$1.09 Billion is the total value of Granahan Investment Management's 230 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 23.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Buy | COSTAR CORP | $40,535,000 | +52.8% | 153,775 | +20.1% | 3.74% | +40.3% |
| TWOU | Buy | 2U INC | $31,066,000 | +64.6% | 662,113 | +39.1% | 2.86% | +51.2% |
| LPSN | Buy | LIVEPERSON | $29,235,000 | +117.7% | 2,657,705 | +35.6% | 2.70% | +99.9% |
| KRNT | Buy | KORNIT DIGITAL | $23,671,000 | +41.1% | 1,223,314 | +39.3% | 2.18% | +29.6% |
| TREE | Sell | LENDING TREE | $22,857,000 | +8.3% | 132,738 | -21.1% | 2.11% | -0.5% |
| IMAX | Buy | IMAX CORP | $21,655,000 | -9.6% | 984,326 | +39.6% | 2.00% | -17.0% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $20,420,000 | +29.3% | 381,534 | +17.0% | 1.88% | +18.7% |
| ABMD | Buy | ABIOMED | $20,117,000 | +32.8% | 140,386 | +16.1% | 1.85% | +22.0% |
| STRA | New | STRAYER EDUCATION | $17,712,000 | – | 190,000 | +100.0% | 1.63% | – |
| SPSC | Buy | SPS COMMERCE | $17,242,000 | +27.2% | 270,421 | +16.7% | 1.59% | +16.8% |
| LOPE | Buy | GRAND CANYON EDUCATION | $16,682,000 | +45.6% | 212,759 | +33.0% | 1.54% | +33.7% |
| MIME | New | MIMECAST LIMITED | $15,170,000 | – | 566,467 | +100.0% | 1.40% | – |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $15,145,000 | -2.8% | 72,098 | -9.7% | 1.40% | -10.7% |
| VRTU | Buy | VIRTUSA CORP | $15,096,000 | +23.1% | 513,475 | +26.5% | 1.39% | +13.0% |
| PI | Sell | IMPINJ | $14,254,000 | +9.3% | 292,992 | -32.0% | 1.31% | +0.4% |
| VEEV | Sell | VEEVA SYSTEMS | $13,725,000 | -7.0% | 223,860 | -22.2% | 1.26% | -14.6% |
| EXAS | Sell | EXACT SCIENCES | $13,589,000 | -22.7% | 384,194 | -48.4% | 1.25% | -29.0% |
| AMBR | Buy | AMBER ROAD | $13,378,000 | +47.3% | 1,561,046 | +32.7% | 1.23% | +35.3% |
| BRKS | Sell | BROOKS AUTOMATION | $13,307,000 | -43.4% | 613,529 | -41.5% | 1.23% | -48.0% |
| BFAM | Buy | BRIGHT HORIZONS | $12,848,000 | +23.6% | 166,398 | +16.0% | 1.18% | +13.4% |
| AMG | Sell | AFFILIATED MANAGERS GROUP | $12,780,000 | -49.7% | 77,050 | -50.2% | 1.18% | -53.7% |
| OSIS | Sell | OSI SYSTEMS | $12,505,000 | -12.0% | 166,398 | -14.5% | 1.15% | -19.1% |
| INWK | Buy | INNER WORKINGS INC | $12,421,000 | +76.9% | 1,070,788 | +51.9% | 1.14% | +62.4% |
| AIN | Sell | ALBANY INT'L | $11,967,000 | +14.8% | 224,098 | -1.0% | 1.10% | +5.3% |
| MKTX | Buy | MARKETAXESS HOLDINGS | $11,548,000 | +15.1% | 57,425 | +7.3% | 1.06% | +5.7% |
| PDFS | Buy | PDF SOLUTIONS | $11,214,000 | +37.4% | 681,698 | +88.9% | 1.03% | +26.3% |
| IVC | Buy | INVACARE | $10,741,000 | +241.6% | 813,730 | +208.0% | 0.99% | +213.3% |
| WIX | Sell | WIX COM | $10,723,000 | -18.5% | 154,065 | -20.5% | 0.99% | -25.2% |
| MB | Sell | MINDBODY | $10,723,000 | -14.1% | 394,245 | -13.3% | 0.99% | -21.1% |
