Granahan Investment Management as of March 31, 2023
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 165 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axon Enterprise (AXON) | 4.1 | $136M | 604k | 224.85 | |
| Evolent Health Cl A (EVH) | 3.3 | $110M | 3.4M | 32.45 | |
| SPS Commerce (SPSC) | 3.3 | $109M | 715k | 152.30 | |
| Paycom Software (PAYC) | 3.0 | $100M | 328k | 304.01 | |
| Etsy (ETSY) | 2.9 | $96M | 862k | 111.33 | |
| Magnite Ord (MGNI) | 2.6 | $85M | 9.1M | 9.26 | |
| Indie Semiconductor Class A Com (INDI) | 2.2 | $74M | 7.0M | 10.55 | |
| Hubspot (HUBS) | 2.2 | $72M | 168k | 428.75 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 2.1 | $69M | 6.4M | 10.83 | |
| Ritchie Bros. Auctioneers Inco | 2.1 | $68M | 1.2M | 56.29 | |
| Kornit Digital SHS (KRNT) | 2.1 | $68M | 3.5M | 19.36 | |
| Brooks Automation (AZTA) | 2.1 | $68M | 1.5M | 44.62 | |
| Array Technologies Com Shs (ARRY) | 2.0 | $65M | 3.0M | 21.88 | |
| Toast Cl A (TOST) | 1.9 | $63M | 3.5M | 17.75 | |
| Sprout Social Com Cl A (SPT) | 1.8 | $58M | 952k | 60.88 | |
| CoStar (CSGP) | 1.7 | $55M | 795k | 68.85 | |
| Digital Turbine Com New (APPS) | 1.7 | $55M | 4.4M | 12.36 | |
| Genius Sports Shares Cl A (GENI) | 1.6 | $53M | 11M | 4.98 | |
| 4068594 Enphase Energy (ENPH) | 1.5 | $50M | 238k | 210.28 | |
| Euronet Worldwide (EEFT) | 1.5 | $50M | 446k | 111.90 | |
| Workiva Com Cl A (WK) | 1.5 | $49M | 479k | 102.41 | |
| Phreesia (PHR) | 1.5 | $48M | 1.5M | 32.29 | |
| Paylocity Holding Corporation (PCTY) | 1.2 | $40M | 199k | 198.78 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.1 | $37M | 794k | 46.88 | |
| Chart Industries (GTLS) | 1.1 | $37M | 296k | 125.40 | |
| Lovesac Company (LOVE) | 1.1 | $37M | 1.3M | 28.90 | |
| Ameresco Cl A (AMRC) | 1.0 | $33M | 662k | 49.22 | |
| Enovix Corp (ENVX) | 1.0 | $33M | 2.2M | 14.91 | |
| Vita Coco Co Inc/the (COCO) | 0.9 | $31M | 1.6M | 19.62 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.9 | $30M | 1.0M | 29.27 | |
| Healthequity (HQY) | 0.9 | $30M | 513k | 58.71 | |
| Twilio Cl A (TWLO) | 0.9 | $29M | 436k | 66.63 | |
| Materion Corporation (MTRN) | 0.8 | $27M | 235k | 116.00 | |
| Castle Biosciences (CSTL) | 0.8 | $27M | 1.2M | 22.72 | |
| Veracyte (VCYT) | 0.8 | $26M | 1.1M | 22.30 | |
| Casella Waste Sys Cl A (CWST) | 0.8 | $25M | 307k | 82.66 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.7 | $25M | 2.1M | 11.46 | |
| Natera (NTRA) | 0.7 | $25M | 443k | 55.52 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $24M | 105k | 232.73 | |
