1y return+47.9%S&P 500 +20.9%
3y return+70.6%S&P 500 +68.5%
5y return+52.9%S&P 500 +74.5%
10y return+501.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $602 against $357 in the S&P 500.2
Next Century Growth Investors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XMTRXometry Inc | $69.8M | 3.7% | −8.1% |
| LGNDLigand Pharmaceuticals | $62.8M | 3.3% | +107.1% |
| ALHCAlignment Healthcare | $60.4M | 3.2% | +12.2% |
| ATROAstronics Corp | $60.4M | 3.2% | −5.5% |
| LINCLincoln Educational Services | $58.7M | 3.1% | +13.0% |
| MIRMMirum Pharmaceuticals | $49.2M | 2.6% | +9.0% |
| BLLNBillionToOne | $43.7M | 2.3% | +302.4% |
| Global-E OnlineCUSIP M5216V106 | $40.7M | 2.2% | +53.7% |
| UTIUniversal Technical Institute | $40.6M | 2.2% | |
| AXGNAxogen Inc | $40.3M | 2.1% | |
| AEHRAehr Test Systems | $39.5M | 2.1% | −45.6% |
| AGYSAgilysys | $38.3M | 2.0% | +128.1% |
| MYRGMYR Group Inc | $36.8M | 2.0% | −43.2% |
| PKEPark AeroSpace | $36.5M | 1.9% | +42.5% |
| MAMAMama's Creations | $35.5M | 1.9% | +14.0% |
| IPGPIPG Photonics Corp | $31.8M | 1.7% | New |
| SAIASaia Inc | $31.8M | 1.7% | +83.3% |
| UCTTUltra Clean Holdings | $31.4M | 1.7% | −21.5% |
| RBCRBC Bearings Inc | $30.6M | 1.6% | +20.4% |
| GHGuardant Health | $30.1M | 1.6% | +644.1% |
| FTAI AviationCUSIP G3730V105 | $28.9M | 1.5% | +8.9% |
| KNXKnight-Swift Transportation Ho | $28.9M | 1.5% | +135.4% |
| ALMAlmonty Industries | $28.8M | 1.5% | −4.3% |
| INODInnodata Inc | $27.6M | 1.5% | |
| VCELVericel Corp | $27.3M | 1.4% | +301.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTSIMACOM Technology Solutions Hol | June 30, 2020 | +1007.3% | $24.3M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $22.6M |
| STRLSterling Infrastruture | June 30, 2024 | +609.3% | $22.0M |
| INODInnodata Inc | June 30, 2023 | +567.1% | $27.6M |
| AIPArteris | June 30, 2024 | +547.0% | $21.2M |
| LSCCLattice Semiconductor Corp | June 30, 2020 | +438.8% | $21.4M |
| GOOGLAlphabet Inc-Cl A | June 30, 2020 | +404.0% | $21.3M |
| SITMSitime Corp | March 31, 2025 | +387.7% | $17.8M |
| RBCRBC Bearings Inc | June 30, 2020 | +380.5% | $30.6M |
| ATROAstronics Corp | March 31, 2021 | +350.5% | $60.4M |
Sold off last quarter
- AORTArtivion Inc was $37.5M
- ATECAlphatec Holdings Inc was $25.8M
- LGNLegence Corp was $13.4M
- APLDApplied Digital Corp was $10.3M
- WULFTerawulf Inc was $10.0M
- CELHCelsius Holdings was $9.8M
- TMDXTransmedics Group Inc was $9.6M
- ADMAADMA Biologics was $7.0M
- WAYWaystar Holdings was $5.2M
- YSSYork Space Systems was $4.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +40.1% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +4.8% | +2.4% |
| September 30, 2025 | +3.0% | +7.8% |
| June 30, 2025 | +15.7% | +10.5% |
| March 31, 2025 | −14.3% | −4.6% |
| December 31, 2024 | +8.4% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −13.0% | −3.6% |
| June 30, 2023 | +10.4% | +8.3% |
| March 31, 2023 | +10.9% | +7.0% |
| December 31, 2022 | −0.8% | +7.1% |
| September 30, 2022 | +7.4% | −5.3% |
| June 30, 2022 | −22.9% | −16.5% |
| March 31, 2022 | −12.8% | −4.9% |
| December 31, 2021 | −0.4% | +10.7% |
| September 30, 2021 | +2.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Next Century Growth Investors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1134007&type=13F-HR&dateb=&owner=include&count=40CIK 1134007
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1134007/000113400726000006/Filed August 14, 2026 · accession 0001134007-26-000006