13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001398344-24-014604
Total Value
$2.50B
Positions
180
Other Managers
1
Confidential Omitted
No
Holdings (180)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INDIE SEMICONDUCTOR INC | INDI | 18,392,316 | $113.5M | 4.54% |
| 2 | ZETA GLOBAL HOLDINGS CORP | ZETA | 5,701,504 | $100.6M | 4.03% |
| 3 | AXON ENTERPRISE INC | AXON | 246,539 | $72.5M | 2.90% |
| 4 | MAGNITE INC | MGNI | 5,230,150 | $69.5M | 2.78% |
| 5 | SPROUT SOCIAL INC | SPT | 1,892,701 | $67.5M | 2.70% |
| 6 | EVOLENT HEALTH INC | EVH | 3,031,988 | $58.0M | 2.32% |
| 7 | TOAST INC | TOST | 2,242,271 | $57.8M | 2.31% |
| 8 | VICTORY CAP HLDGS INC | 92645B103 | 1,181,696 | $56.4M | 2.26% |
| 9 | SPS COMM INC | SPSC | 296,625 | $55.8M | 2.23% |
| 10 | GENIUS SPORTS LIMITED | GENI | 9,967,678 | $54.3M | 2.17% |
| 11 | SHIFT4 PMTS INC | 82452J109 | 597,300 | $43.8M | 1.75% |
| 12 | CARPENTER TECHNOLOGY CORP | CRS | 393,551 | $43.1M | 1.73% |
| 13 | SMARTSHEET INC | 83200N103 | 956,154 | $42.1M | 1.69% |
| 14 | ODDITY TECH LTD | ODD | 1,009,619 | $39.6M | 1.59% |
| 15 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,956,440 | $36.8M | 1.47% |
| 16 | GLOBANT S A | GLOB | 193,556 | $34.5M | 1.38% |
| 17 | COSTAR GROUP INC | CSGP | 423,426 | $31.4M | 1.26% |
| 18 | VIVID SEATS INC | SEATW | 5,239,943 | $30.1M | 1.21% |
| 19 | ORTHOPEDIATRICS CORP | KIDS | 998,670 | $28.7M | 1.15% |
| 20 | VERTEX INC | VERX | 778,660 | $28.1M | 1.12% |
| 21 | CHART INDS INC | 16115Q308 | 189,350 | $27.3M | 1.09% |
| 22 | CHEFS WHSE INC | 163086101 | 683,955 | $26.7M | 1.07% |
| 23 | PAYLOCITY HLDG CORP | PCTY | 201,907 | $26.6M | 1.07% |
| 24 | CASELLA WASTE SYS INC | CWST | 263,670 | $26.2M | 1.05% |
| 25 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 682,192 | $25.7M | 1.03% |
| 26 | MAREX GROUP PLC | MRX | 1,273,577 | $25.5M | 1.02% |
| 27 | PHREESIA INC | PHR | 1,184,752 | $25.1M | 1.00% |
| 28 | VEECO INSTRS INC DEL | 922417100 | 515,376 | $24.1M | 0.96% |
| 29 | CASTLE BIOSCIENCES INC | CSTL | 1,058,941 | $23.1M | 0.92% |
| 30 | SI-BONE INC | SIBN | 1,763,101 | $22.8M | 0.91% |
| 31 | ARRAY TECHNOLOGIES INC | ARRY | 2,149,381 | $22.1M | 0.88% |
| 32 | MONTROSE ENVIRONMENTAL GROUP | MEG | 483,300 | $21.5M | 0.86% |
| 33 | MATERION CORP | MTRN | 194,148 | $21.0M | 0.84% |
| 34 | TEXAS CAP BANCSHARES INC | 88224Q107 | 342,968 | $21.0M | 0.84% |
| 35 | VITA COCO CO INC | COCO | 743,370 | $20.7M | 0.83% |
| 36 | BIOLIFE SOLUTIONS INC | BLFS | 945,524 | $20.3M | 0.81% |
| 37 | VIKING THERAPEUTICS INC | VKTX | 378,698 | $20.1M | 0.80% |
| 38 | KORNIT DIGITAL LTD | KRNT | 1,365,741 | $20.0M | 0.80% |
| 39 | COMPASS INC | COMP | 4,865,467 | $17.5M | 0.70% |
| 40 | PARSONS CORP DEL | PSN | 212,378 | $17.4M | 0.70% |
| 41 | INSMED INC | INSM | 259,275 | $17.4M | 0.69% |
| 42 | WORKIVA INC | WK | 234,661 | $17.1M | 0.69% |
