$2.5 Billion is the total value of Granahan Investment Management's 180 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 30.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INDI | Sell | INDIE SEMICONDUCTOR INC | $113,480,590 | -17.3% | 18,392,316 | -5.1% | 4.54% | -5.8% |
| ZETA | Sell | ZETA GLOBAL HOLDINGS CORPcl a | $100,631,546 | +11.9% | 5,701,504 | -30.7% | 4.03% | +27.5% |
| AXON | Sell | AXON ENTERPRISE INC | $72,541,635 | -21.5% | 246,539 | -16.5% | 2.90% | -10.5% |
| MGNI | Sell | MAGNITE INC | $69,508,694 | +18.9% | 5,230,150 | -3.8% | 2.78% | +35.5% |
| SPT | Buy | SPROUT SOCIAL INC | $67,531,572 | -29.2% | 1,892,701 | +18.4% | 2.70% | -19.3% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $57,971,611 | -29.4% | 3,031,988 | +21.0% | 2.32% | -19.6% |
| Sell | TOAST INCcl a | $57,783,324 | -23.9% | 2,242,271 | -26.4% | 2.31% | -13.3% | |
| VCTR | Sell | VICTORY CAP HLDGS INC | $56,402,350 | +5.9% | 1,181,696 | -5.9% | 2.26% | +20.6% |
| SPSC | Sell | SPS COMM INC | $55,812,960 | -3.7% | 296,625 | -5.4% | 2.23% | +9.7% |
| GENI | Sell | GENIUS SPORTS LIMITEDshares cl a | $54,323,845 | -19.8% | 9,967,678 | -16.0% | 2.17% | -8.6% |
| FOUR | Buy | SHIFT4 PMTS INCcl a | $43,811,955 | +115.7% | 597,300 | +94.3% | 1.75% | +145.9% |
| CRS | Buy | CARPENTER TECHNOLOGY CORP | $43,125,319 | +116.9% | 393,551 | +41.4% | 1.72% | +147.1% |
| SMAR | Sell | SMARTSHEET INC | $42,147,268 | +7.9% | 956,154 | -5.7% | 1.69% | +23.0% |
| Buy | ODDITY TECH LTD | $39,637,642 | +49.1% | 1,009,619 | +65.0% | 1.59% | +70.0% | |
| Sell | LIFE TIME GROUP HOLDINGS INC | $36,839,765 | +6.9% | 1,956,440 | -11.9% | 1.47% | +21.8% | |
| GLOB | Buy | GLOBANT S A | $34,503,293 | -2.9% | 193,556 | +10.0% | 1.38% | +10.7% |
| CSGP | Sell | COSTAR GROUP INC | $31,392,804 | -46.8% | 423,426 | -30.7% | 1.26% | -39.4% |
| Buy | VIVID SEATS INC | $30,129,672 | +41.3% | 5,239,943 | +47.2% | 1.20% | +60.9% | |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $28,721,749 | +35.6% | 998,670 | +37.5% | 1.15% | +54.6% |
| VERX | Buy | VERTEX INCcl a | $28,070,693 | +19.6% | 778,660 | +5.3% | 1.12% | +36.3% |
| GTLS | Sell | CHART INDS INC | $27,330,779 | -37.2% | 189,350 | -28.3% | 1.09% | -28.5% |
| CHEF | Sell | CHEFS WHSE INC | $26,749,480 | +0.6% | 683,955 | -3.2% | 1.07% | +14.6% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $26,621,438 | -27.5% | 201,907 | -5.4% | 1.06% | -17.3% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $26,161,337 | -21.0% | 263,670 | -21.3% | 1.05% | -10.0% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $25,677,707 | -8.8% | 682,192 | +12.7% | 1.03% | +3.8% |
| New | MAREX GROUP PLCord | $25,471,540 | – | 1,273,577 | +100.0% | 1.02% | – | |
