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Granahan Investment Management, LLC

CIK 1026710 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Granahan Investment Management, LLC reported 150 US-listed holdings worth $2.81 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Porch Group Inc. (6.6%), Silicon Motion Technology Corporation (5.3%) and Forgent Power Solutions Inc (3.6%). Against the quarter before, it opened 22 positions, added to 67, trimmed 60 and sold out of 21.

Reported holdings$2.81B+35.7% on Q1 2026
Positions150+1 on Q1 2026
The largest ten34.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
PRCH6.6%SIMO5.3%FPS3.6%INDI3.1%VCTR3.0%FTAI2.8%MRX2.7%MOD2.5%CRS2.1%NXT2.1%MGNI2.1%AXON1.9%ONTO1.9%136 more58.3%

The 14 largest of its 150 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.54 billion in 187 positions$2.54BQ3 24Q4 2024: $2.40 billion in 180 positions$2.40BQ4 24Q1 2025: $2.01 billion in 159 positions$2.01BQ1 25Q2 2025: $2.46 billion in 153 positions$2.46BQ2 25Q3 2025: $2.44 billion in 146 positions$2.44BQ3 25Q4 2025: $2.34 billion in 157 positions$2.34BQ4 25Q1 2026: $2.07 billion in 149 positions$2.07BQ1 26Q2 2026: $2.81 billion in 150 positions$2.81BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 22Added 67Held 1Trimmed 60Sold out 21
Opened: 22Added: 67Held: 1Trimmed: 60Sold out: 21

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 22

  1. Twist Bioscience Corp. TWST$32.4 million
  2. Quantinuum Inc. QNT$19.1 million
  3. Arxis Inc. ARXS$11.1 million
  4. Dyne Therapeutics Inc. DYN$7.5 million
  5. Anterix Inc. ATEX$7.4 million
  6. Spyre Therapeutics Inc. SYRE$7.4 million
  7. Guidewire Software, Inc. GWRE$7.2 million
  8. Karman Holdings Inc. KRMN$7.2 million

and 14 more in the table below

Added to 67

  1. Silicon Motion Technology Corporation SIMO+250,500 shares · +128%
  2. Ligand Pharmaceuticals Inc. LGND+123,066 shares · +509%
  3. Repligen Corp. RGEN+245,318 shares · +282%
  4. Generac Holdings Inc. GNRC+109,659 shares · +830%
  5. Grail, Inc. GRAL+271,548 shares · +547%
  6. Casella Waste Systems Inc. CWST+186,027 shares · +74%
  7. Descartes Sys Group Inc. DSGX+242,004 shares · +438%
  8. Jfrog Ltd FROG+169,580 shares · +130%

and 59 more in the table below

Trimmed 60

  1. Carpenter Technology Corp. CRS-142,488 shares · -60%
  2. Digital Turbine Inc. APPS-3.6 million shares · -51%
  3. Modine Manufacturing Co MOD-114,014 shares · -30%
  4. Rambus Inc. RMBS-214,001 shares · -76%
  5. Arteris Inc. AIP-552,662 shares · -78%
  6. Materion Corp. MTRN-74,683 shares · -52%
  7. Onto Innovation Inc. ONTO-57,126 shares · -29%
  8. Ameresco, Inc. AMRC-606,451 shares · -96%

