Q2 2023 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2023-08-14 · accession 0001398344-23-014737
$3.25B
Reported value
175
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78463M107 | SPSC | SPS COMM INC | $113.0M | 3.48% | 588,435 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $103.1M | 3.17% | 7,552,994 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $102.7M | 3.16% | 526,160 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $102.2M | 3.14% | 2,213,276 | Common | SOLE |
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $99.2M | 3.05% | 308,802 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $92.0M | 2.83% | 4,076,131 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $91.7M | 2.82% | 3,120,997 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $88.3M | 2.72% | 2,914,350 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $70.4M | 2.17% | 791,468 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $65.6M | 2.02% | 6,975,715 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $65.2M | 2.01% | 10,528,214 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $61.3M | 1.88% | 383,349 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $60.8M | 1.87% | 7,124,110 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $60.6M | 1.86% | 715,704 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $53.2M | 1.64% | 317,767 | Common | SOLE |
| 74935Q107 | RBA | RB GLOBAL INC | $52.9M | 1.63% | 882,329 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $50.9M | 1.57% | 2,254,315 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $46.1M | 1.42% | 453,834 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $42.4M | 1.31% | 361,481 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $42.2M | 1.30% | 2,337,905 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $39.8M | 1.22% | 1,475,234 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $39.2M | 1.21% | 73,675 | Common | SOLE |
| 971378104 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $37.5M | 1.15% | 784,154 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $34.7M | 1.07% | 2,529,431 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $34.4M | 1.06% | 737,358 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $32.2M | 0.99% | 624,367 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $31.4M | 0.97% | 994,632 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $31.0M | 0.95% | 168,073 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $31.0M | 0.95% | 490,804 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $30.6M | 0.94% | 628,981 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $30.5M | 0.94% | 479,481 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $29.2M | 0.90% | 942,780 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $26.8M | 0.82% | 234,538 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $26.6M | 0.82% | 1,178,512 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $26.1M | 0.80% | 970,284 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $25.9M | 0.80% | 144,070 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $25.7M | 0.79% | 284,512 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $25.5M | 0.78% | 943,716 | Common | SOLE |
| 39813G109 | GDYN | GRID DYNAMICS HLDGS INC | $24.5M | 0.75% | 2,646,042 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $24.1M | 0.74% | 783,476 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $24.0M | 0.74% | 110,158 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $23.5M | 0.72% | 638,860 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $22.4M | 0.69% | 872,734 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $21.9M | 0.67% | 499,173 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $21.8M | 0.67% | 1,099,138 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $21.3M | 0.66% | 150,772 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $21.2M | 0.65% | 522,568 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $20.9M | 0.64% | 944,188 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $20.2M | 0.62% | 898,714 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $20.1M | 0.62% | 295,057 | Common | SOLE |
| 12047B105 | BMBL | BUMBLE INC | $19.7M | 0.61% | 1,172,000 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $19.0M | 0.59% | 391,004 | Common | SOLE |
| G5005R107 | JRVR | JAMES RIV GROUP LTD | $18.3M | 0.56% | 1,004,199 | Common | SOLE |
| 71375U101 | PRFTUSD | PERFICIENT INC | $18.1M | 0.56% | 217,458 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $17.9M | 0.55% | 235,114 | Common | SOLE |
| M85548101 | SSYS | STRATASYS LTD | $17.8M | 0.55% | 1,005,000 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $17.4M | 0.54% | 885,028 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $17.2M | 0.53% | 12,455,257 | Common | SOLE |
