Granahan Investment Management as of Sept. 30, 2025
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 146 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Porch Group (PRCH) | 6.6 | $162M | 9.6M | 16.78 | |
| Genius Sports Shares Cl A (GENI) | 4.0 | $99M | 8.0M | 12.38 | |
| Oddity Tech Shs Cl A (ODD) | 3.8 | $94M | 1.5M | 62.30 | |
| Magnite Ord (MGNI) | 3.5 | $84M | 3.9M | 21.78 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 3.2 | $78M | 1.2M | 64.76 | |
| Comfort Systems USA (FIX) | 3.1 | $77M | 93k | 825.18 | |
| Indie Semiconductor Class A Com (INDI) | 2.9 | $71M | 18M | 4.07 | |
| Carpenter Technology Corporation (CRS) | 2.7 | $66M | 269k | 245.54 | |
| Axon Enterprise (AXON) | 2.3 | $56M | 78k | 717.64 | |
| Centrus Energy Corp Cl A (LEU) | 2.1 | $52M | 169k | 310.07 | |
| Sportradar Group Class A Ord Shs (SRAD) | 2.1 | $51M | 1.9M | 26.90 | |
| Cellebrite Di Ordinary Shares (CLBT) | 2.0 | $49M | 2.6M | 18.53 | |
| Life Time Group Holdings Common Stock (LTH) | 1.9 | $47M | 1.7M | 27.60 | |
| Semtech Corporation (SMTC) | 1.9 | $46M | 642k | 71.45 | |
| Toast Cl A (TOST) | 1.8 | $45M | 1.2M | 36.51 | |
| Ftai Aviation SHS (FTAI) | 1.8 | $45M | 267k | 166.86 | |
| Global E Online SHS (GLBE) | 1.8 | $44M | 1.2M | 35.76 | |
| SPS Commerce (SPSC) | 1.7 | $41M | 397k | 104.14 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.6 | $40M | 671k | 59.41 | |
| Compass Cl A (COMP) | 1.6 | $39M | 4.8M | 8.03 | |
| Digital Turbine Com New (APPS) | 1.5 | $37M | 5.7M | 6.40 | |
| Marex Group Ord (MRX) | 1.5 | $36M | 1.1M | 33.62 | |
| Phreesia (PHR) | 1.3 | $33M | 1.4M | 23.52 | |
| Nextracker Class A Com (NXT) | 1.3 | $31M | 415k | 73.99 | |
| Ameresco Cl A (AMRC) | 1.2 | $30M | 890k | 33.58 | |
| Casella Waste Sys Cl A (CWST) | 1.2 | $30M | 314k | 94.88 | |
| Archer Aviation Com Cl A (ACHR) | 1.2 | $28M | 2.9M | 9.58 | |
| Modine Manufacturing (MOD) | 1.1 | $27M | 187k | 142.16 | |
| Kornit Digital SHS (KRNT) | 1.1 | $26M | 2.0M | 13.50 | |
| First Watch Restaurant Groupco (FWRG) | 1.1 | $26M | 1.7M | 15.64 | |
| Stepstone Group Com Cl A (STEP) | 1.0 | $25M | 382k | 65.31 | |
| Rambus (RMBS) | 1.0 | $25M | 238k | 104.20 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.0 | $25M | 1.2M | 19.87 | |
| CoStar (CSGP) | 0.9 | $23M | 270k | 84.37 | |
| Descartes Sys Grp (DSGX) | 0.8 | $20M | 216k | 94.23 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.8 | $20M | 208k | 94.81 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $18M | 46k | 390.29 | |
| Enovix Corp (ENVX) | 0.7 | $17M | 1.7M | 9.97 | |
| Gates Indl Corp Ord Shs (GTES) | 0.7 | $17M | 682k | 24.82 | |
| Transcat (TRNS) | 0.7 | $17M | 229k | 73.20 | |
| Figure Technology Solutio Com Cl A | 0.7 | $17M | 459k | 36.37 | |
| Sunopta (STKL) | 0.7 | $16M | 2.7M | 5.86 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $15M | 282k | 54.71 | |
| Si-bone (SIBN) | 0.6 | $15M | 1.0M | 14.72 | |
| Shift4 Pmts Cl A (FOUR) | 0.6 | $15M | 197k | 77.40 | |
| Texas Capital Bancshares (TCBI) | 0.6 | $14M | 170k | 84.53 | |
| Orthopediatrics Corp. (KIDS) | 0.6 | $14M | 760k | 18.53 | |
