Filed: 8/14/2025ACC: 0001134007-25-000009
📋 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 $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$1.29B
Total AUM (reported)
33.26M
Total Shares
Allocation by class
COM$1.29B100.0%
WT$73.2K0.0%
Portfolio Concentration
Top 3$114.28M8.8%
4–10$214.72M16.6%
11–25$310.98M24.0%
Rest$654.28M50.6%
Top 3 weight
8.8%
Top 10 weight
25.4%
Voting Authority Distribution
Total shares with voting rights: 33.26M
Sole
Full voting authority
31.48M
shares
% of voting shares94.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.78M
shares
% of voting shares5.4%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeSole · 94.6% of voting shares
Institutional Holdings123
Rows:
Astronics Corp
SOLEShares1.27M
TypeSH
Market value$42.45M
3.28%
Sole
1.18M
Shared
0.00
None
86.08K
Paymentus Holdings
SOLEShares1.13M
TypeSH
Market value$37.00M
2.86%
Sole
1.05M
Shared
0.00
None
77.21K
Sterling Infrastruture
SOLEShares150.97K
TypeSH
Market value$34.83M
2.69%
Sole
136.94K
Shared
0.00
None
14.04K
IRhythm Technologies
SOLEShares224.86K
TypeSH
Market value$34.62M
2.67%
Sole
208.73K
Shared
0.00
None
16.13K
Universal Technical Institute
SOLEShares958.89K
TypeSH
Market value$32.50M
2.51%
Sole
881.87K
Shared
0.00
None
77.03K
Artivion Inc
SOLEShares1.01M
TypeSH
Market value$31.29M
2.42%
Sole
934.22K
Shared
0.00
None
71.82K
Alignment Healthcare
SOLEShares2.17M
TypeSH
Market value$30.40M
2.35%
Sole
2.01M
Shared
0.00
None
160.94K
Par Technology
SOLEShares417.63K
TypeSH
Market value$28.97M
2.24%
Sole
390.93K
Shared
0.00
None
26.69K
MYR Group Inc
SOLEShares157.04K
TypeSH
Market value$28.50M
2.20%
Sole
146.54K
Shared
0.00
None
10.50K
Vericel Corp
SOLEShares668.65K
TypeSH
Market value$28.45M
2.20%
Sole
623.34K
Shared
0.00
None
45.30K
Xometry Inc
SOLEShares772.59K
TypeSH
Market value$26.11M
2.02%
Sole
712.66K
Shared
0.00
None
59.93K
Alphatec Holdings Inc
SOLEShares2.06M
TypeSH
Market value$22.87M
1.77%
Sole
1.93M
Shared
0.00
None
128.84K
MACOM Technology Solutions Hol
SOLEShares158.38K
TypeSH
Market value$22.69M
1.75%
Sole
135.90K
Shared
0.00
None
22.48K
Q2 Holdings
SOLEShares235.40K
TypeSH
Market value$22.03M
1.70%
Sole
212.72K
Shared
0.00
None
22.68K
Care Dx
SOLEShares1.13M
TypeSH
Market value$21.99M
1.70%
Sole
1.06M
Shared
0.00
None
64.17K
RBC Bearings Inc
SOLEShares56.51K
TypeSH
Market value$21.75M
1.68%
Sole
48.56K
Shared
0.00
None
7.95K
Limbach Holdings
SOLEShares154.29K
TypeSH
Market value$21.62M
1.67%
Sole
154.29K
Shared
0.00
None
0.00
Ollie's Bargain Outlet
SOLEShares160.77K
TypeSH
Market value$21.19M
1.64%
Sole
138.28K
Shared
0.00
None
22.50K
GeneDx Holding Corp
SOLEShares221.61K
TypeSH
Market value$20.46M
1.58%
Sole
204.53K
Shared
0.00
None
17.08K
Avepoint Inc
SOLEShares1.02M
TypeSH
Market value$19.69M
1.52%
Sole
975.05K
Shared
0.00
None
44.72K
Kinsale Capital Group
SOLEShares40.36K
TypeSH
Market value$19.53M
1.51%
Sole
35.68K
Shared
0.00
None
4.67K
Microsoft Corp.
