NEXT CENTURY GROWTH INVESTORS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 209
New Positions 22
Increased Positions 109
Decreased Positions 95
Positions with Activity 204
Sold Out Positions 27
Total Mkt Value (in $ millions) 2,993

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 8.74%
Conglomerates 3.19%
Consumer Cyclical 3.48%
Consumer/Non-Cyclical 0.15%
Energy 0.67%
Financial 5.85%
Healthcare 18.15%
Services 15.27%
Technology 28.91%
Transportation 4.81%
Utilities

209 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 98,554 -23,689 (19.38) 967,638
CENTENE CORP DEL COM 82,508 14 .02 1,045,072
ULTIMATE SOFTWARE GROUP INC COM 74,651 10,308 16.02 507,831
H & E EQUIPMENT SERVICES INC COM 62,912 -1,501 (2.33) 1,593,920
SERVICENOW INC COM 61,292 -5,226 (7.86) 1,023,073
OLD DOMINION FGHT LINES INC COM 59,479 -16,468 (21.68) 844,996
INSULET CORP COM 59,125 1,655 2.88 1,786,792
SPLUNK INC COM 56,231 -234 (0.41) 995,595
ADVISORY BRD CO COM 51,748 -5,118 (9) 1,081,457
MARKETO INC COM 51,590 13,823 36.60 1,609,168
TABLEAU SOFTWARE INC CL A 46,122 13,246 40.29 628,447
EPAM SYS INC COM 45,831 -1,634 (3.44) 1,177,257
GRANITE CONSTR INC COM 45,601 8,686 23.53 1,338,441
FINANCIAL ENGINES INC COM 45,589 -9,678 (17.51) 1,286,013
ACADIA HEALTHCARE COMPANY INC COM 45,378 9,094 25.06 924,203
ABIOMED INC COM 42,129 -1,646 (3.76) 1,695,337
CARDIOVASCULAR SYS INC DEL COM 41,901 -2,169 (4.92) 1,547,289
GUIDEWIRE SOFTWARE INC COM 41,125 -21,706 (34.55) 936,365
SHUTTERSTOCK INC COM 40,732 5,126 14.40 561,744
PROOFPOINT INC COM 39,664 7,083 21.74 1,055,729