Filed: 2/13/2026ACC: 0001134007-26-000002
📋 What this filing means
NEXT CENTURY GROWTH INVESTORS LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$1.44B
Total AUM (reported)
36.46M
Total Shares
Allocation by class
COM$1.44B100.0%
WT$28.0K0.0%
Portfolio Concentration
Top 3$156.58M10.9%
4–10$248.59M17.3%
11–25$333.28M23.1%
Rest$701.49M48.7%
Top 3 weight
10.9%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 36.46M
Sole
Full voting authority
33.75M
shares
% of voting shares92.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.71M
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeSole · 92.6% of voting shares
Institutional Holdings121
Rows:
Astronics Corp
SOLEShares1.07M
TypeSH
Market value$57.91M
4.02%
Sole
955.77K
Shared
0.00
None
111.84K
Alphatec Holdings Inc
SOLEShares2.42M
TypeSH
Market value$50.88M
3.53%
Sole
2.19M
Shared
0.00
None
225.36K
Xometry Inc
SOLEShares803.61K
TypeSH
Market value$47.79M
3.32%
Sole
722.04K
Shared
0.00
None
81.57K
Artivion Inc
SOLEShares1.04M
TypeSH
Market value$47.63M
3.31%
Sole
946.27K
Shared
0.00
None
98.12K
Alignment Healthcare
SOLEShares2.31M
TypeSH
Market value$45.59M
3.17%
Sole
2.08M
Shared
0.00
None
227.54K
Paymentus Holdings
SOLEShares1.18M
TypeSH
Market value$37.33M
2.59%
Sole
1.08M
Shared
0.00
None
106.54K
iRhythm Holdings
SOLEShares172.84K
TypeSH
Market value$30.67M
2.13%
Sole
154.84K
Shared
0.00
None
18K
Universal Technical Institute
SOLEShares1.12M
TypeSH
Market value$29.35M
2.04%
Sole
1.01M
Shared
0.00
None
116.58K
Mirum Pharmaceuticals
SOLEShares368.04K
TypeSH
Market value$29.07M
2.02%
Sole
342.08K
Shared
0.00
None
25.95K
MYR Group Inc
SOLEShares132.50K
TypeSH
Market value$28.95M
2.01%
Sole
122.03K
Shared
0.00
None
10.47K
Axogen Inc
SOLEShares799.88K
TypeSH
Market value$26.18M
1.82%
Sole
717.28K
Shared
0.00
None
82.60K
Sterling Infrastruture
SOLEShares81.94K
TypeSH
Market value$25.09M
1.74%
Sole
66.83K
Shared
0.00
None
15.11K
FTAI Aviation
SOLEShares117.91K
TypeSH
Market value$23.21M
1.61%
Sole
96.25K
Shared
0.00
None
21.66K
Nvidia Corporation
SOLEShares124.20K
TypeSH
Market value$23.16M
1.61%
Sole
124.20K
Shared
0.00
None
0.00
Lattice Semiconductor Corp
SOLEShares310.94K
TypeSH
Market value$22.88M
1.59%
Sole
253.91K
Shared
0.00
None
57.04K
Mama's Creations
SOLEShares1.69M
TypeSH
Market value$22.82M
1.58%
Sole
1.60M
Shared
0.00
None
93.58K
GeneDx Holdings
SOLEShares173.41K
TypeSH
Market value$22.55M
1.57%
Sole
156.26K
Shared
0.00
None
17.15K
JFrog
SOLEShares357.98K
TypeSH
Market value$22.36M
1.55%
Sole
310.46K
Shared
0.00
None
47.52K
Apple Computer Inc
SOLEShares79.40K
TypeSH
Market value$21.59M
1.50%
Sole
79.40K
Shared
0.00
None
0.00
MACOM Technology Solutions Hol
SOLEShares125.47K
TypeSH
Market value$21.49M
1.49%
Sole
102.45K
Shared
0.00
None
23.02K
Planet Labs PBC
SOLEShares1.07M
TypeSH
Market value$21.01M
1.46%
Sole
988.83K
Shared
0.00
None
76.34K
Microsoft Corp.
