$3.89 Billion is the total value of Granahan Investment Management's 209 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 17.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALKS | Sell | ALKERMES | $92,221,000 | +11.1% | 2,268,100 | -8.2% | 2.37% | +7.5% |
| WST | WEST PHARMA SVCS | $81,945,000 | +19.2% | 1,670,300 | 0.0% | 2.11% | +15.4% | |
| CROX | Buy | CROCS INC | $60,584,000 | +26.2% | 3,805,500 | +7.9% | 1.56% | +22.2% |
| KMT | Buy | KENNAMETAL | $58,561,000 | +48.2% | 1,124,663 | +29.8% | 1.51% | +43.4% |
| ATMI | Buy | ATMI INC | $57,187,000 | +186.4% | 1,892,975 | +151.4% | 1.47% | +176.8% |
| P | Buy | PANDORA | $56,478,000 | +45.3% | 2,123,220 | +37.2% | 1.45% | +40.6% |
| DXPE | Buy | DXP ENTERPRISES | $55,454,000 | +86.0% | 481,373 | +27.5% | 1.43% | +80.1% |
| EEFT | Sell | EURONET | $55,302,000 | -1.1% | 1,155,735 | -17.6% | 1.42% | -4.3% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $54,672,000 | -7.7% | 356,819 | -11.3% | 1.41% | -10.7% |
| SNTS | Sell | SANTARUS | $46,948,000 | +31.1% | 1,468,949 | -7.4% | 1.21% | +26.8% |
| ROLL | Buy | RBC BEARINGS | $46,457,000 | +9.0% | 656,631 | +1.5% | 1.19% | +5.5% |
| BWLD | Sell | BUFFALO WILD WINGS | $46,406,000 | +3.6% | 315,260 | -21.7% | 1.19% | +0.3% |
| BRKR | BRUKER CORP | $45,333,000 | -4.3% | 2,293,000 | 0.0% | 1.17% | -7.3% | |
| BLOX | Sell | INFOBLOX | $43,553,000 | -30.2% | 1,319,000 | -11.7% | 1.12% | -32.5% |
| UBNT | Sell | UBIQUITI NETWORKS | $42,412,000 | +4.5% | 922,800 | -23.6% | 1.09% | +1.1% |
| PTC | Sell | PTC INC | $41,472,000 | +14.7% | 1,171,870 | -7.8% | 1.07% | +10.9% |
| OUTR | Sell | OUTERWALL INC | $41,115,000 | -11.6% | 611,200 | -34.3% | 1.06% | -14.5% |
| FNSR | Sell | FINISAR | $40,454,000 | -0.4% | 1,691,200 | -5.8% | 1.04% | -3.6% |
| AMG | Buy | AFFILIATED MANAGERS GROUP | $39,634,000 | +48.0% | 182,744 | +24.6% | 1.02% | +43.3% |
| PSMT | Sell | PRICESMART | $39,110,000 | +7.3% | 338,500 | -11.5% | 1.01% | +3.9% |
| RHT | Sell | RED HAT INC | $38,690,000 | +10.3% | 690,400 | -9.2% | 1.00% | +6.8% |
| HSIC | HENRY SCHEIN | $38,660,000 | +10.1% | 338,350 | 0.0% | 0.99% | +6.5% | |
| CSGP | Buy | COSTAR CORP | $38,479,000 | +53.5% | 208,470 | +39.6% | 0.99% | +48.5% |
| RDWR | Buy | RADWARE | $38,419,000 | +37.6% | 2,136,785 | +6.7% | 0.99% | +33.2% |
| IRBT | Buy | IROBOT | $37,104,000 | +52.0% | 1,067,140 | +64.6% | 0.95% | +47.2% |
| RKUS | Buy | RUCKUS WIRELESS | $36,902,000 | -8.3% | 2,598,750 | +8.7% | 0.95% | -11.2% |
| NKTR | Buy | NEKTAR | $36,637,000 | +29.2% | 3,227,906 | +18.9% | 0.94% | +25.1% |
| GES | GUESS INC | $36,568,000 | +4.1% | 1,176,965 | 0.0% | 0.94% | +0.8% | |
| XRAY | Buy | DENTSPLY | $36,033,000 | +48.1% | 743,250 | +32.6% | 0.93% | +43.3% |
