Granahan Investment Management as of Dec. 31, 2022
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 170 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axon Enterprise (AXON) | 3.6 | $118M | 712k | 165.93 | |
| Magnite Ord (MGNI) | 3.4 | $111M | 11M | 10.59 | |
| Paycom Software (PAYC) | 3.3 | $109M | 350k | 310.31 | |
| SPS Commerce (SPSC) | 3.2 | $106M | 824k | 128.43 | |
| CoStar (CSGP) | 3.2 | $106M | 1.4M | 77.28 | |
| Etsy (ETSY) | 3.0 | $97M | 808k | 119.78 | |
| 4068594 Enphase Energy (ENPH) | 2.9 | $94M | 354k | 264.96 | |
| Toast Cl A (TOST) | 2.8 | $93M | 5.1M | 18.03 | |
| Brooks Automation (AZTA) | 2.7 | $90M | 1.5M | 58.22 | |
| Evolent Health Cl A (EVH) | 2.7 | $89M | 3.2M | 28.08 | |
| Kornit Digital SHS (KRNT) | 2.5 | $81M | 3.5M | 22.97 | |
| Array Technologies Com Shs (ARRY) | 2.1 | $69M | 3.5M | 19.33 | |
| Hubspot (HUBS) | 1.9 | $62M | 213k | 289.13 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.8 | $59M | 7.2M | 8.17 | |
| Digital Turbine Com New (APPS) | 1.6 | $52M | 3.4M | 15.24 | |
| Euronet Worldwide (EEFT) | 1.5 | $49M | 523k | 94.38 | |
| Workiva Com Cl A (WK) | 1.5 | $48M | 568k | 83.97 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.3 | $43M | 953k | 45.17 | |
| Indie Semiconductor Class A Com (INDI) | 1.3 | $43M | 7.3M | 5.83 | |
| Veracyte (VCYT) | 1.3 | $42M | 1.8M | 23.73 | |
| Paylocity Holding Corporation (PCTY) | 1.2 | $39M | 201k | 194.26 | |
| Healthequity (HQY) | 1.2 | $38M | 615k | 61.64 | |
| Sprout Social Com Cl A (SPT) | 1.1 | $36M | 634k | 56.46 | |
| Vita Coco Co Inc/the (COCO) | 1.0 | $34M | 2.4M | 13.82 | |
| Genius Sports Shares Cl A (GENI) | 1.0 | $33M | 9.4M | 3.57 | |
| Texas Capital Bancshares (TCBI) | 1.0 | $31M | 521k | 60.31 | |
| Ritchie Bros. Auctioneers Inco | 0.9 | $31M | 531k | 57.83 | |
| Liquidity Services (LQDT) | 0.9 | $30M | 2.2M | 14.06 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.9 | $30M | 1.1M | 26.83 | |
| Lovesac Company (LOVE) | 0.9 | $29M | 1.3M | 22.01 | |
| Globant S A (GLOB) | 0.8 | $27M | 158k | 168.16 | |
| Chart Industries (GTLS) | 0.8 | $26M | 228k | 115.23 | |
| Porch Group (PRCH) | 0.8 | $25M | 13M | 1.88 | |
| Castle Biosciences (CSTL) | 0.8 | $25M | 1.0M | 23.54 | |
| Everquote Com Cl A (EVER) | 0.7 | $25M | 1.7M | 14.74 | |
| Enovix Corp (ENVX) | 0.7 | $24M | 1.9M | 12.44 | |
| Harmonic (HLIT) | 0.7 | $23M | 1.8M | 13.10 | |
| Phreesia (PHR) | 0.7 | $23M | 714k | 32.36 | |
| Stratasys SHS (SSYS) | 0.6 | $21M | 1.8M | 11.86 | |
| Materion Corporation (MTRN) | 0.6 | $21M | 240k | 87.51 | |
