$3.37 Billion is the total value of NEXT CENTURY GROWTH INVESTORS LLC's 185 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GVA | New | Granite Construction Inc | $43,263,000 | – | 1,083,483 | +100.0% | 1.29% | – |
| HF | New | HFF Inc. Class A | $21,935,000 | – | 652,659 | +100.0% | 0.65% | – |
| NVDQ | New | Novadaq Tehcnologies | $21,767,000 | – | 976,995 | +100.0% | 0.65% | – |
| MOH | New | Molina Healthcare Inc | $18,738,000 | – | 498,882 | +100.0% | 0.56% | – |
| LOCK | New | Lifelock Inc | $10,911,000 | – | 637,740 | +100.0% | 0.32% | – |
| KATE | New | Kate Spade & Co | $10,907,000 | – | 294,082 | +100.0% | 0.32% | – |
| GOOG | New | Google Inc-CL C | $10,831,000 | – | 9,719 | +100.0% | 0.32% | – |
| ATEN | New | A10 Networks | $9,687,000 | – | 644,120 | +100.0% | 0.29% | – |
| P | New | Pandora Media | $8,819,000 | – | 290,893 | +100.0% | 0.26% | – |
| SYNT | New | Syntel Inc | $8,399,000 | – | 93,429 | +100.0% | 0.25% | – |
| CPHD | New | Cepheid Inc | $8,357,000 | – | 162,031 | +100.0% | 0.25% | – |
| MDVN | New | Medivation Inc | $8,127,000 | – | 126,257 | +100.0% | 0.24% | – |
| TWOU | New | 2U Inc | $7,536,000 | – | 552,094 | +100.0% | 0.22% | – |
| BLDR | New | Builders Firstsource | $7,315,000 | – | 803,048 | +100.0% | 0.22% | – |
| CGNX | New | Cognex Corporation | $7,268,000 | – | 214,654 | +100.0% | 0.22% | – |
| CSIQ | New | Canadian Solar Inc | $7,155,000 | – | 223,340 | +100.0% | 0.21% | – |
| GOGO | New | GoGo Inc. | $7,042,000 | – | 342,875 | +100.0% | 0.21% | – |
| NSTG | New | Nanostring Technologies | $6,857,000 | – | 332,100 | +100.0% | 0.20% | – |
| 2978PS | New | E2Open Inc | $6,180,000 | – | 262,215 | +100.0% | 0.18% | – |
| OXFD | New | Oxford Immunotec Global PLC | $6,040,000 | – | 300,965 | +100.0% | 0.18% | – |
| ATRC | New | Atricure Inc | $5,901,000 | – | 313,768 | +100.0% | 0.18% | – |
| PLPM | New | Planet Payment Inc | $5,867,000 | – | 2,141,305 | +100.0% | 0.17% | – |
| VRNS | New | Varonis Systems | $5,352,000 | – | 149,679 | +100.0% | 0.16% | – |
| STCK | New | Stock Building Supply Holding | $5,080,000 | – | 250,000 | +100.0% | 0.15% | – |
| MMI | New | Marcus & Millichap Inc | $4,810,000 | – | 269,652 | +100.0% | 0.14% | – |
| HIVE | New | Aerohive Networks | $4,747,000 | – | 450,000 | +100.0% | 0.14% | – |
| QTWO | New | Q2 Holdings | $4,503,000 | – | 290,000 | +100.0% | 0.13% | – |
| POWR | New | Powersecure International | $4,379,000 | – | 186,850 | +100.0% | 0.13% | – |
| AMBR | New | Amber Road Inc | $4,380,000 | – | 284,477 | +100.0% | 0.13% | – |
| PX | New | Praxair Inc | $4,240,000 | – | 32,375 | +100.0% | 0.13% | – |
| ARCW | New | Arc Group Worldwide | $2,810,000 | – | 81,848 | +100.0% | 0.08% | – |
| URI | New | United Rentals Inc | $785,000 | – | 8,277 | +100.0% | 0.02% | – |
| BBSI | New | Barrett Business Service | $619,000 | – | 10,401 | +100.0% | 0.02% | – |
| BLK | New | Blackrock Inc | $266,000 | – | 849 | +100.0% | 0.01% | – |
| TYL | New | Tyler Technologies Inc | $27,000 | – | 333 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Costar Group Inc | 42 | Q3 2023 | 2.8% |
| Old Dominion Freight Line | 42 | Q3 2023 | 2.1% |
| Amazon.Com | 42 | Q3 2023 | 1.1% |
| MASTERcARD, Inc. | 42 | Q3 2023 | 0.9% |
| Visa Inc | 42 | Q3 2023 | 0.7% |
| Salesforce, Inc. | 41 | Q2 2023 | 0.4% |
| Apple Computer Inc | 40 | Q3 2023 | 1.6% |
| Costco Wholesale Corp | 40 | Q3 2023 | 0.6% |
| Epam Systems | 39 | Q1 2023 | 1.7% |
| Meta Platforms, Inc. | 39 | Q3 2023 | 0.6% |
View NEXT CENTURY GROWTH INVESTORS LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ASPEN GROUP, INC.Sold out | February 11, 2022 | 0 | 0.0% |
| ASTRONICS CORP | February 11, 2022 | 793 | 7.9% |
| IEC ELECTRONICS CORPSold out | February 11, 2022 | 0 | 0.0% |
| Neff CorpSold out | January 25, 2018 | 0 | 0.0% |
| FLUIDIGM CORPSold out | February 12, 2016 | 0 | 0.0% |
| KONA GRILL INC | February 12, 2016 | 477 | 4.8% |
| ABIOMED INC | February 13, 2015 | 289 | 2.9% |
| Annie's, Inc.Sold out | February 13, 2015 | 0 | 0.0% |
| CHUY'S HOLDINGS, INC.Sold out | February 13, 2015 | 0 | 0.0% |
| Fairway Group Holdings CorpSold out | February 13, 2015 | 0 | 0.0% |
View NEXT CENTURY GROWTH INVESTORS LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| SC 13G/A | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View NEXT CENTURY GROWTH INVESTORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.