NEXT CENTURY GROWTH INVESTORS LLC

Q2 2026 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$1,885,850
Net value change ($000)
+506,315 (36.7%)
New positions
18
Sold out positions
17
Turnover %
17.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LGND 43,615 227.8%
XMTR 37,659 117.1%
BLLN 36,580 511.7%
IPGP 31,765 NEW
GH 27,616 1108.6%
AGYS 26,835 235.0%
VCEL 22,339 454.5%
ALHC 20,562 51.6%
KNX 19,807 218.4%
PKE 18,137 98.5%
Top Reduces (Value $000, Stocks/ETFs)
AORT -37,488 -100.0%
ATEC -25,790 -100.0%
COHR -22,882 -87.3%
AAOI -19,725 -72.7%
LGN -13,444 -100.0%
PAY -10,758 -36.6%
APLD -10,253 -100.0%
WULF -10,021 -100.0%
CELH -9,838 -100.0%
TMDX -9,588 -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