Institutional
Granahan Investment Management, LLC
CIK 0001026710
$2.07B
Reported AUM
149
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY CORP | $503.71 | -5.07% | 95.93% | 1499.23% | $94.4M | 4.57% | — | HELD |
| 2 | PRCH | PORCH GROUP INC | $14.34 | 16.02% | 16.59% | -28.30% | $90.9M | 4.40% | — | HELD |
| 3 | FTAI | FTAI AVIATION LTD | $197.50 | 0.07% | 36.90% | 836.75% | $83.4M | 4.03% | — | HELD |
| 4 | MOD | MODINE MFG CO | $193.91 | 8.91% | 45.03% | 1458.76% | $81.8M | 3.96% | — | HELD |
| 5 | VCTR | VICTORY CAP HLDGS INC DEL | $98.48 | 1.05% | 51.54% | 228.82% | $71.2M | 3.44% | — | HELD |
| 6 | INDI | INDIE SEMICONDUCTOR INC | $3.16 | 4.98% | -15.51% | -68.71% | $65.3M | 3.16% | — | HELD |
| 7 | FPS | FORGENT POWER SOLUTIONS INC | $33.28 | 13.78% | -13.36% | -0.07% | $60.6M | 2.93% | — | HELD |
| 8 | MRX | MAREX GROUP PLC | $65.92 | 4.40% | 74.02% | 232.03% | $54.6M | 2.64% | — | HELD |
| 9 | NXT | NEXTPOWER INC | $96.90 | 4.56% | 75.94% | 174.49% | $51.2M | 2.47% | — | HELD |
| 10 | KRUS | KURA SUSHI USA INC | $46.73 | -2.24% | -45.60% | -8.03% | $42.4M | 2.05% | — | HELD |
| 11 | ONTO | ONTO INNOVATION INC | $250.52 | 14.75% | 131.51% | 194.50% | $40.7M | 1.97% | — | HELD |
| 12 | AXON | AXON ENTERPRISE INC | $525.30 | -1.11% | -29.25% | 188.83% | $38.5M | 1.86% | — | HELD |
| 13 | FIX | COMFORT SYS USA INC | $1697.84 | 11.70% | 144.74% | 2179.41% | $35.9M | 1.74% | — | HELD |
| 14 | KRNT | KORNIT DIGITAL LTD | $15.00 | 2.60% | -19.57% | -88.49% | $33.7M | 1.63% | — | HELD |
| 15 | LTH | LIFE TIME GROUP HOLDINGS INC | $44.20 | -3.28% | 60.50% | 122.50% | $32.3M | 1.56% | — | HELD |
| 16 | TTMI | TTM TECHNOLOGIES INC | $115.51 | 13.50% | 166.52% | 725.07% | $31.9M | 1.54% | — | HELD |
| 17 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $25.81 | 3.36% | -21.63% | -35.71% | $31.8M | 1.54% | — | HELD |
| 18 | MGNI | MAGNITE INC | $19.39 | -1.72% | -11.09% | -32.01% | $30.3M | 1.47% | — | HELD |
| 19 | QXO | QXO INC | $13.46 | 0.45% | -30.39% | -70.40% | $29.3M | 1.42% | — | HELD |
| 20 | SMTC | SEMTECH CORP | $114.61 | 10.68% | 106.52% | 48.10% | $28.5M | 1.38% | — | HELD |
| 21 | CAVA | CAVA GROUP INC | $66.44 | 1.65% | -21.19% | 16.34% | $24.6M | 1.19% | — | HELD |
| 22 | RMBS | RAMBUS INC DEL | $89.58 | 8.18% | 21.94% | 271.01% | $24.1M | 1.17% | — | HELD |
| 23 | SRAD | SPORTRADAR GROUP AG | $14.70 | -1.67% | -51.34% | -31.15% | $24.1M | 1.17% | — | HELD |
| 24 | CLBT | CELLEBRITE DI LTD | $14.57 | -3.32% | 10.00% | 47.02% | $24.0M | 1.16% | — | HELD |
| 25 | GENI | GENIUS SPORTS LIMITED | $6.98 | -4.51% | -40.58% | -66.16% | $23.9M | 1.15% | — | HELD |
| 26 | SIBN | SI BONE INC | $17.99 | -2.44% | 3.45% | -26.30% | $22.0M | 1.06% | — | HELD |
