Granahan Investment Management

Granahan Investment Management as of Sept. 30, 2023

Portfolio Holdings for Granahan Investment Management

Granahan Investment Management holds 183 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Axon Enterprise (AXON) 3.9 $109M 549k 198.99
Sprout Social Com Cl A (SPT) 3.8 $107M 2.2M 49.88
Evolent Health Cl A (EVH) 2.9 $80M 3.0M 27.23
Genius Sports Shares Cl A (GENI) 2.7 $77M 14M 5.33
SPS Commerce (SPSC) 2.6 $72M 425k 170.61
Chart Industries (GTLS) 2.4 $67M 394k 169.12
Toast Cl A (TOST) 2.3 $64M 3.4M 18.73
Paycom Software (PAYC) 2.1 $59M 229k 259.27
CoStar (CSGP) 2.1 $59M 765k 76.89
Zeta Global Holdings Corp Cl A (ZETA) 2.1 $59M 7.0M 8.35
Magnite Ord (MGNI) 1.9 $54M 7.2M 7.54
Indie Semiconductor Class A Com (INDI) 1.8 $51M 8.1M 6.30
Array Technologies Com Shs (ARRY) 1.7 $48M 2.1M 22.19
Rb Global (RBA) 1.7 $48M 761k 62.50
Kornit Digital SHS (KRNT) 1.6 $45M 2.4M 18.91
Workiva Com Cl A (WK) 1.6 $44M 436k 101.34
Castle Biosciences (CSTL) 1.5 $42M 2.5M 16.89
Paylocity Holding Corporation (PCTY) 1.5 $42M 230k 181.70
Willscot Mobil Mini Hldng Com Cl A (WSC) 1.5 $42M 999k 41.59
Globant S A (GLOB) 1.4 $39M 198k 197.85
Healthequity (HQY) 1.3 $36M 489k 73.05
Texas Capital Bancshares (TCBI) 1.3 $36M 605k 58.90
Hubspot (HUBS) 1.2 $35M 70k 492.50
Etsy (ETSY) 1.2 $34M 533k 64.58
Victory Cap Hldgs Com Cl A (VCTR) 1.2 $33M 995k 33.34
Vita Coco Co Inc/the (COCO) 1.1 $30M 1.2M 26.04
Lovesac Company (LOVE) 1.0 $29M 1.4M 19.92
Ww Intl (WW) 1.0 $28M 2.5M 11.07
Grid Dynamics Hldgs Cl A (GDYN) 1.0 $28M 2.3M 12.18
Life Time Group Holdings Common Stock (LTH) 0.9 $26M 1.7M 15.21
Casella Waste Sys Cl A (CWST) 0.9 $25M 332k 76.30
Si-bone (SIBN) 0.9 $24M 1.1M 21.24
Materion Corporation (MTRN) 0.8 $24M 232k 101.91
RBC Bearings Incorporated (RBC) 0.8 $23M 99k 234.13
Enovix Corp (ENVX) 0.8 $23M 1.8M 12.55
PROS Holdings (PRO) 0.8 $23M 649k 34.62
Ccc Intelligent Solutions Holdings (CCCS) 0.8 $21M 1.6M 13.35
Repligen Corporation (RGEN) 0.8 $21M 133k 159.01
Veeco Instruments (VECO) 0.7 $21M 736k 28.11
Quanterix Ord (QTRX) 0.7 $21M 759k 27.14
Phreesia (PHR) 0.7 $20M 1.1M 18.68
Ameresco Cl A (AMRC) 0.7 $20M 517k 38.56
Orthopediatrics Corp. (KIDS) 0.7 $19M 592k 32.00
Columbus McKinnon (CMCO) 0.7 $19M 541k 34.91
Bumble Com Cl A (BMBL) 0.7 $19M 1.3M 14.92
Oddity Tech Shs Cl A (ODD) 0.6 $18M 630k 28.35
Pure Storage Cl A (PSTG) 0.6 $18M 497k 35.62
Udemy (UDMY) 0.6 $17M 1.8M 9.50
Prothena Corp SHS (PRTA) 0.6 $17M 348k 48.25
Natera (NTRA) 0.6 $17M 377k 44.25
Pliant Therapeutics (PLRX) 0.6 $16M 939k 17.34
Euronet Worldwide (EEFT) 0.6 $16M 205k 79.38
Bluebird Bio (BLUE) 0.6 $16M 5.1M 3.04
Callaway Golf Company (MODG) 0.5 $15M 1.1M 13.84
Portillos Com Cl A (PTLO) 0.5 $15M 990k 15.39
4068594 Enphase Energy (ENPH) 0.5 $15M 124k 120.15
Biolife Solutions Com New (BLFS) 0.5 $15M 1.1M 13.81
