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 |
|---|---|---|---|---|---|---|---|---|
| INSM | Insmed Inc | $278.91万 | 0.15% | 26,159 | -8 | -0.0% | -$853 | 减仓 |
| STX | Seagate Technology Holdings | $277.92万 | 0.15% | 2,880 | -1,843 | -39.0% | -$177.85万 | 减仓 |
| LMB | Limbach Holdings | $277.22万 | 0.15% | 36,002 | -1,755 | -4.6% | -$13.51万 | 减仓 |
| ASML | ASML Holding | $268.38万 | 0.14% | 1,349 | 1,349 | — | $268.38万 | 新建仓 |
| MA | Mastercard Inc | $258.14万 | 0.14% | 5,026 | -1 | -0.0% | -$514 | 减仓 |
| ANET | Arista Networks | $254.00万 | 0.13% | 14,952 | 14,952 | — | $254.00万 | 新建仓 |
| AMZN | Amazon.Com | $237.24万 | 0.13% | 9,954 | -23,983 | -70.7% | -$571.61万 | 减仓 |
| TSLA | Tesla Motors Inc | $228.64万 | 0.12% | 5,436 | -5,127 | -48.5% | -$215.64万 | 减仓 |
| MRVL | Marvell Technology | $224.58万 | 0.12% | 7,539 | 7,539 | — | $224.58万 | 新建仓 |
| COST | Costco Wholesale Corp | $206.08万 | 0.11% | 2,203 | -1 | -0.0% | -$935 | 减仓 |
| APP | Applovin | $198.72万 | 0.11% | 3,857 | -1,042 | -21.3% | -$53.69万 | 减仓 |
| BE | Bloom Energy Corp | $176.53万 | 0.09% | 5,832 | -38,866 | -87.0% | -$1,176.47万 | 减仓 |
| — | Legacy Education | $72.30万 | 0.04% | 61,479 | 61,479 | — | $72.30万 | 新建仓 |
| AORT | Artivion Inc | $0 | 0.00% | 0 | -1,023,701 | -100.0% | -$3,748.79万 | 清仓 |
| ATEC | Alphatec Holdings Inc | $0 | 0.00% | 0 | -2,370,377 | -100.0% | -$2,578.97万 | 清仓 |
| LGN | Legence Corp | $0 | 0.00% | 0 | -238,114 | -100.0% | -$1,344.39万 | 清仓 |
| APLD | Applied Digital Corp | $0 | 0.00% | 0 | -431,900 | -100.0% | -$1,025.33万 | 清仓 |
| WULF | Terawulf Inc | $0 | 0.00% | 0 | -694,476 | -100.0% | -$1,002.13万 | 清仓 |
| CELH | Celsius Holdings | $0 | 0.00% | 0 | -277,288 | -100.0% | -$983.82万 | 清仓 |
| TMDX | Transmedics Group Inc | $0 | 0.00% | 0 | -96,445 | -100.0% | -$958.76万 | 清仓 |
| ADMA | ADMA Biologics | $0 | 0.00% | 0 | -774,436 | -100.0% | -$697.77万 | 清仓 |
| WAY | Waystar Holdings | $0 | 0.00% | 0 | -216,616 | -100.0% | -$522.26万 | 清仓 |
| YSS | York Space Systems | $0 | 0.00% | 0 | -191,817 | -100.0% | -$425.26万 | 清仓 |
| ZETA | Zeta Global | $0 | 0.00% | 0 | -264,027 | -100.0% | -$420.33万 | 清仓 |
| PEGA | Pegasystems | $0 | 0.00% | 0 | -82,077 | -100.0% | -$349.32万 | 清仓 |
| KNSL | Kinsale Capital Group | $0 | 0.00% | 0 | -9,606 | -100.0% | -$328.20万 | 清仓 |
| LEU | Centrus Energy Corp | $0 | 0.00% | 0 | -14,163 | -100.0% | -$245.86万 | 清仓 |
| PLTR | Palantir Technologies | $0 | 0.00% | 0 | -15,902 | -100.0% | -$232.61万 | 清仓 |
| WING | Wingstop | $0 | 0.00% | 0 | -14,717 | -100.0% | -$228.07万 | 清仓 |
| CVNA | Carvana | $0 | 0.00% | 0 | -27,560 | -100.0% | -$173.29万 | 清仓 |