Next Century Growth Investors LLC Portfolio Holdings by Sector
Next Century Growth Investors LLC
- $1.16 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAR QTWO ALKT AGYS VERX OLO PCTY CWAN 20 stocks |
$164,158
14.2% of portfolio
|
8
|
12
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
IRTC AORT ATEC TMDX PEN PRCT BSX SIBN 8 stocks |
$139,167
12.04% of portfolio
|
7
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL MYRG LMB AGX ORN GLDD PWR 7 stocks |
$118,407
10.24% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MTSI NVDA LSCC SITM AVGO AIP 6 stocks |
$73,103
6.32% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
PAY EXLS GDYN INOD 4 stocks |
$64,159
5.55% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ATRO BA HWM AXON 4 stocks |
$58,394
5.05% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
AVPT MSFT CYBR TOST CRWD 5 stocks |
$52,128
4.51% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI LINC 2 stocks |
$49,090
4.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VCEL MIRM VCYT SBTX 4 stocks |
$44,698
3.87% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS PBPB WING KRUS 4 stocks |
$33,308
2.88% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ALHC 1 stocks |
$30,403
2.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR KRNT 2 stocks |
$28,490
2.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI COST 2 stocks |
$27,367
2.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA KNX CVLG 3 stocks |
$24,953
2.16% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL PGR 2 stocks |
$24,715
2.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
BY WAL PNFP BWB 4 stocks |
$23,664
2.05% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CDNA 1 stocks |
$21,991
1.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN GLBE CVNA 3 stocks |
$18,695
1.62% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$17,055
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$15,618
1.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$13,900
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$13,562
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,660
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL SPOT 3 stocks |
$10,674
0.92% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF 1 stocks |
$9,175
0.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$7,850
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BLFS ISRG 2 stocks |
$6,844
0.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$6,691
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$6,617
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$6,346
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$6,179
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$5,432
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
TITN 1 stocks |
$4,755
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,947
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$3,627
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MMMB 1 stocks |
$3,517
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
MPTI 1 stocks |
$2,888
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1,942
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|