| First Solar (FSLR) | 0.7 | $23M | 108k | 217.50 | |
| Texas Capital Bancshares (TCBI) | 0.7 | $23M | 475k | 48.96 | |
| Si-bone (SIBN) | 0.7 | $23M | 1.2M | 19.67 | |
| Orthopediatrics Corp. (KIDS) | 0.7 | $23M | 519k | 44.29 | |
| Pure Storage Cl A (PSTG) | 0.7 | $23M | 889k | 25.51 | |
| Shotspotter (SSTI) | 0.7 | $22M | 565k | 39.32 | |
| Globant S A (GLOB) | 0.7 | $22M | 135k | 164.01 | |
| Everquote Com Cl A (EVER) | 0.7 | $22M | 1.6M | 13.90 | |
| PROS Holdings (PRO) | 0.7 | $22M | 786k | 27.40 | |
| Veeco Instruments (VECO) | 0.6 | $21M | 1.0M | 21.13 | |
| Harmonic (HLIT) | 0.6 | $21M | 1.4M | 14.59 | |
| Columbus McKinnon (CMCO) | 0.6 | $20M | 544k | 37.16 | |
| Callaway Golf Company (MODG) | 0.6 | $20M | 912k | 21.62 | |
| Guidewire Software (GWRE) | 0.6 | $20M | 240k | 82.05 | |
| Stratasys SHS (SSYS) | 0.6 | $19M | 1.1M | 16.53 | |
| Lithia Motors (LAD) | 0.6 | $19M | 82k | 228.93 | |
| Repligen Corporation (RGEN) | 0.6 | $19M | 111k | 168.36 | |
| Liquidity Services (LQDT) | 0.6 | $19M | 1.4M | 13.17 | |
| Biolife Solutions Com New (BLFS) | 0.6 | $19M | 851k | 21.75 | |
| Porch Group (PRCH) | 0.5 | $18M | 13M | 1.43 | |
| James River Group Holdings L (JRVR) | 0.5 | $18M | 852k | 20.65 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.5 | $16M | 725k | 22.53 | |
| Power Integrations (POWI) | 0.5 | $16M | 191k | 84.64 | |
| Perficient (PRFT) | 0.5 | $16M | 214k | 72.19 | |
| 908 Devices (MASS) | 0.5 | $15M | 1.8M | 8.60 | |
| Bumble Com Cl A (BMBL) | 0.5 | $15M | 763k | 19.55 | |
| The Beauty Health Company Com Cl A (SKIN) | 0.4 | $15M | 1.2M | 12.63 | |
| Portillos Com Cl A (PTLO) | 0.4 | $15M | 685k | 21.37 | |
| Quanterix Ord (QTRX) | 0.4 | $15M | 1.3M | 11.27 | |
| WNS HLDGS Spon Adr | 0.4 | $14M | 153k | 93.17 | |
| First Watch Restaurant Groupco (FWRG) | 0.4 | $14M | 873k | 16.06 | |
| Pliant Therapeutics (PLRX) | 0.4 | $14M | 519k | 26.60 | |
| Ceva (CEVA) | 0.4 | $14M | 446k | 30.43 | |
| Definitive Healthcare Corp Class A Com (DH) | 0.4 | $13M | 1.2M | 10.33 | |
| Alta Equipment Group Common Stock (ALTG) | 0.4 | $13M | 805k | 15.85 | |
| Figs Cl A (FIGS) | 0.4 | $13M | 2.0M | 6.19 | |
| Bill Com Holdings Ord (BILL) | 0.4 | $12M | 149k | 81.14 | |
| Health Catalyst (HCAT) | 0.4 | $12M | 995k | 11.67 | |
| Fiverr Intl Ord Shs (FVRR) | 0.3 | $11M | 327k | 34.92 | |
| Ciena Corp Com New (CIEN) | 0.3 | $11M | 217k | 52.52 | |
| Prothena Corp SHS (PRTA) | 0.3 | $11M | 233k | 48.47 | |
