NEXT CENTURY GROWTH INVESTORS LLC Portfolio Holdings
Q3 2025•122 long positions•$1.4B portfolio value
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Holding155 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aerospace & Defense Industrials | $55.4M 4.1% | -$2.4M Sold | 3.43% 1.2M shares | 1.3M → 1.2M −$2.4M | -4.23% | $1.6B Small Cap | Q1 2021 Held for 4y 8m | |
Medical - Devices Healthcare | $44.4M 3.28% | +$1.8M Bought | 2.22% 1.0M shares | 1.0M → 1.0M +$1.8M | +4.22% | $2.0B Small Cap | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $44.0M 3.25% | +$1.9M Bought | 1.59% 807.5K shares | 772.6K → 807.5K +$1.9M | +4.52% | $2.8B Mid Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $39.7M 2.93% | +$1.8M Bought | 1.15% 2.3M shares | 2.2M → 2.3M +$1.8M | +4.66% | $3.5B Mid Cap | Q4 2024 Held for 11 months | |
Education & Training Services Consumer Defensive | $36.1M 2.67% | +$4.8M Bought | 2.04% 1.1M shares | 958.9K → 1.1M +$4.8M | +15.53% | $1.8B Small Cap | Q2 2024 Held for 1y 5m | |
Information Technology Services Technology | $35.7M 2.64% | +$1.1M Bought | — 1.2M shares | 1.1M → 1.2M +$1.1M | +3.29% | — — | Q3 2023 Held for 2y 2m | |
Engineering & Construction Industrials | $34.3M 2.54% | +$1.7M Bought | 1.06% 165.0K shares | 157.0K → 165.0K +$1.7M | +5.08% | $3.2B Mid Cap | Q3 2023 Held for 2y 2m | |
Medical - Devices Healthcare | $33.1M 2.45% | +$3.2M Bought | 1.54% 2.3M shares | 2.1M → 2.3M +$3.2M | +10.61% | $2.2B Mid Cap | Q2 2019 Held for 6y 5m | |
Medical - Devices Healthcare | $32.5M 2.41% | -$6.2M Sold | 0.589% 189.1K shares | 224.9K → 189.1K −$6.2M | -15.91% | $5.5B Mid Cap | Q1 2025 Held for 8 months | |
Engineering & Construction Industrials | $30.6M 2.26% | -$20.7M Sold | 0.296% 90.1K shares | 151.0K → 90.1K −$20.7M | -40.34% | $10.3B Large Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $26.5M 1.96% | +$12.5M Bought | 0.718% 360.9K shares | 190.3K → 360.9K +$12.5M | +89.64% | $3.7B Mid Cap | Q3 2024 Held for 1y 2m | |
Medical - Healthcare Information Services Healthcare | $25.2M 1.87% | +$1.3M Bought | 0.815% 234.1K shares | 221.6K → 234.1K +$1.3M | +5.64% | $3.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $23.8M 1.76% | +$2.7M Bought | 0.001% 127.8K shares | 113.2K → 127.8K +$2.7M | +12.87% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Aerospace & Defense Industrials | $23.1M 1.71% | +$23.1M Bought | 0.577% 1.8M shares | — | — | $4.0B Mid Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $22.4M 1.66% | +$2.1M Bought | 0.001% 43.3K shares | 39.2K → 43.3K +$2.1M | +10.29% | $3.85T Mega Cap | Q4 2015 Held for 9y 11m | |
Discount Stores Consumer Defensive | $21.6M 1.59% | +$921.8K Bought | 0.274% 168.0K shares | 160.8K → 168.0K +$921.8K | +4.47% | $7.9B Mid Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $20.6M 1.52% | +$875.2K Bought | 0.222% 165.4K shares | 158.4K → 165.4K +$875.2K | +4.44% | $9.3B Mid Cap | Q3 2019 Held for 6y 2m | |
Manufacturing - Tools & Accessories Industrials | $19.2M 1.42% | -$2.9M Sold | 0.156% 49.1K shares | 56.5K → 49.1K −$2.9M | -13.11% | $12.3B Large Cap | Q2 2017 Held for 8y 5m | |
Rental & Leasing Services Industrials | $19.1M 1.41% | +$2.9M Bought | 0.111% 114.3K shares | 96.8K → 114.3K +$2.9M | +18.1% | $17.1B Large Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $19.1M 1.41% | +$2.5M Bought | 0.19% 260.1K shares | 225.8K → 260.1K +$2.5M | +15.18% | $10.0B Large Cap | Q2 2020 Held for 5y 5m | |
Communication Equipment Technology | $18.9M 1.4% | +$18.9M Bought | 0.36% 104.6K shares | — | — | $5.3B Mid Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $18.6M 1.38% | +$3.4M Bought | 0.238% 61.8K shares | 50.4K → 61.8K +$3.4M | +22.65% | $7.8B Mid Cap | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $18.2M 1.35% | +$2.5M Bought | 0.0% 71.6K shares | 61.7K → 71.6K +$2.5M | +16.0% | $3.78T Mega Cap | Q4 2013 Held for 11y 11m | |
Education & Training Services Consumer Defensive | $17.9M 1.32% | +$939.0K Bought | 2.4% 759.9K shares | 719.9K → 759.9K +$939.0K | +5.55% | $743.0M Small Cap | Q2 2024 Held for 1y 5m | |
