Titelia

Holdings of NEXT CENTURY GROWTH INVESTORS LLC

104 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29 % of the equity sleeve

Sector breakdown

  • Technology 10.0 %
  • Industrials 5.4 %
  • Materials 1.8 %
  • Communication 1.3 %
  • Financials 1.2 %
  • Consumer discretionary 1.0 %
  • Health care 0.3 %
  • Consumer staples 0.2 %
  • Unattributed 78.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1041.3B $100.00 %

Positions

RankCompanySharesValueWeight
1Astronics Corp 786,31752.5M $
2Lincoln Educational Services Corp 1,040,60242.3M $
3Alignment Healthcare Inc 2,262,07639.9M $
4Artivion Inc 1,023,70137.5M $
5MYR Group Inc 129,57936.6M $
6Mirum Pharmaceuticals Inc 385,53935.6M $
7Universal Technical Institute Inc 955,10234.5M $
8Xometry Inc 787,43032.2M $
9Paymentus Holdings Inc 1,158,35329.4M $
10MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 130,25628.9M $
11Axogen Inc 865,96328.7M $
12Aehr Test Systems 754,73728M $
13Sterling Infrastructure Inc 67,40727.5M $
14Applied Optoelectronics Inc 320,73127.1M $
15Mama's Creations Inc 1,746,30826.8M $
16Coherent Corp 109,99926.2M $
17Lattice Semiconductor Corp 279,60025.9M $
18Alphatec Holdings Inc 2,370,37725.8M $
19Carpenter Technology Corp 57,17922.5M $
20RBC Bearings Inc 39,49821.5M $
21IRhythm Holdings Inc 169,30620M $
22Apple Inc 78,08719.8M $
23NVIDIA Corp 113,22319.7M $
24Ligand Pharmaceuticals Inc 95,87619.1M $
25Park Aerospace Corp 672,16818.4M $
26Ultra Clean Holdings Inc 280,54317.4M $
27SiTime Corp 49,98417.3M $
28Dutch Bros Inc 332,82816.9M $
29HeartFlow Inc 652,96915.9M $
30Saia Inc 41,15114.5M $
31Innodata Inc 368,40214.2M $
32Karman Holdings Inc 171,20313.7M $
33Legence Corp 238,11413.4M $
34Ollie's Bargain Outlet Holdings Inc 132,80012.2M $
35Agilysys Inc 160,49011.4M $
36Tactile Systems Technology Inc 428,15911.2M $
37Alphabet Inc 38,84411.2M $
38Microsoft Corp 30,00411.1M $
39Modine Manufacturing Co 50,22310.9M $
40Applied Digital Corp 431,90010.3M $
41Terawulf Inc 694,47610M $
42Celsius Holdings Inc 277,2889.8M $
43Arteris Inc 589,5859.7M $
44Broadcom Inc 31,2679.7M $
45TransMedics Group Inc 96,4459.6M $
46Frequency Electronics Inc 216,3749.6M $
47Knight-Swift Transportation Holdings Inc 157,4919.1M $
48AAON Inc 108,5359M $
49Forgent Power Solutions Inc 289,8008.5M $
50Vertiv Holdings Co 32,2818.1M $
51Covenant Logistics Group Inc 294,8688M $
52Planet Labs PBC 281,5337.9M $
53Cava Group Inc 91,9957.4M $
54M-Tron Industries Inc 108,2207.2M $
55Orion Group Holdings Inc 656,9147.2M $
56Loar Holdings Inc 124,9387.2M $
57Billiontoone Inc 90,5647.1M $
58Amazon.com Inc 33,9377.1M $
59Adaptive Biotechnologies Corp 504,3467M $
60ADMA Biologics Inc 774,4367M $
61BioLife Solutions Inc 361,9406.9M $
62StandardAero Inc 262,9966.8M $
63Goldman Sachs Group Inc/The 7,6276.5M $
64Terex Corp 109,0026.4M $
65MP Materials Corp 128,2436.2M $
66Howmet Aerospace Inc 26,2916.1M $
67Bloom Energy Corp 44,6986.1M $
68Bridgewater Bancshares Inc 333,5545.9M $
69Silvaco Group Inc 831,9035.9M $
70Marten Transport Ltd 418,3715.5M $
71Waystar Holding Corp 216,6165.2M $
72Meta Platforms Inc 9,0315.2M $
73GE Vernova Inc 5,7025M $
74Caterpillar Inc 6,9945M $
75Vericel Corp 152,7794.9M $
76Evolv Technologies Holdings Inc 807,3214.9M $
77SI-BONE Inc 383,9584.8M $
78EquipmentShare.com Inc 226,9744.6M $
79Applied Materials Inc 13,3674.6M $
80General Electric Co 15,8274.5M $
81Insmed Inc 26,1674.3M $
82York Space Systems Inc 191,8174.3M $
83Zeta Global Holdings Corp 264,0274.2M $
84Tesla Inc 10,5633.9M $
85Once Upon a Farm PBC 238,0593.9M $
86Axon Enterprise Inc 9,1493.9M $
87Visa Inc 12,5563.8M $
88Pegasystems Inc 82,0773.5M $
89Crowdstrike Holdings Inc 8,7383.4M $
90Kinsale Capital Group Inc 9,6063.3M $
91Limbach Holdings Inc 37,7572.9M $
92Quanta Services Inc 5,2932.9M $
93Advanced Micro Devices Inc 12,8672.6M $
94Mastercard Inc 5,0272.5M $
95Robinhood Markets Inc 36,1602.5M $
96Guardant Health Inc 26,9672.5M $
97Centrus Energy Corp 14,1632.5M $
98Palantir Technologies Inc 15,9022.3M $
99Wingstop Inc 14,7172.3M $
100Costco Wholesale Corp 2,2042.2M $