| Varonis Sys (VRNS) | 0.3 | $11M | 432k | 26.01 | |
| Hagerty Cl A Com (HGTY) | 0.3 | $11M | 1.3M | 8.74 | |
| Radware Ord (RDWR) | 0.3 | $11M | 513k | 21.54 | |
| Domo Com Cl B (DOMO) | 0.3 | $11M | 772k | 14.19 | |
| Apellis Pharmaceuticals (APLS) | 0.3 | $11M | 164k | 65.96 | |
| Arcus Biosciences Incorporated (RCUS) | 0.3 | $11M | 577k | 18.24 | |
| Blueprint Medicines (BPMC) | 0.3 | $10M | 232k | 44.99 | |
| Rapid7 (RPD) | 0.3 | $10M | 225k | 45.91 | |
| OSI Systems (OSIS) | 0.3 | $10M | 99k | 102.36 | |
| Ptc (PTC) | 0.3 | $9.9M | 78k | 128.23 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $9.9M | 276k | 35.79 | |
| Intellia Therapeutics (NTLA) | 0.3 | $9.7M | 259k | 37.27 | |
| Nutanix Cl A (NTNX) | 0.3 | $9.6M | 368k | 25.99 | |
| Onto Innovation (ONTO) | 0.3 | $9.4M | 107k | 87.88 | |
| Vericel (VCEL) | 0.3 | $9.0M | 307k | 29.32 | |
| Pacific Biosciences of California (PACB) | 0.3 | $8.9M | 766k | 11.58 | |
| Cryoport Com Par $0.001 (CYRX) | 0.3 | $8.5M | 356k | 24.00 | |
| Hudson Technologies (HDSN) | 0.3 | $8.3M | 946k | 8.73 | |
| Qualys (QLYS) | 0.2 | $7.9M | 61k | 130.02 | |
| Riskified Shs Cl A (RSKD) | 0.2 | $7.9M | 1.4M | 5.64 | |
| Revance Therapeutics (RVNC) | 0.2 | $7.8M | 244k | 32.21 | |
| Stoneridge (SRI) | 0.2 | $7.6M | 408k | 18.70 | |
| Limelight Networks | 0.2 | $7.5M | 9.5M | 0.79 | |
| Appian Corp Cl A (APPN) | 0.2 | $7.5M | 169k | 44.38 | |
| Solaredge Technologies (SEDG) | 0.2 | $7.5M | 25k | 303.95 | |
| CorVel Corporation (CRVL) | 0.2 | $7.1M | 37k | 190.28 | |
| Ambarella SHS (AMBA) | 0.2 | $6.9M | 90k | 77.42 | |
| Kinsale Cap Group (KNSL) | 0.2 | $6.8M | 23k | 300.15 | |
| Mesa Laboratories (MLAB) | 0.2 | $6.6M | 38k | 174.73 | |
| Silicon Laboratories (SLAB) | 0.2 | $6.5M | 37k | 175.09 | |
| Shockwave Med | 0.2 | $6.4M | 30k | 216.83 | |
| Axt (AXTI) | 0.2 | $6.2M | 1.6M | 3.98 | |
| Kiniksa Pharmaceuticals Com Cl A | 0.2 | $6.2M | 575k | 10.76 | |
| Harvard Bioscience (HBIO) | 0.2 | $6.0M | 1.4M | 4.20 | |
| Epam Systems (EPAM) | 0.2 | $5.9M | 20k | 299.00 | |
| Zymeworks Del (ZYME) | 0.2 | $5.9M | 650k | 9.04 | |
| Monolithic Power Systems (MPWR) | 0.2 | $5.8M | 12k | 500.54 | |
| TechTarget (TTGT) | 0.2 | $5.6M | 156k | 36.12 | |
| Grocery Outlet Hldg Corp (GO) | 0.2 | $5.6M | 199k | 28.26 | |
| Heska Corp Com Restrc New | 0.2 | $5.6M | 57k | 97.62 | |
| Neogen Corporation (NEOG) | 0.2 | $5.5M | 298k | 18.52 | |
| Canadian Solar (CSIQ) | 0.2 | $5.4M | 136k | 39.81 | |
