$4.03 Billion is the total value of Granahan Investment Management's 178 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNT | Buy | KORNIT DIGITAL LTD | $190,711,000 | -41.5% | 2,306,335 | +7.7% | 4.73% | -29.4% |
| EVH | Sell | EVOLENT HEALTH INCcl a | $146,214,000 | +5.7% | 4,526,760 | -9.4% | 3.63% | +27.5% |
| AXON | Sell | AXON ENTERPRISE INC | $137,510,000 | -16.6% | 998,401 | -5.0% | 3.41% | +0.6% |
| ENPH | Buy | ENPHASE ENERGY INC | $136,875,000 | +43.0% | 678,338 | +29.7% | 3.40% | +72.5% |
| CSGP | Buy | COSTAR GROUP INC | $126,464,000 | +24.0% | 1,898,569 | +47.2% | 3.14% | +49.5% |
| SPSC | Sell | SPS COMM INC | $125,500,000 | -15.9% | 956,553 | -8.8% | 3.12% | +1.4% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $122,236,000 | -18.5% | 352,896 | -2.3% | 3.04% | -1.7% |
| MGNI | Buy | MAGNITE INC | $120,591,000 | -18.8% | 9,128,749 | +7.6% | 2.99% | -2.0% |
| APPS | Buy | DIGITAL TURBINE INC | $109,162,000 | -24.4% | 2,491,711 | +5.2% | 2.71% | -8.8% |
| ETSY | Buy | ETSY INC | $106,451,000 | -19.0% | 856,545 | +42.7% | 2.64% | -2.3% |
| CHGG | Buy | CHEGG INC | $94,256,000 | +89.7% | 2,598,021 | +60.5% | 2.34% | +128.7% |
| ZETA | Sell | ZETA GLOBAL HOLDINGS CORPcl a | $80,544,000 | +37.8% | 6,317,193 | -9.0% | 2.00% | +66.3% |
| BRKS | Sell | AZENTA INC | $76,631,000 | -20.5% | 924,596 | -1.1% | 1.90% | -4.2% |
| GTLS | Buy | CHART INDS INC | $66,283,000 | +51.4% | 385,880 | +40.6% | 1.64% | +82.6% |
| SSYS | Sell | STRATASYS LTD | $61,690,000 | +3.4% | 2,429,702 | -0.3% | 1.53% | +24.7% |
| EEFT | Sell | EURONET WORLDWIDE INC | $59,241,000 | +2.1% | 455,172 | -6.5% | 1.47% | +23.2% |
| PRCH | Buy | PORCH GROUP INC | $57,961,000 | -20.9% | 8,345,679 | +77.7% | 1.44% | -4.5% |
| HQY | Buy | HEALTHEQUITY INC | $55,908,000 | +53.8% | 829,000 | +0.9% | 1.39% | +85.6% |
| VCYT | Buy | VERACYTE INC | $54,057,000 | -26.9% | 1,960,736 | +9.3% | 1.34% | -11.8% |
| ARRY | Buy | ARRAY TECHNOLOGIES INC | $52,526,000 | -17.5% | 4,660,721 | +14.8% | 1.30% | -0.5% |
| OSIS | Sell | OSI SYSTEMS INC | $50,765,000 | -14.0% | 596,391 | -5.8% | 1.26% | +3.7% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $49,037,000 | -17.0% | 369,562 | -21.3% | 1.22% | +0.1% |
| LOVE | Buy | LOVESAC COMPANY | $48,142,000 | +2.0% | 890,522 | +25.0% | 1.20% | +22.9% |
| Sell | LIFE TIME GROUP HOLDINGS INC | $47,748,000 | -19.4% | 3,283,876 | -4.7% | 1.18% | -2.9% | |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $44,911,000 | -13.8% | 801,698 | -6.8% | 1.12% | +4.0% |
| WK | Sell | WORKIVA INC | $44,923,000 | -64.4% | 380,706 | -60.6% | 1.12% | -57.0% |
| BMBL | Buy | BUMBLE INC | $44,167,000 | +87.5% | 1,524,034 | +119.0% | 1.10% | +126.0% |
