Fund HoldingsGranahan Investment Management, LLC

Total Portfolio Value
$3.03B
Total Bought
$576.14M
Total Sold
$522.45M
Net Transaction
+$53.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INDIE SEMICONDUCTOR INC013,194,588+13,194,5880107,0083.53%+107,008
SMARTSHEET INC103,2411,040,724+937,4834,17749,7671.64%+45,590
DOUBLEVERIFY HLDGS INC(DV)01,005,646+1,005,646036,9881.22%+36,988
PORCH GROUP INC(PRCH)011,890,749+11,890,749036,6241.21%+36,624
RH(RH)085,477+85,477024,9150.82%+24,915
PAYLOCITY HLDG CORP(PCTY)230,404353,298+122,89441,86458,2411.92%+16,377
CHEFS WHSE INC(CHEF)333,086794,541+461,4557,05523,3830.77%+16,329
EVOLENT HEALTH INC02,903,191+2,903,191095,8923.17%+95,892
KINSALE CAP GROUP INC(KNSL)23,78575,103+51,3189,85025,1530.83%+15,303
GLOBANT S A
COM
198,394220,039+21,64539,25252,3651.73%+13,113
BRIDGEBIO PHARMA INC(BBIO)108,821388,302+279,4812,87015,6760.52%+12,806
ZETA GLOBAL HOLDINGS CORP(ZETA)08,112,729+8,112,729071,5542.36%+71,554
SUNOPTA INC
COM
172,0722,393,790+2,221,71858013,0940.43%+12,514
COURSERA INC(COUR)0605,552+605,552011,7300.39%+11,730
908 DEVICES INC1,843,2902,038,658+195,36812,27622,8740.76%+10,597
10X GENOMICS INC(TXG)0185,054+185,054010,3560.34%+10,356
ODDITY TECH LTD
SHS CL A
630,067586,499-43,56817,86227,2900.90%+9,427
VICTORY CAP HLDGS INC(VCTR)994,5641,213,589+219,02533,15941,7961.38%+8,637
MAGNITE INC(MGNI)06,726,268+6,726,268062,8232.08%+62,823
MODINE MFG CO(MOD)0130,801+130,80107,8090.26%+7,809
TOAST INC(TOST)03,898,193+3,898,193071,1812.35%+71,181
GENTHERM INC(THRM)256,129412,971+156,84213,89821,6230.71%+7,726
LOVESAC COMPANY01,426,533+1,426,533036,4481.20%+36,448
COMPASS INC(COMP)02,025,580+2,025,58007,6160.25%+7,616
VERTEX INC(VERX)444,305663,606+219,30110,26317,8780.59%+7,614
GENIUS SPORTS LIMITED
SHARES CL A
14,404,29713,578,412-825,88576,77583,9152.77%+7,140
SYNDAX PHARMACEUTICALS INC(SNDX)0320,911+320,91106,9350.23%+6,935
EVERQUOTE INC(EVER)1,568,4571,491,009-77,44811,34018,2500.60%+6,910
BIOLIFE SOLUTIONS INC(BLFS)01,292,675+1,292,675021,0060.69%+21,006
EDGEWISE THERAPEUTICS INC(EWTX)939,1271,074,908+135,7815,38111,7590.39%+6,378
EURONET WORLDWIDE INC(EEFT)0221,061+221,061022,4350.74%+22,435
ORTHOPEDIATRICS CORP0769,245+769,245025,0080.83%+25,008
MATERION CORP(MTRN)0226,929+226,929029,5300.98%+29,530
PORTILLOS INC01,324,465+1,324,465021,0990.70%+21,099
XENON PHARMACEUTICALS INC(XENE)0302,581+302,581013,9370.46%+13,937
VERACYTE INC(VCYT)0503,898+503,898013,8620.46%+13,862
RBC BEARINGS INC(RBC)98,96798,271-69623,17127,9960.92%+4,825
WILLSCOT MOBIL MINI HLDNG CO(WSC)999,2091,041,573+42,36441,55746,3501.53%+4,793
CASTLE BIOSCIENCES INC(CSTL)2,487,6732,166,471-321,20242,01746,7521.54%+4,736
FARO TECHNOLOGIES INC0208,771+208,77104,7040.16%+4,704
SHOALS TECHNOLOGIES GROUP IN(SHLS)0294,422+294,42204,5750.15%+4,575
PLIANT THERAPEUTICS INC939,2091,150,766+211,55716,28620,8400.69%+4,554
PDF SOLUTIONS INC(PDFS)0136,167+136,16704,3760.14%+4,376
GUIDEWIRE SOFTWARE INC(GWRE)0156,031+156,031017,0140.56%+17,014
CERTARA INC(CERT)0243,554+243,55404,2840.14%+4,284
CASELLA WASTE SYS INC(CWST)331,819346,333+14,51425,31829,5980.98%+4,280
TRANSMEDICS GROUP INC(TMDX)0146,736+146,736011,5820.38%+11,582
PHREESIA INC01,060,070+1,060,070024,5410.81%+24,541
