Granahan Investment Management as of June 30, 2020
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 191 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LivePerson (LPSN) | 4.6 | $126M | 3.0M | 41.43 | |
| Axon Enterprise (AXON) | 4.4 | $121M | 1.2M | 98.13 | |
| Etsy (ETSY) | 3.5 | $98M | 921k | 106.23 | |
| Chegg (CHGG) | 3.5 | $96M | 1.4M | 67.26 | |
| Kornit Digital (KRNT) | 3.0 | $84M | 1.6M | 53.38 | |
| Paylocity Holding Corporation (PCTY) | 3.0 | $84M | 572k | 145.89 | |
| CoStar (CSGP) | 3.0 | $82M | 115k | 710.67 | |
| eHealth (EHTH) | 2.4 | $66M | 667k | 98.24 | |
| SPS Commerce (SPSC) | 2.4 | $65M | 870k | 75.12 | |
| Strategic Education (STRA) | 2.0 | $55M | 361k | 153.65 | |
| 4068594 Enphase Energy (ENPH) | 2.0 | $55M | 1.2M | 47.57 | |
| Magnite Ord (MGNI) | 1.9 | $52M | 7.9M | 6.67 | |
| Brooks Automation (AZTA) | 1.9 | $51M | 1.2M | 44.24 | |
| Healthequity (HQY) | 1.7 | $48M | 824k | 58.67 | |
| OSI Systems (OSIS) | 1.7 | $48M | 643k | 74.64 | |
| Paycom Software (PAYC) | 1.7 | $47M | 153k | 309.73 | |
| Coupa Software | 1.6 | $43M | 155k | 277.04 | |
| Everquote Cl A Ord (EVER) | 1.5 | $42M | 719k | 58.16 | |
| Virtusa Corporation | 1.5 | $41M | 1.3M | 32.47 | |
| 2u (TWOU) | 1.3 | $37M | 982k | 37.96 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.2 | $34M | 289k | 117.20 | |
| Pluralsight Inc Cl A | 1.2 | $33M | 1.8M | 18.05 | |
| Trade Desk (TTD) | 1.1 | $30M | 75k | 406.51 | |
| Blackline (BL) | 1.1 | $30M | 365k | 82.91 | |
| Sprout Social Cl A Ord (SPT) | 1.0 | $28M | 1.0M | 27.00 | |
| Hubspot (HUBS) | 1.0 | $28M | 123k | 224.35 | |
| Limelight Networks | 1.0 | $27M | 3.7M | 7.36 | |
| Digital Turbine (APPS) | 1.0 | $26M | 2.1M | 12.57 | |
| Workiva Inc equity us cm (WK) | 0.8 | $24M | 439k | 53.49 | |
| Lovesac Company (LOVE) | 0.8 | $23M | 894k | 26.23 | |
| Globant S A (GLOB) | 0.8 | $23M | 156k | 149.85 | |
| Sonic Automotive (SAH) | 0.8 | $23M | 723k | 31.91 | |
| Zscaler Incorporated (ZS) | 0.8 | $23M | 205k | 109.50 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.8 | $21M | 709k | 30.25 | |
| Repligen Corporation (RGEN) | 0.8 | $21M | 167k | 127.37 | |
| Cornerstone Ondemand | 0.7 | $21M | 538k | 38.56 | |
| Evolent Health (EVH) | 0.7 | $21M | 2.9M | 7.12 | |
| Immunomedics | 0.7 | $20M | 554k | 35.44 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $20M | 145k | 134.04 | |
| NeoGenomics (NEO) | 0.7 | $19M | 627k | 30.98 | |
| Columbus McKinnon (CMCO) | 0.7 | $19M | 581k | 33.45 | |
| Vericel (VCEL) | 0.7 | $19M | 1.4M | 13.82 | |
| Dropbox Inc-class A (DBX) | 0.7 | $19M | 850k | 21.77 | |
| Argenx Se (ARGX) | 0.7 | $18M | 82k | 225.23 | |
| Cloudera | 0.7 | $18M | 1.4M | 12.72 | |
| Euronet Worldwide (EEFT) | 0.6 | $18M | 186k | 95.82 | |
