Granahan Investment Management

Granahan Investment Management as of Dec. 31, 2025

Portfolio Holdings for Granahan Investment Management

Granahan Investment Management holds 157 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Porch Group (PRCH) 4.5 $106M 12M 9.13
Genius Sports Shares Cl A (GENI) 3.7 $87M 7.9M 11.02
Carpenter Technology Corporation (CRS) 3.6 $84M 267k 314.84
Ftai Aviation SHS (FTAI) 2.9 $68M 347k 196.85
Victory Cap Hldgs Com Cl A (VCTR) 2.9 $68M 1.1M 63.09
Oddity Tech Shs Cl A (ODD) 2.6 $61M 1.5M 40.18
Indie Semiconductor Class A Com (INDI) 2.6 $61M 17M 3.53
Cellebrite Di Ordinary Shares (CLBT) 2.4 $55M 3.1M 18.03
Zeta Global Holdings Corp Cl A (ZETA) 2.3 $53M 2.6M 20.35
Marex Group Ord (MRX) 2.3 $53M 1.4M 38.36
Magnite Ord (MGNI) 2.2 $51M 3.1M 16.23
Global E Online SHS (GLBE) 2.0 $47M 1.2M 39.31
Life Time Group Holdings Common Stock (LTH) 1.9 $44M 1.7M 26.58
Modine Manufacturing (MOD) 1.9 $44M 327k 133.51
Axon Enterprise (AXON) 1.8 $43M 76k 567.93
Kura Sushi Usa Cl A Com (KRUS) 1.8 $41M 787k 52.33
Phreesia (PHR) 1.7 $41M 2.4M 16.92
Sportradar Group Class A Ord Shs (SRAD) 1.7 $40M 1.7M 23.77
Kornit Digital SHS (KRNT) 1.6 $37M 2.6M 14.38
Toast Cl A (TOST) 1.6 $37M 1.0M 35.51
Nextpower Class A Com (NXT) 1.4 $34M 385k 87.11
Compass Cl A (COMP) 1.4 $33M 3.1M 10.57
Digital Turbine Com New (APPS) 1.4 $32M 6.3M 5.00
Onto Innovation (ONTO) 1.3 $31M 197k 157.86
Semtech Corporation (SMTC) 1.3 $31M 418k 73.69
Figure Technology Solutio Com Cl A (FIGR) 1.2 $27M 666k 40.84
Casella Waste Sys Cl A (CWST) 1.1 $25M 258k 97.94
Ameresco Cl A (AMRC) 1.1 $25M 848k 29.29
Rambus (RMBS) 1.0 $24M 266k 91.89
Comfort Systems USA (FIX) 1.0 $24M 26k 933.29
First Watch Restaurant Groupco (FWRG) 0.9 $22M 1.5M 15.08
RBC Bearings Incorporated (RBC) 0.9 $22M 49k 448.43
Silicon Motion Technology Sponsored Adr (SIMO) 0.9 $21M 229k 92.70
Klaviyo Com Ser A (KVYO) 0.8 $20M 605k 32.47
Wealthfront Corp (WLTH) 0.8 $19M 1.4M 13.59
Stepstone Group Com Cl A (STEP) 0.8 $19M 289k 64.17
Centrus Energy Corp Cl A (LEU) 0.8 $18M 75k 242.76
Sterling Construction Company (STRL) 0.8 $18M 59k 306.23
Gates Indl Corp Ord Shs (GTES) 0.8 $18M 835k 21.47
Si-bone (SIBN) 0.7 $17M 880k 19.72
Materion Corporation (MTRN) 0.7 $17M 138k 124.32
TTM Technologies (TTMI) 0.7 $17M 247k 69.00
Texas Capital Bancshares (TCBI) 0.7 $16M 178k 90.54
Qxo Com New (QXO) 0.7 $15M 800k 19.29
Hubspot (HUBS) 0.7 $15M 38k 401.30
Alignment Healthcare (ALHC) 0.6 $15M 750k 19.75
Unusual Machs Com Shs (UMAC) 0.6 $15M 1.2M 12.74
Enovix Corp (ENVX) 0.6 $14M 2.0M 7.31
Cava Group Ord (CAVA) 0.6 $14M 231k 58.69
