13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001398344-25-002765
Total Value
$2.40B
Positions
180
Other Managers
0
Confidential Omitted
No
Holdings (180)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXON ENTERPRISE INC | AXON | 161,667 | $96.1M | 4.01% |
| 2 | VICTORY CAP HLDGS INC | 92645B103 | 1,132,997 | $74.2M | 3.10% |
| 3 | INDIE SEMICONDUCTOR INC | INDI | 17,675,164 | $71.6M | 2.99% |
| 4 | GENIUS SPORTS LIMITED | GENI | 7,963,691 | $68.9M | 2.88% |
| 5 | MAREX GROUP PLC | MRX | 2,190,604 | $68.3M | 2.85% |
| 6 | ODDITY TECH LTD | ODD | 1,538,198 | $64.6M | 2.70% |
| 7 | PORCH GROUP INC | PRCH | 11,891,581 | $58.5M | 2.44% |
| 8 | TOAST INC | TOST | 1,578,370 | $57.5M | 2.40% |
| 9 | MAGNITE INC | MGNI | 3,613,084 | $57.5M | 2.40% |
| 10 | SPS COMM INC | SPSC | 302,920 | $55.7M | 2.33% |
| 11 | SHIFT4 PMTS INC | 82452J109 | 519,556 | $53.9M | 2.25% |
| 12 | KORNIT DIGITAL LTD | KRNT | 1,595,549 | $49.4M | 2.06% |
| 13 | CARPENTER TECHNOLOGY CORP | CRS | 267,077 | $45.3M | 1.89% |
| 14 | GLOBANT S A | GLOB | 194,980 | $41.8M | 1.75% |
| 15 | EVOLENT HEALTH INC | EVH | 3,673,710 | $41.3M | 1.73% |
| 16 | CASELLA WASTE SYS INC | CWST | 372,321 | $39.4M | 1.64% |
| 17 | PHREESIA INC | PHR | 1,453,720 | $36.6M | 1.53% |
| 18 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,638,309 | $36.2M | 1.51% |
| 19 | SPORTRADAR GROUP AG | SRAD | 2,008,977 | $34.8M | 1.45% |
| 20 | KURA SUSHI USA INC | KRUS | 367,029 | $33.2M | 1.39% |
| 21 | SWEETGREEN INC | SG | 1,022,397 | $32.8M | 1.37% |
| 22 | ACV AUCTIONS INC | ACVA | 1,436,473 | $31.0M | 1.30% |
| 23 | PAYLOCITY HLDG CORP | PCTY | 151,501 | $30.2M | 1.26% |
| 24 | SEMTECH CORP | SMTC | 458,075 | $28.3M | 1.18% |
| 25 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,471,610 | $27.4M | 1.14% |
| 26 | SPROUT SOCIAL INC | SPT | 866,094 | $26.6M | 1.11% |
| 27 | HUBSPOT INC | HUBS | 36,992 | $25.8M | 1.08% |
| 28 | KINDERCARE LEARNING COMPANIE | KLC | 1,446,059 | $25.7M | 1.07% |
| 29 | COSTAR GROUP INC | CSGP | 358,206 | $25.6M | 1.07% |
| 30 | PAR TECHNOLOGY CORP | PAR | 347,916 | $25.3M | 1.06% |
| 31 | REDDIT INC | RDDT | 154,249 | $25.2M | 1.05% |
| 32 | EXACT SCIENCES CORP | 30063P105 | 444,064 | $25.0M | 1.04% |
| 33 | COMPASS INC | COMP | 4,028,849 | $23.6M | 0.98% |
| 34 | SI-BONE INC | SIBN | 1,634,566 | $22.9M | 0.96% |
| 35 | SUNOPTA INC | STKL | 2,782,215 | $21.4M | 0.89% |
| 36 | ARCHER AVIATION INC | ACHR-WT | 2,124,164 | $20.7M | 0.86% |
| 37 | TEXAS CAP BANCSHARES INC | 88224Q107 | 259,685 | $20.3M | 0.85% |
| 38 | STEPSTONE GROUP INC | STEP | 348,735 | $20.2M | 0.84% |
| 39 | TRANSCAT INC | TRNS | 188,763 | $20.0M | 0.83% |
| 40 | WILLSCOT HLDGS CORP | WSC | 589,169 | $19.7M | 0.82% |
| 41 | VERTEX INC | VERX | 362,598 | $19.3M | 0.81% |
| 42 | RBC BEARINGS INC | RBC | 61,004 | $18.2M | 0.76% |
| 43 | ORTHOPEDIATRICS CORP | KIDS | 786,369 | $18.2M | 0.76% |
