$3.29 Billion is the total value of Granahan Investment Management's 165 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 14.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXON | Sell | AXON ENTERPRISE INC | $135,723,732 | +14.9% | 603,619 | -15.2% | 4.13% | +14.4% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $109,515,862 | +22.8% | 3,374,911 | +6.2% | 3.33% | +22.1% |
| SPSC | Sell | SPS COMM INC | $108,915,365 | +2.9% | 715,137 | -13.2% | 3.31% | +2.4% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $99,620,429 | -8.4% | 327,688 | -6.5% | 3.03% | -8.8% |
| ETSY | Buy | ETSY INC | $95,992,066 | -0.8% | 862,230 | +6.7% | 2.92% | -1.3% |
| MGNI | Sell | MAGNITE INC | $84,572,645 | -23.6% | 9,133,115 | -12.6% | 2.57% | -24.0% |
| INDI | Sell | INDIE SEMICONDUCTOR INC | $73,657,610 | +73.3% | 6,981,764 | -4.2% | 2.24% | +72.4% |
| HUBS | Sell | HUBSPOT INC | $72,127,755 | +17.1% | 168,228 | -21.1% | 2.20% | +16.5% |
| ZETA | Sell | ZETA GLOBAL HOLDINGS CORPcl a | $69,316,938 | +17.9% | 6,400,456 | -11.0% | 2.11% | +17.4% |
| RBA | Buy | RITCHIE BROS AUCTIONEERS | $68,150,359 | +122.1% | 1,210,701 | +128.2% | 2.07% | +121.1% |
| KRNT | Sell | KORNIT DIGITAL LTD | $68,119,864 | -16.0% | 3,518,588 | -0.4% | 2.07% | -16.4% |
| BRKS | Sell | AZENTA INC | $67,491,364 | -24.6% | 1,512,581 | -1.6% | 2.05% | -25.0% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $65,016,989 | -5.2% | 2,971,526 | -16.3% | 1.98% | -5.7% |
| Sell | TOAST INCcl a | $62,562,325 | -32.4% | 3,524,638 | -31.4% | 1.90% | -32.7% | |
| SPT | Buy | SPROUT SOCIAL INC | $57,967,805 | +61.9% | 952,165 | +50.2% | 1.76% | +61.1% |
| CSGP | Sell | COSTAR GROUP INC | $54,731,826 | -48.2% | 794,943 | -41.8% | 1.66% | -48.5% |
| APPS | Buy | DIGITAL TURBINE INC | $54,493,510 | +3.9% | 4,408,860 | +28.1% | 1.66% | +3.4% |
| GENI | Buy | GENIUS SPORTS LIMITEDshares cl a | $52,627,285 | +57.6% | 10,567,728 | +13.0% | 1.60% | +56.8% |
| ENPH | Sell | ENPHASE ENERGY INC | $49,998,276 | -46.7% | 237,770 | -32.8% | 1.52% | -46.9% |
| EEFT | Sell | EURONET WORLDWIDE INC | $49,873,047 | +1.1% | 445,693 | -14.7% | 1.52% | +0.6% |
| WK | Sell | WORKIVA INC | $49,081,938 | +2.9% | 479,269 | -15.6% | 1.49% | +2.4% |
| PHR | Buy | PHREESIA INC | $48,023,787 | +107.8% | 1,487,265 | +108.2% | 1.46% | +106.6% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $39,531,776 | +1.2% | 198,872 | -1.1% | 1.20% | +0.7% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $37,204,296 | -13.6% | 793,607 | -16.7% | 1.13% | -14.0% |
| GTLS | Buy | CHART INDS INC | $37,105,233 | +41.0% | 295,895 | +29.6% | 1.13% | +40.2% |
| LOVE | Sell | LOVESAC COMPANY | $37,070,319 | +28.2% | 1,282,710 | -2.4% | 1.13% | +27.6% |
| AMRC | Buy | AMERESCO INCcl a | $32,597,717 | +91.9% | 662,286 | +122.8% | 0.99% | +91.1% |