| PSIX | Buy | POWER SOLUTIONS INTERNATIONAL | $35,584,000 | +34.8% | 473,819 | +6.1% | 0.92% | +30.5% |
| TIVO | Sell | TIVO INC | $35,140,000 | +3.3% | 2,678,320 | -2.1% | 0.90% | 0.0% |
| SWM | Sell | SCHWEITZER MAUDUIT INT'L | $34,608,000 | -16.7% | 672,400 | -2.0% | 0.89% | -19.3% |
| IMAX | Buy | IMAX CORP | $33,986,000 | +6.1% | 1,152,851 | +8.8% | 0.87% | +2.7% |
| DECK | New | DECKERS OUTDOOR | $33,776,000 | – | 399,900 | +100.0% | 0.87% | – |
| OMG | Buy | OM GROUP | $33,748,000 | +38.6% | 926,891 | +28.5% | 0.87% | +34.2% |
| MINI | Sell | MOBILE MINI | $33,327,000 | -7.6% | 809,300 | -23.6% | 0.86% | -10.6% |
| BIO | BIO RAD LABS | $32,897,000 | +5.1% | 266,134 | 0.0% | 0.85% | +1.8% | |
| SMCI | Buy | SUPER MICRO COMPUTER | $32,682,000 | +31.3% | 1,904,557 | +3.6% | 0.84% | +27.1% |
| RVBD | Buy | RIVERBED TECHNOLOGY | $31,286,000 | +26.2% | 1,730,400 | +1.9% | 0.80% | +22.2% |
| DSW | Buy | DSW SHOE WAREHOUSE | $31,270,000 | -21.3% | 731,800 | +57.1% | 0.80% | -23.9% |
| SPSC | Sell | SPS COMMERCE | $31,104,000 | -14.1% | 476,331 | -11.9% | 0.80% | -16.8% |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $31,103,000 | +71.5% | 744,098 | +41.7% | 0.80% | +66.0% |
| TER | Sell | TERADYNE | $30,283,000 | +1.2% | 1,718,680 | -5.1% | 0.78% | -2.0% |
| STAG | Buy | STAG INDUSTRIAL | $30,036,000 | +48.3% | 1,473,093 | +46.3% | 0.77% | +43.5% |
| ZLTQ | Buy | ZELTIQ | $29,822,000 | +226.6% | 1,577,024 | +55.8% | 0.77% | +215.6% |
| INVN | Buy | INVENSENSE INC | $29,080,000 | +41.4% | 1,399,400 | +19.9% | 0.75% | +37.0% |
| VRTX | VERTEX PHARM | $28,836,000 | -2.0% | 388,100 | 0.0% | 0.74% | -5.2% | |
| AWAY | Buy | HOMEAWAY INC | $28,739,000 | +133.4% | 703,010 | +59.7% | 0.74% | +126.0% |
| KAMN | Buy | KAMAN CORP | $28,644,000 | +9.7% | 720,968 | +4.5% | 0.74% | +6.1% |
| GWR | Buy | GENESEE & WYOMING | $28,360,000 | +6.8% | 295,260 | +3.4% | 0.73% | +3.4% |
| CDNS | Sell | CADENCE DESIGN | $28,193,000 | -3.4% | 2,010,900 | -6.9% | 0.72% | -6.6% |
| LNKD | Sell | LINKEDIN CORP | $28,083,000 | -24.1% | 129,516 | -13.9% | 0.72% | -26.6% |
| SLAB | Sell | SILICON LABORATORIES INC | $27,498,000 | -4.6% | 634,920 | -5.9% | 0.71% | -7.7% |
| UAA | Sell | UNDER ARMOUR | $27,316,000 | -23.9% | 312,900 | -30.8% | 0.70% | -26.4% |
| MTD | METTLER TOLEDO | $26,527,000 | +1.0% | 109,350 | 0.0% | 0.68% | -2.2% | |
| FEIC | Sell | FEI COMPANY | $25,749,000 | -9.8% | 288,150 | -11.4% | 0.66% | -12.7% |
| QLIK | Sell | QLIK TECHNOLOGIES | $25,543,000 | -28.0% | 959,200 | -7.4% | 0.66% | -30.3% |
| CASY | Sell | CASEYS GENERAL STORES | $25,367,000 | -15.7% | 361,100 | -12.0% | 0.65% | -18.5% |
| DKS | Sell | DICKS SPORTING GOODS | $25,192,000 | -44.2% | 433,592 | -48.7% | 0.65% | -46.0% |
