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 |
|---|---|---|---|---|---|---|---|---|
| ATRO | Astronics Corp | $5,247.09万 | 3.80% | 786,317 | -281,295 | -26.3% | -$1,877.08万 | 减仓 |
| LINC | Lincoln Educational Services | $4,233.17万 | 3.07% | 1,040,602 | 249,331 | 31.5% | $1,014.28万 | 加仓 |
| ALHC | Alignment Healthcare | $3,985.78万 | 2.89% | 2,262,076 | -46,211 | -2.0% | -$81.42万 | 减仓 |
| AORT | Artivion Inc | $3,748.79万 | 2.72% | 1,023,701 | -20,694 | -2.0% | -$75.78万 | 减仓 |
| MYRG | MYR Group Inc | $3,658.27万 | 2.65% | 129,579 | -2,917 | -2.2% | -$82.35万 | 减仓 |
| MIRM | Mirum Pharmaceuticals | $3,561.61万 | 2.58% | 385,539 | 17,504 | 4.8% | $161.70万 | 加仓 |
| UTI | Universal Technical Institute | $3,447.92万 | 2.50% | 955,102 | -167,965 | -15.0% | -$606.35万 | 减仓 |
| XMTR | Xometry Inc | $3,215.86万 | 2.33% | 787,430 | -16,183 | -2.0% | -$66.09万 | 减仓 |
| PAY | Paymentus Holdings | $2,942.22万 | 2.13% | 1,158,353 | -23,271 | -2.0% | -$59.11万 | 减仓 |
| MTSI | MACOM Technology Solutions Hol | $2,892.59万 | 2.10% | 130,256 | 4,790 | 3.8% | $106.37万 | 加仓 |
| AXGN | Axogen Inc | $2,868.94万 | 2.08% | 865,963 | 66,081 | 8.3% | $218.93万 | 加仓 |
| AEHR | Aehr Test Systems | $2,798.56万 | 2.03% | 754,737 | 202,231 | 36.6% | $749.87万 | 加仓 |
| STRL | Sterling Infrastruture | $2,745.28万 | 1.99% | 67,407 | -14,532 | -17.7% | -$591.84万 | 减仓 |
| AAOI | Applied Optoelectronics | $2,713.06万 | 1.97% | 320,731 | -144,557 | -31.1% | -$1,222.81万 | 减仓 |
| MAMA | Mama's Creations | $2,678.84万 | 1.94% | 1,746,308 | 54,913 | 3.2% | $84.24万 | 加仓 |
| ALM | Almonty Industries | $2,634.09万 | 1.91% | 1,819,124 | -36,136 | -1.9% | -$52.32万 | 减仓 |
| COHR | Coherent Corp | $2,620.29万 | 1.90% | 109,999 | 10,482 | 10.5% | $249.69万 | 加仓 |
| LSCC | Lattice Semiconductor Corp | $2,593.57万 | 1.88% | 279,600 | -31,345 | -10.1% | -$290.76万 | 减仓 |
| ATEC | Alphatec Holdings Inc | $2,578.97万 | 1.87% | 2,370,377 | -47,921 | -2.0% | -$52.14万 | 减仓 |
| FTAI | FTAI Aviation | $2,406.76万 | 1.74% | 98,235 | -19,677 | -16.7% | -$482.09万 | 减仓 |
| GLBE | Global-E Online | $2,351.70万 | 1.70% | 762,300 | 487,592 | 177.5% | $1,504.22万 | 加仓 |
| CRS | Carpenter Technology | $2,253.71万 | 1.63% | 57,179 | -1,376 | -2.3% | -$54.24万 | 减仓 |
| RBC | RBC Bearings Inc | $2,145.22万 | 1.56% | 39,498 | 2,734 | 7.4% | $148.49万 | 加仓 |
| IRTC | iRhythm Holdings | $1,998.15万 | 1.45% | 169,306 | -3,532 | -2.0% | -$41.68万 | 减仓 |
| AAPL | Apple Computer Inc | $1,981.77万 | 1.44% | 78,087 | -1,315 | -1.7% | -$33.37万 | 减仓 |
| NVDA | Nvidia Corporation | $1,974.61万 | 1.43% | 113,223 | -10,980 | -8.8% | -$191.49万 | 减仓 |
| LGND | Ligand Pharmaceuticals | $1,914.16万 | 1.39% | 95,876 | 95,876 | — | $1,914.16万 | 新建仓 |
| PKE | Park AeroSpace | $1,840.40万 | 1.33% | 672,168 | 146,114 | 27.8% | $400.06万 | 加仓 |
| UCTT | Ultra Clean Holdings | $1,744.42万 | 1.26% | 280,543 | 280,543 | — | $1,744.42万 | 新建仓 |
| SITM | Sitime Corp | $1,726.20万 | 1.25% | 49,984 | 10,785 | 27.5% | $372.46万 | 加仓 |
| BROS | Dutch Bros Inc | $1,686.11万 | 1.22% | 332,828 | 23,918 | 7.7% | $121.17万 | 加仓 |
