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NEXT CENTURY GROWTH INVESTORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

NEXT CENTURY GROWTH INVESTORS LLC

报告期 2026-03-31 · CIK 0001134007

持仓数

112

前50大市值合计

$1.07B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

ATRO Astronics Corp

COM

$52.5M

786,317

4.9%

LINC Lincoln Educational Services

COM

$42.3M

1,040,602

4.0%

ALHC Alignment Healthcare

COM

$39.9M

2,262,076

3.7%

AORT Artivion Inc

COM

$37.5M

1,023,701

3.5%

MYRG MYR Group Inc

COM

$36.6M

129,579

3.4%

MIRM Mirum Pharmaceuticals

COM

$35.6M

385,539

3.3%

UTI Universal Technical Institute

COM

$34.5M

955,102

3.2%

XMTR Xometry Inc

COM

$32.2M

787,430

3.0%

PAY Paymentus Holdings

COM

$29.4M

1,158,353

2.8%

MTSI MACOM Technology Solutions Hol

COM

$28.9M

130,256

2.7%

AXGN Axogen Inc

COM

$28.7M

865,963

2.7%

AEHR Aehr Test Systems

COM

$28.0M

754,737

2.6%

STRL Sterling Infrastruture

COM

$27.5M

67,407

2.6%

AAOI Applied Optoelectronics

COM

$27.1M

320,731

2.5%

MAMA Mama's Creations

COM

$26.8M

1,746,308

2.5%

ALM Almonty Industries

COM

$26.3M

1,819,124

2.5%

COHR Coherent Corp

COM

$26.2M

109,999

2.5%

LSCC Lattice Semiconductor Corp

COM

$25.9M

279,600

2.4%

ATEC Alphatec Holdings Inc

COM

$25.8M

2,370,377

2.4%

— FTAI Aviation

COM

$24.1M

98,235

2.3%

— Global-E Online

COM

$23.5M

762,300

2.2%

CRS Carpenter Technology

COM

$22.5M

57,179

2.1%

RBC RBC Bearings Inc

COM

$21.5M

39,498

2.0%

IRTC iRhythm Holdings

COM

$20.0M

169,306

1.9%

AAPL Apple Computer Inc

COM

$19.8M

78,087

1.9%

NVDA Nvidia Corporation

COM

$19.7M

113,223

1.8%

LGND Ligand Pharmaceuticals

COM

$19.1M

95,876

1.8%

PKE Park AeroSpace

COM

$18.4M

672,168

1.7%

UCTT Ultra Clean Holdings

COM

$17.4M

280,543

1.6%

SITM Sitime Corp

COM

$17.3M

49,984

1.6%

BROS Dutch Bros Inc

COM

$16.9M

332,828

1.6%

HTFL Heartflow

COM

$15.9M

652,969

1.5%

SAIA Saia Inc

COM

$14.5M

41,151

1.4%

INOD Innodata Inc

COM

$14.2M

368,402

1.3%

KRMN Karman Holdings

COM

$13.7M

171,203

1.3%

LGN Legence Corp

COM

$13.4M

238,114

1.3%

OLLI Ollie's Bargain Outlet

COM

$12.2M

132,800

1.1%

AGYS Agilysys

COM

$11.4M

160,490

1.1%

TCMD Tactile Systems

COM

$11.2M

428,159

1.0%

GOOGL Alphabet Inc-Cl A

COM

$11.2M

38,844

1.0%

MSFT Microsoft Corp.

COM

$11.1M

30,004

1.0%

MOD Modine Manufacturing

COM

$10.9M

50,223

1.0%

APLD Applied Digital Corp

COM

$10.3M

431,900

1.0%

WULF Terawulf Inc

COM

$10.0M

694,476

0.9%

CELH Celsius Holdings

COM

$9.8M

277,288

0.9%

AIP Arteris

COM

$9.7M

589,585

0.9%

AVGO Broadcom

COM

$9.7M

31,267

0.9%

TMDX Transmedics Group Inc

COM

$9.6M

96,445

0.9%

FEIM Frequency Electronics

COM

$9.6M

216,374

0.9%

— Kestra Medical Technology

COM

$9.1M

457,558

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

23%前 6 大占比

ATRO4.9%LINC4.0%ALHC3.7%AORT3.5%MYRG3.4%MIRM3.3%