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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 129 项
建仓 21
增持 62
减持 32
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
PWR
Quanta Services
-$16.6M
32,984
-74%
增持
QTWO
Q2 Holdings
+$16.0M
509,210
+169%
清仓
—
Silk Road Medical
-$14.4M
0
-100%
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。
清仓
ATRC
Atricure Inc
-$13.7M
0
-100%
建仓
TNDM
Tandem Diabetes Care
+$13.7M
461,495
减持
—
Engagesmart Inc
-$13.4M
1,859
-100%
增持
NSSC
Napco Security Technologies
+$12.6M
724,021
+32%
增持
LGIH
LGI Homes Inc
+$12.6M
266,440
+16%
清仓
CXM
Sprinklr
-$11.2M
0
-100%
减持
TMDX
Transmedics Group Inc
+$10.4M
462,715
-3%
增持
SPT
Sprout Social
+$9.8M
494,649
+20%
增持
FLYW
Flywire Corporation
-$9.6M
1,189,787
+2%
减持
AEHR
AEHR Test Systems
-$9.0M
168,701
-43%
减持
PEN
Penumbra Inc.
-$6.7M
23,750
-55%
清仓
BILL
Bill Holdings Inc
-$6.5M
0
-100%
增持
AVAV
Aerovironment
+$6.5M
168,514
+27%
增持
CELH
Celsius Holdings
-$6.1M
330,109
+135%
增持
HXL
Hexcel Corp
+$5.9M
201,405
+47%
减持
RXST
RxSight Inc
+$5.6M
657,021
-12%
建仓
CCS
Century Communities
+$5.5M
60,337
增持
VERX
Vertex Inc
+$5.5M
1,296,768
+2%
增持
AGYS
Agilysys
+$5.2M
169,385
+23%
建仓
GWRE
Guidewire Software
+$5.1M
46,989
建仓
NTRA
Natera Inc
+$5.1M
80,897
建仓
MEDP
Medpace Holdings
+$4.9M
16,022
增持
ATEC
Alphatec Holdings Inc
+$4.8M
1,975,069
+2%
减持
RBC
RBC Bearings Inc
-$4.6M
36,711
-43%
建仓
CSTL
Castle Biosciences
+$4.6M
213,886
减持
PCTY
Paylocity Corp
-$4.5M
27,197
-45%
建仓
ALKT
Alkami Technology
+$4.4M
182,167
减持
VRRM
Verra Mobility Corporation
+$4.4M
1,789,716
-9%
建仓
—
Clearwater Analytics Holdings
+$4.4M
217,387
增持
AMZN
Amazon.Com
+$4.3M
56,485
+67%
建仓
—
SEMrush Holdings
+$4.3M
312,920
建仓
FWRG
First Watch Restaurant Group
+$4.2M
209,852
增持
ATRO
Astronics Corp
+$4.2M
2,222,747
+2%
清仓
ALNT
Allient Inc
-$3.9M
0
-100%
建仓
BRZE
Braze Inc
+$3.9M
73,021
清仓
TELA
Tela Bio, Inc.
-$3.8M
0
-100%
增持
NOW
ServiceNow Inc
+$3.8M
7,255
+202%
增持
SPSC
SPS Commerce
+$3.7M
66,083
+24%
建仓
DCBO
Docebo Inc
+$3.7M
76,263
增持
FIVN
Five9
+$3.7M
100,575
+53%
增持
VCEL
Vericel Corp
+$3.6M
207,819
+85%
清仓
—
Outset Medical
-$3.6M
0
-100%
建仓
—
Enfusion
+$3.6M
372,068
增持
MSFT
Microsoft Corp.
+$3.4M
42,625
+7%
增持
MTSI
MACOM Technology Solutions Hol
+$3.2M
172,590
+9%
增持
INOD
Innodata Inc
+$3.2M
839,250
+95%
减持
INSP
Inspire Medical Systems Inc
-$3.1M
31,336
-35%
建仓
ACVA
ACV Auctions
+$3.1M
205,860
增持
ARCB
Arcbest Corporation
+$3.1M
76,072
+28%
建仓
GS
Goldman Sachs Group Com
+$3.1M
7,940
建仓
CRWD
Crowdstrike Holdings Inc
+$3.0M
11,910
增持
KNSL
Kinsale Capital Group
-$3.0M
61,124
+8%
增持
GOOGL
Alphabet Inc-Cl A
+$2.9M
73,444
+31%
增持
MYRG
MYR Group Inc
+$2.8M
105,889
+14%
减持
KIDS
Orthopediatrics Corp
-$2.8M
468,500
-17%
建仓
DAVA
Endava Plc
+$2.8M
35,856
清仓
ERII
Energy Recovery
-$2.6M
0
-100%
增持
EXLS
Exlservice Holdings Inc.