| Buy | ENOVIX CORPORATION | $32,553,003 | +37.1% | 2,183,300 | +14.4% | 0.99% | +36.4% | |
| Sell | VITA COCO CO INC | $30,792,903 | -8.7% | 1,569,465 | -35.7% | 0.94% | -9.1% | |
| VCTR | Sell | VICTORY CAP HLDGS INC | $30,129,718 | +2.0% | 1,029,372 | -6.5% | 0.92% | +1.4% |
| HQY | Sell | HEALTHEQUITY INC | $30,088,934 | -20.7% | 512,501 | -16.7% | 0.92% | -21.0% |
| TWLO | New | TWILIO INCcl a | $29,060,874 | – | 436,153 | +100.0% | 0.88% | – |
| MTRN | Sell | MATERION CORP | $27,292,132 | +30.1% | 235,277 | -1.8% | 0.83% | +29.5% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $27,265,113 | +10.9% | 1,200,049 | +14.9% | 0.83% | +10.4% |
| VCYT | Sell | VERACYTE INC | $25,545,252 | -38.9% | 1,145,527 | -35.0% | 0.78% | -39.2% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $25,384,307 | +24.8% | 307,093 | +19.7% | 0.77% | +24.1% |
| NTRA | Buy | NATERA INC | $24,567,878 | +58.7% | 442,505 | +14.8% | 0.75% | +58.1% |
| GDYN | Buy | GRID DYNAMICS HLDGS INCcl a | $24,589,619 | +37.5% | 2,145,691 | +34.6% | 0.75% | +36.7% |
| ROLL | Buy | RBC BEARINGS INC | $24,370,089 | +51.3% | 104,714 | +36.1% | 0.74% | +50.5% |
| FSLR | Sell | FIRST SOLAR INC | $23,433,450 | +12.0% | 107,740 | -22.8% | 0.71% | +11.4% |
| TCBI | Sell | TEXAS CAP BANCSHARES INC | $23,276,318 | -26.0% | 475,415 | -8.8% | 0.71% | -26.3% |
| SIBN | Buy | SI-BONE INC | $23,201,198 | +46.8% | 1,179,522 | +1.5% | 0.71% | +46.2% |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $22,971,141 | +13.9% | 518,653 | +2.2% | 0.70% | +13.5% |
| PSTG | Buy | PURE STORAGE INCcl a | $22,683,364 | +27.5% | 889,195 | +33.8% | 0.69% | +26.8% |
| SSTI | Buy | SHOTSPOTTER INC | $22,215,014 | +17.6% | 564,980 | +1.2% | 0.68% | +17.0% |
| GLOB | Sell | GLOBANT S A | $22,052,621 | -17.2% | 134,459 | -15.1% | 0.67% | -17.6% |
| EVER | Sell | EVERQUOTE INC | $21,705,837 | -11.3% | 1,561,571 | -5.9% | 0.66% | -11.8% |
| PRO | Sell | PROS HOLDINGS INC | $21,544,456 | +11.5% | 786,294 | -1.3% | 0.66% | +11.0% |
| VECO | Sell | VEECO INSTRS INC DEL | $21,232,037 | +8.8% | 1,004,829 | -4.3% | 0.65% | +8.2% |
| HLIT | Sell | HARMONIC INC | $21,014,313 | -9.5% | 1,440,323 | -18.7% | 0.64% | -10.0% |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $20,200,027 | +12.0% | 543,596 | -2.2% | 0.62% | +11.4% |
| ELY | Buy | TOPGOLF CALLAWAY BRANDS CORP | $19,726,564 | +16.6% | 912,422 | +6.6% | 0.60% | +16.1% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $19,678,216 | +40.6% | 239,832 | +7.2% | 0.60% | +40.0% |
| SSYS | Sell | STRATASYS LTD | $18,988,953 | -9.5% | 1,148,757 | -35.0% | 0.58% | -9.8% |
| LAD | Sell | LITHIA MTRS INC | $18,829,264 | +2.2% | 82,249 | -8.6% | 0.57% | +1.8% |
| RGEN | Buy | REPLIGEN CORP | $18,711,530 | +2.6% | 111,140 | +3.2% | 0.57% | +2.2% |
| LQDT | Sell | LIQUIDITY SVCS INC | $18,578,656 | -38.7% | 1,410,680 | -34.6% | 0.56% | -39.1% |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $18,513,535 | +20.3% | 851,197 | +0.6% | 0.56% | +19.5% |
