Fund HoldingsGranahan Investment Management, LLC

Total Portfolio Value
$2.81B
Total Bought
$818.59M
Total Sold
$650.24M
Net Transaction
+$168.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SILICON MOTION TECHNOLOGY CO(SIMO)195,252445,752+250,50021,925148,5835.29%+126,658
PORCH GROUP INC(PRCH)012,393,660+12,393,6600186,4016.64%+186,401
LIGAND PHARMACEUTICALS INC(LGND)24,165147,231+123,0664,82546,5381.66%+41,714
FORGENT POWER SOLUTIONS INC(FPS)2,071,0841,807,608-263,47660,621100,9733.60%+40,352
REPLIGEN CORP(RGEN)0332,271+332,271045,3351.62%+45,335
GENERAC HLDGS INC(GNRC)13,213122,872+109,6592,58135,9781.28%+33,397
TWIST BIOSCIENCE CORP(TWST)0314,882+314,882032,3951.15%+32,395
MAGNITE INC(MGNI)03,083,211+3,083,211058,5192.09%+58,519
DIGITAL TURBINE INC(APPS)03,494,200+3,494,200045,0751.61%+45,075
CASELLA WASTE SYS INC(CWST)0436,289+436,289042,3071.51%+42,307
MAREX GROUP PLC(MRX)1,223,7501,254,283+30,53354,55576,4492.72%+21,894
INDIE SEMICONDUCTOR INC20,283,83919,419,892-863,94765,31487,1953.11%+21,881
JFROG LTD(FROG)0299,683+299,683027,2350.97%+27,235
DAVE INC(DAVE)65,46284,897+19,43511,39631,6321.13%+20,235
GRAIL INC(GRAL)0321,176+321,176021,9270.78%+21,927
QUANTINUUM INC0233,540+233,540019,0900.68%+19,090
GENIUS SPORTS LIMITED
SHARES CL A
07,024,330+7,024,330042,5671.52%+42,567
TTM TECHNOLOGIES INC(TTMI)327,434269,330-58,10431,89950,3701.79%+18,471
ZETA GLOBAL HOLDINGS CORP(ZETA)01,758,212+1,758,212034,6021.23%+34,602
DESCARTES SYS GROUP INC(DSGX)55,253297,257+242,0043,95420,5820.73%+16,628
AXON ENTERPRISE INC(AXON)096,829+96,829054,2831.93%+54,283
VICTORY CAP HLDGS INC DEL(VCTR)1,087,3151,015,343-71,97271,19785,3503.04%+14,152
ONTO INNOVATION INC(ONTO)198,694141,568-57,12640,74653,5761.91%+12,830
LIFE TIME GROUP HOLDINGS INC(LTH)01,083,587+1,083,587044,2541.58%+44,254
NUTANIX INC(NTNX)0336,852+336,852017,1660.61%+17,166
ARXIS INC0241,183+241,183011,1280.40%+11,128
QXO INC(QXO)1,509,5462,327,662+818,11629,31540,2221.43%+10,907
SI BONE INC(SIBN)1,739,0971,931,182+192,08521,96531,5171.12%+9,552
VEECO INSTRS INC DEL(VECO)192,731204,837+12,1066,52615,5270.55%+9,001
CELCUITY INC(CELC)88,833179,053+90,22010,13918,7330.67%+8,593
TOAST INC(TOST)0685,751+685,751019,0780.68%+19,078
DIGITALOCEAN HLDGS INC(DOCN)33,69970,354+36,6552,89111,0480.39%+8,157
NEXTPOWER INC424,434495,938+71,50451,16659,0862.11%+7,921
DYNE THERAPEUTICS INC(DYN)0338,565+338,56507,5200.27%+7,520
ANTERIX INC(ATEX)072,121+72,12107,4240.26%+7,424
ALKAMI TECHNOLOGY INC(ALKT)0627,781+627,781011,3750.41%+11,375
SPYRE THERAPEUTICS INC(SYRE)082,991+82,99107,3680.26%+7,368
AGILYSYS INC(AGYS)094,777+94,77709,9040.35%+9,904
GUIDEWIRE SOFTWARE INC(GWRE)058,689+58,68907,2220.26%+7,222
KARMAN HLDGS INC(KRMN)0144,544+144,54407,2160.26%+7,216
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)01,235,954+1,235,95407,1690.26%+7,169
AEROVIRONMENT INC40,73686,783+46,0477,45714,3250.51%+6,869
IRADIMED CORP(IRMD)4,90074,966+70,0664727,1640.26%+6,692
ORTHOPEDIATRICS CORP896,7411,085,964+189,22314,23120,7740.74%+6,543
SHIFT4 PMTS INC(FOUR)0132,151+132,15106,4280.23%+6,428
FIRST WATCH RESTAURANT GROUP01,363,852+1,363,852017,5800.63%+17,580
ALLEGRO MICROSYSTEMS INC(ALGM)215,001185,461-29,5406,77912,9120.46%+6,133
OKTA INC(OKTA)40,84368,271+27,4283,2159,3160.33%+6,101
GATES INDL CORP PLC
