NEXT CENTURY GROWTH INVESTORS LLC
PLYMOUTH MN · SEC CIK 0001134007
$18.86亿2026Q2 申报市值
113持仓数
27.9%前十大占比 · 第一大 3.7%
18 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BLLN 加仓+$3,286.29万
LGND 加仓+$3,245.17万
IPGP 新建仓+$3,176.46万
GH 加仓+$2,606.10万
AGYS 加仓+$2,148.12万
2026Q2 卖出最多 按季末市值估算
AAOI 减仓-$4,011.31万
COHR 减仓-$4,007.07万
AORT 清仓-$3,748.79万
STRL 减仓-$3,458.00万
AEHR 减仓-$3,304.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corporation | $2,264.76万 | 1.20% | 113,187 | -36 | -0.0% | -$7,203 | 减仓 |
| CRS | Carpenter Technology | $2,374.16万 | 1.26% | 38,489 | -18,690 | -32.7% | -$1,152.87万 | 减仓 |
| MTSI | MACOM Technology Solutions Hol | $2,425.73万 | 1.29% | 63,773 | -66,483 | -51.0% | -$2,528.81万 | 减仓 |
| CVLG | Covenant Logistics Group | $2,438.32万 | 1.29% | 551,906 | 257,038 | 87.2% | $1,135.59万 | 加仓 |
| FPS | Forgent Power Solutions | $2,569.82万 | 1.36% | 460,047 | 170,247 | 58.7% | $951.00万 | 加仓 |
| VCEL | Vericel Corp | $2,725.39万 | 1.45% | 612,584 | 459,805 | 301.0% | $2,045.67万 | 加仓 |
| INOD | Innodata Inc | $2,764.31万 | 1.47% | 365,746 | -2,656 | -0.7% | -$20.07万 | 减仓 |
| ALM | Almonty Industries | $2,882.19万 | 1.53% | 1,740,455 | -78,669 | -4.3% | -$130.28万 | 减仓 |
| KNX | Knight-Swift Transportation Ho | $2,887.49万 | 1.53% | 370,809 | 213,318 | 135.4% | $1,661.11万 | 加仓 |
| FTAI | FTAI Aviation | $2,894.45万 | 1.53% | 106,992 | 8,757 | 8.9% | $236.90万 | 加仓 |
| GH | Guardant Health | $3,010.68万 | 1.60% | 200,672 | 173,705 | 644.1% | $2,606.10万 | 加仓 |
| RBC | RBC Bearings Inc | $3,063.21万 | 1.62% | 47,561 | 8,063 | 20.4% | $519.31万 | 加仓 |
| UCTT | Ultra Clean Holdings | $3,138.62万 | 1.66% | 220,115 | -60,428 | -21.5% | -$861.64万 | 减仓 |
| SAIA | Saia Inc | $3,176.30万 | 1.68% | 75,418 | 34,267 | 83.3% | $1,443.19万 | 加仓 |
| IPGP | IPG Photonics Corp | $3,176.46万 | 1.68% | 270,752 | 270,752 | — | $3,176.46万 | 新建仓 |
| MAMA | Mama's Creations | $3,553.43万 | 1.88% | 1,990,717 | 244,409 | 14.0% | $436.27万 | 加仓 |
| PKE | Park AeroSpace | $3,654.09万 | 1.94% | 957,571 | 285,403 | 42.5% | $1,089.10万 | 加仓 |
| MYRG | MYR Group Inc | $3,679.99万 | 1.95% | 73,541 | -56,038 | -43.2% | -$2,804.14万 | 减仓 |
| AGYS | Agilysys | $3,825.24万 | 2.03% | 366,052 | 205,562 | 128.1% | $2,148.12万 | 加仓 |
| AEHR | Aehr Test Systems | $3,945.48万 | 2.09% | 410,731 | -344,006 | -45.6% | -$3,304.52万 | 减仓 |
| AXGN | Axogen Inc | $4,030.29万 | 2.14% | 872,546 | 6,583 | 0.8% | $30.41万 | 加仓 |
| UTI | Universal Technical Institute | $4,060.49万 | 2.15% | 949,379 | -5,723 | -0.6% | -$24.48万 | 减仓 |
| GLBE | Global-E Online | $4,070.10万 | 2.16% | 1,171,927 | 409,627 | 53.7% | $1,422.63万 | 加仓 |
| BLLN | BillionToOne | $4,372.88万 | 2.32% | 364,467 | 273,903 | 302.4% | $3,286.29万 | 加仓 |
| MIRM | Mirum Pharmaceuticals | $4,919.43万 | 2.61% | 420,213 | 34,674 | 9.0% | $405.93万 | 加仓 |
| LINC | Lincoln Educational Services | $5,865.56万 | 3.11% | 1,175,462 | 134,860 | 13.0% | $672.95万 | 加仓 |
| ATRO | Astronics Corp | $6,038.32万 | 3.20% | 743,086 | -43,231 | -5.5% | -$351.30万 | 减仓 |
| ALHC | Alignment Healthcare | $6,042.02万 | 3.20% | 2,537,598 | 275,522 | 12.2% | $656.02万 | 加仓 |
| LGND | Ligand Pharmaceuticals | $6,275.71万 | 3.33% | 198,542 | 102,666 | 107.1% | $3,245.17万 | 加仓 |
| XMTR | Xometry Inc | $6,981.78万 | 3.70% | 723,351 | -64,079 | -8.1% | -$618.49万 | 减仓 |