Granahan Investment Management as of March 31, 2020
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 184 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chegg (CHGG) | 4.4 | $82M | 2.3M | 35.78 | |
| eHealth (EHTH) | 4.1 | $76M | 542k | 140.82 | |
| LivePerson (LPSN) | 4.0 | $73M | 3.2M | 22.75 | |
| Axon Enterprise (AXON) | 3.9 | $73M | 1.0M | 70.77 | |
| CoStar (CSGP) | 3.6 | $67M | 114k | 587.21 | |
| Paylocity Holding Corporation (PCTY) | 3.3 | $62M | 702k | 88.32 | |
| SPS Commerce (SPSC) | 2.9 | $53M | 1.1M | 46.51 | |
| Paycom Software (PAYC) | 2.8 | $52M | 255k | 202.01 | |
| 4068594 Enphase Energy (ENPH) | 2.6 | $49M | 1.5M | 32.29 | |
| Strategic Education (STRA) | 2.3 | $43M | 311k | 139.76 | |
| Etsy (ETSY) | 2.3 | $42M | 1.1M | 38.44 | |
| OSI Systems (OSIS) | 2.1 | $38M | 557k | 68.92 | |
| Kornit Digital (KRNT) | 2.0 | $38M | 1.5M | 24.89 | |
| Virtusa Corporation | 2.0 | $37M | 1.3M | 28.40 | |
| Brooks Automation (AZTA) | 1.9 | $35M | 1.1M | 30.50 | |
| Coupa Software | 1.6 | $29M | 210k | 139.73 | |
| Limelight Networks | 1.3 | $24M | 4.2M | 5.70 | |
| Pluralsight Inc Cl A | 1.2 | $23M | 2.1M | 10.98 | |
| Healthequity (HQY) | 1.2 | $22M | 431k | 50.59 | |
| Trade Desk (TTD) | 1.1 | $21M | 110k | 193.00 | |
| Sprout Social Cl A Ord (SPT) | 1.1 | $21M | 1.3M | 15.96 | |
| Repligen Corporation (RGEN) | 1.1 | $20M | 203k | 96.54 | |
| Hubspot (HUBS) | 1.1 | $20M | 147k | 133.19 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $20M | 337k | 58.00 | |
| Shotspotter (SSTI) | 1.0 | $19M | 677k | 27.48 | |
| Rubicon Proj | 1.0 | $18M | 3.3M | 5.55 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.0 | $18M | 177k | 102.00 | |
| Teladoc (TDOC) | 0.9 | $17M | 112k | 155.01 | |
| NeoGenomics (NEO) | 0.9 | $17M | 616k | 27.61 | |
| Zscaler Incorporated (ZS) | 0.9 | $17M | 275k | 60.86 | |
| Mimecast | 0.9 | $16M | 453k | 35.30 | |
| Cornerstone Ondemand | 0.8 | $16M | 496k | 31.75 | |
| Globant S A (GLOB) | 0.8 | $16M | 179k | 87.88 | |
| Argenx Se (ARGX) | 0.8 | $14M | 109k | 131.73 | |
| Everquote Cl A Ord (EVER) | 0.8 | $14M | 541k | 26.25 | |
| Ensign (ENSG) | 0.8 | $14M | 372k | 37.61 | |
| Douglas Dynamics (PLOW) | 0.8 | $14M | 393k | 35.51 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $14M | 121k | 112.79 | |
| 2u (TWOU) | 0.7 | $13M | 633k | 21.22 | |
| Innovative Industria A (IIPR) | 0.7 | $13M | 176k | 75.93 | |
| Columbus McKinnon (CMCO) | 0.7 | $13M | 533k | 25.00 | |
| Acceleron Pharma | 0.7 | $13M | 147k | 89.87 | |
| Victory Cap Hldgs (VCTR) | 0.7 | $13M | 780k | 16.36 | |
| Luxfer Holdings (LXFR) | 0.6 | $12M | 811k | 14.14 | |
| CONMED Corporation (CNMD) | 0.6 | $11M | 191k | 57.27 | |
| Veracyte (VCYT) | 0.6 | $11M | 434k | 24.31 | |
| Cardiovascular Systems | 0.6 | $10M | 291k | 35.21 | |
| BGC Partners | 0.5 | $10M | 4.1M | 2.52 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.5 | $10M | 597k | 17.07 | |
| Rush Enterprises (RUSHA) | 0.5 | $10M | 319k | 31.92 | |
| Dmc Global (BOOM) | 0.5 | $10M | 440k | 23.01 | |
| Upland Software (UPLD) | 0.5 | $9.9M | 369k | 26.82 | |
| 1life Healthcare | 0.5 | $9.9M | 545k | 18.15 | |
| Digital Turbine (APPS) | 0.5 | $9.4M | 2.2M | 4.31 | |
| Gray Television (GTN) | 0.5 | $9.3M | 870k | 10.74 | |
| Q2 Holdings (QTWO) | 0.5 | $9.3M | 157k | 59.06 | |
| Cloudera | 0.5 | $9.0M | 1.1M | 7.87 | |
| John Bean Technologies Corporation (JBT) | 0.4 | $8.2M | 110k | 74.27 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.4 | $8.2M | 2.0M | 4.06 | |
| Pure Storage Inc - Class A (PSTG) | 0.4 | $8.0M | 654k | 12.30 | |
| Onto Innovation (ONTO) | 0.4 | $7.8M | 264k | 29.67 | |
| Gentherm (THRM) | 0.4 | $7.7M | 244k | 31.40 | |
| Lawson Products (DSGR) | 0.4 | $7.6M | 286k | 26.72 | |
| Enanta Pharmaceuticals (ENTA) | 0.4 | $7.6M | 149k | 51.43 | |
| Oxford Immunotec Global | 0.4 | $7.5M | 814k | 9.26 | |
| Rapid7 (RPD) | 0.4 | $7.4M | 171k | 43.33 | |
| Power Integrations (POWI) | 0.4 | $7.3M | 83k | 88.33 | |
| Esperion Therapeutics (ESPR) | 0.4 | $7.3M | 231k | 31.53 | |
| AtriCure (ATRC) | 0.4 | $7.2M | 215k | 33.59 | |
| Titan Machinery (TITN) | 0.4 | $7.1M | 823k | 8.69 | |
| Pacira Pharmaceuticals (PCRX) | 0.4 | $7.1M | 213k | 33.53 | |
| Vonage Holdings | 0.4 | $7.0M | 974k | 7.23 | |
| Immunomedics | 0.4 | $7.0M | 520k | 13.48 | |
| Materion Corporation (MTRN) | 0.4 | $7.0M | 200k | 35.01 | |
| Grand Canyon Education (LOPE) | 0.4 | $7.0M | 92k | 76.28 | |
| Motorcar Parts of America (MPAA) | 0.4 | $6.9M | 546k | 12.58 | |
| Evolent Health (EVH) | 0.4 | $6.7M | 1.2M | 5.43 | |
| Vericel (VCEL) | 0.4 | $6.7M | 726k | 9.17 | |
| Dropbox Inc-class A (DBX) | 0.3 | $6.5M | 359k | 18.10 | |
| Insmed (INSM) | 0.3 | $6.5M | 403k | 16.03 | |
| MarineMax (HZO) | 0.3 | $6.0M | 580k | 10.42 | |
| Chart Industries (GTLS) | 0.3 | $5.9M | 204k | 28.98 | |
| PROS Holdings (PRO) | 0.3 | $5.8M | 189k | 31.03 | |
| Newmark Group (NMRK) | 0.3 | $5.7M | 1.3M | 4.25 | |
| 8x8 (EGHT) | 0.3 | $5.6M | 402k | 13.86 | |
| Flexion Therapeutics | 0.3 | $5.6M | 706k | 7.87 | |
| Cytosorbents (CTSO) | 0.3 | $5.3M | 691k | 7.73 | |
| Twilio Inc cl a (TWLO) | 0.3 | $4.8M | 53k | 89.48 | |
| Euronet Worldwide (EEFT) | 0.2 | $4.6M | 54k | 85.73 | |
| Dycom Industries (DY) | 0.2 | $4.4M | 171k | 25.65 | |
| Lovesac Company (LOVE) | 0.2 | $4.4M | 754k | 5.83 | |
| Alta Equipment Group (ALTG) | 0.2 | $4.3M | 1.0M | 4.27 | |
| Orthopediatrics Corp. (KIDS) | 0.2 | $4.1M | 104k | 39.64 | |
| Harvard Bioscience (HBIO) | 0.2 | $4.1M | 1.8M | 2.21 | |
| Qts Realty Trust | 0.2 | $4.0M | 69k | 58.01 | |
| Scorpio Tankers (STNG) | 0.2 | $4.0M | 210k | 19.12 | |
| Ceva (CEVA) | 0.2 | $3.8M | 151k | 24.93 | |
| Kindred Biosciences | 0.2 | $3.7M | 921k | 4.00 | |
| Ligand Pharmaceuticals In (LGND) | 0.2 | $3.7M | 51k | 72.71 | |
| Qualys (QLYS) | 0.2 | $3.6M | 41k | 87.00 | |
| Tradeweb Markets (TW) | 0.2 | $3.5M | 84k | 42.03 | |
| Kinsale Cap Group (KNSL) | 0.2 | $3.5M | 34k | 104.54 | |
| Akamai Technologies (AKAM) | 0.2 | $3.5M | 38k | 91.49 | |
| Aaron's | 0.2 | $3.4M | 151k | 22.78 | |
| Casella Waste Systems (CWST) | 0.2 | $3.4M | 88k | 39.06 | |
| Quanterix Ord (QTRX) | 0.2 | $3.4M | 184k | 18.37 | |
| Globus Med Inc cl a (GMED) | 0.2 | $3.3M | 77k | 42.53 | |
| Inphi Corporation | 0.2 | $3.2M | 40k | 79.17 | |
| Intercept Pharmaceuticals In | 0.2 | $3.2M | 50k | 62.96 | |
| Abiomed | 0.2 | $3.1M | 22k | 145.16 | |
| Okta Inc cl a (OKTA) | 0.2 | $3.1M | 25k | 122.25 | |
| Genfit S A ads (GNFT) | 0.2 | $2.9M | 198k | 14.79 | |
| Radware Ltd ord (RDWR) | 0.2 | $2.9M | 138k | 21.07 | |
| West Pharmaceutical Services (WST) | 0.2 | $2.8M | 19k | 152.24 | |
| Ciena Corporation (CIEN) | 0.2 | $2.8M | 71k | 39.81 | |
| Ptc (PTC) | 0.2 | $2.8M | 46k | 61.21 | |
| Perficient (PRFT) | 0.1 | $2.7M | 98k | 27.09 | |
| Biolife Solutions (BLFS) | 0.1 | $2.6M | 275k | 9.50 | |
| Xencor (XNCR) | 0.1 | $2.6M | 86k | 29.88 | |
| TechTarget (TTGT) | 0.1 | $2.5M | 124k | 20.61 | |
| Computer Task | 0.1 | $2.4M | 628k | 3.83 | |
| WNS | 0.1 | $2.4M | 55k | 42.98 | |
| Mobile Mini | 0.1 | $2.2M | 86k | 26.23 | |
| Paratek Pharmaceuticals | 0.1 | $2.2M | 703k | 3.15 | |
| Cyberark Software (CYBR) | 0.1 | $2.1M | 25k | 85.57 | |
| Casper Sleep | 0.1 | $2.1M | 487k | 4.29 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.1M | 12k | 167.44 | |
| Liquidity Services (LQDT) | 0.1 | $2.1M | 529k | 3.88 | |
| Proofpoint | 0.1 | $2.1M | 20k | 102.59 | |
| Cytomx Therapeutics (CTMX) | 0.1 | $2.0M | 266k | 7.67 | |
| Sonic Automotive (SAH) | 0.1 | $2.0M | 153k | 13.28 | |
| Ring Energy (REI) | 0.1 | $2.0M | 3.1M | 0.66 | |
| Frequency Therapeutics | 0.1 | $2.0M | 111k | 17.81 | |
| Proto Labs (PRLB) | 0.1 | $1.9M | 25k | 76.14 | |
| Teradyne (TER) | 0.1 | $1.9M | 35k | 54.17 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $1.9M | 120k | 15.80 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $1.9M | 743k | 2.54 | |
| New Relic | 0.1 | $1.9M | 41k | 46.24 | |
