$3.03 Billion is the total value of Granahan Investment Management's 180 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 20.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INDI | Buy | INDIE SEMICONDUCTOR INC | $107,008,109 | +110.2% | 13,194,588 | +63.3% | 3.53% | +94.9% |
| SPT | Sell | SPROUT SOCIAL INC | $104,525,169 | -2.7% | 1,701,256 | -21.0% | 3.45% | -9.8% |
| AXON | Sell | AXON ENTERPRISE INC | $101,779,437 | -6.8% | 393,990 | -28.2% | 3.36% | -13.6% |
| EVH | Sell | EVOLENT HEALTH INCcl a | $95,892,399 | +19.2% | 2,903,191 | -1.7% | 3.17% | +10.5% |
| GENI | Sell | GENIUS SPORTS LIMITEDshares cl a | $83,914,586 | +9.3% | 13,578,412 | -5.7% | 2.77% | +1.4% |
| ZETA | Buy | ZETA GLOBAL HOLDINGS CORPcl a | $71,554,270 | +21.8% | 8,112,729 | +15.3% | 2.36% | +12.9% |
| Buy | TOAST INCcl a | $71,181,004 | +12.2% | 3,898,193 | +15.1% | 2.35% | +4.0% | |
| SPSC | Sell | SPS COMM INC | $62,897,203 | -13.2% | 324,480 | -23.6% | 2.08% | -19.5% |
| MGNI | Sell | MAGNITE INC | $62,823,343 | +15.7% | 6,726,268 | -6.6% | 2.08% | +7.2% |
| CSGP | Sell | COSTAR GROUP INC | $62,229,021 | +5.8% | 712,084 | -6.9% | 2.06% | -2.0% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $58,241,175 | +39.1% | 353,298 | +53.3% | 1.92% | +29.0% |
| GLOB | Buy | GLOBANT S A | $52,364,881 | +33.4% | 220,039 | +10.9% | 1.73% | +23.7% |
| GTLS | Sell | CHART INDS INC | $52,131,092 | -21.7% | 382,389 | -2.9% | 1.72% | -27.4% |
| SMAR | Buy | SMARTSHEET INC | $49,767,422 | +1091.4% | 1,040,724 | +908.1% | 1.64% | +1003.4% |
| CSTL | Sell | CASTLE BIOSCIENCES INC | $46,752,444 | +11.3% | 2,166,471 | -12.9% | 1.54% | +3.1% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $46,349,999 | +11.5% | 1,041,573 | +4.2% | 1.53% | +3.4% |
| KRNT | Sell | KORNIT DIGITAL LTD | $42,794,818 | -5.2% | 2,233,550 | -6.4% | 1.41% | -12.1% |
| WK | Sell | WORKIVA INC | $42,550,208 | -3.6% | 419,090 | -3.8% | 1.40% | -10.7% |
| VCTR | Buy | VICTORY CAP HLDGS INC | $41,796,005 | +26.0% | 1,213,589 | +22.0% | 1.38% | +16.9% |
| ARRY | Buy | ARRAY TECHNOLOGIES INC | $38,016,602 | -20.1% | 2,262,893 | +5.6% | 1.26% | -25.9% |
| HUBS | Sell | HUBSPOT INC | $37,704,331 | +9.3% | 64,947 | -7.3% | 1.24% | +1.3% |
| DV | New | DOUBLEVERIFY HLDGS INC | $36,987,660 | – | 1,005,646 | +100.0% | 1.22% | – |
| PRCH | Buy | PORCH GROUP INC | $36,623,507 | +330.0% | 11,890,749 | +12.0% | 1.21% | +299.3% |
| LOVE | Sell | LOVESAC COMPANY | $36,447,918 | +26.5% | 1,426,533 | -1.3% | 1.20% | +17.3% |
| TCBI | Sell | TEXAS CAP BANCSHARES INC | $34,861,228 | -2.2% | 539,397 | -10.9% | 1.15% | -9.4% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $29,597,618 | +16.9% | 346,333 | +4.4% | 0.98% | +8.4% |
| MTRN | Sell | MATERION CORP | $29,530,271 | +25.0% | 226,929 | -2.1% | 0.98% | +15.8% |