| HTFL | Heartflow | $1,588.67万 | 1.15% | 652,969 | 652,969 | — | $1,588.67万 | 新建仓 |
| SAIA | Saia Inc | $1,445.55万 | 1.05% | 41,151 | 10,412 | 33.9% | $365.75万 | 加仓 |
| INOD | Innodata Inc | $1,422.77万 | 1.03% | 368,402 | 2,567 | 0.7% | $9.91万 | 加仓 |
| KRMN | Karman Holdings | $1,370.48万 | 0.99% | 171,203 | -61,117 | -26.3% | -$489.24万 | 减仓 |
| LGN | Legence Corp | $1,344.39万 | 0.97% | 238,114 | -3,931 | -1.6% | -$22.19万 | 减仓 |
| OLLI | Ollie's Bargain Outlet | $1,222.29万 | 0.89% | 132,800 | 47,633 | 55.9% | $438.41万 | 加仓 |
| AGYS | Agilysys | $1,141.73万 | 0.83% | 160,490 | 77,500 | 93.4% | $551.33万 | 加仓 |
| TCMD | Tactile Systems | $1,118.78万 | 0.81% | 428,159 | 38,179 | 9.8% | $99.76万 | 加仓 |
| GOOGL | Alphabet Inc-Cl A | $1,117.00万 | 0.81% | 38,844 | 4,550 | 13.3% | $130.84万 | 加仓 |
| MSFT | Microsoft Corp. | $1,110.66万 | 0.81% | 30,004 | -13,208 | -30.6% | -$488.92万 | 减仓 |
| MOD | Modine Manufacturing | $1,088.38万 | 0.79% | 50,223 | 50,223 | — | $1,088.38万 | 新建仓 |
| APLD | Applied Digital Corp | $1,025.33万 | 0.74% | 431,900 | -365,337 | -45.8% | -$867.31万 | 减仓 |
| WULF | Terawulf Inc | $1,002.13万 | 0.73% | 694,476 | -486,059 | -41.2% | -$701.38万 | 减仓 |
| CELH | Celsius Holdings | $983.82万 | 0.71% | 277,288 | 29,358 | 11.8% | $104.16万 | 加仓 |
| AIP | Arteris | $969.28万 | 0.70% | 589,585 | 96,218 | 19.5% | $158.18万 | 加仓 |
| AVGO | Broadcom | $967.74万 | 0.70% | 31,267 | -525 | -1.7% | -$16.25万 | 减仓 |
| TMDX | Transmedics Group Inc | $958.76万 | 0.69% | 96,445 | -2,023 | -2.1% | -$20.11万 | 减仓 |
| FEIM | Frequency Electronics | $957.67万 | 0.69% | 216,374 | -3,089 | -1.4% | -$13.67万 | 减仓 |
| KMTS | Kestra Medical Technology | $911.91万 | 0.66% | 457,558 | -8,287 | -1.8% | -$16.52万 | 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 |
| AAON | Aaon Inc | $898.13万 | 0.65% | 108,535 | -30,846 | -22.1% | -$255.25万 | 减仓 |
| ICHR | Ichor Holdings | $871.63万 | 0.63% | 187,005 | 187,005 | — | $871.63万 | 新建仓 |
| FPS | Forgent Power Solutions | $848.24万 | 0.61% | 289,800 | 289,800 | — | $848.24万 | 新建仓 |
| FROG | JFrog | $839.46万 | 0.61% | 178,874 | -179,102 | -50.0% | -$840.53万 | 减仓 |
| VRT | Vertiv Holdings | $808.90万 | 0.59% | 32,281 | -830 | -2.5% | -$20.80万 | 减仓 |
| CVLG | Covenant Logistics Group | $800.57万 | 0.58% | 294,868 | 294,868 | — | $800.57万 | 新建仓 |
| PL | Planet Labs PBC | $786.88万 | 0.57% | 281,533 | -783,633 | -73.6% | -$2,190.25万 | 减仓 |
| CAVA | CAVA Group | $744.24万 | 0.54% | 91,995 | 91,995 | — | $744.24万 | 新建仓 |
| MPTI | M-Tron Industries | $723.45万 | 0.52% | 108,220 | -1,664 | -1.5% | -$11.12万 | 减仓 |
| ORN | Orion Group Holdings | $716.04万 | 0.52% | 656,914 | -10,740 | -1.6% | -$11.71万 | 减仓 |
| LOAR | Loar Holdings | $715.77万 | 0.52% | 124,938 | 78,902 | 171.4% | $452.03万 | 加仓 |
| BLLN | BillionToOne | $714.91万 | 0.52% | 90,564 | 53,905 | 147.0% | $425.53万 | 加仓 |
| AMZN | Amazon.Com | $706.81万 | 0.51% | 33,937 | -17,499 | -34.0% | -$364.45万 | 减仓 |
| ADPT | Adaptive Biotechnologies | $700.03万 | 0.51% | 504,346 | -439,251 | -46.6% | -$609.68万 | 减仓 |