| EXAS | New | EXACT SCIENCES | $24,814,000 | – | 2,111,843 | +100.0% | 0.64% | – |
| WNS | Sell | WNS HOLDINGS LTD | $24,502,000 | -4.3% | 1,118,300 | -7.3% | 0.63% | -7.4% |
| PRO | Sell | PROS HOLDING | $23,824,000 | +13.4% | 597,100 | -2.8% | 0.61% | +9.9% |
| TYPE | Buy | MONOTYPE IMAGING | $23,584,000 | +16.4% | 740,226 | +4.7% | 0.61% | +12.6% |
| LPSN | Buy | LIVEPERSON | $23,314,000 | +316.7% | 1,573,134 | +165.1% | 0.60% | +302.0% |
| LOPE | Sell | GRAND CANYON EDUCATION | $22,872,000 | +4.2% | 524,580 | -3.8% | 0.59% | +0.9% |
| CNQR | Buy | CONCUR TECHN | $22,501,000 | +34.4% | 218,077 | +44.0% | 0.58% | +30.1% |
| EAT | New | BRINKER INTERNATIONAL | $22,405,000 | – | 483,500 | +100.0% | 0.58% | – |
| GCO | GENESCO INC | $21,962,000 | +11.4% | 300,600 | 0.0% | 0.56% | +7.8% | |
| PRFT | Buy | PERFICIENT | $21,953,000 | +30.7% | 937,357 | +2.5% | 0.56% | +26.5% |
| FRAN | Buy | FRANCESCA'S HOLDINGS | $21,705,000 | +5.4% | 1,179,600 | +6.6% | 0.56% | +2.0% |
| FDS | FACTSET RESEARCH SYSTEMS | $21,678,000 | -0.5% | 199,650 | 0.0% | 0.56% | -3.8% | |
| DWRE | Buy | DEMANDWARE | $20,946,000 | +64.5% | 326,670 | +18.8% | 0.54% | +59.5% |
| JOBS | Buy | 51JOB INC | $20,480,000 | +30.0% | 262,898 | +19.9% | 0.53% | +26.1% |
| ARUN | Sell | ARUBA NETWORKS | $20,295,000 | -4.0% | 1,133,800 | -10.8% | 0.52% | -7.1% |
| TNC | Buy | TENNANT CO | $20,111,000 | +24.2% | 296,582 | +13.6% | 0.52% | +20.2% |
| ENTR | Buy | ENTROPIC COMMUNICATIONS | $19,873,000 | +9.8% | 4,228,311 | +2.0% | 0.51% | +6.2% |
| CNK | Sell | CINEMARK HOLDINGS | $19,875,000 | -18.5% | 596,300 | -22.4% | 0.51% | -21.1% |
| QGEN | QIAGEN NV | $19,691,000 | +11.3% | 827,000 | 0.0% | 0.51% | +7.7% | |
| TYL | Sell | TYLER TECHNOLOGIES | $19,430,000 | -0.8% | 190,250 | -15.0% | 0.50% | -3.8% |
| CAB | CABELA'S | $19,431,000 | +5.8% | 291,500 | 0.0% | 0.50% | +2.5% | |
| CTCT | Sell | CONSTANT CONTACT | $19,096,000 | +3.4% | 614,627 | -21.2% | 0.49% | 0.0% |
| CLNE | Buy | CLEAN ENERGY FUELS CORP | $18,503,000 | +12.6% | 1,436,600 | +11.6% | 0.48% | +8.9% |
| 2978PS | Sell | E2OPEN | $18,458,000 | -12.7% | 771,996 | -18.2% | 0.48% | -15.5% |
| SSYS | Buy | STRATASYS LTD | $18,239,000 | +33.9% | 135,401 | +0.6% | 0.47% | +29.6% |
| MKTG | Buy | RESPONSYS INC | $18,076,000 | +90.3% | 659,484 | +14.7% | 0.46% | +84.5% |
| GIMO | New | GIGAMON INC | $17,797,000 | – | 633,800 | +100.0% | 0.46% | – |
| ADS | ALLIANCE DATA SYSTEMS | $17,682,000 | +24.3% | 67,250 | 0.0% | 0.46% | +20.4% | |
| LQDT | Sell | LIQUIDITY SERVICES | $17,646,000 | -65.3% | 778,738 | -48.7% | 0.45% | -66.4% |
| EXPO | Buy | EXPONENT | $17,570,000 | +32.3% | 227,367 | +22.7% | 0.45% | +28.0% |
