NEXT CENTURY GROWTH INVESTORS LLC
CIK 1134007 · View on SEC EDGAR ↗
- Portfolio value
- $1.9B
- Positions
- 113
- As of
- June 30, 2026
#1,581 of 9,443 by 13F value · top 16.7%
Portfolio value QoQ: +36.7% 13F does not disclose cash
- Top 10 holdings weight
- 27.92%
- Top 25 holdings weight
- 53.57%
- Positions above 1%
- 37
- Effective number of positions
- 62.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 29.1% Est. buys $475,043,443 · sells $527,944,491
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 47.9% still held
- New positions
- 18
- Increased
- 38
- Decreased
- 57
- Closed
- 17
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +27.8% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 97.7% · Options excluded: 0.0%
Sector breakdown
Industrials
34.2%
Health Care
22.6%
Technology
21.0%
Diversified Consumer Services
5.3%
Retail
2.7%
Consumer Staples
2.2%
Financial Services
2.0%
Materials
1.9%
Communication Services
1.5%
Consumer Discretionary
1.1%
Communications
0.5%
Financials
0.4%
Other/Unmapped
4.6%
Full portfolio 113 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| XMTR Xometry, Inc. - Class A Common Stock | $69,817,838 | 3.70% | 723,351 | $37,659,197 | Down ×3 | ||
| LGND Ligand Pharmaceuticals Incorporated - Common Stock | $62,757,140 | 3.33% | 198,542 | $43,615,497 | Up ×1 | ||
| ALHC Alignment Healthcare, Inc. - Common Stock | $60,420,208 | 3.20% | 2,537,598 | $20,562,429 | Up ×1 | ||
| ATRO Astronics Corporation - Common Stock | $60,383,168 | 3.20% | 743,086 | $7,912,235 | Down ×6 | ||
| LINC Lincoln Educational Services Corporation - Common Stock | $58,655,553 | 3.11% | 1,175,462 | $16,323,864 | Up ×4 | ||
| MIRM Mirum Pharmaceuticals, Inc. - common stock | $49,194,335 | 2.61% | 420,213 | $13,578,243 | Up ×4 | ||
| BLLN BillionToOne, Inc. - Class A common stock | $43,728,750 | 2.32% | 364,467 | $36,579,628 | Up ×2 | ||
| GLBE Global-E Online Ltd. - ordinary shares | $40,701,024 | 2.16% | 1,171,927 | $17,184,069 | Up ×4 | ||
| UTI Universal Technical Institute Inc Common Stock | $40,604,939 | 2.15% | 949,379 | $6,125,757 | Down ×2 | ||
| AXGN Axogen, Inc. - Common Stock | $40,302,899 | 2.14% | 872,546 | $11,613,545 | Up ×2 | ||
| AEHR Aehr Test Systems - Common Stock | $39,454,819 | 2.09% | 410,731 | $11,469,172 | Down ×1 | ||
| AGYS Agilysys, Inc. - Common Stock | $38,252,434 | 2.03% | 366,052 | $26,835,176 | Up ×2 | ||
| MYRG MYR Group, Inc. - Common Stock | $36,799,916 | 1.95% | 73,541 | $217,173 | Down ×3 | ||
| PKE Park Aerospace Corp. Common Stock | $36,540,909 | 1.94% | 957,571 | $18,136,950 | Up ×3 | ||
| MAMA Mama's Creations, Inc. - Common Stock | $35,534,298 | 1.88% | 1,990,717 | $8,745,934 | Up ×4 | ||
| IPGP IPG Photonics Corporation - Common Stock | $31,764,624 | 1.68% | 270,752 | Up ×1 | |||
