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 |
|---|---|---|---|---|---|---|---|---|
| XMTR | Xometry Inc | $6,981.78万 | 3.70% | 723,351 | -64,079 | -8.1% | -$618.49万 | 减仓 |
| LGND | Ligand Pharmaceuticals | $6,275.71万 | 3.33% | 198,542 | 102,666 | 107.1% | $3,245.17万 | 加仓 |
| ALHC | Alignment Healthcare | $6,042.02万 | 3.20% | 2,537,598 | 275,522 | 12.2% | $656.02万 | 加仓 |
| ATRO | Astronics Corp | $6,038.32万 | 3.20% | 743,086 | -43,231 | -5.5% | -$351.30万 | 减仓 |
| LINC | Lincoln Educational Services | $5,865.56万 | 3.11% | 1,175,462 | 134,860 | 13.0% | $672.95万 | 加仓 |
| MIRM | Mirum Pharmaceuticals | $4,919.43万 | 2.61% | 420,213 | 34,674 | 9.0% | $405.93万 | 加仓 |
| BLLN | BillionToOne | $4,372.88万 | 2.32% | 364,467 | 273,903 | 302.4% | $3,286.29万 | 加仓 |
| GLBE | Global-E Online | $4,070.10万 | 2.16% | 1,171,927 | 409,627 | 53.7% | $1,422.63万 | 加仓 |
| UTI | Universal Technical Institute | $4,060.49万 | 2.15% | 949,379 | -5,723 | -0.6% | -$24.48万 | 减仓 |
| AXGN | Axogen Inc | $4,030.29万 | 2.14% | 872,546 | 6,583 | 0.8% | $30.41万 | 加仓 |
| AEHR | Aehr Test Systems | $3,945.48万 | 2.09% | 410,731 | -344,006 | -45.6% | -$3,304.52万 | 减仓 |
| AGYS | Agilysys | $3,825.24万 | 2.03% | 366,052 | 205,562 | 128.1% | $2,148.12万 | 加仓 |
| MYRG | MYR Group Inc | $3,679.99万 | 1.95% | 73,541 | -56,038 | -43.2% | -$2,804.14万 | 减仓 |
| PKE | Park AeroSpace | $3,654.09万 | 1.94% | 957,571 | 285,403 | 42.5% | $1,089.10万 | 加仓 |
| MAMA | Mama's Creations | $3,553.43万 | 1.88% | 1,990,717 | 244,409 | 14.0% | $436.27万 | 加仓 |
| IPGP | IPG Photonics Corp | $3,176.46万 | 1.68% | 270,752 | 270,752 | — | $3,176.46万 | 新建仓 |
| SAIA | Saia Inc | $3,176.30万 | 1.68% | 75,418 | 34,267 | 83.3% | $1,443.19万 | 加仓 |
| UCTT | Ultra Clean Holdings | $3,138.62万 | 1.66% | 220,115 | -60,428 | -21.5% | -$861.64万 | 减仓 |
| RBC | RBC Bearings Inc | $3,063.21万 | 1.62% | 47,561 | 8,063 | 20.4% | $519.31万 | 加仓 |
| GH | Guardant Health | $3,010.68万 | 1.60% | 200,672 | 173,705 | 644.1% | $2,606.10万 | 加仓 |
| FTAI | FTAI Aviation | $2,894.45万 | 1.53% | 106,992 | 8,757 | 8.9% | $236.90万 | 加仓 |
| KNX | Knight-Swift Transportation Ho | $2,887.49万 | 1.53% | 370,809 | 213,318 | 135.4% | $1,661.11万 | 加仓 |
| ALM | Almonty Industries | $2,882.19万 | 1.53% | 1,740,455 | -78,669 | -4.3% | -$130.28万 | 减仓 |