| ROLL | Sell | RBC BEARINGS INC | $27,996,425 | +20.8% | 98,271 | -0.7% | 0.92% | +12.0% |
| Sell | ODDITY TECH LTD | $27,289,798 | +52.8% | 586,499 | -6.9% | 0.90% | +41.7% | |
| SIBN | Buy | SI-BONE INC | $27,002,586 | +11.9% | 1,286,450 | +13.2% | 0.89% | +3.7% |
| KNSL | Buy | KINSALE CAP GROUP INC | $25,152,746 | +155.4% | 75,103 | +215.8% | 0.83% | +136.8% |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $25,008,155 | +32.1% | 769,245 | +30.0% | 0.83% | +22.6% |
| RH | New | RH | $24,914,836 | – | 85,477 | +100.0% | 0.82% | – |
| PHR | Sell | PHREESIA INC | $24,540,621 | +20.9% | 1,060,070 | -2.5% | 0.81% | +12.2% |
| Sell | VITA COCO CO INC | $23,871,865 | -21.2% | 930,677 | -20.0% | 0.79% | -27.0% | |
| Sell | LIFE TIME GROUP HOLDINGS INC | $23,785,141 | -7.9% | 1,577,264 | -7.1% | 0.79% | -14.6% | |
| PRO | Sell | PROS HOLDINGS INC | $23,506,197 | +4.7% | 605,986 | -6.6% | 0.78% | -3.0% |
| CHEF | Buy | CHEFS WHSE INC | $23,383,342 | +231.5% | 794,541 | +138.5% | 0.77% | +207.6% |
| RGEN | Sell | REPLIGEN CORP | $23,317,543 | +10.5% | 129,686 | -2.3% | 0.77% | +2.4% |
| MASS | Buy | 908 DEVICES INC | $22,873,743 | +86.3% | 2,038,658 | +10.6% | 0.76% | +73.0% |
| EEFT | Buy | EURONET WORLDWIDE INC | $22,435,481 | +38.1% | 221,061 | +8.0% | 0.74% | +28.0% |
| THRM | Buy | GENTHERM INC | $21,623,162 | +55.6% | 412,971 | +61.2% | 0.71% | +44.2% |
| Buy | PORTILLOS INC | $21,098,727 | +38.5% | 1,324,465 | +33.8% | 0.70% | +28.4% | |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $21,005,969 | +44.5% | 1,292,675 | +22.8% | 0.69% | +34.0% |
| PLRX | Buy | PLIANT THERAPEUTICS INC | $20,840,372 | +28.0% | 1,150,766 | +22.5% | 0.69% | +18.6% |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $20,781,194 | +10.0% | 532,578 | -1.6% | 0.69% | +1.9% |
| VECO | Sell | VEECO INSTRS INC DEL | $20,381,497 | -1.5% | 656,832 | -10.8% | 0.67% | -8.7% |
| BMBL | Buy | BUMBLE INC | $20,175,861 | +7.7% | 1,368,783 | +9.0% | 0.67% | -0.1% |
| Sell | ENOVIX CORPORATION | $19,700,733 | -12.8% | 1,573,541 | -12.5% | 0.65% | -19.0% | |
| EVER | Sell | EVERQUOTE INC | $18,249,950 | +60.9% | 1,491,009 | -4.9% | 0.60% | +49.3% |
| QTRX | Sell | QUANTERIX CORP | $18,231,925 | -11.5% | 666,859 | -12.2% | 0.60% | -18.0% |
| VERX | Buy | VERTEX INCcl a | $17,877,546 | +74.2% | 663,606 | +49.4% | 0.59% | +61.2% |
| FSLR | Buy | FIRST SOLAR INC | $17,418,369 | +22.8% | 101,105 | +15.1% | 0.58% | +13.9% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $17,013,620 | +33.7% | 156,031 | +10.3% | 0.56% | +24.1% |
| PSTG | Sell | PURE STORAGE INCcl a | $16,645,696 | -5.9% | 466,789 | -6.0% | 0.55% | -12.7% |
| AMRC | Buy | AMERESCO INCcl a | $16,521,352 | -17.1% | 521,672 | +0.9% | 0.55% | -23.1% |
| Sell | UDEMY INC | $16,470,659 | -2.7% | 1,118,171 | -37.3% | 0.54% | -9.8% | |
