Granahan Investment Management

Granahan Investment Management as of Sept. 30, 2012

Portfolio Holdings for Granahan Investment Management

Granahan Investment Management holds 232 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Onyx Pharmaceuticals 2.1 $57M 678k 84.50
Alkermes (ALKS) 1.9 $53M 2.5M 20.75
Regeneron Pharmaceuticals (REGN) 1.7 $48M 315k 152.66
Cadence Design Systems (CDNS) 1.6 $44M 3.4M 12.87
Aaron's 1.5 $41M 1.5M 27.81
Riverbed Technology 1.5 $41M 1.7M 23.28
West Pharmaceutical Services (WST) 1.4 $40M 747k 53.07
BioMarin Pharmaceutical (BMRN) 1.4 $39M 975k 40.26
Parametric Technology 1.4 $39M 1.8M 21.77
Steven Madden (SHOO) 1.4 $39M 891k 43.72
Crocs (CROX) 1.3 $36M 2.2M 16.21
Microsemi Corporation 1.2 $33M 1.7M 20.07
Vertex Pharmaceuticals Incorporated (VRTX) 1.2 $33M 590k 55.89
Tiffany & Co. 1.2 $33M 533k 61.88
Henry Schein (HSIC) 1.2 $33M 416k 79.22
RBC Bearings Incorporated (RBC) 1.2 $33M 685k 48.10
PAREXEL International Corporation 1.2 $32M 1.0M 30.76
Ultimate Software 1.1 $31M 306k 102.10
Cubist Pharmaceuticals 1.1 $31M 648k 47.69
Edwards Lifesciences (EW) 1.1 $31M 286k 107.37
Red Hat 1.1 $31M 539k 56.94
Teradyne (TER) 1.1 $31M 2.2M 14.22
Bio-Rad Laboratories (BIO) 1.1 $30M 284k 106.72
Nektar Therapeutics (NKTR) 1.1 $30M 2.8M 10.67
PriceSmart (PSMT) 1.1 $30M 397k 75.72
Brunswick Corporation (BC) 1.0 $28M 1.2M 22.63
Casey's General Stores (CASY) 1.0 $28M 481k 57.14
Euronet Worldwide (EEFT) 1.0 $27M 1.4M 18.79
Triumph (TGI) 1.0 $27M 426k 62.50
DENTSPLY International 0.9 $26M 689k 38.14
Hanesbrands (HBI) 0.9 $26M 809k 31.88
Kennametal (KMT) 0.9 $26M 688k 37.08
Steiner Leisure Ltd Com Stk 0.9 $26M 551k 46.55
Seattle Genetics 0.9 $25M 923k 26.94
FEI Company 0.9 $25M 461k 53.50
VeriFone Systems 0.9 $24M 872k 27.85
Sourcefire 0.9 $25M 500k 49.03
Cinemark Holdings (CNK) 0.9 $24M 1.1M 22.43
Genesee & Wyoming 0.9 $24M 361k 66.86
FactSet Research Systems (FDS) 0.8 $24M 246k 96.42
TiVo 0.8 $23M 2.2M 10.43
Schweitzer-Mauduit International (MATV) 0.8 $24M 712k 32.99
Buffalo Wild Wings 0.8 $23M 272k 85.74
BroadSoft 0.8 $23M 568k 41.02
Mettler-Toledo International (MTD) 0.8 $23M 135k 170.74
Cash America International 0.8 $23M 590k 38.57
Carter's (CRI) 0.8 $22M 416k 53.84
Optimer Pharmaceuticals 0.8 $22M 1.6M 14.12
Clean Energy Fuels (CLNE) 0.7 $21M 1.6M 13.17
Radware Ltd ord (RDWR) 0.7 $20M 560k 36.02
Coventry Health Care 0.7 $20M 482k 41.69
DSW 0.7 $20M 300k 66.72
Coinstar 0.7 $20M 436k 44.98