| 44 | SHARKNINJA INC | SN | 171,383 | $16.7M | 0.70% |
| 45 | KNIFE RIVER CORP | KNF | 161,577 | $16.4M | 0.69% |
| 46 | VIVID SEATS INC | SEATW | 3,381,198 | $15.7M | 0.65% |
| 47 | REPLIGEN CORP | RGEN | 107,415 | $15.5M | 0.65% |
| 48 | ENOVIX CORPORATION | ENVX | 1,358,992 | $14.8M | 0.62% |
| 49 | GATES INDL CORP PLC | G39108108 | 711,049 | $14.6M | 0.61% |
| 50 | INSMED INC | INSM | 209,354 | $14.5M | 0.60% |
| 51 | COGENT COMMUNICATIONS HLDGS | CCOI | 174,481 | $13.4M | 0.56% |
| 52 | BEL FUSE INC | BELFB | 159,504 | $13.2M | 0.55% |
| 53 | BOOT BARN HLDGS INC | BOOT | 83,236 | $12.6M | 0.53% |
| 54 | MATERION CORP | MTRN | 126,367 | $12.5M | 0.52% |
| 55 | BLUEPRINT MEDICINES CORP | 09627Y109 | 141,890 | $12.4M | 0.52% |
| 56 | CYBERARK SOFTWARE LTD | M2682V108 | 37,038 | $12.3M | 0.52% |
| 57 | VIKING THERAPEUTICS INC | VKTX | 305,586 | $12.3M | 0.51% |
| 58 | MODINE MFG CO | 607828100 | 105,122 | $12.2M | 0.51% |
| 59 | SYNDAX PHARMACEUTICALS INC | SNDX | 905,322 | $12.0M | 0.50% |
| 60 | BIOLIFE SOLUTIONS INC | BLFS | 457,007 | $11.9M | 0.50% |
| 61 | ZETA GLOBAL HOLDINGS CORP | ZETA | 655,702 | $11.8M | 0.49% |
| 62 | NUTANIX INC | NTNX | 191,828 | $11.7M | 0.49% |
| 63 | COLUMBUS MCKINNON CORP N Y | CMCO | 284,272 | $10.6M | 0.44% |
| 64 | QXO INC | QXO-PB | 650,946 | $10.4M | 0.43% |
| 65 | PURE STORAGE INC | 74624M102 | 167,898 | $10.3M | 0.43% |
| 66 | WORKIVA INC | WK | 93,513 | $10.2M | 0.43% |
| 67 | INFORMATICA INC | 45674M101 | 382,966 | $9.9M | 0.41% |
| 68 | E L F BEAUTY INC | ELF | 77,029 | $9.7M | 0.40% |
| 69 | DIGIMARC CORP NEW | DMRC | 249,435 | $9.3M | 0.39% |
| 70 | CHEFS WHSE INC | 163086101 | 189,283 | $9.3M | 0.39% |
| 71 | CONFLUENT INC | 20717M103 | 333,618 | $9.3M | 0.39% |
| 72 | EVERQUOTE INC | EVER | 458,898 | $9.2M | 0.38% |
| 73 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 463,110 | $9.2M | 0.38% |
| 74 | MAYVILLE ENGR CO INC | 578605107 | 578,967 | $9.1M | 0.38% |
| 75 | NATERA INC | NTRA | 55,442 | $8.8M | 0.37% |
| 76 | FTAI AVIATION LTD | FTAIN | 58,790 | $8.5M | 0.35% |
| 77 | EDGEWISE THERAPEUTICS INC | EWTX | 300,013 | $8.0M | 0.33% |
| 78 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 296,707 | $7.6M | 0.32% |
| 79 | LOVESAC COMPANY | LOVE | 320,558 | $7.6M | 0.32% |
| 80 | CHART INDS INC | 16115Q308 | 39,289 | $7.5M | 0.31% |
| 81 | PTC INC | PTC | 40,766 | $7.5M | 0.31% |
| 82 | VITA COCO CO INC | COCO | 202,419 | $7.5M | 0.31% |
| 83 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 136,438 | $7.4M | 0.31% |
| 84 | PROS HOLDINGS INC | 74346Y103 | 334,355 | $7.3M | 0.31% |
| 85 | JFROG LTD | FROG | 244,057 | $7.2M | 0.30% |
| 86 | XENON PHARMACEUTICALS INC | XENE | 182,333 | $7.1M | 0.30% |
| 87 | LATTICE SEMICONDUCTOR CORP | LSCC | 124,941 | $7.1M | 0.30% |
| 88 | PLIANT THERAPEUTICS INC | PLRX | 527,147 | $6.9M | 0.29% |
