13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001398344-24-009678
Total Value
$2.85B
Positions
181
Other Managers
1
Confidential Omitted
No
Holdings (181)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INDIE SEMICONDUCTOR INC | INDI | 19,379,926 | $137.2M | 4.82% |
| 2 | SPROUT SOCIAL INC | SPT | 1,598,013 | $95.4M | 3.35% |
| 3 | AXON ENTERPRISE INC | AXON | 295,204 | $92.4M | 3.24% |
| 4 | ZETA GLOBAL HOLDINGS CORP | ZETA | 8,227,602 | $89.9M | 3.16% |
| 5 | EVOLENT HEALTH INC | EVH | 2,505,464 | $82.2M | 2.88% |
| 6 | TOAST INC | TOST | 3,046,955 | $75.9M | 2.67% |
| 7 | GENIUS SPORTS LIMITED | GENI | 11,860,170 | $67.7M | 2.38% |
| 8 | COSTAR GROUP INC | CSGP | 610,998 | $59.0M | 2.07% |
| 9 | MAGNITE INC | MGNI | 5,438,092 | $58.5M | 2.05% |
| 10 | SPS COMM INC | SPSC | 313,479 | $58.0M | 2.04% |
| 11 | VICTORY CAP HLDGS INC | 92645B103 | 1,255,629 | $53.3M | 1.87% |
| 12 | PORCH GROUP INC | PRCH | 11,000,588 | $47.4M | 1.66% |
| 13 | CHART INDS INC | 16115Q308 | 264,257 | $43.5M | 1.53% |
| 14 | SMARTSHEET INC | 83200N103 | 1,014,322 | $39.1M | 1.37% |
| 15 | DOUBLEVERIFY HLDGS INC | DV | 1,073,840 | $37.8M | 1.33% |
| 16 | PAYLOCITY HLDG CORP | PCTY | 213,517 | $36.7M | 1.29% |
| 17 | CASTLE BIOSCIENCES INC | CSTL | 1,627,224 | $36.0M | 1.27% |
| 18 | PHREESIA INC | PHR | 1,494,294 | $35.8M | 1.26% |
| 19 | GLOBANT S A | GLOB | 175,923 | $35.5M | 1.25% |
| 20 | LIFE TIME GROUP HOLDINGS INC | LTH | 2,220,521 | $34.5M | 1.21% |
| 21 | CASELLA WASTE SYS INC | CWST | 334,974 | $33.1M | 1.16% |
| 22 | WORKIVA INC | WK | 385,044 | $32.7M | 1.15% |
| 23 | ARRAY TECHNOLOGIES INC | ARRY | 2,154,255 | $32.1M | 1.13% |
| 24 | PURE STORAGE INC | 74624M102 | 560,248 | $29.1M | 1.02% |
| 25 | LOVESAC COMPANY | LOVE | 1,256,359 | $28.4M | 1.00% |
| 26 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 605,454 | $28.2M | 0.99% |
| 27 | RBC BEARINGS INC | RBC | 103,397 | $28.0M | 0.98% |
| 28 | CHEFS WHSE INC | 163086101 | 706,322 | $26.6M | 0.93% |
| 29 | ODDITY TECH LTD | ODD | 611,824 | $26.6M | 0.93% |
| 30 | VIKING THERAPEUTICS INC | VKTX | 318,893 | $26.1M | 0.92% |
| 31 | SI-BONE INC | SIBN | 1,592,574 | $26.1M | 0.92% |
| 32 | KORNIT DIGITAL LTD | KRNT | 1,433,324 | $26.0M | 0.91% |
| 33 | MATERION CORP | MTRN | 194,606 | $25.6M | 0.90% |
| 34 | VERTEX INC | VERX | 739,303 | $23.5M | 0.82% |
| 35 | COMPASS INC | COMP | 6,399,400 | $23.0M | 0.81% |
| 36 | REPLIGEN CORP | RGEN | 124,765 | $22.9M | 0.81% |
| 37 | COLUMBUS MCKINNON CORP N Y | CMCO | 489,321 | $21.8M | 0.77% |
| 38 | VEECO INSTRS INC DEL | 922417100 | 617,846 | $21.7M | 0.76% |
| 39 | GENTHERM INC | THRM | 375,080 | $21.6M | 0.76% |
| 40 | PORTILLOS INC | 73642K106 | 1,518,583 | $21.5M | 0.76% |
| 41 | VITA COCO CO INC | COCO | 872,706 | $21.3M | 0.75% |
| 42 | VIVID SEATS INC | SEATW | 3,559,015 | $21.3M | 0.75% |
| 43 | ORTHOPEDIATRICS CORP | KIDS | 726,119 | $21.2M | 0.74% |
