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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 2025-09-30, filed 2025-11-14, with 124 holding rows worth $1,371,805,095.

Accession
0001134007-25-000012
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 124 entries on the cover page, a total value of $1,371,805,095 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,371,805,095 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 COM046433108Stock1,214,287$55,383,630dollars as filed
ARTIVION INC228903100COM1,048,486$44,392,897dollars as filed
XOMETRY INC98423F109CLASS A COM807,524$43,985,832dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock2,272,745$39,659,400dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM1,107,809$36,059,182dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A1,166,838$35,705,242dollars as filed
MYR GROUP INC55405W104COM165,017$34,328,486dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW2,279,383$33,142,228dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock189,082$32,520,213dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock90,065$30,593,279dollars as filed
MIRUM PHARMACEUTICALS INC604749101COM360,934$26,460,071dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A234,109$25,222,903dollars as filed
NVIDIA Corp67066G104COM127,777$23,840,632dollars as filed
PLANET LABS PBC72703X106COM CL A1,777,531$23,072,352dollars as filed
Microsoft Corp594918104COM43,285$22,419,465dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM167,953$21,565,165dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock165,413$20,592,264dollars as filed
PAGAYA TECHNOLOGIES LTDM7S64L123CL A NEW660,608$19,613,451dollars as filed
RBC BEARINGS INC COM75524B104Stock49,104$19,164,800dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock114,316$19,074,767dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock260,056$19,067,305dollars as filed
IMPINJ INC453204109COM104,641$18,913,860dollars as filed
SITIME CORP COM82982T106Stock61,795$18,619,451dollars as filed
Apple Inc037833100COM71,578$18,225,906dollars as filed
LINCOLN EDL SVCS CORP533535100COM759,901$17,857,673dollars as filed
ARGAN INC04010E109COM65,964$17,813,578dollars as filed
KINSALECAPGROUPINC49714P108STOK39,774$16,914,291dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM64,447$15,824,316dollars as filed
AVEPOINT INC COM CL A053604104Stock1,028,663$15,440,231dollars as filed
LIMBACH HLDGS INC53263P105COM155,401$15,092,545dollars as filed
SAIA INC78709Y105COM49,376$14,781,199dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock610,193$13,997,827dollars as filed
MP MATERIALS CORP553368101COM CL A203,093$13,621,447dollars as filed
INNODATA INC457642205COM NEW176,347$13,591,063dollars as filed
PENUMBRA INC COM70975L107Stock51,928$13,154,400dollars as filed
DUTCH BROS INC26701L100CL A247,771$12,968,334dollars as filed
JFROG LTD ORD SHSM6191J100Stock273,939$12,965,532dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock88,569$12,896,532dollars as filed
CELSIUS HLDGS INC15118V207COM NEW220,604$12,682,523dollars as filed
MAMAS CREATIONS INC COM56146T103Stock1,094,707$11,505,370dollars as filed
Amazon.com, Inc023135106COM51,423$11,290,948dollars as filed
COHERENT CORP COM19247G107Stock102,674$11,060,043dollars as filed
AAON INC000360206COM PAR $0.004117,233$10,954,251dollars as filed
Broadcom Inc.11135F101COM31,853$10,508,623dollars as filed
WAYSTAR HLDG CORP946784105COM276,819$10,496,976dollars as filed
ELFBEAUTYINC26856L103STOK77,004$10,201,489dollars as filed
TOLL BROTHERS INC COM889478103Stock72,900$10,070,406dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock137,135$9,901,147dollars as filed
BLOOM ENERGY CORP093712107COM113,542$9,602,246dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,210$9,531,951dollars as filed
TERAWULF INC88080T104COM772,158$8,818,044dollars as filed
AGILYSYS INC00847J105COM83,321$8,769,535dollars as filed
PORCH GROUP INC733245104COM521,909$8,757,633dollars as filed
COASTAL FINL CORP WA19046P209COM NEW77,493$8,382,417dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK276,346$8,320,778dollars as filed
META PLATFORMS INC CL A30303M102COM10,927$8,024,570dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock531,317$7,948,502dollars as filed
AEROVIRONMENT INC COM008073108Stock24,840$7,821,867dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW128,220$7,614,985dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock374,047$7,432,313dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS198,256$7,089,634dollars as filed
