NEXT CENTURY GROWTH INVESTORS LLC
PLYMOUTH MN · SEC CIK 0001134007
$13.80亿2026Q1 申报市值
112持仓数
26.8%前十大占比 · 第一大 3.8%
19 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LGND 新建仓+$1,914.16万
UCTT 新建仓+$1,744.42万
HTFL 新建仓+$1,588.67万
GLBE 加仓+$1,504.22万
MOD 新建仓+$1,088.38万
2026Q1 卖出最多 按季末市值估算
WGS 清仓-$2,255.38万
PL 减仓-$2,190.25万
CCB 清仓-$2,042.27万
ATRO 减仓-$1,877.08万
PEN 清仓-$1,487.08万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WGS | GeneDx Holdings | $0 | 0.00% | 0 | -173,411 | -100.0% | -$2,255.38万 | 清仓 |
| CCB | Coastal Financial Corp | $0 | 0.00% | 0 | -178,224 | -100.0% | -$2,042.27万 | 清仓 |
| PEN | Penumbra | $0 | 0.00% | 0 | -47,830 | -100.0% | -$1,487.08万 | 清仓 |
| NTSK | Netskope | $0 | 0.00% | 0 | -578,365 | -100.0% | -$1,014.45万 | 清仓 |
| CRDO | Credo Technology Group Holding | $0 | 0.00% | 0 | -70,232 | -100.0% | -$1,010.57万 | 清仓 |
| — | Owlet Inc | $0 | 0.00% | 0 | -484,908 | -100.0% | -$785.07万 | 清仓 |
| PHAT | Phathom Pharmaceuticals | $0 | 0.00% | 0 | -393,774 | -100.0% | -$653.27万 | 清仓 |
| AVAV | Aerovironment | $0 | 0.00% | 0 | -26,691 | -100.0% | -$645.63万 | 清仓 |
| FIGR | Figure Technology Solutions | $0 | 0.00% | 0 | -157,017 | -100.0% | -$641.26万 | 清仓 |
| — | Optimizerx Corp | $0 | 0.00% | 0 | -505,407 | -100.0% | -$619.63万 | 清仓 |
| PGY | Pagaya Technologies | $0 | 0.00% | 0 | -283,680 | -100.0% | -$592.89万 | 清仓 |
| TATT | TAT Technologies | $0 | 0.00% | 0 | -132,154 | -100.0% | -$590.20万 | 清仓 |
| SNOW | Snowflake Inc | $0 | 0.00% | 0 | -25,469 | -100.0% | -$558.69万 | 清仓 |
| PSNL | Personalis Inc | $0 | 0.00% | 0 | -624,363 | -100.0% | -$496.99万 | 清仓 |
| MDB | MongoDB | $0 | 0.00% | 0 | -8,974 | -100.0% | -$376.63万 | 清仓 |
| BRCB | Black Rock Coffee Bar | $0 | 0.00% | 0 | -161,601 | -100.0% | -$359.56万 | 清仓 |
| PCOR | Procore Technologies | $0 | 0.00% | 0 | -44,735 | -100.0% | -$325.40万 | 清仓 |
| PI | Impinj Inc | $0 | 0.00% | 0 | -17,444 | -100.0% | -$303.54万 | 清仓 |
| ASIC | Ategrity Specialty Holdings | $0 | 0.00% | 0 | -143,657 | -100.0% | -$301.82万 | 清仓 |
| BETA | Beta Technologies | $0 | 0.00% | 0 | -94,526 | -100.0% | -$266.66万 | 清仓 |
| UAMY | United States Antimony | $0 | 0.00% | 0 | -480,430 | -100.0% | -$241.18万 | 清仓 |
| BA | Boeing Co | $0 | 0.00% | 0 | -10,834 | -100.0% | -$235.23万 | 清仓 |
| ORCL | Oracle Corporation | $0 | 0.00% | 0 | -11,385 | -100.0% | -$221.91万 | 清仓 |
| GWRE | Guidewire Software | $0 | 0.00% | 0 | -9,943 | -100.0% | -$199.86万 | 清仓 |
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -12,870 | -100.0% | -$197.16万 | 清仓 |
| GSHD | Goosehead Insurance | $0 | 0.00% | 0 | -26,050 | -100.0% | -$191.86万 | 清仓 |
| BSX | Boston Scientific Corp | $0 | 0.00% | 0 | -10,198 | -100.0% | -$97.24万 | 清仓 |
| — | Great Lakes Dredge & Doc | $0 | 0.00% | 0 | -30,520 | -100.0% | -$40.04万 | 清仓 |
| — | M-Tron Industries - Warrants | $0 | 0.00% | 0 | -27,967 | -100.0% | -$2.80万 | 清仓 |
| KOPN | Kopin Corp | $53.39万 | 0.04% | 237,307 | 237,307 | — | $53.39万 | 新建仓 |
| CVNA | Carvana | $173.29万 | 0.13% | 5,512 | -92 | -1.6% | -$2.89万 | 减仓 |
