Granahan Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FORGENT POWER SOLUTIONS INC(FPS) | 0 | 2,071,084 | +2,071,084 | 0 | 60,620,629 | 2.93% | +60,620,629 |
| MODINE MFG CO(MOD) | 326,474 | 377,586 | +51,112 | 43,587,544 | 81,826,662 | 3.96% | +38,239,118 |
| YORK SPACE SYSTEMS INC(YSS) | 0 | 967,610 | +967,610 | 0 | 21,451,914 | 1.04% | +21,451,914 |
| NEXTPOWER INC | 384,710 | 424,434 | +39,724 | 33,512,088 | 51,165,519 | 2.47% | +17,653,431 |
| FTAI AVIATION LTD(FTAI) | 347,365 | 340,317 | -7,048 | 68,378,800 | 83,377,665 | 4.03% | +14,998,865 |
| TTM TECHNOLOGIES INC(TTMI) | 247,375 | 327,434 | +80,059 | 17,068,875 | 31,898,620 | 1.54% | +14,829,745 |
| QXO INC(QXO) | 799,612 | 1,509,546 | +709,934 | 15,424,515 | 29,315,383 | 1.42% | +13,890,868 |
| ARLO TECHNOLOGIES INC(ARLO) | 338,382 | 1,169,490 | +831,108 | 4,733,964 | 16,641,843 | 0.80% | +11,907,879 |
| COMFORT SYS USA INC(FIX) | 26,035 | 26,027 | -8 | 24,298,205 | 35,890,973 | 1.74% | +11,592,768 |
| CAVA GROUP INC(CAVA) | 230,803 | 303,891 | +73,088 | 13,545,828 | 24,584,782 | 1.19% | +11,038,954 |
| DAVE INC(DAVE) | 1,911 | 65,462 | +63,551 | 423,115 | 11,396,280 | 0.55% | +10,973,165 |
| NLIGHT INC(LASR) | 0 | 185,271 | +185,271 | 0 | 10,564,152 | 0.51% | +10,564,152 |
| CARPENTER TECHNOLOGY CORP(CRS) | 267,175 | 239,469 | -27,706 | 84,117,377 | 94,386,706 | 4.57% | +10,269,329 |
| ONTO INNOVATION INC(ONTO) | 196,642 | 198,694 | +2,052 | 31,041,906 | 40,746,179 | 1.97% | +9,704,273 |
| IRHYTHM HOLDINGS INC(IRTC) | 14,377 | 96,022 | +81,645 | 2,551,055 | 11,332,516 | 0.55% | +8,781,461 |
| ARTERIS INC(AIP) | 236,896 | 713,077 | +476,181 | 3,671,888 | 11,722,986 | 0.57% | +8,051,098 |
| AEROVIRONMENT INC | 0 | 40,736 | +40,736 | 0 | 7,456,725 | 0.36% | +7,456,725 |
| ETHOS TECHNOLOGIES INC(LIFE) | 0 | 580,595 | +580,595 | 0 | 6,485,246 | 0.31% | +6,485,246 |
| CALLAWAY GOLF CO(CALY) | 0 | 422,920 | +422,920 | 0 | 5,870,130 | 0.28% | +5,870,130 |
| RADNET INC(RDNT) | 0 | 104,282 | +104,282 | 0 | 5,828,321 | 0.28% | +5,828,321 |
| CHIME FINL INC(CHYM) | 115,755 | 446,152 | +330,397 | 2,913,553 | 8,356,427 | 0.40% | +5,442,874 |
| STOKE THERAPEUTICS INC(STOK) | 191,397 | 335,586 | +144,189 | 6,074,941 | 10,926,680 | 0.53% | +4,851,739 |
| SI BONE INC | 880,155 | 1,739,097 | +858,942 | 17,356,657 | 21,964,795 | 1.06% | +4,608,138 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 665,518 | 935,400 | +269,882 | 27,179,755 | 31,756,830 | 1.54% | +4,577,075 |
