Q1 2025 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001398344-25-009461
$2.01B
Reported value
159
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 733245104 | PRCH | PORCH GROUP INC | $85.5M | 4.26% | 11,728,584 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $77.9M | 3.88% | 7,785,387 | Common | SOLE |
| G5S37H101 | MRX | MAREX GROUP PLC | $74.8M | 3.72% | 2,117,060 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $67.3M | 3.35% | 1,555,191 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $60.6M | 3.02% | 1,047,949 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $53.6M | 2.67% | 403,668 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $49.7M | 2.47% | 1,497,941 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $47.1M | 2.35% | 5,400,238 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $47.1M | 2.35% | 1,560,944 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $44.4M | 2.21% | 84,333 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $42.2M | 2.10% | 233,017 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $41.0M | 2.04% | 1,897,509 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $38.2M | 1.90% | 342,978 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $38.2M | 1.90% | 378,982 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $35.7M | 1.78% | 17,520,397 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $32.8M | 1.64% | 954,921 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $32.3M | 1.61% | 1,693,833 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $30.2M | 1.51% | 2,649,990 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $29.1M | 1.45% | 1,138,557 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $27.5M | 1.37% | 347,693 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $26.6M | 1.33% | 1,063,717 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $26.5M | 1.32% | 1,594,267 | Common | SOLE |
| 85914M107 | STEP | STEPSTONE GROUP INC | $26.5M | 1.32% | 508,151 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $22.0M | 1.10% | 68,252 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $20.6M | 1.03% | 336,573 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $20.5M | 1.02% | 401,143 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $20.1M | 1.00% | 1,432,701 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $20.0M | 1.00% | 62,292 | Common | SOLE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $19.9M | 0.99% | 2,800,177 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $19.5M | 0.97% | 238,142 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $19.4M | 0.97% | 34,001 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $19.2M | 0.96% | 1,361,305 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $18.0M | 0.89% | 95,913 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $17.8M | 0.89% | 232,146 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $17.5M | 0.87% | 233,766 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $17.3M | 0.86% | 620,627 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $16.4M | 0.82% | 667,057 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $16.3M | 0.81% | 3,346,836 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $15.9M | 0.79% | 213,167 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $15.5M | 0.77% | 842,880 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $15.1M | 0.75% | 686,822 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $14.9M | 0.74% | 134,548 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $14.7M | 0.73% | 175,694 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $14.6M | 0.73% | 337,875 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $14.3M | 0.71% | 187,802 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $14.3M | 0.71% | 204,859 | Common | SOLE |
| 49456W105 | KLC | KINDERCARE LEARNING COMPANIE | $14.2M | 0.71% | 1,228,286 | Common | SOLE |
| 498894104 | KNF | KNIFE RIVER CORP | $13.9M | 0.69% | 154,247 | Common | SOLE |
| 15643U104 | LEU | CENTRUS ENERGY CORP | $13.4M | 0.67% | 216,047 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $12.9M | 0.64% | 1,361,830 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $12.9M | 0.64% | 101,197 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $12.8M | 0.64% | 144,756 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $12.6M | 0.63% | 360,949 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $11.4M | 0.57% | 843,499 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $11.4M | 0.57% | 185,582 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $11.3M | 0.56% | 151,481 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $10.9M | 0.54% | 246,302 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $10.5M | 0.52% | 166,704 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $10.2M | 0.51% | 124,489 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $10.1M | 0.50% | 96,630 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $10.1M | 0.50% | 534,409 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $10.0M | 0.50% | 439,500 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $9.7M | 0.48% | 1,326,217 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $9.4M | 0.47% | 50,874 | Common | SOLE |
| 848560306 | SPIR | SPIRE GLOBAL INC | $9.2M | 0.46% | 1,139,175 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $8.9M | 0.44% | 367,961 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $8.4M | 0.42% | 622,968 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $8.1M | 0.41% | 64,671 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $8.1M | 0.40% | 199,493 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $8.0M | 0.40% | 361,894 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $8.0M | 0.40% | 250,742 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $7.2M | 0.36% | 21,424 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $7.2M | 0.36% | 317,416 | Common | SOLE |
| L44385109 | GLOB | GLOBANT S A | $7.1M | 0.35% | 60,368 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $6.9M | 0.35% | 57,101 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $6.9M | 0.34% | 56,339 | Common | SOLE |
| 739128106 | POWL | POWELL INDS INC | $6.8M | 0.34% | 40,200 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $6.8M | 0.34% | 549,942 | Common | SOLE |