| ELY | Buy | TOPGOLF CALLAWAY BRANDS CORP | $16,020,462 | +5.1% | 1,117,187 | +1.5% | 0.53% | -2.6% |
| WW | Sell | WW INTL INC | $15,804,093 | -43.8% | 1,806,182 | -28.8% | 0.52% | -47.9% |
| PRFT | Buy | PERFICIENT INC | $15,712,024 | +22.1% | 238,712 | +7.3% | 0.52% | +13.1% |
| BBIO | Buy | BRIDGEBIO PHARMA INC | $15,675,752 | +446.3% | 388,302 | +256.8% | 0.52% | +407.8% |
| BPMC | Sell | BLUEPRINT MEDICINES CORP | $15,450,846 | +34.2% | 167,507 | -26.9% | 0.51% | +24.4% |
| PRTA | Buy | PROTHENA CORP PLC | $15,159,485 | -9.7% | 417,157 | +19.9% | 0.50% | -16.2% |
| Buy | SPX TECHNOLOGIES INC | $14,944,733 | +25.1% | 147,953 | +0.8% | 0.49% | +16.2% | |
| Sell | FIRST WATCH RESTAURANT GROUP | $14,892,231 | +12.4% | 740,907 | -3.3% | 0.49% | +4.2% | |
| SSYS | Buy | STRATASYS LTD | $14,507,038 | +12.7% | 1,015,899 | +7.4% | 0.48% | +4.4% |
| ARCT | Buy | ARCTURUS THERAPEUTICS HLDGS | $14,200,040 | +39.3% | 450,366 | +12.9% | 0.47% | +29.2% |
| ETSY | Sell | ETSY INC | $14,120,288 | -59.0% | 174,217 | -67.3% | 0.47% | -62.0% |
| CYBR | Sell | CYBERARK SOFTWARE LTD | $14,111,201 | +19.3% | 64,420 | -10.8% | 0.47% | +10.7% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $13,936,881 | +72.7% | 302,581 | +28.1% | 0.46% | +59.7% |
| VCYT | Buy | VERACYTE INC | $13,862,234 | +62.8% | 503,898 | +32.1% | 0.46% | +51.2% |
| Sell | CCC INTELLIGENT SOLUTIONS HL | $13,180,428 | -38.1% | 1,157,193 | -27.4% | 0.44% | -42.6% | |
| STKL | Buy | SUNOPTA INC | $13,094,031 | +2158.0% | 2,393,790 | +1291.2% | 0.43% | +1957.1% |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $12,752,753 | +14.3% | 1,030,942 | +11.4% | 0.42% | +6.0% |
| KNSA | Buy | KINIKSA PHARMACEUTICALS LTD | $12,670,686 | +36.5% | 722,388 | +35.2% | 0.42% | +26.6% |
| GDYN | Sell | GRID DYNAMICS HLDGS INCcl a | $11,816,605 | -57.3% | 886,467 | -61.0% | 0.39% | -60.4% |
| EWTX | Buy | EDGEWISE THERAPEUTICS INC | $11,759,494 | +118.5% | 1,074,908 | +14.5% | 0.39% | +102.1% |
| COUR | New | COURSERA INC | $11,729,542 | – | 605,552 | +100.0% | 0.39% | – |
| NTNX | Sell | NUTANIX INCcl a | $11,635,215 | -6.3% | 243,976 | -31.5% | 0.38% | -13.1% |
| CFLT | Buy | CONFLUENT INC | $11,630,572 | +3.4% | 497,033 | +30.8% | 0.38% | -4.2% |
| TMDX | Buy | TRANSMEDICS GROUP INC | $11,581,872 | +58.0% | 146,736 | +9.6% | 0.38% | +46.7% |
| WNS | Buy | WNS HLDGS LTDspon adr | $11,415,626 | +0.8% | 180,627 | +9.2% | 0.38% | -6.5% |
| HCAT | Buy | HEALTH CATALYST INC | $11,424,256 | -4.2% | 1,233,721 | +4.7% | 0.38% | -11.3% |
| BLUE | Buy | BLUEBIRD BIO INC | $11,147,222 | -28.6% | 8,077,697 | +57.2% | 0.37% | -33.8% |
| CCOI | Buy | COGENT COMMUNICATIONS HLDGS | $10,566,331 | +52.5% | 138,921 | +24.1% | 0.35% | +41.3% |
| Sell | RISKIFIED LTD | $10,423,226 | -17.0% | 2,227,185 | -20.5% | 0.34% | -23.0% | |
| TXG | New | 10X GENOMICS INC | $10,355,622 | – | 185,054 | +100.0% | 0.34% | – |
