$3.25 Billion is the total value of Granahan Investment Management's 175 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSC | Sell | SPS COMM INC | $113,014,826 | +3.8% | 588,435 | -17.7% | 3.48% | +4.9% |
| MGNI | Sell | MAGNITE INC | $103,098,368 | +21.9% | 7,552,994 | -17.3% | 3.17% | +23.3% |
| AXON | Sell | AXON ENTERPRISE INC | $102,664,339 | -24.4% | 526,160 | -12.8% | 3.16% | -23.5% |
| SPT | Buy | SPROUT SOCIAL INC | $102,164,820 | +76.2% | 2,213,276 | +132.4% | 3.14% | +78.2% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $99,199,554 | -0.4% | 308,802 | -5.8% | 3.05% | +0.7% |
| Buy | TOAST INCcl a | $91,998,277 | +47.1% | 4,076,131 | +15.6% | 2.83% | +48.7% | |
| KRNT | Sell | KORNIT DIGITAL LTD | $91,663,682 | +34.6% | 3,120,997 | -11.3% | 2.82% | +36.1% |
| EVH | Sell | EVOLENT HEALTH INCcl a | $88,304,805 | -19.4% | 2,914,350 | -13.6% | 2.72% | -18.5% |
| CSGP | Sell | COSTAR GROUP INC | $70,440,652 | +28.7% | 791,468 | -0.4% | 2.17% | +30.2% |
| INDI | Sell | INDIE SEMICONDUCTOR INC | $65,571,721 | -11.0% | 6,975,715 | -0.1% | 2.02% | -10.0% |
| GENI | Sell | GENIUS SPORTS LIMITEDshares cl a | $65,169,645 | +23.8% | 10,528,214 | -0.4% | 2.00% | +25.2% |
| GTLS | Buy | CHART INDS INC | $61,255,337 | +65.1% | 383,349 | +29.6% | 1.88% | +67.0% |
| ZETA | Buy | ZETA GLOBAL HOLDINGS CORPcl a | $60,839,899 | -12.2% | 7,124,110 | +11.3% | 1.87% | -11.2% |
| ETSY | Sell | ETSY INC | $60,555,715 | -36.9% | 715,704 | -17.0% | 1.86% | -36.2% |
| ENPH | Buy | ENPHASE ENERGY INC | $53,219,617 | +6.4% | 317,767 | +33.6% | 1.64% | +7.7% |
| New | RB GLOBAL INC | $52,939,740 | – | 882,329 | +100.0% | 1.63% | – | |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $50,947,519 | -21.6% | 2,254,315 | -24.1% | 1.57% | -20.7% |
| WK | Sell | WORKIVA INC | $46,136,764 | -6.0% | 453,834 | -5.3% | 1.42% | -4.9% |
| EEFT | Sell | EURONET WORLDWIDE INC | $42,427,025 | -14.9% | 361,481 | -18.9% | 1.31% | -13.9% |
| Buy | ENOVIX CORPORATION | $42,175,806 | +29.6% | 2,337,905 | +7.1% | 1.30% | +31.1% | |
| LOVE | Buy | LOVESAC COMPANY | $39,757,556 | +7.2% | 1,475,234 | +15.0% | 1.22% | +8.4% |
| HUBS | Sell | HUBSPOT INC | $39,201,731 | -45.6% | 73,675 | -56.2% | 1.21% | -45.1% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $37,474,720 | +0.7% | 784,154 | -1.2% | 1.15% | +1.9% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $34,703,793 | +27.3% | 2,529,431 | +110.8% | 1.07% | +28.7% |
| BRKS | Sell | AZENTA INC | $34,419,871 | -49.0% | 737,358 | -51.3% | 1.06% | -48.4% |
| TCBI | Buy | TEXAS CAP BANCSHARES INC | $32,154,901 | +38.1% | 624,367 | +31.3% | 0.99% | +39.7% |
| VCTR | Sell | VICTORY CAP HLDGS INC | $31,370,693 | +4.1% | 994,632 | -3.4% | 0.96% | +5.2% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $31,014,511 | -21.5% | 168,073 | -15.5% | 0.95% | -20.7% |
| HQY | Sell | HEALTHEQUITY INC | $30,989,365 | +3.0% | 490,804 | -4.2% | 0.95% | +4.1% |
