$3.49 Billion is the total value of Granahan Investment Management's 231 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 30.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMG | Sell | AFFILIATED MANAGERS GROUP | $62,370,000 | -1.8% | 290,392 | -2.9% | 1.78% | -3.7% |
| ABCO | Buy | ADVISORY BOARD | $60,254,000 | +65.1% | 1,130,891 | +51.8% | 1.72% | +61.7% |
| ROLL | Buy | RBC BEARINGS | $51,849,000 | +18.8% | 677,409 | +0.2% | 1.48% | +16.5% |
| TASR | Buy | TASER INTL INC | $50,369,000 | -3.7% | 2,089,126 | +5.8% | 1.44% | -5.6% |
| SPSC | Buy | SPS COMMERCE | $49,902,000 | +30.0% | 743,693 | +9.7% | 1.43% | +27.4% |
| CSGP | Buy | COSTAR CORP | $48,873,000 | +13.1% | 247,045 | +5.0% | 1.40% | +10.9% |
| IMAX | Sell | IMAX CORP | $48,793,000 | -13.8% | 1,447,430 | -20.9% | 1.40% | -15.5% |
| BLOX | Buy | INFOBLOX | $47,885,000 | +32.6% | 2,006,083 | +12.2% | 1.37% | +29.9% |
| RKUS | Buy | RUCKUS WIRELESS | $44,545,000 | +10.4% | 3,461,163 | +3.1% | 1.28% | +8.2% |
| SMCI | Sell | SUPER MICRO COMPUTER | $42,795,000 | -10.1% | 1,288,623 | -5.6% | 1.22% | -11.9% |
| OMG | Sell | OM GROUP | $42,687,000 | +0.4% | 1,421,462 | -0.3% | 1.22% | -1.5% |
| ULTI | Buy | ULTIMATE SOFTWARE GROUP | $42,566,000 | +38.9% | 250,456 | +20.0% | 1.22% | +36.1% |
| RDWR | Sell | RADWARE | $41,849,000 | -5.2% | 2,001,379 | -0.1% | 1.20% | -7.0% |
| RHT | Sell | RED HAT INC | $41,716,000 | +7.9% | 550,700 | -1.6% | 1.19% | +5.8% |
| WST | Sell | WEST PHARMA SVCS | $40,612,000 | +4.8% | 674,500 | -7.4% | 1.16% | +2.7% |
| BRKR | Buy | BRUKER CORP | $38,829,000 | -5.5% | 2,102,300 | +0.3% | 1.11% | -7.4% |
| LPSN | Buy | LIVEPERSON | $38,115,000 | -26.3% | 3,723,959 | +1.5% | 1.09% | -27.7% |
| EEFT | Sell | EURONET | $37,364,000 | -23.7% | 635,985 | -28.7% | 1.07% | -25.2% |
| CTCT | Sell | CONSTANT CONTACT | $36,571,000 | +0.3% | 957,117 | -3.7% | 1.05% | -1.7% |
| BIO | Buy | BIO RAD LABS | $36,449,000 | +12.4% | 269,634 | +0.3% | 1.04% | +10.1% |
| STAG | Sell | STAG INDUSTRIAL | $35,159,000 | -4.1% | 1,494,836 | -0.1% | 1.01% | -6.0% |
| MTD | METTLER TOLEDO | $34,755,000 | +8.7% | 105,750 | 0.0% | 1.00% | +6.5% | |
| ALKS | Sell | ALKERMES | $34,716,000 | -39.0% | 569,400 | -41.4% | 0.99% | -40.3% |
| TNC | Buy | TENNANT CO | $34,035,000 | -8.8% | 520,646 | +0.6% | 0.97% | -10.6% |
| CROX | Sell | CROCS INC | $33,920,000 | -35.7% | 2,872,170 | -32.0% | 0.97% | -36.9% |
| PSIX | Buy | POWER SOLUTIONS INTERNATIONAL | $33,657,000 | +50.4% | 523,524 | +20.7% | 0.96% | +47.5% |
| KMT | Buy | KENNAMETAL | $33,429,000 | -5.5% | 992,263 | +0.4% | 0.96% | -7.4% |
| FIVE | Sell | FIVE BELOW | $32,275,000 | -19.4% | 907,372 | -7.5% | 0.92% | -21.0% |
| GIMO | Buy | GIGAMON INC | $32,223,000 | +24.1% | 1,517,112 | +3.6% | 0.92% | +21.6% |
| P | Sell | PANDORA | $32,217,000 | -21.3% | 1,987,449 | -13.5% | 0.92% | -22.8% |