and 52 more in the table below

Sold out of 21

  1. Comfort Systems USA Inc. FIX$35.9 million last quarter
  2. Semtech Corp. SMTC$28.5 million last quarter
  3. Sportradar Group AG SRAD$24.1 million last quarter
  4. Sterling Infrastructure, Inc. STRL$14.0 million last quarter
  5. Compass Inc. COMP$13.8 million last quarter
  6. StepStone Group Inc. STEP$10.1 million last quarter
  7. Phreesia Inc. PHR$8.3 million last quarter
  8. Costar Group, Inc. CSGP$6.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Porch Group Inc. PRCH12,393,660$186.4 million6.64%-281,327
Silicon Motion Technology Corporation SIMO445,752$148.6 million5.29%+250,500
Forgent Power Solutions Inc FPS1,807,608$101.0 million3.60%-263,476
Indie Semiconductor Inc Cl A INDI19,419,892$87.2 million3.11%-863,947
Victory Capital Holdings, Inc. VCTR1,015,343$85.3 million3.04%-71,972
Ftai Aviation Ltd FTAI293,722$79.5 million2.83%-46,595
Marex Group PLC MRX1,254,283$76.4 million2.72%+30,533
Modine Manufacturing Co MOD263,572$70.4 million2.51%-114,014
Carpenter Technology Corp. CRS96,981$59.8 million2.13%-142,488
Nextpower Inc. NXT495,938$59.1 million2.11%+71,504
Magnite Inc. MGNI3,083,211$58.5 million2.09%+529,798
Axon Enterprise, Inc. AXON96,829$54.3 million1.93%+6,137
Onto Innovation Inc. ONTO141,568$53.6 million1.91%-57,126
TTM Technologies Inc. TTMI269,330$50.4 million1.79%-58,104
Ligand Pharmaceuticals Inc. LGND147,231$46.5 million1.66%+123,066
Kura Sushi USA Inc. KRUS801,969$46.2 million1.64%+194,052
Repligen Corp. RGEN332,271$45.3 million1.62%+245,318
Digital Turbine Inc. APPS3,494,200$45.1 million1.61%-3,618,151
Life Time Group Holdings, Inc. LTH1,083,587$44.3 million1.58%-116,896
Genius Sports Limited GENI7,024,330$42.6 million1.52%+1,640,568
Casella Waste Systems Inc. CWST436,289$42.3 million1.51%+186,027
Qxo Inc. QXO2,327,662$40.2 million1.43%+818,116
Generac Holdings Inc. GNRC122,872$36.0 million1.28%+109,659
Zeta Global Holdings Corp. ZETA1,758,212$34.6 million1.23%+733,725
Kornit Digital Ltd KRNT2,119,398$34.4 million1.23%-179,073
Twist Bioscience Corp. TWST314,882$32.4 million1.15%new
Dave Inc. DAVE84,897$31.6 million1.13%+19,435
Si-Bone Inc. SIBN1,931,182$31.5 million1.12%+192,085
Jfrog Ltd FROG299,683$27.2 million0.97%+169,580
Figure Technology Solutio FIGR842,306$25.9 million0.92%-93,094
Cellebrite Di Ltd CLBT1,661,163$24.3 million0.86%-78,481
Gates Industrial Corp. Ltd. GTES843,441$23.6 million0.84%+68,837
Global E Online Ltd GLBE633,327$22.0 million0.78%+86,358
Grail, Inc. GRAL321,176$21.9 million0.78%+271,548
RBC Bearings Inc. RBC34,017$21.9 million0.78%-4,476
Cava Group, Inc. CAVA265,411$20.8 million0.74%-38,480
Orthopediatrics Corp. KIDS1,085,964$20.8 million0.74%+189,223
Materion Corp. MTRN69,793$20.8 million0.74%-74,683
Descartes Sys Group Inc. DSGX297,257$20.6 million0.73%+242,004
Quantinuum Inc. QNT233,540$19.1 million0.68%new
Toast, Inc. TOST685,751$19.1 million0.68%+286,684
Texas Capital Bancshares Inc. TCBI184,087$19.0 million0.68%+12,720
SharkNinja, Inc. SN124,271$18.9 million0.67%-7,467