| AMRC | Sell | AMERESCO INCcl a | $30,587,346 | -6.2% | 628,981 | -5.0% | 0.94% | -5.1% |
| TWLO | Buy | TWILIO INCcl a | $30,504,581 | +5.0% | 479,481 | +9.9% | 0.94% | +6.2% |
| PHR | Sell | PHREESIA INC | $29,235,608 | -39.1% | 942,780 | -36.6% | 0.90% | -38.4% |
| MTRN | Sell | MATERION CORP | $26,784,240 | -1.9% | 234,538 | -0.3% | 0.82% | -0.7% |
| QTRX | Sell | QUANTERIX CORP | $26,575,446 | +81.7% | 1,178,512 | -9.2% | 0.82% | +83.8% |
| Sell | VITA COCO CO INC | $26,071,531 | -15.3% | 970,284 | -38.2% | 0.80% | -14.4% | |
| GLOB | Buy | GLOBANT S A | $25,892,260 | +17.4% | 144,070 | +7.1% | 0.80% | +18.8% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $25,734,110 | +1.4% | 284,512 | -7.4% | 0.79% | +2.6% |
| SIBN | Sell | SI-BONE INC | $25,461,458 | +9.7% | 943,716 | -20.0% | 0.78% | +11.0% |
| GDYN | Buy | GRID DYNAMICS HLDGS INCcl a | $24,475,889 | -0.5% | 2,646,042 | +23.3% | 0.75% | +0.7% |
| PRO | Sell | PROS HOLDINGS INC | $24,131,061 | +12.0% | 783,476 | -0.4% | 0.74% | +13.3% |
| ROLL | Buy | RBC BEARINGS INC | $23,956,060 | -1.7% | 110,158 | +5.2% | 0.74% | -0.7% |
| PSTG | Sell | PURE STORAGE INCcl a | $23,522,825 | +3.7% | 638,860 | -28.2% | 0.72% | +4.9% |
| VECO | Sell | VEECO INSTRS INC DEL | $22,411,809 | +5.6% | 872,734 | -13.1% | 0.69% | +6.8% |
| KIDS | Sell | ORTHOPEDIATRICS CORP | $21,888,736 | -4.7% | 499,173 | -3.8% | 0.67% | -3.6% |
| ELY | Buy | TOPGOLF CALLAWAY BRANDS CORP | $21,817,889 | +10.6% | 1,099,138 | +20.5% | 0.67% | +11.8% |
| RGEN | Buy | REPLIGEN CORP | $21,328,207 | +14.0% | 150,772 | +35.7% | 0.66% | +15.3% |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $21,242,389 | +5.2% | 522,568 | -3.9% | 0.65% | +6.3% |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $20,866,555 | +12.7% | 944,188 | +10.9% | 0.64% | +14.0% |
| Buy | PORTILLOS INC | $20,248,026 | +38.2% | 898,714 | +31.1% | 0.62% | +39.7% | |
| PRTA | Buy | PROTHENA CORP PLC | $20,146,492 | +78.7% | 295,057 | +26.8% | 0.62% | +80.8% |
| BMBL | Buy | BUMBLE INC | $19,666,160 | +31.8% | 1,172,000 | +53.6% | 0.60% | +33.3% |
| NTRA | Sell | NATERA INC | $19,026,255 | -22.6% | 391,004 | -11.6% | 0.58% | -21.8% |
| JRVR | Buy | JAMES RIV GROUP LTD | $18,336,674 | +4.2% | 1,004,199 | +17.8% | 0.56% | +5.4% |
| PRFT | Buy | PERFICIENT INC | $18,120,775 | +17.1% | 217,458 | +1.4% | 0.56% | +18.5% |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $17,887,473 | -9.1% | 235,114 | -2.0% | 0.55% | -8.2% |
| SSYS | Sell | STRATASYS LTD | $17,848,800 | -6.0% | 1,005,000 | -12.5% | 0.55% | -5.0% |
| New | LIFE TIME GROUP HOLDINGS INC | $17,408,501 | – | 885,028 | +100.0% | 0.54% | – | |
| PRCH | Sell | PORCH GROUP INC | $17,188,255 | -4.5% | 12,455,257 | -1.1% | 0.53% | -3.5% |
| WW | New | WW INTL INC | $16,039,538 | – | 2,386,836 | +100.0% | 0.49% | – |
| HLIT | Sell | HARMONIC INC | $16,026,912 | -23.7% | 991,151 | -31.2% | 0.49% | -22.8% |
