NEXT CENTURY GROWTH INVESTORS LLC

Name: NEXT CENTURY GROWTH INVESTORS LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in PLYMOUTH, MN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1134007.

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Reported value$1.89bn
Positions113

Holdings: 113 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

NEXT CENTURY GROWTH INVESTORS LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Xometry IncXMTR	COM	98423F109	69.8	3.7%	723,351	Reduced−64,079
Ligand PharmaceuticalsLGND	COM	53220K504	62.8	3.3%	198,542	Added+102,666
Alignment HealthcareALHC	COM	01625V104	60.4	3.2%	2,537,598	Added+275,522
Astronics CorpATRO	COM	046433108	60.4	3.2%	743,086	Reduced−43,231
Lincoln Educational ServicesLINC	COM	533535100	58.7	3.1%	1,175,462	Added+134,860
Mirum PharmaceuticalsMIRM	COM	604749101	49.2	2.6%	420,213	Added+34,674
BillionToOneBLLN	COM	090168105	43.7	2.3%	364,467	Added+273,903
Global-E Online	COM	M5216V106	40.7	2.2%	1,171,927	Added+409,627
Universal Technical InstituteUTI	COM	913915104	40.6	2.2%	949,379	Reduced−5,723
Axogen IncAXGN	COM	05463X106	40.3	2.1%	872,546	Added+6,583
Aehr Test SystemsAEHR	COM	00760J108	39.5	2.1%	410,731	Reduced−344,006
AgilysysAGYS	COM	00847J105	38.3	2.0%	366,052	Added+205,562
MYR Group IncMYRG	COM	55405W104	36.8	2.0%	73,541	Reduced−56,038
Park AeroSpacePKE	COM	70014A104	36.5	1.9%	957,571	Added+285,403
Mama's CreationsMAMA	COM	56146T103	35.5	1.9%	1,990,717	Added+244,409
IPG Photonics CorpIPGP	COM	44980X109	31.8	1.7%	270,752	New+270,752
Saia IncSAIA	COM	78709Y105	31.8	1.7%	75,418	Added+34,267
Ultra Clean HoldingsUCTT	COM	90385V107	31.4	1.7%	220,115	Reduced−60,428
RBC Bearings IncRBC	COM	75524B104	30.6	1.6%	47,561	Added+8,063
Guardant HealthGH	COM	40131M109	30.1	1.6%	200,672	Added+173,705
FTAI Aviation	COM	G3730V105	28.9	1.5%	106,992	Added+8,757
Knight-Swift Transportation HoKNX	COM	499049104	28.9	1.5%	370,809	Added+213,318
Almonty IndustriesALM	COM	020398707	28.8	1.5%	1,740,455	Reduced−78,669
Innodata IncINOD	COM	457642205	27.6	1.5%	365,746	Reduced−2,656
Vericel CorpVCEL	COM	92346J108	27.3	1.4%	612,584	Added+459,805
Forgent Power SolutionsFPS	COM	34631F102	25.7	1.4%	460,047	Added+170,247
Covenant Logistics GroupCVLG	COM	22284P105	24.4	1.3%	551,906	Added+257,038
MACOM Technology Solutions HolMTSI	COM	55405Y100	24.3	1.3%	63,773	Reduced−66,483
Carpenter TechnologyCRS	COM	144285103	23.7	1.3%	38,489	Reduced−18,690
Nvidia CorporationNVDA	COM	67066G104	22.6	1.2%	113,187	Reduced−36
iRhythm HoldingsIRTC	COM	450056106	22.3	1.2%	187,064	Added+17,758
Sterling InfrastrutureSTRL	COM	859241101	22.0	1.2%	26,209	Reduced−41,198
Lattice Semiconductor CorpLSCC	COM	518415104	21.4	1.1%	139,866	Reduced−139,734
Alphabet Inc-Cl AGOOGL	COM	02079K305	21.3	1.1%	59,493	Added+20,649
ArterisAIP	COM	04302A104	21.2	1.1%	437,179	Reduced−152,406
JFrog	COM	M6191J100	21.0	1.1%	230,703	Added+51,829
HeartflowHTFL	COM	42238D107	19.7	1.0%	671,404	Added+18,435
Paymentus HoldingsPAY	COM	70439P108	18.7	1.0%	772,520	Reduced−385,833
Sitime CorpSITM	COM	82982T106	17.8	0.9%	23,825	Reduced−26,159
Silvaco GroupSVCO	COM	82728C102	17.4	0.9%	1,260,902	Added+428,999
DPC Holdings	COM	G2R11M108	17.0	0.9%	347,007	New+347,007
Orion Group HoldingsORN	COM	68628V308	16.6	0.9%	988,549	Added+331,635
Braze IncBRZE	COM	10576N102	16.2	0.9%	747,301	New+747,301
Ichor Holdings	COM	G4740B105	16.0	0.8%	142,610	Reduced−44,395
Biolife Solutions	COM	09062W204	15.8	0.8%	558,829	Added+196,889
Ouster IncOUST	COM	68989M202	15.8	0.8%	252,227	New+252,227
Frequency ElectronicsFEIM	COM	358010106	15.3	0.8%	230,728	Added+14,354
Apple Computer IncAAPL	COM	037833100	15.0	0.8%	51,841	Reduced−26,246
Dutch Bros IncBROS	COM	26701L100	14.6	0.8%	203,529	Reduced−129,299
Tactile SystemsTCMD	COM	87357P100	14.3	0.8%	480,207	Added+52,048
Aaon IncAAON	COM	000360206	14.0	0.7%	110,031	Added+1,496
Adaptive BiotechnologiesADPT	COM	00650F109	13.1	0.7%	609,830	Added+105,484
