Q4 2024 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2025-02-14 · accession 0001398344-25-002765
$2.40B
Reported value
180
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 05464C101 | AXON | AXON ENTERPRISE INC | $96.1M | 4.01% | 161,667 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $74.2M | 3.10% | 1,132,997 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $71.6M | 2.99% | 17,675,164 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $68.9M | 2.88% | 7,963,691 | Common | SOLE |
| G5S37H101 | MRX | MAREX GROUP PLC | $68.3M | 2.85% | 2,190,604 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $64.6M | 2.70% | 1,538,198 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $58.5M | 2.44% | 11,891,581 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $57.5M | 2.40% | 1,578,370 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $57.5M | 2.40% | 3,613,084 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $55.7M | 2.33% | 302,920 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $53.9M | 2.25% | 519,556 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $49.4M | 2.06% | 1,595,549 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $45.3M | 1.89% | 267,077 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $41.8M | 1.75% | 194,980 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $41.3M | 1.73% | 3,673,710 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $39.4M | 1.64% | 372,321 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $36.6M | 1.53% | 1,453,720 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $36.2M | 1.51% | 1,638,309 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $34.8M | 1.45% | 2,008,977 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $33.2M | 1.39% | 367,029 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $32.8M | 1.37% | 1,022,397 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $31.0M | 1.30% | 1,436,473 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $30.2M | 1.26% | 151,501 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $28.3M | 1.18% | 458,075 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $27.4M | 1.14% | 1,471,610 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $26.6M | 1.11% | 866,094 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $25.8M | 1.08% | 36,992 | Common | SOLE |
| 49456W105 | KLC | KINDERCARE LEARNING COMPANIE | $25.7M | 1.07% | 1,446,059 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $25.6M | 1.07% | 358,206 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $25.3M | 1.06% | 347,916 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $25.2M | 1.05% | 154,249 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $25.0M | 1.04% | 444,064 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $23.6M | 0.98% | 4,028,849 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $22.9M | 0.96% | 1,634,566 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $21.4M | 0.89% | 2,782,215 | Common | SOLE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $20.7M | 0.86% | 2,124,164 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $20.3M | 0.85% | 259,685 | Common | SOLE |
| 85914M107 | STEP | STEPSTONE GROUP INC | $20.2M | 0.84% | 348,735 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $20.0M | 0.83% | 188,763 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $19.7M | 0.82% | 589,169 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $19.3M | 0.81% | 362,598 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $18.2M | 0.76% | 61,004 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $18.2M | 0.76% | 786,369 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $16.7M | 0.70% | 171,383 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $16.4M | 0.69% | 161,577 | Common | SOLE |
| 92854T100 | — | VIVID SEATS INC | $15.7M | 0.65% | 3,381,198 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $15.5M | 0.65% | 107,415 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $14.8M | 0.62% | 1,358,992 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $14.6M | 0.61% | 711,049 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $14.5M | 0.60% | 209,354 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $13.4M | 0.56% | 174,481 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $13.2M | 0.55% | 159,504 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $12.6M | 0.53% | 83,236 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $12.5M | 0.52% | 126,367 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $12.4M | 0.52% | 141,890 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $12.3M | 0.52% | 37,038 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $12.3M | 0.51% | 305,586 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $12.2M | 0.51% | 105,122 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $12.0M | 0.50% | 905,322 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $11.9M | 0.50% | 457,007 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $11.8M | 0.49% | 655,702 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $11.7M | 0.49% | 191,828 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $10.6M | 0.44% | 284,272 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $10.4M | 0.43% | 650,946 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $10.3M | 0.43% | 167,898 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $10.2M | 0.43% | 93,513 | Common | SOLE |
| 45674M101 | INFA1EUR | INFORMATICA INC | $9.9M | 0.41% | 382,966 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $9.7M | 0.40% | 77,029 | Common | SOLE |
| 25381B101 | DMRC | DIGIMARC CORP NEW | $9.3M | 0.39% | 249,435 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $9.3M | 0.39% | 189,283 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $9.3M | 0.39% | 333,618 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $9.2M | 0.38% | 458,898 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $9.2M | 0.38% | 463,110 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $9.1M | 0.38% | 578,967 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $8.8M | 0.37% | 55,442 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $8.5M | 0.35% | 58,790 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $8.0M | 0.33% | 300,013 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $7.6M | 0.32% | 296,707 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $7.6M | 0.32% | 320,558 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $7.5M | 0.31% | 39,289 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $7.5M | 0.31% | 40,766 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $7.5M | 0.31% | 202,419 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $7.4M | 0.31% | 136,438 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $7.3M | 0.31% | 334,355 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $7.2M | 0.30% | 244,057 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $7.1M | 0.30% | 182,333 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $7.1M | 0.30% | 124,941 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $6.9M | 0.29% | 527,147 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $6.7M | 0.28% | 47,549 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $6.7M | 0.28% | 163,657 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $6.5M | 0.27% | 243,669 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $6.3M | 0.26% | 567,689 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $6.1M | 0.25% | 137,005 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $6.1M | 0.25% | 517,180 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $6.0M | 0.25% | 54,366 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $6.0M | 0.25% | 411,120 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $5.8M | 0.24% | 69,841 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $5.8M | 0.24% | 46,463 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $5.7M | 0.24% | 151,347 | Common | SOLE |
