Fund HoldingsGranahan Investment Management, LLC

Total Portfolio Value
$2.54B
Total Bought
$408.73M
Total Sold
$502.18M
Net Transaction
-$93.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
EVOLENT HEALTH INC03,491,817+3,491,817098,7493.88%+98,749
EXACT SCIENCES CORP(EXK)0410,241+410,241027,9461.10%+27,946
KORNIT DIGITAL LTD01,677,809+1,677,809043,3461.70%+43,346
AXON ENTERPRISE INC(AXON)0234,982+234,982093,8993.69%+93,899
KURA SUSHI USA INC98,554315,430+216,8766,21825,4111.00%+19,193
ACV AUCTIONS INC(ACVA)118,9831,018,104+899,1212,17120,6980.81%+18,527
SHARKNINJA INC(SN)17,846152,825+134,9791,34116,6140.65%+15,272
HUBSPOT INC(HUBS)045,862+45,862024,3800.96%+24,380
ODDITY TECH LTD
SHS CL A
1,009,6191,326,713+317,09439,63853,5732.11%+13,935
STEPSTONE GROUP INC(STEP)0234,333+234,333013,3170.52%+13,317
REPLIGEN CORP(RGEN)088,255+88,255013,1340.52%+13,134
SPORTRADAR GROUP AG(SRAD)01,078,667+1,078,667013,0630.51%+13,063
CASELLA WASTE SYS INC(CWST)0391,445+391,445038,9451.53%+38,945
QXO INC(QXO)0658,308+658,308010,3820.41%+10,382
TRANSCAT INC(TRNS)081,374+81,37409,8280.39%+9,828
SWEETGREEN INC113,671359,050+245,3793,42612,7280.50%+9,302
COMPASS INC(COMP)04,277,643+4,277,643026,1361.03%+26,136
PHREESIA INC01,455,647+1,455,647033,1741.30%+33,174
GENIUS SPORTS LIMITED
SHARES CL A
07,898,939+7,898,939061,9282.44%+61,928
VICTORY CAP HLDGS INC(VCTR)1,181,6961,149,507-32,18956,40263,6832.50%+7,280
TOAST INC(TOST)02,280,927+2,280,927064,5732.54%+64,573
REVOLUTION MEDICINES INC(RVMD)0149,359+149,35906,7730.27%+6,773
CARPENTER TECHNOLOGY CORP(CRS)393,551311,853-81,69843,12549,7661.96%+6,640
LEGEND BIOTECH CORP(LEGN)0119,591+119,59105,8280.23%+5,828
SEMTECH CORP(SMTC)0202,492+202,49209,2460.36%+9,246
INFORMATICA INC0218,977+218,97705,5360.22%+5,536
APOGEE THERAPEUTICS INC(APGE)091,757+91,75705,3900.21%+5,390
IRHYTHM TECHNOLOGIES INC(IRTC)072,428+72,42805,3770.21%+5,377
RBC BEARINGS INC(RBC)062,189+62,189018,6180.73%+18,618
LATTICE SEMICONDUCTOR CORP(LSCC)095,926+95,92605,0910.20%+5,091
FOX FACTORY HLDG CORP(FOXF)85,956218,185+132,2294,1429,0550.36%+4,912
MERUS N V20,275113,251+92,9761,2005,6580.22%+4,458
FIRST WATCH RESTAURANT GROUP01,031,253+1,031,253016,0880.63%+16,088
PARSONS CORP DEL(PSN)212,378208,236-4,14217,37521,5900.85%+4,215
COGENT COMMUNICATIONS HLDGS0182,467+182,467013,8530.54%+13,853
KNIFE RIVER CORP(KNF)93,508118,857+25,3496,55910,6250.42%+4,066
GLOBANT S A
COM
0194,397+194,397038,5181.51%+38,518
MARKETAXESS HLDGS INC(MKTX)014,541+14,54103,7250.15%+3,725
MAREX GROUP PLC(MRX)1,273,5771,233,112-40,46525,47229,1261.15%+3,655
VITAL FARMS INC099,405+99,40503,4860.14%+3,486
VERACYTE INC(VCYT)340,147311,981-28,1667,37110,6200.42%+3,249
SHIFT4 PMTS INC(FOUR)597,300526,830-70,47043,81246,6771.84%+2,865
SILICON LABORATORIES INC(SLAB)36,17558,593+22,4184,0026,7720.27%+2,770
SUMMIT THERAPEUTICS INC(SMMT)0126,098+126,09802,7620.11%+2,762
KEROS THERAPEUTICS INC0161,130+161,13009,3570.37%+9,357
NEXTRACKER INC069,148+69,14802,5920.10%+2,592
HA SUSTAINABLE INFRA CAP INC(HASI)074,568+74,56802,5700.10%+2,570
STEVANATO GROUP S P A
ORD SHS
0115,983+115,98302,3200.09%+2,320
