13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001398344-24-020730
Total Value
$2.54B
Positions
187
Other Managers
0
Confidential Omitted
No
Holdings (187)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EVOLENT HEALTH INC | EVH | 3,491,817 | $98.7M | 3.88% |
| 2 | AXON ENTERPRISE INC | AXON | 234,982 | $93.9M | 3.69% |
| 3 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,865,229 | $85.5M | 3.36% |
| 4 | INDIE SEMICONDUCTOR INC | INDI | 17,809,484 | $71.1M | 2.79% |
| 5 | TOAST INC | TOST | 2,280,927 | $64.6M | 2.54% |
| 6 | VICTORY CAP HLDGS INC | 92645B103 | 1,149,507 | $63.7M | 2.50% |
| 7 | GENIUS SPORTS LIMITED | GENI | 7,898,939 | $61.9M | 2.44% |
| 8 | MAGNITE INC | MGNI | 4,000,719 | $55.4M | 2.18% |
| 9 | ODDITY TECH LTD | ODD | 1,326,713 | $53.6M | 2.11% |
| 10 | SPS COMM INC | SPSC | 273,646 | $53.1M | 2.09% |
| 11 | CARPENTER TECHNOLOGY CORP | CRS | 311,853 | $49.8M | 1.96% |
| 12 | SHIFT4 PMTS INC | 82452J109 | 526,830 | $46.7M | 1.84% |
| 13 | KORNIT DIGITAL LTD | KRNT | 1,677,809 | $43.3M | 1.70% |
| 14 | CASELLA WASTE SYS INC | CWST | 391,445 | $38.9M | 1.53% |
| 15 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,579,442 | $38.6M | 1.52% |
| 16 | GLOBANT S A | GLOB | 194,397 | $38.5M | 1.51% |
| 17 | SPROUT SOCIAL INC | SPT | 1,220,078 | $35.5M | 1.39% |
| 18 | SMARTSHEET INC | 83200N103 | 601,323 | $33.3M | 1.31% |
| 19 | PHREESIA INC | PHR | 1,455,647 | $33.2M | 1.30% |
| 20 | MAREX GROUP PLC | MRX | 1,233,112 | $29.1M | 1.15% |
| 21 | EXACT SCIENCES CORP | 30063P105 | 410,241 | $27.9M | 1.10% |
| 22 | COSTAR GROUP INC | CSGP | 363,332 | $27.4M | 1.08% |
| 23 | ORTHOPEDIATRICS CORP | KIDS | 1,010,259 | $27.4M | 1.08% |
| 24 | PAYLOCITY HLDG CORP | PCTY | 158,448 | $26.1M | 1.03% |
| 25 | COMPASS INC | COMP | 4,277,643 | $26.1M | 1.03% |
| 26 | KURA SUSHI USA INC | KRUS | 315,430 | $25.4M | 1.00% |
| 27 | CHART INDS INC | 16115Q308 | 198,411 | $24.6M | 0.97% |
| 28 | HUBSPOT INC | HUBS | 45,862 | $24.4M | 0.96% |
| 29 | WILLSCOT HLDGS CORP | WSC | 622,876 | $23.4M | 0.92% |
| 30 | SI-BONE INC | SIBN | 1,656,306 | $23.2M | 0.91% |
| 31 | TEXAS CAP BANCSHARES INC | 88224Q107 | 319,343 | $22.8M | 0.90% |
| 32 | PARSONS CORP DEL | PSN | 208,236 | $21.6M | 0.85% |
| 33 | VERTEX INC | VERX | 549,413 | $21.2M | 0.83% |
| 34 | ACV AUCTIONS INC | ACVA | 1,018,104 | $20.7M | 0.81% |
| 35 | VIKING THERAPEUTICS INC | VKTX | 325,287 | $20.6M | 0.81% |
| 36 | RBC BEARINGS INC | RBC | 62,189 | $18.6M | 0.73% |
| 37 | VITA COCO CO INC | COCO | 656,432 | $18.6M | 0.73% |
| 38 | VIVID SEATS INC | SEATW | 4,813,985 | $17.8M | 0.70% |
| 39 | CHEFS WHSE INC | 163086101 | 409,186 | $17.2M | 0.68% |
| 40 | SHARKNINJA INC | SN | 152,825 | $16.6M | 0.65% |
| 41 | BIOLIFE SOLUTIONS INC | BLFS | 658,634 | $16.5M | 0.65% |
| 42 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,031,253 | $16.1M | 0.63% |
| 43 | INSMED INC | INSM | 217,345 | $15.9M | 0.62% |
| 44 | PORCH GROUP INC | PRCH | 9,993,765 | $15.3M | 0.60% |
| 45 | MATERION CORP | MTRN | 136,695 | $15.3M | 0.60% |
| 46 | EVERQUOTE INC | EVER | 718,407 | $15.2M | 0.60% |
| 47 | PORTILLOS INC | 73642K106 | 1,112,172 | $15.0M | 0.59% |
| 48 | MONTROSE ENVIRONMENTAL GROUP | MEG | 556,057 | $14.6M | 0.58% |
| 49 | CYBERARK SOFTWARE LTD | M2682V108 | 49,152 | $14.3M | 0.56% |
| 50 | QUANTERIX CORP | QTRX | 1,102,631 | $14.3M | 0.56% |
| 51 | SUNOPTA INC | STKL | 2,192,730 | $14.0M | 0.55% |
| 52 | COGENT COMMUNICATIONS HLDGS | CCOI | 182,467 | $13.9M | 0.54% |
| 53 | EDGEWISE THERAPEUTICS INC | EWTX | 511,905 | $13.7M | 0.54% |
| 54 | LOVESAC COMPANY | LOVE | 476,858 | $13.7M | 0.54% |
| 55 | GUIDEWIRE SOFTWARE INC | GWRE | 73,941 | $13.5M | 0.53% |
| 56 | BEL FUSE INC | BELFB | 170,396 | $13.4M | 0.53% |
| 57 | STEPSTONE GROUP INC | STEP | 234,333 | $13.3M | 0.52% |
| 58 | REPLIGEN CORP | RGEN | 88,255 | $13.1M | 0.52% |
| 59 | SPORTRADAR GROUP AG | SRAD | 1,078,667 | $13.1M | 0.51% |
| 60 | SYNDAX PHARMACEUTICALS INC | SNDX | 664,765 | $12.8M | 0.50% |
| 61 | SWEETGREEN INC | SG | 359,050 | $12.7M | 0.50% |
| 62 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 507,369 | $12.7M | 0.50% |
| 63 | COLUMBUS MCKINNON CORP N Y | CMCO | 352,129 | $12.7M | 0.50% |
| 64 | GATES INDL CORP PLC | G39108108 | 714,411 | $12.5M | 0.49% |
| 65 | NUTANIX INC | NTNX | 209,762 | $12.4M | 0.49% |
| 66 | BLUEPRINT MEDICINES CORP | 09627Y109 | 131,146 | $12.1M | 0.48% |
| 67 | CASTLE BIOSCIENCES INC | CSTL | 425,220 | $12.1M | 0.48% |
| 68 | REDDIT INC | RDDT | 181,795 | $12.0M | 0.47% |
| 69 | ENOVIX CORPORATION | ENVX | 1,234,699 | $11.5M | 0.45% |
| 70 | CONFLUENT INC | 20717M103 | 548,310 | $11.2M | 0.44% |
| 71 | WORKIVA INC | WK | 139,686 | $11.1M | 0.43% |
| 72 | NATERA INC | NTRA | 86,949 | $11.0M | 0.43% |
| 73 | KNIFE RIVER CORP | KNF | 118,857 | $10.6M | 0.42% |
