$2.93 Billion is the total value of Granahan Investment Management's 172 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 22.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENPH | Sell | ENPHASE ENERGY INC | $120,135,000 | -12.2% | 615,318 | -9.3% | 4.10% | +20.7% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $106,520,000 | -12.9% | 380,267 | +7.8% | 3.64% | +19.9% |
| CSGP | Sell | COSTAR GROUP INC | $103,787,000 | -17.9% | 1,718,051 | -9.5% | 3.54% | +12.9% |
| SPSC | Sell | SPS COMM INC | $100,504,000 | -19.9% | 889,022 | -7.1% | 3.43% | +10.1% |
| EVH | Sell | EVOLENT HEALTH INCcl a | $97,705,000 | -33.2% | 3,181,532 | -29.7% | 3.34% | -8.1% |
| KRNT | Buy | KORNIT DIGITAL LTD | $93,656,000 | -50.9% | 2,954,447 | +28.1% | 3.20% | -32.4% |
| AXON | Sell | AXON ENTERPRISE INC | $91,788,000 | -33.2% | 985,172 | -1.3% | 3.14% | -8.2% |
| MGNI | Buy | MAGNITE INC | $84,353,000 | -30.1% | 9,499,258 | +4.1% | 2.88% | -3.8% |
| ETSY | Buy | ETSY INC | $74,560,000 | -30.0% | 1,018,438 | +18.9% | 2.55% | -3.7% |
| BRKS | Buy | AZENTA INC | $72,561,000 | -5.3% | 1,006,400 | +8.8% | 2.48% | +30.3% |
| ARRY | Buy | ARRAY TECHNOLOGIES INC | $68,016,000 | +29.5% | 6,177,656 | +32.5% | 2.32% | +78.1% |
| APPS | Buy | DIGITAL TURBINE INC | $55,030,000 | -49.6% | 3,149,943 | +26.4% | 1.88% | -30.7% |
| HQY | Buy | HEALTHEQUITY INC | $53,044,000 | -5.1% | 864,057 | +4.2% | 1.81% | +30.5% |
| EEFT | Buy | EURONET WORLDWIDE INC | $47,728,000 | -19.4% | 474,484 | +4.2% | 1.63% | +10.8% |
| GTLS | Sell | CHART INDS INC | $45,583,000 | -31.2% | 272,335 | -29.4% | 1.56% | -5.3% |
| New | TOAST INCcl a | $44,883,000 | – | 3,468,530 | +100.0% | 1.53% | – | |
| OSIS | Sell | OSI SYSTEMS INC | $43,950,000 | -13.4% | 514,397 | -13.7% | 1.50% | +19.1% |
| SSYS | Sell | STRATASYS LTD | $43,685,000 | -29.2% | 2,331,131 | -4.1% | 1.49% | -2.5% |
| Sell | LIFE TIME GROUP HOLDINGS INC | $39,802,000 | -16.6% | 3,090,205 | -5.9% | 1.36% | +14.7% | |
| VCYT | Sell | VERACYTE INC | $38,745,000 | -28.3% | 1,947,003 | -0.7% | 1.32% | -1.4% |
| WK | Buy | WORKIVA INC | $33,352,000 | -25.8% | 505,406 | +32.8% | 1.14% | +2.2% |
| PCTY | New | PAYLOCITY HLDG CORP | $31,852,000 | – | 182,616 | +100.0% | 1.09% | – |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $29,739,000 | -33.8% | 694,677 | -13.3% | 1.02% | -8.9% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $29,624,000 | +41.3% | 913,752 | +70.6% | 1.01% | +94.6% |
| ZETA | Buy | ZETA GLOBAL HOLDINGS CORPcl a | $28,601,000 | -64.5% | 6,327,702 | +0.2% | 0.98% | -51.2% |
| LQDT | Buy | LIQUIDITY SVCS INC | $28,605,000 | -21.0% | 2,128,332 | +0.7% | 0.98% | +8.7% |
