Q3 2025 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2025-11-14 · accession 0001398344-25-020897
$2.44B
Reported value
146
Positions
2025-09-30
Period end
The Brief · Granahan Investment Management, LLC · Q3 2025
AI · grounded in 13F
Granahan Investment Management, LLC established a new position in Porch Group Inc PRCH valued at $161.7M. The fund also initiated new stakes in Genius Sports Limited GENI for $98.8M and Oddity Tech Ltd ODD for $93.9M. Other new additions include Magnite Inc MGNI at $84.4M and Victory Cap Hldgs Inc VCTR at $77.6M. Total assets under management stand at $2.44B across 146 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 733245104 | PRCH | PORCH GROUP INC | $161.7M | 6.62% | 9,636,692 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $98.8M | 4.04% | 7,977,172 | Common | SOLE |
| M7518J104 | ODD | ODDITY TECH LTD | $93.9M | 3.84% | 1,506,457 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $84.4M | 3.45% | 3,873,179 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $77.6M | 3.18% | 1,198,560 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $76.6M | 3.13% | 92,772 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $71.1M | 2.91% | 17,474,795 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $66.2M | 2.71% | 269,437 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $55.6M | 2.28% | 77,451 | Common | SOLE |
| 15643U104 | LEU | CENTRUS ENERGY CORP | $52.3M | 2.14% | 168,660 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $50.9M | 2.09% | 1,893,741 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $48.7M | 1.99% | 2,629,299 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $46.7M | 1.91% | 1,693,195 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $45.8M | 1.88% | 641,492 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $45.2M | 1.85% | 1,237,612 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $44.6M | 1.83% | 267,372 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $43.7M | 1.79% | 1,221,221 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $41.3M | 1.69% | 396,780 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $39.9M | 1.63% | 671,012 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $38.6M | 1.58% | 4,806,314 | Common | SOLE |
| 25400W102 | APPS | DIGITAL TURBINE INC | $36.6M | 1.50% | 5,713,937 | Common | SOLE |
| G5S37H101 | MRX | MAREX GROUP PLC | $35.5M | 1.45% | 1,054,954 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $32.5M | 1.33% | 1,380,626 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $30.7M | 1.26% | 415,166 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $29.9M | 1.22% | 890,072 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $29.8M | 1.22% | 314,344 | Common | SOLE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $28.2M | 1.15% | 2,940,100 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $26.6M | 1.09% | 186,914 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $26.4M | 1.08% | 1,955,150 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $26.1M | 1.07% | 1,667,332 | Common | SOLE |
| 85914M107 | STEP | STEPSTONE GROUP INC | $24.9M | 1.02% | 381,455 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $24.8M | 1.02% | 238,443 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $24.7M | 1.01% | 1,244,466 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $22.8M | 0.93% | 270,166 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $20.3M | 0.83% | 215,944 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $19.7M | 0.81% | 207,758 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $17.9M | 0.73% | 45,850 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $17.4M | 0.71% | 1,749,649 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $16.9M | 0.69% | 682,310 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $16.7M | 0.68% | 228,565 | Common | SOLE |
| 349381103 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $16.7M | 0.68% | 458,594 | Common | SOLE |
| 8676EP108 | STKL | SUNOPTA INC | $16.0M | 0.65% | 2,728,251 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $15.4M | 0.63% | 281,918 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $15.3M | 0.63% | 1,039,649 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $15.2M | 0.62% | 196,810 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $14.4M | 0.59% | 169,790 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $14.1M | 0.58% | 759,951 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $13.1M | 0.54% | 98,837 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $12.9M | 0.53% | 178,188 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $12.9M | 0.53% | 173,109 | Common | SOLE |
| 077347300 | BELFB | BEL FUSE INC | $12.3M | 0.50% | 87,310 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $12.2M | 0.50% | 83,925 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $12.0M | 0.49% | 234,699 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $11.8M | 0.48% | 620,819 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $11.4M | 0.47% | 94,276 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $11.3M | 0.46% | 24,057 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $11.0M | 0.45% | 283,571 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $10.1M | 0.41% | 580,729 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $10.0M | 0.41% | 392,096 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $9.9M | 0.41% | 94,224 | Common | SOLE |
| G66721104 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $9.9M | 0.41% | 401,759 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $9.7M | 0.40% | 105,403 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $9.6M | 0.39% | 74,122 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $9.4M | 0.39% | 164,132 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $9.3M | 0.38% | 69,871 | Common | SOLE |
