Granahan Investment Management, LLC — 13F Holdings & Portfolio
CIK 1026710 · latest 13F-HR filed 2026-08-14
Granahan Investment Management, LLC manages $2.81B in 13F-reported U.S. long-equity assets across 150 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PRCH (6.64%), SIMO (5.29%), FPS (3.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 21, added to 91, and trimmed 28.
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.
SUITE 460
WALTHAM, MA 02451
$2.81B
Long-equity book
150
Distinct positions
2026-06-30
Filed 2026-08-14
+22 / −21 / ↑91 / ↓28
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SILICON MOTION TECHNOLOGY CO$126.7M +577.7%
- PORCH GROUP INC$95.5M +105.1%
- LIGAND PHARMACEUTICALS INC$41.7M +864.6%
- FORGENT POWER SOLUTIONS INC$40.4M +66.6%
- REPLIGEN CORP$35.1M +342.5%
Top Trims
- CARPENTER TECHNOLOGY CORP-$34.6M -36.6%
- AMERESCO INC-$15.4M -95.9%
- RAMBUS INC DEL-$15.3M -63.5%
- CENTRUS ENERGY CORP-$14.1M -90.4%
- MODINE MFG CO-$11.4M -14.0%
New Positions
- TWIST BIOSCIENCE CORP$32.4M
- QUANTINUUM INC$19.1M
- ARXIS INC$11.1M
- DYNE THERAPEUTICS INC$7.5M
- ANTERIX INC$7.4M
Exited Positions
- COMFORT SYS USA INC$35.9M
- SEMTECH CORP$28.5M
- SPORTRADAR GROUP AG$24.1M
- STERLING INFRASTRUCTURE INC$14.0M
- COMPASS INC$13.8M
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 | PORCH GROUP INC | PRCH | 733245104 | $186.4M | 6.64% | 12,393,660 | SH |
| 2 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $148.6M | 5.29% | 445,752 | SH |
| 3 | FORGENT POWER SOLUTIONS INC | FPS | 34631F102 | $101.0M | 3.60% | 1,807,608 | SH |
| 4 | INDIE SEMICONDUCTOR INC | INDI | 45569U101 | $87.2M | 3.11% | 19,419,892 | SH |
| 5 | VICTORY CAP HLDGS INC DEL | VCTR | 92645B103 | $85.3M | 3.04% | 1,015,343 | SH |
| 6 | FTAI AVIATION LTD | FTAI | G3730V105 | $79.5M | 2.83% | 293,722 | SH |
| 7 | MAREX GROUP PLC | MRX | G5S37H101 | $76.4M | 2.72% | 1,254,283 | SH |
| 8 | MODINE MFG CO | MOD | 607828100 | $70.4M | 2.51% | 263,572 | SH |
| 9 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $59.8M | 2.13% | 96,981 | SH |
| 10 | NEXTPOWER INC | NXT | 65290E101 | $59.1M | 2.11% | 495,938 | SH |
| 11 | MAGNITE INC | MGNI | 55955D100 | $58.5M | 2.09% | 3,083,211 | SH |
| 12 | AXON ENTERPRISE INC | AXON | 05464C101 | $54.3M | 1.93% | 96,829 | SH |
| 13 | ONTO INNOVATION INC | ONTO | 683344105 | $53.6M | 1.91% | 141,568 | SH |
| 14 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $50.4M | 1.79% | 269,330 | SH |
| 15 | LIGAND PHARMACEUTICALS INC | LGND | 53220K504 | $46.5M | 1.66% | 147,231 | SH |
| 16 | KURA SUSHI USA INC | KRUS | 501270102 | $46.2M | 1.64% | 801,969 | SH |
| 17 | REPLIGEN CORP | RGEN | 759916109 | $45.3M | 1.62% | 332,271 | SH |
