Granahan Investment Management, LLC Top Holdings and 13F Report (2025) About Granahan Investment Management, LLCInvestment ActivityGranahan Investment Management, LLC has $2.40 billion in total holdings as of December 31, 2024.Granahan Investment Management, LLC owns shares of 180 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 14.04% of the portfolio was purchased this quarter.About 25.20% of the portfolio was sold this quarter.This quarter, Granahan Investment Management, LLC has purchased 187 new stocks and bought additional shares in 54 stocks.Granahan Investment Management, LLC sold shares of 104 stocks and completely divested from 29 stocks this quarter.Largest Holdings Axon Enterprise $96,081,931Victory Capital $74,165,984indie Semiconductor $71,584,414Genius Sports $68,885,927MAREX GROUP PLC $68,281,127 Largest New Holdings this Quarter 49456W105 - KinderCare Learning Companies, Inc. (KC Holdco) $25,739,850 Holding03945R102 - Archer Aviation $20,710,599 Holding26856L103 - e.l.f. Beauty $9,670,991 Holding25381B101 - Digimarc $9,341,341 HoldingG3730V105 - FTAI Aviation $8,468,112 Holding Largest Purchases this Quarter MAREX GROUP PLC 957,492 shares (about $29.85M)KinderCare Learning Companies, Inc. (KC Holdco) 1,446,059 shares (about $25.74M)Sweetgreen 663,347 shares (about $21.27M)Archer Aviation 2,124,164 shares (about $20.71M)Sportradar Group 930,310 shares (about $16.13M) Largest Sales this Quarter Axon Enterprise 73,315 shares (about $43.57M)ZETA GLOBAL HOLDINGS CORP 2,209,527 shares (about $39.75M)Chart Industries 159,122 shares (about $30.37M)Toast 702,557 shares (about $25.61M)Vita Coco 454,013 shares (about $16.76M) 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 PortfolioSectorAXONAxon Enterprise$96,081,931$43,572,571 ▼-31.2%161,6674.0%AerospaceVCTRVictory Capital$74,165,984$1,080,745 ▼-1.4%1,132,9973.1%FinanceINDIindie Semiconductor$71,584,414$543,996 ▼-0.8%17,675,1643.0%Computer and TechnologyGENIGenius Sports$68,885,927$560,105 ▲0.8%7,963,6912.9%Computer and TechnologyMAREX GROUP PLC$68,281,127$29,845,026 ▲77.6%2,190,6042.9%ORDODDITY TECH LTD$64,635,080$8,886,600 ▲15.9%1,538,1982.7%SHS CL APRCHPorch Group$58,506,579$9,337,255 ▲19.0%11,891,5812.4%Computer and TechnologyTOSTToast$57,531,587$25,608,203 ▼-30.8%1,578,3702.4%Computer and TechnologyMGNIMagnite$57,520,297$6,171,149 ▼-9.7%3,613,0842.4%Computer and TechnologySPSCSPS Commerce$55,734,251$5,386,123 ▲10.7%302,9202.3%Business ServicesFOURShift4 Payments$53,919,522$754,896 ▼-1.4%519,5562.3%Business ServicesKRNTKornit Digital$49,382,242$2,545,947 ▼-4.9%1,595,5492.1%IndustrialsCRSCarpenter Technology$45,325,638$7,598,935 ▼-14.4%267,0771.9%Basic MaterialsGLOBGlobant$41,807,612$125,007 ▲0.3%194,9801.7%Computer and TechnologyEVHEvolent Health$41,329,238$2,046,296 ▲5.2%3,673,7101.7%Computer and TechnologyCWSTCasella Waste Systems$39,395,285$2,023,510 ▼-4.9%372,3211.6%Business ServicesPHRPhreesia$36,575,595$48,483 ▼-0.1%1,453,7201.5%MedicalLTHLife Time Group$36,239,395$1,302,138 ▲3.7%1,638,3091.5%Consumer DiscretionarySRADSportradar Group$34,835,661$16,131,575 ▲86.2%2,008,9771.5%Consumer DiscretionaryKRUSKura Sushi USA$33,245,487$4,673,837 ▲16.4%367,0291.4%Retail/WholesaleSGSweetgreen$32,778,048$21,266,905 ▲184.8%1,022,3971.4%Retail/WholesaleACVAACV Auctions$31,027,817$9,036,770 ▲41.1%1,436,4731.3%Retail/WholesalePCTYPaylocity$30,219,904$1,385,718 ▼-4.4%151,5011.3%Computer and TechnologySMTCSemtech$28,331,939$15,807,809 ▲126.2%458,0751.2%Computer and TechnologyFWRGFirst Watch Restaurant Group$27,386,662$8,195,044 ▲42.7%1,471,6101.1%Retail/WholesaleSPTSprout Social$26,597,747$10,870,849 ▼-29.0%866,0941.1%Computer and TechnologyHUBSHubSpot$25,774,916$6,180,350 ▼-19.3%36,9921.1%Computer and TechnologyKLCKinderCare Learning Companies, Inc. (KC Holdco)$25,739,850$25,739,850 ▲New Holding1,446,0591.1%Consumer DiscretionaryCSGPCoStar Group$25,643,968$366,970 ▼-1.4%358,2061.1%Computer and TechnologyPARPAR Technology$25,283,056$13,552,228 ▲115.5%347,9161.1%Business ServicesREDDIT INC$25,210,457$4,502,118 ▼-15.2%154,2491.1%CL AEXASExact Sciences$24,951,956$1,900,514 ▲8.2%444,0641.0%MedicalCOMPCompass$23,568,767$1,455,445 ▼-5.8%4,028,8491.0%Computer and TechnologySIBNSI-BONE$22,916,615$304,795 ▼-1.3%1,634,5661.0%MedicalSTKLSunOpta$21,423,056$4,539,035 ▲26.9%2,782,2150.9%Consumer StaplesACHRArcher Aviation$20,710,599$20,710,599 ▲New Holding2,124,1640.9%AerospaceTCBITexas Capital Bancshares$20,307,367$4,665,256 ▼-18.7%259,6850.8%FinanceSTEPStepStone Group$20,184,782$6,621,588 ▲48.8%348,7350.8%FinanceTRNSTranscat$19,959,800$11,355,313 ▲132.0%188,7630.8%Computer and TechnologyWSCWillScot Mobile Mini$19,707,703$1,127,499 ▼-5.4%589,1690.8%FinanceVERXVertex$19,344,603$9,966,580 ▼-34.0%362,5980.8%Computer and TechnologyRBCRBC Bearings$18,248,737$354,481 ▼-1.9%61,0040.8%IndustrialsKIDSOrthoPediatrics$18,228,033$5,189,770 ▼-22.2%786,3690.8%MedicalSNSharkNinja$16,685,849$1,806,807 ▲12.1%171,3830.7%Retail/WholesaleKNFKnife River$16,422,686$4,342,061 ▲35.9%161,5770.7%ConstructionSEATVivid Seats$15,654,947$6,633,804 ▼-29.8%3,381,1980.7%Business ServicesRGENRepligen$15,461,315$2,757,890 ▲21.7%107,4150.6%MedicalENVXEnovix$14,772,243$1,351,065 ▲10.1%1,358,9920.6%EnergyGTESGates Industrial$14,626,278$69,156 ▼-0.5%711,0490.6%IndustrialsINSMInsmed$14,453,800$551,699 ▼-3.7%209,3540.6%MedicalCCOICogent Communications$13,447,251$615,481 ▼-4.4%174,4810.6%Computer and TechnologyBELFBBel Fuse$13,154,295$898,263 ▼-6.4%159,5040.5%Computer and TechnologyBOOTBoot Barn$12,636,890$7,320,002 ▲137.7%83,2360.5%Retail/WholesaleMTRNMaterion$12,495,169$1,021,233 ▼-7.6%126,3670.5%Basic MaterialsBPMCBlueprint Medicines$12,375,646$937,092 ▲8.2%141,8900.5%MedicalCYBRCyberArk Software$12,339,210$4,035,779 ▼-24.6%37,0380.5%Computer and TechnologyVKTXViking Therapeutics$12,296,781$792,768 ▼-6.1%305,5860.5%MedicalMODModine Manufacturing$12,186,793$4,537,384 ▲59.3%105,1220.5%Auto/Tires/TrucksSNDXSyndax Pharmaceuticals$11,968,357$3,180,164 ▲36.2%905,3220.5%MedicalBLFSBioLife