Granahan Investment Management, LLC Top Holdings and 13F Report (2026)

About Granahan Investment Management, LLC

Investment Activity

Granahan Investment Management, LLC has $2.07 billion in total holdings as of March 31, 2026.
Granahan Investment Management, LLC owns shares of 149 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 17.14% of the portfolio was purchased this quarter.
About 23.84% of the portfolio was sold this quarter.
This quarter, Granahan Investment Management, LLC has purchased 157 new stocks and bought additional shares in 66 stocks.
Granahan Investment Management, LLC sold shares of 65 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Carpenter Technology: $94,386,706
Porch Group: $90,879,657
FTAI AVIATION LTD: $83,377,665
Modine Manufacturing: $81,826,662
Victory Capital: $71,197,386

Largest New Holdings this Quarter

34631F102 - FORGENT POWER SOLUTIONS INC: $60,620,629 Holding
987084100 - YORK SPACE SYSTEMS INC: $21,451,914 Holding
65487K100 - nLight: $10,564,152 Holding
008073108 - AeroVironment: $7,456,725 Holding
29765A101 - ETHOS TECHNOLOGIES INC: $6,485,246 Holding

Largest Purchases this Quarter

FORGENT POWER SOLUTIONS INC: 2,071,084 shares (about $60.62M)
YORK SPACE SYSTEMS INC: 967,610 shares (about $21.45M)
QXO INC: 709,934 shares (about $13.79M)
Arlo Technologies: 831,108 shares (about $11.83M)
Modine Manufacturing: 51,112 shares (about $11.08M)

