Granahan Investment Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CELLEBRITE DI LTD(CLBT) | 217,573 | 2,629,299 | +2,411,726 | 3,481,168 | 48,720,910 | 1.99% | +45,239,742 |
| COMFORT SYS USA INC(FIX) | 68,612 | 92,772 | +24,160 | 36,790,441 | 76,553,599 | 3.13% | +39,763,158 |
| FTAI AVIATION LTD(FTAI) | 124,895 | 267,372 | +142,477 | 14,367,921 | 44,613,692 | 1.83% | +30,245,771 |
| PORCH GROUP INC(PRCH) | 11,631,775 | 9,636,692 | -1,995,083 | 137,138,627 | 161,703,692 | 6.62% | +24,565,065 |
| NEXTRACKER INC | 129,804 | 415,166 | +285,362 | 7,057,443 | 30,718,132 | 1.26% | +23,660,689 |
| AMERESCO INC | 427,197 | 890,072 | +462,875 | 6,489,122 | 29,888,618 | 1.22% | +23,399,496 |
| DIGITAL TURBINE INC(APPS) | 3,224,561 | 5,713,937 | +2,489,376 | 19,024,910 | 36,569,197 | 1.50% | +17,544,287 |
| STEPSTONE GROUP INC(STEP) | 137,960 | 381,455 | +243,495 | 7,656,780 | 24,912,826 | 1.02% | +17,256,046 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 0 | 458,594 | +458,594 | 0 | 16,679,064 | 0.68% | +16,679,064 |
| RAMBUS INC DEL(RMBS) | 130,081 | 238,443 | +108,362 | 8,327,786 | 24,845,761 | 1.02% | +16,517,975 |
| MODINE MFG CO(MOD) | 106,104 | 186,914 | +80,810 | 10,451,244 | 26,571,694 | 1.09% | +16,120,450 |
| CENTRUS ENERGY CORP(LEU) | 206,724 | 168,660 | -38,064 | 37,867,702 | 52,296,406 | 2.14% | +14,428,704 |
| KURA SUSHI USA INC | 297,658 | 671,012 | +373,354 | 25,622,401 | 39,864,823 | 1.63% | +14,242,422 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 752,823 | 1,244,466 | +491,643 | 11,661,228 | 24,727,539 | 1.01% | +13,066,311 |
| GLOBAL E ONLINE LTD | 933,344 | 1,221,221 | +287,877 | 31,304,358 | 43,670,863 | 1.79% | +12,366,505 |
| GENIUS SPORTS LIMITED | 8,336,296 | 7,977,172 | -359,124 | 86,697,478 | 98,757,389 | 4.04% | +12,059,911 |
| COMPASS INC(COMP) | 4,459,171 | 4,806,314 | +347,143 | 28,003,594 | 38,594,701 | 1.58% | +10,591,107 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 130,091 | 207,758 | +77,667 | 9,778,940 | 19,697,536 | 0.81% | +9,918,596 |
| CREDO TECHNOLOGY GROUP HOLDI | 43,352 | 83,925 | +40,573 | 4,013,962 | 12,220,319 | 0.50% | +8,206,357 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 124,980 | 178,188 | +53,208 | 5,417,883 | 12,882,992 | 0.53% | +7,465,109 |
| AGILYSYS INC(AGYS) | 24,252 | 94,224 | +69,972 | 2,780,249 | 9,917,076 | 0.41% | +7,136,827 |
| ALKAMI TECHNOLOGY INC(ALKT) | 0 | 270,164 | +270,164 | 0 | 6,710,874 | 0.27% | +6,710,874 |
| ONTO INNOVATION INC(ONTO) | 33,758 | 74,122 | +40,364 | 3,407,195 | 9,578,045 | 0.39% | +6,170,850 |