| LPSN | Sell | LIVEPERSON INC | $41,836,000 | -34.1% | 1,713,202 | -3.6% | 1.04% | -20.5% |
| TREE | Sell | LENDINGTREE INC NEW | $40,538,000 | -8.2% | 338,746 | -6.0% | 1.01% | +10.7% |
| MSP | Sell | DATTO HLDG CORP | $36,922,000 | -15.0% | 1,381,830 | -16.2% | 0.92% | +2.6% |
| LQDT | Buy | LIQUIDITY SVCS INC | $36,198,000 | -12.0% | 2,114,382 | +13.4% | 0.90% | +6.1% |
| Buy | ENOVIX CORPORATION | $36,019,000 | -46.9% | 2,524,087 | +1.5% | 0.89% | -36.0% | |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $35,606,000 | +12.6% | 793,715 | +7.6% | 0.88% | +35.8% |
| OSTK | Buy | OVERSTOCK COM INC DEL | $35,349,000 | -16.0% | 803,288 | +12.6% | 0.88% | +1.4% |
| DOMO | Sell | DOMO INC | $35,230,000 | -1.8% | 696,650 | -3.7% | 0.88% | +18.6% |
| QTRX | Buy | QUANTERIX CORP | $33,656,000 | +7.5% | 1,152,982 | +56.1% | 0.84% | +29.6% |
| POWI | Sell | POWER INTEGRATIONS INC | $29,801,000 | -0.7% | 321,546 | -0.4% | 0.74% | +19.9% |
| VRNS | Buy | VARONIS SYS INC | $28,658,000 | +12.8% | 602,822 | +15.7% | 0.71% | +35.9% |
| COUP | New | COUPA SOFTWARE INC | $26,463,000 | – | 260,383 | +100.0% | 0.66% | – |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $25,035,000 | -20.7% | 590,441 | -13.4% | 0.62% | -4.3% |
| OSW | Sell | ONESPAWORLD HOLDINGS LIMITED | $24,534,000 | -17.8% | 2,405,337 | -19.3% | 0.61% | -0.8% |
| VCTR | Sell | VICTORY CAP HLDGS INC | $24,168,000 | -24.8% | 837,149 | -4.8% | 0.60% | -9.2% |
| LAD | Sell | LITHIA MTRS INC | $23,534,000 | -14.9% | 78,414 | -15.8% | 0.58% | +2.6% |
| VCEL | Buy | VERICEL CORP | $22,842,000 | +0.9% | 597,654 | +3.7% | 0.57% | +21.7% |
| GENI | Buy | GENIUS SPORTS LIMITEDshares cl a | $22,751,000 | +4.0% | 4,945,762 | +71.8% | 0.56% | +25.6% |
| PSTG | Sell | PURE STORAGE INCcl a | $22,706,000 | -4.9% | 643,058 | -12.3% | 0.56% | +14.9% |
| Buy | VITA COCO CO INC | $21,956,000 | +4.7% | 2,450,435 | +30.5% | 0.54% | +26.2% | |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $20,960,000 | -32.1% | 535,661 | -29.1% | 0.52% | -18.1% |
| PRO | Buy | PROS HOLDINGS INC | $20,964,000 | +18.2% | 629,373 | +22.4% | 0.52% | +42.5% |
| EVER | Sell | EVERQUOTE INC | $20,681,000 | -18.4% | 1,278,201 | -21.1% | 0.51% | -1.7% |
| RVLV | New | REVOLVE GROUP INCcl a | $20,484,000 | – | 381,520 | +100.0% | 0.51% | – |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $20,239,000 | +30.0% | 374,867 | +44.2% | 0.50% | +56.9% |
| SPT | Sell | SPROUT SOCIAL INC | $20,178,000 | -28.1% | 251,847 | -18.6% | 0.50% | -13.2% |
| JRVR | Buy | JAMES RIV GROUP LTD | $19,238,000 | -11.5% | 777,615 | +3.1% | 0.48% | +6.9% |
