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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 2025-12-31, filed 2026-02-13, with 121 holding rows worth $1,439,940,110.

Accession
0001134007-26-000002
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 121 entries on the cover page, a total value of $1,439,940,110 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,439,940,110 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 COM046433108Stock1,067,612$57,907,274dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW2,418,298$50,880,989dollars as filed
XOMETRY INC98423F109CLASS A COM803,613$47,790,865dollars as filed
ARTIVION INC228903100COM1,044,395$47,634,855dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock2,308,287$45,588,668dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A1,181,624$37,327,502dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock172,838$30,668,374dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM1,123,067$29,345,740dollars as filed
MIRUM PHARMACEUTICALS INC604749101COM368,035$29,071,084dollars as filed
MYR GROUP INC55405W104COM132,496$28,950,376dollars as filed
AXOGEN INC05463X106COM799,882$26,180,137dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock81,939$25,092,179dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock117,912$23,210,977dollars as filed
NVIDIA Corp67066G104COM124,203$23,163,859dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock310,945$22,879,333dollars as filed
MAMAS CREATIONS INC COM56146T103Stock1,691,395$22,816,918dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A173,411$22,553,834dollars as filed
JFROG LTD ORD SHSM6191J100Stock357,976$22,359,180dollars as filed
Apple Inc037833100COM79,402$21,586,227dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock125,466$21,489,816dollars as filed
PLANET LABS PBC72703X106COM CL A1,065,166$21,005,073dollars as filed
Microsoft Corp594918104COM43,212$20,898,187dollars as filed
COASTAL FINL CORP WA19046P209COM NEW178,224$20,422,688dollars as filed
ADMA BIOLOGICS INC000899104COM1,100,773$20,078,099dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock797,237$19,548,251dollars as filed
LINCOLN EDL SVCS CORP533535100COM791,271$19,109,194dollars as filed
DUTCH BROS INC26701L100CL A308,910$18,911,470dollars as filed
INNODATA INC457642205COM NEW365,835$18,639,293dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM58,555$18,435,456dollars as filed
COHERENT CORP COM19247G107Stock99,517$18,367,852dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock232,320$16,998,854dollars as filed
RBC BEARINGS INC COM75524B104Stock36,764$16,486,080dollars as filed
ALMONTY INDUSTRIES INC020398707COMMON STOCK1,855,260$16,344,840dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM465,288$16,219,939dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock943,597$15,324,015dollars as filed
PENUMBRA INC COM70975L107Stock47,830$14,870,825dollars as filed
SITIME CORP COM82982T106Stock39,199$13,844,694dollars as filed
TERAWULF INC88080T104COM1,180,535$13,564,347dollars as filed
KESTRA MED TECHNOLOGIES LTDG52441105SHS465,845$12,354,209dollars as filed
TRANSMEDICS GROUP INC89377M109COM98,468$11,978,632dollars as filed
Amazon.com, Inc023135106COM51,436$11,872,457dollars as filed
FREQUENCY ELECTRONICS INC358010106COMMON STOCK219,463$11,815,887dollars as filed
CELSIUS HLDGS INC15118V207COM NEW247,930$11,340,318dollars as filed
TACTILE SYSTEMS TECHNOLOGY I87357P100COMMON STOCK389,980$11,309,420dollars as filed
PARK AEROSPACE CORP70014A104COM526,054$11,225,992dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK552,506$11,155,096dollars as filed
Broadcom Inc.11135F101COM31,792$11,003,211dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS274,708$10,798,771dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM34,294$10,734,022dollars as filed
AAON INC000360206COM PAR $0.004139,381$10,627,801dollars as filed
LEGENCE CORP52476L109CL A242,045$10,417,616dollars as filed
NETSKOPE INC CL A64119N608COMMON STOCK578,365$10,144,522dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock70,232$10,105,682dollars as filed
SAIA INC78709Y105COM30,739$10,036,898dollars as filed
AGILYSYS INC00847J105COM82,990$9,862,531dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM85,167$9,335,154dollars as filed
CENTRUS ENERGY CORP15643U104CL A33,462$8,123,235dollars as filed
OWLET INC69120X206CL A NEW484,908$7,850,660dollars as filed
