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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 (2016Q4)
Portfolio Summary: 147 holdings with a total value of $1,632,704,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 HEALTHEQUITY INC COM 1,217,004 49,313,000 3.02%
2 SHOPIFY INC 1,048,134 44,933,000 2.75%
3 MARKETAXESS HLDGS INC 305,661 44,907,000 2.75%
4 ABIOMED INC 397,050 44,739,000 2.74%
5 U S CONCRETE INC 565,261 37,024,000 2.27%
6 COSTAR GROUP 186,831 35,215,000 2.16%
7 NEVRO CORP 479,293 34,825,000 2.13%
8 WAGEWORKS INC COM 477,692 34,632,000 2.12%
9 PROOFPOINT INC 485,199 34,279,000 2.10%
10 STAMPS COM INC COM NEW 295,966 33,932,000 2.08%
11 Knight Transportation Inc 999,706 33,040,000 2.02%
12 DYCOM INDS INC COM 390,907 31,385,000 1.92%
13 QUOTIENT TECHNOLOGY INC COM 2,891,392 31,082,000 1.90%
14 EAGLE MATERIALS INC 304,733 30,025,000 1.84%
15 COGNEX CORP 433,437 27,575,000 1.69%
16 APOGEE ENTERPRISES INC COM 489,847 26,236,000 1.61%
17 Ultimate Software Group Inc 143,777 26,217,000 1.61%
18 GLAUKOS CORP 704,664 24,169,000 1.48%
19 FIVE BELOW INC COM 603,322 24,108,000 1.48%
20 OCLARO INC 2,608,476 23,345,000 1.43%
21 INPHI CORP 506,936 22,619,000 1.39%
22 GUIDEWIRE SOFTWARE INC 454,497 22,420,000 1.37%
23 NEOGENOMICS INC 2,571,402 22,036,000 1.35%
24 SUMMIT MATLS INC CL A 889,294 21,156,000 1.30%
25 OLD DOMINION FREIGHT LINE IN 242,002 20,761,000 1.27%
26 ZELTIQ AESTHETICS INCORPORATED 450,295 19,596,000 1.20%
27 FIVE9 INC 1,354,812 19,224,000 1.18%
28 Q2 Holdings Inc 660,089 19,043,000 1.17%
29 ZOES KITCHEN INC 764,909 18,350,000 1.12%
30 8X8 INC NEW COM 1,269,859 18,158,000 1.11%
31 HORIZON PHARMA PLC 1,112,751 18,004,000 1.10%
32 MINDBODY Inc 817,550 17,413,000 1.07%
33 LIGAND PHARMACEUTICALS INC 168,688 17,140,000 1.05%
34 KINSALE CAP GROUP INC COM 494,276 16,810,000 1.03%
35 VEEVA SYS INC 402,997 16,401,000 1.00%
36 ALIGN TECHNOLOGY INC 169,895 16,332,000 1.00%
37 INOGEN INC COM 238,642 16,029,000 0.98%
38 CARDIOVASCULAR SYS INC DEL COM 657,900 15,927,000 0.98%
39 NXSTAGE MED INC COM 565,814 14,829,000 0.91%
40 CASEY'S GENERAL STORES INC COM 122,689 14,585,000 0.89%
41 COHERENT INC COM 105,564 14,502,000 0.89%
42 ESSENT GROUP LTD 432,674 14,005,000 0.86%
43 ELLIE MAE INCORPORATED 166,376 13,922,000 0.85%
44 LGI HOMES INC 476,070 13,677,000 0.84%
45 ELECTRONICS FOR IMAGING INC 309,575 13,577,000 0.83%
46 GRANITE CONSTR INC 242,924 13,360,000 0.82%
47 MACOM TECH SOLUTIONS HLDGS I 278,912 12,908,000 0.79%
48 BOX INC 928,517 12,869,000 0.79%
49 MONOLITHIC PWR SYS INC COM 156,702 12,838,000 0.79%
50 HUBSPOT INCORPORATED 262,394 12,332,000 0.76%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001134007-17-000004, filed 2017.02.14).

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.