Solutions$11,863,902$5,234,237 ▼-30.6%457,0070.5%MedicalZETA GLOBAL HOLDINGS CORP$11,796,079$39,749,391 ▼-77.1%655,7020.5%CL ANTNXNutanix$11,736,037$1,097,202 ▼-8.5%191,8280.5%Computer and TechnologyCMCOColumbus McKinnon$10,586,289$2,526,995 ▼-19.3%284,2720.4%IndustrialsQXO INC$10,350,041$117,056 ▼-1.1%650,9460.4%COM NEWPSTGPure Storage$10,313,974$474,424 ▲4.8%167,8980.4%Computer and TechnologyWKWorkiva$10,239,674$5,055,944 ▼-33.1%93,5130.4%Computer and TechnologyINFORMATICA INC$9,930,308$4,252,235 ▲74.9%382,9660.4%COM CL AELFe.l.f. Beauty$9,670,991$9,670,991 ▲New Holding77,0290.4%Consumer StaplesDMRCDigimarc$9,341,341$9,341,341 ▲New Holding249,4350.4%IndustrialsCHEFChefs' Warehouse$9,335,438$10,845,616 ▼-53.7%189,2830.4%Consumer StaplesCFLTConfluent$9,327,959$6,002,788 ▼-39.2%333,6180.4%Computer and TechnologyEVEREverQuote$9,173,371$5,187,585 ▼-36.1%458,8980.4%FinanceKINIKSA PHARMACEUTICALS INTL$9,160,316$875,443 ▼-8.7%463,1100.4%ORD SHS CL AMECMayville Engineering$9,101,361$3,784,621 ▲71.2%578,9670.4%ConstructionNTRANatera$8,776,469$4,987,558 ▼-36.2%55,4420.4%MedicalFTAIFTAI Aviation$8,468,112$8,468,112 ▲New Holding58,7900.4%AerospaceEWTXEdgewise Therapeutics$8,010,347$5,657,516 ▼-41.4%300,0130.3%MedicalNCLHNorwegian Cruise Line$7,634,271$7,634,271 ▲New Holding296,7070.3%Consumer DiscretionaryLOVELovesac$7,584,402$3,698,058 ▼-32.8%320,5580.3%Retail/WholesaleGTLSChart Industries$7,497,913$30,366,843 ▼-80.2%39,2890.3%IndustrialsPTCPTC$7,495,644$3,063,274 ▼-29.0%40,7660.3%Computer and TechnologyCOCOVita Coco$7,471,285$16,757,619 ▼-69.2%202,4190.3%Consumer StaplesMLTXMoonLake Immunotherapeutics$7,388,118$1,960,013 ▼-21.0%136,4380.3%MedicalPROPROS$7,342,436$3,826,003 ▼-34.3%334,3550.3%Computer and TechnologyFROGJFrog$7,177,716$2,257,747 ▼-23.9%244,0570.3%Computer and TechnologyXENEXenon Pharmaceuticals$7,147,454$726,925 ▼-9.2%182,3330.3%MedicalLSCCLattice Semiconductor$7,077,908$1,643,700 ▲30.2%124,9410.3%Computer and TechnologyPLRXPliant Therapeutics$6,942,526$2,780,253 ▼-28.6%527,1470.3%MedicalQLYSQualys$6,667,321$3,996,410 ▼-37.5%47,5490.3%Computer and TechnologyFIVNFive9$6,651,020$1,617,025 ▼-19.6%163,6570.3%Computer and TechnologyVECOVeeco Instruments$6,530,329$1,288,946 ▼-16.5%243,6690.3%Computer and TechnologySTOKStoke Therapeutics$6,261,610$852,409 ▼-12.0%567,6890.3%MedicalVRNSVaronis Systems$6,087,132$409,956 ▼-6.3%137,0050.3%Computer and TechnologyCCCSCCC Intelligent Solutions$6,066,521$1,065,154 ▼-14.9%517,1800.3%Computer and TechnologyCRVLCorVel$6,048,761$3,399,549 ▲128.3%54,3660.3%Business ServicesZYMEZymeworks$6,018,797$2,962,887 ▼-33.0%411,1200.3%MedicalITCIIntra-Cellular Therapies$5,833,120$2,479,959 ▼-29.8%69,8410.2%MedicalSLABSilicon Laboratories$5,771,634$1,506,789 ▼-20.7%46,4630.2%Computer and TechnologyVITLVital Farms$5,704,268$1,957,694 ▲52.3%151,3470.2%Consumer StaplesQTRXQuanterix$5,702,113$6,018,855 ▼-51.4%536,4170.2%MedicalShowing largest 100 holdings. 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