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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 (2016Q2)
Portfolio Summary: 178 holdings with a total value of $2,145,668,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MARKETAXESS HLDGS INC 426,376 61,995,000 2.89%
2 ELLIE MAE INCORPORATED 591,032 54,168,000 2.52%
3 DYCOM INDS INC COM 591,680 53,109,000 2.48%
4 CASEY'S GENERAL STORES INC COM 398,021 52,343,000 2.44%
5 Ultimate Software Group Inc 244,447 51,404,000 2.40%
6 COSTAR GROUP 233,512 51,059,000 2.38%
7 Knight Transportation Inc 1,884,273 50,083,000 2.33%
8 ABIOMED INC 456,940 49,938,000 2.33%
9 HEALTHEQUITY INC COM 1,580,515 48,023,000 2.24%
10 ACADIA HEALTHCARE COMPANY IN 837,404 46,392,000 2.16%
11 PROOFPOINT INC 690,751 43,579,000 2.03%
12 APOGEE ENTERPRISES INC COM 931,775 43,187,000 2.01%
13 ELECTRONICS FOR IMAGING INC 865,257 37,240,000 1.74%
14 Adeptus Health Inc 720,670 37,229,000 1.74%
15 GUIDEWIRE SOFTWARE INC 588,323 36,334,000 1.69%
16 AMN HEALTHCARE SERVICES INC 906,703 36,240,000 1.69%
17 ZELTIQ AESTHETICS INCORPORATED 1,320,983 36,102,000 1.68%
18 PAYLOCITY HOLDING CORPORATION COM 824,835 35,632,000 1.66%
19 U S CONCRETE INC 558,491 34,017,000 1.59%
20 STAMPS COM INC COM NEW 378,678 33,104,000 1.54%
21 HEALTHCARE SVCS GROUP INC COM 712,710 29,491,000 1.37%
22 TYLER TECHNOLOGIES INC 176,704 29,458,000 1.37%
23 OLD DOMINION FREIGHT LINE IN 458,716 27,665,000 1.29%
24 EXLSERVICE HOLDINGS INC COM 524,668 27,497,000 1.28%
25 MANHATTAN ASSOCIATES INC 424,275 27,208,000 1.27%
26 FIREEYE INC 1,581,448 26,046,000 1.21%
27 PACIRA BIOSCIENCES INC 703,054 23,714,000 1.11%
28 8X8 INC NEW COM 1,584,467 23,149,000 1.08%
29 LIGAND PHARMACEUTICALS INC 184,884 22,051,000 1.03%
30 ZOES KITCHEN INC 594,858 21,575,000 1.01%
31 CENTENE CORP DEL 297,571 21,237,000 0.99%
32 EPAM SYS INC 329,425 21,185,000 0.99%
33 NEOGENOMICS INC 2,561,018 20,590,000 0.96%
34 ALIGN TECHNOLOGY INC 252,551 20,342,000 0.95%
35 G III APPAREL GROUP LTD COM 441,435 20,182,000 0.94%
36 GENTHERM INC COM 583,874 19,997,000 0.93%
37 FIVE BELOW INC COM 425,597 19,751,000 0.92%
38 Q2 Holdings Inc 679,051 19,027,000 0.89%
39 NEVRO CORP 239,177 17,641,000 0.82%
40 HFF INC 608,984 17,587,000 0.82%
41 COHERENT INC COM 186,881 17,151,000 0.80%
42 HABIT RESTAURANTS INC COM CL A 1,007,218 16,498,000 0.77%
43 INOGEN INC COM 319,269 15,998,000 0.75%
44 EAGLE MATERIALS INC 205,860 15,882,000 0.74%
45 JB HUNT TRANSPORT 187,130 15,144,000 0.71%
46 MONOLITHIC PWR SYS INC COM 210,167 14,358,000 0.67%
47 LYON WILLIAM 887,551 14,307,000 0.67%
48 ULTA BEAUTY INC 57,172 13,929,000 0.65%
49 GLAUKOS CORP 474,279 13,829,000 0.64%
50 EURONET WORLDWIDE INC 194,832 13,480,000 0.63%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001134007-16-000023, filed 2016.08.12).

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.