NEXT CENTURY GROWTH INVESTORS LLC
CIK: 0001134007SEC EDGAR →
Portfolio Value
$1.4T
Holdings
121
As of
Q4 2025
New Positions
34
Closed Positions
33
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Astronics Corp | 1,067,612 | $57.9B | 4.02% |
| 2 | Alphatec Holdings Inc | 2,418,298 | $50.9B | 3.53% |
| 3 | Xometry Inc | 803,613 | $47.8B | 3.32% |
| 4 | Artivion Inc | 1,044,395 | $47.6B | 3.31% |
| 5 | Alignment Healthcare | 2,308,287 | $45.6B | 3.17% |
| 6 | Paymentus Holdings | 1,181,624 | $37.3B | 2.59% |
| 7 | iRhythm Holdings | 172,838 | $30.7B | 2.13% |
| 8 | Universal Technical Institute | 1,123,067 | $29.3B | 2.04% |
| 9 | Mirum Pharmaceuticals | 368,035 | $29.1B | 2.02% |
| 10 | MYR Group Inc | 132,496 | $28.9B | 2.01% |
Quarterly Changes
New Positions (17)
$26.2B · 800K shares
$16.3B · 1.9M shares
$16.2B · 465K shares
$11.3B · 390K shares
$7.0B · 117K shares
$6.5B · 394K shares
$6.4B · 157K shares
$5.9B · 132K shares
$5.4B · 18K shares
$5.0B · 624K shares
$3.3B · 45K shares
$3.0B · 37K shares
$2.8B · 13K shares
$2.7B · 95K shares
$2.4B · 480K shares
$2.2B · 21K shares
$1.9B · 18K shares
Closed Positions (20)
$17.8B · 66K shares
$15.4B · 1.0M shares
$10.2B · 77K shares
$10.1B · 73K shares
$8.8B · 522K shares
$7.6B · 128K shares
$6.5B · 89K shares
$6.5B · 75K shares
$6.4B · 1.8M shares
$6.2B · 61K shares
$5.5B · 199K shares
$5.4B · 215K shares
$3.9B · 143K shares
$3.5B · 89K shares
$3.1B · 52K shares
$2.4B · 60K shares
$2.4B · 229K shares
$2.1B · 3K shares
$2.0B · 2K shares
$976.4M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 36 | $402.6B | 28.0% |
| Healthcare | 22 | $379.1B | 26.3% |
| Industrials | 29 | $366.0B | 25.4% |
| Consumer Defensive | 7 | $97.5B | 6.8% |
| Financial Services | 12 | $91.8B | 6.4% |
| Consumer Cyclical | 6 | $54.9B | 3.8% |
| Communication Services | 3 | $19.0B | 1.3% |
| Unknown | 3 | $10.0B | 0.7% |
| Energy | 1 | $8.1B | 0.6% |
| Basic Materials | 1 | $6.6B | 0.5% |
| Utilities | 1 | $4.2B | 0.3% |