Next Century Growth Investors LLC Portfolio Holdings by Sector
Next Century Growth Investors LLC
- $1.01 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAR QTWO CWAN ALKT VERX GWRE PYCR INTA 22 stocks |
$165,121
16.34% of portfolio
|
17
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
PAY GDYN EXLS INOD 4 stocks |
$99,918
9.89% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
AORT IRTC ATEC PEN PRCT RXST BSX 7 stocks |
$88,373
8.74% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MYRG LMB STRL AGX GLDD ORN PWR 7 stocks |
$58,411
5.78% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VCEL VCYT MIRM 3 stocks |
$48,911
4.84% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MTSI LSCC NVDA SITM AVGO AIP MRVL 7 stocks |
$48,172
4.77% of portfolio
|
5
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ATRO BA HXL HWM AXON 5 stocks |
$47,854
4.73% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI LINC 2 stocks |
$38,683
3.83% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ALHC 1 stocks |
$35,126
3.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WAL PNFP BY BWB 4 stocks |
$33,231
3.29% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT AVPT CYBR CRWD DAVA 5 stocks |
$32,434
3.21% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA KNX CVLG ARCB 4 stocks |
$31,010
3.07% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
GLBE AMZN CVNA 3 stocks |
$25,956
2.57% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL PGR 2 stocks |
$25,259
2.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI COST 2 stocks |
$24,746
2.45% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS PBPB WING KRUS CMG 5 stocks |
$22,595
2.24% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR KRNT 2 stocks |
$22,326
2.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$18,715
1.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT 3 stocks |
$15,212
1.51% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$15,039
1.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$13,975
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$13,445
1.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BLFS ISRG 2 stocks |
$12,690
1.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON 1 stocks |
$9,718
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$8,683
0.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
QNST 1 stocks |
$7,474
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CWK 1 stocks |
$7,023
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$6,238
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$6,063
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CDNA 1 stocks |
$4,879
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$4,694
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$4,077
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MMMB 1 stocks |
$3,608
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$3,431
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
MPTI 1 stocks |
$3,144
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$2,673
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,850
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|