| Victory Cap Hldgs (VCTR) | 0.6 | $18M | 1.0M | 17.19 | |
| 1life Healthcare | 0.6 | $18M | 481k | 36.32 | |
| Shotspotter (SSTI) | 0.6 | $17M | 690k | 25.20 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.6 | $17M | 3.6M | 4.77 | |
| MarineMax (HZO) | 0.6 | $17M | 751k | 22.39 | |
| Esperion Therapeutics (ESPR) | 0.6 | $16M | 312k | 51.31 | |
| Materion Corporation (MTRN) | 0.6 | $16M | 259k | 61.49 | |
| Veracyte (VCYT) | 0.6 | $16M | 613k | 25.90 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $15M | 172k | 86.94 | |
| CONMED Corporation (CNMD) | 0.5 | $15M | 204k | 71.99 | |
| Pacira Pharmaceuticals (PCRX) | 0.5 | $14M | 270k | 52.47 | |
| Q2 Holdings (QTWO) | 0.5 | $14M | 164k | 85.79 | |
| Douglas Dynamics (PLOW) | 0.5 | $14M | 387k | 35.12 | |
| Selectquote Ord (SLQT) | 0.5 | $14M | 535k | 25.33 | |
| Alta Equipment Group (ALTG) | 0.5 | $13M | 1.7M | 7.77 | |
| Insmed (INSM) | 0.5 | $13M | 474k | 27.54 | |
| Rush Enterprises (RUSHA) | 0.5 | $13M | 314k | 41.46 | |
| Acceleron Pharma | 0.5 | $13M | 134k | 95.27 | |
| Upland Software (UPLD) | 0.4 | $12M | 347k | 34.76 | |
| Mimecast | 0.4 | $12M | 285k | 41.66 | |
| Chart Industries (GTLS) | 0.4 | $12M | 242k | 48.49 | |
| Luxfer Holdings (LXFR) | 0.4 | $11M | 792k | 14.15 | |
| Pure Storage Inc - Class A (PSTG) | 0.4 | $11M | 643k | 17.33 | |
| Power Integrations (POWI) | 0.4 | $11M | 92k | 118.13 | |
| Gray Television (GTN) | 0.4 | $10M | 747k | 13.95 | |
| Castle Biosciences (CSTL) | 0.4 | $10M | 276k | 37.69 | |
| Innovative Industria A (IIPR) | 0.4 | $10M | 118k | 88.02 | |
| BGC Partners | 0.4 | $10M | 3.8M | 2.74 | |
| Oxford Immunotec Global | 0.4 | $10M | 796k | 13.00 | |
| Enanta Pharmaceuticals (ENTA) | 0.4 | $10M | 205k | 50.21 | |
| Flexion Therapeutics | 0.4 | $10M | 776k | 13.15 | |
| Rapid7 (RPD) | 0.4 | $9.9M | 194k | 51.02 | |
| Teladoc (TDOC) | 0.4 | $9.9M | 52k | 190.84 | |
| AtriCure (ATRC) | 0.4 | $9.7M | 216k | 44.95 | |
| Western Digital (WDC) | 0.3 | $9.7M | 219k | 44.15 | |
| Quanterix Ord (QTRX) | 0.3 | $9.6M | 351k | 27.39 | |
| Cardiovascular Systems | 0.3 | $9.3M | 294k | 31.55 | |
| Onto Innovation (ONTO) | 0.3 | $9.1M | 267k | 34.04 | |
| Vonage Holdings | 0.3 | $9.0M | 898k | 10.06 | |
| Lawson Products (DSGR) | 0.3 | $9.0M | 278k | 32.26 | |
| Titan Machinery (TITN) | 0.3 | $8.8M | 806k | 10.86 | |
| Mobile Mini | 0.3 | $8.7M | 295k | 29.50 | |
| Blueprint Medicines (BPMC) | 0.3 | $8.6M | 111k | 78.00 | |
| PROS Holdings (PRO) | 0.3 | $8.4M | 189k | 44.43 | |
| Karyopharm Therapeutics (KPTI) | 0.3 | $8.3M | 438k | 18.94 | |
| Ciena Corporation (CIEN) | 0.3 | $7.8M | 144k | 54.16 | |
| Casella Waste Systems (CWST) | 0.3 | $7.3M | 141k | 52.12 | |
| Vapotherm | 0.3 | $7.3M | 179k | 40.99 | |
| Aaron's | 0.2 | $6.8M | 149k | 45.40 | |