NETSKOPE INC CL A64119N608COMMON STOCK309,082$7,025,433dollars as filed
Boeing Company097023105COM32,251$6,960,733dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock264,005$6,734,767dollars as filed
STANDARDAERO INC COM85423L103Stock244,591$6,674,888dollars as filed
CENTRUS ENERGY CORP15643U104CL A21,425$6,643,249dollars as filed
Q2 HLDGS INC COM74736L109Stock89,446$6,474,995dollars as filed
WESTERN ALLIANCE BANCORP COM957638109Stock74,509$6,461,420dollars as filed
BLEND LABS INC09352U108CL A1,765,108$6,442,644dollars as filed
HOWMET AEROSPACE INC COM443201108Stock32,188$6,316,251dollars as filed
Goldman Sachs Group,Inc.38141G104COM7,763$6,182,065dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock61,166$6,167,367dollars as filed
TRANSMEDICS GROUP INC89377M109COM54,350$6,098,070dollars as filed
BRIDGEWATER BANCSHARES INC108621103COMMON STOCK340,347$5,990,107dollars as filed
APPLOVIN CORP COM CL A03831W108Stock8,217$5,904,243dollars as filed
Costco Wholesale Corporation22160K105COM6,282$5,814,807dollars as filed
ADMA BIOLOGICS INC000899104COM395,556$5,798,850dollars as filed
SNOWFLAKE INC COM SHS833445109Stock25,509$5,753,554dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS38,119$5,664,864dollars as filed
ORION GROUP HOLDINGS INC68628V308COMMON STOCK670,416$5,577,861dollars as filed
Tesla Motors, Inc88160R101COM12,496$5,557,221dollars as filed
PARK AEROSPACE CORP70014A104COM272,546$5,543,585dollars as filed
KLAVIYO INC COM SER A49845K101Stock199,397$5,521,302dollars as filed
Great Lakes Dredge & Dock Corp390607109Common Stock446,821$5,357,383dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM215,490$5,352,771dollars as filed
WINGSTOP INC COM974155103Stock20,204$5,084,942dollars as filed
ARTERIS INC04302A104COM495,308$5,002,610dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock33,098$4,993,164dollars as filed
LEGENCE CORP52476L109CL A158,049$4,869,489dollars as filed
M TRON INDUSTRIES INC55380K109COMMON STOCK87,050$4,829,534dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A637,772$4,815,178dollars as filed
GOOSEHEAD INS INC38267D109COM CL A62,559$4,655,640dollars as filed
ATEGRITY SPECIALTY HOLDINGS04681Y103COMMON STOCK228,476$4,516,970dollars as filed
KESTRA MED TECHNOLOGIES LTDG52441105SHS183,013$4,348,388dollars as filed
OPTIMIZERX CORP68401U204COM NEW210,719$4,319,739dollars as filed
TWFG INC87318A101COM CL A143,340$3,933,249dollars as filed
BLACK ROCK COFFEE BAR INC A092244102COMMON STOCK157,077$3,747,857dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock46,217$3,697,360dollars as filed
QUANTA SVCS INC74762E102COM8,838$3,662,643dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A89,330$3,529,428dollars as filed
OWLET INC69120X206CL A NEW409,500$3,468,465dollars as filed
Visa Inc92826C839COM9,500$3,243,110dollars as filed
Oracle Corporation68389X105COM11,402$3,206,698dollars as filed
KURA SUSHI USA INC501270102CL A COM51,666$3,069,477dollars as filed
ServiceNow,Inc.81762P102COM3,221$2,964,221dollars as filed
MasterCard, Inc57636Q104COM5,069$2,883,297dollars as filed
MONGODB INC CL A60937P106Stock8,977$2,786,281dollars as filed
AXONENTERPRISEINC05464C101STOK3,726$2,673,926dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock11,601$2,666,605dollars as filed
GE Vernova Inc.36828A101COM4,187$2,574,586dollars as filed
FREQUENCY ELECTRONICS INC358010106COMMON STOCK73,066$2,477,668dollars as filed
INTAPP INC45827U109COM59,757$2,444,061dollars as filed
ROBINHOOD MKTS INC770700102COM16,956$2,427,760dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock228,628$2,405,166dollars as filed
Caterpillar Inc.149123101COM5,032$2,401,018dollars as filed
INSMED INC COM PAR $.01457669307Stock15,849$2,282,414dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK3,058$2,134,484dollars as filed
CARVANA CO CL A146869102Stock5,591$2,109,148dollars as filed
Netflix, Inc64110L106COM1,631$1,955,438dollars as filed
Boston Scientific Corporation101137107COM19,244$1,878,791dollars as filed
Progressive Corporation743315103COM3,954$976,440dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,951$956,731dollars as filed
SI BONE INC825704109COM23,341$343,579dollars as filed
M-TRON INDS INC55380K125*W EXP 04/25/20270,349$123,110dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001134007-25-000012this filing2025-11-14acceptance time not in the bulk data set