13F HOLDINGS REPORT
Granahan Investment Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001398344-26-003202
Total Value
$2.34B
Positions
157
Other Managers
0
Confidential Omitted
No
Holdings (157)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PORCH GROUP INC | PRCH | 11,590,428 | $105.8M | 4.53% |
| 2 | GENIUS SPORTS LIMITED | GENI | 7,853,872 | $86.5M | 3.71% |
| 3 | CARPENTER TECHNOLOGY CORP | CRS | 267,175 | $84.1M | 3.60% |
| 4 | FTAI AVIATION LTD | FTAIN | 347,365 | $68.4M | 2.93% |
| 5 | VICTORY CAP HLDGS INC | 92645B103 | 1,075,202 | $67.8M | 2.90% |
| 6 | ODDITY TECH LTD | ODD | 1,523,204 | $61.2M | 2.62% |
| 7 | INDIE SEMICONDUCTOR INC | INDI | 17,216,584 | $60.8M | 2.60% |
| 8 | CELLEBRITE DI LTD | CLBT | 3,057,018 | $55.1M | 2.36% |
| 9 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,617,630 | $53.3M | 2.28% |
| 10 | MAREX GROUP PLC | MRX | 1,376,993 | $52.8M | 2.26% |
| 11 | MAGNITE INC | MGNI | 3,115,930 | $50.6M | 2.17% |
| 12 | GLOBAL E ONLINE LTD | GLBE | 1,191,892 | $46.9M | 2.01% |
| 13 | LIFE TIME GROUP HOLDINGS INC | LTH | 1,659,572 | $44.1M | 1.89% |
| 14 | MODINE MFG CO | 607828100 | 326,474 | $43.6M | 1.87% |
| 15 | AXON ENTERPRISE INC | AXON | 75,714 | $43.0M | 1.84% |
| 16 | KURA SUSHI USA INC | KRUS | 787,108 | $41.2M | 1.76% |
| 17 | PHREESIA INC | PHR | 2,399,613 | $40.6M | 1.74% |
| 18 | SPORTRADAR GROUP AG | SRAD | 1,670,471 | $39.7M | 1.70% |
| 19 | KORNIT DIGITAL LTD | KRNT | 2,569,663 | $37.0M | 1.58% |
| 20 | TOAST INC | TOST | 1,037,146 | $36.8M | 1.58% |
| 21 | NEXTPOWER INC | NXT | 384,710 | $33.5M | 1.44% |
| 22 | COMPASS INC | COMP | 3,136,223 | $33.1M | 1.42% |
| 23 | DIGITAL TURBINE INC | APPS | 6,349,463 | $31.7M | 1.36% |
| 24 | ONTO INNOVATION INC | ONTO | 196,642 | $31.0M | 1.33% |
| 25 | SEMTECH CORP | SMTC | 418,227 | $30.8M | 1.32% |
| 26 | FIGURE TECHNOLOGY SOLUTIO | FGRS | 665,518 | $27.2M | 1.16% |
| 27 | CASELLA WASTE SYS INC | CWST | 257,715 | $25.2M | 1.08% |
| 28 | AMERESCO INC | AMRC | 848,007 | $24.8M | 1.06% |
| 29 | RAMBUS INC DEL | RMBS | 265,516 | $24.4M | 1.04% |
| 30 | COMFORT SYS USA INC | 199908104 | 26,035 | $24.3M | 1.04% |
| 31 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,451,237 | $21.9M | 0.94% |
| 32 | RBC BEARINGS INC | RBC | 48,757 | $21.9M | 0.94% |
| 33 | SILICON MOTION TECHNOLOGY CO | SIMO | 229,129 | $21.2M | 0.91% |
| 34 | KLAVIYO INC | KVYO | 605,271 | $19.7M | 0.84% |
| 35 | WEALTHFRONT CORP | WLTH | 1,386,092 | $18.8M | 0.81% |
| 36 | STEPSTONE GROUP INC | STEP | 288,709 | $18.5M | 0.79% |
