$2.77 Billion is the total value of Granahan Investment Management's 191 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 32.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXON | Buy | AXON ENTERPRISE | $121,106,000 | +66.6% | 1,234,138 | +20.2% | 4.38% | +11.9% |
| KRNT | Buy | KORNIT DIGITAL | $83,714,000 | +120.4% | 1,568,269 | +2.8% | 3.03% | +47.9% |
| CSGP | Buy | COSTAR CORP | $81,856,000 | +22.2% | 115,182 | +1.0% | 2.96% | -18.0% |
| EHTH | Buy | EHEALTH INC | $65,542,000 | -14.1% | 667,160 | +23.1% | 2.37% | -42.4% |
| STRA | Buy | STRATEGIC EDUCATION | $55,401,000 | +27.5% | 360,567 | +16.0% | 2.00% | -14.4% |
| MGNI | New | MAGNITE | $52,414,000 | – | 7,858,116 | +100.0% | 1.90% | – |
| BRKS | Buy | BROOKS AUTOMATION | $51,315,000 | +48.7% | 1,159,930 | +2.5% | 1.86% | -0.2% |
| HQY | Buy | HEALTHEQUITY | $48,369,000 | +122.0% | 824,431 | +91.4% | 1.75% | +49.1% |
| OSIS | Buy | OSI SYSTEMS | $47,956,000 | +24.9% | 642,498 | +15.3% | 1.73% | -16.2% |
| EVER | Buy | EVERQUOTE INC | $41,833,000 | +194.5% | 719,267 | +32.9% | 1.51% | +97.6% |
| TWOU | Buy | 2U INC | $37,290,000 | +177.5% | 982,349 | +55.1% | 1.35% | +86.2% |
| BFAM | Buy | BRIGHT HORIZONS | $33,873,000 | +87.8% | 289,021 | +63.4% | 1.22% | +26.2% |
| BL | New | BLACKLINE | $30,235,000 | – | 364,676 | +100.0% | 1.09% | – |
| WK | New | WORKIVA CLASS A | $23,472,000 | – | 438,813 | +100.0% | 0.85% | – |
| LOVE | Buy | LOVESAC | $23,442,000 | +433.6% | 893,719 | +18.6% | 0.85% | +257.4% |
| SAH | Buy | SONIC AUTOMOTIVE INC | $23,072,000 | +1035.4% | 723,037 | +372.5% | 0.83% | +665.1% |
| CYRX | Buy | CRYOPORT | $21,442,000 | +110.5% | 708,829 | +18.8% | 0.78% | +41.4% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $20,734,000 | +31.7% | 537,713 | +8.4% | 0.75% | -11.6% |
| EVH | Buy | EVOLENT HEALTH | $20,501,000 | +205.4% | 2,879,315 | +132.9% | 0.74% | +105.3% |
| IMMU | Buy | IMMUNOMEDICS | $19,647,000 | +180.1% | 554,372 | +6.5% | 0.71% | +87.8% |
| ROLL | Buy | RBC BEARINGS | $19,490,000 | +42.7% | 145,403 | +20.1% | 0.70% | -4.2% |
| NEO | Buy | NEOGENOMICS | $19,416,000 | +14.1% | 626,719 | +1.7% | 0.70% | -23.4% |
| CMCO | Buy | COLUMBUS MCKINNON CORPORATION | $19,416,000 | +45.8% | 580,457 | +9.0% | 0.70% | -2.1% |
| VCEL | Buy | VERICEL CORPORATION | $18,860,000 | +183.5% | 1,364,674 | +88.1% | 0.68% | +90.5% |
| DBX | Buy | DROPBOX INC | $18,501,000 | +185.0% | 849,824 | +137.0% | 0.67% | +91.1% |
| CLDR | Buy | CLOUDERA, INC | $18,148,000 | +101.8% | 1,426,692 | +24.9% | 0.66% | +35.5% |
