$3.71 Billion is the total value of Granahan Investment Management's 204 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WST | Buy | WEST PHARMA SVCS | $74,431,000 | -9.2% | 1,689,700 | +1.2% | 2.00% | -4.8% |
| CROX | Buy | CROCS INC | $71,815,000 | +18.5% | 4,603,500 | +21.0% | 1.94% | +24.2% |
| BRKR | Buy | BRUKER CORP | $52,966,000 | +16.8% | 2,324,100 | +1.4% | 1.43% | +22.4% |
| P | Sell | PANDORA | $51,970,000 | -8.0% | 1,714,035 | -19.3% | 1.40% | -3.6% |
| AMG | Buy | AFFILIATED MANAGERS GROUP | $51,244,000 | +29.3% | 256,155 | +40.2% | 1.38% | +35.4% |
| ROLL | Buy | RBC BEARINGS | $50,633,000 | +9.0% | 794,861 | +21.1% | 1.36% | +14.2% |
| KMT | Buy | KENNAMETAL | $50,562,000 | -13.7% | 1,141,363 | +1.5% | 1.36% | -9.6% |
| OMG | Buy | OM GROUP | $48,634,000 | +44.1% | 1,463,988 | +57.9% | 1.31% | +50.9% |
| DXPE | Buy | DXP ENTERPRISES | $47,208,000 | -14.9% | 497,293 | +3.3% | 1.27% | -10.8% |
| ALKS | Sell | ALKERMES | $46,616,000 | -49.5% | 1,057,300 | -53.4% | 1.26% | -47.0% |
| NKTR | Buy | NEKTAR | $44,771,000 | +22.2% | 3,693,956 | +14.4% | 1.21% | +28.0% |
| CSGP | Buy | COSTAR CORP | $44,686,000 | +16.1% | 239,294 | +14.8% | 1.20% | +21.7% |
| EEFT | Sell | EURONET | $44,324,000 | -19.9% | 1,065,735 | -7.8% | 1.19% | -16.0% |
| BWLD | Sell | BUFFALO WILD WINGS | $44,060,000 | -5.1% | 295,903 | -6.1% | 1.19% | -0.5% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $41,673,000 | -23.8% | 304,182 | -14.8% | 1.12% | -20.1% |
| FNSR | Sell | FINISAR | $40,857,000 | +1.0% | 1,541,200 | -8.9% | 1.10% | +5.9% |
| HSIC | HENRY SCHEIN | $40,389,000 | +4.5% | 338,350 | 0.0% | 1.09% | +9.5% | |
| PTC | Sell | PTC INC | $40,094,000 | -3.3% | 1,131,970 | -3.4% | 1.08% | +1.3% |
| PSIX | Buy | POWER SOLUTIONS INTERNATIONAL | $39,478,000 | +10.9% | 525,181 | +10.8% | 1.06% | +16.2% |
| IMAX | Buy | IMAX CORP | $38,872,000 | +14.4% | 1,422,320 | +23.4% | 1.05% | +19.8% |
| RDWR | Buy | RADWARE | $38,585,000 | +0.4% | 2,182,415 | +2.1% | 1.04% | +5.2% |
| FIVE | New | FIVE BELOW | $38,215,000 | – | 899,600 | +100.0% | 1.03% | – |
| STAG | Buy | STAG INDUSTRIAL | $37,046,000 | +23.3% | 1,537,183 | +4.4% | 1.00% | +29.3% |
| UAA | UNDER ARMOUR | $35,871,000 | +31.3% | 312,900 | 0.0% | 0.97% | +37.6% | |
| BIO | Buy | BIO RAD LABS | $34,456,000 | +4.7% | 268,934 | +1.1% | 0.93% | +9.7% |
| XRAY | DENTSPLY | $34,219,000 | -5.0% | 743,250 | 0.0% | 0.92% | -0.4% | |
| PSMT | PRICESMART | $34,165,000 | -12.6% | 338,500 | 0.0% | 0.92% | -8.5% | |
