2026 Q2 Portfolio Activity
In 2026 Q2, NEXT CENTURY GROWTH INVESTORS LLC maintained a portfolio of 130 distinct positions. The most significant new addition was IPG Photonics Corp, now representing 1.68% of the total fund value. They heavily accumulated shares in Ligand Pharmaceuticals, increasing the position by 107.1%. Conversely, NEXT CENTURY GROWTH INVESTORS LLC completely exited their position in Artivion Inc.
Position History
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Total Positions
130
Quarter
2026 Q2
Top Holding
XMTR (3.7%)
Top 10 Concentration
27.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
NEXT CENTURY GROWTH INVESTORS LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
XMTR
Xometry Inc
|
Industrials | 3.70% | 2.33% |
#1
7
Prev: #8
|
4.0 |
—
|
-64,079 | -8.1% |
P
S
|
723,351 | $69,817,838 |
$41.57
+156.1%
|
2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LGND
Ligand Pharmace...
|
Healthcare | 3.33% | 1.39% |
#2
25
Prev: #27
|
5.8 |
—
|
102,666 | 107.1% |
P
S
|
198,542 | $62,757,140 |
$37.03
+36.5%
|
2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ALHC
Alignment Healt...
|
Healthcare | 3.20% | 2.89% |
#3
Prev: #3
|
4.3 |
—
|
275,522 | 12.2% |
P
S
|
2,537,598 | $60,420,208 |
$15.73
-52.0%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ATRO
Astronics Corp
|
Industrials | 3.20% | 3.80% |
#4
3
Prev: #1
|
2.3 |
—
|
-43,231 | -5.5% |
P
S
|
743,086 | $60,383,168 | 2006 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LINC
Lincoln Educati...
|
Consumer Defensive | 3.11% | 3.07% |
#5
3
Prev: #2
|
3.7 |
—
|
134,860 | 13.0% |
P
S
|
1,175,462 | $58,655,553 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MIRM
Mirum Pharmaceu...
|
Healthcare | 2.61% | 2.58% |
#6
Prev: #6
|
3.0 |
—
|
34,674 | 9.0% |
P
S
|
420,213 | $49,194,335 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLLN
BillionToOne
|
Healthcare | 2.32% | 0.52% |
#7
56
Prev: #63
|
3.9 |
—
|
273,903 | 302.4% |
P
S
|
364,467 | $43,728,750 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
Global-E Online
|
Consumer Cyclical | 2.16% | 1.70% |
#8
13
Prev: #21
|
3.9 |
—
|
409,627 | 53.7% |
P
S
|
1,171,927 | $40,701,024 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UTI
Universal Techn...
|
Consumer Defensive | 2.15% | 2.50% |
#9
2
Prev: #7
|
1.4 |
—
|
-5,723 | -0.6% |
P
S
|
949,379 | $40,604,939 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXGN
Axogen Inc
|
Healthcare | 2.14% | 2.08% |
#10
1
Prev: #11
|
1.4 |
—
|
6,583 | 0.8% |
P
S
|
872,546 | $40,302,899 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AEHR
Aehr Test Syste...
|
Technology | 2.09% | 2.03% |
#11
1
Prev: #12
|
0.8 |
—
|
-344,006 | -45.6% |
P
S
|
410,731 | $39,454,819 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGYS
Agilysys
|
Technology | 2.03% | 0.83% |
#12
26
Prev: #38
|
3.8 |
—
|
205,562 | 128.1% |
P
S
|
366,052 | $38,252,434 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MYRG
MYR Group Inc
|
Industrials | 1.95% | 2.65% |
#13
8
Prev: #5
|
0.8 |
—
|
-56,038 | -43.2% |
P
S
|
73,541 | $36,799,916 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PKE
Park AeroSpace
|
Industrials | 1.94% | 1.33% |
#14
14
Prev: #28
|
3.3 |
—
|
285,403 | 42.5% |
P
S
|
957,571 | $36,540,909 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAMA
Mama's Creation...
