Granahan Investment Management
WALTHAM, MAfiles as Granahan Investment Management, LLC
$2.8bn in 150 US stocks at the end of 30 June 2026. The top 10 are 34.0% of the money. It changed about 25.8% of the portfolio this quarter.
Value
$2.8bn
Stocks
150
Top 10 share
34.0%
Turnover
25.8%
What changed this quarter
New
Bought for the first time this quarter.
- Twist BioscienceTWST1.2% of the fund
- QuantinuumQNT0.7% of the fund
- ArxisARXS0.4% of the fund
- Dyne TherapeuticsDYN0.3% of the fund
- AnterixATEX0.3% of the fund
- Spyre TherapeuticsSYRE0.3% of the fund
- Guidewire SoftwareGWRE0.3% of the fund
- Karman HoldingsKRMN0.3% of the fund
- Evolv Technologies HoldingsEVLV0.3% of the fund
- Shift4 PaymentsFOUR0.2% of the fund
- Green Brick PartnersGRBK0.2% of the fund
- Mama's CreationsMAMA0.2% of the fund
- Advanced Energy IndustriesAEIS0.2% of the fund
- Oruka TherapeuticsORKA0.2% of the fund
- First Tracks BiotherapeuticsTRAX0.2% of the fund
- FreshpetFRPT0.1% of the fund
- SilicomSILC0.1% of the fund
- Lumexa Imaging HoldingsLMRI0.1% of the fund
- Spire GlobalSPIR0.1% of the fund
- Strata Critical MedicalSRTA<0.1% of the fund
- Enphase EnergyENPH<0.1% of the fund
- Trivago N VTRVG<0.1% of the fund
Added
Bought more of a stock they already held.
- Silicon Motion TechnologySIMO5.3% of the fund+128%
- Marex GroupMRX2.7% of the fund+3%
- NextpowerNXT2.1% of the fund+17%
- MagniteMGNI2.1% of the fund+21%
- Axon EnterpriseAXON1.9% of the fund+7%
- Ligand PharmaceuticalsLGND1.7% of the fund+509%
- Kura Sushi USAKRUS1.6% of the fund+32%
- RepligenRGEN1.6% of the fund+282%
- Genius SportsGENI1.5% of the fund+30%
- Casella Waste SystemsCWST1.5% of the fund+74%
- QXOQXO1.4% of the fund+54%
- Generac HoldingsGNRC1.3% of the fund+830%
- Zeta Global HoldingsZETA1.2% of the fund+72%
- DaveDAVE1.1% of the fund+30%
- Si-BoneSIBN1.1% of the fund+11%
- JFrogFROG1.0% of the fund+130%
- Gates IndustrialGTES0.8% of the fund+9%
- Global-E OnlineGLBE0.8% of the fund+16%
- GrailGRAL0.8% of the fund+547%
- OrthopediatricsKIDS0.7% of the fund+21%
- Descartes Systems GroupDSGX0.7% of the fund+438%
- ToastTOST0.7% of the fund+72%
- Texas Capital BancsharesTCBI0.7% of the fund+7%
- CelcuityCELC0.7% of the fund+102%
- First Watch Restaurant GroupFWRG0.6% of the fund+25%
Cut
Sold some of their stake.
- Porch GroupPRCH6.6% of the fund-2%
- Forgent Power SolutionsFPS3.6% of the fund-13%
- indie SemiconductorINDI3.1% of the fund-4%
- Victory Capital HoldingsVCTR3.0% of the fund-7%
- FTAI AviationFTAI2.8% of the fund-14%
- Modine ManufacturingMOD2.5% of the fund-30%
- Carpenter TechnologyCRS2.1% of the fund-60%
- Onto InnovationONTO1.9% of the fund-29%
- TTM TechnologiesTTMI1.8% of the fund-18%
- Digital TurbineAPPS1.6% of the fund-51%
- Life Time Group HoldingsLTH1.6% of the fund-10%
- Kornit DigitalKRNT1.2% of the fund-8%
- Figure Technology SolutionsFIGR0.9% of the fund-10%
- Cellebrite DICLBT0.9% of the fund-5%
- RBC BearingsRBC0.8% of the fund-12%
- Cava GroupCAVA0.7% of the fund-13%
- MaterionMTRN0.7% of the fund-52%
- SharkNinjaSN0.7% of the fund-6%
- Unusual MachinesUMAC0.7% of the fund-18%
- Biolife SolutionsBLFS0.5% of the fund-28%
- Arlo TechnologiesARLO0.5% of the fund-12%
- Allegro MicrosystemsALGM0.5% of the fund-14%
- Mayville Engineering CompanyMEC0.4% of the fund-16%
- York Space SystemsYSS0.4% of the fund-52%
- iRhythm HoldingsIRTC0.4% of the fund-13%
Sold out
Sold their entire stake.
