Filed: 2/13/2025ACC: 0001134007-25-000002
📋 What this filing means
NEXT CENTURY GROWTH INVESTORS LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$1.33B
Total AUM (reported)
34.90M
Total Shares
Allocation by class
COM$1.33B100.0%
Portfolio Concentration
Top 3$115.83M8.7%
4–10$181.85M13.6%
11–25$293.79M22.0%
Rest$743.10M55.7%
Top 3 weight
8.7%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 34.90M
Sole
Full voting authority
33.12M
shares
% of voting shares94.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.78M
shares
% of voting shares5.1%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeSole · 94.9% of voting shares
Institutional Holdings130
Rows:
Paymentus Holdings
SOLEShares1.29M
TypeSH
Market value$42.07M
3.15%
Sole
1.21M
Shared
0.00
None
76.58K
Par Technology
SOLEShares518.55K
TypeSH
Market value$37.68M
2.82%
Sole
486.40K
Shared
0.00
None
32.15K
Grid Dynamics Holdings Inc.
SOLEShares1.62M
TypeSH
Market value$36.08M
2.70%
Sole
1.55M
Shared
0.00
None
73.40K
Vericel Corp
SOLEShares525.82K
TypeSH
Market value$28.87M
2.16%
Sole
495.73K
Shared
0.00
None
30.09K
ACV Auctions
SOLEShares1.32M
TypeSH
Market value$28.52M
2.14%
Sole
1.24M
Shared
0.00
None
80.07K
Saia Inc
SOLEShares57.77K
TypeSH
Market value$26.33M
1.97%
Sole
51.20K
Shared
0.00
None
6.58K
Universal Technical Institute
SOLEShares991.75K
TypeSH
Market value$25.50M
1.91%
Sole
917.46K
Shared
0.00
None
74.29K
Astronics Corp
SOLEShares1.54M
TypeSH
Market value$24.55M
1.84%
Sole
1.43M
Shared
0.00
None
106.10K
Paycor HCM
SOLEShares1.30M
TypeSH
Market value$24.11M
1.81%
Sole
1.22M
Shared
0.00
None
73.85K
GeneDx Holding Corp
SOLEShares312.01K
TypeSH
Market value$23.98M
1.80%
Sole
295.08K
Shared
0.00
None
16.93K
Procept Biorobotics
SOLEShares286.94K
TypeSH
Market value$23.10M
1.73%
Sole
268.30K
Shared
0.00
None
18.64K
Veracyte Inc
SOLEShares577.68K
TypeSH
Market value$22.88M
1.71%
Sole
551.39K
Shared
0.00
None
26.29K
MYR Group Inc
SOLEShares151.61K
TypeSH
Market value$22.56M
1.69%
Sole
142.42K
Shared
0.00
None
9.19K
Q2 Holdings
SOLEShares208.67K
TypeSH
Market value$21.00M
1.57%
Sole
191.50K
Shared
0.00
None
17.16K
RBC Bearings Inc
SOLEShares65.59K
TypeSH
Market value$19.62M
1.47%
Sole
57.12K
Shared
0.00
None
8.47K
Global-E Online
SOLEShares358.07K
TypeSH
Market value$19.53M
1.46%
Sole
311.84K
Shared
0.00
None
46.24K
Agilysys
SOLEShares146.44K
TypeSH
Market value$19.29M
1.45%
Sole
139.09K
Shared
0.00
None
7.36K
Quinstreet Inc
SOLEShares819.63K
TypeSH
Market value$18.91M
1.42%
Sole
778.44K
Shared
0.00
None
41.19K
MACOM Technology Solutions Hol
SOLEShares144.37K
TypeSH
Market value$18.75M
1.41%
Sole
125.74K
Shared
0.00
None
18.63K
Apple Computer Inc
SOLEShares74.14K
TypeSH
Market value$18.57M
1.39%
Sole
74.14K
Shared
0.00
None
0.00
Exlservice Holdings Inc.