| PRCH | Sell | PORCH GROUP INC | $18,005,633 | -28.4% | 12,591,352 | -5.9% | 0.55% | -28.7% |
| JRVR | Sell | JAMES RIV GROUP LTD | $17,598,550 | -9.7% | 852,230 | -8.6% | 0.54% | -10.2% |
| OLK | Buy | OLINK HLDG ABsponsored ads | $16,323,323 | -9.8% | 724,515 | +1.6% | 0.50% | -10.1% |
| POWI | Sell | POWER INTEGRATIONS INC | $16,194,087 | -9.6% | 191,329 | -23.4% | 0.49% | -10.0% |
| PRFT | Buy | PERFICIENT INC | $15,477,247 | +5.4% | 214,396 | +2.0% | 0.47% | +4.9% |
| MASS | Buy | 908 DEVICES INC | $15,127,194 | +79.7% | 1,758,976 | +59.2% | 0.46% | +79.0% |
| BMBL | Sell | BUMBLE INC | $14,920,931 | -18.0% | 763,219 | -11.7% | 0.45% | -18.3% |
| SKIN | Buy | THE BEAUTY HEALTH COMPANY | $14,727,856 | +39.0% | 1,166,101 | +0.1% | 0.45% | +38.3% |
| Buy | PORTILLOS INC | $14,645,951 | +71.4% | 685,351 | +30.9% | 0.45% | +70.9% | |
| QTRX | Buy | QUANTERIX CORP | $14,628,753 | -16.3% | 1,298,026 | +2.9% | 0.44% | -16.7% |
| WNS | Buy | WNS HLDGS LTDspon adr | $14,292,837 | +17.9% | 153,406 | +1.2% | 0.44% | +17.3% |
| Sell | FIRST WATCH RESTAURANT GROUP | $14,013,844 | +11.5% | 872,593 | -6.1% | 0.43% | +10.9% | |
| PLRX | Buy | PLIANT THERAPEUTICS INC | $13,804,469 | +41.4% | 518,965 | +2.7% | 0.42% | +40.5% |
| CEVA | Sell | CEVA INC | $13,569,285 | +7.4% | 445,918 | -9.7% | 0.41% | +7.0% |
| ALTG | Sell | ALTA EQUIPMENT GROUP INC | $12,758,759 | -4.0% | 804,969 | -20.2% | 0.39% | -4.7% |
| Buy | DEFINITIVE HEALTHCARE CORP | $12,759,420 | +8.2% | 1,235,181 | +15.1% | 0.39% | +7.5% | |
| FIGS | Sell | FIGS INCcl a | $12,522,240 | -11.0% | 2,022,979 | -3.2% | 0.38% | -11.4% |
| BILL | New | BILL HOLDINGS INC | $12,054,808 | – | 148,568 | +100.0% | 0.37% | – |
| HCAT | Buy | HEALTH CATALYST INC | $11,609,748 | +34.9% | 994,837 | +22.9% | 0.35% | +34.2% |
| FVRR | New | FIVERR INTL LTD | $11,427,395 | – | 327,245 | +100.0% | 0.35% | – |
| CIEN | Buy | CIENA CORP | $11,377,408 | +4.5% | 216,630 | +1.4% | 0.35% | +3.9% |
| PRTA | Buy | PROTHENA CORP PLC | $11,275,479 | -6.4% | 232,628 | +16.4% | 0.34% | -6.8% |
| VRNS | Sell | VARONIS SYS INC | $11,239,571 | -19.7% | 432,125 | -26.1% | 0.34% | -20.1% |
| Sell | HAGERTY INC | $11,152,354 | -16.8% | 1,276,013 | -19.9% | 0.34% | -17.3% | |
| RDWR | Sell | RADWARE LTDord | $11,042,395 | +5.2% | 512,646 | -3.6% | 0.34% | +4.7% |
| DOMO | Buy | DOMO INC | $10,958,384 | +4.7% | 772,261 | +5.1% | 0.33% | +4.1% |
| APLS | Sell | APELLIS PHARMACEUTICALS INC | $10,781,228 | +14.2% | 163,451 | -10.4% | 0.33% | +13.5% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $10,519,884 | +23.9% | 576,748 | +40.5% | 0.32% | +23.1% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $10,447,533 | +6.1% | 232,219 | +3.3% | 0.32% | +5.6% |