DigitalOcean HoldingsDOCN	COM	25402D102	12.5	0.7%	79,607	New+79,607
M-Tron IndustriesMPTI	COM	55380K109	12.3	0.7%	124,173	Added+15,953
Marten TransportMRTN	COM	573075108	12.1	0.6%	699,305	Added+280,934
MaxLinearMXL	COM	57776J100	12.0	0.6%	93,598	New+93,598
Kestra Medical Technology	COM	G52441105	11.7	0.6%	458,505	Added+947
Astronics Corp Cl-BATRO	COM	046433207	11.6	0.6%	152,050	New+152,050
BroadcomAVGO	COM	11135F101	11.2	0.6%	29,740	Reduced−1,527
BackBlaze IncBLZE	COM	05637B105	10.9	0.6%	687,498	New+687,498
Modine ManufacturingMOD	COM	607828100	10.9	0.6%	40,689	Reduced−9,534
Willdan Group IncWLDN	COM	96924N100	10.0	0.5%	126,407	New+126,407
Velo3D IncVELO	COM	92259N302	9.7	0.5%	553,356	New+553,356
SI-BONE IncSIBN	COM	825704109	9.6	0.5%	585,289	Added+201,331
Loar HoldingsLOAR	COM	53947R105	9.4	0.5%	116,817	Reduced−8,121
GE AerospaceGE	COM	369604301	8.7	0.5%	23,404	Added+7,577
Equipmentshare.comEQPT	COM	29445S100	8.4	0.4%	429,623	Added+202,649
Microsoft Corp.MSFT	COM	594918104	8.2	0.4%	21,862	Reduced−8,142
Karman HoldingsKRMN	COM	485924104	8.1	0.4%	162,015	Reduced−9,188
Applied MaterialsAMAT	COM	038222105	7.9	0.4%	10,860	Reduced−2,507
Goldman Sachs Group ComGS	COM	38141G104	7.7	0.4%	7,625	Reduced−2
StandardAero IncSARO	COM	85423L103	7.5	0.4%	251,383	Reduced−11,613
Graham CorpGHM	COM	384556106	7.5	0.4%	60,499	New+60,499
Applied OptoelectronicsAAOI	COM	03823U102	7.4	0.4%	49,989	Reduced−270,742
Howmet AerospaceHWM	COM	443201108	7.1	0.4%	26,283	Reduced−8
MP Materials CorpMP	COM	553368101	6.9	0.4%	122,580	Reduced−5,663
Bridgewater BancsharesBWB	COM	108621103	6.7	0.4%	318,380	Reduced−15,174
Crowdstrike Holdings IncCRWD	COM	22788C105	6.7	0.4%	8,735	Reduced−3
Terex CorpTEX	COM	880779103	6.2	0.3%	85,033	Reduced−23,969
Once Upon A FarmOFRM	COM	68237F108	6.1	0.3%	296,084	Added+58,025
Advanced Micro DevicesAMD	COM	007903107	5.9	0.3%	10,218	Reduced−2,649
Vertiv HoldingsVRT	COM	92537N108	5.5	0.3%	16,501	Reduced−15,780
Ollie's Bargain OutletOLLI	COM	681116109	5.4	0.3%	69,625	Reduced−63,175
CaterpillarCAT	COM	149123101	5.3	0.3%	4,932	Reduced−2,062
Planet Labs PBCPL	COM	72703X106	5.0	0.3%	151,686	Reduced−129,847
Kopin CorpKOPN	COM	500600101	4.8	0.3%	1,071,652	Added+834,345
Shopify IncSHOP	COM	82509L107	4.5	0.2%	39,505	Added+15,051
Meta Platforms, Inc.META	COM	30303M102	4.3	0.2%	7,653	Reduced−1,378
Visa IncV	COM	92826C839	4.3	0.2%	12,553	Reduced−3
Boost Run IncBRUN	COM	09940T100	4.1	0.2%	105,506	New+105,506
Glaukos CorporationGKOS	COM	377322102	4.0	0.2%	28,765	New+28,765
CAVA GroupCAVA	COM	148929102	4.0	0.2%	51,018	Reduced−40,977
Unusual MachinesUMAC	COM	91532F102	3.9	0.2%	176,254	New+176,254
GE VernovaGEV	COM	36828A101	3.8	0.2%	3,276	Reduced−2,426
Quanta ServicesPWR	COM	74762E102	3.8	0.2%	5,291	Reduced−2
Robinhood MarketsHOOD	COM	770700102	3.6	0.2%	36,151	Reduced−9
Coherent CorpCOHR	COM	19247G107	3.3	0.2%	8,418	Reduced−101,581
Axon EnterpriseAXON	COM	05464C101	2.8	0.2%	5,053	Reduced−4,096
Evolv TechnologiesEVLV	COM	30049H102	2.8	0.1%	485,360	Reduced−321,961
Roku IncROKU	COM	77543R102	2.8	0.1%	20,254	Reduced−5
Insmed IncINSM	COM	457669307	2.8	0.1%	26,159	Reduced−8
Seagate Technology Holdings	COM	G7997R103	2.8	0.1%	2,880	Reduced−1,843
Limbach HoldingsLMB	COM	53263P105	2.8	0.1%	36,002	Reduced−1,755
ASML Holding	COM	N07059210	2.7	0.1%	1,349	New+1,349
Mastercard IncMA	COM	57636Q104	2.6	0.1%	5,026	Reduced−1
Arista NetworksANET	COM	040413205	2.5	0.1%	14,952	New+14,952
Amazon.ComAMZN	COM	023135106	2.4	0.1%	9,954	Reduced−23,983
Tesla Motors IncTSLA	COM	88160R101	2.3	0.1%	5,436	Reduced−5,127
Marvell TechnologyMRVL	COM	573874104	2.2	0.1%	7,539	New+7,539
Costco Wholesale CorpCOST	COM	22160K105	2.1	0.1%	2,203	Reduced−1
ApplovinAPP	COM	03831W108	2.0	0.1%	3,857	Reduced−1,042
Bloom Energy CorpBE	COM	093712107	1.8	<0.1%	5,832	Reduced−38,866
Legacy EducationLGCY	COM	52474R207	0.7	<0.1%	61,479	New+61,479