| 27 | SIMO | SILICON MOTION TECHNOLOGY CO | $255.10 | 21.66% | 179.42% | 211.06% | $21.9M | 1.06% | — | HELD |
| 28 | YSS | YORK SPACE SYSTEMS INC | $15.26 | 1.60% | -55.05% | -40.39% | $21.5M | 1.04% | — | HELD |
| 29 | RBC | RBC BEARINGS INC | $561.90 | 2.11% | 40.19% | 152.26% | $20.9M | 1.01% | — | HELD |
| 30 | MTRN | MATERION CORP | $208.11 | 9.91% | 98.87% | 191.76% | $20.9M | 1.01% | — | HELD |
| 31 | APPS | DIGITAL TURBINE INC | $8.19 | 0.86% | — | — | $20.5M | 0.99% | — | HELD |
| 32 | CWST | CASELLA WASTE SYS INC | $89.50 | -1.08% | — | — | $19.9M | 0.96% | — | HELD |
| 33 | GTES | GATES INDL CORP PLC | $25.78 | 3.45% | — | — | $17.5M | 0.85% | — | HELD |
| 34 | GLBE | GLOBAL E ONLINE LTD | $39.87 | -0.97% | — | — | $16.9M | 0.82% | — | HELD |
| 35 | ARLO | ARLO TECHNOLOGIES INC | $14.47 | -0.28% | — | — | $16.6M | 0.80% | — | HELD |
| 36 | ZETA | ZETA GLOBAL HOLDINGS CORP | $21.37 | -3.22% | — | — | $16.3M | 0.79% | — | HELD |
| 37 | TCBI | TEXAS CAP BANCSHARES INC | $98.74 | 0.33% | — | — | $16.3M | 0.79% | — | HELD |
| 38 | AMRC | AMERESCO INC | $20.66 | 11.62% | — | — | $16.1M | 0.78% | — | HELD |
| 39 | LEU | CENTRUS ENERGY CORP | $176.75 | 10.68% | — | — | $15.6M | 0.75% | — | HELD |
| 40 | KIDS | ORTHOPEDIATRICS CORP | $20.11 | 0.60% | — | — | $14.2M | 0.69% | — | HELD |
| 41 | STRL | STERLING INFRASTRUCTURE INC | $580.73 | 17.50% | — | — | $14.0M | 0.68% | — | HELD |
| 42 | SN | SHARKNINJA INC | $163.33 | 2.58% | — | — | $14.0M | 0.67% | — | HELD |
| 43 | COMP | COMPASS INC | $11.46 | -1.29% | — | — | $13.8M | 0.67% | — | HELD |
| 44 | BLFS | BIOLIFE SOLUTIONS INC | $31.64 | 0.44% | — | — | $13.8M | 0.67% | — | HELD |
| 45 | ALHC | ALIGNMENT HEALTHCARE INC | $18.61 | 1.75% | — | — | $13.8M | 0.67% | — | HELD |
| 46 | UMAC | UNUSUAL MACHS INC | $20.51 | 18.83% | — | — | $12.6M | 0.61% | — | HELD |
| 47 | AIP | ARTERIS INC | $29.30 | 8.68% | — | — | $11.7M | 0.57% | — | HELD |
| 48 | FWRG | FIRST WATCH RESTAURANT GROUP | $13.34 | 1.06% | — | — | $11.4M | 0.55% | — | HELD |
| 49 | DAVE | DAVE INC | $377.64 | -0.36% | — | — | $11.4M | 0.55% | — | HELD |
| 50 | IRTC | IRHYTHM HOLDINGS INC | $119.08 | -2.74% | — | — | $11.3M | 0.55% | — | HELD |
| 51 | STOK | STOKE THERAPEUTICS INC | $30.04 | 1.90% | — | — | $10.9M | 0.53% | — | HELD |
| 52 | VKTX | VIKING THERAPEUTICS INC | $33.11 | -0.96% | — | — | $10.8M | 0.52% | — | HELD |
| 53 | TOST | TOAST INC | $32.85 | 0.77% | — | — | $10.6M | 0.51% | — | HELD |
| 54 | LASR | NLIGHT INC | $65.71 | 11.24% | — | — | $10.6M | 0.51% | — | HELD |
| 55 | RGEN | REPLIGEN CORP | $143.60 | 1.68% | — | — | $10.2M | 0.50% | — | HELD |
