Stock Taper 
NEXT CENTURY GROWTH INVESTORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 51.84K | $15M |
 CAVA Group, Inc. | CAVA | 51.02K | $4M |
 Applied Optoelectronics, Inc. | AAOI | 49.99K | $7.41M |
 RBC Bearings Incorporated | RBC | 47.56K | $30.63M |
 Modine Manufacturing Company | MOD | 40.69K | $10.86M |
 Shopify Inc. | SHOP | 39.51K | $4.51M |
 Carpenter Technology Corporation | CRS | 38.49K | $23.74M |
 Robinhood Markets, Inc. | HOOD | 36.15K | $3.63M |
 Limbach Holdings, Inc. | LMB | 36K | $2.77M |
 Broadcom Inc. | AVGO | 29.74K | $11.23M |
 Glaukos Corporation | GKOS | 28.77K | $4.02M |
 Howmet Aerospace Inc. | HWM | 26.28K | $7.07M |
 Sterling Infrastructure, Inc. | STRL | 26.21K | $22M |
 Insmed Incorporated | INSM | 26.16K | $2.79M |
 SiTime Corporation | SITM | 23.82K | $17.76M |
 GE Aerospace | GE | 23.4K | $8.75M |
 Microsoft Corporation | MSFT | 21.86K | $8.15M |
 Roku, Inc. | ROKU | 20.25K | $2.8M |
 Vertiv Holdings Co | VRT | 16.5K | $5.52M |
 Arista Networks, Inc. | ANET | 14.95K | $2.54M |