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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 (2016Q3)
Portfolio Summary: 180 holdings with a total value of $2,178,796,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 EAGLE MATERIALS INC 192,867 14,908,000 0.68%
52 On Assignment Inc 396,231 14,379,000 0.66%
53 HUNT J B TRANS SVCS INC 175,590 14,247,000 0.65%
54 MARTEN TRANS LTD COM 669,771 14,065,000 0.65%
55 FIVE BELOW INC 346,304 13,952,000 0.64%
56 LYON WILLIAM HOMES CL A NEW 717,600 13,311,000 0.61%
57 GIGAMON INC 242,587 13,293,000 0.61%
58 INSTRUCTURE INC COM 509,488 12,925,000 0.59%
59 KANSAS CITY SOUTHERN 138,238 12,900,000 0.59%
60 ESSENT GROUP LTD 476,848 12,688,000 0.58%
61 PAYCOM SOFTWARE INC 243,972 12,230,000 0.56%
62 WORKIVA INC 668,878 12,126,000 0.56%
63 CENTENE CORP DEL 178,399 11,945,000 0.55%
64 ACCELERATE DIAGNOSTICS INC 437,885 11,936,000 0.55%
65 RSP PERMIAN INC COM 307,779 11,935,000 0.55%
66 BROADSOFT INC 255,650 11,900,000 0.55%
67 BOX INC 748,400 11,794,000 0.54%
68 APPLE INC 104,206 11,780,000 0.54%
69 PENUMBRA INC COM 153,680 11,678,000 0.54%
70 ZENDESK INC 370,995 11,393,000 0.52%
71 COGNEX CORP 213,108 11,264,000 0.52%
72 AMAZON COM INC 13,252 11,096,000 0.51%
73 TREX CO INC COM 180,458 10,596,000 0.49%
74 PALO ALTO NETWORKS INC 63,980 10,193,000 0.47%
75 BOINGO WIRELESS INC COM 966,963 9,940,000 0.46%
76 VASCULAR SOLUTIONS 205,530 9,912,000 0.45%
77 CARDIOVASCULAR SYS INC DEL COM 413,187 9,809,000 0.45%
78 MEDPACE HLDGS INC 325,964 9,733,000 0.45%
79 LOGMEIN INC 102,297 9,246,000 0.42%
80 APPTIO INC 411,925 8,938,000 0.41%
81 D R HORTON INC 288,298 8,706,000 0.40%
82 LGI HOMES INC 233,332 8,595,000 0.39%
83 MINDBODY INCORPORATED COM CLASS A 433,832 8,529,000 0.39%
84 FACEBOOK INC 66,366 8,512,000 0.39%
85 EVERBRIDGE INC 502,965 8,479,000 0.39%
86 MONSTER BEVERAGE CORP NEW 51,356 7,539,000 0.35%
87 ADOBE INC 68,703 7,457,000 0.34%
88 ALPHABET INC 9,119 7,088,000 0.33%
89 AMERICAN WOODMARK CORPORATION COM 87,945 7,085,000 0.33%
90 ARGAN INC 119,213 7,056,000 0.32%
91 UNITED RENTALS INC 89,240 7,004,000 0.32%
92 VISA INC 83,455 6,901,000 0.32%
93 MASTERCARD INCORPORATED 67,129 6,831,000 0.31%
94 O REILLY AUTOMOTIVE INC NEW 24,365 6,824,000 0.31%
95 UNION PAC CORP 68,349 6,666,000 0.31%
96 UNIVERSAL DISPLAY CORP 119,532 6,635,000 0.30%
97 KONA GRILL INC COM 527,859 6,635,000 0.30%
98 COSTCO WHSL CORP NEW 42,868 6,537,000 0.30%
99 XACTLY CORPORATION 440,267 6,480,000 0.30%
100 USA Technologies Inc 1,155,989 6,479,000 0.30%
Page 2 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.