NEXT CENTURY GROWTH INVESTORS LLC

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$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 25.8% .

All

			Value		Shares		↓ Weighting
PODD	Sell	Insulet Corp	$82,358,000	+20.6%	1,736,790	-5.7%	2.45%	+29.4%
ABCO	Sell	Advisory Board Co (The)	$76,355,000	-5.2%	1,188,416	-6.0%	2.27%	+1.8%
PRAA	Sell	Portfolio Recovery Association	$76,021,000	-8.7%	1,313,894	-16.6%	2.26%	-2.0%
SPLK	Sell	Splunk Inc	$71,470,000	-10.0%	999,730	-13.5%	2.12%	-3.3%
GWRE	Sell	Guidewire Software	$70,169,000	-10.4%	1,430,578	-10.4%	2.08%	-3.8%
NOW	Sell	ServiceNow Inc	$66,529,000	-3.3%	1,110,299	-9.6%	1.98%	+3.8%
HEES	Sell	H&E Equipment Services	$66,012,000	+33.7%	1,631,958	-2.0%	1.96%	+43.6%
ODFL	Sell	Old Dominion Freight Line	$61,219,000	+2.0%	1,078,949	-4.7%	1.82%	+9.4%
CSGP	Sell	Costar Group Inc	$60,775,000	-5.1%	325,455	-6.2%	1.81%	+1.9%
ULTI	Sell	Ultimate Software Group Inc.	$59,965,000	-15.8%	437,706	-5.9%	1.78%	-9.6%
CHUY	Sell	Chuy's Holdings	$55,922,000	+17.3%	1,296,294	-2.0%	1.66%	+26.0%
MTZ	Sell	Mastec Inc	$49,467,000	+26.5%	1,138,756	-4.7%	1.47%	+35.9%
FLDM	Sell	Fluidigm Corp	$47,893,000	+6.3%	1,086,749	-7.6%	1.42%	+14.1%
ABMD	Sell	Abiomed Inc	$45,871,000	-8.5%	1,761,581	-6.1%	1.36%	-1.8%
DWRE	Sell	Demandware	$45,626,000	-4.6%	712,254	-4.5%	1.36%	+2.4%
PRLB	Sell	Proto Labs Inc	$39,659,000	-22.3%	586,078	-18.3%	1.18%	-16.7%
MKTO	Sell	Marketo Inc	$38,485,000	-16.0%	1,178,022	-4.7%	1.14%	-9.8%
LOPE	Sell	Grand Canyon Education Inc	$36,522,000	+1.9%	782,069	-4.8%	1.08%	+9.4%
SSTK	Sell	Shutterstock Inc	$35,655,000	-18.5%	491,051	-6.1%	1.06%	-12.6%
DATA	Sell	Tableau Software Inc.	$34,081,000	+9.3%	447,966	-1.0%	1.01%	+17.4%
ACHC	Sell	Acadia Healthcare Co Inc.	$33,343,000	-8.4%	738,993	-3.9%	0.99%	-1.6%
P103PS	Sell	NPS Pharmaceuticals Inc	$32,699,000	-27.7%	1,092,544	-26.7%	0.97%	-22.4%
PFPT	Sell	Proofpoint Inc.	$32,155,000	-6.8%	867,203	-16.7%	0.96%	0.0%
BWLD	Sell	Buffalo Wild Wings Inc.	$28,514,000	-24.6%	191,504	-25.5%	0.85%	-19.1%
SPSC	Sell	SPS Commerce Inc	$28,185,000	-7.6%	458,681	-1.8%	0.84%	-0.8%
LGND	Sell	Ligand Pharmaceuticals	$27,708,000	+21.8%	411,956	-4.7%	0.82%	+30.6%
HXL	Sell	Hexcel Corp	$26,307,000	-8.4%	604,223	-6.0%	0.78%	-1.6%
CVT	Sell	CVent Inc.	$24,896,000	-5.2%	688,701	-4.6%	0.74%	+1.8%
AZPN	Sell	Aspen Technology	$23,130,000	-1.4%	546,041	-2.7%	0.69%	+5.7%