| FNSR | Buy | FINISAR | $31,897,000 | +13.2% | 1,494,694 | +3.0% | 0.91% | +10.9% |
| FDS | FACTSET RESEARCH SYSTEMS | $31,784,000 | +13.1% | 199,650 | 0.0% | 0.91% | +11.0% | |
| SCMP | Buy | SUCAMPO PHARMACEUTICALS | $31,440,000 | +61.8% | 2,020,564 | +48.5% | 0.90% | +58.7% |
| VRTU | Buy | VIRTUSA CORP | $30,924,000 | +3.3% | 747,308 | +4.0% | 0.88% | +1.3% |
| KAMN | Sell | KAMAN CORP | $30,913,000 | +5.5% | 728,568 | -0.3% | 0.88% | +3.5% |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $30,464,000 | +7.9% | 671,893 | +1.7% | 0.87% | +5.8% |
| PTC | Sell | PTC INC | $29,893,000 | -10.0% | 826,446 | -8.8% | 0.86% | -11.9% |
| BRKS | Buy | BROOKS AUTOMATION | $29,607,000 | +126.9% | 2,545,739 | +148.8% | 0.85% | +122.3% |
| SLAB | Sell | SILICON LABORATORIES INC | $27,999,000 | +4.1% | 551,480 | -2.3% | 0.80% | +2.0% |
| DXPE | Buy | DXP ENTERPRISES | $27,576,000 | +13.1% | 625,440 | +29.6% | 0.79% | +10.8% |
| BWLD | Sell | BUFFALO WILD WINGS | $27,308,000 | -33.6% | 150,675 | -34.0% | 0.78% | -35.0% |
| QGEN | Buy | QIAGEN NV | $26,485,000 | +36.5% | 1,051,000 | +27.1% | 0.76% | +33.9% |
| TTPH | Buy | TETRAPHASE PHARMACEUTICALS | $26,409,000 | +7.5% | 720,781 | +16.5% | 0.76% | +5.4% |
| WNS | Buy | WNS HOLDINGS LTD | $26,060,000 | +20.1% | 1,071,545 | +2.1% | 0.75% | +17.9% |
| GWR | Buy | GENESEE & WYOMING | $25,746,000 | +28.2% | 266,960 | +19.5% | 0.74% | +25.8% |
| CSII | Buy | CARDIOVASCULAR SOLUTIONS | $25,356,000 | +56.2% | 649,500 | +20.3% | 0.73% | +53.2% |
| ISIL | Buy | INTERSIL | $25,323,000 | +2.1% | 1,768,395 | +3.2% | 0.72% | +0.1% |
| CDNS | Buy | CADENCE DESIGN | $24,896,000 | +2.5% | 1,350,100 | +5.4% | 0.71% | +0.4% |
| DWRE | Buy | DEMANDWARE | $24,846,000 | +270.1% | 407,984 | +249.7% | 0.71% | +262.8% |
| ZLTQ | Sell | ZELTIQ | $24,735,000 | -18.1% | 802,302 | -25.9% | 0.71% | -19.7% |
| NKTR | Sell | NEKTAR | $24,386,000 | -55.2% | 2,216,945 | -36.8% | 0.70% | -56.0% |
| CGNX | Sell | COGNEX CORPORATION | $24,071,000 | +16.4% | 485,392 | -3.0% | 0.69% | +14.1% |
| JBT | Buy | JOHN BEAN TECHNOLOGIES | $24,078,000 | +18.0% | 674,068 | +8.6% | 0.69% | +15.6% |
| IRBT | Sell | IROBOT | $23,733,000 | -15.3% | 727,339 | -9.8% | 0.68% | -17.0% |
| PRFT | Buy | PERFICIENT | $23,498,000 | +15.4% | 1,135,710 | +3.9% | 0.67% | +12.9% |
| TER | Sell | TERADYNE | $23,364,000 | -6.2% | 1,239,478 | -1.6% | 0.67% | -8.1% |
| VRTX | VERTEX PHARM | $22,898,000 | -0.7% | 194,100 | 0.0% | 0.66% | -2.7% | |
| QLYS | Sell | QUALYS INC | $21,738,000 | +7.1% | 467,685 | -13.0% | 0.62% | +4.9% |
| ESPR | New | ESPERION THERAPEUTICS | $21,555,000 | – | 232,780 | +100.0% | 0.62% | – |
| SPNC | New | SPECTRANETICS CORP | $20,578,000 | – | 592,000 | +100.0% | 0.59% | – |
| QLIK | Buy | QLIK TECHNOLOGIES | $20,390,000 | +7.9% | 655,000 | +7.1% | 0.58% | +5.8% |
