Granahan Investment Management, LLC Top Holdings and 13F Report (2026) About Granahan Investment Management, LLCInvestment ActivityGranahan Investment Management, LLC has $2.81 billion in total holdings as of June 30, 2026.Granahan Investment Management, LLC owns shares of 150 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 22.62% of the portfolio was purchased this quarter.About 24.25% of the portfolio was sold this quarter.This quarter, Granahan Investment Management, LLC has purchased 149 new stocks and bought additional shares in 67 stocks.Granahan Investment Management, LLC sold shares of 60 stocks and completely divested from 21 stocks this quarter.Largest Holdings Porch Group $186,400,646Silicon Motion Technology $148,582,514FORGENT POWER SOLUTIONS INC $100,972,983indie Semiconductor $87,195,315Victory Capital $85,349,733 Largest New Holdings this Quarter 90184D100 - Twist Bioscience $32,395,060 Holding74768A104 - QUANTINUUM INC $19,089,560 Holding04339D105 - ARXIS INC $11,128,184 Holding26818M108 - DYNE THERAPEUTICS INC $7,519,529 Holding03676C100 - Anterix $7,424,136 Holding Largest Purchases this Quarter Silicon Motion Technology 250,500 shares (about $83.50M)Ligand Pharmaceuticals 123,066 shares (about $38.90M)Repligen 245,318 shares (about $33.47M)Twist Bioscience 314,882 shares (about $32.40M)Generac 109,659 shares (about $32.11M) Largest Sales this Quarter Carpenter Technology 142,488 shares (about $87.89M)Digital Turbine 3,618,151 shares (about $46.67M)Modine Manufacturing 114,014 shares (about $30.44M)Rambus 214,001 shares (about $28.41M)Arteris 552,662 shares (about $26.85M) 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$186,400,646$4,231,158 â–¼-2.2%12,393,6606.6%TechnologySIMOSilicon Motion Technology$148,582,514$83,499,165 â–²128.3%445,7525.3%TechnologyFORGENT POWER SOLUTIONS INC$100,972,983$14,717,769 â–¼-12.7%1,807,6083.6%COM SHS CL AINDIindie Semiconductor$87,195,315$3,879,122 â–¼-4.3%19,419,8923.1%TechnologyVCTRVictory Capital$85,349,733$6,049,966 â–¼-6.6%1,015,3433.0%FinanceFTAI AVIATION LTD$79,460,613$12,605,345 â–¼-13.7%293,7222.8%SHSMAREX GROUP PLC$76,448,549$1,860,986 â–²2.5%1,254,2832.7%ORDMODModine Manufacturing$70,378,995$30,444,018 â–¼-30.2%263,5722.5%IndustrialsCRSCarpenter Technology$59,821,760$87,892,298 â–¼-59.5%96,9812.1%IndustrialsNXTNextpower$59,086,053$8,518,987 â–²16.8%495,9382.1%IndustrialsMGNIMagnite$58,519,345$10,055,566 â–²20.7%3,083,2112.1%Communication ServicesAXONAxon Enterprise$54,283,306$3,440,464 â–²6.8%96,8291.9%IndustrialsONTOOnto Innovation$53,576,410$21,619,335 â–¼-28.8%141,5681.9%TechnologyTTMITTM Technologies$50,370,097$10,866,610 â–¼-17.7%269,3301.8%TechnologyLGNDLigand Pharmaceuticals$46,538,247$38,899,932 â–²509.3%147,2311.7%HealthcareKRUSKura Sushi USA$46,161,336$11,169,633 â–²31.9%801,9691.6%Consumer DiscretionaryRGENRepligen$45,335,055$33,471,188 â–²282.1%332,2711.6%HealthcareAPPSDigital