13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001398344-25-015412
Total Value
$2.46B
Positions
153
Other Managers
0
Confidential Omitted
No
Holdings (153)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PORCH GROUP INC | PRCH | 11,631,775 | $137.1M | 5.58% |
| 2 | ODDITY TECH LTD | ODD | 1,355,347 | $102.3M | 4.16% |
| 3 | MAGNITE INC | MGNI | 3,642,786 | $87.9M | 3.58% |
| 4 | GENIUS SPORTS LIMITED | GENI | 8,336,296 | $86.7M | 3.53% |
| 5 | MAREX GROUP PLC | MRX | 2,077,153 | $82.0M | 3.34% |
| 6 | VICTORY CAP HLDGS INC | 92645B103 | 1,195,300 | $76.1M | 3.10% |
| 7 | TOAST INC | TOST | 1,612,221 | $71.4M | 2.91% |
| 8 | INDIE SEMICONDUCTOR INC | INDI | 19,487,402 | $69.4M | 2.82% |
| 9 | AXON ENTERPRISE INC | AXON | 83,639 | $69.2M | 2.82% |
| 10 | SPORTRADAR GROUP AG | SRAD | 2,298,483 | $64.5M | 2.63% |
| 11 | CARPENTER TECHNOLOGY CORP | CRS | 231,669 | $64.0M | 2.61% |
| 12 | SPS COMM INC | SPSC | 372,431 | $50.7M | 2.06% |
| 13 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,670,210 | $50.7M | 2.06% |
| 14 | SEMTECH CORP | SMTC | 991,576 | $44.8M | 1.82% |
| 15 | CENTRUS ENERGY CORP | LEU | 206,724 | $37.9M | 1.54% |
| 16 | PHREESIA INC | PHR | 1,302,785 | $37.1M | 1.51% |
| 17 | COMFORT SYS USA INC | 199908104 | 68,612 | $36.8M | 1.50% |
| 18 | KORNIT DIGITAL LTD | KRNT | 1,829,431 | $36.4M | 1.48% |
| 19 | DESCARTES SYS GROUP INC | 249906108 | 355,567 | $36.1M | 1.47% |
| 20 | CASELLA WASTE SYS INC | CWST | 312,408 | $36.0M | 1.47% |
| 21 | ARCHER AVIATION INC | ACHR-WT | 3,242,620 | $35.2M | 1.43% |
| 22 | GLOBAL E ONLINE LTD | GLBE | 933,344 | $31.3M | 1.27% |
| 23 | COMPASS INC | COMP | 4,459,171 | $28.0M | 1.14% |
| 24 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,647,128 | $26.4M | 1.08% |
| 25 | KURA SUSHI USA INC | KRUS | 297,658 | $25.6M | 1.04% |
| 26 | SHIFT4 PMTS INC | 82452J109 | 257,074 | $25.5M | 1.04% |
| 27 | ACV AUCTIONS INC | ACVA | 1,569,032 | $25.4M | 1.04% |
| 28 | CIRCLE INTERNET GROUP INC | CRCL | 138,732 | $25.2M | 1.02% |
| 29 | COSTAR GROUP INC | CSGP | 300,932 | $24.2M | 0.98% |
| 30 | RBC BEARINGS INC | RBC | 61,988 | $23.9M | 0.97% |
| 31 | SI-BONE INC | SIBN | 1,264,327 | $23.8M | 0.97% |
| 32 | GATES INDL CORP PLC | G39108108 | 928,240 | $21.4M | 0.87% |
| 33 | SUNOPTA INC | STKL | 3,646,074 | $21.1M | 0.86% |
| 34 | HUBSPOT INC | HUBS | 37,345 | $20.8M | 0.85% |
| 35 | ORTHOPEDIATRICS CORP | KIDS | 966,828 | $20.8M | 0.85% |
| 36 | TRANSCAT INC | TRNS | 228,611 | $19.7M | 0.80% |