| ACXM | Sell | ACXIOM | $17,380,000 | +24.6% | 469,988 | -4.4% | 0.45% | +20.5% |
| MGRC | Buy | MCGRATH RENT | $17,293,000 | +1052.1% | 434,491 | +933.7% | 0.44% | +1012.5% |
| QCOR | New | QUESTCOR PHARMACEUTICALS | $16,880,000 | – | 310,000 | +100.0% | 0.43% | – |
| IMGN | Buy | IMMUNOGEN | $16,656,000 | -11.0% | 1,135,401 | +3.3% | 0.43% | -13.9% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $16,527,000 | +68.9% | 822,636 | +31.9% | 0.42% | +63.5% |
| MOD | Buy | MODINE MANUFACTURING | $16,422,000 | -7.1% | 1,280,959 | +6.0% | 0.42% | -10.2% |
| PLOW | Buy | DOUGLAS DYNAMICS | $16,043,000 | +105.1% | 953,815 | +79.6% | 0.41% | +98.1% |
| IPGP | Sell | IPG PHOTONICS | $15,809,000 | +24.9% | 203,700 | -9.3% | 0.41% | +20.8% |
| VRTU | Sell | VIRTUSA CORP | $15,754,000 | +24.1% | 413,591 | -5.3% | 0.40% | +20.2% |
| BDE | Buy | BLACK DIAMOND | $15,524,000 | +19.9% | 1,164,621 | +9.3% | 0.40% | +16.0% |
| BID | Sell | SOTHEBY'S | $15,332,000 | -62.3% | 288,200 | -65.2% | 0.39% | -63.5% |
| ISIL | Buy | INTERSIL | $15,297,000 | +51.4% | 1,333,495 | +48.2% | 0.39% | +46.1% |
| ABCO | Sell | ADVISORY BOARD | $15,254,000 | +1.6% | 239,581 | -5.1% | 0.39% | -1.8% |
| BRCD | Buy | BROCADE COMMUNICATIONS | $14,943,000 | +14.9% | 1,685,600 | +4.3% | 0.38% | +11.0% |
| WBMD | New | WEB MD HEALTH CORP | $14,672,000 | – | 371,451 | +100.0% | 0.38% | – |
| MNRO | MONRO MUFFLER | $14,521,000 | +21.4% | 257,650 | 0.0% | 0.37% | +17.3% | |
| QLYS | Buy | QUALYS INC | $14,148,000 | +14.7% | 612,198 | +6.2% | 0.36% | +11.0% |
| BJRI | Sell | BJ'S RESTAURANTS | $14,002,000 | -19.7% | 450,810 | -25.9% | 0.36% | -22.2% |
| BC | Sell | BRUNSWICK CORP | $13,896,000 | -48.1% | 301,700 | -55.0% | 0.36% | -49.8% |
| CECE | Buy | CECO ENVIRONMENTAL | $13,791,000 | +14.8% | 853,816 | +0.0% | 0.36% | +11.3% |
| SHOR | Buy | SHORETEL INC | $13,155,000 | +65.8% | 1,417,581 | +7.9% | 0.34% | +60.2% |
| ASNA | New | ASCENA RETAIL GROUP | $13,119,000 | – | 620,000 | +100.0% | 0.34% | – |
| IMPV | Buy | IMPERVA | $12,798,000 | +16.7% | 265,900 | +1.9% | 0.33% | +13.1% |
| PAY | Sell | VERIFONE SYSTEMS INC | $12,670,000 | +10.6% | 472,410 | -5.8% | 0.33% | +7.2% |
| LULU | Buy | LULULEMON ATHLETICA | $12,650,000 | -5.2% | 214,300 | +17.4% | 0.32% | -8.5% |
| EPAM | Sell | EPAM SYSTEMS | $12,362,000 | -9.1% | 353,800 | -10.3% | 0.32% | -11.9% |
| RLD | Sell | REALD INC | $12,336,000 | -2.0% | 1,444,443 | -19.7% | 0.32% | -5.1% |
| MPWR | Sell | MONOLITHIC POWER | $12,304,000 | +3.4% | 355,000 | -9.7% | 0.32% | 0.0% |
| POWI | Sell | POWER INTEGRATIONS | $12,093,000 | +0.7% | 216,637 | -2.3% | 0.31% | -2.5% |
| FRGI | Sell | FIESTA RESTAURANT GROUP | $11,864,000 | +6.8% | 227,100 | -23.1% | 0.30% | +3.4% |