| BMBL | Sell | BUMBLE INC | $28,547,000 | -35.4% | 1,014,106 | -33.5% | 0.98% | -11.0% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $27,149,000 | -44.6% | 321,208 | -13.1% | 0.93% | -23.8% |
| Buy | ENOVIX CORPORATION | $25,915,000 | -28.1% | 2,908,527 | +15.2% | 0.88% | -1.0% | |
| Buy | VITA COCO CO INC | $25,797,000 | +17.5% | 2,635,046 | +7.5% | 0.88% | +61.7% | |
| PRCH | Buy | PORCH GROUP INC | $25,595,000 | -55.8% | 9,998,058 | +19.8% | 0.87% | -39.3% |
| LOVE | Buy | LOVESAC COMPANY | $25,025,000 | -48.0% | 909,982 | +2.2% | 0.86% | -28.5% |
| VCTR | Buy | VICTORY CAP HLDGS INC | $22,628,000 | -6.4% | 938,936 | +12.2% | 0.77% | +28.8% |
| JRVR | Buy | JAMES RIV GROUP LTD | $20,800,000 | +8.1% | 839,381 | +7.9% | 0.71% | +48.5% |
| DOMO | Buy | DOMO INC | $20,297,000 | -42.4% | 730,109 | +4.8% | 0.69% | -20.8% |
| RGEN | Buy | REPLIGEN CORP | $20,044,000 | +354.0% | 123,422 | +425.8% | 0.68% | +522.7% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $19,903,000 | -44.1% | 906,764 | +14.2% | 0.68% | -23.1% |
| LPSN | Sell | LIVEPERSON INC | $19,092,000 | -54.4% | 1,350,222 | -21.2% | 0.65% | -37.2% |
| COUP | Buy | COUPA SOFTWARE INC | $19,101,000 | -27.8% | 334,519 | +28.5% | 0.65% | -0.8% |
| MASS | Buy | 908 DEVICES INC | $18,536,000 | +14.3% | 900,255 | +5.6% | 0.63% | +57.5% |
| Buy | DEFINITIVE HEALTHCARE CORP | $17,808,000 | +33.9% | 776,633 | +44.0% | 0.61% | +84.2% | |
| SPT | Buy | SPROUT SOCIAL INC | $17,631,000 | -12.6% | 303,614 | +20.6% | 0.60% | +20.2% |
| QTRX | Sell | QUANTERIX CORP | $17,386,000 | -48.3% | 1,073,855 | -6.9% | 0.59% | -28.9% |
| SSTI | Sell | SHOTSPOTTER INC | $16,732,000 | -3.2% | 621,786 | -0.2% | 0.57% | +33.1% |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $16,721,000 | -17.4% | 387,506 | +3.4% | 0.57% | +13.7% |
| FIGS | New | FIGS INCcl a | $16,544,000 | – | 1,816,025 | +100.0% | 0.56% | – |
| Buy | HAGERTY INC | $16,309,000 | +17.6% | 1,419,416 | +10.4% | 0.56% | +61.9% | |
| LLNW | Buy | LIMELIGHT NETWORKS INC | $16,226,000 | -9.0% | 7,024,111 | +105.6% | 0.55% | +25.1% |
| PSTG | Sell | PURE STORAGE INCcl a | $16,147,000 | -28.9% | 628,055 | -2.3% | 0.55% | -2.3% |
| PRO | Sell | PROS HOLDINGS INC | $16,043,000 | -23.5% | 611,638 | -2.8% | 0.55% | +5.4% |
| TCBI | Sell | TEXAS CAP BANCSHARES INC | $15,817,000 | -11.5% | 300,468 | -3.7% | 0.54% | +21.6% |
| POWI | Sell | POWER INTEGRATIONS INC | $15,597,000 | -47.7% | 207,933 | -35.3% | 0.53% | -28.0% |
| TREE | Buy | LENDINGTREE INC NEW | $15,447,000 | -61.9% | 352,521 | +4.1% | 0.53% | -47.5% |
