Granahan Investment Management, LLC 13F holdings
Granahan Investment Management, LLC reported 150 positions with a total reported value of $2.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PRCH PORCH GROUP INC (6.6%), SIMO SILICON MOTION TECHNOLOGY CO (5.3%), FPS FORGENT POWER SOLUTIONS INC (3.6%), INDI INDIE SEMICONDUCTOR INC (3.1%), VICTORY CAP HLDGS INC DEL (3.0%). Against 2026-03-31 it opened 23 new positions and exited 22. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Granahan Investment Management, LLC files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 150 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PRCH PORCH GROUP INC | 12,393,660 | $186.4M | 6.6% |
| SIMO SILICON MOTION TECHNOLOGY CO | 445,752 | $148.6M | 5.3% |
| FPS FORGENT POWER SOLUTIONS INC | 1,807,608 | $101.0M | 3.6% |
| INDI INDIE SEMICONDUCTOR INC | 19,419,892 | $87.2M | 3.1% |
| VICTORY CAP HLDGS INC DEL | 1,015,343 | $85.3M | 3.0% |
| FTAI FTAI AVIATION LTD | 293,722 | $79.5M | 2.8% |
| MRX MAREX GROUP PLC | 1,254,283 | $76.4M | 2.7% |
| MODINE MFG CO | 263,572 | $70.4M | 2.5% |
| CRS CARPENTER TECHNOLOGY CORP | 96,981 | $59.8M | 2.1% |
| NXT NEXTPOWER INC | 495,938 | $59.1M | 2.1% |
| MGNI MAGNITE INC | 3,083,211 | $58.5M | 2.1% |
| AXON AXON ENTERPRISE INC | 96,829 | $54.3M | 1.9% |
| ONTO ONTO INNOVATION INC | 141,568 | $53.6M | 1.9% |
| TTMI TTM TECHNOLOGIES INC | 269,330 | $50.4M | 1.8% |
| LGND LIGAND PHARMACEUTICALS INC | 147,231 | $46.5M | 1.7% |
| KRUS KURA SUSHI USA INC | 801,969 | $46.2M | 1.6% |
| RGEN REPLIGEN CORP | 332,271 | $45.3M | 1.6% |
| APPS DIGITAL TURBINE INC | 3,494,200 | $45.1M | 1.6% |
| LTH LIFE TIME GROUP HOLDINGS INC | 1,083,587 | $44.3M | 1.6% |
| GENI GENIUS SPORTS LIMITED | 7,024,330 | $42.6M | 1.5% |
| CWST CASELLA WASTE SYS INC | 436,289 | $42.3M | 1.5% |
| QXO QXO INC | 2,327,662 | $40.2M | 1.4% |
| GNRC GENERAC HLDGS INC | 122,872 | $36.0M | 1.3% |
| ZETA ZETA GLOBAL HOLDINGS CORP | 1,758,212 | $34.6M | 1.2% |
| KRNT KORNIT DIGITAL LTD | 2,119,398 | $34.4M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 23 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TWST TWIST BIOSCIENCE CORP | 314,882 | $32.4M | 1.2% |
| QNT QUANTINUUM INC | 233,540 | $19.1M | 0.7% |
| ARXS ARXIS INC | 241,183 | $11.1M | 0.4% |
| DYN DYNE THERAPEUTICS INC | 338,565 | $7.5M | 0.3% |
| ATEX ANTERIX INC | 72,121 | $7.4M | 0.3% |
| SYRE SPYRE THERAPEUTICS INC | 82,991 | $7.4M | 0.3% |
| GWRE GUIDEWIRE SOFTWARE INC | 58,689 | $7.2M | 0.3% |
| KRMN KARMAN HLDGS INC | 144,544 | $7.2M | 0.3% |
| EVLV EVOLV TECHNOLOGIES HLDNGS IN | 1,235,954 | $7.2M | 0.3% |
| SHIFT4 PMTS INC | 132,151 | $6.4M | 0.2% |
| GRBK GREEN BRICK PARTNERS INC | 75,201 | $6.0M | 0.2% |
| MAMA MAMAS CREATIONS INC | 330,072 | $5.9M | 0.2% |
| AEIS ADVANCED ENERGY INDS | 15,412 | $5.7M | 0.2% |
| ONTERRIS INC | 259,703 | $5.2M | 0.2% |
| ORKA ORUKA THERAPEUTICS INC | 51,038 | $4.9M | 0.2% |
| TRAX FIRST TRACKS BIOTHERAPEUTICS | 238,304 | $4.8M | 0.2% |
| FRPT FRESHPET INC | 62,709 | $3.7M | 0.1% |
| SILC SILICOM LTD | 68,454 | $3.3M | 0.1% |
| LMRI LUMEXA IMAGING HOLDINGS INC | 263,156 | $3.0M | 0.1% |
| SPIR SPIRE GLOBAL INC | 159,131 | $3.0M | 0.1% |
