13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001398344-25-009461
Total Value
$2.01B
Positions
159
Other Managers
0
Confidential Omitted
No
Holdings (159)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PORCH GROUP INC | PRCH | 11,728,584 | $85.5M | 4.26% |
| 2 | GENIUS SPORTS LIMITED | GENI | 7,785,387 | $77.9M | 3.88% |
| 3 | MAREX GROUP PLC | MRX | 2,117,060 | $74.8M | 3.72% |
| 4 | ODDITY TECH LTD | ODD | 1,555,191 | $67.3M | 3.35% |
| 5 | VICTORY CAP HLDGS INC | 92645B103 | 1,047,949 | $60.6M | 3.02% |
| 6 | SPS COMM INC | SPSC | 403,668 | $53.6M | 2.67% |
| 7 | TOAST INC | TOST | 1,497,941 | $49.7M | 2.47% |
| 8 | COMPASS INC | COMP | 5,400,238 | $47.1M | 2.35% |
| 9 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,560,944 | $47.1M | 2.35% |
| 10 | AXON ENTERPRISE INC | AXON | 84,333 | $44.4M | 2.21% |
| 11 | CARPENTER TECHNOLOGY CORP | CRS | 233,017 | $42.2M | 2.10% |
| 12 | SPORTRADAR GROUP AG | SRAD | 1,897,509 | $41.0M | 2.04% |
| 13 | CASELLA WASTE SYS INC | CWST | 342,978 | $38.2M | 1.90% |
| 14 | DESCARTES SYS GROUP INC | 249906108 | 378,982 | $38.2M | 1.90% |
| 15 | INDIE SEMICONDUCTOR INC | INDI | 17,520,397 | $35.7M | 1.78% |
| 16 | SEMTECH CORP | SMTC | 954,921 | $32.8M | 1.64% |
| 17 | KORNIT DIGITAL LTD | KRNT | 1,693,833 | $32.3M | 1.61% |
| 18 | MAGNITE INC | MGNI | 2,649,990 | $30.2M | 1.51% |
| 19 | PHREESIA INC | PHR | 1,138,557 | $29.1M | 1.45% |
| 20 | COSTAR GROUP INC | CSGP | 347,693 | $27.5M | 1.37% |
| 21 | SWEETGREEN INC | SG | 1,063,717 | $26.6M | 1.33% |
| 22 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,594,267 | $26.5M | 1.32% |
| 23 | STEPSTONE GROUP INC | STEP | 508,151 | $26.5M | 1.32% |
| 24 | COMFORT SYS USA INC | 199908104 | 68,252 | $22.0M | 1.10% |
| 25 | PAR TECHNOLOGY CORP | PAR | 336,573 | $20.6M | 1.03% |
| 26 | KURA SUSHI USA INC | KRUS | 401,143 | $20.5M | 1.02% |
| 27 | SI-BONE INC | SIBN | 1,432,701 | $20.1M | 1.00% |
| 28 | RBC BEARINGS INC | RBC | 62,292 | $20.0M | 1.00% |
| 29 | ARCHER AVIATION INC | ACHR-WT | 2,800,177 | $19.9M | 0.99% |
| 30 | SHIFT4 PMTS INC | 82452J109 | 238,142 | $19.5M | 0.97% |
| 31 | HUBSPOT INC | HUBS | 34,001 | $19.4M | 0.97% |
| 32 | ACV AUCTIONS INC | ACVA | 1,361,305 | $19.2M | 0.96% |
| 33 | PAYLOCITY HLDG CORP | PCTY | 95,913 | $18.0M | 0.89% |
| 34 | MODINE MFG CO | 607828100 | 232,146 | $17.8M | 0.89% |
| 35 | TEXAS CAP BANCSHARES INC | 88224Q107 | 233,766 | $17.5M | 0.87% |
| 36 | WILLSCOT HLDGS CORP | WSC | 620,627 | $17.3M | 0.86% |
| 37 | ORTHOPEDIATRICS CORP | KIDS | 667,057 | $16.4M | 0.82% |
