Granahan Investment Management as of Dec. 31, 2019
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 181 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| LivePerson (LPSN) | 4.3 | $94M | 2.5M | 37.00 | |
| CoStar (CSGP) | 4.2 | $90M | 151k | 598.30 | |
| Chegg (CHGG) | 4.0 | $88M | 2.3M | 37.91 | |
| Paylocity Holding Corporation (PCTY) | 3.4 | $73M | 603k | 120.82 | |
| eHealth (EHTH) | 3.3 | $71M | 740k | 96.08 | |
| Paycom Software (PAYC) | 2.9 | $62M | 235k | 264.76 | |
| Virtusa Corporation | 2.8 | $60M | 1.3M | 45.33 | |
| SPS Commerce (SPSC) | 2.6 | $57M | 1.0M | 55.42 | |
| 4068594 Enphase Energy (ENPH) | 2.6 | $56M | 2.1M | 26.13 | |
| Axon Enterprise (AXON) | 2.3 | $50M | 681k | 73.28 | |
| OSI Systems (OSIS) | 2.2 | $47M | 467k | 100.74 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 2.1 | $46M | 2.7M | 16.84 | |
| Etsy (ETSY) | 2.1 | $45M | 1.0M | 44.30 | |
| Kornit Digital (KRNT) | 1.9 | $42M | 1.2M | 34.23 | |
| Brooks Automation (AZTA) | 1.9 | $41M | 980k | 41.96 | |
| Healthequity (HQY) | 1.8 | $38M | 513k | 74.07 | |
| Cornerstone Ondemand | 1.6 | $35M | 605k | 58.55 | |
| Strategic Education (STRA) | 1.6 | $34M | 215k | 158.90 | |
| NeoGenomics (NEO) | 1.3 | $29M | 981k | 29.25 | |
| Globant S A (GLOB) | 1.3 | $28M | 265k | 106.05 | |
| Coupa Software | 1.3 | $28M | 191k | 146.25 | |
| EXACT Sciences Corporation (EXAS) | 1.2 | $26M | 283k | 92.48 | |
| Argenx Se (ARGX) | 1.1 | $24M | 150k | 160.52 | |
| Medicines Company | 1.1 | $23M | 276k | 84.94 | |
| Teladoc (TDOC) | 1.1 | $23M | 275k | 83.72 | |
| Repligen Corporation (RGEN) | 1.0 | $22M | 242k | 92.50 | |
| Douglas Dynamics (PLOW) | 1.0 | $22M | 393k | 55.00 | |
| Sprout Social Cl A Ord (SPT) | 1.0 | $22M | 1.4M | 16.05 | |
| Dmc Global (BOOM) | 1.0 | $21M | 477k | 44.94 | |
| CONMED Corporation (CNMD) | 1.0 | $21M | 191k | 111.83 | |
| Columbus McKinnon (CMCO) | 1.0 | $21M | 526k | 40.03 | |
| Pluralsight Inc Cl A | 1.0 | $21M | 1.2M | 17.21 | |
| Mimecast | 0.8 | $19M | 427k | 43.38 | |
| RBC Bearings Incorporated (RBC) | 0.8 | $18M | 115k | 158.34 | |
| Ensign (ENSG) | 0.8 | $17M | 372k | 45.37 | |
| Esperion Therapeutics (ESPR) | 0.8 | $17M | 285k | 59.63 | |
| Victory Cap Hldgs (VCTR) | 0.7 | $15M | 735k | 20.97 | |
| Luxfer Holdings (LXFR) | 0.7 | $15M | 816k | 18.51 | |
| Lawson Products (DSGR) | 0.7 | $15M | 286k | 52.10 | |
| Rush Enterprises (RUSHA) | 0.7 | $15M | 319k | 46.50 | |
| Limelight Networks | 0.7 | $15M | 3.6M | 4.08 | |
| Zscaler Incorporated (ZS) | 0.7 | $15M | 314k | 46.50 | |
| Cardiovascular Systems | 0.6 | $14M | 286k | 48.59 | |
| Insmed (INSM) | 0.6 | $14M | 584k | 23.88 | |