| SAIA Saia, Inc. - Common Stock | $31,763,044 | 1.68% | 75,418 | $17,307,521 | Up ×2 | ||
| UCTT Ultra Clean Holdings, Inc. - Common Stock | $31,386,197 | 1.66% | 220,115 | $13,942,034 | Down ×1 | ||
| RBC RBC Bearings Incorporated Common Stock | $30,632,137 | 1.62% | 47,561 | $9,179,984 | Up ×2 | ||
| GH Guardant Health, Inc. - Common Stock | $30,106,820 | 1.60% | 200,672 | $27,615,879 | Up ×2 | ||
| Unknown issuer (CUSIP: G3730v105) | $28,944,545 | 1.53% | 106,992 | $4,876,970 | Up ×1 | ||
| KNX Knight-Swift Transportation Holdings Inc. | $28,874,896 | 1.53% | 370,809 | $19,806,565 | Up ×1 | ||
| ALM Almonty Industries Inc. - Common Shares | $28,821,934 | 1.53% | 1,740,455 | $2,481,019 | Down ×2 | ||
| INOD Innodata Inc. - Common Stock | $27,643,082 | 1.47% | 365,746 | $13,415,397 | Down ×1 | ||
| VCEL Vericel Corporation - Common Stock | $27,253,862 | 1.45% | 612,584 | $22,338,962 | Up ×1 | ||
| FPS Forgent Power Solutions, Inc. Class A Common Stock | $25,698,225 | 1.36% | 460,047 | $17,215,779 | Up ×1 | ||
| CVLG Covenant Logistics Group, Inc. Class A Common Stock | $24,383,207 | 1.29% | 551,906 | $16,377,541 | Up ×1 | ||
| MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | $24,257,336 | 1.29% | 63,773 | $-4,668,613 | Down ×1 | ||
| CRS Carpenter Technology Corporation Common Stock | $23,741,554 | 1.26% | 38,489 | $1,204,452 | Down ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $22,647,586 | 1.20% | 113,187 | $2,901,495 | Down ×3 | ||
| IRTC iRhythm Holdings, Inc. - Common Stock | $22,251,262 | 1.18% | 187,064 | $2,269,768 | Up ×1 | ||
| STRL Sterling Infrastructure, Inc. - Common Stock | $21,998,786 | 1.17% | 26,209 | $-5,454,062 | Down ×4 | ||
| LSCC Lattice Semiconductor Corporation - Common Stock | $21,393,903 | 1.13% | 139,866 | $-4,541,793 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $21,261,013 | 1.13% | 59,493 | $10,091,033 | Up ×2 | ||
| AIP Arteris, Inc. - Common Stock | $21,242,527 | 1.13% | 437,179 | $11,549,750 | Down ×1 | ||
| FROG JFrog Ltd. - Ordinary shares | $20,966,288 | 1.11% | 230,703 | $12,571,732 | Up ×1 | ||
| HTFL Heartflow, Inc. - Common Stock | $19,698,993 | 1.04% | 671,404 | $3,812,258 | Up ×1 | ||
| PAY Paymentus Holdings, Inc. Class A Common Stock | $18,664,083 | 0.99% | 772,520 | $-10,758,083 | Down ×2 | ||
| SITM SiTime Corporation - Common Stock | $17,762,967 | 0.94% | 23,825 | $500,993 | Down ×1 | ||
| SVCO Silvaco Group, Inc. - Common Stock | $17,387,838 | 0.92% | 1,260,902 | $11,497,965 | Up ×1 | ||
| Unknown issuer (CUSIP: G2R11M108) | $17,024,163 | 0.90% | 347,007 | Up ×1 | |||
| ORN Orion Group Holdings, Inc. Common | $16,627,394 | 0.88% | 988,549 | $9,467,032 | Up ×1 | ||
| BRZE Braze, Inc. - Class A Common Stock | $16,208,958 | 0.86% | 747,301 | Up ×1 | |||
| ICHR Ichor Holdings - Ordinary Shares | $16,012,250 | 0.85% | 142,610 | $7,295,947 | Down ×1 | ||