| 37 | CENTRUS ENERGY CORP | LEU | 75,235 | $18.3M | 0.78% |
| 38 | STERLING INFRASTRUCTURE INC | STRL | 59,148 | $18.1M | 0.78% |
| 39 | GATES INDL CORP PLC | G39108108 | 834,723 | $17.9M | 0.77% |
| 40 | SI-BONE INC | SIBN | 880,155 | $17.4M | 0.74% |
| 41 | MATERION CORP | MTRN | 138,226 | $17.2M | 0.74% |
| 42 | TTM TECHNOLOGIES INC | TTMI | 247,375 | $17.1M | 0.73% |
| 43 | TEXAS CAP BANCSHARES INC | 88224Q107 | 178,369 | $16.1M | 0.69% |
| 44 | QXO INC | QXO-PB | 799,612 | $15.4M | 0.66% |
| 45 | HUBSPOT INC | HUBS | 37,831 | $15.2M | 0.65% |
| 46 | ALIGNMENT HEALTHCARE INC | ALHC | 749,487 | $14.8M | 0.63% |
| 47 | UNUSUAL MACHS INC | 91532F102 | 1,154,505 | $14.7M | 0.63% |
| 48 | ENOVIX CORPORATION | ENVX | 1,964,565 | $14.4M | 0.61% |
| 49 | CAVA GROUP INC | CAVA | 230,803 | $13.5M | 0.58% |
| 50 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 91,770 | $13.2M | 0.57% |
| 51 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 316,213 | $13.0M | 0.56% |
| 52 | ARCHER AVIATION INC | ACHR-WT | 1,713,170 | $12.9M | 0.55% |
| 53 | SHARKNINJA INC | SN | 112,863 | $12.6M | 0.54% |
| 54 | BETA TECHNOLOGIES INC | BETA | 438,351 | $12.4M | 0.53% |
| 55 | REPLIGEN CORP | RGEN | 72,002 | $11.8M | 0.51% |
| 56 | ORTHOPEDIATRICS CORP | KIDS | 663,981 | $11.8M | 0.50% |
| 57 | BIOLIFE SOLUTIONS INC | BLFS | 482,356 | $11.7M | 0.50% |
| 58 | UNIVERSAL TECHNICAL INST INC | UTI | 439,252 | $11.5M | 0.49% |
| 59 | OWLET INC | OWLTW | 686,749 | $11.1M | 0.48% |
| 60 | TRANSCAT INC | TRNS | 191,580 | $10.9M | 0.47% |
| 61 | LUMENTUM HLDGS INC | LITE | 28,498 | $10.5M | 0.45% |
| 62 | SUNOPTA INC | STKL | 2,670,652 | $10.1M | 0.43% |
| 63 | XERIS BIOPHARMA HOLDINGS INC | XERS | 1,223,404 | $9.6M | 0.41% |
| 64 | JFROG LTD | FROG | 150,580 | $9.4M | 0.40% |
| 65 | JBT MAREL CORPORATION | JBTM | 62,044 | $9.3M | 0.40% |
| 66 | IMMUNOME INC | IMNM | 435,123 | $9.3M | 0.40% |
| 67 | CELCUITY INC | CELC | 87,032 | $8.7M | 0.37% |
| 68 | HEALTHEQUITY INC | HQY | 91,020 | $8.3M | 0.36% |
| 69 | VIKING THERAPEUTICS INC | VKTX | 235,586 | $8.3M | 0.35% |
| 70 | REVOLUTION MEDICINES INC | RVMDW | 99,194 | $7.9M | 0.34% |
| 71 | NUTANIX INC | NTNX | 152,001 | $7.9M | 0.34% |
| 72 | BRIDGEBIO PHARMA INC | BBIO | 101,805 | $7.8M | 0.33% |
| 73 | SYNDAX PHARMACEUTICALS INC | SNDX | 366,793 | $7.7M | 0.33% |
| 74 | KINSALE CAP GROUP INC | 49714P108 | 19,686 | $7.7M | 0.33% |
| 75 | APOGEE THERAPEUTICS INC | APGE | 94,720 | $7.1M | 0.31% |
| 76 | LIGHTPATH TECHNOLOGIES INC | LPTH | 656,020 | $7.1M | 0.30% |