| 37 | DIGITAL TURBINE INC | APPS | 3,224,561 | $19.0M | 0.77% |
| 38 | PAR TECHNOLOGY CORP | PAR | 260,529 | $18.1M | 0.74% |
| 39 | SWEETGREEN INC | SG | 1,209,200 | $18.0M | 0.73% |
| 40 | EXACT SCIENCES CORP | 30063P105 | 322,507 | $17.1M | 0.70% |
| 41 | REPLIGEN CORP | RGEN | 135,046 | $16.8M | 0.68% |
| 42 | KLAVIYO INC | KVYO | 479,748 | $16.1M | 0.66% |
| 43 | ENOVIX CORPORATION | ENVX | 1,489,564 | $15.4M | 0.63% |
| 44 | NUTANIX INC | NTNX | 193,049 | $14.8M | 0.60% |
| 45 | PAYLOCITY HLDG CORP | PCTY | 81,064 | $14.7M | 0.60% |
| 46 | PURE STORAGE INC | 74624M102 | 252,138 | $14.5M | 0.59% |
| 47 | TEXAS CAP BANCSHARES INC | 88224Q107 | 181,937 | $14.4M | 0.59% |
| 48 | FTAI AVIATION LTD | FTAIN | 124,895 | $14.4M | 0.58% |
| 49 | BIOLIFE SOLUTIONS INC | BLFS | 643,200 | $13.9M | 0.56% |
| 50 | WILLSCOT HLDGS CORP | WSC | 501,471 | $13.7M | 0.56% |
| 51 | QXO INC | QXO-PB | 612,844 | $13.2M | 0.54% |
| 52 | ETORO GROUP LTD | ETOR | 198,140 | $13.2M | 0.54% |
| 53 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 600,414 | $12.2M | 0.50% |
| 54 | INSMED INC | INSM | 115,917 | $11.7M | 0.47% |
| 55 | ZETA GLOBAL HOLDINGS CORP | ZETA | 752,823 | $11.7M | 0.47% |
| 56 | E L F BEAUTY INC | ELF | 88,119 | $11.0M | 0.45% |
| 57 | SPROUT SOCIAL INC | SPT | 519,517 | $10.9M | 0.44% |
| 58 | COGENT COMMUNICATIONS HLDGS | CCOI | 224,491 | $10.8M | 0.44% |
| 59 | BEL FUSE INC | BELFB | 108,912 | $10.6M | 0.43% |
| 60 | HEALTHEQUITY INC | HQY | 100,417 | $10.5M | 0.43% |
| 61 | ALIGNMENT HEALTHCARE INC | ALHC | 747,067 | $10.5M | 0.43% |
| 62 | MODINE MFG CO | 607828100 | 106,104 | $10.5M | 0.43% |
| 63 | JFROG LTD | FROG | 237,168 | $10.4M | 0.42% |
| 64 | CECO ENVIRONMENTAL CORP | CECO | 352,091 | $10.0M | 0.41% |
| 65 | SILICON MOTION TECHNOLOGY CO | SIMO | 130,091 | $9.8M | 0.40% |
| 66 | JBT MAREL CORPORATION | JBTM | 80,567 | $9.7M | 0.39% |
| 67 | MATERION CORP | MTRN | 121,005 | $9.6M | 0.39% |
| 68 | POWELL INDS INC | 739128106 | 44,213 | $9.3M | 0.38% |
| 69 | SYNDAX PHARMACEUTICALS INC | SNDX | 991,388 | $9.3M | 0.38% |
| 70 | SHARKNINJA INC | SN | 88,400 | $8.8M | 0.36% |
| 71 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 310,992 | $8.6M | 0.35% |
| 72 | INTELLIA THERAPEUTICS INC | NTLA | 913,622 | $8.6M | 0.35% |
| 73 | CYBERARK SOFTWARE LTD | M2682V108 | 20,558 | $8.4M | 0.34% |
| 74 | RAMBUS INC DEL | RMBS | 130,081 | $8.3M | 0.34% |
| 75 | VIKING THERAPEUTICS INC | VKTX | 305,091 | $8.1M | 0.33% |
