Granahan Investment Management Q1 2021 13F Holdings

Granahan Investment Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
KRNT KORNIT DIGITAL LIMITEDAdd  $226,112
13.3%
2,281,191
1.9%
4.80%
7.1%
MGNI MAGNITE INCReduce  $212,771
3.2%
5,113,469
-23.9%
4.51%
-2.5%
ETSY ETSY INCAdd  $185,719
26.1%
920,907
11.2%
3.94%
19.1%
ENPH ENPHASE ENERGY INCReduce  $179,139
-24.0%
1,104,703
-17.7%
3.80%
-28.2%
LPSN LIVEPERSON INCReduce  $159,197
-15.4%
3,018,533
-0.2%
3.38%
-20.1%
AXON AXON ENTERPRISE INCReduce  $136,025
1.1%
955,099
-13.1%
2.88%
-4.5%
APPS DIGITAL TURBINE, INCReduce  $125,664
22.8%
1,563,767
-13.5%
2.66%
16.1%
WK WORKIVA INCAdd  $124,229
1.5%
1,407,538
5.3%
2.63%
-4.1%
KLIC KULICKE AND SOFFA INDU...Add  $121,870
172.2%
2,481,582
76.3%
2.58%
157.1%
GTLS CHART INDUSTRIES INCAdd  $115,350
112.4%
810,330
75.8%
2.45%
100.7%
CSGP COSTAR GROUP INCAdd  $113,970
-0.3%
138,668
12.1%
2.42%
-5.8%
SPSC SPS COMMERCE INCReduce  $103,235
-11.3%
1,039,525
-3.1%
2.19%
-16.2%
EVH EVOLENT HEALTH, INCAdd  $95,415
42.0%
4,723,511
12.7%
2.02%
34.2%
BRKS BROOKS AUTOMATIONReduce  $94,573
8.5%
1,158,268
-9.8%
2.00%
2.5%
TWOU 2U INCAdd  $94,405
62.0%
2,469,408
69.6%
2.00%
53.1%
PRCH PORCH GROUP INCAdd  $86,903
48.3%
4,909,784
19.6%
1.84%
40.2%
CHGG CHEGG INCReduce  $80,595
-17.2%
940,872
-12.7%
1.71%
-21.7%
PAYC PAYCOM SOFTWARE INCReduce  $74,875
-28.0%
202,331
-12.0%
1.59%
-31.9%
BFAM BRIGHT HORIZONS FAMILY...Reduce  $73,043
-17.2%
426,028
-16.4%
1.55%
-21.7%
OSIS OSI SYSTEMS INCReduce  $61,705
-4.8%
642,095
-7.6%
1.31%
-10.0%
SPT SPROUT SOCIAL INCReduce  $58,274
-39.8%
1,008,892
-52.7%
1.24%
-43.1%
VCYT VERACYTE INCAdd  $56,907
114.9%
1,058,737
95.7%
1.21%
103.2%
EEFT EURONET WORLDWIDE, INCAdd  $56,463
72.2%
408,266
80.4%
1.20%
62.6%
NLS NAUTILUS INCAdd  $56,266
122.4%
3,597,568
157.9%
1.19%
110.0%
HQY HEALTHEQUITY INCAdd  $53,572
37.1%
787,818
40.6%
1.14%
29.5%
DMYD DMY TECHNOLOGY GROUP I...Reduce  $49,664
-17.8%
3,376,177
-1.8%
1.05%
-22.4%
CRICUT INCNew  $48,3892,445,1311.03%
LOVE LOVESAC COMPANYReduce  $46,426
16.6%
820,255
-11.2%
0.98%
10.2%
CLDR CLOUDERA INCAdd  $44,670
6.5%
3,670,468
21.7%
0.95%
0.5%
STMP STAMPSCOM INCAdd  $43,734
66.3%
219,205
63.5%
0.93%
57.1%
CSOD CORNERSTONE ONDEMAND, INCAdd  $43,131
33.4%
989,703
34.8%
0.92%
26.0%
MSP DATTO HLDG CORPAdd  $41,469
21.9%
1,810,077
43.7%
0.88%
15.2%