ARCTURUS THERAPEUTICS HLDGS398,862450,366+51,50410,19114,2000.47%+4,009
BLUEPRINT MEDICINES CORP229,247167,507-61,74011,51315,4510.51%+3,938
EXLSERVICE HOLDINGS INC(EXLS)57,920176,309+118,3891,6245,4390.18%+3,815
DESCARTES SYS GROUP INC(DSGX)30,07870,143+40,0652,2075,8960.19%+3,689
COGENT COMMUNICATIONS HLDGS111,971138,921+26,9506,93110,5660.35%+3,635
COSTAR GROUP INC(CSGP)0712,084+712,084062,2292.06%+62,229
KINIKSA PHARMACEUTICALS LTD534,214722,388+188,1749,27912,6710.42%+3,391
NOVA LTD(NVMI)15,64236,584+20,9421,7595,0260.17%+3,267
FIRST SOLAR INC(FSLR)87,805101,105+13,30014,18817,4180.58%+3,230
HUBSPOT INC(HUBS)064,947+64,947037,7041.25%+37,704
SPX TECHNOLOGIES INC146,707147,953+1,24611,94214,9450.49%+3,003
SI-BONE INC(SIBN)01,286,450+1,286,450027,0030.89%+27,003
PERFICIENT INC0238,712+238,712015,7120.52%+15,712
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)84,562126,772+42,2104,8207,6560.25%+2,836
ZYMEWORKS INC(ZYME)0700,558+700,55807,2790.24%+7,279
FORMFACTOR INC(FORM)064,844+64,84402,7050.09%+2,705
STOKE THERAPEUTICS INC(STOK)01,137,887+1,137,88705,9850.20%+5,985
BOOT BARN HLDGS INC36,27372,590+36,3172,9455,5720.18%+2,627
KLAVIYO INC(KVYO)70,168174,329+104,1612,4214,8430.16%+2,422
HASHICORP INC133,077230,704+97,6273,0385,4540.18%+2,416
JFROG LTD(FROG)172,067195,871+23,8044,3646,7790.22%+2,415
HARVARD BIOSCIENCE INC1,735,5721,843,484+107,9127,4639,8630.33%+2,400
FIVE9 INC(FIVN)66,17584,369+18,1944,2556,6390.22%+2,384
N-ABLE INC0178,957+178,95702,3710.08%+2,371
CYBERARK SOFTWARE LTD72,23364,420-7,81311,83014,1110.47%+2,282
VIAD CORP(PRSU)93,803130,263+36,4602,4584,7160.16%+2,258
PACIFIC BIOSCIENCES CALIF IN0821,306+821,30608,0570.27%+8,057
REPLIGEN CORP(RGEN)132,758129,686-3,07221,11023,3180.77%+2,208
BRIGHT HORIZONS FAM SOL IN D(BFAM)55,25770,286+15,0294,5016,6240.22%+2,123
MAYVILLE ENGR CO INC15,334144,278+128,9441682,0800.07%+1,912
COLUMBUS MCKINNON CORP N Y0532,578+532,578020,7810.69%+20,781
SHOCKWAVE MED INC29,75240,802+11,0505,9247,7750.26%+1,852
SKECHERS U S A INC029,649+29,64901,8480.06%+1,848
TRIPADVISOR INC(TRIP)080,336+80,33601,7300.06%+1,730
FIRST WATCH RESTAURANT GROUP766,377740,907-25,47013,25114,8920.49%+1,642
STRATASYS LTD01,015,899+1,015,899014,5070.48%+14,507
PENTAIR PLC(PNR)6,46027,928+21,4684182,0310.07%+1,612
ALTA EQUIPMENT GROUP INC01,030,942+1,030,942012,7530.42%+12,753
BUMBLE INC01,368,783+1,368,783020,1760.67%+20,176
EXPEDIA GROUP INC(EXPE)048,073+48,07307,2970.24%+7,297
CORVEL CORP(CRVL)31,55130,717-8346,2057,5940.25%+1,389
INTELLIA THERAPEUTICS INC(NTLA)0257,791+257,79107,8600.26%+7,860
VARONIS SYS INC(VRNS)217,895176,688-41,2076,6558,0000.26%+1,346
TWILIO INC(TWLO)055,415+55,41504,2040.14%+4,204
FOX FACTORY HLDG CORP(FOXF)19,98847,254+27,2661,9803,1890.11%+1,208
GOOSEHEAD INS INC(GSHD)74,18687,504+13,3185,5296,6330.22%+1,104
GROCERY OUTLET HLDG CORP(GO)0190,196+190,19605,1280.17%+5,128
CYTOSORBENTS CORP03,618,143+3,618,14304,0160.13%+4,016
PROS HOLDINGS INC0605,986+605,986023,5060.78%+23,506
SPRINKLR INC(CXM)294,567423,990+129,4234,0775,1050.17%+1,028
NUVEI CORPORATION12,62543,428+30,8031891,1400.04%+951
BEL FUSE INC30,38535,868+5,4831,4502,3950.08%+945
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