$3.43 Billion is the total value of Granahan Investment Management's 211 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMG | Buy | AFFILIATED MANAGERS GROUP | $63,491,000 | +13.4% | 299,149 | +7.0% | 1.85% | +7.2% |
| ALKS | ALKERMES | $56,938,000 | +36.6% | 972,300 | 0.0% | 1.66% | +29.1% | |
| IMAX | Buy | IMAX CORP | $56,577,000 | +27.5% | 1,830,981 | +13.3% | 1.65% | +20.6% |
| NKTR | Buy | NEKTAR | $54,405,000 | +30.9% | 3,509,990 | +1.9% | 1.59% | +23.8% |
| CROX | Sell | CROCS INC | $52,759,000 | -6.8% | 4,224,100 | -6.1% | 1.54% | -11.9% |
| TASR | Buy | TASER INTL INC | $52,293,000 | +176.9% | 1,974,810 | +61.4% | 1.53% | +161.9% |
| LPSN | Buy | LIVEPERSON | $51,734,000 | +25.7% | 3,669,100 | +12.3% | 1.51% | +18.8% |
| EEFT | Sell | EURONET | $48,967,000 | +8.5% | 891,935 | -5.6% | 1.43% | +2.5% |
| SMCI | Sell | SUPER MICRO COMPUTER | $47,599,000 | -1.1% | 1,364,641 | -16.6% | 1.39% | -6.5% |
| PTCT | Sell | PTC THERAPEUTICS | $44,993,000 | +16.2% | 869,101 | -1.2% | 1.31% | +9.9% |
| RDWR | Sell | RADWARE | $44,134,000 | +23.8% | 2,004,261 | -0.8% | 1.29% | +17.0% |
| ROLL | Sell | RBC BEARINGS | $43,630,000 | +13.4% | 676,114 | -0.4% | 1.27% | +7.2% |
| CSGP | Sell | COSTAR CORP | $43,216,000 | -10.8% | 235,341 | -24.5% | 1.26% | -15.6% |
| OMG | Sell | OM GROUP | $42,503,000 | +14.0% | 1,426,289 | -0.8% | 1.24% | +7.7% |
| BWLD | Sell | BUFFALO WILD WINGS | $41,155,000 | +32.8% | 228,157 | -1.1% | 1.20% | +25.5% |
| BRKR | BRUKER CORP | $41,106,000 | +6.0% | 2,095,100 | 0.0% | 1.20% | +0.2% | |
| P | Buy | PANDORA | $40,951,000 | -18.0% | 2,296,769 | +11.1% | 1.20% | -22.5% |
| RKUS | Sell | RUCKUS WIRELESS | $40,337,000 | -10.1% | 3,355,850 | -0.1% | 1.18% | -15.0% |
| FIVE | Sell | FIVE BELOW | $40,048,000 | -2.4% | 980,841 | -5.3% | 1.17% | -7.7% |
| WST | Sell | WEST PHARMA SVCS | $38,764,000 | -32.5% | 728,100 | -43.3% | 1.13% | -36.2% |
| RHT | Sell | RED HAT INC | $38,677,000 | +20.4% | 559,400 | -2.3% | 1.13% | +13.8% |
| SPSC | Buy | SPS COMMERCE | $38,397,000 | +24.0% | 678,035 | +16.4% | 1.12% | +17.3% |
| TNC | Buy | TENNANT CO | $37,339,000 | +15.2% | 517,380 | +7.1% | 1.09% | +8.9% |
| STAG | Sell | STAG INDUSTRIAL | $36,661,000 | +17.3% | 1,496,373 | -0.8% | 1.07% | +10.9% |
| ABCO | Buy | ADVISORY BOARD | $36,499,000 | +42.6% | 745,188 | +35.6% | 1.07% | +34.9% |
| CTCT | Sell | CONSTANT CONTACT | $36,472,000 | +9.6% | 993,778 | -19.0% | 1.06% | +3.6% |
| BLOX | Buy | INFOBLOX | $36,125,000 | +55.1% | 1,787,500 | +13.2% | 1.06% | +46.7% |
| KMT | KENNAMETAL | $35,374,000 | -13.4% | 988,363 | 0.0% | 1.03% | -18.1% | |
| DECK | Sell | DECKERS OUTDOOR | $34,386,000 | -17.9% | 377,700 | -12.4% | 1.00% | -22.4% |
| PTC | Sell | PTC INC | $33,211,000 | -5.3% | 906,170 | -4.6% | 0.97% | -10.4% |
| BIO | BIO RAD LABS | $32,423,000 | +6.3% | 268,934 | 0.0% | 0.95% | +0.5% | |
| MTD | METTLER TOLEDO | $31,985,000 | +18.1% | 105,750 | 0.0% | 0.93% | +11.7% | |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $30,642,000 | -12.6% | 208,709 | -15.7% | 0.90% | -17.3% |
| ZLTQ | Sell | ZELTIQ | $30,210,000 | -3.5% | 1,082,410 | -21.8% | 0.88% | -8.8% |
| VRTU | Buy | VIRTUSA CORP | $29,940,000 | +24.0% | 718,503 | +5.8% | 0.87% | +17.2% |
| KAMN | Sell | KAMAN CORP | $29,298,000 | +1.0% | 730,796 | -1.0% | 0.86% | -4.6% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $28,240,000 | -4.9% | 660,900 | -0.1% | 0.82% | -10.1% |
| FNSR | Buy | FINISAR | $28,177,000 | +17.6% | 1,451,700 | +0.7% | 0.82% | +11.2% |
| FDS | FACTSET RESEARCH SYSTEMS | $28,101,000 | +15.8% | 199,650 | 0.0% | 0.82% | +9.5% | |
| IRBT | Buy | IROBOT | $28,011,000 | +32.3% | 806,761 | +16.1% | 0.82% | +25.1% |
| FRAN | Sell | FRANCESCA'S HOLDINGS | $28,001,000 | +12.5% | 1,676,700 | -6.1% | 0.82% | +6.4% |
| AUXL | Sell | AUXILIUM PHARMACEUTICALS | $27,934,000 | -3.8% | 812,380 | -16.5% | 0.82% | -9.0% |
| TYPE | Buy | MONOTYPE IMAGING | $26,906,000 | +17.8% | 933,258 | +15.7% | 0.78% | +11.3% |
| SLAB | Sell | SILICON LABORATORIES INC | $26,886,000 | +8.4% | 564,588 | -7.5% | 0.78% | +2.5% |
| GIMO | Buy | GIGAMON INC | $25,962,000 | +88.0% | 1,464,300 | +11.0% | 0.76% | +77.9% |
| CHDN | Sell | CHURCHILL DOWNS INC | $25,893,000 | -11.4% | 271,700 | -9.3% | 0.76% | -16.2% |
| ARUN | Buy | ARUBA NETWORKS | $25,401,000 | -14.9% | 1,397,200 | +1.0% | 0.74% | -19.5% |
| TER | Sell | TERADYNE | $24,921,000 | +1.3% | 1,259,280 | -0.7% | 0.73% | -4.1% |
| ISIL | Sell | INTERSIL | $24,793,000 | +1.7% | 1,713,395 | -0.1% | 0.72% | -3.9% |
| TIVO | Sell | TIVO INC | $24,590,000 | -17.5% | 2,076,820 | -10.8% | 0.72% | -22.0% |
| SWM | Sell | SCHWEITZER MAUDUIT INT'L | $24,576,000 | -3.0% | 581,000 | -5.3% | 0.72% | -8.4% |
| TTPH | Buy | TETRAPHASE PHARMACEUTICALS | $24,575,000 | +299.5% | 618,860 | +100.7% | 0.72% | +277.4% |
| DXPE | Sell | DXP ENTERPRISES | $24,383,000 | -31.8% | 482,552 | -0.6% | 0.71% | -35.5% |
