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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 34
增持 54
减持 29
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
PAR
Par Technology
-$29.0M
0
-100%
清仓
VCEL
Vericel Corp
-$28.5M
0
-100%
建仓
PL
Planet Labs PBC
+$23.1M
1,777,531
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。
清仓
CDNA
Care Dx
-$22.0M
0
-100%
建仓
—
Pagaya Technologies
+$19.6M
660,608
建仓
PI
Impinj Inc
+$18.9M
104,641
增持
XMTR
Xometry Inc
+$17.9M
807,524
+5%
增持
MIRM
Mirum Pharmaceuticals
+$16.8M
360,934
+90%
清仓
EXLS
Exlservice Holdings Inc.
-$16.5M
0
-100%
清仓
ACVA
ACV Auctions
-$15.6M
0
-100%
减持
QTWO
Q2 Holdings
-$15.6M
89,446
-62%
建仓
APLD
Applied Digital Corp
+$14.0M
610,193
建仓
MP
MP Materials Corp
+$13.6M
203,093
清仓
HQY
HealthEquity
-$13.6M
0
-100%
增持
AORT
Artivion Inc
+$13.1M
1,048,486
+4%
减持
ATRO
Astronics Corp
+$12.9M
1,214,287
-4%
清仓
VERX
Vertex Inc
-$11.7M
0
-100%
建仓
AAON
Aaon Inc
+$11.0M
117,233
清仓
PRCT
Procept Biorobotics
-$10.9M
0
-100%
清仓
SPRY
ARS Pharmaceuticals
-$10.9M
0
-100%
清仓
—
Olo
-$10.3M
0
-100%
增持
ATEC
Alphatec Holdings Inc
+$10.3M
2,279,383
+11%
清仓
—
Cyberark Software
-$10.1M
0
-100%
建仓
TOL
Toll Brothers Inc
+$10.1M
72,900
减持
TMDX
Transmedics Group Inc
-$10.0M
54,350
-55%
建仓
KRMN
Karman Holdings
+$9.9M
137,135
建仓
BE
Bloom Energy Corp
+$9.6M
113,542
增持
ALHC
Alignment Healthcare
+$9.3M
2,272,745
+5%
清仓
PCTY
Paylocity Corp
-$9.0M
0
-100%
建仓
WULF
Terawulf Inc
+$8.8M
772,158
建仓
PRCH
Porch Group
+$8.8M
521,909
增持
INOD
Innodata Inc
+$8.6M
176,347
+81%
增持
—
JFrog
+$8.6M
273,939
+174%
建仓
CCB
Coastal Financial Corp
+$8.4M
77,493
建仓
AEHR
Aehr Test Systems
+$8.3M
276,346
增持
LSCC
Lattice Semiconductor Corp
+$8.0M
260,056
+15%
建仓
ADPT
Adeptive BioTechnologies
+$7.9M
531,317
增持
—
FTAI Aviation
+$7.9M
114,316
+18%
减持
ALKT
Alkami Technology
-$7.9M
215,490
-51%
增持
SITM
Sitime Corp
+$7.9M
61,795
+23%
建仓
AVAV
Aerovironment
+$7.8M
24,840
建仓
AMSC
American Superconductor
+$7.6M
128,220
建仓
ZETA
Zeta Global
+$7.4M
374,047
清仓
—
Potbelly Corporation
-$7.4M
0
-100%
清仓
—
Clearwater Analytics Holdings
-$7.1M
0
-100%
建仓
NTSK
Netskope
+$7.0M
309,082
清仓
—
SEMrush Holdings
-$7.0M
0
-100%
建仓
LEU
Centrus Energy Corp
+$6.6M
21,425
清仓
BY
Byline Bancorp
-$6.6M
0
-100%
清仓
VCYT
Veracyte Inc
-$6.6M
0
-100%
增持
LMB
Limbach Holdings
-$6.5M
155,401
+1%
增持
CELH
Celsius Holdings
+$6.3M
220,604
+61%
清仓
SKWD
Skyward Specialy Insurance Gro
-$6.3M
0
-100%
清仓
—
Pinnacle Financial
-$6.2M
0
-100%
减持
LOAR
Loar Holdings
-$6.2M
46,217
-60%
增持
NVDA
Nvidia Corporation
+$6.0M
127,777
+13%
增持
MYRG
MYR Group Inc
+$5.8M
165,017
+5%
建仓
ADMA
ADMA Biologics
+$5.8M
395,556
清仓
BOW
Bowhead Specialty Holdings
-$5.8M
0
-100%
增持
GOOGL
Alphabet Inc-Cl A
+$5.7M
39,210
+79%
清仓
GDYN
Grid Dynamics Holdings Inc.
