Granahan Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Granahan Investment Management, LLC reported 150 stock positions worth $2.8 billion. Its top holding was Porch (PRCH) at 6.6% of the portfolio, followed by Silicon Motion Technol-ADR (SIMO, 5.3%) and Forgent Power Solutions Class A (FPS, 3.6%). Compared with Q1 2026, it opened 22 new positions, sold out of 21, added to 67 and reduced 60. The biggest buy was Silicon Motion Technol-ADR (SIMO, shares +128%) and the biggest sale Carpenter Technology (CRS, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- WALTHAM, MA
- CIK
- 0001026710
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001398344-26-014483 ↗ filed Aug 14, 2026
Holdings Value
Holdings 150 stocks · $2.8B
| PRCH Porch Group Inc. | 6.64% | 12,393,660 | $186.4M | Reduce -2.2% |
| SIMO Silicon Motion Technol-ADR | 5.29% | 445,752 | $148.6M | Add +128.3% |
| FPS Forgent Power Solutions Class A | 3.60% | 1,807,608 | $101.0M | Reduce -12.7% |
| INDI Indie Semiconductor Inc. Class A | 3.11% | 19,419,892 | $87.2M | Reduce -4.3% |
| VCTR Victory Capital Holding - A | 3.04% | 1,015,343 | $85.3M | Reduce -6.6% |
| FTAI Ftai Aviation Ltd. | 2.83% | 293,722 | $79.5M | Reduce -13.7% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 2.72% | 1,254,283 | $76.4M | Add +2.5% |
| MOD Modine Manufacturing Co. | 2.51% | 263,572 | $70.4M | Reduce -30.2% |
| CRS Carpenter Technology | 2.13% | 96,981 | $59.8M | Reduce -59.5% |
| NXT Nextpower Inc. | 2.11% | 495,938 | $59.1M | Add +16.9% |
| MGNI Magnite Inc. | 2.09% | 3,083,211 | $58.5M | Add +20.8% |
| AXON Axon Enterprise Inc. | 1.93% | 96,829 | $54.3M | Add +6.8% |
| ONTO Onto Innovation Inc. | 1.91% | 141,568 | $53.6M | Reduce -28.8% |
| TTMI TTM Technologies | 1.79% | 269,330 | $50.4M | Reduce -17.8% |
| LGND Ligand Pharmaceuticals | 1.66% | 147,231 | $46.5M | Add +509.3% |
| KRUS Kura Sushi USA Inc. Class A | 1.64% | 801,969 | $46.2M | Add +31.9% |
| RGEN Repligen Corp. | 1.62% | 332,271 | $45.3M | Add +282.1% |
| APPS Digital Turbine Inc. | 1.61% | 3,494,200 | $45.1M | Reduce -50.9% |
| LTH Life Time Group Holdings Inc. | 1.58% | 1,083,587 | $44.3M | Reduce -9.7% |
| GENI Genius Sports Ltd. | 1.52% | 7,024,330 | $42.6M | Add +30.5% |
| CWST Casella Waste Systems Inc. Class A | 1.51% | 436,289 | $42.3M | Add +74.3% |
| QXO Qxo Inc. | 1.43% | 2,327,662 | $40.2M | Add +54.2% |
| GNRC Generac Holdings Inc. | 1.28% | 122,872 | $36.0M | Add +829.9% |
| ZETA Zeta Global Holdings Corp. Class A | 1.23% | 1,758,212 | $34.6M | Add +71.6% |
| KRNT Kornit Digital Ltd. | 1.23% | 2,119,398 | $34.4M | Reduce -7.8% |
| TWST Twist Bioscience Corp. | 1.15% | 314,882 | $32.4M | New |
| DAVE Dave Inc. | 1.13% | 84,897 | $31.6M | Add +29.7% |
| SIBN Si-Bone Inc. | 1.12% | 1,931,182 | $31.5M | Add +11.1% |
| FROG Jfrog Ltd. | 0.97% | 299,683 | $27.2M | Add +130.3% |
| FIGR Figure Technology Solut Class A | 0.92% | 842,306 | $25.9M | Reduce -9.9% |
| CLBT Cellebrite Di Ltd. | 0.86% | 1,661,163 | $24.3M | Reduce -4.5% |
| GTES Gates Industrial Corp. UK Ltd. | 0.84% | 843,441 | $23.6M | Add +8.9% |
