$2.91 Billion is the total value of Granahan Investment Management's 229 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 25.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | Buy | ABIOMED | $64,530,000 | +66.7% | 572,683 | +90.2% | 2.22% | +74.8% |
| TREE | Buy | LENDING TREE | $56,324,000 | +12.2% | 555,735 | +7.3% | 1.94% | +17.8% |
| BRKS | Buy | BROOKS AUTOMATION | $53,877,000 | +31.0% | 3,156,251 | +4.5% | 1.85% | +37.4% |
| IMAX | Buy | IMAX CORP | $50,798,000 | +13.1% | 1,617,764 | +4.4% | 1.74% | +18.7% |
| SPSC | Sell | SPS COMMERCE | $46,435,000 | -17.9% | 664,401 | -13.8% | 1.60% | -13.9% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $44,209,000 | -21.1% | 242,441 | -11.6% | 1.52% | -17.2% |
| ZLTQ | Sell | ZELTIQ | $44,002,000 | -9.2% | 1,011,078 | -18.2% | 1.51% | -4.7% |
| CSGP | Sell | COSTAR CORP | $41,212,000 | -20.4% | 218,643 | -8.6% | 1.42% | -16.5% |
| EXAS | Buy | EXACT SCIENCES | $41,063,000 | +16.3% | 3,073,600 | +61.6% | 1.41% | +22.1% |
| AMG | Sell | AFFILIATED MANAGERS GROUP | $40,700,000 | -12.4% | 280,112 | -12.8% | 1.40% | -8.1% |
| PI | Buy | IMPINJ | $37,413,000 | +561.5% | 1,058,658 | +600.4% | 1.28% | +594.6% |
| EEFT | Sell | EURONET | $37,250,000 | -12.1% | 514,288 | -0.7% | 1.28% | -7.7% |
| GIMO | Sell | GIGAMON INC | $37,240,000 | -29.1% | 817,563 | -14.7% | 1.28% | -25.6% |
| ROLL | Buy | RBC BEARINGS | $36,493,000 | +24.5% | 393,203 | +2.6% | 1.25% | +30.6% |
| CUBI | Buy | CUSTOMERS BANCORP INC | $36,211,000 | +131.2% | 1,010,922 | +62.4% | 1.24% | +142.5% |
| GWR | Buy | GENESEE & WYOMING | $35,133,000 | +7.7% | 506,173 | +7.0% | 1.21% | +13.0% |
| KAMN | Buy | KAMAN CORP | $34,242,000 | +15.7% | 699,818 | +3.8% | 1.18% | +21.4% |
| ALKS | Buy | ALKERMES | $33,743,000 | +18.3% | 607,100 | +0.1% | 1.16% | +24.1% |
| TWOU | Sell | 2U INC | $33,429,000 | -39.3% | 1,108,746 | -22.9% | 1.15% | -36.4% |
| AIN | Buy | ALBANY INT'L | $33,135,000 | +13.1% | 715,650 | +3.5% | 1.14% | +18.7% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $33,023,000 | +5.9% | 325,000 | +6.4% | 1.14% | +11.2% |
| OSIS | Buy | OSI SYSTEMS | $32,416,000 | +52.5% | 425,859 | +31.0% | 1.11% | +60.1% |
| BIO | BIO RAD LABS | $31,942,000 | +11.3% | 175,234 | 0.0% | 1.10% | +16.7% | |
| CYNO | Buy | CYNOSURE | $31,816,000 | +45.9% | 697,722 | +63.0% | 1.09% | +53.1% |
| EVH | Buy | EVOLENT HEALTH | $31,574,000 | -4.9% | 2,133,362 | +58.2% | 1.08% | -0.2% |
| WIX | Sell | WIX COM | $30,759,000 | -36.7% | 690,435 | -38.3% | 1.06% | -33.5% |
| RUSHA | Buy | RUSH ENTERPRISES | $30,543,000 | +35.9% | 957,447 | +4.3% | 1.05% | +42.5% |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES | $30,217,000 | +39.9% | 385,425 | -2.0% | 1.04% | +46.8% |
| WST | WEST PHARMA SVCS | $29,954,000 | +13.9% | 353,110 | 0.0% | 1.03% | +19.5% | |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $27,987,000 | +4.3% | 1,155,990 | +2.3% | 0.96% | +9.6% |
| INVN | Buy | INVENSENSE INC | $27,414,000 | +87.7% | 2,143,385 | +8.9% | 0.94% | +97.1% |
| KWR | Buy | QUAKER CHEMICAL CORP | $26,404,000 | +23.5% | 206,378 | +2.3% | 0.91% | +29.6% |