| ADMA | ADMA Biologics | $697.77万 | 0.51% | 774,436 | -326,337 | -29.6% | -$294.03万 | 减仓 |
| — | Biolife Solutions | $690.58万 | 0.50% | 361,940 | 98,969 | 37.6% | $188.83万 | 加仓 |
| SARO | StandardAero Inc | $679.32万 | 0.49% | 262,996 | -6,305 | -2.3% | -$16.29万 | 减仓 |
| GS | Goldman Sachs Group Com | $645.24万 | 0.47% | 7,627 | -127 | -1.6% | -$10.74万 | 减仓 |
| TEX | Terex Corp | $644.20万 | 0.47% | 109,002 | 109,002 | — | $644.20万 | 新建仓 |
| MP | MP Materials Corp | $618.90万 | 0.45% | 128,243 | -3,084 | -2.3% | -$14.88万 | 减仓 |
| HWM | Howmet Aerospace | $605.90万 | 0.44% | 26,291 | -5,831 | -18.2% | -$134.38万 | 减仓 |
| BE | Bloom Energy Corp | $605.61万 | 0.44% | 44,698 | -1,078 | -2.4% | -$14.61万 | 减仓 |
| BWB | Bridgewater Bancshares | $590.39万 | 0.43% | 333,554 | -5,458 | -1.6% | -$9.66万 | 减仓 |
| SVCO | Silvaco Group | $588.99万 | 0.43% | 831,903 | 831,903 | — | $588.99万 | 新建仓 |
| MRTN | Marten Transport | $549.32万 | 0.40% | 418,371 | 418,371 | — | $549.32万 | 新建仓 |
| WAY | Waystar Holdings | $522.26万 | 0.38% | 216,616 | -20,419 | -8.6% | -$49.23万 | 减仓 |
| META | Meta Platforms, Inc. | $516.69万 | 0.37% | 9,031 | -152 | -1.7% | -$8.70万 | 减仓 |
| GEV | GE Vernova | $497.73万 | 0.36% | 5,702 | -687 | -10.8% | -$59.97万 | 减仓 |
| CAT | Caterpillar | $495.50万 | 0.36% | 6,994 | 1,968 | 39.2% | $139.42万 | 加仓 |
| VCEL | Vericel Corp | $491.49万 | 0.36% | 152,779 | 152,779 | — | $491.49万 | 新建仓 |
| EVLV | Evolv Technologies | $488.43万 | 0.35% | 807,321 | -13,157 | -1.6% | -$7.96万 | 减仓 |
| SIBN | SI-BONE Inc | $484.94万 | 0.35% | 383,958 | 241,960 | 170.4% | $305.60万 | 加仓 |
| EQPT | Equipmentshare.com | $462.35万 | 0.34% | 226,974 | 226,974 | — | $462.35万 | 新建仓 |
| AMAT | Applied Materials | $456.87万 | 0.33% | 13,367 | 13,367 | — | $456.87万 | 新建仓 |
| GE | GE Aerospace | $449.12万 | 0.33% | 15,827 | -1,706 | -9.7% | -$48.41万 | 减仓 |
| INSM | Insmed Inc | $427.88万 | 0.31% | 26,167 | 5,866 | 28.9% | $95.92万 | 加仓 |
| YSS | York Space Systems | $425.26万 | 0.31% | 191,817 | 191,817 | — | $425.26万 | 新建仓 |
| ZETA | Zeta Global | $420.33万 | 0.30% | 264,027 | -108,554 | -29.1% | -$172.82万 | 减仓 |
| TSLA | Tesla Motors Inc | $392.68万 | 0.28% | 10,563 | -179 | -1.7% | -$6.65万 | 减仓 |
| OFRM | Once Upon A Farm | $389.23万 | 0.28% | 238,059 | 238,059 | — | $389.23万 | 新建仓 |
| AXON | Axon Enterprise | $388.55万 | 0.28% | 9,149 | 2,707 | 42.0% | $114.96万 | 加仓 |
| V | Visa Inc | $379.49万 | 0.28% | 12,556 | 2,976 | 31.1% | $89.95万 | 加仓 |
| PEGA | Pegasystems | $349.32万 | 0.25% | 82,077 | -34,589 | -29.6% | -$147.21万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc | $341.14万 | 0.25% | 8,738 | 4,910 | 128.3% | $191.69万 | 加仓 |
| KNSL | Kinsale Capital Group | $328.20万 | 0.24% | 9,606 | -8,227 | -46.1% | -$281.08万 | 减仓 |
| LMB | Limbach Holdings | $294.69万 | 0.21% | 37,757 | -624 | -1.6% | -$4.87万 | 减仓 |
| PWR | Quanta Services | $290.60万 | 0.21% | 5,293 | -203 | -3.7% | -$11.15万 | 减仓 |
| SHOP | Shopify Inc | $290.07万 | 0.21% | 24,454 | -13,582 | -35.7% | -$161.11万 | 减仓 |
| AMD | Advanced Micro Devices | $261.75万 | 0.19% | 12,867 | -219 | -1.7% | -$4.46万 | 减仓 |