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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 14
增持 84
减持 22
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
Axonics Modulation Technology
-$28.9M
0
-100%
增持
TNDM
Tandem Diabetes Care
+$16.5M
852,879
+85%
增持
VCEL
Vericel Corp
+$13.4M
399,170
+92%
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。
减持
SIBN
SI-BONE Inc
-$11.8M
1,070,166
-23%
建仓
QNST
Quinstreet Inc
+$11.7M
659,903
减持
KIDS
Orthopediatrics Corp
-$10.6M
157,868
-66%
增持
PAY
Paymentus Holdings
+$9.5M
681,399
+102%
减持
—
Credo Technology Group Holding
-$8.9M
97,383
-83%
清仓
ASLE
Aersale Corporation
-$8.8M
0
-100%
减持
ATEC
Alphatec Holdings Inc
-$8.0M
1,584,925
-20%
建仓
GSHD
Goosehead Insurance
+$8.0M
119,605
建仓
—
Cyberark Software
+$7.9M
29,572
减持
KNSL
Kinsale Capital Group
+$7.6M
53,552
-12%
增持
FRPT
Freshpet
+$7.6M
194,319
+13%
增持
TCMD
Tactile Systems
+$6.9M
718,970
+117%
增持
NTRA
Natera Inc
+$6.3M
123,976
+53%
减持
VRRM
Verra Mobility Corporation
-$5.9M
1,414,247
-21%
建仓
—
JFrog
+$5.9M
133,419
减持
SAIA
Saia Inc
+$5.7M
42,112
-3%
增持
NVDA
Nvidia Corporation
+$5.6M
13,426
+1%
减持
VERX
Vertex Inc
+$5.6M
1,275,087
-2%
建仓
—
Monday.com
+$5.5M
24,252
增持
TMCI
Treace Medical Concepts
+$5.4M
769,808
+114%
建仓
SDHC
Smith Douglas Homes
+$5.3M
178,979
增持
QTWO
Q2 Holdings
+$5.2M
519,354
+2%
增持
AVAV
Aerovironment
+$5.0M
171,419
+2%
建仓
CAVA
CAVA Group
+$5.0M
71,203
建仓
ACCD
Accolade Inc
+$4.8M
460,283
增持
NSSC
Napco Security Technologies
+$4.8M
736,807
+2%
增持
—
SEMrush Holdings
+$4.8M
681,200
+118%
增持
ALKT
Alkami Technology
+$4.7M
370,105
+103%
减持
AAPL
Apple Computer Inc
-$4.6M
44,166
-30%
增持
MEDP
Medpace Holdings
+$4.5M
23,257
+45%
减持
KRUS
Kura Sushi USA Inc
+$3.9M
172,009
-18%
增持
LGIH
LGI Homes Inc
-$3.8M
271,880
+2%
增持
ATRO
Astronics Corp
+$3.8M
2,230,661
+0%
增持
MYRG
MYR Group Inc
+$3.7M
107,430
+1%
增持
ACVA
ACV Auctions
+$3.6M
358,659
+74%
增持
SYM
Symbotic Inc
+$3.0M
71,812
+1263%
建仓
NFLX
Netflix.com
+$2.9M
4,739
清仓
DAVA
Endava Plc
-$2.8M
0
-100%
增持
EXLS
Exlservice Holdings Inc.
+$2.6M
311,415
+31%
增持
FLYW
Flywire Corporation
+$2.5M
1,212,386
+2%
增持
DCBO
Docebo Inc
+$2.5M
125,760
+65%
减持
AEHR
AEHR Test Systems
-$2.4M
165,276
-2%
减持
KNX
Knight-Swift Transportation Ho
-$2.3M
45,023
-46%
建仓
—
Globant SA
+$2.3M
11,316
建仓
DV
DoubleVerify Holdings
+$2.3M
64,193
建仓
BSX
Boston Scientific Corp
+$2.3M
32,881
增持
META
Meta Platforms, Inc.
+$2.2M
16,333
+1%
清仓
SITM
Sitime Corp
-$2.2M
0
-100%
增持
MSFT
Microsoft Corp.
+$2.1M
43,203
+1%
清仓
—
Paragon 28, Inc.
-$2.1M
0
-100%
建仓
—
Potbelly Corporation
+$2.0M
169,238
清仓
—
TechTarget
-$2.0M
0
-100%
清仓
PTEN
Patterson UTI Energy
-$1.9M
0
-100%
增持
LSCC
Lattice Semiconductor Corp
+$1.8M
158,834
+4%
减持
PCTY
Paylocity Corp
-$1.8M
15,408
-43%
增持
PRCT
Procept Biorobotics
+$1.8M
89,540
+43%
增持
AMZN
Amazon.Com
+$1.7M
57,253
+1%
减持
UNH
Unitedhealth Group, Inc.