| First Solar (FSLR) | 0.6 | $21M | 140k | 149.79 | |
| Casella Waste Sys Cl A (CWST) | 0.6 | $20M | 257k | 79.31 | |
| Orthopediatrics Corp. (KIDS) | 0.6 | $20M | 507k | 39.73 | |
| Veeco Instruments (VECO) | 0.6 | $20M | 1.1M | 18.58 | |
| James River Group Holdings L (JRVR) | 0.6 | $20M | 933k | 20.91 | |
| PROS Holdings (PRO) | 0.6 | $19M | 796k | 24.26 | |
| Shotspotter (SSTI) | 0.6 | $19M | 559k | 33.83 | |
| Lithia Motors (LAD) | 0.6 | $18M | 90k | 204.74 | |
| Repligen Corporation (RGEN) | 0.6 | $18M | 108k | 169.31 | |
| Bumble Com Cl A (BMBL) | 0.6 | $18M | 864k | 21.05 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.6 | $18M | 713k | 25.38 | |
| Columbus McKinnon (CMCO) | 0.6 | $18M | 556k | 32.47 | |
| Power Integrations (POWI) | 0.5 | $18M | 250k | 71.72 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.5 | $18M | 1.6M | 11.22 | |
| Pure Storage Cl A (PSTG) | 0.5 | $18M | 665k | 26.76 | |
| Quanterix Ord (QTRX) | 0.5 | $18M | 1.3M | 13.85 | |
| Ameresco Cl A (AMRC) | 0.5 | $17M | 297k | 57.14 | |
| Callaway Golf Company (MODG) | 0.5 | $17M | 856k | 19.75 | |
| Ambarella SHS (AMBA) | 0.5 | $17M | 205k | 82.23 | |
| Chegg (CHGG) | 0.5 | $16M | 638k | 25.27 | |
| RBC Bearings Incorporated (RBC) | 0.5 | $16M | 77k | 209.35 | |
| Si-bone (SIBN) | 0.5 | $16M | 1.2M | 13.60 | |
| Natera (NTRA) | 0.5 | $16M | 386k | 40.17 | |
| Biolife Solutions Com New (BLFS) | 0.5 | $15M | 846k | 18.20 | |
| Perficient (PRFT) | 0.4 | $15M | 210k | 69.83 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.4 | $14M | 1.5M | 9.33 | |
| Figs Cl A (FIGS) | 0.4 | $14M | 2.1M | 6.73 | |
| Guidewire Software (GWRE) | 0.4 | $14M | 224k | 62.56 | |
| Varonis Sys (VRNS) | 0.4 | $14M | 584k | 23.94 | |
| Hagerty Cl A Com (HGTY) | 0.4 | $13M | 1.6M | 8.41 | |
| Alta Equipment Group Common Stock (ALTG) | 0.4 | $13M | 1.0M | 13.19 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $13M | 324k | 39.43 | |
| Ceva (CEVA) | 0.4 | $13M | 494k | 25.58 | |
| First Watch Restaurant Groupco (FWRG) | 0.4 | $13M | 929k | 13.53 | |
| LivePerson (LPSN) | 0.4 | $12M | 1.2M | 10.14 | |
| WNS HLDGS Spon Adr | 0.4 | $12M | 152k | 79.99 | |
| Prothena Corp SHS (PRTA) | 0.4 | $12M | 200k | 60.25 | |
| Gentherm (THRM) | 0.4 | $12M | 183k | 65.29 | |
| Definitive Healthcare Corp Class A Com (DH) | 0.4 | $12M | 1.1M | 10.99 | |
| Limelight Networks | 0.4 | $12M | 10M | 1.13 | |
| Ciena Corp Com New (CIEN) | 0.3 | $11M | 214k | 50.98 | |
| ImmunoGen | 0.3 | $11M | 2.2M | 4.96 | |
| The Beauty Health Company Com Cl A (SKIN) | 0.3 | $11M | 1.2M | 9.10 | |
