Granahan Investment Management as of March 31, 2026
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 149 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carpenter Technology Corporation (CRS) | 4.6 | $94M | 240k | 394.15 | |
| Porch Group (PRCH) | 4.4 | $91M | 13M | 7.17 | |
| Ftai Aviation SHS (FTAI) | 4.0 | $83M | 340k | 245.00 | |
| Modine Manufacturing (MOD) | 4.0 | $82M | 378k | 216.71 | |
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 3.4 | $71M | 1.1M | 65.48 | |
| Indie Semiconductor Class A Com (INDI) | 3.2 | $65M | 20M | 3.22 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 2.9 | $61M | 2.1M | 29.27 | |
| Marex Group Ord (MRX) | 2.6 | $55M | 1.2M | 44.58 | |
| Nextpower Class A Com (NXT) | 2.5 | $51M | 424k | 120.55 | |
| Kura Sushi Usa Cl A Com (KRUS) | 2.1 | $42M | 608k | 69.79 | |
| Onto Innovation (ONTO) | 2.0 | $41M | 199k | 205.07 | |
| Axon Enterprise (AXON) | 1.9 | $39M | 91k | 424.69 | |
| Comfort Systems USA (FIX) | 1.7 | $36M | 26k | 1378.99 | |
| Kornit Digital SHS (KRNT) | 1.6 | $34M | 2.3M | 14.66 | |
| Life Time Group Holdings Common Stock (LTH) | 1.6 | $32M | 1.2M | 26.94 | |
| TTM Technologies (TTMI) | 1.5 | $32M | 327k | 97.42 | |
| Figure Technology Solutio Com Cl A (FIGR) | 1.5 | $32M | 935k | 33.95 | |
| Magnite Ord (MGNI) | 1.5 | $30M | 2.6M | 11.88 | |
| Qxo Com New (QXO) | 1.4 | $29M | 1.5M | 19.42 | |
| Semtech Corporation (SMTC) | 1.4 | $29M | 371k | 76.89 | |
| Cava Group Ord (CAVA) | 1.2 | $25M | 304k | 80.90 | |
| Rambus (RMBS) | 1.2 | $24M | 280k | 86.03 | |
| Sportradar Group Class A Ord Shs (SRAD) | 1.2 | $24M | 1.4M | 16.74 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.2 | $24M | 1.7M | 13.78 | |
| Genius Sports Shares Cl A (GENI) | 1.2 | $24M | 5.4M | 4.43 | |
| Si-bone (SIBN) | 1.1 | $22M | 1.7M | 12.63 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.1 | $22M | 195k | 112.29 | |
| York Space Systems | 1.0 | $22M | 968k | 22.17 | |
| RBC Bearings Incorporated (RBC) | 1.0 | $21M | 39k | 543.12 | |
| Materion Corporation (MTRN) | 1.0 | $21M | 145k | 144.65 | |
| Digital Turbine Com New (APPS) | 1.0 | $21M | 7.1M | 2.88 | |
| Casella Waste Sys Cl A (CWST) | 1.0 | $20M | 250k | 79.34 | |
| Gates Indl Corp Ord Shs (GTES) | 0.8 | $18M | 775k | 22.61 | |
| Global E Online SHS (GLBE) | 0.8 | $17M | 547k | 30.85 | |
| Arlo Technologies (ARLO) | 0.8 | $17M | 1.2M | 14.23 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.8 | $16M | 1.0M | 15.92 | |
| Texas Capital Bancshares (TCBI) | 0.8 | $16M | 171k | 94.88 | |
| Ameresco Cl A (AMRC) | 0.8 | $16M | 630k | 25.50 | |
| Centrus Energy Corp Cl A (LEU) | 0.8 | $16M | 90k | 173.59 | |
| Orthopediatrics Corp. (KIDS) | 0.7 | $14M | 897k | 15.87 | |
| Sterling Construction Company (STRL) | 0.7 | $14M | 34k | 407.27 | |
| Sharkninja Com Shs (SN) | 0.7 | $14M | 132k | 105.90 | |
| Compass Cl A (COMP) | 0.7 | $14M | 1.9M | 7.31 | |
| Biolife Solutions Com New (BLFS) | 0.7 | $14M | 722k | 19.08 | |
| Alignment Healthcare (ALHC) | 0.7 | $14M | 781k | 17.62 | |
| Unusual Machs Com Shs (UMAC) | 0.6 | $13M | 1.0M | 12.40 | |
| Arteris (AIP) | 0.6 | $12M | 713k | 16.44 | |
