Granahan Investment Management as of June 30, 2023
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 175 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPS Commerce (SPSC) | 3.5 | $113M | 588k | 192.06 | |
| Magnite Ord (MGNI) | 3.2 | $103M | 7.6M | 13.65 | |
| Axon Enterprise (AXON) | 3.2 | $103M | 526k | 195.12 | |
| Sprout Social Com Cl A (SPT) | 3.1 | $102M | 2.2M | 46.16 | |
| Paycom Software (PAYC) | 3.1 | $99M | 309k | 321.24 | |
| Toast Cl A (TOST) | 2.8 | $92M | 4.1M | 22.57 | |
| Kornit Digital SHS (KRNT) | 2.8 | $92M | 3.1M | 29.37 | |
| Evolent Health Cl A (EVH) | 2.7 | $88M | 2.9M | 30.30 | |
| CoStar (CSGP) | 2.2 | $70M | 792k | 89.00 | |
| Indie Semiconductor Class A Com (INDI) | 2.0 | $66M | 7.0M | 9.40 | |
| Genius Sports Shares Cl A (GENI) | 2.0 | $65M | 11M | 6.19 | |
| Chart Industries (GTLS) | 1.9 | $61M | 383k | 159.79 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.9 | $61M | 7.1M | 8.54 | |
| Etsy (ETSY) | 1.9 | $61M | 716k | 84.61 | |
| 4068594 Enphase Energy (ENPH) | 1.6 | $53M | 318k | 167.48 | |
| Rb Global (RBA) | 1.6 | $53M | 882k | 60.00 | |
| Array Technologies Com Shs (ARRY) | 1.6 | $51M | 2.3M | 22.60 | |
| Workiva Com Cl A (WK) | 1.4 | $46M | 454k | 101.66 | |
| Euronet Worldwide (EEFT) | 1.3 | $42M | 362k | 117.37 | |
| Enovix Corp (ENVX) | 1.3 | $42M | 2.3M | 18.04 | |
| Lovesac Company (LOVE) | 1.2 | $40M | 1.5M | 26.95 | |
| Hubspot (HUBS) | 1.2 | $39M | 74k | 532.09 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.2 | $38M | 784k | 47.79 | |
| Castle Biosciences (CSTL) | 1.1 | $35M | 2.5M | 13.72 | |
| Brooks Automation (AZTA) | 1.1 | $34M | 737k | 46.68 | |
| Texas Capital Bancshares (TCBI) | 1.0 | $32M | 624k | 51.50 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 1.0 | $31M | 995k | 31.54 | |
| Paylocity Holding Corporation (PCTY) | 1.0 | $31M | 168k | 184.53 | |
| Healthequity (HQY) | 1.0 | $31M | 491k | 63.14 | |
| Ameresco Cl A (AMRC) | 0.9 | $31M | 629k | 48.63 | |
| Twilio Cl A (TWLO) | 0.9 | $31M | 480k | 63.62 | |
| Phreesia (PHR) | 0.9 | $29M | 943k | 31.01 | |
| Materion Corporation (MTRN) | 0.8 | $27M | 235k | 114.20 | |
| Quanterix Ord (QTRX) | 0.8 | $27M | 1.2M | 22.55 | |
| Vita Coco Co Inc/the (COCO) | 0.8 | $26M | 970k | 26.87 | |
| Globant S A (GLOB) | 0.8 | $26M | 144k | 179.72 | |
| Casella Waste Sys Cl A (CWST) | 0.8 | $26M | 285k | 90.45 | |
| Si-bone (SIBN) | 0.8 | $26M | 944k | 26.98 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.8 | $25M | 2.6M | 9.25 | |
| PROS Holdings (PRO) | 0.7 | $24M | 784k | 30.80 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $24M | 110k | 217.47 | |
