Granahan Investment Management

Granahan Investment Management as of June 30, 2025

Portfolio Holdings for Granahan Investment Management

Granahan Investment Management holds 153 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Porch Group (PRCH) 5.6 $137M 12M 11.79
Oddity Tech Shs Cl A (ODD) 4.2 $102M 1.4M 75.47
Magnite Ord (MGNI) 3.6 $88M 3.6M 24.12
Genius Sports Shares Cl A (GENI) 3.5 $87M 8.3M 10.40
Marex Group Ord (MRX) 3.3 $82M 2.1M 39.47
Victory Cap Hldgs Com Cl A (VCTR) 3.1 $76M 1.2M 63.67
Toast Cl A (TOST) 2.9 $71M 1.6M 44.29
Indie Semiconductor Class A Com (INDI) 2.8 $69M 20M 3.56
Axon Enterprise (AXON) 2.8 $69M 84k 827.94
Sportradar Group Class A Ord Shs (SRAD) 2.6 $65M 2.3M 28.08
Carpenter Technology Corporation (CRS) 2.6 $64M 232k 276.38
SPS Commerce (SPSC) 2.1 $51M 372k 136.09
Life Time Group Holdings Common Stock (LTH) 2.1 $51M 1.7M 30.33
Semtech Corporation (SMTC) 1.8 $45M 992k 45.14
Centrus Energy Corp Cl A (LEU) 1.5 $38M 207k 183.18
Phreesia (PHR) 1.5 $37M 1.3M 28.46
Comfort Systems USA (FIX) 1.5 $37M 69k 536.21
Kornit Digital SHS (KRNT) 1.5 $36M 1.8M 19.91
Descartes Sys Grp (DSGX) 1.5 $36M 356k 101.64
Casella Waste Sys Cl A (CWST) 1.5 $36M 312k 115.38
Archer Aviation Com Cl A (ACHR) 1.4 $35M 3.2M 10.85
Global E Online SHS (GLBE) 1.3 $31M 933k 33.54
Compass Cl A (COMP) 1.1 $28M 4.5M 6.28
First Watch Restaurant Groupco (FWRG) 1.1 $26M 1.6M 16.04
Kura Sushi Usa Cl A Com (KRUS) 1.0 $26M 298k 86.08
Shift4 Pmts Cl A (FOUR) 1.0 $26M 257k 99.11
Acv Auctions Com Cl A (ACVA) 1.0 $25M 1.6M 16.22
Circle Internet Group Com Cl A (CRCL) 1.0 $25M 139k 181.29
CoStar (CSGP) 1.0 $24M 301k 80.40
RBC Bearings Incorporated (RBC) 1.0 $24M 62k 384.80
Si-bone (SIBN) 1.0 $24M 1.3M 18.82
Gates Indl Corp Ord Shs (GTES) 0.9 $21M 928k 23.03
Sunopta (STKL) 0.9 $21M 3.6M 5.80
Hubspot (HUBS) 0.8 $21M 37k 556.63
Orthopediatrics Corp. (KIDS) 0.8 $21M 967k 21.48
Transcat (TRNS) 0.8 $20M 229k 85.96
Digital Turbine Com New (APPS) 0.8 $19M 3.2M 5.90
PAR Technology Corporation (PAR) 0.7 $18M 261k 69.37
Sweetgreen Com Cl A (SG) 0.7 $18M 1.2M 14.88
EXACT Sciences Corporation (EXAS) 0.7 $17M 323k 53.14
Repligen Corporation (RGEN) 0.7 $17M 135k 124.38
Klaviyo Com Ser A (KVYO) 0.7 $16M 480k 33.58
Enovix Corp (ENVX) 0.6 $15M 1.5M 10.34
Nutanix Cl A (NTNX) 0.6 $15M 193k 76.44
Paylocity Holding Corporation (PCTY) 0.6 $15M 81k 181.19
Pure Storage Cl A (PSTG) 0.6 $15M 252k 57.58
Texas Capital Bancshares (TCBI) 0.6 $14M 182k 79.40
Ftai Aviation SHS (FTAI) 0.6 $14M 125k 115.04