| TER | Sell | TERADYNE | $25,699,000 | +10.6% | 1,011,756 | -6.1% | 0.88% | +16.0% |
| VRTU | Buy | VIRTUSA CORP | $25,220,000 | +140.6% | 1,003,968 | +136.4% | 0.87% | +152.5% |
| TNC | Buy | TENNANT CO | $24,612,000 | +22.7% | 345,670 | +11.7% | 0.85% | +28.8% |
| MKTX | Sell | MARKETAXESS HOLDINGS | $24,483,000 | -11.7% | 166,640 | -0.5% | 0.84% | -7.4% |
| RHT | Sell | RED HAT INC | $23,871,000 | -15.1% | 342,476 | -1.6% | 0.82% | -11.0% |
| SMCI | Sell | SUPER MICRO COMPUTER | $23,710,000 | +16.3% | 845,276 | -3.1% | 0.82% | +22.2% |
| VG | Buy | VONAGE HOLDINGS | $23,538,000 | +7.3% | 3,436,200 | +3.5% | 0.81% | +12.7% |
| REN | New | RESOLUTE ENERGY | $23,083,000 | – | 560,400 | +100.0% | 0.79% | – |
| NKTR | Sell | NEKTAR | $22,286,000 | -34.9% | 1,816,305 | -8.9% | 0.77% | -31.7% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $21,937,000 | -9.5% | 536,345 | -4.3% | 0.75% | -4.9% |
| MSCC | Sell | MICROSEMI | $21,919,000 | +24.8% | 406,125 | -2.9% | 0.75% | +31.0% |
| IRWD | IRONWOOD PHARMACEUTICALS | $21,528,000 | -3.7% | 1,408,000 | 0.0% | 0.74% | +1.1% | |
| SLAB | Sell | SILICON LABORATORIES INC | $21,381,000 | +9.4% | 328,931 | -1.0% | 0.74% | +14.8% |
| HA | Sell | HAWAIIAN HOLDINGS | $21,368,000 | -18.7% | 374,871 | -30.6% | 0.73% | -14.7% |
| TASR | Sell | TASER INTL INC | $21,370,000 | -39.8% | 881,584 | -29.0% | 0.73% | -36.9% |
| INGN | Sell | INOGEN INC | $21,347,000 | +7.9% | 317,801 | -3.8% | 0.73% | +13.1% |
| QTS | Buy | QTS REALTY TRUST | $21,348,000 | +5.6% | 429,975 | +12.4% | 0.73% | +10.7% |
| FNSR | Sell | FINISAR | $21,317,000 | -3.6% | 704,244 | -5.1% | 0.73% | +1.1% |
| CNMD | Buy | CONMED CORP | $21,265,000 | +18.5% | 481,425 | +7.4% | 0.73% | +24.3% |
| LPSN | Sell | LIVEPERSON | $20,846,000 | -22.3% | 2,761,030 | -13.4% | 0.72% | -18.5% |
| PCRX | Sell | PACIRA PHARMACEUTICALS | $20,558,000 | -10.4% | 636,480 | -5.1% | 0.71% | -6.0% |
| NEO | Buy | NEOGENOMICS | $20,106,000 | +19.8% | 2,346,105 | +14.9% | 0.69% | +25.6% |
| STAG | Buy | STAG INDUSTRIAL | $19,920,000 | +1.2% | 834,502 | +3.9% | 0.68% | +6.2% |
| DXCM | Buy | DEXCOM INC | $19,785,000 | +4.9% | 331,400 | +54.1% | 0.68% | +10.2% |
| MOD | Sell | MODINE MANUFACTURING | $19,758,000 | +19.7% | 1,326,007 | -4.7% | 0.68% | +25.7% |
| WNS | Sell | WNS HOLDINGS LTD | $19,433,000 | -10.0% | 705,371 | -2.1% | 0.67% | -5.5% |
| CCOI | Buy | COGENT COMMUNICATIONS HOLDINGS | $19,355,000 | +13.3% | 468,089 | +0.8% | 0.66% | +18.8% |
| SNCR | Buy | SYNCHRONOSS TECHNOLOGIES INC | $19,169,000 | +4.1% | 500,500 | +12.0% | 0.66% | +9.3% |
| ACHC | Buy | ACADIA HEALTHCARE COMPANY | $19,056,000 | -9.4% | 575,700 | +35.6% | 0.66% | -4.9% |
| PRO | Sell | PROS HOLDING | $18,909,000 | -8.0% | 878,684 | -3.3% | 0.65% | -3.4% |
| POWI | Buy | POWER INTEGRATIONS | $18,427,000 | +13.2% | 271,582 | +5.2% | 0.63% | +18.8% |
| PRFT | Buy | PERFICIENT | $18,270,000 | -11.5% | 1,044,610 | +2.0% | 0.63% | -7.1% |
| MINI | Buy | MOBILE MINI | $18,052,000 | +12.3% | 596,745 | +12.1% | 0.62% | +17.9% |