| 89 | QUALYS INC | QLYS | 47,549 | $6.7M | 0.28% |
| 90 | FIVE9 INC | FIVN | 163,657 | $6.7M | 0.28% |
| 91 | VEECO INSTRS INC DEL | 922417100 | 243,669 | $6.5M | 0.27% |
| 92 | STOKE THERAPEUTICS INC | STOK | 567,689 | $6.3M | 0.26% |
| 93 | VARONIS SYS INC | VRNS | 137,005 | $6.1M | 0.25% |
| 94 | CCC INTELLIGENT SOLUTIONS HL | CCC | 517,180 | $6.1M | 0.25% |
| 95 | CORVEL CORP | CRVL | 54,366 | $6.0M | 0.25% |
| 96 | ZYMEWORKS INC | ZYME | 411,120 | $6.0M | 0.25% |
| 97 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 69,841 | $5.8M | 0.24% |
| 98 | SILICON LABORATORIES INC | SLAB | 46,463 | $5.8M | 0.24% |
| 99 | VITAL FARMS INC | VITL | 151,347 | $5.7M | 0.24% |
| 100 | QUANTERIX CORP | QTRX | 536,417 | $5.7M | 0.24% |
| 101 | ACADIA HEALTHCARE COMPANY IN | ACHC | 142,236 | $5.6M | 0.24% |
| 102 | NPK INTERNATIONAL INC | NPKI | 705,707 | $5.4M | 0.23% |
| 103 | DESCARTES SYS GROUP INC | 249906108 | 46,474 | $5.3M | 0.22% |
| 104 | REVOLUTION MEDICINES INC | RVMDW | 119,430 | $5.2M | 0.22% |
| 105 | ARCUS BIOSCIENCES INC | RCUS | 346,093 | $5.2M | 0.22% |
| 106 | CELLEBRITE DI LTD | CLBT | 227,397 | $5.0M | 0.21% |
| 107 | STEVANATO GROUP S P A | STVN | 226,401 | $4.9M | 0.21% |
| 108 | APELLIS PHARMACEUTICALS INC | APLS | 154,418 | $4.9M | 0.21% |
| 109 | MCGRATH RENTCORP | MGRC | 41,533 | $4.6M | 0.19% |
| 110 | ONTO INNOVATION INC | ONTO | 26,704 | $4.5M | 0.19% |
| 111 | PARSONS CORP DEL | PSN | 48,150 | $4.4M | 0.19% |
| 112 | ALLEGRO MICROSYSTEMS INC | ALGM | 201,817 | $4.4M | 0.18% |
| 113 | MERUS N V | N5749R100 | 104,562 | $4.4M | 0.18% |
| 114 | RAMBUS INC DEL | RMBS | 82,620 | $4.4M | 0.18% |
| 115 | EURONET WORLDWIDE INC | EEFT | 42,412 | $4.4M | 0.18% |
| 116 | DOUBLEVERIFY HLDGS INC | DV | 221,881 | $4.3M | 0.18% |
| 117 | APOGEE THERAPEUTICS INC | APGE | 92,854 | $4.2M | 0.18% |
| 118 | RXSIGHT INC | RXST | 120,233 | $4.1M | 0.17% |
| 119 | IRHYTHM TECHNOLOGIES INC | IRTC | 45,730 | $4.1M | 0.17% |
| 120 | UNIVERSAL TECHNICAL INST INC | UTI | 158,859 | $4.1M | 0.17% |
| 121 | CIENA CORP | CIEN | 47,458 | $4.0M | 0.17% |
| 122 | OKTA INC | OKTA | 50,852 | $4.0M | 0.17% |
| 123 | NOVA LTD | NVMI | 20,068 | $4.0M | 0.17% |
| 124 | AGIOS PHARMACEUTICALS INC | AGIO | 115,687 | $3.8M | 0.16% |
| 125 | NOVANTA INC | NOVTU | 24,444 | $3.7M | 0.16% |
| 126 | IMMUNOVANT INC | IMVT | 149,396 | $3.7M | 0.15% |
| 127 | INTELLIA THERAPEUTICS INC | NTLA | 306,510 | $3.6M | 0.15% |
| 128 | PORTILLOS INC | 73642K106 | 372,745 | $3.5M | 0.15% |
| 129 | PDF SOLUTIONS INC | PDFS | 129,181 | $3.5M | 0.15% |
| 130 | HEALTH CATALYST INC | HCAT | 493,364 | $3.5M | 0.15% |
| 131 | HARVARD BIOSCIENCE INC | HBIO | 1,617,178 | $3.4M | 0.14% |
| 132 | IMMUNOME INC | IMNM | 314,239 | $3.3M | 0.14% |
| 133 | OSI SYSTEMS INC | OSIS | 19,851 | $3.3M | 0.14% |
| 134 | BLUE BIRD CORP | BLBD | 86,006 | $3.3M | 0.14% |
