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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 134 项
建仓 12
增持 48
减持 62
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
STRL
Sterling Infrastruture
+$25.6M
150,972
+85%
减持
GDYN
Grid Dynamics Holdings Inc.
-$22.5M
488,114
-73%
增持
CDNA
Care Dx
+$17.1M
1,125,454
+309%
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
WGS
GeneDx Holding Corp
-$16.5M
221,610
-47%
建仓
TMDX
Transmedics Group Inc
+$16.0M
119,756
减持
INOD
Innodata Inc
-$13.0M
97,245
-81%
增持
IRTC
IRhythm Technologies
+$12.8M
224,863
+8%
建仓
AGYS
Agilysys
+$12.4M
107,830
减持
ATRO
Astronics Corp
+$11.3M
1,267,874
-2%
增持
MYRG
MYR Group Inc
+$11.0M
157,043
+2%
建仓
SPRY
ARS Pharmaceuticals
+$10.9M
622,823
增持
AVPT
Avepoint Inc
+$10.1M
1,019,773
+53%
清仓
—
Paycor HCM
-$9.7M
0
-100%
清仓
AAON
Aaon Inc
-$9.7M
0
-100%
增持
XMTR
Xometry Inc
+$9.6M
772,593
+16%
建仓
ELF
ELF Beauty
+$9.2M
73,732
减持
—
Global-E Online
-$9.0M
167,172
-59%
增持
—
Olo
+$8.2M
1,159,731
+227%
减持
LMB
Limbach Holdings
+$7.9M
154,287
-16%
增持
SITM
Sitime Corp
+$7.8M
50,385
+159%
增持
MSFT
Microsoft Corp.
+$7.7M
39,247
+24%
增持
MTSI
MACOM Technology Solutions Hol
+$7.6M
158,383
+5%
减持
VCYT
Veracyte Inc
-$7.6M
242,774
-49%
清仓
QNST
Quinstreet Inc
-$7.5M
0
-100%
减持
GWRE
Guidewire Software
-$7.2M
11,542
-78%
增持
AGX
Argan Inc
+$7.1M
62,491
+22%
清仓
—
Cushman and Wakefield
-$7.0M
0
-100%
减持
—
Clearwater Analytics Holdings
-$7.0M
325,680
-38%
增持
NVDA
Nvidia Corporation
+$6.9M
113,203
+11%
建仓
CELH
Celsius Holdings
+$6.3M
136,815
建仓
TTAN
ServiceTitan
+$6.3M
58,567
减持
AORT
Artivion Inc
+$6.1M
1,006,042
-2%
增持
ATEC
Alphatec Holdings Inc
+$5.9M
2,060,735
+23%
减持
UTI
Universal Technical Institute
+$5.5M
958,891
-9%
清仓
HXL
Hexcel Corp
-$5.3M
0
-100%
建仓
ASIC
Ategrity Specialty Holdings
+$5.0M
230,145
增持
HQY
HealthEquity
+$4.9M
129,465
+32%
减持
LINC
Lincoln Educational Services
+$4.9M
719,945
-3%
增持
BROS
Dutch Bros Inc
+$4.8M
238,202
+28%
建仓
SIBN
SI-BONE Inc
+$4.8M
256,345
建仓
TITN
Titan Machinery
+$4.8M
240,052
增持
ORN
Orion Group Holdings
+$4.7M
932,908
+31%
增持
ALHC
Alignment Healthcare
-$4.7M
2,171,649
+15%
减持
WAL
Western Alliance Bancorp
-$4.5M
80,125
-43%
减持
—
Credo Technology Group Holding
+$4.4M
84,785
-1%
减持
SAIA
Saia Inc
-$4.3M
53,622
-1%
清仓
RXST
RxSight Inc
-$4.1M
0
-100%
增持
BSX
Boston Scientific Corp
+$4.1M
54,495
+210%
增持
QTWO
Q2 Holdings
+$4.1M
235,404
+5%
增持
AVGO
Broadcom
+$4.0M
25,194
+44%
增持
WING
Wingstop
+$4.0M
19,326
+73%
减持
ISRG
Intuitive Surgical Inc.
-$3.7M
3,526
-69%
增持
COHR
Coherent Corp
+$3.6M
98,285
+24%
减持
CRS
Carpenter Technology
+$3.6M
61,712
-17%
减持
—
Pinnacle Financial
-$3.5M
56,436
-39%
增持
PRCT
Procept Biorobotics
+$3.5M
189,185
+49%
减持
—
Kornit Digital Ltd
-$3.4M
119,821
-60%
减持
GOOGL
Alphabet Inc-Cl A
-$3.2M
21,948
-52%
增持
VRT
Vertiv Holdings
+$3.1M
41,859
+36%
增持
—
Cyberark Software
+$3.1M
24,907
+20%
减持
ACVA
ACV Auctions
-$3.1M
962,921
-28%
增持
NFLX
Netflix.com
+$2.6M
4,997
+14%
增持
VCEL
Vericel Corp
+$2.5M
668,649
+15%
增持
SNOW
Snowflake Inc
+$2.4M
30,905
+0%
减持
WEAV
Weave Communications
-$2.4M
229,306
-41%
减持
OLLI
Ollie's Bargain Outlet
+$2.3M
160,774
-1%
减持
BLFS
Biolife Solutions
-$2.1M
228,790
-26%
减持
GLDD
Great Lakes Dredge & Doc
+$2.1M
648,290
-3%
增持
TSLA
Tesla Motors Inc
+$2.1M
12,426
+74%
清仓
ARCB
Arcbest Corporation
-$2.1M
0
-100%
减持
RBC
RBC Bearings Inc
+$2.1M
56,514
-8%
减持
META
Meta Platforms, Inc.
