$749 Million is the total value of NEXT CENTURY GROWTH INVESTORS LLC's 123 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 28.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IMXI | Buy | International Money Express In | $20,397,000 | +2.9% | 1,749,348 | +5.6% | 2.72% | -3.4% |
| EHTH | Buy | EHealth Inc | $18,469,000 | +139.9% | 296,266 | +47.8% | 2.47% | +125.1% |
| VCYT | Buy | Veracyte Inc | $18,178,000 | +170.1% | 726,554 | +35.8% | 2.43% | +153.7% |
| GSHD | Buy | Goosehead Insurance Inc. | $17,069,000 | +29.0% | 612,253 | +21.6% | 2.28% | +21.1% |
| LMNR | Buy | Limoneira Co | $14,015,000 | +26.3% | 595,665 | +4.9% | 1.87% | +18.6% |
| CVGW | Buy | Calavo Growers Inc | $12,318,000 | +29.3% | 146,909 | +12.5% | 1.64% | +21.3% |
| LPSN | Buy | Liveperson, Inc. | $12,288,000 | +66.3% | 423,456 | +8.0% | 1.64% | +56.0% |
| INSP | Buy | Inspire Medical Systems Inc | $11,329,000 | +41.5% | 199,526 | +5.3% | 1.51% | +32.8% |
| WIFI | Buy | Boingo Wireless Inc | $10,931,000 | +26.6% | 469,554 | +11.9% | 1.46% | +18.9% |
| VCRA | Buy | Vocera Communications | $9,089,000 | +44.2% | 287,360 | +79.4% | 1.21% | +35.3% |
| SIBN | Buy | SI-Bone Inc | $6,921,000 | +54.2% | 367,383 | +70.9% | 0.92% | +44.6% |
| EXAS | Buy | Exact Sciences Corp | $6,785,000 | +45.8% | 78,333 | +6.2% | 0.91% | +36.9% |
| FIVN | Buy | Five9, Inc. | $6,752,000 | +31.1% | 127,816 | +8.5% | 0.90% | +23.1% |
| RP | Buy | Realpage Inc | $6,536,000 | +51.6% | 107,697 | +20.4% | 0.87% | +42.4% |
| BAND | Buy | Bandwidth Inc | $5,634,000 | +166.8% | 84,143 | +62.3% | 0.75% | +149.8% |
| MSFT | Buy | Microsoft Corp. | $5,224,000 | +32.1% | 44,301 | +13.8% | 0.70% | +24.0% |
| AAPL | Buy | Apple Computer Inc | $4,765,000 | +43.4% | 25,090 | +19.1% | 0.64% | +34.5% |
| MPWR | Buy | Monolithic Power Systems, Inc | $4,538,000 | +72.7% | 33,494 | +48.1% | 0.61% | +62.0% |
| AVLR | New | Avalara, Inc. | $4,442,000 | – | 79,628 | +100.0% | 0.59% | – |
| PCTY | New | Paylocity Corp | $4,418,000 | – | 49,537 | +100.0% | 0.59% | – |
| WTRH | New | WAITR Holdings | $3,994,000 | – | 325,041 | +100.0% | 0.53% | – |
| FLDM | New | Fluidigm Corp | $3,879,000 | – | 291,893 | +100.0% | 0.52% | – |
| BA | Buy | Boeing Co | $3,791,000 | +31.3% | 9,940 | +11.0% | 0.51% | +23.1% |
| EW | Buy | Edwards Lifesciences Corp | $2,920,000 | +208.3% | 15,263 | +146.7% | 0.39% | +188.9% |
| LULU | Buy | Lululemon Athletica Inc | $2,690,000 | +245.3% | 16,417 | +156.1% | 0.36% | +223.4% |
| RIBT | Buy | Ricebran Technologies | $2,551,000 | +120.1% | 685,835 | +77.4% | 0.34% | +106.7% |
| DE | New | Deere & Co | $1,736,000 | – | 10,863 | +100.0% | 0.23% | – |
| ASPN | New | Aspen Aerogels Inc. | $1,623,000 | – | 636,772 | +100.0% | 0.22% | – |
| XLNX | New | Xilinx Inc | $1,219,000 | – | 9,616 | +100.0% | 0.16% | – |
| CYRX | Buy | Cryoport Inc | $971,000 | +31.0% | 75,230 | +11.9% | 0.13% | +23.8% |
| PAYC | Buy | Paycom Software Inc | $298,000 | +57.7% | 1,576 | +1.9% | 0.04% | +48.1% |
| GWRE | Buy | Guidewire Software | $151,000 | +21.8% | 1,563 | +0.3% | 0.02% | +11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2022-05-13 |
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.