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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
$1.07B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 111 项
建仓 12
增持 22
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BWB
Bridgewater Bancshares
-$11.6M
78,971
-89%
增持
VERX
Vertex Inc
+$11.4M
1,092,611
+41%
减持
—
Silk Road Medical
-$10.1M
659,305
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SIBN
SI-BONE Inc
+$9.9M
1,136,719
+24%
清仓
—
Credo Technology Group Holding
-$9.4M
0
-100%
增持
KRUS
Kura Sushi USA Inc
+$9.0M
268,049
+48%
建仓
AEHR
AEHR Test Systems
+$9.0M
288,582
建仓
ASLE
Aersale Corporation
+$8.5M
494,690
清仓
XMTR
Xometry Inc
-$7.2M
0
-100%
减持
ATRO
Astronics Corp
+$7.1M
2,351,762
-1%
增持
NSSC
Napco Security Technologies
+$6.6M
599,953
+3%
增持
RXST
RxSight Inc
+$6.4M
876,563
+35%
清仓
—
SEMrush Holdings
-$6.4M
0
-100%
建仓
SPSC
SPS Commerce
+$5.9M
39,058
减持
VRRM
Verra Mobility Corporation
+$5.7M
1,912,797
-1%
增持
ASUR
Asure Software
+$5.5M
520,967
+131%
减持
FLYW
Flywire Corporation
+$5.3M
1,128,111
-1%
建仓
SYM
Symbotic Inc
+$5.0M
217,063
减持
LGIH
LGI Homes Inc
+$4.6M
222,473
-1%
减持
GDYN
Grid Dynamics Holdings Inc.
-$4.6M
991,964
-30%
建仓
TCMD
Tactile Systems
+$4.6M
278,333
增持
KIDS
Orthopediatrics Corp
+$4.5M
604,275
+8%
减持
ATEC
Alphatec Holdings Inc
+$4.2M
2,108,457
-9%
清仓
SPR
Spirit Aerosystems Holdings
-$4.0M
0
-100%
增持
FRPT
Freshpet
+$4.0M
197,721
+15%
增持
BOOT
Boot Barn Holdings
+$4.0M
108,920
+56%
建仓
—
Paragon 28, Inc.
+$3.9M
230,526
清仓
WAL
Western Alliance Bancorp
-$3.3M
0
-100%
增持
BILL
Bill Holdings Inc
+$3.2M
45,336
+974%
减持
SNCY
Sun Country Airlines Holdings
-$3.2M
639,167
-38%
减持
RBC
RBC Bearings Inc
-$3.1M
60,532
-26%
减持
LSCC
Lattice Semiconductor Corp
+$2.9M
190,760
-19%
增持
PEN
Penumbra Inc.
+$2.8M
40,221
+7%
建仓
INTA
Intapp
+$2.6M
59,025
减持
SPT
Sprout Social
-$2.6M
317,098
-18%
减持
TMDX
Transmedics Group Inc
-$2.5M
478,087
-24%
减持
CELH
Celsius Holdings
-$2.4M
179,620
-2%
增持
—
Outset Medical
-$2.4M
546,210
+14%
减持
SAIA
Saia Inc
+$2.3M
39,096
-2%
减持
PWR
Quanta Services
+$2.3M
106,495
-2%
减持
INSP
Inspire Medical Systems Inc
-$2.3M
30,875
-18%
建仓
HXL
Hexcel Corp
+$2.2M
31,888
减持
KNSL
Kinsale Capital Group
+$2.1M
63,444
-2%
减持
TMCI
Treace Medical Concepts
+$2.0M
1,537,271
-4%
减持
CXM
Sprinklr
+$2.0M
431,048
-1%
减持
—
TechTarget
-$2.0M
57,162
-38%
减持
URI
United Rentals Inc
-$2.0M
2,746
-68%
增持
SSTI
SoundThinking Inc
+$1.8M
155,717
+23%
减持
—
Globant SA
-$1.8M
12,455
-45%
清仓
—
Shockwave Medical
-$1.8M
0
-100%
减持
BAC
Bank of America
-$1.7M
34,415
-58%
建仓
META
Meta Platforms, Inc.
+$1.7M
7,883
清仓
VICR
Vicor Corp
-$1.6M
0
-100%
建仓
PRCT
Procept Biorobotics
+$1.6M
55,788
减持
AAPL
Apple Computer Inc
+$1.5M
78,952
-11%
增持
—
Axonics Modulation Technology
-$1.5M
366,163
+7%
增持
DXCM
Dexcom Inc
+$1.5M
20,780
+147%
减持
AMD
Advanced Micro Devices
+$1.5M
52,754
-8%
增持
LLY
Eli Lilly and Company
+$1.4M
7,116
+158%
建仓
NVDA
Nvidia Corporation
+$1.3M
4,505
增持
AVDX
Avidxchange Holdings
-$1.1M
520,481
+0%
建仓
SEDG
Solaredge Technologies
+$1.1M
3,584
减持
—
Planet Labs PBC
-$1.1M
2,493,261
-0%
增持
MPWR
Monolithic Power Systems, Inc
+$994.5K
3,084
+99%
减持
MTSI
MACOM Technology Solutions Hol
+$994.3K
151,174
-2%
增持
CRM
Salesforce, Inc.
+$905.8K
7,062
+85%
减持
KNX
Knight-Swift Transportation Ho
-$772.6K
88,230
-20%
减持
EPAM
Epam Systems
-$753.2K
3,607
-35%
减持
—
Engagesmart Inc
+$705.0K
465,758
-1%
减持
FANG
Diamondback Energy Inc.
-$645.8K
10,580
-30%
增持
TELA
Tela Bio, Inc.
-$637.9K
777,753
+0%
减持
NVO
NOVO-Nordisk A/S Spons ADR
+$629.1K
30,403
-2%
减持
MSFT
Microsoft Corp.
+$572.1K
36,569
-12%
减持
ALNT
Allied Motion Technologies
-$561.5K
256,242
-15%
减持
—
NexTier Oilfield Solutions
-$534.9K
353,161
-2%
减持
GOOGL
Alphabet Inc-Cl A
+$525.6K
39,010
-2%
减持
AMZN
Amazon.Com
-$519.6K
33,734
-29%
减持
CSGP
Costar Group Inc
-$501.8K
49,921
-2%
增持
MRTN
Marten Transport
+$489.2K
387,291
+0%
减持
BA
Boeing Co
+$463.6K
26,392
-2%
减持
LULU
Lululemon Athletica Inc
-$461.2K
1,546
-52%
减持
ODFL
Old Dominion Freight Line
+$444.6K
8,797
-2%
减持
DAVA
Endava Plc
-$439.0K
40,010
-2%
减持
PLNT
Planet Fitness
-$433.3K
157,568
-2%
减持
WK
Workiva
+$422.2K
25,280
-2%
减持
UNH
Unitedhealth Group, Inc.
-$414.2K
5,931
-2%
减持
AGYS
Agilysys
+$412.3K
134,553
-0%
减持
LIND
Lindblad Expeditions Holding
+$370.9K
1,150,315
-17%
减持
DAL
Delta Air Lines Inc.
-$344.1K
47,242
-22%
减持
TSLA
Tesla Motors Inc
+$330.5K
7,474
-25%
减持
PR
Permian Resrouces Corp
+$295.8K
336,219
-2%
减持
CAT
Caterpillar Inc
-$290.6K
4,466
-18%
减持
V
Visa Inc
+$271.4K
21,005
-2%
减持
RYAN
Ryan Specialty Holdings
-$254.4K
121,033
-2%
减持
INTU
Intuit
-$249.9K
1,334
-39%
增持
DE
Deere & Co
+$226.8K
6,911
+13%
减持
VRTX
Vertex Pharmaceuticals
+$194.4K
9,909
-2%
减持
FCX
Freeport-McMoran Copper
+$192.2K
94,480
-2%
减持
CMG
Chipotle Mexican Grill
+$182.9K
635
-2%
减持
COST
Costco Wholesale Corp
+$164.2K
5,514
-2%
减持
PGR
Progressive Corp
+$162.2K
15,661
-2%
减持
NOW
ServiceNow Inc
+$161.7K
2,399
-2%
清仓
RGEN
Repligen
-$102.4K
0
-100%
减持
FIVN
Five9
+$86.3K
27,991
-2%
减持
DHI
D R Horton, Inc.
+$77.4K
11,899
-2%
减持
MA
Mastercard Inc
+$74.9K
9,764
-2%
减持
SITM
Sitime Corp
+$51.1K
40,348
-28%
减持
PAYC
Paycom Software Inc
-$48.8K
4,249
-2%
减持
PGNY
Progyny Inc
+$48.2K
143,271
-2%
减持
ORLY
O'Reilly Automotive Inc
-$35.2K
2,435
-2%
减持
PCTY
Paylocity Corp
+$16.4K
46,357
-2%
