Granahan Investment Management, LLC
13F Reported Value
ⓘ$2.8B
Holdings
150
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (42.5% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 46.1#1,846
Quality
$186.4M12,393,660 sh - —
Quality
$148.6M445,752 sh - —
Quality
$101.0M1,807,608 sh - 23.2
Quality
$87.2M19,419,892 sh - 77.9
Quality
$85.3M1,015,343 sh - —
Quality
$79.5M293,722 sh - —
Quality
$76.4M1,254,283 sh - 56.3
Quality
$70.4M263,572 sh - 64.6
Quality
$59.8M96,981 sh - 69.1
Quality
$59.1M495,938 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Porch Group, Inc.$PRCH | 46.1#1,846 | $186.4M | 12,393,660 |
 Silicon Motion Technology CORP$SIMO | — | $148.6M | 445,752 |
 Forgent Power Solutions, Inc.$FPS | — | $101.0M | 1,807,608 |
 indie Semiconductor, Inc.$INDI | 23.2 | $87.2M | 19,419,892 |
 Victory Capital Holdings, Inc.$VCTR | 77.9 | $85.3M | 1,015,343 |
 FTAI Aviation Ltd.$FTAI | — | $79.5M | 293,722 |
 Marex Group Ltd$MRX | — | $76.4M | 1,254,283 |
 MODINE MANUFACTURING CO$MOD | 56.3 | $70.4M | 263,572 |
 CARPENTER TECHNOLOGY CORP$CRS | 64.6 | $59.8M | 96,981 |
 Nextpower Inc.$NXT | 69.1 | $59.1M | 495,938 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Granahan Investment Management, LLC's 150 positions.
Showing top 10 of 150 holdings.
Sector Allocation
Technology
$1.2B
Healthcare
$463.9M
Industrials
$451.7M
Financials
$313.2M
Consumer Discretionary
$143.6M
Communication Services
$101.4M
Materials
$74.1M
Utilities
$42.3M
Full Holdings — Granahan Investment Management, LLC (Q2 2026)
All 150 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 | $PRCH | Porch Group, Inc. | $186.4M | 6.6% | -2% | 46.1 |
| 2 | $SIMO | Silicon Motion Technology CORP | $148.6M | 5.3% | +128% | — |
| 3 | $FPS | Forgent Power Solutions, Inc. | $101.0M | 3.6% | -13% | — |
| 4 | $INDI | indie Semiconductor, Inc. | $87.2M | 3.1% | -4% | 23.2 |
| 5 | $VCTR | Victory Capital Holdings, Inc. | $85.3M | 3.0% | -7% | 77.9 |
| 6 | $FTAI | FTAI Aviation Ltd. | $79.5M | 2.8% | -14% | — |
| 7 | $MRX | Marex Group Ltd | $76.4M | 2.7% | +2% | — |
| 8 | $MOD | MODINE MANUFACTURING CO | $70.4M | 2.5% | -30% | 56.3 |
| 9 | $CRS | CARPENTER TECHNOLOGY CORP | $59.8M | 2.1% | -60% | 64.6 |
| 10 | $NXT | Nextpower Inc. | $59.1M | 2.1% | +17% | 69.1 |
| 11 |  $MGNI | MAGNITE, INC. | $58.5M | 2.1% | +21% | 66.1 |
| 12 |  $AXON | AXON ENTERPRISE, INC. | $54.3M | 1.9% | +7% | 56.6 |
| 13 |  $ONTO | ONTO INNOVATION INC. | $53.6M | 1.9% | -29% | 61.9 |
| 14 |  $TTMI | TTM TECHNOLOGIES INC | $50.4M | 1.8% | -18% | 62.6 |
| 15 |  $LGND | LIGAND PHARMACEUTICALS INC | $46.5M | 1.7% | +509% | 76 |