Sensient Technologies Corporation (SXT) 0.7 $19M 526k 36.76
Bruker Corporation (BRKR) 0.7 $19M 1.5M 13.09
Mobile Mini 0.7 $19M 1.1M 16.70
Covance 0.7 $19M 412k 46.69
Qiagen 0.7 $19M 1.0M 18.51
Monster Beverage 0.7 $19M 346k 54.06
Francescas Hldgs Corp 0.7 $19M 604k 30.73
Silicon Laboratories (SLAB) 0.7 $18M 494k 36.76
Oceaneering International (OII) 0.7 $18M 326k 55.25
American Public Education (APEI) 0.6 $18M 489k 36.43
CACI International (CACI) 0.6 $17M 336k 51.79
Align Technology (ALGN) 0.6 $17M 465k 36.97
Chico's FAS 0.6 $17M 942k 18.11
Elan Corporation 0.6 $17M 1.6M 10.72
salesforce (CRM) 0.6 $17M 111k 152.69
SPS Commerce (SPSC) 0.6 $17M 438k 38.47
Luminex Corporation 0.6 $17M 857k 19.44
Ii-vi 0.6 $16M 850k 19.02
TrueBlue (TBI) 0.6 $16M 1.0M 15.72
Boston Beer Company (SAM) 0.6 $16M 140k 111.97
ImmunoGen 0.6 $16M 1.1M 14.59
Atwood Oceanics 0.6 $15M 334k 45.45
Oxford Industries (OXM) 0.6 $15M 268k 56.45
Acme Packet 0.5 $15M 881k 17.10
Pandora Media 0.5 $15M 1.4M 10.95
Super Micro Computer 0.5 $15M 1.2M 12.03
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $15M 152k 96.30
Knight Transportation 0.5 $14M 989k 14.30
Entropic Communications 0.5 $14M 2.4M 5.82
Sapient Corporation 0.5 $14M 1.3M 10.66
BJ's Restaurants (BJRI) 0.5 $14M 298k 45.35
Universal Health Services (UHS) 0.5 $13M 293k 45.73
Jos. A. Bank Clothiers 0.5 $13M 272k 48.48
Icon 0.5 $13M 527k 24.37
RPC (RES) 0.5 $12M 1.0M 11.89
ISIS Pharmaceuticals 0.5 $13M 895k 14.07
Lululemon Athletica (LULU) 0.5 $13M 169k 73.94
Key Energy Services 0.4 $12M 1.8M 7.00
Global Cash Access Holdings 0.4 $12M 1.5M 8.05
Allot Communications (ALLT) 0.4 $12M 446k 26.52
Rovi Corporation 0.4 $11M 775k 14.51
Green Mountain Coffee Roasters 0.4 $11M 450k 23.74
Jefferies 0.4 $11M 789k 13.69
Exponent (EXPO) 0.4 $11M 188k 57.09
Kaman Corporation 0.4 $11M 300k 35.86
Alliance Data Systems Corporation (BFH) 0.4 $11M 74k 141.95
Qlik Technologies 0.4 $11M 469k 22.39
Vera Bradley (VRA) 0.4 $11M 446k 23.85
DigitalGlobe 0.4 $10M 507k 20.39
IPG Photonics Corporation (IPGP) 0.4 $9.9M 172k 57.30
Progress Software Corporation (PRGS) 0.3 $9.6M 448k 21.39
Superior Energy Services 0.3 $9.7M 471k 20.52
MKS Instruments (MKSI) 0.3 $9.1M 357k 25.49
Advisory Board Company 0.3 $9.2M 192k 47.83
Om 0.3 $8.6M 465k 18.54
OSI Systems (OSIS) 0.3 $8.5M 109k 77.84
Linkedin Corp 0.3 $8.3M 69k 120.41
O'reilly Automotive (ORLY) 0.3 $8.0M 95k 83.62
Stag Industrial (STAG) 0.3 $8.1M 501k 16.26
