Granahan Investment Management as of Sept. 30, 2020
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 180 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LivePerson (LPSN) | 4.8 | $143M | 2.7M | 51.99 | |
| 4068594 Enphase Energy (ENPH) | 4.3 | $126M | 1.5M | 82.59 | |
| Kornit Digital (KRNT) | 4.1 | $122M | 1.9M | 64.87 | |
| Axon Enterprise (AXON) | 3.5 | $103M | 1.1M | 90.70 | |
| Etsy (ETSY) | 3.4 | $100M | 820k | 121.63 | |
| CoStar (CSGP) | 3.2 | $94M | 111k | 848.51 | |
| Sprout Social Cl A Ord (SPT) | 2.6 | $75M | 2.0M | 38.50 | |
| Magnite Ord (MGNI) | 2.4 | $70M | 10M | 6.95 | |
| SPS Commerce (SPSC) | 2.3 | $69M | 887k | 77.87 | |
| Chegg (CHGG) | 2.3 | $69M | 963k | 71.44 | |
| Bright Horizons Fam Sol In D (BFAM) | 2.2 | $65M | 429k | 152.04 | |
| eHealth (EHTH) | 2.2 | $65M | 819k | 79.00 | |
| Paycom Software (PAYC) | 2.2 | $65M | 207k | 311.30 | |
| Brooks Automation (AZTA) | 1.7 | $51M | 1.1M | 46.26 | |
| OSI Systems (OSIS) | 1.7 | $50M | 639k | 77.61 | |
| 2u (TWOU) | 1.5 | $45M | 1.3M | 33.86 | |
| Digital Turbine (APPS) | 1.4 | $40M | 1.2M | 32.74 | |
| Strategic Education (STRA) | 1.3 | $37M | 408k | 91.47 | |
| Evolent Health (EVH) | 1.2 | $37M | 3.0M | 12.41 | |
| Pluralsight Inc Cl A | 1.1 | $34M | 2.0M | 17.13 | |
| Everquote Cl A Ord (EVER) | 1.1 | $34M | 872k | 38.64 | |
| Workiva Inc equity us cm (WK) | 1.1 | $33M | 595k | 55.76 | |
| Proptech Acquisition Corp A | 1.1 | $32M | 2.9M | 11.13 | |
| Coupa Software | 1.0 | $29M | 105k | 274.24 | |
| Sonic Automotive (SAH) | 1.0 | $29M | 716k | 40.16 | |
| Hubspot (HUBS) | 1.0 | $29M | 98k | 292.23 | |
| Globant S A (GLOB) | 0.9 | $28M | 155k | 179.22 | |
| Paylocity Holding Corporation (PCTY) | 0.9 | $28M | 172k | 161.42 | |
| Blackline (BL) | 0.9 | $27M | 302k | 89.63 | |
| Trade Desk (TTD) | 0.9 | $26M | 63k | 415.51 | |
| Healthequity (HQY) | 0.8 | $25M | 487k | 51.37 | |
| Lovesac Company (LOVE) | 0.8 | $25M | 901k | 27.71 | |
| Veracyte (VCYT) | 0.8 | $24M | 735k | 32.49 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.8 | $24M | 3.7M | 6.50 | |
| Vericel (VCEL) | 0.8 | $24M | 1.3M | 18.53 | |
| Limelight Networks | 0.8 | $23M | 4.0M | 5.76 | |
| Cardiovascular Systems | 0.7 | $22M | 562k | 39.35 | |
| Chart Industries (GTLS) | 0.7 | $22M | 309k | 70.27 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.7 | $22M | 458k | 47.40 | |
| Zscaler Incorporated (ZS) | 0.7 | $22M | 154k | 140.69 | |
| NeoGenomics (NEO) | 0.7 | $21M | 569k | 36.89 | |
| CONMED Corporation (CNMD) | 0.7 | $20M | 256k | 78.67 | |
| Quidel Corporation | 0.7 | $20M | 91k | 219.38 | |
