Granahan Investment Management, LLC

Granahan Investment Management, LLC reported 150 holdings worth US$2.81B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Granahan Investment Management, LLC reported 150 holdings worth US$2.81B as of Jun 30, 2026. Largest: Porch Group, Inc., Forgent Power Solutions, Inc. and Indie Semiconductor, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
150
Value as reported
US$2.81B

The filing in full

CompanySharesValue as reported% of portfolio
Porch Group, Inc.12.4MUS$186M6.6%
Forgent Power Solutions, Inc.1.81MUS$101M3.6%
Indie Semiconductor, Inc.19.4MUS$87.2M3.1%
Victory Capital Holdings, Inc. Class A Common Stock1.02MUS$85.3M3.0%
Ftai Aviation Ltd.294KUS$79.5M2.8%
Modine Manufacturing Company264KUS$70.4M2.5%
Carpenter Technology Corporation96,981US$59.8M2.1%
Nextpower Inc.496KUS$59.1M2.1%
Magnite, Inc.3.08MUS$58.5M2.1%
Axon Enterprise, Inc.96,829US$54.3M1.9%
Onto Innovation Inc.142KUS$53.6M1.9%
Ttm Technologies, Inc.269KUS$50.4M1.8%
Ligand Pharmaceuticals Incorporated147KUS$46.5M1.7%
Kura Sushi Usa, Inc.802KUS$46.2M1.6%
Repligen Corporation332KUS$45.3M1.6%
Digital Turbine, Inc.3.49MUS$45.1M1.6%
Life Time Group Holdings, Inc.1.08MUS$44.3M1.6%
Casella Waste Systems, Inc.436KUS$42.3M1.5%
Qxo, Inc.2.33MUS$40.2M1.4%
Generac Holdings Inc.123KUS$36M1.3%
Zeta Global Holdings Corp.1.76MUS$34.6M1.2%
Twist Bioscience Corporation315KUS$32.4M1.2%
Dave Inc.84,897US$31.6M1.1%
Si-bone, Inc.1.93MUS$31.5M1.1%
Figure Technology Solutions, Inc.842KUS$25.9M0.92%
Grail, Inc.321KUS$21.9M0.78%
Rbc Bearings Incorporated34,017US$21.9M0.78%
Cava Group, Inc.265KUS$20.8M0.74%
Orthopediatrics Corp.1.09MUS$20.8M0.74%
Materion Corporation69,793US$20.8M0.74%
Descartes Systems Group Inc.297KUS$20.6M0.73%
Quantinuum Inc.234KUS$19.1M0.68%
Toast, Inc.686KUS$19.1M0.68%
Texas Capital Bancshares, Inc.184KUS$19M0.68%
Sharkninja, Inc.124KUS$18.9M0.67%
Celcuity Inc.179KUS$18.7M0.67%
Unusual Machines, Inc.829KUS$18.5M0.66%
First Watch Restaurant Group, Inc.1.36MUS$17.6M0.63%
Nutanix, Inc.337KUS$17.2M0.61%
Nlight, Inc.237KUS$16.5M0.59%
Veeco Instruments Inc.205KUS$15.5M0.55%
Stoke Therapeutics, Inc.462KUS$15.1M0.54%
Biolife Solutions, Inc.521KUS$14.7M0.52%
Aerovironment, Inc.86,783US$14.3M0.51%
Arlo Technologies, Inc.1.03MUS$13.8M0.49%
Allegro Microsystems, Inc.185KUS$12.9M0.46%
Mayville Engineering Company, Inc.324KUS$12.1M0.43%
Chime Financial, Inc.583KUS$11.9M0.43%
York Space Systems Inc.468KUS$11.5M0.41%
Alkami Technology, Inc.628KUS$11.4M0.41%
Arxis, Inc.241KUS$11.1M0.40%
Digitalocean Holdings, Inc.70,354US$11M0.39%
Radnet, Inc.172KUS$10.6M0.38%
Jbt Marel Corporation72,356US$10.5M0.37%
Irhythm Holdings, Inc.83,903US$9.98M0.36%
Agilysys, Inc.94,777US$9.9M0.35%
Syndax Pharmaceuticals, Inc.447KUS$9.77M0.35%
Willscot Holdings Corporation336KUS$9.7M0.35%
Okta, Inc.68,271US$9.32M0.33%
Rhythm Pharmaceuticals, Inc.83,270US$9.25M0.33%
Lightpath Technologies, Inc.563KUS$9.21M0.33%
Owlet, Inc.1.6MUS$9.16M0.33%
Scholar Rock Holding Corporation164KUS$9.01M0.32%
The Chefs' Warehouse, Inc.93,187US$8.96M0.32%
Taysha Gene Therapies, Inc.1.31MUS$8.89M0.32%
Lattice Semiconductor Corporation57,848US$8.85M0.32%
Rambus, Inc.66,245US$8.79M0.31%
Healthequity, Inc.97,318US$8.79M0.31%
Zymeworks Inc.336KUS$8.79M0.31%
Ceco Environmental Corp.94,823US$8.6M0.31%
Alignment Healthcare, Inc.355KUS$8.45M0.30%
Mp Materials Corp.149KUS$8.33M0.30%
Immunome, Inc.379KUS$8.02M0.29%
Immunovant, Inc.206KUS$7.95M0.28%
Edgewise Therapeutics, Inc.194KUS$7.87M0.28%
Xenon Pharmaceuticals Inc.129KUS$7.81M0.28%
Arteris, Inc.160KUS$7.79M0.28%
Rigetti Computing, Inc.395KUS$7.63M0.27%
Dyne Therapeutics, Inc.339KUS$7.52M0.27%
Anterix Inc.72,121US$7.42M0.26%
Bridgebio Pharma, Inc.99,130US$7.38M0.26%
Spyre Therapeutics, Inc.82,991US$7.37M0.26%
Guidewire Software, Inc.58,689US$7.22M0.26%
Karman Holdings Inc.145KUS$7.22M0.26%
Evolv Technologies Holdings, Inc.1.24MUS$7.17M0.26%
Iradimed Corporation74,966US$7.16M0.26%
Xeris Biopharma Holdings, Inc.899KUS$7.12M0.25%
Beta Technologies, Inc.422KUS$7.08M0.25%
Netskope, Inc.607KUS$6.64M0.24%
Corvel Corp.106KUS$6.6M0.24%
Callaway Golf Company342KUS$6.43M0.23%
Shift4 Payments, Inc.132KUS$6.43M0.23%
Cryoport, Inc.404KUS$6.34M0.23%
Protagonist Therapeutics, Inc.49,809US$6.11M0.22%
908 Devices Inc.692KUS$6.02M0.21%
Green Brick Partners, Inc.75,201US$6.02M0.21%
Kinsale Capital Group, Inc.17,983US$5.93M0.21%
Mama's Creations, Inc.330KUS$5.89M0.21%
Viking Therapeutics, Inc.148KUS$5.78M0.21%
Advanced Energy Industries, Inc.15,412US$5.75M0.20%

Every holding of Granahan Investment Management, LLC

Source

View original at SEC

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