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Next Century Growth Investors LLC
институциональный инвестор · портфель $1.89 млрд · 113 позиций · отчёт на 30.06.2026
Позиции в акциях отчёт за 30.06.2026, подан 14.08.2026; изменение — к 31.03.2026 · 130
| Компания | Акции | Стоимость | % портфеля | Изменение за квартал |
|---|---|---|---|---|
| Xometry Inc US:XMTR | 723 351 | $69.8 млн | 3.70% | −64 079 |
| Ligand Pharmaceuticals Incor… US:LGND | 198 542 | $62.8 млн | 3.33% | +102 666 |
| Alignment Healthcare LLC US:ALHC | 2 537 598 | $60.4 млн | 3.20% | +275 522 |
| Astronics Corporation US:ATRO | 743 086 | $60.4 млн | 3.20% | −43 231 |
| Lincoln Educational Services US:LINC | 1 175 462 | $58.7 млн | 3.11% | +134 860 |
| Mirum Pharmaceuticals Inc US:MIRM | 420 213 | $49.2 млн | 2.61% | +34 674 |
| BillionToOne, Inc. Class A US:BLLN | 364 467 | $43.7 млн | 2.32% | +273 903 |
| Global-E Online CUSIP M5216V106 | 1 171 927 | $40.7 млн | 2.16% | +409 627 |
| Universal Technical Institut… US:UTI | 949 379 | $40.6 млн | 2.15% | −5 723 |
| Axogen Inc US:AXGN | 872 546 | $40.3 млн | 2.14% | +6 583 |
| Aehr Test Systems US:AEHR | 410 731 | $39.5 млн | 2.09% | −344 006 |
| Agilysys Inc US:AGYS | 366 052 | $38.3 млн | 2.03% | +205 562 |
| MYR Group Inc US:MYRG | 73 541 | $36.8 млн | 1.95% | −56 038 |
| Park Aerospace Corp US:PKE | 957 571 | $36.5 млн | 1.94% | +285 403 |
| Mama's Creations, Inc. US:MAMA | 1 990 717 | $35.5 млн | 1.88% | +244 409 |
| IPG Photonics Corporation US:IPGP | 270 752 | $31.8 млн | 1.68% | новая |
| Saia Inc US:SAIA | 75 418 | $31.8 млн | 1.68% | +34 267 |
| Ultra Clean Holdings Inc US:UCTT | 220 115 | $31.4 млн | 1.66% | −60 428 |
| RBC Bearings Incorporated US:RBC | 47 561 | $30.6 млн | 1.62% | +8 063 |
| Guardant Health Inc US:GH | 200 672 | $30.1 млн | 1.60% | +173 705 |
| FTAI Aviation CUSIP G3730V105 | 106 992 | $28.9 млн | 1.53% | +8 757 |
| Knight Transportation Inc US:KNX | 370 809 | $28.9 млн | 1.53% | +213 318 |
| Almonty Industries Inc. US:ALM | 1 740 455 | $28.8 млн | 1.53% | −78 669 |
| Innodata Inc US:INOD | 365 746 | $27.6 млн | 1.47% | −2 656 |
| Vericel Corp Ord US:VCEL | 612 584 | $27.3 млн | 1.45% | +459 805 |
| Forgent Power Solutions, Inc… US:FPS | 460 047 | $25.7 млн | 1.36% | +170 247 |
| Covenant Logistics Group, In… US:CVLG | 551 906 | $24.4 млн | 1.29% | +257 038 |
| MACOM Technology Solutions H… US:MTSI | 63 773 | $24.3 млн | 1.29% | −66 483 |
| Carpenter Technology Corpora… US:CRS | 38 489 | $23.7 млн | 1.26% | −18 690 |
| NVIDIA Corporation US:NVDA | 113 187 | $22.6 млн | 1.20% | −36 |
| iRhythm Technologies Inc US:IRTC | 187 064 | $22.3 млн | 1.18% | +17 758 |
| Sterling Infrastructure, Inc… US:STRL | 26 209 | $22.0 млн | 1.17% | −41 198 |
| Lattice Semiconductor Corpor… US:LSCC | 139 866 | $21.4 млн | 1.13% | −139 734 |
| Alphabet Inc. US:GOOGL | 59 493 | $21.3 млн | 1.13% | +20 649 |
| Arteris Inc US:AIP | 437 179 | $21.2 млн | 1.13% | −152 406 |
| JFrog CUSIP M6191J100 | 230 703 | $21.0 млн | 1.11% | +51 829 |
| Heartflow, Inc. US:HTFL | 671 404 | $19.7 млн | 1.04% | +18 435 |
| Paymentus Holdings, Inc. US:PAY | 772 520 | $18.7 млн | 0.99% | −385 833 |
| Sitime Corporation US:SITM | 23 825 | $17.8 млн | 0.94% | −26 159 |
| Silvaco Group, Inc. US:SVCO | 1 260 902 | $17.4 млн | 0.92% | +428 999 |
| DPC Holdings CUSIP G2R11M108 | 347 007 | $17.0 млн | 0.90% | новая |