GTLS	Sell	Chart Industries, Inc.	$23,053,000	-21.7%	289,800	-5.8%	0.68%	-16.0%
KSU	Sell	Kansas City Southern	$21,956,000	-21.7%	215,129	-5.0%	0.65%	-16.0%
UAA	Sell	Under Armour Inc.	$21,575,000	+10.2%	188,205	-16.1%	0.64%	+18.3%
NMBL	Sell	Nimble Storage	$20,699,000	-18.7%	546,300	-2.8%	0.62%	-12.8%
ATRO	Sell	Astronics Corp	$19,839,000	+5.6%	312,875	-15.0%	0.59%	+13.3%
CBI	Sell	Chicago Brdg + Iron Co N V	$19,427,000	-4.2%	222,918	-8.6%	0.58%	+2.9%
DXCM	Sell	Dexcom Inc	$19,219,000	-25.0%	464,678	-35.8%	0.57%	-19.5%
YELP	Sell	Yelp Inc	$18,994,000	-11.4%	246,903	-20.6%	0.56%	-5.1%
HSTM	Sell	Healthstream Inc	$18,222,000	-26.1%	682,486	-9.4%	0.54%	-20.8%
PSIX	Sell	Power Solutions International,	$18,108,000	-10.8%	240,897	-10.9%	0.54%	-4.3%
AWAY	Sell	Home Away	$18,041,000	-15.7%	478,941	-8.5%	0.54%	-9.6%
N	Sell	Netsuite	$17,976,000	-14.4%	189,562	-7.0%	0.53%	-8.1%
BEAV	Sell	B/E Aerospace, Inc.	$17,230,000	-43.0%	198,530	-42.9%	0.51%	-38.8%
TMH	Sell	Team Health Holdings Inc	$17,068,000	-19.9%	381,422	-18.5%	0.51%	-14.1%
SFLY	Sell	Shutterfly Inc	$16,477,000	-23.5%	386,064	-8.7%	0.49%	-17.8%
XON	Sell	Intrexon Corp	$15,976,000	-31.0%	607,689	-37.5%	0.48%	-25.9%
RNET	Sell	RigNet Inc.	$13,755,000	-0.6%	255,531	-11.5%	0.41%	+6.8%
CNQR	Sell	Concur Technologies Inc	$13,297,000	-12.1%	134,226	-8.4%	0.40%	-5.7%
ASGN	Sell	On Assignment, Inc	$13,236,000	+1.2%	343,001	-8.4%	0.39%	+8.6%
JBHT	Sell	Hunt (JB) Transport Services	$13,101,000	-14.7%	182,173	-8.4%	0.39%	-8.5%
FEYE	Sell	FireEye Inc.	$13,025,000	+28.8%	211,556	-8.8%	0.39%	+38.2%
VRTU	Sell	Virtusa Corp	$11,650,000	-16.6%	347,675	-5.2%	0.35%	-10.6%
EGHT	Sell	8x8 Inc	$11,235,000	-3.3%	1,039,347	-9.1%	0.33%	+3.7%
PCOM	Sell	Points International Ltd	$10,953,000	-10.6%	428,035	-11.2%	0.32%	-4.1%
AKRXQ	Sell	Akorn Inc	$10,465,000	-18.2%	475,698	-8.5%	0.31%	-12.1%
SLXP	Sell	Salix Pharamaceuticals	$9,920,000	+0.5%	95,749	-12.8%	0.30%	+8.1%
APOG	Sell	Apogee Enterprises Inc	$9,702,000	-9.4%	291,974	-2.1%	0.29%	-2.7%
RENT	Sell	Rentrak Corp	$9,640,000	+38.3%	159,933	-13.1%	0.29%	+48.2%
ININ	Sell	Interactive Intelligence Gro	$9,389,000	-1.3%	129,508	-8.3%	0.28%	+6.1%
GHM	Sell	Graham Corp	$9,330,000	-21.5%	292,943	-10.6%	0.28%	-15.8%
PANW	Sell	Palo Alto Networks	$9,171,000	+9.4%	133,700	-8.4%	0.27%	+17.7%