| 16 |  $KRUS | KURA SUSHI USA, INC. | $46.2M | 1.6% | +32% | 46.9 |
| 17 |  $RGEN | REPLIGEN CORP | $45.3M | 1.6% | +282% | 58.4 |
| 18 |  $APPS | Digital Turbine, Inc. | $45.1M | 1.6% | -51% | 43.4 |
| 19 |  $LTH | Life Time Group Holdings, Inc. | $44.3M | 1.6% | -10% | 60.9 |
| 20 |  $GENI | Genius Sports Ltd | $42.6M | 1.5% | +30% | — |
| 21 |  $CWST | CASELLA WASTE SYSTEMS INC | $42.3M | 1.5% | +74% | 57.1 |
| 22 |  $QXO | QXO, Inc. | $40.2M | 1.4% | +54% | 49 |
| 23 |  $GNRC | GENERAC HOLDINGS INC. | $36.0M | 1.3% | +830% | 54.4 |
| 24 |  $ZETA | Zeta Global Holdings Corp. | $34.6M | 1.2% | +72% | 63.4 |
| 25 |  $KRNT | Kornit Digital Ltd. | $34.4M | 1.2% | -8% | — |
| 26 |  $TWST | Twist Bioscience Corp | $32.4M | 1.1% | NEW | 33.9 |
| 27 |  $DAVE | Dave Inc./DE | $31.6M | 1.1% | +30% | 80.2 |
| 28 |  $SIBN | SI-BONE, Inc. | $31.5M | 1.1% | +11% | 42.7 |
| 29 |  $FROG | JFrog Ltd | $27.2M | 1.0% | +130% | — |
| 30 |  $FIGR | Figure Technology Solutions, Inc. | $25.9M | 0.9% | -10% | 77.1 |
| 31 |  $CLBT | Cellebrite DI Ltd. | $24.3M | 0.9% | -5% | — |
| 32 |  $GTES | Gates Industrial Corp Ltd. | $23.6M | 0.8% | +9% | — |
| 33 |  $GLBE | Global-E Online Ltd. | $22.0M | 0.8% | +16% | — |
| 34 |  $GRAL | GRAIL, Inc. | $21.9M | 0.8% | +547% | 31.6 |
| 35 |  $RBC | RBC Bearings INC | $21.9M | 0.8% | -12% | 66.8 |
| 36 |  $CAVA | CAVA GROUP, INC. | $20.8M | 0.7% | -13% | 57.1 |
| 37 |  $KIDS | ORTHOPEDIATRICS CORP | $20.8M | 0.7% | +21% | 37.8 |
| 38 |  $MTRN | MATERION Corp | $20.8M | 0.7% | -52% | 59 |
| 39 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $20.6M | 0.7% | +438% | — |
| 40 |  $QNT | Quantinuum Inc. | $19.1M | 0.7% | NEW | — |
| 41 |  $TOST | Toast, Inc. | $19.1M | 0.7% | +72% | 69.5 |
| 42 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $19.0M | 0.7% | +7% | 64.4 |
| 43 |  $SN | SharkNinja, Inc. | $18.9M | 0.7% | -6% | 66.8 |
| 44 |  $CELC | Celcuity Inc. | $18.7M | 0.7% | +102% | — |
| 45 |  $UMAC | Unusual Machines, Inc. | $18.5M | 0.7% | -18% | 32.6 |
| 46 |  $FWRG | First Watch Restaurant Group, Inc. | $17.6M | 0.6% | +25% | 51.9 |
| 47 |  $NTNX | Nutanix, Inc. | $17.2M | 0.6% | +115% | 70.2 |
| 48 |  $LASR | NLIGHT, INC. | $16.5M | 0.6% | +28% | 54.1 |
| 49 |  $VECO | VEECO INSTRUMENTS INC | $15.5M | 0.6% | +6% | 42.8 |
| 50 |  $STOK | Stoke Therapeutics, Inc. | $15.1M | 0.5% | +38% | 24.9 |
| 51 |  $BLFS | BIOLIFE SOLUTIONS INC | $14.7M | 0.5% | -28% | 62.1 |
| 52 |  $AVAV | AeroVironment Inc | $14.3M | 0.5% | +113% | 42 |
| 53 |  $ARLO | Arlo Technologies, Inc. | $13.8M | 0.5% | -12% | 56.4 |