Finisar Corporation 0.3 $7.9M 551k 14.32
bebe stores 0.3 $7.9M 1.6M 4.80
Liquidity Services (LQDT) 0.3 $7.6M 151k 50.21
Sodastream International 0.3 $7.4M 190k 39.17
Greenbrier Companies (GBX) 0.3 $7.2M 447k 16.14
Cardtronics 0.3 $7.1M 238k 29.76
Acadia Healthcare (ACHC) 0.3 $7.2M 303k 23.83
Perficient (PRFT) 0.2 $6.7M 555k 12.07
Mellanox Technologies 0.2 $6.5M 64k 101.53
CECO Environmental (CECO) 0.2 $6.6M 676k 9.77
Ubiquiti Networks 0.2 $6.6M 551k 11.90
Monolithic Power Systems (MPWR) 0.2 $6.4M 325k 19.75
DUSA Pharmaceuticals 0.2 $6.3M 925k 6.79
Rex Energy Corporation 0.2 $6.2M 466k 13.34
Tennant Company (TNC) 0.2 $6.0M 140k 42.82
Tyler Technologies (TYL) 0.2 $6.0M 136k 44.02
MWI Veterinary Supply 0.2 $6.1M 57k 106.68
Safeguard Scientifics 0.2 $6.0M 382k 15.69
Monro Muffler Brake (MNRO) 0.2 $5.9M 168k 35.19
Fossil 0.2 $5.4M 64k 84.70
D.R. Horton (DHI) 0.2 $5.5M 267k 20.63
Aptar (ATR) 0.2 $5.6M 108k 51.71
Susser Holdings Corporation 0.2 $5.5M 152k 36.17
Invacare Corporation 0.2 $5.1M 364k 14.14
Harman International Industries 0.2 $5.4M 116k 46.16
Toll Brothers (TOL) 0.2 $5.3M 160k 33.23
SolarWinds 0.2 $5.1M 92k 55.74
Syneron Medical Ltd ord 0.2 $5.0M 516k 9.75
Meritage Homes Corporation (MTH) 0.2 $5.1M 133k 38.03
Douglas Dynamics (PLOW) 0.2 $4.9M 333k 14.79
Watsco, Incorporated (WSO) 0.2 $4.8M 63k 75.79
Gardner Denver 0.2 $4.8M 80k 60.41
Calavo Growers (CVGW) 0.2 $4.4M 177k 25.00
Nanosphere 0.2 $4.5M 1.4M 3.32
Power Integrations (POWI) 0.1 $4.2M 139k 30.45
Vascular Solutions 0.1 $4.1M 277k 14.80
Energy Xxi 0.1 $3.8M 109k 34.96
Firstservice Cad Sub Vtg 0.1 $3.8M 136k 27.95
Healthcare Services (HCSG) 0.1 $3.9M 171k 22.86
Cynosure 0.1 $3.8M 144k 26.36
Sucampo Pharmaceuticals 0.1 $3.9M 766k 5.03
ITT Educational Services (ESINQ) 0.1 $3.5M 110k 32.23
Titan Machinery (TITN) 0.1 $3.7M 181k 20.28
Skyworks Solutions (SWKS) 0.1 $3.5M 148k 23.56
PROS Holdings (PRO) 0.1 $3.6M 190k 19.07
Clearwire Corporation 0.1 $3.7M 2.7M 1.34
Zagg 0.1 $3.7M 434k 8.53
Electro Rent Corporation 0.1 $3.3M 189k 17.69
ShoreTel 0.1 $3.4M 842k 4.09
Basic Energy Services 0.1 $3.3M 296k 11.22
WMS Industries 0.1 $3.0M 180k 16.38
Modine Manufacturing (MOD) 0.1 $2.9M 398k 7.38
Diamond Foods 0.1 $3.0M 160k 18.82
Flow International Corporation 0.1 $3.1M 838k 3.70
Harvard Bioscience (HBIO) 0.1 $3.1M 725k 4.23
MarineMax (HZO) 0.1 $2.7M 323k 8.29
Capella Education Company 0.1 $2.9M 82k 35.06
DURECT Corporation 0.1 $2.8M 2.0M 1.44