| PLOW | Sell | DOUGLAS DYNAMICS | $20,199,000 | +6.5% | 884,359 | -0.0% | 0.58% | +4.3% |
| FRAN | Sell | FRANCESCA'S HOLDINGS | $19,712,000 | -29.6% | 1,107,397 | -34.0% | 0.56% | -31.0% |
| MOD | Buy | MODINE MANUFACTURING | $19,270,000 | +11.0% | 1,430,584 | +12.1% | 0.55% | +8.7% |
| AWAY | Buy | HOMEAWAY INC | $19,043,000 | +13.8% | 631,187 | +12.3% | 0.54% | +11.5% |
| PFPT | Buy | PROOFPOINT | $18,871,000 | +63.3% | 318,652 | +33.0% | 0.54% | +60.2% |
| CHDN | Sell | CHURCHILL DOWNS INC | $18,406,000 | -28.9% | 160,090 | -41.1% | 0.53% | -30.3% |
| CYNO | Buy | CYNOSURE | $18,172,000 | +55.4% | 592,508 | +38.9% | 0.52% | +52.5% |
| MSCC | Buy | MICROSEMI | $18,058,000 | +30.9% | 510,100 | +5.0% | 0.52% | +28.3% |
| SWM | Sell | SCHWEITZER MAUDUIT INT'L | $17,927,000 | -27.1% | 388,706 | -33.1% | 0.51% | -28.5% |
| XLRN | Buy | ACCELERON PHARMA | $17,880,000 | +50.0% | 469,776 | +53.5% | 0.51% | +47.1% |
| IMPV | Buy | IMPERVA | $17,664,000 | -8.6% | 413,680 | +5.8% | 0.50% | -10.5% |
| PRO | Buy | PROS HOLDING | $17,225,000 | +0.3% | 697,100 | +11.5% | 0.49% | -1.6% |
| INVN | Buy | INVENSENSE INC | $16,554,000 | +1.1% | 1,088,385 | +8.1% | 0.47% | -0.8% |
| DECK | Sell | DECKERS OUTDOOR | $16,545,000 | -51.9% | 227,049 | -39.9% | 0.47% | -52.9% |
| HIBB | Sell | HIBBETT SPORTS | $16,483,000 | -8.2% | 335,985 | -9.4% | 0.47% | -9.9% |
| GRUB | New | GRUBHUB | $16,324,000 | – | 359,642 | +100.0% | 0.47% | – |
| SMG | Sell | SCOTTS MIRACLE-GRO | $16,181,000 | -11.3% | 240,900 | -17.7% | 0.46% | -13.0% |
| TYL | Buy | TYLER TECHNOLOGIES | $15,988,000 | +13.3% | 132,650 | +2.9% | 0.46% | +11.2% |
| ARUN | Sell | ARUBA NETWORKS | $15,931,000 | -37.3% | 650,500 | -53.4% | 0.46% | -38.5% |
| TIVO | Sell | TIVO INC | $15,503,000 | -37.0% | 1,461,170 | -29.6% | 0.44% | -38.2% |
| CLH | Buy | CLEAN HARBORS | $15,155,000 | +45.7% | 266,900 | +23.3% | 0.43% | +42.8% |
| BRCD | Buy | BROCADE COMMUNICATIONS | $15,058,000 | +5.1% | 1,269,100 | +4.8% | 0.43% | +3.1% |
| TYPE | Sell | MONOTYPE IMAGING | $15,037,000 | -44.1% | 460,704 | -50.6% | 0.43% | -45.2% |
| TWOU | New | 2U, INC | $14,756,000 | – | 576,862 | +100.0% | 0.42% | – |
| SFE | Sell | SAFEGUARD SCIENTIFICS | $14,661,000 | -9.1% | 810,880 | -0.4% | 0.42% | -10.8% |
| CNMD | New | CONMED CORP | $14,650,000 | – | 290,164 | +100.0% | 0.42% | – |
| LOPE | Sell | GRAND CANYON EDUCATION | $14,319,000 | -33.4% | 330,700 | -28.3% | 0.41% | -34.7% |
| MPWR | Sell | MONOLITHIC POWER | $14,333,000 | -5.6% | 272,236 | -10.8% | 0.41% | -7.4% |
| OPB | New | OPUS BANK | $14,302,000 | – | 463,135 | +100.0% | 0.41% | – |
| MINI | Sell | MOBILE MINI | $14,139,000 | -2.9% | 331,600 | -7.7% | 0.40% | -4.7% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $14,128,000 | +161.0% | 493,306 | +138.0% | 0.40% | +155.7% |