| PHR | Sell | PHREESIA INC | $25,116,742 | -29.8% | 1,184,752 | -20.7% | 1.00% | -20.0% |
| VECO | Sell | VEECO INSTRS INC DEL | $24,073,213 | +10.8% | 515,376 | -16.6% | 0.96% | +26.2% |
| CSTL | Sell | CASTLE BIOSCIENCES INC | $23,053,146 | -36.0% | 1,058,941 | -34.9% | 0.92% | -27.2% |
| SIBN | Buy | SI-BONE INC | $22,796,896 | -12.6% | 1,763,101 | +10.7% | 0.91% | -0.3% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $22,052,649 | -31.3% | 2,149,381 | -0.2% | 0.88% | -21.8% |
| MEG | New | MONTROSE ENVIRONMENTAL GROUP | $21,535,848 | – | 483,300 | +100.0% | 0.86% | – |
| MTRN | Sell | MATERION CORP | $20,993,223 | -18.1% | 194,148 | -0.2% | 0.84% | -6.7% |
| TCBI | Buy | TEXAS CAP BANCSHARES INC | $20,969,064 | +11.4% | 342,968 | +12.1% | 0.84% | +26.9% |
| Sell | VITA COCO CO INC | $20,702,855 | -2.9% | 743,370 | -14.8% | 0.83% | +10.5% | |
| BLFS | Sell | BIOLIFE SOLUTIONS INC | $20,262,579 | +1.2% | 945,524 | -12.4% | 0.81% | +15.4% |
| VKTX | Buy | VIKING THERAPEUTICS INC | $20,074,781 | -23.2% | 378,698 | +18.8% | 0.80% | -12.5% |
| KRNT | Sell | KORNIT DIGITAL LTD | $19,994,448 | -23.0% | 1,365,741 | -4.7% | 0.80% | -12.3% |
| COMP | Sell | COMPASS INCcl a | $17,515,681 | -24.0% | 4,865,467 | -24.0% | 0.70% | -13.3% |
| PSN | New | PARSONS CORP DEL | $17,374,644 | – | 212,378 | +100.0% | 0.70% | – |
| INSM | Buy | INSMED INC | $17,371,425 | +378.7% | 259,275 | +93.8% | 0.70% | +447.2% |
| WK | Sell | WORKIVA INC | $17,127,906 | -47.5% | 234,661 | -39.1% | 0.68% | -40.3% |
| EVER | Sell | EVERQUOTE INC | $16,596,112 | -19.3% | 795,595 | -28.2% | 0.66% | -8.0% |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $15,888,710 | +6.4% | 58,111 | +3.4% | 0.64% | +21.4% |
| ELY | Sell | TOPGOLF CALLAWAY BRANDS CORP | $15,392,948 | -13.8% | 1,006,075 | -8.8% | 0.62% | -1.8% |
| LOVE | Sell | LOVESAC COMPANY | $15,262,748 | -46.2% | 675,941 | -46.2% | 0.61% | -38.7% |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $15,252,311 | -30.2% | 441,584 | -9.8% | 0.61% | -20.5% |
| BPMC | Sell | BLUEPRINT MEDICINES CORP | $15,060,315 | -11.5% | 139,732 | -22.1% | 0.60% | +1.0% |
| PRO | Sell | PROS HOLDINGS INC | $15,034,718 | -23.1% | 524,772 | -2.4% | 0.60% | -12.4% |
| SIMO | Sell | SILICON MOTION TECHNOLOGY COsponsored adr | $15,032,392 | -9.4% | 185,608 | -14.0% | 0.60% | +3.1% |
| PRCH | Sell | PORCH GROUP INC | $14,933,396 | -68.5% | 9,889,666 | -10.1% | 0.60% | -64.1% |
| QTRX | Buy | QUANTERIX CORP | $14,920,576 | -5.7% | 1,129,491 | +68.1% | 0.60% | +7.4% |
| STKL | Buy | SUNOPTA INC | $14,881,671 | +4.5% | 2,755,865 | +33.0% | 0.60% | +19.0% |
| THRM | Sell | GENTHERM INC | $14,483,656 | -32.9% | 293,667 | -21.7% | 0.58% | -23.6% |
| NTNX | Buy | NUTANIX INCcl a | $13,953,833 | +14.0% | 245,450 | +23.7% | 0.56% | +29.8% |