| CDNS | Sell | CADENCE DESIGN | $24,291,000 | +9.9% | 1,280,500 | -0.3% | 0.71% | +3.8% |
| EAT | Sell | BRINKER INTERNATIONAL | $23,259,000 | +5.2% | 396,310 | -8.9% | 0.68% | -0.4% |
| UAA | Sell | UNDER ARMOUR | $23,186,000 | -15.7% | 341,475 | -14.2% | 0.68% | -20.3% |
| VRTX | VERTEX PHARM | $23,059,000 | +5.8% | 194,100 | 0.0% | 0.67% | 0.0% | |
| PSIX | Sell | POWER SOLUTIONS INTERNATIONAL | $22,378,000 | -36.0% | 433,600 | -14.4% | 0.65% | -39.5% |
| WNS | Buy | WNS HOLDINGS LTD | $21,692,000 | -7.4% | 1,049,947 | +0.9% | 0.63% | -12.6% |
| RVBD | Sell | RIVERBED TECHNOLOGY | $21,653,000 | +9.6% | 1,060,900 | -0.4% | 0.63% | +3.6% |
| LOPE | Sell | GRAND CANYON EDUCATION | $21,515,000 | -9.6% | 461,099 | -21.0% | 0.63% | -14.6% |
| PSMT | Sell | PRICESMART | $21,048,000 | -17.8% | 230,740 | -22.9% | 0.61% | -22.4% |
| CGNX | Buy | COGNEX CORPORATION | $20,685,000 | +163.6% | 500,475 | +156.9% | 0.60% | +149.6% |
| JBT | Buy | JOHN BEAN TECHNOLOGIES | $20,399,000 | +22.2% | 620,800 | +4.6% | 0.60% | +15.5% |
| PRFT | Buy | PERFICIENT | $20,365,000 | +25.6% | 1,093,126 | +1.0% | 0.60% | +18.8% |
| QLYS | Sell | QUALYS INC | $20,297,000 | +31.1% | 537,656 | -7.6% | 0.59% | +24.1% |
| GWR | Sell | GENESEE & WYOMING | $20,085,000 | -13.6% | 223,360 | -8.4% | 0.59% | -18.4% |
| SCMP | Sell | SUCAMPO PHARMACEUTICALS | $19,426,000 | +115.0% | 1,360,334 | -2.1% | 0.57% | +103.2% |
| QGEN | QIAGEN NV | $19,401,000 | +3.0% | 827,000 | 0.0% | 0.57% | -2.6% | |
| IMPV | IMPERVA | $19,322,000 | +72.0% | 390,900 | 0.0% | 0.56% | +62.5% | |
| PLOW | Sell | DOUGLAS DYNAMICS | $18,961,000 | +8.5% | 884,792 | -1.2% | 0.55% | +2.8% |
| QLIK | Sell | QLIK TECHNOLOGIES | $18,889,000 | +14.1% | 611,500 | -0.1% | 0.55% | +7.8% |
| SMG | Sell | SCOTTS MIRACLE-GRO | $18,235,000 | +3.2% | 292,600 | -8.9% | 0.53% | -2.6% |
| HIBB | Buy | HIBBETT SPORTS | $17,953,000 | +62.1% | 370,693 | +42.7% | 0.52% | +53.2% |
| ELY | Sell | CALLAWAY GOLF | $17,865,000 | -3.5% | 2,320,100 | -9.3% | 0.52% | -8.7% |
| MOD | Sell | MODINE MANUFACTURING | $17,358,000 | +12.9% | 1,276,294 | -1.4% | 0.51% | +6.7% |
| PRO | Buy | PROS HOLDING | $17,178,000 | +12.5% | 625,100 | +3.2% | 0.50% | +6.4% |
| EXPO | Sell | EXPONENT | $16,811,000 | +16.0% | 203,767 | -0.3% | 0.49% | +9.8% |
| AWAY | Buy | HOMEAWAY INC | $16,741,000 | -14.4% | 562,144 | +2.1% | 0.49% | -19.0% |
| BDBD | Sell | BOULDER BRANDS | $16,534,000 | -25.6% | 1,494,900 | -8.4% | 0.48% | -29.7% |
