$1.38 Billion is the total value of Granahan Investment Management's 197 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 17.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Buy | COSTAR CORP | $46,856,000 | +23.4% | 129,195 | +1.0% | 3.38% | +13.3% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $41,257,000 | +33.4% | 449,278 | +2.2% | 2.98% | +22.4% |
| TDOC | Buy | TELEDOC | $31,941,000 | +43.7% | 792,571 | +24.3% | 2.31% | +31.9% |
| KRNT | Buy | KORNIT DIGITAL | $29,530,000 | -18.7% | 2,289,160 | +1.8% | 2.13% | -25.4% |
| BRKS | Buy | BROOKS AUTOMATION | $28,614,000 | +136.8% | 1,056,654 | +108.5% | 2.07% | +117.2% |
| STRA | Buy | STRAYER EDUCATION | $28,493,000 | +41.7% | 281,972 | +25.6% | 2.06% | +30.0% |
| VRTU | Buy | VIRTUSA CORP | $20,597,000 | +22.5% | 425,036 | +11.5% | 1.49% | +12.5% |
| OSIS | Buy | OSI SYSTEMS | $20,354,000 | +24.7% | 311,845 | +23.0% | 1.47% | +14.5% |
| MIME | Buy | MIMECAST LIMITED | $20,065,000 | +24.0% | 566,334 | +0.4% | 1.45% | +13.8% |
| SPSC | Buy | SPS COMMERCE | $19,518,000 | +164.0% | 304,630 | +100.2% | 1.41% | +142.1% |
| ENSG | Buy | ENSIGN GROUP | $17,500,000 | +38.0% | 665,417 | +16.5% | 1.26% | +26.8% |
| CARB | Buy | CARBONITE INC | $16,535,000 | +61.9% | 574,140 | +41.1% | 1.19% | +48.7% |
| OKTA | Buy | OKTA, INC | $16,136,000 | +2095.4% | 404,928 | +1310.2% | 1.16% | +1908.6% |
| MDCO | Buy | MEDICINES CO | $15,817,000 | +868.6% | 480,186 | +704.1% | 1.14% | +792.2% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $15,664,000 | +73.1% | 305,757 | +59.4% | 1.13% | +58.8% |
| RUSHA | Buy | RUSH ENTERPRISES | $14,134,000 | +31.4% | 332,646 | +57.1% | 1.02% | +20.7% |
| PLOW | Buy | DOUGLAS DYNAMICS | $13,583,000 | +17.9% | 313,337 | +2.8% | 0.98% | +8.3% |
| KAMN | Buy | KAMAN CORP | $13,036,000 | +7.5% | 209,848 | +1.8% | 0.94% | -1.4% |
| EBIX | Buy | EBIX | $12,508,000 | -5.6% | 167,886 | +0.4% | 0.90% | -13.3% |
| CNMD | Buy | CONMED CORP | $12,471,000 | +130.8% | 196,923 | +85.8% | 0.90% | +112.0% |
| TRTN | Buy | TRITON INTL LTD/BERMUDA | $12,414,000 | -5.7% | 405,699 | +15.4% | 0.90% | -13.5% |
| EXAS | Buy | EXACT SCIENCES | $12,084,000 | +10.5% | 299,630 | +44.0% | 0.87% | +1.5% |
| IVC | Buy | INVACARE | $11,311,000 | +5.2% | 650,031 | +1.9% | 0.82% | -3.4% |
| ROLL | Buy | RBC BEARINGS | $11,156,000 | +1.1% | 89,820 | +2.9% | 0.81% | -7.1% |
| EXTR | Buy | EXTREME NETWORKS | $10,813,000 | +29.9% | 976,817 | +46.9% | 0.78% | +19.2% |
| CSOD | New | CORNERSTONE ONDEMAND | $10,760,000 | – | 275,122 | +100.0% | 0.78% | – |
| BOOM | Buy | DMC GLOBAL INC | $10,715,000 | +133.6% | 400,578 | +118.8% | 0.77% | +114.4% |
| BOX | Buy | BOX INC | $10,520,000 | +4.4% | 511,937 | +7.3% | 0.76% | -4.2% |
