Granahan Investment Management as of June 30, 2024
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 180 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Indie Semiconductor Class A Com (INDI) | 4.5 | $114M | 18M | 6.17 | |
Zeta Global Holdings Corp Cl A (ZETA) | 4.0 | $101M | 5.7M | 17.65 | |
Axon Enterprise (AXON) | 2.9 | $73M | 247k | 294.24 | |
Magnite Ord (MGNI) | 2.8 | $70M | 5.2M | 13.29 | |
Sprout Social Com Cl A (SPT) | 2.7 | $68M | 1.9M | 35.68 | |
Evolent Health Cl A (EVH) | 2.3 | $58M | 3.0M | 19.12 | |
Toast Cl A (TOST) | 2.3 | $58M | 2.2M | 25.77 | |
Victory Cap Hldgs Com Cl A (VCTR) | 2.3 | $56M | 1.2M | 47.73 | |
SPS Commerce (SPSC) | 2.2 | $56M | 297k | 188.16 | |
Genius Sports Shares Cl A (GENI) | 2.2 | $54M | 10M | 5.45 | |
Shift4 Pmts Cl A (FOUR) | 1.8 | $44M | 597k | 73.35 | |
Carpenter Technology Corporation (CRS) | 1.7 | $43M | 394k | 109.58 | |
Smartsheet Com Cl A (SMAR) | 1.7 | $42M | 956k | 44.08 | |
Oddity Tech Shs Cl A (ODD) | 1.6 | $40M | 1.0M | 39.26 | |
Life Time Group Holdings Common Stock (LTH) | 1.5 | $37M | 2.0M | 18.83 | |
Globant S A (GLOB) | 1.4 | $35M | 194k | 178.26 | |
CoStar (CSGP) | 1.3 | $31M | 423k | 74.14 | |
Vivid Seats Com Cl A (SEAT) | 1.2 | $30M | 5.2M | 5.75 | |
Orthopediatrics Corp. (KIDS) | 1.1 | $29M | 999k | 28.76 | |
Vertex Cl A (VERX) | 1.1 | $28M | 779k | 36.05 | |
Chart Industries (GTLS) | 1.1 | $27M | 189k | 144.34 | |
Chefs Whse (CHEF) | 1.1 | $27M | 684k | 39.11 | |
Paylocity Holding Corporation (PCTY) | 1.1 | $27M | 202k | 131.85 | |
Casella Waste Sys Cl A (CWST) | 1.0 | $26M | 264k | 99.22 | |
Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.0 | $26M | 682k | 37.64 | |
Marex Group Ord (MRX) | 1.0 | $26M | 1.3M | 20.00 | |
Phreesia (PHR) | 1.0 | $25M | 1.2M | 21.20 | |
Veeco Instruments (VECO) | 1.0 | $24M | 515k | 46.71 | |
Castle Biosciences (CSTL) | 0.9 | $23M | 1.1M | 21.77 | |
Si-bone (SIBN) | 0.9 | $23M | 1.8M | 12.93 | |
Array Technologies Com Shs (ARRY) | 0.9 | $22M | 2.1M | 10.26 | |
Montrose Environmental Group (MEG) | 0.9 | $22M | 483k | 44.56 | |
Materion Corporation (MTRN) | 0.8 | $21M | 194k | 108.13 | |
Texas Capital Bancshares (TCBI) | 0.8 | $21M | 343k | 61.14 | |
Vita Coco Co Inc/the (COCO) | 0.8 | $21M | 743k | 27.85 | |
Biolife Solutions Com New (BLFS) | 0.8 | $20M | 946k | 21.43 | |
Viking Therapeutics (VKTX) | 0.8 | $20M | 379k | 53.01 | |
Kornit Digital SHS (KRNT) | 0.8 | $20M | 1.4M | 14.64 | |
Compass Cl A (COMP) | 0.7 | $18M | 4.9M | 3.60 | |
Parsons Corporation (PSN) | 0.7 | $17M | 212k | 81.81 | |
Insmed Com Par $.01 (INSM) | 0.7 | $17M | 259k | 67.00 | |
Workiva Com Cl A (WK) | 0.7 | $17M | 235k | 72.99 | |
