NEXT CENTURY GROWTH INVESTORS LLC
13F filer · CIK 1134007 · Plymouth, MN
Summary
NEXT CENTURY GROWTH INVESTORS LLC reported $1.89B across 113 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are XMTR (3.7%), LGND (3.3%), ALHC (3.2%). Versus 2026 Q1, leaving options aside, it opened 18 new positions, added to 38, trimmed 57 and sold out of 17.
Reported value$1.89B
Positions113
Report period2026 Q2
FiledAug 14, 2026
New positions18
Added38
Trimmed57
Sold out17
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 3.7%Value $69.82MPrice $103.14Shares 723K -8.14%Since Jun 30 +6.86%
Weight 3.3%Value $62.76MPrice $314.10Shares 199K +107.08%Since Jun 30 -0.63%
Weight 3.2%Value $60.42MPrice $7.91Shares 2.54M +12.18%Since Jun 30 -66.78%
Weight 3.2%Value $60.38MPrice $67.46Shares 743K -5.50%Since Jun 30 -16.98%
Weight 3.1%Value $58.66MPrice $21.72Shares 1.18M +12.96%Since Jun 30 -56.47%
Weight 2.6%Value $49.19MPrice $87.96Shares 420K +8.99%Since Jun 30 -24.87%
Weight 2.3%Value $43.73MPrice $118.18Shares 364K +302.44%Since Jun 30 -1.50%
Weight 2.2%Value $40.70MPrice $39.28Shares 1.17M +53.74%Since Jun 30 +13.10%
Weight 2.2%Value $40.60MPrice $18.47Shares 949K -0.60%Since Jun 30 -56.82%
Weight 2.1%Value $40.30MPrice $42.44Shares 873K +0.76%Since Jun 30 -8.12%
Weight 2.1%Value $39.45MPrice $100.78Shares 411K -45.58%Since Jun 30 +4.91%
Weight 2.0%Value $38.25MPrice $96.34Shares 366K +128.08%Since Jun 30 -7.81%
Weight 2.0%Value $36.80MPrice $285.93Shares 74K -43.25%Since Jun 30 -42.86%
Weight 1.9%Value $36.54MPrice $29.78Shares 958K +42.46%Since Jun 30 -21.96%
Weight 1.9%Value $35.53MPrice $13.15Shares 1.99M +14.00%Since Jun 30 -26.33%
Weight 1.7%Value $31.76MPrice $77.23Shares 271KSince Jun 30 -34.17%
Weight 1.7%Value $31.76MPrice $330.25Shares 75K +83.27%Since Jun 30 -21.59%
Weight 1.7%Value $31.39MPrice $78.07Shares 220K -21.54%Since Jun 30 -45.25%
Weight 1.6%Value $30.63MPrice $504.20Shares 48K +20.41%Since Jun 30 -21.72%
Weight 1.6%Value $30.11MPrice $177.33Shares 201K +644.14%Since Jun 30 +18.20%
Weight 1.5%Value $28.94MPrice $167.10Shares 107K +8.91%Since Jun 30 -38.23%
Weight 1.5%Value $28.87MPrice $63.55Shares 371K +135.45%Since Jun 30 -18.39%
Weight 1.5%Value $28.82MPrice $13.19Shares 1.74M -4.32%Since Jun 30 -20.35%
Weight 1.5%Value $27.64MPrice $66.79Shares 366K -0.72%Since Jun 30 -11.63%
Weight 1.4%Value $27.25MPrice $40.24Shares 613K +300.96%Since Jun 30 -9.55%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 3.7% | $69.82M | +6.86% | -8.14% | Trim | |
| 3.3% | $62.76M | -0.63% | +107.08% | Add | |
| 3.2% | $60.42M | -66.78% | +12.18% | Add | |
| 3.2% | $60.38M | -16.98% | -5.50% | Trim | |
| 3.1% | $58.66M | -56.47% | +12.96% | Add | |
| 2.6% | $49.19M | -24.87% | +8.99% | Add | |
| 2.3% | $43.73M | -1.50% | +302.44% | Add | |
| 2.2% | $40.70M | +13.10% | +53.74% | Add | |
| 2.2% | $40.60M | -56.82% | -0.60% | Trim | |
| 2.1% | $40.30M | -8.12% | +0.76% | Add | |
| 2.1% | $39.45M | +4.91% | -45.58% | Trim | |
| 2.0% | $38.25M | -7.81% | +128.08% | Add | |
| 2.0% | $36.80M | -42.86% | -43.25% | Trim | |
| 1.9% | $36.54M | -21.96% | +42.46% | Add | |
| 1.9% | $35.53M | -26.33% | +14.00% | Add | |
| 1.7% | $31.76M | -34.17% | — | New | |
| 1.7% | $31.76M | -21.59% | +83.27% | Add | |
| 1.7% | $31.39M | -45.25% | -21.54% | Trim | |
| 1.6% | $30.63M | -21.72% | +20.41% | Add | |
| 1.6% | $30.11M | +18.20% | +644.14% | Add | |
| 1.5% | $28.94M | -38.23% | +8.91% | Add | |
| 1.5% | $28.87M | -18.39% | +135.45% | Add | |
| 1.5% | $28.82M | -20.35% | -4.32% | Trim | |
| 1.5% | $27.64M | -11.63% | -0.72% | Trim | |
| 1.4% | $27.25M | -9.55% | +300.96% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.