OSW ONESPAWORLD HOLDINGS L...Reduce  $40,635
-6.8%
3,815,450
-11.3%
0.86%
-12.0%
DOMO DOMO INCAdd  $40,173
27.0%
713,683
43.9%
0.85%
20.0%
BMBL BUMBLE INCNew  $39,807638,1390.84%
LGND LIGAND PHARMACEUTICALS...Add  $38,179
98.6%
250,436
29.5%
0.81%
87.5%
GLOB GLOBANT S AAdd  $36,976
6.1%
178,105
11.2%
0.78%
0.3%
ORGO ORGANOGENESIS HOLDINGS...Add  $36,629
226.8%
2,010,348
35.1%
0.78%
208.3%
CSIQ CANADIAN SOLAR INCAdd  $31,730
29.1%
639,330
33.3%
0.67%
21.9%
CMCO COLUMBUS MCKINNON CORP...Reduce  $31,414
31.2%
595,418
-4.4%
0.67%
23.8%
STRA STRATEGIC EDUCATION INCReduce  $29,847
-27.4%
324,742
-24.7%
0.63%
-31.4%
QTRX QUANTERIX CORPORATIONAdd  $28,233
58.8%
482,855
26.3%
0.60%
50.1%
VCTR VICTORY CAPITAL HOLDIN...Reduce  $27,786
-0.9%
1,087,088
-3.8%
0.59%
-6.4%
LQDT LIQUIDITY SVCS INCAdd  $27,075
86.6%
1,457,207
59.8%
0.57%
76.1%
AFFIMED N VAdd  $26,773
154.1%
3,384,738
87.0%
0.57%
140.7%
EVER EVERQUOTE INCReduce  $24,559
-11.0%
676,755
-8.4%
0.52%
-16.0%
CNMD CONMED CORPORATIONReduce  $22,774
-4.0%
174,394
-17.6%
0.48%
-9.2%
MASS 908 DEVICES INCNew  $21,978453,1460.47%
WDC WESTERN DIGITAL CORPReduce  $21,916
19.5%
328,327
-0.9%
0.46%
12.9%
SPNS SAPIENS INTERNATIONAL ...Add  $21,480
26.1%
675,674
21.4%
0.46%
19.1%
LXFR LUXFER HOLDINGS PLCReduce  $20,995
5.1%
986,615
-18.9%
0.44%
-0.7%
VCEL VERICEL CORPORATIONReduce  $20,900
-38.0%
376,229
-65.5%
0.44%
-41.5%
AERI AERIE PHARMACEUTICALS INCAdd  $20,717
359.5%
1,159,309
247.3%
0.44%
334.7%
SSTI SHOTSPOTTER INCORPORATIONReduce  $20,602
-11.1%
587,453
-4.4%
0.44%
-16.0%
VIEW VIEW INCNew  $19,7562,669,7790.42%
ICAD ICAD INCNew  $19,692928,0100.42%
CSTL CASTLE BIOSCIENCES INCAdd  $19,458
27.7%
284,221
25.2%
0.41%
20.8%
FLEX FLEX LIMITEDAdd  $19,011
426.9%
1,038,258
417.4%
0.40%
397.5%
PLOW DOUGLAS DYNAMICS IReduce  $18,435
-10.8%
399,454
-17.3%
0.39%
-15.7%
CSII CARDIOVASCULAR SYSReduce  $18,068
-13.1%
471,265
-0.8%
0.38%
-17.8%
JRVR JAMES RIVER GROUP HOLD...Add  $17,589
5.3%
385,546
13.5%
0.37%
-0.5%
ALTG ALTA EQUIPMENT GROUP INCReduce  $17,474
14.9%
1,344,137
-12.7%
0.37%
8.8%
NEO NEOGENOMICS INCReduce  $17,327
-30.3%
359,256
-22.2%
0.37%
-34.2%
NTLA INTELLIA THERAPEUTICS INCAdd  $16,805
152.9%
209,389
71.4%
0.36%
138.9%
PRO PROS HOLDINGS INCReduce  $16,166
-26.2%
380,372
-11.8%
0.34%
-30.3%
CYRX CRYOPORT INCReduce  $15,758
-3.1%
302,986
-18.2%
0.33%
-8.5%
THRM GENTHERM INCAdd  $15,453
