Portfolio (Quarterly)
Guide ↗
NEXT CENTURY GROWTH INVESTORS LLC
· CIK 0001134007| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WGS | GeneDx Holdings | Healthcare | 173,411 | $22.6M | 1.57% | SOLD |
| 2 | CCB | Coastal Financial Corp | Financial Services | 178,224 | $20.4M | 1.42% | SOLD |
| 3 | PEN | Penumbra | Healthcare | 47,830 | $14.9M | 1.03% | SOLD |
| 4 | NTSK | Netskope | Technology | 578,365 | $10.1M | 0.70% | SOLD |
| 5 | CRDO | Credo Technology Group Holding | Technology | 70,232 | $10.1M | 0.70% | SOLD |
| 6 | — | Owlet Inc | — | 484,908 | $7.9M | 0.55% | SOLD |
| 7 | PHAT | Phathom Pharmaceuticals | Healthcare | 393,774 | $6.5M | 0.45% | SOLD |
| 8 | AVAV | Aerovironment | Industrials | 26,691 | $6.5M | 0.45% | SOLD |
| 9 | FIGR | Figure Technology Solutions | Financial Services | 157,017 | $6.4M | 0.45% | SOLD |
| 10 | OPRX | Optimizerx Corp | Healthcare | 505,407 | $6.2M | 0.43% | SOLD |
| 11 | — | Pagaya Technologies | — | 283,680 | $5.9M | 0.41% | SOLD |
| 12 | TATT | TAT Technologies | Industrials | 132,154 | $5.9M | 0.41% | SOLD |
| 13 | SNOW | Snowflake Inc | Technology | 25,469 | $5.6M | 0.39% | SOLD |
| 14 | PSNL | Personalis Inc | Healthcare | 624,363 | $5.0M | 0.34% | SOLD |
| 15 | MDB | MongoDB | Technology | 8,974 | $3.8M | 0.26% | SOLD |
| 16 | BRCB | Black Rock Coffee Bar | Consumer Defensive | 161,601 | $3.6M | 0.25% | SOLD |
| 17 | PCOR | Procore Technologies | Technology | 44,735 | $3.3M | 0.23% | SOLD |
| 18 | PI | Impinj Inc | Technology | 17,444 | $3.0M | 0.21% | SOLD |
| 19 | ASIC | Ategrity Specialty Holdings | Financial Services | 143,657 | $3.0M | 0.21% | SOLD |
| 20 | BETA | Beta Technologies | Industrials | 94,526 | $2.7M | 0.18% | SOLD |
Sector Allocation
Technology
29.8%
Industrials
28.8%
Healthcare
20.2%
Consumer Defensive
10.3%
Consumer Cyclical
5.7%
Financial Services
2.7%
Communication Services
1.4%
Basic Materials
0.5%
Utilities
0.4%
Energy
0.2%