| BLFS BioLife Solutions, Inc. - Common Stock | $15,781,330 | 0.84% | 558,829 | $8,875,515 | Up ×2 | ||
| OUST Ouster, Inc. - Common Stock | $15,769,232 | 0.84% | 252,227 | Up ×1 | |||
| FEIM Frequency Electronics, Inc. - Common Stock | $15,308,802 | 0.81% | 230,728 | $5,732,089 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $15,000,711 | 0.80% | 51,841 | $-4,816,988 | Down ×2 | ||
| BROS Dutch Bros Inc. Class A Common Stock | $14,615,417 | 0.78% | 203,529 | $-2,245,649 | Down ×1 | ||
| TCMD Tactile Systems Technology, Inc. - Common Stock | $14,300,564 | 0.76% | 480,207 | $3,112,770 | Up ×2 | ||
| AAON AAON, Inc. - Common Stock | $13,958,532 | 0.74% | 110,031 | $4,977,261 | Up ×1 | ||
| ADPT Adaptive Biotechnologies Corporation - Common Stock | $13,080,853 | 0.69% | 609,830 | $6,080,531 | Up ×1 | ||
| DOCN DigitalOcean Holdings, Inc. Common Stock | $12,500,687 | 0.66% | 79,607 | Up ×1 | |||
| MPTI | $12,311,752 | 0.65% | 124,173 | $5,077,245 | Up ×1 | ||
| MRTN Marten Transport, Ltd. - Common Stock | $12,132,941 | 0.64% | 699,305 | $6,639,730 | Up ×1 | ||
| MXL MaxLinear, Inc - Common Stock | $11,983,351 | 0.64% | 93,598 | Up ×1 | |||
| KMTS Kestra Medical Technologies, Ltd. - Common Stock | $11,664,367 | 0.62% | 458,505 | $2,545,237 | Up ×1 | ||
| ATROB | $11,555,860 | 0.61% | 152,050 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $11,234,285 | 0.60% | 29,740 | $1,556,836 | Down ×3 | ||
| BLZE Backblaze, Inc. - Common Stock | $10,903,718 | 0.58% | 687,498 | Up ×1 | |||
| MOD Modine Manufacturing Company Common Stock | $10,864,776 | 0.58% | 40,689 | $-19,050 | Down ×1 | ||
| WLDN Willdan Group, Inc. - Common Stock | $9,998,793 | 0.53% | 126,407 | Up ×1 | |||
| VELO Velo3D, Inc. - Common stock | $9,711,397 | 0.51% | 553,356 | Up ×1 | |||
| SIBN SI-BONE, Inc. - Common Stock | $9,551,916 | 0.51% | 585,289 | $4,702,527 | Up ×3 | ||
| LOAR Loar Holdings Inc. Common Stock | $9,416,618 | 0.50% | 116,817 | $2,258,920 | Down ×1 | ||
| GE GE Aerospace Common Stock | $8,746,776 | 0.46% | 23,404 | $4,255,549 | Up ×1 | ||
| EQPT EquipmentShare.com Inc - Class A Common Stock | $8,446,388 | 0.45% | 429,623 | $3,822,928 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8,154,963 | 0.43% | 21,862 | $-2,951,617 | Down ×3 | ||
| KRMN Karman Holdings Inc. Common Stock | $8,087,788 | 0.43% | 162,015 | $-5,617,012 | Down ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $7,851,780 | 0.42% | 10,860 | $3,283,074 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $7,711,696 | 0.41% | 7,625 | $1,259,331 | Down ×4 | ||
| SARO StandardAero, Inc. Common Stock | $7,518,865 | 0.40% | 251,383 | $725,679 | Down ×2 | ||
| GHM Graham Corporation Common Stock | $7,489,171 | 0.40% | 60,499 | Up ×1 | |||
| AAOI Applied Optoelectronics, Inc. - Common Stock | $7,406,370 | 0.39% | 49,989 | $-19,724,265 | Down ×2 | ||