| AXON | Sell | AXON ENTERPRISE | $10,422,000 | +5.8% | 414,566 | -4.1% | 0.96% | -2.8% |
| SPNC | Buy | SPECTRANETICS CORP | $9,394,000 | +99.3% | 244,644 | +51.2% | 0.87% | +83.1% |
| CSII | Sell | CARDIOVASCULAR SYSTEMS | $9,239,000 | -9.5% | 286,660 | -20.6% | 0.85% | -16.9% |
| PLOW | Sell | DOUGLAS DYNAMICS | $9,219,000 | -4.2% | 280,211 | -10.7% | 0.85% | -12.0% |
| NEO | Sell | NEOGENOMICS | $9,060,000 | -12.2% | 1,011,124 | -22.7% | 0.84% | -19.4% |
| NKTR | Sell | NEKTAR | $8,977,000 | -32.0% | 459,201 | -18.4% | 0.83% | -37.6% |
| ALKS | Buy | ALKERMES | $8,928,000 | -0.1% | 154,005 | +0.8% | 0.82% | -8.2% |
| BIO | Buy | BIO RAD LABS | $8,839,000 | +146.8% | 39,055 | +117.4% | 0.82% | +127.0% |
| EVH | Sell | EVOLENT HEALTH | $8,160,000 | +2.9% | 321,888 | -9.4% | 0.75% | -5.5% |
| HUBS | Buy | HUBSPOT | $8,112,000 | +146.9% | 123,380 | +127.3% | 0.75% | +126.7% |
| PAYC | Buy | PAYCOM SOFTWARE | $8,099,000 | +34.7% | 118,396 | +13.2% | 0.75% | +23.7% |
| KAMN | Sell | KAMAN CORP | $7,981,000 | -22.7% | 160,041 | -25.4% | 0.74% | -29.0% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $7,823,000 | +70.9% | 465,120 | +57.4% | 0.72% | +57.1% |
| TNC | Sell | TENNANT CO | $7,710,000 | -34.1% | 104,469 | -35.2% | 0.71% | -39.5% |
| ROLL | Sell | RBC BEARINGS | $7,651,000 | -21.1% | 75,183 | -24.7% | 0.70% | -27.5% |
| RUSHA | Sell | RUSH ENTERPRISES | $7,547,000 | -22.5% | 202,976 | -31.0% | 0.70% | -28.8% |
| INST | Buy | INSTRUCTURE | $7,534,000 | +51.3% | 255,383 | +20.1% | 0.69% | +38.8% |
| SHOP | Sell | SHOPIFY INC | $7,258,000 | -49.9% | 83,524 | -60.7% | 0.67% | -54.0% |
| NXST | Buy | NEXSTAR MEDIA GROUP | $7,114,000 | +76.4% | 118,963 | +107.0% | 0.66% | +62.0% |
| TRVG | Sell | TRIVAGO N.V. Sponsored ADR Cla | $7,085,000 | +18.7% | 299,440 | -34.7% | 0.65% | +9.0% |
| PPBI | Buy | PACIFIC PREMIER BANCORP | $7,019,000 | +155.6% | 190,216 | +167.0% | 0.65% | +134.4% |
| FRPT | Buy | FRESHPET INC | $7,015,000 | +75.0% | 422,602 | +16.0% | 0.65% | +60.9% |
| TITN | Sell | TITAN MACHINERY | $7,004,000 | -27.7% | 389,569 | -38.3% | 0.65% | -33.6% |
| LAUR | Buy | LAUREATE EDUCATION | $6,936,000 | +66.9% | 395,663 | +35.8% | 0.64% | +53.2% |
| PCRX | Buy | PACIRA PHARMACEUTICALS | $6,719,000 | +11.1% | 140,855 | +6.2% | 0.62% | +2.0% |
| CHGG | New | CHEGG INC | $6,701,000 | – | 545,240 | +100.0% | 0.62% | – |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $6,697,000 | +35.7% | 148,232 | +16.0% | 0.62% | +24.6% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS | $6,610,000 | +10.7% | 350,096 | -0.0% | 0.61% | +1.7% |
| MOD | Sell | MODINE MANUFACTURING | $6,462,000 | -25.8% | 390,427 | -45.3% | 0.60% | -31.8% |
