Funds › Next Century Growth Investors LLC
Next Century Growth Investors LLC
13F for Q3 2026, filed Nov 13, 2026. 118 positions worth $1.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$1.6B
−$315.9M (16.8%) vs Q2 2026
Positions
118
113 in Q2 2026
Top 10 share
26.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | LGND Ligand Pharmaceuticals Incorporated | 192,389 | $60.1M | 3.8% | -3.1% | 13F ↗ |
| 2 | XMTR Xometry, Inc. | 537,824 | $55.3M | 3.5% | -25.6% | 13F ↗ |
| 3 | ATRO Astronics Corporation | 783,131 | $52.8M | 3.4% | +5.4% | 13F ↗ |
| 4 | GLBE Global-E Online Ltd. | 1.20M | $47.5M | 3.0% | +2.1% | 13F ↗ |
| 5 | MYRG MYR Group, Inc. | 121,543 | $35.5M | 2.3% | +65.3% | 13F ↗ |
| 6 | AXGN Axogen, Inc. | 844,261 | $35.4M | 2.3% | -3.2% | 13F ↗ |
| 7 | AGYS Agilysys, Inc. | 354,802 | $34.4M | 2.2% | -3.1% | 13F ↗ |
| 8 | AEHR Aehr Test Systems | 321,584 | $32.0M | 2.0% | -21.7% | 13F ↗ |
| 9 | PKE Park Aerospace Corp. | 1.04M | $31.0M | 2.0% | +8.9% | 13F ↗ |
| 10 | WK Workiva Inc. | 444,348 | $29.6M | 1.9% | New | 13F ↗ |
| 11 | HTFL Heartflow, Inc. | 590,745 | $29.4M | 1.9% | -12.0% | 13F ↗ |
| 12 | FTK Flotek Industries, Inc. | 982,420 | $28.8M | 1.8% | New | 13F ↗ |
| 13 | VCEL Vericel Corporation | 708,592 | $28.4M | 1.8% | +15.7% | 13F ↗ |
| 14 | BLLN BillionToOne, Inc. | 259,832 | $27.7M | 1.8% | -28.7% | 13F ↗ |
| 15 | PAY Paymentus Holdings, Inc. | 888,014 | $27.2M | 1.7% | +15.0% | 13F ↗ |
| 16 | NVDA NVIDIA Corporation | 118,431 | $27.0M | 1.7% | +4.6% | 13F ↗ |
| 17 | ALM Almonty Industries Inc. | 2.05M | $27.0M | 1.7% | +17.9% | 13F ↗ |
| 18 | MIRM Mirum Pharmaceuticals, Inc. | 311,609 | $26.6M | 1.7% | -25.8% | 13F ↗ |
| 19 | FEIM Frequency Electronics, Inc. | 312,105 | $26.4M | 1.7% | +35.3% | 13F ↗ |
| 20 | GH Guardant Health, Inc. | 144,772 | $25.8M | 1.6% | -27.9% | 13F ↗ |
| 21 | MAMA Mama's Creations, Inc. | 1.93M | $24.9M | 1.6% | -3.0% | 13F ↗ |
| 22 | PLMR Palomar Holdings, Inc. | 198,003 | $24.4M | 1.6% | New | 13F ↗ |
| 23 | SAIA Saia, Inc. | 72,454 | $24.2M | 1.5% | -3.9% | 13F ↗ |
| 24 | IRTC iRhythm Holdings, Inc. | 211,081 | $24.0M | 1.5% | +12.8% | 13F ↗ |
| 25 | RBC RBC Bearings Incorporated | 47,261 | $23.6M | 1.5% | -0.6% | 13F ↗ |
| 26 | KNX Knight-Swift Transportation Holdings Inc. | 358,513 | $22.8M | 1.5% | -3.3% | 13F ↗ |
| 27 | INOD Innodata Inc. | 327,638 | $21.5M | 1.4% | -10.4% | 13F ↗ |
| 28 | BLZE Backblaze, Inc. | 1.40M | $19.6M | 1.2% | +104% | 13F ↗ |
| 29 | FROG JFrog Ltd. | 199,196 | $19.3M | 1.2% | -13.7% | 13F ↗ |
| 30 | GOOGL Alphabet Inc. Class A | 55,798 | $19.2M | 1.2% | -6.2% | 13F ↗ |
| 31 | DPC DPC Holdings PLC | 446,981 | $18.9M | 1.2% | +28.8% | 13F ↗ |
| 32 | CVLG Covenant Logistics Group, Inc. | 578,643 | $18.7M | 1.2% | +4.8% | 13F ↗ |
| 33 | ADPT Adaptive Biotechnologies Corporation | 622,894 | $18.0M | 1.1% | +2.1% | 13F ↗ |
| 34 | FPS Forgent Power Solutions, Inc. | 443,014 | $16.6M | 1.1% | -3.7% | 13F ↗ |
| 35 | AAPL Apple Inc. | 48,627 | $16.2M | 1.0% | -6.2% | 13F ↗ |
| 36 | WAY Waystar Holding Corp. | 600,394 | $15.2M | 1.0% | New | 13F ↗ |
| 37 | ANDG Andersen Group Inc. | 277,844 | $15.1M | 1.0% | New | 13F ↗ |
| 38 | IPGP IPG Photonics Corporation | 188,746 | $14.8M | 0.9% | -30.3% | 13F ↗ |
| 39 | SIBN SI-BONE, Inc. | 778,933 | $14.6M | 0.9% | +33.1% | 13F ↗ |
| 40 | SVCO Silvaco Group, Inc. | 1.66M | $14.5M | 0.9% | +31.6% | 13F ↗ |
| 41 | CRS Carpenter Technology Corporation | 36,889 | $14.3M | 0.9% | -4.2% | 13F ↗ |
| 42 | WLDN Willdan Group, Inc. | 191,601 | $14.2M | 0.9% | +51.6% | 13F ↗ |
| 43 | FTAI FTAI Aviation Ltd. | 83,534 | $14.0M | 0.9% | -21.9% | 13F ↗ |