| GLBE Global-E Online Ltd. | 0.78% | 633,327 | $22.0M | Add +15.8% |
| GRAL Grail Inc. | 0.78% | 321,176 | $21.9M | Add +547.2% |
| RBC RBC Bearings Inc. | 0.78% | 34,017 | $21.9M | Reduce -11.6% |
| CAVA Cava Group Inc. | 0.74% | 265,411 | $20.8M | Reduce -12.7% |
| KIDS Orthopediatrics Corp. | 0.74% | 1,085,964 | $20.8M | Add +21.1% |
| MTRN Materion Corp. | 0.74% | 69,793 | $20.8M | Reduce -51.7% |
| DSGX The Descartes Systems Grp | 0.73% | 297,257 | $20.6M | Add +438.0% |
| QNT Quantinuum Inc. Class A | 0.68% | 233,540 | $19.1M | New |
| TOST Toast Inc. Class A | 0.68% | 685,751 | $19.1M | Add +71.8% |
| TCBI Texas Capital Bancshares Inc. | 0.68% | 184,087 | $19.0M | Add +7.4% |
| SN Sharkninja Inc. | 0.67% | 124,271 | $18.9M | Reduce -5.7% |
| CELC Celcuity Inc. | 0.67% | 179,053 | $18.7M | Add +101.6% |
| UMAC Unusual Machines Inc. | 0.66% | 829,328 | $18.5M | Reduce -18.4% |
| FWRG First Watch Restaurant Group | 0.63% | 1,363,852 | $17.6M | Add +25.4% |
| NTNX Nutanix Inc. Class A | 0.61% | 336,852 | $17.2M | Add +115.5% |
| LASR Nlight Inc. | 0.59% | 236,991 | $16.5M | Add +27.9% |
| VECO Veeco Instruments Inc. | 0.55% | 204,837 | $15.5M | Add +6.3% |
| STOK Stoke Therapeutics Inc. | 0.54% | 461,608 | $15.1M | Add +37.5% |
| BLFS Biolife Solutions Inc. | 0.52% | 521,430 | $14.7M | Reduce -27.8% |
| AVAV Aerovironment Inc. | 0.51% | 86,783 | $14.3M | Add +113.0% |
| ARLO Arlo Technologies Inc. | 0.49% | 1,025,050 | $13.8M | Reduce -12.3% |
| ALGM Allegro Microsystems Inc. | 0.46% | 185,461 | $12.9M | Reduce -13.7% |
| MEC Mayville Engineering Co. Inc. | 0.43% | 324,108 | $12.1M | Reduce -16.4% |
| CHYM Chime Financial Inc. Class A | 0.43% | 583,381 | $11.9M | Add +30.8% |
| YSS York Space Systems Inc. | 0.41% | 468,190 | $11.5M | Reduce -51.6% |
| ALKT Alkami Technology Inc. | 0.41% | 627,781 | $11.4M | Add +148.3% |
| ARXS Arxis Inc. Class A | 0.40% | 241,183 | $11.1M | New |
| DOCN Digitalocean Holdings Inc. | 0.39% | 70,354 | $11.0M | Add +108.8% |
| RDNT Radnet Inc. | 0.38% | 171,637 | $10.6M | Add +64.6% |
| JBTM JBT Marel Corp. | 0.37% | 72,356 | $10.5M | Add +14.5% |
| IRTC Irhythm Holdings Inc. | 0.36% | 83,903 | $10.0M | Reduce -12.6% |
| AGYS Agilysys Inc. | 0.35% | 94,777 | $9.9M | Add +152.7% |
| SNDX Syndax Pharmaceuticals Inc. | 0.35% | 446,988 | $9.8M | Add +45.9% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.35% | 151,725 | $9.7M | Reduce -27.5% |
| WSC Willscot Holdings Corp. | 0.35% | 336,172 | $9.7M | Reduce -10.5% |
| OKTA Okta Inc. | 0.33% | 68,271 | $9.3M | Add +67.2% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.33% | 83,270 | $9.2M | Add +7.2% |
| LPTH Lightpath Technologies Inc. Class A | 0.33% | 563,045 | $9.2M | Reduce -25.3% |
| OWLT Owlet Inc. | 0.33% | 1,595,419 | $9.2M | Add +34.5% |
| SRRK Scholar Rock Holding Corp. | 0.32% | 163,759 | $9.0M | Add +4.8% |
| CHEF The Chefs' Warehouse Inc. | 0.32% | 93,187 | $9.0M | Reduce -18.7% |
| TSHA Taysha Gene Therapies Inc. | 0.32% | 1,305,177 | $8.9M | Add +47.8% |
| LSCC Lattice Semiconductor Corp. | 0.32% | 57,848 | $8.8M | Reduce -8.3% |