| Elf Beauty (ELF) | 0.5 | $13M | 99k | 132.48 | |
| Tower Semiconductor Shs New (TSEM) | 0.5 | $13M | 178k | 72.30 | |
| Nutanix Cl A (NTNX) | 0.5 | $13M | 173k | 74.39 | |
| Bel Fuse CL B (BELFB) | 0.5 | $12M | 87k | 141.02 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $12M | 84k | 145.61 | |
| CECO Environmental (CECO) | 0.5 | $12M | 235k | 51.20 | |
| Qxo Com New (QXO) | 0.5 | $12M | 621k | 19.06 | |
| Materion Corporation (MTRN) | 0.5 | $11M | 94k | 120.81 | |
| Hubspot (HUBS) | 0.5 | $11M | 24k | 467.80 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.5 | $11M | 284k | 38.83 | |
| Alignment Healthcare (ALHC) | 0.4 | $10M | 581k | 17.45 | |
| Biolife Solutions Com New (BLFS) | 0.4 | $10M | 392k | 25.51 | |
| Agilysys (AGYS) | 0.4 | $9.9M | 94k | 105.25 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.4 | $9.9M | 402k | 24.63 | |
| Okta Cl A (OKTA) | 0.4 | $9.7M | 105k | 91.70 | |
| Onto Innovation (ONTO) | 0.4 | $9.6M | 74k | 129.22 | |
| Varonis Sys (VRNS) | 0.4 | $9.4M | 164k | 57.47 | |
| Repligen Corporation (RGEN) | 0.4 | $9.3M | 70k | 133.67 | |
| Lenz Therapeutics (LENZ) | 0.4 | $8.9M | 191k | 46.58 | |
| John Bean Technologies Corporation (JBTM) | 0.4 | $8.9M | 63k | 140.45 | |
| Veeco Instruments (VECO) | 0.4 | $8.9M | 292k | 30.43 | |
| Sharkninja Com Shs (SN) | 0.4 | $8.8M | 86k | 103.15 | |
| Klaviyo Com Ser A (KVYO) | 0.4 | $8.6M | 311k | 27.69 | |
| Bridgebio Pharma (BBIO) | 0.3 | $8.4M | 161k | 51.94 | |
| CommVault Systems (CVLT) | 0.3 | $7.9M | 42k | 188.78 | |
| Jfrog Ord Shs (FROG) | 0.3 | $7.8M | 165k | 47.33 | |
| Soleno Therapeutics (SLNO) | 0.3 | $7.4M | 109k | 67.60 | |
| ExlService Holdings (EXLS) | 0.3 | $7.3M | 166k | 44.03 | |
| Vertex Cl A (VERX) | 0.3 | $7.2M | 289k | 24.79 | |
| Alkami Technology (ALKT) | 0.3 | $6.7M | 270k | 24.84 | |
| Kinsale Cap Group (KNSL) | 0.3 | $6.6M | 16k | 425.26 | |
| Acv Auctions Com Cl A (ACVA) | 0.3 | $6.5M | 651k | 9.91 | |
| Arteris (AIP) | 0.3 | $6.3M | 622k | 10.10 | |
| Merus N V (MRUS) | 0.3 | $6.2M | 66k | 94.15 | |
| Arcus Biosciences Incorporated (RCUS) | 0.3 | $6.2M | 456k | 13.60 | |
| Syndax Pharmaceuticals (SNDX) | 0.2 | $6.1M | 396k | 15.38 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $6.1M | 37k | 165.72 | |
| Stoke Therapeutics (STOK) | 0.2 | $6.0M | 254k | 23.50 | |
| Intellia Therapeutics (NTLA) | 0.2 | $5.9M | 343k | 17.27 | |
| Zymeworks Del (ZYME) | 0.2 | $5.9M | 345k | 17.08 | |
| Npk International Com Shs (NPKI) | 0.2 | $5.7M | 500k | 11.31 | |
| Revolution Medicines (RVMD) | 0.2 | $5.5M | 119k | 46.70 | |
| Edgewise Therapeutics (EWTX) | 0.2 | $5.5M | 340k | 16.22 | |
| Adtran Holdings (ADTN) | 0.2 | $5.5M | 583k | 9.38 | |
| Lumentum Hldgs (LITE) | 0.2 | $5.4M | 33k | 162.71 | |
| Apogee Therapeutics (APGE) | 0.2 | $5.3M | 132k | 39.73 | |
| Certara Ord (CERT) | 0.2 | $5.2M | 426k | 12.22 | |
| Powell Industries (POWL) | 0.2 | $5.1M | 17k | 304.81 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $5.0M | 16k | 319.66 | |
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $5.0M | 50k | 100.99 | |
