13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001398344-23-009678
Total Value
$3.29B
Positions
165
Other Managers
1
Confidential Omitted
No
Holdings (165)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXON ENTERPRISE INC | AXON | 603,619 | $135.7M | 4.13% |
| 2 | EVOLENT HEALTH INC | EVH | 3,374,911 | $109.5M | 3.33% |
| 3 | SPS COMM INC | SPSC | 715,137 | $108.9M | 3.31% |
| 4 | PAYCOM SOFTWARE INC | PAYC | 327,688 | $99.6M | 3.03% |
| 5 | ETSY INC | ETSY | 862,230 | $96.0M | 2.92% |
| 6 | MAGNITE INC | MGNI | 9,133,115 | $84.6M | 2.57% |
| 7 | INDIE SEMICONDUCTOR INC | INDI | 6,981,764 | $73.7M | 2.24% |
| 8 | HUBSPOT INC | HUBS | 168,228 | $72.1M | 2.19% |
| 9 | ZETA GLOBAL HOLDINGS CORP | ZETA | 6,400,456 | $69.3M | 2.11% |
| 10 | RITCHIE BROS AUCTIONEERS | 767744105 | 1,210,701 | $68.2M | 2.07% |
| 11 | KORNIT DIGITAL LTD | KRNT | 3,518,588 | $68.1M | 2.07% |
| 12 | AZENTA INC | AZTA | 1,512,581 | $67.5M | 2.05% |
| 13 | ARRAY TECHNOLOGIES INC | ARRY | 2,971,526 | $65.0M | 1.98% |
| 14 | TOAST INC | TOST | 3,524,638 | $62.6M | 1.90% |
| 15 | SPROUT SOCIAL INC | SPT | 952,165 | $58.0M | 1.76% |
| 16 | COSTAR GROUP INC | CSGP | 794,943 | $54.7M | 1.67% |
| 17 | DIGITAL TURBINE INC | APPS | 4,408,860 | $54.5M | 1.66% |
| 18 | GENIUS SPORTS LIMITED | GENI | 10,567,728 | $52.6M | 1.60% |
| 19 | ENPHASE ENERGY INC | ENPH | 237,770 | $50.0M | 1.52% |
| 20 | EURONET WORLDWIDE INC | EEFT | 445,693 | $49.9M | 1.52% |
| 21 | WORKIVA INC | WK | 479,269 | $49.1M | 1.49% |
| 22 | PHREESIA INC | PHR | 1,487,265 | $48.0M | 1.46% |
| 23 | PAYLOCITY HLDG CORP | PCTY | 198,872 | $39.5M | 1.20% |
| 24 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 793,607 | $37.2M | 1.13% |
| 25 | CHART INDS INC | 16115Q308 | 295,895 | $37.1M | 1.13% |
| 26 | LOVESAC COMPANY | LOVE | 1,282,710 | $37.1M | 1.13% |
| 27 | AMERESCO INC | AMRC | 662,286 | $32.6M | 0.99% |
| 28 | ENOVIX CORPORATION | ENVX | 2,183,300 | $32.6M | 0.99% |
| 29 | VITA COCO CO INC | COCO | 1,569,465 | $30.8M | 0.94% |
| 30 | VICTORY CAP HLDGS INC | 92645B103 | 1,029,372 | $30.1M | 0.92% |
| 31 | HEALTHEQUITY INC | HQY | 512,501 | $30.1M | 0.92% |
| 32 | TWILIO INC | TWLO | 436,153 | $29.1M | 0.88% |
| 33 | MATERION CORP | MTRN | 235,277 | $27.3M | 0.83% |
| 34 | CASTLE BIOSCIENCES INC | CSTL | 1,200,049 | $27.3M | 0.83% |
| 35 | VERACYTE INC | VCYT | 1,145,527 | $25.5M | 0.78% |
| 36 | CASELLA WASTE SYS INC | CWST | 307,093 | $25.4M | 0.77% |
| 37 | GRID DYNAMICS HLDGS INC | GDYN | 2,145,691 | $24.6M | 0.75% |
| 38 | NATERA INC | NTRA | 442,505 | $24.6M | 0.75% |
| 39 | RBC BEARINGS INC | RBC | 104,714 | $24.4M | 0.74% |