| INOD | Innodata Inc | $2,764.31万 | 1.47% | 365,746 | -2,656 | -0.7% | -$20.07万 | 减仓 |
| VCEL | Vericel Corp | $2,725.39万 | 1.45% | 612,584 | 459,805 | 301.0% | $2,045.67万 | 加仓 |
| FPS | Forgent Power Solutions | $2,569.82万 | 1.36% | 460,047 | 170,247 | 58.7% | $951.00万 | 加仓 |
| CVLG | Covenant Logistics Group | $2,438.32万 | 1.29% | 551,906 | 257,038 | 87.2% | $1,135.59万 | 加仓 |
| MTSI | MACOM Technology Solutions Hol | $2,425.73万 | 1.29% | 63,773 | -66,483 | -51.0% | -$2,528.81万 | 减仓 |
| CRS | Carpenter Technology | $2,374.16万 | 1.26% | 38,489 | -18,690 | -32.7% | -$1,152.87万 | 减仓 |
| NVDA | Nvidia Corporation | $2,264.76万 | 1.20% | 113,187 | -36 | -0.0% | -$7,203 | 减仓 |
| IRTC | iRhythm Holdings | $2,225.13万 | 1.18% | 187,064 | 17,758 | 10.5% | $211.23万 | 加仓 |
| STRL | Sterling Infrastruture | $2,199.88万 | 1.17% | 26,209 | -41,198 | -61.1% | -$3,458.00万 | 减仓 |
| LSCC | Lattice Semiconductor Corp | $2,139.39万 | 1.13% | 139,866 | -139,734 | -50.0% | -$2,137.37万 | 减仓 |
| GOOGL | Alphabet Inc-Cl A | $2,126.10万 | 1.13% | 59,493 | 20,649 | 53.2% | $737.93万 | 加仓 |
| AIP | Arteris | $2,124.25万 | 1.13% | 437,179 | -152,406 | -25.8% | -$740.54万 | 减仓 |
| FROG | JFrog | $2,096.63万 | 1.11% | 230,703 | 51,829 | 29.0% | $471.02万 | 加仓 |
| HTFL | Heartflow | $1,969.90万 | 1.04% | 671,404 | 18,435 | 2.8% | $54.09万 | 加仓 |
| PAY | Paymentus Holdings | $1,866.41万 | 0.99% | 772,520 | -385,833 | -33.3% | -$932.17万 | 减仓 |
| SITM | Sitime Corp | $1,776.30万 | 0.94% | 23,825 | -26,159 | -52.3% | -$1,950.31万 | 减仓 |
| SVCO | Silvaco Group | $1,738.78万 | 0.92% | 1,260,902 | 428,999 | 51.6% | $591.59万 | 加仓 |
| DPC | DPC Holdings | $1,702.42万 | 0.90% | 347,007 | 347,007 | — | $1,702.42万 | 新建仓 |
| ORN | Orion Group Holdings | $1,662.74万 | 0.88% | 988,549 | 331,635 | 50.5% | $557.81万 | 加仓 |
| BRZE | Braze Inc | $1,620.90万 | 0.86% | 747,301 | 747,301 | — | $1,620.90万 | 新建仓 |
| ICHR | Ichor Holdings | $1,601.22万 | 0.85% | 142,610 | -44,395 | -23.7% | -$498.47万 | 减仓 |
| — | Biolife Solutions | $1,578.13万 | 0.84% | 558,829 | 196,889 | 54.4% | $556.01万 | 加仓 |
| OUST | Ouster Inc | $1,576.92万 | 0.84% | 252,227 | 252,227 | — | $1,576.92万 | 新建仓 |
| FEIM | Frequency Electronics | $1,530.88万 | 0.81% | 230,728 | 14,354 | 6.6% | $95.24万 | 加仓 |
| AAPL | Apple Computer Inc | $1,500.07万 | 0.80% | 51,841 | -26,246 | -33.6% | -$759.45万 | 减仓 |