| Bluebird Bio (BLUE) | 0.2 | $6.5M | 106k | 61.04 | |
| Gan (GAN) | 0.2 | $6.3M | 247k | 25.45 | |
| Motorcar Parts of America (MPAA) | 0.2 | $6.2M | 349k | 17.67 | |
| Macrogenics (MGNX) | 0.2 | $6.1M | 219k | 27.92 | |
| Cytosorbents (CTSO) | 0.2 | $5.8M | 590k | 9.90 | |
| Purple Innovatio (PRPL) | 0.2 | $5.7M | 317k | 18.00 | |
| Ceva (CEVA) | 0.2 | $5.5M | 147k | 37.42 | |
| Texas Capital Bancshares (TCBI) | 0.2 | $5.5M | 177k | 30.87 | |
| Harvard Bioscience (HBIO) | 0.2 | $5.4M | 1.7M | 3.10 | |
| Autolus Therapeutics Plc spon ads (AUTL) | 0.2 | $5.3M | 331k | 16.03 | |
| Ligand Pharmaceuticals In (LGND) | 0.2 | $5.2M | 47k | 111.84 | |
| Orthopediatrics Corp. (KIDS) | 0.2 | $4.9M | 113k | 43.76 | |
| Newmark Group (NMRK) | 0.2 | $4.8M | 984k | 4.86 | |
| Perficient (PRFT) | 0.2 | $4.6M | 128k | 35.79 | |
| Neoleukin Therapeutics | 0.2 | $4.6M | 275k | 16.60 | |
| Biolife Solutions (BLFS) | 0.2 | $4.3M | 261k | 16.35 | |
| Vail Resorts (MTN) | 0.2 | $4.2M | 23k | 182.17 | |
| Encore Capital (ECPG) | 0.1 | $4.1M | 119k | 34.18 | |
| Kindred Biosciences | 0.1 | $4.0M | 892k | 4.49 | |
| Inphi Corporation | 0.1 | $3.9M | 33k | 117.50 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $3.8M | 162k | 23.71 | |
| Qualys (QLYS) | 0.1 | $3.8M | 36k | 104.03 | |
| WNS | 0.1 | $3.8M | 68k | 54.98 | |
| Kinsale Cap Group (KNSL) | 0.1 | $3.7M | 24k | 155.22 | |
| Liquidity Services (LQDT) | 0.1 | $3.6M | 598k | 5.96 | |
| Paratek Pharmaceuticals | 0.1 | $3.6M | 683k | 5.22 | |
| Jounce Therapeutics | 0.1 | $3.6M | 516k | 6.90 | |
| TechTarget (TTGT) | 0.1 | $3.5M | 116k | 30.03 | |
| Scorpio Tankers (STNG) | 0.1 | $3.4M | 266k | 12.81 | |
| Varonis Sys (VRNS) | 0.1 | $3.4M | 38k | 88.49 | |
| Radware Ltd ord (RDWR) | 0.1 | $3.3M | 142k | 23.59 | |
| Crispr Therapeutics (CRSP) | 0.1 | $3.2M | 44k | 73.49 | |
| Cyberark Software (CYBR) | 0.1 | $3.2M | 32k | 99.29 | |
| Twilio Inc cl a (TWLO) | 0.1 | $3.1M | 14k | 219.45 | |
| Okta Inc cl a (OKTA) | 0.1 | $3.0M | 15k | 200.24 | |
| Cytomx Therapeutics (CTMX) | 0.1 | $3.0M | 358k | 8.33 | |
| Teradyne (TER) | 0.1 | $3.0M | 35k | 84.52 | |
| New Relic | 0.1 | $2.9M | 43k | 68.91 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.9M | 12k | 237.01 | |
| Proto Labs (PRLB) | 0.1 | $2.9M | 25k | 112.47 | |
| Ptc (PTC) | 0.1 | $2.8M | 36k | 77.80 | |
| James River Group Holdings L (JRVR) | 0.1 | $2.8M | 63k | 44.99 | |
| Xencor (XNCR) | 0.1 | $2.8M | 86k | 32.39 | |
| Beam Therapeutics (BEAM) | 0.1 | $2.7M | 97k | 28.00 | |
| Neophotonics Corp | 0.1 | $2.7M | 300k | 8.88 | |
| Tradeweb Markets (TW) | 0.1 | $2.7M | 46k | 58.15 | |
| Frequency Therapeutics | 0.1 | $2.5M | 109k | 23.25 | |
| Vicor Corporation (VICR) | 0.1 | $2.5M | 35k | 71.96 | |
