Next Century Growth Investors LLC 13F Portfolio Holdings

As of 03/31/2026, Next Century Growth Investors LLC reported a 13F portfolio value of $1.38B, down from $1.44B for the prior reporting period. The largest reported positions included Astronics, Lincoln Educational Services, Alignment Healthcare, Artivion Inc, and MYR Group Inc.

The table below shows the Next Century Growth Investors LLC top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.

Next Century Growth Investors LLC latest 13F summary

  • Reporting date: 03/31/2026
  • Reported 13F portfolio value: $1.38 billion
  • Prior reported value: $1.44 billion
  • Largest reported holding: Astronics
  • Other top holdings: Lincoln Educational Services, Alignment Healthcare, Artivion Inc, MYR Group Inc
Next Century Growth Investors LLC Top Holdings

   EntityAmountChange
 12/31/2025 to 03/31/2026
Position Size
($ in 1000's)
Astronics Corp 786,317 -281,295 $52,471
     ATRO786,317-281,295$52,471
Lincoln Educational Services 1,040,602 +249,331 $42,332
     LINC1,040,602+249,331$42,332
Alignment Healthcare 2,262,076 -46,211 $39,858
     ALHC2,262,076-46,211$39,858
Artivion Inc 1,023,701 -20,694 $37,488
     AORT1,023,701-20,694$37,488
MYR Group Inc 129,579 -2,917 $36,583
     MYRG129,579-2,917$36,583
Mirum Pharmaceuticals 385,539 +17,504 $35,616
     MIRM385,539+17,504$35,616
Universal Technical Institute 955,102 -167,965 $34,479
     UTI955,102-167,965$34,479
Xometry Inc 787,430 -16,183 $32,159
     XMTR787,430-16,183$32,159
Paymentus Holdings 1,158,353 -23,271 $29,422
     PAY1,158,353-23,271$29,422
MACOM Technology Solutions Hol 130,256 +4,790 $28,926
     MTSI130,256+4,790$28,926
Axogen Inc 865,963 +66,081 $28,689
     AXGN865,963+66,081$28,689
Aehr Test Systems 754,737 +202,231 $27,986
     AEHR754,737+202,231$27,986
Sterling Infrastruture 67,407 -14,532 $27,453
     STRL67,407-14,532$27,453
Applied Optoelectronics 320,731 -144,557 $27,131
     AAOI320,731-144,557$27,131
Mama s Creations 1,746,308 +54,913 $26,788
     MAMA1,746,308+54,913$26,788
Almonty Industries 1,819,124 -36,136 $26,341
     ALM1,819,124-36,136$26,341
Coherent Corp 109,999 +10,482 $26,203
     COHR109,999+10,482$26,203
Lattice Semiconductor Corp 279,600 -31,345 $25,936
     LSCC279,600-31,345$25,936
Alphatec Holdings Inc 2,370,377 -47,921 $25,790
     ATEC2,370,377-47,921$25,790
FTAI Aviation 98,235 -19,677 $24,068
     FTAI98,235-19,677$24,068
Global E Online 762,300 +487,592 $23,517
     GLBE762,300+487,592$23,517
Carpenter Technology 57,179 -1,376 $22,537
     CRS57,179-1,376$22,537
RBC Bearings Inc 39,498 +2,734 $21,452
     RBC39,498+2,734$21,452
iRhythm Holdings 169,306 -3,532 $19,981
     IRTC169,306-3,532$19,981
Apple Computer Inc 78,087 -1,315 $19,818
     AAPL78,087-1,315$19,818
Nvidia Corporation 113,223 -10,980 $19,746
     NVDA113,223-10,980$19,746
Ligand Pharmaceuticals 95,876 +95,876 $19,142
     LGND95,876+95,876$19,142
Park AeroSpace 672,168 +146,114 $18,404
     PKE672,168+146,114$18,404
Ultra Clean Holdings 280,543 +280,543 $17,444
     UCTT280,543+280,543$17,444
Sitime Corp 49,984 +10,785 $17,262
     SITM49,984+10,785$17,262
Dutch Bros Inc 332,828 +23,918 $16,861
     BROS332,828+23,918$16,861
Heartflow 652,969 +652,969 $15,887
     HTFL652,969+652,969$15,887
Saia Inc 41,151 +10,412 $14,456
     SAIA41,151+10,412$14,456
Innodata Inc 368,402 +2,567 $14,228
     INOD368,402+2,567$14,228
Karman Holdings 171,203 -61,117 $13,705
     KRMN171,203-61,117$13,705
Legence Corp 238,114 -3,931 $13,444
     LGN238,114-3,931$13,444
Ollie s Bargain Outlet 132,800 +47,633 $12,223
     OLLI132,800+47,633$12,223
Agilysys 160,490 +77,500 $11,417
     AGYS160,490+77,500$11,417
Tactile Systems 428,159 +38,179 $11,188
     TCMD428,159+38,179$11,188
Alphabet Inc Cl A 38,844 +4,550 $11,170
     GOOGL38,844+4,550$11,170
Microsoft Corp. 30,004 -13,208 $11,107
     MSFT30,004-13,208$11,107
Modine Manufacturing 50,223 +50,223 $10,884
     MOD50,223+50,223$10,884
Applied Digital Corp 431,900 -365,337 $10,253
     APLD431,900-365,337$10,253
Terawulf Inc 694,476 -486,059 $10,021
     WULF694,476-486,059$10,021
Celsius Holdings 277,288 +29,358 $9,838
     CELH277,288+29,358$9,838
Arteris 589,585 +96,218 $9,693
     AIP589,585+96,218$9,693
Broadcom 31,267 -525 $9,677
     AVGO31,267-525$9,677
Transmedics Group Inc 96,445 -2,023 $9,588
     TMDX96,445-2,023$9,588
Frequency Electronics 216,374 -3,089 $9,577
     FEIM216,374-3,089$9,577
Kestra Medical Technology 457,558 -8,287 $9,119
     KMTS457,558-8,287$9,119