| SRTA STRATA CRITICAL MEDICAL INC | 503,005 | $2.7M | <0.1% |
| ENPH ENPHASE ENERGY INC | 53,750 | $2.6M | <0.1% |
| TRVG TRIVAGO N V | 362,513 | $2.0M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 22 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FIX COMFORT SYS USA INC | 26,027 | $35.9M | 1.7% |
| SMTC SEMTECH CORP | 370,642 | $28.5M | 1.4% |
| SRAD SPORTRADAR GROUP AG | 1,439,659 | $24.1M | 1.2% |
| STRL STERLING INFRASTRUCTURE INC | 34,332 | $14.0M | 0.7% |
| COMP COMPASS INC | 1,885,312 | $13.8M | 0.7% |
| STEP STEPSTONE GROUP INC | 211,626 | $10.1M | 0.5% |
| PHR PHREESIA INC | 987,607 | $8.3M | 0.4% |
| CSGP COSTAR GROUP INC | 161,047 | $6.5M | 0.3% |
| LIFE ETHOS TECHNOLOGIES INC | 580,595 | $6.5M | 0.3% |
| WGS GENEDX HOLDINGS CORP | 96,605 | $6.2M | 0.3% |
| FN FABRINET | 10,431 | $5.4M | 0.3% |
| MONTROSE ENVIRONMENTAL GROUP | 241,787 | $5.3M | 0.3% |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 56,099 | $5.3M | 0.3% |
| TSEM TOWER SEMICONDUCTOR LTD | 29,902 | $5.2M | 0.3% |
| NUVL NUVALENT INC | 43,003 | $4.4M | 0.2% |
| IONQ IONQ INC | 146,012 | $4.2M | 0.2% |
| RVMD REVOLUTION MEDICINES INC | 42,573 | $4.1M | 0.2% |
| SOLENO THERAPEUTICS INC | 114,825 | $3.8M | 0.2% |
| NEOG NEOGEN CORP | 250,026 | $2.3M | 0.1% |
| RCAT RED CAT HLDGS INC | 109,603 | $1.4M | <0.1% |
| AZTA AZENTA INC | 40,996 | $866.2K | <0.1% |
| TGEN TECOGEN INC NEW | 88,496 | $226.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SIMO SILICON MOTION TECHNOLOGY CO | 195,252 | 445,752 | +128.3% | $148.6M |
| LGND LIGAND PHARMACEUTICALS INC | 24,165 | 147,231 | +509.3% | $46.5M |
| RGEN REPLIGEN CORP | 86,953 | 332,271 | +282.1% | $45.3M |
| GNRC GENERAC HLDGS INC | 13,213 | 122,872 | +829.9% | $36.0M |
| GRAL GRAIL INC | 49,628 | 321,176 | +547.2% | $21.9M |
| CWST CASELLA WASTE SYS INC | 250,262 | 436,289 | +74.3% | $42.3M |
| DSGX DESCARTES SYS GROUP INC | 55,253 | 297,257 | +438.0% | $20.6M |
| FROG JFROG LTD | 130,103 | 299,683 | +130.3% | $27.2M |
| ZETA ZETA GLOBAL HOLDINGS CORP | 1,024,487 | 1,758,212 | +71.6% | $34.6M |
| QXO QXO INC | 1,509,546 | 2,327,662 | +54.2% | $40.2M |
| KRUS KURA SUSHI USA INC | 607,917 | 801,969 | +31.9% | $46.2M |
| MGNI MAGNITE INC | 2,553,413 | 3,083,211 | +20.7% | $58.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CRS CARPENTER TECHNOLOGY CORP | 239,469 | 96,981 | -59.5% | $59.8M |
| APPS DIGITAL TURBINE INC | 7,112,351 | 3,494,200 | -50.9% | $45.1M |
| MODINE MFG CO | 377,586 | 263,572 | -30.2% | $70.4M |
| RMBS RAMBUS INC DEL | 280,246 | 66,245 | -76.4% | $8.8M |
| AIP ARTERIS INC | 713,077 | 160,415 | -77.5% | $7.8M |
| MTRN MATERION CORP | 144,476 | 69,793 | -51.7% | $20.8M |
| ONTO ONTO INNOVATION INC | 198,694 | 141,568 | -28.8% | $53.6M |
| AMRC AMERESCO INC | 630,073 | 23,622 | -96.3% | $652.0K |
| FPS FORGENT POWER SOLUTIONS INC | 2,071,084 | 1,807,608 | -12.7% | $101.0M |
| LEU CENTRUS ENERGY CORP | 89,690 | 8,902 | -90.1% | $1.5M |
| FTAI FTAI AVIATION LTD | 340,317 | 293,722 | -13.7% | $79.5M |
| YSS YORK SPACE SYSTEMS INC | 967,610 | 468,190 | -51.6% | $11.5M |
CIK 1026710 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