| BLUE | Buy | BLUEBIRD BIO INC | $15,977,299 | +247.6% | 4,856,322 | +236.0% | 0.49% | +251.4% |
| VCYT | Sell | VERACYTE INC | $15,070,141 | -41.0% | 591,682 | -48.3% | 0.46% | -40.3% |
| New | UDEMY INC | $15,041,625 | – | 1,401,829 | +100.0% | 0.46% | – | |
| Buy | DEFINITIVE HEALTHCARE CORP | $14,881,658 | +16.6% | 1,352,878 | +9.5% | 0.46% | +18.0% | |
| PLRX | Buy | PLIANT THERAPEUTICS INC | $14,683,669 | +6.4% | 810,357 | +56.1% | 0.45% | +7.6% |
| SSTI | Buy | SOUNDTHINKING INC | $14,610,721 | -34.2% | 668,377 | +18.3% | 0.45% | -33.4% |
| LQDT | Sell | LIQUIDITY SVCS INC | $14,547,126 | -21.7% | 881,644 | -37.5% | 0.45% | -20.7% |
| OLK | Buy | OLINK HLDG ABsponsored ads | $14,572,556 | -10.7% | 777,203 | +7.3% | 0.45% | -9.9% |
| HCAT | Buy | HEALTH CATALYST INC | $14,502,813 | +24.9% | 1,160,225 | +16.6% | 0.45% | +26.3% |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $14,112,460 | +10.6% | 814,337 | +1.2% | 0.43% | +11.9% |
| FSLR | Sell | FIRST SOLAR INC | $13,874,289 | -40.8% | 72,988 | -32.3% | 0.43% | -40.1% |
| CYRX | Buy | CRYOPORT INC | $13,817,319 | +61.8% | 801,004 | +125.1% | 0.42% | +63.5% |
| FVRR | Buy | FIVERR INTL LTD | $13,584,373 | +18.9% | 522,275 | +59.6% | 0.42% | +20.1% |
| Sell | FIRST WATCH RESTAURANT GROUP | $13,349,935 | -4.7% | 789,937 | -9.5% | 0.41% | -3.5% | |
| CFLT | Buy | CONFLUENT INC | $12,744,015 | +285.4% | 360,918 | +162.7% | 0.39% | +288.1% |
| MASS | Buy | 908 DEVICES INC | $12,250,266 | -19.0% | 1,785,753 | +1.5% | 0.38% | -18.0% |
| BPMC | Sell | BLUEPRINT MEDICINES CORP | $11,660,590 | +11.6% | 184,503 | -20.5% | 0.36% | +12.9% |
| LAD | Sell | LITHIA MTRS INC | $11,589,936 | -38.4% | 38,111 | -53.7% | 0.36% | -37.7% |
| WNS | Buy | WNS HLDGS LTDspon adr | $11,492,653 | -19.6% | 155,896 | +1.6% | 0.35% | -18.6% |
| BILL | Sell | BILL HOLDINGS INC | $11,285,607 | -6.4% | 96,582 | -35.0% | 0.35% | -5.4% |
| RPD | Buy | RAPID7 INC | $11,044,833 | +6.8% | 243,923 | +8.3% | 0.34% | +7.9% |
| POWI | Sell | POWER INTEGRATIONS INC | $10,974,620 | -32.2% | 115,925 | -39.4% | 0.34% | -31.4% |
| ONTO | Sell | ONTO INNOVATION INC | $10,773,126 | +14.8% | 92,497 | -13.4% | 0.33% | +16.1% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $10,678,855 | +10.5% | 261,865 | +1.0% | 0.33% | +11.9% |
| KNSL | Buy | KINSALE CAP GROUP INC | $10,665,074 | +57.8% | 28,501 | +26.5% | 0.33% | +59.2% |
| PTC | Sell | PTC INC | $10,393,165 | +4.6% | 73,037 | -5.8% | 0.32% | +6.0% |
| APLS | Sell | APELLIS PHARMACEUTICALS INC | $10,364,903 | -3.9% | 113,775 | -30.4% | 0.32% | -2.7% |
| NTNX | Sell | NUTANIX INCcl a | $10,031,522 | +4.8% | 357,630 | -2.9% | 0.31% | +6.2% |
| TMDX | Buy | TRANSMEDICS GROUP INC | $10,051,902 | +89.7% | 119,694 | +71.1% | 0.31% | +91.9% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $9,930,905 | +32.9% | 36,911 | +50.1% | 0.31% | +34.8% |
| OSIS | Sell | OSI SYSTEMS INC | $9,705,304 | -4.4% | 82,367 | -17.0% | 0.30% | -3.2% |
