Next Century Growth Investors LLC 13F 持仓 · 2026年Q2
Next Century Growth Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 18.86 亿美元。前几大持仓：XMTR（3.70%）、LGND（3.33%）、ALHC（3.20%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XMTR | Xometry Inc | $69.8M | 3.70% | 723,351 | 减持 |
| 2 | LGND | Ligand Pharmaceuticals | $62.8M | 3.33% | 198,542 | 增持 |
| 3 | ALHC | Alignment Healthcare | $60.4M | 3.20% | 2.5M | 增持 |
| 4 | ATRO | Astronics Corp | $60.4M | 3.20% | 743,086 | 减持 |
| 5 | LINC | Lincoln Educational Services | $58.7M | 3.11% | 1.2M | 增持 |
| 6 | MIRM | Mirum Pharmaceuticals | $49.2M | 2.61% | 420,213 | 增持 |
| 7 | BLLN | BillionToOne | $43.7M | 2.32% | 364,467 | 增持 |
| 8 | GLBE | Global-E Online | $40.7M | 2.16% | 1.2M | 增持 |
| 9 | UTI | Universal Technical Institute | $40.6M | 2.15% | 949,379 | 减持 |
| 10 | AXGN | Axogen Inc | $40.3M | 2.14% | 872,546 | 增持 |
| 11 | AEHR | Aehr Test Systems | $39.5M | 2.09% | 410,731 | 减持 |
| 12 | AGYS | Agilysys | $38.3M | 2.03% | 366,052 | 增持 |
| 13 | MYRG | MYR Group Inc | $36.8M | 1.95% | 73,541 | 减持 |
| 14 | PKE | Park AeroSpace | $36.5M | 1.94% | 957,571 | 增持 |
| 15 | MAMA | Mama's Creations | $35.5M | 1.88% | 2.0M | 增持 |
| 16 | IPGP | IPG Photonics Corp | $31.8M | 1.68% | 270,752 | 新建仓 |
| 17 | SAIA | Saia Inc | $31.8M | 1.68% | 75,418 | 增持 |
| 18 | UCTT | Ultra Clean Holdings | $31.4M | 1.66% | 220,115 | 减持 |
| 19 | RBC | RBC Bearings Inc | $30.6M | 1.62% | 47,561 | 增持 |
| 20 | GH | Guardant Health | $30.1M | 1.60% | 200,672 | 增持 |
| 21 | ALM | Almonty Industries | $28.8M | 1.53% | 1.7M | 减持 |
| 22 | FTAI | FTAI Aviation | $28.9M | 1.53% | 106,992 | 增持 |
| 23 | KNX | Knight-Swift Transportation Ho | $28.9M | 1.53% | 370,809 | 增持 |
| 24 | INOD | Innodata Inc | $27.6M | 1.47% | 365,746 | 减持 |
| 25 | VCEL | Vericel Corp | $27.3M | 1.45% | 612,584 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR