Granahan Investment Management as of June 30, 2026
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 150 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Porch Group (PRCH) | 6.6 | $186M | 12M | 15.04 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 5.3 | $149M | 446k | 333.33 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 3.6 | $101M | 1.8M | 55.86 | |
| Indie Semiconductor Class A Com (INDI) | 3.1 | $87M | 19M | 4.49 | |
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 3.0 | $85M | 1.0M | 84.06 | |
| Ftai Aviation SHS (FTAI) | 2.8 | $80M | 294k | 270.53 | |
| Marex Group Ord (MRX) | 2.7 | $76M | 1.3M | 60.95 | |
| Modine Manufacturing (MOD) | 2.5 | $70M | 264k | 267.02 | |
| Carpenter Technology Corporation (CRS) | 2.1 | $60M | 97k | 616.84 | |
| Nextpower Class A Com (NXT) | 2.1 | $59M | 496k | 119.14 | |
| Magnite Ord (MGNI) | 2.1 | $59M | 3.1M | 18.98 | |
| Axon Enterprise (AXON) | 1.9 | $54M | 97k | 560.61 | |
| Onto Innovation (ONTO) | 1.9 | $54M | 142k | 378.45 | |
| TTM Technologies (TTMI) | 1.8 | $50M | 269k | 187.02 | |
| Ligand Pharmaceuticals Com New (LGND) | 1.7 | $47M | 147k | 316.09 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.6 | $46M | 802k | 57.56 | |
| Repligen Corporation (RGEN) | 1.6 | $45M | 332k | 136.44 | |
| Digital Turbine Com New (APPS) | 1.6 | $45M | 3.5M | 12.90 | |
| Life Time Group Holdings Common Stock (LTH) | 1.6 | $44M | 1.1M | 40.84 | |
| Genius Sports Shares Cl A (GENI) | 1.5 | $43M | 7.0M | 6.06 | |
| Casella Waste Sys Cl A (CWST) | 1.5 | $42M | 436k | 96.97 | |
| Qxo Com New (QXO) | 1.4 | $40M | 2.3M | 17.28 | |
| Generac Holdings (GNRC) | 1.3 | $36M | 123k | 292.81 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.2 | $35M | 1.8M | 19.68 | |
| Kornit Digital SHS (KRNT) | 1.2 | $34M | 2.1M | 16.25 | |
| Twist Bioscience Corp (TWST) | 1.2 | $32M | 315k | 102.88 | |
| Dave Class A Com New (DAVE) | 1.1 | $32M | 85k | 372.59 | |
| Si-bone (SIBN) | 1.1 | $32M | 1.9M | 16.32 | |
| Jfrog Ord Shs (FROG) | 1.0 | $27M | 300k | 90.88 | |
| Figure Technology Solutio Com Cl A (FIGR) | 0.9 | $26M | 842k | 30.71 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.9 | $24M | 1.7M | 14.60 | |
| Gates Indl Corp Ord Shs (GTES) | 0.8 | $24M | 843k | 27.97 | |
| Global E Online SHS (GLBE) | 0.8 | $22M | 633k | 34.73 | |
| Grail (GRAL) | 0.8 | $22M | 321k | 68.27 | |
| RBC Bearings Incorporated (RBC) | 0.8 | $22M | 34k | 644.06 | |
| Cava Group Ord (CAVA) | 0.7 | $21M | 265k | 78.48 | |
| Orthopediatrics Corp. (KIDS) | 0.7 | $21M | 1.1M | 19.13 | |
| Materion Corporation (MTRN) | 0.7 | $21M | 70k | 297.39 | |
| Descartes Sys Grp (DSGX) | 0.7 | $21M | 297k | 69.24 | |
| Quantinuum Cl A Com | 0.7 | $19M | 234k | 81.74 | |
| Toast Cl A (TOST) | 0.7 | $19M | 686k | 27.82 | |
| Texas Capital Bancshares (TCBI) | 0.7 | $19M | 184k | 103.26 | |
| Sharkninja Com Shs (SN) | 0.7 | $19M | 124k | 152.27 | |
| Celcuity (CELC) | 0.7 | $19M | 179k | 104.62 | |
| Unusual Machs Com Shs (UMAC) | 0.7 | $19M | 829k | 22.30 | |
| First Watch Restaurant Groupco (FWRG) | 0.6 | $18M | 1.4M | 12.89 | |
| Nutanix Cl A (NTNX) | 0.6 | $17M | 337k | 50.96 | |
| Nlight (LASR) | 0.6 | $17M | 237k | 69.62 | |
