# NEXT CENTURY GROWTH INVESTORS LLC: Form 13F holdings

An institutional investment manager in PLYMOUTH, MN. SEC CIK 1134007.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.89bn
- Positions: 113 (113 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1134007/000113400726000006/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Xometry Inc (XMTR)](/companies/xmtr.md) | COM | $69.8m | 3.7% | 723,351 |  | Reduced −64,079 |
| [Ligand Pharmaceuticals (LGND)](/companies/lgnd.md) | COM | $62.8m | 3.3% | 198,542 |  | Added +102,666 |
| [Alignment Healthcare (ALHC)](/companies/alhc.md) | COM | $60.4m | 3.2% | 2,537,598 |  | Added +275,522 |
| [Astronics Corp (ATRO)](/companies/atro.md) | COM | $60.4m | 3.2% | 743,086 |  | Reduced −43,231 |
| [Lincoln Educational Services (LINC)](/companies/linc.md) | COM | $58.7m | 3.1% | 1,175,462 |  | Added +134,860 |
| [Mirum Pharmaceuticals (MIRM)](/companies/mirm.md) | COM | $49.2m | 2.6% | 420,213 |  | Added +34,674 |
| [BillionToOne (BLLN)](/companies/blln.md) | COM | $43.7m | 2.3% | 364,467 |  | Added +273,903 |
| Global-E Online | COM | $40.7m | 2.2% | 1,171,927 |  | Added +409,627 |
| [Universal Technical Institute (UTI)](/companies/uti.md) | COM | $40.6m | 2.2% | 949,379 |  | Reduced −5,723 |
| [Axogen Inc (AXGN)](/companies/axgn.md) | COM | $40.3m | 2.1% | 872,546 |  | Added +6,583 |
| [Aehr Test Systems (AEHR)](/companies/aehr.md) | COM | $39.5m | 2.1% | 410,731 |  | Reduced −344,006 |
| [Agilysys (AGYS)](/companies/agys.md) | COM | $38.3m | 2.0% | 366,052 |  | Added +205,562 |
| [MYR Group Inc (MYRG)](/companies/myrg.md) | COM | $36.8m | 2.0% | 73,541 |  | Reduced −56,038 |
| [Park AeroSpace (PKE)](/companies/pke.md) | COM | $36.5m | 1.9% | 957,571 |  | Added +285,403 |
| [Mama's Creations (MAMA)](/companies/mama.md) | COM | $35.5m | 1.9% | 1,990,717 |  | Added +244,409 |
| [IPG Photonics Corp (IPGP)](/companies/ipgp.md) | COM | $31.8m | 1.7% | 270,752 |  | New +270,752 |
| [Saia Inc (SAIA)](/companies/saia.md) | COM | $31.8m | 1.7% | 75,418 |  | Added +34,267 |
| [Ultra Clean Holdings (UCTT)](/companies/uctt.md) | COM | $31.4m | 1.7% | 220,115 |  | Reduced −60,428 |
| [RBC  Bearings Inc (RBC)](/companies/rbc.md) | COM | $30.6m | 1.6% | 47,561 |  | Added +8,063 |
| [Guardant Health (GH)](/companies/gh.md) | COM | $30.1m | 1.6% | 200,672 |  | Added +173,705 |
| FTAI Aviation | COM | $28.9m | 1.5% | 106,992 |  | Added +8,757 |
| [Knight-Swift Transportation Ho (KNX)](/companies/knx.md) | COM | $28.9m | 1.5% | 370,809 |  | Added +213,318 |
| [Almonty Industries (ALM)](/companies/alm.md) | COM | $28.8m | 1.5% | 1,740,455 |  | Reduced −78,669 |
| [Innodata Inc (INOD)](/companies/inod.md) | COM | $27.6m | 1.5% | 365,746 |  | Reduced −2,656 |
| [Vericel Corp (VCEL)](/companies/vcel.md) | COM | $27.3m | 1.4% | 612,584 |  | Added +459,805 |
| [Forgent Power Solutions (FPS)](/companies/fps.md) | COM | $25.7m | 1.4% | 460,047 |  | Added +170,247 |
| [Covenant Logistics Group (CVLG)](/companies/cvlg.md) | COM | $24.4m | 1.3% | 551,906 |  | Added +257,038 |
| [MACOM Technology Solutions Hol (MTSI)](/companies/mtsi.md) | COM | $24.3m | 1.3% | 63,773 |  | Reduced −66,483 |
| [Carpenter Technology (CRS)](/companies/crs.md) | COM | $23.7m | 1.3% | 38,489 |  | Reduced −18,690 |