| 44 | EVERQUOTE INC | EVER | 1,108,053 | $20.6M | 0.72% |
| 45 | EURONET WORLDWIDE INC | EEFT | 185,041 | $20.3M | 0.71% |
| 46 | SHIFT4 PMTS INC | 82452J109 | 307,392 | $20.3M | 0.71% |
| 47 | BIOLIFE SOLUTIONS INC | BLFS | 1,079,845 | $20.0M | 0.70% |
| 48 | CARPENTER TECHNOLOGY CORP | CRS | 278,335 | $19.9M | 0.70% |
| 49 | PROS HOLDINGS INC | 74346Y103 | 537,808 | $19.5M | 0.69% |
| 50 | GUIDEWIRE SOFTWARE INC | GWRE | 165,022 | $19.3M | 0.68% |
| 51 | TEXAS CAP BANCSHARES INC | 88224Q107 | 305,902 | $18.8M | 0.66% |
| 52 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,103,713 | $17.8M | 0.63% |
| 53 | BLUEPRINT MEDICINES CORP | 09627Y109 | 179,317 | $17.0M | 0.60% |
| 54 | FIRST WATCH RESTAURANT GROUP | FWRG | 684,526 | $16.9M | 0.59% |
| 55 | SILICON MOTION TECHNOLOGY CO | SIMO | 215,700 | $16.6M | 0.58% |
| 56 | KINSALE CAP GROUP INC | 49714P108 | 31,280 | $16.4M | 0.58% |
| 57 | BUMBLE INC | BMBL | 1,433,662 | $16.3M | 0.57% |
| 58 | QUANTERIX CORP | QTRX | 671,779 | $15.8M | 0.56% |
| 59 | PLIANT THERAPEUTICS INC | PLRX | 1,046,845 | $15.6M | 0.55% |
| 60 | RH | RH | 44,282 | $15.4M | 0.54% |
| 61 | CYBERARK SOFTWARE LTD | M2682V108 | 56,192 | $14.9M | 0.52% |
| 62 | SPX TECHNOLOGIES INC | SPXC | 116,722 | $14.4M | 0.50% |
| 63 | SUNOPTA INC | STKL | 2,072,400 | $14.2M | 0.50% |
| 64 | BRIDGEBIO PHARMA INC | BBIO | 456,986 | $14.1M | 0.50% |
| 65 | 908 DEVICES INC | MASS | 1,734,372 | $13.1M | 0.46% |
| 66 | AMERESCO INC | AMRC | 530,770 | $12.8M | 0.45% |
| 67 | KINIKSA PHARMACEUTICALS LTD | KNSA | 648,087 | $12.8M | 0.45% |
| 68 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,062,436 | $12.7M | 0.45% |
| 69 | NUTANIX INC | NTNX | 198,365 | $12.2M | 0.43% |
| 70 | HUBSPOT INC | HUBS | 19,329 | $12.1M | 0.43% |
| 71 | NATERA INC | NTRA | 132,197 | $12.1M | 0.42% |
| 72 | MODINE MFG CO | 607828100 | 121,847 | $11.6M | 0.41% |
| 73 | CONFLUENT INC | 20717M103 | 374,122 | $11.4M | 0.40% |
| 74 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 336,147 | $11.4M | 0.40% |
| 75 | EDGEWISE THERAPEUTICS INC | EWTX | 608,012 | $11.1M | 0.39% |
| 76 | COGENT COMMUNICATIONS HLDGS | CCOI | 169,662 | $11.1M | 0.39% |
| 77 | UDEMY INC | UDMY | 1,004,908 | $11.0M | 0.39% |
| 78 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 215,816 | $10.8M | 0.38% |
| 79 | TRIPADVISOR INC | TRIP | 389,194 | $10.8M | 0.38% |
| 80 | SEMTECH CORP | SMTC | 383,209 | $10.5M | 0.37% |
| 81 | XENON PHARMACEUTICALS INC | XENE | 244,080 | $10.5M | 0.37% |
| 82 | STRATASYS LTD | SSYS | 899,735 | $10.5M | 0.37% |
| 83 | PTC INC | PTC | 55,079 | $10.4M | 0.37% |
| 84 | PERFICIENT INC | 71375U101 | 182,957 | $10.3M | 0.36% |
| 85 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 775,553 | $10.0M | 0.35% |
| 86 | BLUEBIRD BIO INC | 09609G100 | 7,711,669 | $9.9M | 0.35% |
| 87 | KEROS THERAPEUTICS INC | KROS | 149,013 | $9.9M | 0.35% |
