Granahan Investment Management, LLC
13F Reported Value
ⓘ$2.1B
Holdings
149
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Granahan Investment Management, LLC disclosed 149 positions worth $2.1B in its Form 13F-HR for Q1 2026, led by $CRS (CARPENTER TECHNOLOGY CORP) at 4.6% of the equity portfolio, followed by $PRCH and $FTAI. During the quarter the fund opened 17 new positions and exited 25 — including a new stake in $FPS and a full exit from $ODD. The portfolio is most concentrated in Technology (34.6% of disclosed assets). All figures are sourced directly from Granahan Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1026710.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 69.9#343
Quality
$94.4M239,469 sh - 38.7#2,000
Quality
$90.9M12,674,987 sh - —
Quality
$83.4M340,317 sh - 48.8
Quality
$81.8M377,586 sh - 75.5
Quality
$71.2M1,087,315 sh - 23.5
Quality
$65.3M20,283,839 sh - —
Quality
$60.6M2,071,084 sh - —
Quality
$54.6M1,223,750 sh - 74.8
Quality
$51.2M424,434 sh - 41.4
Quality
$42.4M607,917 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARPENTER TECHNOLOGY CORP$CRS | 69.9#343 | $94.4M | 239,469 |
 Porch Group, Inc.$PRCH | 38.7#2,000 | $90.9M | 12,674,987 |
 FTAI Aviation Ltd.$FTAI | — | $83.4M | 340,317 |
 MODINE MANUFACTURING CO$MOD | 48.8 | $81.8M | 377,586 |
 Victory Capital Holdings, Inc.$VCTR | 75.5 | $71.2M | 1,087,315 |
 indie Semiconductor, Inc.$INDI | 23.5 | $65.3M | 20,283,839 |
 Forgent Power Solutions, Inc.$FPS | — | $60.6M | 2,071,084 |
 Marex Group Ltd$MRX | — | $54.6M | 1,223,750 |
 Nextpower Inc.$NXT | 74.8 | $51.2M | 424,434 |
 KURA SUSHI USA, INC.$KRUS | 41.4 | $42.4M | 607,917 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Granahan Investment Management, LLC's 149 positions.
Showing top 10 of 149 holdings.
Sector Allocation
Technology
$715.6M
Industrials
$479.3M
Healthcare
$261.8M
Financials
$244.7M
Consumer Discretionary
$135.7M
Materials
$122.1M
Communication Services
$62.2M
Utilities
$19.9M
Full Holdings — Granahan Investment Management, LLC (Q1 2026)
All 149 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CRS | CARPENTER TECHNOLOGY CORP | $94.4M | 4.6% | -10% | 69.9 |
| 2 | $PRCH | Porch Group, Inc. | $90.9M | 4.4% | +9% | 38.7 |
| 3 | $FTAI | FTAI Aviation Ltd. | $83.4M | 4.0% | -2% | — |
| 4 | $MOD | MODINE MANUFACTURING CO | $81.8M | 4.0% | +16% | 48.8 |
| 5 | $VCTR | Victory Capital Holdings, Inc. | $71.2M | 3.4% | +1% | 75.5 |
| 6 | $INDI | indie Semiconductor, Inc. | $65.3M | 3.2% | +18% | 23.5 |
| 7 | $FPS | Forgent Power Solutions, Inc. | $60.6M | 2.9% | NEW | — |
| 8 | $MRX | Marex Group Ltd | $54.6M | 2.6% | -11% | — |
| 9 | $NXT | Nextpower Inc. | $51.2M | 2.5% | +10% | 74.8 |
| 10 | $KRUS | KURA SUSHI USA, INC. | $42.4M | 2.0% | -23% | 41.4 |
| 11 |  $ONTO | ONTO INNOVATION INC. | $40.7M | 2.0% | +1% | 66.5 |
| 12 |  $AXON | AXON ENTERPRISE, INC. | $38.5M | 1.9% | +20% | 55.6 |
| 13 |  $FIX | COMFORT SYSTEMS USA INC | $35.9M | 1.7% | -0% | 79.5 |
| 14 |  $KRNT | Kornit Digital Ltd. | $33.7M | 1.6% | -11% | — |
| 15 |  $LTH | Life Time Group Holdings, Inc. | $32.3M | 1.6% | -28% | 67.8 |
| 16 |  $TTMI | TTM TECHNOLOGIES INC | $31.9M | 1.5% | +32% | 59 |
| 17 |  $FIGR | Figure Technology Solutions, Inc. | $31.8M | 1.5% | +41% | — |
| 18 |  $MGNI | MAGNITE, INC. | $30.3M | 1.5% | -18% | 42.6 |
| 19 |  $QXO | QXO, Inc. | $29.3M | 1.4% | +89% | 53.5 |
| 20 |  $SMTC | SEMTECH CORP | $28.5M | 1.4% | -11% | 54.5 |
| 21 |  $CAVA | CAVA GROUP, INC. | $24.6M | 1.2% | +32% | 62.7 |
| 22 |  $RMBS | RAMBUS INC | $24.1M | 1.2% | +6% | 75.2 |
| 23 |  $SRAD | Sportradar Group AG | $24.1M | 1.2% | -14% | — |
| 24 |  $CLBT | Cellebrite DI Ltd. | $24.0M | 1.2% | -43% | — |
| 25 |  $GENI | Genius Sports Ltd | $23.9M | 1.1% | -31% | — |
| 26 |  $SIBN | SI-BONE, Inc. | $22.0M | 1.1% | +98% | 37.7 |
| 27 |  $SIMO | Silicon Motion Technology CORP | $21.9M | 1.1% | -15% | — |
| 28 |  $YSS | York Space Systems Inc. | $21.5M | 1.0% | NEW | — |
| 29 |  $RBC | RBC Bearings INC | $20.9M | 1.0% | -21% | 67.1 |
| 30 |  $MTRN | MATERION Corp | $20.9M | 1.0% | +5% | 53.4 |
| 31 |  $APPS | Digital Turbine, Inc. | $20.5M | 1.0% | +12% | 37.2 |
| 32 |  $CWST | CASELLA WASTE SYSTEMS INC | $19.9M | 1.0% | -3% | 48.6 |
| 33 |  $GTES | Gates Industrial Corp plc | $17.5M | 0.8% | -7% | — |
| 34 |  $GLBE | Global-E Online Ltd. | $16.9M | 0.8% | -54% | — |
| 35 |  $ARLO | Arlo Technologies, Inc. | $16.6M | 0.8% | +246% | 57.2 |
| 36 |  $ZETA | Zeta Global Holdings Corp. | $16.3M | 0.8% | -61% | 53.6 |
| 37 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $16.3M | 0.8% | -4% | — |
| 38 |  $AMRC | Ameresco, Inc. | $16.1M | 0.8% | -26% | 46.2 |
| 39 |  $LEU | CENTRUS ENERGY CORP | $15.6M | 0.8% | +19% | 65.1 |
| 40 |  $KIDS | ORTHOPEDIATRICS CORP | $14.2M | 0.7% | +35% | 33.4 |
| 41 |  $STRL | STERLING INFRASTRUCTURE, INC. | $14.0M | 0.7% | -42% | 73.3 |
| 42 |  $SN | SharkNinja, Inc. | $14.0M | 0.7% | +17% | — |
| 43 |  $COMP | Compass, Inc. | $13.8M | 0.7% | -40% | 58.3 |
| 44 |  $BLFS | BIOLIFE SOLUTIONS INC | $13.8M | 0.7% | +50% | 41.7 |
| 45 |  $ALHC | Alignment Healthcare, Inc. | $13.8M | 0.7% | +4% | 63 |
| 46 |  $UMAC | Unusual Machines, Inc. | $12.6M | 0.6% | -12% | 48.3 |
| 47 |  $AIP | Arteris, Inc. | $11.7M | 0.6% | +201% | 29.5 |