SOLEShares39.25K
TypeSH
Market value$19.52M
1.51%
Sole
39.25K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares113.20K
TypeSH
Market value$17.88M
1.38%
Sole
113.20K
Shared
0.00
None
0.00
Carpenter Technology
SOLEShares61.71K
TypeSH
Market value$17.06M
1.32%
Sole
53.06K
Shared
0.00
None
8.65K
Lincoln Educational Services
SOLEShares719.95K
TypeSH
Market value$16.59M
1.28%
Sole
719.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Astronics CorpSOLE | COM | 1.27M | SH | $42.45M 3.28% | 1.18M | 0.00 | 86.08K |
Paymentus HoldingsSOLE | COM | 1.13M | SH | $37.00M 2.86% | 1.05M | 0.00 | 77.21K |
Sterling InfrastrutureSOLE | COM | 150.97K | SH | $34.83M 2.69% | 136.94K | 0.00 | 14.04K |
IRhythm TechnologiesSOLE | COM | 224.86K | SH | $34.62M 2.67% | 208.73K | 0.00 | 16.13K |
Universal Technical InstituteSOLE | COM | 958.89K | SH | $32.50M 2.51% | 881.87K | 0.00 | 77.03K |
Artivion IncSOLE | COM | 1.01M | SH | $31.29M 2.42% | 934.22K | 0.00 | 71.82K |
Alignment HealthcareSOLE | COM | 2.17M | SH | $30.40M 2.35% | 2.01M | 0.00 | 160.94K |
Par TechnologySOLE | COM | 417.63K | SH | $28.97M 2.24% | 390.93K | 0.00 | 26.69K |
MYR Group IncSOLE | COM | 157.04K | SH | $28.50M 2.20% | 146.54K | 0.00 | 10.50K |
Vericel CorpSOLE | COM | 668.65K | SH | $28.45M 2.20% | 623.34K | 0.00 | 45.30K |
Xometry IncSOLE | COM | 772.59K | SH | $26.11M 2.02% | 712.66K | 0.00 | 59.93K |
Alphatec Holdings IncSOLE | COM | 2.06M | SH | $22.87M 1.77% | 1.93M | 0.00 | 128.84K |
MACOM Technology Solutions HolSOLE | COM | 158.38K | SH | $22.69M 1.75% | 135.90K | 0.00 | 22.48K |
Q2 HoldingsSOLE | COM | 235.40K | SH | $22.03M 1.70% | 212.72K | 0.00 | 22.68K |
Care DxSOLE | COM | 1.13M | SH | $21.99M 1.70% | 1.06M | 0.00 | 64.17K |
RBC Bearings IncSOLE | COM | 56.51K | SH | $21.75M 1.68% | 48.56K | 0.00 | 7.95K |
Limbach HoldingsSOLE | COM | 154.29K | SH | $21.62M 1.67% | 154.29K | 0.00 | 0.00 |
Ollie's Bargain OutletSOLE | COM | 160.77K | SH | $21.19M 1.64% | 138.28K | 0.00 | 22.50K |
GeneDx Holding CorpSOLE | COM | 221.61K | SH | $20.46M 1.58% | 204.53K | 0.00 | 17.08K |
Avepoint IncSOLE | COM | 1.02M | SH | $19.69M 1.52% | 975.05K | 0.00 | 44.72K |
Kinsale Capital GroupSOLE | COM | 40.36K | SH | $19.53M 1.51% | 35.68K | 0.00 | 4.67K |
Microsoft Corp.SOLE | COM | 39.25K | SH | $19.52M 1.51% | 39.25K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 113.20K | SH | $17.88M 1.38% | 113.20K | 0.00 | 0.00 |
Carpenter TechnologySOLE | COM | 61.71K | SH | $17.06M 1.32% | 53.06K | 0.00 | 8.65K |
Lincoln Educational ServicesSOLE | COM | 719.95K | SH | $16.59M 1.28% | 719.95K | 0.00 | 0.00 |
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