HolderBook

Granahan Investment Management, LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1026710
Reported value
$2.8B
Positions
150
Top 10 weight
34.0%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
PORCH GROUP INCPRCH$186.4M12,393,6606.64%+2.25pp23q-2.2%-$4.2M
SILICON MOTION TECHNOLOGY COSIMO$148.6M445,7525.29%+4.23pp5q+128.3%+$83.5M
FORGENT POWER SOLUTIONS INCFPS$101.0M1,807,6083.60%+0.67pp2q-12.7%-$14.7M
INDIE SEMICONDUCTOR INCINDI$87.2M19,419,8923.11%-0.05pp16q-4.3%-$3.9M
VICTORY CAP HLDGS INC DELVCTR$85.3M1,015,3433.04%-0.40pp31q-6.6%-$6.0M
FTAI AVIATION LTDFTAI$79.5M293,7222.83%-1.20pp7q-13.7%-$12.6M
MAREX GROUP PLCMRX$76.4M1,254,2832.72%+0.09pp9q+2.5%+$1.9M
MODINE MFG COMOD$70.4M263,5722.51%-1.45pp11q-30.2%-$30.4M
CARPENTER TECHNOLOGY CORPCRS$59.8M96,9812.13%-2.43pp10q-59.5%-$87.9M
NEXTPOWER INCNXT$59.1M495,9382.11%-0.37pp8q+16.8%+$8.5M
MAGNITE INCMGNI$58.5M3,083,2112.09%+0.62pp25q+20.7%+$10.1M
AXON ENTERPRISE INCAXON$54.3M96,8291.93%+0.07pp31q+6.8%+$3.4M
ONTO INNOVATION INCONTO$53.6M141,5681.91%-0.06pp27q-28.8%-$21.6M
TTM TECHNOLOGIES INCTTMI$50.4M269,3301.79%+0.25pp3q-17.7%-$10.9M
LIGAND PHARMACEUTICALS INCLGND$46.5M147,2311.66%+1.42pp4q+509.3%+$38.9M
KURA SUSHI USA INCKRUS$46.2M801,9691.64%-0.41pp9q+31.9%+$11.2M
REPLIGEN CORPRGEN$45.3M332,2711.62%+1.12pp8q+282.1%+$33.5M
DIGITAL TURBINE INCAPPS$45.1M3,494,2001.61%+0.62pp6q-50.9%-$46.7M
LIFE TIME GROUP HOLDINGS INCLTH$44.3M1,083,5871.58%+0.01pp13q-9.7%-$4.8M
GENIUS SPORTS LIMITEDGENI$42.6M7,024,3301.52%+0.36pp21q+30.5%+$9.9M
CASELLA WASTE SYS INCCWST$42.3M436,2891.51%+0.55pp31q+74.3%+$18.0M
QXO INCQXO$40.2M2,327,6621.43%+0.02pp8q+54.2%+$14.1M
GENERAC HLDGS INCGNRC$36.0M122,8721.28%+1.16pp2q+829.9%+$32.1M
ZETA GLOBAL HOLDINGS CORPZETA$34.6M1,758,2121.23%+0.44pp21q+71.6%+$14.4M
KORNIT DIGITAL LTDKRNT$34.4M2,119,3981.23%-0.40pp31q-7.8%-$2.9M
TWIST BIOSCIENCE CORPTWST$32.4M314,8821.15%-newNEW
DAVE INCDAVE$31.6M84,8971.13%+0.58pp4q+29.7%+$7.2M
SI-BONE INCSIBN$31.5M1,931,1821.12%+0.06pp23q+11.0%+$3.1M
JFROG LTDFROG$27.2M299,6830.97%+0.68pp13q+130.3%+$15.4M
FIGURE TECHNOLOGY SOLUTIOFIGR$25.9M842,3060.92%-0.61pp4q-10.0%-$2.9M
CELLEBRITE DI LTDCLBT$24.3M1,661,1630.86%-0.30pp10q-4.5%-$1.1M