| 135 | EXLSERVICE HOLDINGS INC | EXLS | 71,215 | $3.2M | 0.13% |
| 136 | THE REAL BROKERAGE INC | 75585H206 | 664,281 | $3.1M | 0.13% |
| 137 | CASTLE BIOSCIENCES INC | CSTL | 110,824 | $3.0M | 0.12% |
| 138 | TAYSHA GENE THERAPIES INC | TSHA | 1,636,381 | $2.8M | 0.12% |
| 139 | URBAN OUTFITTERS INC | URBN | 50,597 | $2.8M | 0.12% |
| 140 | CELESTICA INC | CLS | 27,975 | $2.6M | 0.11% |
| 141 | CERTARA INC | CERT | 239,224 | $2.5M | 0.11% |
| 142 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 22,322 | $2.4M | 0.10% |
| 143 | FOX FACTORY HLDG CORP | FOXF | 79,417 | $2.4M | 0.10% |
| 144 | SUMMIT THERAPEUTICS INC | SMMT | 133,832 | $2.4M | 0.10% |
| 145 | AVEPOINT INC | AVPT | 137,306 | $2.3M | 0.09% |
| 146 | VICOR CORP | VICR | 43,760 | $2.1M | 0.09% |
| 147 | SKECHERS U S A INC | 830566105 | 31,241 | $2.1M | 0.09% |
| 148 | RXO INC | RXO | 87,251 | $2.1M | 0.09% |
| 149 | VERACYTE INC | VCYT | 49,515 | $2.0M | 0.08% |
| 150 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 70,582 | $1.9M | 0.08% |
| 151 | ROGERS CORP | ROG | 18,145 | $1.8M | 0.08% |
| 152 | SPIRE GLOBAL INC | SPIR | 126,069 | $1.8M | 0.07% |
| 153 | LENZ THERAPEUTICS INC | LENZ | 51,842 | $1.5M | 0.06% |
| 154 | ANAPTYSBIO INC | ANABV | 106,079 | $1.4M | 0.06% |
| 155 | 908 DEVICES INC | MASS | 522,786 | $1.2M | 0.05% |
| 156 | FIRSTSERVICE CORP NEW | FSV | 6,241 | $1.1M | 0.05% |
| 157 | CYTOSORBENTS CORP | CTSO | 1,204,580 | $1.1M | 0.05% |
| 158 | ISHARES TR | 464287648 | 3,576 | $1.0M | 0.04% |
| 159 | FIRST SOLAR INC | FSLR | 5,597 | $986,415 | 0.04% |
| 160 | ARTERIS INC | AIP | 93,093 | $948,618 | 0.04% |
| 161 | CEVA INC | CEVA | 29,645 | $935,300 | 0.04% |
| 162 | GOOSEHEAD INS INC | GSHD | 7,972 | $854,758 | 0.04% |
| 163 | RAPID7 INC | RPD | 18,248 | $734,117 | 0.03% |
| 164 | WNS HLDGS LTD | G98196101 | 14,688 | $696,064 | 0.03% |
| 165 | IRADIMED CORP | IRMD | 12,645 | $695,475 | 0.03% |
| 166 | VIAD CORP | 92552R406 | 12,306 | $523,128 | 0.02% |
| 167 | TETRA TECH INC NEW | TTEK | 12,426 | $495,052 | 0.02% |
| 168 | DEXCOM INC | DXCM | 5,798 | $450,910 | 0.02% |
| 169 | NEXTRACKER INC | NXT | 11,340 | $414,250 | 0.02% |
| 170 | AMERESCO INC | AMRC | 10,617 | $249,287 | 0.01% |
| 171 | QUANTA SVCS INC | 74762E102 | 751 | $237,354 | 0.01% |
| 172 | MONOLITHIC PWR SYS INC | 609839105 | 400 | $236,680 | 0.01% |
| 173 | DARLING INGREDIENTS INC | DAR | 6,360 | $214,268 | 0.01% |
| 174 | ENPHASE ENERGY INC | ENPH | 2,930 | $201,232 | 0.01% |
| 175 | BIOMERICA INC | BMRA | 658,767 | $197,696 | 0.01% |
| 176 | TITAN MACHY INC | KMCM | 13,826 | $195,361 | 0.01% |
| 177 | OWLET INC | OWLTW | 32,665 | $145,359 | 0.01% |
| 178 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 17,965 | $99,346 | 0.00% |
| 179 | ICAD INC | 44934S206 | 52,325 | $95,755 | 0.00% |
| 180 | ARRAY TECHNOLOGIES INC | ARRY | 13,564 | $81,927 | 0.00% |