13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001398344-23-003123
Total Value
$3.27B
Positions
170
Other Managers
1
Confidential Omitted
No
Holdings (170)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXON ENTERPRISE INC | AXON | 711,756 | $118.1M | 3.61% |
| 2 | MAGNITE INC | MGNI | 10,453,950 | $110.7M | 3.39% |
| 3 | PAYCOM SOFTWARE INC | PAYC | 350,392 | $108.7M | 3.32% |
| 4 | SPS COMM INC | SPSC | 824,072 | $105.8M | 3.24% |
| 5 | COSTAR GROUP INC | CSGP | 1,366,862 | $105.6M | 3.23% |
| 6 | ETSY INC | ETSY | 807,942 | $96.8M | 2.96% |
| 7 | ENPHASE ENERGY INC | ENPH | 353,800 | $93.7M | 2.87% |
| 8 | TOAST INC | TOST | 5,134,348 | $92.6M | 2.83% |
| 9 | AZENTA INC | AZTA | 1,537,320 | $89.5M | 2.74% |
| 10 | EVOLENT HEALTH INC | EVH | 3,176,941 | $89.2M | 2.73% |
| 11 | KORNIT DIGITAL LTD | KRNT | 3,530,980 | $81.1M | 2.48% |
| 12 | ARRAY TECHNOLOGIES INC | ARRY | 3,549,867 | $68.6M | 2.10% |
| 13 | HUBSPOT INC | HUBS | 213,090 | $61.6M | 1.88% |
| 14 | ZETA GLOBAL HOLDINGS CORP | ZETA | 7,193,591 | $58.8M | 1.80% |
| 15 | DIGITAL TURBINE INC | APPS | 3,440,464 | $52.4M | 1.60% |
| 16 | EURONET WORLDWIDE INC | EEFT | 522,565 | $49.3M | 1.51% |
| 17 | WORKIVA INC | WK | 568,008 | $47.7M | 1.46% |
| 18 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 953,200 | $43.1M | 1.32% |
| 19 | INDIE SEMICONDUCTOR INC | INDI | 7,290,449 | $42.5M | 1.30% |
| 20 | VERACYTE INC | VCYT | 1,763,266 | $41.8M | 1.28% |
| 21 | PAYLOCITY HLDG CORP | PCTY | 201,140 | $39.1M | 1.19% |
| 22 | HEALTHEQUITY INC | HQY | 615,238 | $37.9M | 1.16% |
| 23 | SPROUT SOCIAL INC | SPT | 633,997 | $35.8M | 1.09% |
| 24 | VITA COCO CO INC | COCO | 2,440,728 | $33.7M | 1.03% |
| 25 | GENIUS SPORTS LIMITED | GENI | 9,355,171 | $33.4M | 1.02% |
| 26 | TEXAS CAP BANCSHARES INC | 88224Q107 | 521,252 | $31.4M | 0.96% |
| 27 | RITCHIE BROS AUCTIONEERS | 767744105 | 530,634 | $30.7M | 0.94% |
| 28 | LIQUIDITY SVCS INC | 53635B107 | 2,155,810 | $30.3M | 0.93% |
| 29 | VICTORY CAP HLDGS INC | 92645B103 | 1,101,432 | $29.6M | 0.90% |
| 30 | LOVESAC COMPANY | LOVE | 1,314,100 | $28.9M | 0.88% |
| 31 | GLOBANT S A | GLOB | 158,400 | $26.6M | 0.81% |
| 32 | CHART INDS INC | 16115Q308 | 228,335 | $26.3M | 0.80% |
| 33 | PORCH GROUP INC | PRCH | 13,378,979 | $25.2M | 0.77% |
| 34 | CASTLE BIOSCIENCES INC | CSTL | 1,044,328 | $24.6M | 0.75% |
| 35 | EVERQUOTE INC | EVER | 1,660,201 | $24.5M | 0.75% |
| 36 | ENOVIX CORPORATION | ENVX | 1,908,818 | $23.7M | 0.73% |
| 37 | HARMONIC INC | HLIT | 1,772,564 | $23.2M | 0.71% |
| 38 | PHREESIA INC | PHR | 714,342 | $23.1M | 0.71% |
| 39 | STRATASYS LTD | SSYS | 1,768,669 | $21.0M | 0.64% |
| 40 | MATERION CORP | MTRN | 239,632 | $21.0M | 0.64% |
