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13F-HR filed by NEXT CENTURY GROWTH INVESTORS LLC

NEXT CENTURY GROWTH INVESTORS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 123 holding rows worth $1,294,267,054.

Accession
0001134007-25-000009
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 123 entries on the cover page, a total value of $1,294,267,054 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,294,267,054 with VALUE read as dollars as filed, 13F file number 028-06277. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ASTRONICS CORP COM046433108Stock1,267,874$42,448,421dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A1,129,725$36,998,493dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock150,972$34,833,769dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock224,863$34,619,907dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM958,891$32,496,815dollars as filed
ARTIVION INC228903100COM1,006,042$31,287,906dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock2,171,649$30,403,086dollars as filed
PAR TECHNOLOGY CORP698884103COM417,625$28,970,646dollars as filed
MYR GROUP INC55405W104COM157,043$28,495,452dollars as filed
VERICEL CORP92346J108COM668,649$28,451,014dollars as filed
XOMETRY INC98423F109CLASS A COM772,593$26,105,917dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW2,060,735$22,874,158dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock158,383$22,694,700dollars as filed
Q2 HLDGS INC COM74736L109Stock235,404$22,031,460dollars as filed
CAREDX INC14167L103COM1,125,454$21,991,371dollars as filed
RBC BEARINGS INC COM75524B104Stock56,514$21,746,587dollars as filed
LIMBACH HLDGS INC53263P105COM154,287$21,615,608dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM160,774$21,186,797dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A221,610$20,456,819dollars as filed
AVEPOINT INC COM CL A053604104Stock1,019,773$19,691,816dollars as filed
KINSALECAPGROUPINC49714P108STOK40,356$19,528,268dollars as filed
Microsoft Corp594918104COM39,247$19,521,850dollars as filed
NVIDIA Corp67066G104COM113,203$17,884,941dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM61,712$17,055,962dollars as filed
LINCOLN EDL SVCS CORP533535100COM719,945$16,594,732dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock377,818$16,544,650dollars as filed
DUTCH BROS INC26701L100CL A238,202$16,285,870dollars as filed
TRANSMEDICS GROUP INC89377M109COM119,756$16,048,501dollars as filed
ACV AUCTIONS INC00091G104COM CL A962,921$15,618,578dollars as filed
SAIA INC78709Y105COM53,622$14,691,891dollars as filed
WAYSTAR HLDG CORP946784105COM353,623$14,452,572dollars as filed
ARGAN INC04010E109COM62,491$13,778,015dollars as filed
HEALTHEQUITY INC COM42226A107Stock129,465$13,562,753dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM440,921$13,289,358dollars as filed
PENUMBRA INC COM70975L107Stock49,742$12,765,289dollars as filed
Apple Inc037833100COM61,706$12,660,220dollars as filed
AGILYSYS INC00847J105COM107,830$12,361,631dollars as filed
VERTEX INC92538J106CL A331,383$11,709,418dollars as filed
Amazon.com, Inc023135106COM51,131$11,217,630dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock96,794$11,135,181dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock225,774$11,060,668dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock189,185$10,897,056dollars as filed
ARS PHARMACEUTICALS INC82835W108COM622,823$10,868,261dollars as filed
SITIME CORP COM82982T106Stock50,385$10,736,035dollars as filed
OLO INC68134L109COMMON STOCK1,159,731$10,321,605dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock24,907$10,134,160dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock114,481$9,864,827dollars as filed
MIRUM PHARMACEUTICALS INC604749101COM190,325$9,685,639dollars as filed
ELFBEAUTYINC26856L103STOK73,732$9,175,210dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock49,741$9,012,571dollars as filed
STANDARDAERO INC COM85423L103Stock278,627$8,818,544dollars as filed
COHERENT CORP COM19247G107Stock98,285$8,768,004dollars as filed
ORION GROUP HOLDINGS INC68628V308COMMON STOCK932,908$8,461,475dollars as filed
Great Lakes Dredge & Dock Corp390607109Common Stock648,290$7,902,655dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock84,785$7,850,243dollars as filed
MAMAS CREATIONS INC COM56146T103Stock918,394$7,622,670dollars as filed
POTBELLY CORP73754Y100COM603,003$7,386,786dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A325,680$7,142,162dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock775,997$7,022,772dollars as filed
