Filed: 5/14/2025ACC: 0001134007-25-000007
📋 What this filing means
NEXT CENTURY GROWTH INVESTORS LLC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$1.12B
Total AUM (reported)
34.08M
Total Shares
Allocation by class
COM$1.12B100.0%
WT$0.000.0%
Portfolio Concentration
Top 3$107.48M9.6%
4–10$189.91M16.9%
11–25$259.33M23.1%
Rest$567.48M50.5%
Top 3 weight
9.6%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 34.08M
Sole
Full voting authority
32.26M
shares
% of voting shares94.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.81M
shares
% of voting shares5.3%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeSole · 94.7% of voting shares
Institutional Holdings123
Rows:
GeneDx Holding Corp
SOLEShares417.04K
TypeSH
Market value$36.93M
3.29%
Sole
387.27K
Shared
0.00
None
29.76K
Paymentus Holdings
SOLEShares1.36M
TypeSH
Market value$35.42M
3.15%
Sole
1.26M
Shared
0.00
None
92.83K
Alignment Healthcare
SOLEShares1.89M
TypeSH
Market value$35.13M
3.12%
Sole
1.75M
Shared
0.00
None
135.52K
Astronics Corp
SOLEShares1.29M
TypeSH
Market value$31.16M
2.77%
Sole
1.20M
Shared
0.00
None
86.08K
Par Technology
SOLEShares500.82K
TypeSH
Market value$30.72M
2.73%
Sole
468.58K
Shared
0.00
None
32.24K
Grid Dynamics Holdings Inc.
SOLEShares1.80M
TypeSH
Market value$28.14M
2.50%
Sole
1.69M
Shared
0.00
None
103.86K
Universal Technical Institute
SOLEShares1.05M
TypeSH
Market value$26.96M
2.40%
Sole
967.08K
Shared
0.00
None
82.66K
Vericel Corp
SOLEShares582.53K
TypeSH
Market value$25.99M
2.31%
Sole
545.02K
Shared
0.00
None
37.51K
Artivion Inc
SOLEShares1.02M
TypeSH
Market value$25.14M
2.24%
Sole
950.95K
Shared
0.00
None
71.82K
IRhythm Technologies
SOLEShares208.22K
TypeSH
Market value$21.80M
1.94%
Sole
194.34K
Shared
0.00
None
13.88K
Kinsale Capital Group
SOLEShares40.60K
TypeSH
Market value$19.76M
1.76%
Sole
35.92K
Shared
0.00
None
4.67K
RBC Bearings Inc
SOLEShares61.15K
TypeSH
Market value$19.68M
1.75%
Sole
52.66K
Shared
0.00
None
8.49K
Saia Inc
SOLEShares54.34K
TypeSH
Market value$18.99M
1.69%
Sole
47.73K
Shared
0.00
None
6.61K
Ollie's Bargain Outlet
SOLEShares161.95K
TypeSH
Market value$18.84M
1.68%
Sole
139.45K
Shared
0.00
None
22.50K
ACV Auctions
SOLEShares1.33M
TypeSH
Market value$18.72M
1.66%
Sole
1.24M
Shared
0.00
None
85.23K
Exlservice Holdings Inc.
