NEXT CENTURY GROWTH INVESTORS LLC

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$833 Million is the total value of NEXT CENTURY GROWTH INVESTORS LLC's 100 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

All

			Value		Shares		↓ Weighting
LGIH	New	LGI Homes Inc	$20,722,491	–	223,785	+100.0%	2.49%	–
AGYS	New	Agilysys	$10,689,677	–	135,073	+100.0%	1.28%	–
PEN	New	Penumbra Inc.	$8,375,619	–	37,650	+100.0%	1.01%	–
	New	Engagesmart	$8,260,841	–	469,366	+100.0%	0.99%	–
	New	RxSight Inc	$8,211,363	–	648,095	+100.0%	0.99%	–
MRTN	New	Marten Transport	$7,624,517	–	385,466	+100.0%	0.92%	–
KNX	New	Knight-Swift Transportation Ho	$5,764,680	–	109,992	+100.0%	0.69%	–
SITM	New	Sitime Corp	$5,687,569	–	55,969	+100.0%	0.68%	–
	New	Avidxchange Holdings	$5,149,208	–	518,029	+100.0%	0.62%	–
	New	Ryan Specialty Holdings	$5,124,783	–	123,459	+100.0%	0.62%	–
BOOT	New	Boot Barn Holdings	$4,360,832	–	69,751	+100.0%	0.52%	–
SSTI	New	ShotSpotter	$4,282,472	–	126,588	+100.0%	0.51%	–
CXM	New	Sprinklr	$3,548,998	–	434,394	+100.0%	0.43%	–
NEX	New	NexTier Oilfield Solutions	$3,342,505	–	361,743	+100.0%	0.40%	–
	New	Permian Resrouces Corp	$3,234,493	–	344,095	+100.0%	0.39%	–
VRTX	New	Vertex Pharmaceuticals	$2,927,651	–	10,138	+100.0%	0.35%	–
WK	New	Workiva	$2,166,677	–	25,803	+100.0%	0.26%	–
ASUR	New	Asure Software	$2,102,116	–	225,066	+100.0%	0.25%	–
ORLY	New	O'Reilly Automotive Inc	$2,102,478	–	2,491	+100.0%	0.25%	–
PGR	New	Progressive Corp	$2,078,213	–	16,022	+100.0%	0.25%	–
FIVN	New	Five9	$1,937,131	–	28,546	+100.0%	0.23%	–
DHI	New	D R Horton, Inc.	$1,085,012	–	12,172	+100.0%	0.13%	–
LLY	New	Eli Lilly and Company	$1,007,523	–	2,754	+100.0%	0.12%	–
DXCM	New	Dexcom Inc	$951,442	–	8,402	+100.0%	0.11%	–

Original filings

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

View 13F-HR filed 2023-02-14

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 Q4 2022 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	2024-02-14
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

View complete filings history.

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