SOLEShares416.57K
TypeSH
Market value$18.49M
1.39%
Sole
362.85K
Shared
0.00
None
53.72K
Sterling Infrastruture
SOLEShares108.47K
TypeSH
Market value$18.27M
1.37%
Sole
94.47K
Shared
0.00
None
14K
Ollie's Bargain Outlet
SOLEShares162.14K
TypeSH
Market value$17.79M
1.33%
Sole
141.19K
Shared
0.00
None
20.94K
Aaon Inc
SOLEShares149.47K
TypeSH
Market value$17.59M
1.32%
Sole
130.18K
Shared
0.00
None
19.29K
Microsoft Corp.
SOLEShares41.40K
TypeSH
Market value$17.45M
1.31%
Sole
41.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Paymentus HoldingsSOLE | COM | 1.29M | SH | $42.07M 3.15% | 1.21M | 0.00 | 76.58K |
Par TechnologySOLE | COM | 518.55K | SH | $37.68M 2.82% | 486.40K | 0.00 | 32.15K |
Grid Dynamics Holdings Inc.SOLE | COM | 1.62M | SH | $36.08M 2.70% | 1.55M | 0.00 | 73.40K |
Vericel CorpSOLE | COM | 525.82K | SH | $28.87M 2.16% | 495.73K | 0.00 | 30.09K |
ACV AuctionsSOLE | COM | 1.32M | SH | $28.52M 2.14% | 1.24M | 0.00 | 80.07K |
Saia IncSOLE | COM | 57.77K | SH | $26.33M 1.97% | 51.20K | 0.00 | 6.58K |
Universal Technical InstituteSOLE | COM | 991.75K | SH | $25.50M 1.91% | 917.46K | 0.00 | 74.29K |
Astronics CorpSOLE | COM | 1.54M | SH | $24.55M 1.84% | 1.43M | 0.00 | 106.10K |
Paycor HCMSOLE | COM | 1.30M | SH | $24.11M 1.81% | 1.22M | 0.00 | 73.85K |
GeneDx Holding CorpSOLE | COM | 312.01K | SH | $23.98M 1.80% | 295.08K | 0.00 | 16.93K |
Procept BioroboticsSOLE | COM | 286.94K | SH | $23.10M 1.73% | 268.30K | 0.00 | 18.64K |
Veracyte IncSOLE | COM | 577.68K | SH | $22.88M 1.71% | 551.39K | 0.00 | 26.29K |
MYR Group IncSOLE | COM | 151.61K | SH | $22.56M 1.69% | 142.42K | 0.00 | 9.19K |
Q2 HoldingsSOLE | COM | 208.67K | SH | $21.00M 1.57% | 191.50K | 0.00 | 17.16K |
RBC Bearings IncSOLE | COM | 65.59K | SH | $19.62M 1.47% | 57.12K | 0.00 | 8.47K |
Global-E OnlineSOLE | COM | 358.07K | SH | $19.53M 1.46% | 311.84K | 0.00 | 46.24K |
AgilysysSOLE | COM | 146.44K | SH | $19.29M 1.45% | 139.09K | 0.00 | 7.36K |
Quinstreet IncSOLE | COM | 819.63K | SH | $18.91M 1.42% | 778.44K | 0.00 | 41.19K |
MACOM Technology Solutions HolSOLE | COM | 144.37K | SH | $18.75M 1.41% | 125.74K | 0.00 | 18.63K |
Apple Computer IncSOLE | COM | 74.14K | SH | $18.57M 1.39% | 74.14K | 0.00 | 0.00 |
Exlservice Holdings Inc.SOLE | COM | 416.57K | SH | $18.49M 1.39% | 362.85K | 0.00 | 53.72K |
Sterling InfrastrutureSOLE | COM | 108.47K | SH | $18.27M 1.37% | 94.47K | 0.00 | 14K |
Ollie's Bargain OutletSOLE | COM | 162.14K | SH | $17.79M 1.33% | 141.19K | 0.00 | 20.94K |
Aaon IncSOLE | COM | 149.47K | SH | $17.59M 1.32% | 130.18K | 0.00 | 19.29K |
Microsoft Corp.SOLE | COM | 41.40K | SH | $17.45M 1.31% | 41.40K | 0.00 | 0.00 |
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