| SNCR | Buy | SYNCHRONOSS TECHNOLOGIES INC | $14,043,000 | +48.4% | 295,900 | +30.9% | 0.40% | +45.7% |
| FIX | Buy | COMFORT SYSTEMS | $13,722,000 | +75.7% | 652,180 | +43.0% | 0.39% | +72.4% |
| VASC | Sell | VASCULAR SOLUTIONS | $13,715,000 | +8.1% | 452,354 | -3.2% | 0.39% | +5.9% |
| CGIPQ | Buy | CELADON GROUP | $13,175,000 | +61.5% | 484,024 | +34.6% | 0.38% | +58.4% |
| HZO | Sell | MARINEMAX INC | $13,158,000 | +14.2% | 496,341 | -13.6% | 0.38% | +12.2% |
| RMTI | Buy | ROCKWELL MEDICAL | $13,137,000 | +6.5% | 1,201,945 | +0.1% | 0.38% | +4.4% |
| ZFGN | Buy | ZAFGEN INC | $12,981,000 | +289.2% | 327,727 | +203.1% | 0.37% | +282.5% |
| EXAS | Buy | EXACT SCIENCES | $12,730,000 | +5.6% | 578,110 | +31.6% | 0.36% | +3.4% |
| UAA | Sell | UNDER ARMOUR | $12,708,000 | -45.2% | 157,372 | -53.9% | 0.36% | -46.2% |
| EXPO | Sell | EXPONENT | $12,674,000 | -24.6% | 142,567 | -30.0% | 0.36% | -26.1% |
| IPGP | Sell | IPG PHOTONICS | $12,642,000 | +0.8% | 136,373 | -18.6% | 0.36% | -1.1% |
| EIGI | Buy | ENDURANCE INTERNATIONAL GROUP | $12,651,000 | +80.3% | 663,734 | +74.4% | 0.36% | +76.6% |
| LNKD | LINKEDIN CORP | $12,459,000 | +8.8% | 49,862 | 0.0% | 0.36% | +6.9% | |
| CAB | Sell | CABELA'S | $12,426,000 | -19.6% | 221,975 | -24.3% | 0.36% | -21.1% |
| EPAM | Sell | EPAM SYSTEMS | $12,368,000 | -2.6% | 201,800 | -24.1% | 0.35% | -4.6% |
| RENT | Buy | RENTRAK CORP | $12,327,000 | +212.8% | 221,877 | +309.9% | 0.35% | +207.0% |
| ELY | Sell | CALLAWAY GOLF | $12,189,000 | -31.8% | 1,279,000 | -44.9% | 0.35% | -33.1% |
| BSFT | Buy | BROADSOFT | $12,177,000 | +135.2% | 363,923 | +104.0% | 0.35% | +130.5% |
| ALLT | Buy | ALLOT COMMUNICATIONS | $11,957,000 | +6.4% | 1,360,300 | +11.1% | 0.34% | +4.3% |
| WNC | New | WABASH NATL | $11,769,000 | – | 834,700 | +100.0% | 0.34% | – |
| KWR | Buy | QUAKER CHEMICAL CORP | $11,721,000 | -6.2% | 136,860 | +0.8% | 0.34% | -8.2% |
| IPHI | Buy | INPHI | $11,368,000 | +73.5% | 637,551 | +79.8% | 0.32% | +70.2% |
| ADS | Buy | ALLIANCE DATA SYSTEMS | $11,361,000 | +8.7% | 38,350 | +4.9% | 0.32% | +6.6% |
| KNX | KNIGHT TRANS | $11,206,000 | -4.2% | 347,480 | 0.0% | 0.32% | -5.9% | |
| HA | New | HAWAIIAN HOLDINGS | $11,035,000 | – | 501,000 | +100.0% | 0.32% | – |
| EAT | Sell | BRINKER INTERNATIONAL | $11,053,000 | -52.5% | 179,555 | -54.7% | 0.32% | -53.5% |
| LFUS | LITTELFUSE | $10,933,000 | +2.8% | 110,000 | 0.0% | 0.31% | +1.0% | |
| IIVI | Buy | II-VI | $10,896,000 | +48.3% | 590,266 | +9.7% | 0.31% | +45.8% |
| ELOS | Buy | SYNERON MEDICAL LTD | $10,817,000 | +33.1% | 873,723 | +0.3% | 0.31% | +30.8% |
| PSMT | Sell | PRICESMART | $10,773,000 | -48.8% | 126,770 | -45.1% | 0.31% | -49.8% |
| ATRC | Buy | ATRICURE | $10,759,000 | +46.7% | 525,104 | +42.9% | 0.31% | +43.9% |