| KNSL | Buy | KINSALE CAPITAL GROUP | $10,392,000 | +14.9% | 202,450 | +0.7% | 0.75% | +5.3% |
| EVBG | Buy | EVERBRIDGE | $10,330,000 | +43.4% | 282,238 | +16.5% | 0.75% | +31.8% |
| CVGW | Buy | CALAVO GROWERS | $10,209,000 | +12.4% | 110,732 | +2.9% | 0.74% | +3.2% |
| VCTR | New | VICTORY CAPITAL CLASS A | $10,163,000 | – | 826,249 | +100.0% | 0.73% | – |
| TTD | Buy | TRADE DESK INC CLASS A | $9,567,000 | +8.8% | 192,814 | +0.3% | 0.69% | 0.0% |
| TTGT | New | TECHTARGET INC | $9,480,000 | – | 476,846 | +100.0% | 0.68% | – |
| NEO | Buy | NEOGENOMICS | $9,106,000 | -6.7% | 1,115,974 | +1.3% | 0.66% | -14.3% |
| XLRN | Buy | ACCELERON PHARMA | $9,100,000 | -5.2% | 232,746 | +2.9% | 0.66% | -13.0% |
| HA | Buy | HAWAIIAN HOLDINGS | $9,078,000 | +56.0% | 234,576 | +60.6% | 0.66% | +43.2% |
| PPBI | Buy | PACIFIC PREMIER BANCORP | $8,732,000 | +10.9% | 217,222 | +10.4% | 0.63% | +1.9% |
| AIN | Buy | ALBANY INT'L | $8,555,000 | +3.6% | 136,442 | +1.5% | 0.62% | -4.9% |
| LLNW | Buy | LIMELIGHT NETWORKS | $8,207,000 | +689.9% | 1,996,760 | +747.6% | 0.59% | +623.2% |
| TNC | Buy | TENNANT CO | $7,965,000 | -6.1% | 117,646 | +0.8% | 0.58% | -13.8% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $7,519,000 | +17.5% | 83,639 | +16.2% | 0.54% | +8.0% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $7,517,000 | +42.6% | 92,907 | +3.4% | 0.54% | +30.8% |
| ANGO | Buy | ANGIO DYNAMICS | $7,130,000 | +9.7% | 413,305 | +5.8% | 0.52% | +0.8% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS | $7,038,000 | +20.0% | 456,100 | +16.6% | 0.51% | +10.2% |
| UPLD | Buy | UPLAND SOFTWARE | $6,997,000 | +60.5% | 243,025 | +20.7% | 0.50% | +47.2% |
| FRPT | Buy | FRESHPET INC | $6,797,000 | -12.9% | 413,214 | +0.3% | 0.49% | -20.0% |
| POWI | Buy | POWER INTEGRATIONS | $6,599,000 | -5.7% | 96,543 | +1.5% | 0.48% | -13.3% |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $6,570,000 | +13.7% | 90,192 | +1.0% | 0.47% | +4.2% |
| MOD | Buy | MODINE MANUFACTURING | $6,510,000 | +6.0% | 307,800 | +1.2% | 0.47% | -2.7% |
| LAWS | Buy | LAWSON PRODUCTS | $6,450,000 | +6.3% | 255,441 | +4.2% | 0.47% | -2.3% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $6,451,000 | -10.4% | 518,173 | +0.6% | 0.47% | -17.7% |
| CRCM | Buy | CARE.COM INC | $6,390,000 | +60.4% | 392,737 | +77.8% | 0.46% | +47.3% |
| RTEC | Buy | RUDOLPH TECH | $6,373,000 | +16.7% | 230,063 | +0.6% | 0.46% | +7.0% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $6,338,000 | +0.2% | 289,014 | +8.3% | 0.46% | -7.8% |
| STAG | Buy | STAG INDUSTRIAL | $6,197,000 | -10.7% | 259,087 | +2.0% | 0.45% | -18.1% |
