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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 24
增持 62
减持 43
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
TMDX
Transmedics Group Inc
-$41.4M
0
-100%
清仓
VRRM
Verra Mobility Corporation
-$40.9M
0
-100%
减持
TNDM
Tandem Diabetes Care
-$34.4M
201,839
-79%
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
—
Paycor HCM
+$24.1M
1,298,113
增持
GDYN
Grid Dynamics Holdings Inc.
+$23.3M
1,622,226
+78%
减持
RXST
RxSight Inc
-$22.6M
170,899
-70%
清仓
—
Universal Stainless and Alloy
-$21.5M
0
-100%
增持
MYRG
MYR Group Inc
+$20.0M
151,610
+514%
减持
ATRO
Astronics Corp
-$20.0M
1,537,925
-33%
增持
WGS
GeneDx Holding Corp
+$18.0M
312,014
+121%
建仓
—
Cushman and Wakefield
+$16.6M
1,267,607
减持
PAY
Paymentus Holdings
+$15.3M
1,287,824
-4%
增持
PAR
Par Technology
+$14.3M
518,554
+16%
建仓
LMB
Limbach Holdings
+$13.4M
156,350
清仓
AVAV
Aerovironment
-$12.5M
0
-100%
减持
SIBN
SI-BONE Inc
-$12.3M
1,295
-100%
清仓
NSSC
Napco Security Technologies
-$12.3M
0
-100%
增持
UTI
Universal Technical Institute
+$11.7M
991,752
+16%
建仓
ALHC
Alignment Healthcare
+$11.5M
1,018,045
建仓
PEGA
Pegasystems
+$10.9M
116,439
建仓
CRS
Carpenter Technology
+$10.4M
61,458
减持
SDHC
Smith Douglas Homes
-$10.2M
44,383
-85%
建仓
AVPT
Avepoint Inc
+$10.0M
608,340
增持
—
Global-E Online
+$10.0M
358,075
+45%
建仓
XMTR
Xometry Inc
+$9.6M
225,899
建仓
BY
Byline Bancorp
+$9.6M
330,983
建仓
—
Pinnacle Financial
+$9.5M
82,712
增持
WAY
Waystar Holdings
+$9.0M
326,592
+203%
增持
BROS
Dutch Bros Inc
+$8.7M
267,309
+61%
减持
KNSL
Kinsale Capital Group
-$8.4M
32,974
-35%
建仓
WING
Wingstop
+$8.3M
29,131
增持
STRL
Sterling Infrastruture
+$7.4M
108,472
+45%
增持
—
SimilarWeb
+$7.4M
699,128
+147%
减持
QTWO
Q2 Holdings
-$7.1M
208,668
-41%
减持
—
FTAI Aviation
-$7.0M
112,009
-36%
建仓
SARO
StandardAero Inc
+$6.9M
277,482
增持
VCEL
Vericel Corp
+$6.7M
525,816
+0%
清仓
TCMD
Tactile Systems
-$6.7M
0
-100%
增持
WAL
Western Alliance Bancorp
+$6.6M
150,029
+117%
清仓
APPF
AppFolio Inc
-$6.2M
0
-100%
清仓
SPSC
SPS Commerce
-$6.1M
0
-100%
减持
FLYW
Flywire Corporation
-$6.1M
664,779
-45%
建仓
PCTY
Paylocity Corp
+$6.0M
30,239
增持
TSLA
Tesla Motors Inc
+$5.8M
18,931
+175%
建仓
WEAV
Weave Communications
+$5.7M
358,931
清仓
LLY
Eli Lilly and Company
-$5.6M
0
-100%
建仓
KRUS
Kura Sushi USA
+$5.5M
60,485
增持
OLLI
Ollie's Bargain Outlet
+$5.4M
162,136
+28%
清仓
ODFL
Old Dominion Freight Line
-$5.3M
0
-100%
建仓
CBLL
Ceribell
+$5.3M
204,760
清仓
KIDS
Orthopediatrics Corp
-$5.2M
0
-100%
增持
—
Kornit Digital Ltd
+$5.2M
303,497
+86%
清仓
—
Monday.com
-$4.9M
0
-100%
增持
AAON
Aaon Inc
+$4.9M
149,467
+27%
建仓
CDNA
Care Dx
+$4.7M
219,747
建仓
MPTI
M-Tron Industries
+$4.6M
94,155
减持
HXL
Hexcel Corp
-$4.4M
203,096
-27%
增持
LSCC
Lattice Semiconductor Corp
+$4.4M
244,017
+37%
增持
QNST
Quinstreet Inc
+$4.4M
819,630
+8%
增持
SAIA
Saia Inc
+$4.4M
57,772
+15%
减持
NTRA
Natera Inc
-$4.3M
84,362
-39%
减持
GWRE
Guidewire Software
-$4.2M
45,944
-30%
增持
—
Credo Technology Group Holding
+$4.2M
114,066
+1%
减持
MRTN
Marten Transport
-$4.2M
315,760
-39%
清仓
CAVA
CAVA Group
-$4.2M
0
-100%
增持
AAPL
Apple Computer Inc
+$4.0M
74,141
+19%
建仓
BWB
Bridgewater Bancshares
+$4.0M
295,288
增持
AORT
Artivion Inc
+$4.0M
492,653
+30%
增持
LINC
Lincoln Educational Services
+$3.8M
664,148
+18%
增持
ATEC
Alphatec Holdings Inc
+$3.7M
982,093
+2%
增持
BLFS
Biolife Solutions
+$3.4M
310,658
+67%
增持
AGYS
Agilysys
+$3.4M
146,445
+0%
减持
HROW
Harrow
-$3.3M
125,520
-25%
增持
VCYT
Veracyte Inc
+$3.3M
577,684
+0%
增持
AMZN
Amazon.Com
+$3.3M
57,658
+14%
清仓
VRTX
Vertex Pharmaceuticals
-$3.1M
0
-100%
清仓
LNTH
Lantheus Holdings
-$3.0M
0
-100%
清仓
MPWR
Monolithic Power Systems Inc
-$2.8M
0
-100%
增持
MTSI
MACOM Technology Solutions Hol
+$2.8M
144,367
+1%
建仓
APP
Applovin
+$2.8M
8,573
增持
EXLS
Exlservice Holdings Inc.
+$2.7M
416,567
+1%
减持
SYM
Symbotic Inc
-$2.6M
45,582
-70%
清仓
UNH
Unitedhealth Group, Inc.
-$2.6M
0
-100%
清仓
ADBE
Adobe Inc.
-$2.6M
0
-100%
增持
ELF
ELF Beauty
+$2.5M
53,920
+39%
减持
—
SEMrush Holdings
-$2.5M
646,706
-0%
增持
KNX
Knight-Swift Transportation Ho
+$2.4M
170,466
+37%
清仓
DHI
D R Horton, Inc.
-$2.3M
0
-100%
减持
HQY
HealthEquity
-$2.3M
75,521
-35%
减持
INTA
Intapp
+$2.2M
137,177
-0%
减持
ALKT
Alkami Technology
+$2.1M
421,623
-0%
增持
—
OneStream
+$2.0M
205,933
+82%
建仓
TYL
Tyler Technologies
+$2.0M
3,433
减持
VERX
Vertex Inc
-$2.0M
326,997
-35%
增持
HWM
Howmet Aerospace
+$1.9M
33,075
+96%
减持
BSX
Boston Scientific Corp
-$1.8M
20,422
-53%
增持
ACVA
ACV Auctions
+$1.8M
1,320,228
+0%
建仓
TOST
Toast
+$1.7M
45,470
建仓
TTD
The Trade Desk
+$1.6M
14,033
增持
ISRG
Intuitive Surgical Inc.