| [Nvidia Corporation (NVDA)](/companies/nvda.md) | COM | $22.6m | 1.2% | 113,187 |  | Reduced −36 |
| [iRhythm Holdings (IRTC)](/companies/irtc.md) | COM | $22.3m | 1.2% | 187,064 |  | Added +17,758 |
| [Sterling Infrastruture (STRL)](/companies/strl.md) | COM | $22.0m | 1.2% | 26,209 |  | Reduced −41,198 |
| [Lattice Semiconductor Corp (LSCC)](/companies/lscc.md) | COM | $21.4m | 1.1% | 139,866 |  | Reduced −139,734 |
| [Alphabet Inc-Cl A (GOOGL)](/companies/googl.md) | COM | $21.3m | 1.1% | 59,493 |  | Added +20,649 |
| [Arteris (AIP)](/companies/aip.md) | COM | $21.2m | 1.1% | 437,179 |  | Reduced −152,406 |
| JFrog | COM | $21.0m | 1.1% | 230,703 |  | Added +51,829 |
| [Heartflow (HTFL)](/companies/htfl.md) | COM | $19.7m | 1.0% | 671,404 |  | Added +18,435 |
| [Paymentus Holdings (PAY)](/companies/pay.md) | COM | $18.7m | 1.0% | 772,520 |  | Reduced −385,833 |
| [Sitime Corp (SITM)](/companies/sitm.md) | COM | $17.8m | 0.9% | 23,825 |  | Reduced −26,159 |
| [Silvaco Group (SVCO)](/companies/svco.md) | COM | $17.4m | 0.9% | 1,260,902 |  | Added +428,999 |
| DPC Holdings | COM | $17.0m | 0.9% | 347,007 |  | New +347,007 |
| [Orion Group Holdings (ORN)](/companies/orn.md) | COM | $16.6m | 0.9% | 988,549 |  | Added +331,635 |
| [Braze Inc (BRZE)](/companies/brze.md) | COM | $16.2m | 0.9% | 747,301 |  | New +747,301 |
| Ichor Holdings | COM | $16.0m | 0.8% | 142,610 |  | Reduced −44,395 |
| Biolife Solutions | COM | $15.8m | 0.8% | 558,829 |  | Added +196,889 |
| [Ouster Inc (OUST)](/companies/oust.md) | COM | $15.8m | 0.8% | 252,227 |  | New +252,227 |
| [Frequency Electronics (FEIM)](/companies/feim.md) | COM | $15.3m | 0.8% | 230,728 |  | Added +14,354 |
| [Apple Computer Inc (AAPL)](/companies/aapl.md) | COM | $15.0m | 0.8% | 51,841 |  | Reduced −26,246 |
| [Dutch Bros Inc (BROS)](/companies/bros.md) | COM | $14.6m | 0.8% | 203,529 |  | Reduced −129,299 |
| [Tactile Systems (TCMD)](/companies/tcmd.md) | COM | $14.3m | 0.8% | 480,207 |  | Added +52,048 |
| [Aaon Inc (AAON)](/companies/aaon.md) | COM | $14.0m | 0.7% | 110,031 |  | Added +1,496 |
| [Adaptive Biotechnologies (ADPT)](/companies/adpt.md) | COM | $13.1m | 0.7% | 609,830 |  | Added +105,484 |
| [DigitalOcean Holdings (DOCN)](/companies/docn.md) | COM | $12.5m | 0.7% | 79,607 |  | New +79,607 |
| [M-Tron Industries (MPTI)](/companies/mpti.md) | COM | $12.3m | 0.7% | 124,173 |  | Added +15,953 |
| [Marten Transport (MRTN)](/companies/mrtn.md) | COM | $12.1m | 0.6% | 699,305 |  | Added +280,934 |
| [MaxLinear (MXL)](/companies/mxl.md) | COM | $12.0m | 0.6% | 93,598 |  | New +93,598 |
| Kestra Medical Technology | COM | $11.7m | 0.6% | 458,505 |  | Added +947 |
| [Astronics Corp Cl-B (ATRO)](/companies/atro.md) | COM | $11.6m | 0.6% | 152,050 |  | New +152,050 |
| [Broadcom (AVGO)](/companies/avgo.md) | COM | $11.2m | 0.6% | 29,740 |  | Reduced −1,527 |
| [BackBlaze Inc (BLZE)](/companies/blze.md) | COM | $10.9m | 0.6% | 687,498 |  | New +687,498 |
| [Modine Manufacturing (MOD)](/companies/mod.md) | COM | $10.9m | 0.6% | 40,689 |  | Reduced −9,534 |
| [Willdan Group Inc (WLDN)](/companies/wldn.md) | COM | $10.0m | 0.5% | 126,407 |  | New +126,407 |
| [Velo3D Inc (VELO)](/companies/velo.md) | COM | $9.7m | 0.5% | 553,356 |  | New +553,356 |