| RHT | Sell | RED HAT INC | $34,029,000 | -12.0% | 642,300 | -7.0% | 0.92% | -7.8% |
| OUTR | Sell | OUTERWALL INC | $33,437,000 | -18.7% | 461,200 | -24.5% | 0.90% | -14.8% |
| TIVO | Sell | TIVO INC | $33,450,000 | -4.8% | 2,528,320 | -5.6% | 0.90% | -0.3% |
| SLAB | Sell | SILICON LABORATORIES INC | $32,130,000 | +16.8% | 614,920 | -3.2% | 0.87% | +22.5% |
| DECK | DECKERS OUTDOOR | $31,884,000 | -5.6% | 399,900 | 0.0% | 0.86% | -1.0% | |
| ZLTQ | Buy | ZELTIQ | $31,683,000 | +6.2% | 1,615,674 | +2.5% | 0.85% | +11.3% |
| RKUS | Sell | RUCKUS WIRELESS | $31,334,000 | -15.1% | 2,576,850 | -0.8% | 0.84% | -11.1% |
| INVN | Sell | INVENSENSE INC | $31,159,000 | +7.1% | 1,316,400 | -5.9% | 0.84% | +12.2% |
| EXAS | Buy | EXACT SCIENCES | $31,148,000 | +25.5% | 2,198,133 | +4.1% | 0.84% | +31.5% |
| SMCI | Sell | SUPER MICRO COMPUTER | $30,863,000 | -5.6% | 1,776,787 | -6.7% | 0.83% | -1.1% |
| KAMN | Buy | KAMAN CORP | $30,741,000 | +7.3% | 755,668 | +4.8% | 0.83% | +12.5% |
| IRBT | Sell | IROBOT | $30,192,000 | -18.6% | 735,502 | -31.1% | 0.81% | -14.8% |
| RVBD | Sell | RIVERBED TECHNOLOGY | $29,246,000 | -6.5% | 1,483,800 | -14.3% | 0.79% | -2.0% |
| SPSC | Sell | SPS COMMERCE | $29,050,000 | -6.6% | 472,739 | -0.8% | 0.78% | -2.1% |
| TER | Sell | TERADYNE | $28,844,000 | -4.8% | 1,450,180 | -15.6% | 0.78% | -0.3% |
| AZPN | Sell | ASPEN TECHNOLOGY INC | $28,784,000 | -7.5% | 679,506 | -8.7% | 0.78% | -3.1% |
| BLOX | Buy | INFOBLOX | $28,565,000 | -34.4% | 1,424,000 | +8.0% | 0.77% | -31.2% |
| LPSN | Buy | LIVEPERSON | $28,511,000 | +22.3% | 2,362,165 | +50.2% | 0.77% | +28.2% |
| FRAN | Buy | FRANCESCA'S HOLDINGS | $28,192,000 | +29.9% | 1,554,119 | +31.7% | 0.76% | +36.0% |
| AUXL | New | AUXILIUM PHARMACEUTICALS | $26,429,000 | – | 972,380 | +100.0% | 0.71% | – |
| GWR | Sell | GENESEE & WYOMING | $26,302,000 | -7.3% | 270,260 | -8.5% | 0.71% | -2.7% |
| DSW | DSW SHOE WAREHOUSE | $26,242,000 | -16.1% | 731,800 | 0.0% | 0.71% | -12.1% | |
| LOPE | Buy | GRAND CANYON EDUCATION | $26,229,000 | +14.7% | 561,655 | +7.1% | 0.71% | +20.2% |
| CDNS | Sell | CADENCE DESIGN | $26,222,000 | -7.0% | 1,687,400 | -16.1% | 0.71% | -2.6% |
| GIMO | Buy | GIGAMON INC | $26,078,000 | +46.5% | 858,100 | +35.4% | 0.70% | +53.5% |
| MTD | METTLER TOLEDO | $25,772,000 | -2.8% | 109,350 | 0.0% | 0.69% | +1.8% | |
| SWM | Sell | SCHWEITZER MAUDUIT INT'L | $25,494,000 | -26.3% | 598,600 | -11.0% | 0.69% | -22.8% |
