Filed: 5/14/2026ACC: 0001134007-26-000003
📋 What this filing means
NEXT CENTURY GROWTH INVESTORS LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$1.38B
Total AUM (reported)
34.45M
Total Shares
Allocation by class
COM$1.38B100.0%
Portfolio Concentration
Top 3$134.66M9.8%
4–10$234.67M17.0%
11–25$373.69M27.1%
Rest$636.51M46.1%
Top 3 weight
9.8%
Top 10 weight
26.8%
Voting Authority Distribution
Total shares with voting rights: 34.45M
Sole
Full voting authority
31.86M
shares
% of voting shares92.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.59M
shares
% of voting shares7.5%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeSole · 92.5% of voting shares
Institutional Holdings112
Rows:
Astronics Corp
SOLEShares786.32K
TypeSH
Market value$52.47M
3.80%
Sole
703.02K
Shared
0.00
None
83.30K
Lincoln Educational Services
SOLEShares1.04M
TypeSH
Market value$42.33M
3.07%
Sole
963.89K
Shared
0.00
None
76.71K
Alignment Healthcare
SOLEShares2.26M
TypeSH
Market value$39.86M
2.89%
Sole
2.03M
Shared
0.00
None
227.54K
Artivion Inc
SOLEShares1.02M
TypeSH
Market value$37.49M
2.72%
Sole
925.58K
Shared
0.00
None
98.12K
MYR Group Inc
SOLEShares129.58K
TypeSH
Market value$36.58M
2.65%
Sole
119.11K
Shared
0.00
None
10.47K
Mirum Pharmaceuticals
SOLEShares385.54K
TypeSH
Market value$35.62M
2.58%
Sole
355.02K
Shared
0.00
None
30.52K
Universal Technical Institute
SOLEShares955.10K
TypeSH
Market value$34.48M
2.50%
Sole
865.87K
Shared
0.00
None
89.23K
Xometry Inc
SOLEShares787.43K
TypeSH
Market value$32.16M
2.33%
Sole
705.86K
Shared
0.00
None
81.57K
Paymentus Holdings
SOLEShares1.16M
TypeSH
Market value$29.42M
2.13%
Sole
1.05M
Shared
0.00
None
106.54K
MACOM Technology Solutions Hol
SOLEShares130.26K
TypeSH
Market value$28.93M
2.10%
Sole
107.24K
Shared
0.00
None
23.02K
Axogen Inc
SOLEShares865.96K
TypeSH
Market value$28.69M
2.08%
Sole
779.65K
Shared
0.00
None
86.32K
Aehr Test Systems
SOLEShares754.74K
TypeSH
Market value$27.99M
2.03%
Sole
684.18K
Shared
0.00
None
70.55K
Sterling Infrastruture
SOLEShares67.41K
TypeSH
Market value$27.45M
1.99%
Sole
54.67K
Shared
0.00
None
12.73K
Applied Optoelectronics
SOLEShares320.73K
TypeSH
Market value$27.13M
1.97%
Sole
302.96K
Shared
0.00
None
17.77K
Mama's Creations
SOLEShares1.75M
TypeSH
Market value$26.79M
1.94%
Sole
1.64M
Shared
0.00
None
109.71K
Almonty Industries
SOLEShares1.82M
TypeSH
Market value$26.34M
1.91%
Sole
1.67M
Shared
0.00
None
148.44K
Coherent Corp
SOLEShares110K
TypeSH
Market value$26.20M
1.90%
Sole
91.74K
Shared
0.00
None
18.25K
Lattice Semiconductor Corp
SOLEShares279.60K
TypeSH
Market value$25.94M
1.88%
Sole
226.98K
Shared
0.00
None
52.62K
Alphatec Holdings Inc
SOLEShares2.37M
TypeSH
Market value$25.79M
1.87%
Sole
2.15M
Shared
0.00
None
225.36K
FTAI Aviation
SOLEShares98.23K
TypeSH
Market value$24.07M
1.74%
Sole
