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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 141 项
建仓 20
增持 30
减持 62
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
ATEC
Alphatec Holdings Inc
-$25.1M
2,370,377
-2%
增持
LINC
Lincoln Educational Services
+$23.2M
1,040,602
+32%
清仓
WGS
GeneDx Holdings
-$22.6M
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。
清仓
CCB
Coastal Financial Corp
-$20.4M
0
-100%
建仓
LGND
Ligand Pharmaceuticals
+$19.1M
95,876
建仓
UCTT
Ultra Clean Holdings
+$17.4M
280,543
增持
AEHR
Aehr Test Systems
+$16.8M
754,737
+37%
建仓
HTFL
Heartflow
+$15.9M
652,969
减持
XMTR
Xometry Inc
-$15.6M
787,430
-2%
清仓
PEN
Penumbra
-$14.9M
0
-100%
减持
—
JFrog
-$14.0M
178,874
-50%
减持
PL
Planet Labs PBC
-$13.1M
281,533
-74%
减持
ADMA
ADMA Biologics
-$13.1M
774,436
-30%
增持
—
Global-E Online
+$12.7M
762,300
+177%
减持
AAOI
Applied Optoelectronics
+$10.9M
320,731
-31%
建仓
MOD
Modine Manufacturing
+$10.9M
50,223
减持
IRTC
iRhythm Holdings
-$10.7M
169,306
-2%
减持
AORT
Artivion Inc
-$10.1M
1,023,701
-2%
清仓
NTSK
Netskope
-$10.1M
0
-100%
清仓
—
Credo Technology Group Holding
-$10.1M
0
-100%
减持
ALM
Almonty Industries
+$10.0M
1,819,124
-2%
减持
MSFT
Microsoft Corp.
-$9.8M
30,004
-31%
减持
APLD
Applied Digital Corp
-$9.3M
431,900
-46%
建仓
KNX
Knight-Swift Transportation Ho
+$9.1M
157,491
建仓
—
Ichor Holdings
+$8.7M
187,005
建仓
FPS
Forgent Power Solutions
+$8.5M
289,800
减持
ADPT
Adaptive Biotechnologies
-$8.3M
504,346
-47%
建仓
CVLG
Covenant Logistics Group
+$8.0M
294,868
减持
PAY
Paymentus Holdings
-$7.9M
1,158,353
-2%
清仓
OWLT
Owlet Inc
-$7.9M
0
-100%
增持
COHR
Coherent Corp
+$7.8M
109,999
+11%
减持
MYRG
MYR Group Inc
+$7.6M
129,579
-2%
建仓
CAVA
CAVA Group
+$7.4M
91,995
增持
MTSI
MACOM Technology Solutions Hol
+$7.4M
130,256
+4%
增持
PKE
Park AeroSpace
+$7.2M
672,168
+28%
增持
MIRM
Mirum Pharmaceuticals
+$6.5M
385,539
+5%
清仓
PHAT
Phathom Pharmaceuticals
-$6.5M
0
-100%
清仓
AVAV
Aerovironment
-$6.5M
0
-100%
建仓
TEX
Terex Corp
+$6.4M
109,002
清仓
FIGR
Figure Technology Solutions
-$6.4M
0
-100%
清仓
OPRX
Optimizerx Corp
-$6.2M
0
-100%
清仓
—
Pagaya Technologies
-$5.9M
0
-100%
清仓
—
TAT Technologies
-$5.9M
0
-100%
建仓
SVCO
Silvaco Group
+$5.9M
831,903
减持
ALHC
Alignment Healthcare
-$5.7M
2,262,076
-2%
减持
LEU
Centrus Energy Corp
-$5.7M
14,163
-58%
清仓
SNOW
Snowflake Inc
-$5.6M
0
-100%
建仓
MRTN
Marten Transport
+$5.5M
418,371
减持
ATRO
Astronics Corp
-$5.4M
786,317
-26%
减持
UTI
Universal Technical Institute
+$5.1M
955,102
-15%
清仓
PSNL
Personalis Inc
-$5.0M
0
-100%
增持
RBC
RBC Bearings Inc
+$5.0M
39,498
+7%
建仓
VCEL
Vericel Corp
+$4.9M
152,779
减持
AMZN
Amazon.Com
-$4.8M
33,937
-34%
建仓
EQPT
Equipmentshare.com
+$4.6M
226,974
建仓
AMAT
Applied Materials
+$4.6M
13,367
增持
SAIA
Saia Inc
+$4.4M
41,151
+34%
增持
INOD
Innodata Inc
-$4.4M
368,402
+1%
建仓
YSS
York Space Systems
+$4.3M
191,817
增持
BLLN
BillionToOne
+$4.1M
90,564
+147%
减持
CRS
Carpenter Technology
+$4.1M
57,179
-2%
增持
LOAR
Loar Holdings
+$4.0M
124,938
+171%
增持
MAMA
Mama's Creations
+$4.0M
1,746,308
+3%
建仓
OFRM
Once Upon A Farm
+$3.9M
238,059
减持
WING
Wingstop
-$3.8M
14,717
-43%
清仓
MDB
MongoDB
-$3.8M
0
-100%
减持
KNSL
Kinsale Capital Group
-$3.7M
9,606
-46%
清仓
BRCB
Black Rock Coffee Bar
-$3.6M
0
-100%
减持