| MINI | Sell | MOBILE MINI | $25,422,000 | -23.7% | 586,300 | -27.6% | 0.68% | -20.1% |
| ARUN | Buy | ARUBA NETWORKS | $25,384,000 | +25.1% | 1,353,800 | +19.4% | 0.68% | +31.0% |
| EAT | BRINKER INTERNATIONAL | $25,360,000 | +13.2% | 483,500 | 0.0% | 0.68% | +18.6% | |
| ASNA | Buy | ASCENA RETAIL GROUP | $25,101,000 | +91.3% | 1,452,600 | +134.3% | 0.68% | +100.6% |
| UBNT | Sell | UBIQUITI NETWORKS | $24,620,000 | -42.0% | 541,700 | -41.3% | 0.66% | -39.2% |
| QLIK | Sell | QLIK TECHNOLOGIES | $24,574,000 | -3.8% | 924,200 | -3.6% | 0.66% | +0.8% |
| CASY | CASEYS GENERAL STORES | $24,407,000 | -3.8% | 361,100 | 0.0% | 0.66% | +0.8% | |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $24,124,000 | +121.3% | 616,500 | +126.1% | 0.65% | +132.1% |
| NGVC | Buy | NATURAL GROCERS BY VITAMIN COT | $24,039,000 | +494.6% | 550,600 | +478.1% | 0.65% | +523.1% |
| PTCT | New | PTC THERAPEUTICS | $23,563,000 | – | 901,423 | +100.0% | 0.64% | – |
| TYPE | Buy | MONOTYPE IMAGING | $23,319,000 | -1.1% | 773,695 | +4.5% | 0.63% | +3.6% |
| DKS | Sell | DICKS SPORTING GOODS | $22,924,000 | -9.0% | 419,775 | -3.2% | 0.62% | -4.6% |
| ISIL | Buy | INTERSIL | $22,160,000 | +44.9% | 1,715,195 | +28.6% | 0.60% | +51.9% |
| TNC | Buy | TENNANT CO | $21,924,000 | +9.0% | 334,104 | +12.7% | 0.59% | +14.3% |
| CTCT | Buy | CONSTANT CONTACT | $21,535,000 | +12.8% | 880,421 | +43.2% | 0.58% | +18.1% |
| FDS | FACTSET RESEARCH SYSTEMS | $21,524,000 | -0.7% | 199,650 | 0.0% | 0.58% | +4.1% | |
| AWAY | Sell | HOMEAWAY INC | $20,745,000 | -27.8% | 550,700 | -21.7% | 0.56% | -24.4% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $20,371,000 | +23.3% | 918,446 | +11.6% | 0.55% | +29.2% |
| QCOR | QUESTCOR PHARMACEUTICALS | $20,128,000 | +19.2% | 310,000 | 0.0% | 0.54% | +24.9% | |
| LQDT | Sell | LIQUIDITY SERVICES | $19,890,000 | +12.7% | 763,548 | -2.0% | 0.54% | +18.1% |
| CNQR | Sell | CONCUR TECHN | $19,216,000 | -14.6% | 193,963 | -11.1% | 0.52% | -10.5% |
| CAB | CABELA'S | $19,096,000 | -1.7% | 291,500 | 0.0% | 0.51% | +2.8% | |
| 2978PS | Buy | E2OPEN | $18,893,000 | +2.4% | 801,549 | +3.8% | 0.51% | +7.2% |
| WNS | Sell | WNS HOLDINGS LTD | $18,533,000 | -24.4% | 1,029,600 | -7.9% | 0.50% | -20.8% |
| MOD | Sell | MODINE MANUFACTURING | $18,359,000 | +11.8% | 1,253,159 | -2.2% | 0.50% | +17.3% |
| PLOW | Buy | DOUGLAS DYNAMICS | $18,113,000 | +12.9% | 1,039,775 | +9.0% | 0.49% | +18.4% |