| CFLT | Buy | CONFLUENT INC | $13,460,542 | +17.9% | 455,826 | +21.8% | 0.54% | +34.4% |
| ROLL | Sell | RBC BEARINGS INC | $13,327,402 | -52.3% | 49,401 | -52.2% | 0.53% | -45.7% |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $13,045,083 | -32.3% | 94,605 | -42.7% | 0.52% | -22.8% |
| Sell | PORTILLOS INC | $12,921,408 | -40.0% | 1,329,363 | -12.5% | 0.52% | -31.6% | |
| EWTX | Buy | EDGEWISE THERAPEUTICS INC | $12,800,121 | +15.4% | 710,723 | +16.9% | 0.51% | +31.6% |
| FIVN | Buy | FIVE9 INC | $12,662,433 | +79.9% | 287,130 | +153.4% | 0.51% | +105.3% |
| PSTG | Sell | PURE STORAGE INCcl a | $12,601,469 | -56.7% | 196,254 | -65.0% | 0.50% | -50.7% |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN D | $12,517,967 | +1008.4% | 113,717 | +1041.4% | 0.50% | +1152.5% |
| Buy | MOONLAKE IMMUNOTHERAPEUTICSclass a ord | $12,472,047 | +15.1% | 283,649 | +31.4% | 0.50% | +31.0% | |
| EEFT | Sell | EURONET WORLDWIDE INC | $12,331,508 | -39.4% | 119,145 | -35.6% | 0.49% | -31.0% |
| Buy | ENOVIX CORPORATION | $12,215,193 | +116.8% | 790,116 | +12.3% | 0.49% | +147.0% | |
| BELFB | Buy | BEL FUSE INCcl b | $12,218,800 | +76.9% | 187,290 | +63.5% | 0.49% | +101.2% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $12,202,745 | +29.2% | 594,386 | +49.8% | 0.49% | +47.0% |
| PTC | Buy | PTC INC | $11,967,511 | +15.0% | 65,875 | +19.6% | 0.48% | +31.2% |
| Buy | REDDIT INCcl a | $11,868,334 | +100.3% | 185,762 | +54.6% | 0.48% | +128.4% | |
| Sell | FIRST WATCH RESTAURANT GROUP | $11,826,730 | -29.8% | 673,504 | -1.6% | 0.47% | -20.1% | |
| GTES | New | GATES INDL CORP PLC | $11,717,929 | – | 741,172 | +100.0% | 0.47% | – |
| MOD | Sell | MODINE MFG CO | $10,897,766 | -6.0% | 108,771 | -10.7% | 0.44% | +7.1% |
| TMDX | Sell | TRANSMEDICS GROUP INC | $10,785,748 | +9.4% | 71,609 | -46.3% | 0.43% | +24.9% |
| QLYS | Buy | QUALYS INC | $10,773,430 | +29.0% | 75,550 | +51.0% | 0.43% | +47.1% |
| New | KINIKSA PHARMACEUTICALS INTL | $10,618,282 | – | 568,735 | +100.0% | 0.42% | – | |
| PLRX | Sell | PLIANT THERAPEUTICS INC | $10,557,027 | -32.3% | 982,049 | -6.2% | 0.42% | -23.0% |
| FROG | Buy | JFROG LTD | $10,035,726 | +16.3% | 267,263 | +37.0% | 0.40% | +32.7% |
| HUBS | Sell | HUBSPOT INC | $10,035,867 | -17.1% | 17,016 | -12.0% | 0.40% | -5.4% |
| NTRA | Sell | NATERA INC | $9,961,922 | -17.6% | 91,993 | -30.4% | 0.40% | -6.1% |
| VRNS | Buy | VARONIS SYS INC | $9,886,809 | +16.9% | 206,104 | +14.9% | 0.40% | +33.3% |
| SKX | Buy | SKECHERS U S A INCcl a | $9,739,699 | +412.2% | 140,910 | +353.9% | 0.39% | +482.1% |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $9,665,519 | -12.8% | 171,253 | +0.9% | 0.39% | -0.5% |
| AMRC | Sell | AMERESCO INCcl a | $9,484,367 | -25.9% | 329,204 | -38.0% | 0.38% | -15.8% |