| SSTI | Sell | SOUNDTHINKING INC | $9,919,353 | -1.1% | 388,385 | -30.7% | 0.33% | -8.1% |
| FVRR | Sell | FIVERR INTL LTD | $9,904,460 | -16.8% | 363,867 | -25.2% | 0.33% | -22.9% |
| HBIO | Buy | HARVARD BIOSCIENCE INC | $9,862,639 | +32.2% | 1,843,484 | +6.2% | 0.33% | +22.6% |
| PTC | Sell | PTC INC | $9,792,161 | -4.6% | 55,968 | -22.8% | 0.32% | -11.7% |
| NTRA | Sell | NATERA INC | $9,660,341 | -42.0% | 154,220 | -59.1% | 0.32% | -46.3% |
| POWI | Buy | POWER INTEGRATIONS INC | $9,278,512 | +8.0% | 113,001 | +0.4% | 0.31% | 0.0% |
| ONTO | Sell | ONTO INNOVATION INC | $8,899,086 | -6.2% | 58,202 | -21.7% | 0.29% | -13.0% |
| BRKS | Sell | AZENTA INC | $8,704,723 | -5.3% | 133,631 | -27.0% | 0.29% | -11.9% |
| QLYS | Sell | QUALYS INC | $8,338,171 | -7.0% | 42,481 | -27.8% | 0.28% | -14.1% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $8,057,012 | +38.3% | 821,306 | +17.7% | 0.27% | +27.9% |
| VRNS | Sell | VARONIS SYS INC | $8,000,433 | +20.2% | 176,688 | -18.9% | 0.26% | +11.4% |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $7,911,184 | -14.9% | 586,448 | -16.1% | 0.26% | -21.1% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $7,860,048 | +21.1% | 257,791 | +25.6% | 0.26% | +12.6% |
| MOD | New | MODINE MFG CO | $7,808,820 | – | 130,801 | +100.0% | 0.26% | – |
| SWAV | Buy | SHOCKWAVE MED INC | $7,775,229 | +31.3% | 40,802 | +37.1% | 0.26% | +21.8% |
| Buy | MOONLAKE IMMUNOTHERAPEUTICSclass a ord | $7,655,761 | +58.8% | 126,772 | +49.9% | 0.25% | +47.1% | |
| COMP | New | COMPASS INCcl a | $7,616,181 | – | 2,025,580 | +100.0% | 0.25% | – |
| CRVL | Sell | CORVEL CORP | $7,593,550 | +22.4% | 30,717 | -2.6% | 0.25% | +13.6% |
| MLAB | Buy | MESA LABS INC | $7,531,496 | +12.2% | 71,886 | +12.5% | 0.25% | +4.2% |
| CIEN | Buy | CIENA CORP | $7,436,192 | -3.9% | 165,212 | +0.9% | 0.25% | -10.9% |
| Sell | DOCGO INC | $7,430,385 | -13.2% | 1,329,228 | -17.3% | 0.24% | -19.7% | |
| CSIQ | Buy | CANADIAN SOLAR INC | $7,323,390 | +7.7% | 279,199 | +1.0% | 0.24% | 0.0% |
| Sell | DEFINITIVE HEALTHCARE CORP | $7,294,002 | -31.8% | 733,803 | -45.2% | 0.24% | -36.7% | |
| EXPE | Sell | EXPEDIA GROUP INC | $7,297,001 | +23.9% | 48,073 | -15.9% | 0.24% | +14.8% |
| Sell | ZYMEWORKS INC | $7,278,798 | +59.2% | 700,558 | -2.9% | 0.24% | +47.2% | |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $6,934,887 | – | 320,911 | +100.0% | 0.23% | – |
| FROG | Buy | JFROG LTD | $6,779,095 | +55.4% | 195,871 | +13.8% | 0.22% | +44.5% |
| Sell | MAXCYTE INC | $6,713,710 | +8.9% | 1,428,449 | -27.7% | 0.22% | +0.9% | |
| FIVN | Buy | FIVE9 INC | $6,638,997 | +56.0% | 84,369 | +27.5% | 0.22% | +44.1% |
| GSHD | Buy | GOOSEHEAD INS INC | $6,632,803 | +20.0% | 87,504 | +18.0% | 0.22% | +11.2% |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN D | $6,623,753 | +47.2% | 70,286 | +27.2% | 0.22% | +36.9% |