Everquote Com Cl A (EVER) | 0.7 | $17M | 796k | 20.86 | |
Cyberark Software SHS (CYBR) | 0.6 | $16M | 58k | 273.42 | |
Callaway Golf Company (MODG) | 0.6 | $15M | 1.0M | 15.30 | |
Lovesac Company (LOVE) | 0.6 | $15M | 676k | 22.58 | |
Columbus McKinnon (CMCO) | 0.6 | $15M | 442k | 34.54 | |
Blueprint Medicines (BPMC) | 0.6 | $15M | 140k | 107.78 | |
PROS Holdings (PRO) | 0.6 | $15M | 525k | 28.65 | |
Silicon Motion Technology Sponsored Adr (SIMO) | 0.6 | $15M | 186k | 80.99 | |
Porch Group (PRCH) | 0.6 | $15M | 9.9M | 1.51 | |
Quanterix Ord (QTRX) | 0.6 | $15M | 1.1M | 13.21 | |
Sunopta (STKL) | 0.6 | $15M | 2.8M | 5.40 | |
Gentherm (THRM) | 0.6 | $15M | 294k | 49.32 | |
Nutanix Cl A (NTNX) | 0.6 | $14M | 246k | 56.85 | |
Confluent Class A Com (CFLT) | 0.5 | $14M | 456k | 29.53 | |
RBC Bearings Incorporated (RBC) | 0.5 | $13M | 49k | 269.78 | |
Guidewire Software (GWRE) | 0.5 | $13M | 95k | 137.89 | |
Portillos Com Cl A (PTLO) | 0.5 | $13M | 1.3M | 9.72 | |
Edgewise Therapeutics (EWTX) | 0.5 | $13M | 711k | 18.01 | |
Five9 (FIVN) | 0.5 | $13M | 287k | 44.10 | |
Pure Storage Cl A (PSTG) | 0.5 | $13M | 196k | 64.21 | |
Bright Horizons Fam Sol In D (BFAM) | 0.5 | $13M | 114k | 110.08 | |
Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.5 | $13M | 284k | 43.97 | |
Euronet Worldwide (EEFT) | 0.5 | $12M | 119k | 103.50 | |
Bel Fuse CL B (BELFB) | 0.5 | $12M | 187k | 65.24 | |
Enovix Corp (ENVX) | 0.5 | $12M | 790k | 15.46 | |
Syndax Pharmaceuticals (SNDX) | 0.5 | $12M | 594k | 20.53 | |
Ptc (PTC) | 0.5 | $12M | 66k | 181.67 | |
Reddit Cl A (RDDT) | 0.5 | $12M | 186k | 63.89 | |
First Watch Restaurant Groupco (FWRG) | 0.5 | $12M | 674k | 17.56 | |
Gates Indl Corp Ord Shs (GTES) | 0.5 | $12M | 741k | 15.81 | |
Modine Manufacturing (MOD) | 0.4 | $11M | 109k | 100.19 | |
Transmedics Group (TMDX) | 0.4 | $11M | 72k | 150.62 | |
Qualys (QLYS) | 0.4 | $11M | 76k | 142.60 | |
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.4 | $11M | 569k | 18.67 | |
Pliant Therapeutics (PLRX) | 0.4 | $11M | 982k | 10.75 | |
Hubspot (HUBS) | 0.4 | $10M | 17k | 589.79 | |
Jfrog Ord Shs (FROG) | 0.4 | $10M | 267k | 37.55 | |
Natera (NTRA) | 0.4 | $10M | 92k | 108.29 | |
Varonis Sys (VRNS) | 0.4 | $9.9M | 206k | 47.97 | |
Skechers U S A Cl A (SKX) | 0.4 | $9.7M | 141k | 69.12 | |
Cogent Communications Hldgs Com New (CCOI) | 0.4 | $9.7M | 171k | 56.44 | |
Ameresco Cl A (AMRC) | 0.4 | $9.5M | 329k | 28.81 | |
Ccc Intelligent Solutions Holdings (CCCS) | 0.4 | $9.1M | 821k | 11.11 | |
Power Integrations (POWI) | 0.4 | $8.9M | 127k | 70.19 | |
Xenon Pharmaceuticals (XENE) | 0.4 | $8.8M | 226k | 38.99 | |
