Q1 2026 · 13F-HR
Granahan Investment Management, LLCholdings as filed
Filed 2026-05-15 · accession 0001398344-26-009220
$2.07B
Reported value
149
Positions
2026-03-31
Period end
The Brief · Granahan Investment Management, LLC · Q1 2026
AI · grounded in 13F
Granahan Investment Management, LLC closed its position in ODD for a reduction of $61.2M. The fund established a new position in FPS worth $60.6M and added YSS with a new investment of $21.5M. Additionally, the manager increased its holdings in TTMI by 32.4% and MOD by 15.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $94.4M | 4.57% | 239,469 | Common | SOLE |
| 733245104 | PRCH | PORCH GROUP INC | $90.9M | 4.40% | 12,674,987 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $83.4M | 4.03% | 340,317 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $81.8M | 3.96% | 377,586 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC DEL | $71.2M | 3.44% | 1,087,315 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $65.3M | 3.16% | 20,283,839 | Common | SOLE |
| 34631F102 | FPS | FORGENT POWER SOLUTIONS INC | $60.6M | 2.93% | 2,071,084 | Common | SOLE |
| G5S37H101 | MRX | MAREX GROUP PLC | $54.6M | 2.64% | 1,223,750 | Common | SOLE |
| 65290E101 | NXT | NEXTPOWER INC | $51.2M | 2.47% | 424,434 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $42.4M | 2.05% | 607,917 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $40.7M | 1.97% | 198,694 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $38.5M | 1.86% | 90,692 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $35.9M | 1.74% | 26,027 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $33.7M | 1.63% | 2,298,471 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $32.3M | 1.56% | 1,200,483 | Common | SOLE |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $31.9M | 1.54% | 327,434 | Common | SOLE |
| 349381103 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $31.8M | 1.54% | 935,400 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $30.3M | 1.47% | 2,553,413 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $29.3M | 1.42% | 1,509,546 | Common | SOLE |
| 816850101 | SMTC | SEMTECH CORP | $28.5M | 1.38% | 370,642 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $24.6M | 1.19% | 303,891 | Common | SOLE |
| 750917106 | RMBS | RAMBUS INC DEL | $24.1M | 1.17% | 280,246 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $24.1M | 1.17% | 1,439,659 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $24.0M | 1.16% | 1,739,644 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $23.9M | 1.15% | 5,383,762 | Common | SOLE |
| 825704109 | SIBN | SI BONE INC | $22.0M | 1.06% | 1,739,097 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $21.9M | 1.06% | 195,252 | Common | SOLE |
| 987084100 | YSS | YORK SPACE SYSTEMS INC | $21.5M | 1.04% | 967,610 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $20.9M | 1.01% | 38,493 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $20.9M | 1.01% | 144,476 | Common | SOLE |
| 25400W102 | APPS | DIGITAL TURBINE INC | $20.5M | 0.99% | 7,112,351 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $19.9M | 0.96% | 250,262 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $17.5M | 0.85% | 774,604 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $16.9M | 0.82% | 546,969 | Common | SOLE |
| 04206A101 | ARLO | ARLO TECHNOLOGIES INC | $16.6M | 0.80% | 1,169,490 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $16.3M | 0.79% | 1,024,487 | Common | SOLE |
| 88224Q107 | TCBI | TEXAS CAP BANCSHARES INC | $16.3M | 0.79% | 171,367 | Common | SOLE |
| 02361E108 | AMRC | AMERESCO INC | $16.1M | 0.78% | 630,073 | Common | SOLE |
| 15643U104 | LEU | CENTRUS ENERGY CORP | $15.6M | 0.75% | 89,690 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $14.2M | 0.69% | 896,741 | Common | SOLE |
| 859241101 | STRL | STERLING INFRASTRUCTURE INC | $14.0M | 0.68% | 34,332 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $14.0M | 0.67% | 131,738 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $13.8M | 0.67% | 1,885,312 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $13.8M | 0.67% | 722,057 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $13.8M | 0.67% | 780,500 | Common | SOLE |