| Transmedics Group (TMDX) | 0.2 | $5.3M | 70k | 75.73 | |
| Cytosorbents Corp Com New (CTSO) | 0.2 | $5.3M | 1.6M | 3.37 | |
| Stoke Therapeutics (STOK) | 0.2 | $5.0M | 604k | 8.33 | |
| Cyberark Software SHS (CYBR) | 0.2 | $5.0M | 34k | 147.98 | |
| Edgewise Therapeutics (EWTX) | 0.1 | $4.9M | 734k | 6.67 | |
| Akoya Biosciences (AKYA) | 0.1 | $4.9M | 597k | 8.18 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $4.8M | 403k | 11.99 | |
| Mirati Therapeutics | 0.1 | $4.8M | 129k | 37.18 | |
| Bluebird Bio (BLUE) | 0.1 | $4.6M | 1.4M | 3.18 | |
| Xencor (XNCR) | 0.1 | $4.5M | 163k | 27.89 | |
| Insmed Com Par $.01 (INSM) | 0.1 | $4.5M | 264k | 17.05 | |
| Thredup Cl A (TDUP) | 0.1 | $4.5M | 1.8M | 2.53 | |
| Okta Cl A (OKTA) | 0.1 | $4.3M | 49k | 86.24 | |
| Expedia Group Com New (EXPE) | 0.1 | $4.2M | 43k | 97.03 | |
| Beam Therapeutics (BEAM) | 0.1 | $4.2M | 136k | 30.62 | |
| Airgain (AIRG) | 0.1 | $3.8M | 717k | 5.37 | |
| Chicken Soup For The Soul En Cl A (CSSEQ) | 0.1 | $3.6M | 1.8M | 2.00 | |
| Kezar Life Sciences | 0.1 | $3.5M | 1.1M | 3.13 | |
| Maxcyte (MXCT) | 0.1 | $3.5M | 708k | 4.95 | |
| Sitime Corp (SITM) | 0.1 | $3.5M | 24k | 142.23 | |
| ImmunoGen | 0.1 | $3.3M | 865k | 3.84 | |
| Confluent Class A Com (CFLT) | 0.1 | $3.3M | 137k | 24.07 | |
| Vicor Corporation (VICR) | 0.1 | $3.3M | 70k | 46.94 | |
| Match Group (MTCH) | 0.1 | $3.0M | 78k | 38.39 | |
| Akoustis Technologies | 0.1 | $2.9M | 948k | 3.08 | |
| Icad Com New (ICAD) | 0.1 | $2.7M | 2.1M | 1.24 | |
| Arteris (AIP) | 0.1 | $2.5M | 601k | 4.23 | |
| Green Brick Partners (GRBK) | 0.1 | $2.4M | 68k | 35.06 | |
| Tree (TREE) | 0.1 | $2.4M | 89k | 26.66 | |
| Biomerica Com New (BMRA) | 0.1 | $2.2M | 1.2M | 1.87 | |
| Veritone (VERI) | 0.1 | $1.8M | 309k | 5.83 | |
| Luxfer Hldgs SHS (LXFR) | 0.1 | $1.7M | 103k | 16.90 | |
| Flex Ord (FLEX) | 0.1 | $1.7M | 73k | 23.01 | |
| Rush Enterprises Cl A (RUSHA) | 0.0 | $1.6M | 30k | 54.60 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.0 | $1.6M | 74k | 21.39 | |
| Silk Road Medical Inc Common | 0.0 | $906k | 23k | 39.13 | |
| Energy Recovery (ERII) | 0.0 | $850k | 37k | 23.05 | |
| Caribou Biosciences (CRBU) | 0.0 | $646k | 122k | 5.31 | |
| Douglas Dynamics (PLOW) | 0.0 | $561k | 18k | 31.89 | |
| Lifemd (LFMD) | 0.0 | $368k | 217k | 1.70 | |
| Research Solutions (RSSS) | 0.0 | $54k | 27k | 2.01 | |
| Clean Energy Fuels (CLNE) | 0.0 | $49k | 11k | 4.36 | |
| Renalytix Ads (RNLXY) | 0.0 | $27k | 11k | 2.42 |