| Sell | CCC INTELLIGENT SOLUTIONS HL | $9,122,332 | -28.2% | 821,092 | -22.7% | 0.36% | -18.2% | |
| POWI | Buy | POWER INTEGRATIONS INC | $8,928,519 | +2.4% | 127,205 | +4.4% | 0.36% | +16.7% |
| XENE | Sell | XENON PHARMACEUTICALS INC | $8,818,212 | -16.1% | 226,166 | -7.3% | 0.35% | -4.3% |
| ARCT | Buy | ARCTURUS THERAPEUTICS HLDGS | $8,389,768 | -26.1% | 344,549 | +2.5% | 0.34% | -15.8% |
| STOK | Buy | STOKE THERAPEUTICS INC | $8,084,398 | +25.9% | 598,401 | +25.9% | 0.32% | +43.6% |
| BRKS | Buy | AZENTA INC | $7,630,058 | +7.7% | 145,003 | +23.4% | 0.30% | +22.5% |
| BLBD | New | BLUE BIRD CORP | $7,587,950 | – | 140,909 | +100.0% | 0.30% | – |
| PAR | New | PAR TECHNOLOGY CORP | $7,503,132 | – | 159,336 | +100.0% | 0.30% | – |
| CYTK | New | CYTOKINETICS INC | $7,416,050 | – | 136,878 | +100.0% | 0.30% | – |
| VCYT | Sell | VERACYTE INC | $7,370,985 | -2.8% | 340,147 | -0.6% | 0.30% | +10.9% |
| Sell | SPX TECHNOLOGIES INC | $7,355,887 | -48.8% | 51,751 | -55.7% | 0.29% | -41.8% | |
| PDFS | Buy | PDF SOLUTIONS INC | $7,164,459 | +21.2% | 196,934 | +12.2% | 0.29% | +38.0% |
| Sell | WNS HLDGS LTD | $7,096,163 | -21.2% | 135,165 | -24.2% | 0.28% | -10.1% | |
| PRTA | Buy | PROTHENA CORP PLC | $6,928,022 | -16.2% | 335,660 | +0.5% | 0.28% | -4.5% |
| OSIS | Sell | OSI SYSTEMS INC | $6,891,265 | -6.6% | 50,111 | -3.0% | 0.28% | +6.6% |
| CRVL | Sell | CORVEL CORP | $6,793,332 | -10.2% | 26,717 | -7.2% | 0.27% | +2.3% |
| HCAT | Sell | HEALTH CATALYST INC | $6,663,064 | -29.4% | 1,042,733 | -16.8% | 0.27% | -19.3% |
| KROS | Sell | KEROS THERAPEUTICS INC | $6,625,403 | -32.8% | 144,976 | -2.7% | 0.26% | -23.4% |
| Buy | KNIFE RIVER CORP | $6,558,651 | +9.1% | 93,508 | +26.1% | 0.26% | +24.2% | |
| CIEN | Buy | CIENA CORP | $6,536,099 | +3.3% | 135,660 | +6.0% | 0.26% | +17.6% |
| TXG | Buy | 10X GENOMICS INC | $6,496,436 | -3.2% | 334,007 | +86.7% | 0.26% | +10.2% |
| VVI | Buy | VIAD CORP | $6,475,470 | -7.0% | 190,455 | +8.0% | 0.26% | +6.1% |
| BBIO | Sell | BRIDGEBIO PHARMA INC | $6,371,128 | -54.9% | 251,525 | -45.0% | 0.26% | -48.6% |
| DSGX | Sell | DESCARTES SYS GROUP INC | $6,359,773 | -5.9% | 65,673 | -11.1% | 0.25% | +7.2% |
| ITCI | Buy | INTRA-CELLULAR THERAPIES INC | $6,341,147 | +83.4% | 92,585 | +85.3% | 0.25% | +109.9% |
| KNSL | Sell | KINSALE CAP GROUP INC | $6,297,402 | -61.6% | 16,345 | -47.7% | 0.25% | -56.2% |
| Buy | ZYMEWORKS INC | $6,276,134 | -9.1% | 737,501 | +12.3% | 0.25% | +3.3% | |
| KRUS | New | KURA SUSHI USA INC | $6,217,772 | – | 98,554 | +100.0% | 0.25% | – |
| ALGM | Buy | ALLEGRO MICROSYSTEMS INC | $6,195,969 | +47.3% | 219,404 | +40.7% | 0.25% | +67.6% |
| EXLS | Buy | EXLSERVICE HOLDINGS INC | $6,167,132 | +4.7% | 196,656 | +6.2% | 0.25% | +19.3% |
