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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 2026-06-30, filed 2026-08-14, with 113 holding rows worth $1,885,849,822.

Accession
0001134007-26-000006
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 113 entries on the cover page, a total value of $1,885,849,822 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,885,849,822 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
XOMETRY INC98423F109CLASS A COM723,351$69,817,838dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW198,542$62,757,140dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock2,537,598$60,420,208dollars as filed
ASTRONICS CORP COM046433108Stock743,086$60,383,168dollars as filed
LINCOLN EDL SVCS CORP533535100COM1,175,462$58,655,553dollars as filed
MIRUM PHARMACEUTICALS INC604749101COM420,213$49,194,335dollars as filed
BILLIONTOONE INC090168105CL A364,467$43,728,750dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS1,171,927$40,701,024dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM949,379$40,604,939dollars as filed
AXOGEN INC05463X106COM872,546$40,302,899dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK410,731$39,454,819dollars as filed
AGILYSYS INC00847J105COM366,052$38,252,434dollars as filed
MYR GROUP INC55405W104COM73,541$36,799,916dollars as filed
PARK AEROSPACE CORP70014A104COM957,571$36,540,909dollars as filed
MAMAS CREATIONS INC COM56146T103Stock1,990,717$35,534,298dollars as filed
IPG PHOTONICS CORP44980X109COM270,752$31,764,624dollars as filed
SAIA INC78709Y105COM75,418$31,763,044dollars as filed
ULTRA CLEAN HLDGS INC COM90385V107Stock220,115$31,386,197dollars as filed
RBC BEARINGS INC COM75524B104Stock47,561$30,632,137dollars as filed
GUARDANT HEALTH INC COM40131M109Stock200,672$30,106,820dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock106,992$28,944,545dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A370,809$28,874,896dollars as filed
ALMONTY INDUSTRIES INC020398707COMMON STOCK1,740,455$28,821,934dollars as filed
INNODATA INC457642205COM NEW365,746$27,643,082dollars as filed
VERICEL CORP92346J108COM612,584$27,253,862dollars as filed
FORGENT POWER SOLUTIONS INC34631F102COM SHS CL A460,047$25,698,225dollars as filed
COVENANT LOGISTICS GROUP INC22284P105CL A551,906$24,383,207dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock63,773$24,257,336dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM38,489$23,741,554dollars as filed
NVIDIA Corp67066G104COM113,187$22,647,586dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock187,064$22,251,262dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock26,209$21,998,786dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock139,866$21,393,903dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM59,493$21,261,013dollars as filed
ARTERIS INC04302A104COM437,179$21,242,527dollars as filed
JFROG LTD ORD SHSM6191J100Stock230,703$20,966,288dollars as filed
HEARTFLOW INC42238D107COM671,404$19,698,993dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A772,520$18,664,083dollars as filed
SITIME CORP COM82982T106Stock23,825$17,762,967dollars as filed
SILVACO GROUP INC82728C102COMMON STOCK1,260,902$17,387,838dollars as filed
DPC HOLDINGS PLCG2R11M108ORDINARY SHARES347,007$17,024,163dollars as filed
ORION GROUP HOLDINGS INC68628V308COMMON STOCK988,549$16,627,394dollars as filed
BRAZE INC10576N102COM CL A747,301$16,208,958dollars as filed
ICHOR HOLDINGSG4740B105SHS142,610$16,012,250dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock558,829$15,781,330dollars as filed
OUSTER INC COM NEW68989M202Stock252,227$15,769,232dollars as filed
FREQUENCY ELECTRONICS INC358010106COMMON STOCK230,728$15,308,802dollars as filed
Apple Inc037833100COM51,841$15,000,711dollars as filed
DUTCH BROS INC26701L100CL A203,529$14,615,417dollars as filed
TACTILE SYSTEMS TECHNOLOGY I87357P100COMMON STOCK480,207$14,300,564dollars as filed
AAON INC000360206COM PAR $0.004110,031$13,958,532dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock609,830$13,080,853dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock79,607$12,500,687dollars as filed
