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Institutional Investment Manager
NEXT CENTURY GROWTH INVESTORS LLC
NEXT CENTURY GROWTH INVESTORS LLC (CIK: 0001134007), located at Two Carlson Parkway, Plymouth, MN. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 196 holdings with a total value of $2,904,449,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ACADIA HEALTHCARE COMPANY IN 961,389 75,305,000 2.59%
2 CENTENE CORP DEL 882,676 70,967,000 2.44%
3 AKORN INC 1,449,706 63,294,000 2.18%
4 ELLIE MAE INCORPORATED 827,467 57,748,000 1.99%
5 Diplomat Pharmacy Inc 1,289,888 57,722,000 1.99%
6 PRA GROUP INC 903,516 56,298,000 1.94%
7 G III APPAREL GROUP LTD COM 782,623 55,057,000 1.90%
8 LDR HLDG CORP COM 1,248,976 54,018,000 1.86%
9 Knight Transportation Inc 1,945,221 52,015,000 1.79%
10 ABIOMED INC 767,471 50,445,000 1.74%
11 Ultimate Software Group Inc 306,425 50,357,000 1.73%
12 MARKETAXESS HLDGS INC 529,919 49,160,000 1.69%
13 Anacor Pharmaceuticals Inc 612,264 47,407,000 1.63%
14 COSTAR GROUP 230,449 46,380,000 1.60%
15 OLD DOMINION FREIGHT LINE IN 630,680 43,267,000 1.49%
16 HEALTHEQUITY INC COM 1,318,719 42,264,000 1.46%
17 GRANITE CONSTR INC 1,132,636 40,219,000 1.38%
18 GUIDEWIRE SOFTWARE INC 753,377 39,876,000 1.37%
19 APOGEE ENTERPRISES INC COM 752,209 39,596,000 1.36%
20 AMN HEALTHCARE SERVICES INC 1,239,335 39,150,000 1.35%
21 MANHATTAN ASSOCIATES INC 655,596 39,106,000 1.35%
22 PROOFPOINT INC 613,551 39,064,000 1.34%
23 EPAM SYS INC 543,374 38,704,000 1.33%
24 HFF INC 890,299 37,152,000 1.28%
25 TREX CO INC COM 750,054 37,075,000 1.28%
26 MOLINA HEALTHCARE INC 496,067 34,873,000 1.20%
27 CAESARSTONE LTD 499,779 34,254,000 1.18%
28 SKECHERS U S A INC 293,948 32,272,000 1.11%
29 ZOES KITCHEN INC 767,005 31,401,000 1.08%
30 PAYLOCITY HOLDING CORPORATION COM 861,720 30,892,000 1.06%
31 TABLEAU SOFTWARE INC CL A 265,241 30,582,000 1.05%
32 VIRTUSA CORPORATION 592,776 30,468,000 1.05%
33 GENTHERM INC COM 511,038 28,061,000 0.97%
34 SPS COMM INC 401,696 26,431,000 0.91%
35 PALO ALTO NETWORKS 142,737 24,936,000 0.86%
36 Adeptus Health Inc 256,965 24,409,000 0.84%
37 TASER INTERNATIONAL 701,571 23,369,000 0.80%
38 TYLER TECHNOLOGIES INC 177,887 23,015,000 0.79%
39 MERITAGE HOMES CORP COM 481,645 22,680,000 0.78%
40 FORTINET 538,028 22,236,000 0.77%
41 COMSCORE INC 415,543 22,131,000 0.76%
42 FIESTA RESTAURANT GROUP INC COM 442,180 22,109,000 0.76%
43 AMAG PHARMACEUTICALS INC COM 297,775 20,564,000 0.71%
44 BARRACUDA NETWORKS INC 506,771 20,078,000 0.69%
45 LIFELOCK INC 1,215,479 19,933,000 0.69%
46 SERVICENOW INC 259,273 19,266,000 0.66%
47 INSYS THERAPEUTICS INC NEW COM NEW 529,743 19,028,000 0.66%
48 CEPHEID 301,997 18,467,000 0.64%
49 COGNEX CORP 378,169 18,189,000 0.63%
50 DEXCOM 222,762 17,816,000 0.61%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001134007-15-000014, filed 2015.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.