NEXT CENTURY GROWTH INVESTORS LLC

CIK 0001134007 • 6 13F filings • May 14, 2025 – Aug 14, 2026

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Filer information

Filed by: NEXT CENTURY GROWTH INVESTORS LLC, Operations
Address: TWO CARLSON PARKWAY, SUITE 125, PLYMOUTH, MN, 55447
Phone: 7635914490
AUM: $1.44B

AUM over time

$1.89B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $1.44B1 positionsView on SEC.gov

			% of Portfolio
Aaon Inc	COM	$10.6M	0.7%Prev: 0.8%	139,381 SH	Decreased+22,148 SH
Adaptive Biotechnologies	COM	$15.3M	1.1%	943,597 SH	New
ADMA Biologics	COM	$20.1M	1.4%Prev: 0.4%	1,100,773 SH	Increased+705,217 SH
Advanced Micro Devices	COM	$2.8M	0.2%	13,086 SH	New
Aehr Test Systems	COM	$11.2M	0.8%Prev: 0.6%	552,506 SH	Increased+276,160 SH
Aerovironment	COM	$6.5M	0.4%Prev: 0.6%	26,691 SH	Decreased+1,851 SH
Agilysys	COM	$9.9M	0.7%Prev: 0.6%	82,990 SH	Increased-331 SH
Alignment Healthcare	COM	$45.6M	3.2%Prev: 2.9%	2,308,287 SH	Increased+35,542 SH
Almonty Industries	COM	$16.3M	1.1%	1,855,260 SH	New
Alphabet Inc-Cl A	COM	$10.7M	0.7%Prev: 0.7%	34,294 SH	Increased-4,916 SH
Alphatec Holdings Inc	COM	$50.9M	3.5%Prev: 2.4%	2,418,298 SH	Increased+138,915 SH
Amazon.Com	COM	$11.9M	0.8%Prev: 0.8%	51,436 SH	Increased+13 SH
Apple Computer Inc	COM	$21.6M	1.5%Prev: 1.3%	79,402 SH	Increased+7,824 SH
Applied Digital Corp	COM	$19.5M	1.4%Prev: 1.0%	797,237 SH	Increased+187,044 SH
Applied Optoelectronics	COM	$16.2M	1.1%	465,288 SH	New
Applovin	COM	$5.5M	0.4%Prev: 0.4%	8,190 SH	Decreased-27 SH
Arteris	COM	$7.6M	0.5%Prev: 0.4%	493,367 SH	Increased-1,941 SH
Artivion Inc	COM	$47.6M	3.3%Prev: 3.2%	1,044,395 SH	Increased-4,091 SH
Astronics Corp	COM	$57.9M	4.0%Prev: 4.0%	1,067,612 SH	Increased-146,675 SH
Ategrity Specialty Holdings	COM	$3.0M	0.2%Prev: 0.3%	143,657 SH	Decreased-84,819 SH
Axogen Inc	COM	$26.2M	1.8%	799,882 SH	New
Axon Enterprise	COM	$3.7M	0.3%Prev: 0.2%	6,442 SH	Increased+2,716 SH
Beta Technologies	COM	$2.7M	0.2%	94,526 SH	New
BillionToOne	COM	$3.0M	0.2%	36,659 SH	New
Biolife Solutions	COM	$6.4M	0.4%Prev: 0.5%	262,971 SH	Decreased-1,034 SH
Black Rock Coffee Bar	COM	$3.6M	0.2%Prev: 0.3%	161,601 SH	Decreased+4,524 SH
Bloom Energy Corp	COM	$4.0M	0.3%Prev: 0.7%	45,776 SH	Decreased-67,766 SH
Boeing Co	COM	$2.4M	0.2%Prev: 0.5%	10,834 SH	Decreased-21,417 SH
Boston Scientific Corp	COM	$972K	0.1%Prev: 0.1%	10,198 SH	Decreased-9,046 SH
