13F HOLDINGS REPORT
NEXT CENTURY GROWTH INVESTORS LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001134007-25-000002
Total Value
$1.33B
Positions
130
Other Managers
1
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Paymentus Holdings | PAY | 1,287,824 | $42.1M | 3.15% |
| 2 | Par Technology | PAR | 518,554 | $37.7M | 2.82% |
| 3 | Grid Dynamics Holdings Inc. | GDYN | 1,622,226 | $36.1M | 2.70% |
| 4 | Vericel Corp | VCEL | 525,816 | $28.9M | 2.16% |
| 5 | ACV Auctions | ACVA | 1,320,228 | $28.5M | 2.14% |
| 6 | Saia Inc | SAIA | 57,772 | $26.3M | 1.97% |
| 7 | Universal Technical Institute | UTI | 991,752 | $25.5M | 1.91% |
| 8 | Astronics Corp | ATROB | 1,537,925 | $24.5M | 1.84% |
| 9 | Paycor HCM | 70435P102 | 1,298,113 | $24.1M | 1.81% |
| 10 | GeneDx Holding Corp | WGSWW | 312,014 | $24.0M | 1.80% |
| 11 | Procept Biorobotics | PRCT | 286,937 | $23.1M | 1.73% |
| 12 | Veracyte Inc | VCYT | 577,684 | $22.9M | 1.71% |
| 13 | MYR Group Inc | MYRG | 151,610 | $22.6M | 1.69% |
| 14 | Q2 Holdings | QTWO | 208,668 | $21.0M | 1.57% |
| 15 | RBC Bearings Inc | RBC | 65,589 | $19.6M | 1.47% |
| 16 | Global-E Online | GLBE | 358,075 | $19.5M | 1.46% |
| 17 | Agilysys | AGYS | 146,445 | $19.3M | 1.45% |
| 18 | Quinstreet Inc | QNST | 819,630 | $18.9M | 1.42% |
| 19 | MACOM Technology Solutions Hol | 55405Y100 | 144,367 | $18.8M | 1.41% |
| 20 | Apple Computer Inc | AAPL | 74,141 | $18.6M | 1.39% |
| 21 | Exlservice Holdings Inc. | EXLS | 416,567 | $18.5M | 1.39% |
| 22 | Sterling Infrastruture | STRL | 108,472 | $18.3M | 1.37% |
| 23 | Ollie's Bargain Outlet | 681116109 | 162,136 | $17.8M | 1.33% |
| 24 | Aaon Inc | AAON | 149,467 | $17.6M | 1.32% |
| 25 | Microsoft Corp. | MSFT | 41,404 | $17.5M | 1.31% |
| 26 | Vertex Inc | VERX | 326,997 | $17.4M | 1.31% |
| 27 | Nvidia Corporation | NVDA | 126,756 | $17.0M | 1.28% |
| 28 | Cushman and Wakefield | CWK | 1,267,607 | $16.6M | 1.24% |
| 29 | FTAI Aviation | FTAIN | 112,009 | $16.1M | 1.21% |
| 30 | Innodata Inc | INOD | 403,289 | $15.9M | 1.19% |
| 31 | Coherent Corp | COHR | 167,867 | $15.9M | 1.19% |
| 32 | Alkami Technology | ALKT | 421,623 | $15.5M | 1.16% |
| 33 | Kinsale Capital Group | 49714P108 | 32,974 | $15.3M | 1.15% |
| 34 | Artivion Inc | AORT | 492,653 | $14.1M | 1.06% |
| 35 | Dutch Bros Inc | BROS | 267,309 | $14.0M | 1.05% |
| 36 | Lattice Semiconductor Corp | LSCC | 244,017 | $13.8M | 1.04% |
| 37 | Flywire Corporation | FLYW | 664,779 | $13.7M | 1.03% |
| 38 | Freshpet | FRPT | 92,435 | $13.7M | 1.03% |
| 39 | Limbach Holdings | LMB | 156,350 | $13.4M | 1.00% |
| 40 | Natera Inc | NTRA | 84,362 | $13.4M | 1.00% |
