The Analysis of Granahan Investment Management, LLC's Holdings


Currently, Granahan Investment Management, LLC holds 146 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in CLBT (+2.4M shares, valued at $44.7M), PRCH (+2.0M shares, valued at $32.8M), FTAI (+142.5K shares, valued at $23.8M); decreased their positions in MRX (-1.0M shares, valued at $34.4M), SMTC (-350.1K shares, valued at $25.0M), INSM (-102.5K shares, valued at $14.8M); initiated new positions in FIGR (+458.6K shares, valued at $16.7M), ALKT (+270.2K shares, valued at $6.7M), LITE (+32.9K shares, valued at $5.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PRCH PORCH GROUP INC11.6M shares20.30%2025-11-282025-12-05history
GENI GENIUS SPORTS LIMITED8.0M shares-4.31%2025-09-302025-11-14history
ODD ODDITY TECH LTD1.5M shares11.15%2025-09-302025-11-14history
MGNI MAGNITE INC3.9M shares6.32%2025-09-302025-11-14history
VCTR VICTORY CAP HLDGS INC1.2M shares0.27%2025-09-302025-11-14history
FIX COMFORT SYS USA INC92.8K shares35.21%2025-09-302025-11-14history
INDI INDIE SEMICONDUCTOR INC17.5M shares-10.33%2025-09-302025-11-14history
CRS CARPENTER TECHNOLOGY CORP269.4K shares16.30%2025-09-302025-11-14history
Sponsored
AXON AXON ENTERPRISE INC77.5K shares-7.40%2025-09-302025-11-14history
LEU CENTRUS ENERGY CORP168.7K shares-18.41%2025-09-302025-11-14history
SRAD SPORTRADAR GROUP AG1.9M shares-17.61%2025-09-302025-11-14history
CLBT CELLEBRITE DI LTD2.6M shares1108.47%2025-09-302025-11-14history
LTH LIFE TIME GROUP HOLDINGS INC1.7M shares1.38%2025-09-302025-11-14history
SMTC SEMTECH CORP641.5K shares-35.31%2025-09-302025-11-14history
TOST TOAST INC1.2M shares-23.24%2025-09-302025-11-14history
FTAI FTAI AVIATION LTD267.4K shares114.08%2025-09-302025-11-14history
Sponsored
GLBE GLOBAL E ONLINE LTD1.2M shares30.84%2025-09-302025-11-14history
SPSC SPS COMM INC396.8K shares6.54%2025-09-302025-11-14history
KRUS KURA SUSHI USA INC671.0K shares125.43%2025-09-302025-11-14history
COMP COMPASS INC4.8M shares7.78%2025-09-302025-11-14history
APPS DIGITAL TURBINE INC5.7M shares77.20%2025-09-302025-11-14history
MRX MAREX GROUP PLC1.1M shares-49.21%2025-09-302025-11-14history
PHR PHREESIA INC1.4M shares5.97%2025-09-302025-11-14history
NXT NEXTRACKER INC415.2K shares219.84%2025-09-302025-11-14history
Sponsored
AMRC AMERESCO INC890.1K shares108.35%2025-09-302025-11-14history
CWST CASELLA WASTE SYS INC314.3K shares0.62%2025-09-302025-11-14history
ACHR ARCHER AVIATION INC2.9M shares-9.33%2025-09-302025-11-14history
MOD MODINE MFG CO186.9K shares76.16%2025-09-302025-11-14history
KRNT KORNIT DIGITAL LTD2.0M shares6.87%2025-09-302025-11-14history
FWRG FIRST WATCH RESTAURANT GROUP1.7M shares1.23%2025-09-302025-11-14history
STEP STEPSTONE GROUP INC381.5K shares176.50%2025-09-302025-11-14history
