Q2 2026 13F · SEC CIK 1134007

Next Century Growth Investors LLC

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 113
Top holdings a year, 3 yrs: +12.3%
Assets under management: $1.5B

Next Century Growth Investors LLC is an institutional asset manager that reported 113 positions worth $1.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Xometry Inc (XMTR, 3.7%), Ligand Pharmaceuticals Inc (LGND, 3.3%), Alignment Healthcare Inc (ALHC, 3.2%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Next Century Growth Investors LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Next Century Growth Investors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XMTRXometry Inc	3.7%	2.3%	723,351	-8.1%	$69.8M
LGNDLigand Pharmaceuticals Inc	3.3%	1.4%	198,542	+107.1%	$62.8M
ALHCAlignment Healthcare Inc	3.2%	2.9%	2,537,598	+12.2%	$60.4M
ATROAstronics Corp	3.2%	3.8%	743,086	-5.5%	$60.4M
LINCLincoln Edl Svcs Corp	3.1%	3.1%	1,175,462	+13.0%	$58.7M
MIRMMirum Pharmaceuticals Inc	2.6%	2.6%	420,213	+9.0%	$49.2M
BLLNBilliontoone Inc	2.3%	—	364,467	—	$43.7M
GLBEGlobal E Online Ltd	2.2%	1.7%	1,171,927	+53.7%	$40.7M
UTIUniversal Technical Institute, Inc.	2.2%	2.5%	949,379	-0.6%	$40.6M
AXGNAxogen Inc	2.1%	2.1%	872,546	+0.8%	$40.3M
AEHRAehr Test Sys	2.1%	2.0%	410,731	-45.6%	$39.5M
AGYSAgilysys Inc	2.0%	0.8%	366,052	+128.1%	$38.3M
MYRGMYR Group Inc.	2.0%	2.7%	73,541	-43.2%	$36.8M
PKEPark Aerospace Corp	1.9%	1.3%	957,571	+42.5%	$36.5M
MAMAMamas Creations Inc	1.9%	1.9%	1,990,717	+14.0%	$35.5M
IPGPIpg Photonics Corp	1.7%	—	270,752	—	$31.8M
SAIASaia Inc	1.7%	1.0%	75,418	+83.3%	$31.8M
UCTTUltra Clean Hldgs Inc	1.7%	1.3%	220,115	-21.5%	$31.4M
ROLLRbc Bearings Inc	1.6%	1.6%	47,561	+20.4%	$30.6M
GHGuardant Health Inc	1.6%	—	200,672	—	$30.1M
FTAIFtai Aviation Ltd	1.5%	1.7%	106,992	+8.9%	$28.9M
KNXKnight-Swift Transn Hldgs in	1.5%	—	370,809	—	$28.9M
ALMAlmonty Inds Inc Com New	1.5%	1.9%	1,740,455	-4.3%	$28.8M
INODInnodata Inc	1.5%	1.0%	365,746	-0.7%	$27.6M
VCELVericel Corp	1.4%	—	612,584	—	$27.3M
FPSForgent Power Solutions Inc	1.4%	—	460,047	—	$25.7M
CVLGCovenant Logistics Group Inc	1.3%	—	551,906	—	$24.4M
MTSIMacom Tech Solutions Hldgs I	1.3%	2.1%	63,773	-51.0%	$24.3M
CRSCarpenter Technology Corp	1.3%	1.6%	38,489	-32.7%	$23.7M
NVDANvidia Corporation Com	1.2%	1.4%	113,187	-0.0%	$22.6M
IRTCIrhythm Holdings Inc	1.2%	1.4%	187,064	+10.5%	$22.3M
STRLSterling Infrastructure Inc	1.2%	2.0%	26,209	-61.1%	$22.0M
LSCCLattice Semiconductor Corp	1.1%	1.9%	139,866	-50.0%	$21.4M
GOOGLAlphabet Inc	1.1%	0.8%	59,493	+53.2%	$21.3M
AIPArteris Inc	1.1%	0.7%	437,179	-25.8%	$21.2M
FROGJfrog Ltd	1.1%	—	230,703	—	$21.0M
HTFLHeartflow Inc	1.0%	1.2%	671,404	+2.8%	$19.7M
PAYPaymentus Holdings Inc	1.0%	2.1%	772,520	-33.3%	$18.7M
SITMSitime Corp	0.9%	1.3%	23,825	-52.3%	$17.8M
SVCOSilvaco Group Inc	0.9%	—	1,260,902	—	$17.4M
DPCDpc Holdings PLC	0.9%	—	347,007	—	$17.0M
ORNOrion Group Hldgs Inc	0.9%	—	988,549	—	$16.6M
BRZEBraze Inc	0.9%	—	747,301	—	$16.2M
ICHRIchor Holdings	0.8%	—	142,610	—	$16.0M
BLFSBiolife Solutions Inc	0.8%	—	558,829	—	$15.8M
OUSTOuster Inc	0.8%	—	252,227	—	$15.8M
FEIMFrequency Electrs Inc	0.8%	0.7%	230,728	+6.6%	$15.3M
AAPLApple Inc	0.8%	1.4%	51,841	-33.6%	$15.0M
BROSDutch Bros Inc	0.8%	1.2%	203,529	-38.8%	$14.6M
TCMDTactile Sys Technology Inc	0.8%	0.8%	480,207	+12.2%	$14.3M

