13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001398344-23-014737
Total Value
$3.25B
Positions
175
Other Managers
1
Confidential Omitted
No
Holdings (175)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPS COMM INC | SPSC | 588,435 | $113.0M | 3.48% |
| 2 | MAGNITE INC | MGNI | 7,552,994 | $103.1M | 3.17% |
| 3 | AXON ENTERPRISE INC | AXON | 526,160 | $102.7M | 3.16% |
| 4 | SPROUT SOCIAL INC | SPT | 2,213,276 | $102.2M | 3.14% |
| 5 | PAYCOM SOFTWARE INC | PAYC | 308,802 | $99.2M | 3.05% |
| 6 | TOAST INC | TOST | 4,076,131 | $92.0M | 2.83% |
| 7 | KORNIT DIGITAL LTD | KRNT | 3,120,997 | $91.7M | 2.82% |
| 8 | EVOLENT HEALTH INC | EVH | 2,914,350 | $88.3M | 2.72% |
| 9 | COSTAR GROUP INC | CSGP | 791,468 | $70.4M | 2.17% |
| 10 | INDIE SEMICONDUCTOR INC | INDI | 6,975,715 | $65.6M | 2.02% |
| 11 | GENIUS SPORTS LIMITED | GENI | 10,528,214 | $65.2M | 2.01% |
| 12 | CHART INDS INC | 16115Q308 | 383,349 | $61.3M | 1.88% |
| 13 | ZETA GLOBAL HOLDINGS CORP | ZETA | 7,124,110 | $60.8M | 1.87% |
| 14 | ETSY INC | ETSY | 715,704 | $60.6M | 1.86% |
| 15 | ENPHASE ENERGY INC | ENPH | 317,767 | $53.2M | 1.64% |
| 16 | RB GLOBAL INC | RBA | 882,329 | $52.9M | 1.63% |
| 17 | ARRAY TECHNOLOGIES INC | ARRY | 2,254,315 | $50.9M | 1.57% |
| 18 | WORKIVA INC | WK | 453,834 | $46.1M | 1.42% |
| 19 | EURONET WORLDWIDE INC | EEFT | 361,481 | $42.4M | 1.31% |
| 20 | ENOVIX CORPORATION | ENVX | 2,337,905 | $42.2M | 1.30% |
| 21 | LOVESAC COMPANY | LOVE | 1,475,234 | $39.8M | 1.22% |
| 22 | HUBSPOT INC | HUBS | 73,675 | $39.2M | 1.21% |
| 23 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 784,154 | $37.5M | 1.15% |
| 24 | CASTLE BIOSCIENCES INC | CSTL | 2,529,431 | $34.7M | 1.07% |
| 25 | AZENTA INC | AZTA | 737,358 | $34.4M | 1.06% |
| 26 | TEXAS CAP BANCSHARES INC | 88224Q107 | 624,367 | $32.2M | 0.99% |
| 27 | VICTORY CAP HLDGS INC | 92645B103 | 994,632 | $31.4M | 0.97% |
| 28 | PAYLOCITY HLDG CORP | PCTY | 168,073 | $31.0M | 0.95% |
| 29 | HEALTHEQUITY INC | HQY | 490,804 | $31.0M | 0.95% |
| 30 | AMERESCO INC | AMRC | 628,981 | $30.6M | 0.94% |
| 31 | TWILIO INC | TWLO | 479,481 | $30.5M | 0.94% |
| 32 | PHREESIA INC | PHR | 942,780 | $29.2M | 0.90% |
| 33 | MATERION CORP | MTRN | 234,538 | $26.8M | 0.82% |
| 34 | QUANTERIX CORP | QTRX | 1,178,512 | $26.6M | 0.82% |
| 35 | VITA COCO CO INC | COCO | 970,284 | $26.1M | 0.80% |
| 36 | GLOBANT S A | GLOB | 144,070 | $25.9M | 0.80% |
| 37 | CASELLA WASTE SYS INC | CWST | 284,512 | $25.7M | 0.79% |
| 38 | SI-BONE INC | SIBN | 943,716 | $25.5M | 0.78% |
| 39 | GRID DYNAMICS HLDGS INC | GDYN | 2,646,042 | $24.5M | 0.75% |
| 40 | PROS HOLDINGS INC | 74346Y103 | 783,476 | $24.1M | 0.74% |
| 41 | RBC BEARINGS INC | RBC | 110,158 | $24.0M | 0.74% |
| 42 | PURE STORAGE INC | 74624M102 | 638,860 | $23.5M | 0.72% |