| RTEC | Sell | RUDOLPH TECH | $6,460,000 | -19.4% | 282,724 | -21.0% | 0.60% | -26.1% |
| STAG | Sell | STAG INDUSTRIAL | $6,417,000 | -15.1% | 232,495 | -23.0% | 0.59% | -22.0% |
| SFE | Sell | SAFEGUARD SCIENTIFICS | $6,368,000 | -21.9% | 535,122 | -16.7% | 0.59% | -28.3% |
| KWR | Sell | QUAKER CHEMICAL CORP | $6,358,000 | -8.0% | 43,779 | -16.6% | 0.59% | -15.4% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $6,270,000 | +1.0% | 81,011 | +8.9% | 0.58% | -7.2% |
| SGMO | Sell | SANGAMO BIOSCIENCES | $6,220,000 | +15.8% | 706,859 | -31.6% | 0.57% | +6.3% |
| REN | Buy | RESOLUTE ENERGY | $6,140,000 | -21.2% | 206,261 | +6.9% | 0.57% | -27.6% |
| QLYS | Sell | QUALYS INC | $6,115,000 | -16.9% | 149,885 | -22.8% | 0.56% | -23.7% |
| EEFT | Sell | EURONET | $5,893,000 | -9.4% | 67,452 | -11.4% | 0.54% | -16.8% |
| GIMO | Sell | GIGAMON INC | $5,864,000 | -22.7% | 149,033 | -30.2% | 0.54% | -29.0% |
| XLRN | Buy | ACCELERON PHARMA | $5,725,000 | +15.6% | 188,397 | +0.7% | 0.53% | +6.2% |
| ELLI | Buy | ELLIE MAE | $5,703,000 | +27.3% | 51,892 | +16.1% | 0.53% | +16.9% |
| KNSL | Buy | KINSALE CAPITAL GROUP | $5,611,000 | +69.8% | 150,383 | +45.8% | 0.52% | +55.7% |
| PRO | Sell | PROS HOLDING | $5,593,000 | -8.6% | 204,185 | -19.3% | 0.52% | -16.1% |
| CASH | Buy | META FINANCIAL | $5,567,000 | +17.1% | 62,554 | +16.4% | 0.51% | +7.5% |
| HIVE | Sell | AEROHIVE NETWORKS INC | $5,497,000 | +2.0% | 1,099,359 | -14.1% | 0.51% | -6.3% |
| ENTA | Sell | ENANTA PHARMACEUTICALS | $5,458,000 | -10.2% | 151,695 | -23.2% | 0.50% | -17.5% |
| JRVR | Buy | JAMES RIVER GROUP | $5,377,000 | +18.0% | 135,343 | +27.3% | 0.50% | +8.5% |
| VST | Sell | VISTRA ENERGY | $5,291,000 | -8.1% | 315,103 | -10.8% | 0.49% | -15.6% |
| PRFT | Sell | PERFICIENT | $5,280,000 | -8.8% | 283,267 | -15.1% | 0.49% | -16.2% |
| SUPN | Sell | SUPERNUS PHARMACEUTICALS | $5,125,000 | -14.2% | 118,907 | -37.7% | 0.47% | -21.3% |
| CEVA | Sell | CEVA | $4,988,000 | -31.8% | 109,755 | -46.7% | 0.46% | -37.3% |
| LAD | Buy | LITHIA MOTORS | $4,924,000 | +139.7% | 52,252 | +117.9% | 0.45% | +120.4% |
| CNMD | Sell | CONMED CORP | $4,910,000 | -21.7% | 96,385 | -31.8% | 0.45% | -28.1% |
| TYPE | Buy | MONOTYPE IMAGING | $4,873,000 | +22.5% | 266,277 | +34.6% | 0.45% | +12.5% |
| LAWS | Sell | LAWSON PRODUCTS | $4,754,000 | -37.5% | 214,644 | -36.6% | 0.44% | -42.6% |
| EXTR | Buy | EXTREME NETWORKS | $4,707,000 | +1322.1% | 510,486 | +1057.1% | 0.43% | +1215.2% |
| SMCI | Sell | SUPER MICRO COMPUTER | $4,665,000 | -11.3% | 189,240 | -8.8% | 0.43% | -18.6% |
| CALD | Buy | CALLIDUS SOFTWARE | $4,531,000 | +72.2% | 187,231 | +51.9% | 0.42% | +58.3% |
| CVGW | Sell | CALAVO GROWERS | $4,504,000 | -17.8% | 65,234 | -27.8% | 0.42% | -24.5% |
| QTS | Buy | QTS REALTY TRUST | $4,359,000 | +16.0% | 83,294 | +8.1% | 0.40% | +6.6% |