| LGND | New | LIGAND PHARMACEUTICALS | $10,587,000 | – | 137,300 | +100.0% | 0.30% | – |
| ASNA | Sell | ASCENA RETAIL GROUP | $10,539,000 | -36.2% | 726,300 | -44.8% | 0.30% | -37.3% |
| CUTR | Buy | CUTERA | $10,485,000 | +32.5% | 811,554 | +9.5% | 0.30% | +29.9% |
| AZPN | Sell | ASPEN TECHNOLOGY INC | $10,240,000 | +9.2% | 266,035 | -0.6% | 0.29% | +6.9% |
| BDBD | Sell | BOULDER BRANDS | $10,248,000 | -38.0% | 1,075,350 | -28.1% | 0.29% | -39.3% |
| FRGI | Sell | FIESTA RESTAURANT GROUP | $10,187,000 | -19.0% | 167,000 | -19.3% | 0.29% | -20.4% |
| ACTA | Buy | ACTUA CORP | $9,938,000 | -13.0% | 641,563 | +3.7% | 0.28% | -14.7% |
| FEIC | Buy | FEI COMPANY | $9,850,000 | -0.7% | 129,022 | +17.5% | 0.28% | -2.8% |
| APOG | New | APOGEE ENTERPRISES | $9,638,000 | – | 223,100 | +100.0% | 0.28% | – |
| PRGS | PROGRESS SFTWR | $9,645,000 | +0.6% | 355,000 | 0.0% | 0.28% | -1.4% | |
| HBIO | Sell | HARVARD BIOSCIENCE | $9,467,000 | +1.7% | 1,626,636 | -1.0% | 0.27% | -0.4% |
| JBLU | JETBLUE AIRWAYS | $9,433,000 | +21.4% | 490,000 | 0.0% | 0.27% | +18.9% | |
| RUSHA | Buy | RUSH ENTERPRISES | $9,384,000 | +536.6% | 342,991 | +645.6% | 0.27% | +525.6% |
| DRRX | Buy | DURECT CORP | $9,298,000 | +145.5% | 4,867,935 | +1.5% | 0.27% | +139.6% |
| CECE | Sell | CECO ENVIRONMENTAL | $9,267,000 | -39.2% | 873,445 | -10.9% | 0.26% | -40.4% |
| BC | Sell | BRUNSWICK CORP | $9,007,000 | -2.0% | 175,060 | -2.4% | 0.26% | -3.7% |
| BYD | New | BOYD GAMING INC | $8,989,000 | – | 633,000 | +100.0% | 0.26% | – |
| TITN | Sell | TITAN MACHINERY | $8,688,000 | -5.0% | 650,782 | -0.8% | 0.25% | -6.7% |
| FLTX | New | FLEETMATICS | $8,387,000 | – | 187,000 | +100.0% | 0.24% | – |
| LAD | New | LITHIA MOTORS | $8,211,000 | – | 82,600 | +100.0% | 0.24% | – |
| KONAQ | Buy | KONA GRILL | $8,057,000 | +68.1% | 283,490 | +36.6% | 0.23% | +65.0% |
| CVT | New | CVENT | $8,002,000 | – | 285,385 | +100.0% | 0.23% | – |
| CNK | Sell | CINEMARK HOLDINGS | $7,980,000 | -11.5% | 177,060 | -30.1% | 0.23% | -13.3% |
| PRLB | New | PROTO LABS | $7,637,000 | – | 109,098 | +100.0% | 0.22% | – |
| THRM | Sell | GENTHERM | $7,607,000 | -16.3% | 150,610 | -39.3% | 0.22% | -17.7% |
| NGVC | Sell | NATURAL GROCERS BY VITAMIN COT | $7,601,000 | -45.9% | 275,300 | -44.8% | 0.22% | -46.8% |
| YDLE | New | YODLEE INC | $7,495,000 | – | 556,831 | +100.0% | 0.21% | – |
| SAGE | New | SAGE THERAPEUTICS | $7,492,000 | – | 149,156 | +100.0% | 0.21% | – |
| SODA | Buy | SODASTREAM INTERNATIONAL | $7,461,000 | +0.8% | 368,252 | +0.1% | 0.21% | -0.9% |
| ECHO | Buy | ECHO GLOBAL LOGISTICS | $7,306,000 | +131.6% | 268,000 | +148.1% | 0.21% | +127.2% |
| OSIS | Buy | OSI SYSTEMS | $7,306,000 | +5.7% | 98,379 | +0.7% | 0.21% | +3.5% |
| SHOR | Buy | SHORETEL INC | $7,270,000 | -6.2% | 1,065,915 | +1.1% | 0.21% | -8.0% |