Sold out: 17 positions

Held at the end of the quarter before and not reported this quarter.

NEXT CENTURY GROWTH INVESTORS LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
ADMA BiologicsADMA	COM	000899104	0.0%	Sold out−774,436
Alphatec Holdings IncATEC	COM	02081G201	0.0%	Sold out−2,370,377
Applied Digital CorpAPLD	COM	038169207	0.0%	Sold out−431,900
Artivion IncAORT	COM	228903100	0.0%	Sold out−1,023,701
CarvanaCVNA	COM	146869102	0.0%	Sold out−5,512
Celsius HoldingsCELH	COM	15118V207	0.0%	Sold out−277,288
Centrus Energy CorpLEU	COM	15643U104	0.0%	Sold out−14,163
Kinsale Capital GroupKNSL	COM	49714P108	0.0%	Sold out−9,606
Legence CorpLGN	COM	52476L109	0.0%	Sold out−238,114
Palantir TechnologiesPLTR	COM	69608A108	0.0%	Sold out−15,902
PegasystemsPEGA	COM	705573103	0.0%	Sold out−82,077
Terawulf IncWULF	COM	88080T104	0.0%	Sold out−694,476
Transmedics Group IncTMDX	COM	89377M109	0.0%	Sold out−96,445
Waystar HoldingsWAY	COM	946784105	0.0%	Sold out−216,616
WingstopWING	COM	974155103	0.0%	Sold out−14,717
York Space SystemsYSS	COM	987084100	0.0%	Sold out−191,817
Zeta GlobalZETA	COM	98956A105	0.0%	Sold out−264,027

Source: SEC EDGAR, Form 13F-HR, accession 0001134007-26-000006 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.