Largest Sales this Quarter

ZETA GLOBAL HOLDINGS CORP: 1,593,143 shares (about $25.36M)
Global-e Online: 644,923 shares (about $19.90M)
Cellebrite DI: 1,317,374 shares (about $18.15M)
Toast: 638,079 shares (about $16.92M)
Transcat: 185,639 shares (about $13.64M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CRS Carpenter Technology	$94,386,706	$10,920,320 â–¼	-10.4%	239,469	4.6%	Basic Materials
PRCH Porch Group	$90,879,657	$7,776,288 â–²	9.4%	12,674,987	4.4%	Computer and Technology
FTAI AVIATION LTD	$83,377,665	$1,726,760 â–¼	-2.0%	340,317	4.0%	SHS
MOD Modine Manufacturing	$81,826,662	$11,076,482 â–²	15.7%	377,586	4.0%	Auto/Tires/Trucks
VCTR Victory Capital	$71,197,386	$793,159 â–²	1.1%	1,087,315	3.4%	Finance
INDI indie Semiconductor	$65,313,962	$9,876,561 â–²	17.8%	20,283,839	3.2%	Computer and Technology
FORGENT POWER SOLUTIONS INC	$60,620,629	$60,620,629 â–²	New Holding	2,071,084	2.9%	COM SHS CL A
MAREX GROUP PLC	$54,554,775	$6,831,573 â–¼	-11.1%	1,223,750	2.6%	ORD
NXT Nextpower	$51,165,519	$4,788,728 â–²	10.3%	424,434	2.5%	Energy
KRUS Kura Sushi USA	$42,426,527	$12,505,740 â–¼	-22.8%	607,917	2.1%	Retail/Wholesale
ONTO Onto Innovation	$40,746,179	$420,804 â–²	1.0%	198,694	2.0%	Computer and Technology
AXON Axon Enterprise	$38,515,985	$6,361,007 â–²	19.8%	90,692	1.9%	Aerospace
FIX Comfort Systems USA	$35,890,973	$11,032 â–¼	0.0%	26,027	1.7%	Construction
KRNT Kornit Digital	$33,695,585	$3,975,675 â–¼	-10.6%	2,298,471	1.6%	Industrials
LTH Life Time Group	$32,341,012	$12,367,858 â–¼	-27.7%	1,200,483	1.6%	Consumer Discretionary
TTMI TTM Technologies	$31,898,620	$7,799,348 â–²	32.4%	327,434	1.5%	Computer and Technology
FIGURE TECHNOLOGY SOLUTIO	$31,756,830	$9,162,494 â–²	40.6%	935,400	1.5%	COM CL A
MGNI Magnite	$30,334,546	$6,682,702 â–¼	-18.1%	2,553,413	1.5%	Computer and Technology
QXO INC	$29,315,383	$13,786,918 â–²	88.8%	1,509,546	1.4%	COM NEW
SMTC Semtech	$28,498,663	$3,658,811 â–¼	-11.4%	370,642	1.4%	Computer and Technology
CAVA CAVA Group	$24,584,782	$5,912,819 â–²	31.7%	303,891	1.2%	Retail/Wholesale
RMBS Rambus	$24,109,563	$1,267,222 â–²	5.5%	280,246	1.2%	Computer and Technology
SRAD Sportradar Group	$24,099,892	$3,863,793 â–¼	-13.8%	1,439,659	1.2%	Consumer Discretionary
CLBT Cellebrite DI	$23,972,294	$18,153,413 â–¼	-43.1%	1,739,644	1.2%	Computer and Technology
GENI Genius Sports	$23,850,066	$10,942,587 â–¼	-31.5%	5,383,762	1.2%	Computer and Technology
SIBN SiBone	$21,964,795	$10,848,437 â–²	97.6%	1,739,097	1.1%	Medical
SIMO Silicon Motion Technology	$21,924,847	$3,804,048 â–¼	-14.8%	195,252	1.1%	Computer and Technology
YORK SPACE SYSTEMS INC	$21,451,914	$21,451,914 â–²	New Holding	967,610	1.0%	COM
RBC RBC Bearings	$20,906,318	$5,574,584 â–¼	-21.1%	38,493	1.0%	Industrials
MTRN Materion	$20,898,453	$904,062 â–²	4.5%	144,476	1.0%	Basic Materials
APPS Digital Turbine	$20,483,571	$2,197,117 â–²	12.0%	7,112,351	1.0%	Computer and Technology
CWST Casella Waste Systems	$19,855,787	$591,321 â–¼	-2.9%	250,262	1.0%	Business Services
GTES Gates Industrial	$17,513,796	$1,359,291 â–¼	-7.2%	774,604	0.8%	Industrials
GLBE Global-e Online	$16,873,994	$19,895,875 â–¼	-54.1%	546,969	0.8%	Retail/Wholesale
ARLO Arlo Technologies	$16,641,843	$11,826,667 â–²	245.6%	1,169,490	0.8%	Computer and Technology
ZETA GLOBAL HOLDINGS CORP	$16,309,833	$25,362,836 â–¼	-60.9%	1,024,487	0.8%	CL A
TCBI Texas Capital Bancshares	$16,259,301	$664,350 â–¼	-3.9%	171,367	0.8%	Finance
AMRC Ameresco	$16,066,861	$5,557,317 â–¼	-25.7%	630,073	0.8%	Energy
LEU Centrus Energy	$15,569,287	$2,509,243 â–²	19.2%	89,690	0.8%	Basic Materials
KIDS OrthoPediatrics	$14,231,280	$3,693,901 â–²	35.1%	896,741	0.7%	Medical
STRL Sterling Infrastructure	$13,982,394	$10,106,813 â–¼	-42.0%	34,332	0.7%	Construction
SN SharkNinja	$13,951,054	$1,998,862 â–²	16.7%	131,738	0.7%	Retail/Wholesale
COMP Compass	$13,781,631	$9,144,160 â–¼	-39.9%	1,885,312	0.7%	Computer and Technology
BLFS BioLife Solutions	$13,776,848	$4,573,495 â–²	49.7%	722,057	0.7%	Medical
ALHC Alignment Healthcare	$13,752,410	$546,449 â–²	4.1%	780,500	0.7%	Medical
UNUSUAL MACHS INC	$12,604,030	$1,711,832 â–¼	-12.0%	1,016,454	0.6%	COM SHS
AIP Arteris	$11,722,986	$7,828,416 â–²	201.0%	713,077	0.6%	Computer and Technology
FWRG First Watch Restaurant Group	$11,402,628	$3,806,336 â–¼	-25.0%	1,088,037	0.6%	Retail/Wholesale
DAVE Dave	$11,396,280	$11,063,594 â–²	3,325.5%	65,462	0.6%	Business Services
