NEXT CENTURY GROWTH INVESTORS LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NEXT CENTURY GROWTH INVESTORS LLC opened 17 positions, added to 38, reduced 57, sold out of 17 and left 0 unchanged. The largest increase in value was LGND (+$43,615,497); the largest decrease was AORT (-$37,487,930).
- XMTR: Country of operation United States; Class COM; Shares 2026-03-31 787,430; Shares 2026-06-30 723,351.
- COHR: Country of operation United States; Class COM; Shares 2026-03-31 109,999; Shares 2026-06-30 8,418.
- AAOI: Country of operation United States; Class COM; Shares 2026-03-31 320,731; Shares 2026-06-30 49,989.
- UCTT: Country of operation United States; Class COM; Shares 2026-03-31 280,543; Shares 2026-06-30 220,115.
Two Form 13F-HR filings compared (SEC CIK 1134007): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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XMTR
Xometry Inc | United States | COM | 787,430 | 723,351 | -64,079 | $32,158,641 | $69,817,838 | +$37,659,197 |
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COHR
Coherent Corp | United States | COM | 109,999 | 8,418 | -101,581 | $26,202,861 | $3,320,648 | -$22,882,213 |
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AAOI
Applied Optoelectronics | United States | COM | 320,731 | 49,989 | -270,742 | $27,130,635 | $7,406,370 | -$19,724,265 |
|---|
UCTT
Ultra Clean Holdings | United States | COM | 280,543 | 220,115 | -60,428 | $17,444,163 | $31,386,197 | +$13,942,034 |
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INOD
Innodata Inc | United States | COM | 368,402 | 365,746 | -2,656 | $14,227,685 | $27,643,082 | +$13,415,397 |
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AIP
Arteris | United States | COM | 589,585 | 437,179 | -152,406 | $9,692,777 | $21,242,527 | +$11,549,750 |
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AEHR
Aehr Test Systems | United States | COM | 754,737 | 410,731 | -344,006 | $27,985,647 | $39,454,819 | +$11,469,172 |
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PAY
Paymentus Holdings | United States | COM | 1,158,353 | 772,520 | -385,833 | $29,422,166 | $18,664,083 | -$10,758,083 |
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ATRO
Astronics Corp | United States | COM | 786,317 | 743,086 | -43,231 | $52,470,933 | $60,383,168 | +$7,912,235 |
|---|
ICHR
Ichor Holdings | United States | COM | 187,005 | 142,610 | -44,395 | $8,716,303 | $16,012,250 | +$7,295,947 |
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OLLI
Ollie's Bargain Outlet | United States | COM | 132,800 | 69,625 | -63,175 | $12,222,912 | $5,352,770 | -$6,870,142 |
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UTI
Universal Technical Institute | United States | COM | 955,102 | 949,379 | -5,723 | $34,479,182 | $40,604,939 | +$6,125,757 |
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KRMN
Karman Holdings | United States | COM | 171,203 | 162,015 | -9,188 | $13,704,800 | $8,087,788 | -$5,617,012 |
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STRL
Sterling Infrastruture | United States | COM | 67,407 | 26,209 | -41,198 | $27,452,848 | $21,998,786 | -$5,454,062 |
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AAPL
Apple Computer Inc | United States | COM | 78,087 | 51,841 | -26,246 | $19,817,699 | $15,000,711 | -$4,816,988 |
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AMZN
Amazon.Com | United States | COM | 33,937 | 9,954 | -23,983 | $7,068,058 | $2,372,436 | -$4,695,622 |
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MTSI
MACOM Technology Solutions Hol | United States | COM | 130,256 | 63,773 | -66,483 | $28,925,949 | $24,257,336 | -$4,668,613 |
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LSCC
Lattice Semiconductor Corp | United States | COM | 279,600 | 139,866 | -139,734 | $25,935,696 | $21,393,903 | -$4,541,793 |
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BE
Bloom Energy Corp | United States | COM | 44,698 | 5,832 | -38,866 | $6,056,132 | $1,765,346 | -$4,290,786 |
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CAVA
CAVA Group | United States | COM | 91,995 | 51,018 | -40,977 | $7,442,395 | $4,003,892 | -$3,438,503 |
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AMD
Advanced Micro Devices | United States | COM | 12,867 | 10,218 | -2,649 | $2,617,533 | $5,935,738 | +$3,318,205 |
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AMAT
Applied Materials | United States | COM | 13,367 | 10,860 | -2,507 | $4,568,706 | $7,851,780 | +$3,283,074 |
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CRWD
Crowdstrike Holdings Inc | United States | COM | 8,738 | 8,735 | -3 | $3,411,402 | $6,666,027 | +$3,254,625 |
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MSFT
Microsoft Corp. | United States | COM | 30,004 | 21,862 | -8,142 | $11,106,580 | $8,154,963 | -$2,951,617 |
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NVDA