First Solar (FSLR) 0.5 $14M 88k 161.59
Liquidity Services (LQDT) 0.5 $14M 799k 17.62
Gentherm (THRM) 0.5 $14M 256k 54.26
First Watch Restaurant Groupco (FWRG) 0.5 $13M 766k 17.29
Stratasys SHS (SSYS) 0.5 $13M 946k 13.61
Perficient (PRFT) 0.5 $13M 223k 57.86
James River Group Holdings L (JRVR) 0.5 $13M 832k 15.35
Guidewire Software (GWRE) 0.5 $13M 141k 90.00
Riskified Shs Cl A (RSKD) 0.4 $13M 2.8M 4.48
Nutanix Cl A (NTNX) 0.4 $12M 356k 34.88
908 Devices (MASS) 0.4 $12M 1.8M 6.66
Spx Corp (SPXC) 0.4 $12M 147k 81.40
Health Catalyst (HCAT) 0.4 $12M 1.2M 10.12
Fiverr Intl Ord Shs (FVRR) 0.4 $12M 486k 24.47
Olink Hldg Ab Sponsored Ads (OLK) 0.4 $12M 806k 14.75
Cyberark Software SHS (CYBR) 0.4 $12M 72k 163.77
Blueprint Medicines (BPMC) 0.4 $12M 229k 50.22
Everquote Com Cl A (EVER) 0.4 $11M 1.6M 7.23
WNS HLDGS Spon Adr 0.4 $11M 165k 68.46
Confluent Class A Com (CFLT) 0.4 $11M 380k 29.61
Neogen Corporation (NEOG) 0.4 $11M 605k 18.54
Alta Equipment Group Common Stock (ALTG) 0.4 $11M 925k 12.06
Harmonic (HLIT) 0.4 $11M 1.1M 9.63
ImmunoGen 0.4 $11M 681k 15.87
Definitive Healthcare Corp Class A Com (DH) 0.4 $11M 1.3M 7.99
Ptc (PTC) 0.4 $10M 73k 141.68
Vertex Cl A (VERX) 0.4 $10M 444k 23.10
Arcturus Therapeutics Hldg I (ARCT) 0.4 $10M 399k 25.55
Shotspotter (SSTI) 0.4 $10M 560k 17.90
Kinsale Cap Group (KNSL) 0.4 $9.9M 24k 414.13
Onto Innovation (ONTO) 0.3 $9.5M 74k 127.52
Hudson Technologies (HDSN) 0.3 $9.3M 699k 13.30
Kiniksa Pharmaceuticals Com Cl A 0.3 $9.3M 534k 17.37
Brooks Automation (AZTA) 0.3 $9.2M 183k 50.19
Appian Corp Cl A (APPN) 0.3 $9.1M 200k 45.61
Qualys (QLYS) 0.3 $9.0M 59k 152.55
Cryoport Com Par $0.001 (CYRX) 0.3 $8.6M 630k 13.71
Power Integrations (POWI) 0.3 $8.6M 113k 76.31
Docgo (DCGO) 0.3 $8.6M 1.6M 5.33
Porch Group (PRCH) 0.3 $8.5M 11M 0.80
Veracyte (VCYT) 0.3 $8.5M 381k 22.33
OSI Systems (OSIS) 0.3 $8.3M 70k 118.04
Xenon Pharmaceuticals (XENE) 0.3 $8.1M 236k 34.16
Ciena Corp Com New (CIEN) 0.3 $7.7M 164k 47.26
Vicor Corporation (VICR) 0.3 $7.6M 129k 58.89
Super Micro Computer 0.3 $7.6M 28k 274.22
Harvard Bioscience (HBIO) 0.3 $7.5M 1.7M 4.30
Transmedics Group (TMDX) 0.3 $7.3M 134k 54.75
Chefs Whse (CHEF) 0.3 $7.1M 333k 21.18
Cogent Communications Hldgs Com New (CCOI) 0.2 $6.9M 112k 61.90
Canadian Solar (CSIQ) 0.2 $6.8M 276k 24.61
Mesa Laboratories (MLAB) 0.2 $6.7M 64k 105.07
Varonis Sys (VRNS) 0.2 $6.7M 218k 30.54
Bill Com Holdings Ord (BILL) 0.2 $6.6M 61k 108.57
Intellia Therapeutics (NTLA) 0.2 $6.5M 205k 31.62
Monolithic Power Systems (MPWR) 0.2 $6.4M 14k 462.00
Mirati Therapeutics 0.2 $6.3M 145k 43.56
CorVel Corporation (CRVL) 0.2 $6.2M 32k 196.65
Maxcyte (MXCT) 0.2 $6.2M 2.0M 3.12
Insmed Com Par $.01 (INSM) 0.2 $6.0M 236k 25.25
Tradeweb Mkts Cl A (TW) 0.2 $5.9M 74k 80.20
Shockwave Med 0.2 $5.9M 30k 199.10
Expedia Group Com New (EXPE) 0.2 $5.9M 57k 103.07
