Granahan Investment Management as of Sept. 30, 2024
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 187 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Evolent Health Cl A (EVH) | 3.9 | $99M | 3.5M | 28.28 | |
| Axon Enterprise (AXON) | 3.7 | $94M | 235k | 399.60 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 3.4 | $86M | 2.9M | 29.83 | |
| Indie Semiconductor Class A Com (INDI) | 2.8 | $71M | 18M | 3.99 | |
| Toast Cl A (TOST) | 2.5 | $65M | 2.3M | 28.31 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 2.5 | $64M | 1.1M | 55.40 | |
| Genius Sports Shares Cl A (GENI) | 2.4 | $62M | 7.9M | 7.84 | |
| Magnite Ord (MGNI) | 2.2 | $55M | 4.0M | 13.85 | |
| Oddity Tech Shs Cl A (ODD) | 2.1 | $54M | 1.3M | 40.38 | |
| SPS Commerce (SPSC) | 2.1 | $53M | 274k | 194.17 | |
| Carpenter Technology Corporation (CRS) | 2.0 | $50M | 312k | 159.58 | |
| Shift4 Pmts Cl A (FOUR) | 1.8 | $47M | 527k | 88.60 | |
| Kornit Digital SHS (KRNT) | 1.7 | $43M | 1.7M | 25.84 | |
| Casella Waste Sys Cl A (CWST) | 1.5 | $39M | 391k | 99.49 | |
| Life Time Group Holdings Common Stock (LTH) | 1.5 | $39M | 1.6M | 24.42 | |
| Globant S A (GLOB) | 1.5 | $39M | 194k | 198.14 | |
| Sprout Social Com Cl A (SPT) | 1.4 | $36M | 1.2M | 29.07 | |
| Smartsheet Com Cl A (SMAR) | 1.3 | $33M | 601k | 55.36 | |
| Phreesia (PHR) | 1.3 | $33M | 1.5M | 22.79 | |
| Marex Group Ord (MRX) | 1.1 | $29M | 1.2M | 23.62 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $28M | 410k | 68.12 | |
| CoStar (CSGP) | 1.1 | $27M | 363k | 75.44 | |
| Orthopediatrics Corp. (KIDS) | 1.1 | $27M | 1.0M | 27.11 | |
| Paylocity Holding Corporation (PCTY) | 1.0 | $26M | 158k | 164.97 | |
| Compass Cl A (COMP) | 1.0 | $26M | 4.3M | 6.11 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.0 | $25M | 315k | 80.56 | |
| Chart Industries (GTLS) | 1.0 | $25M | 198k | 124.14 | |
| Hubspot (HUBS) | 1.0 | $24M | 46k | 531.60 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.9 | $23M | 623k | 37.60 | |
| Si-bone (SIBN) | 0.9 | $23M | 1.7M | 13.98 | |
| Texas Capital Bancshares (TCBI) | 0.9 | $23M | 319k | 71.46 | |
| Parsons Corporation (PSN) | 0.8 | $22M | 208k | 103.68 | |
| Vertex Cl A (VERX) | 0.8 | $21M | 549k | 38.51 | |
| Acv Auctions Com Cl A (ACVA) | 0.8 | $21M | 1.0M | 20.33 | |
| Viking Therapeutics (VKTX) | 0.8 | $21M | 325k | 63.31 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $19M | 62k | 299.38 | |
| Vita Coco Co Inc/the (COCO) | 0.7 | $19M | 656k | 28.31 | |
| Vivid Seats Com Cl A (SEAT) | 0.7 | $18M | 4.8M | 3.70 | |
| Chefs Whse (CHEF) | 0.7 | $17M | 409k | 42.01 | |
| Sharkninja Com Shs (SN) | 0.7 | $17M | 153k | 108.71 | |
| Biolife Solutions Com New (BLFS) | 0.6 | $17M | 659k | 25.04 | |
| First Watch Restaurant Groupco (FWRG) | 0.6 | $16M | 1.0M | 15.60 | |
| Insmed Com Par $.01 (INSM) | 0.6 | $16M | 217k | 73.00 | |
| Porch Group (PRCH) | 0.6 | $15M | 10M | 1.53 | |
