Q1 2024 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2024-05-15 · accession 0001398344-24-009678
$2.85B
Reported value
181
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $137.2M | 4.82% | 19,379,926 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $95.4M | 3.35% | 1,598,013 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $92.4M | 3.24% | 295,204 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $89.9M | 3.16% | 8,227,602 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $82.2M | 2.88% | 2,505,464 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $75.9M | 2.67% | 3,046,955 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $67.7M | 2.38% | 11,860,170 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $59.0M | 2.07% | 610,998 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $58.5M | 2.05% | 5,438,092 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $58.0M | 2.04% | 313,479 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $53.3M | 1.87% | 1,255,629 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $47.4M | 1.66% | 11,000,588 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $43.5M | 1.53% | 264,257 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $39.1M | 1.37% | 1,014,322 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $37.8M | 1.33% | 1,073,840 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $36.7M | 1.29% | 213,517 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $36.0M | 1.27% | 1,627,224 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $35.8M | 1.26% | 1,494,294 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $35.5M | 1.25% | 175,923 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $34.5M | 1.21% | 2,220,521 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $33.1M | 1.16% | 334,974 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $32.7M | 1.15% | 385,044 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $32.1M | 1.13% | 2,154,255 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $29.1M | 1.02% | 560,248 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $28.4M | 1.00% | 1,256,359 | Common | SOLE |
| 971378104 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $28.2M | 0.99% | 605,454 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $28.0M | 0.98% | 103,397 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $26.6M | 0.93% | 706,322 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $26.6M | 0.93% | 611,824 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $26.1M | 0.92% | 318,893 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $26.1M | 0.92% | 1,592,574 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $26.0M | 0.91% | 1,433,324 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $25.6M | 0.90% | 194,606 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $23.5M | 0.82% | 739,303 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $23.0M | 0.81% | 6,399,400 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $22.9M | 0.81% | 124,765 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $21.8M | 0.77% | 489,321 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $21.7M | 0.76% | 617,846 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC | $21.6M | 0.76% | 375,080 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $21.5M | 0.76% | 1,518,583 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $21.3M | 0.75% | 872,706 | Common | SOLE |
| 92854T100 | — | VIVID SEATS INC | $21.3M | 0.75% | 3,559,015 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $21.2M | 0.74% | 726,119 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $20.6M | 0.72% | 1,108,053 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $20.3M | 0.71% | 185,041 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $20.3M | 0.71% | 307,392 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $20.0M | 0.70% | 1,079,845 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $19.9M | 0.70% | 278,335 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $19.5M | 0.69% | 537,808 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $19.3M | 0.68% | 165,022 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $18.8M | 0.66% | 305,902 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $17.8M | 0.63% | 1,103,713 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $17.0M | 0.60% | 179,317 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $16.9M | 0.59% | 684,526 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $16.6M | 0.58% | 215,700 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $16.4M | 0.58% | 31,280 | Common | SOLE |
| 12047B105 | BMBL | BUMBLE INC | $16.3M | 0.57% | 1,433,662 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $15.8M | 0.56% | 671,779 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $15.6M | 0.55% | 1,046,845 | Common | SOLE |
| 74967X103 | RH | RH | $15.4M | 0.54% | 44,282 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $14.9M | 0.52% | 56,192 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $14.4M | 0.50% | 116,722 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $14.2M | 0.50% | 2,072,400 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $14.1M | 0.50% | 456,986 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $13.1M | 0.46% | 1,734,372 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $12.8M | 0.45% | 530,770 | Common | SOLE |
| G5269C101 | — | KINIKSA PHARMACEUTICALS LTD | $12.8M | 0.45% | 648,087 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $12.7M | 0.45% | 1,062,436 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $12.2M | 0.43% | 198,365 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $12.1M | 0.43% | 19,329 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $12.1M | 0.42% | 132,197 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $11.6M | 0.41% | 121,847 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $11.4M | 0.40% | 374,122 | Common | SOLE |
| 03969T109 | ARCT | ARCTURUS THERAPEUTICS HLDGS | $11.4M | 0.40% | 336,147 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $11.1M | 0.39% | 608,012 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $11.1M | 0.39% | 169,662 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $11.0M | 0.39% | 1,004,908 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $10.8M | 0.38% | 215,816 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $10.8M | 0.38% | 389,194 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $10.5M | 0.37% | 383,209 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $10.5M | 0.37% | 244,080 | Common | SOLE |
| M85548101 | SSYS | STRATASYS LTD | $10.5M | 0.37% | 899,735 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $10.4M | 0.37% | 55,079 | Common | SOLE |
| 71375U101 | PRFTUSD | PERFICIENT INC | $10.3M | 0.36% | 182,957 | Common | SOLE |
| 02128L106 | ALTG | ALTA EQUIPMENT GROUP INC | $10.0M | 0.35% | 775,553 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $9.9M | 0.35% | 7,711,669 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $9.9M | 0.35% | 149,013 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $9.9M | 0.35% | 133,387 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $9.4M | 0.33% | 396,878 | Common | SOLE |