| SUPN | Sell | SUPERNUS PHARMACEUTICALS | $17,968,000 | -10.0% | 711,599 | -11.8% | 0.62% | -5.7% |
| JRVR | Buy | JAMES RIVER GROUP | $17,748,000 | +51.0% | 427,150 | +31.5% | 0.61% | +58.4% |
| XLRN | Sell | ACCELERON PHARMA | $17,359,000 | -41.3% | 680,209 | -16.8% | 0.60% | -38.4% |
| SODA | Sell | SODASTREAM INTERNATIONAL | $16,831,000 | -14.1% | 426,429 | -42.2% | 0.58% | -9.8% |
| PLOW | Buy | DOUGLAS DYNAMICS | $16,723,000 | +18.9% | 496,973 | +12.9% | 0.58% | +25.0% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $16,617,000 | +32.5% | 496,025 | +5.3% | 0.57% | +38.9% |
| FANG | Buy | DIAMONDBACK ENERGY | $16,463,000 | +6.5% | 162,900 | +1.7% | 0.57% | +11.9% |
| CDNS | Sell | CADENCE DESIGN | $15,671,000 | -5.7% | 621,377 | -4.5% | 0.54% | -1.1% |
| WAGE | Sell | WAGEWORKS INC | $15,631,000 | -3.3% | 215,600 | -18.7% | 0.54% | +1.5% |
| CLB | Buy | CORE LABS | $15,629,000 | +14.0% | 130,200 | +6.6% | 0.54% | +19.6% |
| BRKR | BRUKER CORP | $15,549,000 | -6.5% | 734,150 | 0.0% | 0.53% | -1.8% | |
| QGEN | New | QIAGEN NV | $15,010,000 | – | 535,700 | +100.0% | 0.52% | – |
| PAYC | Sell | PAYCOM SOFTWARE | $14,726,000 | -19.7% | 323,722 | -11.5% | 0.51% | -15.8% |
| STMP | Buy | STAMPS.COM | $14,698,000 | +23.6% | 128,200 | +1.9% | 0.50% | +29.8% |
| SPNC | Sell | SPECTRANETICS CORP | $14,140,000 | -10.9% | 577,150 | -8.8% | 0.49% | -6.5% |
| RTEC | Buy | RUDOLPH TECH | $13,988,000 | +41.7% | 599,063 | +7.6% | 0.48% | +48.9% |
| TITN | Buy | TITAN MACHINERY | $13,936,000 | +50.9% | 956,516 | +7.7% | 0.48% | +58.6% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $13,887,000 | +7.8% | 1,032,524 | +3.9% | 0.48% | +13.0% |
| LFUS | Sell | LITTELFUSE | $13,766,000 | +13.4% | 90,700 | -3.7% | 0.47% | +19.1% |
| TYL | Buy | TYLER TECHNOLOGIES | $13,499,000 | -12.2% | 94,550 | +5.3% | 0.46% | -7.8% |
| KMT | KENNAMETAL | $13,516,000 | +7.7% | 432,373 | 0.0% | 0.46% | +12.9% | |
| NXST | Buy | NEXSTAR MEDIA GROUP | $13,350,000 | +18.8% | 210,900 | +8.3% | 0.46% | +24.7% |
| IONS | IONIS PHARMACEUTICALS | $13,101,000 | +30.5% | 273,900 | 0.0% | 0.45% | +36.8% | |
| CEVA | Buy | CEVA | $13,053,000 | -0.9% | 389,063 | +3.6% | 0.45% | +3.9% |
| BFAM | New | BRIGHT HORIZONS | $12,982,000 | – | 185,406 | +100.0% | 0.45% | – |
| SHOP | Sell | SHOPIFY INC | $12,899,000 | -25.3% | 300,884 | -25.2% | 0.44% | -21.7% |
| RDWR | Sell | RADWARE | $12,844,000 | -13.0% | 880,965 | -18.0% | 0.44% | -8.7% |
| MTN | Buy | VAIL RESORTS INC | $12,808,000 | +6.3% | 79,400 | +3.4% | 0.44% | +11.4% |
| PRAA | Sell | PRA GROUP | $12,812,000 | +1.9% | 327,671 | -10.0% | 0.44% | +6.8% |
| PTC | Sell | PTC INC | $12,737,000 | +0.0% | 275,276 | -4.2% | 0.44% | +5.0% |
| CALD | Buy | CALLIDUS SOFTWARE | $12,733,000 | +18.8% | 757,923 | +29.8% | 0.44% | +24.5% |
| VEEV | New | VEEVA SYSTEMS | $12,561,000 | – | 308,620 | +100.0% | 0.43% | – |
| LAD | Sell | LITHIA MOTORS | $12,588,000 | -3.3% | 130,000 | -4.6% | 0.43% | +1.4% |
| MPWR | Sell | MONOLITHIC POWER | $12,547,000 | -4.8% | 153,139 | -6.4% | 0.43% | 0.0% |
| PFPT | Sell | PROOFPOINT | $12,487,000 | -13.0% | 176,745 | -7.8% | 0.43% | -8.7% |
