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13F holdings · Q2 2026

Next Century Growth Investors

Plymouth, MN · files as Next Century Growth Investors LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1134007

Next Century Growth Investors reported 113 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XMTR (3.7%), LGND (3.3%) and ALHC (3.2%). Compared with Q1 2026, the fund opened new positions in IPGP, DPC and BRZE, added to LGND, ALHC and LINC, trimmed XMTR, ATRO and UTI and sold out of AORT, ATEC and LGN.

Reported value$1.9B+36.7% vs last quarter
Stocks held11318 new · 17 sold out
Top 5 weight16.6%spread out
Turnover53%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
XMTR
Xometry Inc
$69.8M3.7%723K−64K (−8%)7 of 8
2
LGND
Ligand Pharmaceuticals Inc
$62.8M3.3%199K+103K (+107%)2 of 8
3
ALHC
Alignment Healthcare Inc
$60.4M3.2%2.5M+276K (+12%)7 of 8
4
ATRO
Astronics Corp
$60.4M3.2%743K−43K (−5%)8 of 8
5
LINC
Lincoln Edl Svcs Corp
$58.7M3.1%1.2M+135K (+13%)8 of 8
6
MIRM
Mirum Pharmaceuticals Inc
$49.2M2.6%420K+35K (+9%)8 of 8
7
BLLN
Billiontoone Inc
$43.7M2.3%364K+274K (+302%)3 of 8
8
GLBE
Global E Online Ltd
$40.7M2.2%1.2M+410K (+54%)8 of 8
9
UTI
Universal Technical Inst Inc
$40.6M2.1%949K−5,723 (−1%)8 of 8
10
AXGN
Axogen Inc
$40.3M2.1%873K+6,583 (+1%)3 of 8
🔒 103 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
AORT
Artivion Inc
$37.5M1M
ATEC
Alphatec Hldgs Inc
$25.8M2.4M
LGN
Legence Corp
$13.4M238K
APLD
Applied Digital Corp
$10.3M432K
WULF
Terawulf Inc
$10M694K

🔒 Free account: see all 17.

Reported value

last 8 quarters
$1.2BQ3 '24
$1.3BQ4 '24
$1.1BQ1 '25
$1.3BQ2 '25
$1.4BQ3 '25
$1.4BQ4 '25
$1.4BQ1 '26
$1.9BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Next Century Growth Investors 13F FAQ

What does Next Century Growth Investors own?

Next Century Growth Investors reported 113 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XMTR (3.7%), LGND (3.3%) and ALHC (3.2%). The table above lists every position in the filing (the top 10 without an account).

What did Next Century Growth Investors buy and sell in Q2 2026?

Compared with Q1 2026: 18 new positions, 38 added to, 46 trimmed and 17 sold out. New positions include IPGP, DPC and BRZE. It sold all of AORT, ATEC and LGN.

When will Next Century Growth Investors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Next Century Growth Investors's portfolio worth?

The Q2 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.