| 41 | FIRST SOLAR INC | FSLR | 139,640 | $20.9M | 0.64% |
| 42 | CASELLA WASTE SYS INC | CWST | 256,473 | $20.3M | 0.62% |
| 43 | ORTHOPEDIATRICS CORP | KIDS | 507,432 | $20.2M | 0.62% |
| 44 | VEECO INSTRS INC DEL | 922417100 | 1,050,207 | $19.5M | 0.60% |
| 45 | JAMES RIV GROUP LTD | G5005R107 | 932,521 | $19.5M | 0.60% |
| 46 | PROS HOLDINGS INC | 74346Y103 | 796,436 | $19.3M | 0.59% |
| 47 | SHOTSPOTTER INC | SSTI | 558,457 | $18.9M | 0.58% |
| 48 | LITHIA MTRS INC | 536797103 | 89,964 | $18.4M | 0.56% |
| 49 | REPLIGEN CORP | RGEN | 107,666 | $18.2M | 0.56% |
| 50 | BUMBLE INC | BMBL | 864,291 | $18.2M | 0.56% |
| 51 | OLINK HLDG AB | OLN | 712,802 | $18.1M | 0.55% |
| 52 | COLUMBUS MCKINNON CORP N Y | CMCO | 555,588 | $18.0M | 0.55% |
| 53 | POWER INTEGRATIONS INC | POWI | 249,891 | $17.9M | 0.55% |
| 54 | GRID DYNAMICS HLDGS INC | GDYN | 1,594,397 | $17.9M | 0.55% |
| 55 | PURE STORAGE INC | 74624M102 | 664,688 | $17.8M | 0.54% |
| 56 | QUANTERIX CORP | QTRX | 1,261,552 | $17.5M | 0.53% |
| 57 | AMERESCO INC | AMRC | 297,278 | $17.0M | 0.52% |
| 58 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 856,288 | $16.9M | 0.52% |
| 59 | AMBARELLA INC | AMBA | 204,613 | $16.8M | 0.51% |
| 60 | CHEGG INC | CHGG | 637,836 | $16.1M | 0.49% |
| 61 | RBC BEARINGS INC | RBC | 76,958 | $16.1M | 0.49% |
| 62 | SI-BONE INC | SIBN | 1,162,484 | $15.8M | 0.48% |
| 63 | NATERA INC | NTRA | 385,467 | $15.5M | 0.47% |
| 64 | BIOLIFE SOLUTIONS INC | BLFS | 845,781 | $15.4M | 0.47% |
| 65 | PERFICIENT INC | 71375U101 | 210,199 | $14.7M | 0.45% |
| 66 | ONESPAWORLD HOLDINGS LIMITED | OSW | 1,513,053 | $14.1M | 0.43% |
| 67 | FIGS INC | FIGS | 2,089,932 | $14.1M | 0.43% |
| 68 | GUIDEWIRE SOFTWARE INC | GWRE | 223,769 | $14.0M | 0.43% |
| 69 | VARONIS SYS INC | VRNS | 584,350 | $14.0M | 0.43% |
| 70 | HAGERTY INC | HGTY | 1,593,408 | $13.4M | 0.41% |
| 71 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 1,008,131 | $13.3M | 0.41% |
| 72 | XENON PHARMACEUTICALS INC | XENE | 324,250 | $12.8M | 0.39% |
| 73 | CEVA INC | CEVA | 493,760 | $12.6M | 0.39% |
| 74 | FIRST WATCH RESTAURANT GROUP | FWRG | 928,967 | $12.6M | 0.38% |
| 75 | LIVEPERSON INC | LPSN | 1,204,274 | $12.2M | 0.37% |
| 76 | WNS HLDGS LTD | 92932M101 | 151,517 | $12.1M | 0.37% |
| 77 | PROTHENA CORP PLC | PRTA | 199,926 | $12.0M | 0.37% |
| 78 | GENTHERM INC | THRM | 182,642 | $11.9M | 0.36% |
| 79 | DEFINITIVE HEALTHCARE CORP | DH | 1,073,095 | $11.8M | 0.36% |
| 80 | EDGIO INC | 53261M104 | 10,270,208 | $11.6M | 0.35% |
| 81 | CIENA CORP | CIEN | 213,614 | $10.9M | 0.33% |
| 82 | IMMUNOGEN INC | 45253H101 | 2,185,958 | $10.8M | 0.33% |
| 83 | THE BEAUTY HEALTH COMPANY | 88331L108 | 1,164,719 | $10.6M | 0.32% |