| CEVA | Buy | CEVA INC | $19,229,000 | +29.1% | 473,044 | +37.4% | 0.48% | +55.9% |
| AMBA | Buy | AMBARELLA INC | $19,137,000 | +103.2% | 182,400 | +293.0% | 0.48% | +144.8% |
| TCBI | Sell | TEXAS CAP BANCSHARES INC | $17,874,000 | -17.6% | 311,883 | -13.4% | 0.44% | -0.4% |
| LLNW | Buy | LIMELIGHT NETWORKS INC | $17,831,000 | +99.6% | 3,415,867 | +31.2% | 0.44% | +140.8% |
| INMD | Buy | INMODE LTD | $17,465,000 | +16.5% | 473,178 | +122.7% | 0.43% | +40.5% |
| SSTI | Sell | SHOTSPOTTER INC | $17,278,000 | -8.7% | 623,315 | -2.7% | 0.43% | +10.3% |
| PRFT | Buy | PERFICIENT INC | $16,788,000 | -2.5% | 152,495 | +14.6% | 0.42% | +17.8% |
| RPD | Buy | RAPID7 INC | $16,775,000 | +3.2% | 150,796 | +9.2% | 0.42% | +24.6% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $16,755,000 | -15.7% | 81,574 | +7.9% | 0.42% | +1.7% |
| SIBN | Sell | SI-BONE INC | $16,672,000 | +1.6% | 737,712 | -0.2% | 0.41% | +22.5% |
| MASS | Buy | 908 DEVICES INC | $16,210,000 | -21.2% | 852,712 | +7.2% | 0.40% | -5.2% |
| Sell | FIRST WATCH RESTAURANT GROUP | $15,966,000 | -35.8% | 1,223,454 | -17.5% | 0.40% | -22.7% | |
| NTRA | Buy | NATERA INC | $15,637,000 | +90.2% | 384,402 | +336.7% | 0.39% | +129.6% |
| GLOB | Sell | GLOBANT S A | $15,198,000 | -68.6% | 57,994 | -62.3% | 0.38% | -62.1% |
| ORGO | Sell | ORGANOGENESIS HLDGS INC | $15,101,000 | -27.4% | 1,981,763 | -11.9% | 0.38% | -12.4% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $15,045,000 | +61.2% | 171,653 | +57.1% | 0.37% | +94.3% |
| MLAB | Buy | MESA LABS INC | $14,596,000 | -4.6% | 57,267 | +22.8% | 0.36% | +14.9% |
| HCAT | Buy | HEALTH CATALYST INC | $14,578,000 | -13.1% | 557,899 | +31.7% | 0.36% | +4.9% |
| ALTG | Sell | ALTA EQUIPMENT GROUP INC | $14,555,000 | -31.6% | 1,177,564 | -19.0% | 0.36% | -17.6% |
| AERI | Buy | AERIE PHARMACEUTICALS INC | $14,459,000 | +66.3% | 1,588,944 | +28.3% | 0.36% | +100.6% |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $13,856,000 | -14.4% | 609,604 | +40.3% | 0.34% | +3.3% |
| Buy | HAGERTY INC | $13,871,000 | -23.1% | 1,285,499 | +1.1% | 0.34% | -7.3% | |
| MTRN | Sell | MATERION CORP | $13,764,000 | -37.5% | 160,537 | -33.0% | 0.34% | -24.7% |
| VICR | Buy | VICOR CORP | $13,795,000 | -16.4% | 195,536 | +50.4% | 0.34% | +0.6% |
| Buy | DEFINITIVE HEALTHCARE CORP | $13,297,000 | +63.1% | 539,425 | +80.8% | 0.33% | +96.4% | |
| ROLL | Sell | RBC BEARINGS INC | $13,299,000 | -15.8% | 68,595 | -12.3% | 0.33% | +1.5% |
| AMRC | New | AMERESCO INCcl a | $12,969,000 | – | 163,130 | +100.0% | 0.32% | – |
| ELY | Buy | CALLAWAY GOLF CO | $12,880,000 | +134.1% | 549,974 | +174.3% | 0.32% | +183.2% |