Bridgewater Bancshares	COM	$5.9M	0.4%Prev: 0.4%	339,012 SH	Decreased-1,335 SH
Broadcom	COM	$11.0M	0.8%Prev: 0.8%	31,792 SH	Increased-61 SH
Carpenter Technology	COM	$18.4M	1.3%Prev: 1.2%	58,555 SH	Increased-5,892 SH
Carvana	COM	$2.4M	0.2%Prev: 0.2%	5,604 SH	Increased+13 SH
Caterpillar	COM	$2.9M	0.2%Prev: 0.2%	5,026 SH	Increased-6 SH
Celsius Holdings	COM	$11.3M	0.8%Prev: 0.9%	247,930 SH	Decreased+27,326 SH
Centrus Energy Corp	COM	$8.1M	0.6%Prev: 0.5%	33,462 SH	Increased+12,037 SH
Coastal Financial Corp	COM	$20.4M	1.4%Prev: 0.6%	178,224 SH	Increased+100,731 SH
Coherent Corp	COM	$18.4M	1.3%Prev: 0.8%	99,517 SH	Increased-3,157 SH
Costco Wholesale Corp	COM	$1.9M	0.1%Prev: 0.4%	2,242 SH	Decreased-4,040 SH
Credo Technology Group Holding	COM	$10.1M	0.7%Prev: 0.9%	70,232 SH	Decreased-18,337 SH
Crowdstrike Holdings Inc	COM	$1.8M	0.1%Prev: 0.1%	3,828 SH	Increased+1,877 SH
Dutch Bros Inc	COM	$18.9M	1.3%Prev: 0.9%	308,910 SH	Increased+61,139 SH
Evolv Technologies	COM	$5.9M	0.4%Prev: 0.4%	820,478 SH	Increased+182,706 SH
Figure Technology Solutions	COM	$6.4M	0.4%	157,017 SH	New
Frequency Electronics	COM	$11.8M	0.8%Prev: 0.2%	219,463 SH	Increased+146,397 SH
FTAI Aviation	COM	$23.2M	1.6%Prev: 1.4%	117,912 SH	Increased+3,596 SH
GE Aerospace	COM	$5.4M	0.4%	17,533 SH	New
GE Vernova	COM	$4.2M	0.3%Prev: 0.2%	6,389 SH	Increased+2,202 SH
GeneDx Holdings	COM	$22.6M	1.6%	173,411 SH	New
Global-E Online	COM	$10.8M	0.7%Prev: 0.5%	274,708 SH	Increased+76,452 SH
Goldman Sachs Group Com	COM	$6.8M	0.5%Prev: 0.5%	7,754 SH	Increased-9 SH
Goosehead Insurance	COM	$1.9M	0.1%Prev: 0.3%	26,050 SH	Decreased-36,509 SH
Great Lakes Dredge & Doc	COM	$400K	0.0%Prev: 0.4%	30,520 SH	Decreased-416,301 SH
Guardant Health	COM	$1.9M	0.1%	18,484 SH	New
Guidewire Software	COM	$2.0M	0.1%Prev: 0.2%	9,943 SH	Decreased-1,658 SH
Howmet Aerospace	COM	$6.6M	0.5%Prev: 0.5%	32,122 SH	Increased-66 SH
Impinj Inc	COM	$3.0M	0.2%Prev: 1.4%	17,444 SH	Decreased-87,197 SH
Innodata Inc	COM	$18.6M	1.3%Prev: 1.0%	365,835 SH	Increased+189,488 SH
Insmed Inc	COM	$3.5M	0.2%Prev: 0.2%	20,301 SH	Increased+4,452 SH
iRhythm Holdings	COM	$30.7M	2.1%	172,838 SH	New
JFrog	COM	$22.4M	1.6%Prev: 0.9%	357,976 SH	Increased+84,037 SH
Karman Holdings	COM	$17.0M	1.2%Prev: 0.7%	232,320 SH	Increased+95,185 SH
Kestra Medical Technology	COM	$12.4M	0.9%Prev: 0.3%	465,845 SH	Increased+282,832 SH