| STX | Seagate Technology Holdings | $185.03万 | 0.13% | 4,723 | 4,723 | — | $185.03万 | 新建仓 |
| ROKU | Roku Inc | $191.69万 | 0.14% | 20,259 | -340 | -1.7% | -$3.22万 | 减仓 |
| APP | Applovin | $194.98万 | 0.14% | 4,899 | -3,291 | -40.2% | -$130.98万 | 减仓 |
| COST | Costco Wholesale Corp | $219.61万 | 0.16% | 2,204 | -38 | -1.7% | -$3.79万 | 减仓 |
| WING | Wingstop | $228.07万 | 0.17% | 14,717 | -10,925 | -42.6% | -$169.30万 | 减仓 |
| PLTR | Palantir Technologies | $232.61万 | 0.17% | 15,902 | 15,902 | — | $232.61万 | 新建仓 |
| LEU | Centrus Energy Corp | $245.86万 | 0.18% | 14,163 | -19,299 | -57.7% | -$335.01万 | 减仓 |
| GH | Guardant Health | $249.09万 | 0.18% | 26,967 | 8,483 | 45.9% | $78.36万 | 加仓 |
| HOOD | Robinhood Markets | $250.59万 | 0.18% | 36,160 | -607 | -1.7% | -$4.21万 | 减仓 |
| MA | Mastercard Inc | $251.18万 | 0.18% | 5,027 | -86 | -1.7% | -$4.30万 | 减仓 |
| AMD | Advanced Micro Devices | $261.75万 | 0.19% | 12,867 | -219 | -1.7% | -$4.46万 | 减仓 |
| SHOP | Shopify Inc | $290.07万 | 0.21% | 24,454 | -13,582 | -35.7% | -$161.11万 | 减仓 |
| PWR | Quanta Services | $290.60万 | 0.21% | 5,293 | -203 | -3.7% | -$11.15万 | 减仓 |
| LMB | Limbach Holdings | $294.69万 | 0.21% | 37,757 | -624 | -1.6% | -$4.87万 | 减仓 |
| KNSL | Kinsale Capital Group | $328.20万 | 0.24% | 9,606 | -8,227 | -46.1% | -$281.08万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc | $341.14万 | 0.25% | 8,738 | 4,910 | 128.3% | $191.69万 | 加仓 |
| PEGA | Pegasystems | $349.32万 | 0.25% | 82,077 | -34,589 | -29.6% | -$147.21万 | 减仓 |
| V | Visa Inc | $379.49万 | 0.28% | 12,556 | 2,976 | 31.1% | $89.95万 | 加仓 |
| AXON | Axon Enterprise | $388.55万 | 0.28% | 9,149 | 2,707 | 42.0% | $114.96万 | 加仓 |
| OFRM | Once Upon A Farm | $389.23万 | 0.28% | 238,059 | 238,059 | — | $389.23万 | 新建仓 |
| TSLA | Tesla Motors Inc | $392.68万 | 0.28% | 10,563 | -179 | -1.7% | -$6.65万 | 减仓 |
| ZETA | Zeta Global | $420.33万 | 0.30% | 264,027 | -108,554 | -29.1% | -$172.82万 | 减仓 |
| YSS | York Space Systems | $425.26万 | 0.31% | 191,817 | 191,817 | — | $425.26万 | 新建仓 |
| INSM | Insmed Inc | $427.88万 | 0.31% | 26,167 | 5,866 | 28.9% | $95.92万 | 加仓 |
| GE | GE Aerospace | $449.12万 | 0.33% | 15,827 | -1,706 | -9.7% | -$48.41万 | 减仓 |
| AMAT | Applied Materials | $456.87万 | 0.33% | 13,367 | 13,367 | — | $456.87万 | 新建仓 |
| EQPT | Equipmentshare.com | $462.35万 | 0.34% | 226,974 | 226,974 | — | $462.35万 | 新建仓 |
| SIBN | SI-BONE Inc | $484.94万 | 0.35% | 383,958 | 241,960 | 170.4% | $305.60万 | 加仓 |
| EVLV | Evolv Technologies | $488.43万 | 0.35% | 807,321 | -13,157 | -1.6% | -$7.96万 | 减仓 |
| VCEL | Vericel Corp | $491.49万 | 0.36% | 152,779 | 152,779 | — | $491.49万 | 新建仓 |
| CAT | Caterpillar | $495.50万 | 0.36% | 6,994 | 1,968 | 39.2% | $139.42万 | 加仓 |
| GEV | GE Vernova | $497.73万 | 0.36% | 5,702 | -687 | -10.8% | -$59.97万 | 减仓 |
| META | Meta Platforms, Inc. | $516.69万 | 0.37% | 9,031 | -152 | -1.7% | -$8.70万 | 减仓 |
| WAY | Waystar Holdings | $522.26万 | 0.38% | 216,616 | -20,419 | -8.6% | -$49.23万 | 减仓 |
| MRTN | Marten Transport | $549.32万 | 0.40% | 418,371 | 418,371 | — | $549.32万 | 新建仓 |