| Materion Corporation (MTRN) | 0.6 | $15M | 137k | 111.86 | |
| Everquote Com Cl A (EVER) | 0.6 | $15M | 718k | 21.09 | |
| Portillos Com Cl A (PTLO) | 0.6 | $15M | 1.1M | 13.47 | |
| Montrose Environmental Group (MEG) | 0.6 | $15M | 556k | 26.30 | |
| Cyberark Software SHS (CYBR) | 0.6 | $14M | 49k | 291.61 | |
| Quanterix Ord (QTRX) | 0.6 | $14M | 1.1M | 12.96 | |
| Sunopta (STKL) | 0.6 | $14M | 2.2M | 6.38 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.5 | $14M | 183k | 75.92 | |
| Edgewise Therapeutics (EWTX) | 0.5 | $14M | 512k | 26.69 | |
| Lovesac Company (LOVE) | 0.5 | $14M | 477k | 28.65 | |
| Guidewire Software (GWRE) | 0.5 | $14M | 74k | 182.94 | |
| Bel Fuse CL B (BELFB) | 0.5 | $13M | 170k | 78.51 | |
| Stepstone Group Com Cl A (STEP) | 0.5 | $13M | 234k | 56.83 | |
| Repligen Corporation (RGEN) | 0.5 | $13M | 88k | 148.82 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.5 | $13M | 1.1M | 12.11 | |
| Syndax Pharmaceuticals (SNDX) | 0.5 | $13M | 665k | 19.25 | |
| Sweetgreen Com Cl A (SG) | 0.5 | $13M | 359k | 35.45 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.5 | $13M | 507k | 24.99 | |
| Columbus McKinnon (CMCO) | 0.5 | $13M | 352k | 36.00 | |
| Gates Indl Corp Ord Shs (GTES) | 0.5 | $13M | 714k | 17.55 | |
| Nutanix Cl A (NTNX) | 0.5 | $12M | 210k | 59.25 | |
| Blueprint Medicines (BPMC) | 0.5 | $12M | 131k | 92.50 | |
| Castle Biosciences (CSTL) | 0.5 | $12M | 425k | 28.52 | |
| Reddit Cl A (RDDT) | 0.5 | $12M | 182k | 65.92 | |
| Enovix Corp (ENVX) | 0.5 | $12M | 1.2M | 9.34 | |
| Confluent Class A Com (CFLT) | 0.4 | $11M | 548k | 20.38 | |
| Workiva Com Cl A (WK) | 0.4 | $11M | 140k | 79.12 | |
| Natera (NTRA) | 0.4 | $11M | 87k | 126.95 | |
| Knife River Corp Common Stock (KNF) | 0.4 | $11M | 119k | 89.39 | |
| Veracyte (VCYT) | 0.4 | $11M | 312k | 34.04 | |
| Skechers U S A Cl A (SKX) | 0.4 | $11M | 157k | 66.92 | |
| Qxo Com New (QXO) | 0.4 | $10M | 658k | 15.77 | |
| Ptc (PTC) | 0.4 | $10M | 57k | 180.66 | |
| Transcat (TRNS) | 0.4 | $9.8M | 81k | 120.77 | |
| Qualys (QLYS) | 0.4 | $9.8M | 76k | 128.46 | |
| Transmedics Group (TMDX) | 0.4 | $9.7M | 62k | 157.00 | |
| Veeco Instruments (VECO) | 0.4 | $9.7M | 292k | 33.13 | |
| PROS Holdings (PRO) | 0.4 | $9.4M | 509k | 18.52 | |
| Keros Therapeutics (KROS) | 0.4 | $9.4M | 161k | 58.07 | |
| Jfrog Ord Shs (FROG) | 0.4 | $9.3M | 321k | 29.04 | |
| Semtech Corporation (SMTC) | 0.4 | $9.2M | 203k | 45.66 | |
| Fox Factory Hldg (FOXF) | 0.4 | $9.1M | 218k | 41.50 | |
| Callaway Golf Company (MODG) | 0.3 | $8.8M | 798k | 10.98 | |
| Modine Manufacturing (MOD) | 0.3 | $8.8M | 66k | 132.79 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.3 | $8.7M | 173k | 50.42 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.3 | $8.6M | 62k | 140.13 | |
| PAR Technology Corporation (PAR) | 0.3 | $8.4M | 161k | 52.08 | |
| Health Catalyst (HCAT) | 0.3 | $8.4M | 1.0M | 8.14 | |