| Vicor Corporation (VICR) | 0.1 | $1.9M | 42k | 44.54 | |
| Redwood Trust (RWT) | 0.1 | $1.8M | 363k | 5.06 | |
| Autolus Therapeutics Plc spon ads (AUTL) | 0.1 | $1.8M | 302k | 5.99 | |
| Beam Therapeutics (BEAM) | 0.1 | $1.8M | 98k | 18.00 | |
| Silicon Laboratories (SLAB) | 0.1 | $1.7M | 20k | 85.42 | |
| Neophotonics Corp | 0.1 | $1.7M | 234k | 7.25 | |
| Texas Capital Bancshares (TCBI) | 0.1 | $1.6M | 74k | 22.17 | |
| Sientra | 0.1 | $1.6M | 810k | 1.99 | |
| Fennec Pharmaceuticals (FENC) | 0.1 | $1.6M | 270k | 5.94 | |
| Aerie Pharmaceuticals | 0.1 | $1.6M | 118k | 13.50 | |
| Dex (DXCM) | 0.1 | $1.5M | 5.5k | 269.35 | |
| Encore Capital (ECPG) | 0.1 | $1.5M | 63k | 23.39 | |
| Crispr Therapeutics (CRSP) | 0.1 | $1.4M | 34k | 42.40 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.1 | $1.4M | 575k | 2.48 | |
| Adesto Technologies | 0.1 | $1.4M | 126k | 11.19 | |
| Spero Therapeutics (SPRO) | 0.1 | $1.4M | 171k | 8.08 | |
| Macrogenics (MGNX) | 0.1 | $1.3M | 225k | 5.82 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $1.3M | 111k | 11.34 | |
| Jounce Therapeutics | 0.1 | $1.3M | 264k | 4.75 | |
| Vail Resorts (MTN) | 0.1 | $1.3M | 8.5k | 147.73 | |
| Sharpspring Inc Com equity / small cap | 0.1 | $1.2M | 202k | 6.06 | |
| Castle Biosciences (CSTL) | 0.1 | $1.2M | 41k | 29.81 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $1.2M | 74k | 16.33 | |
| Varonis Sys (VRNS) | 0.1 | $1.1M | 17k | 63.70 | |
| Editas Medicine (EDIT) | 0.1 | $1.1M | 55k | 19.82 | |
| Profire Energy (PFIE) | 0.1 | $1.1M | 1.4M | 0.79 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.0M | 28k | 35.98 | |
| Organogenesis Hldgs (ORGO) | 0.0 | $924k | 286k | 3.23 | |
| Akoustis Technologies (AKTS) | 0.0 | $824k | 153k | 5.37 | |
| Intellia Therapeutics (NTLA) | 0.0 | $726k | 59k | 12.23 | |
| Iterum Therapeutics | 0.0 | $653k | 241k | 2.71 | |
| Sangamo Biosciences (SGMO) | 0.0 | $644k | 101k | 6.37 | |
| Wix (WIX) | 0.0 | $592k | 5.9k | 100.78 | |
| Sotherly Hotels (SOHO) | 0.0 | $563k | 352k | 1.60 | |
| Western Digital (WDC) | 0.0 | $559k | 13k | 41.60 | |
| Plug Power (PLUG) | 0.0 | $488k | 138k | 3.54 | |
| Match | 0.0 | $440k | 6.7k | 66.08 | |
| Entasis Therapeutics Holdings Ord | 0.0 | $409k | 155k | 2.64 | |
| Ringcentral (RNG) | 0.0 | $380k | 1.8k | 212.05 | |
| Insulet Corporation (PODD) | 0.0 | $340k | 2.1k | 165.85 | |
| Otonomy | 0.0 | $326k | 166k | 1.97 | |
| Rumbleon Inc cl b | 0.0 | $303k | 1.5M | 0.21 | |
| Argan (AGX) | 0.0 | $270k | 7.8k | 34.63 | |
| TransAct Technologies Incorporated (TACT) | 0.0 | $252k | 81k | 3.11 | |
| T2 Biosystems | 0.0 | $202k | 311k | 0.65 | |
| Nabriva Therapeutics | 0.0 | $149k | 259k | 0.58 |