| First Watch Restaurant Groupco (FWRG) | 0.6 | $11M | 1.1M | 10.48 | |
| Dave Class A Com New (DAVE) | 0.6 | $11M | 66k | 174.09 | |
| Irhythm Technologies (IRTC) | 0.5 | $11M | 96k | 118.02 | |
| Stoke Therapeutics (STOK) | 0.5 | $11M | 336k | 32.56 | |
| Viking Therapeutics (VKTX) | 0.5 | $11M | 332k | 32.54 | |
| Toast Cl A (TOST) | 0.5 | $11M | 399k | 26.51 | |
| Nlight (LASR) | 0.5 | $11M | 185k | 57.02 | |
| Repligen Corporation (RGEN) | 0.5 | $10M | 87k | 117.82 | |
| Healthequity (HQY) | 0.5 | $10M | 122k | 83.57 | |
| Celcuity (CELC) | 0.5 | $10M | 89k | 114.14 | |
| Stepstone Group Com Cl A (STEP) | 0.5 | $10M | 212k | 47.72 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.5 | $10M | 209k | 48.15 | |
| Universal Technical Institute (UTI) | 0.4 | $8.8M | 242k | 36.10 | |
| Chime Finl Com Shs Cl A (CHYM) | 0.4 | $8.4M | 446k | 18.73 | |
| Phreesia (PHR) | 0.4 | $8.3M | 988k | 8.38 | |
| Enovix Corp (ENVX) | 0.4 | $8.2M | 1.6M | 5.18 | |
| John Bean Technologies Corporation (JBTM) | 0.4 | $8.1M | 63k | 127.87 | |
| Scholar Rock Hldg Corp (SRRK) | 0.4 | $7.7M | 156k | 49.16 | |
| Archer Aviation Com Cl A (ACHR) | 0.4 | $7.7M | 1.5M | 5.17 | |
| Bridgebio Pharma (BBIO) | 0.4 | $7.6M | 103k | 74.26 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.4 | $7.6M | 754k | 10.03 | |
| AeroVironment (AVAV) | 0.4 | $7.5M | 41k | 183.05 | |
| Syndax Pharmaceuticals (SNDX) | 0.3 | $7.2M | 306k | 23.36 | |
| Mayville Engineering (MEC) | 0.3 | $7.0M | 388k | 17.95 | |
| Chefs Whse (CHEF) | 0.3 | $6.8M | 115k | 59.45 | |
| Allegro Microsystems Ord (ALGM) | 0.3 | $6.8M | 215k | 31.53 | |
| Rhythm Pharmaceuticals (RYTM) | 0.3 | $6.8M | 78k | 86.97 | |
| Immunome (IMNM) | 0.3 | $6.7M | 307k | 21.87 | |
| Mp Materials Corp Com Cl A (MP) | 0.3 | $6.7M | 139k | 48.26 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.3 | $6.7M | 385k | 17.30 | |
| Veeco Instruments (VECO) | 0.3 | $6.5M | 193k | 33.86 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.3 | $6.5M | 376k | 17.36 | |
| CoStar (CSGP) | 0.3 | $6.5M | 161k | 40.34 | |
| Ethos Technologies Cl A | 0.3 | $6.5M | 581k | 11.17 | |
| Beta Technologies Com Shs Cl A (BETA) | 0.3 | $6.3M | 432k | 14.70 | |
| Edgewise Therapeutics (EWTX) | 0.3 | $6.3M | 201k | 31.50 | |
| Apogee Therapeutics (APGE) | 0.3 | $6.3M | 75k | 84.17 | |
| Zymeworks Del (ZYME) | 0.3 | $6.3M | 251k | 25.04 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.3 | $6.2M | 97k | 64.22 | |
| Jfrog Ord Shs (FROG) | 0.3 | $6.1M | 130k | 46.93 | |
| Owlet Cl A New (OWLT) | 0.3 | $6.1M | 1.2M | 5.14 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $6.1M | 105k | 58.15 | |
| Immunovant (IMVT) | 0.3 | $6.1M | 244k | 24.84 | |
| Cogent Comm Holdings Com New (CCOI) | 0.3 | $6.0M | 317k | 18.84 | |
| Nutanix Cl A (NTNX) | 0.3 | $5.9M | 156k | 38.01 | |
| Callaway Golf Company (CALY) | 0.3 | $5.9M | 423k | 13.88 | |
| Lattice Semiconductor (LSCC) | 0.3 | $5.8M | 63k | 92.76 | |
| RadNet (RDNT) | 0.3 | $5.8M | 104k | 55.89 | |
| Npk International Com Shs (NPKI) | 0.3 | $5.8M | 402k | 14.49 | |
| Kinsale Cap Group (KNSL) | 0.3 | $5.6M | 17k | 341.66 | |
| CECO Environmental (CECO) | 0.3 | $5.5M | 93k | 59.58 | |