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.6 $13M 92k 143.89
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.6 $13M 316k 41.25
Archer Aviation Com Cl A (ACHR) 0.6 $13M 1.7M 7.52
Sharkninja Com Shs (SN) 0.5 $13M 113k 111.90
Beta Technologies Com Shs Cl A (BETA) 0.5 $12M 438k 28.21
Repligen Corporation (RGEN) 0.5 $12M 72k 163.86
Orthopediatrics Corp. (KIDS) 0.5 $12M 664k 17.76
Biolife Solutions Com New (BLFS) 0.5 $12M 482k 24.18
Universal Technical Institute (UTI) 0.5 $12M 439k 26.13
Owlet Cl A New (OWLT) 0.5 $11M 687k 16.19
Transcat (TRNS) 0.5 $11M 192k 56.73
Lumentum Hldgs (LITE) 0.4 $11M 29k 368.59
Sunopta (STKL) 0.4 $10M 2.7M 3.80
Xeris Pharmaceuticals (XERS) 0.4 $9.6M 1.2M 7.85
Jfrog Ord Shs (FROG) 0.4 $9.4M 151k 62.46
John Bean Technologies Corporation (JBTM) 0.4 $9.3M 62k 150.67
Immunome (IMNM) 0.4 $9.3M 435k 21.48
Celcuity (CELC) 0.4 $8.7M 87k 99.74
Healthequity (HQY) 0.4 $8.3M 91k 91.61
Viking Therapeutics (VKTX) 0.4 $8.3M 236k 35.18
Revolution Medicines (RVMD) 0.3 $7.9M 99k 79.65
Nutanix Cl A (NTNX) 0.3 $7.9M 152k 51.69
Bridgebio Pharma (BBIO) 0.3 $7.8M 102k 76.49
Syndax Pharmaceuticals (SNDX) 0.3 $7.7M 367k 21.01
Kinsale Cap Group (KNSL) 0.3 $7.7M 20k 391.12
Apogee Therapeutics (APGE) 0.3 $7.1M 95k 75.48
Lightpath Technologies Com Cl A (LPTH) 0.3 $7.1M 656k 10.80
Boot Barn Hldgs (BOOT) 0.3 $7.0M 40k 176.47
Npk International Com Shs (NPKI) 0.3 $6.9M 580k 11.92
Vital Farms (VITL) 0.3 $6.9M 217k 31.94
Lenz Therapeutics (LENZ) 0.3 $6.9M 431k 16.00
Brooks Automation (AZTA) 0.3 $6.8M 205k 33.26
Scholar Rock Hldg Corp (SRRK) 0.3 $6.8M 154k 44.05
Eyepoint Com New (EYPT) 0.3 $6.7M 367k 18.27
Tower Semiconductor Shs New (TSEM) 0.3 $6.7M 57k 117.42
CECO Environmental (CECO) 0.3 $6.5M 109k 59.85
Mp Materials Corp Com Cl A (MP) 0.3 $6.5M 128k 50.52
Veeco Instruments (VECO) 0.3 $6.4M 223k 28.58
Soleno Therapeutics (SLNO) 0.3 $6.4M 138k 46.30
CoStar (CSGP) 0.3 $6.2M 92k 67.24
Alkami Technology (ALKT) 0.3 $6.1M 265k 23.07
Anaptysbio Inc Common (ANAB) 0.3 $6.1M 126k 48.48
Stoke Therapeutics (STOK) 0.3 $6.1M 191k 31.74
Zymeworks Del (ZYME) 0.3 $5.9M 224k 26.33
Immunovant (IMVT) 0.3 $5.9M 230k 25.42
EXACT Sciences Corporation 0.2 $5.8M 57k 101.56
Edgewise Therapeutics (EWTX) 0.2 $5.8M 232k 24.82
Rhythm Pharmaceuticals (RYTM) 0.2 $5.7M 54k 107.04
Willscot Hldgs Corp Com Cl A (WSC) 0.2 $5.6M 298k 18.83
CommVault Systems (CVLT) 0.2 $5.6M 45k 125.36
Elf Beauty (ELF) 0.2 $5.6M 73k 76.04
Fabrinet SHS (FN) 0.2 $5.4M 12k 455.28
Cytokinetics Com New (CYTK) 0.2 $5.2M 82k 63.54
Core Scientific (CORZ) 0.2 $5.1M 351k 14.56