| ONTO | Sell | ONTO INNOVATION INC | $5,906,603 | -27.8% | 26,902 | -40.5% | 0.24% | -17.8% |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $5,900,455 | – | 136,838 | +100.0% | 0.24% | – |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $5,785,070 | +3.3% | 379,847 | +28.1% | 0.23% | +17.3% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $5,692,494 | -14.7% | 257,346 | +11.0% | 0.23% | -2.6% |
| Buy | RXSIGHT INC | $5,661,455 | +544.5% | 94,091 | +452.5% | 0.23% | +629.0% | |
| HBIO | Buy | HARVARD BIOSCIENCE INC | $5,487,384 | -30.6% | 1,925,398 | +3.3% | 0.22% | -20.6% |
| MEC | Buy | MAYVILLE ENGR CO INC | $5,405,070 | +97.4% | 324,434 | +69.8% | 0.22% | +125.0% |
| EXTR | New | EXTREME NETWORKS | $5,289,952 | – | 393,305 | +100.0% | 0.21% | – |
| NEOG | Buy | NEOGEN CORP | $5,284,956 | +4.3% | 338,129 | +5.3% | 0.21% | +18.5% |
| GH | Sell | GUARDANT HEALTH INC | $5,232,103 | +27.8% | 181,167 | -8.7% | 0.21% | +45.1% |
| RMBS | New | RAMBUS INC DEL | $5,078,627 | – | 86,430 | +100.0% | 0.20% | – |
| Sell | UDEMY INC | $4,861,745 | -55.9% | 563,354 | -43.9% | 0.20% | -49.6% | |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $4,809,686 | -20.6% | 214,910 | -2.4% | 0.19% | -9.9% |
| MLAB | Buy | MESA LABS INC | $4,722,370 | -17.5% | 54,424 | +4.3% | 0.19% | -6.0% |
| MASS | Sell | 908 DEVICES INC | $4,736,089 | -63.8% | 919,629 | -47.0% | 0.19% | -58.9% |
| APLS | Buy | APELLIS PHARMACEUTICALS INC | $4,694,612 | +19.9% | 122,383 | +83.8% | 0.19% | +37.2% |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $4,436,568 | – | 65,688 | +100.0% | 0.18% | – |
| BOOT | Sell | BOOT BARN HLDGS INC | $4,332,693 | -49.1% | 33,605 | -62.4% | 0.17% | -42.1% |
| NVMI | Sell | NOVA LTD | $4,307,378 | +10.6% | 18,366 | -16.4% | 0.17% | +25.5% |
| FOXF | Buy | FOX FACTORY HLDG CORP | $4,142,220 | +126.9% | 85,956 | +145.2% | 0.17% | +159.4% |
| FIX | New | COMFORT SYS USA INC | $4,104,099 | – | 13,495 | +100.0% | 0.16% | – |
| MYRG | New | MYR GROUP INC DEL | $4,045,922 | – | 29,813 | +100.0% | 0.16% | – |
| SLAB | Buy | SILICON LABORATORIES INC | $4,002,040 | +21.5% | 36,175 | +57.9% | 0.16% | +37.9% |
| Sell | ARTERIS INC | $3,960,038 | +0.9% | 527,302 | -1.7% | 0.16% | +14.5% | |
| REAX | Buy | THE REAL BROKERAGE INC | $3,913,881 | +57.6% | 964,010 | +21.1% | 0.16% | +80.5% |
| OKTA | Buy | OKTA INCcl a | $3,904,473 | +5.5% | 41,710 | +17.9% | 0.16% | +20.0% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $3,774,165 | +28.8% | 347,529 | +122.2% | 0.15% | +46.6% |
| RPD | Buy | RAPID7 INC | $3,722,535 | -5.8% | 86,110 | +6.8% | 0.15% | +7.2% |
| New | CELESTICA INC | $3,642,290 | – | 63,532 | +100.0% | 0.15% | – | |