| PAY | Buy | VERIFONE SYSTEMS INC | $17,756,000 | +40.1% | 525,010 | +11.1% | 0.48% | +46.6% |
| QGEN | QIAGEN NV | $17,441,000 | -11.4% | 827,000 | 0.0% | 0.47% | -7.1% | |
| VRTU | Buy | VIRTUSA CORP | $17,415,000 | +10.5% | 519,691 | +25.7% | 0.47% | +15.8% |
| LNKD | Sell | LINKEDIN CORP | $17,410,000 | -38.0% | 94,137 | -27.3% | 0.47% | -35.0% |
| CNK | CINEMARK HOLDINGS | $17,299,000 | -13.0% | 596,300 | 0.0% | 0.47% | -8.8% | |
| PRO | Sell | PROS HOLDING | $17,037,000 | -28.5% | 540,700 | -9.4% | 0.46% | -25.1% |
| ENTR | Sell | ENTROPIC COMMUNICATIONS | $16,755,000 | -15.7% | 4,096,601 | -3.1% | 0.45% | -11.7% |
| BRCD | Sell | BROCADE COMMUNICATIONS | $16,293,000 | +9.0% | 1,535,600 | -8.9% | 0.44% | +14.3% |
| QLYS | Buy | QUALYS INC | $16,126,000 | +14.0% | 634,138 | +3.6% | 0.43% | +19.2% |
| PRFT | Sell | PERFICIENT | $15,842,000 | -27.8% | 874,267 | -6.7% | 0.43% | -24.3% |
| JBT | New | JOHN BEAN TECHNOLOGIES | $15,529,000 | – | 502,569 | +100.0% | 0.42% | – |
| SRPT | Buy | SAREPTA THERAPEUTICS | $15,450,000 | +40.9% | 642,934 | +19.4% | 0.42% | +47.5% |
| MNRO | Buy | MONRO MUFFLER | $15,389,000 | +6.0% | 270,550 | +5.0% | 0.42% | +11.3% |
| EXPO | Sell | EXPONENT | $15,340,000 | -12.7% | 204,367 | -10.1% | 0.41% | -8.6% |
| ACXM | Sell | ACXIOM | $15,273,000 | -12.1% | 444,046 | -5.5% | 0.41% | -8.1% |
| BDE | Buy | BLACK DIAMOND | $15,045,000 | -3.1% | 1,230,171 | +5.6% | 0.40% | +1.5% |
| PRGS | Buy | PROGRESS SFTWR | $14,806,000 | +40.0% | 679,153 | +65.9% | 0.40% | +46.7% |
| ABCO | Sell | ADVISORY BOARD | $14,826,000 | -2.8% | 230,748 | -3.7% | 0.40% | +1.8% |
| BJRI | BJ'S RESTAURANTS | $14,746,000 | +5.3% | 450,810 | 0.0% | 0.40% | +10.3% | |
| DWRE | Sell | DEMANDWARE | $14,672,000 | -30.0% | 229,035 | -29.9% | 0.40% | -26.7% |
| IPGP | IPG PHOTONICS | $14,479,000 | -8.4% | 203,700 | 0.0% | 0.39% | -3.9% | |
| MGRC | Sell | MCGRATH RENT | $14,398,000 | -16.7% | 411,831 | -5.2% | 0.39% | -12.8% |
| IMPV | Sell | IMPERVA | $14,393,000 | +12.5% | 258,400 | -2.8% | 0.39% | +17.9% |
| CECE | Buy | CECO ENVIRONMENTAL | $14,369,000 | +4.2% | 866,126 | +1.4% | 0.39% | +9.0% |
| POWI | Sell | POWER INTEGRATIONS | $14,000,000 | +15.8% | 212,827 | -1.8% | 0.38% | +21.2% |
| EPAM | Buy | EPAM SYSTEMS | $13,973,000 | +13.0% | 424,700 | +20.0% | 0.38% | +18.2% |
| MPWR | MONOLITHIC POWER | $13,763,000 | +11.9% | 355,000 | 0.0% | 0.37% | +17.4% | |
| VRTX | Sell | VERTEX PHARM | $13,727,000 | -52.4% | 194,100 | -50.0% | 0.37% | -50.1% |
