Filed: 11/14/2025ACC: 0001134007-25-000012
📋 What this filing means
NEXT CENTURY GROWTH INVESTORS LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$1.37B
Total AUM (reported)
32.89M
Total Shares
Allocation by class
COM$1.37B100.0%
WT$123.1K0.0%
Portfolio Concentration
Top 3$143.76M10.5%
4–10$242.01M17.6%
11–25$313.71M22.9%
Rest$672.32M49.0%
Top 3 weight
10.5%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 32.89M
Sole
Full voting authority
30.60M
shares
% of voting shares93.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.29M
shares
% of voting shares7.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeSole · 93.0% of voting shares
Institutional Holdings124
Rows:
Astronics Corp
SOLEShares1.21M
TypeSH
Market value$55.38M
4.04%
Sole
1.10M
Shared
0.00
None
116.78K
Artivion Inc
SOLEShares1.05M
TypeSH
Market value$44.39M
3.24%
Sole
951.05K
Shared
0.00
None
97.43K
Xometry Inc
SOLEShares807.52K
TypeSH
Market value$43.99M
3.21%
Sole
726.30K
Shared
0.00
None
81.22K
Alignment Healthcare
SOLEShares2.27M
TypeSH
Market value$39.66M
2.89%
Sole
2.05M
Shared
0.00
None
218.13K
Universal Technical Institute
SOLEShares1.11M
TypeSH
Market value$36.06M
2.63%
Sole
995.40K
Shared
0.00
None
112.41K
Paymentus Holdings
SOLEShares1.17M
TypeSH
Market value$35.71M
2.60%
Sole
1.06M
Shared
0.00
None
102.50K
MYR Group Inc
SOLEShares165.02K
TypeSH
Market value$34.33M
2.50%
Sole
150.78K
Shared
0.00
None
14.23K
Alphatec Holdings Inc
SOLEShares2.28M
TypeSH
Market value$33.14M
2.42%
Sole
2.08M
Shared
0.00
None
197.24K
IRhythm Technologies
SOLEShares189.08K
TypeSH
Market value$32.52M
2.37%
Sole
171.05K
Shared
0.00
None
18.03K
Sterling Infrastruture
SOLEShares90.06K
TypeSH
Market value$30.59M
2.23%
Sole
73.67K
Shared
0.00
None
16.39K
Mirum Pharmaceuticals
SOLEShares360.93K
TypeSH
Market value$26.46M
1.93%
Sole
336.66K
Shared
0.00
None
24.28K
GeneDx Holding Corp
SOLEShares234.11K
TypeSH
Market value$25.22M
1.84%
Sole
210.97K
Shared
0.00
None
23.14K
Nvidia Corporation
SOLEShares127.78K
TypeSH
Market value$23.84M
1.74%
Sole
127.78K
Shared
0.00
None
0.00
Planet Labs PBC
SOLEShares1.78M
TypeSH
Market value$23.07M
1.68%
Sole
1.68M
Shared
0.00
None
102.45K
Microsoft Corp.