WAYSTAR HLDG CORP946784105COM237,035$7,762,896dollars as filed
STANDARDAERO INC COM85423L103Stock269,301$7,723,552dollars as filed
ARTERIS INC04302A104COM493,367$7,647,188dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock372,581$7,582,023dollars as filed
KINSALECAPGROUPINC49714P108STOK17,833$6,974,842dollars as filed
PEGASYSTEMS INC COM705573103Stock116,666$6,967,293dollars as filed
Goldman Sachs Group,Inc.38141G104COM7,754$6,815,766dollars as filed
ORION GROUP HOLDINGS INC68628V308COMMON STOCK667,654$6,636,480dollars as filed
MP MATERIALS CORP553368101COM CL A131,327$6,634,640dollars as filed
HOWMET AEROSPACE INC COM443201108Stock32,122$6,585,652dollars as filed
PHATHOM PHARMACEUTICALS INC71722W107COMMON STOCK393,774$6,532,710dollars as filed
AEROVIRONMENT INC COM008073108Stock26,691$6,456,285dollars as filed
FIGURE TECHNOLOGY SOLUTIO349381103COM CL A157,017$6,412,574dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock262,971$6,358,638dollars as filed
OPTIMIZERX CORP68401U204COM NEW505,407$6,196,289dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS38,036$6,122,654dollars as filed
WINGSTOP INC COM974155103Stock25,642$6,115,360dollars as filed
META PLATFORMS INC CL A30303M102COM9,183$6,061,606dollars as filed
BRIDGEWATER BANCSHARES INC108621103COMMON STOCK339,012$5,942,880dollars as filed
PAGAYA TECHNOLOGIES LTDM7S64L123CL A NEW283,680$5,928,912dollars as filed
TAT TECHNOLOGIES LTDM8740S227ORD NEW132,154$5,901,997dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A820,478$5,874,622dollars as filed
M TRON INDUSTRIES INC55380K109COMMON STOCK109,884$5,848,026dollars as filed
SNOWFLAKE INC COM SHS833445109Stock25,469$5,586,879dollars as filed
APPLOVIN CORP COM CL A03831W108Stock8,190$5,518,585dollars as filed
General Electric Company369604301COM17,533$5,400,689dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock33,111$5,364,313dollars as filed
PERSONALIS INC71535D106COMMON STOCK624,363$4,969,929dollars as filed
Tesla Motors, Inc88160R101COM10,742$4,830,892dollars as filed
GE Vernova Inc.36828A101COM6,389$4,175,658dollars as filed
ROBINHOOD MKTS INC770700102COM36,767$4,158,347dollars as filed
BLOOM ENERGY CORP093712107COM45,776$3,977,476dollars as filed
MONGODB INC CL A60937P106Stock8,974$3,766,298dollars as filed
AXONENTERPRISEINC05464C101STOK6,442$3,658,605dollars as filed
BLACK ROCK COFFEE BAR INC A092244102COMMON STOCK161,601$3,595,622dollars as filed
INSMED INC COM PAR $.01457669307Stock20,301$3,533,186dollars as filed
Visa Inc92826C839COM9,580$3,359,801dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock44,735$3,254,023dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock46,036$3,130,448dollars as filed
IMPINJ INC453204109COM17,444$3,035,430dollars as filed
ATEGRITY SPECIALTY HOLDINGS04681Y103COMMON STOCK143,657$3,018,233dollars as filed
BILLIONTOONE INC090168105CL A36,659$3,000,172dollars as filed
LIMBACH HLDGS INC53263P105COM38,381$2,987,960dollars as filed
MasterCard, Inc57636Q104COM5,113$2,918,909dollars as filed
Caterpillar Inc.149123101COM5,026$2,879,244dollars as filed
Advanced Micro Devices,Inc.007903107COM13,086$2,802,497dollars as filed
SI BONE INC825704109COM141,998$2,800,200dollars as filed
BETA TECHNOLOGIES INC COM SHS CL A086921103Stock94,526$2,666,578dollars as filed
UNITED STATES ANTIMONY CORP911549103COM480,430$2,411,758dollars as filed
CARVANA CO CL A146869102Stock5,604$2,365,000dollars as filed
Boeing Company097023105COM10,834$2,352,278dollars as filed
QUANTA SVCS INC74762E102COM5,496$2,319,641dollars as filed
ROKU INC COM CL A77543R102Stock20,599$2,234,785dollars as filed
Oracle Corporation68389X105COM11,385$2,219,050dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock9,943$1,998,642dollars as filed
ServiceNow,Inc.81762P102COM12,870$1,971,555dollars as filed
Costco Wholesale Corporation22160K105COM2,242$1,933,366dollars as filed
GOOSEHEAD INS INC38267D109COM CL A26,050$1,918,582dollars as filed
GUARDANT HEALTH INC COM40131M109Stock18,484$1,887,955dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM3,828$1,794,413dollars as filed
Boston Scientific Corporation101137107COM10,198$972,379dollars as filed
Great Lakes Dredge & Dock Corp390607109Common Stock30,520$400,422dollars as filed
M-TRON INDS INC55380K125*W EXP 04/25/20227,967$27,967dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001134007-26-000002this filing2026-02-13acceptance time not in the bulk data set