$3.27 Trillion is the total value of Granahan Investment Management's 170 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 24.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXON | Sell | AXON ENTERPRISE INC | $118,101,673 | +112539.8% | 711,756 | -21.4% | 3.61% | +5.5% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $108,730,142 | +91741.4% | 350,392 | -2.3% | 3.32% | -14.0% |
| SPSC | Sell | SPS COMM INC | $105,835,567 | +97923.1% | 824,072 | -5.2% | 3.24% | -8.2% |
| CSGP | Sell | COSTAR GROUP INC | $105,631,095 | +100188.7% | 1,366,862 | -9.6% | 3.23% | -6.1% |
| ENPH | Sell | ENPHASE ENERGY INC | $93,742,848 | +81572.5% | 353,800 | -14.5% | 2.87% | -23.5% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $68,618,929 | +104960.1% | 3,549,867 | -9.9% | 2.10% | -1.6% |
| WK | Sell | WORKIVA INC | $47,695,632 | +103128.4% | 568,008 | -4.4% | 1.46% | -3.4% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $43,056,044 | +97993.2% | 953,200 | -12.4% | 1.32% | -8.1% |
| VCYT | Sell | VERACYTE INC | $41,842,302 | +131079.4% | 1,763,266 | -8.2% | 1.28% | +22.9% |
| HQY | Sell | HEALTHEQUITY INC | $37,923,270 | +81467.7% | 615,238 | -11.1% | 1.16% | -23.6% |
| LQDT | Sell | LIQUIDITY SVCS INC | $30,310,689 | +73031.2% | 2,155,810 | -15.4% | 0.93% | -31.5% |
| GTLS | Sell | CHART INDS INC | $26,311,042 | +57698.5% | 228,335 | -7.5% | 0.80% | -45.8% |
| FSLR | Sell | FIRST SOLAR INC | $20,916,676 | +99078.2% | 139,640 | -12.4% | 0.64% | -7.1% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $20,340,874 | +90235.6% | 256,473 | -13.0% | 0.62% | -15.4% |
| JRVR | Sell | JAMES RIV GROUP LTD | $19,499,014 | +87776.9% | 932,521 | -4.1% | 0.60% | -17.7% |
| SSTI | Sell | SHOTSPOTTER INC | $18,892,600 | +108697.0% | 558,457 | -7.5% | 0.58% | +1.9% |
| OLK | Sell | OLINK HLDG ABsponsored ads | $18,090,915 | +199007.6% | 712,802 | -4.8% | 0.55% | +86.2% |
| PSTG | Sell | PURE STORAGE INCcl a | $17,787,051 | +97166.1% | 664,688 | -0.5% | 0.54% | -8.9% |
| QTRX | Sell | QUANTERIX CORP | $17,472,495 | +124454.4% | 1,261,552 | -0.9% | 0.53% | +16.6% |
| ROLL | Sell | RBC BEARINGS INC | $16,111,157 | +79269.2% | 76,958 | -21.2% | 0.49% | -25.6% |
| CHGG | Sell | CHEGG INC | $16,118,116 | +78805.9% | 637,836 | -34.2% | 0.49% | -26.1% |
| THRM | Sell | GENTHERM INC | $11,924,696 | +96754.3% | 182,642 | -26.2% | 0.36% | -9.2% |
| SRI | Sell | STONERIDGE INC | $10,445,497 | +87091.1% | 484,485 | -31.5% | 0.32% | -18.4% |
| Sell | LIFE TIME GROUP HOLDINGS INC | $9,947,957 | +58659.3% | 831,769 | -52.1% | 0.30% | -45.0% | |
| VCEL | Sell | VERICEL CORP | $8,964,582 | +71211.6% | 340,341 | -37.2% | 0.27% | -33.2% |
| TREE | Sell | LENDINGTREE INC NEW | $8,722,925 | +65872.8% | 408,951 | -26.2% | 0.27% | -38.2% |
| VICR | Sell | VICOR CORP | $8,258,365 | +65845.6% | 153,644 | -27.4% | 0.25% | -38.1% |
| OSIS | Sell | OSI SYSTEMS INC | $7,747,316 | +94494.8% | 97,426 | -14.3% | 0.24% | -11.2% |