| Radware Ord (RDWR) | 0.3 | $11M | 532k | 19.75 | |
| Domo Com Cl B (DOMO) | 0.3 | $11M | 735k | 14.24 | |
| Stoneridge (SRI) | 0.3 | $10M | 485k | 21.56 | |
| Rapid7 (RPD) | 0.3 | $10M | 305k | 33.98 | |
| Cryoport Com Par $0.001 (CYRX) | 0.3 | $10M | 582k | 17.35 | |
| Hudson Technologies (HDSN) | 0.3 | $10M | 997k | 10.12 | |
| Life Time Group Holdings Common Stock (LTH) | 0.3 | $9.9M | 832k | 11.96 | |
| Nutanix Cl A (NTNX) | 0.3 | $9.9M | 379k | 26.05 | |
| Blueprint Medicines (BPMC) | 0.3 | $9.8M | 225k | 43.81 | |
| Pliant Therapeutics (PLRX) | 0.3 | $9.8M | 505k | 19.33 | |
| Apellis Pharmaceuticals (APLS) | 0.3 | $9.4M | 183k | 51.71 | |
| Ptc (PTC) | 0.3 | $9.3M | 77k | 120.04 | |
| Vericel (VCEL) | 0.3 | $9.0M | 340k | 26.34 | |
| Tree (TREE) | 0.3 | $8.7M | 409k | 21.33 | |
| Health Catalyst (HCAT) | 0.3 | $8.6M | 810k | 10.63 | |
| Silvergate Cap Corp Cl A (SICP) | 0.3 | $8.6M | 492k | 17.40 | |
| Portillos Com Cl A (PTLO) | 0.3 | $8.5M | 524k | 16.32 | |
| Clean Energy Fuels (CLNE) | 0.3 | $8.5M | 1.6M | 5.20 | |
| Arcus Biosciences Incorporated (RCUS) | 0.3 | $8.5M | 411k | 20.68 | |
| 908 Devices (MASS) | 0.3 | $8.4M | 1.1M | 7.62 | |
| Vicor Corporation (VICR) | 0.3 | $8.3M | 154k | 53.75 | |
| PAR Technology Corporation (PAR) | 0.2 | $8.0M | 306k | 26.07 | |
| OSI Systems (OSIS) | 0.2 | $7.7M | 97k | 79.52 | |
| Intellia Therapeutics (NTLA) | 0.2 | $7.6M | 218k | 34.89 | |
| Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.2 | $7.6M | 504k | 14.98 | |
| Onto Innovation (ONTO) | 0.2 | $7.5M | 110k | 68.09 | |
| Chicken Soup For The Soul En Cl A (CSSE) | 0.2 | $7.1M | 1.4M | 5.12 | |
| Qualys (QLYS) | 0.2 | $7.0M | 62k | 112.23 | |
| Epam Systems (EPAM) | 0.2 | $6.9M | 21k | 327.74 | |
| TechTarget (TTGT) | 0.2 | $6.8M | 155k | 44.06 | |
| Revance Therapeutics (RVNC) | 0.2 | $6.4M | 348k | 18.46 | |
| Beam Therapeutics (BEAM) | 0.2 | $6.4M | 164k | 39.11 | |
| Axt (AXTI) | 0.2 | $6.3M | 1.4M | 4.38 | |
| Kinsale Cap Group (KNSL) | 0.2 | $6.2M | 24k | 261.52 | |
| CorVel Corporation (CRVL) | 0.2 | $6.2M | 43k | 145.33 | |
| Fate Therapeutics (FATE) | 0.2 | $6.1M | 602k | 10.09 | |
| Zymeworks Del (ZYME) | 0.2 | $5.8M | 738k | 7.86 | |
| Mesa Laboratories (MLAB) | 0.2 | $5.6M | 34k | 166.21 | |
| Silicon Laboratories (SLAB) | 0.2 | $5.6M | 41k | 135.67 | |
| Grocery Outlet Hldg Corp (GO) | 0.2 | $5.6M | 190k | 29.19 | |
| Pacific Biosciences of California (PACB) | 0.2 | $5.5M | 677k | 8.18 | |
| American Well Corp Cl A (AMWL) | 0.2 | $5.4M | 1.9M | 2.83 | |
| Icad Com New (ICAD) | 0.2 | $5.2M | 2.8M | 1.83 | |