| [SI-BONE Inc (SIBN)](/companies/sibn.md) | COM | $9.6m | 0.5% | 585,289 |  | Added +201,331 |
| [Loar Holdings (LOAR)](/companies/loar.md) | COM | $9.4m | 0.5% | 116,817 |  | Reduced −8,121 |
| [GE Aerospace (GE)](/companies/ge.md) | COM | $8.7m | 0.5% | 23,404 |  | Added +7,577 |
| [Equipmentshare.com (EQPT)](/companies/eqpt.md) | COM | $8.4m | 0.4% | 429,623 |  | Added +202,649 |
| [Microsoft Corp. (MSFT)](/companies/msft.md) | COM | $8.2m | 0.4% | 21,862 |  | Reduced −8,142 |
| [Karman Holdings (KRMN)](/companies/krmn.md) | COM | $8.1m | 0.4% | 162,015 |  | Reduced −9,188 |
| [Applied Materials (AMAT)](/companies/amat.md) | COM | $7.9m | 0.4% | 10,860 |  | Reduced −2,507 |
| [Goldman Sachs Group Com (GS)](/companies/gs.md) | COM | $7.7m | 0.4% | 7,625 |  | Reduced −2 |
| [StandardAero Inc (SARO)](/companies/saro.md) | COM | $7.5m | 0.4% | 251,383 |  | Reduced −11,613 |
| [Graham Corp (GHM)](/companies/ghm.md) | COM | $7.5m | 0.4% | 60,499 |  | New +60,499 |
| [Applied Optoelectronics (AAOI)](/companies/aaoi.md) | COM | $7.4m | 0.4% | 49,989 |  | Reduced −270,742 |
| [Howmet Aerospace (HWM)](/companies/hwm.md) | COM | $7.1m | 0.4% | 26,283 |  | Reduced −8 |
| [MP Materials Corp (MP)](/companies/mp.md) | COM | $6.9m | 0.4% | 122,580 |  | Reduced −5,663 |
| [Bridgewater Bancshares (BWB)](/companies/bwb.md) | COM | $6.7m | 0.4% | 318,380 |  | Reduced −15,174 |
| [Crowdstrike Holdings Inc (CRWD)](/companies/crwd.md) | COM | $6.7m | 0.4% | 8,735 |  | Reduced −3 |
| [Terex Corp (TEX)](/companies/tex.md) | COM | $6.2m | 0.3% | 85,033 |  | Reduced −23,969 |
| [Once Upon A Farm (OFRM)](/companies/ofrm.md) | COM | $6.1m | 0.3% | 296,084 |  | Added +58,025 |
| [Advanced Micro Devices (AMD)](/companies/amd.md) | COM | $5.9m | 0.3% | 10,218 |  | Reduced −2,649 |
| [Vertiv Holdings (VRT)](/companies/vrt.md) | COM | $5.5m | 0.3% | 16,501 |  | Reduced −15,780 |
| [Ollie's Bargain Outlet (OLLI)](/companies/olli.md) | COM | $5.4m | 0.3% | 69,625 |  | Reduced −63,175 |
| [Caterpillar (CAT)](/companies/cat.md) | COM | $5.3m | 0.3% | 4,932 |  | Reduced −2,062 |
| [Planet Labs PBC (PL)](/companies/pl.md) | COM | $5.0m | 0.3% | 151,686 |  | Reduced −129,847 |
| [Kopin Corp (KOPN)](/companies/kopn.md) | COM | $4.8m | 0.3% | 1,071,652 |  | Added +834,345 |
| [Shopify Inc (SHOP)](/companies/shop.md) | COM | $4.5m | 0.2% | 39,505 |  | Added +15,051 |
| [Meta Platforms, Inc. (META)](/companies/meta.md) | COM | $4.3m | 0.2% | 7,653 |  | Reduced −1,378 |
| [Visa Inc (V)](/companies/v.md) | COM | $4.3m | 0.2% | 12,553 |  | Reduced −3 |
| [Boost Run Inc (BRUN)](/companies/brun.md) | COM | $4.1m | 0.2% | 105,506 |  | New +105,506 |
| [Glaukos Corporation (GKOS)](/companies/gkos.md) | COM | $4.0m | 0.2% | 28,765 |  | New +28,765 |
| [CAVA Group (CAVA)](/companies/cava.md) | COM | $4.0m | 0.2% | 51,018 |  | Reduced −40,977 |
| [Unusual Machines (UMAC)](/companies/umac.md) | COM | $3.9m | 0.2% | 176,254 |  | New +176,254 |
| [GE Vernova (GEV)](/companies/gev.md) | COM | $3.8m | 0.2% | 3,276 |  | Reduced −2,426 |
| [Quanta Services (PWR)](/companies/pwr.md) | COM | $3.8m | 0.2% | 5,291 |  | Reduced −2 |
| [Robinhood Markets (HOOD)](/companies/hood.md) | COM | $3.6m | 0.2% | 36,151 |  | Reduced −9 |
| [Coherent Corp (COHR)](/companies/cohr.md) | COM | $3.3m | 0.2% | 8,418 |  | Reduced −101,581 |
