Granahan Investment Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 159Value: $2.0BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "MRUS",
  "PTLO",
  "KNSA",
  "INDI",
  "ENVX",
  "ALAB",
  "EWTX",
  "RGEN",
  "SPSC",
  "INSM",
  "PRO",
  "FSV",
  "STVN",
  "RVMD",
  "GTES",
  "VRNS",
  "KLC",
  "GLOB",
  "LTH",
  "ODD",
  "STEP",
  "SMTC",
  "TRNS",
  "NOVT",
  "SPT",
  "FTAI",
  "FROG",
  "RBC",
  "EXAS",
  "KRUS",
  "MTRN",
  "APLS",
  "BOOT",
  "ALGM",
  "AMRC",
  "MODG",
  "EVH",
  "CLS",
  "CRS",
  "MGRC",
  "RXST",
  "POWL",
  "SN",
  "SRAD",
  "TSEM",
  null,
  "ANAB",
  "RCUS",
  "TSHA",
  "LENZ",
  "STOK",
  "SMMT",
  "SNDX",
  "ADTN",
  "AIP",
  "CLBT",
  "APPS",
  "GENI",
  "APGE",
  "HUBS",
  "OWLT",
  null,
  "PRCH",
  "SPIR",
  "SIBN",
  "REAX",
  "SSSS",
  "STKL",
  "BMRA",
  "QXO",
  "CORZ",
  "ELF",
  "EVER",
  "FWRG",
  "HQY",
  "ZYME",
  "PSTG",
  null,
  "AGIO",
  "PCTY",
  "PHR",
  "MGNI",
  "HBIO",
  "LOVE",
  "UTI",
  "NTLA",
  "MLTX",
  "SLNO",
  "ACVA",
  "ACHR",
  "FIVN",
  "LSCC",
  "MOD",
  "TOST",
  "NXT",
  "NTNX",
  "GSHD",
  "GRBK",
  "HASI",
  "QLYS",
  "TCBI",
  "AXON",
  "NTRA",
  "NCLH",
  "FOUR",
  "CTSO",
  "IMNM",
  "IDCC",
  "KRNT",
  "KNF",
  "RMBS",
  "SG",
  "VERX",
  "VECO",
  "VCTR",
  "VKTX",
  "SEAT",
  "VITL",
  "COCO",
  "WSC",
  "XENE",
  "ZETA",
  "PAR",
  "ONTO",
  "PTC",
  "KIDS",
  "EXLS",
  null,
  "OKTA",
  "SLAB",
  "RDDT",
  "IMVT",
  "IRMD",
  "IRTC",
  "AVPT",
  "BELFB",
  "BLFS",
  "BPMC",
  "CWST",
  "CECO",
  "CEVA",
  "LEU",
  "CERT",
  "CHEF",
  "GTLS",
  "CIEN",
  "CCOI",
  "CMCO",
  "FIX",
  "CVLT",
  "CFLT",
  "COMP",
  "CRVL",
  "CSGP",
  "CRDO",
  "CYBR",
  "DSGX",
  "MEC"
]

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: granahan-investment-management
Manager Name: Granahan-Investment-Management

Data Enrichment

97% identified

155 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

159 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Porch Group, Inc.

PRCH|733245104

Shares:11.7M

Value:$85.5M

% of Portfolio:4.3% ($85.5M/$2.0B)

Genius Sports Ltd

GENI|G3934V109

Shares:7.8M

Value:$77.9M

% of Portfolio:3.9% ($77.9M/$2.0B)

G5S37H101

Shares:2.1M

Value:$74.8M

% of Portfolio:3.7% ($74.8M/$2.0B)

Oddity Tech Ltd

ODD|M7518J104

Shares:1.6M

Value:$67.3M

% of Portfolio:3.4% ($67.3M/$2.0B)

Victory Capital Holdings, Inc.

VCTR|92645B103

Shares:1.0M

Value:$60.6M

% of Portfolio:3.0% ($60.6M/$2.0B)

SPS COMMERCE INC

SPSC|78463M107

Shares:403.7K

Value:$53.6M

% of Portfolio:2.7% ($53.6M/$2.0B)

Toast, Inc.

TOST|888787108

Shares:1.5M

Value:$49.7M

% of Portfolio:2.5% ($49.7M/$2.0B)

Compass, Inc.

COMP|20464U100

Shares:5.4M

Value:$47.1M

% of Portfolio:2.3% ($47.1M/$2.0B)

Life Time Group Holdings, Inc.

LTH|53190C102

Shares:1.6M

Value:$47.1M

% of Portfolio:2.3% ($47.1M/$2.0B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:84.3K

Value:$44.4M

% of Portfolio:2.2% ($44.4M/$2.0B)

CARPENTER TECHNOLOGY CORP

CRS|144285103

Shares:233.0K

Value:$42.2M

% of Portfolio:2.1% ($42.2M/$2.0B)

Sportradar Group AG

SRAD|H8088L103

Shares:1.9M

Value:$41.0M

% of Portfolio:2.0% ($41.0M/$2.0B)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:343.0K

Value:$38.2M

% of Portfolio:1.9% ($38.2M/$2.0B)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:379.0K

Value:$38.2M

% of Portfolio:1.9% ($38.2M/$2.0B)

indie Semiconductor, Inc.

INDI|45569U101

Shares:17.5M

Value:$35.7M

% of Portfolio:1.8% ($35.7M/$2.0B)

SEMTECH CORP

SMTC|816850101

Shares:954.9K

Value:$32.8M

% of Portfolio:1.6% ($32.8M/$2.0B)

Kornit Digital Ltd.

KRNT|M6372Q113

Shares:1.7M

Value:$32.3M

% of Portfolio:1.6% ($32.3M/$2.0B)

MAGNITE, INC.

MGNI|55955D100

Shares:2.6M

Value:$30.2M

% of Portfolio:1.5% ($30.2M/$2.0B)

Phreesia, Inc.

PHR|71944F106

Shares:1.1M

Value:$29.1M

% of Portfolio:1.4% ($29.1M/$2.0B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:347.7K

Value:$27.5M

% of Portfolio:1.4% ($27.5M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Porch Group, Inc.(PRCHcusip733245104)	11.7M	QoQ -1.37% (-163.0K) YoY +6.61% (+728.0K)	All Managers (Combined)	$85.5M	4.3% ($85.5M/$2.0B)	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	3.9% ($77.9M/$2.0B)	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	3.7% ($74.8M/$2.0B)	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	3.4% ($67.3M/$2.0B)	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	3.0% ($60.6M/$2.0B)	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	2.7% ($53.6M/$2.0B)	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	2.5% ($49.7M/$2.0B)	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	2.3% ($47.1M/$2.0B)	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	2.3% ($47.1M/$2.0B)	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	2.2% ($44.4M/$2.0B)	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	2.1% ($42.2M/$2.0B)	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	2.0% ($41.0M/$2.0B)	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	1.9% ($38.2M/$2.0B)	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	1.9% ($38.2M/$2.0B)	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	1.8% ($35.7M/$2.0B)	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	1.6% ($32.8M/$2.0B)	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	1.6% ($32.3M/$2.0B)	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	1.5% ($30.2M/$2.0B)	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	1.4% ($29.1M/$2.0B)	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	1.4% ($27.5M/$2.0B)	QoQ +7.42% (-$1.9M) YoY -53.32% (-$31.5M)