Granahan Investment Management as of March 31, 2024
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 181 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Indie Semiconductor Class A Com (INDI) | 4.8 | $137M | 19M | 7.08 | |
| Sprout Social Com Cl A (SPT) | 3.4 | $95M | 1.6M | 59.71 | |
| Axon Enterprise (AXON) | 3.2 | $92M | 295k | 312.88 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 3.2 | $90M | 8.2M | 10.93 | |
| Evolent Health Cl A (EVH) | 2.9 | $82M | 2.5M | 32.79 | |
| Toast Cl A (TOST) | 2.7 | $76M | 3.0M | 24.92 | |
| Genius Sports Shares Cl A (GENI) | 2.4 | $68M | 12M | 5.71 | |
| CoStar (CSGP) | 2.1 | $59M | 611k | 96.60 | |
| Magnite Ord (MGNI) | 2.1 | $59M | 5.4M | 10.75 | |
| SPS Commerce (SPSC) | 2.0 | $58M | 314k | 184.90 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 1.9 | $53M | 1.3M | 42.43 | |
| Porch Group (PRCH) | 1.7 | $47M | 11M | 4.31 | |
| Chart Industries (GTLS) | 1.5 | $44M | 264k | 164.72 | |
| Smartsheet Com Cl A (SMAR) | 1.4 | $39M | 1.0M | 38.50 | |
| DV (DV) | 1.3 | $38M | 1.1M | 35.16 | |
| Paylocity Holding Corporation (PCTY) | 1.3 | $37M | 214k | 171.86 | |
| Castle Biosciences (CSTL) | 1.3 | $36M | 1.6M | 22.15 | |
| Phreesia (PHR) | 1.3 | $36M | 1.5M | 23.93 | |
| Globant S A (GLOB) | 1.2 | $36M | 176k | 201.90 | |
| Life Time Group Holdings Common Stock (LTH) | 1.2 | $35M | 2.2M | 15.52 | |
| Casella Waste Sys Cl A (CWST) | 1.2 | $33M | 335k | 98.87 | |
| Workiva Com Cl A (WK) | 1.1 | $33M | 385k | 84.80 | |
| Array Technologies Com Shs (ARRY) | 1.1 | $32M | 2.2M | 14.91 | |
| Pure Storage Cl A (PSTG) | 1.0 | $29M | 560k | 51.99 | |
| Lovesac Company (LOVE) | 1.0 | $28M | 1.3M | 22.60 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.0 | $28M | 606k | 46.50 | |
| RBC Bearings Incorporated (RBC) | 1.0 | $28M | 103k | 270.35 | |
| Chefs Whse (CHEF) | 0.9 | $27M | 706k | 37.66 | |
| Oddity Tech Shs Cl A (ODD) | 0.9 | $27M | 612k | 43.45 | |
| Viking Therapeutics (VKTX) | 0.9 | $26M | 319k | 82.00 | |
| Si-bone (SIBN) | 0.9 | $26M | 1.6M | 16.37 | |
| Kornit Digital SHS (KRNT) | 0.9 | $26M | 1.4M | 18.12 | |
| Materion Corporation (MTRN) | 0.9 | $26M | 195k | 131.75 | |
| Vertex Cl A (VERX) | 0.8 | $24M | 739k | 31.76 | |
| Compass Cl A (COMP) | 0.8 | $23M | 6.4M | 3.60 | |
| Repligen Corporation (RGEN) | 0.8 | $23M | 125k | 183.92 | |
| Columbus McKinnon (CMCO) | 0.8 | $22M | 489k | 44.63 | |
| Veeco Instruments (VECO) | 0.8 | $22M | 618k | 35.17 | |
| Gentherm (THRM) | 0.8 | $22M | 375k | 57.58 | |
| Portillos Com Cl A (PTLO) | 0.8 | $22M | 1.5M | 14.18 | |
| Vita Coco Co Inc/the (COCO) | 0.7 | $21M | 873k | 24.43 | |
| Vivid Seats Com Cl A (SEAT) | 0.7 | $21M | 3.6M | 5.99 | |
| Orthopediatrics Corp. (KIDS) | 0.7 | $21M | 726k | 29.16 | |