| 74 | VERACYTE INC | VCYT | 311,981 | $10.6M | 0.42% |
| 75 | SKECHERS U S A INC | 830566105 | 156,762 | $10.5M | 0.41% |
| 76 | QXO INC | QXO-PB | 658,308 | $10.4M | 0.41% |
| 77 | PTC INC | PTC | 57,426 | $10.4M | 0.41% |
| 78 | TRANSCAT INC | TRNS | 81,374 | $9.8M | 0.39% |
| 79 | QUALYS INC | QLYS | 76,050 | $9.8M | 0.38% |
| 80 | TRANSMEDICS GROUP INC | TMDX | 61,817 | $9.7M | 0.38% |
| 81 | VEECO INSTRS INC DEL | 922417100 | 291,764 | $9.7M | 0.38% |
| 82 | PROS HOLDINGS INC | 74346Y103 | 508,581 | $9.4M | 0.37% |
| 83 | KEROS THERAPEUTICS INC | KROS | 161,130 | $9.4M | 0.37% |
| 84 | JFROG LTD | FROG | 320,825 | $9.3M | 0.37% |
| 85 | SEMTECH CORP | SMTC | 202,492 | $9.2M | 0.36% |
| 86 | FOX FACTORY HLDG CORP | FOXF | 218,185 | $9.1M | 0.36% |
| 87 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 798,007 | $8.8M | 0.34% |
| 88 | MODINE MFG CO | 607828100 | 65,983 | $8.8M | 0.34% |
| 89 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 172,634 | $8.7M | 0.34% |
| 90 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 61,666 | $8.6M | 0.34% |
| 91 | PAR TECHNOLOGY CORP | PAR | 161,426 | $8.4M | 0.33% |
| 92 | HEALTH CATALYST INC | HCAT | 1,032,483 | $8.4M | 0.33% |
| 93 | PLIANT THERAPEUTICS INC | PLRX | 738,252 | $8.3M | 0.33% |
| 94 | VARONIS SYS INC | VRNS | 146,232 | $8.3M | 0.32% |
| 95 | PURE STORAGE INC | 74624M102 | 160,175 | $8.0M | 0.32% |
| 96 | STOKE THERAPEUTICS INC | STOK | 644,970 | $7.9M | 0.31% |
| 97 | XENON PHARMACEUTICALS INC | XENE | 200,877 | $7.9M | 0.31% |
| 98 | CORVEL CORP | CRVL | 23,811 | $7.8M | 0.31% |
| 99 | ZYMEWORKS INC | ZYME | 613,503 | $7.7M | 0.30% |
| 100 | POWER INTEGRATIONS INC | POWI | 117,060 | $7.5M | 0.30% |
| 101 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 99,534 | $7.3M | 0.29% |
| 102 | MAYVILLE ENGR CO INC | 578605107 | 338,215 | $7.1M | 0.28% |
| 103 | 10X GENOMICS INC | TXG | 315,054 | $7.1M | 0.28% |
| 104 | REVOLUTION MEDICINES INC | RVMDW | 149,359 | $6.8M | 0.27% |
| 105 | SILICON LABORATORIES INC | SLAB | 58,593 | $6.8M | 0.27% |
| 106 | BLUE BIRD CORP | BLBD | 141,037 | $6.8M | 0.27% |
| 107 | CCC INTELLIGENT SOLUTIONS HL | CCC | 607,986 | $6.7M | 0.26% |
| 108 | AGIOS PHARMACEUTICALS INC | AGIO | 150,785 | $6.7M | 0.26% |
| 109 | ALLEGRO MICROSYSTEMS INC | ALGM | 283,275 | $6.6M | 0.26% |
| 110 | RXSIGHT INC | RXST | 120,046 | $5.9M | 0.23% |
