Q2 2024 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2024-08-14 · accession 0001398344-24-014604
$2.50B
Reported value
180
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $113.5M | 4.54% | 18,392,316 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $100.6M | 4.03% | 5,701,504 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $72.5M | 2.90% | 246,539 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $69.5M | 2.78% | 5,230,150 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $67.5M | 2.70% | 1,892,701 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $58.0M | 2.32% | 3,031,988 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $57.8M | 2.31% | 2,242,271 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $56.4M | 2.26% | 1,181,696 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $55.8M | 2.23% | 296,625 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $54.3M | 2.17% | 9,967,678 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $43.8M | 1.75% | 597,300 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $43.1M | 1.73% | 393,551 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $42.1M | 1.69% | 956,154 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $39.6M | 1.59% | 1,009,619 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $36.8M | 1.47% | 1,956,440 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $34.5M | 1.38% | 193,556 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $31.4M | 1.26% | 423,426 | Common | SOLE |
| 92854T100 | — | VIVID SEATS INC | $30.1M | 1.21% | 5,239,943 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $28.7M | 1.15% | 998,670 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $28.1M | 1.12% | 778,660 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $27.3M | 1.09% | 189,350 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $26.7M | 1.07% | 683,955 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $26.6M | 1.07% | 201,907 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $26.2M | 1.05% | 263,670 | Common | SOLE |
| 971378104 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $25.7M | 1.03% | 682,192 | Common | SOLE |
| G5S37H101 | MRX | MAREX GROUP PLC | $25.5M | 1.02% | 1,273,577 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $25.1M | 1.00% | 1,184,752 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $24.1M | 0.96% | 515,376 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $23.1M | 0.92% | 1,058,941 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $22.8M | 0.91% | 1,763,101 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $22.1M | 0.88% | 2,149,381 | Common | SOLE |
| 615111101 | ONT | MONTROSE ENVIRONMENTAL GROUP | $21.5M | 0.86% | 483,300 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $21.0M | 0.84% | 194,148 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $21.0M | 0.84% | 342,968 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $20.7M | 0.83% | 743,370 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $20.3M | 0.81% | 945,524 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $20.1M | 0.80% | 378,698 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $20.0M | 0.80% | 1,365,741 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $17.5M | 0.70% | 4,865,467 | Common | SOLE |
| 70202L102 | PSN | PARSONS CORP DEL | $17.4M | 0.70% | 212,378 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $17.4M | 0.69% | 259,275 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $17.1M | 0.69% | 234,661 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $16.6M | 0.66% | 795,595 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $15.9M | 0.64% | 58,111 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $15.4M | 0.62% | 1,006,075 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $15.3M | 0.61% | 675,941 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $15.3M | 0.61% | 441,584 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $15.1M | 0.60% | 139,732 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $15.0M | 0.60% | 524,772 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $15.0M | 0.60% | 185,608 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $14.9M | 0.60% | 9,889,666 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $14.9M | 0.60% | 1,129,491 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $14.9M | 0.60% | 2,755,865 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC | $14.5M | 0.58% | 293,667 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $14.0M | 0.56% | 245,450 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $13.5M | 0.54% | 455,826 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $13.3M | 0.53% | 49,401 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $13.0M | 0.52% | 94,605 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $12.9M | 0.52% | 1,329,363 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $12.8M | 0.51% | 710,723 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $12.7M | 0.51% | 287,130 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $12.6M | 0.50% | 196,254 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $12.5M | 0.50% | 113,717 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $12.5M | 0.50% | 283,649 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $12.3M | 0.49% | 119,145 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $12.2M | 0.49% | 187,290 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $12.2M | 0.49% | 790,116 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $12.2M | 0.49% | 594,386 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $12.0M | 0.48% | 65,875 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $11.9M | 0.47% | 185,762 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $11.8M | 0.47% | 673,504 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $11.7M | 0.47% | 741,172 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $10.9M | 0.44% | 108,771 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $10.8M | 0.43% | 71,609 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $10.8M | 0.43% | 75,550 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $10.6M | 0.42% | 568,735 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $10.6M | 0.42% | 982,049 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $10.0M | 0.40% | 17,016 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $10.0M | 0.40% | 267,263 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $10.0M | 0.40% | 91,993 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $9.9M | 0.40% | 206,104 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $9.7M | 0.39% | 140,910 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $9.7M | 0.39% | 171,253 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $9.5M | 0.38% | 329,204 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $9.1M | 0.36% | 821,092 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $8.9M | 0.36% | 127,205 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $8.8M | 0.35% | 226,166 | Common | SOLE |
| 03969T109 | ARCT | ARCTURUS THERAPEUTICS HLDGS | $8.4M | 0.34% | 344,549 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $8.1M | 0.32% | 598,401 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $7.6M | 0.31% | 145,003 | Common | SOLE |
