NEXT CENTURY GROWTH INVESTORS LLC

PrivateCIK: 1134007

Location

PLYMOUTH, MN

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

% of voting shares92.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.59M

% 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

SOLE

COM

Shares786.32K

TypeSH

Market value$52.47M

3.80%

Sole

703.02K

Shared

0.00

None

83.30K

Lincoln Educational Services

SOLE

COM

Shares1.04M

TypeSH

Market value$42.33M

3.07%

Sole

963.89K

Shared

0.00

None

76.71K

Alignment Healthcare

SOLE

COM

Shares2.26M

TypeSH

Market value$39.86M

2.89%

Sole

2.03M

Shared

0.00

None

227.54K

Artivion Inc

SOLE

COM

Shares1.02M

TypeSH

Market value$37.49M

2.72%

Sole

925.58K

Shared

0.00

None

98.12K

MYR Group Inc

SOLE

COM

Shares129.58K

TypeSH

Market value$36.58M

2.65%

Sole

119.11K

Shared

0.00

None

10.47K

Mirum Pharmaceuticals

SOLE

COM

Shares385.54K

TypeSH

Market value$35.62M

2.58%

Sole

355.02K

Shared

0.00

None

30.52K

Universal Technical Institute

SOLE

COM

Shares955.10K

TypeSH

Market value$34.48M

2.50%

Sole

865.87K

Shared

0.00

None

89.23K

Xometry Inc

SOLE

COM

Shares787.43K

TypeSH

Market value$32.16M

2.33%

Sole

705.86K

Shared

0.00

None

81.57K

Paymentus Holdings

SOLE

COM

Shares1.16M

TypeSH

Market value$29.42M

2.13%

Sole

1.05M

Shared

0.00

None

106.54K

MACOM Technology Solutions Hol

SOLE

COM

Shares130.26K

TypeSH

Market value$28.93M

2.10%

Sole

107.24K

Shared

0.00

None

23.02K

Axogen Inc

SOLE

COM

Shares865.96K

TypeSH

Market value$28.69M

2.08%

Sole

779.65K

Shared

0.00

None

86.32K

Aehr Test Systems

SOLE

COM

Shares754.74K

TypeSH

Market value$27.99M

2.03%

Sole

684.18K

Shared

0.00

None

70.55K

Sterling Infrastruture

SOLE

COM

Shares67.41K

TypeSH

Market value$27.45M

1.99%

Sole

54.67K

Shared

0.00

None

12.73K

Applied Optoelectronics

SOLE

COM

Shares320.73K

TypeSH

Market value$27.13M

1.97%

Sole

302.96K

Shared

0.00

None

17.77K

Mama's Creations

SOLE

COM

Shares1.75M

TypeSH

Market value$26.79M

1.94%

Sole

1.64M

Shared

0.00

None

109.71K

Almonty Industries

SOLE

COM

Shares1.82M

TypeSH

Market value$26.34M

1.91%

Sole

1.67M

Shared

0.00

None

148.44K

Coherent Corp

SOLE

COM

Shares110K

TypeSH

Market value$26.20M

1.90%

Sole

91.74K

Shared

0.00

None

18.25K

Lattice Semiconductor Corp

SOLE

COM

Shares279.60K

TypeSH

Market value$25.94M

1.88%

Sole

226.98K

Shared

0.00

None

52.62K

Alphatec Holdings Inc

SOLE

COM

Shares2.37M

TypeSH

Market value$25.79M

1.87%

Sole

2.15M

Shared

0.00

None

225.36K

FTAI Aviation

SOLE

COM

Shares98.23K

TypeSH

Market value$24.07M

1.74%

Sole

81.05K

Shared

0.00

None

17.19K

Global-E Online

SOLE

COM

Shares762.30K

TypeSH

Market value$23.52M

1.70%

Sole

681.73K

Shared

0.00

None

80.57K

Carpenter Technology

SOLE

COM

Shares57.18K

TypeSH

Market value$22.54M

1.63%

Sole

46.43K

Shared

0.00

None

10.75K

RBC Bearings Inc

SOLE

COM

Shares39.50K

TypeSH

Market value$21.45M

1.56%

Sole

32.75K

Shared

0.00

None

6.75K

iRhythm Holdings

SOLE

COM

Shares169.31K

TypeSH

Market value$19.98M

1.45%

Sole

151.31K

Shared

0.00

None

18K

Apple Computer Inc

SOLE

COM

Shares78.09K

TypeSH

Market value$19.82M

1.44%

Sole

78.09K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Astronics CorpSOLE	COM	786.32K	SH	$52.47M 3.80%	703.02K	83.30K
Lincoln Educational ServicesSOLE	COM	1.04M	SH	$42.33M 3.07%	963.89K	76.71K
Alignment HealthcareSOLE	COM	2.26M	SH	$39.86M 2.89%	2.03M	227.54K
Artivion IncSOLE	COM	1.02M	SH	$37.49M 2.72%	925.58K	98.12K
MYR Group IncSOLE	COM	129.58K	SH	$36.58M 2.65%	119.11K	10.47K
Mirum PharmaceuticalsSOLE	COM	385.54K	SH	$35.62M 2.58%	355.02K	30.52K
Universal Technical InstituteSOLE	COM	955.10K	SH	$34.48M 2.50%	865.87K	89.23K
Xometry IncSOLE	COM	787.43K	SH	$32.16M 2.33%	705.86K	81.57K
Paymentus HoldingsSOLE	COM	1.16M	SH	$29.42M 2.13%	1.05M	106.54K
MACOM Technology Solutions HolSOLE	COM	130.26K	SH	$28.93M 2.10%	107.24K	23.02K
Axogen IncSOLE	COM	865.96K	SH	$28.69M 2.08%	779.65K	86.32K
Aehr Test SystemsSOLE	COM	754.74K	SH	$27.99M 2.03%	684.18K	70.55K
Sterling InfrastrutureSOLE	COM	67.41K	SH	$27.45M 1.99%	54.67K	12.73K
Applied OptoelectronicsSOLE	COM	320.73K	SH	$27.13M 1.97%	302.96K	17.77K
Mama's CreationsSOLE	COM	1.75M	SH	$26.79M 1.94%	1.64M	109.71K
Almonty IndustriesSOLE	COM	1.82M	SH	$26.34M 1.91%	1.67M	148.44K
Coherent CorpSOLE	COM	110K	SH	$26.20M 1.90%	91.74K	18.25K
Lattice Semiconductor CorpSOLE	COM	279.60K	SH	$25.94M 1.88%	226.98K	52.62K
Alphatec Holdings IncSOLE	COM	2.37M	SH	$25.79M 1.87%	2.15M	225.36K
FTAI AviationSOLE	COM	98.23K	SH	$24.07M 1.74%	81.05K	17.19K
Global-E OnlineSOLE	COM	762.30K	SH	$23.52M 1.70%	681.73K	80.57K
Carpenter TechnologySOLE	COM	57.18K	SH	$22.54M 1.63%	46.43K	10.75K
RBC Bearings IncSOLE	COM	39.50K	SH	$21.45M 1.56%	32.75K	6.75K
iRhythm HoldingsSOLE	COM	169.31K	SH	$19.98M 1.45%	151.31K	18K
Apple Computer IncSOLE	COM	78.09K	SH	$19.82M 1.44%	78.09K	0.00

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