| THRM | Buy | GENTHERM INC | $15,198,000 | +153.0% | 243,519 | +196.1% | 0.52% | +248.3% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $15,075,000 | +0.2% | 207,419 | +20.8% | 0.52% | +38.1% |
| NTRA | Buy | NATERA INC | $14,768,000 | -5.6% | 416,710 | +8.4% | 0.50% | +29.9% |
| LAD | Sell | LITHIA MTRS INC | $14,481,000 | -38.5% | 52,696 | -32.8% | 0.50% | -15.2% |
| VCEL | Sell | VERICEL CORP | $14,403,000 | -36.9% | 571,993 | -4.3% | 0.49% | -13.2% |
| SI | Buy | SILVERGATE CAP CORPcl a | $14,083,000 | +47.2% | 263,082 | +313.9% | 0.48% | +102.1% |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $14,041,000 | -43.9% | 494,937 | -16.2% | 0.48% | -22.7% |
| AMRC | Buy | AMERESCO INCcl a | $13,890,000 | +7.1% | 304,878 | +86.9% | 0.47% | +47.2% |
| ROLL | Buy | RBC BEARINGS INC | $13,807,000 | +3.8% | 74,652 | +8.8% | 0.47% | +43.0% |
| Sell | FIRST WATCH RESTAURANT GROUP | $13,804,000 | -13.5% | 957,257 | -21.8% | 0.47% | +18.9% | |
| EVER | Buy | EVERQUOTE INC | $13,690,000 | -33.8% | 1,548,660 | +21.2% | 0.47% | -8.8% |
| MLAB | Buy | MESA LABS INC | $13,633,000 | -6.6% | 66,850 | +16.7% | 0.47% | +28.7% |
| PRFT | Sell | PERFICIENT INC | $13,313,000 | -20.7% | 145,201 | -4.8% | 0.46% | +9.1% |
| AMBA | Buy | AMBARELLA INC | $13,284,000 | -30.6% | 202,937 | +11.3% | 0.45% | -4.4% |
| VECO | Buy | VEECO INSTRS INC DEL | $12,877,000 | +21.6% | 663,782 | +70.4% | 0.44% | +67.3% |
| GENI | Buy | GENIUS SPORTS LIMITEDshares cl a | $12,760,000 | -43.9% | 5,670,940 | +14.7% | 0.44% | -22.8% |
| ELY | Buy | CALLAWAY GOLF CO | $12,602,000 | -2.2% | 617,742 | +12.3% | 0.43% | +34.4% |
| VRNS | Sell | VARONIS SYS INC | $12,553,000 | -56.2% | 428,147 | -29.0% | 0.43% | -39.7% |
| VICR | Buy | VICOR CORP | $12,263,000 | -11.1% | 224,057 | +14.6% | 0.42% | +22.5% |
| OSW | Sell | ONESPAWORLD HOLDINGS LIMITED | $12,159,000 | -50.4% | 1,695,792 | -29.5% | 0.42% | -31.9% |
| SRI | Buy | STONERIDGE INC | $11,541,000 | +17.1% | 672,971 | +41.7% | 0.39% | +60.8% |
| SKIN | Buy | THE BEAUTY HEALTH COMPANY | $11,461,000 | +60.1% | 891,197 | +110.2% | 0.39% | +119.7% |
| SWIR | New | SIERRA WIRELESS INC | $11,342,000 | – | 484,711 | +100.0% | 0.39% | – |
| CEVA | Sell | CEVA INC | $11,239,000 | -41.6% | 334,896 | -29.2% | 0.38% | -19.5% |
| MTRN | Sell | MATERION CORP | $10,980,000 | -20.2% | 148,916 | -7.2% | 0.38% | +9.6% |
| AFMD | Buy | AFFIMED N V | $10,808,000 | -2.5% | 3,901,845 | +53.8% | 0.37% | +34.2% |
| OLK | Buy | OLINK HLDG ABsponsored ads | $10,802,000 | +6.7% | 710,684 | +23.9% | 0.37% | +47.0% |
| GLOB | Buy | GLOBANT S A | $10,664,000 | -29.8% | 61,290 | +5.7% | 0.36% | -3.4% |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $10,461,000 | -24.5% | 757,465 | +24.3% | 0.36% | +3.8% |