| EEFT | Buy | EURONET | $17,845,000 | +286.0% | 186,236 | +245.4% | 0.64% | +159.0% |
| VCTR | Buy | VICTORY CAPITAL CLASS A | $17,570,000 | +37.7% | 1,022,131 | +31.0% | 0.64% | -7.6% |
| SSTI | Buy | SHOTSPOTTER | $17,396,000 | -6.5% | 690,314 | +2.0% | 0.63% | -37.2% |
| OSW | Buy | ONESPAWORLD HOLDINGS LTD | $17,288,000 | +111.2% | 3,624,242 | +79.7% | 0.62% | +41.7% |
| HZO | Buy | MARINEMAX INC | $16,821,000 | +178.4% | 751,257 | +29.5% | 0.61% | +87.1% |
| ESPR | Buy | ESPERION THERAPEUTICS | $15,997,000 | +120.2% | 311,776 | +35.3% | 0.58% | +47.8% |
| MTRN | Buy | MATERION CORPORATION | $15,913,000 | +127.0% | 258,786 | +29.3% | 0.58% | +52.5% |
| VCYT | Buy | VERACYTE INC | $15,870,000 | +50.5% | 612,753 | +41.3% | 0.57% | +1.1% |
| CNMD | Buy | CONMED CORP | $14,677,000 | +34.5% | 203,881 | +7.0% | 0.53% | -9.5% |
| PCRX | Buy | PACIRA BIOSCIENCES INC | $14,149,000 | +98.1% | 269,663 | +26.6% | 0.51% | +33.0% |
| QTWO | Buy | Q2 HOLDINGS | $14,058,000 | +51.3% | 163,870 | +4.2% | 0.51% | +1.6% |
| SLQT | New | SELECTQUOTE | $13,551,000 | – | 534,963 | +100.0% | 0.49% | – |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $13,323,000 | +206.9% | 1,714,725 | +68.7% | 0.48% | +106.0% |
| INSM | Buy | INSMED | $13,047,000 | +101.9% | 473,765 | +17.5% | 0.47% | +35.6% |
| GTLS | Buy | CHART INDUSTRIES | $11,731,000 | +98.3% | 241,927 | +18.5% | 0.42% | +32.9% |
| POWI | Buy | POWER INTEGRATIONS | $10,897,000 | +48.6% | 92,242 | +11.1% | 0.39% | -0.3% |
| CSTL | Buy | CASTLE BIOSCIENCES | $10,388,000 | +755.7% | 275,630 | +576.7% | 0.38% | +478.5% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $10,313,000 | +35.0% | 205,400 | +38.2% | 0.37% | -9.5% |
| FLXN | Buy | FLEXION THERAPEUTICS INC | $10,202,000 | +83.7% | 775,813 | +9.9% | 0.37% | +23.4% |
| RPD | Buy | RAPID7 | $9,882,000 | +33.3% | 193,682 | +13.2% | 0.36% | -10.5% |
| WDC | Buy | WESTERN DIGITAL | $9,677,000 | +1631.1% | 219,178 | +1531.2% | 0.35% | +1066.7% |
| ATRC | Buy | ATRICURE | $9,693,000 | +34.5% | 215,640 | +0.5% | 0.35% | -9.8% |
| QTRX | Buy | QUANTERIX CORPORATION | $9,614,000 | +184.4% | 351,018 | +90.8% | 0.35% | +91.2% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $9,259,000 | -9.7% | 293,484 | +0.8% | 0.34% | -39.3% |
| ONTO | Buy | ONTO INNOVATION | $9,092,000 | +15.9% | 267,101 | +1.1% | 0.33% | -22.0% |
| MINI | Buy | MOBILE MINI | $8,689,000 | +286.5% | 294,538 | +243.7% | 0.31% | +159.5% |
| BPMC | New | BLUEPRINT MEDICINES CORP | $8,637,000 | – | 110,726 | +100.0% | 0.31% | – |