| 42225T107 | HCAT | HEALTH CATALYST INC | $9.4M | 0.33% | 1,253,704 | Common | SOLE |
| G98196101 | W9N0 | WNS HLDGS LTD | $9.0M | 0.32% | 178,309 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $8.7M | 0.31% | 121,834 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $8.6M | 0.30% | 195,105 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $8.5M | 0.30% | 89,494 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $8.5M | 0.30% | 179,310 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $8.4M | 0.29% | 50,047 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $8.3M | 0.29% | 333,920 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $8.2M | 0.29% | 45,186 | Common | SOLE |
| 82489T104 | SWAVUSD | SHOCKWAVE MED INC | $7.9M | 0.28% | 24,363 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $7.9M | 0.28% | 1,863,750 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $7.8M | 0.27% | 306,824 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $7.6M | 0.27% | 342,264 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $7.6M | 0.27% | 28,784 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $7.4M | 0.26% | 53,814 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $7.4M | 0.26% | 51,656 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $7.2M | 0.25% | 513,099 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $7.1M | 0.25% | 117,532 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $7.0M | 0.25% | 113,306 | Common | SOLE |
| 92552R406 | PRSU | VIAD CORP | $7.0M | 0.24% | 176,267 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $6.9M | 0.24% | 114,539 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $6.9M | 0.24% | 656,607 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $6.8M | 0.24% | 73,836 | Common | SOLE |
| 88025U109 | TXG | 10X GENOMICS INC | $6.7M | 0.24% | 178,893 | Common | SOLE |
| 39874R101 | GO | GROCERY OUTLET HLDG CORP | $6.7M | 0.23% | 231,914 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $6.4M | 0.23% | 475,463 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $6.3M | 0.22% | 127,993 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $6.1M | 0.21% | 220,219 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $6.0M | 0.21% | 74,128 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $5.9M | 0.21% | 120,145 | Common | SOLE |
| 311642102 | FARO | FARO TECHNOLOGIES INC | $5.9M | 0.21% | 275,120 | Common | SOLE |
| 693282105 | PDFS | PDF SOLUTIONS INC | $5.9M | 0.21% | 175,529 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $5.9M | 0.21% | 185,152 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $5.7M | 0.20% | 52,181 | Common | SOLE |
| 29786A106 | ETSY | ETSY INC | $5.7M | 0.20% | 82,790 | Common | SOLE |
| 418100103 | HCP2EUR | HASHICORP INC | $5.7M | 0.20% | 209,883 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $5.6M | 0.20% | 703,372 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $5.6M | 0.20% | 296,570 | Common | SOLE |
| 640491106 | NEOG | NEOGEN CORP | $5.1M | 0.18% | 321,044 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $4.4M | 0.15% | 357,656 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $4.3M | 0.15% | 384,724 | Common | SOLE |
| 136635109 | CSIQ | CANADIAN SOLAR INC | $4.2M | 0.15% | 213,016 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $4.2M | 0.15% | 155,980 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $4.1M | 0.14% | 229,150 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $4.1M | 0.14% | 198,434 | Common | SOLE |
| 753422104 | RPD | RAPID7 INC | $4.0M | 0.14% | 80,612 | Common | SOLE |
| M8216R109 | RSKD | RISKIFIED LTD | $3.9M | 0.14% | 729,153 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $3.9M | 0.14% | 536,263 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $3.9M | 0.14% | 66,597 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $3.9M | 0.14% | 21,963 | Common | SOLE |
| 86183P102 | SRI | STONERIDGE INC | $3.8M | 0.13% | 205,653 | Common | SOLE |
| 444144109 | HDSN | HUDSON TECHNOLOGIES INC | $3.8M | 0.13% | 340,852 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.7M | 0.13% | 35,380 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC | $3.7M | 0.13% | 232,800 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $3.6M | 0.13% | 133,755 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $3.5M | 0.12% | 49,974 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $3.3M | 0.12% | 22,910 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $3.1M | 0.11% | 134,961 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $3.0M | 0.11% | 119,441 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $2.9M | 0.10% | 156,371 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $2.9M | 0.10% | 51,817 | Common | SOLE |
| 23283X206 | CTSO | CYTOSORBENTS CORP | $2.9M | 0.10% | 3,044,833 | Common | SOLE |
| 346375108 | FORM | FORMFACTOR INC | $2.8M | 0.10% | 61,011 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $2.7M | 0.10% | 191,063 | Common | SOLE |
| M81873107 | RDWR | RADWARE LTD | $2.7M | 0.09% | 144,190 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $2.5M | 0.09% | 795,873 | Common | SOLE |
| 775133101 | ROG | ROGERS CORP | $2.4M | 0.09% | 20,530 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $2.4M | 0.08% | 14,284 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $2.1M | 0.07% | 45,659 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $1.9M | 0.07% | 50,984 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $1.9M | 0.07% | 31,043 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $1.8M | 0.06% | 35,056 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $1.7M | 0.06% | 27,139 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $1.6M | 0.06% | 19,154 | Common | SOLE |
| 438333106 | HNST | HONEST CO INC | $1.6M | 0.06% | 391,782 | Common | SOLE |
| 67079A102 | — | NUVEI CORPORATION | $1.4M | 0.05% | 43,448 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $1.4M | 0.05% | 7,317 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $1.3M | 0.05% | 25,061 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.1M | 0.04% | 9,963 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $940,649 | 0.03% | 53,144 | Common | SOLE |
| 09061H307 | BMRAUSD | BIOMERICA INC | $939,762 | 0.03% | 1,129,522 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $889,555 | 0.03% | 3,424 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $878,407 | 0.03% | 17,030 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $674,661 | 0.02% | 10,127 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $602,674 | 0.02% | 54,393 | Common | SOLE |
| 88556E102 | TDUP | THREDUP INC | $535,000 | 0.02% | 267,500 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $506,401 | 0.02% | 10,888 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $426,919 | 0.01% | 3,078 | Common | SOLE |
| 142038108 | CRBU | CARIBOU BIOSCIENCES INC | $376,207 | 0.01% | 73,192 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $363,097 | 0.01% | 536 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $236,568 | 0.01% | 1,113 | Common | SOLE |
| 761025105 | RSSS | RESEARCH SOLUTIONS INC | $97,230 | 0.00% | 30,769 | Common | SOLE |
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.