| CEVA | Buy | CEVA INC | $3,526,482 | +15.1% | 182,814 | +35.5% | 0.14% | +30.6% |
| SMTC | Sell | SEMTECH CORP | $3,506,089 | -66.7% | 117,339 | -69.4% | 0.14% | -62.2% |
| DV | Sell | DOUBLEVERIFY HLDGS INC | $3,484,721 | -90.8% | 178,979 | -83.3% | 0.14% | -89.5% |
| Sell | SWEETGREEN INC | $3,426,044 | +13.6% | 113,671 | -4.8% | 0.14% | +29.2% | |
| CERT | Buy | CERTARA INC | $3,377,641 | -17.6% | 243,873 | +6.4% | 0.14% | -6.2% |
| NOVT | New | NOVANTA INC | $3,332,500 | – | 20,431 | +100.0% | 0.13% | – |
| FSLR | Buy | FIRST SOLAR INC | $3,311,106 | +37.3% | 14,686 | +2.8% | 0.13% | +55.3% |
| ROG | Buy | ROGERS CORP | $3,191,823 | +31.0% | 26,464 | +28.9% | 0.13% | +48.8% |
| Buy | CELLEBRITE DI LTDordinary shares | $3,144,965 | +421.8% | 263,177 | +383.8% | 0.13% | +500.0% | |
| NR | New | NEWPARK RES INC | $2,960,404 | – | 356,246 | +100.0% | 0.12% | – |
| UTI | New | UNIVERSAL TECHNICAL INST INC | $2,907,439 | – | 184,834 | +100.0% | 0.12% | – |
| INFN | New | INFINERA CORP | $2,667,237 | – | 437,970 | +100.0% | 0.11% | – |
| Sell | RISKIFIED LTD | $2,473,051 | -37.3% | 387,019 | -46.9% | 0.10% | -28.8% | |
| RDWR | Sell | RADWARE LTDord | $2,298,769 | -14.8% | 126,029 | -12.6% | 0.09% | -3.2% |
| ACVA | New | ACV AUCTIONS INC | $2,171,440 | – | 118,983 | +100.0% | 0.09% | – |
| CTSO | Sell | CYTOSORBENTS CORP | $1,872,659 | -35.3% | 2,663,811 | -12.5% | 0.08% | -26.5% |
| TSHA | New | TAYSHA GENE THERAPIES INC | $1,813,708 | – | 809,691 | +100.0% | 0.07% | – |
| EYPT | New | EYEPOINT PHARMACEUTICALS INC | $1,751,588 | – | 201,332 | +100.0% | 0.07% | – |
| VICR | Sell | VICOR CORP | $1,529,074 | -21.6% | 46,112 | -9.6% | 0.06% | -10.3% |
| New | SHARKNINJA INC | $1,341,127 | – | 17,846 | +100.0% | 0.05% | – | |
| HNST | Buy | HONEST CO INC | $1,320,643 | -16.8% | 452,275 | +15.4% | 0.05% | -5.4% |
| TTEK | Sell | TETRA TECH INC NEW | $1,281,885 | -5.2% | 6,269 | -14.3% | 0.05% | +8.5% |
| TWLO | Sell | TWILIO INCcl a | $1,220,563 | -26.5% | 21,485 | -20.8% | 0.05% | -15.5% |
| Sell | SYMBOTIC INC | $1,236,542 | -39.8% | 35,169 | -23.0% | 0.05% | -31.9% | |
| MRUS | New | MERUS N V | $1,199,672 | – | 20,275 | +100.0% | 0.05% | – |
| ORN | New | ORION GROUP HLDGS INC | $1,089,751 | – | 114,590 | +100.0% | 0.04% | – |
| ALTG | Sell | ALTA EQUIPMENT GROUP INC | $601,617 | -94.0% | 74,828 | -90.4% | 0.02% | -93.2% |
| GSHD | Buy | GOOSEHEAD INS INC | $582,040 | -13.7% | 10,133 | +0.1% | 0.02% | -4.2% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $414,127 | +14.1% | 504 | -6.0% | 0.02% | +30.8% |
| BMRA | Sell | BIOMERICA INC | $378,429 | -59.7% | 860,456 | -23.8% | 0.02% | -54.5% |
| AVPT | New | AVEPOINT INC | $383,696 | – | 36,823 | +100.0% | 0.02% | – |
| SSTI | Sell | SOUNDTHINKING INC | $365,753 | -90.1% | 30,029 | -87.1% | 0.02% | -88.5% |