| CYRX | Buy | CRYOPORT INC | $10,150,000 | +350.1% | 327,629 | +407.2% | 0.35% | +519.6% |
| RPD | Buy | RAPID7 INC | $10,134,000 | -39.6% | 151,709 | +0.6% | 0.35% | -16.8% |
| ICAD | Buy | ICAD INC | $9,742,000 | -7.8% | 2,435,522 | +2.8% | 0.33% | +27.1% |
| EPAM | New | EPAM SYS INC | $9,757,000 | – | 33,100 | +100.0% | 0.33% | – |
| SIBN | Sell | SI-BONE INC | $8,982,000 | -46.1% | 680,418 | -7.8% | 0.31% | -25.8% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $8,683,000 | -48.2% | 79,034 | -3.1% | 0.30% | -28.6% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $8,663,000 | +7.9% | 284,772 | +8.4% | 0.30% | +48.7% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $8,506,000 | +26.4% | 164,345 | +77.5% | 0.29% | +73.7% |
| IMGN | Sell | IMMUNOGEN INC | $8,468,000 | -9.1% | 1,881,796 | -3.9% | 0.29% | +25.1% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $8,404,000 | +0.8% | 1,134,202 | +8.6% | 0.29% | +38.6% |
| WNS | Buy | WNS HLDGS LTDspon adr | $8,394,000 | -10.8% | 112,461 | +2.2% | 0.29% | +22.6% |
| ALTG | Sell | ALTA EQUIPMENT GROUP INC | $8,380,000 | -42.4% | 934,246 | -20.7% | 0.29% | -20.8% |
| HCAT | Buy | HEALTH CATALYST INC | $8,198,000 | -43.8% | 565,798 | +1.4% | 0.28% | -22.7% |
| RDWR | Buy | RADWARE LTDord | $8,135,000 | -6.3% | 375,418 | +38.3% | 0.28% | +29.3% |
| CHGG | Sell | CHEGG INC | $7,979,000 | -91.5% | 424,889 | -83.6% | 0.27% | -88.4% |
| GDYN | Buy | GRID DYNAMICS HLDGS INCcl a | $7,718,000 | +226.8% | 458,847 | +173.5% | 0.26% | +347.5% |
| DAR | Buy | DARLING INGREDIENTS INC | $7,732,000 | -22.4% | 129,302 | +4.3% | 0.26% | +6.9% |
| TTGT | Sell | TECHTARGET INC | $7,602,000 | -21.8% | 115,674 | -3.3% | 0.26% | +7.9% |
| AMWL | Sell | AMERICAN WELL CORPcl a | $7,069,000 | -0.5% | 1,636,424 | -3.0% | 0.24% | +36.9% |
| FATE | Buy | FATE THERAPEUTICS INC | $6,521,000 | -17.9% | 263,156 | +28.4% | 0.22% | +13.2% |
| APLS | Sell | APELLIS PHARMACEUTICALS INC | $6,403,000 | -18.1% | 141,592 | -8.0% | 0.22% | +12.9% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $6,345,000 | -11.1% | 250,385 | +10.8% | 0.22% | +22.6% |
| CIEN | Buy | CIENA CORP | $6,277,000 | -16.7% | 137,349 | +10.5% | 0.21% | +14.4% |
| PAR | New | PAR TECHNOLOGY CORP | $6,065,000 | – | 161,770 | +100.0% | 0.21% | – |
| HSKA | Buy | HESKA CORP | $6,016,000 | +5.7% | 63,653 | +54.7% | 0.20% | +45.4% |
| KNSL | Sell | KINSALE CAP GROUP INC | $5,906,000 | -42.0% | 25,718 | -42.4% | 0.20% | -20.2% |
| ONTO | Sell | ONTO INNOVATION INC | $5,896,000 | -21.0% | 84,546 | -1.5% | 0.20% | +8.6% |