47.1%
208,521
29.5%
0.33%
39.0%
CSSE CHICKEN SOUP FOR THE S...New  $15,273634,7880.32%
RUSHA RUSH ENTERPRISESReduce  $15,270
2.4%
306,434
-14.9%
0.32%
-3.3%
ACTG ACACIA RESEARCHNew  $14,9562,248,9500.32%
SILK SILK ROAD MEDICAL INCAdd  $14,681
387.6%
289,846
506.2%
0.31%
357.4%
IIPR INNOVATIVE INDUSTRIAL ...reitReduce  $14,151
-16.4%
78,545
-15.0%
0.30%
-21.1%
LAWS LAWSON PRODUCTSReduce  $13,888
-15.7%
267,793
-17.2%
0.29%
-20.5%
TITN TITAN MACHINERY INCReduce  $13,705
11.2%
537,437
-14.8%
0.29%
5.1%
NTNX NUTANIX INCAdd  $13,179
0.3%
496,212
20.3%
0.28%
-5.4%
WSC WILLSCOT MOBILE MINI H...Add  $13,066
30.7%
470,857
9.1%
0.28%
23.7%
VRNS VARONIS SYSTEMS INCAdd  $12,826
20.6%
249,825
284.4%
0.27%
13.8%
TCBI TEXAS CAPITAL BANCSHAR...Add  $11,901
33.9%
167,803
12.3%
0.25%
26.0%
LOPE GRAND CANYON EDUCANew  $11,901111,1220.25%
NPTN NEOPHOTONICS CORPAdd  $11,517
97.8%
963,794
50.5%
0.24%
86.3%
GTN GRAY TELEVISION, INCAdd  $11,391
55.8%
619,062
51.5%
0.24%
47.6%
BLFS BIOLIFE SOLUTIONSAdd  $11,367
46.8%
315,755
62.6%
0.24%
38.5%
ROLL RBC BEARINGS INCReduce  $11,296
-6.6%
57,409
-15.0%
0.24%
-11.4%
MTRN MATERION CORPReduce  $11,301
-11.3%
170,603
-14.7%
0.24%
-16.1%
LAD LITHIA MOTORS INCORPOR...Add  $11,093
109.1%
28,436
56.8%
0.24%
97.5%
INSM INSMED INCReduce  $11,017
-4.9%
323,459
-7.0%
0.23%
-10.0%
SMED SHARPS COMPLIANCE CORPAdd  $10,859
87.8%
755,692
23.5%
0.23%
76.9%
BGCP BGC PARTNERS, INCAdd  $10,597
93.5%
2,194,037
60.2%
0.22%
82.9%
XLRN ACCELERON PHARMA INCAdd  $10,364
38.5%
76,424
30.7%
0.22%
31.0%
ENPC EXECUTIVE NETWORK PTNR...New  $10,3831,068,2540.22%
EPZM EPIZYME INCAdd  $10,296
11.0%
1,182,072
38.4%
0.22%
4.8%
CLNE CLEAN ENERGY FUELS CORPNew  $10,204742,6220.22%
AKTS AKOUSTIS TECHNOLOGIES INCAdd  $10,141
90.8%
760,219
74.9%
0.22%
80.7%
CAI CAI INTERNATIONAL INCNew  $9,984219,3230.21%
ENTA ENANTA PHARMACEUTICALS...Reduce  $9,539
-1.9%
193,416
-16.3%
0.20%
-7.3%
POWI POWER INTEGRATIONSAdd  $9,448
41.1%
115,958
41.8%
0.20%
33.3%
FLXN FLEXION THERAPEUTICS INCReduce  $9,389
-31.8%
1,049,081
-12.0%
0.20%
-35.6%
NMRK NEWMARK GROUP INCAdd  $9,353
81.6%
934,844
32.3%
0.20%
70.7%
ECHO ECHO GLOBAL LOGISTICS,...New  $9,010286,8630.19%
STNG SCORPIO TANKERS INCReduce  $8,968
-51.7%
485,785
-70.7%
0.19%
-54.4%
ESPR ESPERION THERAPEUTICS INCReduce  $8,862
-24.3%
315,920
-29.9%
0.19%
-28.5%
ATRC ATRICURE INCReduce  $8,702
-5.3%