| 111 | MESA LABS INC | 59064R109 | 45,633 | $5.9M | 0.23% |
| 112 | BOOT BARN HLDGS INC | BOOT | 35,021 | $5.9M | 0.23% |
| 113 | FIVE9 INC | FIVN | 203,446 | $5.8M | 0.23% |
| 114 | LEGEND BIOTECH CORP | LEGN | 119,591 | $5.8M | 0.23% |
| 115 | INTELLIA THERAPEUTICS INC | NTLA | 283,534 | $5.8M | 0.23% |
| 116 | CYTOKINETICS INC | CYTK | 108,957 | $5.8M | 0.23% |
| 117 | DESCARTES SYS GROUP INC | 249906108 | 55,113 | $5.7M | 0.22% |
| 118 | MERUS N V | N5749R100 | 113,251 | $5.7M | 0.22% |
| 119 | INFORMATICA INC | 45674M101 | 218,977 | $5.5M | 0.22% |
| 120 | ARCUS BIOSCIENCES INC | RCUS | 357,838 | $5.5M | 0.22% |
| 121 | APOGEE THERAPEUTICS INC | APGE | 91,757 | $5.4M | 0.21% |
| 122 | IRHYTHM TECHNOLOGIES INC | IRTC | 72,428 | $5.4M | 0.21% |
| 123 | PROTHENA CORP PLC | PRTA | 312,520 | $5.2M | 0.21% |
| 124 | EXLSERVICE HOLDINGS INC | EXLS | 135,222 | $5.2M | 0.20% |
| 125 | NOVANTA INC | NOVTU | 28,746 | $5.1M | 0.20% |
| 126 | LATTICE SEMICONDUCTOR CORP | LSCC | 95,926 | $5.1M | 0.20% |
| 127 | OSI SYSTEMS INC | OSIS | 33,445 | $5.1M | 0.20% |
| 128 | ONTO INNOVATION INC | ONTO | 24,443 | $5.1M | 0.20% |
| 129 | HARVARD BIOSCIENCE INC | HBIO | 1,865,429 | $5.0M | 0.20% |
| 130 | PDF SOLUTIONS INC | PDFS | 154,871 | $4.9M | 0.19% |
| 131 | CIENA CORP | CIEN | 78,236 | $4.8M | 0.19% |
| 132 | GENTHERM INC | THRM | 103,349 | $4.8M | 0.19% |
| 133 | NEWPARK RES INC | NPKI | 683,891 | $4.7M | 0.19% |
| 134 | BRIDGEBIO PHARMA INC | BBIO | 183,788 | $4.7M | 0.18% |
| 135 | THE REAL BROKERAGE INC | 75585H206 | 825,975 | $4.6M | 0.18% |
| 136 | RAMBUS INC DEL | RMBS | 106,926 | $4.5M | 0.18% |
| 137 | CEVA INC | CEVA | 184,702 | $4.5M | 0.18% |
| 138 | APELLIS PHARMACEUTICALS INC | APLS | 150,578 | $4.3M | 0.17% |
| 139 | AMERESCO INC | AMRC | 108,614 | $4.1M | 0.16% |
| 140 | SILICON MOTION TECHNOLOGY CO | SIMO | 66,933 | $4.1M | 0.16% |
| 141 | ARTERIS INC | AIP | 496,916 | $3.8M | 0.15% |
| 142 | MARKETAXESS HLDGS INC | MKTX | 14,541 | $3.7M | 0.15% |
| 143 | EYEPOINT PHARMACEUTICALS INC | EYPT | 458,411 | $3.7M | 0.14% |
| 144 | WNS HLDGS LTD | G98196101 | 69,406 | $3.7M | 0.14% |
| 145 | NOVA LTD | NVMI | 17,249 | $3.6M | 0.14% |
| 146 | CERTARA INC | CERT | 302,481 | $3.5M | 0.14% |
| 147 | VITAL FARMS INC | VITL | 99,405 | $3.5M | 0.14% |
| 148 | DOUBLEVERIFY HLDGS INC | DV | 198,732 | $3.3M | 0.13% |
| 149 | RAPID7 INC | RPD | 83,158 | $3.3M | 0.13% |