+$1.6M
6,890
+72%
增持
AMD
Advanced Micro Devices
-$1.5M
34,312
+0%
增持
BA
Boeing Co
+$1.5M
32,015
+16%
增持
SKWD
Skyward Specialy Insurance Gro
+$1.5M
111,974
+8%
清仓
DXCM
Dexcom Inc
-$1.4M
0
-100%
清仓
WDAY
Workday Inc
-$1.4M
0
-100%
建仓
AXON
Axon Enterprise
+$1.3M
2,215
增持
SHOP
Shopify Inc
+$1.3M
24,783
+48%
增持
RBC
RBC Bearings Inc
+$1.3M
65,589
+7%
增持
FRPT
Freshpet
+$1.2M
92,435
+1%
减持
GOOGL
Alphabet Inc-Cl A
+$1.2M
51,939
-1%
减持
NVDA
Nvidia Corporation
+$1.1M
126,756
-3%
增持
PRCT
Procept Biorobotics
+$1.1M
286,937
+4%
增持
COHR
Coherent Corp
+$1.0M
167,867
+0%
减持
CSGP
Costar Group Inc
-$993.9K
13,506
-48%
增持
—
Cyberark Software
+$979.1K
22,194
+1%
减持
GSHD
Goosehead Insurance
+$946.7K
53,016
-0%
减持
INOD
Innodata Inc
+$938.5K
403,289
-55%
减持
ARCB
Arcbest Corporation
-$900.4K
59,189
-0%
增持
NOW
ServiceNow Inc
+$873.4K
5,254
+0%
增持
NFLX
Netflix.com
+$797.0K
4,370
+0%
减持
BOW
Bowhead Specialty Holdings
-$790.2K
157,977
-31%
增持
BLND
Blend Labs
+$715.5K
1,497,871
+0%
减持
AIP
Arteris
+$686.5K
278,578
-0%
减持
ARQ
Arq Inc
+$635.4K
374,726
-0%
减持
MAMA
Mama's Creations
+$618.6K
945,509
-0%
增持
—
Clearwater Analytics Holdings
+$615.2K
246,841
+1%
减持
ORN
Orion Group Holdings
+$576.1K
552,364
-8%
减持
PGR
Progressive Corp
-$572.3K
11,032
-13%
减持
NEO
Neogenomics Inc
+$504.4K
293,392
-0%
减持
GLDD
Great Lakes Dredge & Doc
+$502.1K
667,465
-0%
增持
VRT
Vertiv Holdings
+$413.2K
29,176
+0%
增持
CSTL
Castle Biosciences
-$407.8K
235,214
+0%
减持
TWFG
TWFG Inc
+$395.6K
108,114
-0%
增持
V
Visa Inc
+$388.1K
9,425
+0%
减持
MIRM
Mirum Pharmaceuticals
+$381.4K
164,252
-0%
增持
CRWD
Crowdstrike Holdings Inc
+$356.8K
5,770
+0%
增持
ARM
Arm Holdings
-$331.0K
16,903
+0%
减持
GS
Goldman Sachs Group Com
-$327.0K
7,528
-20%
增持
MSFT
Microsoft Corp.
+$306.9K
41,404
+4%
减持
PDFS
PDF Solution
-$303.7K
65,685
-0%
增持
PWR
Quanta Services
+$240.8K
13,371
+0%
增持
META
Meta Platforms, Inc.
+$179.5K
13,424
+0%
增持
COST
Costco Wholesale Corp
+$172.5K
5,710
+0%
增持
CDNS
Cadence Design Sys Inc
+$167.2K
5,654
+0%
增持
MA
Mastercard Inc
+$165.8K
5,029
+0%
增持
PANW
Palo Alto Networks
+$111.3K
10,000
+100%
增持
CMG
Chipotle Mexican Grill
+$77.2K
28,539
+0%
减持
—
On Holdings AG
+$69.0K
132,169
-8%
减持
—
Potbelly Corporation
+$51.9K
155,316
-8%
减持
DCBO
Docebo Inc
+$33.7K
62,745
-0%