Bel Fuse CL B (BELFB) 0.2 $5.1M 30k 169.63
Agilysys (AGYS) 0.2 $5.0M 42k 118.84
Mayville Engineering (MEC) 0.2 $5.0M 268k 18.72
Lindblad Expeditions Hldgs I (LIND) 0.2 $5.0M 346k 14.42
Montrose Environmental Group (MEG) 0.2 $4.9M 199k 24.83
Ligand Pharmaceuticals Com New (LGND) 0.2 $4.9M 26k 189.07
Rigetti Computing Common Stock (RGTI) 0.2 $4.9M 221k 22.15
Ionq Inc Pipe (IONQ) 0.2 $4.8M 107k 44.87
Arlo Technologies (ARLO) 0.2 $4.7M 338k 13.99
Cogent Communications Hldgs Com New (CCOI) 0.2 $4.7M 217k 21.56
NOVA MEASURING Instruments L (NVMI) 0.2 $4.5M 14k 328.39
Lattice Semiconductor (LSCC) 0.2 $4.4M 59k 73.58
Grail (GRAL) 0.2 $4.3M 51k 85.59
Chefs Whse (CHEF) 0.2 $4.3M 69k 62.33
Okta Cl A (OKTA) 0.2 $4.3M 49k 86.47
Silicon Laboratories (SLAB) 0.2 $4.2M 32k 130.70
Xenon Pharmaceuticals (XENE) 0.2 $4.2M 93k 44.82
Certara Ord (CERT) 0.2 $4.1M 461k 8.81
Arcus Biosciences Incorporated (RCUS) 0.2 $4.0M 170k 23.83
Nuvalent Inc-a (NUVL) 0.2 $4.0M 40k 100.59
Genedx Holdings Corp Com Cl A (WGS) 0.2 $4.0M 31k 130.06
CorVel Corporation (CRVL) 0.2 $4.0M 59k 67.67
Taysha Gene Therapies Com Shs (TSHA) 0.2 $3.9M 704k 5.50
Beta Bionics (BBNX) 0.2 $3.7M 121k 30.47
Arteris (AIP) 0.2 $3.7M 237k 15.50
Netskope Cl A (NTSK) 0.2 $3.6M 203k 17.54
Shoals Technologies Group In Cl A (SHLS) 0.1 $3.1M 364k 8.50
Vertex Cl A (VERX) 0.1 $3.0M 150k 19.97
Bwx Technologies (BWXT) 0.1 $3.0M 17k 172.84
Descartes Sys Grp (DSGX) 0.1 $2.9M 33k 87.66
Chime Finl Com Shs Cl A (CHYM) 0.1 $2.9M 116k 25.17
Varonis Sys (VRNS) 0.1 $2.8M 84k 32.80
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.1 $2.6M 198k 13.18
Irhythm Technologies (IRTC) 0.1 $2.6M 14k 177.44
SPS Commerce (SPSC) 0.1 $2.5M 28k 89.13
Redwire Corporation (RDW) 0.1 $2.4M 317k 7.60
United States Antimony (UAMY) 0.1 $2.4M 479k 5.02
Allegro Microsystems Ord (ALGM) 0.1 $2.4M 90k 26.38
Weave Communications (WEAV) 0.1 $2.1M 281k 7.59
Talkspace (TALK) 0.1 $2.1M 582k 3.63
ExlService Holdings (EXLS) 0.1 $2.0M 48k 42.44
Electrovaya Com New (ELVA) 0.1 $1.5M 195k 7.90
Optimizerx Corp Com New (OPRX) 0.1 $1.4M 117k 12.26
Red Cat Hldgs (RCAT) 0.0 $1.1M 133k 7.93
Tecogen Com New (TGEN) 0.0 $878k 178k 4.94
Amprius Technologies Common Stock (AMPX) 0.0 $508k 64k 7.89
908 Devices (MASS) 0.0 $479k 91k 5.25
Adtran Holdings (ADTN) 0.0 $477k 55k 8.69
Iradimed (IRMD) 0.0 $476k 4.9k 97.28
Ceva (CEVA) 0.0 $436k 20k 21.52
Dave Class A Com New (DAVE) 0.0 $423k 1.9k 221.41
Cryoport Com Par $0.001 (CYRX) 0.0 $386k 40k 9.60
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $364k 1.1k 323.01
Suro Capital Corp Com New (SSSS) 0.0 $203k 22k 9.44