| HWM Howmet Aerospace Inc. Common Stock | $7,066,447 | 0.37% | 26,283 | $1,007,424 | Down ×4 | ||
| MP MP Materials Corp. Common Stock | $6,865,705 | 0.36% | 122,580 | $676,698 | Down ×3 | ||
| BWB Bridgewater Bancshares, Inc. - Common Stock | $6,698,715 | 0.36% | 318,380 | $794,810 | Down ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $6,666,027 | 0.35% | 8,735 | $3,254,625 | Down ×1 | ||
| TEX Terex Corporation Common Stock | $6,155,538 | 0.33% | 85,033 | $-286,480 | Down ×1 | ||
| OFRM Once Upon a Farm, PBC Common Stock | $6,063,800 | 0.32% | 296,084 | $2,171,536 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5,935,738 | 0.31% | 10,218 | $3,318,205 | Down ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $5,524,864 | 0.29% | 16,501 | $-2,564,108 | Down ×2 | ||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $5,352,770 | 0.28% | 69,625 | $-6,870,142 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $5,252,086 | 0.28% | 4,932 | $297,117 | Down ×1 | ||
| PL Planet Labs PBC Class A Common Stock | $5,025,357 | 0.27% | 151,686 | $-2,843,490 | Down ×3 | ||
| KOPN Kopin Corporation - Common Stock | $4,801,000 | 0.25% | 1,071,652 | $4,267,060 | Up ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $4,510,680 | 0.24% | 39,505 | $1,609,947 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4,310,858 | 0.23% | 7,653 | $-856,048 | Down ×3 | ||
| V Visa Inc. | $4,306,808 | 0.23% | 12,553 | $511,883 | Down ×1 | ||
| Unknown issuer (CUSIP: 09940T100) | $4,094,687 | 0.22% | 105,506 | Up ×1 | |||
| GKOS Glaukos Corporation Common Stock | $4,020,196 | 0.21% | 28,765 | Up ×1 | |||
| CAVA CAVA Group, Inc. Common Stock | $4,003,892 | 0.21% | 51,018 | $-3,438,503 | Down ×1 | ||
| UMAC | $3,930,464 | 0.21% | 176,254 | Up ×1 | |||
| GEV GE Vernova Inc. Common Stock | $3,848,841 | 0.20% | 3,276 | $-1,128,434 | Down ×2 | ||
| PWR Quanta Services, Inc. Common Stock | $3,809,731 | 0.20% | 5,291 | $903,769 | Down ×3 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $3,625,222 | 0.19% | 36,151 | $1,119,334 | Down ×2 | ||
| COHR Coherent Corp. Common Stock | $3,320,648 | 0.18% | 8,418 | $-22,882,213 | Down ×1 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $2,832,762 | 0.15% | 5,053 | $-1,052,726 | Down ×1 | ||
| EVLV Evolv Technologies Holdings, Inc. - Class A Common Stock | $2,815,088 | 0.15% | 485,360 | $-2,069,204 | Down ×2 | ||
| ROKU Roku, Inc. - Class A Common Stock | $2,797,887 | 0.15% | 20,254 | $880,981 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IPGP | $31,764,624 | 270,752 | 1.68% |
| Unknown issuer (CUSIP: G2R11M108) | $17,024,163 | 347,007 | 0.90% |
| BRZE | $16,208,958 | 747,301 | 0.86% |
| OUST | $15,769,232 | 252,227 | 0.84% |
| DOCN | $12,500,687 | 79,607 | 0.66% |
| MXL | $11,983,351 | 93,598 | 0.64% |
| ATROB | $11,555,860 | 152,050 | 0.61% |