Kinsale Capital Group	COM	$7.0M	0.5%Prev: 1.2%	17,833 SH	Decreased-21,941 SH
Lattice Semiconductor Corp	COM	$22.9M	1.6%Prev: 1.4%	310,945 SH	Increased+50,889 SH
Legence Corp	COM	$10.4M	0.7%Prev: 0.4%	242,045 SH	Increased+83,996 SH
Limbach Holdings	COM	$3.0M	0.2%Prev: 1.1%	38,381 SH	Decreased-117,020 SH
Lincoln Educational Services	COM	$19.1M	1.3%Prev: 1.3%	791,271 SH	Increased+31,370 SH
Loar Holdings	COM	$3.1M	0.2%Prev: 0.3%	46,036 SH	Decreased-181 SH
M-Tron Industries	COM	$5.8M	0.4%Prev: 0.4%	109,884 SH	Increased+22,834 SH
M-Tron Industries - Warrants	WT	$28K	0.0%Prev: 0.0%	27,967 SH	Decreased-42,382 SH
MACOM Technology Solutions Hol	COM	$21.5M	1.5%Prev: 1.5%	125,466 SH	Increased-39,947 SH
Mama's Creations	COM	$22.8M	1.6%Prev: 0.8%	1,691,395 SH	Increased+596,688 SH
Mastercard Inc	COM	$2.9M	0.2%Prev: 0.2%	5,113 SH	Increased+44 SH
Meta Platforms, Inc.	COM	$6.1M	0.4%Prev: 0.6%	9,183 SH	Decreased-1,744 SH
Microsoft Corp.	COM	$20.9M	1.5%Prev: 1.6%	43,212 SH	Decreased-73 SH
Mirum Pharmaceuticals	COM	$29.1M	2.0%Prev: 1.9%	368,035 SH	Increased+7,101 SH
MongoDB	COM	$3.8M	0.3%Prev: 0.2%	8,974 SH	Increased-3 SH
MP Materials Corp	COM	$6.6M	0.5%Prev: 1.0%	131,327 SH	Decreased-71,766 SH
MYR Group Inc	COM	$29.0M	2.0%Prev: 2.5%	132,496 SH	Decreased-32,521 SH
Netskope	COM	$10.1M	0.7%Prev: 0.5%	578,365 SH	Increased+269,283 SH
Nvidia Corporation	COM	$23.2M	1.6%Prev: 1.7%	124,203 SH	Decreased-3,574 SH
Ollie's Bargain Outlet	COM	$9.3M	0.6%Prev: 1.6%	85,167 SH	Decreased-82,786 SH
Optimizerx Corp	COM	$6.2M	0.4%Prev: 0.3%	505,407 SH	Increased+294,688 SH
Oracle Corporation	COM	$2.2M	0.2%Prev: 0.2%	11,385 SH	Decreased-17 SH
Orion Group Holdings	COM	$6.6M	0.5%Prev: 0.4%	667,654 SH	Increased-2,762 SH
Owlet Inc	COM	$7.9M	0.5%Prev: 0.3%	484,908 SH	Increased+75,408 SH
Pagaya Technologies	COM	$5.9M	0.4%Prev: 1.4%	283,680 SH	Decreased-376,928 SH
Park AeroSpace	COM	$11.2M	0.8%Prev: 0.4%	526,054 SH	Increased+253,508 SH
Paymentus Holdings	COM	$37.3M	2.6%Prev: 2.6%	1,181,624 SH	Increased+14,786 SH
Pegasystems	COM	$7.0M	0.5%	116,666 SH	New
Penumbra	COM	$14.9M	1.0%Prev: 1.0%	47,830 SH	Increased-4,098 SH
Personalis Inc	COM	$5.0M	0.3%	624,363 SH	New
Phathom Pharmaceuticals	COM	$6.5M	0.5%	393,774 SH	New
Planet Labs PBC	COM	$21.0M	1.5%Prev: 1.7%	1,065,166 SH	Decreased-712,365 SH
Procore Technologies	COM	$3.3M	0.2%	44,735 SH	New