| 77 | BOOT BARN HLDGS INC | BOOT | 39,495 | $7.0M | 0.30% |
| 78 | NPK INTERNATIONAL INC | NPKI | 580,447 | $6.9M | 0.30% |
| 79 | VITAL FARMS INC | VITL | 216,551 | $6.9M | 0.30% |
| 80 | LENZ THERAPEUTICS INC | LENZ | 431,100 | $6.9M | 0.30% |
| 81 | AZENTA INC | AZTA | 204,676 | $6.8M | 0.29% |
| 82 | SCHOLAR ROCK HLDG CORP | SRRK | 153,769 | $6.8M | 0.29% |
| 83 | EYEPOINT INC | EYPT | 366,675 | $6.7M | 0.29% |
| 84 | TOWER SEMICONDUCTOR LTD | TSEM | 56,795 | $6.7M | 0.29% |
| 85 | CECO ENVIRONMENTAL CORP | CECO | 108,889 | $6.5M | 0.28% |
| 86 | MP MATERIALS CORP | MP | 128,417 | $6.5M | 0.28% |
| 87 | VEECO INSTRS INC DEL | 922417100 | 223,278 | $6.4M | 0.27% |
| 88 | SOLENO THERAPEUTICS INC | SLNO | 137,592 | $6.4M | 0.27% |
| 89 | COSTAR GROUP INC | CSGP | 91,929 | $6.2M | 0.26% |
| 90 | ALKAMI TECHNOLOGY INC | ALKT | 265,266 | $6.1M | 0.26% |
| 91 | ANAPTYSBIO INC | ANABV | 125,855 | $6.1M | 0.26% |
| 92 | STOKE THERAPEUTICS INC | STOK | 191,397 | $6.1M | 0.26% |
| 93 | ZYMEWORKS INC | ZYME | 224,408 | $5.9M | 0.25% |
| 94 | IMMUNOVANT INC | IMVT | 230,188 | $5.9M | 0.25% |
| 95 | EXACT SCIENCES CORP | 30063P105 | 57,212 | $5.8M | 0.25% |
| 96 | EDGEWISE THERAPEUTICS INC | EWTX | 232,295 | $5.8M | 0.25% |
| 97 | RHYTHM PHARMACEUTICALS INC | RYTM | 53,452 | $5.7M | 0.24% |
| 98 | WILLSCOT HLDGS CORP | WSC | 297,852 | $5.6M | 0.24% |
| 99 | COMMVAULT SYS INC | CVLT | 44,706 | $5.6M | 0.24% |
| 100 | E L F BEAUTY INC | ELF | 73,239 | $5.6M | 0.24% |
| 101 | FABRINET | FN | 11,877 | $5.4M | 0.23% |
| 102 | CYTOKINETICS INC | CYTK | 82,121 | $5.2M | 0.22% |
| 103 | CORE SCIENTIFIC INC NEW | 21874A106 | 350,956 | $5.1M | 0.22% |
| 104 | BEL FUSE INC | BELFB | 29,884 | $5.1M | 0.22% |
| 105 | AGILYSYS INC | AGYS | 42,257 | $5.0M | 0.22% |
| 106 | MAYVILLE ENGR CO INC | 578605107 | 267,762 | $5.0M | 0.21% |
| 107 | LINDBLAD EXPEDITIONS HLDGS I | LIND | 345,574 | $5.0M | 0.21% |
| 108 | MONTROSE ENVIRONMENTAL GROUP | MEG | 199,317 | $4.9M | 0.21% |
| 109 | LIGAND PHARMACEUTICALS INC | LGNZZ | 26,050 | $4.9M | 0.21% |
| 110 | RIGETTI COMPUTING INC | RGTIW | 221,227 | $4.9M | 0.21% |
| 111 | IONQ INC | IONQ-WT | 106,722 | $4.8M | 0.21% |
| 112 | ARLO TECHNOLOGIES INC | ARLO | 338,382 | $4.7M | 0.20% |
| 113 | COGENT COMMUNICATIONS HLDGS | CCOI | 217,025 | $4.7M | 0.20% |
| 114 | NOVA LTD | NVMI | 13,783 | $4.5M | 0.19% |
| 115 | LATTICE SEMICONDUCTOR CORP | LSCC | 59,428 | $4.4M | 0.19% |
| 116 | GRAIL INC | GRAL | 50,508 | $4.3M | 0.19% |
| 117 | CHEFS WHSE INC | 163086101 | 68,823 | $4.3M | 0.18% |