| SKIN | Sell | THE BEAUTY HEALTH COMPANY | $9,697,398 | -34.2% | 1,158,590 | -0.6% | 0.30% | -33.5% |
| New | DOCGO INC | $9,407,293 | – | 1,003,980 | +100.0% | 0.29% | – | |
| EVER | Sell | EVERQUOTE INC | $9,192,820 | -57.6% | 1,414,280 | -9.4% | 0.28% | -57.1% |
| XENE | Sell | XENON PHARMACEUTICALS INC | $9,114,991 | -7.7% | 236,753 | -14.2% | 0.28% | -7.0% |
| CIEN | Sell | CIENA CORP | $9,076,161 | -20.2% | 213,607 | -1.4% | 0.28% | -19.4% |
| RDWR | Sell | RADWARE LTDord | $9,044,310 | -18.1% | 466,442 | -9.0% | 0.28% | -17.3% |
| VICR | Buy | VICOR CORP | $8,958,006 | +171.2% | 165,889 | +135.7% | 0.28% | +173.3% |
| CEVA | Sell | CEVA INC | $8,754,222 | -35.5% | 342,631 | -23.2% | 0.27% | -34.9% |
| Buy | MAXCYTE INC | $8,683,766 | +147.7% | 1,891,888 | +167.2% | 0.27% | +149.5% | |
| NEOG | Buy | NEOGEN CORP | $8,477,802 | +53.7% | 389,784 | +30.9% | 0.26% | +55.4% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $8,116,458 | -8.5% | 610,260 | -20.3% | 0.25% | -7.4% |
| IMGN | Sell | IMMUNOGEN INC | $8,052,810 | +142.5% | 426,752 | -50.7% | 0.25% | +145.5% |
| HBIO | Buy | HARVARD BIOSCIENCE INC | $7,902,581 | +31.6% | 1,439,450 | +0.7% | 0.24% | +32.8% |
| EXPE | Buy | EXPEDIA GROUP INC | $7,828,167 | +86.2% | 71,562 | +65.1% | 0.24% | +88.3% |
| KNSA | Sell | KINIKSA PHARMACEUTICALS LTD | $7,552,920 | +22.1% | 536,429 | -6.7% | 0.23% | +23.4% |
| Buy | RISKIFIED LTD | $7,454,739 | -5.2% | 1,533,897 | +10.0% | 0.23% | -4.2% | |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $7,312,742 | -6.7% | 288,927 | +18.7% | 0.22% | -5.9% |
| TDUP | Buy | THREDUP INCcl a | $7,311,316 | +62.8% | 2,996,441 | +68.8% | 0.22% | +64.2% |
| DOMO | Sell | DOMO INC | $7,284,334 | -33.5% | 496,885 | -35.7% | 0.22% | -32.7% |
| QLYS | Sell | QUALYS INC | $7,148,139 | -10.1% | 55,339 | -9.5% | 0.22% | -9.1% |
| CRVL | Sell | CORVEL CORP | $6,933,879 | -2.6% | 35,834 | -4.2% | 0.21% | -1.8% |
| CSIQ | Buy | CANADIAN SOLAR INC | $6,793,771 | +25.3% | 175,595 | +29.0% | 0.21% | +26.7% |
| VRNS | Sell | VARONIS SYS INC | $6,804,891 | -39.5% | 255,343 | -40.9% | 0.21% | -38.9% |
| SRI | Sell | STONERIDGE INC | $6,732,843 | -11.7% | 357,180 | -12.4% | 0.21% | -10.8% |
| MLAB | Buy | MESA LABS INC | $6,727,746 | +1.6% | 52,356 | +38.1% | 0.21% | +2.5% |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $6,651,432 | -19.5% | 691,417 | -26.9% | 0.20% | -18.3% |
| FIGS | Sell | FIGS INCcl a | $6,602,611 | -47.3% | 798,381 | -60.5% | 0.20% | -46.7% |
| SWAV | Sell | SHOCKWAVE MED INC | $6,504,779 | +1.8% | 22,791 | -22.7% | 0.20% | +3.1% |
| RCUS | Sell | ARCUS BIOSCIENCES INC | $6,394,319 | -39.2% | 314,836 | -45.4% | 0.20% | -38.4% |
| APPN | Sell | APPIAN CORPcl a | $6,326,183 | -15.6% | 132,903 | -21.3% | 0.20% | -14.5% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $6,332,036 | +9.0% | 11,721 | +1.0% | 0.20% | +10.2% |
