Granahan Investment Management, LLC Top Holdings and 13F Report (2025) About Granahan Investment Management, LLCInvestment ActivityGranahan Investment Management, LLC has $2.46 billion in total holdings as of June 30, 2025.Granahan Investment Management, LLC owns shares of 153 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 13.35% of the portfolio was purchased this quarter.About 13.09% of the portfolio was sold this quarter.This quarter, Granahan Investment Management, LLC has purchased 159 new stocks and bought additional shares in 65 stocks.Granahan Investment Management, LLC sold shares of 70 stocks and completely divested from 24 stocks this quarter.Largest Holdings Porch Group $137,138,627ODDITY TECH LTD $102,288,038Magnite $87,863,998Genius Sports $86,697,478MAREX GROUP PLC $81,985,229 Largest New Holdings this Quarter M5216V106 - Global-e Online $31,304,358 Holding172573107 - CIRCLE INTERNET GROUP INC $25,150,724 Holding49845K101 - KLAVIYO INC $16,109,938 HoldingG32089107 - ETORO GROUP LTD $13,194,143 Holding01625V104 - Alignment Healthcare $10,458,938 Holding Largest Purchases this Quarter Global-e Online 933,344 shares (about $31.30M)CIRCLE INTERNET GROUP INC 138,732 shares (about $25.15M)Magnite 992,796 shares (about $23.95M)Digital Turbine 3,009,003 shares (about $17.75M)KLAVIYO INC 479,748 shares (about $16.11M) Largest Sales this Quarter StepStone Group 370,191 shares (about $20.55M)ODDITY TECH LTD 199,844 shares (about $15.08M)Modine Manufacturing 126,042 shares (about $12.42M)Vertex 306,521 shares (about $10.83M)SPIRE GLOBAL INC 856,842 shares (about $10.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranahan Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRCHPorch Group$137,138,627$1,141,378 ▼-0.8%11,631,7755.6%Computer and TechnologyODDITY TECH LTD$102,288,038$15,082,227 ▼-12.9%1,355,3474.2%SHS CL AMGNIMagnite$87,863,998$23,946,239 ▲37.5%3,642,7863.6%Computer and TechnologyGENIGenius Sports$86,697,478$5,729,454 ▲7.1%8,336,2963.5%Computer and TechnologyMAREX GROUP PLC$81,985,229$1,575,129 ▼-1.9%2,077,1533.3%ORDVCTRVictory Capital$76,104,751$9,381,838 ▲14.1%1,195,3003.1%FinanceTOSTToast$71,405,268$5,061,461 ▲7.6%1,612,2212.9%Computer and TechnologyINDIindie Semiconductor$69,375,151$7,002,538 ▲11.2%19,487,4022.8%Computer and TechnologyAXONAxon Enterprise$69,248,074$574,590 ▼-0.8%83,6392.8%AerospaceSRADSportradar Group$64,541,403$11,259,350 ▲21.1%2,298,4832.6%Consumer DiscretionaryCRSCarpenter Technology$64,028,678$372,560 ▼-0.6%231,6692.6%Basic MaterialsSPSCSPS Commerce$50,684,135$4,251,043 ▼-7.7%372,4312.1%Business ServicesLTHLife Time Group$50,657,469$3,314,038 ▲7.0%1,670,2102.1%Consumer DiscretionarySMTCSemtech$44,759,741$1,654,607 ▲3.8%991,5761.8%Computer and TechnologyLEUCentrus Energy$37,867,702$1,707,787 ▼-4.3%206,7241.5%Basic MaterialsPHRPhreesia$37,077,261$4,673,929 ▲14.4%1,302,7851.5%MedicalFIXComfort Systems USA$36,790,441$193,036 ▲0.5%68,6121.5%ConstructionKRNTKornit