Pacific Biosciences of California (PACB) 0.2 $5.8M 698k 8.35
Arteris (AIP) 0.2 $5.7M 882k 6.51
Goosehead Ins Com Cl A (GSHD) 0.2 $5.5M 74k 74.53
Edgewise Therapeutics (EWTX) 0.2 $5.4M 939k 5.73
Silicon Laboratories (SLAB) 0.2 $5.2M 45k 115.89
Solaredge Technologies (SEDG) 0.2 $4.9M 38k 129.51
Rapid7 (RPD) 0.2 $4.8M 106k 45.78
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.2 $4.8M 85k 57.00
Zymeworks Del (ZYME) 0.2 $4.6M 721k 6.34
Bright Horizons Fam Sol In D (BFAM) 0.2 $4.5M 55k 81.46
Radware Ord (RDWR) 0.2 $4.5M 265k 16.92
Jfrog Ord Shs (FROG) 0.2 $4.4M 172k 25.36
Five9 (FIVN) 0.2 $4.3M 66k 64.30
Okta Cl A (OKTA) 0.2 $4.2M 52k 81.51
Smartsheet Com Cl A (SMAR) 0.1 $4.2M 103k 40.46
Sprinklr Cl A (CXM) 0.1 $4.1M 295k 13.84
Revance Therapeutics (RVNC) 0.1 $4.1M 355k 11.47
Grocery Outlet Hldg Corp (GO) 0.1 $4.0M 140k 28.85
Thredup Cl A (TDUP) 0.1 $4.0M 993k 4.01
Stoneridge (SRI) 0.1 $3.9M 194k 20.07
Ceva (CEVA) 0.1 $3.8M 196k 19.39
Arcus Biosciences Incorporated (RCUS) 0.1 $3.5M 196k 17.95
Stoke Therapeutics (STOK) 0.1 $3.4M 851k 3.94
Rogers Corporation (ROG) 0.1 $3.2M 24k 131.47
Hashicorp Com Cl A (HCP) 0.1 $3.0M 133k 22.83
Twilio Cl A (TWLO) 0.1 $3.0M 50k 58.53
Boot Barn Hldgs (BOOT) 0.1 $2.9M 36k 81.19
Cytosorbents Corp Com New (CTSO) 0.1 $2.9M 1.6M 1.88
Apellis Pharmaceuticals (APLS) 0.1 $2.9M 76k 38.04
Bridgebio Pharma (BBIO) 0.1 $2.9M 109k 26.37
Vericel (VCEL) 0.1 $2.5M 76k 33.52
Viad (PRSU) 0.1 $2.5M 94k 26.20
Klaviyo Com Ser A (KVYO) 0.1 $2.4M 70k 34.50
Limelight Networks 0.1 $2.4M 2.8M 0.85
Sitime Corp (SITM) 0.1 $2.2M 20k 114.25
Descartes Sys Grp (DSGX) 0.1 $2.2M 30k 73.38
Douglas Dynamics (PLOW) 0.1 $2.2M 73k 30.18
Tandem Diabetes Care Com New (TNDM) 0.1 $2.1M 99k 20.77
Fox Factory Hldg (FOXF) 0.1 $2.0M 20k 99.08
Icad Com New (ICAD) 0.1 $1.9M 895k 2.11
NOVA MEASURING Instruments L (NVMI) 0.1 $1.8M 16k 112.44
Kezar Life Sciences 0.1 $1.7M 1.5M 1.19
ExlService Holdings (EXLS) 0.1 $1.6M 58k 28.04
Tetra Tech (TTEK) 0.1 $1.6M 11k 152.03
Bel Fuse CL B (BELFB) 0.1 $1.4M 30k 47.72
The Beauty Health Company Com Cl A (SKIN) 0.1 $1.4M 234k 6.02
Ambarella SHS (AMBA) 0.0 $1.4M 26k 53.03
Insulet Corporation (PODD) 0.0 $1.3M 8.2k 159.49
Airgain (AIRG) 0.0 $1.3M 355k 3.67
Biomerica Com New (BMRA) 0.0 $1.0M 1.2M 0.86
Rush Enterprises Cl A (RUSHA) 0.0 $921k 23k 40.83
Energy Recovery (ERII) 0.0 $732k 35k 21.21
Caribou Biosciences (CRBU) 0.0 $652k 136k 4.78
Sunopta (STKL) 0.0 $580k 172k 3.37
Lifemd (LFMD) 0.0 $525k 84k 6.25
Renalytix Ads (RNLXY) 0.0 $514k 322k 1.60
Pentair SHS (PNR) 0.0 $418k 6.5k 64.75
Darling International (DAR) 0.0 $374k 7.2k 52.20
Symbotic Class A Com (SYM) 0.0 $301k 9.0k 33.43
Watts Water Technologies Cl A (WTS) 0.0 $299k 1.7k 172.82
Nuvei Corporation Sub Vtg Shs (NVEI) 0.0 $189k 13k 15.00
Mayville Engineering (MEC) 0.0 $168k 15k 10.97
Research Solutions (RSSS) 0.0 $75k 30k 2.50