| BC | BRUNSWICK CORP | $13,664,000 | -1.7% | 301,700 | 0.0% | 0.37% | +3.1% | |
| JOBS | Sell | 51JOB INC | $13,604,000 | -33.6% | 190,937 | -27.4% | 0.37% | -30.6% |
| CYNO | Buy | CYNOSURE | $13,066,000 | +18.8% | 445,941 | +8.0% | 0.35% | +24.4% |
| KNX | Sell | KNIGHT TRANS | $12,938,000 | +15.9% | 559,380 | -8.1% | 0.35% | +21.6% |
| VASC | Buy | VASCULAR SOLUTIONS | $12,924,000 | +22.9% | 493,471 | +8.7% | 0.35% | +28.9% |
| SHOR | Buy | SHORETEL INC | $12,826,000 | -2.5% | 1,491,451 | +5.2% | 0.35% | +2.4% |
| PFPT | Buy | PROOFPOINT | $12,810,000 | +13.1% | 345,467 | +1.1% | 0.34% | +18.6% |
| ADS | Sell | ALLIANCE DATA SYSTEMS | $12,683,000 | -28.3% | 46,550 | -30.8% | 0.34% | -24.8% |
| GCO | Sell | GENESCO INC | $12,564,000 | -42.8% | 168,490 | -43.9% | 0.34% | -40.2% |
| KEGXQ | Sell | KEY ENERGY SVCS | $12,565,000 | +6.8% | 1,359,800 | -8.7% | 0.34% | +11.6% |
| CRCM | New | CARE.COM INC | $12,532,000 | – | 757,215 | +100.0% | 0.34% | – |
| BID | SOTHEBY'S | $12,551,000 | -18.1% | 288,200 | 0.0% | 0.34% | -14.2% | |
| FEIC | Sell | FEI COMPANY | $12,376,000 | -51.9% | 120,130 | -58.3% | 0.33% | -49.7% |
| CLH | Buy | CLEAN HARBORS | $11,983,000 | +118.0% | 218,700 | +138.5% | 0.32% | +129.1% |
| ANF | ABERCROMBIE & FITCH | $11,743,000 | +17.0% | 305,000 | 0.0% | 0.32% | +22.5% | |
| ATMI | Sell | ATMI INC | $11,587,000 | -79.7% | 340,700 | -82.0% | 0.31% | -78.8% |
| ELOS | Buy | SYNERON MEDICAL LTD | $11,539,000 | +10.5% | 926,864 | +9.2% | 0.31% | +16.0% |
| ACRX | Buy | ACELRX PHARMACEUTICALS | $11,422,000 | +27.4% | 951,018 | +19.9% | 0.31% | +33.3% |
| RMTI | Buy | ROCKWELL MEDICAL | $11,278,000 | +59.4% | 890,820 | +31.4% | 0.30% | +67.0% |
| TFM | Buy | FRESH MARKET | $10,991,000 | -0.5% | 327,120 | +20.0% | 0.30% | +4.2% |
| KAR | KAR AUCTION SERVICES | $10,680,000 | +2.7% | 351,900 | 0.0% | 0.29% | +7.9% | |
| GES | Sell | GUESS INC | $10,344,000 | -71.7% | 374,800 | -68.2% | 0.28% | -70.3% |
| FRGI | FIESTA RESTAURANT GROUP | $10,353,000 | -12.7% | 227,100 | 0.0% | 0.28% | -8.5% | |
| LFUS | LITTELFUSE | $10,300,000 | +0.8% | 110,000 | 0.0% | 0.28% | +5.3% | |
| TYL | Sell | TYLER TECHNOLOGIES | $10,213,000 | -47.4% | 122,050 | -35.8% | 0.28% | -45.0% |
| RLD | Sell | REALD INC | $10,137,000 | -17.8% | 907,535 | -37.2% | 0.27% | -13.9% |
| OXM | OXFORD INDUSTRIES | $10,010,000 | -3.1% | 128,000 | 0.0% | 0.27% | +1.5% | |
| IIVI | Buy | II-VI | $9,884,000 | +338.3% | 640,566 | +399.4% | 0.27% | +358.6% |