IPGP	Sell	IPG Photonics Corp	$8,841,000	-16.5%	124,387	-8.8%	0.26%	-10.2%
ESNT	Sell	Essent Group Ltd	$8,468,000	-14.7%	377,044	-8.7%	0.25%	-8.4%
XOOM	Sell	Xoom Corp	$8,337,000	-35.1%	427,106	-9.1%	0.25%	-30.3%
CLFD	Sell	Clearfield Inc.	$8,311,000	+12.4%	359,970	-1.4%	0.25%	+20.5%
V	Sell	Visa Inc	$8,189,000	-15.2%	37,937	-12.6%	0.24%	-9.0%
MKTX	Sell	Marketaxess Holdings Inc	$8,096,000	-19.4%	136,723	-9.0%	0.24%	-13.3%
PCLN	Sell	Priceline Group Inc. (The)	$8,032,000	-14.4%	6,739	-16.5%	0.24%	-8.1%
FRGI	Sell	Fiesta Restaurant Group	$7,529,000	-20.6%	165,163	-9.0%	0.22%	-14.5%
ATHN	Sell	AthenaHealth Inc	$7,143,000	-19.8%	44,581	-32.7%	0.21%	-14.2%
VEEV	Sell	Veeva Systems Inc. Class A`	$6,890,000	-71.3%	258,067	-65.5%	0.20%	-69.2%
MDCO	Sell	Medicines Company	$6,129,000	-32.7%	215,678	-8.5%	0.18%	-27.8%
SPNC	Sell	Spectranetics Corp	$5,375,000	+7.2%	177,356	-11.6%	0.16%	+15.1%
MHO	Sell	M/I Homes	$5,128,000	-21.3%	228,754	-10.6%	0.15%	-15.6%
AMWD	Sell	American Woodmark Corp	$4,925,000	-24.7%	146,332	-11.6%	0.15%	-19.3%
CYNO	Sell	Cynosure Inc.	$4,757,000	-79.8%	162,372	-81.6%	0.14%	-78.3%
CALD	Sell	Callidus Software	$4,625,000	-57.0%	369,413	-52.8%	0.14%	-54.0%
MRLN	Sell	Marlin Business Services	$4,567,000	-56.6%	219,476	-47.4%	0.14%	-53.3%
T104SC	Sell	Annie's Inc	$4,492,000	-90.5%	111,780	-89.8%	0.13%	-89.8%
SAAS	Sell	Incontact Inc	$4,398,000	+8.8%	458,151	-11.5%	0.13%	+17.0%
SBUX	Sell	Starbucks Corp.	$4,223,000	-51.8%	57,560	-48.5%	0.12%	-48.6%
PRO	Sell	Pros Hldgs Inc	$4,080,000	-30.2%	129,496	-11.6%	0.12%	-25.3%
ILMN	Sell	Illumina Inc	$3,922,000	-17.4%	26,386	-38.6%	0.12%	-11.4%
NFLX	Sell	Netflix.com Inc.	$3,011,000	-46.2%	8,554	-43.7%	0.09%	-42.6%
RMTI	Sell	Rockwell Medical Inc.	$1,169,000	-70.3%	92,362	-75.5%	0.04%	-67.9%
ORLY	Sell	O'Reilly Automotive Inc	$867,000	+1.3%	5,847	-12.1%	0.03%	+8.3%
EBAY	Sell	Ebay, Inc.	$259,000	-12.8%	4,706	-13.2%	0.01%	0.0%
TSCO	Sell	Tractor Supply Co	$283,000	-69.8%	4,014	-66.8%	0.01%	-69.2%
NKE	Sell	Nike Class B	$240,000	-18.6%	3,257	-13.2%	0.01%	-12.5%
WBC	Sell	Wabco Holdings Inc	$33,000	-44.1%	322	-49.5%	0.00%	-50.0%
KMX	Exit	Carmax inc.	$0	–	-565	-100.0%	-0.00%	–
XLNX	Exit	Xilinx Inc	$0	–	-5,925	-100.0%	-0.01%	–
CREE	Exit	Cree, Inc	$0	–	-13,920	-100.0%	-0.02%	–
KORS	Exit	Michael Kors Holdings	$0	–	-30,686	-100.0%	-0.07%	–
BDE	Exit	Black Diamond Inc	$0	–	-357,351	-100.0%	-0.13%	–
