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Granahan Investment Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,806,359,268
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PORCH GROUP INC · COM · 733245104 · shares: $186,400,646
- SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 · shares: $148,582,514
- FORGENT POWER SOLUTIONS INC · COM SHS CL A · 34631F102 · shares: $100,972,983
- INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 · shares: $87,195,315
- VICTORY CAP HLDGS INC DEL · COM CL A · 92645B103 · shares: $85,349,733
- FTAI AVIATION LTD · SHS · G3730V105 · shares: $79,460,613
- MAREX GROUP PLC · ORD · G5S37H101 · shares: $76,448,549
- MODINE MFG CO · COM · 607828100 · shares: $70,378,995
- CARPENTER TECHNOLOGY CORP · COM · 144285103 · shares: $59,821,760
- NEXTPOWER INC · CLASS A COM · 65290E101 · shares: $59,086,053
Reported holdings
150 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PORCH GROUP INC | COM | 733245104 | — | 12,393,660 shares | $186,400,646 |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | — | 445,752 shares | $148,582,514 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 1,807,608 shares | $100,972,983 |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | — | 19,419,892 shares | $87,195,315 |
| VICTORY CAP HLDGS INC DEL | COM CL A | 92645B103 | — | 1,015,343 shares | $85,349,733 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 293,722 shares | $79,460,613 |
| MAREX GROUP PLC | ORD | G5S37H101 | — | 1,254,283 shares | $76,448,549 |
| MODINE MFG CO | COM | 607828100 | — | 263,572 shares | $70,378,995 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 96,981 shares | $59,821,760 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | — | 495,938 shares | $59,086,053 |
| MAGNITE INC | COM | 55955D100 | — | 3,083,211 shares | $58,519,345 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 96,829 shares | $54,283,306 |
| ONTO INNOVATION INC | COM | 683344105 | — | 141,568 shares | $53,576,410 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 269,330 shares | $50,370,097 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | — | 147,231 shares | $46,538,247 |
| KURA SUSHI USA INC | CL A COM | 501270102 | — | 801,969 shares | $46,161,336 |
| REPLIGEN CORP | COM | 759916109 | — | 332,271 shares | $45,335,055 |
| DIGITAL TURBINE INC | COM NEW | 25400W102 | — | 3,494,200 shares | $45,075,180 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 | — | 1,083,587 shares | $44,253,693 |
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | — | 7,024,330 shares | $42,567,440 |
| CASELLA WASTE SYS INC | CL A | 147448104 | — | 436,289 shares | $42,306,944 |
| QXO INC | COM NEW | 82846H405 | — | 2,327,662 shares | $40,221,999 |
| GENERAC HLDGS INC | COM | 368736104 | — | 122,872 shares | $35,978,150 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 1,758,212 shares | $34,601,612 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | — | 2,119,398 shares | $34,440,217 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 314,882 shares | $32,395,060 |
| DAVE INC | CLASS A COM NEW | 23834J201 | — | 84,897 shares | $31,631,773 |
| SI BONE INC | COM | 825704109 | — | 1,931,182 shares | $31,516,890 |
| JFROG LTD | ORD SHS | M6191J100 | — | 299,683 shares | $27,235,191 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 | — | 842,306 shares | $25,867,217 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | — | 1,661,163 shares | $24,252,980 |
| GATES INDL CORP PLC | ORD SHS | G39108108 | — | 843,441 shares | $23,591,045 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 633,327 shares | $21,995,447 |
| GRAIL INC | COM | 384747101 | — | 321,176 shares | $21,926,686 |
| RBC BEARINGS INC | COM | 75524B104 | — | 34,017 shares | $21,908,989 |
| CAVA GROUP INC | COM | 148929102 | — | 265,411 shares | $20,829,455 |
| ORTHOPEDIATRICS CORP | COM | 68752L100 | — | 1,085,964 shares | $20,774,491 |
| MATERION CORP | COM | 576690101 | — | 69,793 shares | $20,755,740 |
| DESCARTES SYS GROUP INC | COM | 249906108 | — | 297,257 shares | $20,582,075 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 233,540 shares | $19,089,560 |
| TOAST INC | CL A | 888787108 | — | 685,751 shares | $19,077,593 |
| TEXAS CAP BANCSHARES INC | COM | 88224Q107 | — | 184,087 shares | $19,008,824 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 124,271 shares | $18,922,745 |
| CELCUITY INC | COM | 15102K100 | — | 179,053 shares | $18,732,525 |
