Granahan Investment Management as of March 31, 2025
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 159 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Porch Group (PRCH) | 4.3 | $86M | 12M | 7.29 | |
| Genius Sports Shares Cl A (GENI) | 3.9 | $78M | 7.8M | 10.01 | |
| Marex Group Ord (MRX) | 3.7 | $75M | 2.1M | 35.32 | |
| Oddity Tech Shs Cl A (ODD) | 3.4 | $67M | 1.6M | 43.26 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 3.0 | $61M | 1.0M | 57.87 | |
| SPS Commerce (SPSC) | 2.7 | $54M | 404k | 132.73 | |
| Toast Cl A (TOST) | 2.5 | $50M | 1.5M | 33.17 | |
| Compass Cl A (COMP) | 2.3 | $47M | 5.4M | 8.73 | |
| Life Time Group Holdings Common Stock (LTH) | 2.3 | $47M | 1.6M | 30.20 | |
| Axon Enterprise (AXON) | 2.2 | $44M | 84k | 525.95 | |
| Carpenter Technology Corporation (CRS) | 2.1 | $42M | 233k | 181.18 | |
| Sportradar Group Class A Ord Shs (SRAD) | 2.0 | $41M | 1.9M | 21.62 | |
| Casella Waste Sys Cl A (CWST) | 1.9 | $38M | 343k | 111.51 | |
| Descartes Sys Grp (DSGX) | 1.9 | $38M | 379k | 100.83 | |
| Indie Semiconductor Class A Com (INDI) | 1.8 | $36M | 18M | 2.04 | |
| Semtech Corporation (SMTC) | 1.6 | $33M | 955k | 34.40 | |
| Kornit Digital SHS (KRNT) | 1.6 | $32M | 1.7M | 19.08 | |
| Magnite Ord (MGNI) | 1.5 | $30M | 2.6M | 11.41 | |
| Phreesia (PHR) | 1.4 | $29M | 1.1M | 25.56 | |
| CoStar (CSGP) | 1.4 | $28M | 348k | 79.23 | |
| Sweetgreen Com Cl A (SG) | 1.3 | $27M | 1.1M | 25.02 | |
| First Watch Restaurant Groupco (FWRG) | 1.3 | $27M | 1.6M | 16.65 | |
| Stepstone Group Com Cl A (STEP) | 1.3 | $27M | 508k | 52.23 | |
| Comfort Systems USA (FIX) | 1.1 | $22M | 68k | 322.33 | |
| PAR Technology Corporation (PAR) | 1.0 | $21M | 337k | 61.34 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.0 | $21M | 401k | 51.20 | |
| Si-bone (SIBN) | 1.0 | $20M | 1.4M | 14.03 | |
| RBC Bearings Incorporated (RBC) | 1.0 | $20M | 62k | 321.77 | |
| Archer Aviation Com Cl A (ACHR) | 1.0 | $20M | 2.8M | 7.11 | |
| Shift4 Pmts Cl A (FOUR) | 1.0 | $20M | 238k | 81.71 | |
| Hubspot (HUBS) | 1.0 | $19M | 34k | 571.29 | |
| Acv Auctions Com Cl A (ACVA) | 1.0 | $19M | 1.4M | 14.09 | |
| Paylocity Holding Corporation (PCTY) | 0.9 | $18M | 96k | 187.34 | |
| Modine Manufacturing (MOD) | 0.9 | $18M | 232k | 76.75 | |
| Texas Capital Bancshares (TCBI) | 0.9 | $18M | 234k | 74.70 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.9 | $17M | 621k | 27.80 | |
| Orthopediatrics Corp. (KIDS) | 0.8 | $16M | 667k | 24.63 | |
| Sunopta (STKL) | 0.8 | $16M | 3.3M | 4.86 | |
| Transcat (TRNS) | 0.8 | $16M | 213k | 74.45 | |
| Gates Indl Corp Ord Shs (GTES) | 0.8 | $16M | 843k | 18.41 | |
| Sprout Social Com Cl A (SPT) | 0.8 | $15M | 687k | 21.99 | |
| Ftai Aviation SHS (FTAI) | 0.7 | $15M | 135k | 111.03 | |
| Sharkninja Com Shs (SN) | 0.7 | $15M | 176k | 83.41 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $15M | 338k | 43.29 | |
| Insmed Com Par $.01 (INSM) | 0.7 | $14M | 188k | 76.29 | |
| Nutanix Cl A (NTNX) | 0.7 | $14M | 205k | 69.81 | |
| Kindercare Learning Companie (KLC) | 0.7 | $14M | 1.2M | 11.59 | |
| Knife River Corp Common Stock (KNF) | 0.7 | $14M | 154k | 90.21 | |
| Centrus Energy Corp Cl A (LEU) | 0.7 | $13M | 216k | 62.21 | |
| Evolent Health Cl A (EVH) | 0.6 | $13M | 1.4M | 9.47 | |