| CNMD | Sell | CONMED CORP | $12,048,000 | -45.5% | 81,102 | -48.0% | 0.30% | -34.3% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $11,397,000 | +49.1% | 1,753,426 | +53.2% | 0.28% | +80.3% |
| AFMD | Sell | AFFIMED N V | $11,086,000 | -40.6% | 2,536,928 | -24.9% | 0.28% | -28.4% |
| VECO | Buy | VEECO INSTRS INC DEL | $10,592,000 | +0.3% | 389,560 | +5.1% | 0.26% | +21.2% |
| ICAD | Sell | ICAD INC | $10,571,000 | -38.4% | 2,370,273 | -0.5% | 0.26% | -25.8% |
| KNSL | Sell | KINSALE CAP GROUP INC | $10,185,000 | -47.7% | 44,669 | -45.4% | 0.25% | -36.9% |
| OLK | Buy | OLINK HLDG ABsponsored ads | $10,127,000 | +227.3% | 573,426 | +237.3% | 0.25% | +292.2% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $10,007,000 | +84.2% | 156,646 | +208.8% | 0.25% | +121.4% |
| DAR | Sell | DARLING INGREDIENTS INC | $9,966,000 | -47.4% | 123,985 | -54.7% | 0.25% | -36.7% |
| SRI | Sell | STONERIDGE INC | $9,857,000 | -4.9% | 474,803 | -9.6% | 0.24% | +15.0% |
| TTGT | Buy | TECHTARGET INC | $9,722,000 | -10.7% | 119,613 | +5.1% | 0.24% | +7.6% |
| SIMO | Sell | SILICON MOTION TECHNOLOGY COsponsored adr | $9,574,000 | -40.8% | 143,273 | -15.8% | 0.24% | -28.5% |
| SI | New | SILVERGATE CAP CORPcl a | $9,570,000 | – | 63,556 | +100.0% | 0.24% | – |
| WNS | Buy | WNS HLDGS LTDspon adr | $9,409,000 | -0.4% | 110,058 | +2.8% | 0.23% | +20.6% |
| TDUP | Sell | THREDUP INCcl a | $9,391,000 | -70.3% | 1,219,610 | -50.7% | 0.23% | -64.2% |
| IMGN | Buy | IMMUNOGEN INC | $9,319,000 | -0.9% | 1,957,719 | +54.6% | 0.23% | +19.7% |
| HBIO | Sell | HARVARD BIOSCIENCE INC | $9,046,000 | -22.6% | 1,456,749 | -12.1% | 0.22% | -6.6% |
| RDWR | Buy | RADWARE LTDord | $8,679,000 | -17.5% | 271,471 | +7.5% | 0.22% | -0.9% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $8,341,000 | -40.0% | 1,043,916 | +3.9% | 0.21% | -27.6% |
| LXFR | Sell | LUXFER HOLDINGS PLC | $8,209,000 | -54.2% | 488,607 | -47.4% | 0.20% | -44.7% |
| Buy | PORTILLOS INC | $8,088,000 | +147.5% | 329,336 | +278.3% | 0.20% | +200.0% | |
| INSM | Buy | INSMED INC | $8,081,000 | -2.9% | 343,877 | +12.5% | 0.20% | +17.5% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $8,031,000 | +18.3% | 262,705 | +20.9% | 0.20% | +42.1% |
| FATE | Buy | FATE THERAPEUTICS INC | $7,946,000 | +1.8% | 204,945 | +53.6% | 0.20% | +22.4% |
| APLS | Buy | APELLIS PHARMACEUTICALS INC | $7,821,000 | +97.8% | 153,923 | +84.1% | 0.19% | +139.5% |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $7,769,000 | -4.3% | 1,250,975 | -31.6% | 0.19% | +15.6% |
| BCRX | Sell | BIOCRYST PHARMACEUTICALS INC | $7,633,000 | -51.3% | 469,430 | -58.5% | 0.19% | -41.3% |
| CIEN | Sell | CIENA CORP | $7,538,000 | -22.3% | 124,332 | -1.3% | 0.19% | -6.5% |
