Granahan Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Granahan Investment Management, LLC held in its portfolio 157 assets valued at $2,335,331,627 (i.e. $2.34B).
The most valuable assets in the portfolio included: PORCH GROUP INC ($105.82M), GENIUS SPORTS LIMITED ($86.55M), and CARPENTER TECHNOLOGY CORP ($84.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 157 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Granahan Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PORCH GROUP INC | 11590428 | 105820608 | COM |
| GENIUS SPORTS LIMITED | 7853872 | 86549669 | SHARES CL A |
| CARPENTER TECHNOLOGY CORP | 267175 | 84117377 | COM |
| FTAI AVIATION LTD | 347365 | 68378800 | SHS |
| VICTORY CAP HLDGS INC | 1075202 | 67834494 | COM CL A |
| ODDITY TECH LTD | 1523204 | 61202337 | SHS CL A |
| INDIE SEMICONDUCTOR INC | 17216584 | 60774542 | CLASS A COM |
| CELLEBRITE DI LTD | 3057018 | 55118035 | ORDINARY SHARES |
| ZETA GLOBAL HOLDINGS CORP | 2617630 | 53268770 | CL A |
| MAREX GROUP PLC | 1376993 | 52821451 | ORD |
| MAGNITE INC | 3115930 | 50571544 | COM |
| GLOBAL E ONLINE LTD | 1191892 | 46853275 | SHS |
| LIFE TIME GROUP HOLDINGS INC | 1659572 | 44111424 | COMMON STOCK |
| MODINE MFG CO | 326474 | 43587544 | COM |
| AXON ENTERPRISE INC | 75714 | 43000252 | COM |
| KURA SUSHI USA INC | 787108 | 41189362 | CL A COM |
| PHREESIA INC | 2399613 | 40601452 | COM |
| SPORTRADAR GROUP AG | 1670471 | 39707096 | CLASS A ORD SHS |
| KORNIT DIGITAL LTD | 2569663 | 36951754 | SHS |
| TOAST INC | 1037146 | 36829054 | CL A |
| NEXTPOWER INC | 384710 | 33512088 | CLASS A COM |
| COMPASS INC | 3136223 | 33149877 | CL A |
| DIGITAL TURBINE INC | 6349463 | 31747315 | COM NEW |
| ONTO INNOVATION INC | 196642 | 31041906 | COM |
| SEMTECH CORP | 418227 | 30819148 | COM |
| FIGURE TECHNOLOGY SOLUTIO | 665518 | 27179755 | COM CL A |
| CASELLA WASTE SYS INC | 257715 | 25240607 | CL A |
| AMERESCO INC | 848007 | 24838125 | CL A |
| RAMBUS INC DEL | 265516 | 24398265 | COM |
| COMFORT SYS USA INC | 26035 | 24298205 | COM |
| FIRST WATCH RESTAURANT GROUP | 1451237 | 21884654 | COM |
| RBC BEARINGS INC | 48757 | 21864102 | COM |
| SILICON MOTION TECHNOLOGY CO | 229129 | 21240258 | SPONSORED ADR |
| KLAVIYO INC | 605271 | 19653149 | COM SER A |
| WEALTHFRONT CORP | 1386092 | 18836990 | COM |
| STEPSTONE GROUP INC | 288709 | 18526457 | COM CL A |
| CENTRUS ENERGY CORP | 75235 | 18264049 | CL A |
| STERLING INFRASTRUCTURE INC | 59148 | 18112892 | COM |
| GATES INDL CORP PLC | 834723 | 17921503 | ORD SHS |
| SI-BONE INC | 880155 | 17356657 | COM |
| MATERION CORP | 138226 | 17184256 | COM |
| TTM TECHNOLOGIES INC | 247375 | 17068875 | COM |
| TEXAS CAP BANCSHARES INC | 178369 | 16149529 | COM |
| QXO INC | 799612 | 15424515 | COM NEW |
| HUBSPOT INC | 37831 | 15181580 | COM |