| Pliant Therapeutics (PLRX) | 0.3 | $8.3M | 738k | 11.21 | |
| Varonis Sys (VRNS) | 0.3 | $8.3M | 146k | 56.50 | |
| Pure Storage Cl A (PSTG) | 0.3 | $8.0M | 160k | 50.24 | |
| Stoke Therapeutics (STOK) | 0.3 | $7.9M | 645k | 12.29 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $7.9M | 201k | 39.37 | |
| CorVel Corporation (CRVL) | 0.3 | $7.8M | 24k | 326.89 | |
| Zymeworks Del (ZYME) | 0.3 | $7.7M | 614k | 12.55 | |
| Power Integrations (POWI) | 0.3 | $7.5M | 117k | 64.12 | |
| Intra Cellular Therapies (ITCI) | 0.3 | $7.3M | 100k | 73.17 | |
| Mayville Engineering (MEC) | 0.3 | $7.1M | 338k | 21.08 | |
| 10x Genomics Cl A Com (TXG) | 0.3 | $7.1M | 315k | 22.58 | |
| Revolution Medicines (RVMD) | 0.3 | $6.8M | 149k | 45.35 | |
| Silicon Laboratories (SLAB) | 0.3 | $6.8M | 59k | 115.57 | |
| Blue Bird Corp (BLBD) | 0.3 | $6.8M | 141k | 47.96 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.3 | $6.7M | 608k | 11.05 | |
| Agios Pharmaceuticals (AGIO) | 0.3 | $6.7M | 151k | 44.43 | |
| Allegro Microsystems Ord (ALGM) | 0.3 | $6.6M | 283k | 23.30 | |
| Rxsight (RXST) | 0.2 | $5.9M | 120k | 49.43 | |
| Mesa Laboratories (MLAB) | 0.2 | $5.9M | 46k | 129.86 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $5.9M | 35k | 167.28 | |
| Five9 (FIVN) | 0.2 | $5.8M | 203k | 28.73 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.2 | $5.8M | 120k | 48.73 | |
| Intellia Therapeutics (NTLA) | 0.2 | $5.8M | 284k | 20.55 | |
| Cytokinetics Com New (CYTK) | 0.2 | $5.8M | 109k | 52.80 | |
| Descartes Sys Grp (DSGX) | 0.2 | $5.7M | 55k | 102.96 | |
| Merus N V (MRUS) | 0.2 | $5.7M | 113k | 49.96 | |
| Informatica Com Cl A (INFA) | 0.2 | $5.5M | 219k | 25.28 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $5.5M | 358k | 15.29 | |
| Apogee Therapeutics (APGE) | 0.2 | $5.4M | 92k | 58.74 | |
| Irhythm Technologies (IRTC) | 0.2 | $5.4M | 72k | 74.24 | |
| Prothena Corp SHS (PRTA) | 0.2 | $5.2M | 313k | 16.73 | |
| ExlService Holdings (EXLS) | 0.2 | $5.2M | 135k | 38.15 | |
| Novanta (NOVT) | 0.2 | $5.1M | 29k | 178.92 | |
| Lattice Semiconductor (LSCC) | 0.2 | $5.1M | 96k | 53.07 | |
| OSI Systems (OSIS) | 0.2 | $5.1M | 33k | 151.83 | |
| Onto Innovation (ONTO) | 0.2 | $5.1M | 24k | 207.56 | |
| Harvard Bioscience (HBIO) | 0.2 | $5.0M | 1.9M | 2.69 | |
| PDF Solutions (PDFS) | 0.2 | $4.9M | 155k | 31.68 | |
| Ciena Corp Com New (CIEN) | 0.2 | $4.8M | 78k | 61.59 | |
| Gentherm (THRM) | 0.2 | $4.8M | 103k | 46.55 | |
| Newpark Res Com Par $.01new | 0.2 | $4.7M | 684k | 6.93 | |
| Bridgebio Pharma (BBIO) | 0.2 | $4.7M | 184k | 25.46 | |
| The Real Brokerage Com New (REAX) | 0.2 | $4.6M | 826k | 5.55 | |
| Rambus (RMBS) | 0.2 | $4.5M | 107k | 42.22 | |
| Ceva (CEVA) | 0.2 | $4.5M | 185k | 24.15 | |
| Apellis Pharmaceuticals (APLS) | 0.2 | $4.3M | 151k | 28.84 | |
