EdgeMarket › What Granahan Investment Management, Llc reported owning
What Granahan Investment Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
149Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CRS CARPENTER TECHNOLOGY CORP | 94.4M | 4.6% | 239.5K | 492.38 | +105.1% |
| PRCH Porch Group, Inc. | 90.9M | 4.4% | 12.7M | 17.09 | +11.6% |
| FTAI FTAI Aviation Ltd. | 83.4M | 4.0% | 340.3K | 209.70 | +49.4% |
| MOD MODINE MANUFACTURING CO | 81.8M | 4.0% | 377.6K | 197.68 | +46.5% |
| VCTR Victory Capital Holdings, Inc. | 71.2M | 3.4% | 1.1M | 115.63 | +65.0% |
| INDI indie Semiconductor, Inc. | 65.3M | 3.2% | 20.3M | 4.15 | -3.9% |
| FPS Forgent Power Solutions, Inc. | 60.6M | 2.9% | 2.1M | 33.18 | — |
| MRX Marex Group Ltd | 54.6M | 2.6% | 1.2M | 72.99 | +104.3% |
| NXT Nextpower Inc. | 51.2M | 2.5% | 424.4K | 86.18 | +30.3% |
| KRUS KURA SUSHI USA, INC. | 42.4M | 2.1% | 607.9K | 48.34 | -38.5% |
| ONTO ONTO INNOVATION INC. | 40.7M | 2.0% | 198.7K | 293.33 | +176.9% |
| AXON AXON ENTERPRISE, INC. | 38.5M | 1.9% | 90.7K | 627.75 | -17.5% |
| FIX COMFORT SYSTEMS USA INC | 35.9M | 1.7% | 26.0K | 1,655.61 | +143.1% |
| KRNT Kornit Digital Ltd. | 33.7M | 1.6% | 2.3M | 16.77 | +9.9% |
| LTH Life Time Group Holdings, Inc. | 32.3M | 1.6% | 1.2M | 45.11 | +60.7% |
| TTMI TTM TECHNOLOGIES INC | 31.9M | 1.5% | 327.4K | 110.54 | +175.9% |
| FIGR Figure Technology Solutions, Inc. | 31.8M | 1.5% | 935.4K | 39.10 | — |
| MGNI MAGNITE, INC. | 30.3M | 1.5% | 2.6M | 23.50 | +7.6% |
| QXO QXO, Inc. | 29.3M | 1.4% | 1.5M | 13.76 | -28.6% |
| SMTC SEMTECH CORP | 28.5M | 1.4% | 370.6K | 124.09 | +156.0% |
| CAVA CAVA GROUP, INC. | 24.6M | 1.2% | 303.9K | 73.63 | +7.4% |
| RMBS RAMBUS INC | 24.1M | 1.2% | 280.2K | 91.24 | +30.9% |
| SRAD Sportradar Group AG | 24.1M | 1.2% | 1.4M | 13.00 | -57.1% |
| CLBT Cellebrite DI Ltd. | 24.0M | 1.2% | 1.7M | 11.05 | -28.6% |
| GENI Genius Sports Ltd | 23.9M | 1.2% | 5.4M | 8.06 | -36.2% |
| SIBN SI-BONE, Inc. | 22.0M | 1.1% | 1.7M | 19.96 | +28.4% |
| SIMO Silicon Motion Technology CORP | 21.9M | 1.1% | 195.3K | 258.36 | +248.5% |
| YSS York Space Systems Inc. | 21.5M | 1.0% | 967.6K | 9.32 | — |
| RBC RBC Bearings INC | 20.9M | 1.0% | 38.5K | 505.63 | +28.7% |
| MTRN MATERION Corp | 20.9M | 1.0% | 144.5K | 231.96 | +111.4% |
| APPS Digital Turbine, Inc. | 20.5M | 1.0% | 7.1M | 10.87 | +179.4% |
| CWST CASELLA WASTE SYSTEMS INC | 19.9M | 1.0% | 250.3K | 92.01 | -9.0% |
| GTES Gates Industrial Corp Ltd. | 17.5M | 0.8% | 774.6K | 25.90 | +7.6% |
| GLBE Global-E Online Ltd. | 16.9M | 0.8% | 547.0K | 40.55 | +27.4% |
| ARLO Arlo Technologies, Inc. | 16.6M | 0.8% | 1.2M | 13.10 | -21.4% |
| ZETA Zeta Global Holdings Corp. | 16.3M | 0.8% | 1.0M | 29.07 | +60.0% |
| TCBI TEXAS CAPITAL BANCSHARES INC/TX | 16.3M | 0.8% | 171.4K | 98.30 | +16.9% |
| AMRC Ameresco, Inc. | 16.1M | 0.8% | 630.1K | 21.38 | -5.6% |
| LEU CENTRUS ENERGY CORP | 15.6M | 0.8% | 89.7K | 186.26 | +5.8% |
| KIDS ORTHOPEDIATRICS CORP | 14.2M | 0.7% | 896.7K | 25.65 | +31.7% |
| STRL STERLING INFRASTRUCTURE, INC. | 14.0M | 0.7% | 34.3K | 516.81 | +88.0% |
| SN SharkNinja, Inc. | 14.0M | 0.7% | 131.7K | 180.76 | +51.1% |
| COMP Compass, Inc. | 13.8M | 0.7% | 1.9M | 11.75 | +41.9% |
| BLFS BIOLIFE SOLUTIONS INC | 13.8M | 0.7% | 722.1K | 37.10 | +48.6% |
| ALHC Alignment Healthcare, Inc. | 13.8M | 0.7% | 780.5K | 13.16 | -12.4% |
| UMAC Unusual Machines, Inc. | 12.6M | 0.6% | 1.0M | 27.43 | +185.1% |
| AIP Arteris, Inc. | 11.7M | 0.6% | 713.1K | 23.89 | +166.0% |
| FWRG First Watch Restaurant Group, Inc. | 11.4M | 0.6% | 1.1M | 13.03 | -25.2% |
| DAVE Dave Inc./DE | 11.4M | 0.6% | 65.5K | 354.72 | +88.4% |
| IRTC iRhythm Holdings, Inc. | 11.3M | 0.5% | 96.0K | 128.52 | -21.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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