| 43 | VEECO INSTRS INC DEL | 922417100 | 872,734 | $22.4M | 0.69% |
| 44 | ORTHOPEDIATRICS CORP | KIDS | 499,173 | $21.9M | 0.67% |
| 45 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,099,138 | $21.8M | 0.67% |
| 46 | REPLIGEN CORP | RGEN | 150,772 | $21.3M | 0.66% |
| 47 | COLUMBUS MCKINNON CORP N Y | CMCO | 522,568 | $21.2M | 0.65% |
| 48 | BIOLIFE SOLUTIONS INC | BLFS | 944,188 | $20.9M | 0.64% |
| 49 | PORTILLOS INC | 73642K106 | 898,714 | $20.2M | 0.62% |
| 50 | PROTHENA CORP PLC | PRTA | 295,057 | $20.1M | 0.62% |
| 51 | BUMBLE INC | BMBL | 1,172,000 | $19.7M | 0.61% |
| 52 | NATERA INC | NTRA | 391,004 | $19.0M | 0.59% |
| 53 | JAMES RIV GROUP LTD | G5005R107 | 1,004,199 | $18.3M | 0.56% |
| 54 | PERFICIENT INC | 71375U101 | 217,458 | $18.1M | 0.56% |
| 55 | GUIDEWIRE SOFTWARE INC | GWRE | 235,114 | $17.9M | 0.55% |
| 56 | STRATASYS LTD | SSYS | 1,005,000 | $17.8M | 0.55% |
| 57 | LIFE TIME GROUP HOLDINGS INC | LTH | 885,028 | $17.4M | 0.54% |
| 58 | PORCH GROUP INC | PRCH | 12,455,257 | $17.2M | 0.53% |
| 59 | WW INTL INC | 98262P101 | 2,386,836 | $16.0M | 0.49% |
| 60 | HARMONIC INC | HLIT | 991,151 | $16.0M | 0.49% |
| 61 | BLUEBIRD BIO INC | 09609G100 | 4,856,322 | $16.0M | 0.49% |
| 62 | VERACYTE INC | VCYT | 591,682 | $15.1M | 0.46% |
| 63 | UDEMY INC | UDMY | 1,401,829 | $15.0M | 0.46% |
| 64 | DEFINITIVE HEALTHCARE CORP | DH | 1,352,878 | $14.9M | 0.46% |
| 65 | PLIANT THERAPEUTICS INC | PLRX | 810,357 | $14.7M | 0.45% |
| 66 | SOUNDTHINKING INC | SSTI | 668,377 | $14.6M | 0.45% |
| 67 | OLINK HLDG AB | OLN | 777,203 | $14.6M | 0.45% |
| 68 | LIQUIDITY SVCS INC | 53635B107 | 881,644 | $14.5M | 0.45% |
| 69 | HEALTH CATALYST INC | HCAT | 1,160,225 | $14.5M | 0.45% |
| 70 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 814,337 | $14.1M | 0.43% |
| 71 | FIRST SOLAR INC | FSLR | 72,988 | $13.9M | 0.43% |
| 72 | CRYOPORT INC | CYRX | 801,004 | $13.8M | 0.43% |
| 73 | FIVERR INTL LTD | M4R82T106 | 522,275 | $13.6M | 0.42% |
| 74 | FIRST WATCH RESTAURANT GROUP | FWRG | 789,937 | $13.3M | 0.41% |
| 75 | CONFLUENT INC | 20717M103 | 360,918 | $12.7M | 0.39% |
| 76 | 908 DEVICES INC | MASS | 1,785,753 | $12.3M | 0.38% |
| 77 | BLUEPRINT MEDICINES CORP | 09627Y109 | 184,503 | $11.7M | 0.36% |
| 78 | LITHIA MTRS INC | 536797103 | 38,111 | $11.6M | 0.36% |
| 79 | WNS HLDGS LTD | 92932M101 | 155,896 | $11.5M | 0.35% |
| 80 | BILL HOLDINGS INC | BILL | 96,582 | $11.3M | 0.35% |
| 81 | RAPID7 INC | RPD | 243,923 | $11.0M | 0.34% |
| 82 | POWER INTEGRATIONS INC | POWI | 115,925 | $11.0M | 0.34% |
| 83 | ONTO INNOVATION INC | ONTO | 92,497 | $10.8M | 0.33% |
| 84 | INTELLIA THERAPEUTICS INC | NTLA | 261,865 | $10.7M | 0.33% |
| 85 | KINSALE CAP GROUP INC | 49714P108 | 28,501 | $10.7M | 0.33% |
| 86 | PTC INC | PTC | 73,037 | $10.4M | 0.32% |
| 87 | APELLIS PHARMACEUTICALS INC | APLS | 113,775 | $10.4M | 0.32% |
| 88 | TRANSMEDICS GROUP INC | TMDX | 119,694 | $10.1M | 0.31% |
| 89 | NUTANIX INC | NTNX | 357,630 | $10.0M | 0.31% |
| 90 | SOLAREDGE TECHNOLOGIES INC | SEDG | 36,911 | $9.9M | 0.31% |
| 91 | OSI SYSTEMS INC | OSIS | 82,367 | $9.7M | 0.30% |
| 92 | THE BEAUTY HEALTH COMPANY | 88331L108 | 1,158,590 | $9.7M | 0.30% |
| 93 | DOCGO INC | DCGO | 1,003,980 | $9.4M | 0.29% |
| 94 | EVERQUOTE INC | EVER | 1,414,280 | $9.2M | 0.28% |
| 95 | XENON PHARMACEUTICALS INC | XENE | 236,753 | $9.1M | 0.28% |
| 96 | CIENA CORP | CIEN | 213,607 | $9.1M | 0.28% |
| 97 | RADWARE LTD | RDWR | 466,442 | $9.0M | 0.28% |
| 98 | VICOR CORP | VICR | 165,889 | $9.0M | 0.28% |
| 99 | CEVA INC | CEVA | 342,631 | $8.8M | 0.27% |
| 100 | MAXCYTE INC | MXCT | 1,891,888 | $8.7M | 0.27% |
| 101 | NEOGEN CORP | NEOG | 389,784 | $8.5M | 0.26% |
| 102 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 610,260 | $8.1M | 0.25% |
| 103 | IMMUNOGEN INC | 45253H101 | 426,752 | $8.1M | 0.25% |
| 104 | HARVARD BIOSCIENCE INC | HBIO | 1,439,450 | $7.9M | 0.24% |
| 105 | EXPEDIA GROUP INC | EXPE | 71,562 | $7.8M | 0.24% |
| 106 | KINIKSA PHARMACEUTICALS LTD | KNSA | 536,429 | $7.6M | 0.23% |
| 107 | RISKIFIED LTD | RSKD | 1,533,897 | $7.5M | 0.23% |
| 108 | REVANCE THERAPEUTICS INC | 761330109 | 288,927 | $7.3M | 0.23% |
| 109 | THREDUP INC | TDUP | 2,996,441 | $7.3M | 0.22% |
| 110 | DOMO INC | DOMO | 496,885 | $7.3M | 0.22% |
| 111 | QUALYS INC | QLYS | 55,339 | $7.1M | 0.22% |
| 112 | CORVEL CORP | CRVL | 35,834 | $6.9M | 0.21% |
| 113 | VARONIS SYS INC | VRNS | 255,343 | $6.8M | 0.21% |
| 114 | CANADIAN SOLAR INC | CSIQ | 175,595 | $6.8M | 0.21% |
| 115 | STONERIDGE INC | SRI | 357,180 | $6.7M | 0.21% |
| 116 | MESA LABS INC | 59064R109 | 52,356 | $6.7M | 0.21% |
| 117 | HUDSON TECHNOLOGIES INC | HDSN | 691,417 | $6.7M | 0.20% |
| 118 | FIGS INC | FIGS | 798,381 | $6.6M | 0.20% |
| 119 | SHOCKWAVE MED INC | 82489T104 | 22,791 | $6.5M | 0.20% |
| 120 | ARCUS BIOSCIENCES INC | RCUS | 314,836 | $6.4M | 0.20% |
| 121 | MONOLITHIC PWR SYS INC | 609839105 | 11,721 | $6.3M | 0.19% |
| 122 | APPIAN CORP | APPN | 132,903 | $6.3M | 0.19% |
| 123 | SILICON LABORATORIES INC | SLAB | 39,630 | $6.3M | 0.19% |
| 124 | GROCERY OUTLET HLDG CORP | GO | 197,958 | $6.1M | 0.19% |
| 125 | INSMED INC | INSM | 280,677 | $5.9M | 0.18% |
| 126 | CYTOSORBENTS CORP | CTSO | 1,616,587 | $5.8M | 0.18% |
| 127 | STOKE THERAPEUTICS INC | STOK | 532,880 | $5.7M | 0.17% |
| 128 | ZYMEWORKS INC | ZYME | 642,142 | $5.5M | 0.17% |
| 129 | MIRATI THERAPEUTICS INC | 60468T105 | 145,287 | $5.2M | 0.16% |
| 130 | CYBERARK SOFTWARE LTD | M2682V108 | 32,994 | $5.2M | 0.16% |
| 131 | SUPER MICRO COMPUTER INC | SMCI | 20,163 | $5.0M | 0.15% |
