Fund HoldingsGranahan Investment Management, LLC

Total Portfolio Value
$2.34B
Total Bought
$547.63M
Total Sold
$533.58M
Net Transaction
+$14.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ZETA GLOBAL HOLDINGS CORP(ZETA)1,244,4662,617,630+1,373,16424,72853,2692.28%+28,541
FTAI AVIATION LTD(FTAI)267,372347,365+79,99344,61468,3792.93%+23,765
ONTO INNOVATION INC(ONTO)74,122196,642+122,5209,57831,0421.33%+21,464
WEALTHFRONT CORP(WLTH)01,386,092+1,386,092018,8370.81%+18,837
STERLING INFRASTRUCTURE INC(STRL)059,148+59,148018,1130.78%+18,113
CARPENTER TECHNOLOGY CORP(CRS)269,437267,175-2,26266,15884,1173.60%+17,960
MAREX GROUP PLC(MRX)01,376,993+1,376,993052,8212.26%+52,821
TTM TECHNOLOGIES INC(TTMI)0247,375+247,375017,0690.73%+17,069
MODINE MFG CO(MOD)186,914326,474+139,56026,57243,5881.87%+17,016
UNUSUAL MACHS INC(UMAC)01,154,505+1,154,505014,7080.63%+14,708
CAVA GROUP INC(CAVA)0230,803+230,803013,5460.58%+13,546
BETA TECHNOLOGIES INC0438,351+438,351012,3660.53%+12,366
KLAVIYO INC(KVYO)0605,271+605,271019,6530.84%+19,653
KORNIT DIGITAL LTD02,569,663+2,569,663036,9521.58%+36,952
FIGURE TECHNOLOGY SOLUTIO(FGRS)458,594665,518+206,92416,67927,1801.16%+10,501
HEALTHEQUITY INC(HQY)091,020+91,02008,3380.36%+8,338
PHREESIA INC02,399,613+2,399,613040,6011.74%+40,601
UNIVERSAL TECHNICAL INST INC(UTI)124,246439,252+315,0064,04411,4780.49%+7,433
LIGHTPATH TECHNOLOGIES INC0656,020+656,02007,0850.30%+7,085
VITAL FARMS INC0216,551+216,55106,9170.30%+6,917
OWLET INC509,904686,749+176,8454,31911,1180.48%+6,800
XERIS BIOPHARMA HOLDINGS INC350,1681,223,404+873,2362,8509,6040.41%+6,753
AZENTA INC(AZTA)9,748204,676+194,9282806,8080.29%+6,528
MP MATERIALS CORP(MP)0128,417+128,41706,4880.28%+6,488
CELLEBRITE DI LTD(CLBT)2,629,2993,057,018+427,71948,72155,1182.36%+6,397
CELCUITY INC(CELC)49,28187,032+37,7512,4348,6810.37%+6,246
MATERION CORP(MTRN)94,276138,226+43,95011,38917,1840.74%+5,795
FABRINET(FN)011,877+11,87705,4070.23%+5,407
LUMENTUM HLDGS INC(LITE)32,88128,498-4,3835,35010,5040.45%+5,154
CORE SCIENTIFIC INC NEW(CORZ)0350,956+350,95605,1100.22%+5,110
RIGETTI COMPUTING INC(RGTI)0221,227+221,22704,9000.21%+4,900
IONQ INC(IONQ)0106,722+106,72204,7890.21%+4,789
ALIGNMENT HEALTHCARE INC(ALHC)580,729749,487+168,75810,13414,8020.63%+4,669
IMMUNOME INC(IMNM)426,219435,123+8,9044,9919,3460.40%+4,355
GRAIL INC(GRAL)050,508+50,50804,3230.19%+4,323
NUVALENT INC040,211+40,21104,0450.17%+4,045
CHEFS WHSE INC(CHEF)5,13168,823+63,6922994,2900.18%+3,990
RBC BEARINGS INC(RBC)048,757+48,757021,8640.94%+21,864
HUBSPOT INC(HUBS)037,831+37,831015,1820.65%+15,182
SHARKNINJA INC(SN)85,589112,863+27,2748,82912,6290.54%+3,801
QXO INC(QXO)0799,612+799,612015,4250.66%+15,425
VIKING THERAPEUTICS INC(VKTX)0235,586+235,58608,2880.35%+8,288
GLOBAL E ONLINE LTD
SHS
1,221,2211,191,892-29,32943,67146,8532.01%+3,182
SHOALS TECHNOLOGIES GROUP IN(SHLS)14,078363,482+349,4041043,0900.13%+2,985
CHIME FINL INC(CHYM)0115,755+115,75502,9140.12%+2,914
SILICON LABORATORIES INC(SLAB)032,019+32,01904,1850.18%+4,185
NEXTPOWER INC415,166384,710-30,45630,71833,5121.44%+2,794
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)0198,307+198,30702,6140.11%+2,614
LINDBLAD EXPEDITIONS HLDGS I(LIND)187,797345,574+157,7772,4044,9830.21%+2,579