+$2.6M
238,055
+40%
增持
—
Credo Technology Group Holding
+$2.6M
561,364
+2%
增持
NEO
Neogenomics Inc
+$2.5M
326,876
+43%
减持
SITM
Sitime Corp
-$2.5M
17,706
-56%
增持
PANW
Palo Alto Networks
+$2.4M
10,349
+287%
增持
SAIA
Saia Inc
+$2.4M
43,290
+4%
增持
PAY
Paymentus Holdings
+$2.3M
336,840
+48%
增持
PGNY
Progyny Inc
+$2.2M
200,073
+31%
减持
TMCI
Treace Medical Concepts
-$2.1M
360,489
-30%
建仓
—
Augmedix
+$2.1M
360,624
建仓
PDFS
PDF Solution
+$2.1M
64,906
建仓
VCYT
Veracyte Inc
+$2.0M
73,965
减持
ORLY
O'Reilly Automotive Inc
-$2.0M
1,492
-60%
清仓
AVDX
Avidxchange Holdings
-$1.9M
0
-100%
减持
VRTX
Vertex Pharmaceuticals
-$1.9M
6,187
-51%
减持
EVLV
Evolv Technologies
-$1.9M
441,338
-46%
增持
META
Meta Platforms, Inc.
+$1.9M
16,113
+26%
建仓
VRT
Vertiv Holdings
+$1.8M
36,625
增持
BA
Boeing Co
+$1.7M
23,581
+3%
减持
PRCT
Procept Biorobotics
-$1.6M
62,576
-52%
增持
PGR
Progressive Corp
+$1.5M
13,524
+196%
减持
FRPT
Freshpet
+$1.5M
171,900
-16%
增持
AMD
Advanced Micro Devices
+$1.5M
28,111
+9%
增持
DXCM
Dexcom Inc
+$1.3M
32,491
+12%
增持
INTA
Intapp
+$1.3M
136,780
+18%
增持
NVDA
Nvidia Corporation
+$1.3M
13,246
+9%
增持
LSCC
Lattice Semiconductor Corp
-$1.3M
153,352
+11%
清仓
URI
United Rentals Inc
-$1.2M
0
-100%
清仓
FISV
Fiserv Inc
-$1.2M
0
-100%
增持
ADBE
Adobe Inc.
+$1.2M
4,955
+42%
增持
UNH
Unitedhealth Group, Inc.
+$1.1M
7,856
+32%
清仓
PAYC
Paycom Software Inc
-$1.1M
0
-100%
减持
KRUS
Kura Sushi USA Inc
+$1.1M
209,131
-7%
减持
CSGP
Costar Group Inc
-$886.3K
20,134
-41%
增持
COST
Costco Wholesale Corp
+$856.5K
6,017
+9%
增持
LFMD
LifeMD
+$846.1K
408,781
+0%
减持
—
Paragon 28, Inc.
-$819.4K
167,336
-28%
增持
KNX
Knight-Swift Transportation Ho
+$786.7K
83,512
+4%
增持
V
Visa Inc
+$782.6K
15,834
+9%
增持
DHI
D R Horton, Inc.
+$693.3K
12,976
+9%
增持
MPWR
Monolithic Power Systems, Inc
+$675.7K
3,330
+8%
减持
TCMD
Tactile Systems
-$659.5K
332,059
-14%
增持
WK
Workiva
+$646.8K
46,195
+16%
增持
FND
Floor & Decor Holdings
+$600.2K
24,475
+4%
增持
MRTN
Marten Transport
+$587.2K
431,632
+0%
增持
APPF
AppFolio Inc
+$575.9K
34,263
+17%
增持
ASLE
Aersale Corporation
-$565.4K
696,041
+11%
减持
PTEN
Patterson UTI Energy
-$532.0K
172,619
-0%
减持
FCX
Freeport-McMoran Copper
-$486.9K
37,501
-33%
增持
WDAY
Workday Inc
+$463.1K
5,846
+9%
增持
RYAN
Ryan Specialty Holdings
-$396.1K
112,337
+4%
增持
CMG
Chipotle Mexican Grill
+$365.6K
602
+9%
减持
LLY
Eli Lilly and Company
+$349.9K
7,852
-0%
增持
CDNS
Cadence Design Sys Inc
+$345.2K
6,010
+9%
增持
GDYN
Grid Dynamics Holdings Inc.
+$318.0K
263,736
+0%
清仓
LIND
Lindblad Expeditions Holding
-$297.4K
0
-100%
减持
LULU
Lululemon Athletica Inc
+$292.3K
3,139
-8%
增持
ODFL
Old Dominion Freight Line
+$290.3K
9,596
+9%
减持
ISRG
Intuitive Surgical Inc.
-$278.4K
2,494
-35%
增持
—
TechTarget
+$266.9K
57,559
+0%
增持
SIBN
SI-BONE Inc
+$209.8K
1,398,413
+2%
增持
—
Global-E Online
+$208.8K
147,876
+4%
减持
MA
Mastercard Inc
+$180.7K
8,753
-2%
减持
AAPL
Apple Computer Inc
-$165.6K
63,197
-12%
增持
TSLA
Tesla Motors Inc
+$155.5K
8,152
+9%
清仓
PODD
Insulet Corp
-$109.3K
0
-100%
减持
NVO
NOVO-Nordisk A/S Spons ADR
+$90.1K
29,358
-9%
减持
PR
Permian Resrouces Corp
-$72.9K
182,123
-0%
减持
—
Axonics Modulation Technology
+$68.2K
464,589
-10%