| 56 | HQY | HEALTHEQUITY INC | $100.99 | -3.02% | — | — | $10.2M | 0.49% | — | HELD |
| 57 | CELC | CELCUITY INC | $87.64 | 5.26% | — | — | $10.1M | 0.49% | — | HELD |
| 58 | STEP | STEPSTONE GROUP INC | $43.63 | 1.47% | — | — | $10.1M | 0.49% | — | HELD |
| 59 | KNSA | KINIKSA PHARMACEUTICALS INTL | $78.20 | -3.36% | — | — | $10.1M | 0.49% | — | HELD |
| 60 | UTI | UNIVERSAL TECHNICAL INST INC | $40.06 | -2.39% | — | — | $8.8M | 0.42% | — | HELD |
| 61 | CHYM | CHIME FINL INC | $22.60 | 0.80% | — | — | $8.4M | 0.40% | — | HELD |
| 62 | PHR | PHREESIA INC | $10.61 | -4.76% | — | — | $8.3M | 0.40% | — | HELD |
| 63 | ENVX | ENOVIX CORPORATION | $4.18 | 13.59% | — | — | $8.2M | 0.40% | — | HELD |
| 64 | JBTM | JBT MAREL CORPORATION | $140.37 | -0.56% | — | — | $8.1M | 0.39% | — | HELD |
| 65 | SRRK | SCHOLAR ROCK HLDG CORP | $48.99 | -0.14% | — | — | $7.7M | 0.37% | — | HELD |
| 66 | ACHR | ARCHER AVIATION INC | $4.74 | 5.80% | — | — | $7.7M | 0.37% | — | HELD |
| 67 | BBIO | BRIDGEBIO PHARMA INC | $82.14 | -1.68% | — | — | $7.6M | 0.37% | — | HELD |
| 68 | LPTH | LIGHTPATH TECHNOLOGIES INC | $10.33 | 10.01% | — | — | $7.6M | 0.37% | — | HELD |
| 69 | AVAV | AEROVIRONMENT INC | $146.57 | 3.13% | — | — | $7.5M | 0.36% | — | HELD |
| 70 | SNDX | SYNDAX PHARMACEUTICALS INC | $19.48 | 1.35% | — | — | $7.2M | 0.35% | — | HELD |
| 71 | MEC | MAYVILLE ENGR CO INC | $25.89 | 1.93% | — | — | $7.0M | 0.34% | — | HELD |
| 72 | CHEF | CHEFS WHSE INC | $112.22 | 6.24% | — | — | $6.8M | 0.33% | — | HELD |
| 73 | ALGM | ALLEGRO MICROSYSTEMS INC | $41.45 | -1.80% | — | — | $6.8M | 0.33% | — | HELD |
| 74 | RYTM | RHYTHM PHARMACEUTICALS INC | $105.74 | -0.74% | — | — | $6.8M | 0.33% | — | HELD |
| 75 | IMNM | IMMUNOME INC | $23.08 | -0.13% | — | — | $6.7M | 0.32% | — | HELD |
| 76 | MP | MP MATERIALS CORP | $41.66 | 9.34% | — | — | $6.7M | 0.32% | — | HELD |
| 77 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $29.79 | 0.13% | — | — | $6.7M | 0.32% | — | HELD |
| 78 | VECO | VEECO INSTRS INC DEL | $48.37 | 12.51% | — | — | $6.5M | 0.32% | — | HELD |
| 79 | WSC | WILLSCOT HLDGS CORP | $24.03 | -0.37% | — | — | $6.5M | 0.32% | — | HELD |
| 80 | CSGP | COSTAR GROUP INC | $29.46 | -1.24% | — | — | $6.5M | 0.31% | — | HELD |
| 81 | LIFE | ETHOS TECHNOLOGIES INC | $20.27 | 2.17% | — | — | $6.5M | 0.31% | — | HELD |
| 82 | BETA | BETA TECHNOLOGIES INC | $17.57 | 3.60% | — | — | $6.3M | 0.31% | — | HELD |
| 83 | EWTX | EDGEWISE THERAPEUTICS INC | $41.12 | 3.45% | — | — | $6.3M | 0.31% | — | HELD |
| 84 | APGE | APOGEE THERAPEUTICS INC | $134.30 | 0.07% | — | — | $6.3M | 0.31% | — | HELD |
| 85 | ZYME | ZYMEWORKS INC | $22.71 | 3.18% | — | — | $6.3M | 0.30% | — | HELD |