| ALIGNMENT HEALTHCARE INC | 749487 | 14802368 | COM |
| UNUSUAL MACHS INC | 1154505 | 14708394 | COM SHS |
| ENOVIX CORPORATION | 1964565 | 14360970 | COM |
| CAVA GROUP INC | 230803 | 13545828 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 91770 | 13204785 | ORDINARY SHARES |
| KINIKSA PHARMACEUTICALS INTL | 316213 | 13043786 | ORD SHS CL A |
| ARCHER AVIATION INC | 1713170 | 12883038 | COM CL A |
| SHARKNINJA INC | 112863 | 12629370 | COM SHS |
| BETA TECHNOLOGIES INC | 438351 | 12365882 | COM SHS CL A |
| REPLIGEN CORP | 72002 | 11798248 | COM |
| ORTHOPEDIATRICS CORP | 663981 | 11792303 | COM |
| BIOLIFE SOLUTIONS INC | 482356 | 11663368 | COM NEW |
| UNIVERSAL TECHNICAL INST INC | 439252 | 11477655 | COM |
| OWLET INC | 686749 | 11118466 | CL A NEW |
| TRANSCAT INC | 191580 | 10868333 | COM |
| LUMENTUM HLDGS INC | 28498 | 10504078 | COM |
| SUNOPTA INC | 2670652 | 10148478 | COM |
| XERIS BIOPHARMA HOLDINGS INC | 1223404 | 9603721 | COM |
| JFROG LTD | 150580 | 9405227 | ORD SHS |
| JBT MAREL CORPORATION | 62044 | 9348169 | COM |
| IMMUNOME INC | 435123 | 9346442 | COM |
| CELCUITY INC | 87032 | 8680572 | COM |
| HEALTHEQUITY INC | 91020 | 8338342 | COM |
| VIKING THERAPEUTICS INC | 235586 | 8287915 | COM |
| REVOLUTION MEDICINES INC | 99194 | 7900802 | COM |
| NUTANIX INC | 152001 | 7856932 | CL A |
| BRIDGEBIO PHARMA INC | 101805 | 7787064 | COM |
| SYNDAX PHARMACEUTICALS INC | 366793 | 7706321 | COM |
| KINSALE CAP GROUP INC | 19686 | 7699588 | COM |
| APOGEE THERAPEUTICS INC | 94720 | 7149466 | COM |
| LIGHTPATH TECHNOLOGIES INC | 656020 | 7085016 | COM CL A |
| BOOT BARN HLDGS INC | 39495 | 6969683 | COM |
| NPK INTERNATIONAL INC | 580447 | 6918928 | COM SHS |
| VITAL FARMS INC | 216551 | 6916639 | COM |
| LENZ THERAPEUTICS INC | 431100 | 6897600 | COM |
| AZENTA INC | 204676 | 6807524 | COM |
| SCHOLAR ROCK HLDG CORP | 153769 | 6773524 | COM |
| EYEPOINT INC | 366675 | 6699152 | COM NEW |
| TOWER SEMICONDUCTOR LTD | 56795 | 6668869 | SHS NEW |
| CECO ENVIRONMENTAL CORP | 108889 | 6517007 | COM |
| MP MATERIALS CORP | 128417 | 6487627 | COM CL A |
| VEECO INSTRS INC DEL | 223278 | 6381285 | COM |
| SOLENO THERAPEUTICS INC | 137592 | 6370510 | COM |
| COSTAR GROUP INC | 91929 | 6181306 | COM |
| ALKAMI TECHNOLOGY INC | 265266 | 6119687 | COM |
| ANAPTYSBIO INC | 125855 | 6101450 | COM |
| STOKE THERAPEUTICS INC | 191397 | 6074941 | COM |
| ZYMEWORKS INC | 224408 | 5908663 | COM |
| IMMUNOVANT INC | 230188 | 5851379 | COM |
| EXACT SCIENCES CORP | 57212 | 5810451 | COM |
| EDGEWISE THERAPEUTICS INC | 232295 | 5764401 | COM |
| RHYTHM PHARMACEUTICALS INC | 53452 | 5721502 | COM |
| WILLSCOT HLDGS CORP | 297852 | 5608553 | COM CL A |
| COMMVAULT SYS INC | 44706 | 5604344 | COM |
| E L F BEAUTY INC | 73239 | 5569094 | COM |
