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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 (2016Q1)
Portfolio Summary: 165 holdings with a total value of $2,120,429,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MARKETAXESS HLDGS INC 513,339 64,080,000 3.02%
2 ABIOMED INC 611,291 57,956,000 2.73%
3 Ultimate Software Group Inc 299,234 57,901,000 2.73%
4 Knight Transportation Inc 1,968,687 51,481,000 2.43%
5 ACADIA HEALTHCARE COMPANY IN 923,622 50,900,000 2.40%
6 G III APPAREL GROUP LTD COM 996,320 48,710,000 2.30%
7 ELLIE MAE INCORPORATED 535,385 48,527,000 2.29%
8 COSTAR GROUP 245,236 46,146,000 2.18%
9 CASEY'S GENERAL STORES INC COM 389,841 44,176,000 2.08%
10 MOLINA HEALTHCARE INC 660,001 42,563,000 2.01%
11 PACIRA BIOSCIENCES INC 732,887 38,828,000 1.83%
12 PROOFPOINT INC 708,906 38,124,000 1.80%
13 GUIDEWIRE SOFTWARE INC 696,449 37,942,000 1.79%
14 STAMPS COM INC COM NEW 355,317 37,763,000 1.78%
15 APOGEE ENTERPRISES INC COM 798,807 35,059,000 1.65%
16 EPAM SYS INC 467,094 34,877,000 1.64%
17 ELECTRONICS FOR IMAGING INC 822,016 34,845,000 1.64%
18 MANHATTAN ASSOCIATES INC 609,732 34,675,000 1.64%
19 HEALTHEQUITY INC COM 1,397,408 34,474,000 1.63%
20 OLD DOMINION FREIGHT LINE IN 492,979 34,321,000 1.62%
21 LIGAND PHARMACEUTICALS INC 314,860 33,718,000 1.59%
22 AMN HEALTHCARE SERVICES INC 974,826 32,763,000 1.55%
23 INOGEN INC COM 659,333 29,656,000 1.40%
24 ZOES KITCHEN INC 741,519 28,911,000 1.36%
25 ZELTIQ AESTHETICS INCORPORATED 1,043,924 28,352,000 1.34%
26 PAYLOCITY HOLDING CORPORATION COM 863,040 28,255,000 1.33%
27 Anacor Pharmaceuticals Inc 500,123 26,731,000 1.26%
28 DYCOM INDS INC COM 405,356 26,214,000 1.24%
29 Adeptus Health Inc 445,714 24,754,000 1.17%
30 MACOM TECH SOLUTIONS HLDGS I 534,745 23,416,000 1.10%
31 PALO ALTO NETWORKS 140,876 22,982,000 1.08%
32 SKECHERS U S A INC 749,560 22,824,000 1.08%
33 HFF INC 825,478 22,725,000 1.07%
34 ALIGN TECHNOLOGY INC 289,667 21,055,000 0.99%
35 CENTENE CORP DEL 340,875 20,987,000 0.99%
36 VIRTUSA CORPORATION 516,093 19,332,000 0.91%
37 COMSCORE INC 622,671 18,705,000 0.88%
38 ULTA BEAUTY INC 93,396 18,094,000 0.85%
39 KATE SPADE & CO 701,917 17,912,000 0.84%
40 JB HUNT TRANSPORT 211,075 17,780,000 0.84%
41 HABIT RESTAURANTS INC COM CL A 913,018 17,009,000 0.80%
42 GENTHERM INC COM 388,324 16,150,000 0.76%
43 Q2 Holdings Inc 639,023 15,362,000 0.72%
44 EXLSERVICE HOLDINGS INC COM 296,446 15,355,000 0.72%
45 MONOLITHIC PWR SYS INC COM 211,824 13,480,000 0.64%
46 MERITAGE HOMES CORP COM 363,896 13,267,000 0.63%
47 U S CONCRETE INC 216,336 12,889,000 0.61%
48 LYON WILLIAM 876,338 12,698,000 0.60%
49 ESSENT GROUP LTD 584,181 12,150,000 0.57%
50 TEXAS ROADHOUSE INC 278,635 12,142,000 0.57%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001134007-16-000022, filed 2016.05.13).

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.