| 98262P101 | WW6 | WW INTL INC | $16.0M | 0.49% | 2,386,836 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $16.0M | 0.49% | 991,151 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $16.0M | 0.49% | 4,856,322 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $15.1M | 0.46% | 591,682 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $15.0M | 0.46% | 1,401,829 | Common | SOLE |
| 24477E103 | DH | DEFINITIVE HEALTHCARE CORP | $14.9M | 0.46% | 1,352,878 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $14.7M | 0.45% | 810,357 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC | $14.6M | 0.45% | 668,377 | Common | SOLE |
| 680710100 | — | OLINK HLDG AB | $14.6M | 0.45% | 777,203 | Common | SOLE |
| 53635B107 | LQDT | LIQUIDITY SVCS INC | $14.5M | 0.45% | 881,644 | Common | SOLE |
| 42225T107 | HCAT | HEALTH CATALYST INC | $14.5M | 0.45% | 1,160,225 | Common | SOLE |
| 02128L106 | ALTG | ALTA EQUIPMENT GROUP INC | $14.1M | 0.43% | 814,337 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $13.9M | 0.43% | 72,988 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $13.8M | 0.43% | 801,004 | Common | SOLE |
| M4R82T106 | FVRR | FIVERR INTL LTD | $13.6M | 0.42% | 522,275 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $13.3M | 0.41% | 789,937 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $12.7M | 0.39% | 360,918 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $12.3M | 0.38% | 1,785,753 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $11.7M | 0.36% | 184,503 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $11.6M | 0.36% | 38,111 | Common | SOLE |
| 92932M101 | WNSN | WNS HLDGS LTD | $11.5M | 0.35% | 155,896 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $11.3M | 0.35% | 96,582 | Common | SOLE |
| 753422104 | RPD | RAPID7 INC | $11.0M | 0.34% | 243,923 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $11.0M | 0.34% | 115,925 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $10.8M | 0.33% | 92,497 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $10.7M | 0.33% | 261,865 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $10.7M | 0.33% | 28,501 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $10.4M | 0.32% | 73,037 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $10.4M | 0.32% | 113,775 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $10.1M | 0.31% | 119,694 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $10.0M | 0.31% | 357,630 | Common | SOLE |
| 83417M104 | SEDG | SOLAREDGE TECHNOLOGIES INC | $9.9M | 0.31% | 36,911 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $9.7M | 0.30% | 82,367 | Common | SOLE |
| 88331L108 | SKIN | THE BEAUTY HEALTH COMPANY | $9.7M | 0.30% | 1,158,590 | Common | SOLE |
| 256086109 | DCGO | DOCGO INC | $9.4M | 0.29% | 1,003,980 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $9.2M | 0.28% | 1,414,280 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $9.1M | 0.28% | 236,753 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $9.1M | 0.28% | 213,607 | Common | SOLE |
| M81873107 | RDWR | RADWARE LTD | $9.0M | 0.28% | 466,442 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $9.0M | 0.28% | 165,889 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $8.8M | 0.27% | 342,631 | Common | SOLE |
| 57777K106 | MXCT | MAXCYTE INC | $8.7M | 0.27% | 1,891,888 | Common | SOLE |
| 640491106 | NEOG | NEOGEN CORP | $8.5M | 0.26% | 389,784 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $8.1M | 0.25% | 610,260 | Common | SOLE |
| 45253H101 | IMGNEUR | IMMUNOGEN INC | $8.1M | 0.25% | 426,752 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $7.9M | 0.24% | 1,439,450 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $7.8M | 0.24% | 71,562 | Common | SOLE |
| G5269C101 | — | KINIKSA PHARMACEUTICALS LTD | $7.6M | 0.23% | 536,429 | Common | SOLE |
| M8216R109 | RSKD | RISKIFIED LTD | $7.5M | 0.23% | 1,533,897 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $7.3M | 0.23% | 288,927 | Common | SOLE |
| 88556E102 | TDUP | THREDUP INC | $7.3M | 0.22% | 2,996,441 | Common | SOLE |
| 257554105 | DOMO | DOMO INC | $7.3M | 0.22% | 496,885 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $7.1M | 0.22% | 55,339 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $6.9M | 0.21% | 35,834 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $6.8M | 0.21% | 255,343 | Common | SOLE |
| 136635109 | CSIQ | CANADIAN SOLAR INC | $6.8M | 0.21% | 175,595 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC | $6.7M | 0.21% | 357,180 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $6.7M | 0.21% | 52,356 | Common | SOLE |