REPLIGEN CORP(RGEN)072,002+72,002011,7980.51%+11,798
MONTROSE ENVIRONMENTAL GROUP90,740199,317+108,5772,4924,9490.21%+2,457
REDWIRE CORPORATION(RDW)0316,942+316,94202,4090.10%+2,409
UNITED STATES ANTIMONY CORP0478,991+478,99102,4050.10%+2,405
ALLEGRO MICROSYSTEMS INC(ALGM)089,857+89,85702,3700.10%+2,370
REVOLUTION MEDICINES INC(RVMD)118,69299,194-19,4985,5437,9010.34%+2,358
CYTOKINETICS INC(CYTK)53,55082,121+28,5712,9435,2180.22%+2,275
TALKSPACE INC(TALK)0581,666+581,66602,1110.09%+2,111
SI-BONE INC(SIBN)0880,155+880,155017,3570.74%+17,357
KINIKSA PHARMACEUTICALS INTL(KNSA)283,571316,213+32,64211,01113,0440.56%+2,033
BETA BIONICS INC85,741121,246+35,5051,7043,6940.16%+1,991
SCHOLAR ROCK HLDG CORP(SRRK)129,914153,769+23,8554,8386,7740.29%+1,936
APOGEE THERAPEUTICS INC(APGE)132,40094,720-37,6805,2607,1490.31%+1,889
LATTICE SEMICONDUCTOR CORP(LSCC)059,428+59,42804,3730.19%+4,373
TEXAS CAP BANCSHARES INC(TCBI)169,790178,369+8,57914,35216,1500.69%+1,797
EYEPOINT INC(EYPT)347,892366,675+18,7834,9546,6990.29%+1,745
BIOLIFE SOLUTIONS INC(BLFS)0482,356+482,356011,6630.50%+11,663
JFROG LTD(FROG)0150,580+150,58009,4050.40%+9,405
SYNDAX PHARMACEUTICALS INC(SNDX)0366,793+366,79307,7060.33%+7,706
ANAPTYSBIO INC147,773125,855-21,9184,5256,1010.26%+1,577
IMMUNOVANT INC(IMVT)266,221230,188-36,0334,2915,8510.25%+1,560
SILICON MOTION TECHNOLOGY CO(SIMO)207,758229,129+21,37119,69821,2400.91%+1,543
ELECTROVAYA INC0194,961+194,96101,5400.07%+1,540
GENEDX HOLDINGS CORP(WGS)23,70930,910+7,2012,5544,0200.17%+1,466
ARLO TECHNOLOGIES INC(ARLO)192,918338,382+145,4643,2704,7340.20%+1,464
WILLSCOT HLDGS CORP(WSC)0297,852+297,85205,6090.24%+5,609
NETSKOPE INC(NTSK)97,096202,461+105,3652,2073,5510.15%+1,344
KURA SUSHI USA INC671,012787,108+116,09639,86541,1891.76%+1,325
NPK INTERNATIONAL INC(NPKI)499,940580,447+80,5075,6546,9190.30%+1,265
CORVEL CORP(CRVL)058,679+58,67903,9710.17%+3,971
BWX TECHNOLOGIES INC(BWXT)10,52717,355+6,8281,9413,0000.13%+1,059
KINSALE CAP GROUP INC(KNSL)15,62219,686+4,0646,6437,7000.33%+1,056
RED CAT HLDGS INC(RCAT)0132,572+132,57201,0510.05%+1,051
GATES INDL CORP PLC
ORD SHS
0834,723+834,723017,9220.77%+17,922
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
83,92591,770+7,84512,22013,2050.57%+984
BOOT BARN HLDGS INC36,65639,495+2,8396,0756,9700.30%+895
RHYTHM PHARMACEUTICALS INC(RYTM)49,72853,452+3,7245,0225,7220.24%+699
XENON PHARMACEUTICALS INC(XENE)092,778+92,77804,1580.18%+4,158
AMPRIUS TECHNOLOGIES INC(AMPX)064,382+64,38205080.02%+508
LIGAND PHARMACEUTICALS INC(LGND)24,96226,050+1,0884,4224,9250.21%+504
COGENT COMMUNICATIONS HLDGS0217,025+217,02504,6790.20%+4,679
JBT MAREL CORPORATION(JBTM)062,044+62,04409,3480.40%+9,348
CRYOPORT INC040,200+40,20003860.02%+386
ISHARES TR01,126+1,12603640.02%+364
WEAVE COMMUNICATIONS INC264,398280,610+16,2121,7662,1300.09%+364
EDGEWISE THERAPEUTICS INC(EWTX)339,617232,295-107,3225,5095,7640.25%+256
TAYSHA GENE THERAPIES INC(TSHA)1,116,629703,971-412,6583,6513,8720.17%+220
MAYVILLE ENGR CO INC0267,762+267,76205,0130.21%+5,013
STOKE THERAPEUTICS INC(STOK)253,899191,397-62,5025,9676,0750.26%+108
ZYMEWORKS INC(ZYME)345,331224,408-120,9235,8985,9090.25%+10
IRADIMED CORP(IRMD)6,6154,892-1,7234714760.02%+5
Page 1 of 1