| 43 | EVERQUOTE INC | EVER | 795,595 | $16.6M | 0.66% |
| 44 | CYBERARK SOFTWARE LTD | M2682V108 | 58,111 | $15.9M | 0.64% |
| 45 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,006,075 | $15.4M | 0.62% |
| 46 | LOVESAC COMPANY | LOVE | 675,941 | $15.3M | 0.61% |
| 47 | COLUMBUS MCKINNON CORP N Y | CMCO | 441,584 | $15.3M | 0.61% |
| 48 | BLUEPRINT MEDICINES CORP | 09627Y109 | 139,732 | $15.1M | 0.60% |
| 49 | PROS HOLDINGS INC | 74346Y103 | 524,772 | $15.0M | 0.60% |
| 50 | SILICON MOTION TECHNOLOGY CO | SIMO | 185,608 | $15.0M | 0.60% |
| 51 | PORCH GROUP INC | PRCH | 9,889,666 | $14.9M | 0.60% |
| 52 | QUANTERIX CORP | QTRX | 1,129,491 | $14.9M | 0.60% |
| 53 | SUNOPTA INC | STKL | 2,755,865 | $14.9M | 0.60% |
| 54 | GENTHERM INC | THRM | 293,667 | $14.5M | 0.58% |
| 55 | NUTANIX INC | NTNX | 245,450 | $14.0M | 0.56% |
| 56 | CONFLUENT INC | 20717M103 | 455,826 | $13.5M | 0.54% |
| 57 | RBC BEARINGS INC | RBC | 49,401 | $13.3M | 0.53% |
| 58 | GUIDEWIRE SOFTWARE INC | GWRE | 94,605 | $13.0M | 0.52% |
| 59 | PORTILLOS INC | 73642K106 | 1,329,363 | $12.9M | 0.52% |
| 60 | EDGEWISE THERAPEUTICS INC | EWTX | 710,723 | $12.8M | 0.51% |
| 61 | FIVE9 INC | FIVN | 287,130 | $12.7M | 0.51% |
| 62 | PURE STORAGE INC | 74624M102 | 196,254 | $12.6M | 0.50% |
| 63 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 113,717 | $12.5M | 0.50% |
| 64 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 283,649 | $12.5M | 0.50% |
| 65 | EURONET WORLDWIDE INC | EEFT | 119,145 | $12.3M | 0.49% |
| 66 | BEL FUSE INC | BELFB | 187,290 | $12.2M | 0.49% |
| 67 | ENOVIX CORPORATION | ENVX | 790,116 | $12.2M | 0.49% |
| 68 | SYNDAX PHARMACEUTICALS INC | SNDX | 594,386 | $12.2M | 0.49% |
| 69 | PTC INC | PTC | 65,875 | $12.0M | 0.48% |
| 70 | REDDIT INC | RDDT | 185,762 | $11.9M | 0.47% |
| 71 | FIRST WATCH RESTAURANT GROUP | FWRG | 673,504 | $11.8M | 0.47% |
| 72 | GATES INDL CORP PLC | G39108108 | 741,172 | $11.7M | 0.47% |
| 73 | MODINE MFG CO | 607828100 | 108,771 | $10.9M | 0.44% |
| 74 | TRANSMEDICS GROUP INC | TMDX | 71,609 | $10.8M | 0.43% |
| 75 | QUALYS INC | QLYS | 75,550 | $10.8M | 0.43% |
| 76 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 568,735 | $10.6M | 0.42% |
| 77 | PLIANT THERAPEUTICS INC | PLRX | 982,049 | $10.6M | 0.42% |
| 78 | HUBSPOT INC | HUBS | 17,016 | $10.0M | 0.40% |
| 79 | JFROG LTD | FROG | 267,263 | $10.0M | 0.40% |
| 80 | NATERA INC | NTRA | 91,993 | $10.0M | 0.40% |
| 81 | VARONIS SYS INC | VRNS | 206,104 | $9.9M | 0.40% |
| 82 | SKECHERS U S A INC | 830566105 | 140,910 | $9.7M | 0.39% |
| 83 | COGENT COMMUNICATIONS HLDGS | CCOI | 171,253 | $9.7M | 0.39% |
| 84 | AMERESCO INC | AMRC | 329,204 | $9.5M | 0.38% |
| 85 | CCC INTELLIGENT SOLUTIONS HL | CCC | 821,092 | $9.1M | 0.36% |
| 86 | POWER INTEGRATIONS INC | POWI | 127,205 | $8.9M | 0.36% |
| 87 | XENON PHARMACEUTICALS INC | XENE | 226,166 | $8.8M | 0.35% |