| 48 |  $FWRG | First Watch Restaurant Group, Inc. | $11.4M | 0.6% | -25% | 46 |
| 49 |  $DAVE | Dave Inc./DE | $11.4M | 0.6% | +3326% | 78.1 |
| 50 |  $IRTC | iRhythm Holdings, Inc. | $11.3M | 0.6% | +568% | 41.1 |
| 51 |  $STOK | Stoke Therapeutics, Inc. | $10.9M | 0.5% | +75% | 53.4 |
| 52 |  $VKTX | Viking Therapeutics, Inc. | $10.8M | 0.5% | +41% | — |
| 53 |  $TOST | Toast, Inc. | $10.6M | 0.5% | -62% | 69.5 |
| 54 |  $LASR | NLIGHT, INC. | $10.6M | 0.5% | NEW | 41.3 |
| 55 |  $RGEN | REPLIGEN CORP | $10.2M | 0.5% | +21% | 54.1 |
| 56 |  $HQY | HEALTHEQUITY, INC. | $10.2M | 0.5% | +34% | 72.3 |
| 57 |  $CELC | Celcuity Inc. | $10.1M | 0.5% | +2% | — |
| 58 |  $STEP | StepStone Group Inc. | $10.1M | 0.5% | -27% | 47 |
| 59 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $10.1M | 0.5% | -34% | — |
| 60 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $8.8M | 0.4% | -45% | 54.5 |
| 61 |  $CHYM | Chime Financial, Inc. | $8.4M | 0.4% | +285% | 44.8 |
| 62 |  $PHR | Phreesia, Inc. | $8.3M | 0.4% | -59% | 53.2 |
| 63 |  $ENVX | Enovix Corp | $8.2M | 0.4% | -19% | 25.2 |
| 64 |  $JBTM | JBT MAREL Corp | $8.1M | 0.4% | +2% | 55.7 |
| 65 |  $SRRK | Scholar Rock Holding Corp | $7.7M | 0.4% | +2% | — |
| 66 |  $ACHR | Archer Aviation Inc. | $7.7M | 0.4% | -14% | 25 |
| 67 |  $BBIO | BridgeBio Pharma, Inc. | $7.6M | 0.4% | +1% | 31.7 |
| 68 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $7.6M | 0.4% | +15% | 33.2 |
| 69 |  $AVAV | AeroVironment Inc | $7.5M | 0.4% | NEW | 42.1 |
| 70 |  $SNDX | Syndax Pharmaceuticals Inc | $7.2M | 0.3% | -16% | 30 |
| 71 |  $MEC | Mayville Engineering Company, Inc. | $7.0M | 0.3% | +45% | 34 |
| 72 |  $CHEF | Chefs' Warehouse, Inc. | $6.8M | 0.3% | +67% | 58.3 |
| 73 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $6.8M | 0.3% | +139% | 28.7 |
| 74 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $6.8M | 0.3% | +45% | 30.3 |
| 75 |  $IMNM | Immunome Inc. | $6.7M | 0.3% | -29% | 5.8 |
| 76 |  $MP | MP Materials Corp. / DE | $6.7M | 0.3% | +8% | 23.5 |
| 77 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $6.7M | 0.3% | +12% | 53.8 |
| 78 |  $VECO | VEECO INSTRUMENTS INC | $6.5M | 0.3% | -14% | 40.7 |
| 79 |  $WSC | WillScot Holdings Corp | $6.5M | 0.3% | +26% | 56.4 |
| 80 |  $CSGP | COSTAR GROUP, INC. | $6.5M | 0.3% | +75% | 49.5 |
| 81 |  $LIFE | Ethos Technologies Inc. | $6.5M | 0.3% | NEW | — |
| 82 |  $BETA | BETA Technologies, Inc. | $6.3M | 0.3% | -1% | — |
| 83 |  $EWTX | Edgewise Therapeutics, Inc. | $6.3M | 0.3% | -14% | — |
| 84 |  $APGE | Apogee Therapeutics, Inc. | $6.3M | 0.3% | -21% | — |
| 85 |  $ZYME | Zymeworks Inc. | $6.3M | 0.3% | +12% | 27.2 |