| 52635N103 | LENZ | LENZ THERAPEUTICS INC | $8.9M | 0.37% | 191,397 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $8.9M | 0.36% | 63,365 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $8.9M | 0.36% | 292,247 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $8.8M | 0.36% | 85,589 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $8.6M | 0.35% | 310,879 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $8.4M | 0.34% | 161,278 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $7.9M | 0.32% | 41,879 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $7.8M | 0.32% | 164,475 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $7.4M | 0.30% | 109,253 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HOLDINGS INC | $7.3M | 0.30% | 165,993 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $7.2M | 0.29% | 289,309 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $6.7M | 0.27% | 270,164 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $6.6M | 0.27% | 15,622 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $6.5M | 0.26% | 651,344 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $6.3M | 0.26% | 621,625 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $6.2M | 0.26% | 66,208 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $6.2M | 0.25% | 455,596 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $6.1M | 0.25% | 396,336 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $6.1M | 0.25% | 36,656 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $6.0M | 0.24% | 253,899 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $5.9M | 0.24% | 342,586 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $5.9M | 0.24% | 345,331 | Common | SOLE |
| 651718504 | NPKI | NPK INTERNATIONAL INC | $5.7M | 0.23% | 499,940 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $5.5M | 0.23% | 118,692 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $5.5M | 0.23% | 339,617 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN HOLDINGS INC | $5.5M | 0.22% | 582,490 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $5.4M | 0.22% | 32,881 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $5.3M | 0.22% | 132,400 | Common | SOLE |
| 15687V109 | CERT | CERTARA INC | $5.2M | 0.21% | 425,999 | Common | SOLE |
| 739128106 | POWL | POWELL INDS INC | $5.1M | 0.21% | 16,764 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $5.0M | 0.21% | 15,728 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $5.0M | 0.21% | 49,728 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $5.0M | 0.20% | 426,219 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $5.0M | 0.20% | 189,529 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMACEUTICALS INC | $5.0M | 0.20% | 347,892 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $4.8M | 0.20% | 129,914 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $4.8M | 0.20% | 349,267 | Common | SOLE |
| 392709101 | GRBK | GREEN BRICK PARTNERS INC | $4.6M | 0.19% | 61,870 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $4.5M | 0.19% | 147,773 | Common | SOLE |
| 53220K504 | LGND | LIGAND PHARMACEUTICALS INC | $4.4M | 0.18% | 24,962 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $4.3M | 0.18% | 509,904 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $4.3M | 0.18% | 266,221 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $4.2M | 0.17% | 200,447 | Common | SOLE |
| 131193104 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $4.2M | 0.17% | 440,926 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $4.2M | 0.17% | 108,989 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $4.0M | 0.17% | 124,246 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $3.8M | 0.16% | 191,479 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $3.7M | 0.15% | 1,116,629 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $3.6M | 0.15% | 24,612 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $3.5M | 0.14% | 87,470 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $3.3M | 0.13% | 20,419 | Common | SOLE |
| 04206A101 | ARLO | ARLO TECHNOLOGIES INC | $3.3M | 0.13% | 192,918 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $2.9M | 0.12% | 53,550 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $2.9M | 0.12% | 350,168 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $2.7M | 0.11% | 35,151 | Common | SOLE |
| 45867G101 | IDCC | INTERDIGITAL INC | $2.6M | 0.11% | 7,455 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $2.6M | 0.11% | 14,940 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $2.6M | 0.10% | 23,709 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $2.6M | 0.10% | 34,838 | Common | SOLE |
| 615111101 | ONT | MONTROSE ENVIRONMENTAL GROUP | $2.5M | 0.10% | 90,740 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $2.4M | 0.10% | 49,281 | Common | SOLE |
| 535219109 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $2.4M | 0.10% | 187,797 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $2.4M | 0.10% | 12,037 | Common | SOLE |
| M8T80P204 | NEXN | NEXXEN INTL LTD | $2.2M | 0.09% | 241,710 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $2.2M | 0.09% | 97,096 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $1.9M | 0.08% | 10,527 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $1.9M | 0.08% | 13,402 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $1.8M | 0.07% | 264,398 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $1.7M | 0.07% | 214,411 | Common | SOLE |
| 08659B102 | BBNX | BETA BIONICS INC | $1.7M | 0.07% | 85,741 | Common | SOLE |
| 68401U204 | OPRX | OPTIMIZERX CORP | $1.5M | 0.06% | 71,046 | Common | SOLE |
| 826919102 | SLAB | SILICON LABORATORIES INC | $1.3M | 0.05% | 9,756 | Common | SOLE |
| 87876P201 | TGEN | TECOGEN INC NEW | $989,698 | 0.04% | 112,338 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $563,601 | 0.02% | 64,338 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $470,723 | 0.02% | 6,615 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $468,276 | 0.02% | 17,731 | Common | SOLE |
| 86887Q109 | SSSS | SURO CAPITAL CORP | $311,391 | 0.01% | 34,599 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $299,291 | 0.01% | 5,131 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $279,963 | 0.01% | 9,748 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $264,643 | 0.01% | 603,519 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $104,318 | 0.00% | 14,078 | 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.