| KEGXQ | Sell | KEY ENERGY SVCS | $11,769,000 | -11.8% | 1,489,800 | -18.6% | 0.30% | -14.6% |
| LMNX | Buy | LUMINEX CORP | $11,663,000 | +3.1% | 601,200 | +6.3% | 0.30% | 0.0% |
| SAPE | Sell | SAPIENT | $11,404,000 | -5.0% | 656,900 | -14.7% | 0.29% | -8.2% |
| IVC | Sell | INVACARE | $11,390,000 | +23.8% | 490,750 | -7.9% | 0.29% | +20.1% |
| PFPT | Buy | PROOFPOINT | $11,329,000 | +7.4% | 341,557 | +4.0% | 0.29% | +3.9% |
| KNX | Sell | KNIGHT TRANS | $11,160,000 | -5.3% | 608,480 | -14.7% | 0.29% | -8.3% |
| TFM | Sell | THE FRESH MARKET | $11,042,000 | -18.4% | 272,632 | -4.7% | 0.28% | -21.1% |
| SCMP | Buy | SUCAMPO PHARMACEUTICALS | $11,011,000 | +54.1% | 1,171,399 | +2.3% | 0.28% | +48.9% |
| CYNO | Buy | CYNOSURE | $11,000,000 | +25.3% | 412,911 | +7.3% | 0.28% | +21.5% |
| SRPT | Buy | SAREPTA THERAPEUTICS | $10,969,000 | -32.3% | 538,504 | +56.9% | 0.28% | -34.6% |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $10,900,000 | +130.5% | 272,700 | +119.0% | 0.28% | +122.2% |
| PRGS | Buy | PROGRESS SFTWR | $10,572,000 | +9.3% | 409,301 | +9.4% | 0.27% | +5.8% |
| VASC | Buy | VASCULAR SOLUTIONS | $10,512,000 | +48.6% | 454,061 | +7.8% | 0.27% | +43.6% |
| ELOS | Buy | SYNERON MEDICAL LTD | $10,440,000 | +55.4% | 848,804 | +9.0% | 0.27% | +50.6% |
| KAR | Sell | KAR AUCTION SERVICES | $10,399,000 | -54.9% | 351,900 | -57.0% | 0.27% | -56.4% |
| OXM | OXFORD INDUSTRIES | $10,326,000 | +18.7% | 128,000 | 0.0% | 0.27% | +15.2% | |
| LFUS | LITTELFUSE | $10,222,000 | +18.8% | 110,000 | 0.0% | 0.26% | +14.8% | |
| GENTY | Sell | GENTIUM | $10,072,000 | +63.9% | 176,400 | -22.1% | 0.26% | +58.9% |
| HIBB | Sell | HIBBETT SPORTS | $10,025,000 | -7.6% | 149,289 | -22.8% | 0.26% | -10.4% |
| ANF | Sell | ABERCROMBIE & FITCH | $10,038,000 | -15.8% | 305,000 | -9.5% | 0.26% | -18.6% |
| MSCC | MICROSEMI | $9,763,000 | +2.9% | 391,300 | 0.0% | 0.25% | -0.4% | |
| GCA | GLOBAL CASH ACCESS | $9,706,000 | +27.9% | 971,581 | 0.0% | 0.25% | +23.8% | |
| STNR | Sell | STEINER LEISURE LTD | $9,676,000 | -39.4% | 196,715 | -28.0% | 0.25% | -41.3% |
| CRM | Sell | SALESFORCE.COM | $9,382,000 | -55.5% | 170,000 | -58.2% | 0.24% | -57.0% |
| SLTM | Buy | SOLTA MEDICAL | $9,175,000 | +49.2% | 3,110,126 | +4.7% | 0.24% | +44.8% |
| HZO | Buy | MARINEMAX INC | $9,061,000 | +46.7% | 563,481 | +11.3% | 0.23% | +42.1% |
| ACRX | Buy | ACELRX PHARMACEUTICALS | $8,967,000 | +77.6% | 792,878 | +69.3% | 0.23% | +72.4% |
| TITN | Buy | TITAN MACHINERY | $8,352,000 | +20.3% | 468,683 | +8.5% | 0.22% | +16.8% |
| MTH | MERITAGE HOMES CORP | $8,367,000 | +11.7% | 174,350 | 0.0% | 0.22% | +8.0% | |
| HBIO | Buy | HARVARD BIOSCIENCE | $8,103,000 | +52.6% | 1,723,960 | +70.8% | 0.21% | +47.5% |