| POWI | Sell | POWER INTEGRATIONS | $4,318,000 | -18.4% | 59,234 | -26.4% | 0.40% | -25.0% |
| NTLA | New | INTELLIA THERAPEUTICS | $4,278,000 | – | 267,360 | +100.0% | 0.39% | – |
| RHT | Buy | RED HAT INC | $4,216,000 | +17.3% | 44,035 | +6.0% | 0.39% | +7.8% |
| RPD | Buy | RAPID7 | $4,035,000 | +110.3% | 239,778 | +87.1% | 0.37% | +92.7% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $3,966,000 | +25.1% | 32,670 | +9.1% | 0.37% | +15.1% |
| GWR | Sell | GENESEE & WYOMING | $3,873,000 | -15.0% | 56,631 | -15.7% | 0.36% | -21.9% |
| EDIT | New | EDITAS MEDICINE | $3,788,000 | – | 225,720 | +100.0% | 0.35% | – |
| MSCC | Buy | MICROSEMI | $3,750,000 | +61.3% | 80,123 | +77.6% | 0.35% | +48.5% |
| EBIX | Buy | EBIX | $3,748,000 | +81.2% | 69,541 | +106.0% | 0.34% | +65.9% |
| TER | Sell | TERADYNE | $3,726,000 | -15.5% | 124,076 | -12.5% | 0.34% | -22.6% |
| WST | Buy | WEST PHARMA SVCS | $3,522,000 | +26.1% | 37,261 | +8.9% | 0.32% | +16.1% |
| IPGP | Buy | IPG PHOTONICS | $3,505,000 | +30.5% | 24,156 | +8.5% | 0.32% | +19.6% |
| KMT | Sell | KENNAMETAL | $3,478,000 | -4.7% | 92,952 | -0.1% | 0.32% | -12.3% |
| WAGE | Buy | WAGEWORKS INC | $3,460,000 | +32.2% | 51,490 | +42.3% | 0.32% | +21.3% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $3,249,000 | -19.2% | 75,033 | -4.9% | 0.30% | -26.0% |
| PRLB | PROTO LABS | $3,228,000 | +31.6% | 48,000 | 0.0% | 0.30% | +21.1% | |
| PRAA | Buy | PRA GROUP | $3,161,000 | +59.4% | 83,411 | +39.4% | 0.29% | +46.2% |
| DXCM | Sell | DEXCOM INC | $3,118,000 | -35.9% | 42,620 | -25.8% | 0.29% | -41.3% |
| MINI | Buy | MOBILE MINI | $3,082,000 | -1.0% | 103,253 | +1.2% | 0.28% | -9.0% |
| ACHC | Sell | ACADIA HEALTHCARE COMPANY | $3,053,000 | -22.6% | 61,825 | -31.7% | 0.28% | -29.0% |
| JAZZ | Buy | JAZZ PHARMACEUTICALS | $3,053,000 | +336.8% | 19,631 | +307.5% | 0.28% | +301.4% |
| GWRE | Sell | GUIDEWIRE SOFTWARE | $3,020,000 | +18.2% | 43,956 | -3.1% | 0.28% | +8.6% |
| CRCM | Sell | CARE.COM INC | $2,896,000 | -15.2% | 191,789 | -29.8% | 0.27% | -22.2% |
| STMP | Buy | STAMPS.COM | $2,895,000 | +54.1% | 18,694 | +17.8% | 0.27% | +41.3% |
| LQDT | Buy | LIQUIDITY SERVICES | $2,842,000 | -7.8% | 447,620 | +16.2% | 0.26% | -15.2% |
| CCOI | Buy | COGENT COMMUNICATIONS HOLDINGS | $2,809,000 | +9.2% | 70,039 | +17.2% | 0.26% | +0.4% |
| CRSP | New | CRISPR THERAPEUTICS | $2,786,000 | – | 173,907 | +100.0% | 0.26% | – |
| WNS | Buy | WNS HOLDINGS LTD | $2,778,000 | +26.0% | 80,855 | +4.9% | 0.26% | +15.8% |
| INFN | Buy | INFINERA CORP | $2,690,000 | +313.2% | 252,077 | +295.9% | 0.25% | +281.5% |
| TRUP | Buy | TRUPANION | $2,665,000 | +153.6% | 119,100 | +61.2% | 0.25% | +134.3% |
| PFPT | Sell | PROOFPOINT | $2,656,000 | -9.6% | 30,594 | -22.6% | 0.24% | -16.9% |