| 76 | CONFLUENT INC | 20717M103 | 324,052 | $8.1M | 0.33% |
| 77 | MAYVILLE ENGR CO INC | 578605107 | 498,305 | $8.0M | 0.32% |
| 78 | VEECO INSTRS INC DEL | 922417100 | 383,280 | $7.8M | 0.32% |
| 79 | STEPSTONE GROUP INC | STEP | 137,960 | $7.7M | 0.31% |
| 80 | NOVA LTD | NVMI | 27,553 | $7.6M | 0.31% |
| 81 | XENON PHARMACEUTICALS INC | XENE | 240,038 | $7.5M | 0.31% |
| 82 | VARONIS SYS INC | VRNS | 146,466 | $7.4M | 0.30% |
| 83 | PTC INC | PTC | 42,662 | $7.4M | 0.30% |
| 84 | KINSALE CAP GROUP INC | 49714P108 | 15,153 | $7.3M | 0.30% |
| 85 | OKTA INC | OKTA | 72,437 | $7.2M | 0.29% |
| 86 | ASTERA LABS INC | ALAB | 78,456 | $7.1M | 0.29% |
| 87 | NEXTRACKER INC | NXT | 129,804 | $7.1M | 0.29% |
| 88 | CORE SCIENTIFIC INC NEW | 21874A106 | 411,173 | $7.0M | 0.29% |
| 89 | GREEN BRICK PARTNERS INC | GRBK-PA | 104,295 | $6.6M | 0.27% |
| 90 | CIENA CORP | CIEN | 80,621 | $6.6M | 0.27% |
| 91 | AMERESCO INC | AMRC | 427,197 | $6.5M | 0.26% |
| 92 | STOKE THERAPEUTICS INC | STOK | 532,413 | $6.0M | 0.25% |
| 93 | APOGEE THERAPEUTICS INC | APGE | 131,138 | $5.7M | 0.23% |
| 94 | KNIFE RIVER CORP | KNF | 69,149 | $5.6M | 0.23% |
| 95 | NPK INTERNATIONAL INC | NPKI | 657,460 | $5.6M | 0.23% |
| 96 | LATTICE SEMICONDUCTOR CORP | LSCC | 113,466 | $5.6M | 0.23% |
| 97 | TOWER SEMICONDUCTOR LTD | TSEM | 124,980 | $5.4M | 0.22% |
| 98 | LENZ THERAPEUTICS INC | LENZ | 183,252 | $5.4M | 0.22% |
| 99 | PROS HOLDINGS INC | 74346Y103 | 341,738 | $5.4M | 0.22% |
| 100 | EDGEWISE THERAPEUTICS INC | EWTX | 405,478 | $5.3M | 0.22% |
| 101 | SOLENO THERAPEUTICS INC | SLNO | 59,977 | $5.0M | 0.20% |
| 102 | ZYMEWORKS INC | ZYME | 380,783 | $4.8M | 0.19% |
| 103 | CERTARA INC | CERT | 405,068 | $4.7M | 0.19% |
| 104 | CORVEL CORP | CRVL | 43,877 | $4.5M | 0.18% |
| 105 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 556,559 | $4.5M | 0.18% |
| 106 | REVOLUTION MEDICINES INC | RVMDW | 121,780 | $4.5M | 0.18% |
| 107 | QUALYS INC | QLYS | 30,416 | $4.3M | 0.18% |
| 108 | MERUS N V | N5749R100 | 80,619 | $4.2M | 0.17% |
| 109 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 43,352 | $4.0M | 0.16% |
| 110 | ARCUS BIOSCIENCES INC | RCUS | 490,613 | $4.0M | 0.16% |
| 111 | SUMMIT THERAPEUTICS INC | SMMT | 185,640 | $4.0M | 0.16% |
| 112 | BOOT BARN HLDGS INC | BOOT | 25,493 | $3.9M | 0.16% |
| 113 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 80,362 | $3.8M | 0.15% |
| 114 | EXLSERVICE HOLDINGS INC | EXLS | 86,430 | $3.8M | 0.15% |