| 118 | OKTA INC | OKTA | 49,152 | $4.3M | 0.18% |
| 119 | SILICON LABORATORIES INC | SLAB | 32,019 | $4.2M | 0.18% |
| 120 | XENON PHARMACEUTICALS INC | XENE | 92,778 | $4.2M | 0.18% |
| 121 | CERTARA INC | CERT | 460,797 | $4.1M | 0.17% |
| 122 | ARCUS BIOSCIENCES INC | RCUS | 169,940 | $4.0M | 0.17% |
| 123 | NUVALENT INC | NUVL | 40,211 | $4.0M | 0.17% |
| 124 | GENEDX HOLDINGS CORP | WGSWW | 30,910 | $4.0M | 0.17% |
| 125 | CORVEL CORP | CRVL | 58,679 | $4.0M | 0.17% |
| 126 | TAYSHA GENE THERAPIES INC | TSHA | 703,971 | $3.9M | 0.17% |
| 127 | BETA BIONICS INC | BBNX | 121,246 | $3.7M | 0.16% |
| 128 | ARTERIS INC | AIP | 236,896 | $3.7M | 0.16% |
| 129 | NETSKOPE INC | NTSK | 202,461 | $3.6M | 0.15% |
| 130 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 363,482 | $3.1M | 0.13% |
| 131 | VERTEX INC | VERX | 150,299 | $3.0M | 0.13% |
| 132 | BWX TECHNOLOGIES INC | BWXT | 17,355 | $3.0M | 0.13% |
| 133 | DESCARTES SYS GROUP INC | 249906108 | 33,237 | $2.9M | 0.12% |
| 134 | CHIME FINL INC | 16935C109 | 115,755 | $2.9M | 0.12% |
| 135 | VARONIS SYS INC | VRNS | 84,421 | $2.8M | 0.12% |
| 136 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 198,307 | $2.6M | 0.11% |
| 137 | IRHYTHM TECHNOLOGIES INC | IRTC | 14,377 | $2.6M | 0.11% |
| 138 | SPS COMM INC | SPSC | 28,004 | $2.5M | 0.11% |
| 139 | REDWIRE CORPORATION | RDW | 316,942 | $2.4M | 0.10% |
| 140 | UNITED STATES ANTIMONY CORP | UAMY | 478,991 | $2.4M | 0.10% |
| 141 | ALLEGRO MICROSYSTEMS INC | ALGM | 89,857 | $2.4M | 0.10% |
| 142 | WEAVE COMMUNICATIONS INC | WEAV | 280,610 | $2.1M | 0.09% |
| 143 | TALKSPACE INC | TALKW | 581,666 | $2.1M | 0.09% |
| 144 | EXLSERVICE HOLDINGS INC | EXLS | 48,206 | $2.0M | 0.09% |
| 145 | ELECTROVAYA INC | ELVA | 194,961 | $1.5M | 0.07% |
| 146 | OPTIMIZERX CORP | OPRX | 117,122 | $1.4M | 0.06% |
| 147 | RED CAT HLDGS INC | RCAT | 132,572 | $1.1M | 0.05% |
| 148 | TECOGEN INC NEW | TGEN | 177,822 | $878,441 | 0.04% |
| 149 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 64,382 | $507,974 | 0.02% |
| 150 | 908 DEVICES INC | MASS | 91,141 | $478,490 | 0.02% |
| 151 | ADTRAN HOLDINGS INC | ADTN | 54,840 | $476,560 | 0.02% |
| 152 | IRADIMED CORP | IRMD | 4,892 | $475,894 | 0.02% |
| 153 | CEVA INC | CEVA | 20,269 | $436,189 | 0.02% |
| 154 | DAVE INC | 23834J201 | 1,911 | $423,115 | 0.02% |
| 155 | CRYOPORT INC | CYRX | 40,200 | $385,920 | 0.02% |
| 156 | ISHARES TR | 464287648 | 1,126 | $363,709 | 0.02% |
| 157 | SURO CAPITAL CORP | SSSSL | 21,549 | $203,423 | 0.01% |