| UNUSUAL MACHS INC | COM SHS | 91532F102 | — | 829,328 shares | $18,494,014 |
| FIRST WATCH RESTAURANT GROUP | COM | 33748L101 | — | 1,363,852 shares | $17,580,052 |
| NUTANIX INC | CL A | 67059N108 | — | 336,852 shares | $17,165,978 |
| NLIGHT INC | COM | 65487K100 | — | 236,991 shares | $16,499,313 |
| VEECO INSTRS INC DEL | COM | 922417100 | — | 204,837 shares | $15,526,645 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | — | 461,608 shares | $15,103,814 |
| BIOLIFE SOLUTIONS INC | COM NEW | 09062W204 | — | 521,430 shares | $14,725,183 |
| AEROVIRONMENT INC | COM | 008073108 | — | 86,783 shares | $14,325,270 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 | — | 1,025,050 shares | $13,817,674 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | — | 185,461 shares | $12,911,795 |
| MAYVILLE ENGR CO INC | COM | 578605107 | — | 324,108 shares | $12,141,086 |
| CHIME FINL INC | COM SHS CL A | 16935C109 | — | 583,381 shares | $11,947,643 |
| YORK SPACE SYSTEMS INC | COM | 987084100 | — | 468,190 shares | $11,526,838 |
| ALKAMI TECHNOLOGY INC | COM | 01644J108 | — | 627,781 shares | $11,375,392 |
| ARXIS INC | CL A COM | 04339D105 | — | 241,183 shares | $11,128,184 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 70,354 shares | $11,047,689 |
| RADNET INC | COM | 750491102 | — | 171,637 shares | $10,584,854 |
| JBT MAREL CORPORATION | COM | 477839104 | — | 72,356 shares | $10,491,620 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 83,903 shares | $9,980,262 |
| AGILYSYS INC | COM | 00847J105 | — | 94,777 shares | $9,904,197 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | — | 446,988 shares | $9,771,158 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | G52694109 | — | 151,725 shares | $9,702,814 |
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | — | 336,172 shares | $9,701,924 |
| OKTA INC | CL A | 679295105 | — | 68,271 shares | $9,315,578 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 83,270 shares | $9,245,468 |
| LIGHTPATH TECHNOLOGIES INC | COM CL A | 532257805 | — | 563,045 shares | $9,205,786 |
| OWLET INC | CL A NEW | 69120X206 | — | 1,595,419 shares | $9,157,705 |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | — | 163,759 shares | $9,006,745 |
| CHEFS WHSE INC | COM | 163086101 | — | 93,187 shares | $8,955,271 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | — | 1,305,177 shares | $8,888,255 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 57,848 shares | $8,848,430 |
| RAMBUS INC DEL | COM | 750917106 | — | 66,245 shares | $8,793,361 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 97,318 shares | $8,789,762 |
| ZYMEWORKS INC | COM | 98985Y108 | — | 336,157 shares | $8,787,144 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 | — | 94,823 shares | $8,604,239 |
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | — | 354,973 shares | $8,451,907 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 148,652 shares | $8,325,999 |
| IMMUNOME INC | COM | 45257U108 | — | 378,542 shares | $8,021,305 |
| IMMUNOVANT INC | COM | 45258J102 | — | 206,372 shares | $7,951,513 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | — | 193,778 shares | $7,873,200 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 129,443 shares | $7,813,179 |
| ARTERIS INC | COM | 04302A104 | — | 160,415 shares | $7,794,565 |
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 | — | 395,177 shares | $7,634,820 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | — | 338,565 shares | $7,519,529 |
| ANTERIX INC | COM | 03676C100 | — | 72,121 shares | $7,424,136 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 99,130 shares | $7,383,202 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 82,991 shares | $7,367,941 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 58,689 shares | $7,221,681 |
| KARMAN HLDGS INC | COMMON STOCK | 485924104 | — | 144,544 shares | $7,215,636 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | — | 1,235,954 shares | $7,168,533 |
| IRADIMED CORP | COM | 46266A109 | — | 74,966 shares | $7,163,751 |
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 | — | 898,753 shares | $7,118,124 |
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 | — | 422,493 shares | $7,076,758 |
| NETSKOPE INC | CL A | 64119N608 | — | 607,060 shares | $6,641,236 |
| CORVEL CORP | COM | 221006109 | — | 105,569 shares | $6,600,174 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 342,173 shares | $6,429,431 |