NEXT CENTURY GROWTH INVESTORS LLC

Q3 2026 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$1,569,947
Net value change ($000)
-315,903 (-16.8%)
New positions
25
Sold out positions
20
Turnover %
33.4%
Sector allocation + QoQ delta (equities-only)

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

Snapshot: Change Analysis

Compared to Q2 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)
WK 29,580 NEW
FTK 28,805 NEW
PLMR 24,412 NEW
WAY 15,214 NEW
ANDG 15,115 NEW
URGN 12,070 NEW
FEIM 11,073 72.3%
AMBQ 10,447 NEW
HTFL 9,691 49.2%
BAND 9,554 NEW
Top Reduces (Value $000, Stocks/ETFs)
ALHC -60,420 -100.0%
LINC -58,656 -100.0%
UTI -40,605 -100.0%
UCTT -31,386 -100.0%
MIRM -22,558 -45.9%
IPGP -16,990 -53.5%
BLLN -16,072 -36.8%
ICHR -16,012 -100.0%
AIP -15,866 -74.7%
FTAI -14,992 -51.8%
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