-$1.7M
4,845
-38%
增持
ARCB
Arcbest Corporation
+$1.7M
76,367
+0%
增持
PWR
Quanta Services
+$1.7M
34,004
+3%
增持
VRTX
Vertex Pharmaceuticals
+$1.6M
9,922
+60%
增持
RYAN
Ryan Specialty Holdings
+$1.6M
116,281
+4%
增持
LLY
Eli Lilly and Company
+$1.6M
7,958
+1%
增持
TMDX
Transmedics Group Inc
-$1.6M
472,215
+2%
清仓
FCX
Freeport-McMoran Copper
-$1.6M
0
-100%
建仓
ARM
Arm Holdings
+$1.6M
12,653
增持
BA
Boeing Co
-$1.5M
23,899
+1%
增持
FIVN
Five9
-$1.4M
104,178
+4%
清仓
ORLY
O'Reilly Automotive Inc
-$1.4M
0
-100%
增持
CSGP
Costar Group Inc
+$1.4M
32,865
+63%
减持
INOD
Innodata Inc
-$1.4M
823,398
-2%
增持
VRT
Vertiv Holdings
+$1.3M
37,059
+1%
增持
VCYT
Veracyte Inc
+$1.2M
147,991
+100%
减持
PEN
Penumbra Inc.
-$1.2M
21,290
-10%
增持
MRTN
Marten Transport
-$1.1M
432,868
+0%
增持
MTSI
MACOM Technology Solutions Hol
+$1.0M
178,664
+4%
减持
HXL
Hexcel Corp
-$1.0M
189,620
-6%
减持
APPF
AppFolio Inc
+$985.8K
28,052
-18%
增持
GOOGL
Alphabet Inc-Cl A
+$976.7K
74,446
+1%
增持
FWRG
First Watch Restaurant Group
+$972.8K
210,836
+0%
增持
ISRG
Intuitive Surgical Inc.
+$892.3K
4,344
+74%
增持
LFMD
LifeMD
+$830.0K
410,384
+0%
增持
CRWD
Crowdstrike Holdings Inc
+$829.0K
12,071
+1%
增持
NVO
NOVO-Nordisk A/S Spons ADR
+$783.3K
29,754
+1%
增持
—
Enfusion
+$713.6K
467,319
+26%
增持
PGR
Progressive Corp
+$680.8K
13,707
+1%
增持
WK
Workiva
-$632.9K
47,845
+4%
增持
—
Augmedix
-$627.8K
362,307
+0%
增持
INSP
Inspire Medical Systems Inc
+$596.8K
32,457
+4%
增持
TSLA
Tesla Motors Inc
-$573.1K
8,263
+1%
增持
GWRE
Guidewire Software
+$556.7K
48,671
+4%
增持
FND
Floor & Decor Holdings
+$553.5K
25,335
+4%
增持
MA
Mastercard Inc
+$538.8K
8,871
+1%
增持
DXCM
Dexcom Inc
+$529.8K
32,888
+1%
增持
BRZE
Braze Inc
-$529.2K
75,631
+4%
减持
PR
Permian Resrouces Corp
+$504.1K
168,799
-7%
增持
COST
Costco Wholesale Corp
+$496.6K
6,099
+1%
增持
INTA
Intapp
-$490.3K
137,319
+0%
增持
NOW
ServiceNow Inc
+$480.3K
7,353
+1%
增持
PGNY
Progyny Inc
+$464.2K
207,154
+4%
增持
CCS
Century Communities
+$431.1K
61,453
+2%
增持
CMG
Chipotle Mexican Grill
+$396.4K
610
+1%
增持
ODFL
Old Dominion Freight Line
+$376.9K
19,454
+103%
增持
—
Clearwater Analytics Holdings
-$371.0K
225,171
+4%
增持
LULU
Lululemon Athletica Inc
-$362.3K
3,181
+1%
增持
V
Visa Inc
+$356.6K
16,049
+1%
增持
ADBE
Adobe Inc.
+$354.0K
6,560
+32%
减持
AMD
Advanced Micro Devices
+$354.0K
24,920
-11%
增持
GDYN
Grid Dynamics Holdings Inc.
+$346.4K
314,237
+19%
增持
SPT
Sprout Social
-$301.7K
503,928
+2%
增持
GS
Goldman Sachs Group Com
+$298.1K
8,047
+1%
增持
—
Global-E Online
-$296.2K
153,070
+4%
增持
CDNS
Cadence Design Sys Inc
+$259.4K
6,092
+1%
增持
CSTL
Castle Biosciences
+$245.7K
219,473
+3%
增持
DHI
D R Horton, Inc.
+$192.2K
13,153
+1%
增持
MPWR
Monolithic Power Systems, Inc
+$182.4K
3,370
+1%
增持
RBC
RBC Bearings Inc
-$178.3K
38,026
+4%
减持
RXST
RxSight Inc
-$158.8K
510,513
-22%
增持
SPSC
SPS Commerce
-$153.7K
68,447
+4%
增持
AGYS
Agilysys
+$153.0K
172,326
+2%
增持
NEO
Neogenomics Inc
-$130.3K
328,155
+0%
增持
PDFS
PDF Solution
+$127.9K
65,755
+1%
增持
EVLV
Evolv Technologies
-$111.1K
443,157
+0%
增持
PANW
Palo Alto Networks
-$71.5K
10,489
+1%
清仓
—
Engagesmart Inc
-$42.6K
0
-100%
减持
CELH
Celsius Holdings
-$15.8K
216,856
-34%
增持
WDAY
Workday Inc
+$2.5K
5,926
+1%
