Fund HoldingsGranahan Investment Management, LLC

Total Portfolio Value
$3.25B
Total Bought
$421.98M
Total Sold
$630.42M
Net Transaction
-$208.43M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
RB GLOBAL INC(RBA)0882,329+882,329052,9401.63%+52,940
SPROUT SOCIAL INC952,1652,213,276+1,261,11157,968102,1653.14%+44,197
TOAST INC(TOST)3,524,6384,076,131+551,49362,56291,9982.83%+29,436
CHART INDS INC(GTLS)295,895383,349+87,45437,10561,2551.88%+24,150
KORNIT DIGITAL LTD3,518,5883,120,997-397,59168,12091,6642.82%+23,544
MAGNITE INC(MGNI)9,133,1157,552,994-1,580,12184,573103,0983.17%+18,526
LIFE TIME GROUP HOLDINGS INC(LTH)0885,028+885,028017,4090.54%+17,409
WW INTL INC02,386,836+2,386,836016,0400.49%+16,040
COSTAR GROUP INC(CSGP)794,943791,468-3,47554,73270,4412.17%+15,709
UDEMY INC01,401,829+1,401,829015,0420.46%+15,042
GENIUS SPORTS LIMITED
SHARES CL A
10,567,72810,528,214-39,51452,62765,1702.01%+12,542
QUANTERIX CORP1,298,0261,178,512-119,51414,62926,5750.82%+11,947
BLUEBIRD BIO INC04,856,322+4,856,322015,9770.49%+15,977
ENOVIX CORPORATION(ENVX)2,183,3002,337,905+154,60532,55342,1761.30%+9,623
CONFLUENT INC0360,918+360,918012,7440.39%+12,744
DOCGO INC01,003,980+1,003,98009,4070.29%+9,407
TEXAS CAP BANCSHARES INC(TCBI)475,415624,367+148,95223,27632,1550.99%+8,879
PROTHENA CORP PLC
SHS
232,628295,057+62,42911,27520,1460.62%+8,871
CASTLE BIOSCIENCES INC1,200,0492,529,431+1,329,38227,26534,7041.07%+7,439
VICOR CORP(VICR)0165,889+165,88908,9580.28%+8,958
PORTILLOS INC685,351898,714+213,36314,64620,2480.62%+5,602
CRYOPORT INC355,917801,004+445,0878,54213,8170.43%+5,275
MAXCYTE INC01,891,888+1,891,88808,6840.27%+8,684
SUPER MICRO COMPUTER INC(SMCI)020,163+20,16305,0260.15%+5,026
TRANSMEDICS GROUP INC(TMDX)0119,694+119,694010,0520.31%+10,052
BUMBLE INC763,2191,172,000+408,78114,92119,6660.61%+4,745
IMMUNOGEN INC0426,752+426,75208,0530.25%+8,053
BRIGHT HORIZONS FAM SOL IN D(BFAM)050,626+50,62604,6800.14%+4,680
GOOSEHEAD INS INC(GSHD)069,049+69,04904,3420.13%+4,342
SILK RD MED INC0154,277+154,27705,0120.15%+5,012
SPS COMM INC(SPSC)715,137588,435-126,702108,915113,0153.48%+4,099
KINSALE CAP GROUP INC(KNSL)028,501+28,501010,6650.33%+10,665
GLOBANT S A
COM
134,459144,070+9,61122,05325,8920.80%+3,840
EXPEDIA GROUP INC(EXPE)071,562+71,56207,8280.24%+7,828
ENPHASE ENERGY INC(ENPH)237,770317,767+79,99749,99853,2201.64%+3,221
FIVE9 INC(FIVN)037,170+37,17003,0650.09%+3,065
NEOGEN CORP(NEOG)0389,784+389,78408,4780.26%+8,478
JFROG LTD(FROG)0104,914+104,91402,9060.09%+2,906
HEALTH CATALYST INC994,8371,160,225+165,38811,61014,5030.45%+2,893
THREDUP INC02,996,441+2,996,44107,3110.22%+7,311
COGENT COMMUNICATIONS HLDGS040,683+40,68302,7380.08%+2,738
LOVESAC COMPANY1,282,7101,475,234+192,52437,07039,7581.22%+2,687
PERFICIENT INC214,396217,458+3,06215,47718,1210.56%+2,644
REPLIGEN CORP(RGEN)111,140150,772+39,63218,71221,3280.66%+2,617
PROS HOLDINGS INC786,294783,476-2,81821,54424,1310.74%+2,587
WIX COM LTD
SHS
032,194+32,19402,5190.08%+2,519
SOLAREDGE TECHNOLOGIES INC(SEDG)036,911+36,91109,9310.31%+9,931
BIOLIFE SOLUTIONS INC(BLFS)851,197944,188+92,99118,51420,8670.64%+2,353
SI-BONE INC1,179,522943,716-235,80623,20125,4610.78%+2,260