| Repligen Corporation (RGEN) | 0.6 | $13M | 101k | 127.24 | |
| Blueprint Medicines (BPMC) | 0.6 | $13M | 145k | 88.51 | |
| Vertex Cl A (VERX) | 0.6 | $13M | 361k | 35.01 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.6 | $11M | 844k | 13.56 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.6 | $11M | 186k | 61.31 | |
| Bel Fuse CL B (BELFB) | 0.6 | $11M | 152k | 74.86 | |
| Pure Storage Cl A (PSTG) | 0.5 | $11M | 246k | 44.27 | |
| Elf Beauty (ELF) | 0.5 | $11M | 167k | 62.79 | |
| Materion Corporation (MTRN) | 0.5 | $10M | 125k | 81.60 | |
| Reddit Cl A (RDDT) | 0.5 | $10M | 97k | 104.90 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.5 | $10M | 534k | 18.96 | |
| Biolife Solutions Com New (BLFS) | 0.5 | $10M | 440k | 22.84 | |
| Enovix Corp (ENVX) | 0.5 | $9.7M | 1.3M | 7.34 | |
| NOVA MEASURING Instruments L (NVMI) | 0.5 | $9.4M | 51k | 184.33 | |
| Spire Global Com Cl A New (SPIR) | 0.5 | $9.2M | 1.1M | 8.09 | |
| Viking Therapeutics (VKTX) | 0.4 | $8.9M | 368k | 24.15 | |
| Qxo Com New (QXO) | 0.4 | $8.4M | 623k | 13.54 | |
| Qualys (QLYS) | 0.4 | $8.1M | 65k | 125.93 | |
| Varonis Sys (VRNS) | 0.4 | $8.1M | 200k | 40.45 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.4 | $8.0M | 362k | 22.21 | |
| Jfrog Ord Shs (FROG) | 0.4 | $8.0M | 251k | 32.00 | |
| Cyberark Software SHS (CYBR) | 0.4 | $7.2M | 21k | 338.00 | |
| CECO Environmental (CECO) | 0.4 | $7.2M | 317k | 22.80 | |
| Globant S A (GLOB) | 0.4 | $7.1M | 60k | 117.72 | |
| Onto Innovation (ONTO) | 0.3 | $6.9M | 57k | 121.34 | |
| John Bean Technologies Corporation (JBTM) | 0.3 | $6.9M | 56k | 122.20 | |
| Powell Industries (POWL) | 0.3 | $6.8M | 40k | 170.33 | |
| Syndax Pharmaceuticals (SNDX) | 0.3 | $6.8M | 550k | 12.29 | |
| Green Brick Partners (GRBK) | 0.3 | $6.7M | 115k | 58.31 | |
| Rambus (RMBS) | 0.3 | $6.7M | 129k | 51.77 | |
| Confluent Class A Com (CFLT) | 0.3 | $6.4M | 275k | 23.44 | |
| Mayville Engineering (MEC) | 0.3 | $6.4M | 478k | 13.43 | |
| CorVel Corporation (CRVL) | 0.3 | $6.3M | 56k | 111.97 | |
| Vivid Seats Com Cl A | 0.3 | $6.3M | 2.1M | 2.96 | |
| Tower Semiconductor Shs New (TSEM) | 0.3 | $6.2M | 173k | 35.66 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $6.2M | 184k | 33.55 | |
| Nextracker Class A Com (NXT) | 0.3 | $5.9M | 141k | 42.14 | |
| Veeco Instruments (VECO) | 0.3 | $5.9M | 292k | 20.08 | |
| Okta Cl A (OKTA) | 0.3 | $5.8M | 55k | 105.22 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.3 | $5.6M | 142k | 39.07 | |
| Columbus McKinnon (CMCO) | 0.3 | $5.4M | 317k | 16.93 | |
| Healthequity (HQY) | 0.3 | $5.3M | 60k | 88.37 | |
| Everquote Com Cl A (EVER) | 0.3 | $5.2M | 200k | 26.19 | |
| Ameresco Cl A (AMRC) | 0.3 | $5.0M | 417k | 12.08 | |
| Zymeworks Del (ZYME) | 0.2 | $4.9M | 408k | 11.91 | |
| Edgewise Therapeutics (EWTX) | 0.2 | $4.8M | 218k | 22.00 | |
| Lattice Semiconductor (LSCC) | 0.2 | $4.5M | 87k | 52.45 | |
| Lenz Therapeutics (LENZ) | 0.2 | $4.5M | 176k | 25.71 | |
| Npk International Com Shs (NPKI) | 0.2 | $4.5M | 776k | 5.81 | |
| Revolution Medicines (RVMD) | 0.2 | $4.5M | 127k | 35.36 | |
| Stoke Therapeutics (STOK) | 0.2 | $4.4M | 660k | 6.65 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.2 | $4.4M | 225k | 19.43 | |
| McGrath Rent (MGRC) | 0.2 | $4.3M | 39k | 111.40 | |