| Shotspotter (SSTI) | 0.7 | $19M | 626k | 31.04 | |
| Repligen Corporation (RGEN) | 0.7 | $19M | 130k | 147.54 | |
| Dropbox Inc-class A (DBX) | 0.6 | $19M | 992k | 19.26 | |
| Columbus McKinnon (CMCO) | 0.6 | $19M | 576k | 33.10 | |
| Castle Biosciences (CSTL) | 0.6 | $19M | 368k | 51.45 | |
| Cloudera | 0.6 | $18M | 1.7M | 10.89 | |
| Esperion Therapeutics (ESPR) | 0.6 | $18M | 488k | 37.17 | |
| Executive Network Partnering Unt | 0.6 | $18M | 707k | 25.25 | |
| Euronet Worldwide (EEFT) | 0.6 | $18M | 193k | 91.10 | |
| Victory Cap Hldgs (VCTR) | 0.6 | $17M | 1.0M | 16.89 | |
| Upland Software (UPLD) | 0.6 | $17M | 454k | 37.70 | |
| Immunomedics | 0.5 | $15M | 179k | 85.03 | |
| Q2 Holdings (QTWO) | 0.5 | $15M | 163k | 91.26 | |
| Pacira Pharmaceuticals (PCRX) | 0.5 | $15M | 247k | 60.12 | |
| Virtusa Corporation | 0.5 | $14M | 294k | 49.16 | |
| Rush Enterprises (RUSHA) | 0.5 | $14M | 282k | 50.54 | |
| Gan (GAN) | 0.5 | $14M | 842k | 16.90 | |
| James River Group Holdings L (JRVR) | 0.5 | $14M | 313k | 44.53 | |
| Douglas Dynamics (PLOW) | 0.5 | $14M | 405k | 34.20 | |
| 1life Healthcare | 0.5 | $14M | 481k | 28.36 | |
| Alta Equipment Group (ALTG) | 0.5 | $14M | 1.7M | 7.83 | |
| Innovative Industria A (IIPR) | 0.5 | $14M | 109k | 124.11 | |
| Insmed (INSM) | 0.5 | $13M | 415k | 32.14 | |
| Luxfer Holdings (LXFR) | 0.5 | $13M | 1.1M | 12.55 | |
| Acceleron Pharma | 0.4 | $13M | 117k | 112.53 | |
| Purple Innovatio (PRPL) | 0.4 | $13M | 527k | 24.86 | |
| Flexion Therapeutics | 0.4 | $13M | 1.3M | 10.41 | |
| Quanterix Ord (QTRX) | 0.4 | $13M | 379k | 33.74 | |
| Materion Corporation (MTRN) | 0.4 | $12M | 233k | 52.03 | |
| Blueprint Medicines (BPMC) | 0.4 | $12M | 129k | 92.70 | |
| Lawson Products (DSGR) | 0.4 | $12M | 281k | 41.03 | |
| RBC Bearings Incorporated (RBC) | 0.4 | $11M | 94k | 121.21 | |
| Canadian Solar (CSIQ) | 0.4 | $11M | 319k | 35.10 | |
| Gohealth | 0.4 | $11M | 849k | 13.02 | |
| Cornerstone Ondemand | 0.4 | $11M | 298k | 36.36 | |
| Argenx Se (ARGX) | 0.3 | $10M | 39k | 262.51 | |
| Willscot Mobile Mini Holdin Cl A Ord (WSC) | 0.3 | $10M | 608k | 16.68 | |
| Titan Machinery (TITN) | 0.3 | $9.8M | 741k | 13.23 | |
| Vonage Holdings | 0.3 | $8.9M | 866k | 10.23 | |
| Enanta Pharmaceuticals (ENTA) | 0.3 | $8.6M | 188k | 45.78 | |
| Ligand Pharmaceuticals In (LGND) | 0.3 | $8.4M | 88k | 95.32 | |
| Turning Point Therapeutics I | 0.3 | $8.3M | 95k | 87.36 | |
| Onto Innovation (ONTO) | 0.3 | $7.9M | 264k | 29.78 | |
| Western Digital (WDC) | 0.3 | $7.7M | 210k | 36.55 | |
| Ciena Corporation (CIEN) | 0.3 | $7.6M | 190k | 39.69 | |