| ONTO | Buy | ONTO INNOVATION INC | $7,459,000 | -12.0% | 85,846 | +2.6% | 0.18% | +6.3% |
| ACTG | Sell | ACACIA RESH CORP | $7,459,000 | -38.2% | 1,653,869 | -29.7% | 0.18% | -25.7% |
| KNSA | Buy | KINIKSA PHARMACEUTICALS LTD | $7,377,000 | +4.5% | 742,158 | +23.8% | 0.18% | +26.2% |
| WIX | Buy | WIX COM LTD | $7,348,000 | -31.9% | 70,347 | +2.9% | 0.18% | -18.0% |
| SKIN | Buy | THE BEAUTY HEALTH COMPANY | $7,157,000 | +71.0% | 423,994 | +144.8% | 0.18% | +107.0% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $7,134,000 | +28.3% | 226,050 | +64.5% | 0.18% | +55.3% |
| AMWL | Buy | AMERICAN WELL CORPcl a | $7,104,000 | -16.9% | 1,687,504 | +19.2% | 0.18% | 0.0% |
| NTNX | Buy | NUTANIX INCcl a | $7,001,000 | -9.3% | 261,055 | +7.7% | 0.17% | +9.4% |
| QLYS | Buy | QUALYS INC | $6,783,000 | +7.2% | 47,633 | +3.3% | 0.17% | +29.2% |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $6,730,000 | -50.8% | 92,609 | -20.0% | 0.17% | -40.8% |
| AXTI | Buy | AXT INC | $6,654,000 | -9.6% | 947,901 | +13.5% | 0.16% | +9.3% |
| ATRC | Sell | ATRICURE INC | $6,476,000 | -18.5% | 98,611 | -13.7% | 0.16% | -1.8% |
| RUSHA | Sell | RUSH ENTERPRISES INCcl a | $6,417,000 | -56.3% | 126,043 | -52.2% | 0.16% | -47.4% |
| BEAM | Buy | BEAM THERAPEUTICS INC | $6,201,000 | -6.7% | 108,227 | +29.8% | 0.15% | +12.4% |
| THRM | Sell | GENTHERM INC | $6,008,000 | -69.1% | 82,256 | -63.2% | 0.15% | -62.8% |
| PTC | Buy | PTC INC | $6,007,000 | -0.3% | 55,765 | +12.1% | 0.15% | +20.2% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $5,781,000 | +60.4% | 92,106 | +93.7% | 0.14% | +94.6% |
| HSKA | Buy | HESKA CORP | $5,690,000 | +12.0% | 41,149 | +47.8% | 0.14% | +34.3% |
| BMRA | Buy | BIOMERICA INC | $5,229,000 | +21.9% | 1,169,841 | +6.1% | 0.13% | +47.7% |
| XNCR | Buy | XENCOR INC | $5,212,000 | +5.8% | 195,338 | +59.0% | 0.13% | +27.7% |
| NMRK | Sell | NEWMARK GROUP INCcl a | $4,944,000 | -71.1% | 310,528 | -66.0% | 0.12% | -65.1% |
| LAWS | Sell | LAWSON PRODS INC | $4,950,000 | -60.1% | 128,436 | -43.4% | 0.12% | -52.0% |
| SLAB | Buy | SILICON LABORATORIES INC | $4,910,000 | -22.6% | 32,687 | +6.4% | 0.12% | -6.9% |
| MPAA | Sell | MOTORCAR PTS AMER INC | $4,643,000 | -70.0% | 260,430 | -71.3% | 0.12% | -63.9% |
| GTN | Sell | GRAY TELEVISION INC | $4,596,000 | -60.9% | 208,267 | -64.2% | 0.11% | -52.9% |
| PRTA | Buy | PROTHENA CORP PLC | $4,539,000 | +1.9% | 124,106 | +37.6% | 0.11% | +22.8% |
| WDC | Buy | WESTERN DIGITAL CORP. | $4,489,000 | -19.0% | 90,407 | +6.4% | 0.11% | -2.6% |
| RGEN | New | REPLIGEN CORP | $4,415,000 | – | 23,475 | +100.0% | 0.11% | – |
