Granahan Investment Management, LLC Top Holdings and 13F Report (2025) About Granahan Investment Management, LLCInvestment ActivityGranahan Investment Management, LLC has $2.01 billion in total holdings as of March 31, 2025.Granahan Investment Management, LLC owns shares of 159 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 14.01% of the portfolio was purchased this quarter.About 19.77% of the portfolio was sold this quarter.This quarter, Granahan Investment Management, LLC has purchased 180 new stocks and bought additional shares in 59 stocks.Granahan Investment Management, LLC sold shares of 82 stocks and completely divested from 39 stocks this quarter.Largest Holdings Porch Group $85,501,377Genius Sports $77,931,724MAREX GROUP PLC $74,774,559ODDITY TECH LTD $67,277,563Victory Capital $60,644,809 Largest New Holdings this Quarter 199908104 - Comfort Systems USA $21,999,667 Holding15643U104 - Centrus Energy $13,440,284 Holding125141101 - CECO Environmental $7,237,085 Holding477839104 - John Bean Technologies $6,884,626 Holding739128106 - Powell Industries $6,847,266 Holding Largest Purchases this Quarter The Descartes Systems Group 332,508 shares (about $33.53M)Comfort Systems USA 68,252 shares (about $22.00M)Semtech 496,846 shares (about $17.09M)Centrus Energy 216,047 shares (about $13.44M)SPS Commerce 100,748 shares (about $13.37M) Largest Sales this Quarter Axon Enterprise 77,334 shares (about $40.67M)Shift4 Payments 281,414 shares (about $22.99M)Evolent Health 2,311,880 shares (about $21.89M)Globant 134,612 shares (about $15.85M)Magnite 963,094 shares (about $10.99M) 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$85,501,377$1,188,248 ▼-1.4%11,728,5844.3%Computer and TechnologyGENIGenius Sports$77,931,724$1,784,823 ▼-2.2%7,785,3873.9%Computer and TechnologyMAREX GROUP PLC$74,774,559$2,597,574 ▼-3.4%2,117,0603.7%ORDODDITY TECH LTD$67,277,563$735,117 ▲1.1%1,555,1913.4%SHS CL AVCTRVictory Capital$60,644,809$4,921,728 ▼-7.5%1,047,9493.0%FinanceSPSCSPS Commerce$53,578,854$13,372,282 ▲33.3%403,6682.7%Business ServicesTOSTToast$49,686,703$2,667,830 ▼-5.1%1,497,9412.5%Computer and TechnologyCOMPCompass$47,144,078$11,972,226 ▲34.0%5,400,2382.3%Computer and TechnologyLTHLife Time Group$47,140,509$2,336,423 ▼-4.7%1,560,9442.3%Consumer DiscretionaryAXONAxon Enterprise$44,354,941$40,673,817 ▼-47.8%84,3332.2%AerospaceCRSCarpenter Technology$42,218,020$6,170,991 ▼-12.8%233,0172.1%Basic MaterialsSRADSportradar Group$41,024,145$2,409,938 ▼-5.5%1,897,5092.0%Consumer DiscretionaryCWSTCasella Waste Systems$38,245,477$3,272,038 ▼-7.9%342,9781.9%Business ServicesDSGXThe Descartes Systems Group$38,212,755$33,526,782 ▲715.5%378,9821.9%Computer and TechnologyINDIindie Semiconductor$35,654,029$314,951 ▼-0.9%17,520,3971.8%Computer and TechnologySMTCSemtech$32,849,282$17,091,502 ▲108.5%954,9211.6%Computer and TechnologyKRNTKornit Digital$32,318,334$1,875,259 ▲6.2%1,693,8331.6%IndustrialsMGNIMagnite$30,236,386$10,988,903 ▼-26.7%2,649,9901.5%Computer and TechnologyPHRPhreesia$29,101,517$8,055,566 ▼-21.7%1,138,5571.4%MedicalCSGPCoStar Group$27,547,716$832,945 ▼-2.9%347,6931.4%Computer and TechnologySGSweetgreen$26,614,199$1,033,826 ▲4.0%1,063,7171.3%Retail/WholesaleFWRGFirst Watch Restaurant Group$26,544,546$2,042,239 ▲8.3%1,594,2671.3%Retail/WholesaleSTEPStepStone Group$26,540,727$8,326,298 ▲45.7%508,1511.3%FinanceFIXComfort Systems USA$21,999,667$21,999,667 ▲New Holding68,2521.1%ConstructionPARPAR Technology$20,645,388$695,780 ▼-3.3%336,5731.0%Business ServicesKRUSKura Sushi USA$20,538,522$1,746,637 ▲9.3%401,1431.0%Retail/WholesaleSIBNSI-BONE$20,100,795$2,832,166 ▼-12.3%1,432,7011.0%MedicalRBCRBC Bearings$20,043,697$414,440 ▲2.1%62,2921.0%IndustrialsACHRArcher Aviation$19,909,258$4,806,452 ▲31.8%2,800,1771.0%AerospaceFOURShift4 Payments$19,458,583$22,994,338 ▼-54.2%238,1421.0%Business ServicesHUBSHubSpot$19,424,431$1,708,728 ▼-8.1%34,0011.0%Computer and TechnologyACVAACV Auctions$19,180,787$1,059,117 ▼-5.2%1,361,3051.0%Retail/WholesalePCTYPaylocity$17,968,341$10,413,856 ▼-36.7%95,9130.9%Computer and TechnologyMODModine Manufacturing$17,817,206$9,749,092 ▲120.8%232,1460.9%Auto/Tires/TrucksTCBITexas Capital Bancshares$17,462,320$1,936,149 ▼-10.0%233,7660.9%FinanceWSCWillScot Mobile Mini$17,253,431$874,532 ▲5.3%620,6270.9%FinanceKIDSOrthoPediatrics$16,429,614$2,938,655 ▼-15.2%667,0570.8%MedicalSTKLSunOpta$16,265,623$2,744,058 ▲20.3%3,346,8360.8%Consumer StaplesTRNSTranscat$15,870,283$1,816,878 ▲12.9%213,1670.8%Computer and TechnologyGTESGates Industrial$15,517,421$2,427,009 ▲18.5%842,8800.8%IndustrialsSPTSprout Social$15,103,216$3,942,191 ▼-20.7%686,8220.8%Computer and TechnologyFTAIFTAI Aviation$14,938,864$8,411,410 ▲128.9%134,5480.7%AerospaceSNSharkNinja$14,654,637$359,581 ▲2.5%175,6940.7%Retail/WholesaleEXASExact Sciences$14,626,609$4,596,922 ▼-23.9%337,8750.7%MedicalINSMInsmed$14,327,415$1,644,202 ▼-10.3%187,8020.7%MedicalNTNXNutanix$14,301,207$909,694 ▲6.8%204,8590.7%Computer and TechnologyKLCKinderCare Learning Companies, Inc. (KC Holdco)$14,235,835$2,523,989 ▼-15.1%1,228,2860.7%Consumer DiscretionaryKNFKnife River$13,914,622$661,239 ▼-4.5%154,2470.7%ConstructionLEUCentrus Energy$13,440,284$13,440,284 ▲New Holding216,0470.7%Basic MaterialsEVHEvolent Health$12,896,530$21,893,503 ▼-62.9%1,361,8300.6%Computer and TechnologyRGENRepligen$12,876,306$791,178 ▼-5.8%101,1970.6%MedicalBPMCBlueprint Medicines$12,812,354$253,670 ▲2.0%144,7560.6%MedicalVERXVertex$12,636,824$57,731 ▼-0.5%360,9490.6%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$11,437,846$2,546,527 ▲28.6%843,4990.6%CL ACCOICogent Communications$11,378,032$680,602 ▲6.4%185,5820.6%Computer and TechnologyBELFBBel Fuse$11,339,868$600,602 ▼-5.0%151,4810.6%Computer and TechnologyPSTGPure Storage$10,903,790$3,470,945 ▲46.7%246,3020.5%Computer and TechnologyELFe.l.f. Beauty$10,467,344$5,630,693 ▲116.4%166,7040.5%Consumer StaplesMTRNMaterion$10,158,302$153,245 ▼-1.5%124,4890.5%Basic