GATES INDL CORP PLCGTES$23.6M843,4410.84%-0.01pp9q+8.9%+$1.9M
GLOBAL E ONLINE LTDGLBE$22.0M633,3270.78%-0.03pp5q+15.8%+$3.0M
GRAIL INCGRAL$21.9M321,1760.78%+0.66pp3q+547.2%+$18.5M
RBC BEARINGS INCRBC$21.9M34,0170.78%-0.23pp31q-11.6%-$2.9M
CAVA GROUP INCCAVA$20.8M265,4110.74%-0.45pp3q-12.7%-$3.0M
ORTHOPEDIATRICS CORPKIDS$20.8M1,085,9640.74%+0.05pp30q+21.1%+$3.6M
MATERION CORPMTRN$20.8M69,7930.74%-0.27pp30q-51.7%-$22.2M
DESCARTES SYS GROUP INCDSGX$20.6M297,2570.73%+0.54pp12q+438.0%+$16.8M
QUANTINUUM INCQNT$19.1M233,5400.68%-newNEW
TOAST INCTOST$19.1M685,7510.68%+0.17pp17q+71.8%+$8.0M
TEXAS CAP BANCSHARES INCTCBI$19.0M184,0870.68%-0.11pp31q+7.4%+$1.3M
SHARKNINJA INCSN$18.9M124,2710.67%flat9q-5.7%-$1.1M
CELCUITY INCCELC$18.7M179,0530.67%+0.18pp4q+101.6%+$9.4M
UNUSUAL MACHS INCUMAC$18.5M829,3280.66%+0.05pp3q-18.4%-$4.2M
FIRST WATCH RESTAURANT GROUPFWRG$17.6M1,363,8520.63%+0.07pp19q+25.3%+$3.6M
NUTANIX INCNTNX$17.2M336,8520.61%+0.32pp31q+115.5%+$9.2M
NLIGHT INCLASR$16.5M236,9910.59%+0.08pp2q+27.9%+$3.6M
VEECO INSTRS INC DELVECO$15.5M204,8370.55%+0.24pp21q+6.3%+$917.6K
STOKE THERAPEUTICS INCSTOK$15.1M461,6080.54%+0.01pp17q+37.6%+$4.1M
BIOLIFE SOLUTIONS INCBLFS$14.7M521,4300.52%-0.14pp31q-27.8%-$5.7M
AEROVIRONMENT INCAVAV$14.3M86,7830.51%+0.15pp2q+113.0%+$7.6M
ARLO TECHNOLOGIES INCARLO$13.8M1,025,0500.49%-0.31pp4q-12.4%-$1.9M
ALLEGRO MICROSYSTEMS INCALGM$12.9M185,4610.46%+0.13pp3q-13.7%-$2.1M
MAYVILLE ENGR CO INCMEC$12.1M324,1080.43%+0.10pp12q-16.4%-$2.4M
CHIME FINL INCCHYM$11.9M583,3810.43%+0.02pp3q+30.8%+$2.8M
YORK SPACE SYSTEMS INCYSS$11.5M468,1900.41%-0.63pp2q-51.6%-$12.3M
ALKAMI TECHNOLOGY INCALKT$11.4M627,7810.41%+0.21pp4q+148.3%+$6.8M
ARXIS INCARXS$11.1M241,1830.40%-newNEW
DIGITALOCEAN HLDGS INCDOCN$11.0M70,3540.39%+0.25pp2q+108.8%+$5.8M
RADNET INCRDNT$10.6M171,6370.38%+0.10pp2q+64.6%+$4.2M
JBT MAREL CORPORATIONJBTM$10.5M72,3560.37%-0.02pp6q+14.5%+$1.3M
IRHYTHM HOLDINGS INCIRTC$10.0M83,9030.36%-0.19pp8q-12.6%-$1.4M
AGILYSYS INCAGYS$9.9M94,7770.35%+0.22pp5q+152.7%+$6.0M
SYNDAX PHARMACEUTICALS INCSNDX$9.8M446,9880.35%flat11q+45.9%+$3.1M
KINIKSA PHARMACEUTICALS INTLKNSA$9.7M151,7250.35%-0.14pp9q-27.5%-$3.7M
WILLSCOT HLDGS CORPWSC$9.7M336,1720.35%+0.03pp24q-10.5%-$1.1M
OKTA INCOKTA$9.3M68,2710.33%+0.18pp15q+67.2%+$3.7M
RHYTHM PHARMACEUTICALS INCRYTM$9.2M83,2700.33%flat5q+7.2%+$617.4K
LIGHTPATH TECHNOLOGIES INCLPTH$9.2M563,0450.33%-0.04pp3q-25.3%-$3.1M
OWLET INCOWLT$9.2M1,595,4190.33%+0.03pp7q+34.4%+$2.3M
SCHOLAR ROCK HLDG CORPSRRK$9.0M163,7590.32%-0.05pp5q+4.8%+$409.5K
CHEFS WHSE INCCHEF$9.0M93,1870.32%-0.01pp4q-18.7%-$2.1M
TAYSHA GENE THERAPIES INCTSHA$8.9M1,305,1770.32%+0.13pp9q+47.8%+$2.9M
LATTICE SEMICONDUCTOR CORPLSCC$8.8M57,8480.32%+0.03pp8q-8.3%-$796.3K
RAMBUS INC DELRMBS$8.8M66,2450.31%-0.85pp9q-76.4%-$28.4M
HEALTHEQUITY INCHQY$8.8M97,3180.31%-0.18pp3q-20.3%-$2.2M
ZYMEWORKS INCZYME$8.8M336,1570.31%+0.01pp15q+34.0%+$2.2M
CECO ENVIRONMENTAL CORPCECO$8.6M94,8230.31%+0.04pp6q+2.3%+$190.1K
ALIGNMENT HEALTHCARE INCALHC$8.5M354,9730.30%-0.36pp5q-54.5%-$10.1M
MP MATERIALS CORPMP$8.3M148,6520.30%-0.03pp3q+7.2%+$559.8K
IMMUNOME INCIMNM$8.0M378,5420.29%-0.04pp7q+23.3%+$1.5M
IMMUNOVANT INCIMVT$8.0M206,3720.28%-0.01pp7q-15.6%-$1.5M
EDGEWISE THERAPEUTICS INCEWTX$7.9M193,7780.28%-0.03pp14q-3.5%-$287.1K
XENON PHARMACEUTICALS INCXENE$7.8M129,4430.28%-0.02pp30q+23.9%+$1.5M
ARTERIS INCAIP$7.8M160,4150.28%-0.29pp19q-77.5%-$26.9M
RIGETTI COMPUTING INCRGTI$7.6M395,1770.27%+0.05pp3q+21.0%+$1.3M
DYNE THERAPEUTICS INCDYN$7.5M338,5650.27%-newNEW
ANTERIX INCATEX$7.4M72,1210.26%-newNEW
BRIDGEBIO PHARMA INCBBIO$7.4M99,1300.26%-0.11pp5q-3.7%-$281.6K
SPYRE THERAPEUTICS INCSYRE$7.4M82,9910.26%-newNEW
GUIDEWIRE SOFTWARE INCGWRE$7.2M58,6890.26%-newNEW
KARMAN HLDGS INCKRMN$7.2M144,5440.26%-newNEW
EVOLV TECHNOLOGIES HLDNGS INEVLV$7.2M1,235,9540.26%-newNEW
IRADIMED CORPIRMD$7.2M74,9660.26%+0.23pp8q+1429.9%+$6.7M
XERIS BIOPHARMA HOLDINGS INCXERS$7.1M898,7530.25%flat4q-2.5%-$183.0K
BETA TECHNOLOGIES INCBETA$7.1M422,4930.25%-0.05pp3q-2.2%-$158.5K
NETSKOPE INCNTSK$6.6M607,0600.24%+0.09pp4q+65.2%+$2.6M
CORVEL CORPCRVL$6.6M105,5690.24%+0.02pp20q+32.1%+$1.6M
CALLAWAY GOLF COCALY$6.4M342,1730.23%-0.05pp2q-19.1%-$1.5M
SHIFT4 PMTS INCFOUR$6.4M132,1510.23%-newNEW
CRYOPORT INCCYRX$6.3M403,9190.23%+0.13pp3q+74.8%+$2.7M
MOONLAKE IMMUNOTHERAPEUTICSMLTX$6.1M313,8840.22%+0.02pp3q+42.3%+$1.8M
PROTAGONIST THERAPEUTICS INCPTGX$6.1M49,8090.22%+0.08pp2q+81.8%+$2.7M
908 DEVICES INCMASS$6.0M692,0920.21%+0.01pp4qHELD
GREEN BRICK PARTNERS INCGRBK$6.0M75,2010.21%-newNEW
KINSALE CAP GROUP INCKNSL$5.9M17,9830.21%-0.06pp5q+8.9%+$483.8K
MAMAS CREATIONS INCMAMA$5.9M330,0720.21%-newNEW
VIKING THERAPEUTICS INCVKTX$5.8M148,0440.21%-0.32pp10q-55.4%-$7.2M
ADVANCED ENERGY INDSAEIS$5.7M15,4120.20%-newNEW
CORE SCIENTIFIC INC NEWCORZ$5.3M208,7250.19%-0.01pp3q-23.4%-$1.6M
ONTERRIS INCONT$5.2M259,7030.19%-0.07pp4q+7.4%+$362.1K
ANAPTYSBIO INCANAB$5.1M75,9620.18%+0.01pp7q+14.8%+$660.1K
NOVA LTDNVMI$4.9M9,0930.18%+0.01pp12q+13.9%+$601.6K
SWEETGREEN INCSG$4.9M559,6430.18%+0.10pp2q+97.3%+$2.4M
LINDBLAD EXPEDITIONS HLDGS ILIND$4.9M173,8760.17%-0.15pp5q-54.9%-$6.0M
ORUKA THERAPEUTICS INCORKA$4.9M51,0380.17%-newNEW
FIRST TRACKS BIOTHERAPEUTICSTRAX$4.8M238,3040.17%-newNEW
BETA BIONICS INCBBNX$4.7M299,6320.17%+0.05pp4q+20.6%+$802.0K
CARDINAL INFRASTRUCTURE GROUCDNL$4.5M47,9470.16%flat2q-41.9%-$3.3M
EXLSERVICE HLDGS INCEXLS$4.5M174,0940.16%+0.07pp13q+176.0%+$2.9M
APOGEE THERAPEUTICS INCAPGE$4.5M33,8890.16%-0.15pp8q-54.9%-$5.5M
BRIDGEBIO ONCOLOGY THERAPEUTBBOT$4.3M558,5260.15%+0.05pp2q+141.7%+$2.5M
COGENT COMM HOLDINGS INCCCOI$4.2M302,6530.15%-0.14pp13q-4.7%-$205.3K
FRESHPET INCFRPT$3.7M62,7090.13%-newNEW
BWX TECHNOLOGIES INCBWXT$3.7M18,9760.13%-0.01pp4q+29.1%+$831.5K
NPK INTERNATIONAL INCNPKI$3.5M221,2240.13%-0.16pp9q-44.9%-$2.9M
CYTOKINETICS INCCYTK$3.4M40,2470.12%-0.11pp4q-44.5%-$2.7M
SILICOM LTDSILC$3.3M68,4540.12%-newNEW
VIAVI SOLUTIONS INCVIAV$3.1M65,7110.11%-0.04pp2q-31.4%-$1.4M
LUMEXA IMAGING HOLDINGS INCLMRI$3.0M263,1560.11%-newNEW
SPIRE GLOBAL INCSPIR$3.0M159,1310.11%-newNEW
ROGERS CORPROG$2.8M17,1460.10%-0.07pp2q-47.8%-$2.6M
STRATA CRITICAL MEDICAL INCSRTA$2.7M503,0050.09%-newNEW
WARBY PARKER INCWRBY$2.7M87,3560.09%+0.01pp2q+6.6%+$164.8K
ENPHASE ENERGY INCENPH$2.6M53,7500.09%-newNEW
BOOT BARN HLDGS INCBOOT$2.2M13,2830.08%-0.17pp12q-62.5%-$3.6M
EYEPOINT INCEYPT$2.1M149,3870.08%-0.11pp5q-49.7%-$2.1M
TRIVAGO N VTRVG$2.0M362,5130.07%-newNEW
UNITED STATES ANTIMONY CORPUAMY$1.7M229,4740.06%-0.03pp3q+5.2%+$82.0K
CENTRUS ENERGY CORPLEU$1.5M8,9020.05%-0.70pp6q-90.1%-$13.6M
ARCHER AVIATION INCACHR$1.1M226,4070.04%-0.33pp7q-84.7%-$5.9M
TRANSCAT INCTRNS$692.7K7,4670.02%flat8q+25.7%+$141.6K
AMERESCO INCAMRC$652.0K23,6220.02%-0.75pp18q-96.3%-$16.7M
ADTRAN HOLDINGS INCADTN$622.1K44,7580.02%flat6q+45.4%+$194.3K
ELECTROVAYA INCELVA$495.6K47,2000.02%-0.06pp3q-76.4%-$1.6M
ENOVIX CORPORATIONENVX$485.0K79,9000.02%-0.38pp20q-95.0%-$9.2M
UNIVERSAL TECHNICAL INST INCUTI$372.5K8,7090.01%-0.41pp9q-96.4%-$10.0M
CEVA INCCEVA$329.4K6,9850.01%-0.02pp31q-76.9%-$1.1M
SURO CAPITAL CORPNSLR$270.2K21,5490.01%flat6qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 21.3%Software & IT Services 16.9%Biotech & Pharma 11.1%Industrials 7.5%Capital Markets 5.8%Business Services 4.7%Autos & Aerospace 4.0%Telecom & Media 3.6%Banks & Lending 3.3%Retail & Consumer 3.3%Medical Devices 3.3%Mining & Metals 2.5%Other sectors 11.5%Not classified 1.2%
 
SectorValueShare
Semiconductors & Electronics$596.8M21.3%
Software & IT Services$475.3M16.9%
Biotech & Pharma$310.5M11.1%
Industrials$211.9M7.5%
Capital Markets$161.8M5.8%
Business Services$131.8M4.7%
Autos & Aerospace$111.6M4.0%
Telecom & Media$101.4M3.6%
Banks & Lending$93.8M3.3%
Retail & Consumer$91.7M3.3%
Medical Devices$91.5M3.3%
Mining & Metals$71.3M2.5%
Other sectors$322.0M11.5%
Not classified$35.0M1.2%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$2.8B1502267592134.0%45
Q1 2026$2.1B1491765642533.7%45
Q4 2025$2.3B1572768621629.8%48
Q3 2025$2.4B1461959652634.3%45
Q2 2025$2.5B1531865692434.5%45
Q1 2025$2.0B1591858813930.3%45
Q4 2024$2.4B18022521022928.1%45
Q3 2024$2.5B18724551061727.6%45
Q2 2024$2.5B1802768822828.2%45
Q1 2024$2.8B18121501062028.7%45
Q4 2023$3.0B1801785772027.2%45
Q3 2023$2.8B1832280741426.8%45
Q2 2023$3.2B1752262851228.6%45
Q1 2023$3.3B1651070821527.9%45
Q4 2022$3.3B1708113421430.9%45
Q3 2022$3.1B1761310060931.1%45
Q2 2022$2.9B1721783702332.3%46
Q1 2022$4.0B1781093721832.8%46
Q4 2021$4.9B1861683832332.5%45
Q3 2021$5.3B1932173902134.8%46
Q2 2021$5.4B19324123452233.0%47
Q1 2021$4.7B1912384822433.6%47
Q4 2020$4.5B1923291682035.2%43
Q3 2020$2.9B1802170853232.9%43
Q2 2020$2.8B1912778782031.7%45
Q1 2020$1.9B1842084651734.0%42
Q4 2019$2.2B1811475701332.2%45
Q3 2019$1.8B18013106561631.4%46
Q2 2019$2.0B1839491131530.4%45
Q1 2019$1.9B1891879892228.3%44
Q4 2018$1.4B193000024.9%44

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.