| 54 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $12.9M | 0.5% | -14% | 47.6 |
| 55 |  $MEC | Mayville Engineering Company, Inc. | $12.1M | 0.4% | -16% | 32.1 |
| 56 |  $CHYM | Chime Financial, Inc. | $11.9M | 0.4% | +31% | 53.5 |
| 57 |  $YSS | York Space Systems Inc. | $11.5M | 0.4% | -52% | — |
| 58 |  $ALKT | ALKAMI TECHNOLOGY, INC. | $11.4M | 0.4% | +148% | 38.6 |
| 59 |  $ARXS | Arxis, Inc. | $11.1M | 0.4% | NEW | — |
| 60 |  $DOCN | DigitalOcean Holdings, Inc. | $11.0M | 0.4% | +109% | 67.2 |
| 61 |  $RDNT | RadNet, Inc. | $10.6M | 0.4% | +65% | 58.6 |
| 62 |  $JBTM | JBT MAREL Corp | $10.5M | 0.4% | +14% | 64.3 |
| 63 |  $IRTC | iRhythm Holdings, Inc. | $10.0M | 0.4% | -13% | 54.8 |
| 64 |  $AGYS | AGILYSYS INC | $9.9M | 0.3% | +153% | 63.4 |
| 65 |  $SNDX | Syndax Pharmaceuticals Inc | $9.8M | 0.3% | +46% | 33.8 |
| 66 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $9.7M | 0.3% | -27% | — |
| 67 |  $WSC | WillScot Holdings Corp | $9.7M | 0.3% | -11% | 47.5 |
| 68 |  $OKTA | Okta, Inc. | $9.3M | 0.3% | +67% | 64.7 |
| 69 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $9.2M | 0.3% | +7% | 33.9 |
| 70 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $9.2M | 0.3% | -25% | 34.1 |
| 71 |  $OWLT | Owlet, Inc. | $9.2M | 0.3% | +34% | 35.8 |
| 72 |  $SRRK | Scholar Rock Holding Corp | $9.0M | 0.3% | +5% | — |
| 73 |  $CHEF | Chefs' Warehouse, Inc. | $9.0M | 0.3% | -19% | 54.7 |
| 74 |  $TSHA | Taysha Gene Therapies, Inc. | $8.9M | 0.3% | +48% | 4.9 |
| 75 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $8.8M | 0.3% | -8% | 48.7 |
| 76 |  $RMBS | RAMBUS INC | $8.8M | 0.3% | -76% | 70.2 |
| 77 |  $HQY | HEALTHEQUITY, INC. | $8.8M | 0.3% | -20% | 71.2 |
| 78 |  $ZYME | Zymeworks Inc. | $8.8M | 0.3% | +34% | 8.7 |
| 79 |  $CECO | CECO ENVIRONMENTAL CORP | $8.6M | 0.3% | +2% | 24.6 |
| 80 |  $ALHC | Alignment Healthcare, Inc. | $8.5M | 0.3% | -55% | 64.2 |
| 81 |  $MP | MP Materials Corp. / DE | $8.3M | 0.3% | +7% | 34.2 |
| 82 |  $IMNM | Immunome Inc. | $8.0M | 0.3% | +23% | 25.3 |
| 83 |  $IMVT | Immunovant, Inc. | $8.0M | 0.3% | -16% | — |
| 84 |  $EWTX | Edgewise Therapeutics, Inc. | $7.9M | 0.3% | -4% | — |
| 85 |  $XENE | Xenon Pharmaceuticals Inc. | $7.8M | 0.3% | +24% | 24 |
| 86 |  $AIP | Arteris, Inc. | $7.8M | 0.3% | -78% | 37.2 |
| 87 |  $RGTI | Rigetti Computing, Inc. | $7.6M | 0.3% | +21% | 14.3 |
| 88 |  $DYN | Dyne Therapeutics, Inc. | $7.5M | 0.3% | NEW | — |
| 89 |  $ATEX | Anterix Inc. | $7.4M | 0.3% | NEW | 61.4 |
| 90 |  $BBIO | BridgeBio Pharma, Inc. | $7.4M | 0.3% | -4% | 36.9 |