Digital$36,423,971$2,699,756 ▲8.0%1,829,4311.5%IndustrialsDSGXThe Descartes Systems Group$36,141,611$2,380,018 ▼-6.2%355,5671.5%Computer and TechnologyCWSTCasella Waste Systems$36,045,635$3,527,167 ▼-8.9%312,4081.5%Business ServicesACHRArcher Aviation$35,182,427$4,800,507 ▲15.8%3,242,6201.4%AerospaceGLBEGlobal-e Online$31,304,358$31,304,358 ▲New Holding933,3441.3%Retail/WholesaleCOMPCompass$28,003,594$5,909,901 ▼-17.4%4,459,1711.1%Computer and TechnologyFWRGFirst Watch Restaurant Group$26,419,933$847,890 ▲3.3%1,647,1281.1%Retail/WholesaleKRUSKura Sushi USA$25,622,401$8,907,989 ▼-25.8%297,6581.0%Retail/WholesaleFOURShift4 Payments$25,478,604$1,876,351 ▲7.9%257,0741.0%Business ServicesACVAACV Auctions$25,449,699$3,369,332 ▲15.3%1,569,0321.0%Retail/WholesaleCIRCLE INTERNET GROUP INC$25,150,724$25,150,724 ▲New Holding138,7321.0%COM CL ACSGPCoStar Group$24,194,933$3,759,584 ▼-13.4%300,9321.0%Computer and TechnologyRBCRBC Bearings$23,852,982$116,979 ▼-0.5%61,9881.0%IndustrialsSIBNSiBone$23,794,634$3,168,799 ▼-11.8%1,264,3271.0%MedicalGTESGates Industrial$21,377,367$1,965,841 ▲10.1%928,2400.9%IndustrialsSTKLSunOpta$21,147,229$1,735,580 ▲8.9%3,646,0740.9%Consumer StaplesHUBSHubSpot$20,787,347$1,861,371 ▲9.8%37,3450.8%Computer and TechnologyKIDSOrthoPediatrics$20,767,465$6,439,081 ▲44.9%966,8280.8%MedicalTRNSTranscat$19,651,402$1,327,566 ▲7.2%228,6110.8%Computer and TechnologyAPPSDigital Turbine$19,024,910$17,753,118 ▲1,395.9%3,224,5610.8%Computer and TechnologyPARPAR Technology$18,072,897$5,275,172 ▼-22.6%260,5290.7%Business ServicesSGSweetgreen$17,992,896$2,164,787 ▲13.7%1,209,2000.7%Retail/WholesaleEXASExact Sciences$17,138,022$816,656 ▼-4.5%322,5070.7%MedicalRGENRepligen$16,797,021$4,210,138 ▲33.4%135,0460.7%MedicalKLAVIYO INC$16,109,938$16,109,938 ▲New Holding479,7480.7%COM SER AENVXEnovix$15,402,092$1,689,008 ▲12.3%1,489,5640.6%EnergyNTNXNutanix$14,756,666$902,756 ▼-5.8%193,0490.6%Computer and TechnologyPCTYPaylocity$14,687,986$2,690,490 ▼-15.5%81,0640.6%Computer and TechnologyPSTGPure Storage$14,518,106$336,037 ▲2.4%252,1380.6%Computer and TechnologyTCBITexas Capital Bancshares$14,445,798$4,115,223 ▼-22.2%181,9370.6%FinanceFTAI AVIATION LTD$14,367,921$1,110,481 ▼-7.2%124,8950.6%SHSBLFSBioLife Solutions$13,854,528$4,387,698 ▲46.3%643,2000.6%MedicalWSCWillScot$13,740,305$3,264,874 ▼-19.2%501,4710.6%FinanceQXO INC$13,200,660$218,071 ▼-1.6%612,8440.5%COM NEWETORO GROUP LTD$13,194,143$13,194,143 ▲New Holding198,1400.5%SHS CL ANCLHNorwegian Cruise Line$12,176,396$1,338,581 ▲12.4%600,4140.5%Consumer DiscretionaryINSMInsmed$11,665,887$7,234,506 ▼-38.3%115,9170.5%MedicalZETA GLOBAL HOLDINGS CORP$11,661,228$1,404,571 ▼-10.7%752,8230.5%CL AELFe.l.f. Beauty$10,965,528$9,779,117 ▼-47.1%88,1190.4%Consumer StaplesSPTSprout Social$10,863,100$3,498,347 ▼-24.4%519,5170.4%Computer and TechnologyCCOICogent Communications$10,822,711$1,875,803 ▲21.0%224,4910.4%Computer and TechnologyBELFBBel Fuse$10,639,613$4,158,566 ▼-28.1%108,9120.4%Computer