| 86 |  $WGS | GeneDx Holdings Corp. | $6.2M | 0.3% | +213% | 38.6 |
| 87 |  $FROG | JFrog Ltd | $6.1M | 0.3% | -14% | — |
| 88 |  $OWLT | Owlet, Inc. | $6.1M | 0.3% | +73% | 32.5 |
| 89 |  $XENE | Xenon Pharmaceuticals Inc. | $6.1M | 0.3% | +13% | 12.9 |
| 90 |  $IMVT | Immunovant, Inc. | $6.1M | 0.3% | +6% | — |
| 91 |  $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | $6.0M | 0.3% | +46% | 32.2 |
| 92 |  $NTNX | Nutanix, Inc. | $5.9M | 0.3% | +3% | 68.8 |
| 93 |  $CALY | Callaway Golf Co | $5.9M | 0.3% | NEW | 34.1 |
| 94 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $5.8M | 0.3% | +6% | 39.2 |
| 95 |  $RDNT | RadNet, Inc. | $5.8M | 0.3% | NEW | 51.4 |
| 96 |  $NPKI | NPK International Inc. | $5.8M | 0.3% | -31% | 63.2 |
| 97 |  $KNSL | Kinsale Capital Group, Inc. | $5.6M | 0.3% | -16% | 79.6 |
| 98 |  $CECO | CECO ENVIRONMENTAL CORP | $5.5M | 0.3% | -15% | 62.8 |
| 99 |  $FN | Fabrinet | $5.4M | 0.3% | -12% | 72.4 |
| 100 |  $XERS | Xeris Biopharma Holdings, Inc. | $5.3M | 0.3% | -25% | 45.5 |
| 101 | — | MONTROSE ENVIRONMENTAL GROUP | $5.3M | 0.3% | +21% | — |
| 102 |  $CRDO | Credo Technology Group Holding Ltd | $5.3M | 0.3% | -39% | — |
| 103 |  $TSEM | TOWER SEMICONDUCTOR LTD | $5.2M | 0.3% | -47% | — |
| 104 |  $BOOT | Boot Barn Holdings, Inc. | $5.2M | 0.3% | -10% | 73.5 |
| 105 |  $LGND | LIGAND PHARMACEUTICALS INC | $4.8M | 0.2% | -7% | 66 |
| 106 |  $CYTK | CYTOKINETICS INC | $4.8M | 0.2% | -12% | 28 |
| 107 |  $RGTI | Rigetti Computing, Inc. | $4.6M | 0.2% | +48% | 8.1 |
| 108 |  $NUVL | Nuvalent, Inc. | $4.4M | 0.2% | +7% | — |
| 109 |  $CRVL | CORVEL CORP | $4.4M | 0.2% | +36% | 69 |
| 110 |  $MASS | 908 Devices Inc. | $4.3M | 0.2% | +663% | 43.3 |
| 111 |  $IONQ | IonQ, Inc. | $4.2M | 0.2% | +37% | 32.8 |
| 112 |  $RVMD | Revolution Medicines, Inc. | $4.1M | 0.2% | -57% | — |
| 113 |  $MLTX | MoonLake Immunotherapeutics | $4.1M | 0.2% | +11% | — |
| 114 |  $CORZ | Core Scientific, Inc./tx | $4.1M | 0.2% | -22% | 14 |
| 115 |  $ALKT | ALKAMI TECHNOLOGY, INC. | $4.0M | 0.2% | -5% | 46.1 |
| 116 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $4.0M | 0.2% | +66% | — |
| 117 |  $TSHA | Taysha Gene Therapies, Inc. | $3.9M | 0.2% | +25% | 4.1 |
| 118 |  $SLNO | SOLENO THERAPEUTICS INC | $3.8M | 0.2% | -17% | 46.3 |
| 119 |  $EYPT | EyePoint, Inc. | $3.8M | 0.2% | -19% | 10.3 |
| 120 |  $ANAB | ANAPTYSBIO, INC | $3.7M | 0.2% | -47% | 29.4 |
| 121 |  $ROG | ROGERS CORP | $3.5M | 0.2% | NEW | 29.3 |
| 122 |  $NVMI | NOVA LTD. | $3.5M | 0.2% | -42% | — |
| 123 |  $CDNL | Cardinal Infrastructure Group Inc. | $3.3M | 0.2% | NEW | — |
| 124 |  $OKTA | Okta, Inc. | $3.2M | 0.2% | -17% | 67.3 |