| HLIT | Sell | HARMONIC INC | $6,304,892 | -42.7% | 483,504 | -57.7% | 0.21% | -46.9% |
| OSIS | Sell | OSI SYSTEMS INC | $6,276,734 | -24.0% | 48,638 | -30.5% | 0.21% | -29.6% |
| INSM | Sell | INSMED INC | $6,265,961 | +5.2% | 202,193 | -14.3% | 0.21% | -2.4% |
| STOK | Buy | STOKE THERAPEUTICS INC | $5,985,286 | +78.5% | 1,137,887 | +33.7% | 0.20% | +66.4% |
| DSGX | Buy | DESCARTES SYS GROUP INC | $5,896,221 | +167.1% | 70,143 | +133.2% | 0.20% | +146.8% |
| NEOG | Sell | NEOGEN CORP | $5,778,709 | -48.5% | 287,355 | -52.5% | 0.19% | -52.2% |
| BOOT | Buy | BOOT BARN HLDGS INC | $5,572,008 | +89.2% | 72,590 | +100.1% | 0.18% | +75.2% |
| LQDT | Sell | LIQUIDITY SVCS INC | $5,465,879 | -61.2% | 317,599 | -60.3% | 0.18% | -63.9% |
| Buy | HASHICORP INC | $5,453,843 | +79.5% | 230,704 | +73.4% | 0.18% | +66.7% | |
| EXLS | Buy | EXLSERVICE HOLDINGS INC | $5,439,133 | +234.9% | 176,309 | +204.4% | 0.18% | +210.3% |
| RPD | Sell | RAPID7 INC | $5,245,263 | +8.5% | 91,861 | -13.0% | 0.17% | +0.6% |
| CXM | Buy | SPRINKLR INCcl a | $5,104,840 | +25.2% | 423,990 | +43.9% | 0.17% | +16.6% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $5,127,684 | +27.3% | 190,196 | +36.2% | 0.17% | +17.4% |
| NVMI | Buy | NOVA LTD | $5,026,276 | +185.8% | 36,584 | +133.9% | 0.17% | +163.5% |
| VICR | Sell | VICOR CORP | $4,927,446 | -35.3% | 109,645 | -15.2% | 0.16% | -39.9% |
| Buy | KLAVIYO INC | $4,842,860 | +100.1% | 174,329 | +148.4% | 0.16% | +86.0% | |
| VVI | Buy | VIAD CORP | $4,715,521 | +91.9% | 130,263 | +38.9% | 0.16% | +77.3% |
| FARO | New | FARO TECHNOLOGIES INC | $4,703,611 | – | 208,771 | +100.0% | 0.16% | – |
| SHLS | New | SHOALS TECHNOLOGIES GROUP INcl a | $4,575,318 | – | 294,422 | +100.0% | 0.15% | – |
| Sell | ARTERIS INC | $4,530,700 | -21.1% | 769,219 | -12.8% | 0.15% | -26.8% | |
| OKTA | Sell | OKTA INCcl a | $4,445,566 | +5.1% | 49,106 | -5.4% | 0.15% | -2.6% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $4,407,841 | +25.5% | 230,777 | +18.0% | 0.15% | +16.8% |
| PDFS | New | PDF SOLUTIONS INC | $4,376,407 | – | 136,167 | +100.0% | 0.14% | – |
| SMCI | Sell | SUPER MICRO COMPUTER INC | $4,315,920 | -43.2% | 15,183 | -45.2% | 0.14% | -47.0% |
| CERT | New | CERTARA INC | $4,284,115 | – | 243,554 | +100.0% | 0.14% | – |
| SRI | Buy | STONERIDGE INC | $4,233,735 | +8.7% | 216,338 | +11.5% | 0.14% | +0.7% |
| TWLO | Buy | TWILIO INCcl a | $4,204,336 | +42.5% | 55,415 | +9.9% | 0.14% | +32.4% |
| SLAB | Sell | SILICON LABORATORIES INC | $4,177,748 | -19.7% | 31,585 | -29.6% | 0.14% | -25.4% |
| CTSO | Buy | CYTOSORBENTS CORP | $4,016,139 | +37.6% | 3,618,143 | +133.1% | 0.13% | +27.9% |
| CEVA | Sell | CEVA INC | $3,968,414 | +4.6% | 174,743 | -10.7% | 0.13% | -3.0% |
| IMGN | Sell | IMMUNOGEN INC | $3,528,824 | -67.4% | 119,016 | -82.5% | 0.12% | -69.6% |
