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 $1.38B across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ATRO ($52.5M, 3.80%), LINC ($42.3M, 3.07%), ALHC ($39.9M, 2.89%), AORT ($37.5M, 2.72%), MYRG ($36.6M, 2.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ATRO | Astronics Corp | $52.5M | 3.80% | 786,317 | Trimmed |
| 2 | LINC | Lincoln Educational Services | $42.3M | 3.07% | 1.0M | Added |
| 3 | ALHC | Alignment Healthcare | $39.9M | 2.89% | 2.3M | Trimmed |
| 4 | AORT | Artivion Inc | $37.5M | 2.72% | 1.0M | Trimmed |
| 5 | MYRG | MYR Group Inc | $36.6M | 2.65% | 129,579 | Trimmed |
| 6 | MIRM | Mirum Pharmaceuticals | $35.6M | 2.58% | 385,539 | Added |
| 7 | UTI | Universal Technical Institute | $34.5M | 2.50% | 955,102 | Trimmed |
| 8 | XMTR | Xometry Inc | $32.2M | 2.33% | 787,430 | Trimmed |
| 9 | PAY | Paymentus Holdings | $29.4M | 2.13% | 1.2M | Trimmed |
| 10 | MTSI | MACOM Technology Solutions Hol | $28.9M | 2.10% | 130,256 | Added |
| 11 | AXGN | Axogen Inc | $28.7M | 2.08% | 865,963 | Added |
| 12 | AEHR | Aehr Test Systems | $28.0M | 2.03% | 754,737 | Added |
| 13 | STRL | Sterling Infrastruture | $27.5M | 1.99% | 67,407 | Trimmed |
| 14 | AAOI | Applied Optoelectronics | $27.1M | 1.97% | 320,731 | Trimmed |
| 15 | MAMA | Mama's Creations | $26.8M | 1.94% | 1.7M | Added |
| 16 | ALMTF | Almonty Industries | $26.3M | 1.91% | 1.8M | Trimmed |
| 17 | COHR | Coherent Corp | $26.2M | 1.90% | 109,999 | Added |
| 18 | LSCC | Lattice Semiconductor Corp | $25.9M | 1.88% | 279,600 | Trimmed |
| 19 | ATEC | Alphatec Holdings Inc | $25.8M | 1.87% | 2.4M | Trimmed |
| 20 | FTAI | FTAI Aviation | $24.1M | 1.74% | 98,235 | Trimmed |
| 21 | GLBE | Global-E Online | $23.5M | 1.70% | 762,300 | Added |
| 22 | CRS | Carpenter Technology | $22.5M | 1.63% | 57,179 | Trimmed |
| 23 | RBC | RBC Bearings Inc | $21.5M | 1.56% | 39,498 | Added |
| 24 | IRTC | iRhythm Holdings | $20.0M | 1.45% | 169,306 | Trimmed |
| 25 | AAPL | Apple Computer Inc | $19.8M | 1.44% | 78,087 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31