NEXT CENTURY GROWTH INVESTORS LLC

Q1 2026 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$1,379,535
Net value change ($000)
-60,405 (-4.2%)
New positions
20
Sold out positions
29
Turnover %
23.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LINC 23,223 121.5%
LGND 19,142 NEW
UCTT 17,444 NEW
AEHR 16,831 150.9%
HTFL 15,887 NEW
GLBE 12,718 117.8%
AAOI 10,911 67.3%
MOD 10,884 NEW
ALM 9,996 61.2%
KNX 9,068 NEW
Top Reduces (Value $000, Stocks/ETFs)
ATEC -25,091 -49.3%
WGS -22,554 -100.0%
CCB -20,423 -100.0%
XMTR -15,632 -32.7%
PEN -14,871 -100.0%
FROG -13,964 -62.5%
PL -13,136 -62.5%
ADMA -13,100 -65.2%
IRTC -10,687 -34.8%
AORT -10,147 -21.3%
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