| 18 | DIGITAL TURBINE INC | APPS | 25400W102 | $45.1M | 1.61% | 3,494,200 | SH |
| 19 | LIFE TIME GROUP HOLDINGS INC | LTH | 53190C102 | $44.3M | 1.58% | 1,083,587 | SH |
| 20 | GENIUS SPORTS LIMITED | GENI | G3934V109 | $42.6M | 1.52% | 7,024,330 | SH |
| 21 | CASELLA WASTE SYS INC | CWST | 147448104 | $42.3M | 1.51% | 436,289 | SH |
| 22 | QXO INC | QXO | 82846H405 | $40.2M | 1.43% | 2,327,662 | SH |
| 23 | GENERAC HLDGS INC | GNRC | 368736104 | $36.0M | 1.28% | 122,872 | SH |
| 24 | ZETA GLOBAL HOLDINGS CORP | ZETA | 98956A105 | $34.6M | 1.23% | 1,758,212 | SH |
| 25 | KORNIT DIGITAL LTD | KRNT | M6372Q113 | $34.4M | 1.23% | 2,119,398 | SH |
| 26 | TWIST BIOSCIENCE CORP | TWST | 90184D100 | $32.4M | 1.15% | 314,882 | SH |
| 27 | DAVE INC | DAVE | 23834J201 | $31.6M | 1.13% | 84,897 | SH |
| 28 | SI BONE INC | SIBN | 825704109 | $31.5M | 1.12% | 1,931,182 | SH |
| 29 | JFROG LTD | FROG | M6191J100 | $27.2M | 0.97% | 299,683 | SH |
| 30 | FIGURE TECHNOLOGY SOLUTIO | FIGR | 349381103 | $25.9M | 0.92% | 842,306 | SH |
| 31 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $24.3M | 0.86% | 1,661,163 | SH |
| 32 | GATES INDL CORP PLC | GTES | G39108108 | $23.6M | 0.84% | 843,441 | SH |
| 33 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $22.0M | 0.78% | 633,327 | SH |
| 34 | GRAIL INC | GRAL | 384747101 | $21.9M | 0.78% | 321,176 | SH |
| 35 | RBC BEARINGS INC | RBC | 75524B104 | $21.9M | 0.78% | 34,017 | SH |
| 36 | CAVA GROUP INC | CAVA | 148929102 | $20.8M | 0.74% | 265,411 | SH |
| 37 | ORTHOPEDIATRICS CORP | KIDS | 68752L100 | $20.8M | 0.74% | 1,085,964 | SH |
| 38 | MATERION CORP | MTRN | 576690101 | $20.8M | 0.74% | 69,793 | SH |
| 39 | DESCARTES SYS GROUP INC | DSGX | 249906108 | $20.6M | 0.73% | 297,257 | SH |
| 40 | QUANTINUUM INC | QNT | 74768A104 | $19.1M | 0.68% | 233,540 | SH |
| 41 | TOAST INC | TOST | 888787108 | $19.1M | 0.68% | 685,751 | SH |
| 42 | TEXAS CAP BANCSHARES INC | TCBI | 88224Q107 | $19.0M | 0.68% | 184,087 | SH |
| 43 | SHARKNINJA INC | SN | G8068L108 | $18.9M | 0.67% | 124,271 | SH |
| 44 | CELCUITY INC | CELC | 15102K100 | $18.7M | 0.67% | 179,053 | SH |
| 45 | UNUSUAL MACHS INC | UMAC | 91532F102 | $18.5M | 0.66% | 829,328 | SH |
| 46 | FIRST WATCH RESTAURANT GROUP | FWRG | 33748L101 | $17.6M | 0.63% | 1,363,852 | SH |
| 47 | NUTANIX INC | NTNX | 67059N108 | $17.2M | 0.61% | 336,852 | SH |
| 48 | NLIGHT INC | LASR | 65487K100 | $16.5M | 0.59% | 236,991 | SH |
| 49 | VEECO INSTRS INC DEL | VECO | 922417100 | $15.5M | 0.55% | 204,837 | SH |
| 50 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $15.1M | 0.54% | 461,608 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.81B | 150 | 0001398344-26-014483 |
| 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 |