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.
Top Valuable Stocks in Granahan Investment Management, LLC Portfolio
PORCH GROUP INC
GENIUS SPORTS LIMITED
CARPENTER TECHNOLOGY CORP
FTAI AVIATION LTD
VICTORY CAP HLDGS INC
ODDITY TECH LTD
INDIE SEMICONDUCTOR INC
CELLEBRITE DI LTD
ZETA GLOBAL HOLDINGS CORP
MAREX GROUP PLC
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