| Fabrinet SHS (FN) | 0.3 | $5.4M | 10k | 521.52 | |
| Xeris Pharmaceuticals (XERS) | 0.3 | $5.3M | 922k | 5.80 | |
| Montrose Environmental Group (MEG) | 0.3 | $5.3M | 242k | 21.89 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $5.3M | 56k | 93.87 | |
| Tower Semiconductor Shs New (TSEM) | 0.3 | $5.2M | 30k | 175.48 | |
| Boot Barn Hldgs (BOOT) | 0.3 | $5.2M | 36k | 146.36 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.2 | $4.8M | 24k | 199.65 | |
| Cytokinetics Com New (CYTK) | 0.2 | $4.8M | 73k | 65.91 | |
| Rigetti Computing Common Stock (RGTI) | 0.2 | $4.6M | 327k | 14.04 | |
| Nuvalent Inc-a (NUVL) | 0.2 | $4.4M | 43k | 102.45 | |
| CorVel Corporation (CRVL) | 0.2 | $4.4M | 80k | 54.65 | |
| 908 Devices (MASS) | 0.2 | $4.3M | 695k | 6.12 | |
| Ionq Inc Pipe (IONQ) | 0.2 | $4.2M | 146k | 28.83 | |
| Revolution Medicines (RVMD) | 0.2 | $4.1M | 43k | 97.25 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.2 | $4.1M | 221k | 18.64 | |
| Core Scientific (CORZ) | 0.2 | $4.1M | 273k | 14.96 | |
| Alkami Technology (ALKT) | 0.2 | $4.0M | 253k | 15.67 | |
| Descartes Sys Grp (DSGX) | 0.2 | $4.0M | 55k | 71.56 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $3.9M | 883k | 4.47 | |
| Soleno Therapeutics (SLNO) | 0.2 | $3.8M | 115k | 33.48 | |
| Eyepoint Com New (EYPT) | 0.2 | $3.8M | 297k | 12.89 | |
| Anaptysbio Inc Common (ANAB) | 0.2 | $3.7M | 66k | 55.46 | |
| Rogers Corporation (ROG) | 0.2 | $3.5M | 33k | 107.33 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $3.5M | 8.0k | 434.28 | |
| Cardinal Infrastructure Grou Cl A (CDNL) | 0.2 | $3.3M | 83k | 39.66 | |
| Okta Cl A (OKTA) | 0.2 | $3.2M | 41k | 78.71 | |
| Viavi Solutions Inc equities (VIAV) | 0.2 | $3.2M | 96k | 33.28 | |
| Netskope Cl A (NTSK) | 0.2 | $3.1M | 368k | 8.49 | |
| Bwx Technologies (BWXT) | 0.1 | $3.0M | 15k | 204.49 | |
| Digitalocean Hldgs (DOCN) | 0.1 | $2.9M | 34k | 85.78 | |
| Protagonist Therapeutics (PTGX) | 0.1 | $2.9M | 27k | 105.40 | |
| Agilysys (AGYS) | 0.1 | $2.7M | 38k | 71.14 | |
| Generac Holdings (GNRC) | 0.1 | $2.6M | 13k | 195.33 | |
| Grail (GRAL) | 0.1 | $2.6M | 50k | 51.68 | |
| Beta Bionics (BBNX) | 0.1 | $2.5M | 248k | 10.02 | |
| Neogen Corporation (NEOG) | 0.1 | $2.3M | 250k | 9.29 | |
| Bridgebio Oncology Therapeut Com New (BBOT) | 0.1 | $2.1M | 231k | 8.95 | |
| ExlService Holdings (EXLS) | 0.1 | $1.9M | 63k | 30.45 | |
| Cryoport Com Par $0.001 (CYRX) | 0.1 | $1.9M | 231k | 8.28 | |
| United States Antimony (UAMY) | 0.1 | $1.9M | 218k | 8.73 | |
| Warby Parker Cl A Com (WRBY) | 0.1 | $1.7M | 82k | 21.07 | |
| Electrovaya Com New (ELVA) | 0.1 | $1.6M | 200k | 7.82 | |
| Sweetgreen Com Cl A (SG) | 0.1 | $1.5M | 284k | 5.19 | |
| Red Cat Hldgs (RCAT) | 0.1 | $1.4M | 110k | 13.09 | |
| Brooks Automation (AZTA) | 0.0 | $866k | 41k | 21.13 | |
| Ceva (CEVA) | 0.0 | $565k | 30k | 18.68 | |
| Iradimed (IRMD) | 0.0 | $472k | 4.9k | 96.26 | |
| Transcat (TRNS) | 0.0 | $436k | 5.9k | 73.45 | |
| Adtran Holdings (ADTN) | 0.0 | $387k | 31k | 12.58 | |
| Suro Capital Corp Com New (SSSS) | 0.0 | $231k | 22k | 10.71 | |
| Tecogen Com New (TGEN) | 0.0 | $227k | 89k | 2.56 |
