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Granahan Investment Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1026710
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Sector Allocation

  • Technology43.0%$1.2B
  • Healthcare16.6%$466.1M
  • Industrials15.5%$436.2M
  • Financials11.2%$313.2M
  • Consumer Discretionary5.1%$143.6M
  • Communication Services3.6%$101.4M
  • Materials2.6%$74.1M
  • Utilities1.5%$42.3M
  • Consumer Staples0.7%$18.6M
  • Other0.2%$5.5M

AUM History

13fpro.ai/research/fund/granahan-investment-management-llc-1026710

Conviction and streaks

Stable · top 10 = 34.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

PRCH$PRCHConviction hold6.6% weight · held 10 quartersSIMO$SIMOConviction hold5.3% weight · held 5 quartersINDI$INDIConviction hold3.1% weight · held 10 quartersVCTR$VCTRConviction hold3.0% weight · held 10 quartersFTAI$FTAIConviction hold2.8% weight · held 7 quartersOWLT$OWLTAccumulating+5846% shares · 5 quarters runningQXO$QXOAccumulating+280% shares · 4 quarters runningRYTM$RYTMAccumulating+102% shares · 4 quarters runningSRRK$SRRKAccumulating+123% shares · 4 quarters runningRGEN$RGENAccumulating+376% shares · 3 quarters runningEWTX$EWTXTrimming-52% shares · 4 quarters runningACHR$ACHRTrimming-93% shares · 4 quarters runningCRS$CRSTrimming-64% shares · 3 quarters runningLTH$LTHTrimming-36% shares · 3 quarters runningGWRE$GWRETrimming-64% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/granahan-investment-management-llc-1026710

Granahan Investment Management, LLC 13F holdings — Q2 2026

$2.8B portfolio (+35.8% QoQ) · 150 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio

All holdings — Granahan Investment Management, LLC (Q2 2026)

150 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
MGNI$MGNIMAGNITE, INC.$58.5M+21%
AXON$AXONAXON ENTERPRISE, INC.$54.3M+7%
ONTO$ONTOONTO INNOVATION INC.$53.6M-29%
TTMI$TTMITTM TECHNOLOGIES INC$50.4M-18%
LGND$LGNDLIGAND PHARMACEUTICALS INC$46.5M+509%
KRUS$KRUSKURA SUSHI USA, INC.$46.2M+32%
RGEN$RGENREPLIGEN CORP$45.3M+282%
APPS$APPSDigital Turbine, Inc.$45.1M-51%
LTH$LTHLife Time Group Holdings, Inc.$44.3M-10%
GENI$GENIGenius Sports Ltd$42.6M+30%
CWST$CWSTCASELLA WASTE SYSTEMS INC$42.3M+74%
QXO$QXOQXO, Inc.$40.2M+54%
GNRC$GNRCGENERAC HOLDINGS INC.$36.0M+830%
ZETA$ZETAZeta Global Holdings Corp.$34.6M+72%
KRNT$KRNTKornit Digital Ltd.$34.4M-8%

What changed in Q2 2026

Against the previous quarter's 13F: 22 new, 67 added to, 60 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.

New positions (22)

  • TWST$TWSTTwist Bioscience Corp$32.4M

    first bought this quarter

  • QNT$QNTQuantinuum Inc.$19.1M

    first bought this quarter

  • ARXS$ARXSArxis, Inc.$11.1M

    first bought this quarter

  • DYN$DYNDyne Therapeutics, Inc.$7.5M

    first bought this quarter

  • ATEX$ATEXAnterix Inc.$7.4M

    first bought this quarter

  • SYRE$SYRESpyre Therapeutics, Inc.$7.4M

    first bought this quarter

+16 more in the Excel export

Added to (67)

  • SIMO$SIMOSilicon Motion Technology CORP+128%

    now $148.6M · held 5 qtrs

  • LGND$LGNDLIGAND PHARMACEUTICALS INC+509%

    now $46.5M · held 4 qtrs

  • RGEN$RGENREPLIGEN CORP+282%

    now $45.3M · held 6+ qtrs, 3 adds in a row

  • GNRC$GNRCGENERAC HOLDINGS INC.+830%

    now $36.0M · held 2 qtrs, 2 adds in a row

  • GRAL$GRALGRAIL, Inc.+547%

    now $21.9M · held 3 qtrs

  • CWST$CWSTCASELLA WASTE SYSTEMS INC+74%

    now $42.3M · held 6+ qtrs

+61 more in the Excel export

Trimmed (60)

  • CRS$CRSCARPENTER TECHNOLOGY CORP-60%

    now $59.8M · held 6+ qtrs, 2 trims in a row

  • APPS$APPSDigital Turbine, Inc.-51%

    now $45.1M · held 6+ qtrs

  • MOD$MODMODINE MANUFACTURING CO-30%

    now $70.4M · held 6+ qtrs

  • RMBS$RMBSRAMBUS INC-76%

    now $8.8M · held 6+ qtrs

  • AIP$AIPArteris, Inc.-78%

    now $7.8M · held 6+ qtrs

  • MTRN$MTRNMATERION Corp-52%

    now $20.8M · held 6+ qtrs

+54 more in the Excel export

Sold out (21)

  • FIX$FIXCOMFORT SYSTEMS USA INCwas $35.9M

    held 5+ qtrs

  • SMTC$SMTCSEMTECH CORPwas $28.5M

    held 9+ qtrs

  • SRAD$SRADSportradar Group AGwas $24.1M

    held 7+ qtrs

  • STRL$STRLSTERLING INFRASTRUCTURE, INC.was $14.0M

    held 2 qtrs

  • COMP$COMPCompass, Inc.was $13.8M

    held 9+ qtrs

  • STEP$STEPStepStone Group Inc.was $10.1M

+15 more in the Excel export

Firm AUM (Form ADV): $2.4B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Granahan Investment Management, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Granahan Investment Management's top 20 holdings: 57/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-24.9%

Value-weighted move of the 10 largest stock positions

Turnover

26%

Last quarter; 78% over the last 4

Top 10 weight

34%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

79%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Granahan Investment Management, LLC disclosed 150 positions worth $2.8B in its Form 13F-HR for Q2 2026, led by $PRCH (Porch Group, Inc.) at 6.6% of the equity portfolio, followed by $SIMO and $FPS. During the quarter the fund opened 22 new positions and exited 21 — including a new stake in $TWST and a full exit from $FIX. The portfolio is most concentrated in Technology (43.0% of disclosed assets). All figures are sourced directly from Granahan Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1026710.

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AI-Powered Hedge Fund Analysis: Granahan Investment Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Granahan Investment Management, LLC (SEC CIK: 1026710), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Granahan Investment Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.