| APOG | Sell | APOGEE ENTERPRISES | $12,430,000 | +11.4% | 232,074 | -7.1% | 0.43% | +17.0% |
| PPBI | Sell | PACIFIC PREMIER BANCORP | $11,711,000 | +12.2% | 331,301 | -16.0% | 0.40% | +17.5% |
| BSFT | Sell | BROADSOFT | $11,679,000 | -13.6% | 283,123 | -2.5% | 0.40% | -9.5% |
| GWRE | Sell | GUIDEWIRE SOFTWARE | $11,465,000 | -29.2% | 232,422 | -13.9% | 0.39% | -25.7% |
| MB | Sell | MINDBODY | $11,361,000 | +2.0% | 533,369 | -5.9% | 0.39% | +6.8% |
| IPGP | Buy | IPG PHOTONICS | $11,330,000 | +23.9% | 114,779 | +3.3% | 0.39% | +29.7% |
| MYCC | Sell | CLUBCORP HOLDINGS | $10,969,000 | -2.2% | 764,400 | -1.4% | 0.38% | +2.7% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $10,868,000 | +1.3% | 1,906,734 | +8.2% | 0.37% | +6.3% |
| CYBR | Buy | CYBERARK SOFTWARE | $10,570,000 | +31.4% | 232,300 | +43.1% | 0.36% | +38.0% |
| RPD | Buy | RAPID7 | $10,366,000 | -29.0% | 851,800 | +3.0% | 0.36% | -25.5% |
| JBT | Sell | JOHN BEAN TECHNOLOGIES | $10,111,000 | -58.3% | 117,642 | -65.8% | 0.35% | -56.3% |
| HDSN | Sell | HUDSON TECHNOLOGIES | $10,034,000 | -7.1% | 1,252,636 | -22.9% | 0.34% | -2.5% |
| QLYS | Buy | QUALYS INC | $10,015,000 | -13.2% | 316,414 | +4.7% | 0.34% | -9.0% |
| PRGS | Sell | PROGRESS SFTWR | $9,927,000 | +11.0% | 310,900 | -5.5% | 0.34% | +16.4% |
| P | Sell | PANDORA | $9,567,000 | -31.3% | 733,650 | -24.5% | 0.33% | -27.9% |
| IMPV | Sell | IMPERVA | $9,212,000 | -32.9% | 239,900 | -6.2% | 0.32% | -29.8% |
| BWLD | Sell | BUFFALO WILD WINGS | $9,203,000 | -1.9% | 59,606 | -10.6% | 0.32% | +2.9% |
| BGCP | Buy | BGC PARTNERS INC | $9,076,000 | +26.3% | 887,200 | +8.0% | 0.31% | +32.8% |
| PDFS | New | PDF SOLUTIONS | $8,859,000 | – | 392,843 | +100.0% | 0.30% | – |
| IPHI | Sell | INPHI | $8,859,000 | +0.6% | 198,551 | -1.9% | 0.30% | +5.6% |
| ABCO | Sell | ADVISORY BOARD | $8,767,000 | -56.7% | 263,660 | -41.8% | 0.30% | -54.6% |
| EPAM | Buy | EPAM SYSTEMS | $8,574,000 | +11.2% | 133,319 | +19.9% | 0.30% | +17.1% |
| CASH | New | META FINANCIAL | $8,352,000 | – | 81,170 | +100.0% | 0.29% | – |
| AMBR | Buy | AMBER ROAD | $8,011,000 | +186.0% | 882,260 | +203.9% | 0.28% | +198.9% |
| LAWS | Buy | LAWSON PRODUCTS | $7,751,000 | +67.9% | 325,683 | +25.1% | 0.27% | +76.2% |
| LOPE | New | GRAND CANYON EDUCATION | $7,739,000 | – | 132,399 | +100.0% | 0.27% | – |
| NMBL | Buy | NIMBLE STORAGE | $7,670,000 | +42.2% | 968,384 | +58.5% | 0.26% | +49.2% |
| TWLO | New | TWILIO | $7,694,000 | – | 266,700 | +100.0% | 0.26% | – |
| JBLU | JETBLUE AIRWAYS | $7,623,000 | +30.0% | 340,000 | 0.0% | 0.26% | +36.5% | |
| ECHO | Buy | ECHO GLOBAL LOGISTICS | $7,247,000 | +14.3% | 289,300 | +5.2% | 0.25% | +19.7% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $7,236,000 | +62.6% | 251,000 | +46.8% | 0.25% | +70.5% |
| KONAQ | Buy | KONA GRILL | $7,178,000 | +6.0% | 571,951 | +6.1% | 0.25% | +11.3% |
| PRTK | Buy | PARATEK PHARMACEUTICALS | $7,011,000 | +27.3% | 455,230 | +7.6% | 0.24% | +33.9% |
| CVGW | Buy | CALAVO GROWERS | $6,958,000 | -1.9% | 113,330 | +4.6% | 0.24% | +3.0% |