Engineering & Construction Industrials | $17.8M 1.32% | +$937.9K Bought | 0.478% 66.0K shares | 62.5K → 66.0K +$937.9K | +5.56% | $3.7B Mid Cap | Q1 2025 Held for 8 months | |
Insurance - Property & Casualty Financial Services | $16.9M 1.25% | -$247.5K Sold | 0.171% 39.8K shares | 40.4K → 39.8K −$247.5K | -1.44% | $9.9B Mid Cap | Q3 2016 Held for 9y 2m | |
Manufacturing - Metal Fabrication Industrials | $15.8M 1.17% | +$671.6K Bought | 0.129% 64.4K shares | 61.7K → 64.4K +$671.6K | +4.43% | $12.2B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $15.4M 1.14% | +$133.4K Bought | 0.485% 1.0M shares | 1.0M → 1.0M +$133.4K | +0.87% | $3.2B Mid Cap | Q4 2024 Held for 11 months | |
Engineering & Construction Industrials | $15.1M 1.12% | +$108.2K Bought | 1.34% 155.4K shares | 154.3K → 155.4K +$108.2K | +0.72% | $1.1B Small Cap | Q4 2024 Held for 11 months | |
Trucking Industrials | $14.8M 1.09% | -$1.3M Sold | 0.185% 49.4K shares | 53.6K → 49.4K −$1.3M | -7.92% | $8.0B Mid Cap | Q4 2019 Held for 5y 11m | |
Financial - Capital Markets Financial Services | $14.0M 1.04% | +$14.0M New | 0.227% 610.2K shares | 0 → 610.2K +$14.0M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months | |
Industrial Materials Basic Materials | $13.6M 1.01% | +$13.6M New | 0.115% 203.1K shares | 0 → 203.1K +$13.6M | New | $11.9B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $13.6M 1.01% | +$6.1M Bought | 0.554% 176.3K shares | 97.2K → 176.3K +$6.1M | +81.34% | $2.5B Mid Cap | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $13.2M 0.973% | +$553.8K Bought | 0.133% 51.9K shares | 49.7K → 51.9K +$553.8K | +4.39% | $9.9B Mid Cap | Q1 2025 Held for 8 months | |
Restaurants Consumer Cyclical | $13.0M 0.959% | +$500.8K Bought | 0.195% 247.8K shares | 238.2K → 247.8K +$500.8K | +4.02% | $6.6B Mid Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $13.0M 0.959% | +$8.2M Bought | 0.235% 273.9K shares | 99.9K → 273.9K +$8.2M | +174.28% | $5.5B Mid Cap | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $12.9M 0.954% | +$551.0K Bought | 0.051% 88.6K shares | 84.8K → 88.6K +$551.0K | +4.46% | $25.2B Large Cap | Q2 2022 Held for 3y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $12.7M 0.938% | +$4.8M Bought | 0.086% 220.6K shares | 136.8K → 220.6K +$4.8M | +61.24% | $14.8B Large Cap | Q2 2025 Held for 5 months | |
Packaged Foods Consumer Defensive | $11.5M 0.851% | +$1.9M Bought | 2.7% 1.1M shares | 918.4K → 1.1M +$1.9M | +19.2% | $425.6M Small Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $11.3M 0.835% | +$64.1K Bought | 0.0% 51.4K shares | 51.1K → 51.4K +$64.1K | +0.57% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Hardware, Equipment & Parts Technology | $11.1M 0.818% | +$472.8K Bought | — 102.7K shares | 98.3K → 102.7K +$472.8K | +4.47% | — — | Q2 2024 Held for 1y 5m | |
Construction Industrials | $11.0M 0.81% | +$11.0M Bought | 0.144% 117.2K shares | — | — | $7.6B Mid Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $10.5M 0.777% | +$2.2M Bought | 0.001% 31.9K shares | 25.2K → 31.9K +$2.2M | +26.43% | $1.56T Mega Cap | Q1 2025 Held for 8 months | |
Information Technology Services Technology | $10.5M 0.776% | -$2.9M Sold | 0.159% 276.8K shares | 353.6K → 276.8K −$2.9M | -21.72% | $6.6B Mid Cap | Q3 2024 Held for 1y 2m | |
Household & Personal Products Consumer Defensive | $10.2M 0.755% | +$433.5K Bought | 0.136% 77.0K shares | 73.7K → 77.0K +$433.5K | +4.44% | $7.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Residential Construction Consumer Cyclical | $10.1M 0.745% | +$10.1M Bought | 0.076% 72.9K shares | — | — | $13.3B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $9.9M 0.732% | +$9.9M New | 0.104% 137.1K shares | 0 → 137.1K +$9.9M | New | $9.6B Mid Cap | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | $9.6M 0.71% | +$9.6M New | 0.049% 113.5K shares | 0 → 113.5K +$9.6M | New | $19.8B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $9.5M 0.705% | +$4.2M Bought | 0.0% 39.2K shares | 21.9K → 39.2K +$4.2M | +78.65% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $8.8M 0.652% | +$8.8M New | 0.188% 772.2K shares | 0 → 772.2K +$8.8M | New | $4.7B Mid Cap | Q3 2025 Held for 2 months |