| 91532F102 | UMAC | UNUSUAL MACHS INC | $12.6M | 0.61% | 1,016,454 | Common | SOLE |
| 04302A104 | AIP | ARTERIS INC | $11.7M | 0.57% | 713,077 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $11.4M | 0.55% | 1,088,037 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $11.4M | 0.55% | 65,462 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM HOLDINGS INC | $11.3M | 0.55% | 96,022 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $10.9M | 0.53% | 335,586 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $10.8M | 0.52% | 332,192 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $10.6M | 0.51% | 399,067 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $10.6M | 0.51% | 185,271 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $10.2M | 0.50% | 86,953 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $10.2M | 0.49% | 122,099 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $10.1M | 0.49% | 88,833 | Common | SOLE |
| 85914M107 | STEP | STEPSTONE GROUP INC | $10.1M | 0.49% | 211,626 | Common | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $10.1M | 0.49% | 209,256 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $8.8M | 0.42% | 242,393 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $8.4M | 0.40% | 446,152 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $8.3M | 0.40% | 987,607 | Common | SOLE |
| 293594107 | ENVX | ENOVIX CORPORATION | $8.2M | 0.40% | 1,589,586 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $8.1M | 0.39% | 63,212 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $7.7M | 0.37% | 156,314 | Common | SOLE |
| 03945R102 | ACHR | ARCHER AVIATION INC | $7.7M | 0.37% | 1,480,746 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $7.6M | 0.37% | 102,911 | Common | SOLE |
| 532257805 | LPTH | LIGHTPATH TECHNOLOGIES INC | $7.6M | 0.37% | 753,621 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $7.5M | 0.36% | 40,736 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.2M | 0.35% | 306,321 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $7.0M | 0.34% | 387,470 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $6.8M | 0.33% | 114,599 | Common | SOLE |
| 01749D105 | ALGM | ALLEGRO MICROSYSTEMS INC | $6.8M | 0.33% | 215,001 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $6.8M | 0.33% | 77,709 | Common | SOLE |
| 45257U108 | IMNM | IMMUNOME INC | $6.7M | 0.32% | 307,021 | Common | SOLE |
| 553368101 | MP | MP MATERIALS CORP | $6.7M | 0.32% | 138,658 | Common | SOLE |
| 535219109 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $6.7M | 0.32% | 385,383 | Common | SOLE |
| 922417100 | VECO | VEECO INSTRS INC DEL | $6.5M | 0.32% | 192,731 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $6.5M | 0.32% | 375,784 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $6.5M | 0.31% | 161,047 | Common | SOLE |
| 29765A101 | LIFE | ETHOS TECHNOLOGIES INC | $6.5M | 0.31% | 580,595 | Common | SOLE |
| 086921103 | BETA | BETA TECHNOLOGIES INC | $6.3M | 0.31% | 431,958 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $6.3M | 0.31% | 200,843 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $6.3M | 0.31% | 75,086 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $6.3M | 0.30% | 250,773 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $6.2M | 0.30% | 96,605 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $6.1M | 0.30% | 130,103 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $6.1M | 0.30% | 1,186,655 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $6.1M | 0.29% | 104,478 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $6.1M | 0.29% | 244,430 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMM HOLDINGS INC | $6.0M | 0.29% | 317,447 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $5.9M | 0.29% | 156,318 | Common | SOLE |
| 131193104 | CALY | CALLAWAY GOLF CO | $5.9M | 0.28% | 422,920 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $5.8M | 0.28% | 63,054 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $5.8M | 0.28% | 104,282 | Common | SOLE |
| 651718504 | NPKI | NPK INTERNATIONAL INC | $5.8M | 0.28% | 401,658 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $5.6M | 0.27% | 16,516 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL CORP | $5.5M | 0.27% | 92,728 | Common | SOLE |