|
Consumer Defensive | 1.88% | 1.94% |
#15
Prev: #15
|
2.8 |
—
|
244,409 | 14.0% |
P
S
|
1,990,717 | $35,534,298 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IPGP
IPG Photonics C...
|
Technology | 1.68% | — |
#16
Prev: #—
|
4.2 |
—
|
270,752 | — |
NEW
|
270,752 | $31,764,624 | 2010 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SAIA
Saia Inc
|
Industrials | 1.68% | 1.05% |
#17
16
Prev: #33
|
3.7 |
—
|
34,267 | 83.3% |
P
S
|
75,418 | $31,763,044 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UCTT
Ultra Clean Hol...
|
Technology | 1.66% | 1.26% |
#18
11
Prev: #29
|
0.7 |
—
|
-60,428 | -21.5% |
P
S
|
220,115 | $31,386,197 | 2004 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RBC
RBC Bearings I...
|
Industrials | 1.62% | 1.56% |
#19
4
Prev: #23
|
3.1 |
—
|
8,063 | 20.4% |
P
S
|
47,561 | $30,632,137 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GH
Guardant Health
|
Healthcare | 1.60% | 0.18% |
#20
83
Prev: #103
|
3.6 |
—
|
173,705 | 644.1% |
P
S
|
200,672 | $30,106,820 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FTAI
FTAI Aviation
|
Industrials | 1.53% | 1.74% |
#21
1
Prev: #20
|
2.6 |
—
|
8,757 | 8.9% |
P
S
|
106,992 | $28,944,545 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KNX
Knight-Swift Tr...
|
Industrials | 1.53% | 0.66% |
#22
29
Prev: #51
|
3.6 |
—
|
213,318 | 135.4% |
P
S
|
370,809 | $28,874,896 | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMTF
Almonty Industr...
|
Unknown | 1.53% | 1.91% |
#23
7
Prev: #16
|
1.1 |
—
|
-78,669 | -4.3% |
P
S
|
1,740,455 | $28,821,934 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INOD
Innodata Inc
|
Technology | 1.47% | 1.03% |
#24
10
Prev: #34
|
1.1 |
—
|
-2,656 | -0.7% |
P
S
|
365,746 | $27,643,082 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VCEL
Vericel Corp
|
Healthcare | 1.45% | 0.36% |
#25
56
Prev: #81
|
3.6 |
—
|
459,805 | 301.0% |
P
S
|
612,584 | $27,253,862 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FPS
Forgent Power S...
|
Industrials | 1.36% | 0.61% |
#26
28
Prev: #54
|
3.5 |
—
|
170,247 | 58.7% |
P
S
|
460,047 | $25,698,225 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVLG
Covenant Logist...
|
Industrials | 1.29% | 0.58% |
#27
30
Prev: #57
|
3.5 |
—
|
257,038 | 87.2% |
P
S
|
551,906 | $24,383,207 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MTSI
MACOM Technolog...
|
Technology | 1.29% | 2.10% |
#28
18
Prev: #10
|
0.5 |
—
|
-66,483 | -51.0% |
P
S
|
63,773 | $24,257,336 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRS
Carpenter Techn...
|
Industrials | 1.26% | 1.63% |
#29
7
Prev: #22
|
0.5 |
—
|
-18,690 | -32.7% |
P
S
|
38,489 | $23,741,554 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
Nvidia Corporat...
|
Technology | 1.20% | 1.43% |
#30
4
Prev: #26
|
1.0 |
—
|
-36 | -0.0% |
P
S
|
113,187 | $22,647,586 | 2001 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRTC
iRhythm Holding...
|
Healthcare | 1.18% | 1.45% |
#31
7
Prev: #24
|
2.5 |
—
|
17,758 | 10.5% |
P
S
|
187,064 | $22,251,262 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STRL
Sterling Infras...
|
Industrials | 1.17% | 1.99% |
#32
19
Prev: #13
|
0.5 |
—
|
-41,198 | -61.1% |
P
S
|
26,209 | $21,998,786 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LSCC
Lattice Semicon...