- Comfort Systems USAFIX-100%
- SemtechSMTC-100%
- Sportradar Group AGSRAD-100%
- Sterling InfrastructureSTRL-100%
- CompassCOMP-100%
- StepStone GroupSTEP-100%
- PhreesiaPHR-100%
- Costar GroupCSGP-100%
- Ethos TechnologiesLIFE-100%
- GeneDx HoldingsWGS-100%
- FabrinetFN-100%
- Credo Technology Group HoldingCRDO-100%
- Tower SemiconductorTSEM-100%
- Nuvalent-100%
- IonQIONQ-100%
- Revolution MedicinesRVMD-100%
- Soleno Therapeutics-100%
- NeogenNEOG-100%
- Red Cat HoldingsRCAT-100%
- AzentaAZTA-100%
- TecogenTGEN-100%
Holdings
- Silicon Motion TechnologySIMO
- Share
- 5.3%
- Value
- $149m
- Shares
- 445,752
+128%
- Descartes Systems GroupDSGX
- Share
- 0.7%
- Value
- $21m
- Shares
- 297,257
+438%
- QuantinuumQNT
- Share
- 0.7%
- Value
- $19m
- Shares
- 233,540
New
- ArxisARXS
- Share
- 0.4%
- Value
- $11m
- Shares
- 241,183
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Porch GroupPRCH | 6.6% | $186m | 12,393,660 | -2% |
| Silicon Motion TechnologySIMO | 5.3% | $149m | 445,752 | +128% |
| Forgent Power SolutionsFPS | 3.6% | $101m | 1,807,608 | -13% |
| indie SemiconductorINDI | 3.1% | $87m | 19,419,892 | -4% |
| Victory Capital HoldingsVCTR | 3.0% | $85m | 1,015,343 | -7% |
| FTAI AviationFTAI | 2.8% | $79m | 293,722 | -14% |
| Marex GroupMRX | 2.7% | $76m | 1,254,283 | +3% |
| Modine ManufacturingMOD | 2.5% | $70m | 263,572 | -30% |
| Carpenter TechnologyCRS | 2.1% | $60m | 96,981 | -60% |
| NextpowerNXT | 2.1% | $59m | 495,938 | +17% |
| MagniteMGNI | 2.1% | $59m | 3,083,211 | +21% |
| Axon EnterpriseAXON | 1.9% | $54m | 96,829 | +7% |
| Onto InnovationONTO | 1.9% | $54m | 141,568 | -29% |
| TTM TechnologiesTTMI | 1.8% | $50m | 269,330 | -18% |
| Ligand PharmaceuticalsLGND | 1.7% | $47m | 147,231 | +509% |
| Kura Sushi USAKRUS | 1.6% | $46m | 801,969 | +32% |
| RepligenRGEN | 1.6% | $45m | 332,271 | +282% |
| Digital TurbineAPPS | 1.6% | $45m | 3,494,200 | -51% |
| Life Time Group HoldingsLTH | 1.6% | $44m | 1,083,587 | -10% |
| Genius SportsGENI | 1.5% | $43m | 7,024,330 | +30% |
| Casella Waste SystemsCWST | 1.5% | $42m | 436,289 | +74% |
| QXOQXO | 1.4% | $40m | 2,327,662 | +54% |
| Generac HoldingsGNRC | 1.3% | $36m | 122,872 | +830% |
| Zeta Global HoldingsZETA | 1.2% | $35m | 1,758,212 | +72% |
| Kornit DigitalKRNT | 1.2% | $34m | 2,119,398 | -8% |
| Twist BioscienceTWST | 1.2% | $32m | 314,882 | New |
| DaveDAVE | 1.1% | $32m | 84,897 | +30% |
| Si-BoneSIBN | 1.1% | $32m | 1,931,182 | +11% |
| JFrogFROG | 1.0% | $27m | 299,683 | +130% |
| Figure Technology SolutionsFIGR | 0.9% | $26m | 842,306 | -10% |
| Cellebrite DICLBT | 0.9% | $24m | 1,661,163 | -5% |
| Gates IndustrialGTES | 0.8% | $24m | 843,441 | +9% |
| Global-E OnlineGLBE | 0.8% | $22m | 633,327 | +16% |
| GrailGRAL | 0.8% | $22m | 321,176 | +547% |
| RBC BearingsRBC | 0.8% | $22m | 34,017 | -12% |
| Cava GroupCAVA | 0.7% | $21m | 265,411 | -13% |
| OrthopediatricsKIDS | 0.7% | $21m | 1,085,964 | +21% |
| MaterionMTRN | 0.7% | $21m | 69,793 | -52% |
| Descartes Systems GroupDSGX | 0.7% | $21m | 297,257 | +438% |
| QuantinuumQNT | 0.7% | $19m | 233,540 | New |
| ToastTOST | 0.7% | $19m | 685,751 | +72% |
| Texas Capital BancsharesTCBI | 0.7% | $19m | 184,087 | +7% |
| SharkNinjaSN | 0.7% | $19m | 124,271 | -6% |
| CelcuityCELC | 0.7% | $19m | 179,053 | +102% |
| Unusual MachinesUMAC | 0.7% | $18m | 829,328 | -18% |