| 38 | SUNOPTA INC | STKL | 3,346,836 | $16.3M | 0.81% |
| 39 | TRANSCAT INC | TRNS | 213,167 | $15.9M | 0.79% |
| 40 | GATES INDL CORP PLC | G39108108 | 842,880 | $15.5M | 0.77% |
| 41 | SPROUT SOCIAL INC | SPT | 686,822 | $15.1M | 0.75% |
| 42 | FTAI AVIATION LTD | FTAIN | 134,548 | $14.9M | 0.74% |
| 43 | SHARKNINJA INC | SN | 175,694 | $14.7M | 0.73% |
| 44 | EXACT SCIENCES CORP | 30063P105 | 337,875 | $14.6M | 0.73% |
| 45 | INSMED INC | INSM | 187,802 | $14.3M | 0.71% |
| 46 | NUTANIX INC | NTNX | 204,859 | $14.3M | 0.71% |
| 47 | KINDERCARE LEARNING COMPANIE | KLC | 1,228,286 | $14.2M | 0.71% |
| 48 | KNIFE RIVER CORP | KNF | 154,247 | $13.9M | 0.69% |
| 49 | CENTRUS ENERGY CORP | LEU | 216,047 | $13.4M | 0.67% |
| 50 | EVOLENT HEALTH INC | EVH | 1,361,830 | $12.9M | 0.64% |
| 51 | REPLIGEN CORP | RGEN | 101,197 | $12.9M | 0.64% |
| 52 | BLUEPRINT MEDICINES CORP | 09627Y109 | 144,756 | $12.8M | 0.64% |
| 53 | VERTEX INC | VERX | 360,949 | $12.6M | 0.63% |
| 54 | ZETA GLOBAL HOLDINGS CORP | ZETA | 843,499 | $11.4M | 0.57% |
| 55 | COGENT COMMUNICATIONS HLDGS | CCOI | 185,582 | $11.4M | 0.57% |
| 56 | BEL FUSE INC | BELFB | 151,481 | $11.3M | 0.56% |
| 57 | PURE STORAGE INC | 74624M102 | 246,302 | $10.9M | 0.54% |
| 58 | E L F BEAUTY INC | ELF | 166,704 | $10.5M | 0.52% |
| 59 | MATERION CORP | MTRN | 124,489 | $10.2M | 0.51% |
| 60 | REDDIT INC | RDDT | 96,630 | $10.1M | 0.50% |
| 61 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 534,409 | $10.1M | 0.50% |
| 62 | BIOLIFE SOLUTIONS INC | BLFS | 439,500 | $10.0M | 0.50% |
| 63 | ENOVIX CORPORATION | ENVX | 1,326,217 | $9.7M | 0.48% |
| 64 | NOVA LTD | NVMI | 50,874 | $9.4M | 0.47% |
| 65 | SPIRE GLOBAL INC | SPIR | 1,139,175 | $9.2M | 0.46% |
| 66 | VIKING THERAPEUTICS INC | VKTX | 367,961 | $8.9M | 0.44% |
| 67 | QXO INC | QXO-PB | 622,968 | $8.4M | 0.42% |
| 68 | QUALYS INC | QLYS | 64,671 | $8.1M | 0.41% |
| 69 | VARONIS SYS INC | VRNS | 199,493 | $8.1M | 0.40% |
| 70 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 361,894 | $8.0M | 0.40% |
| 71 | JFROG LTD | FROG | 250,742 | $8.0M | 0.40% |
| 72 | CYBERARK SOFTWARE LTD | M2682V108 | 21,424 | $7.2M | 0.36% |
| 73 | CECO ENVIRONMENTAL CORP | CECO | 317,416 | $7.2M | 0.36% |
| 74 | GLOBANT S A | GLOB | 60,368 | $7.1M | 0.35% |
| 75 | ONTO INNOVATION INC | ONTO | 57,101 | $6.9M | 0.35% |
| 76 | JBT MAREL CORPORATION | JBTM | 56,339 | $6.9M | 0.34% |
| 77 | POWELL INDS INC | 739128106 | 40,200 | $6.8M | 0.34% |
| 78 | SYNDAX PHARMACEUTICALS INC | SNDX | 549,942 | $6.8M | 0.34% |