| RYL | RYLAND GROUP | $7,822,000 | +7.1% | 180,200 | 0.0% | 0.20% | +3.6% | |
| DRRX | Buy | DURECT CORP | $7,806,000 | +94.6% | 4,511,960 | +50.7% | 0.20% | +87.9% |
| PTRY | New | THE PANTRY | $7,533,000 | – | 448,900 | +100.0% | 0.19% | – |
| SODA | Buy | SODASTREAM INTERNATIONAL | $7,502,000 | +347.6% | 151,120 | +462.2% | 0.19% | +328.9% |
| KBH | KB HOME | $7,478,000 | +1.4% | 409,100 | 0.0% | 0.19% | -2.0% | |
| RMTI | New | ROCKWELL MEDICAL | $7,076,000 | – | 677,740 | +100.0% | 0.18% | – |
| CUTR | Buy | CUTERA | $6,979,000 | +27.3% | 685,599 | +11.3% | 0.18% | +22.6% |
| CGIPQ | Buy | CELADON GROUP | $6,828,000 | +5.9% | 350,499 | +1.4% | 0.18% | +2.9% |
| TSLA | Buy | TESLA MOTORS | $6,783,000 | -18.8% | 45,090 | +4.4% | 0.17% | -21.6% |
| ECOM | New | CHANNELADVISOR CORP | $6,632,000 | – | 159,005 | +100.0% | 0.17% | – |
| LMAT | Buy | LEMAITRE VASCULAR | $6,299,000 | +19.7% | 786,415 | +0.1% | 0.16% | +15.7% |
| THRM | GENTHERM | $6,163,000 | +40.5% | 229,860 | 0.0% | 0.16% | +35.0% | |
| TINY | Buy | HARRIS & HARRIS | $5,986,000 | +78.3% | 2,008,636 | +79.4% | 0.15% | +73.0% |
| BAS | BASIC ENERGY | $5,918,000 | +24.9% | 375,000 | 0.0% | 0.15% | +20.6% | |
| NSPH | Buy | NANOSPHERE | $5,815,000 | +26.7% | 2,539,327 | +10.6% | 0.15% | +23.0% |
| OSIS | Buy | OSI SYSTEMS | $5,655,000 | -17.7% | 106,480 | +15.3% | 0.14% | -20.8% |
| RTEC | Buy | RUDOLPH TECH | $5,518,000 | +22.9% | 469,978 | +19.3% | 0.14% | +19.3% |
| ICGE | Buy | INTERNET CAPITAL GROUP | $5,499,000 | +553.1% | 295,168 | +397.2% | 0.14% | +540.9% |
| CLH | New | CLEAN HARBORS | $5,498,000 | – | 91,700 | +100.0% | 0.14% | – |
| RES | Sell | RPC INC | $5,395,000 | -57.6% | 302,250 | -63.2% | 0.14% | -58.9% |
| IPHI | Buy | INPHI | $5,424,000 | -2.0% | 420,500 | +2.1% | 0.14% | -5.4% |
| FIX | Buy | COMFORT SYSTEMS | $5,333,000 | +22.2% | 275,027 | +5.9% | 0.14% | +18.1% |
| ANRZQ | ALPHA NATURAL RESOURCES | $5,024,000 | +19.8% | 703,600 | 0.0% | 0.13% | +16.2% | |
| FWMHQ | Buy | FAIRWAY GROUP HOLDINGS | $4,778,000 | +2.0% | 263,100 | +43.6% | 0.12% | -0.8% |
| TXTR | Buy | TEXTURA CORP | $4,702,000 | +56.3% | 157,050 | +124.9% | 0.12% | +51.2% |
| BNFT | New | BENEFITFOCUS | $4,693,000 | – | 81,278 | +100.0% | 0.12% | – |
| CEVA | Buy | CEVA | $4,285,000 | -9.4% | 281,557 | +2.8% | 0.11% | -12.7% |
| JBLU | JETBLUE AIRWAYS | $4,185,000 | +28.1% | 490,000 | 0.0% | 0.11% | +24.1% | |
| PSEM | Buy | PERICOM SEMICONDUCTOR | $4,204,000 | +30.6% | 474,499 | +15.0% | 0.11% | +27.1% |
| NGVC | New | NATURAL GROCERS BY VITAMIN COT | $4,043,000 | – | 95,236 | +100.0% | 0.10% | – |
| BSFT | Buy | BROADSOFT | $3,986,000 | -20.5% | 145,900 | +5.0% | 0.10% | -23.3% |