RMBS RAMBUS INC DEL238.4K shares83.30%2025-09-302025-11-14history
Sponsored
ZETA ZETA GLOBAL HOLDINGS CORP1.2M shares65.31%2025-09-302025-11-14history
CSGP COSTAR GROUP INC270.2K shares-10.22%2025-09-302025-11-14history
DSGX DESCARTES SYS GROUP INC215.9K shares-39.27%2025-09-302025-11-14history
SIMO SILICON MOTION TECHNOLOGY CO207.8K shares59.70%2025-09-302025-11-14history
RBC RBC BEARINGS INC45.9K shares-26.03%2025-09-302025-11-14history
ENVX ENOVIX CORPORATION1.7M shares17.46%2025-09-302025-11-14history
GTES GATES INDL CORP PLC682.3K shares-26.49%2025-09-302025-11-14history
TRNS TRANSCAT INC228.6K shares-0.02%2025-09-302025-11-14history
Sponsored
FIGR FIGURE TECHNOLOGY SOLUTIO458.6K sharesnew addition2025-09-302025-11-14history
STKL SUNOPTA INC2.7M shares-25.17%2025-09-302025-11-14history
EXAS EXACT SCIENCES CORP281.9K shares-12.59%2025-09-302025-11-14history
SIBN SI-BONE INC1.0M shares-17.77%2025-09-302025-11-14history
FOUR SHIFT4 PMTS INC196.8K shares-23.44%2025-09-302025-11-14history
TCBI TEXAS CAP BANCSHARES INC169.8K shares-6.68%2025-09-302025-11-14history
KIDS ORTHOPEDIATRICS CORP760.0K shares-21.40%2025-09-302025-11-14history
ELF E L F BEAUTY INC98.8K shares12.16%2025-09-302025-11-14history
Sponsored
TSEM TOWER SEMICONDUCTOR LTD178.2K shares42.57%2025-09-302025-11-14history
NTNX NUTANIX INC173.1K shares-10.33%2025-09-302025-11-14history
BELFB BEL FUSE INC87.3K shares-19.83%2025-09-302025-11-14history
CRDO CREDO TECHNOLOGY GROUP HOLDI83.9K shares93.59%2025-09-302025-11-14history
CECO CECO ENVIRONMENTAL CORP234.7K shares-33.34%2025-09-302025-11-14history
QXO QXO INC620.8K shares1.30%2025-09-302025-11-14history
MTRN MATERION CORP94.3K shares-22.09%2025-09-302025-11-14history
HUBS HUBSPOT INC24.1K shares-35.58%2025-09-302025-11-14history
Sponsored
KNSA KINIKSA PHARMACEUTICALS INTL283.6K shares-8.82%2025-09-302025-11-14history
ALHC ALIGNMENT HEALTHCARE INC580.7K shares-22.27%2025-09-302025-11-14history
BLFS BIOLIFE SOLUTIONS INC392.1K shares-39.04%2025-09-302025-11-14history
AGYS AGILYSYS INC94.2K shares288.52%2025-09-302025-11-14history
NCLH NORWEGIAN CRUISE LINE HLDG L401.8K shares-33.09%2025-09-302025-11-14history
OKTA OKTA INC105.4K shares45.51%2025-09-302025-11-14history
ONTO ONTO INNOVATION INC74.1K shares119.57%2025-09-302025-11-14history
VRNS VARONIS SYS INC164.1K shares12.06%2025-09-302025-11-14history
Sponsored
RGEN REPLIGEN CORP69.9K shares-48.26%2025-09-302025-11-14history
LENZ LENZ THERAPEUTICS INC191.4K shares4.44%2025-09-302025-11-14history
JBTM JBT MAREL CORPORATION63.4K shares-21.35%2025-09-302025-11-14history
VECO VEECO INSTRS INC DEL292.2K shares-23.75%2025-09-302025-11-14history
SN SHARKNINJA INC85.6K shares-3.18%2025-09-302025-11-14history
KVYO KLAVIYO INC310.9K shares-35.20%2025-09-302025-11-14history