| MLM | Sell | MARTIN MARIETTA MATERIALS | $6,624,000 | +6.0% | 29,900 | -14.3% | 0.23% | +11.2% |
| TYPE | Sell | MONOTYPE IMAGING | $6,513,000 | -12.8% | 328,090 | -2.8% | 0.22% | -8.2% |
| FCB | Sell | FCB FINANCIAL HOLDINGS | $6,459,000 | +0.9% | 135,400 | -18.7% | 0.22% | +5.7% |
| ZEN | Sell | ZENDESK | $6,084,000 | -76.1% | 287,000 | -65.3% | 0.21% | -74.9% |
| DSCI | Buy | DERMA SCIENCES | $5,975,000 | +24.3% | 1,148,970 | +11.7% | 0.20% | +30.6% |
| CRCM | Buy | CARE.COM INC | $5,929,000 | -8.1% | 691,795 | +6.8% | 0.20% | -3.3% |
| HUBS | Buy | HUBSPOT | $5,724,000 | +109.4% | 121,779 | +156.8% | 0.20% | +121.3% |
| OZRK | Sell | BANK OF THE OZARKS | $5,622,000 | -46.6% | 106,900 | -61.0% | 0.19% | -44.1% |
| IVC | New | INVACARE | $5,523,000 | – | 423,250 | +100.0% | 0.19% | – |
| CUTR | Buy | CUTERA | $5,451,000 | +47.3% | 314,163 | +1.2% | 0.19% | +54.5% |
| KNX | KNIGHT TRANS | $5,347,000 | +15.2% | 161,780 | 0.0% | 0.18% | +21.1% | |
| ENSG | New | ENSIGN GROUP | $5,202,000 | – | 234,230 | +100.0% | 0.18% | – |
| CGNX | Buy | COGNEX CORPORATION | $5,110,000 | +63.3% | 80,327 | +35.7% | 0.18% | +72.5% |
| GTTN | Buy | GTT COMMUNICATION | $5,066,000 | +23.0% | 176,206 | +0.7% | 0.17% | +28.9% |
| OPB | Sell | OPUS BANK | $4,758,000 | -77.8% | 158,331 | -73.9% | 0.16% | -76.8% |
| SHOR | Buy | SHORETEL INC | $4,677,000 | -3.5% | 654,140 | +8.0% | 0.16% | +1.3% |
| PRLB | Sell | PROTO LABS | $4,696,000 | -31.3% | 91,450 | -19.8% | 0.16% | -28.1% |
| HBIO | Buy | HARVARD BIOSCIENCE | $4,690,000 | +30.5% | 1,537,815 | +16.4% | 0.16% | +36.4% |
| APTI | Buy | APPTIO INC | $4,647,000 | +149.8% | 250,800 | +192.6% | 0.16% | +162.3% |
| FRPT | Sell | FRESHPET INC | $4,628,000 | -24.0% | 455,932 | -35.3% | 0.16% | -20.1% |
| ADS | ALLIANCE DATA SYSTEMS | $4,239,000 | +6.5% | 18,550 | 0.0% | 0.15% | +12.3% | |
| INWK | Buy | INNER WORKINGS INC | $4,206,000 | +63.7% | 426,968 | +56.5% | 0.14% | +71.4% |
| LQDT | Buy | LIQUIDITY SERVICES | $3,948,000 | -9.0% | 404,880 | +4.9% | 0.14% | -4.2% |
| SOHO | Buy | SOTHERLY HOTELS | $3,669,000 | +62.4% | 540,370 | +26.3% | 0.13% | +70.3% |
| ELLI | Sell | ELLIE MAE | $3,606,000 | -85.4% | 43,091 | -81.7% | 0.12% | -84.7% |
| VASC | Sell | VASCULAR SOLUTIONS | $3,515,000 | -20.1% | 62,651 | -31.4% | 0.12% | -16.0% |
| INST | Sell | INSTRUCTURE | $3,459,000 | -44.8% | 176,910 | -28.4% | 0.12% | -42.0% |
| EBIX | Sell | EBIX | $3,227,000 | -81.0% | 56,571 | -81.1% | 0.11% | -80.1% |
| ESPR | ESPERION THERAPEUTICS | $3,105,000 | -9.6% | 248,030 | 0.0% | 0.11% | -4.5% | |
| KNSL | New | KINSALE CAPITAL GROUP | $3,006,000 | – | 88,390 | +100.0% | 0.10% | – |
| KRNT | Buy | KORNIT DIGITAL | $2,974,000 | +36.0% | 235,100 | +0.9% | 0.10% | +41.7% |
| TRUP | Buy | TRUPANION | $2,553,000 | -7.5% | 164,500 | +0.7% | 0.09% | -2.2% |
| BYD | Sell | BOYD GAMING INC | $2,476,000 | -85.7% | 122,760 | -85.9% | 0.08% | -85.0% |
| ZAGG | Buy | ZAGG INC | $2,263,000 | +20.6% | 318,700 | +37.6% | 0.08% | +27.9% |
| VIVE | Buy | VIVEVE MEDICAL INC | $1,891,000 | -9.9% | 367,130 | +26.3% | 0.06% | -5.8% |
