Granahan Investment Management - Q4 2013 holdings

$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 17.7% .

 Value Shares↓ Weighting
CROX BuyCROCS INC$60,584,000
+26.2%
3,805,500
+7.9%
1.56%
+22.2%
KMT BuyKENNAMETAL$58,561,000
+48.2%
1,124,663
+29.8%
1.51%
+43.4%
ATMI BuyATMI INC$57,187,000
+186.4%
1,892,975
+151.4%
1.47%
+176.8%
P BuyPANDORA$56,478,000
+45.3%
2,123,220
+37.2%
1.45%
+40.6%
DXPE BuyDXP ENTERPRISES$55,454,000
+86.0%
481,373
+27.5%
1.43%
+80.1%
ROLL BuyRBC BEARINGS$46,457,000
+9.0%
656,631
+1.5%
1.19%
+5.5%
AMG BuyAFFILIATED MANAGERS GROUP$39,634,000
+48.0%
182,744
+24.6%
1.02%
+43.3%
CSGP BuyCOSTAR CORP$38,479,000
+53.5%
208,470
+39.6%
0.99%
+48.5%
RDWR BuyRADWARE$38,419,000
+37.6%
2,136,785
+6.7%
0.99%
+33.2%
IRBT BuyIROBOT$37,104,000
+52.0%
1,067,140
+64.6%
0.95%
+47.2%
RKUS BuyRUCKUS WIRELESS$36,902,000
-8.3%
2,598,750
+8.7%
0.95%
-11.2%
NKTR BuyNEKTAR$36,637,000
+29.2%
3,227,906
+18.9%
0.94%
+25.1%
XRAY BuyDENTSPLY$36,033,000
+48.1%
743,250
+32.6%
0.93%
+43.3%
PSIX BuyPOWER SOLUTIONS INTERNATIONAL$35,584,000
+34.8%
473,819
+6.1%
0.92%
+30.5%
IMAX BuyIMAX CORP$33,986,000
+6.1%
1,152,851
+8.8%
0.87%
+2.7%
DECK NewDECKERS OUTDOOR$33,776,000399,900
+100.0%
0.87%
OMG BuyOM GROUP$33,748,000
+38.6%
926,891
+28.5%
0.87%
+34.2%
SMCI BuySUPER MICRO COMPUTER$32,682,000
+31.3%
1,904,557
+3.6%
0.84%
+27.1%
RVBD BuyRIVERBED TECHNOLOGY$31,286,000
+26.2%
1,730,400
+1.9%
0.80%
+22.2%
DSW BuyDSW SHOE WAREHOUSE$31,270,000
-21.3%
731,800
+57.1%
0.80%
-23.9%
AZPN BuyASPEN TECHNOLOGY INC$31,103,000
+71.5%
744,098
+41.7%
0.80%
+66.0%
STAG BuySTAG INDUSTRIAL$30,036,000
+48.3%
1,473,093
+46.3%
0.77%
+43.5%
ZLTQ BuyZELTIQ$29,822,000
+226.6%
1,577,024
+55.8%
0.77%
+215.6%
INVN BuyINVENSENSE INC$29,080,000
+41.4%
1,399,400
+19.9%
0.75%
+37.0%
AWAY BuyHOMEAWAY INC$28,739,000
+133.4%
703,010
+59.7%
0.74%
+126.0%
KAMN BuyKAMAN CORP$28,644,000
+9.7%
720,968
+4.5%
0.74%
+6.1%
GWR BuyGENESEE & WYOMING$28,360,000
+6.8%
295,260
+3.4%
0.73%
+3.4%
EXAS NewEXACT SCIENCES$24,814,0002,111,843
+100.0%
0.64%
TYPE BuyMONOTYPE IMAGING$23,584,000
+16.4%
740,226
+4.7%
0.61%
+12.6%
LPSN BuyLIVEPERSON$23,314,000
+316.7%
1,573,134
+165.1%
0.60%
+302.0%
CNQR BuyCONCUR TECHN$22,501,000
+34.4%
218,077
+44.0%
0.58%
+30.1%
EAT NewBRINKER INTERNATIONAL$22,405,000483,500
