小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 143 项
建仓 21
增持 47
减持 59
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
NSSC
Napco Security Technologies
-$28.4M
303,256
-61%
减持
AVAV
Aerovironment
-$20.7M
62,572
-66%
增持
VCYT
Veracyte Inc
+$16.4M
576,159
+290%
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
ACVA
ACV Auctions
+$16.2M
1,315,119
+128%
清仓
CELH
Celsius Holdings
-$14.5M
0
-100%
减持
FRPT
Freshpet
-$14.5M
91,620
-56%
增持
—
FTAI Aviation
+$14.4M
173,880
+105%
增持
—
Universal Stainless and Alloy
+$13.5M
556,684
+90%
减持
MYRG
MYR Group Inc
-$13.4M
24,700
-79%
建仓
OLLI
Ollie's Bargain Outlet
+$12.4M
127,061
减持
ATEC
Alphatec Holdings Inc
-$11.3M
959,032
-40%
减持
VERX
Vertex Inc
-$11.2M
504,191
-41%
清仓
MEDP
Medpace Holdings
-$11.0M
0
-100%
增持
UTI
Universal Technical Institute
+$10.7M
851,506
+329%
清仓
LGIH
LGI Homes Inc
-$9.8M
0
-100%
清仓
—
Enfusion
-$9.6M
0
-100%
建仓
HQY
HealthEquity
+$9.6M
116,723
增持
AAON
Aaon Inc
+$9.3M
118,012
+204%
减持
TMDX
Transmedics Group Inc
-$9.3M
263,645
-22%
减持
SPSC
SPS Commerce
-$8.7M
31,343
-60%
清仓
KRUS
Kura Sushi USA Inc
-$8.1M
0
-100%
减持
MTSI
MACOM Technology Solutions Hol
-$7.7M
143,095
-32%
增持
GDYN
Grid Dynamics Holdings Inc.
+$7.7M
911,076
+88%
建仓
HROW
Harrow
+$7.5M
167,460
增持
PRCT
Procept Biorobotics
+$7.4M
275,080
+15%
减持
—
Credo Technology Group Holding
-$7.3M
113,033
-66%
建仓
—
On Holdings AG
+$7.2M
142,969
建仓
GLDD
Great Lakes Dredge & Doc
+$7.0M
667,953
清仓
PGNY
Progyny Inc
-$6.8M
0
-100%
减持
—
Cyberark Software
-$6.7M
21,998
-54%
建仓
KNX
Knight-Swift Transportation Ho
+$6.7M
124,001
增持
RBC
RBC Bearings Inc
+$6.6M
61,278
+41%
建仓
MIRM
Mirum Pharmaceuticals
+$6.4M
164,371
增持
PAR
Par Technology
+$6.1M
448,168
+23%
增持
AORT
Artivion Inc
+$6.1M
379,735
+142%
建仓
WGS
GeneDx Holding Corp
+$6.0M
141,113
建仓
WAL
Western Alliance Bancorp
+$6.0M
69,156
增持
—
Global-E Online
+$5.6M
247,761
+130%
建仓
BLND
Blend Labs
+$5.6M
1,490,803
减持
QTWO
Q2 Holdings
-$5.4M
352,864
-37%
清仓
FIVN
Five9
-$4.9M
0
-100%
增持
TNDM
Tandem Diabetes Care
+$4.8M
982,682
+7%
增持
STRL
Sterling Infrastruture
+$4.7M
74,779
+45%
建仓
BLFS
Biolife Solutions
+$4.7M
186,391
增持
EXLS
Exlservice Holdings Inc.
+$4.6M
412,897
+16%
增持
VCEL
Vericel Corp
+$4.3M
523,919
+35%
建仓
ELF
ELF Beauty
+$4.2M
38,798
建仓
—
Kornit Digital Ltd
+$4.2M
162,774
建仓
SKWD
Skyward Specialy Insurance Gro
+$4.2M
103,209
建仓
—
OneStream
+$3.8M
113,071
减持
GOOGL
Alphabet Inc-Cl A
-$3.6M
52,320
-22%
清仓
—
JFrog
-$3.6M
0
-100%
增持
LSCC
Lattice Semiconductor Corp
+$3.6M
177,487
+76%
减持
KNSL
Kinsale Capital Group
+$3.6M
51,012
-3%
增持
RXST
RxSight Inc
-$3.3M
576,453
+9%
减持
APPF
AppFolio Inc
-$3.2M
26,135
-31%
减持
AGYS
Agilysys
-$3.1M
146,008
-20%
清仓
PEN
Penumbra Inc.
-$3.1M
0
-100%
清仓
FWRG
First Watch Restaurant Group
-$3.1M
0
-100%
建仓
WAY
Waystar Holdings
+$3.0M
107,921
建仓
LNTH
Lantheus Holdings
+$3.0M
27,010
减持
ATRO
Astronics Corp
-$3.0M
2,288,218
-4%
建仓
TWFG
TWFG Inc
+$2.9M
108,197
清仓
FND
Floor & Decor Holdings
-$2.9M
0
-100%
增持
LINC
Lincoln Educational Services
+$2.8M
563,185
+70%
减持
GWRE
Guidewire Software
+$2.8M
65,278
-2%
增持
COHR
Coherent Corp
+$2.8M
167,093
+0%
增持
GSHD
Goosehead Insurance
+$2.7M
53,054
+52%
清仓
PR
Permian Resrouces Corp
-$2.7M
0
-100%
增持
HXL
Hexcel Corp
+$2.6M
277,680
+19%
建仓
—
SimilarWeb
+$2.5M
283,336
减持
LOAR
Loar Holdings
+$2.5M
122,719
-2%
增持
MAMA
Mama's Creations
+$2.5M
946,248
+44%
减持
DXCM
Dexcom Inc
-$2.4M
20,306
-38%
清仓
PCTY
Paylocity Corp
-$2.3M
0
-100%
减持
NTRA
Natera Inc
+$2.3M
139,120
-2%
减持
AMZN
Amazon.Com
-$2.2M
50,375
-16%
建仓
ARQ
Arq Inc
+$2.2M
375,000
减持
MSFT
Microsoft Corp.
