EdgeMarket › What Next Century Growth Investors Llc reported owning

What Next Century Growth Investors Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.4B

Positions

112

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ATRO
ASTRONICS CORP
52.5M3.8%786.3K78.00+126.7%
LINC
LINCOLN EDUCATIONAL SERVICES CORP
42.3M3.1%1.0M25.72+31.9%
ALHC
Alignment Healthcare, Inc.
39.9M2.9%2.3M13.16-12.4%
AORT
ARTIVION, INC.
37.5M2.7%1.0M28.08-34.7%
MYRG
MYR GROUP INC.
36.6M2.7%129.6K310.87+71.3%
MIRM
Mirum Pharmaceuticals, Inc.
35.6M2.6%385.5K96.31+44.4%
UTI
UNIVERSAL TECHNICAL INSTITUTE INC
34.5M2.5%955.1K22.35-14.3%
XMTR
Xometry, Inc.
32.2M2.3%787.4K83.59+87.7%
PAY
Paymentus Holdings, Inc.
29.4M2.1%1.2M40.00+7.5%
MTSI
MACOM Technology Solutions Holdings, Inc.
28.9M2.1%130.3K266.61+120.1%
AXGN
Axogen, Inc.
28.7M2.1%866.0K50.40+223.9%
AEHR
AEHR TEST SYSTEMS
28.0M2.0%754.7K101.73+485.3%
STRL
STERLING INFRASTRUCTURE, INC.
27.5M2.0%67.4K516.81+88.0%
AAOI
APPLIED OPTOELECTRONICS, INC.
27.1M2.0%320.7K124.82+469.2%
MAMA
Mama's Creations, Inc.
26.8M1.9%1.7M16.44+103.0%
ALM
Almonty Industries Inc.
26.3M1.9%1.8M18.51+340.7%
COHR
COHERENT CORP.
26.2M1.9%110.0K289.52+234.5%
LSCC
LATTICE SEMICONDUCTOR CORP
25.9M1.9%279.6K117.69+91.7%
ATEC
Alphatec Holdings, Inc.
25.8M1.9%2.4M9.48-40.3%
FTAI
FTAI Aviation Ltd.
24.1M1.7%98.2K209.70+49.4%
GLBE
Global-E Online Ltd.
23.5M1.7%762.3K40.55+27.4%
CRS
CARPENTER TECHNOLOGY CORP
22.5M1.6%57.2K492.38+105.1%
RBC
RBC Bearings INC
21.5M1.6%39.5K505.63+28.7%
IRTC
iRhythm Holdings, Inc.
20.0M1.4%169.3K128.52-21.2%
AAPL
Apple Inc.
19.8M1.4%78.1K309.35+36.9%
NVDA
NVIDIA CORP
19.7M1.4%113.2K214.72+22.4%
LGND
LIGAND PHARMACEUTICALS INC
19.1M1.4%95.9K286.29+84.4%
PKE
PARK AEROSPACE CORP
18.4M1.3%672.2K33.88+87.1%
UCTT
Ultra Clean Holdings, Inc.
17.4M1.3%280.5K76.43+242.1%
SITM
SITIME Corp
17.3M1.3%50.0K614.83+177.5%
BROS
Dutch Bros Inc.
16.9M1.2%332.8K49.87-20.8%
HTFL
Heartflow, Inc.
15.9M1.2%653.0K49.75+69.7%
SAIA
SAIA INC
14.5M1.0%41.2K362.15+23.4%
INOD
INNODATA INC
14.2M1.0%368.4K64.21+67.8%
KRMN
Karman Holdings Inc.
13.7M1.0%171.2K53.40+5.2%
LGN
Legence Corp.
13.4M1.0%238.1K59.37
OLLI
Ollie's Bargain Outlet Holdings, Inc.
12.2M0.9%132.8K76.07-43.6%
AGYS
AGILYSYS INC
11.4M0.8%160.5K113.80+6.9%
TCMD
TACTILE SYSTEMS TECHNOLOGY INC
11.2M0.8%428.2K23.82+85.8%
GOOGL
Alphabet Inc.
11.2M0.8%38.8K344.82+73.0%
MSFT
MICROSOFT CORP
11.1M0.8%30.0K483.24-4.4%
MOD
MODINE MANUFACTURING CO
10.9M0.8%50.2K197.68+46.5%
APLD
Applied Digital Corp.
10.3M0.7%431.9K27.21+73.1%
WULF
TERAWULF INC.
10.0M0.7%694.5K15.64+68.5%
CELH
Celsius Holdings, Inc.
9.8M0.7%277.3K33.36-46.2%
AIP
Arteris, Inc.
9.7M0.7%589.6K23.89+166.0%
AVGO
Broadcom Inc.
9.7M0.7%31.3K368.45+26.5%
TMDX
TransMedics Group, Inc.
9.6M0.7%96.4K94.77-22.2%
FEIM
FREQUENCY ELECTRONICS INC
9.6M0.7%216.4K61.69+128.5%
KMTS
KESTRA MEDICAL TECHNOLOGIES, LTD.
9.1M0.7%457.6K26.99+62.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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