| 84 | RADWARE LTD | RDWR | 531,541 | $10.5M | 0.32% |
| 85 | DOMO INC | DOMO | 734,850 | $10.5M | 0.32% |
| 86 | STONERIDGE INC | SRI | 484,485 | $10.4M | 0.32% |
| 87 | RAPID7 INC | RPD | 304,712 | $10.4M | 0.32% |
| 88 | CRYOPORT INC | CYRX | 582,343 | $10.1M | 0.31% |
| 89 | HUDSON TECHNOLOGIES INC | HDSN | 997,302 | $10.1M | 0.31% |
| 90 | LIFE TIME GROUP HOLDINGS INC | LTH | 831,769 | $9.9M | 0.30% |
| 91 | NUTANIX INC | NTNX | 379,385 | $9.9M | 0.30% |
| 92 | BLUEPRINT MEDICINES CORP | 09627Y109 | 224,814 | $9.8M | 0.30% |
| 93 | PLIANT THERAPEUTICS INC | PLRX | 505,184 | $9.8M | 0.30% |
| 94 | APELLIS PHARMACEUTICALS INC | APLS | 182,508 | $9.4M | 0.29% |
| 95 | PTC INC | PTC | 77,382 | $9.3M | 0.28% |
| 96 | VERICEL CORP | VCEL | 340,341 | $9.0M | 0.27% |
| 97 | LENDINGTREE INC NEW | TREE | 408,951 | $8.7M | 0.27% |
| 98 | HEALTH CATALYST INC | HCAT | 809,485 | $8.6M | 0.26% |
| 99 | SILVERGATE CAP CORP | 82837P408 | 492,163 | $8.6M | 0.26% |
| 100 | PORTILLOS INC | 73642K106 | 523,596 | $8.5M | 0.26% |
| 101 | CLEAN ENERGY FUELS CORP | CLNE | 1,640,831 | $8.5M | 0.26% |
| 102 | ARCUS BIOSCIENCES INC | RCUS | 410,480 | $8.5M | 0.26% |
| 103 | 908 DEVICES INC | MASS | 1,104,904 | $8.4M | 0.26% |
| 104 | VICOR CORP | VICR | 153,644 | $8.3M | 0.25% |
| 105 | PAR TECHNOLOGY CORP | PAR | 305,588 | $8.0M | 0.24% |
| 106 | OSI SYSTEMS INC | OSIS | 97,426 | $7.7M | 0.24% |
| 107 | INTELLIA THERAPEUTICS INC | NTLA | 217,623 | $7.6M | 0.23% |
| 108 | KINIKSA PHARMACEUTICALS LTD | KNSA | 504,193 | $7.6M | 0.23% |
| 109 | ONTO INNOVATION INC | ONTO | 110,088 | $7.5M | 0.23% |
| 110 | CHICKEN SOUP FOR THE SOUL EN | 16842Q100 | 1,379,179 | $7.1M | 0.22% |
| 111 | QUALYS INC | QLYS | 62,039 | $7.0M | 0.21% |
| 112 | EPAM SYS INC | EPAM | 20,937 | $6.9M | 0.21% |
| 113 | TECHTARGET INC | TTGT | 154,873 | $6.8M | 0.21% |
| 114 | REVANCE THERAPEUTICS INC | 761330109 | 348,064 | $6.4M | 0.20% |
| 115 | BEAM THERAPEUTICS INC | BEAM | 163,790 | $6.4M | 0.20% |
| 116 | AXT INC | AXTI | 1,433,444 | $6.3M | 0.19% |
| 117 | KINSALE CAP GROUP INC | 49714P108 | 23,645 | $6.2M | 0.19% |
| 118 | CORVEL CORP | CRVL | 42,470 | $6.2M | 0.19% |
| 119 | FATE THERAPEUTICS INC | FATE | 602,153 | $6.1M | 0.19% |
| 120 | ZYMEWORKS DEL INC | ZYME | 738,448 | $5.8M | 0.18% |
| 121 | MESA LABS INC | 59064R109 | 33,894 | $5.6M | 0.17% |
| 122 | SILICON LABORATORIES INC | SLAB | 41,370 | $5.6M | 0.17% |
| 123 | GROCERY OUTLET HLDG CORP | GO | 190,317 | $5.6M | 0.17% |
| 124 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 677,158 | $5.5M | 0.17% |
| 125 | AMERICAN WELL CORP | AMWL | 1,894,484 | $5.4M | 0.16% |
| 126 | ICAD INC | 44934S206 | 2,849,124 | $5.2M | 0.16% |
