Granahan Investment Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ZETA GLOBAL HOLDINGS CORP | 1,244,466 | 2,617,630 | +1,373,164 | 24,727,539 | 53,268,770 | +28,541,231 |
| FTAI AVIATION LTD | 267,372 | 347,365 | +79,993 | 44,613,692 | 68,378,800 | +23,765,108 |
| ONTO INNOVATION INC | 74,122 | 196,642 | +122,520 | 9,578,045 | 31,041,906 | +21,463,861 |
| WEALTHFRONT CORP | 0 | 1,386,092 | +1,386,092 | 0 | 18,836,990 | +18,836,990 |
| STERLING INFRASTRUCTURE INC | 0 | 59,148 | +59,148 | 0 | 18,112,892 | +18,112,892 |
| CARPENTER TECHNOLOGY CORP | 269,437 | 267,175 | -2,262 | 66,157,561 | 84,117,377 | +17,959,816 |
| MAREX GROUP PLC | 1,054,954 | 1,376,993 | +322,039 | 35,467,553 | 52,821,451 | +17,353,898 |
| TTM TECHNOLOGIES INC | 0 | 247,375 | +247,375 | 0 | 17,068,875 | +17,068,875 |
| MODINE MFG CO | 186,914 | 326,474 | +139,560 | 26,571,694 | 43,587,544 | +17,015,850 |
| UNUSUAL MACHS INC | 0 | 1,154,505 | +1,154,505 | 0 | 14,708,394 | +14,708,394 |
| CAVA GROUP INC | 0 | 230,803 | +230,803 | 0 | 13,545,828 | +13,545,828 |
| BETA TECHNOLOGIES INC | 0 | 438,351 | +438,351 | 0 | 12,365,882 | +12,365,882 |
| KLAVIYO INC | 310,879 | 605,271 | +294,392 | 8,608,240 | 19,653,149 | +11,044,909 |
| KORNIT DIGITAL LTD | 1,955,150 | 2,569,663 | +614,513 | 26,394,525 | 36,951,754 | +10,557,229 |
| FIGURE TECHNOLOGY SOLUTIO | 458,594 | 665,518 | +206,924 | 16,679,064 | 27,179,755 | +10,500,691 |
| HEALTHEQUITY INC | 0 | 91,020 | +91,020 | 0 | 8,338,342 | +8,338,342 |
| PHREESIA INC | 1,380,626 | 2,399,613 | +1,018,987 | 32,472,324 | 40,601,452 | +8,129,128 |
| UNIVERSAL TECHNICAL INST INC | 124,246 | 439,252 | +315,006 | 4,044,207 | 11,477,655 | +7,433,448 |
| LIGHTPATH TECHNOLOGIES INC | 0 | 656,020 | +656,020 | 0 | 7,085,016 | +7,085,016 |
| VITAL FARMS INC | 0 | 216,551 | +216,551 | 0 | 6,916,639 | +6,916,639 |
| OWLET INC | 509,904 | 686,749 | +176,845 | 4,318,887 | 11,118,466 | +6,799,579 |
| XERIS BIOPHARMA HOLDINGS INC | 350,168 | 1,223,404 | +873,236 | 2,850,368 | 9,603,721 | +6,753,353 |
| AZENTA INC | 9,748 | 204,676 | +194,928 | 279,963 | 6,807,524 | +6,527,561 |
| MP MATERIALS CORP | 0 | 128,417 | +128,417 | 0 | 6,487,627 | +6,487,627 |
| CELLEBRITE DI LTD | 2,629,299 | 3,057,018 | +427,719 | 48,720,910 | 55,118,035 | +6,397,125 |
| CELCUITY INC | 49,281 | 87,032 | +37,751 | 2,434,481 | 8,680,572 | +6,246,091 |
| MATERION CORP | 94,276 | 138,226 | +43,950 | 11,389,484 | 17,184,256 | +5,794,772 |
| FABRINET | 0 | 11,877 | +11,877 | 0 | 5,407,361 | +5,407,361 |
| LUMENTUM HLDGS INC | 32,881 | 28,498 | -4,383 | 5,350,068 | 10,504,078 | +5,154,010 |
| CORE SCIENTIFIC INC NEW | 0 | 350,956 | +350,956 | 0 | 5,109,919 | +5,109,919 |
| RIGETTI COMPUTING INC | 0 | 221,227 | +221,227 | 0 | 4,900,178 | +4,900,178 |
| IONQ INC | 0 | 106,722 | +106,722 | 0 | 4,788,616 | +4,788,616 |
| ALIGNMENT HEALTHCARE INC | 580,729 | 749,487 | +168,758 | 10,133,721 | 14,802,368 | +4,668,647 |
| IMMUNOME INC | 426,219 | 435,123 | +8,904 | 4,991,024 | 9,346,442 | +4,355,418 |
| GRAIL INC | 0 | 50,508 | +50,508 | 0 | 4,322,980 | +4,322,980 |
| NUVALENT INC | 0 | 40,211 | +40,211 | 0 | 4,044,824 | +4,044,824 |
| CHEFS WHSE INC | 5,131 | 68,823 | +63,692 | 299,291 | 4,289,738 | +3,990,447 |
| RBC BEARINGS INC | 45,850 | 48,757 | +2,907 | 17,894,796 | 21,864,102 | +3,969,306 |
| HUBSPOT INC | 24,057 | 37,831 | +13,774 | 11,253,865 | 15,181,580 | +3,927,715 |
| SHARKNINJA INC | 85,589 | 112,863 | +27,274 | 8,828,505 | 12,629,370 | +3,800,865 |
| QXO INC | 620,819 | 799,612 | +178,793 | 11,832,810 | 15,424,515 | +3,591,705 |
| VIKING THERAPEUTICS INC | 189,529 | 235,586 | +46,057 | 4,980,822 | 8,287,915 | +3,307,093 |
| GLOBAL E ONLINE LTD | 1,221,221 | 1,191,892 | -29,329 | 43,670,863 | 46,853,275 | +3,182,412 |
| SHOALS TECHNOLOGIES GROUP IN | 14,078 | 363,482 | +349,404 | 104,318 | 3,089,597 | +2,985,279 |
| CHIME FINL INC | 0 | 115,755 | +115,755 | 0 | 2,913,553 | +2,913,553 |
| SILICON LABORATORIES INC | 9,756 | 32,019 | +22,263 | 1,279,304 | 4,184,883 | +2,905,579 |
| NEXTPOWER INC | 415,166 | 384,710 | -30,456 | 30,718,132 | 33,512,088 | +2,793,956 |
| MOONLAKE IMMUNOTHERAPEUTICS | 0 | 198,307 | +198,307 | 0 | 2,613,686 | +2,613,686 |
| LINDBLAD EXPEDITIONS HLDGS I | 187,797 | 345,574 | +157,777 | 2,403,802 | 4,983,177 | +2,579,375 |
| REPLIGEN CORP | 69,871 | 72,002 | +2,131 | 9,339,657 | 11,798,248 | +2,458,591 |
| MONTROSE ENVIRONMENTAL GROUP | 90,740 | 199,317 | +108,577 | 2,491,720 | 4,949,041 | +2,457,321 |
| REDWIRE CORPORATION | 0 | 316,942 | +316,942 | 0 | 2,408,759 | +2,408,759 |
| UNITED STATES ANTIMONY CORP | 0 | 478,991 | +478,991 | 0 | 2,404,535 | +2,404,535 |
| ALLEGRO MICROSYSTEMS INC | 0 | 89,857 | +89,857 | 0 | 2,370,428 | +2,370,428 |
| REVOLUTION MEDICINES INC | 118,692 | 99,194 | -19,498 | 5,542,916 | 7,900,802 | +2,357,886 |
| CYTOKINETICS INC | 53,550 | 82,121 | +28,571 | 2,943,108 | 5,217,968 | +2,274,860 |
| TALKSPACE INC | 0 | 581,666 | +581,666 | 0 | 2,111,448 | +2,111,448 |
| SI-BONE INC | 1,039,649 | 880,155 | -159,494 | 15,303,633 | 17,356,657 | +2,053,024 |
| KINIKSA PHARMACEUTICALS INTL | 283,571 | 316,213 | +32,642 | 11,011,062 | 13,043,786 | +2,032,724 |
| BETA BIONICS INC | 85,741 | 121,246 | +35,505 | 1,703,674 | 3,694,366 | +1,990,692 |
| SCHOLAR ROCK HLDG CORP | 129,914 | 153,769 | +23,855 | 4,837,997 | 6,773,524 | +1,935,527 |
| APOGEE THERAPEUTICS INC | 132,400 | 94,720 | -37,680 | 5,260,252 | 7,149,466 | +1,889,214 |
| LATTICE SEMICONDUCTOR CORP | 34,838 | 59,428 | +24,590 | 2,554,322 | 4,372,712 | +1,818,390 |
| TEXAS CAP BANCSHARES INC | 169,790 | 178,369 | +8,579 | 14,352,349 | 16,149,529 | +1,797,180 |
| EYEPOINT INC | 347,892 | 366,675 | +18,783 | 4,953,982 | 6,699,152 | +1,745,170 |
| BIOLIFE SOLUTIONS INC | 392,096 | 482,356 | +90,260 | 10,002,369 | 11,663,368 | +1,660,999 |
| JFROG LTD | 164,475 | 150,580 | -13,895 | 7,784,602 | 9,405,227 | +1,620,625 |
| SYNDAX PHARMACEUTICALS INC | 396,336 | 366,793 | -29,543 | 6,097,630 | 7,706,321 | +1,608,691 |
| ANAPTYSBIO INC | 147,773 | 125,855 | -21,918 | 4,524,809 | 6,101,450 | +1,576,641 |
| IMMUNOVANT INC | 266,221 | 230,188 | -36,033 | 4,291,483 | 5,851,379 | +1,559,896 |
| SILICON MOTION TECHNOLOGY CO | 207,758 | 229,129 | +21,371 | 19,697,536 | 21,240,258 | +1,542,722 |
| ELECTROVAYA INC | 0 | 194,961 | +194,961 | 0 | 1,540,192 | +1,540,192 |
| GENEDX HOLDINGS CORP | 23,709 | 30,910 | +7,201 | 2,554,408 | 4,020,155 | +1,465,747 |
| ARLO TECHNOLOGIES INC | 192,918 | 338,382 | +145,464 | 3,269,960 | 4,733,964 | +1,464,004 |
| WILLSCOT HLDGS CORP | 200,447 | 297,852 | +97,405 | 4,231,436 | 5,608,553 | +1,377,117 |
| NETSKOPE INC | 97,096 | 202,461 | +105,365 | 2,206,992 | 3,551,166 | +1,344,174 |
| KURA SUSHI USA INC | 671,012 | 787,108 | +116,096 | 39,864,823 | 41,189,362 | +1,324,539 |
| NPK INTERNATIONAL INC | 499,940 | 580,447 | +80,507 | 5,654,321 | 6,918,928 | +1,264,607 |
| CORVEL CORP | 35,151 | 58,679 | +23,528 | 2,721,390 | 3,970,808 | +1,249,418 |
| BWX TECHNOLOGIES INC | 10,527 | 17,355 | +6,828 | 1,940,863 | 2,999,638 | +1,058,775 |
| KINSALE CAP GROUP INC | 15,622 | 19,686 | +4,064 | 6,643,412 | 7,699,588 | +1,056,176 |
| RED CAT HLDGS INC | 0 | 132,572 | +132,572 | 0 | 1,051,296 | +1,051,296 |
| GATES INDL CORP PLC | 682,310 | 834,723 | +152,413 | 16,934,934 | 17,921,503 | +986,569 |
| CREDO TECHNOLOGY GROUP HOLDI | 83,925 | 91,770 | +7,845 | 12,220,319 | 13,204,785 | +984,466 |
| BOOT BARN HLDGS INC | 36,656 | 39,495 | +2,839 | 6,074,632 | 6,969,683 | +895,051 |
| RHYTHM PHARMACEUTICALS INC | 49,728 | 53,452 | +3,724 | 5,022,031 | 5,721,502 | +699,471 |
| XENON PHARMACEUTICALS INC | 87,470 | 92,778 | +5,308 | 3,511,920 | 4,158,310 | +646,390 |
| AMPRIUS TECHNOLOGIES INC | 0 | 64,382 | +64,382 | 0 | 507,974 | +507,974 |
| LIGAND PHARMACEUTICALS INC | 24,962 | 26,050 | +1,088 | 4,421,769 | 4,925,274 | +503,505 |
| COGENT COMMUNICATIONS HLDGS | 108,989 | 217,025 | +108,036 | 4,179,728 | 4,679,059 | +499,331 |
| JBT MAREL CORPORATION | 63,365 | 62,044 | -1,321 | 8,899,614 | 9,348,169 | +448,555 |
| CRYOPORT INC | 0 | 40,200 | +40,200 | 0 | 385,920 | +385,920 |
| ISHARES TR | 0 | 1,126 | +1,126 | 0 | 363,709 | +363,709 |
| WEAVE COMMUNICATIONS INC | 264,398 | 280,610 | +16,212 | 1,766,179 | 2,129,830 | +363,651 |
| EDGEWISE THERAPEUTICS INC | 339,617 | 232,295 | -107,322 | 5,508,588 | 5,764,401 | +255,813 |
| TAYSHA GENE THERAPIES INC | 1,116,629 | 703,971 | -412,658 | 3,651,377 | 3,871,840 | +220,463 |
| MAYVILLE ENGR CO INC | 349,267 | 267,762 | -81,505 | 4,805,914 | 5,012,505 | +206,591 |
| STOKE THERAPEUTICS INC | 253,899 | 191,397 | -62,502 | 5,966,626 | 6,074,941 | +108,315 |
| ZYMEWORKS INC | 345,331 | 224,408 | -120,923 | 5,898,253 | 5,908,663 | +10,410 |
| IRADIMED CORP | 6,615 | 4,892 | -1,723 | 470,723 | 475,894 | +5,171 |