-$5.6M
0
-100%
增持
AAPL
Apple Computer Inc
+$5.6M
71,578
+16%
建仓
PKE
Park AeroSpace
+$5.5M
272,546
建仓
KVYO
Klaviyo Inc
+$5.5M
199,397
增持
—
Credo Technology Group Holding
+$5.0M
88,569
+4%
建仓
LGN
Legence Corp
+$4.9M
158,049
建仓
EVLV
Evolv Technologies
+$4.8M
637,772
增持
WGS
GeneDx Holding Corp
+$4.8M
234,109
+6%
清仓
TITN
Titan Machinery
-$4.8M
0
-100%
减持
NFLX
Netflix.com
-$4.7M
1,631
-67%
清仓
CVLG
Covenant Logistics Group
-$4.7M
0
-100%
减持
SIBN
SI-BONE Inc
-$4.5M
23,341
-91%
减持
INTA
Intapp
-$4.4M
59,757
-55%
建仓
—
Kestra Medical Technology
+$4.3M
183,013
建仓
OPRX
Optimizerx Corp
+$4.3M
210,719
增持
AVPT
Avepoint Inc
-$4.3M
1,028,663
+1%
减持
STRL
Sterling Infrastruture
-$4.2M
90,065
-40%
减持
PGR
Progressive Corp
-$4.2M
3,954
-80%
增持
AGX
Argan Inc
+$4.0M
65,964
+6%
减持
BSX
Boston Scientific Corp
-$4.0M
19,244
-65%
减持
WAY
Waystar Holdings
-$4.0M
276,819
-22%
增持
MAMA
Mama's Creations
+$3.9M
1,094,707
+19%
建仓
BRCB
Black Rock Coffee Bar
+$3.7M
157,077
清仓
CBLL
Ceribell
-$3.7M
0
-100%
减持
AGYS
Agilysys
-$3.6M
83,321
-23%
增持
AVGO
Broadcom
+$3.6M
31,853
+26%
增持
UTI
Universal Technical Institute
+$3.6M
1,107,809
+16%
增持
META
Meta Platforms, Inc.
+$3.5M
10,927
+80%
增持
BROS
Dutch Bros Inc
-$3.3M
247,771
+4%
建仓
ORCL
Oracle Corporation
+$3.2M
11,402
减持
APP
Applovin
+$3.0M
8,217
-1%
增持
MSFT
Microsoft Corp.
