Next Century Growth Investors LLC Portfolio Holdings

Next Century Growth Investors LLC

  • $1.16 Billion
  • Q2 2025

Next Century Growth Investors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Astronics Corp with a value of $42.4M, Paymentus Holdings, Inc. with a value of $37M, Sterling Construction CO Inc with a value of $34.8M, I Rhythm Technologies, Inc. with a value of $34.6M, and Universal Technical Institute Inc with a value of $32.5M.

Examining the 13F form we can see an increase of $145M in the current position value, from $1.01B to 1.16B.

Next Century Growth Investors LLC is based out at Minneapolis, MN

Below you can find more details about Next Century Growth Investors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
Technology: $377 Million
Industrials: $272 Million
Healthcare: $257 Million
Consumer Defensive: $95.5 Million
Consumer Cyclical: $71.6 Million
Financial Services: $66.6 Million
Communication Services: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.2B
$1.79 Million 0.16% of portfolio
40,511
Q2 2025 New
$29.2B
$1.87 Million 0.16% of portfolio
5,557
Q2 2025 Reduced 38.1%
$498M
$1.91 Million 0.16% of portfolio
229,306
Q2 2025 Reduced 40.87%
$232B
$1.55 Million 0.13% of portfolio
5,692
Q2 2025 Added 0.04%
$93.6B
$988,000 0.09% of portfolio
1,941
Q2 2025 Reduced 66.38%
Arm Holdings
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.05%
M Tron Industries Warrants
-
$0 0.0% of portfolio
-
Q1 2025 New
Atlassian Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 23.87%
Loar Holdings
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.76%
Waystar Holdings
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.73%
$0
$0 0.0% of portfolio
622,823
Q2 2025 New
Bowhead Specialty Holdings
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.57%
Proficient Auto Logistics
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.57%
Gene Dx Holding Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 46.86%
Ftai Aviation
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.72%
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 24.06%
Service Titan
-
$0 0.0% of portfolio
-
Q2 2025 New
Ategrity Specialty Holdings
-
$0 0.0% of portfolio
-
Q2 2025 New
Skyward Specialy Insurance Gro
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.5%
Standard Aero Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.72%
Twfg Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 34.03%
Owlet Inc
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $1.16 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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