| APTI | Buy | APPTIO INC | $2,535,000 | +739.4% | 146,084 | +467.3% | 0.23% | +680.0% |
| ENSG | Sell | ENSIGN GROUP | $2,530,000 | -24.7% | 116,210 | -35.0% | 0.23% | -30.9% |
| APPN | New | APPIAN CORP CLASS A | $2,491,000 | – | 137,250 | +100.0% | 0.23% | – |
| VG | Buy | VONAGE HOLDINGS | $2,479,000 | +4.0% | 379,122 | +0.5% | 0.23% | -4.6% |
| GTTN | Sell | GTT COMMUNICATION | $2,405,000 | +24.8% | 75,992 | -4.0% | 0.22% | +15.0% |
| NNBR | Sell | NN INC | $2,395,000 | -26.3% | 87,260 | -32.3% | 0.22% | -32.2% |
| TCMD | New | TACTILE SYSTEMS TECHNOLOGY | $2,400,000 | – | 83,965 | +100.0% | 0.22% | – |
| CUBI | Sell | CUSTOMERS BANCORP INC | $2,390,000 | -75.2% | 84,504 | -72.4% | 0.22% | -77.3% |
| MTN | Sell | VAIL RESORTS INC | $2,235,000 | -16.9% | 11,020 | -21.4% | 0.21% | -23.7% |
| PSTG | New | PURE STORAGE INC | $2,210,000 | – | 172,510 | +100.0% | 0.20% | – |
| CYBR | Buy | CYBERARK SOFTWARE | $2,179,000 | +17.0% | 43,614 | +19.1% | 0.20% | +7.5% |
| RDWR | Buy | RADWARE | $2,156,000 | +23.0% | 122,912 | +13.3% | 0.20% | +13.1% |
| TYL | TYLER TECHNOLOGIES | $2,118,000 | +13.7% | 12,055 | 0.0% | 0.20% | +4.3% | |
| PTC | Sell | PTC INC | $2,101,000 | -2.1% | 38,114 | -6.6% | 0.19% | -9.8% |
| NTNX | Buy | NUTANIX | $2,050,000 | +179.3% | 101,738 | +160.2% | 0.19% | +155.4% |
| IMPV | Buy | IMPERVA | $1,931,000 | +19.6% | 40,345 | +2.6% | 0.18% | +9.9% |
| APOG | Sell | APOGEE ENTERPRISES | $1,777,000 | -13.3% | 31,267 | -9.1% | 0.16% | -20.4% |
| TWLO | Sell | TWILIO | $1,721,000 | -73.5% | 59,124 | -73.7% | 0.16% | -75.6% |
| BGCP | Sell | BGC PARTNERS INC | $1,712,000 | +2.2% | 135,457 | -8.1% | 0.16% | -6.0% |
| SLAB | Sell | SILICON LABORATORIES INC | $1,699,000 | -19.9% | 24,854 | -13.9% | 0.16% | -26.3% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $1,703,000 | +59.6% | 54,436 | +39.8% | 0.16% | +46.7% |
| FNSR | Sell | FINISAR | $1,684,000 | -6.4% | 64,831 | -1.5% | 0.16% | -14.4% |
| SHOR | SHORETEL INC | $1,663,000 | -5.7% | 286,640 | 0.0% | 0.15% | -13.6% | |
| IPHI | Sell | INPHI | $1,634,000 | -35.8% | 47,642 | -8.6% | 0.15% | -40.8% |
| MPWR | Sell | MONOLITHIC POWER | $1,572,000 | -6.8% | 16,307 | -10.9% | 0.14% | -14.2% |
| MLM | Buy | MARTIN MARIETTA MATERIALS | $1,541,000 | +2.0% | 6,925 | +0.0% | 0.14% | -6.6% |
| CDNS | CADENCE DESIGN | $1,508,000 | +6.6% | 45,032 | 0.0% | 0.14% | -2.1% | |
| CHUY | New | CHUY'S HOLDINGS INC. | $1,390,000 | – | 59,411 | +100.0% | 0.13% | – |
| HA | Sell | HAWAIIAN HOLDINGS | $1,361,000 | -44.0% | 28,994 | -44.6% | 0.12% | -48.8% |
| PRTK | Sell | PARATEK PHARMACEUTICALS | $1,235,000 | -74.7% | 51,238 | -79.8% | 0.11% | -76.7% |
| BSFT | Sell | BROADSOFT | $1,203,000 | -22.1% | 27,934 | -27.3% | 0.11% | -28.4% |