Turbine$45,075,180$46,674,148 â–¼-50.9%3,494,2001.6%TechnologyLTHLife Time Group$44,253,693$4,774,033 â–¼-9.7%1,083,5871.6%Consumer DiscretionaryGENIGenius Sports$42,567,440$9,941,842 â–²30.5%7,024,3301.5%Consumer DiscretionaryCWSTCasella Waste Systems$42,306,944$18,039,038 â–²74.3%436,2891.5%IndustrialsQXO INC$40,221,999$14,137,044 â–²54.2%2,327,6621.4%COM NEWGNRCGenerac$35,978,150$32,109,252 â–²829.9%122,8721.3%IndustrialsZETA GLOBAL HOLDINGS CORP$34,601,612$14,439,708 â–²71.6%1,758,2121.2%CL AKRNTKornit Digital$34,440,217$2,909,936 â–¼-7.8%2,119,3981.2%IndustrialsTWSTTwist Bioscience$32,395,060$32,395,060 â–²New Holding314,8821.2%HealthcareDAVEDave$31,631,773$7,241,287 â–²29.7%84,8971.1%FinanceSIBNSiBone$31,516,890$3,134,827 â–²11.0%1,931,1821.1%HealthcareFROGJFrog$27,235,191$15,411,430 â–²130.3%299,6831.0%TechnologyFIGURE TECHNOLOGY SOLUTIO$25,867,217$2,858,917 â–¼-10.0%842,3060.9%COM CL ACLBTCellebrite DI$24,252,980$1,145,823 â–¼-4.5%1,661,1630.9%TechnologyGTESGates Industrial$23,591,045$1,925,371 â–²8.9%843,4410.8%IndustrialsGLBEGlobal-e Online$21,995,447$2,999,213 â–²15.8%633,3270.8%Consumer DiscretionaryGRAIL INC$21,926,686$18,538,582 â–²547.2%321,1760.8%COMRBCRBC Bearings$21,908,989$2,882,813 â–¼-11.6%34,0170.8%IndustrialsCAVACAVA Group$20,829,455$3,019,910 â–¼-12.7%265,4110.7%Consumer DiscretionaryKIDSOrthoPediatrics$20,774,491$3,619,836 â–²21.1%1,085,9640.7%HealthcareMTRNMaterion$20,755,740$22,209,977 â–¼-51.7%69,7930.7%MaterialsDSGXThe Descartes Systems Group$20,582,075$16,756,357 â–²438.0%297,2570.7%TechnologyQUANTINUUM INC$19,089,560$19,089,560 â–²New Holding233,5400.7%CL A COMTOSTToast$19,077,593$7,975,549 â–²71.8%685,7510.7%FinanceTCBITexas Capital Bancshares$19,008,824$1,313,467 â–²7.4%184,0870.7%FinanceSNSharkNinja$18,922,745$1,137,000 â–¼-5.7%124,2710.7%Consumer DiscretionaryCELCCelcuity$18,732,525$9,438,816 â–²101.6%179,0530.7%HealthcareUNUSUAL MACHS INC$18,494,014$4,172,910 â–¼-18.4%829,3280.7%COM SHSFWRGFirst Watch Restaurant Group$17,580,052$3,555,255 â–²25.3%1,363,8520.6%Consumer DiscretionaryNTNXNutanix$17,165,978$9,200,013 â–²115.5%336,8520.6%TechnologyLASRnLight$16,499,313$3,600,746 â–²27.9%236,9910.6%TechnologyVECOVeeco Instruments$15,526,645$917,635 â–²6.3%204,8370.6%TechnologySTOKStoke Therapeutics$15,103,814$4,123,440 â–²37.6%461,6080.5%HealthcareBLFSBioLife Solutions$14,725,183$5,665,706 â–¼-27.8%521,4300.5%HealthcareAVAVAeroVironment$14,325,270$7,600,978 â–²113.0%86,7830.5%IndustrialsARLOArlo Technologies$13,817,674$1,947,051 â–¼-12.4%1,025,0500.5%TechnologyALGMAllegro MicroSystems$12,911,795$2,056,575 â–¼-13.7%185,4610.5%TechnologyMECMayville Engineering$12,141,086$2,373,541 â–¼-16.4%324,1080.4%IndustrialsCHIME FINL INC$11,947,643$2,810,450 â–²30.8%583,3810.4%COM SHS CL AYORK SPACE SYSTEMS INC$11,526,838$12,295,721 â–¼-51.6%468,1900.4%COMALKTAlkami Technology$11,375,392$6,793,424 â–²148.3%627,7810.4%TechnologyARXIS INC$11,128,184$11,128,184 