13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001398344-25-020897
Total Value
$2.44B
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PORCH GROUP INC | PRCH | 9,636,692 | $161.7M | 6.62% |
| 2 | GENIUS SPORTS LIMITED | GENI | 7,977,172 | $98.8M | 4.04% |
| 3 | ODDITY TECH LTD | ODD | 1,506,457 | $93.9M | 3.84% |
| 4 | MAGNITE INC | MGNI | 3,873,179 | $84.4M | 3.45% |
| 5 | VICTORY CAP HLDGS INC | 92645B103 | 1,198,560 | $77.6M | 3.18% |
| 6 | COMFORT SYS USA INC | 199908104 | 92,772 | $76.6M | 3.13% |
| 7 | INDIE SEMICONDUCTOR INC | INDI | 17,474,795 | $71.1M | 2.91% |
| 8 | CARPENTER TECHNOLOGY CORP | CRS | 269,437 | $66.2M | 2.71% |
| 9 | AXON ENTERPRISE INC | AXON | 77,451 | $55.6M | 2.28% |
| 10 | CENTRUS ENERGY CORP | LEU | 168,660 | $52.3M | 2.14% |
| 11 | SPORTRADAR GROUP AG | SRAD | 1,893,741 | $50.9M | 2.09% |
| 12 | CELLEBRITE DI LTD | CLBT | 2,629,299 | $48.7M | 1.99% |
| 13 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,693,195 | $46.7M | 1.91% |
| 14 | SEMTECH CORP | SMTC | 641,492 | $45.8M | 1.88% |
| 15 | TOAST INC | TOST | 1,237,612 | $45.2M | 1.85% |
| 16 | FTAI AVIATION LTD | FTAIN | 267,372 | $44.6M | 1.83% |
| 17 | GLOBAL E ONLINE LTD | GLBE | 1,221,221 | $43.7M | 1.79% |
| 18 | SPS COMM INC | SPSC | 396,780 | $41.3M | 1.69% |
| 19 | KURA SUSHI USA INC | KRUS | 671,012 | $39.9M | 1.63% |
| 20 | COMPASS INC | COMP | 4,806,314 | $38.6M | 1.58% |
| 21 | DIGITAL TURBINE INC | APPS | 5,713,937 | $36.6M | 1.50% |
| 22 | MAREX GROUP PLC | MRX | 1,054,954 | $35.5M | 1.45% |
| 23 | PHREESIA INC | PHR | 1,380,626 | $32.5M | 1.33% |
| 24 | NEXTRACKER INC | NXT | 415,166 | $30.7M | 1.26% |
| 25 | AMERESCO INC | AMRC | 890,072 | $29.9M | 1.22% |
| 26 | CASELLA WASTE SYS INC | CWST | 314,344 | $29.8M | 1.22% |
| 27 | ARCHER AVIATION INC | ACHR-WT | 2,940,100 | $28.2M | 1.15% |
| 28 | MODINE MFG CO | 607828100 | 186,914 | $26.6M | 1.09% |
| 29 | KORNIT DIGITAL LTD | KRNT | 1,955,150 | $26.4M | 1.08% |
| 30 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,667,332 | $26.1M | 1.07% |
| 31 | STEPSTONE GROUP INC | STEP | 381,455 | $24.9M | 1.02% |
| 32 | RAMBUS INC DEL | RMBS | 238,443 | $24.8M | 1.02% |
| 33 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,244,466 | $24.7M | 1.01% |
| 34 | COSTAR GROUP INC | CSGP | 270,166 | $22.8M | 0.93% |
| 35 | DESCARTES SYS GROUP INC | 249906108 | 215,944 | $20.3M | 0.83% |
| 36 | SILICON MOTION TECHNOLOGY CO | SIMO | 207,758 | $19.7M | 0.81% |
| 37 | RBC BEARINGS INC | RBC | 45,850 | $17.9M | 0.73% |
| 38 | ENOVIX CORPORATION | ENVX | 1,749,649 | $17.4M | 0.71% |
| 39 | GATES INDL CORP PLC | G39108108 | 682,310 | $16.9M | 0.69% |
| 40 | TRANSCAT INC | TRNS | 228,565 | $16.7M | 0.68% |
| 41 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 458,594 | $16.7M | 0.68% |
| 42 | SUNOPTA INC | STKL | 2,728,251 | $16.0M | 0.65% |
| 43 | EXACT SCIENCES CORP | 30063P105 | 281,918 | $15.4M | 0.63% |
| 44 | SI-BONE INC | SIBN | 1,039,649 | $15.3M | 0.63% |
| 45 | SHIFT4 PMTS INC | 82452J109 | 196,810 | $15.2M | 0.62% |
| 46 | TEXAS CAP BANCSHARES INC | 88224Q107 | 169,790 | $14.4M | 0.59% |
