Granahan Investment Management as of Dec. 31, 2024
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 180 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Axon Enterprise (AXON) | 4.0 | $96M | 162k | 594.32 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 3.1 | $74M | 1.1M | 65.46 | |
| Indie Semiconductor Class A Com (INDI) | 3.0 | $72M | 18M | 4.05 | |
| Genius Sports Shares Cl A (GENI) | 2.9 | $69M | 8.0M | 8.65 | |
| Marex Group Ord (MRX) | 2.9 | $68M | 2.2M | 31.17 | |
| Oddity Tech Shs Cl A (ODD) | 2.7 | $65M | 1.5M | 42.02 | |
| Porch Group (PRCH) | 2.4 | $59M | 12M | 4.92 | |
| Toast Cl A (TOST) | 2.4 | $58M | 1.6M | 36.45 | |
| Magnite Ord (MGNI) | 2.4 | $58M | 3.6M | 15.92 | |
| SPS Commerce (SPSC) | 2.3 | $56M | 303k | 183.99 | |
| Shift4 Pmts Cl A (FOUR) | 2.3 | $54M | 520k | 103.78 | |
| Kornit Digital SHS (KRNT) | 2.1 | $49M | 1.6M | 30.95 | |
| Carpenter Technology Corporation (CRS) | 1.9 | $45M | 267k | 169.71 | |
| Globant S A (GLOB) | 1.7 | $42M | 195k | 214.42 | |
| Evolent Health Cl A (EVH) | 1.7 | $41M | 3.7M | 11.25 | |
| Casella Waste Sys Cl A (CWST) | 1.6 | $39M | 372k | 105.81 | |
| Phreesia (PHR) | 1.5 | $37M | 1.5M | 25.16 | |
| Life Time Group Holdings Common Stock (LTH) | 1.5 | $36M | 1.6M | 22.12 | |
| Sportradar Group Class A Ord Shs (SRAD) | 1.5 | $35M | 2.0M | 17.34 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.4 | $33M | 367k | 90.58 | |
| Sweetgreen Com Cl A (SG) | 1.4 | $33M | 1.0M | 32.06 | |
| Acv Auctions Com Cl A (ACVA) | 1.3 | $31M | 1.4M | 21.60 | |
| Paylocity Holding Corporation (PCTY) | 1.3 | $30M | 152k | 199.47 | |
| Semtech Corporation (SMTC) | 1.2 | $28M | 458k | 61.85 | |
| First Watch Restaurant Groupco (FWRG) | 1.1 | $27M | 1.5M | 18.61 | |
| Sprout Social Com Cl A (SPT) | 1.1 | $27M | 866k | 30.71 | |
| Hubspot (HUBS) | 1.1 | $26M | 37k | 696.77 | |
| Kindercare Learning Companie (KLC) | 1.1 | $26M | 1.4M | 17.80 | |
| CoStar (CSGP) | 1.1 | $26M | 358k | 71.59 | |
| PAR Technology Corporation (PAR) | 1.1 | $25M | 348k | 72.67 | |
| Reddit Cl A (RDDT) | 1.1 | $25M | 154k | 163.44 | |
| EXACT Sciences Corporation (EXAS) | 1.0 | $25M | 444k | 56.19 | |
| Compass Cl A (COMP) | 1.0 | $24M | 4.0M | 5.85 | |
| Si-bone (SIBN) | 1.0 | $23M | 1.6M | 14.02 | |
| Sunopta (STKL) | 0.9 | $21M | 2.8M | 7.70 | |
| Archer Aviation Com Cl A (ACHR) | 0.9 | $21M | 2.1M | 9.75 | |
| Texas Capital Bancshares (TCBI) | 0.8 | $20M | 260k | 78.20 | |
| Stepstone Group Com Cl A (STEP) | 0.8 | $20M | 349k | 57.88 | |
| Transcat (TRNS) | 0.8 | $20M | 189k | 105.74 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.8 | $20M | 589k | 33.45 | |
| Vertex Cl A (VERX) | 0.8 | $19M | 363k | 53.35 | |
| RBC Bearings Incorporated (RBC) | 0.8 | $18M | 61k | 299.14 | |
