Q3 2024 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2024-11-14 · accession 0001398344-24-020730
$2.54B
Reported value
187
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30050B101 | EVH | EVOLENT HEALTH INC | $98.7M | 3.88% | 3,491,817 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $93.9M | 3.69% | 234,982 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $85.5M | 3.36% | 2,865,229 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $71.1M | 2.79% | 17,809,484 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $64.6M | 2.54% | 2,280,927 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $63.7M | 2.50% | 1,149,507 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $61.9M | 2.44% | 7,898,939 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $55.4M | 2.18% | 4,000,719 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $53.6M | 2.11% | 1,326,713 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $53.1M | 2.09% | 273,646 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $49.8M | 1.96% | 311,853 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $46.7M | 1.84% | 526,830 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $43.3M | 1.70% | 1,677,809 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $38.9M | 1.53% | 391,445 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $38.6M | 1.52% | 1,579,442 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $38.5M | 1.51% | 194,397 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $35.5M | 1.39% | 1,220,078 | Common | SOLE |
| 83200N103 | SMARGBP | SMARTSHEET INC | $33.3M | 1.31% | 601,323 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $33.2M | 1.30% | 1,455,647 | Common | SOLE |
| G5S37H101 | MRX | MAREX GROUP PLC | $29.1M | 1.15% | 1,233,112 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $27.9M | 1.10% | 410,241 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $27.4M | 1.08% | 363,332 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $27.4M | 1.08% | 1,010,259 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $26.1M | 1.03% | 158,448 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $26.1M | 1.03% | 4,277,643 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $25.4M | 1.00% | 315,430 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $24.6M | 0.97% | 198,411 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $24.4M | 0.96% | 45,862 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $23.4M | 0.92% | 622,876 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $23.2M | 0.91% | 1,656,306 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $22.8M | 0.90% | 319,343 | Common | SOLE |
| 70202L102 | PSN | PARSONS CORP DEL | $21.6M | 0.85% | 208,236 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $21.2M | 0.83% | 549,413 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $20.7M | 0.81% | 1,018,104 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $20.6M | 0.81% | 325,287 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $18.6M | 0.73% | 62,189 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $18.6M | 0.73% | 656,432 | Common | SOLE |
| 92854T100 | — | VIVID SEATS INC | $17.8M | 0.70% | 4,813,985 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $17.2M | 0.68% | 409,186 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $16.6M | 0.65% | 152,825 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $16.5M | 0.65% | 658,634 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $16.1M | 0.63% | 1,031,253 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $15.9M | 0.62% | 217,345 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $15.3M | 0.60% | 9,993,765 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $15.3M | 0.60% | 136,695 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $15.2M | 0.60% | 718,407 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $15.0M | 0.59% | 1,112,172 | Common | SOLE |
| 615111101 | ONT | MONTROSE ENVIRONMENTAL GROUP | $14.6M | 0.58% | 556,057 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $14.3M | 0.56% | 49,152 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $14.3M | 0.56% | 1,102,631 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $14.0M | 0.55% | 2,192,730 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $13.9M | 0.54% | 182,467 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $13.7M | 0.54% | 511,905 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $13.7M | 0.54% | 476,858 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $13.5M | 0.53% | 73,941 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $13.4M | 0.53% | 170,396 | Common | SOLE |
| 85914M107 | STEP | STEPSTONE GROUP INC | $13.3M | 0.52% | 234,333 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $13.1M | 0.52% | 88,255 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $13.1M | 0.51% | 1,078,667 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $12.8M | 0.50% | 664,765 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $12.7M | 0.50% | 359,050 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $12.7M | 0.50% | 507,369 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $12.7M | 0.50% | 352,129 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $12.5M | 0.49% | 714,411 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $12.4M | 0.49% | 209,762 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $12.1M | 0.48% | 131,146 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $12.1M | 0.48% | 425,220 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $12.0M | 0.47% | 181,795 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $11.5M | 0.45% | 1,234,699 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $11.2M | 0.44% | 548,310 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $11.1M | 0.43% | 139,686 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $11.0M | 0.43% | 86,949 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $10.6M | 0.42% | 118,857 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $10.6M | 0.42% | 311,981 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $10.5M | 0.41% | 156,762 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $10.4M | 0.41% | 658,308 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $10.4M | 0.41% | 57,426 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $9.8M | 0.39% | 81,374 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $9.8M | 0.38% | 76,050 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $9.7M | 0.38% | 61,817 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $9.7M | 0.38% | 291,764 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $9.4M | 0.37% | 508,581 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $9.4M | 0.37% | 161,130 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $9.3M | 0.37% | 320,825 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $9.2M | 0.36% | 202,492 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $9.1M | 0.36% | 218,185 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $8.8M | 0.34% | 798,007 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $8.8M | 0.34% | 65,983 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $8.7M | 0.34% | 172,634 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $8.6M | 0.34% | 61,666 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $8.4M | 0.33% | 161,426 | Common | SOLE |