| SAVE | SPIRIT AIRLINES INC | $1,892,000 | +36.0% | 32,700 | 0.0% | 0.06% | +41.3% | |
| TRVG | New | TRIVAGO N.V. Sponsored ADR Cla | $1,871,000 | – | 159,200 | +100.0% | 0.06% | – |
| DMRC | Sell | DIGIMARC | $1,802,000 | -78.7% | 60,065 | -72.8% | 0.06% | -77.6% |
| ACRX | Sell | ACELRX PHARMACEUTICALS | $1,594,000 | -71.9% | 613,231 | -57.9% | 0.06% | -70.3% |
| MNTX | Buy | MANITEX INTERNATIONAL | $1,565,000 | +56.3% | 228,111 | +25.6% | 0.05% | +63.6% |
| NTNX | Buy | NUTANIX | $1,556,000 | +110.3% | 58,600 | +193.0% | 0.05% | +120.8% |
| EXPE | New | EXPEDIA | $1,473,000 | – | 13,000 | +100.0% | 0.05% | – |
| ENSV | Buy | ENSERVCO | $1,105,000 | -4.2% | 1,972,817 | +0.0% | 0.04% | 0.0% |
| FLGT | New | FULGENT GENETICS | $889,000 | – | 76,800 | +100.0% | 0.03% | – |
| INFN | Sell | INFINERA CORP | $872,000 | -9.5% | 102,700 | -3.7% | 0.03% | -6.2% |
| ACIA | Buy | ACACIA COMMUNICATIONS | $778,000 | -39.3% | 12,600 | +1.6% | 0.03% | -35.7% |
| SGMO | New | SANGAMO BIOSCIENCES | $727,000 | – | 238,351 | +100.0% | 0.02% | – |
| RRR | Sell | RED ROCK RESORTS | $689,000 | -73.4% | 29,700 | -73.0% | 0.02% | -71.8% |
| AGRX | Sell | AGILE THERAPEUTICS | $566,000 | -78.2% | 99,225 | -73.3% | 0.02% | -77.6% |
| IVZ | Buy | INVESCO LTD SHS | $452,000 | +9.4% | 14,906 | +12.7% | 0.02% | +14.3% |
| Buy | OM ASSET MANAGEMENT PLC | $414,000 | +30.2% | 28,560 | +24.9% | 0.01% | +40.0% | |
| MDT | Buy | MEDTRONIC PLC SHS | $393,000 | -1.5% | 5,520 | +19.5% | 0.01% | +7.7% |
| NVO | Buy | NOVO-NORDISK A S ADR | $366,000 | +2.8% | 10,214 | +19.3% | 0.01% | +8.3% |
| ELUXY | New | ELECTROLUX AB SPONSORRED ADR C | $387,000 | – | 7,785 | +100.0% | 0.01% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REG | $375,000 | +19.4% | 12,253 | +15.4% | 0.01% | +30.0% |
| SAP | Buy | SAP SE SPON ADR | $386,000 | +6.3% | 4,469 | +12.7% | 0.01% | +8.3% |
| SSREY | Buy | SWISS RE LTD SPONSORED ADR | $369,000 | +19.0% | 15,527 | +13.6% | 0.01% | +30.0% |
| KT | Buy | KT CORP SPONSORED ADR | $346,000 | -0.3% | 24,526 | +13.4% | 0.01% | +9.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSOR | $356,000 | -4.6% | 4,053 | +14.8% | 0.01% | 0.0% |
| PCRFY | Buy | PANASONIC CORP ADR | $340,000 | +19.3% | 33,509 | +17.4% | 0.01% | +33.3% |
| TINY | Sell | HARRIS & HARRIS | $358,000 | -78.0% | 259,437 | -77.9% | 0.01% | -77.4% |
| AGN | Buy | ALLERGAN PLC SHS | $352,000 | +15.0% | 1,678 | +26.2% | 0.01% | +20.0% |
| RYAAY | Buy | RYANAIR HLDGS PLC SPONSORED AD | $355,000 | +38.1% | 4,265 | +24.5% | 0.01% | +50.0% |
| RHHBY | Buy | ROCHE HLDG LTD SPONSORED ADR | $357,000 | +13.3% | 12,519 | +23.1% | 0.01% | +20.0% |
| ING | Buy | ING GROEP N V SPONSORED ADR | $350,000 | +37.3% | 24,818 | +20.3% | 0.01% | +50.0% |
| ISIL | Sell | INTERSIL | $348,000 | -98.6% | 15,600 | -98.6% | 0.01% | -98.5% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY | $327,000 | +30.8% | 2,911 | +27.8% | 0.01% | +37.5% |
| TTE | Buy | TOTAL S A SPONSORED ADR | $320,000 | +26.5% | 6,269 | +18.1% | 0.01% | +37.5% |
| PUK | Buy | PRUDENTIAL PLC ADR | $309,000 | +32.6% | 7,776 | +19.3% | 0.01% | +37.5% |