| COMMVAULT SYS INC(CVLT) | 10,795 | 41,879 | +31,084 | 1,881,892 | 7,905,918 | 0.32% | +6,024,026 |
| ARTERIS INC(AIP) | 75,284 | 621,625 | +546,341 | 717,457 | 6,278,412 | 0.26% | +5,560,955 |
| LUMENTUM HLDGS INC(LITE) | 0 | 32,881 | +32,881 | 0 | 5,350,068 | 0.22% | +5,350,068 |
| VERTEX INC(VERX) | 54,428 | 289,309 | +234,881 | 1,923,213 | 7,171,970 | 0.29% | +5,248,757 |
| BRIDGEBIO PHARMA INC(BBIO) | 82,690 | 161,278 | +78,588 | 3,570,554 | 8,376,779 | 0.34% | +4,806,225 |
| LIGAND PHARMACEUTICALS INC(LGND) | 0 | 24,962 | +24,962 | 0 | 4,421,769 | 0.18% | +4,421,769 |
| ADTRAN HOLDINGS INC | 200,320 | 582,490 | +382,170 | 1,796,870 | 5,463,756 | 0.22% | +3,666,886 |
| LENZ THERAPEUTICS INC | 183,252 | 191,397 | +8,145 | 5,371,116 | 8,915,272 | 0.37% | +3,544,156 |
| EXLSERVICE HOLDINGS INC(EXLS) | 86,430 | 165,993 | +79,563 | 3,784,770 | 7,308,672 | 0.30% | +3,523,902 |
| ARLO TECHNOLOGIES INC(ARLO) | 0 | 192,918 | +192,918 | 0 | 3,269,960 | 0.13% | +3,269,960 |
| CYTOKINETICS INC(CYTK) | 0 | 53,550 | +53,550 | 0 | 2,943,108 | 0.12% | +2,943,108 |
| XERIS BIOPHARMA HOLDINGS INC | 0 | 350,168 | +350,168 | 0 | 2,850,368 | 0.12% | +2,850,368 |
| OWLET INC | 216,133 | 509,904 | +293,771 | 1,815,517 | 4,318,887 | 0.18% | +2,503,370 |
| MONTROSE ENVIRONMENTAL GROUP | 0 | 90,740 | +90,740 | 0 | 2,491,720 | 0.10% | +2,491,720 |
| CELCUITY INC(CELC) | 0 | 49,281 | +49,281 | 0 | 2,434,481 | 0.10% | +2,434,481 |
| OKTA INC(OKTA) | 72,437 | 105,403 | +32,966 | 7,241,527 | 9,665,455 | 0.40% | +2,423,928 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 41,172 | 49,728 | +8,556 | 2,601,659 | 5,022,031 | 0.21% | +2,420,372 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 310,992 | 283,571 | -27,421 | 8,605,149 | 11,011,062 | 0.45% | +2,405,913 |
| DAVE INC(DAVE) | 0 | 12,037 | +12,037 | 0 | 2,399,576 | 0.10% | +2,399,576 |
| SOLENO THERAPEUTICS INC | 59,977 | 109,253 | +49,276 | 5,024,873 | 7,385,503 | 0.30% | +2,360,630 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 73,375 | 129,914 | +56,539 | 2,598,942 | 4,837,997 | 0.20% | +2,239,055 |
| NEXXEN INTL LTD | 0 | 241,710 | +241,710 | 0 | 2,235,818 | 0.09% | +2,235,818 |
| NETSKOPE INC(NTSK) | 0 | 97,096 | +97,096 | 0 | 2,206,992 | 0.09% | +2,206,992 |
| ARCUS BIOSCIENCES INC(RCUS) | 490,613 | 455,596 | -35,017 | 3,993,590 | 6,196,106 | 0.25% | +2,202,516 |
| BOOT BARN HLDGS INC | 25,493 | 36,656 | +11,163 | 3,874,936 | 6,074,632 | 0.25% | +2,199,696 |
| CARPENTER TECHNOLOGY CORP(CRS) | 231,669 | 269,437 | +37,768 | 64,028,678 | 66,157,561 | 2.71% | +2,128,883 |