| ASNA | Sell | ASCENA RETAIL GROUP | $16,520,000 | -14.5% | 1,315,300 | -9.5% | 0.48% | -19.3% |
| INVN | Sell | INVENSENSE INC | $16,378,000 | -20.1% | 1,007,250 | -3.0% | 0.48% | -24.5% |
| CSII | CARDIOVASCULAR SOLUTIONS | $16,237,000 | +27.3% | 539,800 | 0.0% | 0.47% | +20.3% | |
| BJRI | Sell | BJ'S RESTAURANTS | $16,228,000 | +25.9% | 323,210 | -9.7% | 0.47% | +19.1% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $16,136,000 | +23.7% | 814,148 | +14.8% | 0.47% | +16.9% |
| PTRY | Sell | THE PANTRY | $15,973,000 | +75.9% | 431,000 | -4.0% | 0.47% | +66.4% |
| DKS | Sell | DICKS SPORTING GOODS | $15,634,000 | -5.9% | 314,875 | -16.9% | 0.46% | -11.1% |
| CAB | Sell | CABELA'S | $15,449,000 | -23.2% | 293,100 | -14.2% | 0.45% | -27.4% |
| CECE | Sell | CECO ENVIRONMENTAL | $15,240,000 | +13.7% | 980,671 | -1.9% | 0.44% | +7.5% |
| MPWR | Sell | MONOLITHIC POWER | $15,183,000 | +4.3% | 305,250 | -7.6% | 0.44% | -1.6% |
| MINI | Sell | MOBILE MINI | $14,555,000 | +3.7% | 359,300 | -10.5% | 0.42% | -1.8% |
| BRCD | BROCADE COMMUNICATIONS | $14,334,000 | +8.9% | 1,210,600 | 0.0% | 0.42% | +3.0% | |
| TYL | Sell | TYLER TECHNOLOGIES | $14,112,000 | +23.6% | 128,950 | -0.2% | 0.41% | +16.7% |
| NGVC | Sell | NATURAL GROCERS BY VITAMIN COT | $14,046,000 | +56.7% | 498,600 | -9.4% | 0.41% | +48.0% |
| MSCC | Sell | MICROSEMI | $13,793,000 | +11.5% | 486,000 | -0.2% | 0.40% | +5.5% |
| BRKS | New | BROOKS AUTOMATION | $13,047,000 | – | 1,023,321 | +100.0% | 0.38% | – |
| EPAM | Sell | EPAM SYSTEMS | $12,692,000 | +8.9% | 265,800 | -0.2% | 0.37% | +3.1% |
| VASC | Sell | VASCULAR SOLUTIONS | $12,690,000 | +8.1% | 467,234 | -1.7% | 0.37% | +2.2% |
| 2978PS | Buy | E2OPEN | $12,567,000 | +46.0% | 1,307,684 | +41.4% | 0.37% | +38.0% |
| FRGI | Sell | FIESTA RESTAURANT GROUP | $12,580,000 | +11.5% | 206,900 | -8.9% | 0.37% | +5.5% |
| IPGP | Sell | IPG PHOTONICS | $12,545,000 | -1.1% | 167,450 | -9.2% | 0.37% | -6.6% |
| KWR | QUAKER CHEMICAL CORP | $12,495,000 | +28.4% | 135,760 | 0.0% | 0.36% | +21.3% | |
| RMTI | Buy | ROCKWELL MEDICAL | $12,339,000 | +59.9% | 1,200,269 | +42.2% | 0.36% | +51.3% |
| EXAS | Sell | EXACT SCIENCES | $12,052,000 | -28.1% | 439,229 | -49.2% | 0.35% | -32.0% |
| XLRN | New | ACCELERON PHARMA | $11,921,000 | – | 305,988 | +100.0% | 0.35% | – |
| CYNO | Sell | CYNOSURE | $11,693,000 | +28.8% | 426,427 | -1.4% | 0.34% | +21.8% |
| KNX | Sell | KNIGHT TRANS | $11,696,000 | -1.7% | 347,480 | -20.0% | 0.34% | -7.1% |