Broadcom Inc.11135F101COM25,194$6,944,726dollars as filed
SNOWFLAKE INC COM SHS833445109Stock30,905$6,915,611dollars as filed
INTAPP INC45827U109COM133,271$6,879,449dollars as filed
Boeing Company097023105COM32,051$6,715,646dollars as filed
Netflix, Inc64110L106COM4,997$6,691,632dollars as filed
BYLINE BANCORP INC124411109COM247,810$6,623,961dollars as filed
Goldman Sachs Group,Inc.38141G104COM9,350$6,617,462dollars as filed
VERACYTE INC COM92337F107Stock242,774$6,562,181dollars as filed
WINGSTOP INC COM974155103Stock19,326$6,507,837dollars as filed
CELSIUS HLDGS INC15118V207COM NEW136,815$6,346,847dollars as filed
SKYWARD SPECIALTY INS GROUP830940102COM108,809$6,288,072dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock58,567$6,277,211dollars as filed
WESTERN ALLIANCE BANCORP COM957638109Stock80,125$6,248,147dollars as filed
PINNACLE FINANCIAL PARTNERS IN72346Q104COM56,436$6,231,098dollars as filed
Costco Wholesale Corporation22160K105COM6,244$6,181,185dollars as filed
HOWMET AEROSPACE INC COM443201108Stock33,112$6,163,136dollars as filed
Boston Scientific Corporation101137107COM54,495$5,853,307dollars as filed
BOWHEAD SPECIALTY HOLDINGS I10240L102COMMON STOCK153,411$5,757,514dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A488,114$5,637,716dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS167,172$5,606,948dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A126,617$5,600,269dollars as filed
GOOSEHEAD INS INC38267D109COM CL A51,487$5,432,393dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock41,859$5,375,114dollars as filed
Progressive Corporation743315103COM19,439$5,187,491dollars as filed
TWFG INC87318A101COM CL A144,398$5,053,930dollars as filed
INNODATA INC457642205COM NEW97,245$4,980,888dollars as filed
ATEGRITY SPECIALTY HOLDINGS04681Y103COMMON STOCK230,145$4,952,720dollars as filed
BLEND LABS INC09352U108CL A1,497,059$4,940,294dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock228,790$4,928,136dollars as filed
SI BONE INC825704109COM256,345$4,824,412dollars as filed
TITAN MACHY INC88830R101COM240,052$4,755,430dollars as filed
COVENANT LOGISTICS GROUP INC22284P105CL A193,383$4,662,464dollars as filed
BRIDGEWATER BANCSHARES INC108621103COMMON STOCK286,741$4,562,049dollars as filed
META PLATFORMS INC CL A30303M102COM6,063$4,475,039dollars as filed
JFROG LTD ORD SHSM6191J100Stock99,876$4,382,558dollars as filed
ServiceNow,Inc.81762P102COM4,246$4,365,227dollars as filed
Tesla Motors, Inc88160R101COM12,426$3,947,243dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM21,948$3,867,896dollars as filed
ARTERIS INC04302A104COM397,169$3,785,020dollars as filed
CERIBELL INC15678C102COMMON STOCK199,082$3,728,805dollars as filed
Visa Inc92826C839COM9,437$3,350,606dollars as filed
QUANTA SVCS INC74762E102COM8,790$3,323,323dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS27,444$3,165,665dollars as filed
KURA SUSHI USA INC501270102CL A COM36,364$3,130,213dollars as filed
AXONENTERPRISEINC05464C101STOK3,706$3,068,345dollars as filed
APPLOVIN CORP COM CL A03831W108Stock8,320$2,912,665dollars as filed
M TRON INDUSTRIES INC55380K109COMMON STOCK68,777$2,888,634dollars as filed
MasterCard, Inc57636Q104COM5,035$2,829,367dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS16,924$2,737,287dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock11,542$2,717,563dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock4,327$2,565,218dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS119,821$2,385,636dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK3,040$2,332,713dollars as filed
Caterpillar Inc.149123101COM5,005$1,942,991dollars as filed
Intuitive Surgical,Inc.46120E602COM3,526$1,916,063dollars as filed
WEAVE COMMUNICATIONS INC94724R108COM229,306$1,907,825dollars as filed
CARVANA CO CL A146869102Stock5,557$1,872,486dollars as filed
ATLASSIANCORPCLASSA049468101STOK9,097$1,847,509dollars as filed
TOASTINCCLASSCLASSA888787108STOK40,511$1,794,232dollars as filed
OWLET INC69120X206CL A NEW196,817$1,653,262dollars as filed
Proficient Auto Logistics Inc74317M104COM222,465$1,615,095dollars as filed
Salesforce.com, Inc79466L302COM5,692$1,552,151dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,941$988,570dollars as filed
M-TRON INDS INC55380K125*W EXP 04/25/20270,606$73,176dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001134007-25-000009this filing2025-08-14acceptance time not in the bulk data set