| SAPE | Sell | SAPIENT | $9,501,000 | -16.7% | 556,900 | -15.2% | 0.26% | -12.6% |
| CUTR | Buy | CUTERA | $9,494,000 | +36.0% | 848,439 | +23.8% | 0.26% | +43.0% |
| HZO | Buy | MARINEMAX INC | $9,429,000 | +4.1% | 620,721 | +10.2% | 0.25% | +9.0% |
| SCMP | Buy | SUCAMPO PHARMACEUTICALS | $9,262,000 | -15.9% | 1,295,389 | +10.6% | 0.25% | -11.7% |
| ECOM | Buy | CHANNELADVISOR CORP | $9,107,000 | +37.3% | 241,313 | +51.8% | 0.24% | +43.3% |
| STNR | STEINER LEISURE LTD | $9,098,000 | -6.0% | 196,715 | 0.0% | 0.24% | -1.6% | |
| SSYS | Sell | STRATASYS LTD | $8,834,000 | -51.6% | 83,265 | -38.5% | 0.24% | -49.3% |
| MSCC | Sell | MICROSEMI | $8,771,000 | -10.2% | 350,400 | -10.5% | 0.24% | -6.0% |
| CGIPQ | Buy | CELADON GROUP | $8,726,000 | +27.8% | 362,999 | +3.6% | 0.24% | +33.5% |
| THRM | Buy | GENTHERM | $8,474,000 | +37.5% | 244,060 | +6.2% | 0.23% | +44.3% |
| BAS | Sell | BASIC ENERGY | $8,360,000 | +41.3% | 305,000 | -18.7% | 0.22% | +48.0% |
| HBIO | Buy | HARVARD BIOSCIENCE | $8,323,000 | +2.7% | 1,755,916 | +1.9% | 0.22% | +7.7% |
| IMGN | Sell | IMMUNOGEN | $8,072,000 | -51.5% | 540,641 | -52.4% | 0.22% | -49.3% |
| TITN | Buy | TITAN MACHINERY | $8,008,000 | -4.1% | 511,033 | +9.0% | 0.22% | +0.5% |
| WBMD | Sell | WEB MD HEALTH CORP | $7,885,000 | -46.3% | 190,463 | -48.7% | 0.21% | -43.8% |
| TSLA | Sell | TESLA MOTORS | $7,644,000 | +12.7% | 36,672 | -18.7% | 0.21% | +18.4% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $7,594,000 | +1.2% | 172,210 | +14.0% | 0.20% | +6.2% |
| HIBB | Sell | HIBBETT SPORTS | $7,540,000 | -24.8% | 142,588 | -4.5% | 0.20% | -21.3% |
| DRTX | New | DURATA THERAPEUTICS | $7,133,000 | – | 529,733 | +100.0% | 0.19% | – |
| ENV | Buy | ENVESTNET, INC | $7,092,000 | +102.7% | 176,500 | +103.3% | 0.19% | +112.2% |
| TINY | Buy | HARRIS & HARRIS | $6,986,000 | +16.7% | 2,013,146 | +0.2% | 0.19% | +22.1% |
| TASR | New | TASER INTL INC | $6,946,000 | – | 379,750 | +100.0% | 0.19% | – |
| PTRY | THE PANTRY | $6,886,000 | -8.6% | 448,900 | 0.0% | 0.19% | -4.1% | |
| IPHI | INPHI | $6,766,000 | +24.7% | 420,500 | 0.0% | 0.18% | +30.9% | |
| DRRX | Buy | DURECT CORP | $6,737,000 | -13.7% | 5,065,514 | +12.3% | 0.18% | -10.0% |
| GCA | GLOBAL CASH ACCESS | $6,665,000 | -31.3% | 971,581 | 0.0% | 0.18% | -28.0% | |
| TXTR | Buy | TEXTURA CORP | $6,625,000 | +40.9% | 262,783 | +67.3% | 0.18% | +47.1% |
| LMAT | Buy | LEMAITRE VASCULAR | $6,360,000 | +1.0% | 788,055 | +0.2% | 0.17% | +5.6% |