| RPD | Sell | RAPID7 INC | $10,338,611 | -0.1% | 225,193 | -26.1% | 0.32% | -0.6% |
| OSIS | Buy | OSI SYSTEMS INC | $10,154,419 | +31.1% | 99,203 | +1.8% | 0.31% | +30.4% |
| PTC | Buy | PTC INC | $9,937,184 | +7.0% | 77,495 | +0.1% | 0.30% | +6.3% |
| XENE | Sell | XENON PHARMACEUTICALS INC | $9,878,469 | -22.7% | 276,012 | -14.9% | 0.30% | -23.0% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $9,663,515 | +27.3% | 259,284 | +19.1% | 0.29% | +26.7% |
| NTNX | Sell | NUTANIX INCcl a | $9,573,702 | -3.1% | 368,361 | -2.9% | 0.29% | -3.6% |
| ONTO | Sell | ONTO INNOVATION INC | $9,384,529 | +25.2% | 106,788 | -3.0% | 0.29% | +24.9% |
| VCEL | Sell | VERICEL CORP | $9,001,914 | +0.4% | 307,023 | -9.8% | 0.27% | 0.0% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $8,871,751 | +60.2% | 766,127 | +13.1% | 0.27% | +59.8% |
| CYRX | Sell | CRYOPORT INC | $8,542,008 | -15.5% | 355,917 | -38.9% | 0.26% | -15.9% |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $8,259,549 | -18.2% | 946,111 | -5.1% | 0.25% | -18.8% |
| QLYS | Sell | QUALYS INC | $7,947,733 | +14.1% | 61,127 | -1.5% | 0.24% | +13.6% |
| New | RISKIFIED LTD | $7,865,702 | – | 1,394,628 | +100.0% | 0.24% | – | |
| RVNC | Sell | REVANCE THERAPEUTICS INC | $7,841,911 | +22.0% | 243,462 | -30.1% | 0.24% | +21.9% |
| SRI | Sell | STONERIDGE INC | $7,626,309 | -27.0% | 407,824 | -15.8% | 0.23% | -27.3% |
| LLNW | Sell | EDGIO INC | $7,533,409 | -35.1% | 9,522,701 | -7.3% | 0.23% | -35.5% |
| APPN | Buy | APPIAN CORPcl a | $7,497,069 | +124.7% | 168,929 | +64.9% | 0.23% | +123.5% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $7,472,611 | +70.8% | 24,585 | +59.2% | 0.23% | +69.4% |
| CRVL | Sell | CORVEL CORP | $7,117,423 | +15.3% | 37,405 | -11.9% | 0.22% | +14.8% |
| AMBA | Sell | AMBARELLA INC | $6,931,567 | -58.8% | 89,532 | -56.2% | 0.21% | -58.9% |
| KNSL | Sell | KINSALE CAP GROUP INC | $6,760,278 | +9.3% | 22,523 | -4.7% | 0.21% | +9.0% |
| MLAB | Buy | MESA LABS INC | $6,624,189 | +17.6% | 37,911 | +11.9% | 0.20% | +17.4% |
| SLAB | Sell | SILICON LABORATORIES INC | $6,517,025 | +16.1% | 37,221 | -10.0% | 0.20% | +15.1% |
| SWAV | Buy | SHOCKWAVE MED INC | $6,392,365 | +24.4% | 29,481 | +18.0% | 0.19% | +23.6% |
| AXTI | Buy | AXT INC | $6,217,882 | -1.0% | 1,562,282 | +9.0% | 0.19% | -1.6% |
| KNSA | Buy | KINIKSA PHARMACEUTICALS LTD | $6,186,354 | -18.1% | 574,940 | +14.0% | 0.19% | -18.6% |
| HBIO | Sell | HARVARD BIOSCIENCE INC | $6,006,634 | +48.3% | 1,430,151 | -2.2% | 0.18% | +47.6% |
| EPAM | Sell | EPAM SYS INC | $5,913,323 | -13.8% | 19,777 | -5.5% | 0.18% | -14.3% |
| Sell | ZYMEWORKS INC | $5,879,517 | +1.3% | 650,389 | -11.9% | 0.18% | +1.1% | |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $5,807,766 | +42.6% | 11,603 | +0.8% | 0.18% | +41.6% |