| 115 | IMMUNOME INC | IMNM | 392,751 | $3.7M | 0.15% |
| 116 | BRIDGEBIO PHARMA INC | BBIO | 82,690 | $3.6M | 0.15% |
| 117 | CELLEBRITE DI LTD | CLBT | 217,573 | $3.5M | 0.14% |
| 118 | IMMUNOVANT INC | IMVT | 213,088 | $3.4M | 0.14% |
| 119 | ONTO INNOVATION INC | ONTO | 33,758 | $3.4M | 0.14% |
| 120 | SPIRE GLOBAL INC | SPIR | 282,333 | $3.4M | 0.14% |
| 121 | NATERA INC | NTRA | 19,371 | $3.3M | 0.13% |
| 122 | EYEPOINT PHARMACEUTICALS INC | EYPT | 340,984 | $3.2M | 0.13% |
| 123 | ANAPTYSBIO INC | ANABV | 131,655 | $2.9M | 0.12% |
| 124 | COLUMBUS MCKINNON CORP N Y | CMCO | 184,535 | $2.8M | 0.11% |
| 125 | PROTHENA CORP PLC | PRTA | 461,082 | $2.8M | 0.11% |
| 126 | AGILYSYS INC | AGYS | 24,252 | $2.8M | 0.11% |
| 127 | RHYTHM PHARMACEUTICALS INC | RYTM | 41,172 | $2.6M | 0.11% |
| 128 | SCHOLAR ROCK HLDG CORP | SRRK | 73,375 | $2.6M | 0.11% |
| 129 | SILICON LABORATORIES INC | SLAB | 17,350 | $2.6M | 0.10% |
| 130 | CELESTICA INC | CLS | 15,619 | $2.4M | 0.10% |
| 131 | INTERDIGITAL INC | IDCC | 10,816 | $2.4M | 0.10% |
| 132 | TAYSHA GENE THERAPIES INC | TSHA | 958,493 | $2.2M | 0.09% |
| 133 | UNIVERSAL TECHNICAL INST INC | UTI | 59,825 | $2.0M | 0.08% |
| 134 | WEAVE COMMUNICATIONS INC | WEAV | 236,365 | $2.0M | 0.08% |
| 135 | IRHYTHM TECHNOLOGIES INC | IRTC | 12,664 | $1.9M | 0.08% |
| 136 | VERTEX INC | VERX | 54,428 | $1.9M | 0.08% |
| 137 | AVEPOINT INC | AVPT | 99,393 | $1.9M | 0.08% |
| 138 | COMMVAULT SYS INC | CVLT | 10,795 | $1.9M | 0.08% |
| 139 | LINDBLAD EXPEDITIONS HLDGS I | LIND | 160,130 | $1.9M | 0.08% |
| 140 | OWLET INC | OWLTW | 216,133 | $1.8M | 0.07% |
| 141 | ADTRAN HOLDINGS INC | ADTN | 200,320 | $1.8M | 0.07% |
| 142 | AGIOS PHARMACEUTICALS INC | AGIO | 41,886 | $1.4M | 0.06% |
| 143 | GENEDX HOLDINGS CORP | WGSWW | 11,550 | $1.1M | 0.04% |
| 144 | FIRSTSERVICE CORP NEW | FSV | 4,792 | $836,779 | 0.03% |
| 145 | GOOSEHEAD INS INC | GSHD | 7,356 | $776,132 | 0.03% |
| 146 | ARTERIS INC | AIP | 75,284 | $717,457 | 0.03% |
| 147 | HARVARD BIOSCIENCE INC | HBIO | 1,501,508 | $666,369 | 0.03% |
| 148 | CEVA INC | CEVA | 26,218 | $576,272 | 0.02% |
| 149 | PURSUIT ATTRACTIONS AND HOSP | 92552R406 | 19,617 | $565,558 | 0.02% |
| 150 | IRADIMED CORP | IRMD | 7,506 | $448,784 | 0.02% |
| 151 | SURO CAPITAL CORP | SSSSL | 34,599 | $284,058 | 0.01% |
| 152 | AZENTA INC | AZTA | 8,122 | $249,995 | 0.01% |
| 153 | REDWIRE CORPORATION | RDW | 14,270 | $232,601 | 0.01% |