NEXT CENTURY GROWTH INVESTORS LLC

CIK

1134007

Location

PLYMOUTH, MN

Portfolio Value

Mid $1,843,824,364

Diversification

Diversified

Reports for

RiverPark Advisors, LLC

Filing Date

Global Rank

#1,392 / 8,700 ▲ 458

Top Industry

Aerospace & Defense 9.4%

Period ended 2 months ago

Filed Aug 14, 2026 · 29d

26 quarters · since Mar 2020

Portfolio Concentration

111 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.9%

+0.1 pts

Top 5

17.5%

+2.3 pts

Top 10

29.2%

+2.3 pts

HHI

170

Diversified+12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	30.8%	$568,505,123	33
Technology	29.6%	$546,689,975	38
Healthcare	22.4%	$413,821,714	16
Consumer Defensive	8.1%	$148,995,193	7
Consumer Cyclical	4.1%	$74,843,926	6
Basic Materials	1.9%	$35,687,639	2
Communication Services	1.6%	$30,357,000	4
Financial Services	1.4%	$24,923,794	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KOPN	Kopin Corp	+834,345	1,071,652	$4,801,000
VCEL	Vericel Corp	+459,805	612,584	$27,253,862
SVCO	Silvaco Group, Inc.	+428,999	1,260,902	$17,387,838
GLBE	Global-E Online Ltd.	+409,627	1,171,927	$40,701,024
ORN	Orion Group Holdings Inc	+331,635	988,549	$16,627,394
PKE	Park Aerospace Corp	+285,403	957,571	$36,540,909
MRTN	Marten Transport Ltd	+280,934	699,305	$12,132,941
ALHC	Alignment Healthcare, Inc.	+275,522	2,537,598	$60,420,208
BLLN	BillionToOne, Inc.	+273,903	364,467	$43,728,750
CVLG	Covenant Logistics Group, Inc.	+257,038	551,906	$24,383,207
MAMA	Mama's Creations, Inc.	+244,409	1,990,717	$35,534,298
KNX	Knight-Swift Transportation Holdings Inc.	+213,318	370,809	$28,874,896
AGYS	Agilysys Inc	+205,562	366,052	$38,252,434
EQPT	EquipmentShare.com Inc	+202,649	429,623	$8,446,388
SIBN	SI-BONE, Inc.	+201,331	585,289	$9,551,916
BLFS	Biolife Solutions Inc	+196,889	558,829	$15,781,330
GH	Guardant Health, Inc.	+173,705	200,672	$30,106,820
FPS	Forgent Power Solutions, Inc.	+170,247	460,047	$25,698,225
LINC	Lincoln Educational Services Corp	+134,860	1,175,462	$58,655,553
ATRO	Astronics Corp	+108,819	895,136	$71,938,968
ADPT	Adaptive Biotechnologies Corp	+105,484	609,830	$0
LGND	Ligand Pharmaceuticals Inc	+102,666	198,542	$62,757,140
OFRM	Once Upon a Farm, PBC	+58,025	296,084	$6,063,800
TCMD	Tactile Systems Technology Inc	+52,048	480,207	$14,300,564
FROG	JFrog Ltd	+51,829	230,703	$20,966,288
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PAY	Paymentus Holdings, Inc.	−385,833	772,520	$18,664,083
AEHR	Aehr Test Systems	−344,006	410,731	$39,454,819
EVLV	Evolv Technologies Holdings, Inc.	−321,961	485,360	$2,815,088
AAOI	Applied Optoelectronics, Inc.	−270,742	49,989	$7,406,370
AIP	Arteris, Inc.	−152,406	437,179	$21,242,527
LSCC	Lattice Semiconductor Corp	−139,734	139,866	$21,393,903
PL	Planet Labs PBC	−129,847	151,686	$5,025,357
BROS	Dutch Bros Inc.	−129,299	203,529	$14,615,417
COHR	Coherent Corp.	−101,581	8,418	$3,320,648
ALM	Almonty Industries Inc.	−78,669	1,740,455	$28,821,934
MTSI	MACOM Technology Solutions Holdings, Inc.	−66,483	63,773	$24,257,336
XMTR	Xometry, Inc.	−64,079	723,351	$69,817,838
OLLI	Ollie's Bargain Outlet Holdings, Inc.	−63,175	69,625	$5,352,770
UCTT	Ultra Clean Holdings, Inc.	−60,428	220,115	$31,386,197
MYRG	Myr Group Inc.	−56,038	73,541	$36,799,916
ICHR	Ichor Holdings, Ltd.	−44,395	142,610	$16,012,250
