NEXT CENTURY GROWTH INVESTORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 211
New Positions 29
Increased Positions 71
Decreased Positions 135
Positions with Activity 206
Sold Out Positions 26
Total Mkt Value (in $ millions) 3,028

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

Sector Weighting

Basic Materials 1.21%
Capital Goods 8.59%
Conglomerates 3%
Consumer Cyclical 3.14%
Consumer/Non-Cyclical 0.17%
Energy 0.81%
Financial 5.16%
Healthcare 23.36%
Services 16.12%
Technology 23.92%
Transportation 6.62%
Utilities

211 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LINKEDIN CORP COM CL A 5,655 -1,541 (21.41) 24,354
FARO TECHNOLOGIES INC COM 5,626 -107 (1.87) 102,048
GRAHAM CORP COM 5,578 -352 (5.94) 235,339
PRICELINE GRP INC COM NEW 5,540 -1,498 (21.28) 5,337
CUMMINS INC COM 5,357 -4,781 (47.16) 36,729
STARBUCKS CORP COM 5,268 164 3.21 59,715
AMAZON COM INC COM 5,231 -1,434 (21.52) 16,746
LDR HLDG CORP COM 5,220 5,220 New 151,342
DIANA SHIPPING INC COM 5,210 5,210 New 789,380
PANDORA MEDIA INC COM 5,117 -64 (1.23) 291,237
HEALTHEQUITY INC COM 5,021 5,021 New 236,851
B/E AEROSPACE INC COM 4,951 -82 (1.62) 80,929
REGENERON PHARMACEUTICALS COM 4,933 -6,196 (55.68) 11,739
ELLIE MAE INC COM 4,887 -96 (1.92) 109,944
GOGO INC COM 4,858 -61 (1.23) 343,335
HUMANA INC COM 4,799 -1,497 (23.78) 31,680
CHICAGO BRIDGE & IRON CO N V COM 4,755 -3,983 (45.58) 122,578
CALLIDUS SOFTWARE INC COM 4,741 -99 (2.05) 312,498
ALEXION PHARMACEUTICALS INC COM 4,721 -1,476 (23.82) 25,754
NETFLIX INC COM 4,721 4,721 New 10,792