| Lemonade (LMND) | 0.3 | $7.5M | 150k | 49.72 | |
| Casella Waste Systems (CWST) | 0.3 | $7.4M | 133k | 55.85 | |
| Autolus Therapeutics Plc spon ads (AUTL) | 0.2 | $6.9M | 594k | 11.64 | |
| Biolife Solutions (BLFS) | 0.2 | $6.9M | 238k | 28.94 | |
| Oxford Immunotec Global | 0.2 | $6.8M | 585k | 11.70 | |
| Gray Television (GTN) | 0.2 | $6.8M | 497k | 13.77 | |
| Aarons Holdings | 0.2 | $6.8M | 120k | 56.65 | |
| Pure Storage Inc - Class A (PSTG) | 0.2 | $6.4M | 413k | 15.39 | |
| Orthopediatrics Corp. (KIDS) | 0.2 | $6.0M | 132k | 45.92 | |
| Ceva (CEVA) | 0.2 | $5.8M | 148k | 39.37 | |
| PROS Holdings (PRO) | 0.2 | $5.6M | 177k | 31.94 | |
| Scorpio Tankers (STNG) | 0.2 | $5.4M | 488k | 11.07 | |
| Vapotherm | 0.2 | $5.3M | 183k | 29.00 | |
| Harvard Bioscience (HBIO) | 0.2 | $5.3M | 1.8M | 3.01 | |
| Rapid7 (RPD) | 0.2 | $5.1M | 84k | 61.24 | |
| Editas Medicine (EDIT) | 0.2 | $5.1M | 183k | 28.06 | |
| Bluebird Bio (BLUE) | 0.2 | $5.1M | 95k | 53.95 | |
| Cytosorbents (CTSO) | 0.2 | $5.0M | 632k | 7.97 | |
| Texas Capital Bancshares (TCBI) | 0.2 | $5.0M | 161k | 31.13 | |
| Nutanix Inc cl a (NTNX) | 0.2 | $4.9M | 222k | 22.18 | |
| Perficient (PRFT) | 0.2 | $4.9M | 114k | 42.73 | |
| Epizyme | 0.2 | $4.8M | 402k | 11.93 | |
| Varonis Sys (VRNS) | 0.2 | $4.7M | 40k | 115.43 | |
| Macrogenics (MGNX) | 0.2 | $4.6M | 184k | 25.19 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $4.6M | 45k | 101.97 | |
| Liquidity Services (LQDT) | 0.2 | $4.5M | 604k | 7.46 | |
| Plug Power (PLUG) | 0.1 | $4.3M | 317k | 13.41 | |
| Iac Interactive Ord | 0.1 | $4.2M | 35k | 119.78 | |
| Spero Therapeutics (SPRO) | 0.1 | $4.2M | 374k | 11.16 | |
| TechTarget (TTGT) | 0.1 | $4.1M | 94k | 43.96 | |
| Karyopharm Therapeutics (KPTI) | 0.1 | $3.9M | 268k | 14.60 | |
| WNS | 0.1 | $3.9M | 61k | 63.95 | |
| Airgain (AIRG) | 0.1 | $3.9M | 291k | 13.34 | |
| Kindred Biosciences | 0.1 | $3.9M | 899k | 4.29 | |
| Jounce Therapeutics | 0.1 | $3.8M | 472k | 8.16 | |
| Paratek Pharmaceuticals | 0.1 | $3.7M | 688k | 5.41 | |
| Neoleukin Therapeutics | 0.1 | $3.6M | 297k | 12.00 | |
| Encore Capital (ECPG) | 0.1 | $3.5M | 91k | 38.59 | |
| Vicor Corporation (VICR) | 0.1 | $3.4M | 44k | 77.72 | |
| Power Integrations (POWI) | 0.1 | $3.4M | 61k | 55.40 | |
| Crispr Therapeutics (CRSP) | 0.1 | $3.3M | 39k | 83.64 | |
| Stamps | 0.1 | $3.2M | 13k | 240.94 | |
| Health Catalyst (HCAT) | 0.1 | $3.1M | 86k | 36.60 | |
| Radware Ltd ord (RDWR) | 0.1 | $3.1M | 128k | 24.24 | |
| Motorcar Parts of America (MPAA) | 0.1 | $3.1M | 198k | 15.56 | |
| Organogenesis Hldgs (ORGO) | 0.1 | $2.9M | 752k | 3.84 | |