| NEWR | Buy | NEW RELIC INC | $4,402,000 | -34.9% | 65,820 | +7.0% | 0.11% | -21.6% |
| Buy | DERMTECH INC | $4,374,000 | +88.2% | 297,952 | +102.6% | 0.11% | +127.1% | |
| HLIT | Buy | HARMONIC INC | $4,310,000 | -20.5% | 463,968 | +0.6% | 0.11% | -4.5% |
| SMED | Sell | SHARPS COMPLIANCE CORP | $4,237,000 | -30.5% | 718,201 | -16.0% | 0.10% | -16.0% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $3,996,000 | +5.4% | 8,228 | +7.1% | 0.10% | +26.9% |
| AIRG | Buy | AIRGAIN INC | $3,870,000 | -27.8% | 510,509 | +1.2% | 0.10% | -12.7% |
| CTSO | Buy | CYTOSORBENTS CORP | $3,879,000 | -16.3% | 1,215,928 | +10.0% | 0.10% | +1.1% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $3,751,000 | -62.5% | 412,183 | -15.7% | 0.09% | -54.9% |
| New | ARCHER AVIATION INC | $3,756,000 | – | 780,950 | +100.0% | 0.09% | – | |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $3,657,000 | +4.2% | 21,671 | +7.0% | 0.09% | +26.4% |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $3,551,000 | -11.0% | 34,041 | +4.4% | 0.09% | +7.3% |
| CTG | Sell | COMPUTER TASK GROUP INC | $3,477,000 | -42.9% | 355,857 | -41.7% | 0.09% | -31.2% |
| PLRX | Buy | PLIANT THERAPEUTICS INC | $3,430,000 | -7.0% | 489,334 | +79.1% | 0.08% | +11.8% |
| CRVL | Buy | CORVEL CORP | $3,412,000 | -17.3% | 20,256 | +2.1% | 0.08% | 0.0% |
| Buy | ARTERIS INC | $3,267,000 | -31.7% | 251,328 | +10.9% | 0.08% | -17.3% | |
| RVNC | Sell | REVANCE THERAPEUTICS INC | $3,153,000 | -10.8% | 161,695 | -25.3% | 0.08% | +6.8% |
| ENTA | Sell | ENANTA PHARMACEUTICALS INC | $3,090,000 | -77.7% | 43,414 | -76.6% | 0.08% | -73.0% |
| CCXI | New | CHEMOCENTRYX INC | $3,078,000 | – | 122,767 | +100.0% | 0.08% | – |
| NEO | Sell | NEOGENOMICS INC | $2,976,000 | -83.3% | 244,924 | -53.0% | 0.07% | -79.8% |
| CHEF | Sell | CHEFS WHSE INC | $2,965,000 | -77.3% | 90,962 | -76.8% | 0.07% | -72.5% |
| SILK | Sell | SILK RD MED INC | $2,838,000 | -68.9% | 68,728 | -67.9% | 0.07% | -62.8% |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $2,820,000 | +45.1% | 169,685 | +46.0% | 0.07% | +75.0% |
| VERI | Buy | VERITONE INC | $2,696,000 | -6.5% | 147,497 | +15.0% | 0.07% | +13.6% |
| PLOW | Sell | DOUGLAS DYNAMICS INC | $2,611,000 | -79.7% | 75,488 | -77.1% | 0.06% | -75.5% |
| Buy | CARIBOU BIOSCIENCES INC | $2,632,000 | +112.4% | 286,672 | +249.1% | 0.06% | +150.0% | |
| TITN | Sell | TITAN MACHY INC | $2,593,000 | -79.8% | 91,772 | -75.9% | 0.06% | -75.8% |
| SWAV | New | SHOCKWAVE MED INC | $2,376,000 | – | 11,457 | +100.0% | 0.06% | – |
| GDYN | New | GRID DYNAMICS HLDGS INCcl a | $2,362,000 | – | 167,765 | +100.0% | 0.06% | – |
| RNLX | Sell | RENALYTIX PLCads | $2,286,000 | -72.4% | 330,279 | -36.6% | 0.06% | -66.7% |