| E L F BEAUTY INC(ELF) | 88,119 | 98,837 | +10,718 | 10,965,528 | 13,093,926 | 0.54% | +2,128,398 |
| CECO ENVIRONMENTAL CORP(CECO) | 352,091 | 234,699 | -117,392 | 9,967,696 | 12,016,589 | 0.49% | +2,048,893 |
| ENOVIX CORPORATION(ENVX) | 1,489,564 | 1,749,649 | +260,085 | 15,402,092 | 17,444,001 | 0.71% | +2,041,909 |
| UNIVERSAL TECHNICAL INST INC(UTI) | 59,825 | 124,246 | +64,421 | 2,027,469 | 4,044,207 | 0.17% | +2,016,738 |
| VARONIS SYS INC(VRNS) | 146,466 | 164,132 | +17,666 | 7,433,150 | 9,432,666 | 0.39% | +1,999,516 |
| MERUS N V | 80,619 | 66,208 | -14,411 | 4,240,559 | 6,233,483 | 0.26% | +1,992,924 |
| BWX TECHNOLOGIES INC(BWXT) | 0 | 10,527 | +10,527 | 0 | 1,940,863 | 0.08% | +1,940,863 |
| MATERION CORP(MTRN) | 121,005 | 94,276 | -26,729 | 9,604,167 | 11,389,484 | 0.47% | +1,785,317 |
| INDIE SEMICONDUCTOR INC | 19,487,402 | 17,474,795 | -2,012,607 | 69,375,151 | 71,122,416 | 2.91% | +1,747,265 |
| EYEPOINT PHARMACEUTICALS INC(EYPT) | 340,984 | 347,892 | +6,908 | 3,208,659 | 4,953,982 | 0.20% | +1,745,323 |
| BETA BIONICS INC | 0 | 85,741 | +85,741 | 0 | 1,703,674 | 0.07% | +1,703,674 |
| BEL FUSE INC | 108,912 | 87,310 | -21,602 | 10,639,613 | 12,312,456 | 0.50% | +1,672,843 |
| ANAPTYSBIO INC | 131,655 | 147,773 | +16,118 | 2,922,741 | 4,524,809 | 0.19% | +1,602,068 |
| VICTORY CAP HLDGS INC(VCTR) | 1,195,300 | 1,198,560 | +3,260 | 76,104,751 | 77,618,746 | 3.18% | +1,513,995 |
| GENEDX HOLDINGS CORP(WGS) | 11,550 | 23,709 | +12,159 | 1,066,180 | 2,554,408 | 0.10% | +1,488,228 |
| OPTIMIZERX CORP | 0 | 71,046 | +71,046 | 0 | 1,456,443 | 0.06% | +1,456,443 |
| TAYSHA GENE THERAPIES INC(TSHA) | 958,493 | 1,116,629 | +158,136 | 2,214,119 | 3,651,377 | 0.15% | +1,437,258 |
| IMMUNOME INC(IMNM) | 392,751 | 426,219 | +33,468 | 3,652,584 | 4,991,024 | 0.20% | +1,338,440 |
| ZYMEWORKS INC(ZYME) | 380,783 | 345,331 | -35,452 | 4,778,827 | 5,898,253 | 0.24% | +1,119,426 |
| VEECO INSTRS INC DEL(VECO) | 383,280 | 292,247 | -91,033 | 7,788,250 | 8,893,076 | 0.36% | +1,104,826 |
| SEMTECH CORP(SMTC) | 991,576 | 641,492 | -350,084 | 44,759,741 | 45,834,603 | 1.88% | +1,074,862 |
| REVOLUTION MEDICINES INC(RVMD) | 121,780 | 118,692 | -3,088 | 4,480,286 | 5,542,916 | 0.23% | +1,062,630 |
| TECOGEN INC NEW | 0 | 112,338 | +112,338 | 0 | 989,698 | 0.04% | +989,698 |
| IMMUNOVANT INC(IMVT) | 213,088 | 266,221 | +53,133 | 3,409,408 | 4,291,483 | 0.18% | +882,075 |
| IRHYTHM TECHNOLOGIES INC(IRTC) | 12,664 | 14,940 | +2,276 | 1,949,749 | 2,569,531 | 0.11% | +619,782 |