| BLZE | $10,903,718 | 687,498 | 0.58% |
| WLDN | $9,998,793 | 126,407 | 0.53% |
| VELO | $9,711,397 | 553,356 | 0.51% |
| GHM | $7,489,171 | 60,499 | 0.40% |
| Unknown issuer (CUSIP: 09940T100) | $4,094,687 | 105,506 | 0.22% |
| GKOS | $4,020,196 | 28,765 | 0.21% |
| UMAC | $3,930,464 | 176,254 | 0.21% |
| ASML | $2,683,754 | 1,349 | 0.14% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| LGND | Bought more | +103K | +$43.6M |
| XMTR | Trimmed | -64K | +$37.7M |
| AGYS | Bought more | +206K | +$26.8M |
| ALHC | Bought more | +276K | +$20.6M |
| KNX | Bought more | +213K | +$19.8M |
| AAOI | Trimmed | -271K | -$19.7M |
| PKE | Bought more | +285K | +$18.1M |
| SAIA | Bought more | +34K | +$17.3M |
| FPS | Bought more | +170K | +$17.2M |
| GLBE | Bought more | +410K | +$17.2M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AORT | June 30, 2026 | 1,023,701 | $37,487,930 | 25.0% |
| PAR | Sept. 30, 2025 | 417,625 | $28,970,646 | -52.0% |
| VCEL | Sept. 30, 2025 | 668,649 | $28,451,014 | 33.6% |
| ATEC | June 30, 2026 | 2,370,377 | $25,789,701 | 6.1% |
| WGS | March 31, 2026 | 173,411 | $22,553,834 | 26.7% |
| CDNA | Sept. 30, 2025 | 1,125,454 | $21,991,371 | 218.7% |
| CCB | March 31, 2026 | 178,224 | $20,422,688 | -39.1% |
| AGYS | March 31, 2025 | 146,445 | $19,288,270 | 54.9% |
| AGX | Dec. 31, 2025 | 65,964 | $17,813,578 | 65.8% |
| EXLS | Sept. 30, 2025 | 377,818 | $16,544,650 | -15.6% |
| ACVA | Sept. 30, 2025 | 962,921 | $15,618,578 | -23.5% |
| AVPT | Dec. 31, 2025 | 1,028,663 | $15,440,231 | -6.7% |
| PEN | March 31, 2026 | 47,830 | $14,870,825 | -1.3% |
| FLYW | March 31, 2025 | 664,779 | $13,707,742 | 96.4% |
| FRPT | March 31, 2025 | 92,435 | $13,690,547 | -11.4% |
| HQY | Sept. 30, 2025 | 129,465 | $13,562,753 | 9.2% |
| LGN | June 30, 2026 | 238,114 | $13,443,916 | -29.2% |
| NTRA | March 31, 2025 | 84,362 | $13,354,504 | 129.9% |
| VERX | Sept. 30, 2025 | 331,383 | $11,709,418 | -46.8% |
| PRCT | Sept. 30, 2025 | 189,185 | $10,897,056 | -40.9% |
| SPRY | Sept. 30, 2025 | 622,823 | $10,868,261 | -44.5% |
| PEGA | March 31, 2025 | 116,439 | $10,852,114 | -4.5% |
| OLO | Sept. 30, 2025 | 1,159,731 | $10,321,605 | No longer tracked |
| APLD | June 30, 2026 | 431,900 | $10,253,306 | -22.0% |
| ELF | Dec. 31, 2025 | 77,004 | $10,201,489 | 31.5% |
| NTSK | March 31, 2026 | 578,365 | $10,144,522 | 65.5% |
| CYBR | Sept. 30, 2025 | 24,907 | $10,134,160 | No longer tracked |
| CRDO | March 31, 2026 | 70,232 | $10,105,682 | 146.6% |
| TOL | Dec. 31, 2025 | 72,900 | $10,070,406 | 7.7% |
| WULF | June 30, 2026 | 694,476 | $10,021,288 | -30.6% |
| SMWB | March 31, 2025 | 699,128 | $9,906,643 | -2.4% |
| CELH | June 30, 2026 | 277,288 | $9,838,178 | 10.4% |
| PYCR | June 30, 2025 | 433,661 | $9,731,352 | No longer tracked |
| AAON | June 30, 2025 | 124,390 | $9,718,590 | 10.0% |