| EPAM | EPAM SYSTEMS | $1,178,000 | +11.3% | 14,005 | 0.0% | 0.11% | +2.8% | |
| BOOM | New | DMC GLOBAL INC | $1,188,000 | – | 90,667 | +100.0% | 0.11% | – |
| RCL | Buy | ROYAL CARIBBEAN CRUISES LTD CO | $1,075,000 | +279.9% | 9,845 | +241.6% | 0.10% | +253.6% |
| EXPE | Sell | EXPEDIA | $1,019,000 | -0.8% | 6,839 | -16.0% | 0.09% | -8.7% |
| SOHO | Sell | SOTHERLY HOTELS | $996,000 | -67.2% | 146,960 | -69.0% | 0.09% | -69.7% |
| ECHO | Buy | ECHO GLOBAL LOGISTICS | $946,000 | -6.7% | 47,527 | +0.0% | 0.09% | -14.7% |
| P | PANDORA | $941,000 | -24.5% | 105,531 | 0.0% | 0.09% | -30.4% | |
| HBIO | Sell | HARVARD BIOSCIENCE | $758,000 | -71.3% | 297,412 | -70.7% | 0.07% | -73.6% |
| VTL | New | VITAL THERAPIES | $744,000 | – | 256,454 | +100.0% | 0.07% | – |
| CGIX | New | CANCER GENETICS INC | $743,000 | – | 188,060 | +100.0% | 0.07% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSOR | $653,000 | +37.8% | 4,636 | +5.5% | 0.06% | +25.0% |
| FLGT | New | FULGENT GENETICS | $620,000 | – | 97,050 | +100.0% | 0.06% | – |
| VIVE | Sell | VIVEVE MEDICAL INC | $553,000 | -78.0% | 77,050 | -80.6% | 0.05% | -79.8% |
| KIN | New | KINDRED BIOSCIENCES | $547,000 | – | 63,590 | +100.0% | 0.05% | – |
| IVZ | Buy | INVESCO LTD SHS | $534,000 | +21.1% | 15,165 | +5.4% | 0.05% | +11.4% |
| ELUXY | Buy | ELECTROLUX AB SPONSORRED ADR C | $521,000 | +24.6% | 7,905 | +5.5% | 0.05% | +14.3% |
| MDT | Buy | MEDTRONIC PLC SHS | $492,000 | +15.0% | 5,548 | +4.4% | 0.04% | +4.7% |
| KONAQ | Sell | KONA GRILL | $470,000 | -74.5% | 127,138 | -56.5% | 0.04% | -76.8% |
| Sell | OM ASSET MANAGEMENT PLC | $469,000 | -25.6% | 31,577 | -24.3% | 0.04% | -31.7% | |
| RYAAY | Buy | RYANAIR HLDGS PLC SPONSORED AD | $468,000 | +36.8% | 4,348 | +5.6% | 0.04% | +26.5% |
| PCRFY | Buy | PANASONIC CORP ADR | $464,000 | +26.1% | 34,021 | +5.5% | 0.04% | +16.2% |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REG | $446,000 | +17.4% | 12,455 | +5.4% | 0.04% | +7.9% |
| NVO | Buy | NOVO-NORDISK A S ADR | $447,000 | +33.4% | 10,433 | +6.6% | 0.04% | +20.6% |
| SONY | Buy | SONY CORP ADR NEW | $441,000 | +18.9% | 11,538 | +4.9% | 0.04% | +10.8% |
| SAP | Buy | SAP SE SPON ADR | $418,000 | +12.1% | 3,990 | +4.9% | 0.04% | +5.4% |
| ING | Buy | ING GROEP N V SPONSORED ADR | $426,000 | +20.0% | 24,525 | +4.2% | 0.04% | +8.3% |
| A | Buy | AGILENT TECHNOLOGIES | $414,000 | +19.0% | 6,987 | +6.1% | 0.04% | +8.6% |
| RHHBY | Buy | ROCHE HLDG LTD SPONSORED ADR | $413,000 | +4.6% | 12,973 | +5.3% | 0.04% | -5.0% |
| KT | Buy | KT CORP SPONSORED ADR | $406,000 | +3.3% | 24,427 | +4.5% | 0.04% | -5.1% |
| GDI | New | GARDNER DENVER | $399,000 | – | 18,481 | +100.0% | 0.04% | – |
| THO | New | THOR INDUSTRIES | $388,000 | – | 3,712 | +100.0% | 0.04% | – |