| SONY | Buy | SONY CORP ADR NEW | $312,000 | +3.0% | 11,143 | +22.0% | 0.01% | +10.0% |
| DANOY | Buy | DANONE SPONSORED ADR | $321,000 | -2.4% | 25,480 | +14.8% | 0.01% | 0.0% |
| ALV | New | AUTOLIV INC COM | $313,000 | – | 2,769 | +100.0% | 0.01% | – |
| LRLCY | Buy | L OREAL CO ADR | $303,000 | +20.7% | 8,313 | +25.1% | 0.01% | +25.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V COM | $305,000 | -1.9% | 3,109 | +1.8% | 0.01% | 0.0% |
| SLB | SCHLUMBERGER LTD COM | $277,000 | +6.5% | 3,300 | 0.0% | 0.01% | +11.1% | |
| MUFG | New | MITSUBISHI UFJ FINANCIAL GROUP | $278,000 | – | 45,068 | +100.0% | 0.01% | – |
| HENKY | New | Henkel AG & Co KGaA Sponsored | $253,000 | – | 2,413 | +100.0% | 0.01% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTARI | $255,000 | – | 37,720 | +100.0% | 0.01% | – |
| KCRPY | New | KAO CORP SPONSORED ADR | $262,000 | – | 5,523 | +100.0% | 0.01% | – |
| WPP | Buy | WPP PLC NEW ADR | $260,000 | +13.5% | 2,354 | +21.2% | 0.01% | +28.6% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADR | $269,000 | +28.1% | 6,987 | +11.3% | 0.01% | +28.6% |
| TTNDY | Buy | TECHTRONIC INDS LTD SPONSORED | $221,000 | +11.1% | 12,288 | +20.8% | 0.01% | +14.3% |
| CM | New | CDN IMPERIAL BK COMM TORONTO C | $234,000 | – | 2,870 | +100.0% | 0.01% | – |
| CAE | Buy | CAE INC COM | $236,000 | +29.0% | 16,925 | +31.8% | 0.01% | +33.3% |
| VIVHY | New | Vivendi SA Unsponsored ADR | $233,000 | – | 12,308 | +100.0% | 0.01% | – |
| CHL | Buy | CHINA MOBILE LIMITED SPONSORED | $247,000 | +0.8% | 4,713 | +18.4% | 0.01% | 0.0% |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD CO | $236,000 | – | 2,871 | +100.0% | 0.01% | – |
| CPA | New | COPA HOLDINGS SA CL A | $235,000 | – | 2,587 | +100.0% | 0.01% | – |
| HSBC | New | HSBC HLDGS PLC SPON ADR NEW | $236,000 | – | 5,870 | +100.0% | 0.01% | – |
| AXAHY | New | AXA SA SPONSORED ADR | $233,000 | – | 9,263 | +100.0% | 0.01% | – |
| AEG | Buy | AEGON N V NY REGISTRY SH | $208,000 | +74.8% | 37,593 | +22.0% | 0.01% | +75.0% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTD A | $213,000 | -11.2% | 5,879 | +12.8% | 0.01% | -12.5% |
| VDTH | Buy | VIDEOCON D2H LTD ADR | $192,000 | -2.5% | 23,344 | +15.6% | 0.01% | +16.7% |
| LVMUY | New | LVMH MOET HENNESSY LOU VUITT A | $217,000 | – | 5,719 | +100.0% | 0.01% | – |
| UBS | Buy | UBS GROUP AG SHS | $193,000 | +31.3% | 12,341 | +14.7% | 0.01% | +40.0% |
| SAUC | Exit | DIVERSIFIED RESTAURANT HOLDING | $0 | – | -134,105 | -100.0% | -0.01% | – |
| NSRGY | Exit | NESTLE SA SPONSORED ADR | $0 | – | -3,080 | -100.0% | -0.01% | – |
| CERU | Exit | CERULEAN PHARMA | $0 | – | -721,145 | -100.0% | -0.02% | – |
| PSIX | Exit | POWER SOLUTIONS INTERNATIONAL | $0 | – | -90,472 | -100.0% | -0.03% | – |
| TRVN | Exit | TREVANA | $0 | – | -161,044 | -100.0% | -0.04% | – |
| RMTI | Exit | ROCKWELL MEDICAL | $0 | – | -178,360 | -100.0% | -0.04% | – |
| CSTE | Exit | CAESARSTONE LTD | $0 | – | -35,100 | -100.0% | -0.04% | – |
| ELOS | Exit | SYNERON MEDICAL LTD | $0 | – | -183,382 | -100.0% | -0.04% | – |