| NEO | Buy | NEOGENOMICS | $3,733,000 | +219.6% | 1,031,131 | +164.9% | 0.10% | +209.7% |
| DGI | DIGITAL GLOBE | $3,613,000 | +30.2% | 87,800 | 0.0% | 0.09% | +25.7% | |
| ENV | New | ENVESTNET, INC | $3,498,000 | – | 86,800 | +100.0% | 0.09% | – |
| CSH | CASH AMERICA | $3,420,000 | -15.4% | 89,300 | 0.0% | 0.09% | -17.8% | |
| STAA | Buy | STAAR SURGICAL | $3,356,000 | +155.8% | 207,317 | +114.0% | 0.09% | +145.7% |
| SOHO | Buy | SOTHERLY HOTELS | $3,226,000 | +76.6% | 543,080 | +40.9% | 0.08% | +69.4% |
| BDSI | New | BIODELIVERY SCIENCE INT'L | $2,988,000 | – | 507,251 | +100.0% | 0.08% | – |
| ATW | Sell | ATWOOD OCEANICS | $2,776,000 | -44.6% | 52,000 | -42.9% | 0.07% | -46.6% |
| INWK | Sell | INNER WORKINGS INC | $2,719,000 | -59.2% | 349,093 | -48.6% | 0.07% | -60.5% |
| CVGW | Buy | CALAVO GROWERS | $2,399,000 | +53.9% | 79,291 | +53.8% | 0.06% | +51.2% |
| LF | New | LEAPFROG | $2,395,000 | – | 301,700 | +100.0% | 0.06% | – |
| SQI | Sell | SCIQUEST INC | $2,424,000 | -65.0% | 85,120 | -72.4% | 0.06% | -66.3% |
| ZIXI | Buy | ZIX CORP | $2,358,000 | +95.4% | 517,157 | +109.9% | 0.06% | +90.6% |
| IIVI | Sell | II-VI | $2,255,000 | -21.5% | 128,266 | -16.0% | 0.06% | -23.7% |
| PATH | Sell | NUPATHE INC | $2,118,000 | -25.8% | 647,614 | -45.3% | 0.05% | -28.9% |
| SPA | Buy | SPARTON CORPORATION | $1,854,000 | +21.3% | 66,330 | +10.7% | 0.05% | +17.1% |
| SPNV | Sell | SUPERIOR ENERGY | $1,862,000 | -72.4% | 69,979 | -74.0% | 0.05% | -73.2% |
| ELRC | Buy | ELECTRO RENT | $1,835,000 | +57.1% | 99,064 | +53.8% | 0.05% | +51.6% |
| PRLB | Sell | PROTO LABS | $1,838,000 | -61.4% | 25,815 | -58.6% | 0.05% | -62.7% |
| HART | New | HARVARD APP REGEN TECH | $1,770,000 | – | 372,635 | +100.0% | 0.05% | – |
| RUSHA | Buy | RUSH ENTERPRISES | $1,430,000 | +72.1% | 48,240 | +53.8% | 0.04% | +68.2% |
| SAUC | Buy | DIVERSIFIED RESTAURANT HOLDING | $1,191,000 | -16.3% | 249,586 | +15.1% | 0.03% | -18.4% |
| WIRE | Buy | ENCORE WIRE | $1,212,000 | +111.5% | 22,367 | +53.9% | 0.03% | +106.7% |
| PTIE | Buy | PAIN THERAPEUTICS | $1,064,000 | +174.9% | 218,983 | +54.0% | 0.03% | +170.0% |
| CTG | Buy | COMPUTER TASK GROUP | $1,023,000 | +79.2% | 54,320 | +53.8% | 0.03% | +73.3% |
| PRTA | PROTHENA CORP PLC | $899,000 | +31.0% | 33,894 | 0.0% | 0.02% | +27.8% | |
| AVEO | AVEO PHARMACEUTICALS | $869,000 | -11.1% | 474,651 | 0.0% | 0.02% | -15.4% | |
| JRCCQ | JAMES RIVER COAL CO | $752,000 | -31.9% | 557,400 | 0.0% | 0.02% | -34.5% | |
| SGEN | Sell | SEATTLE GENETICS | $371,000 | -97.7% | 9,300 | -97.5% | 0.01% | -97.7% |
| FLOW | Exit | FLOW INTL | $0 | – | -308,000 | -100.0% | -0.03% | – |
| CARB | Exit | CARBONITE, INC | $0 | – | -110,069 | -100.0% | -0.04% | – |