| DXCM | Sell | DEXCOM INC | $335,378 | -21.4% | 2,958 | -3.9% | 0.01% | -13.3% |
| DAR | Sell | DARLING INGREDIENTS INC | $326,561 | -35.5% | 8,886 | -18.4% | 0.01% | -27.8% |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $299,124 | -92.0% | 34,030 | -90.0% | 0.01% | -90.9% |
| SHLS | Sell | SHOALS TECHNOLOGIES GROUP INcl a | $144,862 | -96.6% | 23,215 | -94.0% | 0.01% | -96.0% |
| RSSS | Buy | RESEARCH SOLUTIONS INC | $86,259 | -11.3% | 33,827 | +9.9% | 0.00% | 0.0% |
| WTS | Exit | WATTS WATER TECHNOLOGIES INCcl a | $0 | – | -1,113 | -100.0% | -0.01% | – |
| Exit | CARIBOU BIOSCIENCES INC | $0 | – | -73,192 | -100.0% | -0.01% | – | |
| TDUP | Exit | THREDUP INCcl a | $0 | – | -267,500 | -100.0% | -0.02% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -3,424 | -100.0% | -0.03% | – |
| CYRX | Exit | CRYOPORT INC | $0 | – | -53,144 | -100.0% | -0.03% | – |
| VCEL | Exit | VERICEL CORP | $0 | – | -25,061 | -100.0% | -0.05% | – |
| Exit | NUVEI CORPORATION | $0 | – | -43,448 | -100.0% | -0.05% | – | |
| PNR | Exit | PENTAIR PLC | $0 | – | -19,154 | -100.0% | -0.06% | – |
| FORM | Exit | FORMFACTOR INC | $0 | – | -61,011 | -100.0% | -0.10% | – |
| Exit | NEXTRACKER INC | $0 | – | -51,817 | -100.0% | -0.10% | – | |
| SRI | Exit | STONERIDGE INC | $0 | – | -205,653 | -100.0% | -0.13% | – |
| CSIQ | Exit | CANADIAN SOLAR INC | $0 | – | -213,016 | -100.0% | -0.15% | – |
| CXM | Exit | SPRINKLR INCcl a | $0 | – | -357,656 | -100.0% | -0.15% | – |
| Exit | HASHICORP INC | $0 | – | -209,883 | -100.0% | -0.20% | – | |
| ETSY | Exit | ETSY INC | $0 | – | -82,790 | -100.0% | -0.20% | – |
| FARO | Exit | FARO TECHNOLOGIES INC | $0 | – | -275,120 | -100.0% | -0.21% | – |
| COUR | Exit | COURSERA INC | $0 | – | -513,099 | -100.0% | -0.25% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -53,814 | -100.0% | -0.26% | – |
| Exit | KLAVIYO INC | $0 | – | -306,824 | -100.0% | -0.28% | – | |
| SWAV | Exit | SHOCKWAVE MED INC | $0 | – | -24,363 | -100.0% | -0.28% | – |
| BLUE | Exit | BLUEBIRD BIO INC | $0 | – | -7,711,669 | -100.0% | -0.35% | – |
| PRFT | Exit | PERFICIENT INC | $0 | – | -182,957 | -100.0% | -0.36% | – |
| SSYS | Exit | STRATASYS LTD | $0 | – | -899,735 | -100.0% | -0.37% | – |
| TRIP | Exit | TRIPADVISOR INC | $0 | – | -389,194 | -100.0% | -0.38% | – |
| KNSA | Exit | KINIKSA PHARMACEUTICALS LTD | $0 | – | -648,087 | -100.0% | -0.45% | – |
| RH | Exit | RH | $0 | – | -44,282 | -100.0% | -0.54% | – |
| BMBL | Exit | BUMBLE INC | $0 | – | -1,433,662 | -100.0% | -0.57% | – |
| RGEN | Exit | REPLIGEN CORP | $0 | – | -124,765 | -100.0% | -0.81% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Destra Capital Advisors LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Signatures