| 40 | FIRST SOLAR INC | FSLR | 107,740 | $23.4M | 0.71% |
| 41 | TEXAS CAP BANCSHARES INC | 88224Q107 | 475,415 | $23.3M | 0.71% |
| 42 | SI-BONE INC | SIBN | 1,179,522 | $23.2M | 0.71% |
| 43 | ORTHOPEDIATRICS CORP | KIDS | 518,653 | $23.0M | 0.70% |
| 44 | PURE STORAGE INC | 74624M102 | 889,195 | $22.7M | 0.69% |
| 45 | SHOTSPOTTER INC | SSTI | 564,980 | $22.2M | 0.68% |
| 46 | GLOBANT S A | GLOB | 134,459 | $22.1M | 0.67% |
| 47 | EVERQUOTE INC | EVER | 1,561,571 | $21.7M | 0.66% |
| 48 | PROS HOLDINGS INC | 74346Y103 | 786,294 | $21.5M | 0.66% |
| 49 | VEECO INSTRS INC DEL | 922417100 | 1,004,829 | $21.2M | 0.65% |
| 50 | HARMONIC INC | HLIT | 1,440,323 | $21.0M | 0.64% |
| 51 | COLUMBUS MCKINNON CORP N Y | CMCO | 543,596 | $20.2M | 0.61% |
| 52 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 912,422 | $19.7M | 0.60% |
| 53 | GUIDEWIRE SOFTWARE INC | GWRE | 239,832 | $19.7M | 0.60% |
| 54 | STRATASYS LTD | SSYS | 1,148,757 | $19.0M | 0.58% |
| 55 | LITHIA MTRS INC | 536797103 | 82,249 | $18.8M | 0.57% |
| 56 | REPLIGEN CORP | RGEN | 111,140 | $18.7M | 0.57% |
| 57 | LIQUIDITY SVCS INC | 53635B107 | 1,410,680 | $18.6M | 0.57% |
| 58 | BIOLIFE SOLUTIONS INC | BLFS | 851,197 | $18.5M | 0.56% |
| 59 | PORCH GROUP INC | PRCH | 12,591,352 | $18.0M | 0.55% |
| 60 | JAMES RIV GROUP LTD | G5005R107 | 852,230 | $17.6M | 0.54% |
| 61 | OLINK HLDG AB | OLN | 724,515 | $16.3M | 0.50% |
| 62 | POWER INTEGRATIONS INC | POWI | 191,329 | $16.2M | 0.49% |
| 63 | PERFICIENT INC | 71375U101 | 214,396 | $15.5M | 0.47% |
| 64 | 908 DEVICES INC | MASS | 1,758,976 | $15.1M | 0.46% |
| 65 | BUMBLE INC | BMBL | 763,219 | $14.9M | 0.45% |
| 66 | THE BEAUTY HEALTH COMPANY | 88331L108 | 1,166,101 | $14.7M | 0.45% |
| 67 | PORTILLOS INC | 73642K106 | 685,351 | $14.6M | 0.45% |
| 68 | QUANTERIX CORP | QTRX | 1,298,026 | $14.6M | 0.45% |
| 69 | WNS HLDGS LTD | 92932M101 | 153,406 | $14.3M | 0.43% |
| 70 | FIRST WATCH RESTAURANT GROUP | FWRG | 872,593 | $14.0M | 0.43% |
| 71 | PLIANT THERAPEUTICS INC | PLRX | 518,965 | $13.8M | 0.42% |
| 72 | CEVA INC | CEVA | 445,918 | $13.6M | 0.41% |
| 73 | DEFINITIVE HEALTHCARE CORP | DH | 1,235,181 | $12.8M | 0.39% |
| 74 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 804,969 | $12.8M | 0.39% |
| 75 | FIGS INC | FIGS | 2,022,979 | $12.5M | 0.38% |
| 76 | BILL HOLDINGS INC | BILL | 148,568 | $12.1M | 0.37% |
| 77 | HEALTH CATALYST INC | HCAT | 994,837 | $11.6M | 0.35% |
| 78 | FIVERR INTL LTD | M4R82T106 | 327,245 | $11.4M | 0.35% |
| 79 | CIENA CORP | CIEN | 216,630 | $11.4M | 0.35% |
| 80 | PROTHENA CORP PLC | PRTA | 232,628 | $11.3M | 0.34% |