| Veeco Instruments (VECO) | 0.6 | $16M | 205k | 75.80 | |
| Stoke Therapeutics (STOK) | 0.5 | $15M | 462k | 32.72 | |
| Biolife Solutions Com New (BLFS) | 0.5 | $15M | 521k | 28.24 | |
| AeroVironment (AVAV) | 0.5 | $14M | 87k | 165.07 | |
| Arlo Technologies (ARLO) | 0.5 | $14M | 1.0M | 13.48 | |
| Allegro Microsystems Ord (ALGM) | 0.5 | $13M | 186k | 69.62 | |
| Mayville Engineering (MEC) | 0.4 | $12M | 324k | 37.46 | |
| Chime Finl Com Shs Cl A (CHYM) | 0.4 | $12M | 583k | 20.48 | |
| York Space Systems (YSS) | 0.4 | $12M | 468k | 24.62 | |
| Alkami Technology (ALKT) | 0.4 | $11M | 628k | 18.12 | |
| Arxis Cl A Com | 0.4 | $11M | 241k | 46.14 | |
| Digitalocean Hldgs (DOCN) | 0.4 | $11M | 70k | 157.03 | |
| RadNet (RDNT) | 0.4 | $11M | 172k | 61.67 | |
| John Bean Technologies Corporation (JBTM) | 0.4 | $11M | 72k | 145.00 | |
| Irhythm Technologies (IRTC) | 0.4 | $10M | 84k | 118.95 | |
| Agilysys (AGYS) | 0.4 | $9.9M | 95k | 104.50 | |
| Syndax Pharmaceuticals (SNDX) | 0.3 | $9.8M | 447k | 21.86 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.3 | $9.7M | 152k | 63.95 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.3 | $9.7M | 336k | 28.86 | |
| Okta Cl A (OKTA) | 0.3 | $9.3M | 68k | 136.45 | |
| Rhythm Pharmaceuticals (RYTM) | 0.3 | $9.2M | 83k | 111.03 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.3 | $9.2M | 563k | 16.35 | |
| Owlet Cl A New (OWLT) | 0.3 | $9.2M | 1.6M | 5.74 | |
| Scholar Rock Hldg Corp (SRRK) | 0.3 | $9.0M | 164k | 55.00 | |
| Chefs Whse (CHEF) | 0.3 | $9.0M | 93k | 96.10 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.3 | $8.9M | 1.3M | 6.81 | |
| Lattice Semiconductor (LSCC) | 0.3 | $8.8M | 58k | 152.96 | |
| Rambus (RMBS) | 0.3 | $8.8M | 66k | 132.74 | |
| Healthequity (HQY) | 0.3 | $8.8M | 97k | 90.32 | |
| Zymeworks Del (ZYME) | 0.3 | $8.8M | 336k | 26.14 | |
| CECO Environmental (CECO) | 0.3 | $8.6M | 95k | 90.74 | |
| Alignment Healthcare (ALHC) | 0.3 | $8.5M | 355k | 23.81 | |
| Mp Materials Corp Com Cl A (MP) | 0.3 | $8.3M | 149k | 56.01 | |
| Immunome (IMNM) | 0.3 | $8.0M | 379k | 21.19 | |
| Immunovant (IMVT) | 0.3 | $8.0M | 206k | 38.53 | |
| Edgewise Therapeutics (EWTX) | 0.3 | $7.9M | 194k | 40.63 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $7.8M | 129k | 60.36 | |
| Arteris (AIP) | 0.3 | $7.8M | 160k | 48.59 | |
| Rigetti Computing Common Stock (RGTI) | 0.3 | $7.6M | 395k | 19.32 | |
| Dyne Therapeutics (DYN) | 0.3 | $7.5M | 339k | 22.21 | |
| Anterix Inc. Atex (ATEX) | 0.3 | $7.4M | 72k | 102.94 | |
| Bridgebio Pharma (BBIO) | 0.3 | $7.4M | 99k | 74.48 | |
| Spyre Therapeutics Com New (SYRE) | 0.3 | $7.4M | 83k | 88.78 | |
| Guidewire Software (GWRE) | 0.3 | $7.2M | 59k | 123.05 | |
| Karman Hldgs Common Stock (KRMN) | 0.3 | $7.2M | 145k | 49.92 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.3 | $7.2M | 1.2M | 5.80 | |
| Iradimed (IRMD) | 0.3 | $7.2M | 75k | 95.56 | |
| Xeris Pharmaceuticals (XERS) | 0.3 | $7.1M | 899k | 7.92 | |
| Beta Technologies Com Shs Cl A (BETA) | 0.3 | $7.1M | 423k | 16.75 | |
| Netskope Cl A (NTSK) | 0.2 | $6.6M | 607k | 10.94 | |
| CorVel Corporation (CRVL) | 0.2 | $6.6M | 106k | 62.52 | |
| Callaway Golf Company (CALY) | 0.2 | $6.4M | 342k | 18.79 | |
