Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEXT CENTURY GROWTH INVESTORS LLC (CIK 1134007) reported $1.89B across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XMTR ($69.8M, 3.70%), LGND ($62.8M, 3.33%), ATRO ($60.4M, 3.20%), ALHC ($60.4M, 3.20%), LINC ($58.7M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XMTR | Xometry Inc | $69.8M | 3.70% | 723,351 | Trimmed |
| 2 | LGND | Ligand Pharmaceuticals | $62.8M | 3.33% | 198,542 | Added |
| 3 | ATRO | Astronics Corp | $60.4M | 3.20% | 743,086 | Trimmed |
| 4 | ALHC | Alignment Healthcare | $60.4M | 3.20% | 2.5M | Added |
| 5 | LINC | Lincoln Educational Services | $58.7M | 3.11% | 1.2M | Added |
| 6 | MIRM | Mirum Pharmaceuticals | $49.2M | 2.61% | 420,213 | Added |
| 7 | BLLN | BillionToOne | $43.7M | 2.32% | 364,467 | Added |
| 8 | GLBE | Global-E Online | $40.7M | 2.16% | 1.2M | Added |
| 9 | UTI | Universal Technical Institute | $40.6M | 2.15% | 949,379 | Trimmed |
| 10 | AXGN | Axogen Inc | $40.3M | 2.14% | 872,546 | Added |
| 11 | AEHR | Aehr Test Systems | $39.5M | 2.09% | 410,731 | Trimmed |
| 12 | AGYS | Agilysys | $38.3M | 2.03% | 366,052 | Added |
| 13 | MYRG | MYR Group Inc | $36.8M | 1.95% | 73,541 | Trimmed |
| 14 | PKE | Park AeroSpace | $36.5M | 1.94% | 957,571 | Added |
| 15 | MAMA | Mama's Creations | $35.5M | 1.88% | 2.0M | Added |
| 16 | IPGP | IPG Photonics Corp | $31.8M | 1.68% | 270,752 | New |
| 17 | SAIA | Saia Inc | $31.8M | 1.68% | 75,418 | Added |
| 18 | UCTT | Ultra Clean Holdings | $31.4M | 1.66% | 220,115 | Trimmed |
| 19 | RBC | RBC Bearings Inc | $30.6M | 1.62% | 47,561 | Added |
| 20 | GH | Guardant Health | $30.1M | 1.60% | 200,672 | Added |
| 21 | ALM | Almonty Industries | $28.8M | 1.53% | 1.7M | Trimmed |
| 22 | KNX | Knight-Swift Transportation Ho | $28.9M | 1.53% | 370,809 | Added |
| 23 | FTAI | FTAI Aviation | $28.9M | 1.53% | 106,992 | Added |
| 24 | INOD | Innodata Inc | $27.6M | 1.47% | 365,746 | Trimmed |
| 25 | VCEL | Vericel Corp | $27.3M | 1.45% | 612,584 | Added |
Source: SEC Form 13F filings · as of 2026-06-30