| POWI | Sell | POWER INTEGRATIONS | $7,223,000 | +0.0% | 138,681 | -0.6% | 0.21% | -1.9% |
| TXTR | Buy | TEXTURA CORP | $7,055,000 | +110.7% | 259,555 | +120.7% | 0.20% | +106.1% |
| BJRI | Sell | BJ'S RESTAURANTS | $6,771,000 | -58.3% | 134,205 | -58.5% | 0.19% | -59.1% |
| CEVA | Buy | CEVA | $6,670,000 | +20.2% | 312,863 | +2.2% | 0.19% | +17.9% |
| PRIM | New | PRIMORIS SERVICES | $6,596,000 | – | 383,700 | +100.0% | 0.19% | – |
| PTCT | Sell | PTC THERAPEUTICS | $6,389,000 | -85.8% | 105,000 | -87.9% | 0.18% | -86.1% |
| AIN | New | ALBANY INT'L | $6,221,000 | – | 156,508 | +100.0% | 0.18% | – |
| CRCM | Sell | CARE.COM INC | $6,146,000 | -17.6% | 810,814 | -10.0% | 0.18% | -19.3% |
| LMAT | Buy | LEMAITRE VASCULAR | $6,067,000 | +11.1% | 723,992 | +1.4% | 0.17% | +9.4% |
| FARO | New | FARO TECHNOLOGIES | $6,089,000 | – | 98,000 | +100.0% | 0.17% | – |
| SKUL | New | SKULL CANDY INC | $6,046,000 | – | 535,000 | +100.0% | 0.17% | – |
| TINY | Sell | HARRIS & HARRIS | $5,942,000 | +2.2% | 1,929,116 | -2.2% | 0.17% | 0.0% |
| ACRX | Sell | ACELRX PHARMACEUTICALS | $5,897,000 | -43.2% | 1,527,837 | -0.9% | 0.17% | -44.2% |
| NEO | Sell | NEOGENOMICS | $5,721,000 | +8.1% | 1,224,979 | -3.5% | 0.16% | +6.5% |
| BDE | Sell | BLACK DIAMOND | $5,625,000 | -47.4% | 595,271 | -51.3% | 0.16% | -48.4% |
| ADPTQ | New | ADEPTUS HEALTH | $5,617,000 | – | 111,840 | +100.0% | 0.16% | – |
| RTEC | Buy | RUDOLPH TECH | $5,235,000 | +8.6% | 475,035 | +0.8% | 0.15% | +6.4% |
| NMBL | Buy | NIMBLE STORAGE | $4,880,000 | +65.1% | 218,734 | +103.5% | 0.14% | +62.8% |
| OVAS | New | OVASCIENCE INC | $4,907,000 | – | 141,300 | +100.0% | 0.14% | – |
| UPLD | Sell | UPLAND SOFTWARE | $4,808,000 | -29.5% | 685,923 | -3.9% | 0.14% | -30.7% |
| OXM | Sell | OXFORD INDUSTRIES | $4,829,000 | -31.7% | 64,000 | -50.0% | 0.14% | -33.0% |
| KAR | Sell | KAR AUCTION SERVICES | $4,672,000 | -36.2% | 123,165 | -41.7% | 0.13% | -37.4% |
| ZOES | New | ZOES KITCHEN | $4,614,000 | – | 138,600 | +100.0% | 0.13% | – |
| GTTN | Sell | GTT COMMUNICATION | $4,580,000 | +42.1% | 242,600 | -0.5% | 0.13% | +39.4% |
| GCA | Sell | GLOBAL CASH ACCESS | $4,396,000 | -36.1% | 576,949 | -40.0% | 0.13% | -37.3% |
| SKX | Sell | SKECHERS USA | $4,412,000 | -24.2% | 61,350 | -41.7% | 0.13% | -25.9% |
| SPNV | Buy | SUPERIOR ENERGY | $4,336,000 | +371.3% | 194,079 | +324.9% | 0.12% | +359.3% |
| STAA | Sell | STAAR SURGICAL | $4,316,000 | -36.0% | 580,838 | -21.6% | 0.12% | -37.1% |
| PSEM | Sell | PERICOM SEMICONDUCTOR | $4,113,000 | -7.5% | 265,899 | -19.0% | 0.12% | -9.2% |
| SNECQ | New | SANCHEZ ENERGY | $4,086,000 | – | 314,064 | +100.0% | 0.12% | – |
| ENSV | Buy | ENSERVCO | $3,922,000 | +8.7% | 2,241,291 | +0.0% | 0.11% | +6.7% |
| SOHO | Sell | SOTHERLY HOTELS | $3,844,000 | -2.0% | 505,140 | -3.5% | 0.11% | -4.3% |