| CRZO | Buy | CARRIZO OIL AND GAS | $6,161,000 | +58.6% | 385,059 | +110.9% | 0.44% | +45.4% |
| QTWO | New | Q2 HOLDINGS | $6,156,000 | – | 135,142 | +100.0% | 0.44% | – |
| GTN | Buy | GRAY TELEVISION | $6,117,000 | +59.4% | 481,680 | +110.3% | 0.44% | +46.4% |
| RGEN | Buy | REPLIGEN | $5,750,000 | +433.9% | 158,929 | +435.1% | 0.42% | +388.2% |
| MGNX | Buy | MACROGENICS | $5,517,000 | +65.5% | 219,264 | +25.0% | 0.40% | +51.9% |
| GDI | Buy | GARDNER DENVER | $5,235,000 | +109.3% | 170,636 | +131.5% | 0.38% | +91.9% |
| MINI | Buy | MOBILE MINI | $5,137,000 | +26.2% | 118,093 | +0.1% | 0.37% | +15.9% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $4,961,000 | +12.7% | 404,983 | +3.1% | 0.36% | +3.5% |
| HBIO | Buy | HARVARD BIOSCIENCE | $4,808,000 | +55.7% | 961,647 | +2.8% | 0.35% | +42.8% |
| PUMP | Buy | PROPETRO HOLDING | $4,632,000 | +76.9% | 291,481 | +124.4% | 0.33% | +62.1% |
| CTMX | Buy | CytomX THERAPEUTICS | $4,626,000 | +140.4% | 162,592 | +78.4% | 0.33% | +121.2% |
| CEVA | Buy | CEVA | $4,222,000 | -19.4% | 116,619 | +2.8% | 0.30% | -26.0% |
| PRFT | Buy | PERFICIENT | $4,059,000 | +20.3% | 177,082 | +0.1% | 0.29% | +10.6% |
| RDWR | Buy | RADWARE | $3,966,000 | +23.2% | 185,751 | +11.9% | 0.29% | +13.0% |
| TWLO | Buy | TWILIO | $3,867,000 | +100.8% | 101,276 | +24.1% | 0.28% | +84.8% |
| SMCI | Buy | SUPER MICRO COMPUTER | $3,813,000 | -6.5% | 224,278 | +15.1% | 0.28% | -14.3% |
| ECPG | Buy | ENCORE CAP GROUP | $3,573,000 | +51.6% | 79,052 | +41.2% | 0.26% | +39.5% |
| TCMD | Buy | TACTILE SYSTEMS TECHNOLOGY | $3,450,000 | +12.5% | 108,496 | +2.5% | 0.25% | +3.3% |
| GSVC | Buy | GSV CAPITAL | $3,261,000 | +60.0% | 432,463 | +15.6% | 0.24% | +46.9% |
| CAI | Buy | CAI INTERNATIONAL, INC | $3,134,000 | +267.8% | 147,405 | +389.9% | 0.23% | +237.3% |
| WW | New | WEIGHT WATCHERS | $3,092,000 | – | 48,530 | +100.0% | 0.22% | – |
| CYBR | Buy | CYBERARK SOFTWARE | $2,981,000 | +23.4% | 58,423 | +0.1% | 0.22% | +13.2% |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $2,905,000 | +199.8% | 802,521 | +68.1% | 0.21% | +176.3% |
| ADSW | Buy | ADVANCED DISPOSAL SERVICES INC | $2,875,000 | +10.2% | 129,049 | +18.4% | 0.21% | +1.5% |
| AFHIF | Buy | ATLAS FINANCIAL HOLDINGS | $2,872,000 | +2.4% | 277,482 | +103.3% | 0.21% | -6.3% |
| PFPT | Buy | PROOFPOINT | $2,824,000 | +28.0% | 24,848 | +0.0% | 0.20% | +17.2% |
| ZAGG | Buy | ZAGG INC | $2,722,000 | +15.3% | 223,116 | +74.3% | 0.20% | +5.9% |
| ZS | New | ZSCALER INC | $2,721,000 | – | 96,950 | +100.0% | 0.20% | – |
| JNCE | Buy | JOUNCE THERAPEUTICS | $2,695,000 | +79.1% | 120,585 | +2.1% | 0.20% | +65.3% |
| CARO | New | CAROLINA FINANCIAL | $2,703,000 | – | 68,806 | +100.0% | 0.20% | – |
