Granahan Investment Management, LLC

All holdings · as of Mar 31, 2026

Company	Class	Value ↓	Shares	% of portfolio
CARPENTER TECHNOLOGY CORP	—	$94.39M	239,469	4.6%
Porch Group, Inc.	—	$90.88M	12,674,987	4.4%
FTAI Aviation Ltd	—	$83.38M	340,317	4.0%
MODINE MANUFACTURING CO	—	$81.83M	377,586	4.0%
Victory Capital Holdings, Inc.	—	$71.20M	1,087,315	3.4%
indie Semiconductor, Inc.	—	$65.31M	20,283,839	3.2%
Forgent Power Solutions, Inc.FPS	Common Stock	$60.62M	2,071,084	2.9%
MAREX GROUP PLC	—	$54.55M	1,223,750	2.6%
Nextpower Inc.	—	$51.17M	424,434	2.5%
Kura Sushi USA, Inc.	—	$42.43M	607,917	2.1%
ONTO INNOVATION INC.	—	$40.75M	198,694	2.0%
Axon Enterprise Inc	—	$38.52M	90,692	1.9%
Comfort Systems USA Inc	—	$35.89M	26,027	1.7%
Kornit Digital Ltd.	—	$33.70M	2,298,471	1.6%
Life Time Group Holdings, Inc.	—	$32.34M	1,200,483	1.6%
TTM Technologies Inc	—	$31.90M	327,434	1.5%
Figure Technology Solutions, Inc.	—	$31.76M	935,400	1.5%
MAGNITE, INC.	—	$30.33M	2,553,413	1.5%
QXO, Inc.	—	$29.32M	1,509,546	1.4%
SEMTECH CORP	—	$28.50M	370,642	1.4%
CAVA GROUP, INC.	—	$24.58M	303,891	1.2%
RAMBUS INC	—	$24.11M	280,246	1.2%
SPORTRADAR GROUP AG	—	$24.10M	1,439,659	1.2%
CELLEBRITE DI LTD	—	$23.97M	1,739,644	1.2%
Genius Sports Ltd	—	$23.85M	5,383,762	1.2%
SI-BONE, Inc.	—	$21.96M	1,739,097	1.1%
Silicon Motion Technology CORPSIMO	ADR	$21.92M	195,252	1.1%
York Space Systems Inc.YSS	Common Stock	$21.45M	967,610	1.0%
RBC Bearings Inc	—	$20.91M	38,493	1.0%
Materion Corp	—	$20.90M	144,476	1.0%
Digital Turbine, Inc.	—	$20.48M	7,112,351	1.0%
CASELLA WASTE SYSTEMS INC	—	$19.86M	250,262	1.0%
GATES INDUSTRIAL CORP PLC	—	$17.51M	774,604	0.8%
GLOBAL E ONLINE LTD	—	$16.87M	546,969	0.8%
Arlo Technologies, Inc.	—	$16.64M	1,169,490	0.8%
Zeta Global Holdings Corp.	—	$16.31M	1,024,487	0.8%
TEXAS CAPITAL BANCSHARES INC/TX	—	$16.26M	171,367	0.8%
Ameresco, Inc.	—	$16.07M	630,073	0.8%
CENTRUS ENERGY CORP	—	$15.57M	89,690	0.8%
ORTHOPEDIATRICS CORPKIDS	Common Stock	$14.23M	896,741	0.7%
STERLING INFRASTRUCTURE, INC.	—	$13.98M	34,332	0.7%
SHARKNINJA INC	—	$13.95M	131,738	0.7%
Compass, Inc.	—	$13.78M	1,885,312	0.7%
BIOLIFE SOLUTIONS INC	—	$13.78M	722,057	0.7%
Alignment Healthcare, Inc.	—	$13.75M	780,500	0.7%
Unusual Machines, Inc.UMAC	Common Stock	$12.60M	1,016,454	0.6%
Arteris, Inc.AIP	Common Stock	$11.72M	713,077	0.6%
Citizens Community Bancorp Inc/WI	—	$11.40M	1,088,037	0.6%
Dave Inc./DE	—	$11.40M	65,462	0.6%
iRhythm Holdings, Inc.	—	$11.33M	96,022	0.5%