Biolife Solutions Com New (BLFS) 0.6 $14M 643k 21.54
Willscot Hldgs Corp Com Cl A (WSC) 0.6 $14M 502k 27.40
Qxo Com New (QXO) 0.5 $13M 613k 21.54
Etoro Group Shs Cl A (ETOR) 0.5 $13M 198k 66.59
Norwegian Cruise Line Hldg L SHS (NCLH) 0.5 $12M 600k 20.28
Insmed Com Par $.01 (INSM) 0.5 $12M 116k 100.64
Zeta Global Holdings Corp Cl A (ZETA) 0.5 $12M 753k 15.49
Elf Beauty (ELF) 0.4 $11M 88k 124.44
Sprout Social Com Cl A (SPT) 0.4 $11M 520k 20.91
Cogent Communications Hldgs Com New (CCOI) 0.4 $11M 225k 48.21
Bel Fuse CL B (BELFB) 0.4 $11M 109k 97.69
Healthequity (HQY) 0.4 $11M 100k 104.76
Alignment Healthcare (ALHC) 0.4 $11M 747k 14.00
Modine Manufacturing (MOD) 0.4 $11M 106k 98.50
Jfrog Ord Shs (FROG) 0.4 $10M 237k 43.88
CECO Environmental (CECO) 0.4 $10M 352k 28.31
Silicon Motion Technology Sponsored Adr (SIMO) 0.4 $9.8M 130k 75.17
John Bean Technologies Corporation (JBTM) 0.4 $9.7M 81k 120.26
Materion Corporation (MTRN) 0.4 $9.6M 121k 79.37
Powell Industries (POWL) 0.4 $9.3M 44k 210.45
Syndax Pharmaceuticals (SNDX) 0.4 $9.3M 991k 9.37
Sharkninja Com Shs (SN) 0.4 $8.8M 88k 98.99
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.4 $8.6M 311k 27.67
Intellia Therapeutics (NTLA) 0.3 $8.6M 914k 9.38
Cyberark Software SHS (CYBR) 0.3 $8.4M 21k 406.88
Rambus (RMBS) 0.3 $8.3M 130k 64.02
Viking Therapeutics (VKTX) 0.3 $8.1M 305k 26.50
Confluent Class A Com (CFLT) 0.3 $8.1M 324k 24.93
Mayville Engineering (MEC) 0.3 $8.0M 498k 15.96
Veeco Instruments (VECO) 0.3 $7.8M 383k 20.32
Stepstone Group Com Cl A (STEP) 0.3 $7.7M 138k 55.50
NOVA MEASURING Instruments L (NVMI) 0.3 $7.6M 28k 275.20
Xenon Pharmaceuticals (XENE) 0.3 $7.5M 240k 31.30
Varonis Sys (VRNS) 0.3 $7.4M 147k 50.75
Ptc (PTC) 0.3 $7.4M 43k 172.34
Kinsale Cap Group (KNSL) 0.3 $7.3M 15k 483.90
Okta Cl A (OKTA) 0.3 $7.2M 72k 99.97
Astera Labs (ALAB) 0.3 $7.1M 79k 90.42
Nextracker Class A Com (NXT) 0.3 $7.1M 130k 54.37
Core Scientific (CORZ) 0.3 $7.0M 411k 17.07
Green Brick Partners (GRBK) 0.3 $6.6M 104k 62.88
Ciena Corp Com New (CIEN) 0.3 $6.6M 81k 81.33
Ameresco Cl A (AMRC) 0.3 $6.5M 427k 15.19
Stoke Therapeutics (STOK) 0.2 $6.0M 532k 11.35
Apogee Therapeutics (APGE) 0.2 $5.7M 131k 43.43
Knife River Corp Common Stock (KNF) 0.2 $5.6M 69k 81.64
Npk International Com Shs (NPKI) 0.2 $5.6M 658k 8.51
Lattice Semiconductor (LSCC) 0.2 $5.6M 114k 48.99
Tower Semiconductor Shs New (TSEM) 0.2 $5.4M 125k 43.35
Lenz Therapeutics (LENZ) 0.2 $5.4M 183k 29.31
PROS Holdings (PRO) 0.2 $5.4M 342k 15.66