| ARAY | Exit | ACCURAY | $0 | – | -232,000 | -100.0% | -0.05% | – |
| LJPC | Exit | LA JOLLA PHARMACEUTICAL | $0 | – | -66,875 | -100.0% | -0.05% | – |
| SCWX | Exit | SECUREWORKS CORP | $0 | – | -142,369 | -100.0% | -0.06% | – |
| MIDD | Exit | MIDDLEBY | $0 | – | -14,500 | -100.0% | -0.06% | – |
| BEAV | Exit | B/E AEROSPACE | $0 | – | -36,000 | -100.0% | -0.06% | – |
| ELY | Exit | CALLAWAY GOLF | $0 | – | -174,675 | -100.0% | -0.07% | – |
| IQNT | Exit | INTELIQUENT INC | $0 | – | -154,840 | -100.0% | -0.08% | – |
| TTPH | Exit | TETRAPHASE PHARMACEUTICALS | $0 | – | -657,496 | -100.0% | -0.08% | – |
| GDDY | Exit | GODADDY | $0 | – | -88,621 | -100.0% | -0.10% | – |
| THRM | Exit | GENTHERM | $0 | – | -135,130 | -100.0% | -0.14% | – |
| ENZ | Exit | ENZO BIOCHEM | $0 | – | -875,002 | -100.0% | -0.15% | – |
| XENT | Exit | INTERSECT ENT | $0 | – | -284,541 | -100.0% | -0.15% | – |
| LMAT | Exit | LEMAITRE VASCULAR | $0 | – | -245,086 | -100.0% | -0.16% | – |
| MDSO | Exit | MEDIDATA SOLUTIONS | $0 | – | -93,044 | -100.0% | -0.17% | – |
| AKRXQ | Exit | AKORN | $0 | – | -193,693 | -100.0% | -0.17% | – |
| TSRA | Exit | TESSERA TECH | $0 | – | -199,730 | -100.0% | -0.25% | – |
| PLAY | Exit | DAVE & BUSTER'S ENTERTAINMENT | $0 | – | -234,600 | -100.0% | -0.30% | – |
| PCTY | Exit | PAYLOCITY HOLDINGS CORP | $0 | – | -213,131 | -100.0% | -0.31% | – |
| SAGE | Exit | SAGE THERAPEUTICS | $0 | – | -316,065 | -100.0% | -0.48% | – |
| QGEN | Exit | QIAGEN NV | $0 | – | -535,700 | -100.0% | -0.48% | – |
| FDS | Exit | FACTSET RESEARCH SYSTEMS | $0 | – | -99,750 | -100.0% | -0.53% | – |
| CEMP | Exit | CEMPRA | $0 | – | -1,024,063 | -100.0% | -0.81% | – |
| BLOX | Exit | INFOBLOX | $0 | – | -1,061,901 | -100.0% | -0.92% | – |
| CPHD | Exit | CEPHEID | $0 | – | -671,400 | -100.0% | -1.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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 | 40 | Q1 2023 | 4.7% |
| SPS COMM INC | 40 | Q1 2023 | 3.5% |
| OSI SYSTEMS INC | 40 | Q1 2023 | 2.4% |
| EURONET WORLDWIDE, INC | 40 | Q1 2023 | 1.7% |
| RBC BEARINGS INC | 40 | Q1 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 40 | Q1 2023 | 1.0% |
| PROS HOLDINGS INC | 40 | Q1 2023 | 0.7% |
| RUSH ENTERPRISES INC | 40 | Q1 2023 | 1.1% |
| RADWARE LTD | 40 | Q1 2023 | 1.3% |
| POWER INTEGRATIONS INC | 40 | Q1 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AIRGAIN INC | February 14, 2023 | 690,274 | 6.8% |
| BIOMERICA INC | February 14, 2023 | 1,122,701 | 8.4% |
| Chicken Soup for the Soul Entertainment, Inc. | February 14, 2023 | 1,379,179 | 10.5% |
| EverQuote, Inc. | February 14, 2023 | 1,641,293 | 6.3% |
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| ICAD INC | February 14, 2023 | 2,849,124 | 11.2% |
| indie Semiconductor, Inc. | February 14, 2023 | 7,290,449 | 6.0% |
| Kornit Digital Ltd. | February 14, 2023 | 3,514,473 | 7.1% |
| LIQUIDITY SERVICES INC | February 14, 2023 | 2,128,347 | 6.0% |
| Lovesac Co | February 14, 2023 | 1,299,851 | 8.6% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
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.