| 908 DEVICES INC | 0 | 64,338 | +64,338 | 0 | 563,601 | 0.02% | +563,601 |
| LINDBLAD EXPEDITIONS HLDGS I(LIND) | 160,130 | 187,797 | +27,667 | 1,868,717 | 2,403,802 | 0.10% | +535,085 |
| CERTARA INC(CERT) | 405,068 | 425,999 | +20,931 | 4,739,296 | 5,205,708 | 0.21% | +466,412 |
| CHEFS WHSE INC(CHEF) | 0 | 5,131 | +5,131 | 0 | 299,291 | 0.01% | +299,291 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 405,478 | 339,617 | -65,861 | 5,315,817 | 5,508,588 | 0.23% | +192,771 |
| INTERDIGITAL INC(IDCC) | 10,816 | 7,455 | -3,361 | 2,425,272 | 2,573,690 | 0.11% | +148,418 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 0 | 14,078 | +14,078 | 0 | 104,318 | 0.00% | +104,318 |
| SHARKNINJA INC(SN) | 88,400 | 85,589 | -2,811 | 8,750,716 | 8,828,505 | 0.36% | +77,789 |
| NPK INTERNATIONAL INC(NPKI) | 657,460 | 499,940 | -157,520 | 5,594,985 | 5,654,321 | 0.23% | +59,336 |
| AZENTA INC(AZTA) | 8,122 | 9,748 | +1,626 | 249,995 | 279,963 | 0.01% | +29,968 |
| SURO CAPITAL CORP | 34,599 | 34,599 | 0 | 284,058 | 311,391 | 0.01% | +27,333 |
| IRADIMED CORP(IRMD) | 7,506 | 6,615 | -891 | 448,784 | 470,723 | 0.02% | +21,939 |
| NATERA INC(NTRA) | 19,371 | 20,419 | +1,048 | 3,272,537 | 3,286,846 | 0.13% | +14,309 |
| STOKE THERAPEUTICS INC(STOK) | 532,413 | 253,899 | -278,514 | 6,042,888 | 5,966,626 | 0.24% | -76,262 |
| TEXAS CAP BANCSHARES INC(TCBI) | 181,937 | 169,790 | -12,147 | 14,445,798 | 14,352,349 | 0.59% | -93,449 |
| CEVA INC(CEVA) | 26,218 | 17,731 | -8,487 | 576,272 | 468,276 | 0.02% | -107,996 |
| WEAVE COMMUNICATIONS INC | 236,365 | 264,398 | +28,033 | 1,966,557 | 1,766,179 | 0.07% | -200,378 |
| REDWIRE CORPORATION(RDW) | 14,270 | 0 | -14,270 | 232,601 | 0 | — | -232,601 |
| TOPGOLF CALLAWAY BRANDS CORP(CALY) | 556,559 | 440,926 | -115,633 | 4,480,300 | 4,188,797 | 0.17% | -291,503 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 747,067 | 580,729 | -166,338 | 10,458,938 | 10,133,721 | 0.41% | -325,217 |
| FIRST WATCH RESTAURANT GROUP | 1,647,128 | 1,667,332 | +20,204 | 26,419,933 | 26,077,072 | 1.07% | -342,861 |
| HARVARD BIOSCIENCE INC | 1,501,508 | 603,519 | -897,989 | 666,369 | 264,643 | 0.01% | -401,726 |
| APOGEE THERAPEUTICS INC(APGE) | 131,138 | 132,400 | +1,262 | 5,695,323 | 5,260,252 | 0.22% | -435,071 |
| PURSUIT ATTRACTIONS AND HOSP(PRSU) | 19,617 | 0 | -19,617 | 565,558 | 0 | — | -565,558 |
| KINSALE CAP GROUP INC(KNSL) | 15,153 | 15,622 | +469 | 7,332,537 | 6,643,412 | 0.27% | -689,125 |
| GOOSEHEAD INS INC(GSHD) | 7,356 | 0 | -7,356 | 776,132 | 0 | — | -776,132 |