| 81 | VARONIS SYS INC | VRNS | 432,125 | $11.2M | 0.34% |
| 82 | HAGERTY INC | HGTY | 1,276,013 | $11.2M | 0.34% |
| 83 | RADWARE LTD | RDWR | 512,646 | $11.0M | 0.34% |
| 84 | DOMO INC | DOMO | 772,261 | $11.0M | 0.33% |
| 85 | APELLIS PHARMACEUTICALS INC | APLS | 163,451 | $10.8M | 0.33% |
| 86 | ARCUS BIOSCIENCES INC | RCUS | 576,748 | $10.5M | 0.32% |
| 87 | BLUEPRINT MEDICINES CORP | 09627Y109 | 232,219 | $10.4M | 0.32% |
| 88 | RAPID7 INC | RPD | 225,193 | $10.3M | 0.31% |
| 89 | OSI SYSTEMS INC | OSIS | 99,203 | $10.2M | 0.31% |
| 90 | PTC INC | PTC | 77,495 | $9.9M | 0.30% |
| 91 | XENON PHARMACEUTICALS INC | XENE | 276,012 | $9.9M | 0.30% |
| 92 | INTELLIA THERAPEUTICS INC | NTLA | 259,284 | $9.7M | 0.29% |
| 93 | NUTANIX INC | NTNX | 368,361 | $9.6M | 0.29% |
| 94 | ONTO INNOVATION INC | ONTO | 106,788 | $9.4M | 0.29% |
| 95 | VERICEL CORP | VCEL | 307,023 | $9.0M | 0.27% |
| 96 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 766,127 | $8.9M | 0.27% |
| 97 | CRYOPORT INC | CYRX | 355,917 | $8.5M | 0.26% |
| 98 | HUDSON TECHNOLOGIES INC | HDSN | 946,111 | $8.3M | 0.25% |
| 99 | QUALYS INC | QLYS | 61,127 | $7.9M | 0.24% |
| 100 | RISKIFIED LTD | RSKD | 1,394,628 | $7.9M | 0.24% |
| 101 | REVANCE THERAPEUTICS INC | 761330109 | 243,462 | $7.8M | 0.24% |
| 102 | STONERIDGE INC | SRI | 407,824 | $7.6M | 0.23% |
| 103 | EDGIO INC | 53261M104 | 9,522,701 | $7.5M | 0.23% |
| 104 | APPIAN CORP | APPN | 168,929 | $7.5M | 0.23% |
| 105 | SOLAREDGE TECHNOLOGIES INC | SEDG | 24,585 | $7.5M | 0.23% |
| 106 | CORVEL CORP | CRVL | 37,405 | $7.1M | 0.22% |
| 107 | AMBARELLA INC | AMBA | 89,532 | $6.9M | 0.21% |
| 108 | KINSALE CAP GROUP INC | 49714P108 | 22,523 | $6.8M | 0.21% |
| 109 | MESA LABS INC | 59064R109 | 37,911 | $6.6M | 0.20% |
| 110 | SILICON LABORATORIES INC | SLAB | 37,221 | $6.5M | 0.20% |
| 111 | SHOCKWAVE MED INC | 82489T104 | 29,481 | $6.4M | 0.19% |
| 112 | AXT INC | AXTI | 1,562,282 | $6.2M | 0.19% |
| 113 | KINIKSA PHARMACEUTICALS LTD | KNSA | 574,940 | $6.2M | 0.19% |
| 114 | HARVARD BIOSCIENCE INC | HBIO | 1,430,151 | $6.0M | 0.18% |
| 115 | EPAM SYS INC | EPAM | 19,777 | $5.9M | 0.18% |
| 116 | ZYMEWORKS INC | ZYME | 650,389 | $5.9M | 0.18% |
| 117 | MONOLITHIC PWR SYS INC | 609839105 | 11,603 | $5.8M | 0.18% |
| 118 | TECHTARGET INC | TTGT | 156,351 | $5.6M | 0.17% |
| 119 | GROCERY OUTLET HLDG CORP | GO | 198,502 | $5.6M | 0.17% |
| 120 | HESKA CORP | 42805E306 | 56,949 | $5.6M | 0.17% |
| 121 | NEOGEN CORP | NEOG | 297,778 | $5.5M | 0.17% |
| 122 | CANADIAN SOLAR INC | CSIQ | 136,169 | $5.4M | 0.16% |
| 123 | TRANSMEDICS GROUP INC | TMDX | 69,959 | $5.3M | 0.16% |