| KNSA | Sell | KINIKSA PHARMACEUTICALS LTD | $7,552,811 | +106397.6% | 504,193 | -8.7% | 0.23% | -0.4% |
| KNSL | Sell | KINSALE CAP GROUP INC | $6,183,640 | +91727.1% | 23,645 | -10.3% | 0.19% | -14.1% |
| MLAB | Sell | MESA LABS INC | $5,633,522 | +114542.3% | 33,894 | -2.9% | 0.17% | +7.5% |
| AFMD | Sell | AFFIMED N V | $4,761,040 | +60074.9% | 3,839,548 | -0.0% | 0.15% | -43.4% |
| INMD | Sell | INMODE LTD | $4,320,914 | +94099.1% | 121,034 | -23.2% | 0.13% | -12.0% |
| HBIO | Sell | HARVARD BIOSCIENCE INC | $4,051,006 | +105864.1% | 1,462,457 | -2.1% | 0.12% | -0.8% |
| LFUS | Sell | LITTELFUSE INC | $3,371,702 | +78862.6% | 15,312 | -28.8% | 0.10% | -25.9% |
| DAR | Sell | DARLING INGREDIENTS INC | $3,046,193 | +49903.2% | 48,669 | -47.2% | 0.09% | -53.3% |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $2,696,217 | +56247.3% | 111,276 | -50.3% | 0.08% | -47.4% |
| SILK | Sell | SILK RD MED INC | $2,176,574 | +88127.6% | 41,184 | -24.9% | 0.07% | -17.3% |
| LXFR | Sell | LUXFER HLDGS PLC | $1,662,850 | +83670.8% | 121,199 | -11.5% | 0.05% | -21.5% |
| Sell | CARIBOU BIOSCIENCES INC | $1,446,541 | +57462.3% | 230,341 | -3.3% | 0.04% | -46.3% | |
| PLOW | Sell | DOUGLAS DYNAMICS INC | $707,109 | +96236.4% | 19,555 | -25.4% | 0.02% | -8.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $603,230 | +50337.3% | 2,812 | -51.4% | 0.02% | -53.8% |
| CTG | Sell | COMPUTER TASK GROUP INC | $578,899 | +47585.3% | 76,574 | -57.7% | 0.02% | -55.0% |
| ORGO | Exit | ORGANOGENESIS HLDGS INC | $0 | – | -24,973 | -100.0% | -0.00% | – |
| MPAA | Exit | MOTORCAR PTS AMER INC | $0 | – | -12,050 | -100.0% | -0.01% | – |
| LAWS | Exit | DISTRIBUTION SOLUTIONS GRP I | $0 | – | -17,951 | -100.0% | -0.02% | – |
| Exit | SNOW LAKE RES LTD | $0 | – | -389,822 | -100.0% | -0.02% | – | |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -23,042 | -100.0% | -0.02% | – |
| Exit | DERMTECH INC | $0 | – | -211,185 | -100.0% | -0.03% | – | |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -81,470 | -100.0% | -0.08% | – |
| CUBI | Exit | CUSTOMERS BANCORP INC | $0 | – | -99,311 | -100.0% | -0.10% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -52,006 | -100.0% | -0.11% | – |
| ZYME | Exit | ZYMEWORKS INC | $0 | – | -587,808 | -100.0% | -0.12% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -43,430 | -100.0% | -0.13% | – |
| ATRC | Exit | ATRICURE INC | $0 | – | -181,602 | -100.0% | -0.23% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -152,380 | -100.0% | -0.29% | – |
| KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -532,711 | -100.0% | -0.67% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Destra Capital Advisors LLC #1
Signatures
The EDGAR filing(s) were signed by:
- Susan Rawley — VP/Operations and Account Administration
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.
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