Institutions / Granahan Investment Management, LLC
Granahan Investment Management, LLC
CIK 1026710 · Institution · as of Mar 31, 2026
Portfolio value
$2.07B
Positions
149
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.07B-11.5%Positions
149-5.1%Top holdings
Mar 31, 2026View all 149 →
| Company | Value | % of portfolio |
|---|---|---|
| Carpenter Technology Corp | $94.39M | 4.6% |
| Porch Group, Inc. | $90.88M | 4.4% |
| FTAI Aviation Ltd | $83.38M | 4.0% |
| Modine Manufacturing Co | $81.83M | 4.0% |
| Victory Capital Holdings, Inc. | $71.20M | 3.4% |
| indie Semiconductor, Inc. | $65.31M | 3.2% |
| Forgent Power Solutions, Inc.FPS | $60.62M | 2.9% |
| Marex Group PLC | $54.55M | 2.6% |
| Nextpower Inc. | $51.17M | 2.5% |
| Kura Sushi USA, Inc. | $42.43M | 2.1% |
| Onto Innovation Inc. | $40.75M | 2.0% |
| Axon Enterprise Inc | $38.52M | 1.9% |
| Comfort Systems USA Inc | $35.89M | 1.7% |
| Kornit Digital Ltd. | $33.70M | 1.6% |
| Life Time Group Holdings, Inc. | $32.34M | 1.6% |
| TTM Technologies Inc | $31.90M | 1.5% |
| Figure Technology Solutions, Inc. | $31.76M | 1.5% |
| Magnite, Inc. | $30.33M | 1.5% |
| QXO, Inc. | $29.32M | 1.4% |
| Semtech Corp | $28.50M | 1.4% |
| Cava Group, Inc. | $24.58M | 1.2% |
| Rambus Inc | $24.11M | 1.2% |
| Sportradar Group AG | $24.10M | 1.2% |
| Cellebrite di Ltd | $23.97M | 1.2% |
| Genius Sports Ltd | $23.85M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Oddity Tech Ltd | $-61.20M | -1.5M -100.00% | — | high |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $60.62M | +2.1M | 2,071,084 2.93% of portfolio | high |
| Q1 2026 as of | Trim | Zeta Global Holdings Corp. | $-25.36M | -1.6M -60.86% | 1,024,487 0.79% of portfolio | medium |
| Q1 2026 as of | New | YSS York Space Systems Inc. Common Stock | $21.45M | +968K | 967,610 1.04% of portfolio | medium |
| Q1 2026 as of | Trim | M5216V106 | $-19.90M | -645K -54.11% | 546,969 0.82% of portfolio | medium |
| Q1 2026 as of | Exit | Klaviyo, Inc. | $-19.65M | -605K -100.00% | — | medium |
| Q1 2026 as of | Exit | WLTH Wealthfront Corp Common Stock | $-18.84M | -1.4M -100.00% | — | medium |
| Q1 2026 as of | Trim | M2197Q107 | $-18.15M | -1.3M -43.09% | 1,739,644 1.16% of portfolio | medium |
| Q1 2026 as of | Trim | Toast, Inc. | $-16.92M | -638K -61.52% | 399,067 0.51% of portfolio | medium |
| Q1 2026 as of | Exit | Hubspot Inc | $-15.18M | -38K -100.00% | — | medium |