| PFPT | Sell | PROOFPOINT | $11,554,000 | +7.9% | 239,561 | -16.9% | 0.34% | +1.8% |
| HZO | Sell | MARINEMAX INC | $11,523,000 | +16.2% | 574,708 | -2.4% | 0.34% | +9.8% |
| LNKD | Sell | LINKEDIN CORP | $11,454,000 | +7.5% | 49,862 | -2.7% | 0.33% | +1.5% |
| ACTA | Buy | ACTUA CORP | $11,423,000 | +73.9% | 618,436 | +50.8% | 0.33% | +64.0% |
| ALLT | Buy | ALLOT COMMUNICATIONS | $11,237,000 | -13.3% | 1,224,100 | +7.9% | 0.33% | -18.0% |
| BDE | Buy | BLACK DIAMOND | $10,698,000 | +20.4% | 1,222,601 | +4.1% | 0.31% | +13.9% |
| LFUS | LITTELFUSE | $10,634,000 | +13.5% | 110,000 | 0.0% | 0.31% | +7.3% | |
| ADS | ALLIANCE DATA SYSTEMS | $10,455,000 | +15.2% | 36,550 | 0.0% | 0.30% | +8.9% | |
| CLH | Sell | CLEAN HARBORS | $10,403,000 | -11.8% | 216,500 | -1.0% | 0.30% | -16.5% |
| ACRX | Sell | ACELRX PHARMACEUTICALS | $10,378,000 | +21.2% | 1,541,984 | -1.1% | 0.30% | +14.8% |
| FEIC | Buy | FEI COMPANY | $9,920,000 | +38.7% | 109,800 | +15.8% | 0.29% | +31.2% |
| PRGS | PROGRESS SFTWR | $9,592,000 | +13.0% | 355,000 | 0.0% | 0.28% | +6.9% | |
| SNCR | Buy | SYNCHRONOSS TECHNOLOGIES INC | $9,465,000 | +20.6% | 226,100 | +31.8% | 0.28% | +14.0% |
| AZPN | Sell | ASPEN TECHNOLOGY INC | $9,376,000 | -56.3% | 267,737 | -53.0% | 0.27% | -58.7% |
| HBIO | Sell | HARVARD BIOSCIENCE | $9,312,000 | +38.4% | 1,642,276 | -0.1% | 0.27% | +30.8% |
| BC | Sell | BRUNSWICK CORP | $9,193,000 | +12.1% | 179,350 | -7.8% | 0.27% | +5.9% |
| TITN | Sell | TITAN MACHINERY | $9,147,000 | +5.7% | 656,178 | -1.5% | 0.27% | 0.0% |
| ENTR | Sell | ENTROPIC COMMUNICATIONS | $9,126,000 | -5.5% | 3,607,003 | -0.7% | 0.27% | -10.7% |
| THRM | Buy | GENTHERM | $9,088,000 | -5.6% | 248,160 | +8.8% | 0.26% | -10.8% |
| SRPT | Sell | SAREPTA THERAPEUTICS | $9,037,000 | -32.0% | 624,512 | -0.9% | 0.26% | -35.8% |
| CNK | Sell | CINEMARK HOLDINGS | $9,012,000 | -10.3% | 253,300 | -14.2% | 0.26% | -15.2% |
| CGIPQ | Sell | CELADON GROUP | $8,159,000 | +15.6% | 359,599 | -0.9% | 0.24% | +9.2% |
| ELOS | Sell | SYNERON MEDICAL LTD | $8,130,000 | -8.7% | 871,375 | -1.9% | 0.24% | -13.8% |
| CUTR | CUTERA | $7,913,000 | +5.7% | 740,877 | 0.0% | 0.23% | 0.0% | |
| FIX | Buy | COMFORT SYSTEMS | $7,808,000 | +43.3% | 456,090 | +13.5% | 0.23% | +35.7% |
| JBLU | JETBLUE AIRWAYS | $7,771,000 | +49.3% | 490,000 | 0.0% | 0.23% | +41.0% | |
| SHOR | Sell | SHORETEL INC | $7,747,000 | -14.0% | 1,054,000 | -22.2% | 0.23% | -18.7% |