| OII | Exit | OCEANEERING INTERNATIONAL | $0 | – | -27,700 | -100.0% | -0.06% | – |
| MWIV | Exit | MWI VETERINARY SUPPLY | $0 | – | -31,550 | -100.0% | -0.12% | – |
| FIRE | Exit | SOURCEFIRE | $0 | – | -98,300 | -100.0% | -0.20% | – |
| MTZ | Exit | MASTEC | $0 | – | -261,378 | -100.0% | -0.21% | – |
| TIF | Exit | TIFFANY | $0 | – | -148,900 | -100.0% | -0.30% | – |
| ROVI | Exit | ROVI | $0 | – | -627,300 | -100.0% | -0.32% | – |
| EW | Exit | EDWARDS LIFESCIENCES | $0 | – | -178,500 | -100.0% | -0.33% | – |
| TNGO | Exit | TANGOE INC | $0 | – | -529,219 | -100.0% | -0.34% | – |
| CHS | Exit | CHICOS FAS | $0 | – | -889,900 | -100.0% | -0.39% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -262,100 | -100.0% | -0.43% | – |
| ELN | Exit | ELAN CORP PLC | $0 | – | -1,113,373 | -100.0% | -0.46% | – |
| UHS | Exit | UNIVERSAL HEALTH SERVICES | $0 | – | -238,600 | -100.0% | -0.48% | – |
| ALGN | Exit | ALIGN TECHNOLOGY | $0 | – | -455,400 | -100.0% | -0.58% | – |
| ANGI | Exit | ANGIE'S LIST | $0 | – | -1,010,170 | -100.0% | -0.60% | – |
| SFLY | Exit | SHUTTERFLY INC | $0 | – | -441,854 | -100.0% | -0.66% | – |
| ISIS | Exit | ISIS PHARMACEUTICALS | $0 | – | -842,689 | -100.0% | -0.84% | – |
| ONXX | Exit | ONYX PHARMACEUTICALS | $0 | – | -300,800 | -100.0% | -1.00% | – |
| REGN | Exit | REGENERON | $0 | – | -124,800 | -100.0% | -1.04% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICALS | $0 | – | -556,200 | -100.0% | -1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-30
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 | 42 | Q3 2023 | 4.7% |
| SPS COMM INC | 42 | Q3 2023 | 3.5% |
| EURONET WORLDWIDE, INC | 42 | Q3 2023 | 1.7% |
| OSI SYSTEMS INC | 42 | Q3 2023 | 2.4% |
| RBC BEARINGS INC | 42 | Q3 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 42 | Q3 2023 | 1.0% |
| PROS HOLDINGS INC | 42 | Q3 2023 | 0.8% |
| RADWARE LTD | 42 | Q3 2023 | 1.3% |
| RUSH ENTERPRISES INC | 42 | Q3 2023 | 1.1% |
| POWER INTEGRATIONS INC | 42 | Q3 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| SHOTSPOTTER, INC | February 14, 2023 | 552,625 | 4.5% |
| ALTA EQUIPMENT GROUP INC. | February 14, 2022 | 1,453,547 | 4.5% |
| CF Finance Acquisition Corp.Sold out | February 14, 2022 | 0 | 0.0% |
| Cricut, Inc. | February 14, 2022 | 1,779,127 | 4.9% |
| NAUTILUS, INC.Sold out | February 14, 2022 | 0 | 0.0% |
| ONESPAWORLD HOLDINGS Ltd | February 14, 2022 | 2,978,807 | 4.0% |
| Victory Capital Holdings, Inc. | February 14, 2022 | 879,608 | 1.3% |
| dMY Technology Group, Inc. IISold out | May 11, 2021 | 0 | 0.0% |
| RumbleON, Inc. | January 21, 2021 | 40,877 | 1.9% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 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.