ORD SHS
774,604843,441+68,83717,51423,5910.84%+6,077
GREEN BRICK PARTNERS INC(GRBK)075,201+75,20106,0190.21%+6,019
NLIGHT INC(LASR)185,271236,991+51,72010,56416,4990.59%+5,935
MAMAS CREATIONS INC0330,072+330,07205,8920.21%+5,892
UNUSUAL MACHS INC(UMAC)0829,328+829,328018,4940.66%+18,494
ADVANCED ENERGY INDS015,412+15,41205,7470.20%+5,747
MAYVILLE ENGR CO INC387,470324,108-63,3626,95512,1410.43%+5,186
GLOBAL E ONLINE LTD
SHS
0633,327+633,327021,9950.78%+21,995
SHARKNINJA INC(SN)131,738124,271-7,46713,95118,9230.67%+4,972
TAYSHA GENE THERAPIES INC(TSHA)883,2411,305,177+421,9363,9488,8880.32%+4,940
ORUKA THERAPEUTICS INC(ORKA)051,038+51,03804,8570.17%+4,857
FIRST TRACKS BIOTHERAPEUTICS0238,304+238,30404,7950.17%+4,795
RADNET INC(RDNT)104,282171,637+67,3555,82810,5850.38%+4,757
CRYOPORT INC231,138403,919+172,7811,9146,3420.23%+4,428
STOKE THERAPEUTICS INC(STOK)335,586461,608+126,02210,92715,1040.54%+4,177
KURA SUSHI USA INC607,917801,969+194,05242,42746,1611.64%+3,735
FRESHPET INC(FRPT)062,709+62,70903,7070.13%+3,707
CHIME FINL INC(CHYM)446,152583,381+137,2298,35611,9480.43%+3,591
NETSKOPE INC(NTSK)367,578607,060+239,4823,1216,6410.24%+3,520
SWEETGREEN INC283,646559,643+275,9971,4724,9300.18%+3,458
SILICOM LTD068,454+68,45403,2820.12%+3,282
PROTAGONIST THERAPEUTICS INC27,39149,809+22,4182,8876,1060.22%+3,219
WILLSCOT HLDGS CORP(WSC)375,784336,172-39,6126,5249,7020.35%+3,178
CECO ENVIRONMENTAL CORP(CECO)92,72894,823+2,0955,5258,6040.31%+3,080
OWLET INC01,595,419+1,595,41909,1580.33%+9,158
RIGETTI COMPUTING INC(RGTI)326,721395,177+68,4564,5877,6350.27%+3,048
LATTICE SEMICONDUCTOR CORP(LSCC)63,05457,848-5,2065,8498,8480.32%+3,000
LUMEXA IMAGING HOLDINGS INC(LMRI)0263,156+263,15602,9680.11%+2,968
SPIRE GLOBAL INC0159,131+159,13102,9600.11%+2,960
TEXAS CAP BANCSHARES INC(TCBI)171,367184,087+12,72016,25919,0090.68%+2,750
STRATA CRITICAL MEDICAL INC0503,005+503,00502,6510.09%+2,651
ENPHASE ENERGY INC(ENPH)053,750+53,75002,6470.09%+2,647
SYNDAX PHARMACEUTICALS INC(SNDX)306,321446,988+140,6677,1569,7710.35%+2,615
EXLSERVICE HLDGS INC(EXLS)63,086174,094+111,0081,9214,5020.16%+2,581
ZYMEWORKS INC(ZYME)250,773336,157+85,3846,2798,7870.31%+2,508
RHYTHM PHARMACEUTICALS INC(RYTM)77,70983,270+5,5616,7589,2450.33%+2,487
JBT MAREL CORPORATION(JBTM)072,356+72,356010,4920.37%+10,492
CORVEL CORP(CRVL)79,896105,569+25,6734,3666,6000.24%+2,234
BETA BIONICS INC0299,632+299,63204,6950.17%+4,695
BRIDGEBIO ONCOLOGY THERAPEUT231,040558,526+327,4862,0684,2560.15%+2,188
CHEFS WHSE INC(CHEF)114,59993,187-21,4126,8138,9550.32%+2,142
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)220,600313,884+93,2844,1126,1110.22%+1,999
TRIVAGO N V0362,513+362,51301,9830.07%+1,983
IMMUNOVANT INC(IMVT)244,430206,372-38,0586,0727,9520.28%+1,880
XERIS BIOPHARMA HOLDINGS INC0898,753+898,75307,1180.25%+7,118
908 DEVICES INC695,070692,092-2,9784,2546,0210.21%+1,767
XENON PHARMACEUTICALS INC(XENE)104,478129,443+24,9656,0757,8130.28%+1,738
LIGHTPATH TECHNOLOGIES INC753,621563,045-190,5767,5599,2060.33%+1,647
MP MATERIALS CORP(MP)138,658148,652+9,9946,6928,3260.30%+1,634
EDGEWISE THERAPEUTICS INC(EWTX)200,843193,778-7,0656,3277,8730.28%+1,547
NOVA LTD(NVMI)09,093+9,09304,9370.18%+4,937
ANAPTYSBIO INC075,962+75,96205,1270.18%+5,127
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