SMARTSHEET INC058,317+58,31702,2310.07%+2,231
TANDEM DIABETES CARE INC(TNDM)088,800+88,80002,1790.07%+2,179
FIVERR INTL LTD327,245522,275+195,03011,42713,5840.42%+2,157
DEFINITIVE HEALTHCARE CORP1,235,1811,352,878+117,69712,75914,8820.46%+2,122
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)071,934+71,93403,6690.11%+3,669
TOPGOLF CALLAWAY BRANDS CORP(CALY)912,4221,099,138+186,71619,72721,8180.67%+2,091
HARVARD BIOSCIENCE INC01,439,450+1,439,45007,9030.24%+7,903
KODIAK SCIENCES INC(KOD)0270,875+270,87501,8690.06%+1,869
HASHICORP INC062,674+62,67401,6410.05%+1,641
DOUGLAS DYNAMICS INC(PLOW)069,485+69,48502,0760.06%+2,076
ARTERIS INC(AIP)0590,629+590,62904,0280.12%+4,028
TWILIO INC(TWLO)436,153479,481+43,32829,06130,5050.94%+1,444
INSMED INC(INSM)0280,677+280,67705,9220.18%+5,922
ONTO INNOVATION INC(ONTO)106,78892,497-14,2919,38510,7730.33%+1,389
CANADIAN SOLAR INC(CSIQ)0175,595+175,59506,7940.21%+6,794
KINIKSA PHARMACEUTICALS LTD0536,429+536,42907,5530.23%+7,553
ALTA EQUIPMENT GROUP INC804,969814,337+9,36812,75914,1120.43%+1,354
VICTORY CAP HLDGS INC(VCTR)1,029,372994,632-34,74030,13031,3710.97%+1,241
AKOUSTIS TECHNOLOGIES INC01,300,123+1,300,12304,1340.13%+4,134
BLUEPRINT MEDICINES CORP232,219184,503-47,71610,44811,6610.36%+1,213
VEECO INSTRS INC DEL(VECO)1,004,829872,734-132,09521,23222,4120.69%+1,180
EXLSERVICE HOLDINGS INC(EXLS)07,590+7,59001,1470.04%+1,147
KEZAR LIFE SCIENCES INC01,899,019+1,899,01904,6530.14%+4,653
COLUMBUS MCKINNON CORP N Y543,596522,568-21,02820,20021,2420.65%+1,042
INTELLIA THERAPEUTICS INC(NTLA)259,284261,865+2,5819,66410,6790.33%+1,015
LIFEMD INC0305,993+305,99301,3310.04%+1,331
HEALTHEQUITY INC(HQY)512,501490,804-21,69730,08930,9890.95%+900
PLIANT THERAPEUTICS INC518,965810,357+291,39213,80414,6840.45%+879
PURE STORAGE INC(P)889,195638,860-250,33522,68323,5230.72%+839
BEL FUSE INC012,995+12,99507460.02%+746
JAMES RIV GROUP LTD852,2301,004,199+151,96917,59918,3370.56%+738
RAPID7 INC225,193243,923+18,73010,33911,0450.34%+706
TETRA TECH INC NEW(TTEK)04,173+4,17306830.02%+683
STOKE THERAPEUTICS INC(STOK)0532,880+532,88005,6650.17%+5,665
MONOLITHIC PWR SYS INC(MPWR)011,721+11,72106,3320.19%+6,332
CYTOSORBENTS CORP01,616,587+1,616,58705,8040.18%+5,804
NUTANIX INC(NTNX)368,361357,630-10,7319,57410,0320.31%+458
PTC INC(PTC)77,49573,037-4,4589,93710,3930.32%+456
GROCERY OUTLET HLDG CORP0197,958+197,95806,0590.19%+6,059
MIRATI THERAPEUTICS INC0145,287+145,28705,2490.16%+5,249
CASELLA WASTE SYS INC(CWST)307,093284,512-22,58125,38425,7340.79%+350
WATTS WATER TECHNOLOGIES INC(WTS)01,638+1,63803010.01%+301
WILLSCOT MOBIL MINI HLDNG CO(WSC)793,607784,154-9,45337,20437,4751.15%+270
DARLING INGREDIENTS INC(DAR)03,970+3,97002530.01%+253
INSULET CORP(PODD)0862+86202490.01%+249
ENERGY RECOVERY INC035,344+35,34409880.03%+988
CYBERARK SOFTWARE LTD032,994+32,99405,1580.16%+5,158
SHOCKWAVE MED INC022,791+22,79106,5050.20%+6,505
RUSH ENTERPRISES INC(RUSHA)028,449+28,44901,7280.05%+1,728
MESA LABS INC052,356+52,35606,7280.21%+6,728
EDGEWISE THERAPEUTICS INC(EWTX)0644,713+644,71304,9970.15%+4,997
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