132,822
-19.6%
0.18%
-10.2%
VAPO VAPOTHERM INCReduce  $8,407
-27.2%
349,989
-18.6%
0.18%
-31.3%
CWST CASELLA WASTE SYSTEMS,...Reduce  $8,401
-0.9%
132,153
-3.5%
0.18%
-6.3%
HBIO HARVARD BIOSCIENCEReduce  $8,296
26.9%
1,519,323
-0.3%
0.18%
19.7%
CHEF CHEFS WAREHOUSE INAdd  $8,031
314.4%
263,656
249.5%
0.17%
295.3%
SHSP SHARPSPRING INCAdd  $7,916
22.0%
494,736
24.1%
0.17%
15.1%
SIBN SI BONE INCAdd  $7,900
20.5%
248,362
13.2%
0.17%
14.3%
CTSO CYTOSORBENTS CORPAdd  $7,917
23.0%
912,154
12.9%
0.17%
16.7%
MGNX MACROGENICS INCReduce  $7,812
17.9%
245,277
-15.4%
0.17%
11.4%
SIMO SILICON MOTION TECadrNew  $7,768130,7930.16%
BEAM BEAM THERAPEUTICS INCReduce  $7,731
-17.0%
96,591
-15.3%
0.16%
-21.5%
AIRG AIRGAIN INCAdd  $7,458
25.2%
351,944
5.0%
0.16%
17.9%
CIEN CIENA CORPORATIONReduce  $7,375
-30.1%
134,781
-32.5%
0.16%
-34.2%
KPTI KARYOPHARM THERAPEUTIC...Add  $7,263
-6.6%
690,410
37.4%
0.15%
-12.0%
VICR VICOR CORPAdd  $7,201
19.1%
84,689
29.2%
0.15%
12.5%
ENPCU EXECUTIVE NETWORK PTNR...Reduce  $7,100
-64.2%
712,170
-8.3%
0.15%
-66.1%
RGEN REPLIGEN CORPORATIONAdd  $7,101
38.9%
36,528
36.9%
0.15%
31.3%
PRFT PERFICIENT INCAdd  $6,986
26.9%
118,979
3.0%
0.15%
19.4%
AMERESCO INCNew  $6,892141,7240.15%
STIM NEURONETICS INCAdd  $6,866
1616.5%
555,062
1442.3%
0.15%
1522.2%
INMD INMODE LTDNew  $6,77093,5530.14%
CEVA CEVA INCReduce  $6,725
-26.6%
119,773
-40.5%
0.14%
-30.6%
IAC IAC INTERACTIVECORP NEWAdd  $6,597
23.1%
30,498
7.8%
0.14%
16.7%
ARRY ARRAY TECHNOLOGIES INCNew  $6,422215,3600.14%
KIDS ORTHOPEDIATRICS CORPAdd  $6,362
25.7%
130,502
6.3%
0.14%
18.4%
PRPL PURPLE INNOVATION, INCReduce  $6,270
-72.3%
198,090
-71.1%
0.13%
-73.8%
XNCR XENCOR INCReduce  $6,139
-19.8%
142,576
-18.7%
0.13%
-24.4%
PLUG PLUG POWER INCReduce  $6,138
-32.6%
171,255
-36.2%
0.13%
-36.3%
RPD RAPID7 INCORPORATIONAdd  $6,098
-14.3%
81,737
3.5%
0.13%
-19.4%
PRTK PARATEK PHARMACEUTICAL...Add  $6,055
67.9%
857,578
48.9%
0.13%
58.0%
CRSP CRISPR THERAPEUTICS AGReduce  $5,882
-32.8%
48,275
-15.6%
0.12%
-36.5%
BPMC BLUEPRINT MEDICINES CORPReduce  $5,728
-47.8%
58,907
-39.8%
0.12%
-50.8%
PSTG PURE STORAGE INCAdd  $5,706
-0.7%
264,916
4.2%
0.12%
-6.2%
TTGT TECHTARGET INCReduce  $5,602
16.9%
80,656
-0.5%
0.12%
10.2%
TTD THE TRADE DESK INCAdd  $5,583
-15.5%
8,567
3.9%
0.12%
-20.3%
EDIT EDITAS MEDICINE INCReduce  $5,506
-49.4%
131,104
-15.5%
0.12%
-52.0%