| 91 |  $SYRE | Spyre Therapeutics, Inc. | $7.4M | 0.3% | NEW | — |
| 92 |  $GWRE | Guidewire Software, Inc. | $7.2M | 0.3% | NEW | 68.9 |
| 93 |  $KRMN | Karman Holdings Inc. | $7.2M | 0.3% | NEW | 57.2 |
| 94 |  $EVLV | Evolv Technologies Holdings, Inc. | $7.2M | 0.3% | NEW | 56.7 |
| 95 |  $IRMD | IRADIMED CORP | $7.2M | 0.3% | +1430% | 63.5 |
| 96 |  $XERS | Xeris Biopharma Holdings, Inc. | $7.1M | 0.3% | -3% | 56.5 |
| 97 |  $BETA | BETA Technologies, Inc. | $7.1M | 0.3% | -2% | 28.9 |
| 98 |  $NTSK | Netskope Inc | $6.6M | 0.2% | +65% | 34.7 |
| 99 |  $CRVL | CORVEL CORP | $6.6M | 0.2% | +32% | 64.5 |
| 100 |  $CALY | Callaway Golf Co | $6.4M | 0.2% | -19% | 26.1 |
| 101 |  $FOUR | Shift4 Payments, Inc. | $6.4M | 0.2% | NEW | 62.5 |
| 102 |  $CYRX | Cryoport, Inc. | $6.3M | 0.2% | +75% | 29 |
| 103 |  $MLTX | MoonLake Immunotherapeutics | $6.1M | 0.2% | +42% | — |
| 104 |  $PTGX | Protagonist Therapeutics, Inc | $6.1M | 0.2% | +82% | 59.4 |
| 105 |  $MASS | 908 Devices Inc. | $6.0M | 0.2% | -0% | 27 |
| 106 |  $GRBK | Green Brick Partners, Inc. | $6.0M | 0.2% | NEW | 52.2 |
| 107 |  $KNSL | Kinsale Capital Group, Inc. | $5.9M | 0.2% | +9% | 77.3 |
| 108 |  $MAMA | Mama's Creations, Inc. | $5.9M | 0.2% | NEW | 62.2 |
| 109 |  $VKTX | Viking Therapeutics, Inc. | $5.8M | 0.2% | -55% | — |
| 110 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $5.7M | 0.2% | NEW | 61.7 |
| 111 |  $CORZ | Core Scientific, Inc./tx | $5.3M | 0.2% | -23% | 14.1 |
| 112 | — | ONTERRIS INC - COM | $5.2M | 0.2% | +7% | — |
| 113 |  $ANAB | ANAPTYSBIO, INC | $5.1M | 0.2% | +15% | 48.4 |
| 114 |  $NVMI | NOVA LTD. | $4.9M | 0.2% | +14% | — |
| 115 |  $SG | Sweetgreen, Inc. | $4.9M | 0.2% | +97% | 35.9 |
| 116 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $4.9M | 0.2% | -55% | 56.9 |
| 117 |  $ORKA | Oruka Therapeutics, Inc. | $4.9M | 0.2% | NEW | — |
| 118 |  $TRAX | First Tracks Biotherapeutics, Inc. | $4.8M | 0.2% | NEW | — |
| 119 |  $BBNX | Beta Bionics, Inc. | $4.7M | 0.2% | +21% | 29.8 |
| 120 |  $CDNL | Cardinal Infrastructure Group Inc. | $4.5M | 0.2% | -42% | 56.4 |
| 121 |  $EXLS | ExlService Holdings, Inc. | $4.5M | 0.2% | +176% | 65.3 |
| 122 |  $APGE | Apogee Therapeutics, Inc. | $4.5M | 0.2% | -55% | — |
| 123 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $4.3M | 0.1% | +142% | — |
| 124 |  $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | $4.2M | 0.1% | -5% | 29.3 |
| 125 |  $FRPT | Freshpet, Inc. | $3.7M | 0.1% | NEW | 61.1 |
| 126 |  $BWXT | BWX Technologies, Inc. | $3.7M | 0.1% | +29% | 63.8 |
| 127 |  $NPKI | NPK International Inc. | $3.5M | 0.1% | -45% | 62.9 |
