NEXT CENTURY GROWTH INVESTORS LLC

Q3 2025 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
124
Total value ($000)
$1,371,805
Net value change ($000)
+77,538 (6.0%)
New positions
34
Sold out positions
33
Turnover %
39.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PL 23,072 NEW
PGY 19,613 NEW
PI 18,914 NEW
XMTR 17,880 68.5%
MIRM 16,774 173.2%
APLD 13,998 NEW
MP 13,621 NEW
AORT 13,105 41.9%
ATRO 12,936 30.5%
AAON 10,954 NEW
Top Reduces (Value $000, Stocks/ETFs)
PAR -28,971 -100.0%
VCEL -28,451 -100.0%
CDNA -21,991 -100.0%
EXLS -16,545 -100.0%
ACVA -15,619 -100.0%
QTWO -15,556 -70.6%
HQY -13,563 -100.0%
VERX -11,709 -100.0%
PRCT -10,897 -100.0%
SPRY -10,868 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type