| INDIE SEMICONDUCTOR INC | 17,216,584 | 20,283,839 | +3,067,255 | 60,774,542 | 65,313,962 | 3.16% | +4,539,420 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 89,857 | 215,001 | +125,144 | 2,370,428 | 6,778,982 | 0.33% | +4,408,554 |
| 908 DEVICES INC | 91,141 | 695,070 | +603,929 | 478,490 | 4,253,828 | 0.21% | +3,775,338 |
| MATERION CORP(MTRN) | 138,226 | 144,476 | +6,250 | 17,184,256 | 20,898,453 | 1.01% | +3,714,197 |
| ROGERS CORP(ROG) | 0 | 32,869 | +32,869 | 0 | 3,527,830 | 0.17% | +3,527,830 |
| VICTORY CAP HLDGS INC DEL(VCTR) | 1,075,202 | 1,087,315 | +12,113 | 67,834,494 | 71,197,386 | 3.44% | +3,362,892 |
| CARDINAL INFRASTRUCTURE GROU(CDNL) | 0 | 82,464 | +82,464 | 0 | 3,270,110 | 0.16% | +3,270,110 |
| VIAVI SOLUTIONS INC(VIAV) | 0 | 95,761 | +95,761 | 0 | 3,186,926 | 0.15% | +3,186,926 |
| DIGITALOCEAN HLDGS INC(DOCN) | 0 | 33,699 | +33,699 | 0 | 2,890,700 | 0.14% | +2,890,700 |
| PROTAGONIST THERAPEUTICS INC | 0 | 27,391 | +27,391 | 0 | 2,887,011 | 0.14% | +2,887,011 |
| GENERAC HLDGS INC(GNRC) | 0 | 13,213 | +13,213 | 0 | 2,580,895 | 0.12% | +2,580,895 |
| CHEFS WHSE INC(CHEF) | 68,823 | 114,599 | +45,776 | 4,289,738 | 6,812,911 | 0.33% | +2,523,173 |
| VIKING THERAPEUTICS INC(VKTX) | 235,586 | 332,192 | +96,606 | 8,287,915 | 10,809,528 | 0.52% | +2,521,613 |
| ORTHOPEDIATRICS CORP | 663,981 | 896,741 | +232,760 | 11,792,303 | 14,231,280 | 0.69% | +2,438,977 |
| NEOGEN CORP(NEOG) | 0 | 250,026 | +250,026 | 0 | 2,322,742 | 0.11% | +2,322,742 |
| GENEDX HOLDINGS CORP(WGS) | 30,910 | 96,605 | +65,695 | 4,020,155 | 6,203,973 | 0.30% | +2,183,818 |
| BIOLIFE SOLUTIONS INC(BLFS) | 482,356 | 722,057 | +239,701 | 11,663,368 | 13,776,848 | 0.67% | +2,113,480 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 0 | 231,040 | +231,040 | 0 | 2,067,808 | 0.10% | +2,067,808 |
| MAYVILLE ENGR CO INC | 267,762 | 387,470 | +119,708 | 5,012,505 | 6,955,087 | 0.34% | +1,942,582 |
| XENON PHARMACEUTICALS INC(XENE) | 92,778 | 104,478 | +11,700 | 4,158,310 | 6,075,396 | 0.29% | +1,917,086 |
| HEALTHEQUITY INC(HQY) | 91,020 | 122,099 | +31,079 | 8,338,342 | 10,203,813 | 0.49% | +1,865,471 |
| MAREX GROUP PLC(MRX) | 1,376,993 | 1,223,750 | -153,243 | 52,821,451 | 54,554,775 | 2.64% | +1,733,324 |
| WARBY PARKER INC(WRBY) | 0 | 81,924 | +81,924 | 0 | 1,726,139 | 0.08% | +1,726,139 |
| LINDBLAD EXPEDITIONS HLDGS I(LIND) | 345,574 | 385,383 | +39,809 | 4,983,177 | 6,667,126 | 0.32% | +1,683,949 |
| CRYOPORT INC | 40,200 | 231,138 | +190,938 | 385,920 | 1,913,823 | 0.09% | +1,527,903 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 198,307 | 220,600 | +22,293 | 2,613,686 | 4,111,984 | 0.20% | +1,498,298 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 59,428 | 63,054 | +3,626 | 4,372,712 | 5,848,889 | 0.28% | +1,476,177 |
