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Granahan Investment Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,806,359,268
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PORCH GROUP INC · COM · 733245104 · shares: $186,400,646
- SILICON MOTION TECHNOLOGY CO · SPONSORED ADR · 82706C108 · shares: $148,582,514
- FORGENT POWER SOLUTIONS INC · COM SHS CL A · 34631F102 · shares: $100,972,983
- INDIE SEMICONDUCTOR INC · CLASS A COM · 45569U101 · shares: $87,195,315
- VICTORY CAP HLDGS INC DEL · COM CL A · 92645B103 · shares: $85,349,733
- FTAI AVIATION LTD · SHS · G3730V105 · shares: $79,460,613
- MAREX GROUP PLC · ORD · G5S37H101 · shares: $76,448,549
- MODINE MFG CO · COM · 607828100 · shares: $70,378,995
- CARPENTER TECHNOLOGY CORP · COM · 144285103 · shares: $59,821,760
- NEXTPOWER INC · CLASS A COM · 65290E101 · shares: $59,086,053
Reported holdings
150 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SHIFT4 PMTS INC | CL A | 82452J109 | — | 132,151 shares | $6,427,825 |
| CRYOPORT INC | COM PAR $0.001 | 229050307 | — | 403,919 shares | $6,341,528 |
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | — | 313,884 shares | $6,111,321 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | — | 49,809 shares | $6,105,587 |
| 908 DEVICES INC | COM | 65443P102 | — | 692,092 shares | $6,021,200 |
| GREEN BRICK PARTNERS INC | COM | 392709101 | — | 75,201 shares | $6,019,088 |
| KINSALE CAP GROUP INC | COM | 49714P108 | — | 17,983 shares | $5,930,973 |
| MAMAS CREATIONS INC | COM | 56146T103 | — | 330,072 shares | $5,891,785 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | — | 148,044 shares | $5,775,196 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 15,412 shares | $5,746,672 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 208,725 shares | $5,341,273 |
| ONTERRIS INC | COM | 615111101 | — | 259,703 shares | $5,248,598 |
| ANAPTYSBIO INC | COM | 032724106 | — | 75,962 shares | $5,127,435 |
| NOVA LTD | COM | M7516K103 | — | 9,093 shares | $4,936,953 |
| SWEETGREEN INC | COM CL A | 87043Q108 | — | 559,643 shares | $4,930,455 |
| LINDBLAD EXPEDITIONS HLDGS I | COM | 535219109 | — | 173,876 shares | $4,910,258 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 51,038 shares | $4,857,286 |
| FIRST TRACKS BIOTHERAPEUTICS | ORD SHS | 337185102 | — | 238,304 shares | $4,794,676 |
| BETA BIONICS INC | COM | 08659B102 | — | 299,632 shares | $4,695,233 |
| CARDINAL INFRASTRUCTURE GROU | CL A | 14154A102 | — | 47,947 shares | $4,516,607 |
| EXLSERVICE HLDGS INC | COM | 302081104 | — | 174,094 shares | $4,502,071 |
| APOGEE THERAPEUTICS INC | COM | 03770N101 | — | 33,889 shares | $4,498,087 |
| BRIDGEBIO ONCOLOGY THERAPEUT | COM NEW | 107924102 | — | 558,526 shares | $4,255,968 |
| COGENT COMM HOLDINGS INC | COM NEW | 19239V302 | — | 302,653 shares | $4,200,824 |
| FRESHPET INC | COM | 358039105 | — | 62,709 shares | $3,707,356 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 18,976 shares | $3,693,678 |
| NPK INTERNATIONAL INC | COM SHS | 651718504 | — | 221,224 shares | $3,519,674 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 40,247 shares | $3,428,642 |
| SILICOM LTD | ORD | M84116108 | — | 68,454 shares | $3,281,685 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 65,711 shares | $3,137,700 |
| LUMEXA IMAGING HOLDINGS INC | COM | 550249106 | — | 263,156 shares | $2,968,400 |
| SPIRE GLOBAL INC | COM CL A NEW | 848560306 | — | 159,131 shares | $2,959,837 |
| ROGERS CORP | COM | 775133101 | — | 17,146 shares | $2,807,315 |
| STRATA CRITICAL MEDICAL INC | CL A COM | 092667104 | — | 503,005 shares | $2,650,836 |
| WARBY PARKER INC | CL A COM | 93403J106 | — | 87,356 shares | $2,650,381 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 53,750 shares | $2,646,650 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 13,283 shares | $2,181,998 |
| EYEPOINT INC | COM NEW | 30233G209 | — | 149,387 shares | $2,136,234 |
| TRIVAGO N V | SPON ADS A SHS N | 89686D303 | — | 362,513 shares | $1,982,946 |
| UNITED STATES ANTIMONY CORP | COM | 911549103 | — | 229,474 shares | $1,665,981 |
| CENTRUS ENERGY CORP | CL A | 15643U104 | — | 8,902 shares | $1,494,379 |
| ARCHER AVIATION INC | COM CL A | 03945R102 | — | 226,407 shares | $1,070,905 |
| TRANSCAT INC | COM | 893529107 | — | 7,467 shares | $692,714 |
| AMERESCO INC | CL A | 02361E108 | — | 23,622 shares | $651,967 |
| ADTRAN HOLDINGS INC | COM | 00486H105 | — | 44,758 shares | $622,136 |
| ELECTROVAYA INC | COM NEW | 28617B606 | — | 47,200 shares | $495,600 |
| ENOVIX CORPORATION | COM | 293594107 | — | 79,900 shares | $484,993 |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | — | 8,709 shares | $372,484 |
| CEVA INC | COM | 157210105 | — | 6,985 shares | $329,413 |
| SURO CAPITAL CORP | COM NEW | 86887Q109 | — | 21,549 shares | $270,224 |