| ANF | Sell | ABERCROMBIE & FITCH | $7,498,000 | -32.4% | 261,800 | -14.2% | 0.22% | -36.0% |
| SSYS | Sell | STRATASYS LTD | $7,510,000 | -57.6% | 90,365 | -38.4% | 0.22% | -60.0% |
| CRCM | Buy | CARE.COM INC | $7,457,000 | +5.1% | 900,593 | +3.4% | 0.22% | -0.5% |
| SODA | Sell | SODASTREAM INTERNATIONAL | $7,403,000 | -32.8% | 367,966 | -1.5% | 0.22% | -36.5% |
| IIVI | Sell | II-VI | $7,345,000 | +15.5% | 538,066 | -0.5% | 0.21% | +9.2% |
| KAR | Sell | KAR AUCTION SERVICES | $7,326,000 | +3.9% | 211,430 | -14.2% | 0.21% | -1.8% |
| ATRC | Sell | ATRICURE | $7,332,000 | +31.8% | 367,336 | -2.8% | 0.21% | +24.4% |
| POWI | Sell | POWER INTEGRATIONS | $7,222,000 | -35.3% | 139,585 | -32.6% | 0.21% | -38.8% |
| OXM | OXFORD INDUSTRIES | $7,067,000 | -9.5% | 128,000 | 0.0% | 0.21% | -14.5% | |
| EIGI | New | ENDURANCE INTERNATIONAL GROUP | $7,015,000 | – | 380,622 | +100.0% | 0.20% | – |
| OSIS | Buy | OSI SYSTEMS | $6,913,000 | +23.1% | 97,680 | +10.4% | 0.20% | +16.8% |
| GCA | GLOBAL CASH ACCESS | $6,875,000 | +5.9% | 961,581 | 0.0% | 0.20% | +0.5% | |
| UPLD | New | UPLAND SOFTWARE | $6,824,000 | – | 713,823 | +100.0% | 0.20% | – |
| STAA | Buy | STAAR SURGICAL | $6,749,000 | -4.9% | 740,814 | +11.0% | 0.20% | -10.0% |
| RNA | New | PROSENSA HOLDING | $6,746,000 | – | 359,760 | +100.0% | 0.20% | – |
| DWRE | Buy | DEMANDWARE | $6,714,000 | +80.8% | 116,676 | +60.0% | 0.20% | +70.4% |
| IPHI | Sell | INPHI | $6,551,000 | -7.3% | 354,500 | -27.9% | 0.19% | -12.4% |
| UBNT | Sell | UBIQUITI NETWORKS | $6,358,000 | -45.3% | 214,500 | -30.7% | 0.19% | -48.2% |
| WBMD | Sell | WEB MD HEALTH CORP | $6,113,000 | -29.0% | 154,568 | -25.0% | 0.18% | -33.1% |
| INWK | Buy | INNER WORKINGS INC | $5,875,000 | +19.9% | 754,204 | +24.5% | 0.17% | +13.9% |
| SKX | New | SKECHERS USA | $5,818,000 | – | 105,300 | +100.0% | 0.17% | – |
| TINY | HARRIS & HARRIS | $5,816,000 | -1.0% | 1,971,646 | 0.0% | 0.17% | -6.1% | |
| CEVA | CEVA | $5,551,000 | +35.0% | 306,011 | 0.0% | 0.16% | +27.6% | |
| LMAT | Sell | LEMAITRE VASCULAR | $5,463,000 | +9.7% | 714,142 | -1.4% | 0.16% | +3.2% |
| PCTY | Sell | PAYLOCITY HOLDINGS CORP | $5,413,000 | +29.2% | 207,309 | -2.8% | 0.16% | +22.5% |
| NEO | Sell | NEOGENOMICS | $5,291,000 | -24.0% | 1,268,806 | -5.1% | 0.15% | -28.4% |
| BSFT | BROADSOFT | $5,177,000 | +37.9% | 178,400 | 0.0% | 0.15% | +30.2% | |
| RLD | REALD INC | $4,997,000 | +25.9% | 423,500 | 0.0% | 0.15% | +18.7% | |