SOLEShares43.21K
TypeSH
Market value$20.90M
1.45%
Sole
43.21K
Shared
0.00
None
0.00
Coastal Financial Corp
SOLEShares178.22K
TypeSH
Market value$20.42M
1.42%
Sole
166.16K
Shared
0.00
None
12.07K
ADMA Biologics
SOLEShares1.10M
TypeSH
Market value$20.08M
1.39%
Sole
1M
Shared
0.00
None
100.23K
Applied Digital Corp
SOLEShares797.24K
TypeSH
Market value$19.55M
1.36%
Sole
740.46K
Shared
0.00
None
56.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Astronics CorpSOLE | COM | 1.07M | SH | $57.91M 4.02% | 955.77K | 0.00 | 111.84K |
Alphatec Holdings IncSOLE | COM | 2.42M | SH | $50.88M 3.53% | 2.19M | 0.00 | 225.36K |
Xometry IncSOLE | COM | 803.61K | SH | $47.79M 3.32% | 722.04K | 0.00 | 81.57K |
Artivion IncSOLE | COM | 1.04M | SH | $47.63M 3.31% | 946.27K | 0.00 | 98.12K |
Alignment HealthcareSOLE | COM | 2.31M | SH | $45.59M 3.17% | 2.08M | 0.00 | 227.54K |
Paymentus HoldingsSOLE | COM | 1.18M | SH | $37.33M 2.59% | 1.08M | 0.00 | 106.54K |
iRhythm HoldingsSOLE | COM | 172.84K | SH | $30.67M 2.13% | 154.84K | 0.00 | 18K |
Universal Technical InstituteSOLE | COM | 1.12M | SH | $29.35M 2.04% | 1.01M | 0.00 | 116.58K |
Mirum PharmaceuticalsSOLE | COM | 368.04K | SH | $29.07M 2.02% | 342.08K | 0.00 | 25.95K |
MYR Group IncSOLE | COM | 132.50K | SH | $28.95M 2.01% | 122.03K | 0.00 | 10.47K |
Axogen IncSOLE | COM | 799.88K | SH | $26.18M 1.82% | 717.28K | 0.00 | 82.60K |
Sterling InfrastrutureSOLE | COM | 81.94K | SH | $25.09M 1.74% | 66.83K | 0.00 | 15.11K |
FTAI AviationSOLE | COM | 117.91K | SH | $23.21M 1.61% | 96.25K | 0.00 | 21.66K |
Nvidia CorporationSOLE | COM | 124.20K | SH | $23.16M 1.61% | 124.20K | 0.00 | 0.00 |
Lattice Semiconductor CorpSOLE | COM | 310.94K | SH | $22.88M 1.59% | 253.91K | 0.00 | 57.04K |
Mama's CreationsSOLE | COM | 1.69M | SH | $22.82M 1.58% | 1.60M | 0.00 | 93.58K |
GeneDx HoldingsSOLE | COM | 173.41K | SH | $22.55M 1.57% | 156.26K | 0.00 | 17.15K |
JFrogSOLE | COM | 357.98K | SH | $22.36M 1.55% | 310.46K | 0.00 | 47.52K |
Apple Computer IncSOLE | COM | 79.40K | SH | $21.59M 1.50% | 79.40K | 0.00 | 0.00 |
MACOM Technology Solutions HolSOLE | COM | 125.47K | SH | $21.49M 1.49% | 102.45K | 0.00 | 23.02K |
Planet Labs PBCSOLE | COM | 1.07M | SH | $21.01M 1.46% | 988.83K | 0.00 | 76.34K |
Microsoft Corp.SOLE | COM | 43.21K | SH | $20.90M 1.45% | 43.21K | 0.00 | 0.00 |
Coastal Financial CorpSOLE | COM | 178.22K | SH | $20.42M 1.42% | 166.16K | 0.00 | 12.07K |
ADMA BiologicsSOLE | COM | 1.10M | SH | $20.08M 1.39% | 1M | 0.00 | 100.23K |
Applied Digital CorpSOLE | COM | 797.24K | SH | $19.55M 1.36% | 740.46K | 0.00 | 56.78K |
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