| Pure Storage Cl A (PSTG) | 0.7 | $24M | 639k | 36.82 | |
| Veeco Instruments (VECO) | 0.7 | $22M | 873k | 25.68 | |
| Orthopediatrics Corp. (KIDS) | 0.7 | $22M | 499k | 43.85 | |
| Callaway Golf Company (MODG) | 0.7 | $22M | 1.1M | 19.85 | |
| Repligen Corporation (RGEN) | 0.7 | $21M | 151k | 141.46 | |
| Columbus McKinnon (CMCO) | 0.7 | $21M | 523k | 40.65 | |
| Biolife Solutions Com New (BLFS) | 0.6 | $21M | 944k | 22.10 | |
| Portillos Com Cl A (PTLO) | 0.6 | $20M | 899k | 22.53 | |
| Prothena Corp SHS (PRTA) | 0.6 | $20M | 295k | 68.28 | |
| Bumble Com Cl A (BMBL) | 0.6 | $20M | 1.2M | 16.78 | |
| Natera (NTRA) | 0.6 | $19M | 391k | 48.66 | |
| James River Group Holdings L (JRVR) | 0.6 | $18M | 1.0M | 18.26 | |
| Perficient (PRFT) | 0.6 | $18M | 218k | 83.33 | |
| Guidewire Software (GWRE) | 0.6 | $18M | 235k | 76.08 | |
| Stratasys SHS (SSYS) | 0.5 | $18M | 1.0M | 17.76 | |
| Life Time Group Holdings Common Stock (LTH) | 0.5 | $17M | 885k | 19.67 | |
| Porch Group (PRCH) | 0.5 | $17M | 13M | 1.38 | |
| Ww Intl (WW) | 0.5 | $16M | 2.4M | 6.72 | |
| Harmonic (HLIT) | 0.5 | $16M | 991k | 16.17 | |
| Bluebird Bio (BLUE) | 0.5 | $16M | 4.9M | 3.29 | |
| Veracyte (VCYT) | 0.5 | $15M | 592k | 25.47 | |
| Udemy (UDMY) | 0.5 | $15M | 1.4M | 10.73 | |
| Definitive Healthcare Corp Class A Com (DH) | 0.5 | $15M | 1.4M | 11.00 | |
| Pliant Therapeutics (PLRX) | 0.5 | $15M | 810k | 18.12 | |
| Shotspotter (SSTI) | 0.4 | $15M | 668k | 21.86 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.4 | $15M | 777k | 18.75 | |
| Liquidity Services (LQDT) | 0.4 | $15M | 882k | 16.50 | |
| Health Catalyst (HCAT) | 0.4 | $15M | 1.2M | 12.50 | |
| Alta Equipment Group Common Stock (ALTG) | 0.4 | $14M | 814k | 17.33 | |
| First Solar (FSLR) | 0.4 | $14M | 73k | 190.09 | |
| Cryoport Com Par $0.001 (CYRX) | 0.4 | $14M | 801k | 17.25 | |
| Fiverr Intl Ord Shs (FVRR) | 0.4 | $14M | 522k | 26.01 | |
| First Watch Restaurant Groupco (FWRG) | 0.4 | $13M | 790k | 16.90 | |
| Confluent Class A Com (CFLT) | 0.4 | $13M | 361k | 35.31 | |
| 908 Devices (MASS) | 0.4 | $12M | 1.8M | 6.86 | |
| Blueprint Medicines (BPMC) | 0.4 | $12M | 185k | 63.20 | |
| Lithia Motors (LAD) | 0.4 | $12M | 38k | 304.11 | |
| WNS HLDGS Spon Adr | 0.4 | $12M | 156k | 73.72 | |
| Bill Com Holdings Ord (BILL) | 0.3 | $11M | 97k | 116.85 | |
| Rapid7 (RPD) | 0.3 | $11M | 244k | 45.28 | |
| Power Integrations (POWI) | 0.3 | $11M | 116k | 94.67 | |
| Onto Innovation (ONTO) | 0.3 | $11M | 93k | 116.47 | |
| Intellia Therapeutics (NTLA) | 0.3 | $11M | 262k | 40.78 | |
| Kinsale Cap Group (KNSL) | 0.3 | $11M | 29k | 374.20 | |
| Ptc (PTC) | 0.3 | $10M | 73k | 142.30 | |