| Shotspotter (SSTI) | 0.6 | $14M | 547k | 25.50 | |
| Oxford Immunotec Global | 0.6 | $14M | 815k | 16.60 | |
| John Bean Technologies Corporation | 0.6 | $13M | 111k | 112.66 | |
| Titan Machinery (TITN) | 0.6 | $12M | 825k | 14.78 | |
| Chart Industries (GTLS) | 0.6 | $12M | 182k | 67.49 | |
| 2u | 0.6 | $12M | 509k | 23.99 | |
| Materion Corporation (MTRN) | 0.6 | $12M | 201k | 59.45 | |
| Hubspot (HUBS) | 0.5 | $12M | 74k | 158.50 | |
| Evolent Health (EVH) | 0.5 | $12M | 1.3M | 9.05 | |
| Motorcar Parts of America (MPAA) | 0.5 | $12M | 527k | 22.03 | |
| Upland Software (UPLD) | 0.5 | $12M | 324k | 35.71 | |
| PROS Holdings (PRO) | 0.5 | $11M | 187k | 59.92 | |
| Acceleron Pharma | 0.5 | $11M | 211k | 53.02 | |
| Gentherm (THRM) | 0.5 | $11M | 243k | 44.39 | |
| Casella Waste Systems (CWST) | 0.5 | $11M | 233k | 46.03 | |
| Veracyte (VCYT) | 0.5 | $11M | 382k | 27.92 | |
| Q2 Holdings (QTWO) | 0.5 | $11M | 130k | 81.08 | |
| Lovesac Company (LOVE) | 0.5 | $11M | 654k | 16.05 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.5 | $10M | 619k | 16.46 | |
| Grand Canyon Education (LOPE) | 0.5 | $9.8M | 103k | 95.79 | |
| MarineMax (HZO) | 0.5 | $9.8M | 587k | 16.69 | |
| Rapid7 (RPD) | 0.4 | $9.7M | 172k | 56.02 | |
| Onto Innovation (ONTO) | 0.4 | $9.6M | 263k | 36.54 | |
| Immunomedics | 0.4 | $9.1M | 431k | 21.16 | |
| Enanta Pharmaceuticals (ENTA) | 0.4 | $9.2M | 149k | 61.78 | |
| Rubicon Proj | 0.4 | $9.1M | 1.1M | 8.16 | |
| Power Integrations (POWI) | 0.4 | $8.6M | 87k | 98.91 | |
| Newmark Group (NMRK) | 0.4 | $8.2M | 610k | 13.46 | |
| Dycom Industries (DY) | 0.4 | $8.1M | 171k | 47.15 | |
| Adesto Technologies | 0.4 | $8.0M | 944k | 8.50 | |
| Pacira Pharmaceuticals (PCRX) | 0.3 | $7.7M | 169k | 45.30 | |
| Albany International (AIN) | 0.3 | $7.2M | 95k | 75.92 | |
| Euronet Worldwide (EEFT) | 0.3 | $7.2M | 46k | 157.57 | |
| Sientra | 0.3 | $6.8M | 760k | 8.94 | |
| Cloudera | 0.3 | $6.7M | 574k | 11.63 | |
| Kindred Biosciences | 0.3 | $6.5M | 764k | 8.48 | |
| Intercept Pharmaceuticals In | 0.3 | $6.2M | 50k | 123.92 | |
| Pure Storage Inc - Class A (PSTG) | 0.3 | $6.2M | 364k | 17.11 | |
| Pennant Group (PNTG) | 0.3 | $6.2M | 186k | 33.07 | |
| Aerie Pharmaceuticals | 0.3 | $6.0M | 247k | 24.17 | |
| Innovative Industria A (IIPR) | 0.3 | $5.8M | 77k | 75.87 | |
| Harvard Bioscience (HBIO) | 0.3 | $5.7M | 1.9M | 3.05 | |
| Ring Energy (REI) | 0.2 | $5.2M | 2.0M | 2.64 | |
| Invacare Corporation | 0.2 | $5.0M | 552k | 9.02 | |
| Vonage Holdings | 0.2 | $5.1M | 686k | 7.41 | |
| Vericel (VCEL) | 0.2 | $5.0M | 286k | 17.40 | |