| 095306106 | BLBD | BLUE BIRD CORP | $7.6M | 0.30% | 140,909 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $7.5M | 0.30% | 159,336 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $7.4M | 0.30% | 136,878 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $7.4M | 0.29% | 340,147 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $7.4M | 0.29% | 51,751 | Common | SOLE |
| 693282105 | PDFS | PDF SOLUTIONS INC | $7.2M | 0.29% | 196,934 | Common | SOLE |
| G98196101 | W9N0 | WNS HLDGS LTD | $7.1M | 0.28% | 135,165 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $6.9M | 0.28% | 335,660 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $6.9M | 0.28% | 50,111 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $6.8M | 0.27% | 26,717 | Common | SOLE |
| 42225T107 | HCAT | HEALTH CATALYST INC | $6.7M | 0.27% | 1,042,733 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $6.6M | 0.27% | 144,976 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $6.6M | 0.26% | 93,508 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $6.5M | 0.26% | 135,660 | Common | SOLE |
| 88025U109 | TXG | 10X GENOMICS INC | $6.5M | 0.26% | 334,007 | Common | SOLE |
| 92552R406 | PRSU | VIAD CORP | $6.5M | 0.26% | 190,455 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $6.4M | 0.25% | 251,525 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $6.4M | 0.25% | 65,673 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $6.3M | 0.25% | 92,585 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $6.3M | 0.25% | 16,345 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $6.3M | 0.25% | 737,501 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $6.2M | 0.25% | 98,554 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $6.2M | 0.25% | 219,404 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $6.2M | 0.25% | 196,656 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $5.9M | 0.24% | 26,902 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $5.9M | 0.24% | 136,838 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $5.8M | 0.23% | 379,847 | Common | SOLE |
| 39874R101 | GO | GROCERY OUTLET HLDG CORP | $5.7M | 0.23% | 257,346 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $5.7M | 0.23% | 94,091 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $5.5M | 0.22% | 1,925,398 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $5.4M | 0.22% | 324,434 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS | $5.3M | 0.21% | 393,305 | Common | SOLE |
| 640491106 | NEOG | NEOGEN CORP | $5.3M | 0.21% | 338,129 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $5.2M | 0.21% | 181,167 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $5.1M | 0.20% | 86,430 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $4.9M | 0.19% | 563,354 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $4.8M | 0.19% | 214,910 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $4.7M | 0.19% | 919,629 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $4.7M | 0.19% | 54,424 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $4.7M | 0.19% | 122,383 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $4.4M | 0.18% | 65,688 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $4.3M | 0.17% | 33,605 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $4.3M | 0.17% | 18,366 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $4.1M | 0.17% | 85,956 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $4.1M | 0.16% | 13,495 | Common | SOLE |
| 55405W104 | MYRG | MYR GROUP INC DEL | $4.0M | 0.16% | 29,813 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $4.0M | 0.16% | 36,175 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $4.0M | 0.16% | 527,302 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $3.9M | 0.16% | 964,010 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.9M | 0.16% | 41,710 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $3.8M | 0.15% | 347,529 | Common | SOLE |
| 753422104 | RPD | RAPID7 INC | $3.7M | 0.15% | 86,110 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $3.6M | 0.15% | 63,532 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $3.5M | 0.14% | 182,814 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $3.5M | 0.14% | 117,339 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $3.5M | 0.14% | 178,979 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $3.4M | 0.14% | 113,671 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $3.4M | 0.14% | 243,873 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $3.3M | 0.13% | 20,431 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $3.3M | 0.13% | 14,686 | Common | SOLE |
| 775133101 | ROG | ROGERS CORP | $3.2M | 0.13% | 26,464 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $3.1M | 0.13% | 263,177 | Common | SOLE |
| 651718504 | NPKI | NEWPARK RES INC | $3.0M | 0.12% | 356,246 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $2.9M | 0.12% | 184,834 | Common | SOLE |
| 45667G103 | INFNEUR | INFINERA CORP | $2.7M | 0.11% | 437,970 | Common | SOLE |
| M8216R109 | RSKD | RISKIFIED LTD | $2.5M | 0.10% | 387,019 | Common | SOLE |
| M81873107 | RDWR | RADWARE LTD | $2.3M | 0.09% | 126,029 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $2.2M | 0.09% | 118,983 | Common | SOLE |
| 23283X206 | CTSO | CYTOSORBENTS CORP | $1.9M | 0.07% | 2,663,811 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $1.8M | 0.07% | 809,691 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMACEUTICALS INC | $1.8M | 0.07% | 201,332 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $1.5M | 0.06% | 46,112 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $1.3M | 0.05% | 17,846 | Common | SOLE |
| 438333106 | HNST | HONEST CO INC | $1.3M | 0.05% | 452,275 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $1.3M | 0.05% | 6,269 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $1.2M | 0.05% | 35,169 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $1.2M | 0.05% | 21,485 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $1.2M | 0.05% | 20,275 | Common | SOLE |
| 68628V308 | ORN | ORION GROUP HLDGS INC | $1.1M | 0.04% | 114,590 | Common | SOLE |
| 02128L106 | ALTG | ALTA EQUIPMENT GROUP INC | $601,617 | 0.02% | 74,828 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $582,040 | 0.02% | 10,133 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $414,127 | 0.02% | 504 | Common | SOLE |
| 053604104 | AVPT | AVEPOINT INC | $383,696 | 0.02% | 36,823 | Common | SOLE |
| 09061H307 | BMRAUSD | BIOMERICA INC | $378,429 | 0.02% | 860,456 | Common | SOLE |
| 82536T107 | SSTI | SOUNDTHINKING INC | $365,753 | 0.01% | 30,029 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $335,378 | 0.01% | 2,958 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $326,561 | 0.01% | 8,886 | Common | SOLE |
| 444144109 | HDSN | HUDSON TECHNOLOGIES INC | $299,124 | 0.01% | 34,030 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $144,862 | 0.01% | 23,215 | Common | SOLE |
| 761025105 | RSSS | RESEARCH SOLUTIONS INC | $86,259 | 0.00% | 33,827 | 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.