| Ameresco Cl A (AMRC) | 0.2 | $4.1M | 109k | 37.94 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.2 | $4.1M | 67k | 60.74 | |
| Arteris (AIP) | 0.2 | $3.8M | 497k | 7.72 | |
| MarketAxess Holdings (MKTX) | 0.1 | $3.7M | 15k | 256.20 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.1 | $3.7M | 458k | 7.99 | |
| WNS HLDGS Com Shs (WNS) | 0.1 | $3.7M | 69k | 52.71 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $3.6M | 17k | 208.34 | |
| Certara Ord (CERT) | 0.1 | $3.5M | 303k | 11.71 | |
| Vital Farms (VITL) | 0.1 | $3.5M | 99k | 35.07 | |
| DV (DV) | 0.1 | $3.3M | 199k | 16.84 | |
| Rapid7 (RPD) | 0.1 | $3.3M | 83k | 39.89 | |
| Euronet Worldwide (EEFT) | 0.1 | $3.3M | 33k | 99.23 | |
| Cytosorbents Corp Com New (CTSO) | 0.1 | $3.1M | 2.1M | 1.50 | |
| Acadia Healthcare (ACHC) | 0.1 | $3.1M | 49k | 63.41 | |
| Orion Marine (ORN) | 0.1 | $3.1M | 537k | 5.77 | |
| Okta Cl A (OKTA) | 0.1 | $3.1M | 41k | 74.34 | |
| 908 Devices (MASS) | 0.1 | $3.0M | 861k | 3.47 | |
| Rogers Corporation (ROG) | 0.1 | $3.0M | 26k | 113.01 | |
| Universal Technical Institute (UTI) | 0.1 | $2.8M | 171k | 16.26 | |
| Summit Therapeutics (SMMT) | 0.1 | $2.8M | 126k | 21.90 | |
| Viad (PRSU) | 0.1 | $2.6M | 73k | 35.83 | |
| Nextracker Class A Com (NXT) | 0.1 | $2.6M | 69k | 37.48 | |
| Hannon Armstrong (HASI) | 0.1 | $2.6M | 75k | 34.47 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $2.3M | 116k | 20.00 | |
| Vericel (VCEL) | 0.1 | $2.3M | 54k | 42.25 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $2.3M | 1.1M | 2.01 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $2.3M | 134k | 16.84 | |
| Radware Ord (RDWR) | 0.1 | $2.2M | 100k | 22.28 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.1 | $2.2M | 97k | 22.63 | |
| Spx Corp (SPXC) | 0.1 | $2.2M | 14k | 159.46 | |
| Vicor Corporation (VICR) | 0.1 | $2.0M | 49k | 42.10 | |
| Avepoint Com Cl A (AVPT) | 0.1 | $2.0M | 173k | 11.77 | |
| Arcturus Therapeutics Hldg I (ARCT) | 0.1 | $2.0M | 86k | 23.21 | |
| First Solar (FSLR) | 0.1 | $1.6M | 6.5k | 249.44 | |
| Extreme Networks (EXTR) | 0.1 | $1.5M | 101k | 15.03 | |
| Tetra Tech (TTEK) | 0.0 | $715k | 15k | 47.16 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $636k | 7.1k | 89.30 | |
| Kinsale Cap Group (KNSL) | 0.0 | $625k | 1.3k | 465.57 | |
| Iradimed (IRMD) | 0.0 | $529k | 11k | 50.29 | |
| Darling International (DAR) | 0.0 | $419k | 11k | 37.16 | |
| Monolithic Power Systems (MPWR) | 0.0 | $331k | 358.00 | 924.50 | |
| Super Micro Computer | 0.0 | $304k | 729.00 | 416.40 | |
| Dex (DXCM) | 0.0 | $278k | 4.1k | 67.04 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $264k | 2.3k | 113.02 | |
| Quanta Services (PWR) | 0.0 | $245k | 822.00 | 298.15 | |
| Biomerica Com New (BMRA) | 0.0 | $173k | 528k | 0.33 | |
| Research Solutions (RSSS) | 0.0 | $121k | 44k | 2.73 | |
| Hudson Technologies (HDSN) | 0.0 | $108k | 13k | 8.34 | |
| Array Technologies Com Shs (ARRY) | 0.0 | $98k | 15k | 6.60 |
