Granahan Investment Management, LLC — 13F Holdings & Portfolio
CIK 1026710 · latest 13F-HR filed 2026-05-15
Granahan Investment Management, LLC manages $2.07B in 13F-reported U.S. long-equity assets across 149 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CRS (4.57%), PRCH (4.40%), FTAI (4.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 25, added to 50, and trimmed 64.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.07B
Long-equity book
149
Distinct positions
2026-03-31
Filed 2026-05-15
+17 / −25 / ↑50 / ↓64
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MODINE MFG CO$38.2M +87.7%
- NEXTPOWER INC$17.7M +52.7%
- FTAI AVIATION LTD$15.0M +21.9%
- TTM TECHNOLOGIES INC$14.8M +86.9%
- QXO INC$13.9M +90.1%
Top Trims
- GENIUS SPORTS LIMITED-$62.7M -72.4%
- ZETA GLOBAL HOLDINGS CORP-$37.0M -69.4%
- PHREESIA INC-$32.3M -79.6%
- CELLEBRITE DI LTD-$31.1M -56.5%
- GLOBAL E ONLINE LTD-$30.0M -64.0%
New Positions
- FORGENT POWER SOLUTIONS INC$60.6M
- YORK SPACE SYSTEMS INC$21.5M
- NLIGHT INC$10.6M
- AEROVIRONMENT INC$7.5M
- ETHOS TECHNOLOGIES INC$6.5M
Exited Positions
- ODDITY TECH LTD$61.2M
- KLAVIYO INC$19.7M
- WEALTHFRONT CORP$18.8M
- HUBSPOT INC$15.2M
- LUMENTUM HLDGS INC$10.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $94.4M | 4.57% | 239,469 | SH |
| 2 | PORCH GROUP INC | PRCH | 733245104 | $90.9M | 4.40% | 12,674,987 | SH |
| 3 | FTAI AVIATION LTD | FTAI | G3730V105 | $83.4M | 4.03% | 340,317 | SH |
| 4 | MODINE MFG CO | MOD | 607828100 | $81.8M | 3.96% | 377,586 | SH |
| 5 | VICTORY CAP HLDGS INC DEL | VCTR | 92645B103 | $71.2M | 3.44% | 1,087,315 | SH |
| 6 | INDIE SEMICONDUCTOR INC | INDI | 45569U101 | $65.3M | 3.16% | 20,283,839 | SH |
| 7 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $60.6M | 2.93% | 2,071,084 | SH |
| 8 | MAREX GROUP PLC | MRX | G5S37H101 | $54.6M | 2.64% | 1,223,750 | SH |
| 9 | NEXTPOWER INC | NXT | 65290E101 | $51.2M | 2.47% | 424,434 | SH |
| 10 | KURA SUSHI USA INC | KRUS | 501270102 | $42.4M | 2.05% | 607,917 | SH |
| 11 | ONTO INNOVATION INC | ONTO | 683344105 | $40.7M | 1.97% | 198,694 | SH |
| 12 | AXON ENTERPRISE INC | AXON | 05464C101 | $38.5M | 1.86% | 90,692 | SH |
| 13 | COMFORT SYS USA INC | FIX | 199908104 | $35.9M | 1.74% | 26,027 | SH |
| 14 | KORNIT DIGITAL LTD | KRNT | M6372Q113 | $33.7M | 1.63% | 2,298,471 | SH |
| 15 | LIFE TIME GROUP HOLDINGS INC | LTH | 53190C102 | $32.3M | 1.56% | 1,200,483 | SH |
| 16 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $31.9M | 1.54% | 327,434 | SH |
| 17 | FIGURE TECHNOLOGY SOLUTIO | FIGR | 349381103 | $31.8M | 1.54% | 935,400 | SH |
| 18 | MAGNITE INC | MGNI | 55955D100 | $30.3M | 1.47% | 2,553,413 | SH |
| 19 | QXO INC | QXO | 82846H405 | $29.3M | 1.42% | 1,509,546 | SH |