| Shift4 Pmts Cl A (FOUR) | 0.2 | $6.4M | 132k | 48.64 | |
| Cryoport Com Par $0.001 (CYRX) | 0.2 | $6.3M | 404k | 15.70 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.2 | $6.1M | 314k | 19.47 | |
| Protagonist Therapeutics (PTGX) | 0.2 | $6.1M | 50k | 122.58 | |
| 908 Devices (MASS) | 0.2 | $6.0M | 692k | 8.70 | |
| Green Brick Partners (GRBK) | 0.2 | $6.0M | 75k | 80.04 | |
| Kinsale Cap Group (KNSL) | 0.2 | $5.9M | 18k | 329.81 | |
| Mamamancini's Holdings (MAMA) | 0.2 | $5.9M | 330k | 17.85 | |
| Viking Therapeutics (VKTX) | 0.2 | $5.8M | 148k | 39.01 | |
| Advanced Energy Industries (AEIS) | 0.2 | $5.7M | 15k | 372.87 | |
| Core Scientific (CORZ) | 0.2 | $5.3M | 209k | 25.59 | |
| Montrose Environmental Group (ONT) | 0.2 | $5.2M | 260k | 20.21 | |
| Anaptysbio Inc Common (ANAB) | 0.2 | $5.1M | 76k | 67.50 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $4.9M | 9.1k | 542.94 | |
| Sweetgreen Com Cl A (SG) | 0.2 | $4.9M | 560k | 8.81 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.2 | $4.9M | 174k | 28.24 | |
| Oruka Therapeutics (ORKA) | 0.2 | $4.9M | 51k | 95.17 | |
| First Tracks Biotherapeutics Ord Shs (TRAX) | 0.2 | $4.8M | 238k | 20.12 | |
| Beta Bionics (BBNX) | 0.2 | $4.7M | 300k | 15.67 | |
| Cardinal Infrastructure Grou Cl A (CDNL) | 0.2 | $4.5M | 48k | 94.20 | |
| ExlService Holdings (EXLS) | 0.2 | $4.5M | 174k | 25.86 | |
| Apogee Therapeutics (APGE) | 0.2 | $4.5M | 34k | 132.73 | |
| Bridgebio Oncology Therapeut Com New (BBOT) | 0.2 | $4.3M | 559k | 7.62 | |
| Cogent Comm Holdings Com New (CCOI) | 0.1 | $4.2M | 303k | 13.88 | |
| Freshpet (FRPT) | 0.1 | $3.7M | 63k | 59.12 | |
| Bwx Technologies (BWXT) | 0.1 | $3.7M | 19k | 194.65 | |
| Npk International Com Shs (NPKI) | 0.1 | $3.5M | 221k | 15.91 | |
| Cytokinetics Com New (CYTK) | 0.1 | $3.4M | 40k | 85.19 | |
| Silicom Ord (SILC) | 0.1 | $3.3M | 69k | 47.94 | |
| Viavi Solutions Inc equities (VIAV) | 0.1 | $3.1M | 66k | 47.75 | |
| Lumexa Imaging Holdings (LMRI) | 0.1 | $3.0M | 263k | 11.28 | |
| Spire Global Com Cl A New (SPIR) | 0.1 | $3.0M | 159k | 18.60 | |
| Rogers Corporation (ROG) | 0.1 | $2.8M | 17k | 163.73 | |
| Strata Critical Medical Cl A Com (SRTA) | 0.1 | $2.7M | 503k | 5.27 | |
| Warby Parker Cl A Com (WRBY) | 0.1 | $2.7M | 87k | 30.34 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $2.6M | 54k | 49.24 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $2.2M | 13k | 164.27 | |
| Eyepoint Com New (EYPT) | 0.1 | $2.1M | 149k | 14.30 | |
| Trivago N V Spon Ads A Shs N (TRVG) | 0.1 | $2.0M | 363k | 5.47 | |
| United States Antimony (UAMY) | 0.1 | $1.7M | 230k | 7.26 | |
| Centrus Energy Corp Cl A (LEU) | 0.1 | $1.5M | 8.9k | 167.87 | |
| Archer Aviation Com Cl A (ACHR) | 0.0 | $1.1M | 226k | 4.73 | |
| Transcat (TRNS) | 0.0 | $693k | 7.5k | 92.77 | |
| Ameresco Cl A (AMRC) | 0.0 | $652k | 24k | 27.60 | |
| Adtran Holdings (ADTN) | 0.0 | $622k | 45k | 13.90 | |
| Electrovaya Com New (ELVA) | 0.0 | $496k | 47k | 10.50 | |
| Enovix Corp (ENVX) | 0.0 | $485k | 80k | 6.07 | |
| Universal Technical Institute (UTI) | 0.0 | $373k | 8.7k | 42.77 | |
| Ceva (CEVA) | 0.0 | $329k | 7.0k | 47.16 | |
| Suro Capital Corp Com New | 0.0 | $270k | 22k | 12.54 |