| Akoya Biosciences (AKYA) | 0.2 | $5.2M | 539k | 9.57 | |
| Shockwave Med (SWAV) | 0.2 | $5.1M | 25k | 205.61 | |
| Stoke Therapeutics (STOK) | 0.2 | $5.1M | 550k | 9.23 | |
| Heska Corp Com Restrc New | 0.2 | $5.0M | 81k | 62.16 | |
| Xencor (XNCR) | 0.2 | $5.0M | 192k | 26.04 | |
| Bluebird Bio (BLUE) | 0.2 | $4.9M | 710k | 6.92 | |
| Kezar Life Sciences (KZR) | 0.1 | $4.9M | 690k | 7.04 | |
| Affimed Therapeutics B V | 0.1 | $4.8M | 3.8M | 1.24 | |
| Airgain (AIRG) | 0.1 | $4.5M | 690k | 6.51 | |
| Solaredge Technologies (SEDG) | 0.1 | $4.4M | 15k | 283.27 | |
| Inmode SHS (INMD) | 0.1 | $4.3M | 121k | 35.70 | |
| Cyberark Software SHS (CYBR) | 0.1 | $4.3M | 33k | 129.65 | |
| Insmed Com Par $.01 (INSM) | 0.1 | $4.2M | 210k | 19.98 | |
| Mirati Therapeutics | 0.1 | $4.2M | 92k | 45.31 | |
| Monolithic Power Systems (MPWR) | 0.1 | $4.1M | 12k | 353.61 | |
| Harvard Bioscience (HBIO) | 0.1 | $4.1M | 1.5M | 2.77 | |
| Biomerica Com New (BMRA) | 0.1 | $3.8M | 1.1M | 3.35 | |
| Maxcyte (MXCT) | 0.1 | $3.7M | 676k | 5.46 | |
| Flex Ord (FLEX) | 0.1 | $3.5M | 163k | 21.46 | |
| Littelfuse (LFUS) | 0.1 | $3.4M | 15k | 220.20 | |
| Appian Corp Cl A (APPN) | 0.1 | $3.3M | 102k | 32.56 | |
| Darling International (DAR) | 0.1 | $3.0M | 49k | 62.59 | |
| Sitime Corp (SITM) | 0.1 | $2.9M | 28k | 101.62 | |
| Vizio Hldg Corp Cl A Com (VZIO) | 0.1 | $2.9M | 385k | 7.41 | |
| Thredup Cl A (TDUP) | 0.1 | $2.8M | 2.1M | 1.31 | |
| Green Brick Partners (GRBK) | 0.1 | $2.7M | 111k | 24.23 | |
| Match Group (MTCH) | 0.1 | $2.7M | 64k | 41.49 | |
| Akoustis Technologies (AKTS) | 0.1 | $2.6M | 939k | 2.82 | |
| Rush Enterprises Cl A (RUSHA) | 0.1 | $2.6M | 49k | 52.28 | |
| Cytosorbents Corp Com New (CTSO) | 0.1 | $2.5M | 1.6M | 1.55 | |
| Confluent Class A Com (CFLT) | 0.1 | $2.4M | 107k | 22.24 | |
| Expedia Group Com New (EXPE) | 0.1 | $2.4M | 27k | 87.60 | |
| Silk Road Medical Inc Common (SILK) | 0.1 | $2.2M | 41k | 52.85 | |
| Arteris (AIP) | 0.1 | $1.8M | 422k | 4.30 | |
| Luxfer Hldgs SHS (LXFR) | 0.1 | $1.7M | 121k | 13.72 | |
| Veritone (VERI) | 0.0 | $1.6M | 297k | 5.30 | |
| Caribou Biosciences (CRBU) | 0.0 | $1.4M | 230k | 6.28 | |
| Okta Cl A (OKTA) | 0.0 | $858k | 13k | 68.33 | |
| Douglas Dynamics (PLOW) | 0.0 | $707k | 20k | 36.16 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $603k | 2.8k | 214.52 | |
| Computer Task | 0.0 | $579k | 77k | 7.56 | |
| Energy Recovery (ERII) | 0.0 | $465k | 23k | 20.49 | |
| Lifemd (LFMD) | 0.0 | $415k | 214k | 1.94 | |
| Research Solutions (RSSS) | 0.0 | $41k | 21k | 1.92 |