Arcturus Therapeutics Hldg I (ARCT) | 0.3 | $8.4M | 345k | 24.35 | |
Stoke Therapeutics (STOK) | 0.3 | $8.1M | 598k | 13.51 | |
Brooks Automation (AZTA) | 0.3 | $7.6M | 145k | 52.62 | |
Blue Bird Corp (BLBD) | 0.3 | $7.6M | 141k | 53.85 | |
PAR Technology Corporation (PAR) | 0.3 | $7.5M | 159k | 47.09 | |
Cytokinetics Com New (CYTK) | 0.3 | $7.4M | 137k | 54.18 | |
Veracyte (VCYT) | 0.3 | $7.4M | 340k | 21.67 | |
Spx Corp (SPXC) | 0.3 | $7.4M | 52k | 142.14 | |
PDF Solutions (PDFS) | 0.3 | $7.2M | 197k | 36.38 | |
WNS HLDGS Com Shs (WNS) | 0.3 | $7.1M | 135k | 52.50 | |
Prothena Corp SHS (PRTA) | 0.3 | $6.9M | 336k | 20.64 | |
OSI Systems (OSIS) | 0.3 | $6.9M | 50k | 137.52 | |
CorVel Corporation (CRVL) | 0.3 | $6.8M | 27k | 254.27 | |
Health Catalyst (HCAT) | 0.3 | $6.7M | 1.0M | 6.39 | |
Keros Therapeutics (KROS) | 0.3 | $6.6M | 145k | 45.70 | |
Knife River Corp Common Stock (KNF) | 0.3 | $6.6M | 94k | 70.14 | |
Ciena Corp Com New (CIEN) | 0.3 | $6.5M | 136k | 48.18 | |
10x Genomics Cl A Com (TXG) | 0.3 | $6.5M | 334k | 19.45 | |
Viad (PRSU) | 0.3 | $6.5M | 191k | 34.00 | |
Bridgebio Pharma (BBIO) | 0.3 | $6.4M | 252k | 25.33 | |
Descartes Sys Grp (DSGX) | 0.3 | $6.4M | 66k | 96.84 | |
Intra Cellular Therapies (ITCI) | 0.3 | $6.3M | 93k | 68.49 | |
Kinsale Cap Group (KNSL) | 0.3 | $6.3M | 16k | 385.28 | |
Zymeworks Del (ZYME) | 0.3 | $6.3M | 738k | 8.51 | |
Kura Sushi Usa Cl A Com (KRUS) | 0.2 | $6.2M | 99k | 63.09 | |
Allegro Microsystems Ord (ALGM) | 0.2 | $6.2M | 219k | 28.24 | |
ExlService Holdings (EXLS) | 0.2 | $6.2M | 197k | 31.36 | |
Onto Innovation (ONTO) | 0.2 | $5.9M | 27k | 219.56 | |
Agios Pharmaceuticals (AGIO) | 0.2 | $5.9M | 137k | 43.12 | |
Arcus Biosciences Incorporated (RCUS) | 0.2 | $5.8M | 380k | 15.23 | |
Grocery Outlet Hldg Corp (GO) | 0.2 | $5.7M | 257k | 22.12 | |
Rxsight (RXST) | 0.2 | $5.7M | 94k | 60.17 | |
Harvard Bioscience (HBIO) | 0.2 | $5.5M | 1.9M | 2.85 | |
Mayville Engineering (MEC) | 0.2 | $5.4M | 324k | 16.66 | |
Extreme Networks (EXTR) | 0.2 | $5.3M | 393k | 13.45 | |
Neogen Corporation (NEOG) | 0.2 | $5.3M | 338k | 15.63 | |
Guardant Health (GH) | 0.2 | $5.2M | 181k | 28.88 | |
Rambus (RMBS) | 0.2 | $5.1M | 86k | 58.76 | |
Udemy (UDMY) | 0.2 | $4.9M | 563k | 8.63 | |
Intellia Therapeutics (NTLA) | 0.2 | $4.8M | 215k | 22.38 | |
908 Devices (MASS) | 0.2 | $4.7M | 920k | 5.15 | |
Mesa Laboratories (MLAB) | 0.2 | $4.7M | 54k | 86.77 | |
Apellis Pharmaceuticals (APLS) | 0.2 | $4.7M | 122k | 38.36 | |
Acadia Healthcare (ACHC) | 0.2 | $4.4M | 66k | 67.54 | |
Boot Barn Hldgs (BOOT) | 0.2 | $4.3M | 34k | 128.93 | |
NOVA MEASURING Instruments L (NVMI) | 0.2 | $4.3M | 18k | 234.53 | |