-$2.1M
39,844
-8%
增持
TCMD
Tactile Systems
+$2.1M
459,166
+19%
减持
CAVA
CAVA Group
-$2.0M
33,599
-49%
减持
CRWD
Crowdstrike Holdings Inc
-$2.0M
5,767
-39%
清仓
CCS
Century Communities
-$2.0M
0
-100%
增持
PAY
Paymentus Holdings
+$1.9M
1,339,531
+2%
清仓
LFMD
LifeMD
-$1.9M
0
-100%
清仓
NVO
NOVO-Nordisk A/S Spons ADR
-$1.9M
0
-100%
增持
ODFL
Old Dominion Freight Line
+$1.9M
26,749
+38%
减持
QNST
Quinstreet Inc
+$1.8M
760,058
-1%
增持
INOD
Innodata Inc
+$1.7M
894,424
+0%
建仓
HWM
Howmet Aerospace
+$1.7M
16,844
减持
BROS
Dutch Bros Inc
-$1.7M
165,737
-2%
减持
V
Visa Inc
-$1.6M
9,422
-41%
增持
AMD
Advanced Micro Devices
+$1.6M
34,299
+38%
减持
FLYW
Flywire Corporation
-$1.6M
1,206,032
-7%
增持
INTA
Intapp
+$1.5M
137,275
+0%
减持
CSTL
Castle Biosciences
+$1.5M
234,091
-1%
减持
MA
Mastercard Inc
-$1.4M
5,027
-43%
增持
SIBN
SI-BONE Inc
+$1.4M
881,468
+4%
减持
—
Monday.com
-$1.4M
17,646
-32%
增持
ALKT
Alkami Technology
+$1.3M
423,175
+0%
增持
ARCB
Arcbest Corporation
+$1.3M
59,234
+23%
增持
SYM
Symbotic Inc
+$1.2M
152,925
+113%
减持
PANW
Palo Alto Networks
-$1.2M
4,998
-42%
增持
MRTN
Marten Transport
+$1.1M
514,024
+19%
增持
BSX
Boston Scientific Corp
+$1.1M
43,222
+32%
增持
GS
Goldman Sachs Group Com
+$1.0M
9,367
+17%
增持
ORN
Orion Group Holdings
-$985.0K
601,862
+28%
增持
SAIA
Saia Inc
-$918.9K
50,239
+4%
减持
VRT
Vertiv Holdings
-$816.2K
29,164
-32%
增持
KIDS
Orthopediatrics Corp
+$689.9K
192,794
+22%
增持
TSLA
Tesla Motors Inc
+$661.9K
6,884
+20%
减持
NVDA
Nvidia Corporation
-$650.7K
130,888
-2%
增持
BOW
Bowhead Specialty Holdings
+$615.1K
228,545
+0%
减持
LLY
Eli Lilly and Company
-$612.4K
6,307
-8%
减持
ARM
Arm Holdings
-$578.6K
16,895
-8%
减持
SDHC
Smith Douglas Homes
+$535.4K
301,213
-35%
减持
DHI
D R Horton, Inc.
+$487.0K
12,245
-7%
减持
VRTX
Vertex Pharmaceuticals
-$473.1K
6,740
-12%
减持
CSGP
Costar Group Inc
-$469.8K
25,991
-21%
减持
ADBE
Adobe Inc.
-$428.6K
4,994
-8%
减持
PGR
Progressive Corp
+$375.8K
12,672
-7%
减持
—
Clearwater Analytics Holdings
+$371.2K
244,667
-22%
减持
—
SEMrush Holdings
+$355.6K
647,170
-12%
增持
DCBO
Docebo Inc
+$351.6K
62,792
+0%
减持
VRRM
Verra Mobility Corporation
-$345.4K
1,471,325
-3%
减持
CDNS
Cadence Design Sys Inc
-$338.6K
5,651
-7%
减持
META
Meta Platforms, Inc.
+$329.9K
13,417
-8%
减持
PWR
Quanta Services
+$326.7K
13,366
-7%
增持
PDFS
PDF Solution
-$307.5K
65,735
+0%
减持
AAPL
Apple Computer Inc
+$267.9K
62,433
-8%
减持
CMG
Chipotle Mexican Grill
-$264.0K
28,526
-6%
增持
NEO
Neogenomics Inc
+$261.5K
293,608
+0%
减持
NOW
ServiceNow Inc
+$224.2K
5,251
-8%
减持
UNH
Unitedhealth Group, Inc.
+$157.5K
4,479
-7%
增持
BA
Boeing Co
-$143.7K
27,587
+16%
减持
SHOP
Shopify Inc
+$141.6K
16,784
-8%
减持
COST
Costco Wholesale Corp
-$111.1K
5,707
-6%
减持
NFLX
Netflix.com
-$90.7K
4,368
-8%
减持
MPWR
Monolithic Power Systems Inc
+$80.3K
3,075
-9%
增持
AIP
Arteris
+$60.2K
278,783
+0%
增持
—
Potbelly Corporation
+$53.3K
169,211
+0%
减持
WDAY
Workday Inc
+$38.7K
5,564
-6%
减持
ISRG
Intuitive Surgical Inc.
+$37.0K
3,997
-8%