| Apellis Pharmaceuticals (APLS) | 0.3 | $10M | 114k | 91.10 | |
| Transmedics Group (TMDX) | 0.3 | $10M | 120k | 83.98 | |
| Nutanix Cl A (NTNX) | 0.3 | $10M | 358k | 28.05 | |
| Solaredge Technologies (SEDG) | 0.3 | $9.9M | 37k | 269.05 | |
| OSI Systems (OSIS) | 0.3 | $9.7M | 82k | 117.83 | |
| The Beauty Health Company Com Cl A (SKIN) | 0.3 | $9.7M | 1.2M | 8.37 | |
| Docgo (DCGO) | 0.3 | $9.4M | 1.0M | 9.37 | |
| Everquote Com Cl A (EVER) | 0.3 | $9.2M | 1.4M | 6.50 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $9.1M | 237k | 38.50 | |
| Ciena Corp Com New (CIEN) | 0.3 | $9.1M | 214k | 42.49 | |
| Radware Ord (RDWR) | 0.3 | $9.0M | 466k | 19.39 | |
| Vicor Corporation (VICR) | 0.3 | $9.0M | 166k | 54.00 | |
| Ceva (CEVA) | 0.3 | $8.8M | 343k | 25.55 | |
| Maxcyte (MXCT) | 0.3 | $8.7M | 1.9M | 4.59 | |
| Neogen Corporation (NEOG) | 0.3 | $8.5M | 390k | 21.75 | |
| Pacific Biosciences of California (PACB) | 0.2 | $8.1M | 610k | 13.30 | |
| ImmunoGen | 0.2 | $8.1M | 427k | 18.87 | |
| Harvard Bioscience (HBIO) | 0.2 | $7.9M | 1.4M | 5.49 | |
| Expedia Group Com New (EXPE) | 0.2 | $7.8M | 72k | 109.39 | |
| Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.2 | $7.6M | 536k | 14.08 | |
| Riskified Shs Cl A (RSKD) | 0.2 | $7.5M | 1.5M | 4.86 | |
| Revance Therapeutics (RVNC) | 0.2 | $7.3M | 289k | 25.31 | |
| Thredup Cl A (TDUP) | 0.2 | $7.3M | 3.0M | 2.44 | |
| Domo Com Cl B (DOMO) | 0.2 | $7.3M | 497k | 14.66 | |
| Qualys (QLYS) | 0.2 | $7.1M | 55k | 129.17 | |
| CorVel Corporation (CRVL) | 0.2 | $6.9M | 36k | 193.50 | |
| Varonis Sys (VRNS) | 0.2 | $6.8M | 255k | 26.65 | |
| Canadian Solar (CSIQ) | 0.2 | $6.8M | 176k | 38.69 | |
| Stoneridge (SRI) | 0.2 | $6.7M | 357k | 18.85 | |
| Mesa Laboratories (MLAB) | 0.2 | $6.7M | 52k | 128.50 | |
| Hudson Technologies (HDSN) | 0.2 | $6.7M | 691k | 9.62 | |
| Figs Cl A (FIGS) | 0.2 | $6.6M | 798k | 8.27 | |
| Shockwave Med (SWAV) | 0.2 | $6.5M | 23k | 285.41 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $6.4M | 315k | 20.31 | |
| Monolithic Power Systems (MPWR) | 0.2 | $6.3M | 12k | 540.23 | |
| Appian Corp Cl A (APPN) | 0.2 | $6.3M | 133k | 47.60 | |
| Silicon Laboratories (SLAB) | 0.2 | $6.3M | 40k | 157.74 | |
| Grocery Outlet Hldg Corp (GO) | 0.2 | $6.1M | 198k | 30.61 | |
| Insmed Com Par $.01 (INSM) | 0.2 | $5.9M | 281k | 21.10 | |
| Cytosorbents Corp Com New (CTSO) | 0.2 | $5.8M | 1.6M | 3.59 | |
| Stoke Therapeutics (STOK) | 0.2 | $5.7M | 533k | 10.63 | |
| Zymeworks Del (ZYME) | 0.2 | $5.5M | 642k | 8.64 | |
| Mirati Therapeutics | 0.2 | $5.2M | 145k | 36.13 | |
| Cyberark Software SHS (CYBR) | 0.2 | $5.2M | 33k | 156.33 | |