IRTC iRhythm Technologies	$11,332,516	$9,635,743 â–²	567.9%	96,022	0.5%	Medical
STOK Stoke Therapeutics	$10,926,680	$4,694,794 â–²	75.3%	335,586	0.5%	Medical
VKTX Viking Therapeutics	$10,809,528	$3,143,559 â–²	41.0%	332,192	0.5%	Medical
TOST Toast	$10,579,266	$16,915,474 â–¼	-61.5%	399,067	0.5%	Computer and Technology
LASR nLight	$10,564,152	$10,564,152 â–²	New Holding	185,271	0.5%	Computer and Technology
RGEN Repligen	$10,244,802	$1,761,527 â–²	20.8%	86,953	0.5%	Medical
HQY HealthEquity	$10,203,813	$2,597,272 â–²	34.1%	122,099	0.5%	Medical
CELC Celcuity	$10,139,399	$205,566 â–²	2.1%	88,833	0.5%	Medical
STEP StepStone Group	$10,098,793	$3,678,401 â–¼	-26.7%	211,626	0.5%	Finance
KINIKSA PHARMACEUTICALS INTL	$10,075,676	$5,149,979 â–¼	-33.8%	209,256	0.5%	ORD SHS CL A
UTI Universal Technical Institute	$8,750,387	$7,106,610 â–¼	-44.8%	242,393	0.4%	Consumer Discretionary
CHIME FINL INC	$8,356,427	$6,188,336 â–²	285.4%	446,152	0.4%	COM SHS CL A
PHR Phreesia	$8,276,147	$11,832,611 â–¼	-58.8%	987,607	0.4%	Medical
ENVX Enovix	$8,234,055	$1,942,391 â–¼	-19.1%	1,589,586	0.4%	Energy
JBT MAREL CORPORATION	$8,082,918	$149,352 â–²	1.9%	63,212	0.4%	COM
SRRK Scholar Rock	$7,684,396	$125,112 â–²	1.7%	156,314	0.4%	Medical
ACHR Archer Aviation	$7,655,457	$1,201,632 â–¼	-13.6%	1,480,746	0.4%	Aerospace
BBIO BridgeBio Pharma	$7,642,171	$82,132 â–²	1.1%	102,911	0.4%	Medical
LPTH LightPath Technologies	$7,558,819	$978,938 â–²	14.9%	753,621	0.4%	Computer and Technology
AVAV AeroVironment	$7,456,725	$7,456,725 â–²	New Holding	40,736	0.4%	Aerospace
SNDX Syndax Pharmaceuticals	$7,155,659	$1,412,626 â–¼	-16.5%	306,321	0.3%	Medical
MEC Mayville Engineering	$6,955,087	$2,148,759 â–²	44.7%	387,470	0.3%	Construction
CHEF Chefs' Warehouse	$6,812,911	$2,721,383 â–²	66.5%	114,599	0.3%	Consumer Staples
ALGM Allegro MicroSystems	$6,778,982	$3,945,791 â–²	139.3%	215,001	0.3%	Computer and Technology
RYTM Rhythm Pharmaceuticals	$6,758,352	$2,109,631 â–²	45.4%	77,709	0.3%	Medical
IMNM Immunome	$6,714,549	$2,801,591 â–¼	-29.4%	307,021	0.3%	Medical
MP MP Materials	$6,691,635	$494,231 â–²	8.0%	138,658	0.3%	Basic Materials
LIND Lindblad Expeditions	$6,667,126	$688,696 â–²	11.5%	385,383	0.3%	Consumer Discretionary
VECO Veeco Instruments	$6,525,872	$1,034,321 â–¼	-13.7%	192,731	0.3%	Computer and Technology
WSC WillScot	$6,523,610	$1,352,899 â–²	26.2%	375,784	0.3%	Finance
CSGP CoStar Group	$6,496,636	$2,788,220 â–²	75.2%	161,047	0.3%	Computer and Technology
ETHOS TECHNOLOGIES INC	$6,485,246	$6,485,246 â–²	New Holding	580,595	0.3%	CL A
BETA TECHNOLOGIES INC	$6,349,783	$93,977 â–¼	-1.5%	431,958	0.3%	COM SHS CL A
EWTX Edgewise Therapeutics	$6,326,555	$990,738 â–¼	-13.5%	200,843	0.3%	Medical
APOGEE THERAPEUTICS INC	$6,319,989	$1,652,594 â–¼	-20.7%	75,086	0.3%	COM
ZYMEWORKS INC	$6,279,356	$660,180 â–²	11.7%	250,773	0.3%	COM
WGS GeneDx	$6,203,973	$4,218,933 â–²	212.5%	96,605	0.3%	Medical
FROG JFrog	$6,105,734	$960,986 â–¼	-13.6%	130,103	0.3%	Computer and Technology
OWLT Owlet	$6,099,407	$2,569,517 â–²	72.8%	1,186,655	0.3%	Business Services
XENE Xenon Pharmaceuticals	$6,075,396	$680,355 â–²	12.6%	104,478	0.3%	Medical
IMVT Immunovant	$6,071,641	$353,771 â–²	6.2%	244,430	0.3%	Medical
CCOI Cogent Communications	$5,980,701	$1,891,950 â–²	46.3%	317,447	0.3%	Computer and Technology
NTNX Nutanix	$5,941,647	$164,089 â–²	2.8%	156,318	0.3%	Computer and Technology
CALLAWAY GOLF CO	$5,870,130	$5,870,130 â–²	New Holding	422,920	0.3%	COM
LSCC Lattice Semiconductor	$5,848,889	$336,348 â–²	6.1%	63,054	0.3%	Computer and Technology
RDNT RadNet	$5,828,321	$5,828,321 â–²	New Holding	104,282	0.3%	Medical
NPK INTERNATIONAL INC	$5,820,024	$2,590,652 â–¼	-30.8%	401,658	0.3%	COM SHS
KNSL Kinsale Capital Group	$5,642,857	$1,083,062 â–¼	-16.1%	16,516	0.3%	Finance
CECO CECO Environmental	$5,524,734	$962,872 â–¼	-14.8%	92,728	0.3%	Industrials
FN Fabrinet	$5,439,975	$754,118 â–¼	-12.2%	10,431	0.3%	Computer and Technology
XERS Xeris Biopharma	$5,346,753	$1,748,990 â–¼	-24.6%	921,854	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Granahan Investment Management, LLC Top Holdings and 13F Report (2026)

About Granahan Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Granahan Investment Management, LLC Top Holdings and 13F Report (2026)

About Granahan Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGranahan Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools