The Analysis of Granahan Investment Management, LLC's Holdings & P&L


Currently, Granahan Investment Management, LLC holds 149 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in N/A (+2.1M shares, valued at $60.6M), N/A (+967.6K shares, valued at $21.5M), QXO (+709.9K shares, valued at $13.8M); decreased their positions in ZETA (-1.6M shares, valued at $25.4M), GLBE (-644.9K shares, valued at $19.9M), CLBT (-1.3M shares, valued at $18.2M); initiated new positions in N/A (+2.1M shares, valued at $60.6M), N/A (+967.6K shares, valued at $21.5M), LASR (+185.3K shares, valued at $10.6M).


1M P&L
+243.4M+12.11%
3M P&L
+287.3M+14.61%
HY P&L
+357.2M+18.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application189.8M
10.6%
2Biotechnology134.6M
7.5%
3Semiconductors120.5M
6.7%

Top Industries by Stock Count

1Biotechnology22 stocks
16.3%
2Semiconductors10 stocks
7.4%
3Software - Application9 stocks
6.7%
Stock Holdings
CRS
CARPENTER TECHNOLOGY CORP
-10.37%
Shares239.5K
Event2026-03-31
Filed2026-05-15
PRCH
PORCH GROUP INC
9.36%
Shares12.7M
Event2026-03-31
Filed2026-05-15
FTAI AVIATION LTD
FTAI AVIATION LTD
-2.03%
Shares340.3K
Event2026-03-31
Filed2026-05-15
MOD
MODINE MFG CO
15.66%
Shares377.6K
Event2026-03-31
Filed2026-05-15
VCTR
VICTORY CAP HLDGS INC DEL
1.13%
Shares1.1M
Event2026-03-31
Filed2026-05-15
INDI
INDIE SEMICONDUCTOR INC
17.82%
Shares20.3M
Event2026-03-31
Filed2026-05-15
FORGENT POWER SOLUTIONS INC
FORGENT POWER SOLUTIONS INC
New
Shares2.1M
Event2026-03-31
Filed2026-05-15
MAREX GROUP PLC
MAREX GROUP PLC
-11.13%
Shares1.2M
Event2026-03-31
Filed2026-05-15
NXT
NEXTPOWER INC
10.33%
Shares424.4K
Event2026-03-31
Filed2026-05-15
KRUS
KURA SUSHI USA INC
-22.77%
Shares607.9K
Event2026-03-31
Filed2026-05-15
ONTO
ONTO INNOVATION INC
1.04%
Shares198.7K
Event2026-03-31
Filed2026-05-15
AXON
AXON ENTERPRISE INC
19.78%
Shares90.7K
Event2026-03-31
Filed2026-05-15
FIX
COMFORT SYS USA INC
-0.03%
Shares26.0K
Event2026-03-31
Filed2026-05-15
KRNT
KORNIT DIGITAL LTD
-10.55%
Shares2.3M
Event2026-03-31
Filed2026-05-15
LTH
LIFE TIME GROUP HOLDINGS INC
-27.66%
Shares1.2M
Event2026-03-31
Filed2026-05-15
TTMI
TTM TECHNOLOGIES INC
32.36%
Shares327.4K
Event2026-03-31
Filed2026-05-15
FIGR
FIGURE TECHNOLOGY SOLUTIO
40.55%
Shares935.4K
Event2026-03-31
Filed2026-05-15
MGNI
MAGNITE INC
-18.05%
Shares2.6M
Event2026-03-31
Filed2026-05-15
QXO
QXO INC
88.78%
Shares1.5M
Event2026-03-31
Filed2026-05-15
SMTC
SEMTECH CORP
-11.38%
Shares370.6K
Event2026-03-31
Filed2026-05-15
CAVA
CAVA GROUP INC
31.67%
Shares303.9K
Event2026-03-31
Filed2026-05-15
RMBS
RAMBUS INC DEL
5.55%
Shares280.2K
Event2026-03-31
Filed2026-05-15
SRAD
SPORTRADAR GROUP AG
-13.82%
Shares1.4M
Event2026-03-31
Filed2026-05-15
CLBT
CELLEBRITE DI LTD
-43.09%
Shares1.7M
Event2026-03-31
Filed2026-05-15
GENI
GENIUS SPORTS LIMITED
-31.45%
Shares5.4M
Event2026-03-31
Filed2026-05-15
SIBN
SI BONE INC
97.59%
Shares1.7M
Event2026-03-31
Filed2026-05-15
SIMO
SILICON MOTION TECHNOLOGY CO
-14.79%
Shares195.3K
Event2026-03-31
Filed2026-05-15
YORK SPACE SYSTEMS INC
YORK SPACE SYSTEMS INC
New
Shares967.6K
Event2026-03-31
Filed2026-05-15
RBC
RBC BEARINGS INC
-21.05%
Shares38.5K
Event2026-03-31
Filed2026-05-15
MTRN
MATERION CORP
4.52%
Shares144.5K
Event2026-03-31
Filed2026-05-15
APPS
DIGITAL TURBINE INC
12.02%
Shares7.1M
Event2026-03-31
Filed2026-05-15
CWST
CASELLA WASTE SYS INC
-2.89%
Shares250.3K
Event2026-03-31
Filed2026-05-15
GTES
GATES INDL CORP PLC
-7.20%
Shares774.6K
Event2026-03-31
Filed2026-05-15
GLBE
GLOBAL E ONLINE LTD
-54.11%
Shares547.0K
Event2026-03-31
Filed2026-05-15
ARLO
ARLO TECHNOLOGIES INC
245.61%
Shares1.2M
Event2026-03-31
Filed2026-05-15
ZETA
ZETA GLOBAL HOLDINGS CORP
-60.86%
Shares1.0M
Event2026-03-31
Filed2026-05-15
TCBI
TEXAS CAP BANCSHARES INC
-3.93%
Shares171.4K
Event2026-03-31
Filed2026-05-15
AMRC
AMERESCO INC
-25.70%
Shares630.1K
Event2026-03-31
Filed2026-05-15
LEU
CENTRUS ENERGY CORP
19.21%
Shares89.7K
Event2026-03-31
Filed2026-05-15
KIDS
ORTHOPEDIATRICS CORP
35.06%
Shares896.7K
Event2026-03-31
Filed2026-05-15
STRL
STERLING INFRASTRUCTURE INC
-41.96%
Shares34.3K
Event2026-03-31
Filed2026-05-15
SN
SHARKNINJA INC
16.72%
Shares131.7K
Event2026-03-31
Filed2026-05-15
COMP
COMPASS INC
-39.89%
Shares1.9M
Event2026-03-31
Filed2026-05-15
BLFS
BIOLIFE SOLUTIONS INC
49.69%
Shares722.1K
Event2026-03-31
Filed2026-05-15
ALHC
ALIGNMENT HEALTHCARE INC
4.14%
Shares780.5K
Event2026-03-31
Filed2026-05-15
UMAC
UNUSUAL MACHS INC
-11.96%
Shares1.0M
Event2026-03-31
Filed2026-05-15
AIP
ARTERIS INC
201.01%
Shares713.1K
Event2026-03-31
Filed2026-05-15
FWRG
FIRST WATCH RESTAURANT GROUP
-25.03%
Shares1.1M
Event2026-03-31
Filed2026-05-15
DAVE INC
DAVE INC
3325.54%
Shares65.5K
Event2026-03-31
Filed2026-05-15
IRTC
IRHYTHM HOLDINGS INC
567.89%
Shares96.0K
Event2026-03-31
Filed2026-05-15
STOK
STOKE THERAPEUTICS INC
75.34%
Shares335.6K
Event2026-03-31
Filed2026-05-15
VKTX
VIKING THERAPEUTICS INC
41.01%
Shares332.2K
Event2026-03-31
Filed2026-05-15
TOST
TOAST INC
-61.52%
Shares399.1K
Event2026-03-31
Filed2026-05-15
LASR
NLIGHT INC
New
Shares185.3K
Event2026-03-31
Filed2026-05-15
RGEN
REPLIGEN CORP
20.76%
Shares87.0K
Event2026-03-31
Filed2026-05-15
HQY
HEALTHEQUITY INC
34.15%
Shares122.1K
Event2026-03-31
Filed2026-05-15
CELC
CELCUITY INC
2.07%
Shares88.8K
Event2026-03-31
Filed2026-05-15
STEP
STEPSTONE GROUP INC
-26.70%
Shares211.6K
Event2026-03-31
Filed2026-05-15
KINIKSA PHARMACEUTICALS INTL
KINIKSA PHARMACEUTICALS INTL
-33.82%
Shares209.3K
Event2026-03-31
Filed2026-05-15
UTI
UNIVERSAL TECHNICAL INST INC
-44.82%
Shares242.4K
Event2026-03-31
Filed2026-05-15
CHYM
CHIME FINL INC
285.43%
Shares446.2K
Event2026-03-31
Filed2026-05-15
PHR
PHREESIA INC
-58.84%
Shares987.6K
Event2026-03-31
Filed2026-05-15
ENVX
ENOVIX CORPORATION
-19.09%
Shares1.6M
Event2026-03-31
Filed2026-05-15
JBTM
JBT MAREL CORPORATION
1.88%
Shares63.2K
Event2026-03-31
Filed2026-05-15
SRRK
SCHOLAR ROCK HLDG CORP
1.66%
Shares156.3K
Event2026-03-31
Filed2026-05-15
ACHR
ARCHER AVIATION INC
-13.57%
Shares1.5M
Event2026-03-31
Filed2026-05-15
BBIO
BRIDGEBIO PHARMA INC
1.09%
Shares102.9K
Event2026-03-31
Filed2026-05-15
LPTH
LIGHTPATH TECHNOLOGIES INC
14.88%
Shares753.6K
Event2026-03-31
Filed2026-05-15
AVAV
AEROVIRONMENT INC
New
Shares40.7K
Event2026-03-31
Filed2026-05-15
SNDX
SYNDAX PHARMACEUTICALS INC
-16.49%
Shares306.3K
Event2026-03-31
Filed2026-05-15
MEC
MAYVILLE ENGR CO INC
44.71%
Shares387.5K
Event2026-03-31
Filed2026-05-15
CHEF
CHEFS WHSE INC
66.51%
Shares114.6K
Event2026-03-31
Filed2026-05-15
ALGM
ALLEGRO MICROSYSTEMS INC
139.27%
Shares215.0K
Event2026-03-31
Filed2026-05-15
RYTM
RHYTHM PHARMACEUTICALS INC
45.38%
Shares77.7K
Event2026-03-31
Filed2026-05-15
IMNM
IMMUNOME INC
-29.44%
Shares307.0K
Event2026-03-31
Filed2026-05-15
MP
MP MATERIALS CORP
7.97%
Shares138.7K
Event2026-03-31
Filed2026-05-15
LIND
LINDBLAD EXPEDITIONS HLDGS I
11.52%
Shares385.4K
Event2026-03-31
Filed2026-05-15
VECO
VEECO INSTRS INC DEL
-13.68%
Shares192.7K
Event2026-03-31
Filed2026-05-15
WSC
WILLSCOT HLDGS CORP
26.16%
Shares375.8K
Event2026-03-31
Filed2026-05-15
CSGP
COSTAR GROUP INC
75.19%
Shares161.0K
Event2026-03-31
Filed2026-05-15
ETHOS TECHNOLOGIES INC
ETHOS TECHNOLOGIES INC
New
Shares580.6K
Event2026-03-31
Filed2026-05-15
BETA TECHNOLOGIES INC
BETA TECHNOLOGIES INC
-1.46%
Shares432.0K
Event2026-03-31
Filed2026-05-15
EWTX
EDGEWISE THERAPEUTICS INC
-13.54%
Shares200.8K
Event2026-03-31
Filed2026-05-15
APGE
APOGEE THERAPEUTICS INC
-20.73%
Shares75.1K
Event2026-03-31
Filed2026-05-15
ZYMEWORKS INC
ZYMEWORKS INC
11.75%
Shares250.8K
Event2026-03-31
Filed2026-05-15
WGS
GENEDX HOLDINGS CORP
212.54%
Shares96.6K
Event2026-03-31
Filed2026-05-15
FROG
JFROG LTD
-13.60%
Shares130.1K
Event2026-03-31
Filed2026-05-15
OWLET INC
OWLET INC
72.79%
Shares1.2M
Event2026-03-31
Filed2026-05-15
XENE
XENON PHARMACEUTICALS INC
12.61%
Shares104.5K
Event2026-03-31
Filed2026-05-15
IMVT
IMMUNOVANT INC
6.19%
Shares244.4K
Event2026-03-31
Filed2026-05-15
CCOI
COGENT COMM HOLDINGS INC
46.27%
Shares317.4K
Event2026-03-31
Filed2026-05-15
NTNX
NUTANIX INC
2.84%
Shares156.3K
Event2026-03-31
Filed2026-05-15
MODG
CALLAWAY GOLF CO
New
Shares422.9K
Event2026-03-31
Filed2026-05-15
LSCC
LATTICE SEMICONDUCTOR CORP
6.10%
Shares63.1K
Event2026-03-31
Filed2026-05-15
RDNT
RADNET INC
New
Shares104.3K
Event2026-03-31
Filed2026-05-15
NPKI
NPK INTERNATIONAL INC
-30.80%
Shares401.7K
Event2026-03-31
Filed2026-05-15
KNSL
KINSALE CAP GROUP INC
-16.10%
Shares16.5K
Event2026-03-31
Filed2026-05-15
CECO
CECO ENVIRONMENTAL CORP
-14.84%
Shares92.7K
Event2026-03-31
Filed2026-05-15
FN
FABRINET
-12.17%
Shares10.4K
Event2026-03-31
Filed2026-05-15
XERS
XERIS BIOPHARMA HOLDINGS INC
-24.65%
Shares921.9K
Event2026-03-31
Filed2026-05-15
MEG
MONTROSE ENVIRONMENTAL GROUP
21.31%
Shares241.8K
Event2026-03-31
Filed2026-05-15
CRDO
CREDO TECHNOLOGY GROUP HOLDI
-38.87%
Shares56.1K
Event2026-03-31
Filed2026-05-15
TSEM
TOWER SEMICONDUCTOR LTD
-47.35%
Shares29.9K
Event2026-03-31
Filed2026-05-15
BOOT
BOOT BARN HLDGS INC
-10.23%
Shares35.5K
Event2026-03-31
Filed2026-05-15
LGND
LIGAND PHARMACEUTICALS INC
-7.24%
Shares24.2K
Event2026-03-31
Filed2026-05-15
CYTK
CYTOKINETICS INC
-11.76%
Shares72.5K
Event2026-03-31
Filed2026-05-15
RGTI
RIGETTI COMPUTING INC
47.69%
Shares326.7K
Event2026-03-31
Filed2026-05-15
NUVL
NUVALENT INC
6.94%
Shares43.0K
Event2026-03-31
Filed2026-05-15
CRVL
CORVEL CORP
36.16%
Shares79.9K
Event2026-03-31
Filed2026-05-15
MASS
908 DEVICES INC
662.63%
Shares695.1K
Event2026-03-31
Filed2026-05-15
IONQ
IONQ INC
36.82%
Shares146.0K
Event2026-03-31
Filed2026-05-15
RVMD
REVOLUTION MEDICINES INC
-57.08%
Shares42.6K
Event2026-03-31
Filed2026-05-15
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
11.24%
Shares220.6K
Event2026-03-31
Filed2026-05-15
CORZ
CORE SCIENTIFIC INC NEW
-22.32%
Shares272.6K
Event2026-03-31
Filed2026-05-15
ALKT
ALKAMI TECHNOLOGY INC
-4.67%
Shares252.9K
Event2026-03-31
Filed2026-05-15
DSGX
DESCARTES SYS GROUP INC
66.24%
Shares55.3K
Event2026-03-31
Filed2026-05-15
TSHA
TAYSHA GENE THERAPIES INC
25.47%
Shares883.2K
Event2026-03-31
Filed2026-05-15
SOLENO THERAPEUTICS INC
SOLENO THERAPEUTICS INC
-16.55%
Shares114.8K
Event2026-03-31
Filed2026-05-15
EYPT
EYEPOINT INC
-18.97%
Shares297.1K
Event2026-03-31
Filed2026-05-15
ANAB
ANAPTYSBIO INC
-47.41%
Shares66.2K
Event2026-03-31
Filed2026-05-15
ROG
ROGERS CORP
New
Shares32.9K
Event2026-03-31
Filed2026-05-15
NVMI
NOVA LTD
-42.07%
Shares8.0K
Event2026-03-31
Filed2026-05-15
CARDINAL INFRASTRUCTURE GROU
CARDINAL INFRASTRUCTURE GROU
New
Shares82.5K
Event2026-03-31
Filed2026-05-15
OKTA
OKTA INC
-16.90%
Shares40.8K
Event2026-03-31
Filed2026-05-15
VIAV
VIAVI SOLUTIONS INC
New
Shares95.8K
Event2026-03-31
Filed2026-05-15
NTSK
NETSKOPE INC
81.55%
Shares367.6K
Event2026-03-31
Filed2026-05-15
BWXT
BWX TECHNOLOGIES INC
-15.28%
Shares14.7K
Event2026-03-31
Filed2026-05-15
DOCN
DIGITALOCEAN HLDGS INC
New
Shares33.7K
Event2026-03-31
Filed2026-05-15
PTGX
PROTAGONIST THERAPEUTICS INC
New
Shares27.4K
Event2026-03-31
Filed2026-05-15
AGYS
AGILYSYS INC
-11.26%
Shares37.5K
Event2026-03-31
Filed2026-05-15
GNRC
GENERAC HLDGS INC
New
Shares13.2K
Event2026-03-31
Filed2026-05-15
GRAL
GRAIL INC
-1.74%
Shares49.6K
Event2026-03-31
Filed2026-05-15
BBNX
BETA BIONICS INC
104.91%
Shares248.4K
Event2026-03-31
Filed2026-05-15
NEOG
NEOGEN CORP
New
Shares250.0K
Event2026-03-31
Filed2026-05-15
BRIDGEBIO ONCOLOGY THERAPEUT
BRIDGEBIO ONCOLOGY THERAPEUT
New
Shares231.0K
Event2026-03-31
Filed2026-05-15
EXLS
EXLSERVICE HLDGS INC
30.87%
Shares63.1K
Event2026-03-31
Filed2026-05-15
CYRX
CRYOPORT INC
474.97%
Shares231.1K
Event2026-03-31
Filed2026-05-15
UAMY
UNITED STATES ANTIMONY CORP
-54.45%
Shares218.2K
Event2026-03-31
Filed2026-05-15
WRBY
WARBY PARKER INC
New
Shares81.9K
Event2026-03-31
Filed2026-05-15
ELVA
ELECTROVAYA INC
2.68%
Shares200.2K
Event2026-03-31
Filed2026-05-15
SG
SWEETGREEN INC
New
Shares283.6K
Event2026-03-31
Filed2026-05-15
RCAT
RED CAT HLDGS INC
-17.33%
Shares109.6K
Event2026-03-31
Filed2026-05-15
AZTA
AZENTA INC
-79.97%
Shares41.0K
Event2026-03-31
Filed2026-05-15
CEVA
CEVA INC
49.29%
Shares30.3K
Event2026-03-31
Filed2026-05-15
IRMD
IRADIMED CORP
0.16%
Shares4.9K
Event2026-03-31
Filed2026-05-15
TRNS
TRANSCAT INC
-96.90%
Shares5.9K
Event2026-03-31
Filed2026-05-15
ADTRAN HOLDINGS INC
ADTRAN HOLDINGS INC
-43.87%
Shares30.8K
Event2026-03-31
Filed2026-05-15
SSSS
SURO CAPITAL CORP
0.00%
Shares21.5K
Event2026-03-31
Filed2026-05-15
TGEN
TECOGEN INC NEW
-50.23%
Shares88.5K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Granahan Investment Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo