13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001398344-23-020610
Total Value
$2.81B
Positions
183
Other Managers
1
Confidential Omitted
No
Holdings (183)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXON ENTERPRISE INC | AXON | 548,601 | $109.2M | 3.89% |
| 2 | SPROUT SOCIAL INC | SPT | 2,154,123 | $107.4M | 3.83% |
| 3 | EVOLENT HEALTH INC | EVH | 2,954,010 | $80.4M | 2.87% |
| 4 | GENIUS SPORTS LIMITED | GENI | 14,404,297 | $76.8M | 2.74% |
| 5 | SPS COMM INC | SPSC | 424,554 | $72.4M | 2.58% |
| 6 | CHART INDS INC | 16115Q308 | 393,674 | $66.6M | 2.37% |
| 7 | TOAST INC | TOST | 3,387,835 | $63.5M | 2.26% |
| 8 | PAYCOM SOFTWARE INC | PAYC | 228,747 | $59.3M | 2.11% |
| 9 | COSTAR GROUP INC | CSGP | 765,134 | $58.8M | 2.10% |
| 10 | ZETA GLOBAL HOLDINGS CORP | ZETA | 7,036,521 | $58.8M | 2.09% |
| 11 | MAGNITE INC | MGNI | 7,203,803 | $54.3M | 1.94% |
| 12 | INDIE SEMICONDUCTOR INC | INDI | 8,079,195 | $50.9M | 1.81% |
| 13 | ARRAY TECHNOLOGIES INC | ARRY | 2,143,144 | $47.6M | 1.69% |
| 14 | RB GLOBAL INC | RBA | 760,689 | $47.5M | 1.69% |
| 15 | KORNIT DIGITAL LTD | KRNT | 2,386,174 | $45.1M | 1.61% |
| 16 | WORKIVA INC | WK | 435,701 | $44.2M | 1.57% |
| 17 | CASTLE BIOSCIENCES INC | CSTL | 2,487,673 | $42.0M | 1.50% |
| 18 | PAYLOCITY HLDG CORP | PCTY | 230,404 | $41.9M | 1.49% |
| 19 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 999,209 | $41.6M | 1.48% |
| 20 | GLOBANT S A | GLOB | 198,394 | $39.3M | 1.40% |
| 21 | HEALTHEQUITY INC | HQY | 489,387 | $35.7M | 1.27% |
| 22 | TEXAS CAP BANCSHARES INC | 88224Q107 | 605,215 | $35.6M | 1.27% |
| 23 | HUBSPOT INC | HUBS | 70,028 | $34.5M | 1.23% |
| 24 | ETSY INC | ETSY | 532,860 | $34.4M | 1.23% |
| 25 | VICTORY CAP HLDGS INC | 92645B103 | 994,564 | $33.2M | 1.18% |
| 26 | VITA COCO CO INC | COCO | 1,162,652 | $30.3M | 1.08% |
| 27 | LOVESAC COMPANY | LOVE | 1,446,054 | $28.8M | 1.03% |
| 28 | WW INTL INC | 98262P101 | 2,538,197 | $28.1M | 1.00% |
| 29 | GRID DYNAMICS HLDGS INC | GDYN | 2,270,593 | $27.7M | 0.99% |
| 30 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,697,886 | $25.8M | 0.92% |
| 31 | CASELLA WASTE SYS INC | CWST | 331,819 | $25.3M | 0.90% |
| 32 | SI-BONE INC | SIBN | 1,136,233 | $24.1M | 0.86% |
| 33 | MATERION CORP | MTRN | 231,892 | $23.6M | 0.84% |
| 34 | RBC BEARINGS INC | RBC | 98,967 | $23.2M | 0.83% |
| 35 | ENOVIX CORPORATION | ENVX | 1,799,321 | $22.6M | 0.80% |
| 36 | PROS HOLDINGS INC | 74346Y103 | 648,586 | $22.5M | 0.80% |
| 37 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,593,959 | $21.3M | 0.76% |
| 38 | REPLIGEN CORP | RGEN | 132,758 | $21.1M | 0.75% |
| 39 | VEECO INSTRS INC DEL | 922417100 | 736,256 | $20.7M | 0.74% |
| 40 | QUANTERIX CORP | QTRX | 759,365 | $20.6M | 0.73% |
| 41 | PHREESIA INC | PHR | 1,086,922 | $20.3M | 0.72% |
| 42 | AMERESCO INC | AMRC | 517,051 | $19.9M | 0.71% |
| 43 | ORTHOPEDIATRICS CORP | KIDS | 591,605 | $18.9M | 0.67% |
| 44 | COLUMBUS MCKINNON CORP N Y | CMCO | 541,158 | $18.9M | 0.67% |
| 45 | BUMBLE INC | BMBL | 1,255,506 | $18.7M | 0.67% |
| 46 | ODDITY TECH LTD | ODD | 630,067 | $17.9M | 0.64% |
| 47 | PURE STORAGE INC | 74624M102 | 496,633 | $17.7M | 0.63% |
| 48 | UDEMY INC | UDMY | 1,782,024 | $16.9M | 0.60% |
| 49 | PROTHENA CORP PLC | PRTA | 348,065 | $16.8M | 0.60% |
| 50 | NATERA INC | NTRA | 376,704 | $16.7M | 0.59% |
| 51 | PLIANT THERAPEUTICS INC | PLRX | 939,209 | $16.3M | 0.58% |
| 52 | EURONET WORLDWIDE INC | EEFT | 204,703 | $16.2M | 0.58% |
| 53 | BLUEBIRD BIO INC | 09609G100 | 5,137,778 | $15.6M | 0.56% |
| 54 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,100,888 | $15.2M | 0.54% |
| 55 | PORTILLOS INC | 73642K106 | 989,734 | $15.2M | 0.54% |
| 56 | ENPHASE ENERGY INC | ENPH | 123,506 | $14.8M | 0.53% |
| 57 | BIOLIFE SOLUTIONS INC | BLFS | 1,052,674 | $14.5M | 0.52% |
| 58 | FIRST SOLAR INC | FSLR | 87,805 | $14.2M | 0.51% |
| 59 | LIQUIDITY SVCS INC | 53635B107 | 799,289 | $14.1M | 0.50% |
| 60 | GENTHERM INC | THRM | 256,129 | $13.9M | 0.50% |
| 61 | FIRST WATCH RESTAURANT GROUP | FWRG | 766,377 | $13.3M | 0.47% |
| 62 | STRATASYS LTD | SSYS | 945,972 | $12.9M | 0.46% |
| 63 | PERFICIENT INC | 71375U101 | 222,478 | $12.9M | 0.46% |
| 64 | JAMES RIV GROUP LTD | G5005R107 | 831,675 | $12.8M | 0.45% |
| 65 | GUIDEWIRE SOFTWARE INC | GWRE | 141,414 | $12.7M | 0.45% |
| 66 | RISKIFIED LTD | RSKD | 2,802,247 | $12.6M | 0.45% |
| 67 | NUTANIX INC | NTNX | 356,041 | $12.4M | 0.44% |
| 68 | 908 DEVICES INC | MASS | 1,843,290 | $12.3M | 0.44% |
| 69 | SPX TECHNOLOGIES INC | SPXC | 146,707 | $11.9M | 0.43% |
| 70 | HEALTH CATALYST INC | HCAT | 1,177,903 | $11.9M | 0.42% |
| 71 | FIVERR INTL LTD | M4R82T106 | 486,269 | $11.9M | 0.42% |
| 72 | OLINK HLDG AB | OLN | 805,456 | $11.9M | 0.42% |
| 73 | CYBERARK SOFTWARE LTD | M2682V108 | 72,233 | $11.8M | 0.42% |
| 74 | BLUEPRINT MEDICINES CORP | 09627Y109 | 229,247 | $11.5M | 0.41% |
| 75 | EVERQUOTE INC | EVER | 1,568,457 | $11.3M | 0.40% |
| 76 | WNS HLDGS LTD | 92932M101 | 165,353 | $11.3M | 0.40% |
| 77 | CONFLUENT INC | 20717M103 | 379,923 | $11.2M | 0.40% |
| 78 | NEOGEN CORP | NEOG | 605,300 | $11.2M | 0.40% |
| 79 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 925,159 | $11.2M | 0.40% |
| 80 | HARMONIC INC | HLIT | 1,142,646 | $11.0M | 0.39% |
| 81 | IMMUNOGEN INC | 45253H101 | 681,377 | $10.8M | 0.39% |
| 82 | DEFINITIVE HEALTHCARE CORP | DH | 1,337,970 | $10.7M | 0.38% |
| 83 | PTC INC | PTC | 72,475 | $10.3M | 0.37% |
| 84 | VERTEX INC | VERX | 444,305 | $10.3M | 0.37% |
| 85 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 398,862 | $10.2M | 0.36% |
| 86 | SOUNDTHINKING INC | SSTI | 560,202 | $10.0M | 0.36% |
| 87 | KINSALE CAP GROUP INC | 49714P108 | 23,785 | $9.9M | 0.35% |
| 88 | ONTO INNOVATION INC | ONTO | 74,368 | $9.5M | 0.34% |
| 89 | HUDSON TECHNOLOGIES INC | HDSN | 698,789 | $9.3M | 0.33% |
| 90 | KINIKSA PHARMACEUTICALS LTD | KNSA | 534,214 | $9.3M | 0.33% |
| 91 | AZENTA INC | AZTA | 183,128 | $9.2M | 0.33% |
| 92 | APPIAN CORP | APPN | 199,486 | $9.1M | 0.32% |
| 93 | QUALYS INC | QLYS | 58,804 | $9.0M | 0.32% |
| 94 | CRYOPORT INC | CYRX | 629,968 | $8.6M | 0.31% |
| 95 | POWER INTEGRATIONS INC | POWI | 112,592 | $8.6M | 0.31% |
| 96 | DOCGO INC | DCGO | 1,606,651 | $8.6M | 0.31% |
| 97 | PORCH GROUP INC | PRCH | 10,612,541 | $8.5M | 0.30% |
| 98 | VERACYTE INC | VCYT | 381,324 | $8.5M | 0.30% |
| 99 | OSI SYSTEMS INC | OSIS | 70,008 | $8.3M | 0.29% |
| 100 | XENON PHARMACEUTICALS INC | XENE | 236,290 | $8.1M | 0.29% |
| 101 | CIENA CORP | CIEN | 163,800 | $7.7M | 0.28% |
| 102 | VICOR CORP | VICR | 129,331 | $7.6M | 0.27% |
| 103 | SUPER MICRO COMPUTER INC | SMCI | 27,688 | $7.6M | 0.27% |
| 104 | HARVARD BIOSCIENCE INC | HBIO | 1,735,572 | $7.5M | 0.27% |
| 105 | TRANSMEDICS GROUP INC | TMDX | 133,878 | $7.3M | 0.26% |
| 106 | CHEFS WHSE INC | 163086101 | 333,086 | $7.1M | 0.25% |
| 107 | COGENT COMMUNICATIONS HLDGS | CCOI | 111,971 | $6.9M | 0.25% |
| 108 | CANADIAN SOLAR INC | CSIQ | 276,368 | $6.8M | 0.24% |
| 109 | MESA LABS INC | 59064R109 | 63,873 | $6.7M | 0.24% |
| 110 | VARONIS SYS INC | VRNS | 217,895 | $6.7M | 0.24% |
| 111 | BILL HOLDINGS INC | BILL | 60,730 | $6.6M | 0.23% |
| 112 | INTELLIA THERAPEUTICS INC | NTLA | 205,191 | $6.5M | 0.23% |
| 113 | MONOLITHIC PWR SYS INC | 609839105 | 13,920 | $6.4M | 0.23% |
| 114 | MIRATI THERAPEUTICS INC | 60468T105 | 145,175 | $6.3M | 0.23% |
| 115 | CORVEL CORP | CRVL | 31,551 | $6.2M | 0.22% |
| 116 | MAXCYTE INC | MXCT | 1,975,847 | $6.2M | 0.22% |
| 117 | INSMED INC | INSM | 235,980 | $6.0M | 0.21% |
| 118 | TRADEWEB MKTS INC | 892672106 | 73,961 | $5.9M | 0.21% |
| 119 | SHOCKWAVE MED INC | 82489T104 | 29,752 | $5.9M | 0.21% |
| 120 | EXPEDIA GROUP INC | EXPE | 57,156 | $5.9M | 0.21% |
| 121 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 697,626 | $5.8M | 0.21% |
| 122 | ARTERIS INC | AIP | 882,234 | $5.7M | 0.20% |
| 123 | GOOSEHEAD INS INC | GSHD | 74,186 | $5.5M | 0.20% |
| 124 | EDGEWISE THERAPEUTICS INC | EWTX | 939,127 | $5.4M | 0.19% |
| 125 | SILICON LABORATORIES INC | SLAB | 44,881 | $5.2M | 0.19% |
| 126 | SOLAREDGE TECHNOLOGIES INC | SEDG | 37,847 | $4.9M | 0.17% |
| 127 | RAPID7 INC | RPD | 105,642 | $4.8M | 0.17% |
| 128 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 84,562 | $4.8M | 0.17% |
| 129 | ZYMEWORKS INC | ZYME | 721,181 | $4.6M | 0.16% |
| 130 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 55,257 | $4.5M | 0.16% |
| 131 | RADWARE LTD | RDWR | 265,322 | $4.5M | 0.16% |
| 132 | JFROG LTD | FROG | 172,067 | $4.4M | 0.16% |
| 133 | FIVE9 INC | FIVN | 66,175 | $4.3M | 0.15% |
| 134 | OKTA INC | OKTA | 51,889 | $4.2M | 0.15% |
| 135 | SMARTSHEET INC | 83200N103 | 103,241 | $4.2M | 0.15% |
| 136 | SPRINKLR INC | CXM | 294,567 | $4.1M | 0.15% |
| 137 | REVANCE THERAPEUTICS INC | 761330109 | 355,360 | $4.1M | 0.15% |
| 138 | GROCERY OUTLET HLDG CORP | GO | 139,644 | $4.0M | 0.14% |
| 139 | THREDUP INC | TDUP | 993,008 | $4.0M | 0.14% |
| 140 | STONERIDGE INC | SRI | 194,050 | $3.9M | 0.14% |
| 141 | CEVA INC | CEVA | 195,720 | $3.8M | 0.14% |
| 142 | ARCUS BIOSCIENCES INC | RCUS | 195,599 | $3.5M | 0.13% |
| 143 | STOKE THERAPEUTICS INC | STOK | 851,201 | $3.4M | 0.12% |
| 144 | ROGERS CORP | ROG | 24,273 | $3.2M | 0.11% |
| 145 | HASHICORP INC | 418100103 | 133,077 | $3.0M | 0.11% |
| 146 | TWILIO INC | TWLO | 50,412 | $3.0M | 0.11% |
| 147 | BOOT BARN HLDGS INC | BOOT | 36,273 | $2.9M | 0.10% |
| 148 | CYTOSORBENTS CORP | CTSO | 1,552,393 | $2.9M | 0.10% |
| 149 | APELLIS PHARMACEUTICALS INC | APLS | 76,120 | $2.9M | 0.10% |
| 150 | BRIDGEBIO PHARMA INC | BBIO | 108,821 | $2.9M | 0.10% |
| 151 | VERICEL CORP | VCEL | 75,726 | $2.5M | 0.09% |
| 152 | VIAD CORP | 92552R406 | 93,803 | $2.5M | 0.09% |
| 153 | KLAVIYO INC | KVYO | 70,168 | $2.4M | 0.09% |
| 154 | EDGIO INC | 53261M104 | 2,828,934 | $2.4M | 0.09% |
| 155 | SITIME CORP | SITM | 19,514 | $2.2M | 0.08% |
| 156 | DESCARTES SYS GROUP INC | 249906108 | 30,078 | $2.2M | 0.08% |
| 157 | DOUGLAS DYNAMICS INC | PLOW | 72,960 | $2.2M | 0.08% |
| 158 | TANDEM DIABETES CARE INC | TNDM | 98,924 | $2.1M | 0.07% |
| 159 | FOX FACTORY HLDG CORP | FOXF | 19,988 | $2.0M | 0.07% |
| 160 | ICAD INC | 44934S206 | 895,169 | $1.9M | 0.07% |
| 161 | NOVA LTD | NVMI | 15,642 | $1.8M | 0.06% |
| 162 | KEZAR LIFE SCIENCES INC | KZR | 1,452,558 | $1.7M | 0.06% |
| 163 | EXLSERVICE HOLDINGS INC | EXLS | 57,920 | $1.6M | 0.06% |
| 164 | TETRA TECH INC NEW | TTEK | 10,610 | $1.6M | 0.06% |
| 165 | BEL FUSE INC | BELFB | 30,385 | $1.4M | 0.05% |
| 166 | THE BEAUTY HEALTH COMPANY | 88331L108 | 233,502 | $1.4M | 0.05% |
| 167 | AMBARELLA INC | AMBA | 25,481 | $1.4M | 0.05% |
| 168 | INSULET CORP | PODD | 8,230 | $1.3M | 0.05% |
| 169 | AIRGAIN INC | AIRG | 354,803 | $1.3M | 0.05% |
| 170 | BIOMERICA INC | BMRA | 1,162,820 | $1.0M | 0.04% |
| 171 | RUSH ENTERPRISES INC | RUSHB | 22,565 | $921,329 | 0.03% |
| 172 | ENERGY RECOVERY INC | ERII | 34,521 | $732,190 | 0.03% |
| 173 | CARIBOU BIOSCIENCES INC | CRBU | 136,378 | $651,887 | 0.02% |
| 174 | SUNOPTA INC | STKL | 172,072 | $579,883 | 0.02% |
| 175 | LIFEMD INC | LFMDP | 84,013 | $525,081 | 0.02% |
| 176 | RENALYTIX PLC | RENXF | 321,473 | $514,357 | 0.02% |
| 177 | PENTAIR PLC | PNR | 6,460 | $418,285 | 0.01% |
| 178 | DARLING INGREDIENTS INC | DAR | 7,168 | $374,170 | 0.01% |
| 179 | SYMBOTIC INC | SYM | 9,011 | $301,238 | 0.01% |
| 180 | WATTS WATER TECHNOLOGIES INC | WTS | 1,728 | $298,633 | 0.01% |
| 181 | NUVEI CORPORATION | NU | 12,625 | $189,375 | 0.01% |
| 182 | MAYVILLE ENGR CO INC | 578605107 | 15,334 | $168,214 | 0.01% |
| 183 | RESEARCH SOLUTIONS INC | RSSS | 29,968 | $74,920 | 0.00% |