| 47 | ORTHOPEDIATRICS CORP | KIDS | 759,951 | $14.1M | 0.58% |
| 48 | E L F BEAUTY INC | ELF | 98,837 | $13.1M | 0.54% |
| 49 | TOWER SEMICONDUCTOR LTD | TSEM | 178,188 | $12.9M | 0.53% |
| 50 | NUTANIX INC | NTNX | 173,109 | $12.9M | 0.53% |
| 51 | BEL FUSE INC | BELFB | 87,310 | $12.3M | 0.50% |
| 52 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 83,925 | $12.2M | 0.50% |
| 53 | CECO ENVIRONMENTAL CORP | CECO | 234,699 | $12.0M | 0.49% |
| 54 | QXO INC | QXO-PB | 620,819 | $11.8M | 0.48% |
| 55 | MATERION CORP | MTRN | 94,276 | $11.4M | 0.47% |
| 56 | HUBSPOT INC | HUBS | 24,057 | $11.3M | 0.46% |
| 57 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 283,571 | $11.0M | 0.45% |
| 58 | ALIGNMENT HEALTHCARE INC | ALHC | 580,729 | $10.1M | 0.41% |
| 59 | BIOLIFE SOLUTIONS INC | BLFS | 392,096 | $10.0M | 0.41% |
| 60 | AGILYSYS INC | AGYS | 94,224 | $9.9M | 0.41% |
| 61 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 401,759 | $9.9M | 0.41% |
| 62 | OKTA INC | OKTA | 105,403 | $9.7M | 0.40% |
| 63 | ONTO INNOVATION INC | ONTO | 74,122 | $9.6M | 0.39% |
| 64 | VARONIS SYS INC | VRNS | 164,132 | $9.4M | 0.39% |
| 65 | REPLIGEN CORP | RGEN | 69,871 | $9.3M | 0.38% |
| 66 | LENZ THERAPEUTICS INC | LENZ | 191,397 | $8.9M | 0.37% |
| 67 | JBT MAREL CORPORATION | JBTM | 63,365 | $8.9M | 0.36% |
| 68 | VEECO INSTRS INC DEL | 922417100 | 292,247 | $8.9M | 0.36% |
| 69 | SHARKNINJA INC | SN | 85,589 | $8.8M | 0.36% |
| 70 | KLAVIYO INC | KVYO | 310,879 | $8.6M | 0.35% |
| 71 | BRIDGEBIO PHARMA INC | BBIO | 161,278 | $8.4M | 0.34% |
| 72 | COMMVAULT SYS INC | CVLT | 41,879 | $7.9M | 0.32% |
| 73 | JFROG LTD | FROG | 164,475 | $7.8M | 0.32% |
| 74 | SOLENO THERAPEUTICS INC | SLNO | 109,253 | $7.4M | 0.30% |
| 75 | EXLSERVICE HOLDINGS INC | EXLS | 165,993 | $7.3M | 0.30% |
| 76 | VERTEX INC | VERX | 289,309 | $7.2M | 0.29% |
| 77 | ALKAMI TECHNOLOGY INC | ALKT | 270,164 | $6.7M | 0.27% |
| 78 | KINSALE CAP GROUP INC | 49714P108 | 15,622 | $6.6M | 0.27% |
| 79 | ACV AUCTIONS INC | ACVA | 651,344 | $6.5M | 0.26% |
| 80 | ARTERIS INC | AIP | 621,625 | $6.3M | 0.26% |
| 81 | MERUS N V | N5749R100 | 66,208 | $6.2M | 0.26% |
| 82 | ARCUS BIOSCIENCES INC | RCUS | 455,596 | $6.2M | 0.25% |
| 83 | SYNDAX PHARMACEUTICALS INC | SNDX | 396,336 | $6.1M | 0.25% |
| 84 | BOOT BARN HLDGS INC | BOOT | 36,656 | $6.1M | 0.25% |
| 85 | STOKE THERAPEUTICS INC | STOK | 253,899 | $6.0M | 0.24% |
| 86 | INTELLIA THERAPEUTICS INC | NTLA | 342,586 | $5.9M | 0.24% |
| 87 | ZYMEWORKS INC | ZYME | 345,331 | $5.9M | 0.24% |
| 88 | NPK INTERNATIONAL INC | NPKI | 499,940 | $5.7M | 0.23% |
| 89 | REVOLUTION MEDICINES INC | RVMDW | 118,692 | $5.5M | 0.23% |
| 90 | EDGEWISE THERAPEUTICS INC | EWTX | 339,617 | $5.5M | 0.23% |
| 91 | ADTRAN HOLDINGS INC | ADTN | 582,490 | $5.5M | 0.22% |
| 92 | LUMENTUM HLDGS INC | LITE | 32,881 | $5.4M | 0.22% |
| 93 | APOGEE THERAPEUTICS INC | APGE | 132,400 | $5.3M | 0.22% |
| 94 | CERTARA INC | CERT | 425,999 | $5.2M | 0.21% |
| 95 | POWELL INDS INC | 739128106 | 16,764 | $5.1M | 0.21% |
| 96 | NOVA LTD | NVMI | 15,728 | $5.0M | 0.21% |
| 97 | RHYTHM PHARMACEUTICALS INC | RYTM | 49,728 | $5.0M | 0.21% |