SOLEShares43.28K
TypeSH
Market value$22.42M
1.63%
Sole
43.28K
Shared
0.00
None
0.00
Ollie's Bargain Outlet
SOLEShares167.95K
TypeSH
Market value$21.57M
1.57%
Sole
137.44K
Shared
0.00
None
30.52K
MACOM Technology Solutions Hol
SOLEShares165.41K
TypeSH
Market value$20.59M
1.50%
Sole
134.95K
Shared
0.00
None
30.46K
Pagaya Technologies
SOLEShares660.61K
TypeSH
Market value$19.61M
1.43%
Sole
603.75K
Shared
0.00
None
56.86K
RBC Bearings Inc
SOLEShares49.10K
TypeSH
Market value$19.16M
1.40%
Sole
40.11K
Shared
0.00
None
8.99K
FTAI Aviation
SOLEShares114.32K
TypeSH
Market value$19.07M
1.39%
Sole
93.51K
Shared
0.00
None
20.81K
Lattice Semiconductor Corp
SOLEShares260.06K
TypeSH
Market value$19.07M
1.39%
Sole
212.73K
Shared
0.00
None
47.33K
Impinj Inc
SOLEShares104.64K
TypeSH
Market value$18.91M
1.38%
Sole
97.36K
Shared
0.00
None
7.28K
Sitime Corp
SOLEShares61.80K
TypeSH
Market value$18.62M
1.36%
Sole
56.16K
Shared
0.00
None
5.63K
Apple Computer Inc
SOLEShares71.58K
TypeSH
Market value$18.23M
1.33%
Sole
71.58K
Shared
0.00
None
0.00
Lincoln Educational Services
SOLEShares759.90K
TypeSH
Market value$17.86M
1.30%
Sole
759.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Astronics CorpSOLE | COM | 1.21M | SH | $55.38M 4.04% | 1.10M | 0.00 | 116.78K |
Artivion IncSOLE | COM | 1.05M | SH | $44.39M 3.24% | 951.05K | 0.00 | 97.43K |
Xometry IncSOLE | COM | 807.52K | SH | $43.99M 3.21% | 726.30K | 0.00 | 81.22K |
Alignment HealthcareSOLE | COM | 2.27M | SH | $39.66M 2.89% | 2.05M | 0.00 | 218.13K |
Universal Technical InstituteSOLE | COM | 1.11M | SH | $36.06M 2.63% | 995.40K | 0.00 | 112.41K |
Paymentus HoldingsSOLE | COM | 1.17M | SH | $35.71M 2.60% | 1.06M | 0.00 | 102.50K |
MYR Group IncSOLE | COM | 165.02K | SH | $34.33M 2.50% | 150.78K | 0.00 | 14.23K |
Alphatec Holdings IncSOLE | COM | 2.28M | SH | $33.14M 2.42% | 2.08M | 0.00 | 197.24K |
IRhythm TechnologiesSOLE | COM | 189.08K | SH | $32.52M 2.37% | 171.05K | 0.00 | 18.03K |
Sterling InfrastrutureSOLE | COM | 90.06K | SH | $30.59M 2.23% | 73.67K | 0.00 | 16.39K |
Mirum PharmaceuticalsSOLE | COM | 360.93K | SH | $26.46M 1.93% | 336.66K | 0.00 | 24.28K |
GeneDx Holding CorpSOLE | COM | 234.11K | SH | $25.22M 1.84% | 210.97K | 0.00 | 23.14K |
Nvidia CorporationSOLE | COM | 127.78K | SH | $23.84M 1.74% | 127.78K | 0.00 | 0.00 |
Planet Labs PBCSOLE | COM | 1.78M | SH | $23.07M 1.68% | 1.68M | 0.00 | 102.45K |
Microsoft Corp.SOLE | COM | 43.28K | SH | $22.42M 1.63% | 43.28K | 0.00 | 0.00 |
Ollie's Bargain OutletSOLE | COM | 167.95K | SH | $21.57M 1.57% | 137.44K | 0.00 | 30.52K |
MACOM Technology Solutions HolSOLE | COM | 165.41K | SH | $20.59M 1.50% | 134.95K | 0.00 | 30.46K |
Pagaya TechnologiesSOLE | COM | 660.61K | SH | $19.61M 1.43% | 603.75K | 0.00 | 56.86K |
RBC Bearings IncSOLE | COM | 49.10K | SH | $19.16M 1.40% | 40.11K | 0.00 | 8.99K |
FTAI AviationSOLE | COM | 114.32K | SH | $19.07M 1.39% | 93.51K | 0.00 | 20.81K |
Lattice Semiconductor CorpSOLE | COM | 260.06K | SH | $19.07M 1.39% | 212.73K | 0.00 | 47.33K |
Impinj IncSOLE | COM | 104.64K | SH | $18.91M 1.38% | 97.36K | 0.00 | 7.28K |
Sitime CorpSOLE | COM | 61.80K | SH | $18.62M 1.36% | 56.16K | 0.00 | 5.63K |
Apple Computer IncSOLE | COM | 71.58K | SH | $18.23M 1.33% | 71.58K | 0.00 | 0.00 |
Lincoln Educational ServicesSOLE | COM | 759.90K | SH | $17.86M 1.30% | 759.90K | 0.00 | 0.00 |
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