Quanta Services	COM	$2.3M	0.2%Prev: 0.3%	5,496 SH	Decreased-3,342 SH
RBC Bearings Inc	COM	$16.5M	1.1%Prev: 1.4%	36,764 SH	Decreased-12,340 SH
Robinhood Markets	COM	$4.2M	0.3%Prev: 0.2%	36,767 SH	Increased+19,811 SH
Roku Inc	COM	$2.2M	0.2%	20,599 SH	New
Saia Inc	COM	$10.0M	0.7%Prev: 1.1%	30,739 SH	Decreased-18,637 SH
ServiceNow Inc	COM	$2.0M	0.1%Prev: 0.2%	12,870 SH	Decreased+9,649 SH
Shopify Inc	COM	$6.1M	0.4%Prev: 0.4%	38,036 SH	Increased-83 SH
SI-BONE Inc	COM	$2.8M	0.2%Prev: 0.0%	141,998 SH	Increased+118,657 SH
Sitime Corp	COM	$13.8M	1.0%Prev: 1.4%	39,199 SH	Decreased-22,596 SH
Snowflake Inc	COM	$5.6M	0.4%Prev: 0.4%	25,469 SH	Decreased-40 SH
StandardAero Inc	COM	$7.7M	0.5%Prev: 0.5%	269,301 SH	Increased+24,710 SH
Sterling Infrastruture	COM	$25.1M	1.7%Prev: 2.2%	81,939 SH	Decreased-8,126 SH
Tactile Systems	COM	$11.3M	0.8%	389,980 SH	New
TAT Technologies	COM	$5.9M	0.4%	132,154 SH	New
Terawulf Inc	COM	$13.6M	0.9%Prev: 0.6%	1,180,535 SH	Increased+408,377 SH
Tesla Motors Inc	COM	$4.8M	0.3%Prev: 0.4%	10,742 SH	Decreased-1,754 SH
Transmedics Group Inc	COM	$12.0M	0.8%Prev: 0.4%	98,468 SH	Increased+44,118 SH
United States Antimony	COM	$2.4M	0.2%	480,430 SH	New
Universal Technical Institute	COM	$29.3M	2.0%Prev: 2.6%	1,123,067 SH	Decreased+15,258 SH
Vertiv Holdings	COM	$5.4M	0.4%Prev: 0.4%	33,111 SH	Increased+13 SH
Visa Inc	COM	$3.4M	0.2%Prev: 0.2%	9,580 SH	Increased+80 SH
Waystar Holdings	COM	$7.8M	0.5%Prev: 0.8%	237,035 SH	Decreased-39,784 SH
Wingstop	COM	$6.1M	0.4%Prev: 0.4%	25,642 SH	Increased+5,438 SH
Xometry Inc	COM	$47.8M	3.3%Prev: 3.2%	803,613 SH	Increased-3,911 SH
Zeta Global	COM	$7.6M	0.5%Prev: 0.5%	372,581 SH	Increased-1,466 SH

Sold (vs prior filing)

Adeptive BioTechnologies — $7.9M
Alkami Technology — $5.4M
American Superconductor — $7.6M
Amprius Technologies — $2.4M
Argan Inc — $17.8M
Avepoint Inc — $15.4M
Blend Labs — $6.4M
ELF Beauty — $10.2M
GeneDx Holding Corp — $25.2M
Intapp — $2.4M
IRhythm Technologies — $32.5M
Klaviyo Inc — $5.5M
Knight-Swift Transportation Ho — $3.5M
Kura Sushi USA — $3.1M
Netflix.com — $2.0M
Porch Group — $8.8M
Progressive Corp — $976K
Q2 Holdings — $6.5M
ServiceTitan — $6.2M
Spotify Technology — $2.1M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001134007-26-000002	$1.44B	View
Nov 14, 2025	Q3 2025	13F-HR	0001134007-25-000012	$1.37B	View
Aug 14, 2026	Q2 2026