| LNDC | Sell | LANDEC | $3,778,000 | -24.2% | 270,825 | -25.0% | 0.11% | -26.0% |
| IMGN | Buy | IMMUNOGEN | $3,750,000 | +48.6% | 419,000 | +1.3% | 0.11% | +44.6% |
| IRWD | New | IRONWOOD PHARMACEUTICALS | $3,693,000 | – | 230,800 | +100.0% | 0.11% | – |
| AKRXQ | New | AKORN | $3,597,000 | – | 75,700 | +100.0% | 0.10% | – |
| CVGW | Sell | CALAVO GROWERS | $3,555,000 | +0.7% | 69,133 | -7.4% | 0.10% | -1.0% |
| PSGLQ | New | PERFORMANCE SPORTS GROUP | $3,413,000 | – | 175,000 | +100.0% | 0.10% | – |
| TSLA | TESLA MOTORS | $3,386,000 | -15.1% | 17,939 | 0.0% | 0.10% | -16.4% | |
| RES | RPC INC | $3,359,000 | -1.8% | 262,250 | 0.0% | 0.10% | -4.0% | |
| RVBD | Sell | RIVERBED TECHNOLOGY | $3,346,000 | -84.5% | 160,000 | -84.9% | 0.10% | -84.8% |
| SRPT | Sell | SAREPTA THERAPEUTICS | $3,265,000 | -63.9% | 245,866 | -60.6% | 0.09% | -64.8% |
| INWK | Sell | INNER WORKINGS INC | $3,189,000 | -45.7% | 474,614 | -37.1% | 0.09% | -47.1% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $3,195,000 | +3.3% | 716,383 | +11.2% | 0.09% | +1.1% |
| MXPT | New | MAXPOINT INTERACTIVE | $3,106,000 | – | 324,200 | +100.0% | 0.09% | – |
| ENV | ENVESTNET, INC | $3,050,000 | +14.1% | 54,382 | 0.0% | 0.09% | +11.5% | |
| LAWS | New | LAWSON PRODUCTS | $2,996,000 | – | 129,100 | +100.0% | 0.09% | – |
| MMYT | New | MAKEMYTRIP LTD | $2,798,000 | – | 127,400 | +100.0% | 0.08% | – |
| MNTX | Buy | MANITEX INTERNATIONAL | $2,720,000 | +7.9% | 279,591 | +40.9% | 0.08% | +5.4% |
| LJPC | Sell | LA JOLLA PHARMACEUTICAL | $2,592,000 | -27.8% | 141,647 | -27.2% | 0.07% | -29.5% |
| HDSN | New | HUDSON TECHNOLOGIES | $2,561,000 | – | 614,168 | +100.0% | 0.07% | – |
| JMBA | New | JAMBA INC | $2,529,000 | – | 171,900 | +100.0% | 0.07% | – |
| PRTK | New | PARATEK PHARMACEUTICALS | $2,360,000 | – | 75,486 | +100.0% | 0.07% | – |
| DMRC | New | DIGIMARC | $2,343,000 | – | 106,763 | +100.0% | 0.07% | – |
| HPTX | New | HYPERION THERAPEUTICS | $2,267,000 | – | 49,400 | +100.0% | 0.06% | – |
| KEGXQ | Buy | KEY ENERGY SVCS | $2,214,000 | +138.1% | 1,216,460 | +118.5% | 0.06% | +133.3% |
| DFRG | Sell | DEL FRISCO'S | $2,087,000 | -57.6% | 103,550 | -50.0% | 0.06% | -58.3% |
| DSCI | Sell | DERMA SCIENCES | $2,096,000 | -31.6% | 247,520 | -24.8% | 0.06% | -32.6% |
| DKS | Sell | DICKS SPORTING GOODS | $1,869,000 | -88.0% | 32,800 | -89.6% | 0.05% | -88.4% |
| ANF | Sell | ABERCROMBIE & FITCH | $1,807,000 | -75.9% | 82,000 | -68.7% | 0.05% | -76.3% |
| BAS | BASIC ENERGY | $1,698,000 | -1.1% | 245,000 | 0.0% | 0.05% | -2.0% | |
| CERU | New | CERULEAN PHARMA | $1,727,000 | – | 191,705 | +100.0% | 0.05% | – |
| AGRX | New | AGILE THERAPEUTICS | $1,687,000 | – | 182,020 | +100.0% | 0.05% | – |
| SGMO | New | SANGAMO BIOSCIENCES | $1,496,000 | – | 95,400 | +100.0% | 0.04% | – |