| REI | New | RING ENERGY | $2,429,000 | – | 169,291 | +100.0% | 0.18% | – |
| DXCM | Buy | DEXCOM INC | $2,273,000 | +53.3% | 30,647 | +18.6% | 0.16% | +40.2% |
| CTG | Buy | COMPUTER TASK GROUP | $2,138,000 | +213.5% | 261,083 | +95.2% | 0.15% | +185.2% |
| HDSN | Buy | HUDSON TECHNOLOGIES | $1,805,000 | +279.2% | 365,372 | +366.1% | 0.13% | +251.4% |
| BGCP | Buy | BGC PARTNERS INC | $1,763,000 | +30.6% | 131,104 | +46.7% | 0.13% | +19.8% |
| PFIE | New | PROFIRE ENERGY | $1,638,000 | – | 600,051 | +100.0% | 0.12% | – |
| NEWR | Buy | NEW RELIC | $1,621,000 | +121.8% | 21,869 | +72.8% | 0.12% | +105.3% |
| CYRX | New | CRYOPORT | $1,510,000 | – | 175,594 | +100.0% | 0.11% | – |
| FNSR | Buy | FINISAR | $1,475,000 | -22.2% | 93,298 | +0.1% | 0.11% | -28.2% |
| ENSV | Buy | ENSERVCO | $1,444,000 | +68.1% | 1,586,453 | +19.0% | 0.10% | +52.9% |
| KIN | Buy | KINDRED BIOSCIENCES | $1,430,000 | +19.6% | 165,262 | +30.6% | 0.10% | +9.6% |
| VIVE | Buy | VIVEVE MEDICAL INC | $1,332,000 | +128.5% | 363,899 | +210.3% | 0.10% | +108.7% |
| KNX | Buy | KNIGHT-SWIFT TRANS | $1,320,000 | +48.5% | 28,696 | +41.1% | 0.10% | +35.7% |
| IPHI | Buy | INPHI | $1,170,000 | -5.6% | 38,855 | +14.8% | 0.08% | -13.4% |
| APPS | Buy | DIGITAL TURBINE INC | $1,154,000 | +55.7% | 574,211 | +38.7% | 0.08% | +43.1% |
| WIFI | Buy | BOINGO WIRELESS | $1,146,000 | +18.5% | 46,266 | +7.7% | 0.08% | +9.2% |
| COLL | New | COLLEGIUM PHARMACEUTICAL | $1,114,000 | – | 43,600 | +100.0% | 0.08% | – |
| WGO | New | WINNEBAGO | $993,000 | – | 26,420 | +100.0% | 0.07% | – |
| VST | Buy | VISTRA ENERGY | $986,000 | +20.1% | 47,314 | +5.6% | 0.07% | +9.2% |
| P | Buy | PANDORA | $791,000 | +13.3% | 157,300 | +8.6% | 0.06% | +3.6% |
| IOTS | New | ADESTO TECHNOLOGIES | $554,000 | – | 74,867 | +100.0% | 0.04% | – |
| MARK | Buy | REMARK HOLDINGS | $442,000 | +178.0% | 77,791 | +375.0% | 0.03% | +146.2% |
| ZFGN | New | ZAFGEN INC | $448,000 | – | 60,144 | +100.0% | 0.03% | – |
| AVEO | Buy | AVEO PHARMACEUTICALS | $448,000 | +17.3% | 154,378 | +12.8% | 0.03% | +6.7% |
| TOCA | Buy | TOCAGEN | $434,000 | +17.3% | 36,599 | +1.5% | 0.03% | +6.9% |
| CSTE | New | CAESARSTONE LTD | $374,000 | – | 19,031 | +100.0% | 0.03% | – |
| PTI | New | PROTEOSTASIS THERAPEUTICS | $335,000 | – | 70,534 | +100.0% | 0.02% | – |
| VSTM | Buy | VERASTEM | $334,000 | +9.2% | 112,220 | +12.7% | 0.02% | 0.0% |
| A | Buy | AGILENT TECHNOLOGIES | $258,000 | +16.7% | 3,856 | +16.7% | 0.02% | +11.8% |
| STLD | New | STEEL DYNAMICS | $258,000 | – | 5,841 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
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 | 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.