Granahan Investment Management, LLC 13F Holdings

CIK 0001026710 · WALTHAM, MA

As of Sep 30, 2025, Granahan Investment Management, LLC reported 146 positions worth $2.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PORCH GROUP INCPRCHTechnology9,636,692 61.7M6.62%
GENIUS SPORTS LTDGENICommunication Services7,977,172$98.8M4.04%
ODDITY TECH LTDODDTechnology1,506,457$93.9M3.84%
MAGNITE INCMGNICommunication Services3,873,179$84.4M3.45%
VICTORY CAPITAL HOLDINGS INCVCTRFinancial Services1,198,560$77.6M3.18%
COMFORT SYSTEMS USA INCFIXIndustrials92,772$76.6M3.13%
INDIE SEMICONDUCTOR INCINDITechnology17,474,795$71.1M2.91%
CARPENTER TECHNOLOGY CORPCRSIndustrials269,437$66.2M2.71%
AXON ENTERPRISE INCAXONIndustrials77,451$55.6M2.28%
CENTRUS ENERGY CORPLEUBasic Materials168,660$52.3M2.14%
SPORTRADAR GROUP AGSRADTechnology1,893,741$50.9M2.09%
CELLEBRITE DI LTDCLBTTechnology2,629,299$48.7M1.99%
LIFE TIME GROUP HOLDINGS INCLTHConsumer Cyclical1,693,195$46.7M1.91%
SEMTECH CORPSMTCTechnology641,492$45.8M1.88%
TOAST INCTOSTTechnology1,237,612$45.2M1.85%
FTAI AVIATION LTDFTAIIndustrials267,372$44.6M1.83%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical1,221,221$43.7M1.79%
SPS COMMERCE INCSPSCTechnology396,780$41.3M1.69%
KURA SUSHI USA INCKRUSConsumer Cyclical671,012$39.9M1.63%
COMPASS INCCOMPTechnology4,806,314$38.6M1.58%
DIGITAL TURBINE INCAPPSTechnology5,713,937$36.6M1.50%
MAREX GROUP PLCMRXFinancial Services1,054,954$35.5M1.45%
PHREESIA INCPHRHealthcare1,380,626$32.5M1.33%
NEXTPOWER INCNXTTechnology415,166$30.7M1.26%
AMERESCO INCAMRCIndustrials890,072$29.9M1.22%