| Kinsale Cap Group (KNSL) | 0.2 | $5.0M | 49k | 101.65 | |
| Perficient (PRFT) | 0.2 | $4.9M | 106k | 46.07 | |
| West Pharmaceutical Services (WST) | 0.2 | $4.9M | 33k | 150.34 | |
| Digital Turbine (APPS) | 0.2 | $4.8M | 669k | 7.13 | |
| Qts Realty Trust | 0.2 | $4.5M | 84k | 54.27 | |
| Biolife Solutions (BLFS) | 0.2 | $4.5M | 278k | 16.18 | |
| Aquaventure Holdings | 0.2 | $4.7M | 172k | 27.12 | |
| Propetro Hldg (PUMP) | 0.2 | $4.5M | 402k | 11.25 | |
| Orthopediatrics Corp. (KIDS) | 0.2 | $4.3M | 91k | 46.99 | |
| Gray Television (GTN) | 0.2 | $4.1M | 193k | 21.44 | |
| Ceva (CEVA) | 0.2 | $4.1M | 152k | 26.96 | |
| Autolus Therapeutics Plc spon ads (AUTL) | 0.2 | $4.0M | 305k | 13.20 | |
| Radware Ltd ord (RDWR) | 0.2 | $3.8M | 148k | 25.78 | |
| WNS | 0.2 | $3.9M | 59k | 66.15 | |
| BGC Partners | 0.2 | $4.0M | 667k | 5.94 | |
| Twilio Inc cl a (TWLO) | 0.2 | $3.9M | 40k | 98.27 | |
| Genfit S A ads (GNFT) | 0.2 | $4.0M | 200k | 19.90 | |
| Texas Capital Bancshares (TCBI) | 0.2 | $3.6M | 63k | 56.76 | |
| Dex (DXCM) | 0.2 | $3.7M | 17k | 218.74 | |
| Nutanix Inc cl a (NTNX) | 0.2 | $3.7M | 117k | 31.26 | |
| Okta Inc cl a (OKTA) | 0.2 | $3.4M | 29k | 115.39 | |
| Scorpio Tankers (STNG) | 0.2 | $3.5M | 89k | 39.34 | |
| Mobile Mini | 0.1 | $3.3M | 87k | 37.91 | |
| Computer Task | 0.1 | $3.3M | 646k | 5.18 | |
| Inphi Corporation | 0.1 | $3.3M | 45k | 74.01 | |
| Qualys (QLYS) | 0.1 | $3.2M | 39k | 83.37 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $3.3M | 22k | 150.28 | |
| Dropbox Inc-class A (DBX) | 0.1 | $3.3M | 186k | 17.91 | |
| Tradeweb Markets (TW) | 0.1 | $3.3M | 71k | 46.35 | |
| Encore Capital (ECPG) | 0.1 | $3.0M | 84k | 35.36 | |
| TechTarget (TTGT) | 0.1 | $3.1M | 118k | 26.10 | |
| Cyberark Software (CYBR) | 0.1 | $3.1M | 27k | 116.57 | |
| Frequency Therapeutics | 0.1 | $3.0M | 169k | 17.53 | |
| Teradyne (TER) | 0.1 | $2.7M | 40k | 68.20 | |
| Paratek Pharmaceuticals | 0.1 | $2.9M | 712k | 4.03 | |
| Liquidity Services (LQDT) | 0.1 | $2.6M | 439k | 5.96 | |
| Ptc (PTC) | 0.1 | $2.6M | 34k | 74.89 | |
| Cytosorbents (CTSO) | 0.1 | $2.6M | 679k | 3.85 | |
| Fennec Pharmaceuticals (FENC) | 0.1 | $2.5M | 386k | 6.49 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.4M | 686k | 3.48 | |
| Proto Labs (PRLB) | 0.1 | $2.3M | 23k | 101.54 | |
| Globus Med Inc cl a (GMED) | 0.1 | $2.4M | 41k | 58.87 | |
| Sotherly Hotels (SOHO) | 0.1 | $2.4M | 352k | 6.78 | |
| Macrogenics (MGNX) | 0.1 | $2.5M | 226k | 10.88 | |
| New Relic | 0.1 | $2.5M | 38k | 65.71 | |
| Quanterix Ord (QTRX) | 0.1 | $2.3M | 99k | 23.63 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.2M | 12k | 178.02 | |
