NEXT CENTURY GROWTH INVESTORS LLC
•CIK: 1134007•Filing: Q4 2025
**NEXT CENTURY GROWTH INVESTORS LLC** manages $1.4B across a diversified portfolio of 121 positions. The fund exhibits a concentrated focus on high-growth sectors, evidenced by top holdings including ATRO at $57.9M and ATEC at $50.9M. Significant allocations are also maintained in XMTR ($47.8M), AORT ($47.6M), and ALHC ($45.6M). This structure suggests a conviction-driven, deep-value approach targeting secular growth themes.
Total AUM
$1.4B
QoQ Performance
+5.0%
Positions
121
Top 10 Concentration
28.1%
Latest Filing
Q4 2025
Top Holdings Allocation
ATRO4.0%
ATEC3.5%
XMTR3.3%
AORT3.3%
ALHC3.2%
PAY2.6%
IRTC2.1%
UTI2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.2%
Technology6.8%
Consumer1.3%
Financial0.9%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW17 new positions
↑50 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023