| Super Micro Computer (SMCI) | 0.2 | $5.0M | 20k | 249.25 | |
| Silk Road Medical Inc Common (SILK) | 0.2 | $5.0M | 154k | 32.49 | |
| Edgewise Therapeutics (EWTX) | 0.2 | $5.0M | 645k | 7.75 | |
| TechTarget (TTGT) | 0.1 | $4.7M | 152k | 31.13 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $4.7M | 51k | 92.45 | |
| Kezar Life Sciences (KZR) | 0.1 | $4.7M | 1.9M | 2.45 | |
| Axt (AXTI) | 0.1 | $4.4M | 1.3M | 3.44 | |
| Goosehead Ins Com Cl A (GSHD) | 0.1 | $4.3M | 69k | 62.89 | |
| Akoustis Technologies (AKTS) | 0.1 | $4.1M | 1.3M | 3.18 | |
| Arteris (AIP) | 0.1 | $4.0M | 591k | 6.82 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.1 | $3.7M | 72k | 51.00 | |
| Limelight Networks | 0.1 | $3.6M | 5.4M | 0.67 | |
| Akoya Biosciences (AKYA) | 0.1 | $3.6M | 482k | 7.39 | |
| Okta Cl A (OKTA) | 0.1 | $3.5M | 50k | 69.35 | |
| Airgain (AIRG) | 0.1 | $3.2M | 594k | 5.40 | |
| Five9 (FIVN) | 0.1 | $3.1M | 37k | 82.45 | |
| Jfrog Ord Shs (FROG) | 0.1 | $2.9M | 105k | 27.70 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.1 | $2.7M | 41k | 67.29 | |
| Digital Turbine Com New (APPS) | 0.1 | $2.7M | 287k | 9.28 | |
| Ambarella SHS (AMBA) | 0.1 | $2.7M | 32k | 83.67 | |
| Wix SHS (WIX) | 0.1 | $2.5M | 32k | 78.24 | |
| Icad Com New (ICAD) | 0.1 | $2.5M | 1.5M | 1.63 | |
| Sitime Corp (SITM) | 0.1 | $2.3M | 19k | 117.97 | |
| Smartsheet Com Cl A (SMAR) | 0.1 | $2.2M | 58k | 38.26 | |
| Tandem Diabetes Care Com New (TNDM) | 0.1 | $2.2M | 89k | 24.54 | |
| Vericel (VCEL) | 0.1 | $2.1M | 57k | 37.57 | |
| Douglas Dynamics (PLOW) | 0.1 | $2.1M | 70k | 29.88 | |
| Chicken Soup For The Soul En Cl A (CSSE) | 0.1 | $2.1M | 1.7M | 1.19 | |
| Kodiak Sciences (KOD) | 0.1 | $1.9M | 271k | 6.90 | |
| Hagerty Cl A Com (HGTY) | 0.1 | $1.8M | 187k | 9.36 | |
| Rush Enterprises Cl A (RUSHA) | 0.1 | $1.7M | 28k | 60.74 | |
| Hashicorp Com Cl A (HCP) | 0.1 | $1.6M | 63k | 26.18 | |
| Biomerica Com New (BMRA) | 0.0 | $1.6M | 1.1M | 1.36 | |
| Lifemd (LFMD) | 0.0 | $1.3M | 306k | 4.35 | |
| ExlService Holdings (EXLS) | 0.0 | $1.1M | 7.6k | 151.06 | |
| Energy Recovery (ERII) | 0.0 | $988k | 35k | 27.95 | |
| Green Brick Partners (GRBK) | 0.0 | $817k | 14k | 56.80 | |
| Bel Fuse CL B (BELFB) | 0.0 | $746k | 13k | 57.41 | |
| Tetra Tech (TTEK) | 0.0 | $683k | 4.2k | 163.74 | |
| Caribou Biosciences (CRBU) | 0.0 | $537k | 126k | 4.25 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $301k | 1.6k | 183.73 | |
| Darling International (DAR) | 0.0 | $253k | 4.0k | 63.79 | |
| Insulet Corporation (PODD) | 0.0 | $249k | 862.00 | 288.34 | |
| Research Solutions (RSSS) | 0.0 | $62k | 31k | 2.04 | |
| Renalytix Ads (RNLX) | 0.0 | $55k | 19k | 2.92 |