| 127 | AKOYA BIOSCIENCES INC | 00974H104 | 539,340 | $5.2M | 0.16% |
| 128 | SHOCKWAVE MED INC | 82489T104 | 24,993 | $5.1M | 0.16% |
| 129 | STOKE THERAPEUTICS INC | STOK | 550,219 | $5.1M | 0.16% |
| 130 | HESKA CORP | 42805E306 | 80,509 | $5.0M | 0.15% |
| 131 | XENCOR INC | XNCR | 192,120 | $5.0M | 0.15% |
| 132 | BLUEBIRD BIO INC | 09609G100 | 709,529 | $4.9M | 0.15% |
| 133 | KEZAR LIFE SCIENCES INC | KZR | 690,381 | $4.9M | 0.15% |
| 134 | AFFIMED N V | N01045108 | 3,839,548 | $4.8M | 0.15% |
| 135 | AIRGAIN INC | AIRG | 690,274 | $4.5M | 0.14% |
| 136 | SOLAREDGE TECHNOLOGIES INC | SEDG | 15,443 | $4.4M | 0.13% |
| 137 | INMODE LTD | INMD | 121,034 | $4.3M | 0.13% |
| 138 | CYBERARK SOFTWARE LTD | M2682V108 | 33,053 | $4.3M | 0.13% |
| 139 | INSMED INC | INSM | 209,957 | $4.2M | 0.13% |
| 140 | MIRATI THERAPEUTICS INC | 60468T105 | 91,900 | $4.2M | 0.13% |
| 141 | MONOLITHIC PWR SYS INC | 609839105 | 11,515 | $4.1M | 0.12% |
| 142 | HARVARD BIOSCIENCE INC | HBIO | 1,462,457 | $4.1M | 0.12% |
| 143 | BIOMERICA INC | BMRA | 1,122,701 | $3.8M | 0.11% |
| 144 | MAXCYTE INC | MXCT | 676,290 | $3.7M | 0.11% |
| 145 | FLEX LTD | FLEX | 163,301 | $3.5M | 0.11% |
| 146 | LITTELFUSE INC | LFUS | 15,312 | $3.4M | 0.10% |
| 147 | APPIAN CORP | APPN | 102,449 | $3.3M | 0.10% |
| 148 | DARLING INGREDIENTS INC | DAR | 48,669 | $3.0M | 0.09% |
| 149 | SITIME CORP | SITM | 28,370 | $2.9M | 0.09% |
| 150 | VIZIO HLDG CORP | 92858V101 | 384,959 | $2.9M | 0.09% |
| 151 | THREDUP INC | TDUP | 2,120,036 | $2.8M | 0.08% |
| 152 | GREEN BRICK PARTNERS INC | GRBK-PA | 111,276 | $2.7M | 0.08% |
| 153 | MATCH GROUP INC NEW | MTCH | 64,378 | $2.7M | 0.08% |
| 154 | AKOUSTIS TECHNOLOGIES INC | 00973N102 | 939,151 | $2.6M | 0.08% |
| 155 | RUSH ENTERPRISES INC | RUSHB | 49,239 | $2.6M | 0.08% |
| 156 | CYTOSORBENTS CORP | CTSO | 1,593,711 | $2.5M | 0.08% |
| 157 | CONFLUENT INC | 20717M103 | 107,176 | $2.4M | 0.07% |
| 158 | EXPEDIA GROUP INC | EXPE | 27,050 | $2.4M | 0.07% |
| 159 | SILK RD MED INC | 82710M100 | 41,184 | $2.2M | 0.07% |
| 160 | ARTERIS INC | AIP | 422,035 | $1.8M | 0.06% |
| 161 | LUXFER HLDGS PLC | LXFR | 121,199 | $1.7M | 0.05% |
| 162 | VERITONE INC | VERI | 297,423 | $1.6M | 0.05% |
| 163 | CARIBOU BIOSCIENCES INC | CRBU | 230,341 | $1.4M | 0.04% |
| 164 | OKTA INC | OKTA | 12,555 | $857,883 | 0.03% |
| 165 | DOUGLAS DYNAMICS INC | PLOW | 19,555 | $707,109 | 0.02% |
| 166 | ISHARES TR | 464287648 | 2,812 | $603,230 | 0.02% |
| 167 | COMPUTER TASK GROUP INC | 205477102 | 76,574 | $578,899 | 0.02% |
| 168 | ENERGY RECOVERY INC | ERII | 22,689 | $464,898 | 0.01% |
| 169 | LIFEMD INC | LFMDP | 213,670 | $414,520 | 0.01% |
| 170 | RESEARCH SOLUTIONS INC | RSSS | 21,389 | $41,067 | 0.00% |