| ICGE | Buy | INTERNET CAPITAL GROUP | $6,316,000 | +14.9% | 309,311 | +4.8% | 0.17% | +20.6% |
| RES | RPC INC | $6,172,000 | +14.4% | 302,250 | 0.0% | 0.17% | +19.4% | |
| NSPH | Buy | NANOSPHERE | $6,015,000 | +3.4% | 2,797,747 | +10.2% | 0.16% | +8.0% |
| RTEC | Buy | RUDOLPH TECH | $5,648,000 | +2.4% | 494,998 | +5.3% | 0.15% | +7.0% |
| CEVA | Buy | CEVA | $5,584,000 | +30.3% | 318,011 | +12.9% | 0.15% | +36.4% |
| ALLT | New | ALLOT COMMUNICATIONS | $5,533,000 | – | 411,100 | +100.0% | 0.15% | – |
| LMNX | Sell | LUMINEX CORP | $5,405,000 | -53.7% | 298,479 | -50.4% | 0.15% | -51.3% |
| DSCI | New | DERMA SCIENCES | $5,405,000 | – | 426,250 | +100.0% | 0.15% | – |
| OSIS | Sell | OSI SYSTEMS | $5,338,000 | -5.6% | 89,180 | -16.2% | 0.14% | -0.7% |
| BDSI | Buy | BIODELIVERY SCIENCE INT'L | $5,318,000 | +78.0% | 630,100 | +24.2% | 0.14% | +85.7% |
| STAA | Buy | STAAR SURGICAL | $4,792,000 | +42.8% | 254,907 | +23.0% | 0.13% | +50.0% |
| HIVE | New | AEROHIVE NETWORKS INC | $4,748,000 | – | 450,000 | +100.0% | 0.13% | – |
| BSFT | Buy | BROADSOFT | $4,568,000 | +14.6% | 170,900 | +17.1% | 0.12% | +20.6% |
| NEO | Buy | NEOGENOMICS | $4,399,000 | +17.8% | 1,267,661 | +22.9% | 0.12% | +24.0% |
| JBLU | JETBLUE AIRWAYS | $4,258,000 | +1.7% | 490,000 | 0.0% | 0.12% | +6.5% | |
| RENT | New | RENTRAK CORP | $4,108,000 | – | 68,148 | +100.0% | 0.11% | – |
| PSEM | PERICOM SEMICONDUCTOR | $3,715,000 | -11.6% | 474,499 | 0.0% | 0.10% | -7.4% | |
| SOHO | Buy | SOTHERLY HOTELS | $3,476,000 | +7.7% | 545,610 | +0.5% | 0.09% | +13.3% |
| HART | Buy | HARVARD APP REGEN TECH | $3,450,000 | +94.9% | 380,395 | +2.1% | 0.09% | +102.2% |
| CVGW | Buy | CALAVO GROWERS | $3,457,000 | +44.1% | 97,151 | +22.5% | 0.09% | +50.0% |
| CSH | CASH AMERICA | $3,458,000 | +1.1% | 89,300 | 0.0% | 0.09% | +5.7% | |
| INWK | Buy | INNER WORKINGS INC | $3,053,000 | +12.3% | 398,603 | +14.2% | 0.08% | +17.1% |
| ENSV | New | ENSERVCO | $3,001,000 | – | 1,240,000 | +100.0% | 0.08% | – |
| ANRZQ | ALPHA NATURAL RESOURCES | $2,990,000 | -40.5% | 703,600 | 0.0% | 0.08% | -37.2% | |
| BNFT | Sell | BENEFITFOCUS | $3,007,000 | -35.9% | 64,017 | -21.2% | 0.08% | -33.1% |
| FIX | Sell | COMFORT SYSTEMS | $2,921,000 | -45.2% | 191,657 | -30.3% | 0.08% | -42.3% |
| LF | Buy | LEAPFROG | $2,780,000 | +16.1% | 370,600 | +22.8% | 0.08% | +21.0% |
| ZIXI | Buy | ZIX CORP | $2,632,000 | +11.6% | 635,777 | +22.9% | 0.07% | +16.4% |
| ATW | ATWOOD OCEANICS | $2,620,000 | -5.6% | 52,000 | 0.0% | 0.07% | 0.0% | |