| G3323L100 | FN | FABRINET | $5.4M | 0.26% | 10,431 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $5.3M | 0.26% | 921,854 | Common | SOLE |
| 615111101 | ONT | MONTROSE ENVIRONMENTAL GROUP | $5.3M | 0.26% | 241,787 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5.3M | 0.25% | 56,099 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $5.2M | 0.25% | 29,902 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $5.2M | 0.25% | 35,455 | Common | SOLE |
| 53220K504 | LGND | LIGAND PHARMACEUTICALS INC | $4.8M | 0.23% | 24,165 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $4.8M | 0.23% | 72,464 | Common | SOLE |
| 76655K103 | RGTI | RIGETTI COMPUTING INC | $4.6M | 0.22% | 326,721 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $4.4M | 0.21% | 43,003 | Common | SOLE |
| 221006109 | CRVL | CORVEL CORP | $4.4M | 0.21% | 79,896 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $4.3M | 0.21% | 695,070 | Common | SOLE |
| 46222L108 | IONQ | IONQ INC | $4.2M | 0.20% | 146,012 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $4.1M | 0.20% | 42,573 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $4.1M | 0.20% | 220,600 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $4.1M | 0.20% | 272,622 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $4.0M | 0.19% | 252,868 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $4.0M | 0.19% | 55,253 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $3.9M | 0.19% | 883,241 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $3.8M | 0.19% | 114,825 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT INC | $3.8M | 0.19% | 297,108 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $3.7M | 0.18% | 66,182 | Common | SOLE |
| 775133101 | ROG | ROGERS CORP | $3.5M | 0.17% | 32,869 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $3.5M | 0.17% | 7,985 | Common | SOLE |
| 14154A102 | CDNL | CARDINAL INFRASTRUCTURE GROU | $3.3M | 0.16% | 82,464 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $3.2M | 0.16% | 40,843 | Common | SOLE |
| 925550105 | VIAV | VIAVI SOLUTIONS INC | $3.2M | 0.15% | 95,761 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $3.1M | 0.15% | 367,578 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $3.0M | 0.15% | 14,704 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HLDGS INC | $2.9M | 0.14% | 33,699 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $2.9M | 0.14% | 27,391 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $2.7M | 0.13% | 37,500 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $2.6M | 0.12% | 13,213 | Common | SOLE |
| 384747101 | GRAL | GRAIL INC | $2.6M | 0.12% | 49,628 | Common | SOLE |
| 08659B102 | BBNX | BETA BIONICS INC | $2.5M | 0.12% | 248,449 | Common | SOLE |
| 640491106 | NEOG | NEOGEN CORP | $2.3M | 0.11% | 250,026 | Common | SOLE |
| 107924102 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $2.1M | 0.10% | 231,040 | Common | SOLE |
| 302081104 | EXLS | EXLSERVICE HLDGS INC | $1.9M | 0.09% | 63,086 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $1.9M | 0.09% | 231,138 | Common | SOLE |
| 911549103 | UAMY | UNITED STATES ANTIMONY CORP | $1.9M | 0.09% | 218,184 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $1.7M | 0.08% | 81,924 | Common | SOLE |
| 28617B606 | ELVA | ELECTROVAYA INC | $1.6M | 0.08% | 200,195 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $1.5M | 0.07% | 283,646 | Common | SOLE |
| 75644T100 | RCAT | RED CAT HLDGS INC | $1.4M | 0.07% | 109,603 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $866,245 | 0.04% | 40,996 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $565,257 | 0.03% | 30,260 | Common | SOLE |
| 46266A109 | IRMD | IRADIMED CORP | $471,674 | 0.02% | 4,900 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $436,366 | 0.02% | 5,941 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN HOLDINGS INC | $387,238 | 0.02% | 30,782 | Common | SOLE |
| 86887Q109 | SSSS | SURO CAPITAL CORP | $230,790 | 0.01% | 21,549 | Common | SOLE |
| 87876P201 | TGEN | TECOGEN INC NEW | $226,550 | 0.01% | 88,496 | 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.