| 124 | CYTOSORBENTS CORP | CTSO | 1,567,540 | $5.3M | 0.16% |
| 125 | STOKE THERAPEUTICS INC | STOK | 603,524 | $5.0M | 0.15% |
| 126 | CYBERARK SOFTWARE LTD | M2682V108 | 33,923 | $5.0M | 0.15% |
| 127 | EDGEWISE THERAPEUTICS INC | EWTX | 733,664 | $4.9M | 0.15% |
| 128 | AKOYA BIOSCIENCES INC | 00974H104 | 597,119 | $4.9M | 0.15% |
| 129 | ONESPAWORLD HOLDINGS LIMITED | OSW | 402,869 | $4.8M | 0.15% |
| 130 | MIRATI THERAPEUTICS INC | 60468T105 | 129,090 | $4.8M | 0.15% |
| 131 | BLUEBIRD BIO INC | 09609G100 | 1,445,257 | $4.6M | 0.14% |
| 132 | XENCOR INC | XNCR | 162,616 | $4.5M | 0.14% |
| 133 | INSMED INC | INSM | 264,190 | $4.5M | 0.14% |
| 134 | THREDUP INC | TDUP | 1,775,421 | $4.5M | 0.14% |
| 135 | OKTA INC | OKTA | 49,429 | $4.3M | 0.13% |
| 136 | EXPEDIA GROUP INC | EXPE | 43,337 | $4.2M | 0.13% |
| 137 | BEAM THERAPEUTICS INC | BEAM | 136,137 | $4.2M | 0.13% |
| 138 | AIRGAIN INC | AIRG | 716,896 | $3.8M | 0.12% |
| 139 | CHICKEN SOUP FOR THE SOUL EN | 16842Q100 | 1,807,303 | $3.6M | 0.11% |
| 140 | KEZAR LIFE SCIENCES INC | KZR | 1,121,336 | $3.5M | 0.11% |
| 141 | MAXCYTE INC | MXCT | 708,157 | $3.5M | 0.11% |
| 142 | SITIME CORP | SITM | 24,262 | $3.5M | 0.10% |
| 143 | IMMUNOGEN INC | 45253H101 | 864,766 | $3.3M | 0.10% |
| 144 | CONFLUENT INC | 20717M103 | 137,375 | $3.3M | 0.10% |
| 145 | VICOR CORP | VICR | 70,368 | $3.3M | 0.10% |
| 146 | MATCH GROUP INC NEW | MTCH | 77,772 | $3.0M | 0.09% |
| 147 | AKOUSTIS TECHNOLOGIES INC | 00973N102 | 948,410 | $2.9M | 0.09% |
| 148 | ICAD INC | 44934S206 | 2,149,991 | $2.7M | 0.08% |
| 149 | ARTERIS INC | AIP | 600,869 | $2.5M | 0.08% |
| 150 | GREEN BRICK PARTNERS INC | GRBK-PA | 67,668 | $2.4M | 0.07% |
| 151 | LENDINGTREE INC NEW | TREE | 88,760 | $2.4M | 0.07% |
| 152 | BIOMERICA INC | BMRA | 1,157,536 | $2.2M | 0.07% |
| 153 | VERITONE INC | VERI | 309,109 | $1.8M | 0.05% |
| 154 | LUXFER HLDGS PLC | LXFR | 102,468 | $1.7M | 0.05% |
| 155 | FLEX LTD | FLEX | 72,921 | $1.7M | 0.05% |
| 156 | RUSH ENTERPRISES INC | RUSHB | 29,713 | $1.6M | 0.05% |
| 157 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 73,637 | $1.6M | 0.05% |
| 158 | SILK RD MED INC | 82710M100 | 23,155 | $906,055 | 0.03% |
| 159 | ENERGY RECOVERY INC | ERII | 36,861 | $849,646 | 0.03% |
| 160 | CARIBOU BIOSCIENCES INC | CRBU | 121,650 | $645,962 | 0.02% |
| 161 | DOUGLAS DYNAMICS INC | PLOW | 17,605 | $561,423 | 0.02% |
| 162 | LIFEMD INC | LFMDP | 216,503 | $368,055 | 0.01% |
| 163 | RESEARCH SOLUTIONS INC | RSSS | 27,006 | $54,282 | 0.00% |
| 164 | CLEAN ENERGY FUELS CORP | CLNE | 11,287 | $49,211 | 0.00% |
| 165 | RENALYTIX PLC | RENXF | 11,070 | $26,789 | 0.00% |