| Orthopediatrics Corp. (KIDS) | 0.8 | $18M | 786k | 23.18 | |
| Sharkninja Com Shs (SN) | 0.7 | $17M | 171k | 97.36 | |
| Knife River Corp Common Stock (KNF) | 0.7 | $16M | 162k | 101.64 | |
| Vivid Seats Com Cl A | 0.7 | $16M | 3.4M | 4.63 | |
| Repligen Corporation (RGEN) | 0.6 | $16M | 107k | 143.94 | |
| Enovix Corp (ENVX) | 0.6 | $15M | 1.4M | 10.87 | |
| Gates Indl Corp Ord Shs (GTES) | 0.6 | $15M | 711k | 20.57 | |
| Insmed Com Par $.01 (INSM) | 0.6 | $15M | 209k | 69.04 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.6 | $13M | 175k | 77.07 | |
| Bel Fuse CL B (BELFB) | 0.5 | $13M | 160k | 82.47 | |
| Boot Barn Hldgs (BOOT) | 0.5 | $13M | 83k | 151.82 | |
| Materion Corporation (MTRN) | 0.5 | $13M | 126k | 98.88 | |
| Blueprint Medicines (BPMC) | 0.5 | $12M | 142k | 87.22 | |
| Cyberark Software SHS (CYBR) | 0.5 | $12M | 37k | 333.15 | |
| Viking Therapeutics (VKTX) | 0.5 | $12M | 306k | 40.24 | |
| Modine Manufacturing (MOD) | 0.5 | $12M | 105k | 115.93 | |
| Syndax Pharmaceuticals (SNDX) | 0.5 | $12M | 905k | 13.22 | |
| Biolife Solutions Com New (BLFS) | 0.5 | $12M | 457k | 25.96 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.5 | $12M | 656k | 17.99 | |
| Nutanix Cl A (NTNX) | 0.5 | $12M | 192k | 61.18 | |
| Columbus McKinnon (CMCO) | 0.4 | $11M | 284k | 37.24 | |
| Qxo Com New (QXO) | 0.4 | $10M | 651k | 15.90 | |
| Pure Storage Cl A (PSTG) | 0.4 | $10M | 168k | 61.43 | |
| Workiva Com Cl A (WK) | 0.4 | $10M | 94k | 109.50 | |
| Informatica Com Cl A (INFA) | 0.4 | $9.9M | 383k | 25.93 | |
| Elf Beauty (ELF) | 0.4 | $9.7M | 77k | 125.55 | |
| Digimarc Corporation (DMRC) | 0.4 | $9.3M | 249k | 37.45 | |
| Chefs Whse (CHEF) | 0.4 | $9.3M | 189k | 49.32 | |
| Confluent Class A Com (CFLT) | 0.4 | $9.3M | 334k | 27.96 | |
| Everquote Com Cl A (EVER) | 0.4 | $9.2M | 459k | 19.99 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.4 | $9.2M | 463k | 19.78 | |
| Mayville Engineering (MEC) | 0.4 | $9.1M | 579k | 15.72 | |
| Natera (NTRA) | 0.4 | $8.8M | 55k | 158.30 | |
| Ftai Aviation SHS (FTAI) | 0.4 | $8.5M | 59k | 144.04 | |
| Edgewise Therapeutics (EWTX) | 0.3 | $8.0M | 300k | 26.70 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.3 | $7.6M | 297k | 25.73 | |
| Lovesac Company (LOVE) | 0.3 | $7.6M | 321k | 23.66 | |
| Chart Industries (GTLS) | 0.3 | $7.5M | 39k | 190.84 | |
| Ptc (PTC) | 0.3 | $7.5M | 41k | 183.87 | |
| Vita Coco Co Inc/the (COCO) | 0.3 | $7.5M | 202k | 36.91 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.3 | $7.4M | 136k | 54.15 | |
| PROS Holdings (PRO) | 0.3 | $7.3M | 334k | 21.96 | |
| Jfrog Ord Shs (FROG) | 0.3 | $7.2M | 244k | 29.41 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $7.1M | 182k | 39.20 | |
| Lattice Semiconductor (LSCC) | 0.3 | $7.1M | 125k | 56.65 | |
