Next Century Growth Investors LLC Q3 2022 vs. Q4 2022: Holdings Comparison

As the preeminent quarterly report for institutional investors, Form 13F shows us which stocks the world's largest fund managers have been buying, holding, and selling. In the recently published 13F filings, Next Century Growth Investors LLC has revealed a wide range of changes to their holdings from Q3 2022 to Q4 2022.

This article delves deep into the assets bought, held, and sold by Next Century Growth Investors LLC, comparing their Q3 2022 and Q4 2022 performance. In this report, we will analyze the data behind their investment decisions and provide insights into the stocks that they have decided to invest in and those they have sold.

Transmedics Group Inc, Treace Medical Concepts, and Silk Road Medical were the most notable buys of the quarter with changes of 15.2%, 5.5%, and 8.7%, respectively. The portfolio managers also added to their position in Alphatec Holdings Inc, Flywire Corporation, and Astronics Corp. With a change of 71.1%, Alphatec Holdings Inc was their top buy this time around.

On the other hand, Verra Mobility Corporation, Orthopediatrics Corp, and Axonics Modulation Technology were sold off, with changes of -11.9%, -11.9%, and -9.4%, respectively. Grid Dynamics Holdings Inc. was the top sell of the quarter with a change of -33.5%.

This report will provide a detailed analysis of the stocks bought and sold by the portfolio managers and how these investments have performed in the market. For each stock, we will discuss the company's financial metrics and performance, providing a full picture of these investments.

Next Century Growth Investors LLC has always been in the forefront of the investment world with their strategic investment choices. This report will offer insights into their investment decisions and how these decisions have paid off in this quarter.

So, without any further ado, let's dive into the details of Next Century Growth Investors LLC's Q3 2022 and Q4 2022 13F Holdings Comparison.