81.05K
Shared
0.00
None
17.19K
Global-E Online
SOLEShares762.30K
TypeSH
Market value$23.52M
1.70%
Sole
681.73K
Shared
0.00
None
80.57K
Carpenter Technology
SOLEShares57.18K
TypeSH
Market value$22.54M
1.63%
Sole
46.43K
Shared
0.00
None
10.75K
RBC Bearings Inc
SOLEShares39.50K
TypeSH
Market value$21.45M
1.56%
Sole
32.75K
Shared
0.00
None
6.75K
iRhythm Holdings
SOLEShares169.31K
TypeSH
Market value$19.98M
1.45%
Sole
151.31K
Shared
0.00
None
18K
Apple Computer Inc
SOLEShares78.09K
TypeSH
Market value$19.82M
1.44%
Sole
78.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Astronics CorpSOLE | COM | 786.32K | SH | $52.47M 3.80% | 703.02K | 0.00 | 83.30K |
Lincoln Educational ServicesSOLE | COM | 1.04M | SH | $42.33M 3.07% | 963.89K | 0.00 | 76.71K |
Alignment HealthcareSOLE | COM | 2.26M | SH | $39.86M 2.89% | 2.03M | 0.00 | 227.54K |
Artivion IncSOLE | COM | 1.02M | SH | $37.49M 2.72% | 925.58K | 0.00 | 98.12K |
MYR Group IncSOLE | COM | 129.58K | SH | $36.58M 2.65% | 119.11K | 0.00 | 10.47K |
Mirum PharmaceuticalsSOLE | COM | 385.54K | SH | $35.62M 2.58% | 355.02K | 0.00 | 30.52K |
Universal Technical InstituteSOLE | COM | 955.10K | SH | $34.48M 2.50% | 865.87K | 0.00 | 89.23K |
Xometry IncSOLE | COM | 787.43K | SH | $32.16M 2.33% | 705.86K | 0.00 | 81.57K |
Paymentus HoldingsSOLE | COM | 1.16M | SH | $29.42M 2.13% | 1.05M | 0.00 | 106.54K |
MACOM Technology Solutions HolSOLE | COM | 130.26K | SH | $28.93M 2.10% | 107.24K | 0.00 | 23.02K |
Axogen IncSOLE | COM | 865.96K | SH | $28.69M 2.08% | 779.65K | 0.00 | 86.32K |
Aehr Test SystemsSOLE | COM | 754.74K | SH | $27.99M 2.03% | 684.18K | 0.00 | 70.55K |
Sterling InfrastrutureSOLE | COM | 67.41K | SH | $27.45M 1.99% | 54.67K | 0.00 | 12.73K |
Applied OptoelectronicsSOLE | COM | 320.73K | SH | $27.13M 1.97% | 302.96K | 0.00 | 17.77K |
Mama's CreationsSOLE | COM | 1.75M | SH | $26.79M 1.94% | 1.64M | 0.00 | 109.71K |
Almonty IndustriesSOLE | COM | 1.82M | SH | $26.34M 1.91% | 1.67M | 0.00 | 148.44K |
Coherent CorpSOLE | COM | 110K | SH | $26.20M 1.90% | 91.74K | 0.00 | 18.25K |
Lattice Semiconductor CorpSOLE | COM | 279.60K | SH | $25.94M 1.88% | 226.98K | 0.00 | 52.62K |
Alphatec Holdings IncSOLE | COM | 2.37M | SH | $25.79M 1.87% | 2.15M | 0.00 | 225.36K |
FTAI AviationSOLE | COM | 98.23K | SH | $24.07M 1.74% | 81.05K | 0.00 | 17.19K |
Global-E OnlineSOLE | COM | 762.30K | SH | $23.52M 1.70% | 681.73K | 0.00 | 80.57K |
Carpenter TechnologySOLE | COM | 57.18K | SH | $22.54M 1.63% | 46.43K | 0.00 | 10.75K |
RBC Bearings IncSOLE | COM | 39.50K | SH | $21.45M 1.56% | 32.75K | 0.00 | 6.75K |
iRhythm HoldingsSOLE | COM | 169.31K | SH | $19.98M 1.45% | 151.31K | 0.00 | 18K |
Apple Computer IncSOLE | COM | 78.09K | SH | $19.82M 1.44% | 78.09K | 0.00 | 0.00 |
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