| Pliant Therapeutics (PLRX) | 0.3 | $6.9M | 527k | 13.17 | |
| Qualys (QLYS) | 0.3 | $6.7M | 48k | 140.22 | |
| Five9 (FIVN) | 0.3 | $6.7M | 164k | 40.64 | |
| Veeco Instruments (VECO) | 0.3 | $6.5M | 244k | 26.80 | |
| Stoke Therapeutics (STOK) | 0.3 | $6.3M | 568k | 11.03 | |
| Varonis Sys (VRNS) | 0.3 | $6.1M | 137k | 44.43 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.3 | $6.1M | 517k | 11.73 | |
| CorVel Corporation (CRVL) | 0.3 | $6.0M | 54k | 111.26 | |
| Zymeworks Del (ZYME) | 0.3 | $6.0M | 411k | 14.64 | |
| Intra Cellular Therapies (ITCI) | 0.2 | $5.8M | 70k | 83.52 | |
| Silicon Laboratories (SLAB) | 0.2 | $5.8M | 47k | 124.22 | |
| Vital Farms (VITL) | 0.2 | $5.7M | 151k | 37.69 | |
| Quanterix Ord (QTRX) | 0.2 | $5.7M | 536k | 10.63 | |
| Acadia Healthcare (ACHC) | 0.2 | $5.6M | 142k | 39.65 | |
| Npk International Com Shs (NPKI) | 0.2 | $5.4M | 706k | 7.67 | |
| Descartes Sys Grp (DSGX) | 0.2 | $5.3M | 47k | 113.60 | |
| Revolution Medicines (RVMD) | 0.2 | $5.2M | 119k | 43.74 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $5.2M | 346k | 14.89 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.2 | $5.0M | 227k | 22.03 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.2 | $4.9M | 226k | 21.79 | |
| Apellis Pharmaceuticals (APLS) | 0.2 | $4.9M | 154k | 31.91 | |
| McGrath Rent (MGRC) | 0.2 | $4.6M | 42k | 111.82 | |
| Onto Innovation (ONTO) | 0.2 | $4.5M | 27k | 166.67 | |
| Parsons Corporation (PSN) | 0.2 | $4.4M | 48k | 92.25 | |
| Allegro Microsystems Ord (ALGM) | 0.2 | $4.4M | 202k | 21.86 | |
| Merus N V (MRUS) | 0.2 | $4.4M | 105k | 42.05 | |
| Rambus (RMBS) | 0.2 | $4.4M | 83k | 52.86 | |
| Euronet Worldwide (EEFT) | 0.2 | $4.4M | 42k | 102.84 | |
| DV (DV) | 0.2 | $4.3M | 222k | 19.21 | |
| Apogee Therapeutics (APGE) | 0.2 | $4.2M | 93k | 45.30 | |
| Rxsight (RXST) | 0.2 | $4.1M | 120k | 34.38 | |
| Irhythm Technologies (IRTC) | 0.2 | $4.1M | 46k | 90.17 | |
| Universal Technical Institute (UTI) | 0.2 | $4.1M | 159k | 25.71 | |
| Ciena Corp Com New (CIEN) | 0.2 | $4.0M | 48k | 84.81 | |
| Okta Cl A (OKTA) | 0.2 | $4.0M | 51k | 78.80 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $4.0M | 20k | 196.95 | |
| Agios Pharmaceuticals (AGIO) | 0.2 | $3.8M | 116k | 32.86 | |
| Novanta (NOVT) | 0.2 | $3.7M | 24k | 152.77 | |
| Immunovant (IMVT) | 0.2 | $3.7M | 149k | 24.77 | |
| Intellia Therapeutics (NTLA) | 0.1 | $3.6M | 307k | 11.66 | |
| Portillos Com Cl A (PTLO) | 0.1 | $3.5M | 373k | 9.40 | |
| PDF Solutions (PDFS) | 0.1 | $3.5M | 129k | 27.08 | |
| Health Catalyst (HCAT) | 0.1 | $3.5M | 493k | 7.07 | |
| Harvard Bioscience (HBIO) | 0.1 | $3.4M | 1.6M | 2.11 | |
| Immunome (IMNM) | 0.1 | $3.3M | 314k | 10.62 | |
| OSI Systems (OSIS) | 0.1 | $3.3M | 20k | 167.43 | |