| 98 | IMMUNOME INC | IMNM | 426,219 | $5.0M | 0.20% |
| 99 | VIKING THERAPEUTICS INC | VKTX | 189,529 | $5.0M | 0.20% |
| 100 | EYEPOINT PHARMACEUTICALS INC | EYPT | 347,892 | $5.0M | 0.20% |
| 101 | SCHOLAR ROCK HLDG CORP | SRRK | 129,914 | $4.8M | 0.20% |
| 102 | MAYVILLE ENGR CO INC | 578605107 | 349,267 | $4.8M | 0.20% |
| 103 | GREEN BRICK PARTNERS INC | GRBK-PA | 61,870 | $4.6M | 0.19% |
| 104 | ANAPTYSBIO INC | ANABV | 147,773 | $4.5M | 0.19% |
| 105 | LIGAND PHARMACEUTICALS INC | LGNZZ | 24,962 | $4.4M | 0.18% |
| 106 | OWLET INC | OWLTW | 509,904 | $4.3M | 0.18% |
| 107 | IMMUNOVANT INC | IMVT | 266,221 | $4.3M | 0.18% |
| 108 | WILLSCOT HLDGS CORP | WSC | 200,447 | $4.2M | 0.17% |
| 109 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 440,926 | $4.2M | 0.17% |
| 110 | COGENT COMMUNICATIONS HLDGS | CCOI | 108,989 | $4.2M | 0.17% |
| 111 | UNIVERSAL TECHNICAL INST INC | UTI | 124,246 | $4.0M | 0.17% |
| 112 | CONFLUENT INC | 20717M103 | 191,479 | $3.8M | 0.16% |
| 113 | TAYSHA GENE THERAPIES INC | TSHA | 1,116,629 | $3.7M | 0.15% |
| 114 | CIENA CORP | CIEN | 24,612 | $3.6M | 0.15% |
| 115 | XENON PHARMACEUTICALS INC | XENE | 87,470 | $3.5M | 0.14% |
| 116 | NATERA INC | NTRA | 20,419 | $3.3M | 0.13% |
| 117 | ARLO TECHNOLOGIES INC | ARLO | 192,918 | $3.3M | 0.13% |
| 118 | CYTOKINETICS INC | CYTK | 53,550 | $2.9M | 0.12% |
| 119 | XERIS BIOPHARMA HOLDINGS INC | XERS | 350,168 | $2.9M | 0.12% |
| 120 | CORVEL CORP | CRVL | 35,151 | $2.7M | 0.11% |
| 121 | INTERDIGITAL INC | IDCC | 7,455 | $2.6M | 0.11% |
| 122 | IRHYTHM TECHNOLOGIES INC | IRTC | 14,940 | $2.6M | 0.11% |
| 123 | GENEDX HOLDINGS CORP | WGSWW | 23,709 | $2.6M | 0.10% |
| 124 | LATTICE SEMICONDUCTOR CORP | LSCC | 34,838 | $2.6M | 0.10% |
| 125 | MONTROSE ENVIRONMENTAL GROUP | MEG | 90,740 | $2.5M | 0.10% |
| 126 | CELCUITY INC | CELC | 49,281 | $2.4M | 0.10% |
| 127 | LINDBLAD EXPEDITIONS HLDGS I | LIND | 187,797 | $2.4M | 0.10% |
| 128 | DAVE INC | 23834J201 | 12,037 | $2.4M | 0.10% |
| 129 | NEXXEN INTL LTD | M8T80P204 | 241,710 | $2.2M | 0.09% |
| 130 | NETSKOPE INC | NTSK | 97,096 | $2.2M | 0.09% |
| 131 | BWX TECHNOLOGIES INC | BWXT | 10,527 | $1.9M | 0.08% |
| 132 | INSMED INC | INSM | 13,402 | $1.9M | 0.08% |
| 133 | WEAVE COMMUNICATIONS INC | WEAV | 264,398 | $1.8M | 0.07% |
| 134 | SWEETGREEN INC | SG | 214,411 | $1.7M | 0.07% |
| 135 | BETA BIONICS INC | BBNX | 85,741 | $1.7M | 0.07% |
| 136 | OPTIMIZERX CORP | OPRX | 71,046 | $1.5M | 0.06% |
| 137 | SILICON LABORATORIES INC | SLAB | 9,756 | $1.3M | 0.05% |
| 138 | TECOGEN INC NEW | TGEN | 112,338 | $989,698 | 0.04% |
| 139 | 908 DEVICES INC | MASS | 64,338 | $563,601 | 0.02% |
| 140 | IRADIMED CORP | IRMD | 6,615 | $470,723 | 0.02% |
| 141 | CEVA INC | CEVA | 17,731 | $468,276 | 0.02% |
| 142 | SURO CAPITAL CORP | SSSSL | 34,599 | $311,391 | 0.01% |
| 143 | CHEFS WHSE INC | 163086101 | 5,131 | $299,291 | 0.01% |
| 144 | AZENTA INC | AZTA | 9,748 | $279,963 | 0.01% |
| 145 | HARVARD BIOSCIENCE INC | HBIO | 603,519 | $264,643 | 0.01% |
| 146 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 14,078 | $104,318 | 0.00% |