| 392709101 | GRBK | GREEN BRICK PARTNERS INC | $6.7M | 0.33% | 114,813 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $6.7M | 0.33% | 128,682 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $6.4M | 0.32% | 274,709 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $6.4M | 0.32% | 478,038 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $6.3M | 0.31% | 56,193 | Common | SOLE |
| 92854T100 | — | VIVID SEATS INC | $6.3M | 0.31% | 2,123,080 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $6.2M | 0.31% | 173,430 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $6.2M | 0.31% | 183,808 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $5.9M | 0.30% | 140,638 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $5.9M | 0.29% | 292,165 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $5.8M | 0.29% | 54,862 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $5.6M | 0.28% | 142,220 | Common | SOLE |
| 199333105 | CMCO | COLUMBUS MCKINNON CORP N Y | $5.4M | 0.27% | 316,856 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $5.3M | 0.26% | 59,539 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $5.2M | 0.26% | 200,076 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $5.0M | 0.25% | 416,496 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $4.9M | 0.24% | 407,589 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $4.8M | 0.24% | 217,667 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $4.5M | 0.23% | 86,716 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $4.5M | 0.23% | 176,166 | Common | SOLE |
| 651718504 | NPKI | NPK INTERNATIONAL INC | $4.5M | 0.22% | 776,430 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $4.5M | 0.22% | 126,752 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $4.4M | 0.22% | 660,430 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $4.4M | 0.22% | 225,040 | Common | SOLE |
| 580589109 | MGRC | MCGRATH RENTCORP | $4.3M | 0.22% | 39,043 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $4.3M | 0.22% | 71,783 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $4.2M | 0.21% | 138,691 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $4.1M | 0.21% | 29,234 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $4.1M | 0.20% | 28,151 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $4.0M | 0.20% | 108,340 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $4.0M | 0.20% | 95,720 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $3.9M | 0.19% | 132,108 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $3.8M | 0.19% | 175,696 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $3.8M | 0.19% | 479,590 | Common | SOLE |
| 74346Y103 | PRO | PROS HOLDINGS INC | $3.7M | 0.19% | 195,622 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $3.5M | 0.17% | 32,402 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $3.4M | 0.17% | 475,946 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $3.3M | 0.16% | 55,057 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $3.3M | 0.16% | 129,721 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $3.3M | 0.16% | 25,610 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $3.1M | 0.16% | 20,299 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $3.1M | 0.15% | 27,216 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $2.9M | 0.15% | 172,316 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $2.8M | 0.14% | 419,271 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $2.8M | 0.14% | 102,682 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $2.7M | 0.14% | 146,491 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $2.6M | 0.13% | 32,528 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.5M | 0.12% | 61,984 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $2.4M | 0.12% | 93,566 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $2.4M | 0.12% | 124,527 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $2.4M | 0.12% | 115,889 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $2.3M | 0.12% | 234,960 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $2.3M | 0.12% | 32,491 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $2.3M | 0.11% | 1,640,793 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $2.2M | 0.11% | 45,759 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $1.9M | 0.09% | 156,707 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $1.8M | 0.09% | 441,361 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $1.6M | 0.08% | 224,527 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $1.6M | 0.08% | 52,337 | Common | SOLE |
| 41068X100 | HASI | HA SUSTAINABLE INFRA CAP INC | $1.6M | 0.08% | 54,753 | Common | SOLE |
| 053604104 | AVPT | AVEPOINT INC | $1.6M | 0.08% | 110,749 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC | $1.6M | 0.08% | 7,602 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $1.5M | 0.08% | 14,772 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $1.1M | 0.06% | 7,194 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $920,691 | 0.05% | 5,548 | Common | NONE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $864,788 | 0.04% | 1,527,894 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $803,054 | 0.04% | 31,956 | Common | SOLE |
| 38267D109 | GSHD | GOOSEHEAD INS INC | $591,244 | 0.03% | 5,008 | Common | NONE |
| 25400W102 | APPS | DIGITAL TURBINE INC | $585,240 | 0.03% | 215,558 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $514,377 | 0.03% | 20,085 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $503,615 | 0.03% | 72,882 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $449,176 | 0.02% | 8,559 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $378,141 | 0.02% | 57,381 | Common | SOLE |
| 23283X206 | CTSO | CYTOSORBENTS CORP | $358,418 | 0.02% | 358,418 | Common | SOLE |
| 92552R406 | PRSU | PURSUIT ATTRACTIONS AND HOSP | $341,620 | 0.02% | 9,653 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN HOLDINGS INC | $314,731 | 0.02% | 36,093 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $230,213 | 0.01% | 12,663 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $200,086 | 0.01% | 3,674 | Common | SOLE |
| 86887Q109 | SSSS | SURO CAPITAL CORP | $194,014 | 0.01% | 39,037 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $98,738 | 0.00% | 26,831 | Common | SOLE |
| 09061H307 | BMRAUSD | BIOMERICA INC | $49,878 | 0.00% | 87,968 | 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.