What Next Century Growth Investors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +34.9% /yr; S&P 500 +20.1%
3 years: +12.3% /yr; S&P 500 +20.4%
5 years: +2.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.9B	113
Q1 2026	$1.4B	112
Q4 2025	$1.4B	121
Q3 2025	$1.4B	124
Q2 2025	$1.3B	123
Q1 2025	$1.1B	122
Q4 2024	$1.3B	130
Q3 2024	$1.2B	127
Q2 2024	$1.2B	122
Q1 2024	$1.2B	120
Q4 2023	$1.0B	116
Q3 2023	$919.5M	109

Questions about Next Century Growth Investors LLC's portfolio

What stocks does Next Century Growth Investors LLC own?

Next Century Growth Investors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 113 positions worth $1.9B. The largest are Xometry Inc (XMTR) at 3.7%, Ligand Pharmaceuticals Inc (LGND) at 3.3%, Alignment Healthcare Inc (ALHC) at 3.2%, Astronics Corp (ATRO) at 3.2% and Lincoln Edl Svcs Corp (LINC) at 3.1%.

What did Next Century Growth Investors LLC buy last quarter?

In Q2 2026, Next Century Growth Investors LLC added Agilysys Inc (AGYS) (+128.1% shares), Ligand Pharmaceuticals Inc (LGND) (+107.1% shares) and Saia Inc (SAIA) (+83.3% shares), compared with its Q1 2026 filing.

What did Next Century Growth Investors LLC sell last quarter?

In Q2 2026, Next Century Growth Investors LLC cut from its top 50 Artivion Inc (AORT), cut from its top 50 Applied Optoelectronics Inc (AAOI), cut from its top 50 Coherent Corp (COHR), cut from its top 50 Alphatec Hldgs Inc (ATEC), cut from its top 50 Karman Hldgs Inc (KRMN), Sterling Infrastructure Inc (STRL) (-61.1% shares), Sitime Corp (SITM) (-52.3% shares) and Macom Tech Solutions Hldgs I (MTSI) (-51.0% shares), compared with its Q1 2026 filing.

How has Next Century Growth Investors LLC's portfolio performed?

A portfolio copying Next Century Growth Investors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +34.9% against +20.1%. Over 5 years: +2.2% a year against +11.6%.

When is Next Century Growth Investors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Next Century Growth Investors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Next Century Growth Investors LLC manage?

Next Century Growth Investors LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.