| LNDC | New | LANDEC | $4,987,000 | – | 361,100 | +100.0% | 0.15% | – |
| DFRG | DEL FRISCO'S | $4,917,000 | +24.0% | 207,100 | 0.0% | 0.14% | +18.0% | |
| ZU | Sell | ZULILY INC | $4,902,000 | -50.9% | 209,502 | -20.6% | 0.14% | -53.7% |
| RTEC | Sell | RUDOLPH TECH | $4,819,000 | +10.5% | 471,084 | -2.3% | 0.14% | +4.4% |
| KONAQ | Buy | KONA GRILL | $4,793,000 | +20.0% | 207,600 | +2.6% | 0.14% | +13.8% |
| PSEM | Sell | PERICOM SEMICONDUCTOR | $4,445,000 | +37.1% | 328,299 | -1.4% | 0.13% | +30.0% |
| CSOD | New | CORNERSTONE ONDEMAND | $4,404,000 | – | 125,100 | +100.0% | 0.13% | – |
| MGRC | Sell | MCGRATH RENT | $4,069,000 | -69.5% | 113,477 | -70.9% | 0.12% | -71.1% |
| TSLA | Sell | TESLA MOTORS | $3,990,000 | -33.7% | 17,939 | -27.7% | 0.12% | -37.6% |
| RENT | Sell | RENTRAK CORP | $3,941,000 | -6.5% | 54,125 | -21.8% | 0.12% | -11.5% |
| SOHO | SOTHERLY HOTELS | $3,924,000 | -3.8% | 523,210 | 0.0% | 0.12% | -8.7% | |
| DRRX | Buy | DURECT CORP | $3,787,000 | -45.9% | 4,798,285 | +0.7% | 0.11% | -48.6% |
| LJPC | New | LA JOLLA PHARMACEUTICAL | $3,590,000 | – | 194,578 | +100.0% | 0.10% | – |
| ENSV | Buy | ENSERVCO | $3,607,000 | -34.0% | 2,240,681 | +49.2% | 0.10% | -37.9% |
| CVGW | Sell | CALAVO GROWERS | $3,531,000 | -3.9% | 74,651 | -8.3% | 0.10% | -9.6% |
| RES | RPC INC | $3,420,000 | -40.6% | 262,250 | 0.0% | 0.10% | -43.8% | |
| TXTR | Buy | TEXTURA CORP | $3,349,000 | +48.1% | 117,628 | +37.4% | 0.10% | +40.0% |
| ZFGN | New | ZAFGEN INC | $3,335,000 | – | 108,130 | +100.0% | 0.10% | – |
| GTTN | Sell | GTT COMMUNICATION | $3,224,000 | +6.0% | 243,700 | -4.6% | 0.09% | 0.0% |
| STNR | Sell | STEINER LEISURE LTD | $3,175,000 | -9.0% | 68,700 | -26.0% | 0.09% | -13.9% |
| ECHO | New | ECHO GLOBAL LOGISTICS | $3,154,000 | – | 108,000 | +100.0% | 0.09% | – |
| HIVE | AEROHIVE NETWORKS INC | $3,093,000 | -40.2% | 644,430 | 0.0% | 0.09% | -43.8% | |
| DSCI | Sell | DERMA SCIENCES | $3,065,000 | +2.6% | 329,202 | -8.2% | 0.09% | -3.3% |
| NMBL | New | NIMBLE STORAGE | $2,956,000 | – | 107,500 | +100.0% | 0.09% | – |
| ENV | ENVESTNET, INC | $2,672,000 | +9.2% | 54,382 | 0.0% | 0.08% | +2.6% | |
| MNTX | Sell | MANITEX INTERNATIONAL | $2,522,000 | +3.3% | 198,434 | -8.2% | 0.07% | -1.3% |
| IMGN | Sell | IMMUNOGEN | $2,524,000 | -54.2% | 413,800 | -20.5% | 0.07% | -56.5% |
| DGI | DIGITAL GLOBE | $2,177,000 | +8.6% | 70,300 | 0.0% | 0.06% | +3.2% | |
| ZUMZ | Sell | ZUMIEZ INC | $2,106,000 | -55.6% | 54,514 | -67.7% | 0.06% | -58.5% |