| Everquote Com Cl A (EVER) | 0.7 | $21M | 1.1M | 18.56 | |
| Euronet Worldwide (EEFT) | 0.7 | $20M | 185k | 109.93 | |
| Shift4 Pmts Cl A (FOUR) | 0.7 | $20M | 307k | 66.07 | |
| Biolife Solutions Com New (BLFS) | 0.7 | $20M | 1.1M | 18.55 | |
| Carpenter Technology Corporation (CRS) | 0.7 | $20M | 278k | 71.42 | |
| PROS Holdings (PRO) | 0.7 | $20M | 538k | 36.33 | |
| Guidewire Software (GWRE) | 0.7 | $19M | 165k | 116.71 | |
| Texas Capital Bancshares (TCBI) | 0.7 | $19M | 306k | 61.55 | |
| Callaway Golf Company (MODG) | 0.6 | $18M | 1.1M | 16.17 | |
| Blueprint Medicines (BPMC) | 0.6 | $17M | 179k | 94.86 | |
| First Watch Restaurant Groupco (FWRG) | 0.6 | $17M | 685k | 24.62 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.6 | $17M | 216k | 76.94 | |
| Kinsale Cap Group (KNSL) | 0.6 | $16M | 31k | 524.74 | |
| Bumble Com Cl A (BMBL) | 0.6 | $16M | 1.4M | 11.35 | |
| Quanterix Ord (QTRX) | 0.6 | $16M | 672k | 23.56 | |
| Pliant Therapeutics (PLRX) | 0.5 | $16M | 1.0M | 14.90 | |
| Rh (RH) | 0.5 | $15M | 44k | 348.26 | |
| Cyberark Software SHS (CYBR) | 0.5 | $15M | 56k | 265.63 | |
| Spx Corp (SPXC) | 0.5 | $14M | 117k | 123.13 | |
| Sunopta (STKL) | 0.5 | $14M | 2.1M | 6.87 | |
| Bridgebio Pharma (BBIO) | 0.5 | $14M | 457k | 30.92 | |
| 908 Devices (MASS) | 0.5 | $13M | 1.7M | 7.55 | |
| Ameresco Cl A (AMRC) | 0.4 | $13M | 531k | 24.13 | |
| Kiniksa Pharmaceuticals Com Cl A | 0.4 | $13M | 648k | 19.73 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.4 | $13M | 1.1M | 11.96 | |
| Nutanix Cl A (NTNX) | 0.4 | $12M | 198k | 61.72 | |
| Hubspot (HUBS) | 0.4 | $12M | 19k | 626.56 | |
| Natera (NTRA) | 0.4 | $12M | 132k | 91.46 | |
| Modine Manufacturing (MOD) | 0.4 | $12M | 122k | 95.19 | |
| Confluent Class A Com (CFLT) | 0.4 | $11M | 374k | 30.52 | |
| Arcturus Therapeutics Hldg I (ARCT) | 0.4 | $11M | 336k | 33.77 | |
| Edgewise Therapeutics (EWTX) | 0.4 | $11M | 608k | 18.24 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.4 | $11M | 170k | 65.33 | |
| Udemy (UDMY) | 0.4 | $11M | 1.0M | 10.98 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.4 | $11M | 216k | 50.23 | |
| Tripadvisor (TRIP) | 0.4 | $11M | 389k | 27.79 | |
| Semtech Corporation (SMTC) | 0.4 | $11M | 383k | 27.49 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $11M | 244k | 43.05 | |
| Stratasys SHS (SSYS) | 0.4 | $11M | 900k | 11.62 | |
| Ptc (PTC) | 0.4 | $10M | 55k | 188.94 | |
| Perficient (PRFT) | 0.4 | $10M | 183k | 56.29 | |
| Alta Equipment Group Common Stock (ALTG) | 0.4 | $10M | 776k | 12.95 | |
| Bluebird Bio (BLUE) | 0.3 | $9.9M | 7.7M | 1.28 | |
| Keros Therapeutics (KROS) | 0.3 | $9.9M | 149k | 66.20 | |
| Transmedics Group (TMDX) | 0.3 | $9.9M | 133k | 73.94 | |