| 88 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 344,549 | $8.4M | 0.34% |
| 89 | STOKE THERAPEUTICS INC | STOK | 598,401 | $8.1M | 0.32% |
| 90 | AZENTA INC | AZTA | 145,003 | $7.6M | 0.31% |
| 91 | BLUE BIRD CORP | BLBD | 140,909 | $7.6M | 0.30% |
| 92 | PAR TECHNOLOGY CORP | PAR | 159,336 | $7.5M | 0.30% |
| 93 | CYTOKINETICS INC | CYTK | 136,878 | $7.4M | 0.30% |
| 94 | VERACYTE INC | VCYT | 340,147 | $7.4M | 0.29% |
| 95 | SPX TECHNOLOGIES INC | SPXC | 51,751 | $7.4M | 0.29% |
| 96 | PDF SOLUTIONS INC | PDFS | 196,934 | $7.2M | 0.29% |
| 97 | WNS HLDGS LTD | G98196101 | 135,165 | $7.1M | 0.28% |
| 98 | PROTHENA CORP PLC | PRTA | 335,660 | $6.9M | 0.28% |
| 99 | OSI SYSTEMS INC | OSIS | 50,111 | $6.9M | 0.28% |
| 100 | CORVEL CORP | CRVL | 26,717 | $6.8M | 0.27% |
| 101 | HEALTH CATALYST INC | HCAT | 1,042,733 | $6.7M | 0.27% |
| 102 | KEROS THERAPEUTICS INC | KROS | 144,976 | $6.6M | 0.27% |
| 103 | KNIFE RIVER CORP | KNF | 93,508 | $6.6M | 0.26% |
| 104 | CIENA CORP | CIEN | 135,660 | $6.5M | 0.26% |
| 105 | 10X GENOMICS INC | TXG | 334,007 | $6.5M | 0.26% |
| 106 | VIAD CORP | 92552R406 | 190,455 | $6.5M | 0.26% |
| 107 | BRIDGEBIO PHARMA INC | BBIO | 251,525 | $6.4M | 0.25% |
| 108 | DESCARTES SYS GROUP INC | 249906108 | 65,673 | $6.4M | 0.25% |
| 109 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 92,585 | $6.3M | 0.25% |
| 110 | KINSALE CAP GROUP INC | 49714P108 | 16,345 | $6.3M | 0.25% |
| 111 | ZYMEWORKS INC | ZYME | 737,501 | $6.3M | 0.25% |
| 112 | KURA SUSHI USA INC | KRUS | 98,554 | $6.2M | 0.25% |
| 113 | ALLEGRO MICROSYSTEMS INC | ALGM | 219,404 | $6.2M | 0.25% |
| 114 | EXLSERVICE HOLDINGS INC | EXLS | 196,656 | $6.2M | 0.25% |
| 115 | ONTO INNOVATION INC | ONTO | 26,902 | $5.9M | 0.24% |
| 116 | AGIOS PHARMACEUTICALS INC | AGIO | 136,838 | $5.9M | 0.24% |
| 117 | ARCUS BIOSCIENCES INC | RCUS | 379,847 | $5.8M | 0.23% |
| 118 | GROCERY OUTLET HLDG CORP | GO | 257,346 | $5.7M | 0.23% |
| 119 | RXSIGHT INC | RXST | 94,091 | $5.7M | 0.23% |
| 120 | HARVARD BIOSCIENCE INC | HBIO | 1,925,398 | $5.5M | 0.22% |
| 121 | MAYVILLE ENGR CO INC | 578605107 | 324,434 | $5.4M | 0.22% |
| 122 | EXTREME NETWORKS | EXTR | 393,305 | $5.3M | 0.21% |
| 123 | NEOGEN CORP | NEOG | 338,129 | $5.3M | 0.21% |
| 124 | GUARDANT HEALTH INC | GH | 181,167 | $5.2M | 0.21% |
| 125 | RAMBUS INC DEL | RMBS | 86,430 | $5.1M | 0.20% |
| 126 | UDEMY INC | UDMY | 563,354 | $4.9M | 0.19% |
| 127 | INTELLIA THERAPEUTICS INC | NTLA | 214,910 | $4.8M | 0.19% |
| 128 | 908 DEVICES INC | MASS | 919,629 | $4.7M | 0.19% |
| 129 | MESA LABS INC | 59064R109 | 54,424 | $4.7M | 0.19% |
| 130 | APELLIS PHARMACEUTICALS INC | APLS | 122,383 | $4.7M | 0.19% |
| 131 | ACADIA HEALTHCARE COMPANY IN | ACHC | 65,688 | $4.4M | 0.18% |
| 132 | BOOT BARN HLDGS INC | BOOT | 33,605 | $4.3M | 0.17% |
| 133 | NOVA LTD | NVMI | 18,366 | $4.3M | 0.17% |