Nvidia Corporation | United States | COM | 113,223 | 113,187 | -36 | $19,746,091 | $22,647,586 | +$2,901,495 |
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PL
Planet Labs PBC | United States | COM | 281,533 | 151,686 | -129,847 | $7,868,847 | $5,025,357 | -$2,843,490 |
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VRT
Vertiv Holdings | United States | COM | 32,281 | 16,501 | -15,780 | $8,088,972 | $5,524,864 | -$2,564,108 |
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ALM
Almonty Industries | | COM | 1,819,124 | 1,740,455 | -78,669 | $26,340,915 | $28,821,934 | +$2,481,019 |
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LOAR
Loar Holdings | United States | COM | 124,938 | 116,817 | -8,121 | $7,157,698 | $9,416,618 | +$2,258,920 |
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BROS
Dutch Bros Inc | United States | COM | 332,828 | 203,529 | -129,299 | $16,861,066 | $14,615,417 | -$2,245,649 |
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EVLV
Evolv Technologies | United States | COM | 807,321 | 485,360 | -321,961 | $4,884,292 | $2,815,088 | -$2,069,204 |
|---|
TSLA
Tesla Motors Inc | United States | COM | 10,563 | 5,436 | -5,127 | $3,926,795 | $2,286,381 | -$1,640,414 |
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AVGO
Broadcom | United States | COM | 31,267 | 29,740 | -1,527 | $9,677,449 | $11,234,285 | +$1,556,836 |
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INSM
Insmed Inc | United States | COM | 26,167 | 26,159 | -8 | $4,278,827 | $2,789,072 | -$1,489,755 |
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GS
Goldman Sachs Group Com | United States | COM | 7,627 | 7,625 | -2 | $6,452,365 | $7,711,696 | +$1,259,331 |
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CRS
Carpenter Technology | United States | COM | 57,179 | 38,489 | -18,690 | $22,537,102 | $23,741,554 | +$1,204,452 |
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GEV
GE Vernova | United States | COM | 5,702 | 3,276 | -2,426 | $4,977,275 | $3,848,841 | -$1,128,434 |
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HOOD
Robinhood Markets | United States | COM | 36,160 | 36,151 | -9 | $2,505,888 | $3,625,222 | +$1,119,334 |
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AXON
Axon Enterprise | United States | COM | 9,149 | 5,053 | -4,096 | $3,885,488 | $2,832,762 | -$1,052,726 |
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HWM
Howmet Aerospace | United States | COM | 26,291 | 26,283 | -8 | $6,059,023 | $7,066,447 | +$1,007,424 |
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STX
Seagate Technology Holdings | | COM | 4,723 | 2,880 | -1,843 | $1,850,282 | $2,779,200 | +$928,918 |
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PWR
Quanta Services | United States | COM | 5,293 | 5,291 | -2 | $2,905,962 | $3,809,731 | +$903,769 |
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ROKU
Roku Inc | United States | COM | 20,259 | 20,254 | -5 | $1,916,906 | $2,797,887 | +$880,981 |
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META
Meta Platforms, Inc. | United States | COM | 9,031 | 7,653 | -1,378 | $5,166,906 | $4,310,858 | -$856,048 |
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BWB
Bridgewater Bancshares | United States | COM | 333,554 | 318,380 | -15,174 | $5,903,905 | $6,698,715 | +$794,810 |
|---|
SARO
StandardAero Inc | United States | COM | 262,996 | 251,383 | -11,613 | $6,793,186 | $7,518,865 | +$725,679 |
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MP
MP Materials Corp | United States | COM | 128,243 | 122,580 | -5,663 | $6,189,007 | $6,865,705 | +$676,698 |
|---|
V
Visa Inc | United States | COM | 12,556 | 12,553 | -3 | $3,794,925 | $4,306,808 | +$511,883 |
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SITM
Sitime Corp | United States | COM | 49,984 | 23,825 | -26,159 | $17,261,974 | $17,762,967 | +$500,993 |
|---|
CAT
Caterpillar | United States | COM | 6,994 | 4,932 | -2,062 | $4,954,969 | $5,252,086 | +$297,117 |
|---|
TEX
Terex Corp | United States | COM | 109,002 | 85,033 | -23,969 | $6,442,018 | $6,155,538 | -$286,480 |
|---|
MYRG
MYR Group Inc | United States | COM | 129,579 | 73,541 | -56,038 | $36,582,743 | $36,799,916 | +$217,173 |
|---|
LMB
Limbach Holdings | United States | COM | 37,757 | 36,002 | -1,755 | $2,946,933 | $2,772,154 | -$174,779 |
|---|
COST
Costco Wholesale Corp | United States | COM | 2,204 | 2,203 | -1 | $2,196,131 | $2,060,840 | -$135,291 |
|---|
MA
Mastercard Inc | United States | COM | 5,027 | 5,026 | -1 | $2,511,790 | $2,581,353 | +$69,563 |
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APP
Applovin | United States | COM | 4,899 | 3,857 | -1,042 | $1,949,802 | $1,987,242 | +$37,440 |
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MOD
Modine Manufacturing | United States | COM | 50,223 | 40,689 | -9,534 | $10,883,826 | $10,864,776 | -$19,050 |
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