| Syndax Pharmaceuticals (SNDX) | 0.3 | $9.4M | 397k | 23.80 | |
| Health Catalyst (HCAT) | 0.3 | $9.4M | 1.3M | 7.53 | |
| WNS HLDGS Com Shs (WNS) | 0.3 | $9.0M | 178k | 50.53 | |
| Power Integrations (POWI) | 0.3 | $8.7M | 122k | 71.55 | |
| Jfrog Ord Shs (FROG) | 0.3 | $8.6M | 195k | 44.22 | |
| Boot Barn Hldgs (BOOT) | 0.3 | $8.5M | 90k | 95.15 | |
| Varonis Sys (VRNS) | 0.3 | $8.5M | 179k | 47.17 | |
| Qualys (QLYS) | 0.3 | $8.4M | 50k | 166.87 | |
| Prothena Corp SHS (PRTA) | 0.3 | $8.3M | 334k | 24.77 | |
| Onto Innovation (ONTO) | 0.3 | $8.2M | 45k | 181.08 | |
| Shockwave Med | 0.3 | $7.9M | 24k | 325.63 | |
| Harvard Bioscience (HBIO) | 0.3 | $7.9M | 1.9M | 4.24 | |
| Klaviyo Com Ser A (KVYO) | 0.3 | $7.8M | 307k | 25.48 | |
| Veracyte (VCYT) | 0.3 | $7.6M | 342k | 22.16 | |
| CorVel Corporation (CRVL) | 0.3 | $7.6M | 29k | 262.96 | |
| Expedia Group Com New (EXPE) | 0.3 | $7.4M | 54k | 137.75 | |
| OSI Systems (OSIS) | 0.3 | $7.4M | 52k | 142.82 | |
| Coursera (COUR) | 0.3 | $7.2M | 513k | 14.02 | |
| Brooks Automation (AZTA) | 0.2 | $7.1M | 118k | 60.28 | |
| Five9 (FIVN) | 0.2 | $7.0M | 113k | 62.11 | |
| Viad (PRSU) | 0.2 | $7.0M | 176k | 39.49 | |
| Bel Fuse CL B (BELFB) | 0.2 | $6.9M | 115k | 60.31 | |
| Zymeworks Del (ZYME) | 0.2 | $6.9M | 657k | 10.52 | |
| Descartes Sys Grp (DSGX) | 0.2 | $6.8M | 74k | 91.53 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $6.7M | 179k | 37.53 | |
| Grocery Outlet Hldg Corp (GO) | 0.2 | $6.7M | 232k | 28.78 | |
| Stoke Therapeutics (STOK) | 0.2 | $6.4M | 476k | 13.50 | |
| Ciena Corp Com New (CIEN) | 0.2 | $6.3M | 128k | 49.45 | |
| Intellia Therapeutics (NTLA) | 0.2 | $6.1M | 220k | 27.51 | |
| Knife River Corp Common Stock (KNF) | 0.2 | $6.0M | 74k | 81.08 | |
| Reddit Cl A (RDDT) | 0.2 | $5.9M | 120k | 49.32 | |
| FARO Technologies (FARO) | 0.2 | $5.9M | 275k | 21.51 | |
| PDF Solutions (PDFS) | 0.2 | $5.9M | 176k | 33.67 | |
| ExlService Holdings (EXLS) | 0.2 | $5.9M | 185k | 31.80 | |
| Mesa Laboratories (MLAB) | 0.2 | $5.7M | 52k | 109.73 | |
| Etsy (ETSY) | 0.2 | $5.7M | 83k | 68.72 | |
| Hashicorp Com Cl A (HCP) | 0.2 | $5.7M | 210k | 26.95 | |
| Enovix Corp (ENVX) | 0.2 | $5.6M | 703k | 8.01 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $5.6M | 297k | 18.88 | |
| Neogen Corporation (NEOG) | 0.2 | $5.1M | 321k | 15.78 | |
| Sprinklr Cl A (CXM) | 0.2 | $4.4M | 358k | 12.27 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.2 | $4.3M | 385k | 11.18 | |
| Canadian Solar (CSIQ) | 0.1 | $4.2M | 213k | 19.76 | |
| Allegro Microsystems Ord (ALGM) | 0.1 | $4.2M | 156k | 26.96 | |
| Certara Ord (CERT) | 0.1 | $4.1M | 229k | 17.88 | |
| Guardant Health (GH) | 0.1 | $4.1M | 198k | 20.63 | |
| Rapid7 (RPD) | 0.1 | $4.0M | 81k | 49.04 | |