| 125 |  $VIAV | VIAVI SOLUTIONS INC. | $3.2M | 0.1% | NEW | 42.9 |
| 126 |  $NTSK | Netskope Inc | $3.1M | 0.1% | +82% | — |
| 127 |  $BWXT | BWX Technologies, Inc. | $3.0M | 0.1% | -15% | 68 |
| 128 |  $DOCN | DigitalOcean Holdings, Inc. | $2.9M | 0.1% | NEW | 73.7 |
| 129 |  $PTGX | Protagonist Therapeutics, Inc | $2.9M | 0.1% | NEW | 24.8 |
| 130 |  $AGYS | AGILYSYS INC | $2.7M | 0.1% | -11% | 55.8 |
| 131 |  $GNRC | GENERAC HOLDINGS INC. | $2.6M | 0.1% | NEW | 58.2 |
| 132 |  $GRAL | GRAIL, Inc. | $2.6M | 0.1% | -2% | 31.9 |
| 133 |  $BBNX | Beta Bionics, Inc. | $2.5M | 0.1% | +105% | 22.8 |
| 134 |  $NEOG | NEOGEN CORP | $2.3M | 0.1% | NEW | 36.9 |
| 135 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $2.1M | 0.1% | NEW | — |
| 136 |  $EXLS | ExlService Holdings, Inc. | $1.9M | 0.1% | +31% | 68.2 |
| 137 |  $CYRX | Cryoport, Inc. | $1.9M | 0.1% | +475% | 59.7 |
| 138 |  $UAMY | UNITED STATES ANTIMONY CORP | $1.9M | 0.1% | -54% | 32.2 |
| 139 |  $WRBY | Warby Parker Inc. | $1.7M | 0.1% | NEW | 51.2 |
| 140 |  $ELVA | Electrovaya Inc. | $1.6M | 0.1% | +3% | — |
| 141 |  $SG | Sweetgreen, Inc. | $1.5M | 0.1% | NEW | 49.2 |
| 142 |  $RCAT | Red Cat Holdings, Inc. | $1.4M | 0.1% | -17% | 30 |
| 143 |  $AZTA | Azenta, Inc. | $866,245 | 0.0% | -80% | 29.8 |
| 144 |  $CEVA | CEVA INC | $565,257 | 0.0% | +49% | 26.2 |
| 145 |  $IRMD | IRADIMED CORP | $471,674 | 0.0% | +0% | 68.4 |
| 146 |  $TRNS | TRANSCAT INC | $436,366 | 0.0% | -97% | 49.5 |
| 147 |  $ADTN | ADTRAN Holdings, Inc. | $387,238 | 0.0% | -44% | 41.6 |
| 148 |  $NSLR | Neostellar Capital Corp. | $230,790 | 0.0% | +0% | — |
| 149 |  $TGEN | TECOGEN INC. | $226,550 | 0.0% | -50% | 24.3 |
New Positions (17)
$FPS Forgent Power Solutions, Inc.$60.6M$YSS York Space Systems Inc.$21.5M$LASR NLIGHT, INC.$10.6M$AVAV AeroVironment Inc$7.5M$LIFE Ethos Technologies Inc.$6.5M$CALY Callaway Golf Co$5.9M$RDNT RadNet, Inc.$5.8M$ROG ROGERS CORP$3.5M$CDNL Cardinal Infrastructure Group Inc.$3.3M$VIAV VIAVI SOLUTIONS INC.$3.2M$DOCN DigitalOcean Holdings, Inc.$2.9M$PTGX Protagonist Therapeutics, Inc$2.9M$GNRC GENERAC HOLDINGS INC.$2.6M$NEOG NEOGEN CORP$2.3M$BBOT BridgeBio Oncology Therapeutics, Inc.$2.1MExited Positions (25)
$ODD Oddity Tech Ltd
$KVYO Klaviyo, Inc.
$WLTH WEALTHFRONT CORP
$HUBS HUBSPOT INC
$LITE Lumentum Holdings Inc.
$STKL SunOpta Inc.
$VITL Vital Farms, Inc.
$LENZ LENZ Therapeutics, Inc.
$EXK ENDEAVOUR SILVER CORP
$CVLT COMMVAULT SYSTEMS INC
$ELF e.l.f. Beauty, Inc.
$BELFA BEL FUSE INC /NJ
$SLAB SILICON LABORATORIES INC.
$CERT Certara, Inc.
$RCUS Arcus Biosciences, Inc.Browse Top Institutional Investors
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