| 128 |  $CYTK | CYTOKINETICS INC | $3.4M | 0.1% | -44% | 28.1 |
| 129 |  $SILC | SILICOM LTD. | $3.3M | 0.1% | NEW | — |
| 130 |  $VIAV | VIAVI SOLUTIONS INC. | $3.1M | 0.1% | -31% | 51.5 |
| 131 |  $LMRI | Lumexa Imaging Holdings, Inc. | $3.0M | 0.1% | NEW | — |
| 132 |  $SPIR | Spire Global, Inc. | $3.0M | 0.1% | NEW | 12.5 |
| 133 |  $ROG | ROGERS CORP | $2.8M | 0.1% | -48% | 38.3 |
| 134 |  $SRTA | Strata Critical Medical, Inc. | $2.7M | 0.1% | NEW | 38.9 |
| 135 |  $WRBY | Warby Parker Inc. | $2.7M | 0.1% | +7% | 54.3 |
| 136 |  $ENPH | Enphase Energy, Inc. | $2.6M | 0.1% | NEW | 42.9 |
| 137 |  $BOOT | Boot Barn Holdings, Inc. | $2.2M | 0.1% | -63% | 62.6 |
| 138 |  $EYPT | EyePoint, Inc. | $2.1M | 0.1% | -50% | 3.5 |
| 139 |  $TRVG | trivago N.V. | $2.0M | 0.1% | NEW | — |
| 140 |  $UAMY | UNITED STATES ANTIMONY CORP | $1.7M | 0.1% | +5% | 29.4 |
| 141 |  $LEU | CENTRUS ENERGY CORP | $1.5M | 0.1% | -90% | 41.3 |
| 142 |  $ACHR | Archer Aviation Inc. | $1.1M | 0.0% | -85% | 24.2 |
| 143 |  $TRNS | TRANSCAT INC | $692,714 | 0.0% | +26% | 48.6 |
| 144 |  $AMRC | Ameresco, Inc. | $651,967 | 0.0% | -96% | 42.9 |
| 145 |  $ADTN | ADTRAN Holdings, Inc. | $622,136 | 0.0% | +45% | 49.4 |
| 146 |  $ELVA | Electrovaya Inc. | $495,600 | 0.0% | -76% | — |
| 147 |  $ENVX | Enovix Corp | $484,993 | 0.0% | -95% | 26.5 |
| 148 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $372,484 | 0.0% | -96% | 53.3 |
| 149 |  $CEVA | CEVA INC | $329,413 | 0.0% | -77% | 31.5 |
| 150 |  $NSLR | Neostellar Capital Corp. | $270,224 | 0.0% | +0% | — |
New Positions (22)
$TWST Twist Bioscience Corp$32.4M$QNT Quantinuum Inc.$19.1M$ARXS Arxis, Inc.$11.1M$DYN Dyne Therapeutics, Inc.$7.5M$ATEX Anterix Inc.$7.4M$SYRE Spyre Therapeutics, Inc.$7.4M$GWRE Guidewire Software, Inc.$7.2M$KRMN Karman Holdings Inc.$7.2M$EVLV Evolv Technologies Holdings, Inc.$7.2M$FOUR Shift4 Payments, Inc.$6.4M$GRBK Green Brick Partners, Inc.$6.0M$MAMA Mama's Creations, Inc.$5.9M$AEIS ADVANCED ENERGY INDUSTRIES INC$5.7M$ORKA Oruka Therapeutics, Inc.$4.9M$TRAX First Tracks Biotherapeutics, Inc.$4.8MExited Positions (21)
$FIX COMFORT SYSTEMS USA INC
$SMTC SEMTECH CORP
$SRAD Sportradar Group AG
$STRL STERLING INFRASTRUCTURE, INC.
$COMP Compass, Inc.
$STEP StepStone Group Inc.
$PHR Phreesia, Inc.
$CSGP COSTAR GROUP, INC.
$LIFE Ethos Technologies Inc.
$WGS GeneDx Holdings Corp.
$FN Fabrinet
$CRDO Credo Technology Group Holding Ltd
$TSEM TOWER SEMICONDUCTOR LTD
$NUVL Nuvalent, Inc.
$IONQ IonQ, Inc.Browse Top Institutional Investors
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