STRL	Sterling Infrastructure, Inc.	−41,198	26,209	$21,998,786
CAVA	Cava Group, Inc.	−40,977	51,018	$4,003,892
BE	Bloom Energy Corp	−38,866	5,832	$1,765,346
AAPL	Apple Inc.	−26,246	51,841	$15,000,711
SITM	SITIME Corp	−26,159	23,825	$17,762,967
AMZN	Amazon Com Inc	−23,983	9,954	$2,372,436
TEX	Terex Corp	−23,969	85,033	$6,155,538
CRS	Carpenter Technology Corp	−18,690	38,489	$23,741,554
VRT	Vertiv Holdings Co	−15,780	16,501	$5,524,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
IPGP	Ipg Photonics Corp	270,752	$31,764,624
DPC	DPC Holdings PLC	347,007	$17,024,163
BRZE	Braze, Inc.	747,301	$16,208,958
OUST	Ouster, Inc.	252,227	$15,769,232
DOCN	DigitalOcean Holdings, Inc.	79,607	$12,500,687
MXL	Maxlinear, Inc	93,598	$11,983,351
BLZE	Backblaze, Inc.	687,498	$10,903,718
WLDN	Willdan Group, Inc.	126,407	$9,998,793
VELO	Velo3D, Inc.	553,356	$9,711,397
GHM	Graham Corp	60,499	$7,489,171
BRUN	Boost Run Inc.	105,506	$4,094,687
GKOS	GLAUKOS Corp	28,765	$4,020,196
UMAC	Unusual Machines, Inc.	176,254	$3,930,464
ASML	Asml Holding NV	1,349	$2,683,754
ANET	Arista Networks, Inc.	14,952	$2,540,045
MRVL	Marvell Technology, Inc.	7,539	$2,245,792
LGCY	Legacy Education Inc.	61,479	$722,993
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
AORT	Artivion, Inc.	1,023,701	$37,487,930
ATEC	Alphatec Holdings, Inc.	2,370,377	$25,789,701
FTAI	FTAI Aviation Ltd.	98,235	$24,067,575
LGN	Legence Corp.	238,114	$13,443,916
APLD	Applied Digital Corp.	431,900	$10,253,306
WULF	Terawulf Inc.	694,476	$10,021,288
CELH	Celsius Holdings, Inc.	277,288	$9,838,178
TMDX	TransMedics Group, Inc.	96,445	$9,587,597
ADMA	Adma Biologics, Inc.	774,436	$6,977,668
WAY	Waystar Holding Corp.	216,616	$5,222,611
YSS	York Space Systems Inc.	191,817	$4,252,582
ZETA	Zeta Global Holdings Corp.	264,027	$4,203,309
PEGA	Pegasystems Inc	82,077	$3,493,197
KNSL	Kinsale Capital Group, Inc.	9,606	$3,281,985
LEU	Centrus Energy Corp	14,163	$2,458,555
PLTR	Palantir Technologies Inc.	15,902	$2,326,144
WING	Wingstop Inc.	14,717	$2,280,693
CVNA	Carvana Co.	5,512	$1,732,862
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 tracked positions · $1,843,824,364 total · filing declares 113 positions · $1,885,849,822 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ATRO	Astronics Corp Industrials	Added	895,136	+108,819	$71,938,968	+37.1%	3.90%
XMTR	Xometry, Inc. Industrials	Reduced	723,351	-64,079	$69,817,838	+117.1%	3.79%
LGND	Ligand Pharmaceuticals Inc Healthcare	Added	198,542	+102,666	$62,757,140	+227.9%	3.40%
ALHC	Alignment Healthcare, Inc. Healthcare	Added	2,537,598	+275,522	$60,420,208	+51.6%	3.28%
LINC	Lincoln Educational Services Corp Consumer Defensive	Added	1,175,462	+134,860	$58,655,553	+38.6%	3.18%
MIRM	Mirum Pharmaceuticals, Inc. Healthcare	Added	420,213	+34,674	$49,194,335	+38.1%	2.67%
BLLN	BillionToOne, Inc. Healthcare	Added	364,467	+273,903	$43,728,750	+511.7%	2.37%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	1,171,927	+409,627	$40,701,024	+73.1%	2.21%
UTI	Universal Technical Institute Inc Consumer Defensive	Reduced	949,379	-5,723	$40,604,939	+17.8%	2.20%
AXGN	Axogen, Inc. Healthcare	Added	872,546	+6,583	$40,302,899	+40.5%	2.19%
AEHR	Aehr Test Systems Technology	Reduced	410,731	-344,006	$39,454,819	+41.0%	2.14%
AGYS	Agilysys Inc Technology	Added	366,052	+205,562	$38,252,434	+235.0%	2.07%