+100.0%
0.58%
PRFT BuyPERFICIENT$21,953,000
+30.7%
937,357
+2.5%
0.56%
+26.5%
FRAN BuyFRANCESCA'S HOLDINGS$21,705,000
+5.4%
1,179,600
+6.6%
0.56%
+2.0%
DWRE BuyDEMANDWARE$20,946,000
+64.5%
326,670
+18.8%
0.54%
+59.5%
JOBS Buy51JOB INC$20,480,000
+30.0%
262,898
+19.9%
0.53%
+26.1%
TNC BuyTENNANT CO$20,111,000
+24.2%
296,582
+13.6%
0.52%
+20.2%
ENTR BuyENTROPIC COMMUNICATIONS$19,873,000
+9.8%
4,228,311
+2.0%
0.51%
+6.2%
CLNE BuyCLEAN ENERGY FUELS CORP$18,503,000
+12.6%
1,436,600
+11.6%
0.48%
+8.9%
SSYS BuySTRATASYS LTD$18,239,000
+33.9%
135,401
+0.6%
0.47%
+29.6%
MKTG BuyRESPONSYS INC$18,076,000
+90.3%
659,484
+14.7%
0.46%
+84.5%
GIMO NewGIGAMON INC$17,797,000633,800
+100.0%
0.46%
EXPO BuyEXPONENT$17,570,000
+32.3%
227,367
+22.7%
0.45%
+28.0%
MGRC BuyMCGRATH RENT$17,293,000
+1052.1%
434,491
+933.7%
0.44%
+1012.5%
QCOR NewQUESTCOR PHARMACEUTICALS$16,880,000310,000
+100.0%
0.43%
IMGN BuyIMMUNOGEN$16,656,000
-11.0%
1,135,401
+3.3%
0.43%
-13.9%
SFE BuySAFEGUARD SCIENTIFICS$16,527,000
+68.9%
822,636
+31.9%
0.42%
+63.5%
MOD BuyMODINE MANUFACTURING$16,422,000
-7.1%
1,280,959
+6.0%
0.42%
-10.2%
PLOW BuyDOUGLAS DYNAMICS$16,043,000
+105.1%
953,815
+79.6%
0.41%
+98.1%
BDE BuyBLACK DIAMOND$15,524,000
+19.9%
1,164,621
+9.3%
0.40%
+16.0%
ISIL BuyINTERSIL$15,297,000
+51.4%
1,333,495
+48.2%
0.39%
+46.1%
BRCD BuyBROCADE COMMUNICATIONS$14,943,000
+14.9%
1,685,600
+4.3%
0.38%
+11.0%
WBMD NewWEB MD HEALTH CORP$14,672,000371,451
+100.0%
0.38%
QLYS BuyQUALYS INC$14,148,000
+14.7%
612,198
+6.2%
0.36%
+11.0%
CECE BuyCECO ENVIRONMENTAL$13,791,000
+14.8%
853,816
+0.0%
0.36%
+11.3%
SHOR BuySHORETEL INC$13,155,000
+65.8%
1,417,581
+7.9%
0.34%
+60.2%
ASNA NewASCENA RETAIL GROUP$13,119,000620,000
+100.0%
0.34%
IMPV BuyIMPERVA$12,798,000
+16.7%
265,900
+1.9%
0.33%
+13.1%
LULU BuyLULULEMON ATHLETICA$12,650,000
-5.2%
214,300
+17.4%
0.32%
-8.5%
LMNX BuyLUMINEX CORP$11,663,000
+3.1%
601,200
+6.3%
0.30%0.0%
PFPT BuyPROOFPOINT$11,329,000
+7.4%
341,557
+4.0%
0.29%
+3.9%
SCMP BuySUCAMPO PHARMACEUTICALS$11,011,000
+54.1%
1,171,399
+2.3%
0.28%
+48.9%
CYNO BuyCYNOSURE$11,000,000
+25.3%
412,911
+7.3%
0.28%
+21.5%
SRPT BuySAREPTA THERAPEUTICS$10,969,000
-32.3%
538,504
+56.9%
0.28%
-34.6%
MLNX BuyMELLANOX TECHNOLOGIES$10,900,000
+130.5%
272,700
+119.0%
0.28%
+122.2%