| SWEETGREEN INC | 0 | 283,646 | +283,646 | 0 | 1,472,123 | 0.07% | +1,472,123 |
| CELCUITY INC(CELC) | 87,032 | 88,833 | +1,801 | 8,680,572 | 10,139,399 | 0.49% | +1,458,827 |
| SHARKNINJA INC(SN) | 112,863 | 131,738 | +18,875 | 12,629,370 | 13,951,054 | 0.67% | +1,321,684 |
| COGENT COMM HOLDINGS INC | 217,025 | 317,447 | +100,422 | 4,679,059 | 5,980,701 | 0.29% | +1,301,642 |
| KURA SUSHI USA INC | 787,108 | 607,917 | -179,191 | 41,189,362 | 42,426,527 | 2.05% | +1,237,165 |
| DESCARTES SYS GROUP INC(DSGX) | 33,237 | 55,253 | +22,016 | 2,913,555 | 3,953,905 | 0.19% | +1,040,350 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 53,452 | 77,709 | +24,257 | 5,721,502 | 6,758,352 | 0.33% | +1,036,850 |
| WILLSCOT HLDGS CORP(WSC) | 297,852 | 375,784 | +77,932 | 5,608,553 | 6,523,610 | 0.32% | +915,057 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 153,769 | 156,314 | +2,545 | 6,773,524 | 7,684,396 | 0.37% | +910,872 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 229,129 | 195,252 | -33,877 | 21,240,258 | 21,924,847 | 1.06% | +684,589 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 232,295 | 200,843 | -31,452 | 5,764,401 | 6,326,555 | 0.31% | +562,154 |
| LIGHTPATH TECHNOLOGIES INC | 656,020 | 753,621 | +97,601 | 7,085,016 | 7,558,819 | 0.37% | +473,803 |
| CORVEL CORP(CRVL) | 58,679 | 79,896 | +21,217 | 3,970,808 | 4,366,316 | 0.21% | +395,508 |
| RED CAT HLDGS INC(RCAT) | 132,572 | 109,603 | -22,969 | 1,051,296 | 1,434,703 | 0.07% | +383,407 |
| ZYMEWORKS INC(ZYME) | 224,408 | 250,773 | +26,365 | 5,908,663 | 6,279,356 | 0.30% | +370,693 |
| NUVALENT INC(NUVL) | 40,211 | 43,003 | +2,792 | 4,044,824 | 4,405,657 | 0.21% | +360,833 |
| MONTROSE ENVIRONMENTAL GROUP | 199,317 | 241,787 | +42,470 | 4,949,041 | 5,292,717 | 0.26% | +343,676 |
| COSTAR GROUP INC(CSGP) | 91,929 | 161,047 | +69,118 | 6,181,306 | 6,496,636 | 0.31% | +315,330 |
| IMMUNOVANT INC(IMVT) | 230,188 | 244,430 | +14,242 | 5,851,379 | 6,071,641 | 0.29% | +220,262 |
| MP MATERIALS CORP(MP) | 128,417 | 138,658 | +10,241 | 6,487,627 | 6,691,635 | 0.32% | +204,008 |
| VEECO INSTRS INC DEL(VECO) | 223,278 | 192,731 | -30,547 | 6,381,285 | 6,525,872 | 0.32% | +144,587 |
| CEVA INC(CEVA) | 20,269 | 30,260 | +9,991 | 436,189 | 565,257 | 0.03% | +129,068 |
| TEXAS CAP BANCSHARES INC(TCBI) | 178,369 | 171,367 | -7,002 | 16,149,529 | 16,259,301 | 0.79% | +109,772 |
| TAYSHA GENE THERAPIES INC(TSHA) | 703,971 | 883,241 | +179,270 | 3,871,840 | 3,948,087 | 0.19% | +76,247 |
| FABRINET(FN) | 11,877 | 10,431 | -1,446 | 5,407,361 | 5,439,975 | 0.26% | +32,614 |
| SURO CAPITAL CORP | 21,549 | 21,549 | 0 | 203,423 | 230,790 | 0.01% | +27,367 |
| ELECTROVAYA INC | 194,961 | 200,195 | +5,234 | 1,540,192 | 1,565,525 | 0.08% | +25,333 |
| BWX TECHNOLOGIES INC(BWXT) | 17,355 | 14,704 | -2,651 | 2,999,638 | 3,006,821 | 0.15% | +7,183 |
| IRADIMED CORP(IRMD) | 4,892 | 4,900 | +8 | 475,894 | 471,674 | 0.02% | -4,220 |
| ADTRAN HOLDINGS INC | 54,840 | 30,782 | -24,058 | 476,560 | 387,238 | 0.02% | -89,322 |
| LIGAND PHARMACEUTICALS INC(LGND) | 26,050 | 24,165 | -1,885 | 4,925,274 | 4,824,542 | 0.23% | -100,732 |
| EXLSERVICE HLDGS INC(EXLS) | 48,206 | 63,086 | +14,880 | 2,045,863 | 1,920,969 | 0.09% | -124,894 |
| BRIDGEBIO PHARMA INC(BBIO) | 101,805 | 102,911 | +1,106 | 7,787,064 | 7,642,171 | 0.37% | -144,893 |
| RAMBUS INC DEL(RMBS) | 265,516 | 280,246 | +14,730 | 24,398,265 | 24,109,563 | 1.17% | -288,702 |
| RIGETTI COMPUTING INC(RGTI) | 221,227 | 326,721 | +105,494 | 4,900,178 | 4,587,163 | 0.22% | -313,015 |
| ISHARES TR | 1,126 | 0 | -1,126 | 363,709 | 0 | — | -363,709 |
| GATES INDL CORP PLC ORD SHS | 834,723 | 774,604 | -60,119 | 17,921,503 | 17,513,796 | 0.85% | -407,707 |
| NETSKOPE INC(NTSK) | 202,461 | 367,578 | +165,117 | 3,551,166 | 3,120,737 | 0.15% | -430,429 |
| CYTOKINETICS INC(CYTK) | 82,121 | 72,464 | -9,657 | 5,217,968 | 4,776,102 | 0.23% | -441,866 |
| UNITED STATES ANTIMONY CORP | 478,991 | 218,184 | -260,807 | 2,404,535 | 1,904,746 | 0.09% | -499,789 |
| AMPRIUS TECHNOLOGIES INC(AMPX) | 64,382 | 0 | -64,382 | 507,974 | 0 | — | -507,974 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 366,793 | 306,321 | -60,472 | 7,706,321 | 7,155,659 | 0.35% | -550,662 |
| IONQ INC(IONQ) | 106,722 | 146,012 | +39,290 | 4,788,616 | 4,209,526 | 0.20% | -579,090 |
| TECOGEN INC NEW | 177,822 | 88,496 | -89,326 | 878,441 | 226,550 | 0.01% | -651,891 |
| APOGEE THERAPEUTICS INC(APGE) | 94,720 | 75,086 | -19,634 | 7,149,466 | 6,319,989 | 0.31% | -829,477 |
| RBC BEARINGS INC(RBC) | 48,757 | 38,493 | -10,264 | 21,864,102 | 20,906,318 | 1.01% | -957,784 |
| CECO ENVIRONMENTAL CORP(CECO) | 108,889 | 92,728 | -16,161 | 6,517,007 | 5,524,734 | 0.27% | -992,273 |
| CORE SCIENTIFIC INC NEW(CORZ) | 350,956 | 272,622 | -78,334 | 5,109,919 | 4,078,425 | 0.20% | -1,031,494 |
| OKTA INC(OKTA) | 49,152 | 40,843 | -8,309 | 4,250,173 | 3,214,753 | 0.16% | -1,035,420 |