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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 141 项
建仓 17
增持 50
减持 54
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
AXGN
Axogen Inc
+$26.2M
799,882
清仓
AGX
Argan Inc
-$17.8M
0
-100%
增持
ATEC
Alphatec Holdings Inc
+$17.7M
2,418,298
+6%
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
ALM
Almonty Industries
+$16.3M
1,855,260
建仓
AAOI
Applied Optoelectronics
+$16.2M
465,288
减持
PI
Impinj Inc
-$15.9M
17,444
-83%
清仓
AVPT
Avepoint Inc
-$15.4M
0
-100%
增持
ADMA
ADMA Biologics
+$14.3M
1,100,773
+178%
减持
—
Pagaya Technologies
-$13.7M
283,680
-57%
减持
OLLI
Ollie's Bargain Outlet
-$12.2M
85,167
-49%
减持
LMB
Limbach Holdings
-$12.1M
38,381
-75%
增持
CCB
Coastal Financial Corp
+$12.0M
178,224
+130%
增持
MAMA
Mama's Creations
+$11.3M
1,691,395
+55%
建仓
TCMD
Tactile Systems
+$11.3M
389,980
清仓
ELF
ELF Beauty
-$10.2M
0
-100%
清仓
TOL
Toll Brothers Inc
-$10.1M
0
-100%
减持
KNSL
Kinsale Capital Group
-$9.9M
17,833
-55%
增持
—
JFrog
+$9.4M
357,976
+31%
增持
FEIM
Frequency Electronics
+$9.3M
219,463
+200%
清仓
PRCH
Porch Group
-$8.8M
0
-100%
增持
—
Kestra Medical Technology
+$8.0M
465,845
+155%
清仓
AMSC
American Superconductor
-$7.6M
0
-100%
增持
ADPT
Adaptive Biotechnologies
+$7.4M
943,597
+78%
减持
COHR
Coherent Corp
+$7.3M
99,517
-3%
增持
KRMN
Karman Holdings
+$7.1M
232,320
+69%
减持
MP
MP Materials Corp
-$7.0M
131,327
-35%
建仓
PEGA
Pegasystems
+$7.0M
116,666
增持
UTI
Universal Technical Institute
-$6.7M
1,123,067
+1%
建仓
PHAT
Phathom Pharmaceuticals
+$6.5M
393,774
清仓
QTWO
Q2 Holdings
-$6.5M
0
-100%
清仓
WAL
Western Alliance Bancorp
-$6.5M
0
-100%
清仓
BLND
Blend Labs
-$6.4M
0
-100%
建仓
FIGR
Figure Technology Solutions
+$6.4M
157,017
清仓
TTAN
ServiceTitan
-$6.2M
0
-100%
增持
BROS
Dutch Bros Inc
+$5.9M
308,910
+25%
增持
ALHC
Alignment Healthcare
+$5.9M
2,308,287
+2%
建仓
—
TAT Technologies
+$5.9M
132,154
增持
TMDX
Transmedics Group Inc
+$5.9M
98,468
+81%
增持
PKE
Park AeroSpace
+$5.7M
526,054
+93%
减持
BE
Bloom Energy Corp
-$5.6M
45,776
-60%
增持
APLD
Applied Digital Corp
+$5.6M
797,237
+31%
增持
LGN
Legence Corp
+$5.5M
242,045
+53%
清仓
KVYO
Klaviyo Inc
-$5.5M
0
-100%
减持
STRL
Sterling Infrastruture
-$5.5M
81,939
-9%
建仓
GE
GE Aerospace
+$5.4M
17,533
减持
MYRG
MYR Group Inc
-$5.4M
132,496
-20%
清仓
ALKT
Alkami Technology
-$5.4M
0
-100%
增持
INOD
Innodata Inc
+$5.0M
365,835
+107%
建仓
PSNL
Personalis Inc
+$5.0M
624,363
减持
GLDD
Great Lakes Dredge & Doc
-$5.0M
30,520
-93%
减持
SITM
Sitime Corp
-$4.8M
39,199
-37%
增持
WULF
Terawulf Inc
+$4.7M
1,180,535
+53%
减持
SAIA
Saia Inc
-$4.7M
30,739
-38%
减持
BA
Boeing Co
-$4.6M
10,834
-66%
增持
OWLT
Owlet Inc
+$4.4M
484,908
+18%
增持
—
FTAI Aviation
+$4.1M
117,912
+3%
清仓
TWFG
TWFG Inc
-$3.9M
0
-100%
减持
COST
Costco Wholesale Corp
-$3.9M
2,242
-64%
增持
LSCC
Lattice Semiconductor Corp
+$3.8M
310,945
+20%
减持
XMTR
Xometry Inc
+$3.8M
803,613
-0%
增持
—
Global-E Online
+$3.7M
274,708
+39%
清仓
KNX
Knight-Swift Transportation Ho
-$3.5M
0
-100%
增持
AAPL
Apple Computer Inc
+$3.4M
79,402
+11%
建仓
PCOR
Procore Technologies
+$3.3M
44,735
减持
AORT
Artivion Inc
+$3.2M
1,044,395
-0%
增持
NTSK
Netskope
+$3.1M
578,365
+87%
清仓
KRUS
Kura Sushi USA
-$3.1M
0
-100%
建仓
BLLN
BillionToOne
+$3.0M
36,659
增持
AEHR
Aehr Test Systems
+$2.8M
552,506
+100%
建仓
AMD
Advanced Micro Devices
+$2.8M
13,086
减持
—
Credo Technology Group Holding
-$2.8M
70,232
-21%
减持
GSHD
Goosehead Insurance
-$2.7M
26,050
-58%
减持
WAY
Waystar Holdings
-$2.7M
237,035
-14%
减持
RBC
RBC Bearings Inc
-$2.7M
36,764
-25%
减持
WGS
GeneDx Holdings
-$2.7M
173,411
-26%
建仓
BETA
Beta Technologies
+$2.7M
94,526
减持
AIP
Arteris
+$2.6M
493,367
-0%
减持
CRS
Carpenter Technology
+$2.6M
58,555
-9%
增持
MIRM
Mirum Pharmaceuticals
+$2.6M
368,035
+2%
减持
ATRO
Astronics Corp
+$2.5M
1,067,612
-12%
增持
SIBN
SI-BONE Inc
+$2.5M
141,998
+508%
清仓
INTA
Intapp
-$2.4M
0
-100%
建仓
UAMY
United States Antimony
+$2.4M
480,430
清仓
AMPX
Amprius Technologies
-$2.4M
0
-100%
建仓
ROKU
Roku Inc
+$2.2M
20,599
清仓
—
Spotify Technology
-$2.1M
0
-100%
减持
PL
Planet Labs PBC
-$2.1M
1,065,166
-40%
减持
META
Meta Platforms, Inc.