| CSOD | Sell | CORNERSTONE ONDEMAND | $1,456,000 | -66.9% | 50,400 | -59.7% | 0.04% | -67.4% |
| BDSI | Sell | BIODELIVERY SCIENCE INT'L | $1,438,000 | -15.4% | 136,925 | -3.1% | 0.04% | -18.0% |
| SAUC | Sell | DIVERSIFIED RESTAURANT HOLDING | $1,304,000 | -36.2% | 310,365 | -21.6% | 0.04% | -38.3% |
| PRTA | PROTHENA CORP PLC | $1,293,000 | +83.7% | 33,894 | 0.0% | 0.04% | +76.2% | |
| SPA | Sell | SPARTON CORPORATION | $1,123,000 | -37.2% | 45,834 | -27.4% | 0.03% | -38.5% |
| HART | Sell | HARVARD APP REGEN TECH | $1,059,000 | -4.5% | 325,929 | -6.6% | 0.03% | -6.2% |
| AVEO | Buy | AVEO PHARMACEUTICALS | $993,000 | +74.8% | 684,651 | +1.2% | 0.03% | +64.7% |
| INFN | New | INFINERA CORP | $905,000 | – | 46,000 | +100.0% | 0.03% | – |
| ENZ | Sell | ENZO BIOCHEM | $786,000 | -35.7% | 266,488 | -3.3% | 0.02% | -38.9% |
| PTIE | Buy | PAIN THERAPEUTICS | $654,000 | -6.3% | 346,080 | +0.7% | 0.02% | -5.0% |
| NSPH | New | NANOSPHERE | $613,000 | – | 2,641,569 | +100.0% | 0.02% | – |
| DMND | New | DIAMOND FOODS | $460,000 | – | 14,127 | +100.0% | 0.01% | – |
| JRCCQ | Exit | JAMES RIVER COAL CO | $0 | – | -557,400 | -100.0% | 0.00% | – |
| ARCW | Exit | ARC GROUP WORLDWIDE | $0 | – | -33,447 | -100.0% | -0.01% | – |
| LQDT | Exit | LIQUIDITY SERVICES | $0 | – | -65,500 | -100.0% | -0.02% | – |
| NSPH | Exit | NANOSPHERE | $0 | – | -2,661,969 | -100.0% | -0.03% | – |
| ANRZQ | Exit | ALPHA NATURAL RESOURCES | $0 | – | -629,100 | -100.0% | -0.03% | – |
| ZEN | Exit | ZENDESK | $0 | – | -48,111 | -100.0% | -0.03% | – |
| ATW | Exit | ATWOOD OCEANICS | $0 | – | -44,600 | -100.0% | -0.04% | – |
| ZIXI | Exit | ZIX CORP | $0 | – | -392,098 | -100.0% | -0.04% | – |
| ZUMZ | Exit | ZUMIEZ INC | $0 | – | -54,514 | -100.0% | -0.06% | – |
| DGI | Exit | DIGITAL GLOBE | $0 | – | -70,300 | -100.0% | -0.06% | – |
| STNR | Exit | STEINER LEISURE LTD | $0 | – | -68,700 | -100.0% | -0.09% | – |
| MGRC | Exit | MCGRATH RENT | $0 | – | -113,477 | -100.0% | -0.12% | – |
| ZU | Exit | ZULILY INC | $0 | – | -209,502 | -100.0% | -0.14% | – |
| RLD | Exit | REALD INC | $0 | – | -423,500 | -100.0% | -0.15% | – |
| WBMD | Exit | WEB MD HEALTH CORP | $0 | – | -154,568 | -100.0% | -0.18% | – |
| UBNT | Exit | UBIQUITI NETWORKS | $0 | – | -214,500 | -100.0% | -0.19% | – |
| RNA | Exit | PROSENSA HOLDING | $0 | – | -359,760 | -100.0% | -0.20% | – |
| SSYS | Exit | STRATASYS LTD | $0 | – | -90,365 | -100.0% | -0.22% | – |
| ENTR | Exit | ENTROPIC COMMUNICATIONS | $0 | – | -3,607,003 | -100.0% | -0.27% | – |
| 2978PS | Exit | E2OPEN | $0 | – | -1,307,684 | -100.0% | -0.37% | – |
| PTRY | Exit | THE PANTRY | $0 | – | -431,000 | -100.0% | -0.47% | – |
| AUXL | Exit | AUXILIUM PHARMACEUTICALS | $0 | – | -812,380 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-10
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.