| 79 | GREEN BRICK PARTNERS INC | GRBK-PA | 114,813 | $6.7M | 0.33% |
| 80 | RAMBUS INC DEL | RMBS | 128,682 | $6.7M | 0.33% |
| 81 | CONFLUENT INC | 20717M103 | 274,709 | $6.4M | 0.32% |
| 82 | MAYVILLE ENGR CO INC | 578605107 | 478,038 | $6.4M | 0.32% |
| 83 | CORVEL CORP | CRVL | 56,193 | $6.3M | 0.31% |
| 84 | VIVID SEATS INC | SEATW | 2,123,080 | $6.3M | 0.31% |
| 85 | TOWER SEMICONDUCTOR LTD | TSEM | 173,430 | $6.2M | 0.31% |
| 86 | XENON PHARMACEUTICALS INC | XENE | 183,808 | $6.2M | 0.31% |
| 87 | NEXTRACKER INC | NXT | 140,638 | $5.9M | 0.30% |
| 88 | VEECO INSTRS INC DEL | 922417100 | 292,165 | $5.9M | 0.29% |
| 89 | OKTA INC | OKTA | 54,862 | $5.8M | 0.29% |
| 90 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 142,220 | $5.6M | 0.28% |
| 91 | COLUMBUS MCKINNON CORP N Y | CMCO | 316,856 | $5.4M | 0.27% |
| 92 | HEALTHEQUITY INC | HQY | 59,539 | $5.3M | 0.26% |
| 93 | EVERQUOTE INC | EVER | 200,076 | $5.2M | 0.26% |
| 94 | AMERESCO INC | AMRC | 416,496 | $5.0M | 0.25% |
| 95 | ZYMEWORKS INC | ZYME | 407,589 | $4.9M | 0.24% |
| 96 | EDGEWISE THERAPEUTICS INC | EWTX | 217,667 | $4.8M | 0.24% |
| 97 | LATTICE SEMICONDUCTOR CORP | LSCC | 86,716 | $4.5M | 0.23% |
| 98 | LENZ THERAPEUTICS INC | LENZ | 176,166 | $4.5M | 0.23% |
| 99 | NPK INTERNATIONAL INC | NPKI | 776,430 | $4.5M | 0.22% |
| 100 | REVOLUTION MEDICINES INC | RVMDW | 126,752 | $4.5M | 0.22% |
| 101 | STOKE THERAPEUTICS INC | STOK | 660,430 | $4.4M | 0.22% |
| 102 | CELLEBRITE DI LTD | CLBT | 225,040 | $4.4M | 0.22% |
| 103 | MCGRATH RENTCORP | MGRC | 39,043 | $4.3M | 0.22% |
| 104 | CIENA CORP | CIEN | 71,783 | $4.3M | 0.22% |
| 105 | VITAL FARMS INC | VITL | 138,691 | $4.2M | 0.21% |
| 106 | NATERA INC | NTRA | 29,234 | $4.1M | 0.21% |
| 107 | CHART INDS INC | 16115Q308 | 28,151 | $4.1M | 0.20% |
| 108 | APOGEE THERAPEUTICS INC | APGE | 108,340 | $4.0M | 0.20% |
| 109 | MERUS N V | N5749R100 | 95,720 | $4.0M | 0.20% |
| 110 | AGIOS PHARMACEUTICALS INC | AGIO | 132,108 | $3.9M | 0.19% |
| 111 | APELLIS PHARMACEUTICALS INC | APLS | 175,696 | $3.8M | 0.19% |
| 112 | ARCUS BIOSCIENCES INC | RCUS | 479,590 | $3.8M | 0.19% |
| 113 | PROS HOLDINGS INC | 74346Y103 | 195,622 | $3.7M | 0.19% |
| 114 | BOOT BARN HLDGS INC | BOOT | 32,402 | $3.5M | 0.17% |
| 115 | INTELLIA THERAPEUTICS INC | NTLA | 475,946 | $3.4M | 0.17% |
| 116 | ASTERA LABS INC | ALAB | 55,057 | $3.3M | 0.16% |
| 117 | RXSIGHT INC | RXST | 129,721 | $3.3M | 0.16% |
| 118 | NOVANTA INC | NOVTU | 25,610 | $3.3M | 0.16% |
| 119 | PTC INC | PTC | 20,299 | $3.1M | 0.16% |