| PTC | Sell | PTC INC | $5,834,000 | -2.9% | 54,865 | -1.6% | 0.20% | +33.6% |
| AXTI | Buy | AXT INC | $5,692,000 | -14.5% | 971,340 | +2.5% | 0.19% | +17.6% |
| QLYS | Sell | QUALYS INC | $5,624,000 | -17.1% | 44,589 | -6.4% | 0.19% | +14.3% |
| RVLV | Sell | REVOLVE GROUP INCcl a | $5,499,000 | -73.2% | 212,240 | -44.4% | 0.19% | -63.1% |
| HBIO | Buy | HARVARD BIOSCIENCE INC | $5,518,000 | -39.0% | 1,532,693 | +5.2% | 0.19% | -16.4% |
| AERI | Sell | AERIE PHARMACEUTICALS INC | $5,305,000 | -63.3% | 707,398 | -55.5% | 0.18% | -49.6% |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $5,264,000 | -32.2% | 700,896 | -44.0% | 0.18% | -6.7% |
| BPMC | Sell | BLUEPRINT MEDICINES CORP | $5,235,000 | -47.7% | 103,646 | -33.8% | 0.18% | -27.8% |
| ORGO | Sell | ORGANOGENESIS HLDGS INC | $4,841,000 | -67.9% | 991,980 | -49.9% | 0.16% | -56.0% |
| Sell | PORTILLOS INC | $4,769,000 | -41.0% | 291,710 | -11.4% | 0.16% | -18.9% | |
| XNCR | Sell | XENCOR INC | $4,624,000 | -11.3% | 168,962 | -13.5% | 0.16% | +22.5% |
| SLAB | Buy | SILICON LABORATORIES INC | $4,631,000 | -5.7% | 33,028 | +1.0% | 0.16% | +29.5% |
| INMD | Sell | INMODE LTD | $4,540,000 | -74.0% | 202,579 | -57.2% | 0.16% | -64.3% |
| HLIT | Buy | HARMONIC INC | $4,478,000 | +3.9% | 516,471 | +11.3% | 0.15% | +43.0% |
| LFUS | New | LITTELFUSE INC | $4,355,000 | – | 17,144 | +100.0% | 0.15% | – |
| PRTA | Buy | PROTHENA CORP PLC | $4,326,000 | -4.7% | 159,325 | +28.4% | 0.15% | +31.0% |
| ATRC | Buy | ATRICURE INC | $4,342,000 | -33.0% | 106,271 | +7.8% | 0.15% | -8.1% |
| PLRX | Buy | PLIANT THERAPEUTICS INC | $4,244,000 | +23.7% | 529,811 | +8.3% | 0.14% | +70.6% |
| SWAV | Buy | SHOCKWAVE MED INC | $4,211,000 | +77.2% | 22,027 | +92.3% | 0.14% | +144.1% |
| MTCH | New | MATCH GROUP INC NEW | $4,195,000 | – | 60,193 | +100.0% | 0.14% | – |
| CRVL | Buy | CORVEL CORP | $4,184,000 | +22.6% | 28,411 | +40.3% | 0.14% | +68.2% |
| CCXI | Buy | CHEMOCENTRYX INC | $4,169,000 | +35.4% | 168,245 | +37.0% | 0.14% | +86.8% |
| LXFR | Sell | LUXFER HOLDINGS PLC | $4,118,000 | -49.8% | 272,332 | -44.3% | 0.14% | -30.9% |
| KNSA | Sell | KINIKSA PHARMACEUTICALS LTD | $4,070,000 | -44.8% | 419,995 | -43.4% | 0.14% | -24.0% |
| AIRG | Sell | AIRGAIN INC | $3,975,000 | +2.7% | 489,532 | -4.1% | 0.14% | +41.7% |
| GRBK | Buy | GREEN BRICK PARTNERS INC | $3,879,000 | +158.3% | 198,234 | +160.8% | 0.13% | +256.8% |
| NTNX | Buy | NUTANIX INCcl a | $3,878,000 | -44.6% | 265,073 | +1.5% | 0.13% | -24.1% |
| TDUP | Buy | THREDUP INCcl a | $3,799,000 | -59.5% | 1,519,519 | +24.6% | 0.13% | -44.2% |
