Fund HoldingsGranahan Investment Management, LLC

Total Portfolio Value
$2.40B
Total Bought
$473.20M
Total Sold
$588.58M
Net Transaction
-$115.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PORCH GROUP INC(PRCH)9,993,76511,891,581+1,897,81615,34058,5072.44%+43,166
MAREX GROUP PLC(MRX)1,233,1122,190,604+957,49229,12668,2812.85%+39,155
KINDERCARE LEARNING COMPANIE01,446,059+1,446,059025,7401.07%+25,740
SPORTRADAR GROUP AG(SRAD)1,078,6672,008,977+930,31013,06334,8361.45%+21,773
ARCHER AVIATION INC(ACHR)02,124,164+2,124,164020,7110.86%+20,711
SWEETGREEN INC359,0501,022,397+663,34712,72832,7781.37%+20,050
SEMTECH CORP(SMTC)202,492458,075+255,5839,24628,3321.18%+19,086
PAR TECHNOLOGY CORP161,426347,916+186,4908,40725,2831.06%+16,876
REDDIT INC(RDDT)181,795154,249-27,54611,98425,2101.05%+13,227
FIRST WATCH RESTAURANT GROUP1,031,2531,471,610+440,35716,08827,3871.14%+11,299
ODDITY TECH LTD
SHS CL A
1,326,7131,538,198+211,48553,57364,6352.70%+11,062
VICTORY CAP HLDGS INC(VCTR)1,149,5071,132,997-16,51063,68374,1663.10%+10,483
ACV AUCTIONS INC(ACVA)1,018,1041,436,473+418,36920,69831,0281.30%+10,330
TRANSCAT INC(TRNS)81,374188,763+107,3899,82819,9600.83%+10,132
E L F BEAUTY INC(ELF)077,029+77,02909,6710.40%+9,671
DIGIMARC CORP NEW
COM
0249,435+249,43509,3410.39%+9,341
FTAI AVIATION LTD(FTAI)058,790+58,79008,4680.35%+8,468
KURA SUSHI USA INC315,430367,029+51,59925,41133,2451.39%+7,834
NORWEGIAN CRUISE LINE HLDG L
SHS
0296,707+296,70707,6340.32%+7,634
SUNOPTA INC
COM
02,782,215+2,782,215021,4230.89%+21,423
SHIFT4 PMTS INC(FOUR)526,830519,556-7,27446,67753,9202.25%+7,242
GENIUS SPORTS LIMITED
SHARES CL A
7,898,9397,963,691+64,75261,92868,8862.88%+6,958
STEPSTONE GROUP INC(STEP)234,333348,735+114,40213,31720,1850.84%+6,868
BOOT BARN HLDGS INC35,02183,236+48,2155,85812,6370.53%+6,779
KORNIT DIGITAL LTD1,677,8091,595,549-82,26043,34649,3822.06%+6,036
KNIFE RIVER CORP(KNF)118,857161,577+42,72010,62516,4230.69%+5,798
NPK INTERNATIONAL INC(NPKI)0705,707+705,70705,4130.23%+5,413
MCGRATH RENTCORP(MGRC)041,533+41,53304,6440.19%+4,644
INFORMATICA INC218,977382,966+163,9895,5369,9300.41%+4,395
PAYLOCITY HLDG CORP(PCTY)0151,501+151,501030,2201.26%+30,220
IMMUNOVANT INC(IMVT)0149,396+149,39603,7010.15%+3,701
MODINE MFG CO(MOD)0105,122+105,122012,1870.51%+12,187
PHREESIA INC1,455,6471,453,720-1,92733,17436,5761.53%+3,401
IMMUNOME INC(IMNM)0314,239+314,23903,3370.14%+3,337
GLOBANT S A
COM
194,397194,980+58338,51841,8081.75%+3,290
ENOVIX CORPORATION(ENVX)01,358,992+1,358,992014,7720.62%+14,772
URBAN OUTFITTERS INC(URBN)050,597+50,59702,7770.12%+2,777
CELLEBRITE DI LTD(CLBT)0227,397+227,39705,0100.21%+5,010
STEVANATO GROUP S P A
ORD SHS
115,983226,401+110,4182,3204,9330.21%+2,614
SPS COMM INC(SPSC)0302,920+302,920055,7342.33%+55,734
CELESTICA INC(CLS)027,975+27,97502,5820.11%+2,582
ACADIA HEALTHCARE COMPANY IN(ACHC)0142,236+142,23605,6400.24%+5,640
OLLIES BARGAIN OUTLET HLDGS(OLLI)022,322+22,32202,4490.10%+2,449
REPLIGEN CORP(RGEN)88,255107,415+19,16013,13415,4610.65%+2,327
PURE STORAGE INC(P)0167,898+167,898010,3140.43%+10,314