| Inphi Corporation | 0.1 | $2.9M | 26k | 112.24 | |
| Computer Task | 0.1 | $2.9M | 578k | 4.97 | |
| Cyberark Software (CYBR) | 0.1 | $2.8M | 27k | 103.40 | |
| Qualys (QLYS) | 0.1 | $2.8M | 29k | 98.01 | |
| Xencor (XNCR) | 0.1 | $2.8M | 71k | 38.79 | |
| Fennec Pharmaceuticals (FENC) | 0.1 | $2.6M | 432k | 6.06 | |
| Proto Labs (PRLB) | 0.1 | $2.6M | 20k | 129.51 | |
| Ptc (PTC) | 0.1 | $2.5M | 31k | 82.72 | |
| BGC Partners | 0.1 | $2.5M | 1.0M | 2.40 | |
| Sharpspring Inc Com equity / small cap | 0.1 | $2.4M | 212k | 11.15 | |
| Beam Therapeutics (BEAM) | 0.1 | $2.3M | 95k | 24.62 | |
| Frequency Therapeutics | 0.1 | $2.3M | 118k | 19.21 | |
| Cytomx Therapeutics (CTMX) | 0.1 | $2.2M | 330k | 6.65 | |
| Sharps Compliance | 0.1 | $2.2M | 347k | 6.27 | |
| Teradyne (TER) | 0.1 | $2.1M | 27k | 79.46 | |
| Kinsale Cap Group (KNSL) | 0.1 | $2.1M | 11k | 190.22 | |
| New Relic | 0.1 | $2.1M | 37k | 56.37 | |
| Xeris Pharmaceuticals | 0.1 | $2.1M | 346k | 5.93 | |
| Akoustis Technologies (AKTS) | 0.1 | $2.0M | 246k | 8.16 | |
| Ballard Pwr Sys (BLDP) | 0.1 | $2.0M | 132k | 15.10 | |
| Silicon Laboratories (SLAB) | 0.1 | $2.0M | 20k | 97.84 | |
| Qts Realty Trust | 0.1 | $1.9M | 30k | 63.02 | |
| Neophotonics Corp | 0.1 | $1.9M | 311k | 6.09 | |
| Proofpoint | 0.1 | $1.9M | 18k | 105.52 | |
| Intercept Pharmaceuticals In | 0.1 | $1.9M | 45k | 41.46 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $1.8M | 159k | 11.07 | |
| Rumbleon Inc cl b | 0.1 | $1.7M | 65k | 26.64 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.1 | $1.6M | 563k | 2.85 | |
| Argan (AGX) | 0.1 | $1.5M | 14k | 105.30 | |
| Intellia Therapeutics (NTLA) | 0.0 | $1.5M | 74k | 19.88 | |
| Axt (AXTI) | 0.0 | $1.4M | 233k | 6.12 | |
| Aerie Pharmaceuticals | 0.0 | $1.2M | 101k | 11.77 | |
| Centogene N V (CNTG) | 0.0 | $1.1M | 121k | 9.46 | |
| Newmark Group (NMRK) | 0.0 | $1.1M | 261k | 4.32 | |
| Sangamo Biosciences (SGMO) | 0.0 | $1.1M | 113k | 9.45 | |
| Nabriva Therapeutics | 0.0 | $750k | 1.4M | 0.53 | |
| Laird Superfood (LSF) | 0.0 | $720k | 16k | 45.89 | |
| Dermtech Ord ord (DMTK) | 0.0 | $672k | 56k | 11.96 | |
| Biomerica (BMRA) | 0.0 | $622k | 90k | 6.93 | |
| Hudson Technologies (HDSN) | 0.0 | $618k | 538k | 1.15 | |
| Otonomy | 0.0 | $617k | 152k | 4.05 | |
| Ingersoll Rand (IR) | 0.0 | $605k | 17k | 35.60 | |
| Kulicke and Soffa Industries (KLIC) | 0.0 | $426k | 19k | 22.43 | |
| MarineMax (HZO) | 0.0 | $258k | 10k | 25.65 | |
| Sotherly Hotels (SOHO) | 0.0 | $244k | 136k | 1.80 | |
| Profire Energy (PFIE) | 0.0 | $213k | 289k | 0.74 |
