Granahan Investment Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Granahan Investment Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 159 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 159
Total Value: 2007975510
Accession Number: 0001398344-25-009461
Form Type: 13F-HR
CIK: 0001026710
Manager Name: Granahan Investment Management, LLC

Data Enrichment

97% identified

155 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

159 positions • $2,007,975.51K total value

159 positions

Manager:

SEC FilingSEC DataHachi Filing

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Porch Group, Inc.

PRCH|733245104

11728584(-1.4%)

Value:

$85.5B(+46.1%)

Genius Sports Ltd

GENI|G3934V109

7785387(-2.2%)

Value:

$77.9B(+13.1%)

G5S37H101

2117060(-3.4%)

Value:

$74.8B(+9.5%)

Oddity Tech Ltd

ODD|M7518J104

1555191(+1.1%)

Value:

$67.3B(+4.1%)

Victory Capital Holdings, Inc.

VCTR|92645B103

1047949(-7.5%)

Value:

$60.6B(-18.2%)

SPS COMMERCE INC

SPSC|78463M107

403668(+33.3%)

Value:

$53.6B(-3.9%)

Toast, Inc.

TOST|888787108

1497941(-5.1%)

Value:

$49.7B(-13.6%)

Compass, Inc.

COMP|20464U100

5400238(+34.0%)

Value:

$47.1B(+100.0%)

Life Time Group Holdings, Inc.

LTH|53190C102

1560944(-4.7%)

Value:

$47.1B(+30.1%)

AXON ENTERPRISE, INC.

AXON|05464C101

84333(-47.8%)

Value:

$44.4B(-53.8%)

CARPENTER TECHNOLOGY CORP

CRS|144285103

233017(-12.8%)

Value:

$42.2B(-6.8%)

Sportradar Group AG

SRAD|H8088L103

1897509(-5.5%)

Value:

$41.0B(+17.8%)

CASELLA WASTE SYSTEMS INC

CWST|147448104

342978(-7.9%)

Value:

$38.2B(-2.9%)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

378982(+715.5%)

Value:

$38.2B(+623.8%)

indie Semiconductor, Inc.

INDI|45569U101

17520397(-0.9%)

Value:

$35.7B(-50.2%)

SEMTECH CORP

SMTC|816850101

954921(+108.5%)

Value:

$32.8B(+15.9%)

Kornit Digital Ltd.

KRNT|M6372Q113

1693833(+6.2%)

Value:

$32.3B(-34.5%)

MAGNITE, INC.

MGNI|55955D100

2649990(-26.6%)

Value:

$30.2B(-47.4%)

Phreesia, Inc.

PHR|71944F106

1138557(-21.7%)

Value:

$29.1B(-20.4%)

COSTAR GROUP, INC.

CSGP|22160N109

347693(-2.9%)

Value:

$27.5B(+7.4%)

