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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 147 项
建仓 17
增持 54
减持 52
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
ALHC
Alignment Healthcare
+$23.7M
1,886,505
+85%
建仓
IRTC
IRhythm Technologies
+$21.8M
208,220
清仓
AGYS
Agilysys
-$19.3M
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。
减持
PRCT
Procept Biorobotics
-$15.7M
127,073
-56%
减持
—
Paycor HCM
-$14.4M
433,661
-67%
清仓
FLYW
Flywire Corporation
-$13.7M
0
-100%
清仓
FRPT
Freshpet
-$13.7M
0
-100%
清仓
NTRA
Natera Inc
-$13.4M
0
-100%
增持
WGS
GeneDx Holding Corp
+$13.0M
417,037
+34%
减持
QNST
Quinstreet Inc
-$11.4M
419,002
-49%
建仓
PEN
Penumbra
+$11.1M
41,579
增持
AORT
Artivion Inc
+$11.1M
1,022,775
+108%
清仓
PEGA
Pegasystems
-$10.9M
0
-100%
减持
COHR
Coherent Corp
-$10.8M
79,223
-53%
清仓
—
SimilarWeb
-$9.9M
0
-100%
增持
ACVA
ACV Auctions
-$9.8M
1,328,308
+1%
减持
—
Cushman and Wakefield
-$9.6M
687,195
-46%
减持
STRL
Sterling Infrastruture
-$9.1M
81,387
-25%
减持
VCYT
Veracyte Inc
-$8.8M
476,216
-18%
增持
ATEC
Alphatec Holdings Inc
+$8.0M
1,678,678
+71%
增持
GDYN
Grid Dynamics Holdings Inc.
-$7.9M
1,798,071
+11%
减持
AAON
Aaon Inc
-$7.9M
124,390
-17%
减持
HXL
Hexcel Corp
-$7.4M
96,904
-52%
减持
SAIA
Saia Inc
-$7.3M
54,338
-6%
增持
—
Clearwater Analytics Holdings
+$7.3M
526,761
+113%
清仓
TNDM
Tandem Diabetes Care
-$7.3M
0
-100%
清仓
—
On Holdings AG
-$7.2M
0
-100%
减持
PAR
Par Technology
-$7.0M
500,820
-3%
增持
XMTR
Xometry Inc
+$6.9M
664,292
+194%
清仓
ELF
ELF Beauty
-$6.8M
0
-100%
建仓
AGX
Argan Inc
+$6.7M
51,140
增持
PAY
Paymentus Holdings
-$6.7M
1,356,980
+5%
减持
ATRO
Astronics Corp
+$6.6M
1,289,296
-16%
清仓
CSTL
Castle Biosciences
-$6.3M
0
-100%
减持
NVDA
Nvidia Corporation
-$6.0M
101,700
-20%
清仓
—
OneStream
-$5.9M
0
-100%
减持
TSLA
Tesla Motors Inc
-$5.8M
7,141
-62%
减持
WING
Wingstop
-$5.8M
11,161
-62%
增持
VERX
Vertex Inc
-$5.8M
333,845
+2%
减持
MSFT
Microsoft Corp.
-$5.6M
31,564
-24%
减持
—
FTAI Aviation
-$5.3M
97,500
-13%
增持
MYRG
MYR Group Inc
-$5.1M
154,510
+2%
清仓
MRTN
Marten Transport
-$4.9M
0
-100%
增持
—
Global-E Online
-$4.9M
410,240
+15%
清仓
NEO
Neogenomics Inc
-$4.8M
0
-100%
减持
AAPL
Apple Computer Inc
-$4.6M
62,918
-15%
建仓
SNOW
Snowflake Inc
+$4.5M
30,893
增持
KNSL
Kinsale Capital Group
+$4.4M
40,598
+23%
增持
—
Potbelly Corporation
+$4.4M
618,591
+298%
建仓
CVLG
Covenant Logistics Group
+$4.4M
198,384
减持
—
Credo Technology Group Holding
-$4.2M
85,437
-25%
清仓
HROW
Harrow
-$4.2M
0
-100%
清仓
AMD
Advanced Micro Devices
-$4.1M
0
-100%
增持
MTSI
MACOM Technology Solutions Hol
-$3.7M
150,404
+4%
减持
—
Kornit Digital Ltd
-$3.6M
302,547
-0%
增持
ALKT
Alkami Technology
-$3.6M
452,284
+7%
减持
KRUS
Kura Sushi USA
-$3.6M
37,337
-38%
减持
KNX
Knight-Swift Transportation Ho
-$3.5M
127,559
-25%
减持
ARCB
Arcbest Corporation
-$3.5M
29,363
-50%
建仓
—
JFrog
+$3.3M
102,462
减持
AMZN
Amazon.Com
-$3.2M
49,699
-14%
增持
QTWO
Q2 Holdings
-$3.0M
224,703
+8%
增持
CRS
Carpenter Technology
+$3.0M
74,209
+21%
建仓
SITM
Sitime Corp
+$3.0M
19,458
建仓
AVGO
Broadcom
+$2.9M
17,503
增持
VCEL
Vericel Corp
-$2.9M
582,535
+11%
增持
PGR
Progressive Corp
+$2.9M
19,434
+76%
清仓
ARQ
Arq Inc
-$2.8M
0
-100%
清仓
DCBO
Docebo Inc
-$2.8M
0
-100%
减持
GOOGL
Alphabet Inc-Cl A
-$2.8M
45,473
-12%
减持
BROS
Dutch Bros Inc
-$2.5M
185,486
-31%
减持
NOW
ServiceNow Inc
-$2.5M
3,881
-26%
减持
PWR
Quanta Services
-$2.4M
6,991
-48%
建仓
—
Olo
+$2.1M
354,256
增持
GWRE
Guidewire Software
+$2.1M
52,754
+15%
增持
INOD
Innodata Inc
+$2.1M
502,053
+24%
增持
ISRG
Intuitive Surgical Inc.