â–²New Holding241,1830.4%CL A COMDIGITALOCEAN HLDGS INC$11,047,689$5,755,935 â–²108.8%70,3540.4%COMRDNTRadNet$10,584,854$4,153,783 â–²64.6%171,6370.4%HealthcareJBT MAREL CORPORATION$10,491,620$1,325,880 â–²14.5%72,3560.4%COMIRTCiRhythm Technologies$9,980,262$1,441,555 â–¼-12.6%83,9030.4%HealthcareAGYSAgilysys$9,904,197$5,985,447 â–²152.7%94,7770.4%TechnologySNDXSyndax Pharmaceuticals$9,771,158$3,074,981 â–²45.9%446,9880.3%HealthcareKINIKSA PHARMACEUTICALS INTL$9,702,814$3,679,108 â–¼-27.5%151,7250.3%ORD SHS CL AWSCWillScot$9,701,924$1,143,202 â–¼-10.5%336,1720.3%IndustrialsOKTAOkta$9,315,578$3,742,551 â–²67.2%68,2710.3%TechnologyRYTMRhythm Pharmaceuticals$9,245,468$617,438 â–²7.2%83,2700.3%HealthcareLPTHLightPath Technologies$9,205,786$3,115,918 â–¼-25.3%563,0450.3%TechnologyOWLTOwlet$9,157,705$2,346,305 â–²34.4%1,595,4190.3%HealthcareSRRKScholar Rock$9,006,745$409,475 â–²4.8%163,7590.3%HealthcareCHEFChefs' Warehouse$8,955,271$2,057,693 â–¼-18.7%93,1870.3%Consumer StaplesTSHATaysha Gene Therapies$8,888,255$2,873,384 â–²47.8%1,305,1770.3%HealthcareLSCCLattice Semiconductor$8,848,430$796,310 â–¼-8.3%57,8480.3%TechnologyRMBSRambus$8,793,361$28,406,492 â–¼-76.4%66,2450.3%TechnologyHQYHealthEquity$8,789,762$2,238,220 â–¼-20.3%97,3180.3%HealthcareZYMEWORKS INC$8,787,144$2,231,938 â–²34.0%336,1570.3%COMCECOCECO Environmental$8,604,239$190,100 â–²2.3%94,8230.3%IndustrialsALHCAlignment Healthcare$8,451,907$10,131,798 â–¼-54.5%354,9730.3%HealthcareMPMP Materials$8,325,999$559,764 â–²7.2%148,6520.3%MaterialsIMNMImmunome$8,021,305$1,515,530 â–²23.3%378,5420.3%HealthcareIMVTImmunovant$7,951,513$1,466,375 â–¼-15.6%206,3720.3%HealthcareEWTXEdgewise Therapeutics$7,873,200$287,051 â–¼-3.5%193,7780.3%HealthcareXENEXenon Pharmaceuticals$7,813,179$1,506,887 â–²23.9%129,4430.3%HealthcareAIPArteris$7,794,565$26,853,847 â–¼-77.5%160,4150.3%TechnologyRGTIRigetti Computing$7,634,820$1,322,570 â–²21.0%395,1770.3%TechnologyDYNE THERAPEUTICS INC$7,519,529$7,519,529 â–²New Holding338,5650.3%COMATEXAnterix$7,424,136$7,424,136 â–²New Holding72,1210.3%Communication ServicesBBIOBridgeBio Pharma$7,383,202$281,609 â–¼-3.7%99,1300.3%HealthcareSPYRE THERAPEUTICS INC$7,367,941$7,367,941 â–²New Holding82,9910.3%COM NEWGWREGuidewire Software$7,221,681$7,221,681 â–²New Holding58,6890.3%TechnologyKARMAN HLDGS INC$7,215,636$7,215,636 â–²New Holding144,5440.3%COMMON STOCKEVLVEvolv Technologies$7,168,533$7,168,533 â–²New Holding1,235,9540.3%TechnologyIRMDiRadimed$7,163,751$6,695,507 â–²1,429.9%74,9660.3%HealthcareXERSXeris Biopharma$7,118,124$182,960 â–¼-2.5%898,7530.3%HealthcareBETA TECHNOLOGIES INC$7,076,758$158,539 â–¼-2.2%422,4930.3%COM SHS CL ANETSKOPE INC$6,641,236$2,619,933 â–²65.2%607,0600.2%CL ACRVLCorVel$6,600,174$1,605,076 â–²32.1%105,5690.2%HealthcareCALLAWAY GOLF CO$6,429,431$1,517,236 â–¼-19.1%342,1730.2%COMShowing largest 100 holdings. 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