| SLAB | Buy | SILICON LABORATORIES INC | $6,251,236 | -4.1% | 39,630 | +6.5% | 0.19% | -3.0% |
| GO | Sell | GROCERY OUTLET HLDG CORP | $6,059,494 | +8.0% | 197,958 | -0.3% | 0.19% | +8.8% |
| INSM | Buy | INSMED INC | $5,922,285 | +31.5% | 280,677 | +6.2% | 0.18% | +32.8% |
| CTSO | Buy | CYTOSORBENTS CORP | $5,803,547 | +9.9% | 1,616,587 | +3.1% | 0.18% | +11.2% |
| STOK | Sell | STOKE THERAPEUTICS INC | $5,664,514 | +12.7% | 532,880 | -11.7% | 0.17% | +13.7% |
| Sell | ZYMEWORKS INC | $5,548,107 | -5.6% | 642,142 | -1.3% | 0.17% | -4.5% | |
| MRTX | Buy | MIRATI THERAPEUTICS INC | $5,249,219 | +9.4% | 145,287 | +12.5% | 0.16% | +11.0% |
| CYBR | Sell | CYBERARK SOFTWARE LTD | $5,157,952 | +2.7% | 32,994 | -2.7% | 0.16% | +3.9% |
| SMCI | New | SUPER MICRO COMPUTER INC | $5,025,628 | – | 20,163 | +100.0% | 0.16% | – |
| EWTX | Sell | EDGEWISE THERAPEUTICS INC | $4,996,526 | +2.1% | 644,713 | -12.1% | 0.15% | +3.4% |
| SILK | Buy | SILK RD MED INC | $5,012,460 | +453.2% | 154,277 | +566.3% | 0.15% | +450.0% |
| TTGT | Sell | TECHTARGET INC | $4,730,390 | -16.2% | 151,956 | -2.8% | 0.15% | -15.1% |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $4,680,374 | – | 50,626 | +100.0% | 0.14% | – |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $4,652,597 | +32.6% | 1,899,019 | +69.4% | 0.14% | +33.6% |
| AXTI | Sell | AXT INC | $4,431,198 | -28.7% | 1,288,139 | -17.5% | 0.14% | -28.0% |
| GSHD | New | GOOSEHEAD INS INC | $4,342,492 | – | 69,049 | +100.0% | 0.13% | – |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $4,134,391 | +41.5% | 1,300,123 | +37.1% | 0.13% | +42.7% |
| Sell | ARTERIS INC | $4,028,090 | +58.5% | 590,629 | -1.7% | 0.12% | +61.0% | |
| Sell | MOONLAKE IMMUNOTHERAPEUTICSclass a ord | $3,668,634 | +132.9% | 71,934 | -2.3% | 0.11% | +135.4% | |
| LLNW | Sell | EDGIO INC | $3,641,185 | -51.7% | 5,402,351 | -43.3% | 0.11% | -51.1% |
| AKYA | Sell | AKOYA BIOSCIENCES INC | $3,563,428 | -27.0% | 482,196 | -19.2% | 0.11% | -26.2% |
| OKTA | Buy | OKTA INCcl a | $3,455,502 | -18.9% | 49,827 | +0.8% | 0.11% | -18.5% |
| AIRG | Sell | AIRGAIN INC | $3,208,070 | -16.7% | 594,087 | -17.1% | 0.10% | -15.4% |
| FIVN | New | FIVE9 INC | $3,064,667 | – | 37,170 | +100.0% | 0.09% | – |
| FROG | New | JFROG LTD | $2,906,118 | – | 104,914 | +100.0% | 0.09% | – |
| CCOI | New | COGENT COMMUNICATIONS HLDGS | $2,737,559 | – | 40,683 | +100.0% | 0.08% | – |
| AMBA | Sell | AMBARELLA INC | $2,654,180 | -61.7% | 31,722 | -64.6% | 0.08% | -61.1% |
| APPS | Sell | DIGITAL TURBINE INC | $2,658,423 | -95.1% | 286,468 | -93.5% | 0.08% | -95.1% |
| WIX | New | WIX COM LTD | $2,518,859 | – | 32,194 | +100.0% | 0.08% | – |
| ICAD | Sell | ICAD INC | $2,462,899 | -7.6% | 1,510,981 | -29.7% | 0.08% | -6.2% |
| SITM | Sell | SITIME CORP | $2,279,062 | -34.0% | 19,319 | -20.4% | 0.07% | -33.3% |
| SMAR | New | SMARTSHEET INC | $2,231,208 | – | 58,317 | +100.0% | 0.07% | – |