| PRO | Buy | PROS HOLDING | $8,385,000 | +43.4% | 188,725 | +0.1% | 0.30% | -3.8% |
| KPTI | New | Karyopharm Therapeutics | $8,297,000 | – | 438,081 | +100.0% | 0.30% | – |
| CIEN | Buy | CIENA | $7,815,000 | +176.5% | 144,282 | +103.3% | 0.28% | +86.2% |
| CWST | Buy | CASELLA WASTE SYSTEMS | $7,325,000 | +112.9% | 140,542 | +59.5% | 0.26% | +43.2% |
| VAPO | New | Vapotherm | $7,321,000 | – | 178,598 | +100.0% | 0.26% | – |
| BLUE | New | BLUEBIRD BIO | $6,468,000 | – | 105,966 | +100.0% | 0.23% | – |
| GAN | New | GAN Ltd | $6,294,000 | – | 247,314 | +100.0% | 0.23% | – |
| PRPL | New | PURPLE INNOVATION | $5,702,000 | – | 316,768 | +100.0% | 0.21% | – |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $5,451,000 | +230.6% | 176,564 | +137.4% | 0.20% | +121.3% |
| AUTL | Buy | AUTOLUS | $5,302,000 | +193.4% | 330,747 | +9.6% | 0.19% | +97.9% |
| KIDS | Buy | ORTHOPEDIATRICS | $4,937,000 | +20.2% | 112,809 | +8.9% | 0.18% | -19.5% |
| NLTX | New | NEOLEUKIN THERAPEUTICS | $4,562,000 | – | 274,808 | +100.0% | 0.16% | – |
| PRFT | Buy | PERFICIENT | $4,566,000 | +71.8% | 127,591 | +30.1% | 0.16% | +15.4% |
| MTN | Buy | VAIL RESORTS INC | $4,213,000 | +235.7% | 23,127 | +172.2% | 0.15% | +123.5% |
| ECPG | Buy | ENCORE CAP GROUP | $4,067,000 | +177.6% | 118,995 | +90.0% | 0.15% | +86.1% |
| NTNX | Buy | NUTANIX | $3,834,000 | +103.1% | 161,732 | +35.4% | 0.14% | +36.3% |
| WNS | Buy | WNS HOLDINGS LTD | $3,761,000 | +58.6% | 68,410 | +24.0% | 0.14% | +6.2% |
| LQDT | Buy | LIQUIDITY SERVICES | $3,566,000 | +73.7% | 598,264 | +13.0% | 0.13% | +16.2% |
| JNCE | Buy | JOUNCE THERAPEUTICS | $3,559,000 | +183.6% | 515,748 | +95.3% | 0.13% | +89.7% |
| STNG | Buy | SCORPIO TANKERS | $3,411,000 | -15.1% | 266,289 | +26.7% | 0.12% | -43.1% |
| VRNS | Buy | VARONIS SYSTEMS | $3,378,000 | +208.2% | 38,173 | +121.8% | 0.12% | +106.8% |
| RDWR | Buy | RADWARE | $3,338,000 | +14.6% | 141,495 | +2.3% | 0.12% | -22.9% |
| CRSP | Buy | CRISPR THERAPEUTICS | $3,206,000 | +121.6% | 43,625 | +27.8% | 0.12% | +48.7% |
| CYBR | Buy | CYBERARK SOFTWARE | $3,166,000 | +50.3% | 31,887 | +29.5% | 0.11% | +0.9% |
| CTMX | Buy | CYTOMX THERAPEUTICS | $2,983,000 | +46.4% | 358,122 | +34.8% | 0.11% | -1.8% |
| TER | Buy | TERADYNE | $2,973,000 | +56.6% | 35,177 | +0.4% | 0.11% | +4.9% |
| NEWR | Buy | NEW RELIC | $2,945,000 | +56.7% | 42,740 | +5.2% | 0.11% | +5.0% |
| PRLB | Buy | PROTO LABS | $2,860,000 | +48.3% | 25,430 | +0.4% | 0.10% | -1.0% |
| JRVR | New | JAMES RIVER GROUP | $2,826,000 | – | 62,808 | +100.0% | 0.10% | – |