| FABRINET | 11877 | 5407361 | SHS |
| CYTOKINETICS INC | 82121 | 5217968 | COM NEW |
| CORE SCIENTIFIC INC NEW | 350956 | 5109919 | COM |
| BEL FUSE INC | 29884 | 5069223 | CL B |
| AGILYSYS INC | 42257 | 5021822 | COM |
| MAYVILLE ENGR CO INC | 267762 | 5012505 | COM |
| LINDBLAD EXPEDITIONS HLDGS I | 345574 | 4983177 | COM |
| MONTROSE ENVIRONMENTAL GROUP | 199317 | 4949041 | COM |
| LIGAND PHARMACEUTICALS INC | 26050 | 4925274 | COM NEW |
| RIGETTI COMPUTING INC | 221227 | 4900178 | COMMON STOCK |
| IONQ INC | 106722 | 4788616 | COM |
| ARLO TECHNOLOGIES INC | 338382 | 4733964 | COM |
| COGENT COMMUNICATIONS HLDGS | 217025 | 4679059 | COM NEW |
| NOVA LTD | 13783 | 4526199 | COM |
| LATTICE SEMICONDUCTOR CORP | 59428 | 4372712 | COM |
| GRAIL INC | 50508 | 4322980 | COM |
| CHEFS WHSE INC | 68823 | 4289738 | COM |
| OKTA INC | 49152 | 4250173 | CL A |
| SILICON LABORATORIES INC | 32019 | 4184883 | COM |
| XENON PHARMACEUTICALS INC | 92778 | 4158310 | COM |
| CERTARA INC | 460797 | 4059622 | COM |
| ARCUS BIOSCIENCES INC | 169940 | 4049670 | COM |
| NUVALENT INC | 40211 | 4044824 | COM |
| GENEDX HOLDINGS CORP | 30910 | 4020155 | COM CL A |
| CORVEL CORP | 58679 | 3970808 | COM |
| TAYSHA GENE THERAPIES INC | 703971 | 3871840 | COM SHS |
| BETA BIONICS INC | 121246 | 3694366 | COM |
| ARTERIS INC | 236896 | 3671888 | COM |
| NETSKOPE INC | 202461 | 3551166 | CL A |
| SHOALS TECHNOLOGIES GROUP IN | 363482 | 3089597 | CL A |
| VERTEX INC | 150299 | 3001471 | CL A |
| BWX TECHNOLOGIES INC | 17355 | 2999638 | COM |
| DESCARTES SYS GROUP INC | 33237 | 2913555 | COM |
| CHIME FINL INC | 115755 | 2913553 | COM SHS CL A |
| VARONIS SYS INC | 84421 | 2769009 | COM |
| MOONLAKE IMMUNOTHERAPEUTICS | 198307 | 2613686 | CLASS A ORD |
| IRHYTHM TECHNOLOGIES INC | 14377 | 2551055 | COM |
| SPS COMM INC | 28004 | 2495997 | COM |
| REDWIRE CORPORATION | 316942 | 2408759 | COM |
| UNITED STATES ANTIMONY CORP | 478991 | 2404535 | COM |
| ALLEGRO MICROSYSTEMS INC | 89857 | 2370428 | COM |
| WEAVE COMMUNICATIONS INC | 280610 | 2129830 | COM |
| TALKSPACE INC | 581666 | 2111448 | COM |
| EXLSERVICE HOLDINGS INC | 48206 | 2045863 | COM |
| ELECTROVAYA INC | 194961 | 1540192 | COM NEW |
| OPTIMIZERX CORP | 117122 | 1435916 | COM NEW |
| RED CAT HLDGS INC | 132572 | 1051296 | COM |
| TECOGEN INC NEW | 177822 | 878441 | COM NEW |
| AMPRIUS TECHNOLOGIES INC | 64382 | 507974 | COMMON STOCK |
| 908 DEVICES INC | 91141 | 478490 | COM |
| ADTRAN HOLDINGS INC | 54840 | 476560 | COM |
| IRADIMED CORP | 4892 | 475894 | COM |
| CEVA INC | 20269 | 436189 | COM |
| DAVE INC | 1911 | 423115 | CLASS A COM NEW |
| CRYOPORT INC | 40200 | 385920 | COM PAR $0.001 |
| ISHARES TR | 1126 | 363709 | RUS 2000 GRW ETF |
| SURO CAPITAL CORP | 21549 | 203423 | COM NEW |