Next Century Growth Investors LLC Portfolio Holdings by Sector
Next Century Growth Investors LLC
- $1.2 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Medical Devices | Healthcare
AORT ATEC IRTC PEN TMDX BSX SIBN 7 stocks |
$131,527
10.94% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MYRG STRL AGX LMB ORN GLDD PWR 7 stocks |
$112,369
9.35% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
ATRO PL AVAV BA HWM PKE AXON 7 stocks |
$107,760
8.97% of portfolio
|
5
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MTSI LSCC SITM AVGO AIP 6 stocks |
$97,549
8.12% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FROG AGYS PRCH ZETA QTWO BLND APP SNOW 13 stocks |
$81,597
6.79% of portfolio
|
6
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI LINC 2 stocks |
$53,534
4.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR AMSC 2 stocks |
$51,528
4.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
PAY INOD 2 stocks |
$48,414
4.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT AVPT ORCL MDB HOOD CRWD 6 stocks |
$47,234
3.93% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
MIRM ADPT ADMA INSM 4 stocks |
$42,488
3.54% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ALHC 1 stocks |
$39,659
3.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PI CRDO FEIM 3 stocks |
$34,227
2.85% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
APLD WULF GS 3 stocks |
$29,213
2.43% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI COST 2 stocks |
$27,379
2.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS WING KRUS 3 stocks |
$21,121
1.76% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CCB WAL BWB 3 stocks |
$20,833
1.73% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN GLBE CVNA 3 stocks |
$20,488
1.7% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT 3 stocks |
$19,689
1.64% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA KNX 2 stocks |
$18,310
1.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18,225
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KNSL PGR 2 stocks |
$17,890
1.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$15,824
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE VRT AMPX 3 stocks |
$14,875
1.24% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
$13,621
1.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$12,682
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL 1 stocks |
$12,077
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
AAON 1 stocks |
$10,954
0.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF 1 stocks |
$10,201
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL 1 stocks |
$10,070
0.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AEHR 1 stocks |
$8,334
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BLFS 1 stocks |
$6,734
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU 1 stocks |
$6,643
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$6,126
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$5,557
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
MPTI 1 stocks |
$4,829
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
EVLV 1 stocks |
$4,815
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
GSHD 1 stocks |
$4,655
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
OPRX 1 stocks |
$4,319
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MMMB 1 stocks |
$4,192
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$2,401
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,955
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|