| Aerie Pharmaceuticals | 0.1 | $2.4M | 166k | 14.76 | |
| Intercept Pharmaceuticals In | 0.1 | $2.4M | 50k | 47.91 | |
| Silicon Laboratories (SLAB) | 0.1 | $2.4M | 24k | 100.27 | |
| Proofpoint | 0.1 | $2.4M | 21k | 111.13 | |
| Computer Task | 0.1 | $2.3M | 566k | 4.03 | |
| Qts Realty Trust | 0.1 | $2.3M | 35k | 64.08 | |
| Spero Therapeutics (SPRO) | 0.1 | $2.3M | 167k | 13.53 | |
| Editas Medicine (EDIT) | 0.1 | $2.1M | 70k | 29.59 | |
| Airgain (AIRG) | 0.1 | $2.1M | 192k | 10.74 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.1 | $2.1M | 558k | 3.69 | |
| Fennec Pharmaceuticals (FENC) | 0.1 | $2.0M | 245k | 8.35 | |
| Sharpspring Inc Com equity / small cap | 0.1 | $2.0M | 227k | 8.78 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $1.9M | 473k | 4.01 | |
| Expedia (EXPE) | 0.1 | $1.9M | 23k | 82.20 | |
| Redwood Trust (RWT) | 0.1 | $1.8M | 259k | 7.00 | |
| Intellia Therapeutics (NTLA) | 0.1 | $1.6M | 76k | 21.02 | |
| Sientra | 0.1 | $1.4M | 371k | 3.87 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $1.4M | 111k | 12.54 | |
| Akoustis Technologies (AKTS) | 0.0 | $1.4M | 165k | 8.29 | |
| Organogenesis Hldgs (ORGO) | 0.0 | $1.3M | 350k | 3.84 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $1.2M | 14k | 86.98 | |
| Diamondback Energy (FANG) | 0.0 | $1.1M | 27k | 41.82 | |
| Angi Homeservices (ANGI) | 0.0 | $1.1M | 92k | 12.15 | |
| Sangamo Biosciences (SGMO) | 0.0 | $1.1M | 124k | 8.96 | |
| Nabriva Therapeutics | 0.0 | $933k | 1.4M | 0.67 | |
| Bio-Rad Laboratories (BIO) | 0.0 | $929k | 2.1k | 451.41 | |
| Abiomed | 0.0 | $919k | 3.8k | 241.71 | |
| Tyler Technologies (TYL) | 0.0 | $910k | 2.6k | 347.20 | |
| Xeris Pharmaceuticals | 0.0 | $905k | 340k | 2.66 | |
| Johnson Outdoors (JOUT) | 0.0 | $892k | 9.8k | 91.04 | |
| Profire Energy (PFIE) | 0.0 | $860k | 1.0M | 0.84 | |
| Sotherly Hotels (SOHO) | 0.0 | $799k | 317k | 2.52 | |
| Match Group (MTCH) | 0.0 | $738k | 6.9k | 107.07 | |
| Rumbleon Inc cl b | 0.0 | $630k | 65k | 9.67 | |
| Ring Energy (REI) | 0.0 | $588k | 507k | 1.16 | |
| Albany International (AIN) | 0.0 | $555k | 9.5k | 58.71 | |
| Ingersoll Rand (IR) | 0.0 | $552k | 20k | 28.09 | |
| Otonomy | 0.0 | $540k | 149k | 3.62 | |
| Ringcentral (RNG) | 0.0 | $511k | 1.8k | 285.16 | |
| Yandex Nv-a (YNDX) | 0.0 | $501k | 10k | 50.04 | |
| TransAct Technologies Incorporated (TACT) | 0.0 | $389k | 85k | 4.58 | |
| Insulet Corporation (PODD) | 0.0 | $382k | 2.0k | 194.50 | |
| Argan (AGX) | 0.0 | $349k | 7.4k | 47.41 | |
| Entasis Therapeutics Holdings Ord | 0.0 | $340k | 115k | 2.96 | |
| Guidewire Software (GWRE) | 0.0 | $292k | 2.6k | 110.82 | |
| Dmc Global (BOOM) | 0.0 | $240k | 8.7k | 27.55 | |
| Biomerica (BMRA) | 0.0 | $183k | 25k | 7.27 | |
| Hudson Technologies (HDSN) | 0.0 | $93k | 92k | 1.01 |