| DANOY | Buy | DANONE SPONSORED ADR | $390,000 | +15.0% | 25,991 | +5.0% | 0.04% | +5.9% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY | $377,000 | +1.1% | 2,895 | +3.1% | 0.04% | -5.4% |
| KCRPY | Buy | KAO CORP SPONSORED ADR | $385,000 | +14.6% | 6,488 | +6.3% | 0.04% | +2.9% |
| COO | New | COOPER COMPANIES | $378,000 | – | 1,577 | +100.0% | 0.04% | – |
| CLB | Sell | CORE LABS | $382,000 | -73.1% | 3,770 | -69.3% | 0.04% | -75.4% |
| SSREY | Buy | SWISS RE LTD SPONSORED ADR | $365,000 | +7.4% | 15,978 | +5.0% | 0.03% | 0.0% |
| RIO | Buy | RIO TINTO PLC SPONSORED ADR | $370,000 | +9.8% | 8,746 | +5.6% | 0.03% | 0.0% |
| AGN | Buy | ALLERGAN PLC SHS | $371,000 | +11.1% | 1,525 | +9.0% | 0.03% | 0.0% |
| HENKY | Buy | Henkel AG & Co KGaA Sponsored | $367,000 | +15.0% | 3,034 | +6.1% | 0.03% | +6.2% |
| LRLCY | Buy | L OREAL CO ADR | $361,000 | +13.9% | 8,624 | +4.7% | 0.03% | +3.1% |
| PUK | Buy | PRUDENTIAL PLC ADR | $362,000 | +13.8% | 7,874 | +4.8% | 0.03% | +3.1% |
| ALV | Buy | AUTOLIV INC COM | $331,000 | +14.1% | 3,017 | +6.3% | 0.03% | +6.9% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTARI | $326,000 | +15.6% | 38,992 | +5.3% | 0.03% | +7.1% |
| MUFG | Buy | MITSUBISHI UFJ FINANCIAL GROUP | $312,000 | +12.6% | 46,202 | +5.8% | 0.03% | +3.6% |
| TTE | Buy | TOTAL S A SPONSORED ADR | $316,000 | +3.3% | 6,364 | +4.9% | 0.03% | -6.5% |
| CAE | Buy | CAE INC COM | $298,000 | +18.3% | 17,285 | +4.9% | 0.03% | +8.0% |
| LVMUY | Buy | LVMH MOET HENNESSY LOU VUITT A | $296,000 | +19.8% | 5,892 | +5.0% | 0.03% | +8.0% |
| TTNDY | Buy | TECHTRONIC INDS LTD SPONSORED | $293,000 | +20.1% | 12,720 | +5.2% | 0.03% | +12.5% |
| MBBYF | Buy | MOBILEYE N V AMSTELVEEN ORD SH | $283,000 | +7.2% | 4,504 | +4.6% | 0.03% | 0.0% |
| VIVHY | Buy | Vivendi SA Unsponsored ADR | $286,000 | +21.2% | 12,843 | +5.6% | 0.03% | +8.3% |
| HSBC | Buy | HSBC HLDGS PLC SPON ADR NEW | $278,000 | +19.8% | 6,000 | +5.7% | 0.03% | +13.0% |
| BDC | New | BELDEN INC | $271,000 | – | 3,590 | +100.0% | 0.02% | – |
| PFGC | New | PERFORMANCE FOOD GROUP COMPANY | $275,000 | – | 10,040 | +100.0% | 0.02% | – |
| ACXM | New | ACXIOM | $275,000 | – | 10,595 | +100.0% | 0.02% | – |
| NXPI | Sell | NXP SEMICONDUCTORS N V COM | $274,000 | -7.4% | 2,504 | -12.4% | 0.02% | -16.7% |
| CHL | Buy | CHINA MOBILE LIMITED SPONSORED | $256,000 | +1.2% | 4,813 | +4.9% | 0.02% | -4.0% |
| AXAHY | Buy | AXA SA SPONSORED ADR | $261,000 | +13.0% | 9,460 | +5.1% | 0.02% | +4.3% |
| UBS | Buy | UBS GROUP AG SHS | $248,000 | +12.7% | 14,616 | +6.1% | 0.02% | +4.5% |
| WPP | Buy | WPP PLC NEW ADR | $253,000 | +1.6% | 2,396 | +5.5% | 0.02% | -8.0% |
| MXL | New | MAXLINEAR INC | $251,000 | – | 8,990 | +100.0% | 0.02% | – |