and TechnologyHQYHealthEquity$10,519,685$4,282,379 ▲68.7%100,4170.4%MedicalALHCAlignment Healthcare$10,458,938$10,458,938 ▲New Holding747,0670.4%MedicalMODModine Manufacturing$10,451,244$12,415,137 ▼-54.3%106,1040.4%Auto/Tires/TrucksFROGJFrog$10,406,932$595,627 ▼-5.4%237,1680.4%Computer and TechnologyCECOCECO Environmental$9,967,696$981,649 ▲10.9%352,0910.4%IndustrialsSIMOSilicon Motion Technology$9,778,940$9,778,940 ▲New Holding130,0910.4%Computer and TechnologyJBTJohn Bean Technologies$9,688,987$2,913,659 ▲43.0%80,5670.4%IndustrialsMTRNMaterion$9,604,167$276,525 ▼-2.8%121,0050.4%Basic MaterialsPOWLPowell Industries$9,304,626$844,536 ▲10.0%44,2130.4%IndustrialsSNDXSyndax Pharmaceuticals$9,284,350$4,134,142 ▲80.3%991,3880.4%MedicalSNSharkNinja$8,750,716$8,641,233 ▼-49.7%88,4000.4%Retail/WholesaleKINIKSA PHARMACEUTICALS INTL$8,605,149$1,408,458 ▼-14.1%310,9920.4%ORD SHS CL ANTLAIntellia Therapeutics$8,569,774$4,105,401 ▲92.0%913,6220.3%MedicalCYBRCyberArk Software$8,364,639$352,358 ▼-4.0%20,5580.3%Computer and TechnologyRMBSRambus$8,327,786$89,564 ▲1.1%130,0810.3%Computer and TechnologyVKTXViking Therapeutics$8,084,912$1,666,055 ▼-17.1%305,0910.3%MedicalCFLTConfluent$8,078,616$1,230,121 ▲18.0%324,0520.3%Computer and TechnologyMECMayville Engineering$7,952,948$323,461 ▲4.2%498,3050.3%ConstructionVECOVeeco Instruments$7,788,250$1,851,457 ▲31.2%383,2800.3%Computer and TechnologySTEPStepStone Group$7,656,780$20,545,601 ▼-72.9%137,9600.3%FinanceNVMINova$7,582,586$6,417,940 ▼-45.8%27,5530.3%Computer and TechnologyXENEXenon Pharmaceuticals$7,513,189$1,759,999 ▲30.6%240,0380.3%MedicalVRNSVaronis Systems$7,433,150$2,691,120 ▼-26.6%146,4660.3%Computer and TechnologyPTCPTC$7,352,369$3,854,039 ▲110.2%42,6620.3%Computer and TechnologyKNSLKinsale Capital Group$7,332,537$7,332,537 ▲New Holding15,1530.3%FinanceOKTAOkta$7,241,527$1,756,973 ▲32.0%72,4370.3%Computer and TechnologyASTERA LABS INC$7,093,992$2,115,738 ▲42.5%78,4560.3%COMNXTNextracker$7,057,443$589,045 ▼-7.7%129,8040.3%EnergyCORE SCIENTIFIC INC NEW$7,018,723$3,186,047 ▲83.1%411,1730.3%COMGRBKGreen Brick Partners$6,558,070$661,372 ▼-9.2%104,2950.3%FinanceCIENCiena$6,556,906$718,795 ▲12.3%80,6210.3%Computer and TechnologyAMRCAmeresco$6,489,122$162,548 ▲2.6%427,1970.3%EnergySTOKStoke Therapeutics$6,042,888$1,452,993 ▼-19.4%532,4130.2%MedicalAPOGEE THERAPEUTICS INC$5,695,323$990,117 ▲21.0%131,1380.2%COMKNFKnife River$5,645,324$6,947,400 ▼-55.2%69,1490.2%ConstructionNRNewpark Resources$5,594,985$1,012,435 ▼-15.3%657,4600.2%EnergyLSCCLattice Semiconductor$5,558,699$1,310,482 ▲30.8%113,4660.2%Computer and TechnologyTSEMTower Semiconductor$5,417,883$2,100,308 ▼-27.9%124,9800.2%Computer and TechnologyLENZ THERAPEUTICS INC$5,371,116$207,691 ▲4.0%183,2520.2%COMPROPROS$5,351,617$2,288,177 ▲74.7%341,7380.2%Computer and TechnologyEWTXEdgewise Therapeutics$5,315,817$2,462,202 ▲86.3%405,4780.2%MedicalShowing largest 100 holdings. 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