Holdings of Granahan Investment Management, LLC

Name: Holdings of Granahan Investment Management, LLC
Creator: Titelia

130 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37 % of the equity sleeve

Sector breakdown

Materials 5.5 %
Industrials 5.3 %
Technology 0.3 %
Unattributed 88.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 98.7 %
KY 1.3 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	129	1.7B $	98.73 %
2	KY	1	21.9M $	1.27 %

Positions

Rank	Company	Shares	Value
1	Carpenter Technology Corp	239,469	94.4M $
2	Porch Group Inc	12,674,987	90.9M $
3	Modine Manufacturing Co	377,586	81.8M $
4	Victory Capital Holdings Inc	1,087,315	71.2M $
5	indie Semiconductor Inc	20,283,839	65.3M $
6	Forgent Power Solutions Inc	2,071,084	60.6M $
7	Nextpower Inc	424,434	51.2M $
8	Kura Sushi USA Inc	607,917	42.4M $
9	Onto Innovation Inc	198,694	40.7M $
10	Axon Enterprise Inc	90,692	38.5M $
11	Comfort Systems USA Inc	26,027	35.9M $
12	Life Time Group Holdings Inc	1,200,483	32.3M $
13	TTM Technologies Inc	327,434	31.9M $
14	Figure Technology Solutions Inc	935,400	31.8M $
15	Magnite Inc	2,553,413	30.3M $
16	QXO Inc	1,509,546	29.3M $
17	Semtech Corp	370,642	28.5M $
18	Cava Group Inc	303,891	24.6M $
19	Rambus Inc	280,246	24.1M $
20	SI-BONE Inc	1,739,097	22M $
21	Silicon Motion Technology Corp	195,252	21.9M $
22	York Space Systems Inc	967,610	21.5M $
23	RBC Bearings Inc	38,493	20.9M $
24	Materion Corp	144,476	20.9M $
25	Digital Turbine Inc	7,112,351	20.5M $
26	Casella Waste Systems Inc	250,262	19.9M $
27	Arlo Technologies Inc	1,169,490	16.6M $
28	Zeta Global Holdings Corp	1,024,487	16.3M $
29	Texas Capital Bancshares Inc	171,367	16.3M $
30	Ameresco Inc	630,073	16.1M $
31	Centrus Energy Corp	89,690	15.6M $
32	OrthoPediatrics Corp	896,741	14.2M $
33	Sterling Infrastructure Inc	34,332	14M $
34	Compass Inc	1,885,312	13.8M $
35	BioLife Solutions Inc	722,057	13.8M $
36	Alignment Healthcare Inc	780,500	13.8M $
37	Unusual Machines Inc /US	1,016,454	12.6M $
38	Arteris Inc	713,077	11.7M $
39	First Watch Restaurant Group Inc	1,088,037	11.4M $
40	Dave Inc	65,462	11.4M $
41	IRhythm Holdings Inc	96,022	11.3M $
42	Stoke Therapeutics Inc	335,586	10.9M $
43	Viking Therapeutics Inc	332,192	10.8M $
44	Toast Inc	399,067	10.6M $
45	nLight Inc	185,271	10.6M $
46	Repligen Corp	86,953	10.2M $
47	HealthEquity Inc	122,099	10.2M $
48	Celcuity Inc	88,833	10.1M $
49	StepStone Group Inc	211,626	10.1M $
50	Universal Technical Institute Inc	242,393	8.8M $
51	Chime Financial Inc	446,152	8.4M $
52	Phreesia Inc	987,607	8.3M $
53	Enovix Corp	1,589,586	8.2M $
54	JBT Marel Corp	63,212	8.1M $
55	Scholar Rock Holding Corp	156,314	7.7M $
56	Archer Aviation Inc	1,480,746	7.7M $
57	Bridgebio Pharma Inc	102,911	7.6M $
58	LightPath Technologies Inc	753,621	7.6M $
59	AeroVironment Inc	40,736	7.5M $
60	Syndax Pharmaceuticals Inc	306,321	7.2M $
61	Mayville Engineering Co Inc	387,470	7M $
62	Chefs' Warehouse Inc/The	114,599	6.8M $
63	Allegro MicroSystems Inc	215,001	6.8M $
64	Rhythm Pharmaceuticals Inc	77,709	6.8M $
65	Immunome Inc	307,021	6.7M $
66	MP Materials Corp	138,658	6.7M $
67	Lindblad Expeditions Holdings Inc	385,383	6.7M $
68	Veeco Instruments Inc	192,731	6.5M $
69	WillScot Holdings Corp	375,784	6.5M $
70	CoStar Group Inc	161,047	6.5M $
71	Ethos Technologies Inc	580,595	6.5M $
72	BETA TECHNOLOGIES INC	431,958	6.3M $
73	Edgewise Therapeutics Inc	200,843	6.3M $
74	Apogee Therapeutics Inc	75,086	6.3M $
75	Zymeworks Inc	250,773	6.3M $
76	GeneDx Holdings Corp	96,605	6.2M $
77	Owlet Inc	1,186,655	6.1M $
78	Immunovant Inc	244,430	6.1M $
79	Cogent Communications Holdings Inc	317,447	6M $
80	Nutanix Inc	156,318	5.9M $
81	Callaway Golf Co	422,920	5.9M $
82	Lattice Semiconductor Corp	63,054	5.8M $
83	RadNet Inc	104,282	5.8M $
84	NPK International Inc	401,658	5.8M $
85	Kinsale Capital Group Inc	16,516	5.6M $
86	CECO Environmental Corp	92,728	5.5M $
87	Xeris Biopharma Holdings Inc	921,854	5.3M $
88	Montrose Environmental Group Inc	241,787	5.3M $
89	Boot Barn Holdings Inc	35,455	5.2M $
90	Ligand Pharmaceuticals Inc	24,165	4.8M $
91	Cytokinetics Inc	72,464	4.8M $
92	Rigetti Computing Inc	326,721	4.6M $
93	Nuvalent Inc	43,003	4.4M $
94	CorVel Corp	79,896	4.4M $
95	908 Devices Inc	695,070	4.3M $
96	IonQ Inc	146,012	4.2M $
97	Revolution Medicines Inc	42,573	4.1M $
98	Core Scientific Inc	272,622	4.1M $
99	Alkami Technology Inc	252,868	4M $
100	Taysha Gene Therapies Inc	883,241	3.9M $