SOLEShares388.46K
TypeSH
Market value$18.34M
1.63%
Sole
334.50K
Shared
0.00
None
53.96K
Innodata Inc
SOLEShares502.05K
TypeSH
Market value$18.02M
1.60%
Sole
483.39K
Shared
0.00
None
18.66K
Q2 Holdings
SOLEShares224.70K
TypeSH
Market value$17.98M
1.60%
Sole
204.01K
Shared
0.00
None
20.69K
MYR Group Inc
SOLEShares154.51K
TypeSH
Market value$17.47M
1.55%
Sole
144.76K
Shared
0.00
None
9.75K
Alphatec Holdings Inc
SOLEShares1.68M
TypeSH
Market value$17.02M
1.51%
Sole
1.57M
Shared
0.00
None
112.65K
Xometry Inc
SOLEShares664.29K
TypeSH
Market value$16.55M
1.47%
Sole
613.41K
Shared
0.00
None
50.88K
MACOM Technology Solutions Hol
SOLEShares150.40K
TypeSH
Market value$15.10M
1.34%
Sole
129.36K
Shared
0.00
None
21.04K
Global-E Online
SOLEShares410.24K
TypeSH
Market value$14.63M
1.30%
Sole
352.99K
Shared
0.00
None
57.25K
Veracyte Inc
SOLEShares476.22K
TypeSH
Market value$14.12M
1.26%
Sole
449.81K
Shared
0.00
None
26.41K
Clearwater Analytics Holdings
SOLEShares526.76K
TypeSH
Market value$14.12M
1.26%
Sole
453.61K
Shared
0.00
None
73.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GeneDx Holding CorpSOLE | COM | 417.04K | SH | $36.93M 3.29% | 387.27K | 0.00 | 29.76K |
Paymentus HoldingsSOLE | COM | 1.36M | SH | $35.42M 3.15% | 1.26M | 0.00 | 92.83K |
Alignment HealthcareSOLE | COM | 1.89M | SH | $35.13M 3.12% | 1.75M | 0.00 | 135.52K |
Astronics CorpSOLE | COM | 1.29M | SH | $31.16M 2.77% | 1.20M | 0.00 | 86.08K |
Par TechnologySOLE | COM | 500.82K | SH | $30.72M 2.73% | 468.58K | 0.00 | 32.24K |
Grid Dynamics Holdings Inc.SOLE | COM | 1.80M | SH | $28.14M 2.50% | 1.69M | 0.00 | 103.86K |
Universal Technical InstituteSOLE | COM | 1.05M | SH | $26.96M 2.40% | 967.08K | 0.00 | 82.66K |
Vericel CorpSOLE | COM | 582.53K | SH | $25.99M 2.31% | 545.02K | 0.00 | 37.51K |
Artivion IncSOLE | COM | 1.02M | SH | $25.14M 2.24% | 950.95K | 0.00 | 71.82K |
IRhythm TechnologiesSOLE | COM | 208.22K | SH | $21.80M 1.94% | 194.34K | 0.00 | 13.88K |
Kinsale Capital GroupSOLE | COM | 40.60K | SH | $19.76M 1.76% | 35.92K | 0.00 | 4.67K |
RBC Bearings IncSOLE | COM | 61.15K | SH | $19.68M 1.75% | 52.66K | 0.00 | 8.49K |
Saia IncSOLE | COM | 54.34K | SH | $18.99M 1.69% | 47.73K | 0.00 | 6.61K |
Ollie's Bargain OutletSOLE | COM | 161.95K | SH | $18.84M 1.68% | 139.45K | 0.00 | 22.50K |
ACV AuctionsSOLE | COM | 1.33M | SH | $18.72M 1.66% | 1.24M | 0.00 | 85.23K |
Exlservice Holdings Inc.SOLE | COM | 388.46K | SH | $18.34M 1.63% | 334.50K | 0.00 | 53.96K |
Innodata IncSOLE | COM | 502.05K | SH | $18.02M 1.60% | 483.39K | 0.00 | 18.66K |
Q2 HoldingsSOLE | COM | 224.70K | SH | $17.98M 1.60% | 204.01K | 0.00 | 20.69K |
MYR Group IncSOLE | COM | 154.51K | SH | $17.47M 1.55% | 144.76K | 0.00 | 9.75K |
Alphatec Holdings IncSOLE | COM | 1.68M | SH | $17.02M 1.51% | 1.57M | 0.00 | 112.65K |
Xometry IncSOLE | COM | 664.29K | SH | $16.55M 1.47% | 613.41K | 0.00 | 50.88K |
MACOM Technology Solutions HolSOLE | COM | 150.40K | SH | $15.10M 1.34% | 129.36K | 0.00 | 21.04K |
Global-E OnlineSOLE | COM | 410.24K | SH | $14.63M 1.30% | 352.99K | 0.00 | 57.25K |
Veracyte IncSOLE | COM | 476.22K | SH | $14.12M 1.26% | 449.81K | 0.00 | 26.41K |
Clearwater Analytics HoldingsSOLE | COM | 526.76K | SH | $14.12M 1.26% | 453.61K | 0.00 | 73.16K |
Page 1 of 5
…