | 139,866 | -50.0% | $21.4M |
| SITM Sitime Corp | 49,984 | 23,825 | -52.3% | $17.8M |
| BE Bloom Energy Corp | 44,698 | 5,832 | -87.0% | $1.8M |
| CRS Carpenter Technology | 57,179 | 38,489 | -32.7% | $23.7M |
| PAY Paymentus Holdings | 1,158,353 | 772,520 | -33.3% | $18.7M |
| BROS Dutch Bros Inc | 332,828 | 203,529 | -38.8% | $14.6M |
CIK 1134007 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