| 41 | Hexcel Corp | 428291108 | 203,096 | $12.7M | 0.95% |
| 42 | Amazon.Com | AMZN | 57,658 | $12.6M | 0.95% |
| 43 | Western Alliance Bancorp | WAL-PA | 150,029 | $12.5M | 0.94% |
| 44 | Waystar Holdings | WAY | 326,592 | $12.0M | 0.90% |
| 45 | Alignment Healthcare | ALHC | 1,018,045 | $11.5M | 0.86% |
| 46 | Pegasystems | PEGA | 116,439 | $10.9M | 0.81% |
| 47 | Lincoln Educational Services | 533535100 | 664,148 | $10.5M | 0.79% |
| 48 | Carpenter Technology | CRS | 61,458 | $10.4M | 0.78% |
| 49 | Avepoint Inc | AVPT | 608,340 | $10.0M | 0.75% |
| 50 | SimilarWeb | SMWB | 699,128 | $9.9M | 0.74% |
| 51 | Alphabet Inc-Cl A | GOOG | 51,939 | $9.8M | 0.74% |
| 52 | Xometry Inc | XMTR | 225,899 | $9.6M | 0.72% |
| 53 | Byline Bancorp | BY | 330,983 | $9.6M | 0.72% |
| 54 | Pinnacle Financial | 72346Q104 | 82,712 | $9.5M | 0.71% |
| 55 | Kornit Digital Ltd | KRNT | 303,497 | $9.4M | 0.70% |
| 56 | Loar Holdings | LOAR | 123,825 | $9.2M | 0.69% |
| 57 | Knight-Swift Transportation Ho | 499049104 | 170,466 | $9.0M | 0.68% |
| 58 | Alphatec Holdings Inc | ATEC | 982,093 | $9.0M | 0.68% |
| 59 | Intapp | INTA | 137,177 | $8.8M | 0.66% |
| 60 | Wingstop | WING | 29,131 | $8.3M | 0.62% |
| 61 | Biolife Solutions | BLFS | 310,658 | $8.1M | 0.60% |
| 62 | Meta Platforms, Inc. | META | 13,424 | $7.9M | 0.59% |
| 63 | Guidewire Software | GWRE | 45,944 | $7.7M | 0.58% |
| 64 | SEMrush Holdings | SEMR | 646,706 | $7.7M | 0.58% |
| 65 | Credo Technology Group Holding | CRDO | 114,066 | $7.7M | 0.57% |
| 66 | Tesla Motors Inc | TSLA | 18,931 | $7.6M | 0.57% |
| 67 | Great Lakes Dredge & Doc | GLDD | 667,465 | $7.5M | 0.56% |
| 68 | Mama's Creations | 56146T103 | 945,509 | $7.5M | 0.56% |
| 69 | Cyberark Software | M2682V108 | 22,194 | $7.4M | 0.55% |
| 70 | Tandem Diabetes Care | TNDM | 201,839 | $7.3M | 0.54% |
| 71 | HealthEquity | HQY | 75,521 | $7.2M | 0.54% |
| 72 | On Holdings AG | H5919C104 | 132,169 | $7.2M | 0.54% |
| 73 | StandardAero Inc | SARO | 277,482 | $6.9M | 0.51% |
| 74 | Clearwater Analytics Holdings | CWAN | 246,841 | $6.8M | 0.51% |
| 75 | Mirum Pharmaceuticals | MIRM | 164,252 | $6.8M | 0.51% |
| 76 | ELF Beauty | ELF | 53,920 | $6.8M | 0.51% |
| 77 | Blend Labs | BLND | 1,497,871 | $6.3M | 0.47% |
| 78 | Castle Biosciences | CSTL | 235,214 | $6.3M | 0.47% |
| 79 | Paylocity Corp | PCTY | 30,239 | $6.0M | 0.45% |
| 80 | RxSight Inc | RXST | 170,899 | $5.9M | 0.44% |
| 81 | OneStream | OS | 205,933 | $5.9M | 0.44% |
| 82 | Weave Communications | WEAV | 358,931 | $5.7M | 0.43% |
| 83 | Goosehead Insurance | GSHD | 53,016 | $5.7M | 0.43% |
| 84 | Boeing Co | BA-PA | 32,015 | $5.7M | 0.42% |
| 85 | Skyward Specialy Insurance Gro | 830940102 | 111,974 | $5.7M | 0.42% |