| TNDM | New | TANDEM DIABETES CARE INC | $2,179,152 | – | 88,800 | +100.0% | 0.07% | – |
| VCEL | Sell | VERICEL CORP | $2,141,603 | -76.2% | 57,003 | -81.4% | 0.07% | -75.9% |
| CSSE | Sell | CHICKEN SOUP FOR THE SOUL ENcl a | $2,070,233 | -42.7% | 1,747,032 | -3.3% | 0.06% | -41.8% |
| PLOW | Buy | DOUGLAS DYNAMICS INC | $2,076,212 | +269.8% | 69,485 | +294.7% | 0.06% | +276.5% |
| KOD | New | KODIAK SCIENCES INC | $1,869,038 | – | 270,875 | +100.0% | 0.06% | – |
| Sell | HAGERTY INC | $1,751,069 | -84.3% | 187,080 | -85.3% | 0.05% | -84.1% | |
| RUSHA | Sell | RUSH ENTERPRISES INCcl a | $1,727,992 | +6.5% | 28,449 | -4.3% | 0.05% | +8.2% |
| New | HASHICORP INC | $1,640,805 | – | 62,674 | +100.0% | 0.05% | – | |
| BMRA | Sell | BIOMERICA INC | $1,556,961 | -28.1% | 1,144,824 | -1.1% | 0.05% | -27.3% |
| LFMD | Buy | LIFEMD INC | $1,331,070 | +261.6% | 305,993 | +41.3% | 0.04% | +272.7% |
| EXLS | New | EXLSERVICE HOLDINGS INC | $1,146,545 | – | 7,590 | +100.0% | 0.04% | – |
| ERII | Sell | ENERGY RECOVERY INC | $987,865 | +16.3% | 35,344 | -4.1% | 0.03% | +15.4% |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $817,011 | -65.6% | 14,384 | -78.7% | 0.02% | -65.3% |
| BELFB | New | BEL FUSE INCcl b | $746,043 | – | 12,995 | +100.0% | 0.02% | – |
| TTEK | New | TETRA TECH INC NEW | $683,287 | – | 4,173 | +100.0% | 0.02% | – |
| Buy | CARIBOU BIOSCIENCES INC | $536,762 | -16.9% | 126,297 | +3.8% | 0.02% | -15.0% | |
| WTS | New | WATTS WATER TECHNOLOGIES INCcl a | $300,950 | – | 1,638 | +100.0% | 0.01% | – |
| DAR | New | DARLING INGREDIENTS INC | $253,246 | – | 3,970 | +100.0% | 0.01% | – |
| PODD | New | INSULET CORP | $248,549 | – | 862 | +100.0% | 0.01% | – |
| RSSS | Buy | RESEARCH SOLUTIONS INC | $62,161 | +14.5% | 30,471 | +12.8% | 0.00% | 0.0% |
| RNLX | Buy | RENALYTIX PLCads | $54,741 | +104.3% | 18,747 | +69.3% | 0.00% | +100.0% |
| CLNE | Exit | CLEAN ENERGY FUELS CORP | $0 | – | -11,287 | -100.0% | -0.00% | – |
| FLEX | Exit | FLEX LTDord | $0 | – | -72,921 | -100.0% | -0.05% | – |
| LXFR | Exit | LUXFER HLDGS PLC | $0 | – | -102,468 | -100.0% | -0.05% | – |
| VERI | Exit | VERITONE INC | $0 | – | -309,109 | -100.0% | -0.06% | – |
| TREE | Exit | LENDINGTREE INC NEW | $0 | – | -88,760 | -100.0% | -0.07% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -77,772 | -100.0% | -0.09% | – |
| BEAM | Exit | BEAM THERAPEUTICS INC | $0 | – | -136,137 | -100.0% | -0.13% | – |
| XNCR | Exit | XENCOR INC | $0 | – | -162,616 | -100.0% | -0.14% | – |
| OSW | Exit | ONESPAWORLD HOLDINGS LIMITED | $0 | – | -402,869 | -100.0% | -0.15% | – |
| HSKA | Exit | HESKA CORP | $0 | – | -56,949 | -100.0% | -0.17% | – |
| EPAM | Exit | EPAM SYS INC | $0 | – | -19,777 | -100.0% | -0.18% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS | $0 | – | -1,210,701 | -100.0% | -2.07% | – |
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 2023-08-14
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.