| CYRX | Sell | CRYOPORT INC | $2,255,000 | -84.2% | 64,598 | -73.2% | 0.06% | -80.9% |
| ARCT | Buy | ARCTURUS THERAPEUTICS HLDGS | $1,748,000 | -14.8% | 64,851 | +17.0% | 0.04% | +2.4% |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $1,502,000 | -94.8% | 76,001 | -92.1% | 0.04% | -93.8% |
| Sell | XERIS BIOPHARMA HOLDINGS INC | $1,037,000 | -32.5% | 405,247 | -22.8% | 0.03% | -18.8% | |
| LFMD | Buy | LIFEMD INC | $1,044,000 | +399.5% | 295,747 | +448.1% | 0.03% | +550.0% |
| LGND | Sell | LIGAND PHARMACEUTICALS INC | $1,019,000 | -90.5% | 9,063 | -86.9% | 0.02% | -88.6% |
| SMLR | New | SEMLER SCIENTIFIC INC | $971,000 | – | 19,596 | +100.0% | 0.02% | – |
| SPRO | Sell | SPERO THERAPEUTICS INC | $986,000 | -83.7% | 113,322 | -70.1% | 0.02% | -80.8% |
| ME | Sell | 23ANDME HOLDING CO | $800,000 | -54.5% | 208,748 | -20.9% | 0.02% | -44.4% |
| RCEL | Buy | AVITA MEDICAL INC | $219,000 | -15.8% | 25,782 | +18.6% | 0.01% | 0.0% |
| ENPCWS | Sell | EXECUTIVE NETWORK PARTNERING*w exp 09/25/202 | $121,000 | -57.1% | 384,577 | -7.5% | 0.00% | -50.0% |
| FREQ | Exit | FREQUENCY THERAPEUTICS INC | $0 | – | -39,346 | -100.0% | -0.00% | – |
| MITK | Exit | MITEK SYS INC | $0 | – | -25,242 | -100.0% | -0.01% | – |
| JNCE | Exit | JOUNCE THERAPEUTICS INC | $0 | – | -168,424 | -100.0% | -0.03% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -42,813 | -100.0% | -0.06% | – |
| MGNX | Exit | MACROGENICS INC | $0 | – | -199,541 | -100.0% | -0.07% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -125,183 | -100.0% | -0.07% | – |
| PRTK | Exit | PARATEK PHARMACEUTICALS INC | $0 | – | -749,740 | -100.0% | -0.07% | – |
| SWIR | Exit | SIERRA WIRELESS INC | $0 | – | -191,508 | -100.0% | -0.07% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -43,503 | -100.0% | -0.08% | – |
| CERS | Exit | CERUS CORP | $0 | – | -645,565 | -100.0% | -0.09% | – |
| PLSE | Exit | PULSE BIOSCIENCES INC | $0 | – | -435,160 | -100.0% | -0.13% | – |
| CSIQ | Exit | CANADIAN SOLAR INC | $0 | – | -500,323 | -100.0% | -0.32% | – |
| ENPC | Exit | EXECUTIVE NETWORK PARTNERINGcl a | $0 | – | -1,677,934 | -100.0% | -0.34% | – |
| CXM | Exit | SPRINKLR INCcl a | $0 | – | -1,142,695 | -100.0% | -0.37% | – |
| LOPE | Exit | GRAND CANYON ED INC | $0 | – | -226,958 | -100.0% | -0.40% | – |
| FLEX | Exit | FLEX LTDord | $0 | – | -1,311,528 | -100.0% | -0.50% | – |
| CRCT | Exit | CRICUT INC | $0 | – | -1,779,127 | -100.0% | -0.81% | – |
| TWOU | Exit | 2U INC | $0 | – | -2,031,352 | -100.0% | -0.84% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Destra Capital Advisors LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.