| Blue Bird Corp (BLBD) | 0.1 | $3.3M | 86k | 38.63 | |
| ExlService Holdings (EXLS) | 0.1 | $3.2M | 71k | 44.38 | |
| The Real Brokerage Com New (REAX) | 0.1 | $3.1M | 664k | 4.60 | |
| Castle Biosciences (CSTL) | 0.1 | $3.0M | 111k | 26.65 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $2.8M | 1.6M | 1.73 | |
| Urban Outfitters (URBN) | 0.1 | $2.8M | 51k | 54.88 | |
| Celestica (CLS) | 0.1 | $2.6M | 28k | 92.30 | |
| Certara Ord (CERT) | 0.1 | $2.5M | 239k | 10.65 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $2.4M | 22k | 109.73 | |
| Fox Factory Hldg (FOXF) | 0.1 | $2.4M | 79k | 30.27 | |
| Summit Therapeutics (SMMT) | 0.1 | $2.4M | 134k | 17.84 | |
| Avepoint Com Cl A (AVPT) | 0.1 | $2.3M | 137k | 16.51 | |
| Vicor Corporation (VICR) | 0.1 | $2.1M | 44k | 48.32 | |
| Skechers U S A Cl A | 0.1 | $2.1M | 31k | 67.24 | |
| Rxo Common Stock (RXO) | 0.1 | $2.1M | 87k | 23.84 | |
| Veracyte (VCYT) | 0.1 | $2.0M | 50k | 39.60 | |
| Hannon Armstrong (HASI) | 0.1 | $1.9M | 71k | 26.83 | |
| Rogers Corporation (ROG) | 0.1 | $1.8M | 18k | 101.61 | |
| Spire Global Com Cl A New (SPIR) | 0.1 | $1.8M | 126k | 14.07 | |
| Lenz Therapeutics (LENZ) | 0.1 | $1.5M | 52k | 28.87 | |
| Anaptysbio Inc Common (ANAB) | 0.1 | $1.4M | 106k | 13.24 | |
| 908 Devices (MASS) | 0.0 | $1.2M | 523k | 2.20 | |
| Firstservice Corp (FSV) | 0.0 | $1.1M | 6.2k | 181.02 | |
| Cytosorbents Corp Com New (CTSO) | 0.0 | $1.1M | 1.2M | 0.91 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.0M | 3.6k | 287.82 | |
| First Solar (FSLR) | 0.0 | $986k | 5.6k | 176.24 | |
| Arteris (AIP) | 0.0 | $949k | 93k | 10.19 | |
| Ceva (CEVA) | 0.0 | $935k | 30k | 31.55 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $855k | 8.0k | 107.22 | |
| Rapid7 (RPD) | 0.0 | $734k | 18k | 40.23 | |
| WNS HLDGS Com Shs (WNS) | 0.0 | $696k | 15k | 47.39 | |
| Iradimed (IRMD) | 0.0 | $696k | 13k | 55.00 | |
| Viad (PRSU) | 0.0 | $523k | 12k | 42.51 | |
| Tetra Tech (TTEK) | 0.0 | $495k | 12k | 39.84 | |
| Dex (DXCM) | 0.0 | $451k | 5.8k | 77.77 | |
| Nextracker Class A Com (NXT) | 0.0 | $414k | 11k | 36.53 | |
| Ameresco Cl A (AMRC) | 0.0 | $249k | 11k | 23.48 | |
| Quanta Services (PWR) | 0.0 | $237k | 751.00 | 316.05 | |
| Monolithic Power Systems (MPWR) | 0.0 | $237k | 400.00 | 591.70 | |
| Darling International (DAR) | 0.0 | $214k | 6.4k | 33.69 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $201k | 2.9k | 68.68 | |
| Biomerica Com New | 0.0 | $198k | 659k | 0.30 | |
| Titan Machinery (TITN) | 0.0 | $195k | 14k | 14.13 | |
| Owlet Cl A New (OWLT) | 0.0 | $145k | 33k | 4.45 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $99k | 18k | 5.53 | |
| Icad Com New (ICAD) | 0.0 | $96k | 52k | 1.83 | |
| Array Technologies Com Shs (ARRY) | 0.0 | $82k | 14k | 6.04 |