| Riskified Shs Cl A (RSKD) | 0.1 | $3.9M | 729k | 5.41 | |
| Arteris (AIP) | 0.1 | $3.9M | 536k | 7.32 | |
| Apellis Pharmaceuticals (APLS) | 0.1 | $3.9M | 67k | 58.78 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $3.9M | 22k | 177.38 | |
| Stoneridge (SRI) | 0.1 | $3.8M | 206k | 18.44 | |
| Hudson Technologies (HDSN) | 0.1 | $3.8M | 341k | 11.01 | |
| Okta Cl A (OKTA) | 0.1 | $3.7M | 35k | 104.62 | |
| Shotspotter (SSTI) | 0.1 | $3.7M | 233k | 15.88 | |
| Insmed Com Par $.01 (INSM) | 0.1 | $3.6M | 134k | 27.13 | |
| Intra Cellular Therapies (ITCI) | 0.1 | $3.5M | 50k | 69.20 | |
| Silicon Laboratories (SLAB) | 0.1 | $3.3M | 23k | 143.72 | |
| Ceva (CEVA) | 0.1 | $3.1M | 135k | 22.71 | |
| Sweetgreen Com Cl A (SG) | 0.1 | $3.0M | 119k | 25.26 | |
| Sage Therapeutics (SAGE) | 0.1 | $2.9M | 156k | 18.74 | |
| Nextracker Class A Com (NXT) | 0.1 | $2.9M | 52k | 56.27 | |
| Cytosorbents Corp Com New (CTSO) | 0.1 | $2.9M | 3.0M | 0.95 | |
| FormFactor (FORM) | 0.1 | $2.8M | 61k | 45.63 | |
| Mayville Engineering (MEC) | 0.1 | $2.7M | 191k | 14.33 | |
| Radware Ord (RDWR) | 0.1 | $2.7M | 144k | 18.72 | |
| The Real Brokerage Com New (REAX) | 0.1 | $2.5M | 796k | 3.12 | |
| Rogers Corporation (ROG) | 0.1 | $2.4M | 21k | 118.69 | |
| First Solar (FSLR) | 0.1 | $2.4M | 14k | 168.80 | |
| Symbotic Class A Com (SYM) | 0.1 | $2.1M | 46k | 45.00 | |
| Vicor Corporation (VICR) | 0.1 | $1.9M | 51k | 38.24 | |
| Skechers U S A Cl A (SKX) | 0.1 | $1.9M | 31k | 61.26 | |
| Fox Factory Hldg (FOXF) | 0.1 | $1.8M | 35k | 52.07 | |
| Twilio Cl A (TWLO) | 0.1 | $1.7M | 27k | 61.15 | |
| Pentair SHS (PNR) | 0.1 | $1.6M | 19k | 85.44 | |
| Honest (HNST) | 0.1 | $1.6M | 392k | 4.05 | |
| Nuvei Corporation Sub Vtg Shs (NVEI) | 0.0 | $1.4M | 43k | 31.62 | |
| Tetra Tech (TTEK) | 0.0 | $1.4M | 7.3k | 184.71 | |
| Vericel (VCEL) | 0.0 | $1.3M | 25k | 52.02 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $1.1M | 10k | 113.36 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $941k | 53k | 17.70 | |
| Biomerica Com New (BMRA) | 0.0 | $940k | 1.1M | 0.83 | |
| Quanta Services (PWR) | 0.0 | $890k | 3.4k | 259.80 | |
| Rxsight (RXST) | 0.0 | $878k | 17k | 51.58 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $675k | 10k | 66.62 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.0 | $603k | 54k | 11.08 | |
| Thredup Cl A (TDUP) | 0.0 | $535k | 268k | 2.00 | |
| Darling International (DAR) | 0.0 | $506k | 11k | 46.51 | |
| Dex (DXCM) | 0.0 | $427k | 3.1k | 138.70 | |
| Caribou Biosciences (CRBU) | 0.0 | $376k | 73k | 5.14 | |
| Monolithic Power Systems (MPWR) | 0.0 | $363k | 536.00 | 677.42 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $237k | 1.1k | 212.55 | |
| Research Solutions (RSSS) | 0.0 | $97k | 31k | 3.16 |