The EDGAR filing(s) were signed by:
About Granahan Investment Management
Granahan Investment Management is a Boston-based investment firm that specializes in small-cap growth equity strategies. The firm was founded in 1985 by Jane Granahan and her late husband, Gerald Granahan, who was a pioneer in the small-cap growth investing space. Today, the firm is led by CEO and Chief Investment Officer Gary Hatton, who has been with the firm since 1993.
Granahan Investment Management has a team of experienced investment professionals who conduct extensive research to identify high-growth companies with strong fundamentals and attractive valuations. The firm's investment process is focused on bottom-up stock selection, with a long-term investment horizon. The team seeks to invest in companies with sustainable competitive advantages, strong management teams, and attractive growth prospects.
The firm manages several mutual funds, including the Granahan Small Cap Advantage Fund, which has a 5-star Morningstar rating and has outperformed its benchmark over the long term. The firm also manages separate accounts for institutional clients.
Granahan Investment Management has a strong culture of integrity, teamwork, and client service. The firm's investment professionals are committed to delivering superior investment results and building long-term relationships with their clients.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COSTAR GROUP INC | 45 | Q2 2024 | 4.7% |
| SPS COMM INC | 45 | Q2 2024 | 3.5% |
| EURONET WORLDWIDE, INC | 45 | Q2 2024 | 1.7% |
| OSI SYSTEMS INC | 45 | Q2 2024 | 2.4% |
| RBC BEARINGS INC | 45 | Q2 2024 | 1.5% |
| PROS HOLDINGS INC | 45 | Q2 2024 | 0.8% |
| RADWARE LTD | 45 | Q2 2024 | 1.3% |
| POWER INTEGRATIONS INC | 45 | Q2 2024 | 0.9% |
| PTC INC | 45 | Q2 2024 | 1.3% |
| SILICON LABORATORIES, INC | 45 | Q2 2024 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| indie Semiconductor, Inc. | April 11, 2024 | 19,379,926 | 11.8% |
| 908 Devices Inc. | February 14, 2024 | 2,038,658 | 6.3% |
| BIOMERICA INC | February 14, 2024 | 1,082,672 | 6.4% |
| bluebird bio, Inc. | February 14, 2024 | 8,077,697 | 7.4% |
| CASTLE BIOSCIENCES INC | February 14, 2024 | 2,166,471 | 8.0% |
| Cytosorbents Corp | February 14, 2024 | 3,618,143 | 6.9% |
| EverQuote, Inc. | February 14, 2024 | 1,491,009 | 5.3% |
| Genius Sports Ltd | February 14, 2024 | 13,578,412 | 6.3% |
| ICAD INC | February 14, 2024 | 426,409 | 1.6% |
| Kornit Digital Ltd. | February 14, 2024 | 2,233,550 | 4.5% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| SC 13G/A | 2024-04-11 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
View Granahan Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.