| 444144109 | HDSN | HUDSON TECHNOLOGIES INC | $6.7M | 0.20% | 691,417 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $6.6M | 0.20% | 798,381 | Common | SOLE |
| 82489T104 | SWAVUSD | SHOCKWAVE MED INC | $6.5M | 0.20% | 22,791 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $6.4M | 0.20% | 314,836 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $6.3M | 0.19% | 11,721 | Common | SOLE |
| 03782L101 | APPN | APPIAN CORP | $6.3M | 0.19% | 132,903 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $6.3M | 0.19% | 39,630 | Common | SOLE |
| 39874R101 | GO | GROCERY OUTLET HLDG CORP | $6.1M | 0.19% | 197,958 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $5.9M | 0.18% | 280,677 | Common | SOLE |
| 23283X206 | CTSO | CYTOSORBENTS CORP | $5.8M | 0.18% | 1,616,587 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $5.7M | 0.17% | 532,880 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $5.5M | 0.17% | 642,142 | Common | SOLE |
| 60468T105 | MRTXEUR | MIRATI THERAPEUTICS INC | $5.2M | 0.16% | 145,287 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $5.2M | 0.16% | 32,994 | Common | SOLE |
| 86800U104 | SMCIUSD | SUPER MICRO COMPUTER INC | $5.0M | 0.15% | 20,163 | Common | SOLE |
| 82710M100 | SILKUSD | SILK RD MED INC | $5.0M | 0.15% | 154,277 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $5.0M | 0.15% | 644,713 | Common | SOLE |
| 87874R100 | EFT | TECHTARGET INC | $4.7M | 0.15% | 151,956 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $4.7M | 0.14% | 50,626 | Common | SOLE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $4.7M | 0.14% | 1,899,019 | Common | SOLE |
| 00246W103 | AXTI | AXT INC | $4.4M | 0.14% | 1,288,139 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $4.3M | 0.13% | 69,049 | Common | SOLE |
| 00973N102 | AKTSQ | AKOUSTIS TECHNOLOGIES INC | $4.1M | 0.13% | 1,300,123 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $4.0M | 0.12% | 590,629 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $3.7M | 0.11% | 71,934 | Common | SOLE |
| 53261M104 | — | EDGIO INC | $3.6M | 0.11% | 5,402,351 | Common | SOLE |
| 00974H104 | — | AKOYA BIOSCIENCES INC | $3.6M | 0.11% | 482,196 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.5M | 0.11% | 49,827 | Common | SOLE |
| 00938A104 | AIRG | AIRGAIN INC | $3.2M | 0.10% | 594,087 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $3.1M | 0.09% | 37,170 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $2.9M | 0.09% | 104,914 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $2.7M | 0.08% | 40,683 | Common | SOLE |
| 25400W102 | APPS | DIGITAL TURBINE INC | $2.7M | 0.08% | 286,468 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $2.7M | 0.08% | 31,722 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $2.5M | 0.08% | 32,194 | Common | SOLE |
| 44934S206 | ICADUSD | ICAD INC | $2.5M | 0.08% | 1,510,981 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $2.3M | 0.07% | 19,319 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $2.2M | 0.07% | 58,317 | Common | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $2.2M | 0.07% | 88,800 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $2.1M | 0.07% | 57,003 | Common | SOLE |
| 25960R105 | PLOW | DOUGLAS DYNAMICS INC | $2.1M | 0.06% | 69,485 | Common | SOLE |
| 16842Q100 | CSSEQ | CHICKEN SOUP FOR THE SOUL EN | $2.1M | 0.06% | 1,747,032 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $1.9M | 0.06% | 270,875 | Common | SOLE |
| 405166109 | HGTY | HAGERTY INC | $1.8M | 0.05% | 187,080 | Common | SOLE |
| 781846209 | RUSHA | RUSH ENTERPRISES INC | $1.7M | 0.05% | 28,449 | Common | SOLE |
| 418100103 | HCP2EUR | HASHICORP INC | $1.6M | 0.05% | 62,674 | Common | SOLE |
| 09061H307 | BMRAUSD | BIOMERICA INC | $1.6M | 0.05% | 1,144,824 | Common | SOLE |
| 53216B104 | LFMD | LIFEMD INC | $1.3M | 0.04% | 305,993 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $1.1M | 0.04% | 7,590 | Common | SOLE |
| 29270J100 | ERII | ENERGY RECOVERY INC | $987,865 | 0.03% | 35,344 | Common | SOLE |
| 392709101 | GRBK | GREEN BRICK PARTNERS INC | $817,011 | 0.03% | 14,384 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $746,043 | 0.02% | 12,995 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $683,287 | 0.02% | 4,173 | Common | SOLE |
| 142038108 | CRBU | CARIBOU BIOSCIENCES INC | $536,762 | 0.02% | 126,297 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $300,950 | 0.01% | 1,638 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $253,246 | 0.01% | 3,970 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $248,549 | 0.01% | 862 | Common | SOLE |
| 761025105 | RSSS | RESEARCH SOLUTIONS INC | $62,161 | 0.00% | 30,471 | Common | SOLE |
| 75973T101 | RNLXUSD | RENALYTIX PLC | $54,741 | 0.00% | 18,747 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.