| TMDX | June 30, 2026 | 96,445 | $9,587,597 | 38.8% |
| PCTY | Sept. 30, 2025 | 49,741 | $9,012,571 | -5.0% |
| PRCH | Dec. 31, 2025 | 521,909 | $8,757,633 | 82.7% |
| OWLT | March 31, 2026 | 484,908 | $7,850,660 | 10.8% |
| AMSC | Dec. 31, 2025 | 128,220 | $7,614,985 | 5.2% |
| QNST | June 30, 2025 | 419,002 | $7,474,995 | 25.0% |
| PBPB | Sept. 30, 2025 | 603,003 | $7,386,786 | No longer tracked |
| TNDM | March 31, 2025 | 201,839 | $7,270,240 | 16.1% |
| ONON | March 31, 2025 | 132,169 | $7,238,896 | -31.7% |
| CWAN | Sept. 30, 2025 | 325,680 | $7,142,162 | No longer tracked |
| CWK | June 30, 2025 | 687,195 | $7,023,132 | 32.8% |
| SEMR | Sept. 30, 2025 | 775,997 | $7,022,772 | No longer tracked |
| ADMA | June 30, 2026 | 774,436 | $6,977,668 | 17.2% |
| ELF | March 31, 2025 | 53,920 | $6,769,656 | 59.3% |
| BY | Sept. 30, 2025 | 247,810 | $6,623,961 | 39.1% |
| VCYT | Sept. 30, 2025 | 242,774 | $6,562,181 | 20.6% |
| PHAT | March 31, 2026 | 393,774 | $6,532,710 | -21.6% |
| QTWO | Dec. 31, 2025 | 89,446 | $6,474,995 | -12.4% |
| WAL | Dec. 31, 2025 | 74,509 | $6,461,420 | -5.1% |
| AVAV | March 31, 2026 | 26,691 | $6,456,285 | -12.0% |
| BLND | Dec. 31, 2025 | 1,765,108 | $6,442,644 | -50.7% |
| FIGR | March 31, 2026 | 157,017 | $6,412,574 | 14.1% |
| SKWD | Sept. 30, 2025 | 108,809 | $6,288,072 | 17.9% |
| CSTL | March 31, 2025 | 235,214 | $6,268,453 | 62.4% |
| PNFP | Sept. 30, 2025 | 56,436 | $6,231,098 | 9.1% |
| OPRX | March 31, 2026 | 505,407 | $6,196,289 | 27.3% |
| TTAN | Dec. 31, 2025 | 61,166 | $6,167,367 | -14.3% |
| PGY | March 31, 2026 | 283,680 | $5,928,912 | 80.3% |
| TATT | March 31, 2026 | 132,154 | $5,901,997 | -9.2% |
| OS | March 31, 2025 | 205,933 | $5,873,209 | No longer tracked |
| BOW | Sept. 30, 2025 | 153,411 | $5,757,514 | 24.0% |
| GDYN | Sept. 30, 2025 | 488,114 | $5,637,716 | 1.7% |
| SNOW | March 31, 2026 | 25,469 | $5,586,879 | 109.5% |
| KVYO | Dec. 31, 2025 | 199,397 | $5,521,302 | -44.8% |
| ALKT | Dec. 31, 2025 | 215,490 | $5,352,771 | -13.1% |
| HXL | June 30, 2025 | 96,904 | $5,306,463 | 67.4% |
| WAY | June 30, 2026 | 216,616 | $5,222,611 | 20.7% |
| PSNL | March 31, 2026 | 624,363 | $4,969,929 | 165.1% |
| MRTN | March 31, 2025 | 315,760 | $4,929,013 | 9.0% |
| NEO | March 31, 2025 | 293,392 | $4,835,100 | 71.0% |
| TITN | Sept. 30, 2025 | 240,052 | $4,755,430 | 9.8% |
| CVLG | Sept. 30, 2025 | 193,383 | $4,662,464 | 61.8% |
| YSS | June 30, 2026 | 191,817 | $4,252,582 | -61.6% |
| HROW | March 31, 2025 | 125,520 | $4,211,196 | 56.9% |
| ZETA | June 30, 2026 | 264,027 | $4,203,309 | 39.3% |
| AMD | March 31, 2025 | 34,312 | $4,144,546 | 358.2% |
| RXST | June 30, 2025 | 163,359 | $4,124,814 | -53.4% |
| TWFG | Dec. 31, 2025 | 143,340 | $3,933,249 | -0.4% |
| MDB | March 31, 2026 | 8,974 | $3,766,298 | 71.0% |
| CBLL | Sept. 30, 2025 | 199,082 | $3,728,805 | 108.4% |
