Dark
Light
System
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 (2016Q3)
Portfolio Summary: 180 holdings with a total value of $2,178,796,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MARKETAXESS HLDGS INC 373,055 61,774,000 2.84%
2 ELLIE MAE INCORPORATED 549,742 57,887,000 2.66%
3 HEALTHEQUITY INC COM 1,499,219 56,745,000 2.60%
4 ABIOMED INC 423,390 54,439,000 2.50%
5 COSTAR GROUP 219,962 47,628,000 2.19%
6 Ultimate Software Group Inc 231,078 47,230,000 2.17%
7 SHOPIFY INC 1,097,857 47,120,000 2.16%
8 PROOFPOINT INC 602,617 45,105,000 2.07%
9 Knight Transportation Inc 1,532,637 43,971,000 2.02%
10 NEVRO CORP 387,422 40,442,000 1.86%
11 ELECTRONICS FOR IMAGING INC 825,282 40,372,000 1.85%
12 DYCOM INDS INC COM 477,407 39,042,000 1.79%
13 STAMPS COM INC COM NEW 361,204 34,137,000 1.57%
14 GUIDEWIRE SOFTWARE INC 552,487 33,138,000 1.52%
15 GLAUKOS CORP 861,409 32,509,000 1.49%
16 PAYLOCITY HOLDING CORPORATION COM 707,009 31,433,000 1.44%
17 OLD DOMINION FREIGHT LINE IN 437,769 30,035,000 1.38%
18 TYLER TECHNOLOGIES INC 167,431 28,669,000 1.32%
19 ZELTIQ AESTHETICS INCORPORATED 712,817 27,956,000 1.28%
20 U S CONCRETE INC 602,400 27,749,000 1.27%
21 APOGEE ENTERPRISES INC COM 597,693 26,710,000 1.23%
22 PACIRA BIOSCIENCES INC 778,442 26,638,000 1.22%
23 NEOGENOMICS INC 3,059,393 25,148,000 1.15%
24 HORIZON PHARMA PLC 1,363,845 24,726,000 1.13%
25 EPAM SYS INC 339,993 23,564,000 1.08%
26 8X8 INC NEW COM 1,494,906 23,066,000 1.06%
27 FIVE9 INC 1,455,320 22,819,000 1.05%
28 ALIGN TECHNOLOGY INC 235,990 22,124,000 1.02%
29 INPHI CORP 498,563 21,692,000 1.00%
30 QUOTIENT TECHNOLOGY INC COM 1,587,989 21,136,000 0.97%
31 COHERENT INC COM 179,204 19,809,000 0.91%
32 RAPID7 INC 1,107,641 19,549,000 0.90%
33 NUTANIX INC CL A 521,600 19,299,000 0.89%
34 FIREEYE INC 1,259,745 18,556,000 0.85%
35 MACOM TECH SOLUTIONS HLDGS I 435,497 18,438,000 0.85%
36 VEEVA SYS INC 444,218 18,337,000 0.84%
37 INOGEN INC COM 303,771 18,195,000 0.84%
38 WAGEWORKS INC COM 295,933 18,025,000 0.83%
39 CASEY'S GENERAL STORES INC COM 149,951 18,016,000 0.83%
40 Q2 Holdings Inc 622,510 17,841,000 0.82%
41 HEALTHCARE SVCS GROUP INC COM 440,562 17,437,000 0.80%
42 Evolent Health, Inc. 702,621 17,298,000 0.79%
43 ACADIA HEALTHCARE COMPANY IN 347,817 17,234,000 0.79%
44 LIGAND PHARMACEUTICALS INC 167,014 17,045,000 0.78%
45 HUBSPOT INCORPORATED 290,353 16,730,000 0.77%
46 MONOLITHIC PWR SYS INC COM 204,256 16,442,000 0.75%
47 OCLARO INC 1,863,622 15,933,000 0.73%
48 AMN HEALTHCARE SERVICES INC 474,858 15,133,000 0.69%
49 EXACT SCIENCES CORP 810,213 15,045,000 0.69%
50 EURONET WORLDWIDE INC 182,530 14,936,000 0.69%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001134007-16-000024, filed 2016.11.14).

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.