BBIO BRIDGEBIO PHARMA INC161.3K shares95.04%2025-09-302025-11-14history
CVLT COMMVAULT SYS INC41.9K shares287.95%2025-09-302025-11-14history
Sponsored
FROG JFROG LTD164.5K shares-30.65%2025-09-302025-11-14history
SLNO SOLENO THERAPEUTICS INC109.3K shares82.16%2025-09-302025-11-14history
EXLS EXLSERVICE HOLDINGS INC166.0K shares92.05%2025-09-302025-11-14history
VERX VERTEX INC289.3K shares431.54%2025-09-302025-11-14history
ALKT ALKAMI TECHNOLOGY INC270.2K sharesnew addition2025-09-302025-11-14history
KNSL KINSALE CAP GROUP INC15.6K shares3.10%2025-09-302025-11-14history
ACVA ACV AUCTIONS INC651.3K shares-58.49%2025-09-302025-11-14history
AIP ARTERIS INC621.6K shares725.71%2025-09-302025-11-14history
Sponsored
MRUS MERUS N V66.2K shares-17.88%2025-09-302025-11-14history
RCUS ARCUS BIOSCIENCES INC455.6K shares-7.14%2025-09-302025-11-14history
SNDX SYNDAX PHARMACEUTICALS INC396.3K shares-60.02%2025-09-302025-11-14history
BOOT BOOT BARN HLDGS INC36.7K shares43.79%2025-09-302025-11-14history
STOK STOKE THERAPEUTICS INC253.9K shares-52.31%2025-09-302025-11-14history
NTLA INTELLIA THERAPEUTICS INC342.6K shares-62.50%2025-09-302025-11-14history
ZYME ZYMEWORKS INC345.3K shares-9.31%2025-09-302025-11-14history
NPKI NPK INTERNATIONAL INC499.9K shares-23.96%2025-09-302025-11-14history
Sponsored
RVMD REVOLUTION MEDICINES INC118.7K shares-2.54%2025-09-302025-11-14history
EWTX EDGEWISE THERAPEUTICS INC339.6K shares-16.24%2025-09-302025-11-14history
ADTN ADTRAN HOLDINGS INC582.5K shares190.78%2025-09-302025-11-14history
LITE LUMENTUM HLDGS INC32.9K sharesnew addition2025-09-302025-11-14history
APGE APOGEE THERAPEUTICS INC132.4K shares0.96%2025-09-302025-11-14history
CERT CERTARA INC426.0K shares5.17%2025-09-302025-11-14history
POWL POWELL INDS INC16.8K shares-62.08%2025-09-302025-11-14history
NVMI NOVA LTD15.7K shares-42.92%2025-09-302025-11-14history
Sponsored
RYTM RHYTHM PHARMACEUTICALS INC49.7K shares20.78%2025-09-302025-11-14history
IMNM IMMUNOME INC426.2K shares8.52%2025-09-302025-11-14history
VKTX VIKING THERAPEUTICS INC189.5K shares-37.88%2025-09-302025-11-14history
EYPT EYEPOINT PHARMACEUTICALS INC347.9K shares2.03%2025-09-302025-11-14history
SRRK SCHOLAR ROCK HLDG CORP129.9K shares77.05%2025-09-302025-11-14history
MEC MAYVILLE ENGR CO INC349.3K shares-29.91%2025-09-302025-11-14history
GRBK GREEN BRICK PARTNERS INC61.9K shares-40.68%2025-09-302025-11-14history
ANAB ANAPTYSBIO INC147.8K shares12.24%2025-09-302025-11-14history
Sponsored
LGND LIGAND PHARMACEUTICALS INC25.0K sharesnew addition2025-09-302025-11-14history
OWLT OWLET INC509.9K shares135.92%2025-09-302025-11-14history
IMVT IMMUNOVANT INC266.2K shares24.93%2025-09-302025-11-14history
WSC WILLSCOT HLDGS CORP200.4K shares-60.03%2025-09-302025-11-14history
