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 |
|---|---|---|---|---|---|---|---|---|
| MA | Mastercard Inc | $251.18万 | 0.18% | 5,027 | -86 | -1.7% | -$4.30万 | 减仓 |
| HOOD | Robinhood Markets | $250.59万 | 0.18% | 36,160 | -607 | -1.7% | -$4.21万 | 减仓 |
| GH | Guardant Health | $249.09万 | 0.18% | 26,967 | 8,483 | 45.9% | $78.36万 | 加仓 |
| LEU | Centrus Energy Corp | $245.86万 | 0.18% | 14,163 | -19,299 | -57.7% | -$335.01万 | 减仓 |
| PLTR | Palantir Technologies | $232.61万 | 0.17% | 15,902 | 15,902 | — | $232.61万 | 新建仓 |
| WING | Wingstop | $228.07万 | 0.17% | 14,717 | -10,925 | -42.6% | -$169.30万 | 减仓 |
| COST | Costco Wholesale Corp | $219.61万 | 0.16% | 2,204 | -38 | -1.7% | -$3.79万 | 减仓 |
| APP | Applovin | $194.98万 | 0.14% | 4,899 | -3,291 | -40.2% | -$130.98万 | 减仓 |
| ROKU | Roku Inc | $191.69万 | 0.14% | 20,259 | -340 | -1.7% | -$3.22万 | 减仓 |
| STX | Seagate Technology Holdings | $185.03万 | 0.13% | 4,723 | 4,723 | — | $185.03万 | 新建仓 |
| CVNA | Carvana | $173.29万 | 0.13% | 5,512 | -92 | -1.6% | -$2.89万 | 减仓 |
| KOPN | Kopin Corp | $53.39万 | 0.04% | 237,307 | 237,307 | — | $53.39万 | 新建仓 |
| 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 |