| Silicon Laboratories (SLAB) | 0.1 | $2.2M | 19k | 115.99 | |
| Crispr Therapeutics (CRSP) | 0.1 | $2.1M | 35k | 60.90 | |
| Profire Energy | 0.1 | $2.0M | 1.4M | 1.45 | |
| Proofpoint | 0.1 | $2.0M | 17k | 114.75 | |
| Akamai Technologies (AKAM) | 0.1 | $1.8M | 21k | 86.36 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 | 0.1 | $1.8M | 470k | 3.84 | |
| Editas Medicine (EDIT) | 0.1 | $1.6M | 55k | 29.61 | |
| Clarus Corp (CLAR) | 0.1 | $1.7M | 127k | 13.56 | |
| Rumbleon Inc cl b | 0.1 | $1.7M | 2.1M | 0.82 | |
| Castle Biosciences (CSTL) | 0.1 | $1.8M | 53k | 34.37 | |
| Abiomed | 0.1 | $1.5M | 8.7k | 170.62 | |
| Spero Therapeutics (SPRO) | 0.1 | $1.4M | 149k | 9.61 | |
| Ciena Corporation (CIEN) | 0.1 | $1.4M | 33k | 42.68 | |
| Ligand Pharmaceuticals In (LGND) | 0.1 | $1.2M | 12k | 104.27 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $1.4M | 107k | 13.11 | |
| Cytomx Therapeutics (CTMX) | 0.1 | $1.3M | 154k | 8.31 | |
| Sharpspring Inc Com equity / small cap | 0.1 | $1.3M | 110k | 11.47 | |
| Organogenesis Hldgs (ORGO) | 0.1 | $1.2M | 250k | 4.81 | |
| Jounce Therapeutics | 0.1 | $1.1M | 122k | 8.73 | |
| Iterum Therapeutics | 0.1 | $1.1M | 245k | 4.50 | |
| Aaron's | 0.0 | $898k | 16k | 57.14 | |
| Sangamo Biosciences (SGMO) | 0.0 | $859k | 103k | 8.37 | |
| Varonis Sys (VRNS) | 0.0 | $877k | 11k | 77.73 | |
| Match | 0.0 | $958k | 12k | 82.08 | |
| Intellia Therapeutics (NTLA) | 0.0 | $882k | 60k | 14.67 | |
| Akoustis Technologies | 0.0 | $768k | 96k | 8.00 | |
| Entasis Therapeutics Holdings Ord | 0.0 | $780k | 157k | 4.97 | |
| Merit Medical Systems (MMSI) | 0.0 | $557k | 18k | 31.20 | |
| Insulet Corporation (PODD) | 0.0 | $599k | 3.5k | 171.19 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $735k | 20k | 37.76 | |
| TransAct Technologies Incorporated (TACT) | 0.0 | $454k | 41k | 10.97 | |
| RealPage | 0.0 | $386k | 7.2k | 53.72 | |
| Zagg | 0.0 | $340k | 42k | 8.10 | |
| T2 Biosystems | 0.0 | $374k | 320k | 1.17 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.0 | $333k | 16k | 20.57 | |
| Triton International | 0.0 | $344k | 8.6k | 40.19 | |
| Nabriva Therapeutics | 0.0 | $352k | 266k | 1.32 | |
| Live Nation Entertainment (LYV) | 0.0 | $320k | 4.5k | 71.51 | |
| Hudson Technologies (HDSN) | 0.0 | $171k | 174k | 0.98 | |
| Ringcentral (RNG) | 0.0 | $266k | 1.6k | 168.35 | |
| Mix Telematics Ltd - | 0.0 | $280k | 22k | 12.95 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $214k | 3.5k | 60.52 | |
| Angi Homeservices (ANGI) | 0.0 | $207k | 25k | 8.46 | |
| Melinta Therapeutics | 0.0 | $128k | 242k | 0.53 |