| 150 | EURONET WORLDWIDE INC | EEFT | 32,812 | $3.3M | 0.13% |
| 151 | CYTOSORBENTS CORP | CTSO | 2,094,882 | $3.1M | 0.12% |
| 152 | ACADIA HEALTHCARE COMPANY IN | ACHC | 48,890 | $3.1M | 0.12% |
| 153 | ORION GROUP HLDGS INC | ORN | 536,977 | $3.1M | 0.12% |
| 154 | OKTA INC | OKTA | 41,029 | $3.1M | 0.12% |
| 155 | 908 DEVICES INC | MASS | 861,433 | $3.0M | 0.12% |
| 156 | ROGERS CORP | ROG | 26,206 | $3.0M | 0.12% |
| 157 | UNIVERSAL TECHNICAL INST INC | UTI | 170,559 | $2.8M | 0.11% |
| 158 | SUMMIT THERAPEUTICS INC | SMMT | 126,098 | $2.8M | 0.11% |
| 159 | VIAD CORP | 92552R406 | 73,152 | $2.6M | 0.10% |
| 160 | NEXTRACKER INC | NXT | 69,148 | $2.6M | 0.10% |
| 161 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 74,568 | $2.6M | 0.10% |
| 162 | STEVANATO GROUP S P A | STVN | 115,983 | $2.3M | 0.09% |
| 163 | VERICEL CORP | VCEL | 54,366 | $2.3M | 0.09% |
| 164 | TAYSHA GENE THERAPIES INC | TSHA | 1,139,899 | $2.3M | 0.09% |
| 165 | CELLEBRITE DI LTD | CLBT | 134,138 | $2.3M | 0.09% |
| 166 | RADWARE LTD | RDWR | 99,987 | $2.2M | 0.09% |
| 167 | BICYCLE THERAPEUTICS PLC | BCYC | 96,916 | $2.2M | 0.09% |
| 168 | SPX TECHNOLOGIES INC | SPXC | 13,724 | $2.2M | 0.09% |
| 169 | VICOR CORP | VICR | 48,518 | $2.0M | 0.08% |
| 170 | AVEPOINT INC | AVPT | 173,011 | $2.0M | 0.08% |
| 171 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 86,416 | $2.0M | 0.08% |
| 172 | FIRST SOLAR INC | FSLR | 6,482 | $1.6M | 0.06% |
| 173 | EXTREME NETWORKS | EXTR | 100,594 | $1.5M | 0.06% |
| 174 | TETRA TECH INC NEW | TTEK | 15,155 | $714,710 | 0.03% |
| 175 | GOOSEHEAD INS INC | GSHD | 7,118 | $635,637 | 0.02% |
| 176 | KINSALE CAP GROUP INC | 49714P108 | 1,343 | $625,261 | 0.02% |
| 177 | IRADIMED CORP | IRMD | 10,521 | $529,101 | 0.02% |
| 178 | DARLING INGREDIENTS INC | DAR | 11,284 | $419,313 | 0.02% |
| 179 | MONOLITHIC PWR SYS INC | 609839105 | 358 | $330,971 | 0.01% |
| 180 | SUPER MICRO COMPUTER INC | SMCI | 729 | $303,556 | 0.01% |
| 181 | DEXCOM INC | DXCM | 4,141 | $277,613 | 0.01% |
| 182 | ENPHASE ENERGY INC | ENPH | 2,331 | $263,450 | 0.01% |
| 183 | QUANTA SVCS INC | 74762E102 | 822 | $245,079 | 0.01% |
| 184 | BIOMERICA INC | BMRA | 527,461 | $172,796 | 0.01% |
| 185 | RESEARCH SOLUTIONS INC | RSSS | 44,227 | $120,740 | 0.00% |
| 186 | HUDSON TECHNOLOGIES INC | HDSN | 12,907 | $107,644 | 0.00% |
| 187 | ARRAY TECHNOLOGIES INC | ARRY | 14,879 | $98,201 | 0.00% |