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Tom Press — Institutional Investor Profile | Buyside Digest

Tom Press

Institutional Investor • NCG Large Cap Growth Strategy

Value

$234M

Stocks

50 Stocks (2 new)

Turnover

0.2%

CIK

0001134007EDGAR ↗

Website ↗

Top Holdings

XMTR(4.68%) LGND(4.21%) ALHC(4.05%) ATRO(4.05%) LINC(3.94%)

About Investor

Next Century Growth Investors was founded in November 1998 by Tom Press and has maintained consistent leadership with an experienced team managing the Large Cap Growth Strategy since January 1, 1999. The firm is led by Tom Press (Chairman/Founder), Bob Scott (CEO who joined in 2000), Peter Capouch (President who joined in 2003), and portfolio managers Kaj Doerring (28 years experience) and Tom Dignard. The team has over 100 years combined investment experience working together at NCG, with education from prestigious institutions including Harvard, Yale, and University of Minnesota. The firm is 80% owned by active portfolio manager partners, ensuring independence and alignment of interests. Operations are supported by Kelly McNulty as VP and Chief Compliance Officer with over 30 years of industry experience.

Investor Philosophy

Investment philosophy details pending verification.

Tom Press Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
XMTR	None	Xometry Inc.	Industrials	$69.8M	4.7%	No Change
LGND	None	Ligand	Health Care	$62.8M	4.2%	No Change
ALHC	None	Alignment Healthcare Inc.	Health Care	$60.4M	4.0%	No Change
ATRO	None	Astronics	Industrials	$60.4M	4.0%	No Change
LINC	None	Lincoln Educational Services Corporation	Consumer Defensive	$58.7M	3.9%	No Change
MIRM	None	Mirum Pharmaceuticals, Inc.	Health Care	$49.2M	3.3%	No Change
BLLN	None	BillionToOne Inc	General	$43.7M	2.9%	No Change
GLBE	None	Global-e Online Ltd.	Consumer Discretionary	$40.7M	2.7%	No Change
UTI	None	Universal Technical Institute, Inc.	Consumer Discretionary	$40.6M	2.7%	No Change
AXGN	None	Axogen, Inc.	Health Care	$40.3M	2.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
ROLLRBC Bearings Incorporated	$30.6M	+100.0%	2.1%	New
DPCDPC Holdings Limited	$17.0M	+100.0%	1.1%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
VENTUREEXCHANGE-AIIAlmonty Industries Inc.	$28821.9M	-100.0%	0.0%	Sold Out
RBCRBC Bearings Incorporated	$30.6M	-100.0%	0.0%	Sold Out
ALMTFAlmonty Industries Inc.	$28.8M	-99.9%	1.9%	Decreased

13F Sector Breakdown

Industrials23.3%

Information Technology21.1%

General21.0%

Health Care17.6%

Consumer Discretionary6.4%

Sector	Stocks	Value	Exposure
Industrials	10	$347.8M	23.3%
Information Technology	13	$314.7M	21.1%
General	13	$312.7M	21.0%
Health Care	6	$262.2M	17.6%
Consumer Discretionary	3	$95.9M	6.4%
Consumer Defensive	1	$58.7M	3.9%
Technology	2	$47.1M	3.2%
Consumer Staples	1	$35.5M	2.4%
Healthcare	1	$15.8M	1.1%