VITAL FARMS INC99,405151,347+51,9423,4865,7040.24%+2,218
AXON ENTERPRISE INC(AXON)234,982161,667-73,31593,89996,0824.01%+2,183
MAGNITE INC(MGNI)03,613,084+3,613,084057,5202.40%+57,520
GATES INDL CORP PLC
ORD SHS
714,411711,049-3,36212,53814,6260.61%+2,088
RXO INC(RXO)087,251+87,25102,0800.09%+2,080
LATTICE SEMICONDUCTOR CORP(LSCC)95,926124,941+29,0155,0917,0780.30%+1,987
MAYVILLE ENGR CO INC338,215578,967+240,7527,1309,1010.38%+1,972
SPIRE GLOBAL INC0126,069+126,06901,7740.07%+1,774
LENZ THERAPEUTICS INC051,842+51,84201,4970.06%+1,497
ANAPTYSBIO INC0106,079+106,07901,4040.06%+1,404
HUBSPOT INC(HUBS)45,86236,992-8,87024,38025,7751.08%+1,395
UNIVERSAL TECHNICAL INST INC(UTI)0158,859+158,85904,0840.17%+4,084
FIRSTSERVICE CORP NEW06,241+6,24101,1300.05%+1,130
EURONET WORLDWIDE INC(EEFT)042,412+42,41204,3620.18%+4,362
ISHARES TR03,576+3,57601,0290.04%+1,029
OKTA INC(OKTA)050,852+50,85204,0070.17%+4,007
DOUBLEVERIFY HLDGS INC(DV)0221,881+221,88104,2620.18%+4,262
FIVE9 INC(FIVN)0163,657+163,65706,6510.28%+6,651
APELLIS PHARMACEUTICALS INC
COM
0154,418+154,41804,9270.21%+4,927
TAYSHA GENE THERAPIES INC(TSHA)1,139,8991,636,381+496,4822,2912,8310.12%+540
INDIE SEMICONDUCTOR INC017,675,164+17,675,164071,5842.99%+71,584
CASELLA WASTE SYS INC(CWST)391,445372,321-19,12438,94539,3951.64%+450
NOVA LTD(NVMI)020,068+20,06803,9520.17%+3,952
BLUEPRINT MEDICINES CORP0141,890+141,890012,3760.52%+12,376
AVEPOINT INC173,011137,306-35,7052,0362,2670.09%+231
GOOSEHEAD INS INC(GSHD)7,1187,972+8546368550.04%+219
TITAN MACHY INC013,826+13,82601950.01%+195
DEXCOM INC(DXCM)4,1415,798+1,6572784510.02%+173
IRADIMED CORP(IRMD)10,52112,645+2,1245296950.03%+166
OWLET INC032,665+32,66501450.01%+145
SHOALS TECHNOLOGIES GROUP IN(SHLS)017,965+17,9650990.00%+99
ICAD INC052,325+52,3250960.00%+96
SHARKNINJA INC(SN)152,825171,383+18,55816,61416,6860.70%+72
VICOR CORP(VICR)48,51843,760-4,7582,0432,1140.09%+72
BIOMERICA INC0658,767+658,76701980.01%+198
QUANTA SVCS INC822751-712452370.01%-8
ARRAY TECHNOLOGIES INC013,564+13,5640820.00%+82
QXO INC(QXO)658,308650,946-7,36210,38210,3500.43%-31
ENPHASE ENERGY INC(ENPH)2,3312,930+5992632010.01%-62
MONOLITHIC PWR SYS INC(MPWR)358400+423312370.01%-94
HUDSON TECHNOLOGIES INC000000
RESEARCH SOLUTIONS INC44,2270-44,2271210-121
RAMBUS INC DEL(RMBS)082,620+82,62004,3670.18%+4,367
DARLING INGREDIENTS INC(DAR)11,2846,360-4,9244192140.01%-205
TETRA TECH INC NEW(TTEK)012,426+12,42604950.02%+495
BEL FUSE INC170,396159,504-10,89213,37813,1540.55%-223
SI-BONE INC(SIBN)1,656,3061,634,566-21,74023,15522,9170.96%-239
SUPER MICRO COMPUTER INC(SMCI)7290-7293040-304
ARCUS BIOSCIENCES INC(RCUS)0346,093+346,09305,1530.22%+5,153
RBC BEARINGS INC(RBC)62,18961,004-1,18518,61818,2490.76%-369
SUMMIT THERAPEUTICS INC(SMMT)126,098133,832+7,7342,7622,3880.10%-373
DESCARTES SYS GROUP INC(DSGX)046,474+46,47405,2790.22%+5,279
COGENT COMMUNICATIONS HLDGS182,467174,481-7,98613,85313,4470.56%-406
ONTO INNOVATION INC(ONTO)026,704+26,70404,4510.19%+4,451
KINSALE CAP GROUP INC(KNSL)000000
Page 1 of 1