| APPN | New | APPIAN CORPcl a | $3,581,000 | – | 75,616 | +100.0% | 0.12% | – |
| GO | New | GROCERY OUTLET HLDG CORP | $3,335,000 | – | 78,221 | +100.0% | 0.11% | – |
| AKTS | Sell | AKOUSTIS TECHNOLOGIES INC | $3,290,000 | -71.1% | 889,066 | -49.3% | 0.11% | -60.4% |
| BMRA | Sell | BIOMERICA INC | $3,188,000 | -39.0% | 1,102,993 | -5.7% | 0.11% | -16.2% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $3,189,000 | -15.0% | 721,408 | +75.0% | 0.11% | +17.2% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $3,121,000 | -21.9% | 8,128 | -1.2% | 0.11% | +8.1% |
| BEAM | Sell | BEAM THERAPEUTICS INC | $3,133,000 | -49.5% | 80,928 | -25.2% | 0.11% | -30.5% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $3,091,000 | -2.0% | 223,631 | +38.3% | 0.11% | +35.9% |
| CTSO | Buy | CYTOSORBENTS CORP | $3,031,000 | -21.9% | 1,384,014 | +13.8% | 0.10% | +8.3% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $3,025,000 | -47.7% | 49,776 | -46.0% | 0.10% | -28.5% |
| WDC | Sell | WESTERN DIGITAL CORP. | $3,017,000 | -32.8% | 67,289 | -25.6% | 0.10% | -7.2% |
| SILK | Buy | SILK RD MED INC | $2,993,000 | +5.5% | 82,246 | +19.7% | 0.10% | +45.7% |
| CUBI | New | CUSTOMERS BANCORP INC | $2,951,000 | – | 87,049 | +100.0% | 0.10% | – |
| CYBR | Sell | CYBERARK SOFTWARE LTD | $2,735,000 | -25.2% | 21,371 | -1.4% | 0.09% | +2.2% |
| STOK | New | STOKE THERAPEUTICS INC | $2,624,000 | – | 198,621 | +100.0% | 0.09% | – |
| CTG | Sell | COMPUTER TASK GROUP INC | $2,534,000 | -27.1% | 296,018 | -16.8% | 0.09% | +1.2% |
| Buy | CARIBOU BIOSCIENCES INC | $2,438,000 | -7.4% | 449,055 | +56.6% | 0.08% | +27.7% | |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $2,284,000 | -19.0% | 276,164 | +62.8% | 0.08% | +11.4% |
| EXPE | New | EXPEDIA GROUP INC | $2,135,000 | – | 22,509 | +100.0% | 0.07% | – |
| LAWS | Sell | DISTRIBUTION SOLUTIONS GRP I | $2,096,000 | -57.7% | 40,783 | -68.2% | 0.07% | -41.5% |
| ZYME | New | ZYMEWORKS INC | $1,843,000 | – | 347,821 | +100.0% | 0.06% | – |
| Sell | ARTERIS INC | $1,729,000 | -47.1% | 248,028 | -1.3% | 0.06% | -27.2% | |
| CLNE | New | CLEAN ENERGY FUELS CORP | $1,549,000 | – | 345,791 | +100.0% | 0.05% | – |
| RUSHA | Sell | RUSH ENTERPRISES INCcl a | $1,526,000 | -76.2% | 31,664 | -74.9% | 0.05% | -67.3% |
| AKYA | New | AKOYA BIOSCIENCES INC | $1,366,000 | – | 106,342 | +100.0% | 0.05% | – |
| SMED | Sell | SHARPS COMPLIANCE CORP | $1,377,000 | -67.5% | 471,437 | -34.4% | 0.05% | -55.2% |
| VERI | Sell | VERITONE INC | $951,000 | -64.7% | 145,697 | -1.2% | 0.03% | -52.2% |
| CNMD | Sell | CONMED CORP | $838,000 | -93.0% | 8,751 | -89.2% | 0.03% | -90.3% |