| 86 | WGS | GENEDX HOLDINGS CORP | $68.96 | 8.28% | — | — | $6.2M | 0.30% | — | HELD |
| 87 | FROG | JFROG LTD | $78.42 | 7.02% | — | — | $6.1M | 0.30% | — | HELD |
| 88 | OWLT | OWLET INC | $5.25 | 3.96% | — | — | $6.1M | 0.30% | — | HELD |
| 89 | XENE | XENON PHARMACEUTICALS INC | $64.19 | 1.73% | — | — | $6.1M | 0.29% | — | HELD |
| 90 | IMVT | IMMUNOVANT INC | $39.48 | 2.25% | — | — | $6.1M | 0.29% | — | HELD |
| 91 | CCOI | COGENT COMM HOLDINGS INC | $13.24 | 4.33% | — | — | $6.0M | 0.29% | — | HELD |
| 92 | NTNX | NUTANIX INC | $59.26 | -0.52% | — | — | $5.9M | 0.29% | — | HELD |
| 93 | CALY | CALLAWAY GOLF CO | $18.53 | 1.59% | — | — | $5.9M | 0.28% | — | HELD |
| 94 | LSCC | LATTICE SEMICONDUCTOR CORP | $124.53 | 10.24% | — | — | $5.8M | 0.28% | — | HELD |
| 95 | RDNT | RADNET INC | $62.69 | -1.07% | — | — | $5.8M | 0.28% | — | HELD |
| 96 | NPKI | NPK INTERNATIONAL INC | $12.46 | 3.40% | — | — | $5.8M | 0.28% | — | HELD |
| 97 | KNSL | KINSALE CAP GROUP INC | $355.87 | -5.52% | — | — | $5.6M | 0.27% | — | HELD |
| 98 | CECO | CECO ENVIRONMENTAL CORP | $65.54 | 9.56% | — | — | $5.5M | 0.27% | — | HELD |
| 99 | FN | FABRINET | $439.33 | 5.99% | — | — | $5.4M | 0.26% | — | HELD |
| 100 | XERS | XERIS BIOPHARMA HOLDINGS INC | $8.42 | 0.48% | — | — | $5.3M | 0.26% | — | HELD |
| 101 | ONT | MONTROSE ENVIRONMENTAL GROUP | — | — | — | — | $5.3M | 0.26% | — | HELD |
| 102 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | — | — | — | — | $5.3M | 0.25% | — | HELD |
| 103 | TSEM | TOWER SEMICONDUCTOR LTD | — | — | — | — | $5.2M | 0.25% | — | HELD |
| 104 | BOOT | BOOT BARN HLDGS INC | — | — | — | — | $5.2M | 0.25% | — | HELD |
| 105 | LGND | LIGAND PHARMACEUTICALS INC | — | — | — | — | $4.8M | 0.23% | — | HELD |
| 106 | CYTK | CYTOKINETICS INC | — | — | — | — | $4.8M | 0.23% | — | HELD |
| 107 | RGTI | RIGETTI COMPUTING INC | — | — | — | — | $4.6M | 0.22% | — | HELD |
| 108 | NUVL | NUVALENT INC | — | — | — | — | $4.4M | 0.21% | — | HELD |
| 109 | CRVL | CORVEL CORP | — | — | — | — | $4.4M | 0.21% | — | HELD |
| 110 | MASS | 908 DEVICES INC | — | — | — | — | $4.3M | 0.21% | — | HELD |
| 111 | IONQ | IONQ INC | — | — | — | — | $4.2M | 0.20% | — | HELD |
| 112 | RVMD | REVOLUTION MEDICINES INC | — | — | — | — | $4.1M | 0.20% | — | HELD |
| 113 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | — | — | — | — | $4.1M | 0.20% | — | HELD |
| 114 | CORZ | CORE SCIENTIFIC INC NEW | — | — | — | — | $4.1M | 0.20% | — | HELD |
| 115 | ALKT | ALKAMI TECHNOLOGY INC | — | — | — | — | $4.0M | 0.19% | — | HELD |
| 116 | DSGX | DESCARTES SYS GROUP INC | — | — | — | — | $4.0M | 0.19% | — | HELD |