| 86 | Bowhead Specialty Holdings | BOW | 157,977 | $5.6M | 0.42% |
| 87 | ServiceNow Inc | NOW | 5,254 | $5.6M | 0.42% |
| 88 | Arcbest Corporation | ARCB | 59,189 | $5.5M | 0.41% |
| 89 | Kura Sushi USA | KRUS | 60,485 | $5.5M | 0.41% |
| 90 | Ceribell | CBLL | 204,760 | $5.3M | 0.40% |
| 91 | Costco Wholesale Corp | 22160K105 | 5,710 | $5.2M | 0.39% |
| 92 | Marten Transport | MRTN | 315,760 | $4.9M | 0.37% |
| 93 | Neogenomics Inc | NEO | 293,392 | $4.8M | 0.36% |
| 94 | Care Dx | CDNA | 219,747 | $4.7M | 0.35% |
| 95 | M-Tron Industries | 55380K109 | 94,155 | $4.6M | 0.34% |
| 96 | Goldman Sachs Group Com | GSCE | 7,528 | $4.3M | 0.32% |
| 97 | Quanta Services | 74762E102 | 13,371 | $4.2M | 0.32% |
| 98 | Harrow | HROW | 125,520 | $4.2M | 0.32% |
| 99 | Advanced Micro Devices | AMD | 34,312 | $4.1M | 0.31% |
| 100 | Orion Group Holdings | ORN | 552,364 | $4.0M | 0.30% |
| 101 | Bridgewater Bancshares | BWBBP | 295,288 | $4.0M | 0.30% |
| 102 | Netflix.com | NFLX | 4,370 | $3.9M | 0.29% |
| 103 | Howmet Aerospace | HWM | 33,075 | $3.6M | 0.27% |
| 104 | Intuitive Surgical Inc. | ISRG | 6,890 | $3.6M | 0.27% |
| 105 | TWFG Inc | TWFG | 108,114 | $3.3M | 0.25% |
| 106 | Vertiv Holdings | VRT | 29,176 | $3.3M | 0.25% |
| 107 | Visa Inc | V | 9,425 | $3.0M | 0.22% |
| 108 | Arteris | AIP | 278,578 | $2.8M | 0.21% |
| 109 | Arq Inc | ARQ | 374,726 | $2.8M | 0.21% |
| 110 | Docebo Inc | DCBO | 62,745 | $2.8M | 0.21% |
| 111 | Applovin | APP | 8,573 | $2.8M | 0.21% |
| 112 | Mastercard Inc | MA | 5,029 | $2.6M | 0.20% |
| 113 | Progressive Corp | 743315103 | 11,032 | $2.6M | 0.20% |
| 114 | Shopify Inc | SHOP | 24,783 | $2.6M | 0.20% |
| 115 | Arm Holdings | 042068205 | 16,903 | $2.1M | 0.16% |
| 116 | Tyler Technologies | TYL | 3,433 | $2.0M | 0.15% |
| 117 | Crowdstrike Holdings Inc | CRWD | 5,770 | $2.0M | 0.15% |
| 118 | Boston Scientific Corp | BSX | 20,422 | $1.8M | 0.14% |
| 119 | Palo Alto Networks | PANW | 10,000 | $1.8M | 0.14% |
| 120 | PDF Solution | PDFS | 65,685 | $1.8M | 0.13% |
| 121 | Chipotle Mexican Grill | CMG | 28,539 | $1.7M | 0.13% |
| 122 | Cadence Design Sys Inc | CDNS | 5,654 | $1.7M | 0.13% |
| 123 | Toast | TOST | 45,470 | $1.7M | 0.12% |
| 124 | The Trade Desk | 88339J105 | 14,033 | $1.6M | 0.12% |
| 125 | Potbelly Corporation | 73754Y100 | 155,316 | $1.5M | 0.11% |
| 126 | Axon Enterprise | AXON | 2,215 | $1.3M | 0.10% |
| 127 | Smith Douglas Homes | SDHC | 44,383 | $1.1M | 0.09% |
| 128 | Symbotic Inc | SYM | 45,582 | $1.1M | 0.08% |
| 129 | Costar Group Inc | CSGP | 13,506 | $966,894 | 0.07% |
| 130 | SI-BONE Inc | SIBN | 1,295 | $18,155 | 0.00% |