| 20 | SEMTECH CORP | SMTC | 816850101 | $28.5M | 1.38% | 370,642 | SH |
| 21 | CAVA GROUP INC | CAVA | 148929102 | $24.6M | 1.19% | 303,891 | SH |
| 22 | RAMBUS INC DEL | RMBS | 750917106 | $24.1M | 1.17% | 280,246 | SH |
| 23 | SPORTRADAR GROUP AG | SRAD | H8088L103 | $24.1M | 1.17% | 1,439,659 | SH |
| 24 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $24.0M | 1.16% | 1,739,644 | SH |
| 25 | GENIUS SPORTS LIMITED | GENI | G3934V109 | $23.9M | 1.15% | 5,383,762 | SH |
| 26 | SI BONE INC | SIBN | 825704109 | $22.0M | 1.06% | 1,739,097 | SH |
| 27 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $21.9M | 1.06% | 195,252 | SH |
| 28 | YORK SPACE SYSTEMS INC | YSS | 987084100 | $21.5M | 1.04% | 967,610 | SH |
| 29 | RBC BEARINGS INC | RBC | 75524B104 | $20.9M | 1.01% | 38,493 | SH |
| 30 | MATERION CORP | MTRN | 576690101 | $20.9M | 1.01% | 144,476 | SH |
| 31 | DIGITAL TURBINE INC | APPS | 25400W102 | $20.5M | 0.99% | 7,112,351 | SH |
| 32 | CASELLA WASTE SYS INC | CWST | 147448104 | $19.9M | 0.96% | 250,262 | SH |
| 33 | GATES INDL CORP PLC | GTES | G39108108 | $17.5M | 0.85% | 774,604 | SH |
| 34 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $16.9M | 0.82% | 546,969 | SH |
| 35 | ARLO TECHNOLOGIES INC | ARLO | 04206A101 | $16.6M | 0.80% | 1,169,490 | SH |
| 36 | ZETA GLOBAL HOLDINGS CORP | ZETA | 98956A105 | $16.3M | 0.79% | 1,024,487 | SH |
| 37 | TEXAS CAP BANCSHARES INC | TCBI | 88224Q107 | $16.3M | 0.79% | 171,367 | SH |
| 38 | AMERESCO INC | AMRC | 02361E108 | $16.1M | 0.78% | 630,073 | SH |
| 39 | CENTRUS ENERGY CORP | LEU | 15643U104 | $15.6M | 0.75% | 89,690 | SH |
| 40 | ORTHOPEDIATRICS CORP | KIDS | 68752L100 | $14.2M | 0.69% | 896,741 | SH |
| 41 | STERLING INFRASTRUCTURE INC | STRL | 859241101 | $14.0M | 0.68% | 34,332 | SH |
| 42 | SHARKNINJA INC | SN | G8068L108 | $14.0M | 0.67% | 131,738 | SH |
| 43 | COMPASS INC | COMP | 20464U100 | $13.8M | 0.67% | 1,885,312 | SH |
| 44 | BIOLIFE SOLUTIONS INC | BLFS | 09062W204 | $13.8M | 0.67% | 722,057 | SH |
| 45 | ALIGNMENT HEALTHCARE INC | ALHC | 01625V104 | $13.8M | 0.67% | 780,500 | SH |
| 46 | UNUSUAL MACHS INC | UMAC | 91532F102 | $12.6M | 0.61% | 1,016,454 | SH |
| 47 | ARTERIS INC | AIP | 04302A104 | $11.7M | 0.57% | 713,077 | SH |
| 48 | FIRST WATCH RESTAURANT GROUP | FWRG | 33748L101 | $11.4M | 0.55% | 1,088,037 | SH |
| 49 | DAVE INC | DAVE | 23834J201 | $11.4M | 0.55% | 65,462 | SH |
| 50 | IRHYTHM HOLDINGS INC | IRTC | 450056106 | $11.3M | 0.55% | 96,022 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.07B | 149 | 0001398344-26-009220 |
| 2025-12-31 | 2026-02-17 | $2.34B | 157 | 0001398344-26-003202 |
| 2025-09-30 | 2025-11-14 | $2.44B | 146 | 0001398344-25-020897 |