Comfort Systems USA (FIX) 0.1 $2.9M 261k 10.93
Harris & Harris 0.1 $2.7M 722k 3.79
Tesco Corporation 0.1 $2.5M 236k 10.68
Littelfuse (LFUS) 0.1 $2.5M 45k 56.53
Oil States International (OIS) 0.1 $2.4M 31k 79.45
Solta Medical 0.1 $2.4M 760k 3.14
QC Holdings (QCCO) 0.1 $2.6M 746k 3.51
LeMaitre Vascular (LMAT) 0.1 $2.5M 383k 6.42
Aegerion Pharmaceuticals 0.1 $2.6M 174k 14.82
Black Diamond 0.1 $2.5M 286k 8.77
Pericom Semiconductor 0.1 $2.3M 268k 8.69
Virtusa Corporation 0.1 $2.1M 121k 17.77
Ariba 0.1 $2.1M 48k 44.79
CLICKSOFTWARE TECHNOLOGIES Ltd Com Stk 0.1 $2.3M 294k 7.70
Kodiak Oil & Gas 0.1 $2.1M 226k 9.36
Jack in the Box (JACK) 0.1 $1.8M 65k 28.11
Rudolph Technologies 0.1 $1.8M 172k 10.50
Ceva (CEVA) 0.1 $2.1M 144k 14.38
Cutera (CUTR) 0.1 $2.0M 275k 7.46
Palomar Medical Technologies 0.1 $1.9M 197k 9.43
Quaker Chemical Corporation (KWR) 0.1 $2.0M 42k 46.67
Intersil Corporation 0.1 $1.5M 176k 8.74
Health Management Associates 0.1 $1.7M 198k 8.39
Celadon (CGIP) 0.1 $1.7M 105k 16.07
Monotype Imaging Holdings 0.1 $1.7M 107k 15.59
MHI Hospitality Corporation 0.1 $1.6M 386k 4.07
Santarus 0.1 $1.8M 201k 8.88
Oasis Petroleum 0.1 $1.7M 56k 29.47
Atmi 0.1 $1.3M 71k 18.57
MasTec (MTZ) 0.1 $1.5M 77k 19.69
Caribou Coffee Company 0.1 $1.4M 103k 13.72
Napco Security Systems (NSSC) 0.1 $1.4M 425k 3.37
Ryland 0.0 $975k 33k 30.00
JetBlue Airways Corporation (JBLU) 0.0 $1.0M 210k 4.80
51job 0.0 $1.0M 23k 44.78
InnerWorkings 0.0 $1.1M 81k 13.02
LivePerson (LPSN) 0.0 $1.1M 63k 18.11
Callon Pete Co Del Com Stk 0.0 $993k 161k 6.15
Aspen Technology 0.0 $1.2M 45k 25.85
Nanometrics Incorporated 0.0 $1.2M 86k 13.81
Constant Contact 0.0 $1.1M 65k 17.40
NOVA MEASURING Instruments L (NVMI) 0.0 $1.1M 140k 7.80
SciQuest 0.0 $1.0M 57k 18.21
2060000 Power Solutions International (PSIX) 0.0 $1.0M 66k 15.20
Pioneer Energy Services 0.0 $1.2M 160k 7.79
Computer Task 0.0 $922k 57k 16.18
NuPathe 0.0 $939k 264k 3.56
DealerTrack Holdings 0.0 $691k 25k 27.86
Furmanite Corporation 0.0 $550k 97k 5.68
Imax Corp Cad (IMAX) 0.0 $659k 33k 19.91
K12 0.0 $527k 26k 20.19
Angie's List 0.0 $519k 49k 10.57
STAAR Surgical Company (STAA) 0.0 $193k 26k 7.55
McGrath Rent (MGRC) 0.0 $298k 11k 26.06
Mitcham Industries 0.0 $266k 17k 15.93
Pdi 0.0 $215k 27k 7.96
BioClinica 0.0 $252k 39k 6.39
GenMark Diagnostics 0.0 $228k 25k 9.20
AuthenTec 0.0 $260k 32k 8.02
Triangle Petroleum Corporation 0.0 $228k 32k 7.17
Demandware 0.0 $365k 12k 31.74
Pain Therapeutics 0.0 $79k 16k 5.04