| FOXF | Buy | FOX FACTORY HLDG CORP | $3,188,700 | +61.0% | 47,254 | +136.4% | 0.10% | +47.9% |
| VCEL | Buy | VERICEL CORP | $2,830,247 | +11.5% | 79,479 | +5.0% | 0.09% | +3.3% |
| RDWR | Sell | RADWARE LTDord | $2,802,690 | -37.6% | 168,027 | -36.7% | 0.09% | -41.9% |
| FORM | New | FORMFACTOR INC | $2,704,643 | – | 64,844 | +100.0% | 0.09% | – |
| APLS | Sell | APELLIS PHARMACEUTICALS INC | $2,528,546 | -12.7% | 42,241 | -44.5% | 0.08% | -18.4% |
| PLOW | Buy | DOUGLAS DYNAMICS INC | $2,457,237 | +11.6% | 82,791 | +13.5% | 0.08% | +3.8% |
| BELFB | Buy | BEL FUSE INCcl b | $2,394,906 | +65.2% | 35,868 | +18.0% | 0.08% | +51.9% |
| New | N-ABLE INC | $2,371,180 | – | 178,957 | +100.0% | 0.08% | – | |
| MEC | Buy | MAYVILLE ENGR CO INC | $2,080,489 | +1136.8% | 144,278 | +840.9% | 0.07% | +1050.0% |
| PNR | Buy | PENTAIR PLC | $2,030,645 | +385.5% | 27,928 | +332.3% | 0.07% | +346.7% |
| SKX | New | SKECHERS U S A INCcl a | $1,848,319 | – | 29,649 | +100.0% | 0.06% | – |
| CYRX | Sell | CRYOPORT INC | $1,817,116 | -79.0% | 117,309 | -81.4% | 0.06% | -80.5% |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $1,805,910 | +4.5% | 1,906,175 | +31.2% | 0.06% | -3.2% |
| TDUP | Sell | THREDUP INCcl a | $1,737,682 | -56.4% | 772,303 | -22.2% | 0.06% | -59.9% |
| TRIP | New | TRIPADVISOR INC | $1,729,634 | – | 80,336 | +100.0% | 0.06% | – |
| ROG | Sell | ROGERS CORP | $1,515,239 | -52.5% | 11,473 | -52.7% | 0.05% | -56.1% |
| TTEK | Sell | TETRA TECH INC NEW | $1,488,849 | -7.7% | 8,919 | -15.9% | 0.05% | -14.0% |
| AMBA | Sell | AMBARELLA INC | $1,456,373 | +7.8% | 23,762 | -6.7% | 0.05% | 0.0% |
| BMRA | Sell | BIOMERICA INC | $1,353,340 | +35.3% | 1,082,672 | -6.9% | 0.04% | +25.0% |
| RUSHA | Buy | RUSH ENTERPRISES INCcl a | $1,258,556 | +36.6% | 25,021 | +10.9% | 0.04% | +27.3% |
| Buy | NUVEI CORPORATION | $1,140,419 | +502.2% | 43,428 | +244.0% | 0.04% | +442.9% | |
| Buy | CARIBOU BIOSCIENCES INC | $792,631 | +21.6% | 138,330 | +1.4% | 0.03% | +13.0% | |
| ICAD | Sell | ICAD INC | $754,744 | -60.0% | 426,409 | -52.4% | 0.02% | -62.7% |
| Buy | SYMBOTIC INC | $532,343 | +76.7% | 10,371 | +15.1% | 0.02% | +63.6% | |
| DAR | Buy | DARLING INGREDIENTS INC | $541,163 | +44.6% | 10,858 | +51.5% | 0.02% | +38.5% |
| IWO | New | ISHARES TRrus 2000 grw etf | $454,753 | – | 1,803 | +100.0% | 0.02% | – |
| DXCM | New | DEXCOM INC | $426,373 | – | 3,436 | +100.0% | 0.01% | – |
| WTS | Buy | WATTS WATER TECHNOLOGIES INCcl a | $418,972 | +40.3% | 2,011 | +16.4% | 0.01% | +27.3% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $268,082 | -95.8% | 425 | -96.9% | 0.01% | -96.1% |
| RSSS | Buy | RESEARCH SOLUTIONS INC | $79,999 | +6.8% | 30,769 | +2.7% | 0.00% | 0.0% |
| RNLX | Sell | RENALYTIX PLCads | $29,756 | -94.2% | 76,298 | -76.3% | 0.00% | -94.4% |