| XNCR | Buy | XENCOR | $2,781,000 | +8.8% | 85,869 | +0.4% | 0.10% | -26.8% |
| NPTN | Buy | NEOPHOTONICS CORP | $2,667,000 | +57.3% | 300,338 | +28.4% | 0.10% | +5.5% |
| AERI | Buy | AERI PHARMACEUTICALS | $2,442,000 | +52.9% | 165,494 | +39.9% | 0.09% | +2.3% |
| ICPT | Buy | INTERCEPT PHARMACEUTICALS | $2,412,000 | -23.5% | 50,342 | +0.5% | 0.09% | -48.8% |
| PFPT | Buy | PROOFPOINT | $2,352,000 | +14.7% | 21,164 | +5.9% | 0.08% | -22.7% |
| SLAB | Buy | SILICON LABORATORIES INC | $2,356,000 | +36.6% | 23,497 | +16.4% | 0.08% | -8.6% |
| AIRG | New | AIRGAIN INC | $2,062,000 | – | 191,971 | +100.0% | 0.08% | – |
| EDIT | Buy | EDITAS MEDICINE | $2,080,000 | +92.4% | 70,305 | +28.9% | 0.08% | +29.3% |
| SHSP | Buy | SHARPSPRING | $1,989,000 | +62.5% | 226,580 | +12.2% | 0.07% | +9.1% |
| EXPE | New | EXPEDIA | $1,851,000 | – | 22,518 | +100.0% | 0.07% | – |
| NTLA | Buy | INTELLIA THERAPEUTICS | $1,604,000 | +120.9% | 76,305 | +28.6% | 0.06% | +48.7% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES | $1,368,000 | +66.0% | 164,979 | +7.6% | 0.05% | +11.4% |
| ORGO | Buy | ORGANOGENESIS HLDGS INC | $1,345,000 | +45.6% | 350,280 | +22.5% | 0.05% | -2.0% |
| ANGI | New | ANGI HOME SERVICES | $1,122,000 | – | 92,335 | +100.0% | 0.04% | – |
| FANG | New | DIAMONDBACK ENERGY | $1,127,000 | – | 26,952 | +100.0% | 0.04% | – |
| SGMO | Buy | SANGAMO BIOSCIENCES | $1,111,000 | +72.5% | 123,951 | +22.6% | 0.04% | +14.3% |
| Buy | NABRIVA THERAPEUTICS PLC | $933,000 | +526.2% | 1,383,192 | +434.2% | 0.03% | +325.0% | |
| BIO | New | BIO-RAD LABORATORIES, INC. | $929,000 | – | 2,058 | +100.0% | 0.03% | – |
| XERS | New | XERIS PHARMACEUTICALS | $905,000 | – | 340,403 | +100.0% | 0.03% | – |
| TYL | New | TYLER TECHNOLOGIES | $910,000 | – | 2,621 | +100.0% | 0.03% | – |
| JOUT | New | JOUT OUTDOORS INC CL A | $892,000 | – | 9,798 | +100.0% | 0.03% | – |
| MTCH | New | MATCH GROUP | $738,000 | – | 6,893 | +100.0% | 0.03% | – |
| AIN | New | ALBANY INTERNATIONAL CORP | $555,000 | – | 9,453 | +100.0% | 0.02% | – |
| IR | New | INGERSOLL RAND | $552,000 | – | 19,650 | +100.0% | 0.02% | – |
| YNDX | New | YANDEX NV | $501,000 | – | 10,012 | +100.0% | 0.02% | – |
| TACT | Buy | TRANSACT TECHNOLOGIES INC | $389,000 | +54.4% | 84,878 | +4.7% | 0.01% | 0.0% |
| GWRE | New | GUIDEWIRE SOFTWARE | $292,000 | – | 2,635 | +100.0% | 0.01% | – |
| BMRA | New | BIOMERICA | $183,000 | – | 25,184 | +100.0% | 0.01% | – |
| HDSN | New | HUDSON TECHNOLOGIES | $93,000 | – | 92,410 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.