| TTGT | Buy | TECHTARGET INC | $5,647,398 | -17.2% | 156,351 | +1.0% | 0.17% | -17.7% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $5,609,667 | +1.0% | 198,502 | +4.3% | 0.17% | +0.6% |
| HSKA | Sell | HESKA CORP | $5,559,361 | +11.1% | 56,949 | -29.3% | 0.17% | +10.5% |
| NEOG | New | NEOGEN CORP | $5,514,849 | – | 297,778 | +100.0% | 0.17% | – |
| CSIQ | New | CANADIAN SOLAR INC | $5,420,888 | – | 136,169 | +100.0% | 0.16% | – |
| CTSO | Sell | CYTOSORBENTS CORP | $5,282,610 | +113.8% | 1,567,540 | -1.6% | 0.16% | +111.8% |
| TMDX | New | TRANSMEDICS GROUP INC | $5,297,995 | – | 69,959 | +100.0% | 0.16% | – |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $5,019,926 | +17.1% | 33,923 | +2.6% | 0.15% | +16.8% |
| STOK | Buy | STOKE THERAPEUTICS INC | $5,027,355 | -1.0% | 603,524 | +9.7% | 0.15% | -1.3% |
| EWTX | New | EDGEWISE THERAPEUTICS INC | $4,893,539 | – | 733,664 | +100.0% | 0.15% | – |
| AKYA | Buy | AKOYA BIOSCIENCES INC | $4,884,433 | -5.4% | 597,119 | +10.7% | 0.15% | -5.7% |
| OSW | Sell | ONESPAWORLD HOLDINGS LIMITED | $4,830,399 | -65.8% | 402,869 | -73.4% | 0.15% | -66.0% |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $4,799,566 | +15.3% | 129,090 | +40.5% | 0.15% | +15.0% |
| BLUE | Buy | BLUEBIRD BIO INC | $4,595,917 | -6.4% | 1,445,257 | +103.7% | 0.14% | -6.7% |
| XNCR | Sell | XENCOR INC | $4,535,360 | -9.3% | 162,616 | -15.4% | 0.14% | -9.8% |
| INSM | Buy | INSMED INC | $4,504,440 | +7.4% | 264,190 | +25.8% | 0.14% | +7.0% |
| TDUP | Sell | THREDUP INCcl a | $4,491,815 | +61.7% | 1,775,421 | -16.3% | 0.14% | +61.2% |
| OKTA | Buy | OKTA INCcl a | $4,262,757 | +396.9% | 49,429 | +293.7% | 0.13% | +400.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $4,204,989 | +77.5% | 43,337 | +60.2% | 0.13% | +77.8% |
| BEAM | Sell | BEAM THERAPEUTICS INC | $4,168,515 | -34.9% | 136,137 | -16.9% | 0.13% | -35.2% |
| AIRG | Buy | AIRGAIN INC | $3,849,732 | -14.3% | 716,896 | +3.9% | 0.12% | -14.6% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $3,614,606 | -48.8% | 1,807,303 | +31.0% | 0.11% | -49.1% |
| Buy | MAXCYTE INC | $3,505,377 | -5.1% | 708,157 | +4.7% | 0.11% | -5.3% | |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $3,509,782 | -27.8% | 1,121,336 | +62.4% | 0.11% | -28.2% |
| SITM | Sell | SITIME CORP | $3,450,784 | +19.7% | 24,262 | -14.5% | 0.10% | +19.3% |
| CFLT | Buy | CONFLUENT INC | $3,306,616 | +38.7% | 137,375 | +28.2% | 0.10% | +38.4% |
| VICR | Sell | VICOR CORP | $3,303,074 | -60.0% | 70,368 | -54.2% | 0.10% | -60.1% |
| IMGN | Sell | IMMUNOGEN INC | $3,320,701 | -69.4% | 864,766 | -60.4% | 0.10% | -69.6% |
| MTCH | Buy | MATCH GROUP INC NEW | $2,985,667 | +11.8% | 77,772 | +20.8% | 0.09% | +11.0% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $2,921,103 | +10.3% | 948,410 | +1.0% | 0.09% | +9.9% |
| ICAD | Sell | ICAD INC | $2,665,989 | -48.9% | 2,149,991 | -24.5% | 0.08% | -49.1% |
