Granahan Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.07B
Q ending 2026-03-31
Prior quarter
$2.34B
Q ending 2025-12-31
Change
-11.5% QoQ · +3.0% YoY
Positions
149
reported holdings
Largest positions
Top 100 of 149 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carpenter Technology Corp | CRS | Shares | $94.4M | 239K |
| Porch Group Inc | PRCH | Shares | $90.9M | 12.7M |
| Ftai Aviation Ltd | Shares | $83.4M | 340K | |
| Modine Mfg Co | MOD | Shares | $81.8M | 378K |
| Victory Cap Hldgs Inc Del | VCTR | Shares | $71.2M | 1.1M |
| Indie Semiconductor Inc | INDI | Shares | $65.3M | 20.3M |
| Forgent Power Solutions Inc | FPS | Shares | $60.6M | 2.1M |
| Marex Group Plc | Shares | $54.6M | 1.2M | |
| Nextpower Inc | NXT | Shares | $51.2M | 424K |
| Kura Sushi Usa Inc | KRUS | Shares | $42.4M | 608K |
| Onto Innovation Inc | ONTO | Shares | $40.7M | 199K |
| Axon Enterprise Inc | AXON | Shares | $38.5M | 91K |
| Comfort Sys Usa Inc | FIX | Shares | $35.9M | 26K |
| Kornit Digital Ltd | Shares | $33.7M | 2.3M | |
| Life Time Group Holdings Inc | LTH | Shares | $32.3M | 1.2M |
| Ttm Technologies Inc | TTMI | Shares | $31.9M | 327K |
| Figure Technology Solutio | FIGR | Shares | $31.8M | 935K |
| Magnite Inc | MGNI | Shares | $30.3M | 2.6M |
| Qxo Inc | QXO | Shares | $29.3M | 1.5M |
| Semtech Corp | SMTC | Shares | $28.5M | 371K |
| Cava Group Inc | CAVA | Shares | $24.6M | 304K |
| Rambus Inc Del | RMBS | Shares | $24.1M | 280K |
| Sportradar Group Ag | Shares | $24.1M | 1.4M | |
| Cellebrite Di Ltd | Shares | $24.0M | 1.7M | |
| Genius Sports Limited | Shares | $23.9M | 5.4M | |
| Si Bone Inc | SIBN | Shares | $22.0M | 1.7M |
| Silicon Motion Technology Co | SIMO | Shares | $21.9M | 195K |
| York Space Systems Inc | YSS | Shares | $21.5M | 968K |
| Rbc Bearings Inc | RBC | Shares | $20.9M | 38K |
| Materion Corp | MTRN | Shares | $20.9M | 144K |
| Digital Turbine Inc | APPS | Shares | $20.5M | 7.1M |
| Casella Waste Sys Inc | CWST | Shares | $19.9M | 250K |
| Gates Indl Corp Plc | Shares | $17.5M | 775K | |
| Global E Online Ltd | Shares | $16.9M | 547K | |
| Arlo Technologies Inc | ARLO | Shares | $16.6M | 1.2M |
| Zeta Global Holdings Corp | ZETA | Shares | $16.3M | 1.0M |
| Texas Cap Bancshares Inc | TCBI | Shares | $16.3M | 171K |
| Ameresco Inc | AMRC | Shares | $16.1M | 630K |
| Centrus Energy Corp | LEU | Shares | $15.6M | 90K |
| Orthopediatrics Corp | KIDS | Shares | $14.2M | 897K |
| Sterling Infrastructure Inc | STRL | Shares | $14.0M | 34K |
| Sharkninja Inc | Shares | $14.0M | 132K | |
| Compass Inc | COMP | Shares | $13.8M | 1.9M |
| Biolife Solutions Inc | BLFS | Shares | $13.8M | 722K |
| Alignment Healthcare Inc | ALHC | Shares | $13.8M | 781K |
| Unusual Machs Inc | UMAC | Shares | $12.6M | 1.0M |
| Arteris Inc | AIP | Shares | $11.7M | 713K |
| First Watch Restaurant Group | FWRG | Shares | $11.4M | 1.1M |
| Dave Inc | DAVE | Shares | $11.4M | 65K |
| Irhythm Holdings Inc | IRTC | Shares | $11.3M | 96K |
| Stoke Therapeutics Inc | STOK | Shares | $10.9M | 336K |
| Viking Therapeutics Inc | VKTX | Shares | $10.8M | 332K |
| Toast Inc | TOST | Shares | $10.6M | 399K |
| Nlight Inc | LASR | Shares | $10.6M | 185K |
| Repligen Corp | RGEN | Shares | $10.2M | 87K |
| Healthequity Inc | HQY | Shares | $10.2M | 122K |
| Celcuity Inc | CELC | Shares | $10.1M | 89K |
| Stepstone Group Inc | STEP | Shares | $10.1M | 212K |
| Kiniksa Pharmaceuticals Intl | Shares | $10.1M | 209K | |
| Universal Technical Inst Inc | UTI | Shares | $8.8M | 242K |
| Chime Finl Inc | CHYM | Shares | $8.4M | 446K |
| Phreesia Inc | PHR | Shares | $8.3M | 988K |
| Enovix Corporation | ENVX | Shares | $8.2M | 1.6M |
| Jbt Marel Corporation | JBTM | Shares | $8.1M | 63K |
| Scholar Rock Hldg Corp | SRRK | Shares | $7.7M | 156K |
| Archer Aviation Inc | ACHR | Shares | $7.7M | 1.5M |
| Bridgebio Pharma Inc | BBIO | Shares | $7.6M | 103K |
| Lightpath Technologies Inc | LPTH | Shares | $7.6M | 754K |
| Aerovironment Inc | AVAV | Shares | $7.5M | 41K |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $7.2M | 306K |
| Mayville Engr Co Inc | MEC | Shares | $7.0M | 387K |
| Chefs Whse Inc | CHEF | Shares | $6.8M | 115K |
| Allegro Microsystems Inc | ALGM | Shares | $6.8M | 215K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $6.8M | 78K |
| Immunome Inc | IMNM | Shares | $6.7M | 307K |
| Mp Materials Corp | MP | Shares | $6.7M | 139K |
| Lindblad Expeditions Hldgs I | LIND | Shares | $6.7M | 385K |
| Veeco Instrs Inc Del | VECO | Shares | $6.5M | 193K |
| Willscot Hldgs Corp | WSC | Shares | $6.5M | 376K |
| Costar Group Inc | CSGP | Shares | $6.5M | 161K |
| Ethos Technologies Inc | LIFE | Shares | $6.5M | 581K |
| Beta Technologies Inc | BETA | Shares | $6.3M | 432K |
| Edgewise Therapeutics Inc | EWTX | Shares | $6.3M | 201K |
| Apogee Therapeutics Inc | APGE | Shares | $6.3M | 75K |
| Zymeworks Inc | ZYME | Shares | $6.3M | 251K |
| Genedx Holdings Corp | WGS | Shares | $6.2M | 97K |
| Jfrog Ltd | Shares | $6.1M | 130K | |
| Owlet Inc | OWLT | Shares | $6.1M | 1.2M |
| Xenon Pharmaceuticals Inc | XENE | Shares | $6.1M | 104K |
| Immunovant Inc | IMVT | Shares | $6.1M | 244K |
| Cogent Comm Holdings Inc | CCOI | Shares | $6.0M | 317K |
| Nutanix Inc | NTNX | Shares | $5.9M | 156K |
| Callaway Golf Co | CALY | Shares | $5.9M | 423K |
| Lattice Semiconductor Corp | LSCC | Shares | $5.8M | 63K |
| Radnet Inc | RDNT | Shares | $5.8M | 104K |
| Npk International Inc | NPKI | Shares | $5.8M | 402K |
| Kinsale Cap Group Inc | KNSL | Shares | $5.6M | 17K |
| Ceco Environmental Corp | CECO | Shares | $5.5M | 93K |
| Fabrinet | Shares | $5.4M | 10K | |
| Xeris Biopharma Holdings Inc | XERS | Shares | $5.3M | 922K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.