PRGS BuyPROGRESS SFTWR$10,572,000
+9.3%
409,301
+9.4%
0.27%
+5.8%
VASC BuyVASCULAR SOLUTIONS$10,512,000
+48.6%
454,061
+7.8%
0.27%
+43.6%
ELOS BuySYNERON MEDICAL LTD$10,440,000
+55.4%
848,804
+9.0%
0.27%
+50.6%
SLTM BuySOLTA MEDICAL$9,175,000
+49.2%
3,110,126
+4.7%
0.24%
+44.8%
HZO BuyMARINEMAX INC$9,061,000
+46.7%
563,481
+11.3%
0.23%
+42.1%
ACRX BuyACELRX PHARMACEUTICALS$8,967,000
+77.6%
792,878
+69.3%
0.23%
+72.4%
TITN BuyTITAN MACHINERY$8,352,000
+20.3%
468,683
+8.5%
0.22%
+16.8%
HBIO BuyHARVARD BIOSCIENCE$8,103,000
+52.6%
1,723,960
+70.8%
0.21%
+47.5%
DRRX BuyDURECT CORP$7,806,000
+94.6%
4,511,960
+50.7%
0.20%
+87.9%
PTRY NewTHE PANTRY$7,533,000448,900
+100.0%
0.19%
SODA BuySODASTREAM INTERNATIONAL$7,502,000
+347.6%
151,120
+462.2%
0.19%
+328.9%
RMTI NewROCKWELL MEDICAL$7,076,000677,740
+100.0%
0.18%
CUTR BuyCUTERA$6,979,000
+27.3%
685,599
+11.3%
0.18%
+22.6%
CGIPQ BuyCELADON GROUP$6,828,000
+5.9%
350,499
+1.4%
0.18%
+2.9%
TSLA BuyTESLA MOTORS$6,783,000
-18.8%
45,090
+4.4%
0.17%
-21.6%
ECOM NewCHANNELADVISOR CORP$6,632,000159,005
+100.0%
0.17%
LMAT BuyLEMAITRE VASCULAR$6,299,000
+19.7%
786,415
+0.1%
0.16%
+15.7%
TINY BuyHARRIS & HARRIS$5,986,000
+78.3%
2,008,636
+79.4%
0.15%
+73.0%
NSPH BuyNANOSPHERE$5,815,000
+26.7%
2,539,327
+10.6%
0.15%
+23.0%
OSIS BuyOSI SYSTEMS$5,655,000
-17.7%
106,480
+15.3%
0.14%
-20.8%
RTEC BuyRUDOLPH TECH$5,518,000
+22.9%
469,978
+19.3%
0.14%
+19.3%
ICGE BuyINTERNET CAPITAL GROUP$5,499,000
+553.1%
295,168
+397.2%
0.14%
+540.9%
CLH NewCLEAN HARBORS$5,498,00091,700
+100.0%
0.14%
IPHI BuyINPHI$5,424,000
-2.0%
420,500
+2.1%
0.14%
-5.4%
FIX BuyCOMFORT SYSTEMS$5,333,000
+22.2%
275,027
+5.9%
0.14%
+18.1%
FWMHQ BuyFAIRWAY GROUP HOLDINGS$4,778,000
+2.0%
263,100
+43.6%
0.12%
-0.8%
TXTR BuyTEXTURA CORP$4,702,000
+56.3%
157,050
+124.9%
0.12%
+51.2%
BNFT NewBENEFITFOCUS$4,693,00081,278
+100.0%
0.12%
CEVA BuyCEVA$4,285,000
-9.4%
281,557
+2.8%
0.11%
-12.7%
PSEM BuyPERICOM SEMICONDUCTOR$4,204,000
+30.6%
474,499
+15.0%
0.11%
+27.1%
NGVC NewNATURAL GROCERS BY VITAMIN COT$4,043,00095,236
+100.0%
0.10%
BSFT BuyBROADSOFT$3,986,000
-20.5%
145,900
+5.0%
0.10%
-23.3%
NEO BuyNEOGENOMICS$3,733,000
+219.6%
1,031,131
+164.9%
0.10%
+209.7%
ENV NewENVESTNET, INC$3,498,00086,800
+100.0%
0.09%
STAA BuySTAAR SURGICAL$3,356,000
+155.8%
207,317
+114.0%