| 132 | SILK RD MED INC | 82710M100 | 154,277 | $5.0M | 0.15% |
| 133 | EDGEWISE THERAPEUTICS INC | EWTX | 644,713 | $5.0M | 0.15% |
| 134 | TECHTARGET INC | TTGT | 151,956 | $4.7M | 0.15% |
| 135 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 50,626 | $4.7M | 0.14% |
| 136 | KEZAR LIFE SCIENCES INC | KZR | 1,899,019 | $4.7M | 0.14% |
| 137 | AXT INC | AXTI | 1,288,139 | $4.4M | 0.14% |
| 138 | GOOSEHEAD INS INC | GSHD | 69,049 | $4.3M | 0.13% |
| 139 | AKOUSTIS TECHNOLOGIES INC | 00973N102 | 1,300,123 | $4.1M | 0.13% |
| 140 | ARTERIS INC | AIP | 590,629 | $4.0M | 0.12% |
| 141 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 71,934 | $3.7M | 0.11% |
| 142 | EDGIO INC | 53261M104 | 5,402,351 | $3.6M | 0.11% |
| 143 | AKOYA BIOSCIENCES INC | 00974H104 | 482,196 | $3.6M | 0.11% |
| 144 | OKTA INC | OKTA | 49,827 | $3.5M | 0.11% |
| 145 | AIRGAIN INC | AIRG | 594,087 | $3.2M | 0.10% |
| 146 | FIVE9 INC | FIVN | 37,170 | $3.1M | 0.09% |
| 147 | JFROG LTD | FROG | 104,914 | $2.9M | 0.09% |
| 148 | COGENT COMMUNICATIONS HLDGS | CCOI | 40,683 | $2.7M | 0.08% |
| 149 | DIGITAL TURBINE INC | APPS | 286,468 | $2.7M | 0.08% |
| 150 | AMBARELLA INC | AMBA | 31,722 | $2.7M | 0.08% |
| 151 | WIX COM LTD | WIX | 32,194 | $2.5M | 0.08% |
| 152 | ICAD INC | 44934S206 | 1,510,981 | $2.5M | 0.08% |
| 153 | SITIME CORP | SITM | 19,319 | $2.3M | 0.07% |
| 154 | SMARTSHEET INC | 83200N103 | 58,317 | $2.2M | 0.07% |
| 155 | TANDEM DIABETES CARE INC | TNDM | 88,800 | $2.2M | 0.07% |
| 156 | VERICEL CORP | VCEL | 57,003 | $2.1M | 0.07% |
| 157 | DOUGLAS DYNAMICS INC | PLOW | 69,485 | $2.1M | 0.06% |
| 158 | CHICKEN SOUP FOR THE SOUL EN | 16842Q100 | 1,747,032 | $2.1M | 0.06% |
| 159 | KODIAK SCIENCES INC | KOD | 270,875 | $1.9M | 0.06% |
| 160 | HAGERTY INC | HGTY | 187,080 | $1.8M | 0.05% |
| 161 | RUSH ENTERPRISES INC | RUSHB | 28,449 | $1.7M | 0.05% |
| 162 | HASHICORP INC | 418100103 | 62,674 | $1.6M | 0.05% |
| 163 | BIOMERICA INC | BMRA | 1,144,824 | $1.6M | 0.05% |
| 164 | LIFEMD INC | LFMDP | 305,993 | $1.3M | 0.04% |
| 165 | EXLSERVICE HOLDINGS INC | EXLS | 7,590 | $1.1M | 0.04% |
| 166 | ENERGY RECOVERY INC | ERII | 35,344 | $987,865 | 0.03% |
| 167 | GREEN BRICK PARTNERS INC | GRBK-PA | 14,384 | $817,011 | 0.03% |
| 168 | BEL FUSE INC | BELFB | 12,995 | $746,043 | 0.02% |
| 169 | TETRA TECH INC NEW | TTEK | 4,173 | $683,287 | 0.02% |
| 170 | CARIBOU BIOSCIENCES INC | CRBU | 126,297 | $536,762 | 0.02% |
| 171 | WATTS WATER TECHNOLOGIES INC | WTS | 1,638 | $300,950 | 0.01% |
| 172 | DARLING INGREDIENTS INC | DAR | 3,970 | $253,246 | 0.01% |
| 173 | INSULET CORP | PODD | 862 | $248,549 | 0.01% |
| 174 | RESEARCH SOLUTIONS INC | RSSS | 30,471 | $62,161 | 0.00% |
| 175 | RENALYTIX PLC | RENXF | 18,747 | $54,741 | 0.00% |