Celcuity Inc. CELC179,053$18.7 million0.67%+90,220
Unusual Machs Inc. UMAC829,328$18.5 million0.66%-187,126
First Watch Restaurant Group FWRG1,363,852$17.6 million0.63%+275,815
Nutanix, Inc. NTNX336,852$17.2 million0.61%+180,534
Nlight Inc. LASR236,991$16.5 million0.59%+51,720
Veeco Instruments Inc. VECO204,837$15.5 million0.55%+12,106
Stoke Therapeutics Inc. STOK461,608$15.1 million0.54%+126,022
Biolife Solutions Inc. BLFS521,430$14.7 million0.52%-200,627
AeroVironment Inc. AVAV86,783$14.3 million0.51%+46,047
Arlo Technologies, Inc. ARLO1,025,050$13.8 million0.49%-144,440
Allegro Microsystems, Inc. ALGM185,461$12.9 million0.46%-29,540
Mayville Engr Co. Inc. MEC324,108$12.1 million0.43%-63,362
Chime Finl Inc CHYM583,381$11.9 million0.43%+137,229
York Space Systems Inc. YSS468,190$11.5 million0.41%-499,420
Alkami Technology Inc. ALKT627,781$11.4 million0.41%+374,913
Arxis Inc. ARXS241,183$11.1 million0.40%new
DigitalOcean Holdings, Inc. DOCN70,354$11.0 million0.39%+36,655
Radnet Inc. RDNT171,637$10.6 million0.38%+67,355
JBT Marel Corp. JBTM72,356$10.5 million0.37%+9,144
Irhythm Technologies Inc. IRTC83,903$10.0 million0.36%-12,119
Agilysys Inc. AGYS94,777$9.9 million0.35%+57,277
Syndax Pharmaceuticals Inc. SNDX446,988$9.8 million0.35%+140,667
Kiniksa Pharmaceuticals Intl KNSA151,725$9.7 million0.35%-57,531
WillScot Holdings Corp. WSC336,172$9.7 million0.35%-39,612
Okta, Inc. OKTA68,271$9.3 million0.33%+27,428
Rhythm Pharmaceuticals Inc. RYTM83,270$9.2 million0.33%+5,561
LightPath Technologies Inc LPTH563,045$9.2 million0.33%-190,576
Owlet Inc. OWLT1,595,419$9.2 million0.33%+408,764
Scholar Rock Holding Corporation SRRK163,759$9.0 million0.32%+7,445
Chefs' Warehouse, Inc. CHEF93,187$9.0 million0.32%-21,412
Taysha Gene Therapies Inc. TSHA1,305,177$8.9 million0.32%+421,936
Lattice Semiconductor Corp. LSCC57,848$8.8 million0.32%-5,206
Rambus Inc. RMBS66,245$8.8 million0.31%-214,001
Healthequity, Inc. HQY97,318$8.8 million0.31%-24,781
Zymeworks Inc. ZYME336,157$8.8 million0.31%+85,384
Ceco Environmental Corp. Com CECO94,823$8.6 million0.31%+2,095
Alignment Healthcare, Inc. ALHC354,973$8.5 million0.30%-425,527
MP Materials Corp. MP148,652$8.3 million0.30%+9,994
Immunome Inc. IMNM378,542$8.0 million0.29%+71,521
Immunovant Inc. IMVT206,372$8.0 million0.28%-38,058
Edgewise Therapeutics Inc. EWTX193,778$7.9 million0.28%-7,065
Xenon Pharmaceuticals Inc. XENE129,443$7.8 million0.28%+24,965
Arteris Inc. AIP160,415$7.8 million0.28%-552,662
Rigetti Computing Inc. RGTI395,177$7.6 million0.27%+68,456
Dyne Therapeutics Inc. DYN338,565$7.5 million0.27%new
Anterix Inc. ATEX72,121$7.4 million0.26%new
Bridgebio Pharma Inc. BBIO99,130$7.4 million0.26%-3,781
Spyre Therapeutics Inc. SYRE82,991$7.4 million0.26%new
Guidewire Software, Inc. GWRE58,689$7.2 million0.26%new
Karman Holdings Inc. KRMN144,544$7.2 million0.26%new
Evolv Technologies Hldngs in EVLV1,235,954$7.2 million0.26%new
Iradimed Corp. IRMD74,966$7.2 million0.26%+70,066
Xeris Biopharma Holdings Inc. XERS898,753$7.1 million0.25%-23,101
Beta Technologies Inc. BETA422,493$7.1 million0.25%-9,465
Netskope Inc. NTSK607,060$6.6 million0.24%+239,482
Corvel Corp. CRVL105,569$6.6 million0.24%+25,673
Callaway Golf Co. CALY342,173$6.4 million0.23%-80,747
SHIFT4 Pmts Inc. FOUR132,151$6.4 million0.23%new
Cryoport Inc. CYRX403,919$6.3 million0.23%+172,781
Moonlake Immunotherapeutics MLTX313,884$6.1 million0.22%+93,284
Protagonist Therapeutics, Inc. PTGX49,809$6.1 million0.22%+22,418
908 Devices Inc. MASS692,092$6.0 million0.21%-2,978
Green Brick Partners, Inc. GRBK75,201$6.0 million0.21%new
Kinsale Capital Group, Inc. KNSL17,983$5.9 million0.21%+1,467
Mamas Creations Inc. MAMA330,072$5.9 million0.21%new
Viking Therapeutics Inc. VKTX148,044$5.8 million0.21%-184,148
Advanced Energy Industries Inc. AEIS15,412$5.7 million0.20%new
Core Scientific Inc. New CORZ208,725$5.3 million0.19%-63,897
Montrose Environmental Group ONT259,703$5.2 million0.19%+17,916
Anaptysbio Inc. ANAB75,962$5.1 million0.18%+9,780
Nova Ltd NVMI9,093$4.9 million0.18%+1,108
Sweetgreen Inc. SG559,643$4.9 million0.18%+275,997
Lindblad Expeditions Hldgs I LIND173,876$4.9 million0.17%-211,507
Oruka Therapeutics Inc. ORKA51,038$4.9 million0.17%new
First Tracks Biotherapeutics TRAX238,304$4.8 million0.17%new
Beta Bionics Inc BBNX299,632$4.7 million0.17%+51,183
Cardinal Infrastructure Grou CDNL47,947$4.5 million0.16%-34,517
ExlService Holdings, Inc. EXLS174,094$4.5 million0.16%+111,008
Apogee Therapeutics Inc. APGE33,889$4.5 million0.16%-41,197
Bridgebio Oncology Therapeutics Ord BBOT558,526$4.3 million0.15%+327,486
Cogent Communications Holdings, Inc. CCOI302,653$4.2 million0.15%-14,794
Freshpet, Inc. FRPT62,709$3.7 million0.13%new
BWX Technologies, Inc. BWXT18,976$3.7 million0.13%+4,272
Newpark Res Inc. NPKI221,224$3.5 million0.13%-180,434
Cytokinetics Inc. CYTK40,247$3.4 million0.12%-32,217
Silicom Ltd SILC68,454$3.3 million0.12%new
Viavi Solutions Inc. VIAV65,711$3.1 million0.11%-30,050
Lumexa Imaging Holdings Inc. LMRI263,156$3.0 million0.11%new
Spire Global Inc. SPIR159,131$3.0 million0.11%new
Rogers Corp. ROG17,146$2.8 million0.10%-15,723
Blade Air Mobility Inc. SRTA503,005$2.7 million0.09%new
Warby Parker Inc. WRBY87,356$2.7 million0.09%+5,432
Enphase Energy, Inc. ENPH53,750$2.6 million0.09%new
Boot Barn Holdings, Inc. BOOT13,283$2.2 million0.08%-22,172
Eyepoint Pharmaceuticals Inc. EYPT149,387$2.1 million0.08%-147,721
Trivago N V TRVG362,513$2.0 million0.07%new
United States Antimony Corp. UAMY229,474$1.7 million0.06%+11,290
Centrus Energy Corp. LEU8,902$1.5 million0.05%-80,788
Archer Aviation Inc. ACHR226,407$1.1 million0.04%-1,254,339
Transcat Inc. TRNS7,467$692,7140.02%+1,526
Ameresco, Inc. AMRC23,622$651,9670.02%-606,451
Adtran Holdings Inc. ADTN44,758$622,1360.02%+13,976
Electrovaya Inc. ELVA47,200$495,6000.02%-152,995
Enovix Corporation ENVX79,900$484,9930.02%-1,509,686
Universal Technical Institute Inc. UTI8,709$372,4840.01%-233,684
Ceva Inc. CEVA6,985$329,4130.01%-23,275
Suro Capital Corp. NSLR21,549$270,2240.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 21 it sold out of are in the box above.