+$2.0M
11,343
+65%
增持
MIRM
Mirum Pharmaceuticals
+$2.0M
195,341
+19%
建仓
DAVA
Endava Plc
+$1.9M
98,852
建仓
PAL
Proficient Auto Logistics
+$1.9M
228,329
增持
SHOP
Shopify Inc
+$1.9M
47,519
+92%
减持
LSCC
Lattice Semiconductor Corp
-$1.9M
227,482
-7%
建仓
CVNA
Carvana
+$1.9M
8,977
清仓
PANW
Palo Alto Networks
-$1.8M
0
-100%
减持
WAL
Western Alliance Bancorp
-$1.8M
139,874
-7%
清仓
PDFS
PDF Solution
-$1.8M
0
-100%
减持
RXST
RxSight Inc
-$1.8M
163,359
-4%
减持
GLDD
Great Lakes Dredge & Doc
-$1.7M
665,282
-0%
增持
PCTY
Paylocity Corp
+$1.7M
41,193
+36%
建仓
—
Spotify Technology
+$1.7M
3,037
清仓
TOST
Toast
-$1.7M
0
-100%
建仓
TEAM
Atlassian Corp
+$1.6M
7,344
建仓
CRM
Salesforce
+$1.5M
5,690
增持
UTI
Universal Technical Institute
+$1.5M
1,049,742
+6%
增持
HQY
HealthEquity
+$1.4M
98,268
+30%
减持
MPTI
M-Tron Industries
-$1.4M
70,606
-25%
增持
WEAV
Weave Communications
-$1.4M
387,817
+8%
建仓
MRVL
Marvell Technology
+$1.4M
22,757
减持
MAMA
Mama's Creations
-$1.4M
942,144
-0%
减持
CBLL
Ceribell
-$1.4M
204,129
-0%
减持
META
Meta Platforms, Inc.
-$1.3M
11,297
-16%
增持
WAY
Waystar Holdings
+$1.3M
356,224
+9%
增持
LINC
Lincoln Educational Services
+$1.2M
738,923
+11%
增持
BLND
Blend Labs
-$1.2M
1,521,648
+2%
清仓
SDHC
Smith Douglas Homes
-$1.1M
0
-100%
增持
VRT
Vertiv Holdings
-$1.1M
30,854
+6%
清仓
SYM
Symbotic Inc
-$1.1M
0
-100%
减持
OLLI
Ollie's Bargain Outlet
+$1.1M
161,951
-0%
减持
TTD
The Trade Desk
-$1.0M
11,083
-21%
减持
LOAR
Loar Holdings
-$1.0M
115,359
-7%
减持
BLFS
Biolife Solutions
-$991.5K
309,686
-0%
减持
BY
Byline Bancorp
-$967.8K
329,919
-0%
清仓
CSGP
Costar Group Inc
-$966.9K
0
-100%
减持
CMG
Chipotle Mexican Grill
-$886.7K
16,614
-42%
减持
INTA
Intapp
-$812.4K
136,679
-0%
减持
BOW
Bowhead Specialty Holdings
+$789.2K
157,456
-0%
增持
HWM
Howmet Aerospace
+$676.5K
33,099
+0%
增持
COST
Costco Wholesale Corp
+$670.7K
6,241
+9%
增持
SARO
StandardAero Inc
+$606.4K
280,661
+1%
增持
APP
Applovin
+$598.2K
12,735
+49%
减持
GSHD
Goosehead Insurance
+$553.9K
52,840
-0%
增持
AVPT
Avepoint Inc
-$416.8K
666,684
+10%
减持
—
Cyberark Software
-$396.3K
20,703
-7%
增持
GS
Goldman Sachs Group Com
+$383.6K
8,593
+14%
增持
LMB
Limbach Holdings
+$360.0K
184,426
+18%
增持
ORN
Orion Group Holdings
-$328.4K
711,372
+29%
增持
V
Visa Inc
+$327.2K
9,433
+0%
增持
AXON
Axon Enterprise
+$313.0K
3,098
+40%
增持
—
Pinnacle Financial
+$306.7K
92,117
+11%
增持
ARM
Arm Holdings
-$278.7K
16,916
+0%
增持
CDNS
Cadence Design Sys Inc
-$259.8K
5,658
+0%
增持
—
SEMrush Holdings
-$254.8K
796,151
+23%
减持
SKWD
Skyward Specialy Insurance Gro
+$246.9K
111,604
-0%
增持
BA
Boeing Co
-$202.6K
32,038
+0%
增持
NFLX
Netflix.com
+$182.9K
4,373
+0%
增持
CDNA
Care Dx
+$174.2K
274,874
+25%
减持
EXLS
Exlservice Holdings Inc.
-$147.9K
388,463
-7%
增持
TYL
Tyler Technologies
+$130.8K
3,630
+6%
增持
MA
Mastercard Inc
+$110.6K
5,033
+0%
减持
BWB
Bridgewater Bancshares
+$98.6K
294,307
-0%
增持
CRWD
Crowdstrike Holdings Inc
+$61.5K
5,774
+0%
减持
RBC
RBC Bearings Inc
+$55.3K
61,148
-7%
减持
BSX
Boston Scientific Corp
-$51.7K
17,569
-14%
增持
AIP
Arteris
-$21.4K
407,721
+46%
清仓
SIBN
SI-BONE Inc
-$18.2K
0
-100%
减持
TWFG
TWFG Inc
+$208
107,736
-0%
建仓
—
M-Tron Industries - Warrants
+$0
70,606