| 44 | SITM SiTime Corporation | 21,006 | $13.7M | 0.9% | -11.8% | 13F ↗ |
| 45 | Biolife Solutions Inc | 348,396 | $13.5M | 0.9% | -37.7% | 13F ↗ |
| 46 | MTSI MACOM Technology Solutions Holdings, Inc. | 45,931 | $13.1M | 0.8% | -28.0% | 13F ↗ |
| 47 | KMTS Kestra Medical Technologies, Ltd. | 444,075 | $12.6M | 0.8% | -3.1% | 13F ↗ |
| 48 | LSCC Lattice Semiconductor Corporation | 99,164 | $12.5M | 0.8% | -29.1% | 13F ↗ |
| 49 | MSFT Microsoft Corporation | 23,762 | $12.2M | 0.8% | +8.7% | 13F ↗ |
| 50 | URGN UroGen Pharma Ltd. | 297,083 | $12.1M | 0.8% | New | 13F ↗ |
Showing the top 50 of 118 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
25 new, 29 added to, 64 trimmed, 20 exited, 0 unchanged. By estimated dollars.
New positions (25)
| WK Workiva Inc. | 444,348 | New | $29.6M |
| FTK Flotek Industries, Inc. | 982,420 | New | $28.8M |
| PLMR Palomar Holdings, Inc. | 198,003 | New | $24.4M |
| WAY Waystar Holding Corp. | 600,394 | New | $15.2M |
| ANDG Andersen Group Inc. | 277,844 | New | $15.1M |
| URGN UroGen Pharma Ltd. | 297,083 | New | $12.1M |
| AMBQ Ambiq Micro, Inc. | 153,243 | New | $10.4M |
| BAND Bandwidth Inc. | 157,367 | New | $9.6M |
| SOPH SOPHiA GENETICS SA | 1.05M | New | $8.8M |
| HNGE Hinge Health, Inc. | 90,080 | New | $8.8M |
Added to (29)
| MYRG MYR Group, Inc. | 121,543 | +65.3% | $14.0M |
| BLZE Backblaze, Inc. | 1.40M | +104% | $10.0M |
| FEIM Frequency Electronics, Inc. | 312,105 | +35.3% | $6.9M |
| WLDN Willdan Group, Inc. | 191,601 | +51.6% | $4.8M |
| DPC DPC Holdings PLC | 446,981 | +28.8% | $4.2M |
| ALM Almonty Industries Inc. | 2.05M | +17.9% | $4.1M |
| VCEL Vericel Corporation | 708,592 | +15.7% | $3.9M |
| SIBN SI-BONE, Inc. | 778,933 | +33.1% | $3.6M |
| PAY Paymentus Holdings, Inc. | 888,014 | +15.0% | $3.5M |
| SVCO Silvaco Group, Inc. | 1.66M | +31.6% | $3.5M |
Trimmed (64)
| XMTR Xometry, Inc. | 537,824 | -25.6% | -$19.1M |
| BLLN BillionToOne, Inc. | 259,832 | -28.7% | -$11.1M |
| GH Guardant Health, Inc. | 144,772 | -27.9% | -$10.0M |
| MIRM Mirum Pharmaceuticals, Inc. | 311,609 | -25.8% | -$9.3M |
| AEHR Aehr Test Systems | 321,584 | -21.7% | -$8.9M |
| Biolife Solutions Inc | 348,396 | -37.7% | -$8.2M |
| BRZE Braze, Inc. | 434,767 | -41.8% | -$7.8M |
| OUST Ouster, Inc. | 92,799 | -63.2% | -$6.4M |
| IPGP IPG Photonics Corporation | 188,746 | -30.3% | -$6.4M |
| LSCC Lattice Semiconductor Corporation | 99,164 | -29.1% | -$5.1M |
Exited (20)
| ALHC Alignment Healthcare, Inc. | 2.54M | Exited | -$60.4M |
| LINC Lincoln Educational Services Corporation | 1.18M | Exited | -$58.7M |
| UTI Universal Technical Institute Inc | 949,379 | Exited | -$40.6M |
| UCTT Ultra Clean Holdings, Inc. | 220,115 | Exited | -$31.4M |
| ICHR Ichor Holdings | 142,610 | Exited | -$16.0M |
| AAON AAON, Inc. · Com Par $0.004 | 110,031 | Exited | -$14.0M |
| Astronics Class B Convertible | 152,050 | Exited | -$11.6M |
| MOD Modine Manufacturing Company | 40,689 | Exited | -$10.9M |
| EQPT EquipmentShare.com Inc | 429,623 | Exited | -$8.4M |
| AAOI Applied Optoelectronics, Inc. | 49,989 | Exited | -$7.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 118 | $1.6B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 113 | $1.9B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 112 | $1.4B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 121 | $1.4B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 124 | $1.4B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 123 | $1.3B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 123 | $1.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer