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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 108 项
建仓 17
增持 43
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
INTA
Intapp
+$14.1M
399,365
+577%
增持
SIBN
SI-BONE Inc
+$12.6M
1,294,347
+14%
减持
ATRO
Astronics Corp
+$11.7M
2,173,356
-8%
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。
建仓
AVAV
Aerovironment
+$10.5M
102,874
清仓
—
Planet Labs PBC
-$9.8M
0
-100%
建仓
—
Credo Technology Group Holding
+$9.5M
546,964
减持
RXST
RxSight Inc
+$9.4M
833,385
-5%
减持
GDYN
Grid Dynamics Holdings Inc.
-$9.0M
260,986
-74%
减持
CELH
Celsius Holdings
+$8.4M
168,268
-6%
清仓
BOOT
Boot Barn Holdings
-$8.3M
0
-100%
增持
KRUS
Kura Sushi USA Inc
+$7.6M
272,057
+1%
增持
TCMD
Tactile Systems
+$7.5M
483,625
+74%
增持
PWR
Quanta Services
+$7.1M
126,516
+19%
增持
VRRM
Verra Mobility Corporation
+$6.3M
1,961,919
+3%
减持
LIND
Lindblad Expeditions Holding
-$6.1M
445,945
-61%
清仓
SSTI
SoundThinking Inc
-$6.1M
0
-100%
建仓
QTWO
Q2 Holdings
+$5.8M
188,902
建仓
—
Global-E Online
+$5.8M
142,040
增持
LGIH
LGI Homes Inc
+$5.6M
229,452
+3%
增持
KNSL
Kinsale Capital Group
+$5.2M
64,678
+2%
减持
LSCC
Lattice Semiconductor Corp
-$5.0M
137,682
-28%
减持
ALNT
Allied Motion Technologies
-$4.9M
124,766
-51%
建仓
EVLV
Evolv Technologies
+$4.9M
810,458
减持
PLNT
Planet Fitness
-$4.8M
110,634
-30%
增持
CXM
Sprinklr
+$4.7M
746,843
+73%
增持
SPT
Sprout Social
-$4.4M
323,332
+2%
增持
NVDA
Nvidia Corporation
+$3.9M
12,152
+170%
增持
—
Axonics Modulation Technology
+$3.8M
471,186
+29%
增持
AVDX
Avidxchange Holdings
+$3.8M
755,928
+45%
建仓
INOD
Innodata Inc
+$3.7M
328,664
增持
SAIA
Saia Inc
+$3.6M
41,612
+6%
建仓
ERII
Energy Recovery
+$3.5M
123,808
增持
INSP
Inspire Medical Systems Inc
+$3.4M
32,862
+6%
建仓
TYGO
Tigo Energy Inc
+$3.4M
183,824
增持
FIVN
Five9
+$3.4M
65,680
+135%
增持
BILL
Bill Holdings Inc
+$3.3M
59,974
+32%
增持
PEN
Penumbra Inc.
+$3.2M
41,950
+4%
增持
AEHR
AEHR Test Systems
+$3.1M
292,671
+1%
增持
MSFT
Microsoft Corp.
+$3.0M
39,872
+9%
增持
—
Engagesmart Inc
+$3.0M
626,136
+34%
建仓
APPF
AppFolio Inc
+$3.0M
17,149
增持
FLYW
Flywire Corporation
+$2.9M
1,160,597
+3%
增持
HXL
Hexcel Corp
+$2.7M
64,787
+103%
清仓
DAVA
Endava Plc
-$2.7M
0
-100%
增持
GOOGL
Alphabet Inc-Cl A
+$2.6M
55,927
+43%
建仓
FND
Floor & Decor Holdings
+$2.4M
23,512
建仓
—
FTC Solar Inc
+$2.3M
717,426
减持
SNCY
Sun Country Airlines Holdings
-$2.3M
481,514
-25%
减持
DE
Deere & Co
-$2.2M
1,527
-78%
减持
AMD
Advanced Micro Devices
-$2.2M
25,786
-51%
减持
KIDS
Orthopediatrics Corp
-$2.1M
561,348
-7%
增持
PRCT
Procept Biorobotics
+$2.1M
103,650
+86%
清仓
—
Globant SA
-$2.0M
0
-100%
增持
SPSC
SPS Commerce
+$2.0M
41,574
+6%
增持
—
Silk Road Medical
-$1.8M
739,915
+12%
减持
AAPL
Apple Computer Inc
+$1.8M
76,175
-4%
增持
TMCI
Treace Medical Concepts
+$1.7M
1,581,634
+3%
增持
AGYS
Agilysys
-$1.7M
137,579
+2%
清仓
DAL
Delta Air Lines Inc.
-$1.6M
0
-100%
减持
PGR
Progressive Corp
-$1.6M
4,564
-71%
减持
PR
Permian Resrouces Corp
-$1.5M
183,432
-45%
增持
ORLY
O'Reilly Automotive Inc
+$1.5M
3,725
+53%
增持
WK
Workiva
+$1.5M
39,855
+58%
建仓
PANW
Palo Alto Networks
+$1.4M
5,635
清仓
FANG
Diamondback Energy Inc.
-$1.4M
0
-100%
增持
NSSC
Napco Security Technologies
-$1.4M
609,427
+2%
减持
MTSI
MACOM Technology Solutions Hol
-$1.4M
141,743
-6%
增持
PGNY
Progyny Inc
+$1.4M
152,481
+6%
建仓
FISV
Fiserv Inc
+$1.3M
10,477
建仓
ISRG
Intuitive Surgical Inc.
+$1.3M
3,831
减持
V
Visa Inc
-$1.3M
14,520
-31%
增持
LLY
Eli Lilly and Company
+$1.2M
7,870
+11%
减持
ASUR
Asure Software
-$1.2M
519,024
-0%
清仓
SEDG
Solaredge Technologies
-$1.1M
0
-100%
清仓
EPAM
Epam Systems
-$1.1M
0
-100%
增持
MRTN
Marten Transport
+$1.1M
427,137
+10%
清仓
CAT
Caterpillar Inc
-$1.0M
0
-100%
减持
FCX
Freeport-McMoran Copper
-$1.0M
71,440
-24%
减持
SITM
Sitime Corp
-$996.7K
40,197
-0%
减持
TMDX
Transmedics Group Inc
+$992.7K
442,942
-7%
清仓
BAC
Bank of America
-$984.3K
0
-100%
建仓
CDNS
Cadence Design Sys Inc
+$911.3K
3,886
增持
DXCM
Dexcom Inc
+$891.8K
25,726
+24%
增持
META
Meta Platforms, Inc.
+$888.6K
8,918
+13%
减持
NVO
NOVO-Nordisk A/S Spons ADR
-$863.0K
24,565
-19%
清仓
BWB
Bridgewater Bancshares
-$856.0K
0
-100%
增持
VERX
Vertex Inc
-$803.3K
1,118,093
+2%
减持
ATEC
Alphatec Holdings Inc
-$792.7K
1,785,274
-15%
减持
BA
Boeing Co
-$760.5K
22,949
-13%
减持
—
NexTier Oilfield Solutions
-$740.0K
231,279
-35%
增持
LULU
Lululemon Athletica Inc
+$725.4K
3,404
+120%
增持
ASLE
Aersale Corporation
+$697.0K
626,906
+27%
建仓
TOST
Toast
+$598.5K
26,518
清仓
INTU
Intuit
-$594.7K
0
-100%
减持
SYM
Symbotic Inc
-$574.9K
102,379
-53%
减持
KNX
Knight-Swift Transportation Ho
-$534.3K
80,233
-9%
减持
TELA
Tela Bio, Inc.
-$425.4K
774,912
-0%
减持
—
Outset Medical
+$386.6K
477,225
-13%
减持
—
TechTarget
-$291.9K
56,949
-0%
增持
FRPT
Freshpet
+$268.3K
202,939
+3%
减持
CRM
Salesforce, Inc.
-$176.7K
5,842
-17%
减持
—
Paragon 28, Inc.
+$139.3K
229,672
-0%
减持
CMG
Chipotle Mexican Grill
+$96.0K
552
-13%
建仓
RGEN
Repligen
+$85.6K
605
增持
PCTY
Paylocity Corp
-$83.0K
49,487
+7%
增持
RBC
RBC Bearings Inc
-$77.1K
64,425
+6%
减持
RYAN
Ryan Specialty Holdings
-$25.7K
107,923
-11%
减持
MA
Mastercard Inc
-$19.3K
8,973
-8%
