NEXT CENTURY GROWTH INVESTORS LLC Information

5500 WAYZATA BLVD, MINNEAPOLIS, Minnesota, 55416, (763) 591-4490

Report Date: 06/30/2014

Position Statistics

Total Positions 208
New Positions 22
Increased Positions 109
Decreased Positions 94
Positions with Activity 203
Sold Out Positions 27
Total Mkt Value (in $ millions) 2,983

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.26%
Capital Goods 8.75%
Conglomerates 3.21%
Consumer Cyclical 3.61%
Consumer/Non-Cyclical 0.15%
Energy 0.69%
Financial 5.72%
Healthcare 18.7%
Services 15.73%
Technology 28.46%
Transportation 4.67%
Utilities

208 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PACIRA PHARMACEUTICALS INC COM 102,115 -24,545 (19.38) 967,638
CENTENE CORP DEL COM 78,798 14 .02 1,045,072
ULTIMATE SOFTWARE GROUP INC COM 73,884 10,202 16.02 507,831
INSULET CORP COM 64,360 1,801 2.88 1,786,792
H & E EQUIPMENT SERVICES INC COM 62,753 -1,498 (2.33) 1,593,920
SERVICENOW INC COM 59,042 -5,034 (7.86) 1,023,073
OLD DOMINION FGHT LINES INC COM 56,927 -15,761 (21.68) 844,996
ADVISORY BRD CO COM 54,916 -5,431 (9) 1,081,457
EPAM SYS INC COM 47,102 -1,680 (3.44) 1,177,257
ACADIA HEALTHCARE COMPANY INC COM 46,635 9,346 25.06 924,203
GRANITE CONSTR INC COM 46,203 8,801 23.53 1,338,441
FINANCIAL ENGINES INC COM 46,052 -9,777 (17.51) 1,286,013
MARKETO INC COM 45,427 12,171 36.60 1,609,168
CARDIOVASCULAR SYS INC DEL COM 45,320 -2,345 (4.92) 1,547,289
SPLUNK INC COM 43,985 -183 (0.41) 995,595
SHUTTERSTOCK INC COM 43,636 5,491 14.40 561,744
ABIOMED INC COM 43,519 -1,700 (3.76) 1,695,337
PROOFPOINT INC COM 41,902 7,483 21.74 1,055,729
GUIDEWIRE SOFTWARE INC COM 41,191 -21,740 (34.55) 936,365
DEMANDWARE INC COM 40,277 21 .05 712,621