| 74766Q101 | QTRX | QUANTERIX CORP | $5.7M | 0.24% | 536,417 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $5.6M | 0.24% | 142,236 | Common | SOLE |
| 651718504 | NPKI | NPK INTERNATIONAL INC | $5.4M | 0.23% | 705,707 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $5.3M | 0.22% | 46,474 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $5.2M | 0.22% | 119,430 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $5.2M | 0.22% | 346,093 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $5.0M | 0.21% | 227,397 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $4.9M | 0.21% | 226,401 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $4.9M | 0.21% | 154,418 | Common | SOLE |
| 580589109 | MGRC | MCGRATH RENTCORP | $4.6M | 0.19% | 41,533 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $4.5M | 0.19% | 26,704 | Common | SOLE |
| 70202L102 | PSN | PARSONS CORP DEL | $4.4M | 0.19% | 48,150 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $4.4M | 0.18% | 201,817 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $4.4M | 0.18% | 104,562 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $4.4M | 0.18% | 82,620 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $4.4M | 0.18% | 42,412 | Common | SOLE |
| 25862V105 | DV | DOUBLEVERIFY HLDGS INC | $4.3M | 0.18% | 221,881 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $4.2M | 0.18% | 92,854 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $4.1M | 0.17% | 120,233 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $4.1M | 0.17% | 45,730 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $4.1M | 0.17% | 158,859 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $4.0M | 0.17% | 47,458 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $4.0M | 0.17% | 50,852 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $4.0M | 0.17% | 20,068 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $3.8M | 0.16% | 115,687 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $3.7M | 0.16% | 24,444 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $3.7M | 0.15% | 149,396 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $3.6M | 0.15% | 306,510 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $3.5M | 0.15% | 372,745 | Common | SOLE |
| 693282105 | PDFS | PDF SOLUTIONS INC | $3.5M | 0.15% | 129,181 | Common | SOLE |
| 42225T107 | HCAT | HEALTH CATALYST INC | $3.5M | 0.15% | 493,364 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $3.4M | 0.14% | 1,617,178 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $3.3M | 0.14% | 314,239 | Common | SOLE |
| 671044105 | OSIS | OSI SYSTEMS INC | $3.3M | 0.14% | 19,851 | Common | SOLE |
| 095306106 | BLBD | BLUE BIRD CORP | $3.3M | 0.14% | 86,006 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $3.2M | 0.13% | 71,215 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $3.1M | 0.13% | 664,281 | Common | SOLE |
| 14843C105 | CSTL | CASTLE BIOSCIENCES INC | $3.0M | 0.12% | 110,824 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $2.8M | 0.12% | 1,636,381 | Common | SOLE |
| 917047102 | URBN | URBAN OUTFITTERS INC | $2.8M | 0.12% | 50,597 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.6M | 0.11% | 27,975 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $2.5M | 0.11% | 239,224 | Common | SOLE |
| 681116109 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $2.4M | 0.10% | 22,322 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HLDG CORP | $2.4M | 0.10% | 79,417 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $2.4M | 0.10% | 133,832 | Common | SOLE |
| 053604104 | AVPT | AVEPOINT INC | $2.3M | 0.09% | 137,306 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $2.1M | 0.09% | 43,760 | Common | SOLE |
| 830566105 | SKAA | SKECHERS U S A INC | $2.1M | 0.09% | 31,241 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $2.1M | 0.09% | 87,251 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $2.0M | 0.08% | 49,515 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRA CAP INC | $1.9M | 0.08% | 70,582 | Common | SOLE |
| 775133101 | ROG | ROGERS CORP | $1.8M | 0.08% | 18,145 | Common | SOLE |
| 848560306 | SPIR | SPIRE GLOBAL INC | $1.8M | 0.07% | 126,069 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $1.5M | 0.06% | 51,842 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $1.4M | 0.06% | 106,079 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $1.2M | 0.05% | 522,786 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $1.1M | 0.05% | 6,241 | Common | SOLE |
| 23283X206 | CTSO | CYTOSORBENTS CORP | $1.1M | 0.05% | 1,204,580 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $1.0M | 0.04% | 3,576 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $986,415 | 0.04% | 5,597 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $948,618 | 0.04% | 93,093 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $935,300 | 0.04% | 29,645 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $854,758 | 0.04% | 7,972 | Common | SOLE |
| 753422104 | RPD | RAPID7 INC | $734,117 | 0.03% | 18,248 | Common | SOLE |
| G98196101 | W9N0 | WNS HLDGS LTD | $696,064 | 0.03% | 14,688 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $695,475 | 0.03% | 12,645 | Common | SOLE |
| 92552R406 | PRSU | VIAD CORP | $523,128 | 0.02% | 12,306 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $495,052 | 0.02% | 12,426 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $450,910 | 0.02% | 5,798 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $414,250 | 0.02% | 11,340 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $249,287 | 0.01% | 10,617 | Common | SOLE |
| 74762E102 | QURE | QUANTA SVCS INC | $237,354 | 0.01% | 751 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $236,680 | 0.01% | 400 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $214,268 | 0.01% | 6,360 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $201,232 | 0.01% | 2,930 | Common | SOLE |
| 09061H307 | BMRAUSD | BIOMERICA INC | $197,696 | 0.01% | 658,767 | Common | SOLE |
| 88830R101 | TITN | TITAN MACHY INC | $195,361 | 0.01% | 13,826 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $145,359 | 0.01% | 32,665 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $99,346 | 0.00% | 17,965 | Common | SOLE |
| 44934S206 | ICADUSD | ICAD INC | $95,755 | 0.00% | 52,325 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $81,927 | 0.00% | 13,564 | 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.