| Orion Group Holdings Inc US:ORN | 988 549 | $16.6 млн | 0.88% | +331 635 |
| Braze Inc US:BRZE | 747 301 | $16.2 млн | 0.86% | новая |
| Ichor Holdings CUSIP G4740B105 | 142 610 | $16.0 млн | 0.85% | −44 395 |
| BIOLIFE SOLUTIONS INC US:BLFS | 558 829 | $15.8 млн | 0.84% | +196 889 |
| Ouster, Inc. US:OUST | 252 227 | $15.8 млн | 0.84% | новая |
| Frequency Electronics Inc US:FEIM | 230 728 | $15.3 млн | 0.81% | +14 354 |
| Apple Inc. US:AAPL | 51 841 | $15.0 млн | 0.80% | −26 246 |
| Dutch Bros Inc US:BROS | 203 529 | $14.6 млн | 0.78% | −129 299 |
| Tactile Systems Technology I… US:TCMD | 480 207 | $14.3 млн | 0.76% | +52 048 |
| AAON Inc US:AAON | 110 031 | $14.0 млн | 0.74% | +1 496 |
| Adaptive Biotechnologies Cor… US:ADPT | 609 830 | $13.1 млн | 0.69% | +105 484 |
| DigitalOcean Holdings Inc US:DOCN | 79 607 | $12.5 млн | 0.66% | новая |
| M-tron Industries, Inc. US:MPTI | 124 173 | $12.3 млн | 0.65% | +15 953 |
| Marten Transport Ltd US:MRTN | 699 305 | $12.1 млн | 0.64% | +280 934 |
| MaxLinear Inc US:MXL | 93 598 | $12.0 млн | 0.64% | новая |
| Kestra Medical Technology CUSIP G52441105 | 458 505 | $11.7 млн | 0.62% | +947 |
| Astronics Corporation US:ATROB | 152 050 | $11.6 млн | 0.61% | новая |
| Broadcom Inc. US:AVGO | 29 740 | $11.2 млн | 0.60% | −1 527 |
| Backblaze Inc US:BLZE | 687 498 | $10.9 млн | 0.58% | новая |
| Modine Manufacturing Company US:MOD | 40 689 | $10.9 млн | 0.58% | −9 534 |
| Willdan Group Inc US:WLDN | 126 407 | $10.00 млн | 0.53% | новая |
| Velo3D, Inc. US:VELO | 553 356 | $9.71 млн | 0.51% | новая |
| Si-Bone Inc US:SIBN | 585 289 | $9.55 млн | 0.51% | +201 331 |
| Loar Holdings Inc. US:LOAR | 116 817 | $9.42 млн | 0.50% | −8 121 |
| GE Aerospace US:GE | 23 404 | $8.75 млн | 0.46% | +7 577 |
| EquipmentShare.com Inc Class… US:EQPT | 429 623 | $8.45 млн | 0.45% | +202 649 |
| Microsoft Corporation US:MSFT | 21 862 | $8.15 млн | 0.43% | −8 142 |
| Karman Holdings Inc. US:KRMN | 162 015 | $8.09 млн | 0.43% | −9 188 |
| Applied Materials Inc US:AMAT | 10 860 | $7.85 млн | 0.42% | −2 507 |
| Goldman Sachs Group Inc US:GS | 7 625 | $7.71 млн | 0.41% | −2 |
| StandardAero, Inc. US:SARO | 251 383 | $7.52 млн | 0.40% | −11 613 |
| Graham Corporation US:GHM | 60 499 | $7.49 млн | 0.40% | новая |
| Applied Opt US:AAOI | 49 989 | $7.41 млн | 0.39% | −270 742 |
| Howmet Aerospace Inc US:HWM | 26 283 | $7.07 млн | 0.37% | −8 |
| MP Materials Corp US:MP | 122 580 | $6.87 млн | 0.36% | −5 663 |
| Bridgewater Bancshares Inc US:BWB | 318 380 | $6.70 млн | 0.36% | −15 174 |
| CrowdStrike Holdings, Inc. US:CRWD | 8 735 | $6.67 млн | 0.35% | −3 |
| Terex Corporation US:TEX | 85 033 | $6.16 млн | 0.33% | −23 969 |
| Once Upon a Farm, PBC US:OFRM | 296 084 | $6.06 млн | 0.32% | +58 025 |
| Advanced Micro Devices Inc US:AMD | 10 218 | $5.94 млн | 0.31% | −2 649 |
| Vertiv Holdings Co US:VRT | 16 501 | $5.52 млн | 0.29% | −15 780 |
| Ollie's Bargain Outlet Hldg US:OLLI | 69 625 | $5.35 млн | 0.28% | −63 175 |
| Caterpillar Inc US:CAT | 4 932 | $5.25 млн | 0.28% | −2 062 |
| Planet Labs PBC US:PL | 151 686 | $5.03 млн | 0.27% | −129 847 |
| Kopin Corporation US:KOPN | 1 071 652 | $4.80 млн | 0.25% | +834 345 |
| Shopify Inc US:SHOP | 39 505 | $4.51 млн | 0.24% | +15 051 |
| Meta Platforms, Inc. US:META | 7 653 | $4.31 млн | 0.23% | −1 378 |
| Visa Inc. Class A US:V | 12 553 | $4.31 млн | 0.23% | −3 |