| Immunome (IMNM) | 0.2 | $5.0M | 426k | 11.71 | |
| Viking Therapeutics (VKTX) | 0.2 | $5.0M | 190k | 26.28 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.2 | $5.0M | 348k | 14.24 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $4.8M | 130k | 37.24 | |
| Mayville Engineering (MEC) | 0.2 | $4.8M | 349k | 13.76 | |
| Green Brick Partners (GRBK) | 0.2 | $4.6M | 62k | 73.86 | |
| Anaptysbio Inc Common (ANAB) | 0.2 | $4.5M | 148k | 30.62 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.2 | $4.4M | 25k | 177.14 | |
| Owlet Cl A New (OWLT) | 0.2 | $4.3M | 510k | 8.47 | |
| Immunovant (IMVT) | 0.2 | $4.3M | 266k | 16.12 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $4.2M | 200k | 21.11 | |
| Callaway Golf Company (MODG) | 0.2 | $4.2M | 441k | 9.50 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.2 | $4.2M | 109k | 38.35 | |
| Universal Technical Institute (UTI) | 0.2 | $4.0M | 124k | 32.55 | |
| Confluent Class A Com (CFLT) | 0.2 | $3.8M | 192k | 19.80 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $3.7M | 1.1M | 3.27 | |
| Ciena Corp Com New (CIEN) | 0.1 | $3.6M | 25k | 145.67 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $3.5M | 88k | 40.15 | |
| Natera (NTRA) | 0.1 | $3.3M | 20k | 160.97 | |
| Arlo Technologies (ARLO) | 0.1 | $3.3M | 193k | 16.95 | |
| Cytokinetics Com New (CYTK) | 0.1 | $2.9M | 54k | 54.96 | |
| Xeris Pharmaceuticals (XERS) | 0.1 | $2.9M | 350k | 8.14 | |
| CorVel Corporation (CRVL) | 0.1 | $2.7M | 35k | 77.42 | |
| InterDigital (IDCC) | 0.1 | $2.6M | 7.5k | 345.23 | |
| Irhythm Technologies (IRTC) | 0.1 | $2.6M | 15k | 171.99 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.1 | $2.6M | 24k | 107.74 | |
| Lattice Semiconductor (LSCC) | 0.1 | $2.6M | 35k | 73.32 | |
| Montrose Environmental Group (MEG) | 0.1 | $2.5M | 91k | 27.46 | |
| Celcuity (CELC) | 0.1 | $2.4M | 49k | 49.40 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.1 | $2.4M | 188k | 12.80 | |
| Dave Class A Com New (DAVE) | 0.1 | $2.4M | 12k | 199.35 | |
| Nexxen Intl Shs New (NEXN) | 0.1 | $2.2M | 242k | 9.25 | |
| Netskope Cl A | 0.1 | $2.2M | 97k | 22.73 | |
| Bwx Technologies (BWXT) | 0.1 | $1.9M | 11k | 184.37 | |
| Insmed Com Par $.01 (INSM) | 0.1 | $1.9M | 13k | 144.01 | |
| Weave Communications (WEAV) | 0.1 | $1.8M | 264k | 6.68 | |
| Sweetgreen Com Cl A (SG) | 0.1 | $1.7M | 214k | 7.98 | |
| Beta Bionics (BBNX) | 0.1 | $1.7M | 86k | 19.87 | |
| Optimizerx Corp Com New (OPRX) | 0.1 | $1.5M | 71k | 20.50 | |
| Silicon Laboratories (SLAB) | 0.1 | $1.3M | 9.8k | 131.13 | |
| Tecogen Com New (TGEN) | 0.0 | $990k | 112k | 8.81 | |
| 908 Devices (MASS) | 0.0 | $564k | 64k | 8.76 | |
| Iradimed (IRMD) | 0.0 | $471k | 6.6k | 71.16 | |
| Ceva (CEVA) | 0.0 | $468k | 18k | 26.41 | |
| Suro Capital Corp Com New (SSSS) | 0.0 | $311k | 35k | 9.00 | |
| Chefs Whse (CHEF) | 0.0 | $299k | 5.1k | 58.33 | |
| Brooks Automation (AZTA) | 0.0 | $280k | 9.7k | 28.72 | |
| Harvard Bioscience (HBIO) | 0.0 | $265k | 604k | 0.44 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $104k | 14k | 7.41 |