| BROS | Dutch Bros Inc | $1,461.54万 | 0.78% | 203,529 | -129,299 | -38.8% | -$928.50万 | 减仓 |
| TCMD | Tactile Systems | $1,430.06万 | 0.76% | 480,207 | 52,048 | 12.2% | $155.00万 | 加仓 |
| AAON | Aaon Inc | $1,395.85万 | 0.74% | 110,031 | 1,496 | 1.4% | $18.98万 | 加仓 |
| ADPT | Adaptive Biotechnologies | $1,308.09万 | 0.69% | 609,830 | 105,484 | 20.9% | $226.26万 | 加仓 |
| DOCN | DigitalOcean Holdings | $1,250.07万 | 0.66% | 79,607 | 79,607 | — | $1,250.07万 | 新建仓 |
| MPTI | M-Tron Industries | $1,231.18万 | 0.65% | 124,173 | 15,953 | 14.7% | $158.17万 | 加仓 |
| MRTN | Marten Transport | $1,213.29万 | 0.64% | 699,305 | 280,934 | 67.1% | $487.42万 | 加仓 |
| MXL | MaxLinear | $1,198.34万 | 0.64% | 93,598 | 93,598 | — | $1,198.34万 | 新建仓 |
| KMTS | Kestra Medical Technology | $1,166.44万 | 0.62% | 458,505 | 947 | 0.2% | $2.41万 | 加仓 |
| — | Astronics Corp Cl-B | $1,155.59万 | 0.61% | 152,050 | 152,050 | — | $1,155.59万 | 新建仓 |
| AVGO | Broadcom | $1,123.43万 | 0.60% | 29,740 | -1,527 | -4.9% | -$57.68万 | 减仓 |
| BLZE | BackBlaze Inc | $1,090.37万 | 0.58% | 687,498 | 687,498 | — | $1,090.37万 | 新建仓 |
| MOD | Modine Manufacturing | $1,086.48万 | 0.58% | 40,689 | -9,534 | -19.0% | -$254.58万 | 减仓 |
| WLDN | Willdan Group Inc | $999.88万 | 0.53% | 126,407 | 126,407 | — | $999.88万 | 新建仓 |
| VELO | Velo3D Inc | $971.14万 | 0.51% | 553,356 | 553,356 | — | $971.14万 | 新建仓 |
| SIBN | SI-BONE Inc | $955.19万 | 0.51% | 585,289 | 201,331 | 52.4% | $328.57万 | 加仓 |
| LOAR | Loar Holdings | $941.66万 | 0.50% | 116,817 | -8,121 | -6.5% | -$65.46万 | 减仓 |
| GE | GE Aerospace | $874.68万 | 0.46% | 23,404 | 7,577 | 47.9% | $283.18万 | 加仓 |
| EQPT | Equipmentshare.com | $844.64万 | 0.45% | 429,623 | 202,649 | 89.3% | $398.41万 | 加仓 |
| MSFT | Microsoft Corp. | $815.50万 | 0.43% | 21,862 | -8,142 | -27.1% | -$303.71万 | 减仓 |
| KRMN | Karman Holdings | $808.78万 | 0.43% | 162,015 | -9,188 | -5.4% | -$45.87万 | 减仓 |
| AMAT | Applied Materials | $785.18万 | 0.42% | 10,860 | -2,507 | -18.8% | -$181.26万 | 减仓 |
| GS | Goldman Sachs Group Com | $771.17万 | 0.41% | 7,625 | -2 | -0.0% | -$2,023 | 减仓 |
| SARO | StandardAero Inc | $751.89万 | 0.40% | 251,383 | -11,613 | -4.4% | -$34.73万 | 减仓 |
| GHM | Graham Corp | $748.92万 | 0.40% | 60,499 | 60,499 | — | $748.92万 | 新建仓 |
| AAOI | Applied Optoelectronics | $740.64万 | 0.39% | 49,989 | -270,742 | -84.4% | -$4,011.31万 | 减仓 |