| Buy | ARTERIS INC | $2,541,676 | +40.1% | 600,869 | +42.4% | 0.08% | +40.0% | |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $2,372,440 | -12.0% | 67,668 | -39.2% | 0.07% | -12.2% |
| TREE | Sell | LENDINGTREE INC NEW | $2,366,342 | -72.9% | 88,760 | -78.3% | 0.07% | -73.0% |
| BMRA | Buy | BIOMERICA INC | $2,164,592 | -42.4% | 1,157,536 | +3.1% | 0.07% | -42.6% |
| VERI | Buy | VERITONE INC | $1,802,105 | +14.3% | 309,109 | +3.9% | 0.06% | +14.6% |
| LXFR | Sell | LUXFER HLDGS PLC | $1,731,709 | +4.1% | 102,468 | -15.5% | 0.05% | +3.9% |
| FLEX | Sell | FLEX LTDord | $1,677,912 | -52.1% | 72,921 | -55.3% | 0.05% | -52.3% |
| RUSHA | Sell | RUSH ENTERPRISES INCcl a | $1,622,330 | -37.0% | 29,713 | -39.7% | 0.05% | -38.0% |
| New | MOONLAKE IMMUNOTHERAPEUTICSclass a ord | $1,575,095 | – | 73,637 | +100.0% | 0.05% | – | |
| SILK | Sell | SILK RD MED INC | $906,055 | -58.4% | 23,155 | -43.8% | 0.03% | -58.2% |
| ERII | Buy | ENERGY RECOVERY INC | $849,646 | +82.8% | 36,861 | +62.5% | 0.03% | +85.7% |
| Sell | CARIBOU BIOSCIENCES INC | $645,962 | -55.3% | 121,650 | -47.2% | 0.02% | -54.5% | |
| PLOW | Sell | DOUGLAS DYNAMICS INC | $561,423 | -20.6% | 17,605 | -10.0% | 0.02% | -22.7% |
| LFMD | Buy | LIFEMD INC | $368,055 | -11.2% | 216,503 | +1.3% | 0.01% | -15.4% |
| RSSS | Buy | RESEARCH SOLUTIONS INC | $54,282 | +32.2% | 27,006 | +26.3% | 0.00% | +100.0% |
| CLNE | Sell | CLEAN ENERGY FUELS CORP | $49,211 | -99.4% | 11,287 | -99.3% | 0.00% | -99.6% |
| RNLX | New | RENALYTIX PLCads | $26,789 | – | 11,070 | +100.0% | 0.00% | – |
| CTG | Exit | COMPUTER TASK GROUP INC | $0 | – | -76,574 | -100.0% | -0.02% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -2,812 | -100.0% | -0.02% | – |
| VZIO | Exit | VIZIO HLDG CORP | $0 | – | -384,959 | -100.0% | -0.09% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -48,669 | -100.0% | -0.09% | – |
| LFUS | Exit | LITTELFUSE INC | $0 | – | -15,312 | -100.0% | -0.10% | – |
| INMD | Exit | INMODE LTD | $0 | – | -121,034 | -100.0% | -0.13% | – |
| AFMD | Exit | AFFIMED N V | $0 | – | -3,839,548 | -100.0% | -0.15% | – |
| AMWL | Exit | AMERICAN WELL CORPcl a | $0 | – | -1,894,484 | -100.0% | -0.16% | – |
| FATE | Exit | FATE THERAPEUTICS INC | $0 | – | -602,153 | -100.0% | -0.19% | – |
| PAR | Exit | PAR TECHNOLOGY CORP | $0 | – | -305,588 | -100.0% | -0.24% | – |
| SI | Exit | SILVERGATE CAP CORPcl a | $0 | – | -492,163 | -100.0% | -0.26% | – |
| Exit | LIFE TIME GROUP HOLDINGS INC | $0 | – | -831,769 | -100.0% | -0.30% | – | |
| THRM | Exit | GENTHERM INC | $0 | – | -182,642 | -100.0% | -0.36% | – |
| LPSN | Exit | LIVEPERSON INC | $0 | – | -1,204,274 | -100.0% | -0.37% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -637,836 | -100.0% | -0.49% | – |
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 2023-05-15
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.