Fox Factory Hldg (FOXF) | 0.2 | $4.1M | 86k | 48.19 | |
Comfort Systems USA (FIX) | 0.2 | $4.1M | 14k | 304.12 | |
Myr (MYRG) | 0.2 | $4.0M | 30k | 135.71 | |
Silicon Laboratories (SLAB) | 0.2 | $4.0M | 36k | 110.63 | |
Arteris (AIP) | 0.2 | $4.0M | 527k | 7.51 | |
The Real Brokerage Com New (REAX) | 0.2 | $3.9M | 964k | 4.06 | |
Okta Cl A (OKTA) | 0.2 | $3.9M | 42k | 93.61 | |
Sage Therapeutics (SAGE) | 0.2 | $3.8M | 348k | 10.86 | |
Rapid7 (RPD) | 0.1 | $3.7M | 86k | 43.23 | |
Celestica (CLS) | 0.1 | $3.6M | 64k | 57.33 | |
Ceva (CEVA) | 0.1 | $3.5M | 183k | 19.29 | |
Semtech Corporation (SMTC) | 0.1 | $3.5M | 117k | 29.88 | |
DV (DV) | 0.1 | $3.5M | 179k | 19.47 | |
Sweetgreen Com Cl A (SG) | 0.1 | $3.4M | 114k | 30.14 | |
Certara Ord (CERT) | 0.1 | $3.4M | 244k | 13.85 | |
Novanta (NOVT) | 0.1 | $3.3M | 20k | 163.11 | |
First Solar (FSLR) | 0.1 | $3.3M | 15k | 225.46 | |
Rogers Corporation (ROG) | 0.1 | $3.2M | 27k | 120.61 | |
Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $3.1M | 263k | 11.95 | |
Newpark Res Com Par $.01new | 0.1 | $3.0M | 356k | 8.31 | |
Universal Technical Institute (UTI) | 0.1 | $2.9M | 185k | 15.73 | |
Infinera (INFN) | 0.1 | $2.7M | 438k | 6.09 | |
Riskified Shs Cl A (RSKD) | 0.1 | $2.5M | 387k | 6.39 | |
Radware Ord (RDWR) | 0.1 | $2.3M | 126k | 18.24 | |
Acv Auctions Com Cl A (ACVA) | 0.1 | $2.2M | 119k | 18.25 | |
Cytosorbents Corp Com New (CTSO) | 0.1 | $1.9M | 2.7M | 0.70 | |
Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $1.8M | 810k | 2.24 | |
Eyepoint Pharmaceuticals Com New (EYPT) | 0.1 | $1.8M | 201k | 8.70 | |
Vicor Corporation (VICR) | 0.1 | $1.5M | 46k | 33.16 | |
Sharkninja Com Shs (SN) | 0.1 | $1.3M | 18k | 75.15 | |
Honest (HNST) | 0.1 | $1.3M | 452k | 2.92 | |
Tetra Tech (TTEK) | 0.1 | $1.3M | 6.3k | 204.48 | |
Symbotic Class A Com (SYM) | 0.0 | $1.2M | 35k | 35.16 | |
Twilio Cl A (TWLO) | 0.0 | $1.2M | 22k | 56.81 | |
Merus N V (MRUS) | 0.0 | $1.2M | 20k | 59.17 | |
Orion Marine (ORN) | 0.0 | $1.1M | 115k | 9.51 | |
Alta Equipment Group Common Stock (ALTG) | 0.0 | $602k | 75k | 8.04 | |
Goosehead Ins Com Cl A (GSHD) | 0.0 | $582k | 10k | 57.44 | |
Monolithic Power Systems (MPWR) | 0.0 | $414k | 504.00 | 821.68 | |
Avepoint Com Cl A (AVPT) | 0.0 | $384k | 37k | 10.42 | |
Biomerica Com New (BMRA) | 0.0 | $378k | 861k | 0.44 | |
Shotspotter (SSTI) | 0.0 | $366k | 30k | 12.18 | |
Dex (DXCM) | 0.0 | $335k | 3.0k | 113.38 | |
Darling International (DAR) | 0.0 | $327k | 8.9k | 36.75 | |
Hudson Technologies (HDSN) | 0.0 | $299k | 34k | 8.79 | |
Shoals Technologies Group In Cl A (SHLS) | 0.0 | $145k | 23k | 6.24 | |
Research Solutions (RSSS) | 0.0 | $86k | 34k | 2.55 |