Next Century Growth Investors LLC reported 110 positions worth $1.84B for the quarter ended Jun 30, 2026, up 36.2% on the prior quarter. It opened 17 new positions, added to 36, trimmed 57 and exited 17. Its largest holding is Xometry, Inc. at 3.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BLLN BillionToOne, Inc. | +273.9K | +302.4% | $32.86M | 2.38% |
| LGND Ligand Pharmaceuticals Inc | +102.7K | +107.1% | $32.45M | 3.42% |
| IPGP Ipg Photonics Corp | +270.8K | – | $31.76M | 1.73% |
| GH Guardant Health, Inc. | +173.7K | +644.1% | $26.06M | 1.64% |
| AGYS Agilysys Inc | +205.6K | +128.1% | $21.48M | 2.08% |
| VCEL Vericel Corp | +459.8K | +301.0% | $20.46M | 1.48% |
| DPC DPC Holdings PLC | +347.0K | – | $17.02M | 0.927% |
| KNX Knight-Swift Transportation Holdings Inc. | +213.3K | +135.4% | $16.61M | 1.57% |
| BRZE Braze, Inc. | +747.3K | – | $16.21M | 0.882% |
| OUST Ouster, Inc. | +252.2K | – | $15.77M | 0.858% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | -270.7K | -84.4% | $40.11M | 0.403% |
| COHR Coherent Corp. | -101.6K | -92.3% | $40.07M | 0.181% |
| AORT Artivion, Inc. | -1.02M | -100.0% | $37.49M | Exited |
| STRL Sterling Infrastructure, Inc. | -41.2K | -61.1% | $34.58M | 1.2% |
| AEHR Aehr Test Systems | -344.0K | -45.6% | $33.05M | 2.15% |
| MYRG Myr Group Inc. | -56.0K | -43.2% | $28.04M | 2% |
| ATEC Alphatec Holdings, Inc. | -2.37M | -100.0% | $25.79M | Exited |
| MTSI MACOM Technology Solutions Holdings, Inc. | -66.5K | -51.0% | $25.29M | 1.32% |
| LSCC Lattice Semiconductor Corp | -139.7K | -50.0% | $21.37M | 1.16% |
| SITM SITIME Corp | -26.2K | -52.3% | $19.50M | 0.967% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| IPGP Ipg Photonics Corp | +270.8K | $31.76M | 1.73% |
| DPC DPC Holdings PLC | +347.0K | $17.02M | 0.927% |
| BRZE Braze, Inc. | +747.3K | $16.21M | 0.882% |
| OUST Ouster, Inc. | +252.2K | $15.77M | 0.858% |
| DOCN DigitalOcean Holdings, Inc. | +79.6K | $12.50M | 0.68% |
| MXL Maxlinear, Inc | +93.6K | $11.98M | 0.652% |
| ATROB Astronics Corp | +152.1K | $11.56M | 0.629% |
| BLZE Backblaze, Inc. | +687.5K | $10.90M | 0.594% |
| WLDN Willdan Group, Inc. | +126.4K | $10.00M | 0.544% |
| VELO Velo3D, Inc. | +553.4K | $9.71M | 0.529% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AORT Artivion, Inc. | -1.02M | $37.49M | 2.78% |
| ATEC Alphatec Holdings, Inc. | -2.37M | $25.79M | 1.91% |
| LGN Legence Corp. | -238.1K | $13.44M | 0.997% |
| APLD Applied Digital Corp. | -431.9K | $10.25M | 0.76% |
| WULF Terawulf Inc. | -694.5K | $10.02M | 0.743% |
| CELH Celsius Holdings, Inc. | -277.3K | $9.84M | 0.73% |
| TMDX TransMedics Group, Inc. | -96.4K | $9.59M | 0.711% |
| ADMA Adma Biologics, Inc. | -774.4K | $6.98M | 0.517% |
| WAY Waystar Holding Corp. | -216.6K | $5.22M | 0.387% |
| YSS York Space Systems Inc. | -191.8K | $4.25M | 0.315% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XMTR Xometry, Inc. | Technology | 723.4K | $69.82M | 3.8% | -64.1K | -8.1% | Reduced | 1.27% |
| 2 | LGND Ligand Pharmaceuticals Inc | Healthcare | 198.5K | $62.76M | 3.42% | +102.7K | +107.1% | Added | 0.99% |
| 3 | ALHC Alignment Healthcare, Inc. | Healthcare | 2.54M | $60.42M | 3.29% | +275.5K | +12.2% | Added | 1.22% |
| 4 | ATRO Astronics Corp | Industrials | 743.1K | $60.38M | 3.29% | -43.2K | -5.5% | Reduced | 2.08% |
| 5 | LINC Lincoln Educational Services Corp | Consumer Discretionary | 1.18M | $58.66M | 3.19% | +134.9K | +13.0% | Added | 3.71% |
| 6 | MIRM Mirum Pharmaceuticals, Inc. | Healthcare | 420.2K | $49.19M | 2.68% | +34.7K | +9.0% | Added | 0.65% |
| 7 | BLLN BillionToOne, Inc. | Healthcare | 364.5K | $43.73M | 2.38% | +273.9K | +302.4% | Added | 0.78% |
| 8 | GLBE Global-E Online Ltd. | Technology | 1.17M | $40.70M | 2.22% | +409.6K | +53.7% | Added | 0.69% |
| 9 | UTI Universal Technical Institute Inc | Consumer Discretionary | 949.4K | $40.60M | 2.21% | -5,723 | -0.6% | Reduced | 1.72% |
| 10 | AXGN Axogen, Inc. | Healthcare | 872.5K | $40.30M | 2.19% | +6,583 | +0.8% | Added | 1.63% |
| 11 | AEHR Aehr Test Systems | Technology | 410.7K | $39.45M | 2.15% | -344.0K | -45.6% | Reduced | 1.26% |
| 12 | AGYS Agilysys Inc | Technology | 366.1K | $38.25M | 2.08% | +205.6K | +128.1% | Added | 1.3% |
| 13 | MYRG Myr Group Inc. | Industrials | 73.5K | $36.80M | 2% | -56.0K | -43.2% | Reduced | 0.47% |
| 14 | PKE Park Aerospace Corp | Basic Materials | 957.6K | $36.54M | 1.99% | +285.4K | +42.5% | Added | 4.4% |
| 15 | MAMA Mama's Creations, Inc. | Consumer Staples | 1.99M | $35.53M | 1.93% | +244.4K | +14.0% | Added | 4.89% |
Tip. Select a row to see that position’s full history at Next Century Growth Investors.
As of its Q2 2026 13F filing, Next Century Growth Investors LLC’s five largest positions were Xometry, Inc. (XMTR) at 3.8%, Ligand Pharmaceuticals Inc (LGND) at 3.4%, Alignment Healthcare, Inc. (ALHC) at 3.3%, Astronics Corp (ATRO) at 3.3%, Lincoln Educational Services Corp (LINC) at 3.2% of the reported portfolio.
Next Century Growth Investors LLC reported a 13F portfolio worth $1.84B across 110 positions for Q2 2026. That is up 36.2% from the previous quarter.
Its largest purchases by value were BillionToOne, Inc. ($32.86M), Ligand Pharmaceuticals Inc ($32.45M), Ipg Photonics Corp ($31.76M). It opened 17 new positions.
Its largest sales by value were Applied Optoelectronics, Inc. ($40.11M), Coherent Corp. ($40.07M), Artivion, Inc. ($37.49M). It exited 17 positions entirely.
From the Form 13F-HR reports Next Century Growth Investors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.