Next Century Growth Investors LLC holds a diversified book of 113 stocks worth $1.9B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ipg Photonics Corp and trimmed Xometry Inc-A. Their largest long position is Xometry Inc-A at 4% of the equity book. Cloning the disclosed picks since 2025 would be +18% (+23.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Next Century Growth Investors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Next Century Growth Investors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MCF Advisors LLC | 79 / 80 | $109.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | 78 / 80 | $969.6B |
| STATE STREET CORP | 78 / 80 | $749.6B |
| GEODE CAPITAL MANAGEMENT, LLC | 78 / 80 | $444.9B |
| MORGAN STANLEY | 78 / 80 | $247.7B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $143.2B |
| GOLDMAN SACHS GROUP INC | 78 / 80 | $119.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $69.0B |
Ranked by how many of Next Century Growth Investors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Xometry Inc COM | $69.8M | 723.4K | 3.7% | ▼−8.1% Reduced · −64K sh | |
| 2 | Ligand Pharmaceuticals COM | $62.8M | 198.5K | 3.3% | ▲+107% Added · +103K sh | |
| 3 | Alignment Healthcare COM | $60.4M | 2.54M | 3.2% | ▲+12% Added · +276K sh | |
| 4 | Astronics Corp COM | $60.4M | 743.1K | 3.2% | ▼−5.5% Reduced · −43K sh | |
| 5 | Lincoln Educational Services COM | $58.7M | 1.18M | 3.1% | ▲+13% Added · +135K sh | |
| 6 | Mirum Pharmaceuticals COM | $49.2M | 420.2K | 2.6% | ▲+9.0% Added · +35K sh | |
| 7 | BillionToOne COM | $43.7M | 364.5K | 2.3% | ▲+302% Added · +274K sh | |
| 8 | Global-E Online COM | $40.7M | 1.17M | 2.2% | ▲+54% Added · +410K sh | |
| 9 | Universal Technical Institute COM | $40.6M | 949.4K | 2.2% | ▼−0.6% Reduced · −6K sh | |
| 10 | Axogen Inc COM | $40.3M | 872.5K | 2.1% | ▲+0.8% Added · +7K sh | |
| 11 | Aehr Test Systems COM | $39.5M | 410.7K | 2.1% | ▼−46% Reduced · −344K sh | |
| 12 | Agilysys COM | $38.3M | 366.1K | 2.0% | ▲+128% Added · +206K sh | |
| 13 | MYR Group Inc COM | $36.8M | 73.5K | 2.0% | ▼−43% Reduced · −56K sh | |
| 14 | Park AeroSpace COM | $36.5M | 957.6K | 1.9% | ▲+42% Added · +285K sh | |
| 15 | Mama's Creations COM | $35.5M | 1.99M | 1.9% | ▲+14% Added · +244K sh | |
| 16 | IPG Photonics Corp COM | $31.8M | 270.8K | 1.7% | ▲New New position | |
| 17 | Saia Inc COM | $31.8M | 75.4K | 1.7% | ▲+83% Added · +34K sh | |
| 18 | Ultra Clean Holdings COM | $31.4M | 220.1K | 1.7% | ▼−22% Reduced · −60K sh | |
| 19 | RBC Bearings Inc COM | $30.6M | 47.6K | 1.6% | ▲+20% Added · +8K sh | |
| 20 | Guardant Health COM | $30.1M | 200.7K | 1.6% | ▲+644% Added · +174K sh | |
| 21 | FTAI Aviation COM | $28.9M | 107.0K | 1.5% | ▲+8.9% Added · +9K sh | |
| 22 | Knight-Swift Transportation Ho COM | $28.9M | 370.8K | 1.5% | ▲+135% Added · +213K sh | |
| 23 | Almonty Industries COM | $28.8M | 1.74M | 1.5% | ▼−4.3% Reduced · −79K sh | |
| 24 | Innodata Inc COM | $27.6M | 365.7K | 1.5% | ▼−0.7% Reduced · −3K sh | |
| 25 | Vericel Corp COM | $27.3M | 612.6K | 1.4% | ▲+301% Added · +460K sh | |
| 26 | Forgent Power Solutions COM | $25.7M | 460.0K | 1.4% | ▲+59% Added · +170K sh | |
| 27 | Covenant Logistics Group COM | $24.4M | 551.9K | 1.3% | ▲+87% Added · +257K sh | |
| 28 | MACOM Technology Solutions Hol COM | $24.3M | 63.8K | 1.3% | ▼−51% Reduced · −66K sh | |
| 29 | Carpenter Technology COM | $23.7M | 38.5K | 1.3% | ▼−33% Reduced · −19K sh | |
| 30 | Nvidia Corporation COM | $22.6M | 113.2K | 1.2% | ▼~0% Reduced · −36 sh | |
| 31 | iRhythm Holdings COM | $22.3M | 187.1K | 1.2% | ▲+10% Added · +18K sh | |
| 32 | Sterling Infrastruture COM | $22.0M | 26.2K | 1.2% | ▼−61% Reduced · −41K sh | |
| 33 | Lattice Semiconductor Corp COM | $21.4M | 139.9K | 1.1% | ▼−50% Reduced · −140K sh | |
| 34 | Alphabet Inc-Cl A COM | $21.3M | 59.5K | 1.1% | ▲+53% Added · +21K sh | |
| 35 | Arteris COM | $21.2M | 437.2K | 1.1% | ▼−26% Reduced · −152K sh | |
| 36 | JFrog COM | $21.0M | 230.7K | 1.1% | ▲+29% Added · +52K sh | |
| 37 | Heartflow COM | $19.7M | 671.4K | 1.0% | ▲+2.8% Added · +18K sh | |
| 38 | Paymentus Holdings COM | $18.7M | 772.5K | 1.0% | ▼−33% Reduced · −386K sh | |
| 39 | Sitime Corp COM | $17.8M | 23.8K | 0.9% | ▼−52% Reduced · −26K sh | |
| 40 | Silvaco Group COM | $17.4M | 1.26M | 0.9% | ▲+52% Added · +429K sh | |
| 41 | DPC Holdings COM | $17.0M | 347.0K | 0.9% | ▲New New position | |
| 42 | Orion Group Holdings COM | $16.6M | 988.5K | 0.9% | ▲+50% Added · +332K sh | |
| 43 | Braze Inc COM | $16.2M | 747.3K | 0.9% | ▲New New position | |
| 44 | Ichor Holdings COM | $16.0M | 142.6K | 0.8% | ▼−24% Reduced · −44K sh | |
| 45 | Biolife Solutions COM | $15.8M | 558.8K | 0.8% | ▲+54% Added · +197K sh | |
| 46 | Ouster Inc COM | $15.8M | 252.2K | 0.8% | ▲New New position | |
| 47 | Frequency Electronics COM | $15.3M | 230.7K | 0.8% | ▲+6.6% Added · +14K sh | |
| 48 | Apple Computer Inc COM | $15.0M | 51.8K | 0.8% | ▼−34% Reduced · −26K sh | |
| 49 | Dutch Bros Inc COM | $14.6M | 203.5K | 0.8% | ▼−39% Reduced · −129K sh | |
| 50 | Tactile Systems COM | $14.3M | 480.2K | 0.8% | ▲+12% Added · +52K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1134007/holdings"
Use Arkolith to show NEXT CENTURY GROWTH INVESTORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.