| [Axon Enterprise (AXON)](/companies/axon.md) | COM | $2.8m | 0.2% | 5,053 |  | Reduced −4,096 |
| [Evolv Technologies (EVLV)](/companies/evlv.md) | COM | $2.8m | 0.1% | 485,360 |  | Reduced −321,961 |
| [Roku Inc (ROKU)](/companies/roku.md) | COM | $2.8m | 0.1% | 20,254 |  | Reduced −5 |
| [Insmed Inc (INSM)](/companies/insm.md) | COM | $2.8m | 0.1% | 26,159 |  | Reduced −8 |
| Seagate Technology Holdings | COM | $2.8m | 0.1% | 2,880 |  | Reduced −1,843 |
| [Limbach Holdings (LMB)](/companies/lmb.md) | COM | $2.8m | 0.1% | 36,002 |  | Reduced −1,755 |
| ASML Holding | COM | $2.7m | 0.1% | 1,349 |  | New +1,349 |
| [Mastercard Inc (MA)](/companies/ma.md) | COM | $2.6m | 0.1% | 5,026 |  | Reduced −1 |
| [Arista Networks (ANET)](/companies/anet.md) | COM | $2.5m | 0.1% | 14,952 |  | New +14,952 |
| [Amazon.Com (AMZN)](/companies/amzn.md) | COM | $2.4m | 0.1% | 9,954 |  | Reduced −23,983 |
| [Tesla Motors Inc (TSLA)](/companies/tsla.md) | COM | $2.3m | 0.1% | 5,436 |  | Reduced −5,127 |
| [Marvell Technology (MRVL)](/companies/mrvl.md) | COM | $2.2m | 0.1% | 7,539 |  | New +7,539 |
| [Costco Wholesale Corp (COST)](/companies/cost.md) | COM | $2.1m | 0.1% | 2,203 |  | Reduced −1 |
| [Applovin (APP)](/companies/app.md) | COM | $2.0m | 0.1% | 3,857 |  | Reduced −1,042 |
| [Bloom Energy Corp (BE)](/companies/be.md) | COM | $1.8m | <0.1% | 5,832 |  | Reduced −38,866 |
| [Legacy Education (LGCY)](/companies/lgcy.md) | COM | $723.0k | <0.1% | 61,479 |  | New +61,479 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ADMA Biologics (ADMA)](/companies/adma.md) | COM | $0 | 0.0% | 0 |  | Sold out −774,436 |
| [Alphatec Holdings Inc (ATEC)](/companies/atec.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,370,377 |
| [Applied Digital Corp (APLD)](/companies/apld.md) | COM | $0 | 0.0% | 0 |  | Sold out −431,900 |
| [Artivion Inc (AORT)](/companies/aort.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,023,701 |
| [Carvana (CVNA)](/companies/cvna.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,512 |
| [Celsius Holdings (CELH)](/companies/celh.md) | COM | $0 | 0.0% | 0 |  | Sold out −277,288 |
| [Centrus Energy Corp (LEU)](/companies/leu.md) | COM | $0 | 0.0% | 0 |  | Sold out −14,163 |
| [Kinsale Capital Group (KNSL)](/companies/knsl.md) | COM | $0 | 0.0% | 0 |  | Sold out −9,606 |
| [Legence Corp (LGN)](/companies/lgn.md) | COM | $0 | 0.0% | 0 |  | Sold out −238,114 |
| [Palantir Technologies (PLTR)](/companies/pltr.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,902 |
| [Pegasystems (PEGA)](/companies/pega.md) | COM | $0 | 0.0% | 0 |  | Sold out −82,077 |
| [Terawulf Inc (WULF)](/companies/wulf.md) | COM | $0 | 0.0% | 0 |  | Sold out −694,476 |
| [Transmedics Group Inc (TMDX)](/companies/tmdx.md) | COM | $0 | 0.0% | 0 |  | Sold out −96,445 |
| [Waystar Holdings (WAY)](/companies/way.md) | COM | $0 | 0.0% | 0 |  | Sold out −216,616 |
| [Wingstop (WING)](/companies/wing.md) | COM | $0 | 0.0% | 0 |  | Sold out −14,717 |
| [York Space Systems (YSS)](/companies/yss.md) | COM | $0 | 0.0% | 0 |  | Sold out −191,817 |
| [Zeta Global (ZETA)](/companies/zeta.md) | COM | $0 | 0.0% | 0 |  | Sold out −264,027 |

Source: SEC EDGAR, Form 13F-HR, accession 0001134007-26-000006. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.