-$2.0M
9,183
-16%
清仓
NFLX
Netflix.com
-$2.0M
0
-100%
建仓
GH
Guardant Health
+$1.9M
18,484
增持
OPRX
Optimizerx Corp
+$1.9M
505,407
+140%
减持
IRTC
iRhythm Holdings
-$1.9M
172,838
-9%
增持
HOOD
Robinhood Markets
+$1.7M
36,767
+117%
减持
PEN
Penumbra
+$1.7M
47,830
-8%
增持
PAY
Paymentus Holdings
+$1.6M
1,181,624
+1%
增持
GEV
GE Vernova
+$1.6M
6,389
+53%
减持
MSFT
Microsoft Corp.
-$1.5M
43,212
-0%
减持
ASIC
Ategrity Specialty Holdings
-$1.5M
143,657
-37%
增持
LEU
Centrus Energy Corp
+$1.5M
33,462
+56%
增持
AVAV
Aerovironment
-$1.4M
26,691
+7%
减持
PWR
Quanta Services
-$1.3M
5,496
-38%
增持
CELH
Celsius Holdings
-$1.3M
247,930
+12%
增持
LINC
Lincoln Educational Services
+$1.3M
791,271
+4%
增持
INSM
Insmed Inc
+$1.3M
20,301
+28%
减持
GOOGL
Alphabet Inc-Cl A
+$1.2M
34,294
-13%
减持
AGYS
Agilysys
+$1.1M
82,990
-0%
增持
EVLV
Evolv Technologies
+$1.1M
820,478
+29%
减持
ORN
Orion Group Holdings
+$1.1M
667,654
-0%
增持
SARO
StandardAero Inc
+$1.0M
269,301
+10%
增持
WING
Wingstop
+$1.0M
25,642
+27%
增持
MPTI
M-Tron Industries
+$1.0M
109,884
+26%
增持
NOW
ServiceNow Inc
-$992.7K
12,870
+300%
减持
ORCL
Oracle Corporation
-$987.6K
11,385
-0%
增持
AXON
Axon Enterprise
+$984.7K
6,442
+73%
减持
MDB
MongoDB
+$980.0K
8,974
-0%
清仓
PGR
Progressive Corp
-$976.4K
0
-100%
减持
BSX
Boston Scientific Corp
-$906.4K
10,198
-47%
减持
MTSI
MACOM Technology Solutions Hol
+$897.6K
125,466
-24%
增持
CRWD
Crowdstrike Holdings Inc
+$837.7K
3,828
+96%
减持
TSLA
Tesla Motors Inc
-$726.3K
10,742
-14%
减持
NVDA
Nvidia Corporation
-$676.8K
124,203
-3%
减持
GWRE
Guidewire Software
-$668.0K
9,943
-14%
减持
GS
Goldman Sachs Group Com
+$633.7K
7,754
-0%
增持
AMZN
Amazon.Com
+$581.5K
51,436
+0%
减持
LOAR
Loar Holdings
-$566.9K
46,036
-0%
减持
AVGO
Broadcom
+$494.6K
31,792
-0%
减持
CAT
Caterpillar
+$478.2K
5,026
-0%
减持
SHOP
Shopify Inc
+$457.8K
38,036
-0%
减持
APP
Applovin
-$385.7K
8,190
-0%
减持
BLFS
Biolife Solutions
-$376.1K
262,971
-0%
增持
VRT
Vertiv Holdings
+$371.1K
33,111
+0%
增持
AAON
Aaon Inc
-$326.4K
139,381
+19%
减持
HWM
Howmet Aerospace
+$269.4K
32,122
-0%
增持
CVNA
Carvana
+$255.9K
5,604
+0%
减持
SNOW
Snowflake Inc
-$166.7K
25,469
-0%
增持
BRCB
Black Rock Coffee Bar
-$152.2K
161,601
+3%
减持
ZETA
Zeta Global
+$149.7K
372,581
-0%
增持
V
Visa Inc
+$116.7K
9,580
+1%
减持
—
M-Tron Industries - Warrants
-$95.1K
27,967
-60%
减持
BWB
Bridgewater Bancshares
-$47.2K
339,012
-0%
增持
MA
Mastercard Inc
+$35.6K
5,113
+1%