VERICEL CORP(VCEL)054,366+54,36602,2970.09%+2,297
BICYCLE THERAPEUTICS PLC096,916+96,91602,1930.09%+2,193
KINIKSA PHARMACEUTICALS INTL(KNSA)568,735507,369-61,36610,61812,6790.50%+2,061
PORTILLOS INC01,112,172+1,112,172014,9810.59%+14,981
ORION GROUP HLDGS INC114,590536,977+422,3871,0903,0980.12%+2,009
EYEPOINT PHARMACEUTICALS INC(EYPT)201,332458,411+257,0791,7523,6630.14%+1,911
TEXAS CAP BANCSHARES INC(TCBI)342,968319,343-23,62520,96922,8200.90%+1,851
NOVANTA INC(NOVT)20,43128,746+8,3153,3335,1430.20%+1,811
NEWPARK RES INC(NPKI)356,246683,891+327,6452,9604,7390.19%+1,779
HEALTH CATALYST INC01,032,483+1,032,48308,4040.33%+8,404
LIFE TIME GROUP HOLDINGS INC(LTH)1,956,4401,579,442-376,99836,84038,5701.52%+1,730
MAYVILLE ENGR CO INC324,434338,215+13,7815,4057,1300.28%+1,725
AVEPOINT INC36,823173,011+136,1883842,0360.08%+1,653
BOOT BARN HLDGS INC035,021+35,02105,8580.23%+5,858
ZYMEWORKS INC(ZYME)0613,503+613,50307,6990.30%+7,699
CYTOSORBENTS CORP02,094,882+2,094,88203,1420.12%+3,142
MESA LABS INC045,633+45,63305,9260.23%+5,926
BEL FUSE INC187,290170,396-16,89412,21913,3780.53%+1,159
NATERA INC(NTRA)086,949+86,949011,0380.43%+11,038
INTELLIA THERAPEUTICS INC(NTLA)0283,534+283,53405,8270.23%+5,827
CORVEL CORP(CRVL)023,811+23,81107,7840.31%+7,784
INTRA-CELLULAR THERAPIES INC92,58599,534+6,9496,3417,2830.29%+942
CEVA INC(CEVA)182,814184,702+1,8883,5264,4610.18%+934
PAR TECHNOLOGY CORP159,336161,426+2,0907,5038,4070.33%+904
EDGEWISE THERAPEUTICS INC(EWTX)710,723511,905-198,81812,80013,6630.54%+863
GATES INDL CORP PLC
ORD SHS
741,172714,411-26,76111,71812,5380.49%+820
AGIOS PHARMACEUTICALS INC(AGIO)136,838150,785+13,9475,9006,6990.26%+799
SKECHERS U S A INC140,910156,762+15,8529,74010,4910.41%+751
THE REAL BROKERAGE INC964,010825,975-138,0353,9144,5840.18%+670
10X GENOMICS INC(TXG)334,007315,054-18,9536,4967,1140.28%+617
SYNDAX PHARMACEUTICALS INC(SNDX)594,386664,765+70,37912,20312,7970.50%+594
IRADIMED CORP(IRMD)010,521+10,52105290.02%+529
VIKING THERAPEUTICS INC(VKTX)0325,287+325,287020,5940.81%+20,594
VICOR CORP(VICR)048,518+48,51802,0430.08%+2,043
GUIDEWIRE SOFTWARE INC(GWRE)073,941+73,941013,5270.53%+13,527
TAYSHA GENE THERAPIES INC(TSHA)809,6911,139,899+330,2081,8142,2910.09%+477
PORCH GROUP INC(PRCH)09,993,765+9,993,765015,3400.60%+15,340
ALLEGRO MICROSYSTEMS INC(ALGM)219,404283,275+63,8716,1966,6000.26%+404
SI-BONE INC(SIBN)01,656,306+1,656,306023,1550.91%+23,155
SUPER MICRO COMPUTER INC(SMCI)0729+72903040.01%+304
RXSIGHT INC94,091120,046+25,9555,6615,9340.23%+272
ENPHASE ENERGY INC(ENPH)02,331+2,33102630.01%+263
QUANTA SVCS INC0822+82202450.01%+245
CERTARA INC(CERT)0302,481+302,48103,5420.14%+3,542
REDDIT INC(RDDT)185,762181,795-3,96711,86811,9840.47%+116
DARLING INGREDIENTS INC(DAR)8,88611,284+2,3983274190.02%+93
GOOSEHEAD INS INC(GSHD)10,1337,118-3,0155826360.02%+54
RESEARCH SOLUTIONS INC33,82744,227+10,400861210.00%+34
DEXCOM INC(DXCM)2,9584,141+1,1833352780.01%-58
RADWARE LTD(RDWR)099,987+99,98702,2280.09%+2,228
MONOLITHIC PWR SYS INC(MPWR)504358-1464143310.01%-83
ARTERIS INC(AIP)527,302496,916-30,3863,9603,8360.15%-124
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