APP
Applovin
-$3.6M
4,899
-40%
减持
WULF
Terawulf Inc
-$3.5M
694,476
-41%
减持
PEGA
Pegasystems
-$3.5M
82,077
-30%
减持
NVDA
Nvidia Corporation
-$3.4M
113,223
-9%
增持
SITM
Sitime Corp
+$3.4M
49,984
+28%
减持
ZETA
Zeta Global
-$3.4M
264,027
-29%
减持
KRMN
Karman Holdings
-$3.3M
171,203
-26%
清仓
PCOR
Procore Technologies
-$3.3M
0
-100%
减持
—
Kestra Medical Technology
-$3.2M
457,558
-2%
减持
SHOP
Shopify Inc
-$3.2M
24,454
-36%
减持
LSCC
Lattice Semiconductor Corp
+$3.1M
279,600
-10%
清仓
PI
Impinj Inc
-$3.0M
0
-100%
减持
LGN
Legence Corp
+$3.0M
238,114
-2%
清仓
ASIC
Ategrity Specialty Holdings
-$3.0M
0
-100%
增持
OLLI
Ollie's Bargain Outlet
+$2.9M
132,800
+56%
减持
VRT
Vertiv Holdings
+$2.7M
32,281
-3%
清仓
BETA
Beta Technologies
-$2.7M
0
-100%
减持
WAY
Waystar Holdings
-$2.5M
216,616
-9%
增持
AXGN
Axogen Inc
+$2.5M
865,963
+8%
清仓
UAMY
United States Antimony
-$2.4M
0
-100%
减持
TMDX
Transmedics Group Inc
-$2.4M
96,445
-2%
减持
STRL
Sterling Infrastruture
+$2.4M
67,407
-18%
清仓
BA
Boeing Co
-$2.4M
0
-100%
建仓
PLTR
Palantir Technologies
+$2.3M
15,902
减持
FEIM
Frequency Electronics
-$2.2M
216,374
-1%
清仓
ORCL
Oracle Corporation
-$2.2M
0
-100%
减持
BE
Bloom Energy Corp
+$2.1M
44,698
-2%
增持
CAT
Caterpillar
+$2.1M
6,994
+39%
增持
BROS
Dutch Bros Inc
-$2.1M
332,828
+8%
增持
SIBN
SI-BONE Inc
+$2.0M
383,958
+170%
增持
AIP
Arteris
+$2.0M
589,585
+20%
清仓
GWRE
Guidewire Software
-$2.0M
0
-100%
清仓
NOW
ServiceNow Inc
-$2.0M
0
-100%
清仓
GSHD
Goosehead Insurance
-$1.9M
0
-100%
建仓
—
Seagate Technology Holdings
+$1.9M
4,723
减持
AAPL
Apple Computer Inc
-$1.8M
78,087
-2%
减持
HOOD
Robinhood Markets
-$1.7M
36,160
-2%
减持
AAON
Aaon Inc
-$1.6M
108,535
-22%
增持
CRWD
Crowdstrike Holdings Inc
+$1.6M
8,738
+128%
增持
AGYS
Agilysys
+$1.6M
160,490
+93%
增持
CELH
Celsius Holdings
-$1.5M
277,288
+12%
减持
MPTI
M-Tron Industries
+$1.4M
108,220
-2%
减持
AVGO
Broadcom
-$1.3M
31,267
-2%
减持
EVLV
Evolv Technologies
-$990.3K
807,321
-2%
清仓
BSX
Boston Scientific Corp
-$972.4K
0
-100%
减持
SARO
StandardAero Inc
-$930.4K
262,996
-2%
减持
GE
GE Aerospace
-$909.5K
15,827
-10%
减持
TSLA
Tesla Motors Inc
-$904.1K
10,563
-2%
减持
META
Meta Platforms, Inc.
-$894.7K
9,031
-2%
减持
—
FTAI Aviation
+$856.6K
98,235
-17%
减持
GEV
GE Vernova
+$801.6K
5,702
-11%
增持
INSM
Insmed Inc
+$745.6K
26,167
+29%
减持
CVNA
Carvana
-$632.1K
5,512
-2%
增持
GH
Guardant Health
+$603.0K
26,967
+46%
减持
PWR
Quanta Services
+$586.3K
5,293
-4%
增持
BLFS
Biolife Solutions
+$547.2K
361,940
+38%
建仓
KOPN
Kopin Corp
+$533.9K
237,307
减持
HWM
Howmet Aerospace
-$526.6K
26,291
-18%
减持
ORN
Orion Group Holdings
+$523.9K
656,914
-2%
减持
MP
MP Materials Corp
-$445.6K
128,243
-2%
增持
GOOGL
Alphabet Inc-Cl A
+$436.0K
38,844
+13%
增持
V
Visa Inc
+$435.1K
12,556
+31%
减持
MA
Mastercard Inc
-$407.1K
5,027
-2%
清仓
GLDD
Great Lakes Dredge & Doc
-$400.4K
0
-100%
减持
GS
Goldman Sachs Group Com
-$363.4K
7,627
-2%
减持
ROKU
Roku Inc
-$317.9K
20,259
-2%
减持
COST
Costco Wholesale Corp
+$262.8K
2,204
-2%
增持
AXON
Axon Enterprise
+$226.9K
9,149
+42%
减持
AMD
Advanced Micro Devices
-$185.0K
12,867
-2%
增持
TCMD
Tactile Systems
-$121.6K
428,159
+10%
减持
LMB
Limbach Holdings
-$41.0K
37,757
-2%
减持
BWB
Bridgewater Bancshares
-$39.0K
333,554
-2%
清仓
—
M-Tron Industries - Warrants
-$28.0K
0
-100%