HCAT HEALTH CATALYST INCAdd  $5,368
11.9%
114,777
4.1%
0.11%
5.6%
BLDP BALLARD PWR SYS INC NEWAdd  $5,232
21.4%
214,937
16.7%
0.11%
14.4%
WNS WNS HOLDINGS LTDadrAdd  $5,135
14.5%
70,885
13.9%
0.11%
7.9%
SPRO SPERO THERAPEUTICS INCReduce  $5,036
-38.2%
342,113
-18.6%
0.11%
-41.5%
TTEK TETRA TECH INCReduce  $4,984
7.0%
36,721
-8.7%
0.11%
1.0%
VG VONAGE HOLDINGS CORPOR...Reduce  $4,829
-36.4%
408,549
-30.7%
0.10%
-40.0%
CTG COMPUTER TASK GRPReduce  $4,817
50.1%
504,365
-3.8%
0.10%
41.7%
AXTI AXT INCAdd  $4,652
64.2%
399,010
34.8%
0.10%
54.7%
TPTX TURNING POINT THERAPEU...Reduce  $4,674
-55.5%
49,413
-42.7%
0.10%
-58.1%
BMRA BIOMERICA INCAdd  $4,532
78.1%
830,058
62.5%
0.10%
68.4%
CERS CERUS CORPNew  $4,459741,8530.10%
BCRX BIOCRYST PHARMACTLNew  $4,372429,9020.09%
PTC PTC INCAdd  $4,174
16.6%
30,325
1.4%
0.09%
11.2%
KIN KINDRED BIOSCIENCES INCAdd  $4,130
27.3%
831,029
10.4%
0.09%
20.5%
LLNW LIMELIGHT NETWORKSReduce  $4,145
-74.2%
1,160,975
-71.2%
0.09%
-75.6%
KNSL KINSALE CAPITAL GROUP INCAdd  $3,893
37.3%
23,625
66.7%
0.08%
29.7%
ONTO ONTO INNOVATION INCAdd  $3,937
42.4%
59,908
3.0%
0.08%
33.9%
RDWR RADWAREAdd  $3,720
2.5%
142,624
9.0%
0.08%
-2.5%
WIX WIX COM LIMITEDAdd  $3,535
98.2%
12,662
77.4%
0.08%
87.5%
JNCE JOUNCE THERAPEUTICS INCReduce  $3,481
24.3%
338,969
-15.3%
0.07%
17.5%
ABMD ABIOMED INCReduce  $3,270
-22.7%
10,260
-21.4%
0.07%
-27.4%
QLYS QUALYS INCAdd  $3,189
-10.6%
30,432
4.0%
0.07%
-15.0%
ZS ZSCALER INCReduce  $3,046
-89.9%
17,741
-88.3%
0.06%
-90.4%
SLAB SILICON LABORATORIES, INCAdd  $3,034
16.0%
21,508
4.7%
0.06%
8.5%
MPWR MONOLITHIC PWR SYSReduce  $2,757
-4.6%
7,805
-1.1%
0.06%
-10.8%
SGMO SANGAMO THERAPEUTICS INCReduce  $2,737
-32.0%
218,468
-15.3%
0.06%
-35.6%
LFMD LIFE MDNew  $2,648167,3580.06%
PRLB PROTO LABS INCAdd  $2,584
-11.7%
21,227
11.3%
0.06%
-16.7%
PFPT PROOFPOINT, INCAdd  $2,433
-1.1%
19,341
7.2%
0.05%
-5.5%
NLTX NEOLEUKIN THERAPEUTICS...Reduce  $2,468
-28.9%
200,518
-18.6%
0.05%
-33.3%
NEWR NEW RELIC INCAdd  $2,394
0.4%
38,945
6.8%
0.05%
-5.6%
GAN GAN LIMITEDReduce  $2,377
-52.2%
130,593
-46.7%
0.05%
-55.4%
SEER SEER INCNew  $2,33846,7350.05%
HUBS HUBSPOT INCReduce  $2,202
-94.7%
4,848
-95.4%
0.05%
-95.0%
XERS XERIS PHARMACEUTICALS INCAdd  $1,956
27.2%
433,710
38.7%
0.04%
17.1%
AUTL AUTOLUS THERAPEUTICS PLCadrReduce  $1,954
-53.1%
340,947
-26.8%
0.04%
-55.9%
CYBR CYBER-ARK SOFTWARE LIM...Reduce  $1,841