|
Technology | 1.13% | 1.88% |
#33
15
Prev: #18
|
0.5 |
—
|
-139,734 | -50.0% |
P
S
|
139,866 | $21,393,903 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
Alphabet Inc-Cl...
|
Communication Services | 1.13% | 0.81% |
#34
6
Prev: #40
|
3.5 |
—
|
20,649 | 53.2% |
P
S
|
59,493 | $21,261,013 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AIP
Arteris
|
Technology | 1.13% | 0.70% |
#35
11
Prev: #46
|
0.5 |
—
|
-152,406 | -25.8% |
P
S
|
437,179 | $21,242,527 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FROG
JFrog
|
Technology | 1.11% | 0.61% |
#36
19
Prev: #55
|
2.9 |
—
|
51,829 | 29.0% |
P
S
|
230,703 | $20,966,288 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HTFL
Heartflow
|
Healthcare | 1.04% | 1.15% |
#37
5
Prev: #32
|
0.9 |
—
|
18,435 | 2.8% |
P
S
|
671,404 | $19,698,993 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PAY
Paymentus Holdi...
|
Technology | 0.99% | 2.13% |
#38
29
Prev: #9
|
0.4 |
—
|
-385,833 | -33.3% |
P
S
|
772,520 | $18,664,083 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SITM
Sitime Corp
|
Technology | 0.94% | 1.25% |
#39
9
Prev: #30
|
0.4 |
—
|
-26,159 | -52.3% |
P
S
|
23,825 | $17,762,967 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SVCO
Silvaco Group
|
Technology | 0.92% | 0.43% |
#40
35
Prev: #75
|
3.4 |
—
|
428,999 | 51.6% |
P
S
|
1,260,902 | $17,387,838 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
DPC Holdings
|
|
Unknown | 0.90% | — |
#41
Prev: #—
|
3.9 |
—
|
347,007 | — |
NEW
|
347,007 | $17,024,163 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ORN
Orion Group Hol...
|
Industrials | 0.88% | 0.52% |
#42
19
Prev: #61
|
3.4 |
—
|
331,635 | 50.5% |
P
S
|
988,549 | $16,627,394 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRZE
Braze Inc
|
Technology | 0.86% | — |
#43
Prev: #—
|
3.8 |
—
|
747,301 | — |
NEW
|
747,301 | $16,208,958 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ICHR
Ichor Holdings
|
Technology | 0.85% | 0.63% |
#44
9
Prev: #53
|
0.3 |
—
|
-44,395 | -23.7% |
P
S
|
142,610 | $16,012,250 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLFS
Biolife Solutio...
|
Healthcare | 0.84% | 0.50% |
#45
22
Prev: #67
|
3.3 |
—
|
196,889 | 54.4% |
P
S
|
558,829 | $15,781,330 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OUST
Ouster Inc
|
Technology | 0.84% | — |
#46
Prev: #—
|
3.8 |
—
|
252,227 | — |
NEW
|
252,227 | $15,769,232 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FEIM
Frequency Elect...
|
Technology | 0.81% | 0.69% |
#47
2
Prev: #49
|
2.3 |
—
|
14,354 | 6.6% |
P
S
|
230,728 | $15,308,802 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
Apple Computer ...
|
Technology | 0.80% | 1.44% |
#48
23
Prev: #25
|
0.3 |
—
|
-26,246 | -33.6% |
P
S
|
51,841 | $15,000,711 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BROS
Dutch Bros Inc
|
Consumer Cyclical | 0.78% | 1.22% |
#49
18
Prev: #31
|
0.3 |
—
|
-129,299 | -38.8% |
P
S
|
203,529 | $14,615,417 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TCMD
Tactile Systems
|
Healthcare | 0.76% | 0.81% |
#50
11
Prev: #39
|
2.3 |
—
|
52,048 | 12.2% |
P
S
|
480,207 | $14,300,564 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 130 holdings