| BRCB | March 31, 2026 | 161,601 | $3,595,622 | -30.8% |
| KNX | Dec. 31, 2025 | 89,330 | $3,529,428 | 35.6% |
| PEGA | June 30, 2026 | 82,077 | $3,493,197 | 10.7% |
| KNSL | June 30, 2026 | 9,606 | $3,281,985 | 16.3% |
| PCOR | March 31, 2026 | 44,735 | $3,254,023 | 9.2% |
| KRUS | Dec. 31, 2025 | 51,666 | $3,069,477 | -8.3% |
| PI | March 31, 2026 | 17,444 | $3,035,430 | 56.9% |
| ASIC | March 31, 2026 | 143,657 | $3,018,233 | 28.5% |
| ARQ | March 31, 2025 | 374,726 | $2,836,675 | -44.1% |
| DCBO | March 31, 2025 | 62,745 | $2,809,093 | -14.3% |
| ARM | Sept. 30, 2025 | 16,924 | $2,737,287 | 77.2% |
| BETA | March 31, 2026 | 94,526 | $2,666,578 | 73.5% |
| TYL | Sept. 30, 2025 | 4,327 | $2,565,218 | -34.3% |
| LEU | June 30, 2026 | 14,163 | $2,458,555 | 8.2% |
| INTA | Dec. 31, 2025 | 59,757 | $2,444,061 | -13.9% |
| UAMY | March 31, 2026 | 480,430 | $2,411,758 | -36.6% |
| AMPX | Dec. 31, 2025 | 228,628 | $2,405,166 | 31.8% |
| KRNT | Sept. 30, 2025 | 119,821 | $2,385,636 | 24.1% |
| BA | March 31, 2026 | 10,834 | $2,352,278 | 7.8% |
| PLTR | June 30, 2026 | 15,902 | $2,326,144 | 48.3% |
| WING | June 30, 2026 | 14,717 | $2,280,693 | -34.1% |
| ORCL | March 31, 2026 | 11,385 | $2,219,050 | -0.4% |
| SPOT | Dec. 31, 2025 | 3,058 | $2,134,484 | -9.2% |
| ARCB | June 30, 2025 | 29,363 | $2,072,440 | 81.7% |
| GWRE | March 31, 2026 | 9,943 | $1,998,642 | 21.3% |
| NOW | March 31, 2026 | 12,870 | $1,971,555 | 24.0% |
| NFLX | Dec. 31, 2025 | 1,631 | $1,955,438 | -15.1% |
| DAVA | June 30, 2025 | 98,852 | $1,928,602 | -80.0% |
| GSHD | March 31, 2026 | 26,050 | $1,918,582 | 65.4% |
| ISRG | Sept. 30, 2025 | 3,526 | $1,916,063 | -16.5% |
| WEAV | Sept. 30, 2025 | 229,306 | $1,907,825 | 9.4% |
| TEAM | Sept. 30, 2025 | 9,097 | $1,847,509 | 6.6% |
| PANW | March 31, 2025 | 10,000 | $1,819,600 | 101.6% |
| TOST | Sept. 30, 2025 | 40,511 | $1,794,232 | -2.4% |
| PDFS | March 31, 2025 | 65,685 | $1,778,749 | 136.5% |
| CVNA | June 30, 2026 | 5,512 | $1,732,862 | 8.0% |
| TOST | March 31, 2025 | 45,470 | $1,657,381 | 7.4% |
| PAL | Sept. 30, 2025 | 222,465 | $1,615,095 | -22.9% |
| CRM | Sept. 30, 2025 | 5,692 | $1,552,151 | -13.3% |
| CDNS | June 30, 2025 | 5,658 | $1,438,999 | 1.9% |
| MRVL | June 30, 2025 | 22,757 | $1,401,148 | 218.2% |
| SDHC | March 31, 2025 | 44,383 | $1,137,980 | -36.0% |
| SYM | March 31, 2025 | 45,582 | $1,080,749 | 107.7% |
| PGR | Dec. 31, 2025 | 3,954 | $976,440 | -3.4% |
| BSX | March 31, 2026 | 10,198 | $972,379 | -21.2% |
| CSGP | March 31, 2025 | 13,506 | $966,894 | -59.6% |
| CMG | June 30, 2025 | 16,614 | $834,188 | -36.1% |
| TTD | June 30, 2025 | 11,083 | $606,461 | -81.6% |
| GLDD | March 31, 2026 | 30,520 | $400,422 | No longer tracked |
| MPTIWS | March 31, 2026 | 27,967 | $27,967 | No longer tracked |
| SIBN | March 31, 2025 | 1,295 | $18,155 | 40.0% |