StockDriftsStockDriftsTop 50 Next Century Growth Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XMTR | Xometry Inc | 3.7% | 723.4K | $69.8M | -8.14%(-64.08K) | $32.79(+193.55%) | 2026-06-30 | |
| LGND | Ligand Pharmaceuticals | 3.33% | 198.5K | $62.8M | +107.08%(+102.67K) | $225.39(+30.71%) | 2026-06-30 | |
| ALHC | Alignment Healthcare | 3.2% | 2.54M | $60.4M | +12.18%(+275.52K) | $14.40(-5.69%) | 2026-06-30 | |
| ATRO | Astronics Corp | 3.2% | 743.1K | $60.4M | -21.25%(-200.49K) | $14.92(+526.25%) | 2026-06-30 | |
| LINC | Lincoln Educational Services | 3.11% | 1.18M | $58.7M | +12.96%(+134.86K) | $20.95(+42.92%) | 2026-06-30 | |
| MIRM | Mirum Pharmaceuticals | 2.61% | 420.2K | $49.2M | +8.99%(+34.67K) | $55.58(+81.08%) | 2026-06-30 | |
| BLLN | BillionToOne | 2.32% | 364.5K | $43.7M | +302.44%(+273.90K) | $91.55(+1.95%) | 2026-06-30 | |
| GLBE | Global-E Online | 2.16% | 1.17M | $40.7M | +53.74%(+409.63K) | $34.80(+21.74%) | 2026-06-30 | |
| UTI | Universal Technical Institute | 2.15% | 949.4K | $40.6M | -0.60%(-5.72K) | $19.46(+29.23%) | 2026-06-30 | |
| AXGN | Axogen Inc | 2.14% | 872.5K | $40.3M | +0.76%(+6.58K) | $25.97(+87.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.92% | +68.16% | +9.63% | +58.34% |
| Top 20 Holdings Unweighted | +22.70% | +84.74% | +12.08% | +76.87% |
Next Century Growth Investors LLC reports $1.89B in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are XMTR (3.7%), LGND (3.3%) and ALHC (3.2%). The top 20 holdings account for 46.05% of reported assets. Its disclosed equity book has returned +68.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Next Century Growth Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1134007). View Next Century Growth Investors LLC’s 13F filings on SEC