0.09%
+145.7%
SOHO BuySOTHERLY HOTELS$3,226,000
+76.6%
543,080
+40.9%
0.08%
+69.4%
BDSI NewBIODELIVERY SCIENCE INT'L$2,988,000507,251
+100.0%
0.08%
CVGW BuyCALAVO GROWERS$2,399,000
+53.9%
79,291
+53.8%
0.06%
+51.2%
LF NewLEAPFROG$2,395,000301,700
+100.0%
0.06%
ZIXI BuyZIX CORP$2,358,000
+95.4%
517,157
+109.9%
0.06%
+90.6%
SPA BuySPARTON CORPORATION$1,854,000
+21.3%
66,330
+10.7%
0.05%
+17.1%
ELRC BuyELECTRO RENT$1,835,000
+57.1%
99,064
+53.8%
0.05%
+51.6%
HART NewHARVARD APP REGEN TECH$1,770,000372,635
+100.0%
0.05%
RUSHA BuyRUSH ENTERPRISES$1,430,000
+72.1%
48,240
+53.8%
0.04%
+68.2%
SAUC BuyDIVERSIFIED RESTAURANT HOLDING$1,191,000
-16.3%
249,586
+15.1%
0.03%
-18.4%
WIRE BuyENCORE WIRE$1,212,000
+111.5%
22,367
+53.9%
0.03%
+106.7%
PTIE BuyPAIN THERAPEUTICS$1,064,000
+174.9%
218,983
+54.0%
0.03%
+170.0%
CTG BuyCOMPUTER TASK GROUP$1,023,000
+79.2%
54,320
+53.8%
0.03%
+73.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-01-30
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
NameQuarters ownedLatest quarter ownedMax weighting
COSTAR GROUP INC42Q3 20234.7%
SPS COMM INC42Q3 20233.5%
EURONET WORLDWIDE, INC42Q3 20231.7%
OSI SYSTEMS INC42Q3 20232.4%
RBC BEARINGS INC42Q3 20231.5%
DOUGLAS DYNAMICS INC42Q3 20231.0%
PROS HOLDINGS INC42Q3 20230.8%
RADWARE LTD42Q3 20231.3%
RUSH ENTERPRISES INC42Q3 20231.1%
POWER INTEGRATIONS INC42Q3 20230.9%

View Granahan Investment Management's complete holdings history.

Latest significant ownerships (13-D/G)
Granahan Investment Management Q4 2013 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Evolent Health, Inc.February 14, 20233,155,2113.1%
SHOTSPOTTER, INCFebruary 14, 2023552,6254.5%
ALTA EQUIPMENT GROUP INC.February 14, 20221,453,5474.5%
CF Finance Acquisition Corp.Sold outFebruary 14, 202200.0%
Cricut, Inc.February 14, 20221,779,1274.9%
NAUTILUS, INC.Sold outFebruary 14, 202200.0%
ONESPAWORLD HOLDINGS LtdFebruary 14, 20222,978,8074.0%
Victory Capital Holdings, Inc.February 14, 2022879,6081.3%
dMY Technology Group, Inc. IISold outMay 11, 202100.0%
RumbleON, Inc.January 21, 202140,8771.9%

View Granahan Investment Management's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14

View Granahan Investment Management's complete filings history.

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