| Ciena Corp Com New (CIEN) | 0.2 | $4.3M | 72k | 60.43 | |
| Vital Farms (VITL) | 0.2 | $4.2M | 139k | 30.47 | |
| Natera (NTRA) | 0.2 | $4.1M | 29k | 141.41 | |
| Chart Industries (GTLS) | 0.2 | $4.1M | 28k | 144.36 | |
| Apogee Therapeutics (APGE) | 0.2 | $4.0M | 108k | 37.36 | |
| Merus N V (MRUS) | 0.2 | $4.0M | 96k | 42.09 | |
| Agios Pharmaceuticals (AGIO) | 0.2 | $3.9M | 132k | 29.30 | |
| Apellis Pharmaceuticals (APLS) | 0.2 | $3.8M | 176k | 21.87 | |
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $3.8M | 480k | 7.85 | |
| PROS Holdings (PRO) | 0.2 | $3.7M | 196k | 19.03 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $3.5M | 32k | 107.43 | |
| Intellia Therapeutics (NTLA) | 0.2 | $3.4M | 476k | 7.11 | |
| Astera Labs (ALAB) | 0.2 | $3.3M | 55k | 59.67 | |
| Rxsight (RXST) | 0.2 | $3.3M | 130k | 25.25 | |
| Novanta (NOVT) | 0.2 | $3.3M | 26k | 127.87 | |
| Ptc (PTC) | 0.2 | $3.1M | 20k | 154.95 | |
| Silicon Laboratories (SLAB) | 0.2 | $3.1M | 27k | 112.57 | |
| Immunovant (IMVT) | 0.1 | $2.9M | 172k | 17.09 | |
| Immunome (IMNM) | 0.1 | $2.8M | 419k | 6.73 | |
| Five9 (FIVN) | 0.1 | $2.8M | 103k | 27.15 | |
| Anaptysbio Inc Common (ANAB) | 0.1 | $2.7M | 147k | 18.59 | |
| Celestica (CLS) | 0.1 | $2.6M | 33k | 78.81 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $2.5M | 62k | 40.16 | |
| Universal Technical Institute (UTI) | 0.1 | $2.4M | 94k | 25.68 | |
| Summit Therapeutics (SMMT) | 0.1 | $2.4M | 125k | 19.29 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $2.4M | 116k | 20.42 | |
| Certara Ord (CERT) | 0.1 | $2.3M | 235k | 9.90 | |
| Soleno Therapeutics (SLNO) | 0.1 | $2.3M | 33k | 71.45 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $2.3M | 1.6M | 1.39 | |
| ExlService Holdings (EXLS) | 0.1 | $2.2M | 46k | 47.21 | |
| Portillos Com Cl A (PTLO) | 0.1 | $1.9M | 157k | 11.89 | |
| The Real Brokerage Com New (REAX) | 0.1 | $1.8M | 441k | 4.06 | |
| Core Scientific (CORZ) | 0.1 | $1.6M | 225k | 7.24 | |
| Vita Coco Co Inc/the (COCO) | 0.1 | $1.6M | 52k | 30.65 | |
| Hannon Armstrong (HASI) | 0.1 | $1.6M | 55k | 29.24 | |
| Avepoint Com Cl A (AVPT) | 0.1 | $1.6M | 111k | 14.44 | |
| InterDigital (IDCC) | 0.1 | $1.6M | 7.6k | 206.75 | |
| Irhythm Technologies (IRTC) | 0.1 | $1.5M | 15k | 104.68 | |
| CommVault Systems (CVLT) | 0.1 | $1.1M | 7.2k | 157.76 | |
| Firstservice Corp (FSV) | 0.0 | $921k | 5.5k | 165.95 | |
| Harvard Bioscience (HBIO) | 0.0 | $865k | 1.5M | 0.57 | |
| Allegro Microsystems Ord (ALGM) | 0.0 | $803k | 32k | 25.13 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $591k | 5.0k | 118.06 | |
| Digital Turbine Com New (APPS) | 0.0 | $585k | 216k | 2.71 | |
| Ceva (CEVA) | 0.0 | $514k | 20k | 25.61 | |
| Arteris (AIP) | 0.0 | $504k | 73k | 6.91 | |
| Iradimed (IRMD) | 0.0 | $449k | 8.6k | 52.48 | |
| Callaway Golf Company (MODG) | 0.0 | $378k | 57k | 6.59 | |
| Cytosorbents Corp Com New (CTSO) | 0.0 | $358k | 358k | 1.00 | |
| Viad (PRSU) | 0.0 | $342k | 9.7k | 35.39 | |
| Adtran Holdings (ADTN) | 0.0 | $315k | 36k | 8.72 | |
| Lovesac Company (LOVE) | 0.0 | $230k | 13k | 18.18 | |
| Chefs Whse (CHEF) | 0.0 | $200k | 3.7k | 54.46 | |
| Suro Capital Corp Com New (SSSS) | 0.0 | $194k | 39k | 4.97 | |
| Owlet Cl A New (OWLT) | 0.0 | $99k | 27k | 3.68 | |
| Biomerica Com New | 0.0 | $50k | 88k | 0.57 |