| LFMD | Exit | LIFEMD INC | $0 | – | -84,013 | -100.0% | -0.02% | – |
| ERII | Exit | ENERGY RECOVERY INC | $0 | – | -34,521 | -100.0% | -0.03% | – |
| AIRG | Exit | AIRGAIN INC | $0 | – | -354,803 | -100.0% | -0.05% | – |
| PODD | Exit | INSULET CORP | $0 | – | -8,230 | -100.0% | -0.05% | – |
| SKIN | Exit | THE BEAUTY HEALTH COMPANY | $0 | – | -233,502 | -100.0% | -0.05% | – |
| TNDM | Exit | TANDEM DIABETES CARE INC | $0 | – | -98,924 | -100.0% | -0.07% | – |
| SITM | Exit | SITIME CORP | $0 | – | -19,514 | -100.0% | -0.08% | – |
| LLNW | Exit | EDGIO INC | $0 | – | -2,828,934 | -100.0% | -0.09% | – |
| RVNC | Exit | REVANCE THERAPEUTICS INC | $0 | – | -355,360 | -100.0% | -0.14% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -37,847 | -100.0% | -0.18% | – |
| TW | Exit | TRADEWEB MKTS INCcl a | $0 | – | -73,961 | -100.0% | -0.21% | – |
| MRTX | Exit | MIRATI THERAPEUTICS INC | $0 | – | -145,175 | -100.0% | -0.22% | – |
| BILL | Exit | BILL HOLDINGS INC | $0 | – | -60,730 | -100.0% | -0.24% | – |
| APPN | Exit | APPIAN CORPcl a | $0 | – | -199,486 | -100.0% | -0.32% | – |
| OLK | Exit | OLINK HLDG ABsponsored ads | $0 | – | -805,456 | -100.0% | -0.42% | – |
| JRVR | Exit | JAMES RIV GROUP LTD | $0 | – | -831,675 | -100.0% | -0.46% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -123,506 | -100.0% | -0.53% | – |
| HQY | Exit | HEALTHEQUITY INC | $0 | – | -489,387 | -100.0% | -1.27% | – |
| Exit | RB GLOBAL INC | $0 | – | -760,689 | -100.0% | -1.69% | – | |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -228,747 | -100.0% | -2.11% | – |
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 2024-02-14
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 | 45 | Q2 2024 | 4.7% |
| SPS COMM INC | 45 | Q2 2024 | 3.5% |
| EURONET WORLDWIDE, INC | 45 | Q2 2024 | 1.7% |
| OSI SYSTEMS INC | 45 | Q2 2024 | 2.4% |
| RBC BEARINGS INC | 45 | Q2 2024 | 1.5% |
| PROS HOLDINGS INC | 45 | Q2 2024 | 0.8% |
| RADWARE LTD | 45 | Q2 2024 | 1.3% |
| POWER INTEGRATIONS INC | 45 | Q2 2024 | 0.9% |
| PTC INC | 45 | Q2 2024 | 1.3% |
| SILICON LABORATORIES, INC | 45 | Q2 2024 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| indie Semiconductor, Inc. | April 11, 2024 | 19,379,926 | 11.8% |
| 908 Devices Inc. | February 14, 2024 | 2,038,658 | 6.3% |
| BIOMERICA INC | February 14, 2024 | 1,082,672 | 6.4% |
| bluebird bio, Inc. | February 14, 2024 | 8,077,697 | 7.4% |
| CASTLE BIOSCIENCES INC | February 14, 2024 | 2,166,471 | 8.0% |
| Cytosorbents Corp | February 14, 2024 | 3,618,143 | 6.9% |
| EverQuote, Inc. | February 14, 2024 | 1,491,009 | 5.3% |
| Genius Sports Ltd | February 14, 2024 | 13,578,412 | 6.3% |
| ICAD INC | February 14, 2024 | 426,409 | 1.6% |
| Kornit Digital Ltd. | February 14, 2024 | 2,233,550 | 4.5% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.