| 117 | TSHA | TAYSHA GENE THERAPIES INC | — | — | — | — | $3.9M | 0.19% | — | HELD |
| 118 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $3.8M | 0.19% | — | HELD |
| 119 | EYPT | EYEPOINT INC | — | — | — | — | $3.8M | 0.19% | — | HELD |
| 120 | ANAB | ANAPTYSBIO INC | — | — | — | — | $3.7M | 0.18% | — | HELD |
| 121 | ROG | ROGERS CORP | — | — | — | — | $3.5M | 0.17% | — | HELD |
| 122 | NVMI | NOVA LTD | — | — | — | — | $3.5M | 0.17% | — | HELD |
| 123 | CDNL | CARDINAL INFRASTRUCTURE GROU | — | — | — | — | $3.3M | 0.16% | — | HELD |
| 124 | OKTA | OKTA INC | — | — | — | — | $3.2M | 0.16% | — | HELD |
| 125 | VIAV | VIAVI SOLUTIONS INC | — | — | — | — | $3.2M | 0.15% | — | HELD |
| 126 | NTSK | NETSKOPE INC | — | — | — | — | $3.1M | 0.15% | — | HELD |
| 127 | BWXT | BWX TECHNOLOGIES INC | — | — | — | — | $3.0M | 0.15% | — | HELD |
| 128 | DOCN | DIGITALOCEAN HLDGS INC | — | — | — | — | $2.9M | 0.14% | — | HELD |
| 129 | PTGX | PROTAGONIST THERAPEUTICS INC | — | — | — | — | $2.9M | 0.14% | — | HELD |
| 130 | AGYS | AGILYSYS INC | — | — | — | — | $2.7M | 0.13% | — | HELD |
| 131 | GNRC | GENERAC HLDGS INC | — | — | — | — | $2.6M | 0.12% | — | HELD |
| 132 | GRAL | GRAIL INC | — | — | — | — | $2.6M | 0.12% | — | HELD |
| 133 | BBNX | BETA BIONICS INC | — | — | — | — | $2.5M | 0.12% | — | HELD |
| 134 | NEOG | NEOGEN CORP | — | — | — | — | $2.3M | 0.11% | — | HELD |
| 135 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | — | — | — | — | $2.1M | 0.10% | — | HELD |
| 136 | EXLS | EXLSERVICE HLDGS INC | — | — | — | — | $1.9M | 0.09% | — | HELD |
| 137 | CYRX | CRYOPORT INC | — | — | — | — | $1.9M | 0.09% | — | HELD |
| 138 | UAMY | UNITED STATES ANTIMONY CORP | — | — | — | — | $1.9M | 0.09% | — | HELD |
| 139 | WRBY | WARBY PARKER INC | — | — | — | — | $1.7M | 0.08% | — | HELD |
| 140 | ELVA | ELECTROVAYA INC | — | — | — | — | $1.6M | 0.08% | — | HELD |
| 141 | SG | SWEETGREEN INC | — | — | — | — | $1.5M | 0.07% | — | HELD |
| 142 | RCAT | RED CAT HLDGS INC | — | — | — | — | $1.4M | 0.07% | — | HELD |
| 143 | AZTA | AZENTA INC | — | — | — | — | $866K | 0.04% | — | HELD |
| 144 | CEVA | CEVA INC | — | — | — | — | $565K | 0.03% | — | HELD |
| 145 | IRMD | IRADIMED CORP | — | — | — | — | $472K | 0.02% | — | HELD |
| 146 | TRNS | TRANSCAT INC | — | — | — | — | $436K | 0.02% | — | HELD |
| 147 | ADTN | ADTRAN HOLDINGS INC | — | — | — | — | $387K | 0.02% | — | HELD |
| 148 | SSSS | SURO CAPITAL CORP | — | — | — | — | $231K | 0.01% | — | HELD |
| 149 | TGEN | TECOGEN INC NEW | — | — | — | — | $227K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001398344-26-009220. 13F discloses long positions only — shorts, foreign equities, and options are excluded.