-$2.0M
6,063
-46%
减持
BY
Byline Bancorp
-$2.0M
247,810
-25%
建仓
CAT
Caterpillar
+$1.9M
5,005
清仓
DAVA
Endava Plc
-$1.9M
0
-100%
增持
GS
Goldman Sachs Group Com
+$1.9M
9,350
+9%
增持
HWM
Howmet Aerospace
+$1.9M
33,112
+0%
减持
EXLS
Exlservice Holdings Inc.
-$1.8M
377,818
-3%
建仓
TOST
Toast
+$1.8M
40,511
增持
AMZN
Amazon.Com
+$1.8M
51,131
+3%
减持
PAR
Par Technology
-$1.7M
417,625
-17%
增持
TWFG
TWFG Inc
+$1.7M
144,398
+34%
减持
LOAR
Loar Holdings
+$1.7M
114,481
-1%
建仓
OWLT
Owlet Inc
+$1.7M
196,817
增持
PEN
Penumbra
+$1.6M
49,742
+20%
减持
PAY
Paymentus Holdings
+$1.6M
1,129,725
-17%
增持
PWR
Quanta Services
+$1.5M
8,790
+26%
减持
—
Potbelly Corporation
+$1.5M
603,003
-3%
减持
MAMA
Mama's Creations
+$1.5M
918,394
-3%
清仓
CDNS
Cadence Design Sys Inc
-$1.4M
0
-100%
增持
AXON
Axon Enterprise
+$1.4M
3,706
+20%
减持
ALKT
Alkami Technology
+$1.4M
440,921
-3%
清仓
MRVL
Marvell Technology
-$1.4M
0
-100%
减持
SHOP
Shopify Inc
-$1.4M
27,444
-42%
减持
SARO
StandardAero Inc
+$1.3M
278,627
-1%
减持
AAPL
Apple Computer Inc
-$1.3M
61,706
-2%
增持
PCTY
Paylocity Corp
+$1.3M
49,741
+21%
增持
NOW
ServiceNow Inc
+$1.3M
4,246
+9%
增持
BA
Boeing Co
+$1.3M
32,051
+0%
减持
KRUS
Kura Sushi USA
+$1.2M
36,364
-3%
减持
WAY
Waystar Holdings
+$1.1M
353,623
-1%
减持
—
JFrog
+$1.1M
99,876
-3%
减持
INTA
Intapp
-$1.1M
133,271
-2%
减持
CRWD
Crowdstrike Holdings Inc
-$1.0M
1,941
-66%
减持
AIP
Arteris
+$967.7K
397,169
-3%
增持
ARM
Arm Holdings
+$930.8K
16,924
+0%
减持
MIRM
Mirum Pharmaceuticals
+$885.5K
190,325
-3%
减持
LSCC
Lattice Semiconductor Corp
-$870.8K
225,774
-1%
清仓
CMG
Chipotle Mexican Grill
-$834.2K
0
-100%
减持
GSHD
Goosehead Insurance
-$805.9K
51,487
-3%
增持
—
Spotify Technology
+$662.3K
3,040
+0%
减持
BOW
Bowhead Specialty Holdings
-$643.1K
153,411
-3%
清仓
TTD
The Trade Desk
-$606.5K
0
-100%
减持
BWB
Bridgewater Bancshares
+$474.1K
286,741
-3%
减持
APP
Applovin
-$461.7K
8,320
-35%
增持
TYL
Tyler Technologies
+$454.8K
4,327
+19%
减持
—
SEMrush Holdings
-$405.3K
775,997
-3%
减持
SKWD
Skyward Specialy Insurance Gro
+$382.0K
108,809
-3%
增持
PGR
Progressive Corp
-$312.5K
19,439
+0%
减持
—
FTAI Aviation
+$309.8K
96,794
-1%
减持
PAL
Proficient Auto Logistics
-$296.0K
222,465
-3%
增持
TEAM
Atlassian Corp
+$289.0K
9,097
+24%
增持
COST
Costco Wholesale Corp
+$278.6K
6,244
+0%
减持
CVLG
Covenant Logistics Group
+$258.3K
193,383
-3%
减持
MPTI
M-Tron Industries
-$256.2K
68,777
-3%
减持
KNSL
Kinsale Capital Group
-$231.2K
40,356
-1%
减持
CBLL
Ceribell
-$192.5K
199,082
-2%
减持
BLND
Blend Labs
-$157.2K
1,497,059
-2%
增持
MA
Mastercard Inc
+$70.7K
5,035
+0%
减持
KNX
Knight-Swift Transportation Ho
+$52.7K
126,617
-1%
增持
V
Visa Inc
+$44.7K
9,437
+0%
增持
CRM
Salesforce
+$25.2K
5,692
+0%
减持
VERX
Vertex Inc
+$21.5K
331,383
-1%
减持
CVNA
Carvana
-$4.4K
5,557
-38%