MaterialsREDDIT INC$10,136,487$6,044,233 ▼-37.4%96,6300.5%CL ANCLHNorwegian Cruise Line$10,132,395$4,506,830 ▲80.1%534,4090.5%Consumer DiscretionaryBLFSBioLife Solutions$10,038,180$399,860 ▼-3.8%439,5000.5%MedicalENVXEnovix$9,734,433$240,569 ▼-2.4%1,326,2170.5%EnergyNVMINova$9,377,604$5,678,470 ▲153.5%50,8740.5%Computer and TechnologySPIRE GLOBAL INC$9,215,926$8,196,028 ▲803.6%1,139,1750.5%COM CL A NEWVKTXViking Therapeutics$8,886,258$1,506,356 ▲20.4%367,9610.4%MedicalQXO INC$8,434,987$378,822 ▼-4.3%622,9680.4%COM NEWQLYSQualys$8,144,019$2,156,173 ▲36.0%64,6710.4%Computer and TechnologyVRNSVaronis Systems$8,069,492$2,527,640 ▲45.6%199,4930.4%Computer and TechnologyKINIKSA PHARMACEUTICALS INTL$8,037,666$2,248,007 ▼-21.9%361,8940.4%ORD SHS CL AFROGJFrog$8,023,744$213,920 ▲2.7%250,7420.4%Computer and TechnologyCYBRCyberArk Software$7,241,312$5,277,532 ▼-42.2%21,4240.4%Computer and TechnologyCECOCECO Environmental$7,237,085$7,237,085 ▲New Holding317,4160.4%IndustrialsGLOBGlobant$7,106,521$15,846,525 ▼-69.0%60,3680.4%Computer and TechnologyONTOOnto Innovation$6,928,635$3,688,372 ▲113.8%57,1010.3%Computer and TechnologyJBTJohn Bean Technologies$6,884,626$6,884,626 ▲New Holding56,3390.3%IndustrialsPOWLPowell Industries$6,847,266$6,847,266 ▲New Holding40,2000.3%IndustrialsSNDXSyndax Pharmaceuticals$6,756,038$4,365,844 ▼-39.3%549,9420.3%MedicalGRBKGreen Brick Partners$6,694,746$6,694,746 ▲New Holding114,8130.3%FinanceRMBSRambus$6,662,511$2,384,860 ▲55.8%128,6820.3%Computer and TechnologyCFLTConfluent$6,439,179$1,380,827 ▼-17.7%274,7090.3%Computer and TechnologyMECMayville Engineering$6,420,050$1,355,476 ▼-17.4%478,0380.3%ConstructionCRVLCorVel$6,291,930$204,569 ▲3.4%56,1930.3%Business ServicesSEATVivid Seats$6,284,317$3,724,029 ▼-37.2%2,123,0800.3%Business ServicesTSEMTower Semiconductor$6,184,514$6,184,514 ▲New Holding173,4300.3%Computer and TechnologyXENEXenon Pharmaceuticals$6,166,758$49,486 ▲0.8%183,8080.3%MedicalNXTNextracker$5,926,485$5,448,617 ▲1,140.2%140,6380.3%EnergyVECOVeeco Instruments$5,866,673$973,800 ▲19.9%292,1650.3%Computer and TechnologyOKTAOkta$5,772,580$421,932 ▲7.9%54,8620.3%Computer and TechnologyMLTXMoonLake Immunotherapeutics$5,556,535$225,903 ▲4.2%142,2200.3%MedicalCMCOColumbus McKinnon$5,364,372$551,647 ▲11.5%316,8560.3%IndustrialsHQYHealthEquity$5,261,461$5,261,461 ▲New Holding59,5390.3%MedicalEVEREverQuote$5,239,990$6,778,548 ▼-56.4%200,0760.3%FinanceAMRCAmeresco$5,031,272$4,903,019 ▲3,822.9%416,4960.3%EnergyZYMEZymeworks$4,854,385$42,054 ▼-0.9%407,5890.2%MedicalEWTXEdgewise Therapeutics$4,788,674$1,811,612 ▼-27.4%217,6670.2%MedicalLSCCLattice Semiconductor$4,548,254$2,004,901 ▼-30.6%86,7160.2%Computer and TechnologyLENZ THERAPEUTICS INC$4,529,228$3,196,370 ▲239.8%176,1660.2%COMNRNewpark Resources$4,511,058$410,901 ▲10.0%776,4300.2%EnergyRVMDRevolution Medicines$4,481,951$258,906 ▲6.1%126,7520.2%MedicalShowing largest 100 holdings. 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