MODG TOPGOLF CALLAWAY BRANDS CORP440.9K shares-20.78%2025-09-302025-11-14history
CCOI COGENT COMMUNICATIONS HLDGS109.0K shares-51.45%2025-09-302025-11-14history
UTI UNIVERSAL TECHNICAL INST INC124.2K shares107.68%2025-09-302025-11-14history
CFLT CONFLUENT INC191.5K shares-40.91%2025-09-302025-11-14history
Sponsored
TSHA TAYSHA GENE THERAPIES INC1.1M shares16.50%2025-09-302025-11-14history
CIEN CIENA CORP24.6K shares-69.47%2025-09-302025-11-14history
XENE XENON PHARMACEUTICALS INC87.5K shares-63.56%2025-09-302025-11-14history
NTRA NATERA INC20.4K shares5.41%2025-09-302025-11-14history
ARLO ARLO TECHNOLOGIES INC192.9K sharesnew addition2025-09-302025-11-14history
CYTK CYTOKINETICS INC53.5K sharesnew addition2025-09-302025-11-14history
XERS XERIS BIOPHARMA HOLDINGS INC350.2K sharesnew addition2025-09-302025-11-14history
CRVL CORVEL CORP35.2K shares-19.89%2025-09-302025-11-14history
Sponsored
IDCC INTERDIGITAL INC7.5K shares-31.07%2025-09-302025-11-14history
IRTC IRHYTHM TECHNOLOGIES INC14.9K shares17.97%2025-09-302025-11-14history
WGS GENEDX HOLDINGS CORP23.7K shares105.27%2025-09-302025-11-14history
LSCC LATTICE SEMICONDUCTOR CORP34.8K shares-69.30%2025-09-302025-11-14history
MEG MONTROSE ENVIRONMENTAL GROUP90.7K sharesnew addition2025-09-302025-11-14history
CELC CELCUITY INC49.3K sharesnew addition2025-09-302025-11-14history
LIND LINDBLAD EXPEDITIONS HLDGS I187.8K shares17.28%2025-09-302025-11-14history
DAVE DAVE INC12.0K sharesnew addition2025-09-302025-11-14history
Sponsored
NEXN NEXXEN INTL LTD241.7K sharesnew addition2025-09-302025-11-14history
NTSK NETSKOPE INC97.1K sharesnew addition2025-09-302025-11-14history
BWXT BWX TECHNOLOGIES INC10.5K sharesnew addition2025-09-302025-11-14history
INSM INSMED INC13.4K shares-88.44%2025-09-302025-11-14history
WEAV WEAVE COMMUNICATIONS INC264.4K shares11.86%2025-09-302025-11-14history
SG SWEETGREEN INC214.4K shares-82.27%2025-09-302025-11-14history
BBNX BETA BIONICS INC85.7K sharesnew addition2025-09-302025-11-14history
OPRX OPTIMIZERX CORP71.0K sharesnew addition2025-09-302025-11-14history
Sponsored
SLAB SILICON LABORATORIES INC9.8K shares-43.77%2025-09-302025-11-14history
TGEN TECOGEN INC NEW112.3K sharesnew addition2025-09-302025-11-14history
MASS 908 DEVICES INC64.3K sharesnew addition2025-09-302025-11-14history
IRMD IRADIMED CORP6.6K shares-11.87%2025-09-302025-11-14history
CEVA CEVA INC17.7K shares-32.37%2025-09-302025-11-14history
SSSS SURO CAPITAL CORP34.6K shares0.00%2025-09-302025-11-14history
CHEF CHEFS WHSE INC5.1K sharesnew addition2025-09-302025-11-14history
AZTA AZENTA INC9.7K shares20.02%2025-09-302025-11-14history
Sponsored
HBIO HARVARD BIOSCIENCE INC603.5K shares-59.81%2025-09-302025-11-14history
SHLS SHOALS TECHNOLOGIES GROUP IN14.1K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available