| SAUC | Sell | DIVERSIFIED RESTAURANT HOLDING | $2,043,000 | -2.8% | 395,880 | -7.3% | 0.06% | -7.7% |
| SPA | Sell | SPARTON CORPORATION | $1,789,000 | +5.7% | 63,139 | -8.0% | 0.05% | 0.0% |
| BDSI | Sell | BIODELIVERY SCIENCE INT'L | $1,699,000 | -67.4% | 141,365 | -53.6% | 0.05% | -68.9% |
| BAS | BASIC ENERGY | $1,717,000 | -67.7% | 245,000 | 0.0% | 0.05% | -69.5% | |
| RUSHA | Sell | RUSH ENTERPRISES | $1,474,000 | -12.0% | 46,004 | -8.1% | 0.04% | -17.3% |
| ZIXI | Sell | ZIX CORP | $1,412,000 | -22.9% | 392,098 | -26.8% | 0.04% | -28.1% |
| ATW | Sell | ATWOOD OCEANICS | $1,265,000 | -44.3% | 44,600 | -14.2% | 0.04% | -47.1% |
| ENZ | Sell | ENZO BIOCHEM | $1,223,000 | -20.9% | 275,558 | -8.3% | 0.04% | -25.0% |
| ZEN | Sell | ZENDESK | $1,172,000 | -36.4% | 48,111 | -43.6% | 0.03% | -40.4% |
| HART | HARVARD APP REGEN TECH | $1,109,000 | -60.8% | 348,884 | 0.0% | 0.03% | -63.2% | |
| ANRZQ | Sell | ALPHA NATURAL RESOURCES | $1,051,000 | -39.8% | 629,100 | -10.6% | 0.03% | -42.6% |
| NSPH | NANOSPHERE | $1,044,000 | -31.2% | 2,661,969 | 0.0% | 0.03% | -36.2% | |
| KEGXQ | Sell | KEY ENERGY SVCS | $930,000 | -73.3% | 556,800 | -22.8% | 0.03% | -75.0% |
| SPNV | Sell | SUPERIOR ENERGY | $920,000 | -39.1% | 45,679 | -0.7% | 0.03% | -42.6% |
| PRTA | PROTHENA CORP PLC | $704,000 | -6.3% | 33,894 | 0.0% | 0.02% | -8.7% | |
| PTIE | Sell | PAIN THERAPEUTICS | $698,000 | -52.3% | 343,660 | -8.2% | 0.02% | -55.6% |
| AVEO | AVEO PHARMACEUTICALS | $568,000 | -24.4% | 676,451 | 0.0% | 0.02% | -26.1% | |
| LQDT | Sell | LIQUIDITY SERVICES | $535,000 | -56.0% | 65,500 | -26.0% | 0.02% | -57.9% |
| ARCW | Sell | ARC GROUP WORLDWIDE | $339,000 | -92.9% | 33,447 | -89.0% | 0.01% | -93.2% |
| JRCCQ | JAMES RIVER COAL CO | $10,000 | -77.8% | 557,400 | 0.0% | 0.00% | -100.0% | |
| ELRC | Exit | ELECTRO RENT | $0 | – | -102,694 | -100.0% | -0.04% | – |
| LF | Exit | LEAPFROG | $0 | – | -312,082 | -100.0% | -0.06% | – |
| LMNX | Exit | LUMINEX CORP | $0 | – | -172,612 | -100.0% | -0.10% | – |
| MBBYF | Exit | MOBILEYE | $0 | – | -83,343 | -100.0% | -0.14% | – |
| OUTR | Exit | OUTERWALL INC | $0 | – | -136,700 | -100.0% | -0.24% | – |
| DRTX | Exit | DURATA THERAPEUTICS | $0 | – | -691,283 | -100.0% | -0.27% | – |
| CNQR | Exit | CONCUR TECHN | $0 | – | -171,692 | -100.0% | -0.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-20
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.