| DGI | DIGITAL GLOBE | $2,547,000 | -29.5% | 87,800 | 0.0% | 0.07% | -25.8% | |
| PTIE | Buy | PAIN THERAPEUTICS | $2,447,000 | +130.0% | 444,983 | +103.2% | 0.07% | +144.4% |
| SPA | Buy | SPARTON CORPORATION | $2,388,000 | +28.8% | 81,550 | +22.9% | 0.06% | +33.3% |
| ELRC | Buy | ELECTRO RENT | $2,144,000 | +16.8% | 121,894 | +23.0% | 0.06% | +23.4% |
| SPNV | SUPERIOR ENERGY | $2,153,000 | +15.6% | 69,979 | 0.0% | 0.06% | +20.8% | |
| RUSHA | Buy | RUSH ENTERPRISES | $1,926,000 | +34.7% | 59,300 | +22.9% | 0.05% | +40.5% |
| IVC | Sell | INVACARE | $1,773,000 | -84.4% | 92,975 | -81.1% | 0.05% | -83.6% |
| PRTA | PROTHENA CORP PLC | $1,298,000 | +44.4% | 33,894 | 0.0% | 0.04% | +52.2% | |
| SAUC | Sell | DIVERSIFIED RESTAURANT HOLDING | $1,210,000 | +1.6% | 242,089 | -3.0% | 0.03% | +6.5% |
| AVEO | Buy | AVEO PHARMACEUTICALS | $1,011,000 | +16.3% | 676,451 | +42.5% | 0.03% | +22.7% |
| JRCCQ | JAMES RIVER COAL CO | $418,000 | -44.4% | 557,400 | 0.0% | 0.01% | -42.1% | |
| SGEN | Exit | SEATTLE GENETICS | $0 | – | -9,300 | -100.0% | -0.01% | – |
| CTG | Exit | COMPUTER TASK GROUP | $0 | – | -54,320 | -100.0% | -0.03% | – |
| WIRE | Exit | ENCORE WIRE | $0 | – | -22,367 | -100.0% | -0.03% | – |
| PRLB | Exit | PROTO LABS | $0 | – | -25,815 | -100.0% | -0.05% | – |
| PATH | Exit | NUPATHE INC | $0 | – | -647,614 | -100.0% | -0.05% | – |
| SQI | Exit | SCIQUEST INC | $0 | – | -85,120 | -100.0% | -0.06% | – |
| FWMHQ | Exit | FAIRWAY GROUP HOLDINGS | $0 | – | -263,100 | -100.0% | -0.12% | – |
| KBH | Exit | KB HOME | $0 | – | -409,100 | -100.0% | -0.19% | – |
| RYL | Exit | RYLAND GROUP | $0 | – | -180,200 | -100.0% | -0.20% | – |
| MTH | Exit | MERITAGE HOMES CORP | $0 | – | -174,350 | -100.0% | -0.22% | – |
| SLTM | Exit | SOLTA MEDICAL | $0 | – | -3,110,126 | -100.0% | -0.24% | – |
| CRM | Exit | SALESFORCE.COM | $0 | – | -170,000 | -100.0% | -0.24% | – |
| GENTY | Exit | GENTIUM | $0 | – | -176,400 | -100.0% | -0.26% | – |
| LULU | Exit | LULULEMON ATHLETICA | $0 | – | -214,300 | -100.0% | -0.32% | – |
| MKTG | Exit | RESPONSYS INC | $0 | – | -659,484 | -100.0% | -0.46% | – |
| CLNE | Exit | CLEAN ENERGY FUELS CORP | $0 | – | -1,436,600 | -100.0% | -0.48% | – |
| SNTS | Exit | SANTARUS | $0 | – | -1,468,949 | -100.0% | -1.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-15
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 | 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.