MYRG	Myr Group Inc. Industrials	Reduced	73,541	-56,038	$36,799,916	+0.6%	2.00%
PKE	Park Aerospace Corp Industrials	Added	957,571	+285,403	$36,540,909	+98.5%	1.98%
MAMA	Mama's Creations, Inc. Consumer Defensive	Added	1,990,717	+244,409	$35,534,298	+32.6%	1.93%
IPGP	Ipg Photonics Corp Technology	NEW	270,752	NEW	$31,764,624	NEW	1.72%
SAIA	Saia Inc Industrials	Added	75,418	+34,267	$31,763,044	+119.7%	1.72%
UCTT	Ultra Clean Holdings, Inc. Technology	Reduced	220,115	-60,428	$31,386,197	+79.9%	1.70%
RBC	RBC Bearings INC Industrials	Added	47,561	+8,063	$30,632,137	+42.8%	1.66%
GH	Guardant Health, Inc. Healthcare	Added	200,672	+173,705	$30,106,820	+1108.7%	1.63%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Added	370,809	+213,318	$28,874,896	+218.4%	1.57%
ALM	Almonty Industries Inc. Basic Materials	Reduced	1,740,455	-78,669	$28,821,934	+9.4%	1.56%
INOD	Innodata Inc Technology	Reduced	365,746	-2,656	$27,643,082	+94.3%	1.50%
VCEL	Vericel Corp Healthcare	Added	612,584	+459,805	$27,253,862	+454.5%	1.48%
FPS	Forgent Power Solutions, Inc. Industrials	Added	460,047	+170,247	$25,698,225	+203.0%	1.39%
CVLG	Covenant Logistics Group, Inc. Industrials	Added	551,906	+257,038	$24,383,207	+204.6%	1.32%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	Reduced	63,773	-66,483	$24,257,336	−16.1%	1.32%
CRS	Carpenter Technology Corp Industrials	Reduced	38,489	-18,690	$23,741,554	+5.3%	1.29%
NVDA	Nvidia Corp Technology	Reduced	113,187	-36	$22,647,586	+14.7%	1.23%
IRTC	iRhythm Holdings, Inc. Healthcare	Added	187,064	+17,758	$22,251,262	+11.4%	1.21%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	26,209	-41,198	$21,998,786	−19.9%	1.19%
LSCC	Lattice Semiconductor Corp Technology	Reduced	139,866	-139,734	$21,393,903	−17.5%	1.16%
GOOGL	Alphabet Inc. Communication Services	Added	59,493	+20,649	$21,261,013	+90.3%	1.15%
AIP	Arteris, Inc. Technology	Reduced	437,179	-152,406	$21,242,527	+119.2%	1.15%
FROG	JFrog Ltd Technology	Added	230,703	+51,829	$20,966,288	+149.8%	1.14%
HTFL	Heartflow, Inc. Healthcare	Added	671,404	+18,435	$19,698,993	+24.0%	1.07%
PAY	Paymentus Holdings, Inc. Technology	Reduced	772,520	-385,833	$18,664,083	−36.6%	1.01%
SITM	SITIME Corp Technology	Reduced	23,825	-26,159	$17,762,967	+2.9%	0.96%
SVCO	Silvaco Group, Inc. Technology	Added	1,260,902	+428,999	$17,387,838	+195.2%	0.94%
DPC	DPC Holdings PLC Industrials	NEW	347,007	NEW	$17,024,163	NEW	0.92%
ORN	Orion Group Holdings Inc Industrials	Added	988,549	+331,635	$16,627,394	+132.2%	0.90%
BRZE	Braze, Inc. Technology	NEW	747,301	NEW	$16,208,958	NEW	0.88%
ICHR	Ichor Holdings, Ltd. Technology	Reduced	142,610	-44,395	$16,012,250	+83.7%	0.87%
BLFS	Biolife Solutions Inc Healthcare	Added	558,829	+196,889	$15,781,330	+128.5%	0.86%
OUST	Ouster, Inc. Technology	NEW	252,227	NEW	$15,769,232	NEW	0.86%
FEIM	Frequency Electronics Inc Technology	Added	230,728	+14,354	$15,308,802	+59.9%	0.83%
AAPL	Apple Inc. Technology	Reduced	51,841	-26,246	$15,000,711	−24.3%	0.81%
BROS	Dutch Bros Inc. Consumer Cyclical	Reduced	203,529	-129,299	$14,615,417	−13.3%	0.79%
TCMD	Tactile Systems Technology Inc Healthcare	Added	480,207	+52,048	$14,300,564	+27.8%	0.78%
AAON	Aaon, Inc. Industrials	Added	110,031	+1,496	$13,958,532	+55.4%	0.76%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.