| First Watch Restaurant GroupFWRG | 0.6% | $18m | 1,363,852 | +25% |
| NutanixNTNX | 0.6% | $17m | 336,852 | +115% |
| NlightLASR | 0.6% | $16m | 236,991 | +28% |
| Veeco InstrumentsVECO | 0.6% | $16m | 204,837 | +6% |
| Stoke TherapeuticsSTOK | 0.5% | $15m | 461,608 | +38% |
| Biolife SolutionsBLFS | 0.5% | $15m | 521,430 | -28% |
| AeroVironmentAVAV | 0.5% | $14m | 86,783 | +113% |
| Arlo TechnologiesARLO | 0.5% | $14m | 1,025,050 | -12% |
| Allegro MicrosystemsALGM | 0.5% | $13m | 185,461 | -14% |
| Mayville Engineering CompanyMEC | 0.4% | $12m | 324,108 | -16% |
| Chime FinancialCHYM | 0.4% | $12m | 583,381 | +31% |
| York Space SystemsYSS | 0.4% | $12m | 468,190 | -52% |
| Alkami TechnologyALKT | 0.4% | $11m | 627,781 | +148% |
| ArxisARXS | 0.4% | $11m | 241,183 | New |
| DigitalOcean HoldingsDOCN | 0.4% | $11m | 70,354 | +109% |
| RadNetRDNT | 0.4% | $11m | 171,637 | +65% |
| JBT MarelJBTM | 0.4% | $10m | 72,356 | +14% |
| iRhythm HoldingsIRTC | 0.4% | $10m | 83,903 | -13% |
| AgilysysAGYS | 0.4% | $10m | 94,777 | +153% |
| Syndax PharmaceuticalsSNDX | 0.3% | $10m | 446,988 | +46% |
| Kiniksa Pharmaceuticals InternationalKNSA | 0.3% | $10m | 151,725 | -27% |
| WillScot HoldingsWSC | 0.3% | $10m | 336,172 | -11% |
| OktaOKTA | 0.3% | $9m | 68,271 | +67% |
| Rhythm PharmaceuticalsRYTM | 0.3% | $9m | 83,270 | +7% |
| Lightpath TechnologiesLPTH | 0.3% | $9m | 563,045 | -25% |
| OwletOWLT | 0.3% | $9m | 1,595,419 | +34% |
| Scholar Rock HoldingSRRK | 0.3% | $9m | 163,759 | +5% |
| Chefs' WarehouseCHEF | 0.3% | $9m | 93,187 | -19% |
| Taysha Gene TherapiesTSHA | 0.3% | $9m | 1,305,177 | +48% |
| Lattice SemiconductorLSCC | 0.3% | $9m | 57,848 | -8% |
| RambusRMBS | 0.3% | $9m | 66,245 | -76% |
| HealthequityHQY | 0.3% | $9m | 97,318 | -20% |
| ZymeworksZYME | 0.3% | $9m | 336,157 | +34% |
| Ceco EnvironmentalCECO | 0.3% | $9m | 94,823 | +2% |
| Alignment HealthcareALHC | 0.3% | $8m | 354,973 | -55% |
| MP MaterialsMP | 0.3% | $8m | 148,652 | +7% |
| ImmunomeIMNM | 0.3% | $8m | 378,542 | +23% |
| ImmunovantIMVT | 0.3% | $8m | 206,372 | -16% |
| Edgewise TherapeuticsEWTX | 0.3% | $8m | 193,778 | -4% |
| Xenon PharmaceuticalsXENE | 0.3% | $8m | 129,443 | +24% |
| ArterisAIP | 0.3% | $8m | 160,415 | -78% |
| Rigetti ComputingRGTI | 0.3% | $8m | 395,177 | +21% |
| Dyne TherapeuticsDYN | 0.3% | $8m | 338,565 | New |
| AnterixATEX | 0.3% | $7m | 72,121 | New |
| BridgeBio PharmaBBIO | 0.3% | $7m | 99,130 | -4% |
| Spyre TherapeuticsSYRE | 0.3% | $7m | 82,991 | New |
| Guidewire SoftwareGWRE | 0.3% | $7m | 58,689 | New |
| Karman HoldingsKRMN | 0.3% | $7m | 144,544 | New |
| Evolv Technologies HoldingsEVLV | 0.3% | $7m | 1,235,954 | New |
| IradimedIRMD | 0.3% | $7m | 74,966 | +1430% |
| Xeris Biopharma HoldingsXERS | 0.3% | $7m | 898,753 | -3% |
| BETA TechnologiesBETA | 0.3% | $7m | 422,493 | -2% |
| NetskopeNTSK | 0.2% | $7m | 607,060 | +65% |
| CorvelCRVL | 0.2% | $7m | 105,569 | +32% |
| Callaway GolfCALY | 0.2% | $6m | 342,173 | -19% |
Showing the largest 100 of 150.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.2% since 30 June 2025.
Where the money is
Technology28.2%
Financial services19.0%
Industrials17.4%
Health care16.8%
Retail & consumer10.0%
Utilities1.5%
Everyday goods0.7%
Media & telecom0.5%
Materials0.5%
Other5.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.