NCGI
Next Century Growth Investors Portfolio holdings
AUM
$1.37B
1-Year Est. Return
81.91%
1 Year Est. Return
+81.91%
AUM
$1.37B
AUM Growth
+$77.5M
(+6%)
Holding
157
Top Buys
| 1 | +$23.1M | |
| 2 | +$19.6M | |
| 3 | +$18.9M | |
| 4 |
Applied Digital
APLD
|
+$14M |
| 5 |
MP Materials
MP
|
+$13.6M |
Top Sells
| 1 | +$29M | |
| 2 | +$28.5M | |
| 3 | +$22M | |
| 4 |
Sterling Infrastructure
STRL
|
+$20.7M |
| 5 |
EXL Service
EXLS
|
+$16.5M |
Sector Composition
| 1 | Industrials | 29.67% |
| 2 | Technology | 28.9% |
| 3 | Healthcare | 19.56% |
| 4 | Consumer Staples | 8.43% |
| 5 | Financials | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vericel Corp
VCEL
$1.83B
| – | – |
-668,649
|
|
||
152
Veracyte
VCYT
$3.53B
| – | – |
-242,774
|
|
||
153
Vertex
VERX
$3.14B
| – | – |
-331,383
|
|
||
154
Weave Communications
WEAV
$502M
| – | – |
-229,306
|
|
||
|
PAL
155
Proficient Auto Logistics
PAL
$261M
| – | – |
-222,465
|
|
||
|
BOW
156
Bowhead Specialty Holdings
BOW
$836M
| – | – |
-153,411
|
|
||
|
CBLL
157
CeriBell Inc
CBLL
$732M
| – | – |
-199,082
|
|