| 120 | SILICON LABORATORIES INC | SLAB | 27,216 | $3.1M | 0.15% |
| 121 | IMMUNOVANT INC | IMVT | 172,316 | $2.9M | 0.15% |
| 122 | IMMUNOME INC | IMNM | 419,271 | $2.8M | 0.14% |
| 123 | FIVE9 INC | FIVN | 102,682 | $2.8M | 0.14% |
| 124 | ANAPTYSBIO INC | ANABV | 146,491 | $2.7M | 0.14% |
| 125 | CELESTICA INC | CLS | 32,528 | $2.6M | 0.13% |
| 126 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 61,984 | $2.5M | 0.12% |
| 127 | UNIVERSAL TECHNICAL INST INC | UTI | 93,566 | $2.4M | 0.12% |
| 128 | SUMMIT THERAPEUTICS INC | SMMT | 124,527 | $2.4M | 0.12% |
| 129 | STEVANATO GROUP S P A | STVN | 115,889 | $2.4M | 0.12% |
| 130 | CERTARA INC | CERT | 234,960 | $2.3M | 0.12% |
| 131 | SOLENO THERAPEUTICS INC | SLNO | 32,491 | $2.3M | 0.12% |
| 132 | TAYSHA GENE THERAPIES INC | TSHA | 1,640,793 | $2.3M | 0.11% |
| 133 | EXLSERVICE HOLDINGS INC | EXLS | 45,759 | $2.2M | 0.11% |
| 134 | PORTILLOS INC | 73642K106 | 156,707 | $1.9M | 0.09% |
| 135 | THE REAL BROKERAGE INC | 75585H206 | 441,361 | $1.8M | 0.09% |
| 136 | CORE SCIENTIFIC INC NEW | 21874A106 | 224,527 | $1.6M | 0.08% |
| 137 | VITA COCO CO INC | COCO | 52,337 | $1.6M | 0.08% |
| 138 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 54,753 | $1.6M | 0.08% |
| 139 | AVEPOINT INC | AVPT | 110,749 | $1.6M | 0.08% |
| 140 | INTERDIGITAL INC | IDCC | 7,602 | $1.6M | 0.08% |
| 141 | IRHYTHM TECHNOLOGIES INC | IRTC | 14,772 | $1.5M | 0.08% |
| 142 | COMMVAULT SYS INC | CVLT | 7,194 | $1.1M | 0.06% |
| 143 | FIRSTSERVICE CORP NEW | FSV | 5,548 | $920,691 | 0.05% |
| 144 | HARVARD BIOSCIENCE INC | HBIO | 1,527,894 | $864,788 | 0.04% |
| 145 | ALLEGRO MICROSYSTEMS INC | ALGM | 31,956 | $803,054 | 0.04% |
| 146 | GOOSEHEAD INS INC | GSHD | 5,008 | $591,244 | 0.03% |
| 147 | DIGITAL TURBINE INC | APPS | 215,558 | $585,240 | 0.03% |
| 148 | CEVA INC | CEVA | 20,085 | $514,377 | 0.03% |
| 149 | ARTERIS INC | AIP | 72,882 | $503,615 | 0.03% |
| 150 | IRADIMED CORP | IRMD | 8,559 | $449,176 | 0.02% |
| 151 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 57,381 | $378,141 | 0.02% |
| 152 | CYTOSORBENTS CORP | CTSO | 358,418 | $358,418 | 0.02% |
| 153 | PURSUIT ATTRACTIONS AND HOSP | 92552R406 | 9,653 | $341,620 | 0.02% |
| 154 | ADTRAN HOLDINGS INC | ADTN | 36,093 | $314,731 | 0.02% |
| 155 | LOVESAC COMPANY | LOVE | 12,663 | $230,213 | 0.01% |
| 156 | CHEFS WHSE INC | 163086101 | 3,674 | $200,086 | 0.01% |
| 157 | SURO CAPITAL CORP | SSSSL | 39,037 | $194,014 | 0.01% |
| 158 | OWLET INC | OWLTW | 26,831 | $98,738 | 0.00% |
| 159 | BIOMERICA INC | BMRA | 87,968 | $49,878 | 0.00% |