| HWM | Howmet Aerospace | $706.64万 | 0.37% | 26,283 | -8 | -0.0% | -$2,151 | 减仓 |
| MP | MP Materials Corp | $686.57万 | 0.36% | 122,580 | -5,663 | -4.4% | -$31.72万 | 减仓 |
| BWB | Bridgewater Bancshares | $669.87万 | 0.36% | 318,380 | -15,174 | -4.5% | -$31.93万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc | $666.60万 | 0.35% | 8,735 | -3 | -0.0% | -$2,289 | 减仓 |
| TEX | Terex Corp | $615.55万 | 0.33% | 85,033 | -23,969 | -22.0% | -$173.51万 | 减仓 |
| OFRM | Once Upon A Farm | $606.38万 | 0.32% | 296,084 | 58,025 | 24.4% | $118.84万 | 加仓 |
| AMD | Advanced Micro Devices | $593.57万 | 0.31% | 10,218 | -2,649 | -20.6% | -$153.88万 | 减仓 |
| VRT | Vertiv Holdings | $552.49万 | 0.29% | 16,501 | -15,780 | -48.9% | -$528.35万 | 减仓 |
| OLLI | Ollie's Bargain Outlet | $535.28万 | 0.28% | 69,625 | -63,175 | -47.6% | -$485.69万 | 减仓 |
| CAT | Caterpillar | $525.21万 | 0.28% | 4,932 | -2,062 | -29.5% | -$219.58万 | 减仓 |
| PL | Planet Labs PBC | $502.54万 | 0.27% | 151,686 | -129,847 | -46.1% | -$430.18万 | 减仓 |
| KOPN | Kopin Corp | $480.10万 | 0.25% | 1,071,652 | 834,345 | 351.6% | $373.79万 | 加仓 |
| SHOP | Shopify Inc | $451.07万 | 0.24% | 39,505 | 15,051 | 61.5% | $171.85万 | 加仓 |
| META | Meta Platforms, Inc. | $431.09万 | 0.23% | 7,653 | -1,378 | -15.3% | -$77.62万 | 减仓 |
| V | Visa Inc | $430.68万 | 0.23% | 12,553 | -3 | -0.0% | -$1,029 | 减仓 |
| BRUN | Boost Run Inc | $409.47万 | 0.22% | 105,506 | 105,506 | — | $409.47万 | 新建仓 |
| GKOS | Glaukos Corporation | $402.02万 | 0.21% | 28,765 | 28,765 | — | $402.02万 | 新建仓 |
| CAVA | CAVA Group | $400.39万 | 0.21% | 51,018 | -40,977 | -44.5% | -$321.59万 | 减仓 |
| UMAC | Unusual Machines | $393.05万 | 0.21% | 176,254 | 176,254 | — | $393.05万 | 新建仓 |
| GEV | GE Vernova | $384.88万 | 0.20% | 3,276 | -2,426 | -42.5% | -$285.02万 | 减仓 |
| PWR | Quanta Services | $380.97万 | 0.20% | 5,291 | -2 | -0.0% | -$1,440 | 减仓 |
| HOOD | Robinhood Markets | $362.52万 | 0.19% | 36,151 | -9 | -0.0% | -$903 | 减仓 |
| COHR | Coherent Corp | $332.06万 | 0.18% | 8,418 | -101,581 | -92.3% | -$4,007.07万 | 减仓 |
| AXON | Axon Enterprise | $283.28万 | 0.15% | 5,053 | -4,096 | -44.8% | -$229.63万 | 减仓 |
| EVLV | Evolv Technologies | $281.51万 | 0.15% | 485,360 | -321,961 | -39.9% | -$186.74万 | 减仓 |
| ROKU | Roku Inc | $279.79万 | 0.15% | 20,254 | -5 | -0.0% | -$691 | 减仓 |