TPH	Exit	Tri Pointe Homes Inc	$0	–	-244,084	-100.0%	-0.14%	–
GE	Exit	General Electric	$0	–	-195,544	-100.0%	-0.15%	–
COVS	Exit	Covisint Corp	$0	–	-453,596	-100.0%	-0.16%	–
WFM	Exit	Whole Foods Market Inc	$0	–	-106,599	-100.0%	-0.17%	–
CARB	Exit	Carbonite Inc	$0	–	-596,039	-100.0%	-0.20%	–
SFM	Exit	Sprouts Famers Markets Inc	$0	–	-210,183	-100.0%	-0.22%	–
FIVE	Exit	Five Below	$0	–	-188,683	-100.0%	-0.23%	–
EGAN	Exit	Egain Corp	$0	–	-827,312	-100.0%	-0.23%	–
TCS	Exit	Container Store (The)	$0	–	-191,359	-100.0%	-0.25%	–
MOVE	Exit	Move Inc	$0	–	-567,737	-100.0%	-0.25%	–
FNP	Exit	Fifth & Pacific CO	$0	–	-321,212	-100.0%	-0.28%	–
GOOGL	Exit	Google Inc-CL A	$0	–	-9,427	-100.0%	-0.29%	–
RTI	Exit	RTI International Metals Inc.	$0	–	-312,667	-100.0%	-0.30%	–
FLTX	Exit	Fleetmatics Group	$0	–	-248,024	-100.0%	-0.30%	–
STMP	Exit	Stamps.com, Inc.	$0	–	-295,606	-100.0%	-0.34%	–
TRLA	Exit	Trulia Inc	$0	–	-434,289	-100.0%	-0.42%	–
RALY	Exit	Rally Softwared Development C	$0	–	-1,001,016	-100.0%	-0.54%	–
VNCE	Exit	Vince	$0	–	-635,580	-100.0%	-0.54%	–
OPEN	Exit	Open Table	$0	–	-250,119	-100.0%	-0.55%	–
TTSH	Exit	Tile Shop Holdings Inc	$0	–	-1,164,476	-100.0%	-0.58%	–
FWMHQ	Exit	Fairway Group Holdings Corp	$0	–	-1,804,960	-100.0%	-0.90%	–
SSYS	Exit	Stratasys Ltd.	$0	–	-280,642	-100.0%	-1.05%	–
ELGX	Exit	Endologix Inc	$0	–	-2,471,336	-100.0%	-1.19%	–
LL	Exit	Lumber Liquidators Holdings, I	$0	–	-458,878	-100.0%	-1.31%	–
BLOX	Exit	InfoBlox Inc	$0	–	-1,592,193	-100.0%	-1.46%	–
ECPG	Exit	Encore Captial Group	$0	–	-1,100,844	-100.0%	-1.53%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2014-05-14

Signatures

The EDGAR filing(s) were signed by:

Gina Nelson — Operations

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)

NEXT CENTURY GROWTH INVESTORS LLC Q1 2014 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
ASPEN GROUP, INC.^{Sold out}	February 11, 2022	0	0.0%
ASTRONICS CORP	February 11, 2022	793	7.9%
IEC ELECTRONICS CORP^{Sold out}	February 11, 2022	0	0.0%
Neff Corp^{Sold out}	January 25, 2018	0	0.0%
FLUIDIGM CORP^{Sold 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 Corp^{Sold 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

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (3365493000.0 != 3365400000.0)

Export NEXT CENTURY GROWTH INVESTORS LLC's holdings