| 88 | TRANSMEDICS GROUP INC | TMDX | 133,387 | $9.9M | 0.35% |
| 89 | SYNDAX PHARMACEUTICALS INC | SNDX | 396,878 | $9.4M | 0.33% |
| 90 | HEALTH CATALYST INC | HCAT | 1,253,704 | $9.4M | 0.33% |
| 91 | WNS HLDGS LTD | G98196101 | 178,309 | $9.0M | 0.32% |
| 92 | POWER INTEGRATIONS INC | POWI | 121,834 | $8.7M | 0.31% |
| 93 | JFROG LTD | FROG | 195,105 | $8.6M | 0.30% |
| 94 | BOOT BARN HLDGS INC | BOOT | 89,494 | $8.5M | 0.30% |
| 95 | VARONIS SYS INC | VRNS | 179,310 | $8.5M | 0.30% |
| 96 | QUALYS INC | QLYS | 50,047 | $8.4M | 0.29% |
| 97 | PROTHENA CORP PLC | PRTA | 333,920 | $8.3M | 0.29% |
| 98 | ONTO INNOVATION INC | ONTO | 45,186 | $8.2M | 0.29% |
| 99 | SHOCKWAVE MED INC | 82489T104 | 24,363 | $7.9M | 0.28% |
| 100 | HARVARD BIOSCIENCE INC | HBIO | 1,863,750 | $7.9M | 0.28% |
| 101 | KLAVIYO INC | KVYO | 306,824 | $7.8M | 0.27% |
| 102 | VERACYTE INC | VCYT | 342,264 | $7.6M | 0.27% |
| 103 | CORVEL CORP | CRVL | 28,784 | $7.6M | 0.27% |
| 104 | EXPEDIA GROUP INC | EXPE | 53,814 | $7.4M | 0.26% |
| 105 | OSI SYSTEMS INC | OSIS | 51,656 | $7.4M | 0.26% |
| 106 | COURSERA INC | COUR | 513,099 | $7.2M | 0.25% |
| 107 | AZENTA INC | AZTA | 117,532 | $7.1M | 0.25% |
| 108 | FIVE9 INC | FIVN | 113,306 | $7.0M | 0.25% |
| 109 | VIAD CORP | 92552R406 | 176,267 | $7.0M | 0.24% |
| 110 | BEL FUSE INC | BELFB | 114,539 | $6.9M | 0.24% |
| 111 | ZYMEWORKS INC | ZYME | 656,607 | $6.9M | 0.24% |
| 112 | DESCARTES SYS GROUP INC | 249906108 | 73,836 | $6.8M | 0.24% |
| 113 | 10X GENOMICS INC | TXG | 178,893 | $6.7M | 0.24% |
| 114 | GROCERY OUTLET HLDG CORP | GO | 231,914 | $6.7M | 0.23% |
| 115 | STOKE THERAPEUTICS INC | STOK | 475,463 | $6.4M | 0.23% |
| 116 | CIENA CORP | CIEN | 127,993 | $6.3M | 0.22% |
| 117 | INTELLIA THERAPEUTICS INC | NTLA | 220,219 | $6.1M | 0.21% |
| 118 | KNIFE RIVER CORP | KNF | 74,128 | $6.0M | 0.21% |
| 119 | REDDIT INC | RDDT | 120,145 | $5.9M | 0.21% |
| 120 | FARO TECHNOLOGIES INC | 311642102 | 275,120 | $5.9M | 0.21% |
| 121 | PDF SOLUTIONS INC | PDFS | 175,529 | $5.9M | 0.21% |
| 122 | EXLSERVICE HOLDINGS INC | EXLS | 185,152 | $5.9M | 0.21% |
| 123 | MESA LABS INC | 59064R109 | 52,181 | $5.7M | 0.20% |
| 124 | ETSY INC | ETSY | 82,790 | $5.7M | 0.20% |
| 125 | HASHICORP INC | 418100103 | 209,883 | $5.7M | 0.20% |
| 126 | ENOVIX CORPORATION | ENVX | 703,372 | $5.6M | 0.20% |
| 127 | ARCUS BIOSCIENCES INC | RCUS | 296,570 | $5.6M | 0.20% |
| 128 | NEOGEN CORP | NEOG | 321,044 | $5.1M | 0.18% |
| 129 | SPRINKLR INC | CXM | 357,656 | $4.4M | 0.15% |
| 130 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 384,724 | $4.3M | 0.15% |
| 131 | CANADIAN SOLAR INC | CSIQ | 213,016 | $4.2M | 0.15% |
| 132 | ALLEGRO MICROSYSTEMS INC | ALGM | 155,980 | $4.2M | 0.15% |
| 133 | CERTARA INC | CERT | 229,150 | $4.1M | 0.14% |
| 134 | GUARDANT HEALTH INC | GH | 198,434 | $4.1M | 0.14% |
| 135 | RAPID7 INC | RPD | 80,612 | $4.0M | 0.14% |
| 136 | RISKIFIED LTD | RSKD | 729,153 | $3.9M | 0.14% |
| 137 | ARTERIS INC | AIP | 536,263 | $3.9M | 0.14% |
| 138 | APELLIS PHARMACEUTICALS INC | APLS | 66,597 | $3.9M | 0.14% |
| 139 | NOVA LTD | NVMI | 21,963 | $3.9M | 0.14% |
| 140 | STONERIDGE INC | SRI | 205,653 | $3.8M | 0.13% |
| 141 | HUDSON TECHNOLOGIES INC | HDSN | 340,852 | $3.8M | 0.13% |
| 142 | OKTA INC | OKTA | 35,380 | $3.7M | 0.13% |
| 143 | SOUNDTHINKING INC | SSTI | 232,800 | $3.7M | 0.13% |
| 144 | INSMED INC | INSM | 133,755 | $3.6M | 0.13% |
| 145 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 49,974 | $3.5M | 0.12% |
| 146 | SILICON LABORATORIES INC | SLAB | 22,910 | $3.3M | 0.12% |
| 147 | CEVA INC | CEVA | 134,961 | $3.1M | 0.11% |
| 148 | SWEETGREEN INC | SG | 119,441 | $3.0M | 0.11% |
| 149 | SAGE THERAPEUTICS INC | 78667J108 | 156,371 | $2.9M | 0.10% |
| 150 | NEXTRACKER INC | NXT | 51,817 | $2.9M | 0.10% |
| 151 | CYTOSORBENTS CORP | CTSO | 3,044,833 | $2.9M | 0.10% |
| 152 | FORMFACTOR INC | FORM | 61,011 | $2.8M | 0.10% |
| 153 | MAYVILLE ENGR CO INC | 578605107 | 191,063 | $2.7M | 0.10% |
| 154 | RADWARE LTD | RDWR | 144,190 | $2.7M | 0.09% |
| 155 | THE REAL BROKERAGE INC | 75585H206 | 795,873 | $2.5M | 0.09% |
| 156 | ROGERS CORP | ROG | 20,530 | $2.4M | 0.09% |
| 157 | FIRST SOLAR INC | FSLR | 14,284 | $2.4M | 0.08% |
| 158 | SYMBOTIC INC | SYM | 45,659 | $2.1M | 0.07% |
| 159 | VICOR CORP | VICR | 50,984 | $1.9M | 0.07% |
| 160 | SKECHERS U S A INC | 830566105 | 31,043 | $1.9M | 0.07% |
| 161 | FOX FACTORY HLDG CORP | FOXF | 35,056 | $1.8M | 0.06% |
| 162 | TWILIO INC | TWLO | 27,139 | $1.7M | 0.06% |
| 163 | PENTAIR PLC | PNR | 19,154 | $1.6M | 0.06% |
| 164 | HONEST CO INC | HNST | 391,782 | $1.6M | 0.06% |
| 165 | NUVEI CORPORATION | NU | 43,448 | $1.4M | 0.05% |
| 166 | TETRA TECH INC NEW | TTEK | 7,317 | $1.4M | 0.05% |
| 167 | VERICEL CORP | VCEL | 25,061 | $1.3M | 0.05% |
| 168 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 9,963 | $1.1M | 0.04% |
| 169 | CRYOPORT INC | CYRX | 53,144 | $940,649 | 0.03% |
| 170 | BIOMERICA INC | BMRA | 1,129,522 | $939,762 | 0.03% |
| 171 | QUANTA SVCS INC | 74762E102 | 3,424 | $889,555 | 0.03% |
| 172 | RXSIGHT INC | RXST | 17,030 | $878,407 | 0.03% |
| 173 | GOOSEHEAD INS INC | GSHD | 10,127 | $674,661 | 0.02% |
| 174 | CELLEBRITE DI LTD | CLBT | 54,393 | $602,674 | 0.02% |
| 175 | THREDUP INC | TDUP | 267,500 | $535,000 | 0.02% |
| 176 | DARLING INGREDIENTS INC | DAR | 10,888 | $506,401 | 0.02% |
| 177 | DEXCOM INC | DXCM | 3,078 | $426,919 | 0.01% |
| 178 | CARIBOU BIOSCIENCES INC | CRBU | 73,192 | $376,207 | 0.01% |
| 179 | MONOLITHIC PWR SYS INC | 609839105 | 536 | $363,097 | 0.01% |
| 180 | WATTS WATER TECHNOLOGIES INC | WTS | 1,113 | $236,568 | 0.01% |
| 181 | RESEARCH SOLUTIONS INC | RSSS | 30,769 | $97,230 | 0.00% |