| SVCO | Silvaco Group | $588.99万 | 0.43% | 831,903 | 831,903 | — | $588.99万 | 新建仓 |
| BWB | Bridgewater Bancshares | $590.39万 | 0.43% | 333,554 | -5,458 | -1.6% | -$9.66万 | 减仓 |
| BE | Bloom Energy Corp | $605.61万 | 0.44% | 44,698 | -1,078 | -2.4% | -$14.61万 | 减仓 |
| HWM | Howmet Aerospace | $605.90万 | 0.44% | 26,291 | -5,831 | -18.2% | -$134.38万 | 减仓 |
| MP | MP Materials Corp | $618.90万 | 0.45% | 128,243 | -3,084 | -2.3% | -$14.88万 | 减仓 |
| TEX | Terex Corp | $644.20万 | 0.47% | 109,002 | 109,002 | — | $644.20万 | 新建仓 |
| GS | Goldman Sachs Group Com | $645.24万 | 0.47% | 7,627 | -127 | -1.6% | -$10.74万 | 减仓 |
| SARO | StandardAero Inc | $679.32万 | 0.49% | 262,996 | -6,305 | -2.3% | -$16.29万 | 减仓 |
| — | Biolife Solutions | $690.58万 | 0.50% | 361,940 | 98,969 | 37.6% | $188.83万 | 加仓 |
| ADMA | ADMA Biologics | $697.77万 | 0.51% | 774,436 | -326,337 | -29.6% | -$294.03万 | 减仓 |
| ADPT | Adaptive Biotechnologies | $700.03万 | 0.51% | 504,346 | -439,251 | -46.6% | -$609.68万 | 减仓 |
| AMZN | Amazon.Com | $706.81万 | 0.51% | 33,937 | -17,499 | -34.0% | -$364.45万 | 减仓 |
| BLLN | BillionToOne | $714.91万 | 0.52% | 90,564 | 53,905 | 147.0% | $425.53万 | 加仓 |
| LOAR | Loar Holdings | $715.77万 | 0.52% | 124,938 | 78,902 | 171.4% | $452.03万 | 加仓 |
| ORN | Orion Group Holdings | $716.04万 | 0.52% | 656,914 | -10,740 | -1.6% | -$11.71万 | 减仓 |
| MPTI | M-Tron Industries | $723.45万 | 0.52% | 108,220 | -1,664 | -1.5% | -$11.12万 | 减仓 |
| CAVA | CAVA Group | $744.24万 | 0.54% | 91,995 | 91,995 | — | $744.24万 | 新建仓 |
| PL | Planet Labs PBC | $786.88万 | 0.57% | 281,533 | -783,633 | -73.6% | -$2,190.25万 | 减仓 |
| CVLG | Covenant Logistics Group | $800.57万 | 0.58% | 294,868 | 294,868 | — | $800.57万 | 新建仓 |
| VRT | Vertiv Holdings | $808.90万 | 0.59% | 32,281 | -830 | -2.5% | -$20.80万 | 减仓 |
| FROG | JFrog | $839.46万 | 0.61% | 178,874 | -179,102 | -50.0% | -$840.53万 | 减仓 |
| FPS | Forgent Power Solutions | $848.24万 | 0.61% | 289,800 | 289,800 | — | $848.24万 | 新建仓 |
| ICHR | Ichor Holdings | $871.63万 | 0.63% | 187,005 | 187,005 | — | $871.63万 | 新建仓 |
| AAON | Aaon Inc | $898.13万 | 0.65% | 108,535 | -30,846 | -22.1% | -$255.25万 | 减仓 |
| KNX | Knight-Swift Transportation Ho | $906.83万 | 0.66% | 157,491 | 68,161 | 76.3% | $392.47万 | 重新持有 |
| KMTS | Kestra Medical Technology | $911.91万 | 0.66% | 457,558 | -8,287 | -1.8% | -$16.52万 | 减仓 |
| FEIM | Frequency Electronics | $957.67万 | 0.69% | 216,374 | -3,089 | -1.4% | -$13.67万 | 减仓 |
| TMDX | Transmedics Group Inc | $958.76万 | 0.69% | 96,445 | -2,023 | -2.1% | -$20.11万 | 减仓 |
| AVGO | Broadcom | $967.74万 | 0.70% | 31,267 | -525 | -1.7% | -$16.25万 | 减仓 |
| AIP | Arteris | $969.28万 | 0.70% | 589,585 | 96,218 | 19.5% | $158.18万 | 加仓 |
| CELH | Celsius Holdings | $983.82万 | 0.71% | 277,288 | 29,358 | 11.8% | $104.16万 | 加仓 |
| WULF | Terawulf Inc | $1,002.13万 | 0.73% | 694,476 | -486,059 | -41.2% | -$701.38万 | 减仓 |
| APLD | Applied Digital Corp | $1,025.33万 | 0.74% | 431,900 | -365,337 | -45.8% | -$867.31万 | 减仓 |
| MOD | Modine Manufacturing | $1,088.38万 | 0.79% | 50,223 | 50,223 | — | $1,088.38万 | 新建仓 |