| 134 | FOX FACTORY HLDG CORP | FOXF | 85,956 | $4.1M | 0.17% |
| 135 | COMFORT SYS USA INC | 199908104 | 13,495 | $4.1M | 0.16% |
| 136 | MYR GROUP INC DEL | MYRG | 29,813 | $4.0M | 0.16% |
| 137 | SILICON LABORATORIES INC | SLAB | 36,175 | $4.0M | 0.16% |
| 138 | ARTERIS INC | AIP | 527,302 | $4.0M | 0.16% |
| 139 | THE REAL BROKERAGE INC | 75585H206 | 964,010 | $3.9M | 0.16% |
| 140 | OKTA INC | OKTA | 41,710 | $3.9M | 0.16% |
| 141 | SAGE THERAPEUTICS INC | 78667J108 | 347,529 | $3.8M | 0.15% |
| 142 | RAPID7 INC | RPD | 86,110 | $3.7M | 0.15% |
| 143 | CELESTICA INC | CLS | 63,532 | $3.6M | 0.15% |
| 144 | CEVA INC | CEVA | 182,814 | $3.5M | 0.14% |
| 145 | SEMTECH CORP | SMTC | 117,339 | $3.5M | 0.14% |
| 146 | DOUBLEVERIFY HLDGS INC | DV | 178,979 | $3.5M | 0.14% |
| 147 | SWEETGREEN INC | SG | 113,671 | $3.4M | 0.14% |
| 148 | CERTARA INC | CERT | 243,873 | $3.4M | 0.14% |
| 149 | NOVANTA INC | NOVTU | 20,431 | $3.3M | 0.13% |
| 150 | FIRST SOLAR INC | FSLR | 14,686 | $3.3M | 0.13% |
| 151 | ROGERS CORP | ROG | 26,464 | $3.2M | 0.13% |
| 152 | CELLEBRITE DI LTD | CLBT | 263,177 | $3.1M | 0.13% |
| 153 | NEWPARK RES INC | NPKI | 356,246 | $3.0M | 0.12% |
| 154 | UNIVERSAL TECHNICAL INST INC | UTI | 184,834 | $2.9M | 0.12% |
| 155 | INFINERA CORP | 45667G103 | 437,970 | $2.7M | 0.11% |
| 156 | RISKIFIED LTD | RSKD | 387,019 | $2.5M | 0.10% |
| 157 | RADWARE LTD | RDWR | 126,029 | $2.3M | 0.09% |
| 158 | ACV AUCTIONS INC | ACVA | 118,983 | $2.2M | 0.09% |
| 159 | CYTOSORBENTS CORP | CTSO | 2,663,811 | $1.9M | 0.07% |
| 160 | TAYSHA GENE THERAPIES INC | TSHA | 809,691 | $1.8M | 0.07% |
| 161 | EYEPOINT PHARMACEUTICALS INC | EYPT | 201,332 | $1.8M | 0.07% |
| 162 | VICOR CORP | VICR | 46,112 | $1.5M | 0.06% |
| 163 | SHARKNINJA INC | SN | 17,846 | $1.3M | 0.05% |
| 164 | HONEST CO INC | HNST | 452,275 | $1.3M | 0.05% |
| 165 | TETRA TECH INC NEW | TTEK | 6,269 | $1.3M | 0.05% |
| 166 | SYMBOTIC INC | SYM | 35,169 | $1.2M | 0.05% |
| 167 | TWILIO INC | TWLO | 21,485 | $1.2M | 0.05% |
| 168 | MERUS N V | N5749R100 | 20,275 | $1.2M | 0.05% |
| 169 | ORION GROUP HLDGS INC | ORN | 114,590 | $1.1M | 0.04% |
| 170 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 74,828 | $601,617 | 0.02% |
| 171 | GOOSEHEAD INS INC | GSHD | 10,133 | $582,040 | 0.02% |
| 172 | MONOLITHIC PWR SYS INC | 609839105 | 504 | $414,127 | 0.02% |
| 173 | AVEPOINT INC | AVPT | 36,823 | $383,696 | 0.02% |
| 174 | BIOMERICA INC | BMRA | 860,456 | $378,429 | 0.02% |
| 175 | SOUNDTHINKING INC | SSTI | 30,029 | $365,753 | 0.01% |
| 176 | DEXCOM INC | DXCM | 2,958 | $335,378 | 0.01% |
| 177 | DARLING INGREDIENTS INC | DAR | 8,886 | $326,561 | 0.01% |
| 178 | HUDSON TECHNOLOGIES INC | HDSN | 34,030 | $299,124 | 0.01% |
| 179 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 23,215 | $144,862 | 0.01% |
| 180 | RESEARCH SOLUTIONS INC | RSSS | 33,827 | $86,259 | 0.00% |