+$2.9M
43,285
+10%
减持
ORN
Orion Group Holdings
-$2.9M
670,416
-28%
建仓
MDB
MongoDB
+$2.8M
8,977
清仓
ARM
Arm Holdings
-$2.7M
0
-100%
减持
KNSL
Kinsale Capital Group
-$2.6M
39,774
-1%
减持
RBC
RBC Bearings Inc
-$2.6M
49,104
-13%
建仓
GEV
GE Vernova
+$2.6M
4,187
清仓
TYL
Tyler Technologies
-$2.6M
0
-100%
减持
GLDD
Great Lakes Dredge & Doc
-$2.5M
446,821
-31%
增持
SHOP
Shopify Inc
+$2.5M
38,119
+39%
建仓
FEIM
Frequency Electronics
+$2.5M
73,066
建仓
HOOD
Robinhood Markets
+$2.4M
16,956
建仓
AMPX
Amprius Technologies
+$2.4M
228,628
清仓
—
Kornit Digital Ltd
-$2.4M
0
-100%
增持
COHR
Coherent Corp
+$2.3M
102,674
+4%
建仓
INSM
Insmed Inc
+$2.3M
15,849
减持
SARO
StandardAero Inc
-$2.1M
244,591
-12%
增持
MTSI
MACOM Technology Solutions Hol
-$2.1M
165,413
+4%
减持
IRTC
IRhythm Technologies
-$2.1M
189,082
-16%
减持
KNX
Knight-Swift Transportation Ho
-$2.1M
89,330
-29%
增持
MPTI
M-Tron Industries
+$1.9M
87,050
+27%
清仓
ISRG
Intuitive Surgical Inc.
-$1.9M
0
-100%
清仓
WEAV
Weave Communications
-$1.9M
0
-100%
清仓
TEAM
Atlassian Corp
-$1.8M
0
-100%
增持
OWLT
Owlet Inc
+$1.8M
409,500
+108%
增持
BLFS
Biolife Solutions
+$1.8M
264,005
+15%
清仓
TOST
Toast
-$1.8M
0
-100%
清仓
PAL
Proficient Auto Logistics
-$1.6M
0
-100%
增持
TSLA
Tesla Motors Inc
+$1.6M
12,496
+1%
清仓
CRM
Salesforce
-$1.6M
0
-100%
增持
BLND
Blend Labs
+$1.5M
1,765,108
+18%
增持
—
Global-E Online
+$1.5M
198,256
+19%
增持
BWB
Bridgewater Bancshares
+$1.4M
340,347
+19%
增持
WING
Wingstop
-$1.4M
20,204
+5%
减持
NOW
ServiceNow Inc
-$1.4M
3,221
-24%
增持
PAY
Paymentus Holdings
-$1.3M
1,166,838
+3%
增持
LINC
Lincoln Educational Services
+$1.3M
759,901
+6%
增持
CRS
Carpenter Technology
-$1.2M
64,447
+4%
增持
AIP
Arteris
+$1.2M
495,308
+25%
减持
SNOW
Snowflake Inc
-$1.2M
25,509
-17%
减持
TWFG
TWFG Inc
-$1.1M
143,340
-1%
增持
ELF
ELF Beauty
+$1.0M
77,004
+4%
增持
GSHD
Goosehead Insurance
-$776.8K
62,559
+22%
增持
CAT
Caterpillar
+$458.0K
5,032
+1%
减持
ASIC
Ategrity Specialty Holdings
-$435.8K
228,476
-1%
减持
GS
Goldman Sachs Group Com
-$435.4K
7,763
-17%
增持
AXON
Axon Enterprise
-$394.4K
3,726
+1%
增持
PEN
Penumbra
+$389.1K
51,928
+4%
减持
VRT
Vertiv Holdings
-$381.9K
33,098
-21%
增持
OLLI
Ollie's Bargain Outlet
+$378.4K
167,953
+4%
增持
COST
Costco Wholesale Corp
-$366.4K
6,282
+1%
增持
PWR
Quanta Services
+$339.3K
8,838
+1%
增持
BA
Boeing Co
+$245.1K
32,251
+1%
增持
CVNA
Carvana
+$236.7K
5,591
+1%
减持
WAL
Western Alliance Bancorp
+$213.3K
74,509
-7%
增持
—
Spotify Technology
-$198.2K
3,058
+1%
减持
HWM
Howmet Aerospace
+$153.1K
32,188
-3%
增持
TTAN
ServiceTitan
-$109.8K
61,166
+4%
增持
V
Visa Inc
-$107.5K
9,500
+1%