| SMLR | Buy | SEMLER SCIENTIFIC INC | $792,000 | -18.4% | 28,099 | +43.4% | 0.03% | +12.5% |
| RNLX | Sell | RENALYTIX PLCads | $794,000 | -65.3% | 324,199 | -1.8% | 0.03% | -52.6% |
| VZIO | New | VIZIO HLDG CORP | $759,000 | – | 111,230 | +100.0% | 0.03% | – |
| MPAA | Sell | MOTORCAR PTS AMER INC | $669,000 | -85.6% | 50,996 | -80.4% | 0.02% | -80.0% |
| Sell | DERMTECH INC | $680,000 | -84.5% | 122,749 | -58.8% | 0.02% | -78.9% | |
| PLOW | Sell | DOUGLAS DYNAMICS INC | $658,000 | -74.8% | 22,905 | -69.7% | 0.02% | -66.2% |
| LFMD | Sell | LIFEMD INC | $478,000 | -54.2% | 234,106 | -20.8% | 0.02% | -38.5% |
| ENPCWS | Exit | EXECUTIVE NETWORK PARTNERING*w exp 09/25/202 | $0 | – | -384,577 | -100.0% | -0.00% | – |
| RCEL | Exit | AVITA MEDICAL INC | $0 | – | -25,782 | -100.0% | -0.01% | – |
| ME | Exit | 23ANDME HOLDING CO | $0 | – | -208,748 | -100.0% | -0.02% | – |
| SPRO | Exit | SPERO THERAPEUTICS INC | $0 | – | -113,322 | -100.0% | -0.02% | – |
| LGND | Exit | LIGAND PHARMACEUTICALS INC | $0 | – | -9,063 | -100.0% | -0.02% | – |
| Exit | XERIS BIOPHARMA HOLDINGS INC | $0 | – | -405,247 | -100.0% | -0.03% | – | |
| ARCT | Exit | ARCTURUS THERAPEUTICS HLDGS | $0 | – | -64,851 | -100.0% | -0.04% | – |
| TITN | Exit | TITAN MACHY INC | $0 | – | -91,772 | -100.0% | -0.06% | – |
| CHEF | Exit | CHEFS WHSE INC | $0 | – | -90,962 | -100.0% | -0.07% | – |
| NEO | Exit | NEOGENOMICS INC | $0 | – | -244,924 | -100.0% | -0.07% | – |
| ENTA | Exit | ENANTA PHARMACEUTICALS INC | $0 | – | -43,414 | -100.0% | -0.08% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -34,041 | -100.0% | -0.09% | – |
| Exit | ARCHER AVIATION INC | $0 | – | -780,950 | -100.0% | -0.09% | – | |
| NEWR | Exit | NEW RELIC INC | $0 | – | -65,820 | -100.0% | -0.11% | – |
| GTN | Exit | GRAY TELEVISION INC | $0 | – | -208,267 | -100.0% | -0.11% | – |
| NMRK | Exit | NEWMARK GROUP INCcl a | $0 | – | -310,528 | -100.0% | -0.12% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -70,347 | -100.0% | -0.18% | – |
| ACTG | Exit | ACACIA RESH CORP | $0 | – | -1,653,869 | -100.0% | -0.18% | – |
| BCRX | Exit | BIOCRYST PHARMACEUTICALS INC | $0 | – | -469,430 | -100.0% | -0.19% | – |
| INSM | Exit | INSMED INC | $0 | – | -343,877 | -100.0% | -0.20% | – |
| SIMO | Exit | SILICON MOTION TECHNOLOGY COsponsored adr | $0 | – | -143,273 | -100.0% | -0.24% | – |
| OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -803,288 | -100.0% | -0.88% | – |
| MSP | Exit | DATTO HLDG CORP | $0 | – | -1,381,830 | -100.0% | -0.92% | – |
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 2022-08-15
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.