Edgewise Therapeutics (EWTX) 0.2 $5.3M 406k 13.11
Soleno Therapeutics (SLNO) 0.2 $5.0M 60k 83.78
Zymeworks Del (ZYME) 0.2 $4.8M 381k 12.55
Certara Ord (CERT) 0.2 $4.7M 405k 11.70
CorVel Corporation (CRVL) 0.2 $4.5M 44k 102.78
Callaway Golf Company (MODG) 0.2 $4.5M 557k 8.05
Revolution Medicines (RVMD) 0.2 $4.5M 122k 36.79
Qualys (QLYS) 0.2 $4.3M 30k 142.87
Merus N V (MRUS) 0.2 $4.2M 81k 52.60
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $4.0M 43k 92.59
Arcus Biosciences Incorporated (RCUS) 0.2 $4.0M 491k 8.14
Summit Therapeutics (SMMT) 0.2 $4.0M 186k 21.28
Boot Barn Hldgs (BOOT) 0.2 $3.9M 26k 152.00
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.2 $3.8M 80k 47.20
ExlService Holdings (EXLS) 0.2 $3.8M 86k 43.79
Immunome (IMNM) 0.1 $3.7M 393k 9.30
Bridgebio Pharma (BBIO) 0.1 $3.6M 83k 43.18
Cellebrite Di Ordinary Shares (CLBT) 0.1 $3.5M 218k 16.00
Immunovant (IMVT) 0.1 $3.4M 213k 16.00
Onto Innovation (ONTO) 0.1 $3.4M 34k 100.93
Spire Global Com Cl A New (SPIR) 0.1 $3.4M 282k 11.90
Natera (NTRA) 0.1 $3.3M 19k 168.94
Eyepoint Pharmaceuticals Com New (EYPT) 0.1 $3.2M 341k 9.41
Anaptysbio Inc Common (ANAB) 0.1 $2.9M 132k 22.20
Columbus McKinnon (CMCO) 0.1 $2.8M 185k 15.27
Prothena Corp SHS (PRTA) 0.1 $2.8M 461k 6.07
Agilysys (AGYS) 0.1 $2.8M 24k 114.64
Rhythm Pharmaceuticals (RYTM) 0.1 $2.6M 41k 63.19
Scholar Rock Hldg Corp (SRRK) 0.1 $2.6M 73k 35.42
Silicon Laboratories (SLAB) 0.1 $2.6M 17k 147.36
Celestica (CLS) 0.1 $2.4M 16k 156.11
InterDigital (IDCC) 0.1 $2.4M 11k 224.23
Taysha Gene Therapies Com Shs (TSHA) 0.1 $2.2M 959k 2.31
Universal Technical Institute (UTI) 0.1 $2.0M 60k 33.89
Weave Communications (WEAV) 0.1 $2.0M 236k 8.32
Irhythm Technologies (IRTC) 0.1 $1.9M 13k 153.96
Vertex Cl A (VERX) 0.1 $1.9M 54k 35.34
Avepoint Com Cl A (AVPT) 0.1 $1.9M 99k 19.31
CommVault Systems (CVLT) 0.1 $1.9M 11k 174.33
Lindblad Expeditions Hldgs I (LIND) 0.1 $1.9M 160k 11.67
Owlet Cl A New (OWLT) 0.1 $1.8M 216k 8.40
Adtran Holdings (ADTN) 0.1 $1.8M 200k 8.97
Agios Pharmaceuticals (AGIO) 0.1 $1.4M 42k 33.26
Genedx Holdings Corp Com Cl A (WGS) 0.0 $1.1M 12k 92.31
Firstservice Corp (FSV) 0.0 $837k 4.8k 174.62
Goosehead Ins Com Cl A (GSHD) 0.0 $776k 7.4k 105.51
Arteris (AIP) 0.0 $718k 75k 9.53
Harvard Bioscience (HBIO) 0.0 $666k 1.5M 0.44
Ceva (CEVA) 0.0 $576k 26k 21.98
Viad (PRSU) 0.0 $566k 20k 28.83
Iradimed (IRMD) 0.0 $449k 7.5k 59.79
Suro Capital Corp Com New (SSSS) 0.0 $284k 35k 8.21
Brooks Automation (AZTA) 0.0 $250k 8.1k 30.78
Redwire Corporation (RDW) 0.0 $233k 14k 16.30