-55.4%
14,232
-44.3%
0.04%
-58.1%
RNG RINGCENTRAL INCAdd  $1,735
-18.1%
5,824
4.2%
0.04%
-22.9%
BL BLACKLINE INCReduce  $1,727
-96.1%
15,936
-95.2%
0.04%
-96.3%
XENE XENON PHARMACEUTICALS INCReduce  $1,487
-36.9%
83,088
-45.8%
0.03%
-39.6%
TW TRADEWEB MARKETS INCAdd  $1,395
19.2%
18,856
0.7%
0.03%
15.4%
FENC FENNEC PHARMSReduce  $1,349
-54.1%
217,295
-45.0%
0.03%
-56.1%
HDSN HUDSON TECHNOLOGESReduce  $1,124
-2.7%
698,171
-34.1%
0.02%
-7.7%
PCRX PACIRA BIOSCIENCES INCReduce  $1,085
-92.1%
15,478
-93.3%
0.02%
-92.6%
FREQ FREQUENCY THERAPEUTICS...Reduce  $972
-77.4%
102,317
-16.2%
0.02%
-78.4%
ECPG ENCORE CAPITAL GROUP INCReduce  $1,001
-73.8%
24,880
-74.6%
0.02%
-75.6%
COUP COUPA SOFTWARE INCORPO...Reduce  $936
-97.7%
3,678
-96.9%
0.02%
-97.8%
TARA PROTARA THERAPEUTICS INCNew  $81952,0260.02%
CNTG CENTOGENE N VReduce  $726
-56.4%
59,835
-61.2%
0.02%
-59.5%
MPAA MOTORCAR PARTS OFAdd  $638
54.1%
28,341
34.3%
0.01%
55.6%
XENT INTERSECT ENT INCNew  $28913,8270.01%
ENPCWS EXECUTIVE NETWORK PTNR...warrNew  $225267,0630.01%
CDTX CIDARA THERAPEUTICS INCReduce  $133
-85.9%
50,075
-89.4%
0.00%
-85.7%
ETTX ENTASIS THERAPEUTICS H...Reduce  $22
-89.6%
10,064
-88.3%
0.00%
-100.0%
NABRIVA THERAPEUTICS PLCSold out  $0-127,029-0.01%
DERMTECH INCSold out  $0-16,679-0.01%
TACT TRANSACT TECHNOLOGIES INCSold out  $0-79,419-0.01%
OTIC OTONOMY INCSold out  $0-137,465-0.02%
ARGX ARGENX SE ADRadrSold out  $0-4,064-0.03%
RMBL RUMBLEON INC COM CL BSold out  $0-40,658-0.03%
CTMX CYTOMX THERAPEUTICSSold out  $0-279,218-0.04%
AGX Argan IncSold out  $0-41,697-0.04%
EXAS EXACT SCIENCESSold out  $0-15,876-0.05%
PCTY PAYLOCITY HOLDINGS CORPSold out  $0-10,544-0.05%
EXPE EXPEDIA GROUP INCSold out  $0-18,204-0.05%
BLUE BLUEBIRD BIO INCSold out  $0-60,085-0.06%
TER TERADYNESold out  $0-23,563-0.06%
IRTC IRHYTHM TECHNOLOGIES INCSold out  $0-12,274-0.06%
SAH SONIC AUTOMOTIVE INCSold out  $0-91,376-0.08%
EOSE EOS ENERGY ENTERPRISES...Sold out  $0-261,041-0.12%
PRG PROG HLDGS INCSold out  $0-186,087-0.22%
GNMK GENMARK DIAGNOSTICSold out  $0-794,825-0.26%
LMND LEMONADE INCSold out  $0-122,199-0.34%
QDEL QUIDEL CORPORATIONSold out  $0-112,812-0.46%
ONEM 1Life HealthcareSold out  $0-536,587-0.53%
PHR PHREESIA INCSold out  $0-494,096-0.60%
CFII CF FINANCE ACQUISITION...Sold out  $0-2,862,310-0.71%
EHTH EHEALTH INCSold out  $0-731,807-1.16%