| 42225T107 | HCAT | HEALTH CATALYST INC | $8.4M | 0.33% | 1,032,483 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $8.3M | 0.33% | 738,252 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $8.3M | 0.32% | 146,232 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $8.0M | 0.32% | 160,175 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $7.9M | 0.31% | 644,970 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $7.9M | 0.31% | 200,877 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $7.8M | 0.31% | 23,811 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $7.7M | 0.30% | 613,503 | Common | SOLE |
| 739276103 | POWI | POWER INTEGRATIONS INC | $7.5M | 0.30% | 117,060 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $7.3M | 0.29% | 99,534 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $7.1M | 0.28% | 338,215 | Common | SOLE |
| 88025U109 | TXG | 10X GENOMICS INC | $7.1M | 0.28% | 315,054 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $6.8M | 0.27% | 149,359 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $6.8M | 0.27% | 58,593 | Common | SOLE |
| 095306106 | BLBD | BLUE BIRD CORP | $6.8M | 0.27% | 141,037 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $6.7M | 0.26% | 607,986 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $6.7M | 0.26% | 150,785 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $6.6M | 0.26% | 283,275 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $5.9M | 0.23% | 120,046 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $5.9M | 0.23% | 45,633 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $5.9M | 0.23% | 35,021 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $5.8M | 0.23% | 203,446 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $5.8M | 0.23% | 119,591 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $5.8M | 0.23% | 283,534 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $5.8M | 0.23% | 108,957 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $5.7M | 0.22% | 55,113 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $5.7M | 0.22% | 113,251 | Common | SOLE |
| 45674M101 | INFA1EUR | INFORMATICA INC | $5.5M | 0.22% | 218,977 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $5.5M | 0.22% | 357,838 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $5.4M | 0.21% | 91,757 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $5.4M | 0.21% | 72,428 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $5.2M | 0.21% | 312,520 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $5.2M | 0.20% | 135,222 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $5.1M | 0.20% | 28,746 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $5.1M | 0.20% | 95,926 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $5.1M | 0.20% | 33,445 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $5.1M | 0.20% | 24,443 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $5.0M | 0.20% | 1,865,429 | Common | SOLE |
| 693282105 | PDFS | PDF SOLUTIONS INC | $4.9M | 0.19% | 154,871 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $4.8M | 0.19% | 78,236 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC | $4.8M | 0.19% | 103,349 | Common | SOLE |
| 651718504 | NPKI | NEWPARK RES INC | $4.7M | 0.19% | 683,891 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $4.7M | 0.18% | 183,788 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $4.6M | 0.18% | 825,975 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $4.5M | 0.18% | 106,926 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $4.5M | 0.18% | 184,702 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $4.3M | 0.17% | 150,578 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $4.1M | 0.16% | 108,614 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $4.1M | 0.16% | 66,933 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $3.8M | 0.15% | 496,916 | Common | SOLE |
| 57060D108 | MKTX | MARKETAXESS HLDGS INC | $3.7M | 0.15% | 14,541 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMACEUTICALS INC | $3.7M | 0.14% | 458,411 | Common | SOLE |
| G98196101 | W9N0 | WNS HLDGS LTD | $3.7M | 0.14% | 69,406 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $3.6M | 0.14% | 17,249 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $3.5M | 0.14% | 302,481 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $3.5M | 0.14% | 99,405 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $3.3M | 0.13% | 198,732 | Common | SOLE |
| 753422104 | RPD | RAPID7 INC | $3.3M | 0.13% | 83,158 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $3.3M | 0.13% | 32,812 | Common | SOLE |
| 23283X206 | CTSO | CYTOSORBENTS CORP | $3.1M | 0.12% | 2,094,882 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $3.1M | 0.12% | 48,890 | Common | SOLE |
| 68628V308 | ORN | ORION GROUP HLDGS INC | $3.1M | 0.12% | 536,977 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.1M | 0.12% | 41,029 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $3.0M | 0.12% | 861,433 | Common | SOLE |
| 775133101 | ROG | ROGERS CORP | $3.0M | 0.12% | 26,206 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $2.8M | 0.11% | 170,559 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $2.8M | 0.11% | 126,098 | Common | SOLE |
| 92552R406 | PRSU | VIAD CORP | $2.6M | 0.10% | 73,152 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $2.6M | 0.10% | 69,148 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRA CAP INC | $2.6M | 0.10% | 74,568 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $2.3M | 0.09% | 115,983 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $2.3M | 0.09% | 54,366 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $2.3M | 0.09% | 1,139,899 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $2.3M | 0.09% | 134,138 | Common | SOLE |
| M81873107 | RDWR | RADWARE LTD | $2.2M | 0.09% | 99,987 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $2.2M | 0.09% | 96,916 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $2.2M | 0.09% | 13,724 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $2.0M | 0.08% | 48,518 | Common | SOLE |
| 053604104 | AVPT | AVEPOINT INC | $2.0M | 0.08% | 173,011 | Common | SOLE |
| 03969T109 | ARCT | ARCTURUS THERAPEUTICS HLDGS | $2.0M | 0.08% | 86,416 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $1.6M | 0.06% | 6,482 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS | $1.5M | 0.06% | 100,594 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $714,710 | 0.03% | 15,155 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $635,637 | 0.02% | 7,118 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $625,261 | 0.02% | 1,343 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $529,101 | 0.02% | 10,521 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $419,313 | 0.02% | 11,284 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $330,971 | 0.01% | 358 | Common | SOLE |
| 86800U104 | SMCIUSD | SUPER MICRO COMPUTER INC | $303,556 | 0.01% | 729 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $277,613 | 0.01% | 4,141 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $263,450 | 0.01% | 2,331 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $245,079 | 0.01% | 822 | Common | SOLE |
| 09061H307 | BMRAUSD | BIOMERICA INC | $172,796 | 0.01% | 527,461 | Common | SOLE |
| 761025105 | RSSS | RESEARCH SOLUTIONS INC | $120,740 | 0.00% | 44,227 | Common | SOLE |
| 444144109 | HDSN | HUDSON TECHNOLOGIES INC | $107,644 | 0.00% | 12,907 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $98,201 | 0.00% | 14,879 | 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.