Instrument	Shares		Other Manager	Value
Porch Group, Inc.(PRCHcusip733245104)	11.7M	QoQ -1.37% (-163.0K) YoY +6.61% (+728.0K)	All Managers (Combined)	$85.5M	QoQ +46.13% (-$27.0M) YoY +80.33% (+$38.1M)
Genius Sports Ltd(GENIcusipG3934V109)	7.8M	QoQ -2.23% (-178.3K) YoY -34.35% (-4.1M)	All Managers (Combined)	$77.9M	QoQ +13.13% (-$9.0M) YoY +15.07% (-$10.2M)
(cusipG5S37H101)✕	2.1M	QoQ -3.35% (-73.5K) YoY NEW(+2.1M)	All Managers (Combined)	$74.8M	QoQ +9.50% (-$6.5M) YoY NEW(+$74.8M)
Oddity Tech Ltd(ODDcusipM7518J104)	1.6M	QoQ +1.10% (+17.0K) YoY +154.18% (+943.4K)	All Managers (Combined)	$67.3M	QoQ +4.08% (+$2.6M) YoY +153.07% (+$40.7M)
Victory Capital Holdings, Inc.(VCTRcusip92645B103)	1.0M	QoQ -7.50% (-85.0K) YoY -16.53% (-207.7K)	All Managers (Combined)	$60.6M	QoQ -18.23% (-$13.5M) YoY +13.83% (-$7.4M)
Sps Commerce Inc(SPSCcusip78463M107)	403.7K	QoQ +33.25% (-100.7K) YoY +28.77% (-90.2K)	All Managers (Combined)	$53.6M	QoQ -3.86% (-$2.2M) YoY -7.56% (-$4.4M)
Toast, Inc.(TOSTcusip888787108)	1.5M	QoQ -5.09% (-80.4K) YoY -50.83% (-1.5M)	All Managers (Combined)	$49.7M	QoQ -13.63% (-$7.8M) YoY -34.56% (-$26.2M)
Compass, Inc.(COMPcusip20464U100)	5.4M	QoQ +34.03% (+1.4M) YoY -15.61% (-999.2K)	All Managers (Combined)	$47.1M	QoQ +100.02% (+$23.6M) YoY +104.63% (-$24.1M)
Life Time Group Holdings, Inc.(LTHcusip53190C102)	1.6M	QoQ -4.72% (-77.4K) YoY -29.70% (-659.6K)	All Managers (Combined)	$47.1M	QoQ +30.08% (-$10.9M) YoY +36.78% (-$12.7M)
Axon Enterprise, Inc.(AXONcusip05464C101)	84.3K	QoQ -47.83% (-77.3K) YoY -71.43% (-210.9K)	All Managers (Combined)	$44.4M	QoQ -53.83% (-$51.7M) YoY -51.97% (-$48.0M)
Carpenter Technology Corp(CRScusip144285103)	233.0K	QoQ -12.75% (-34.1K) YoY -16.28% (-45.3K)	All Managers (Combined)	$42.2M	QoQ -6.85% (-$3.1M) YoY +112.37% (-$22.3M)
Sportradar Group Ag(SRADcusipH8088L103)	1.9M	QoQ -5.54% (-111.5K) YoY NEW(+1.9M)	All Managers (Combined)	$41.0M	QoQ +17.76% (-$6.2M) YoY NEW(+$41.0M)
Casella Waste Systems Inc(CWSTcusip147448104)	343.0K	QoQ -7.88% (-29.3K) YoY +2.38% (+8.0K)	All Managers (Combined)	$38.2M	QoQ -2.91% (-$1.1M) YoY +15.47% (+$5.1M)
Descartes Systems Group Inc(DSGXcusip249906108)	379.0K	QoQ +715.47% (+332.5K) YoY +413.27% (+305.1K)	All Managers (Combined)	$38.2M	QoQ +623.80% (+$32.9M) YoY +465.42% (+$31.5M)
Indie Semiconductor, Inc.(INDIcusip45569U101)	17.5M	QoQ -0.87% (-154.8K) YoY -9.59% (-1.9M)	All Managers (Combined)	$35.7M	QoQ -50.19% (-$35.9M) YoY -74.01% (-$101.6M)
Semtech Corp(SMTCcusip816850101)	954.9K	QoQ +108.46% (+496.8K) YoY +149.19% (+571.7K)	All Managers (Combined)	$32.8M	QoQ +15.94% (+$4.5M) YoY +211.82% (+$22.3M)
Kornit Digital Ltd.(KRNTcusipM6372Q113)	1.7M	QoQ +6.15% (-98.3K) YoY +18.17% (+260.5K)	All Managers (Combined)	$32.3M	QoQ -34.55% (-$17.1M) YoY +24.43% (+$6.3M)
Magnite, Inc.(MGNIcusip55955D100)	2.6M	QoQ -26.65% (-963.1K) YoY -51.26% (-2.8M)	All Managers (Combined)	$30.2M	QoQ -47.43% (-$27.3M) YoY -48.27% (-$28.2M)
Phreesia, Inc.(PHRcusip71944F106)	1.1M	QoQ -21.67% (-315.2K) YoY -23.80% (-355.7K)	All Managers (Combined)	$29.1M	QoQ -20.43% (-$7.5M) YoY -18.61% (-$6.7M)
Costar Group, Inc.(CSGPcusip22160N109)	347.7K	QoQ -2.93% (-10.5K) YoY -43.09% (-263.3K)	All Managers (Combined)	$27.5M	QoQ +7.42% (-$1.9M) YoY -53.32% (-$31.5M)