| Boost Run Inc. Class A US:BRUN | 105 506 | $4.09 млн | 0.22% | новая |
| Glaukos Corp US:GKOS | 28 765 | $4.02 млн | 0.21% | новая |
| CAVA Group, Inc. US:CAVA | 51 018 | $4.00 млн | 0.21% | −40 977 |
| Unusual Machines, Inc. US:UMAC | 176 254 | $3.93 млн | 0.21% | новая |
| GE Vernova LLC US:GEV | 3 276 | $3.85 млн | 0.20% | −2 426 |
| Quanta Services Inc US:PWR | 5 291 | $3.81 млн | 0.20% | −2 |
| Robinhood Markets, Inc. US:HOOD | 36 151 | $3.63 млн | 0.19% | −9 |
| Coherent Inc US:COHR | 8 418 | $3.32 млн | 0.18% | −101 581 |
| Axon Enterprise Inc. US:AXON | 5 053 | $2.83 млн | 0.15% | −4 096 |
| Evolv Technologies Holdings… US:EVLV | 485 360 | $2.82 млн | 0.15% | −321 961 |
| Roku Inc US:ROKU | 20 254 | $2.80 млн | 0.15% | −5 |
| Insmed Inc US:INSM | 26 159 | $2.79 млн | 0.15% | −8 |
| Seagate Technology Holdings CUSIP G7997R103 | 2 880 | $2.78 млн | 0.15% | −1 843 |
| Limbach Holdings Inc US:LMB | 36 002 | $2.77 млн | 0.15% | −1 755 |
| ASML Holding CUSIP N07059210 | 1 349 | $2.68 млн | 0.14% | новая |
| Mastercard Inc US:MA | 5 026 | $2.58 млн | 0.14% | −1 |
| Arista Networks US:ANET | 14 952 | $2.54 млн | 0.13% | новая |
| Amazon.com, Inc. US:AMZN | 9 954 | $2.37 млн | 0.13% | −23 983 |
| Tesla, Inc. US:TSLA | 5 436 | $2.29 млн | 0.12% | −5 127 |
| Marvell Technology, Inc. US:MRVL | 7 539 | $2.25 млн | 0.12% | новая |
| Costco Wholesale Corporation US:COST | 2 203 | $2.06 млн | 0.11% | −1 |
| Applovin Corp US:APP | 3 857 | $1.99 млн | 0.11% | −1 042 |
| Bloom Energy Corp US:BE | 5 832 | $1.77 млн | 0.09% | −38 866 |
| Legacy Education Inc. US:LGCY | 61 479 | $723 тыс | 0.04% | новая |
| Applied Digital Corporation US:APLD | 0 (было 431 900) | — | — | продана |
| Carvana Co US:CVNA | 0 (было 5 512) | — | — | продана |
| Celsius Holdings Inc US:CELH | 0 (было 277 288) | — | — | продана |
| Centrus Energy Corp. US:LEU | 0 (было 14 163) | — | — | продана |
| Artivion Inc US:AORT | 0 (было 1 023 701) | — | — | продана |
| Kinsale Capital Group Inc US:KNSL | 0 (было 9 606) | — | — | продана |
| Legence Corp. Class A US:LGN | 0 (было 238 114) | — | — | продана |
| Palantir Technologies Inc. US:PLTR | 0 (было 15 902) | — | — | продана |
| Pegasystems Inc US:PEGA | 0 (было 82 077) | — | — | продана |
| TERAWULF INC. US:WULF | 0 (было 694 476) | — | — | продана |
| TransMedics Group Inc US:TMDX | 0 (было 96 445) | — | — | продана |
| Waystar Holding Corp. US:WAY | 0 (было 216 616) | — | — | продана |
| Wingstop Inc US:WING | 0 (было 14 717) | — | — | продана |
| York Space Systems Inc. US:YSS | 0 (было 191 817) | — | — | продана |
| ADMA Biologics Inc US:ADMA | 0 (было 774 436) | — | — | продана |
| Zeta Global Holdings Corp US:ZETA | 0 (было 264 027) | — | — | продана |
| Alphatec Holdings, Inc. US:ATEC | 0 (было 2 370 377) | — | — | продана |
В компаниях нашей базы данных 8
| Компания | Доля | Акции | Дата отчета |
|---|---|---|---|
| Mama's Creations, Inc. | 5.58% | 1 990 717 | 2026-06-30 |
| Velo3D, Inc. | 3.93% | 553 356 | 2026-06-30 |
| Lincoln Educational Services | 3.71% | 1 175 462 | 2026-06-30 |
| Silvaco Group, Inc. | 3.69% | 1 260 902 | 2026-06-30 |
| M-tron Industries, Inc. | 2.86% | 124 173 | 2026-06-30 |
| Orion Group Holdings Inc | 2.43% | 988 549 | 2026-06-30 |
| Astronics Corporation | 2.06% | 743 086 | 2026-06-30 |
| Frequency Electronics Inc | 2.05% | 230 728 | 2026-06-30 |
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