M TRON INDUSTRIES INC55380K109COMMON STOCK124,173$12,311,752dollars as filed
MARTEN TRANSPORT LTD573075108COM699,305$12,132,941dollars as filed
MAXLINEAR INC57776J100COM93,598$11,983,351dollars as filed
KESTRA MED TECHNOLOGIES LTDG52441105SHS458,505$11,664,367dollars as filed
Astronics Class B Convertible046433207COM152,050$11,555,860dollars as filed
Broadcom Inc.11135F101COM29,740$11,234,285dollars as filed
BACKBLAZE INC A05637B105COMMON STOCK687,498$10,903,718dollars as filed
MODINE MFG CO COM607828100Stock40,689$10,864,776dollars as filed
WILLDAN GROUP INC96924N100COM126,407$9,998,793dollars as filed
VELO3D INC92259N302COMMON STOCK553,356$9,711,397dollars as filed
SI BONE INC825704109COM585,289$9,551,916dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock116,817$9,416,618dollars as filed
General Electric Company369604301COM23,404$8,746,776dollars as filed
EQUIPMENTSHARE.COM INC A29445S100COMMON STOCK429,623$8,446,388dollars as filed
Microsoft Corp594918104COM21,862$8,154,963dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock162,015$8,087,788dollars as filed
Applied Materials,Inc.038222105COM10,860$7,851,780dollars as filed
Goldman Sachs Group,Inc.38141G104COM7,625$7,711,696dollars as filed
STANDARDAERO INC COM85423L103Stock251,383$7,518,865dollars as filed
GRAHAM CORP384556106COM60,499$7,489,171dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM49,989$7,406,370dollars as filed
HOWMET AEROSPACE INC COM443201108Stock26,283$7,066,447dollars as filed
MP MATERIALS CORP553368101COM CL A122,580$6,865,705dollars as filed
BRIDGEWATER BANCSHARES INC108621103COMMON STOCK318,380$6,698,715dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,735$6,666,027dollars as filed
TEREX CORP NEW COM880779103Stock85,033$6,155,538dollars as filed
ONCE UPON A FARM PBC68237F108COMMON STOCK296,084$6,063,800dollars as filed
Advanced Micro Devices,Inc.007903107COM10,218$5,935,738dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock16,501$5,524,864dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM69,625$5,352,770dollars as filed
Caterpillar Inc.149123101COM4,932$5,252,086dollars as filed
PLANET LABS PBC72703X106COM CL A151,686$5,025,357dollars as filed
KOPIN CORP500600101COMMON STOCK1,071,652$4,801,000dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS39,505$4,510,680dollars as filed
META PLATFORMS INC CL A30303M102COM7,653$4,310,858dollars as filed
Visa Inc92826C839COM12,553$4,306,808dollars as filed
BOOST RUN INC09940T100CMN105,506$4,094,687dollars as filed
GLAUKOS CORP COM377322102Stock28,765$4,020,196dollars as filed
CAVAGROUPINC148929102STOK51,018$4,003,892dollars as filed
UNUSUAL MACHS INC91532F102COM SHS176,254$3,930,464dollars as filed
GE Vernova Inc.36828A101COM3,276$3,848,841dollars as filed
QUANTA SVCS INC74762E102COM5,291$3,809,731dollars as filed
ROBINHOOD MKTS INC770700102COM36,151$3,625,222dollars as filed
COHERENT CORP COM19247G107Stock8,418$3,320,648dollars as filed
AXONENTERPRISEINC05464C101STOK5,053$2,832,762dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A485,360$2,815,088dollars as filed
ROKU INC COM CL A77543R102Stock20,254$2,797,887dollars as filed
INSMED INC COM PAR $.01457669307Stock26,159$2,789,072dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS2,880$2,779,200dollars as filed
LIMBACH HLDGS INC53263P105COM36,002$2,772,154dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,349$2,683,754dollars as filed
MasterCard, Inc57636Q104COM5,026$2,581,353dollars as filed
ARISTA NETWORKS INC040413205COM14,952$2,540,045dollars as filed
Amazon.com, Inc023135106COM9,954$2,372,436dollars as filed
Tesla Motors, Inc88160R101COM5,436$2,286,381dollars as filed
MARVELL TECHNOLOGY INC573874104COM7,539$2,245,792dollars as filed
Costco Wholesale Corporation22160K105COM2,203$2,060,840dollars as filed
APPLOVIN CORP COM CL A03831W108Stock3,857$1,987,242dollars as filed
BLOOM ENERGY CORP093712107COM5,832$1,765,346dollars as filed
LEGACY ED INC52474R207CMN61,479$722,993dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001134007-26-000006this filing2026-08-14acceptance time not in the bulk data set