| VDTH | Sell | VIDEOCON D2H LTD ADR | $234,000 | -41.1% | 24,016 | -30.5% | 0.02% | -45.0% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO C | $238,000 | -0.4% | 2,931 | +5.6% | 0.02% | -8.3% |
| FMS | New | FRESENIUS MED CARE AG&CO KGA S | $227,000 | – | 4,692 | +100.0% | 0.02% | – |
| MNTX | Sell | MANITEX INTERNATIONAL | $229,000 | -76.4% | 32,756 | -77.4% | 0.02% | -78.4% |
| TXRH | New | TEXAS ROADHOUSE | $224,000 | – | 4,390 | +100.0% | 0.02% | – |
| BEAT | New | BIOTELEMETRY INC. | $220,000 | – | 6,570 | +100.0% | 0.02% | – |
| MSM | New | MSC INDUSTRIAL | $207,000 | – | 2,405 | +100.0% | 0.02% | – |
| WWW | New | WOLVERINE WORLD WIDE | $211,000 | – | 7,535 | +100.0% | 0.02% | – |
| INCR | New | I N C RESEARCH HOLDINGS INC | $201,000 | – | 3,430 | +100.0% | 0.02% | – |
| POL | New | POLYONE CORP | $203,000 | – | 5,240 | +100.0% | 0.02% | – |
| EGHT | New | 8X8 INC | $186,000 | – | 12,765 | +100.0% | 0.02% | – |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $188,000 | -17.5% | 70,810 | +114.5% | 0.02% | -26.1% |
| SFS | New | SMART & FINAL STORES INC | $118,000 | – | 12,920 | +100.0% | 0.01% | – |
| TLGT | New | TELIGENT INC. | $109,000 | – | 11,900 | +100.0% | 0.01% | – |
| ENSV | Sell | ENSERVCO | $105,000 | -68.4% | 337,506 | -66.0% | 0.01% | -69.7% |
| XCRA | New | XCERRA CORPORATION | $113,000 | – | 11,615 | +100.0% | 0.01% | – |
| BV | New | BAZAARVOICE INC. | $55,000 | – | 11,100 | +100.0% | 0.01% | – |
| TURN | Exit | 180 DEGREE CAPITAL CORP | $0 | – | -14,565 | -100.0% | -0.00% | – |
| ACRX | Exit | ACELRX PHARMACEUTICALS | $0 | – | -31,298 | -100.0% | -0.01% | – |
| AEG | Exit | AEGON N V NY REGISTRY SH | $0 | – | -37,335 | -100.0% | -0.02% | – |
| CPA | Exit | COPA HOLDINGS SA CL A | $0 | – | -3,069 | -100.0% | -0.04% | – |
| NMBL | Exit | NIMBLE STORAGE | $0 | – | -54,841 | -100.0% | -0.07% | – |
| FANG | Exit | DIAMONDBACK ENERGY | $0 | – | -10,007 | -100.0% | -0.10% | – |
| SNCR | Exit | SYNCHRONOSS TECHNOLOGIES INC | $0 | – | -61,316 | -100.0% | -0.15% | – |
| FCB | Exit | FCB FINANCIAL HOLDINGS | $0 | – | -30,424 | -100.0% | -0.15% | – |
| HDSN | Exit | HUDSON TECHNOLOGIES | $0 | – | -254,218 | -100.0% | -0.17% | – |
| INGN | Exit | INOGEN INC | $0 | – | -24,572 | -100.0% | -0.19% | – |
| CUTR | Exit | CUTERA | $0 | – | -126,494 | -100.0% | -0.26% | – |
| JBT | Exit | JOHN BEAN TECHNOLOGIES | $0 | – | -40,715 | -100.0% | -0.36% | – |
| ZEN | Exit | ZENDESK | $0 | – | -137,124 | -100.0% | -0.39% | – |
| CGNX | Exit | COGNEX CORPORATION | $0 | – | -55,717 | -100.0% | -0.47% | – |
| BWLD | Exit | BUFFALO WILD WINGS | $0 | – | -40,254 | -100.0% | -0.62% | – |
| ZLTQ | Exit | ZELTIQ | $0 | – | -157,882 | -100.0% | -0.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
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.