| RMBS Rambus Inc. | 0.31% | 66,245 | $8.8M | Reduce -76.4% |
| HQY Healthequity Inc. | 0.31% | 97,318 | $8.8M | Reduce -20.3% |
| ZYME Zymeworks Inc. | 0.31% | 336,157 | $8.8M | Add +34.0% |
| CECO Ceco Environmental Corp. | 0.31% | 94,823 | $8.6M | Add +2.3% |
| ALHC Alignment Healthcare Inc. | 0.30% | 354,973 | $8.5M | Reduce -54.5% |
| MP MP Materials Corp. | 0.30% | 148,652 | $8.3M | Add +7.2% |
| IMNM Immunome Inc. | 0.29% | 378,542 | $8.0M | Add +23.3% |
| IMVT Immunovant Inc. | 0.28% | 206,372 | $8.0M | Reduce -15.6% |
| EWTX Edgewise Therapeutics Inc. | 0.28% | 193,778 | $7.9M | Reduce -3.5% |
| XENE Xenon Pharmaceuticals Inc. | 0.28% | 129,443 | $7.8M | Add +23.9% |
| AIP Arteris Inc. | 0.28% | 160,415 | $7.8M | Reduce -77.5% |
| RGTI Rigetti Computing Inc. | 0.27% | 395,177 | $7.6M | Add +20.9% |
| DYN Dyne Therapeutics Inc. | 0.27% | 338,565 | $7.5M | New |
| ATEX Anterix Inc. | 0.26% | 72,121 | $7.4M | New |
| BBIO Bridgebio Pharma Inc. | 0.26% | 99,130 | $7.4M | Reduce -3.7% |
| SYRE Spyre Therapeutics Inc. | 0.26% | 82,991 | $7.4M | New |
| GWRE Guidewire Software Inc. | 0.26% | 58,689 | $7.2M | New |
| KRMN Karman Holdings Inc. | 0.26% | 144,544 | $7.2M | New |
| EVLV Evolv Technologies Holdings | 0.26% | 1,235,954 | $7.2M | New |
| IRMD Iradimed Corp. | 0.26% | 74,966 | $7.2M | Add +1429.9% |
| XERS Xeris Biopharma Holdings Inc. | 0.25% | 898,753 | $7.1M | Reduce -2.5% |
| BETA Beta Technologies Inc. Class A | 0.25% | 422,493 | $7.1M | Reduce -2.2% |
| NTSK Netskope Inc. Class A | 0.24% | 607,060 | $6.6M | Add +65.2% |
| CRVL Corvel Corp. | 0.24% | 105,569 | $6.6M | Add +32.1% |
| CALY Callaway Golf Company | 0.23% | 342,173 | $6.4M | Reduce -19.1% |
Portfolio Sells Q1 2026 → Q2 2026
| CRS Carpenter Technology | Reduce -59.5% | 2.13% | −2.43 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −1.74 |
| MOD Modine Manufacturing Co. | Reduce -30.2% | 2.51% | −1.45 |
| SMTC Semtech Corp. | Sold out | 0.00% | −1.38 |
| FTAI Ftai Aviation Ltd. | Reduce -13.7% | 2.83% | −1.20 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −1.17 |
| RMBS Rambus Inc. | Reduce -76.4% | 0.31% | −0.85 |
| AMRC Ameresco Inc. Class A | Reduce -96.3% | 0.02% | −0.75 |
| LEU Centrus Energy Corp. Class A | Reduce -90.1% | 0.05% | −0.70 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.68 |
| COMP Compass Inc. Class A | Sold out | 0.00% | −0.67 |
| YSS York Space Systems Inc. | Reduce -51.6% | 0.41% | −0.63 |
| FIGR Figure Technology Solut Class A | Reduce -9.9% | 0.92% | −0.61 |
| STEP Stepstone Group Inc. Class A | Sold out | 0.00% | −0.49 |
| CAVA Cava Group Inc. | Reduce -12.7% | 0.74% | −0.45 |
| UTI Universal Technical Institut | Reduce -96.4% | 0.01% | −0.41 |
| KRNT Kornit Digital Ltd. | Reduce -7.8% | 1.23% | −0.40 |
| VCTR Victory Capital Holding - A | Reduce -6.6% | 3.04% | −0.40 |
| PHR Phreesia Inc. | Sold out | 0.00% | −0.40 |
| ENVX Enovix Corp. | Reduce -95.0% | 0.02% | −0.38 |
| ALHC Alignment Healthcare Inc. | Reduce -54.5% | 0.30% | −0.36 |
| ACHR Archer Aviation Inc. Class A | Reduce -84.7% | 0.04% | −0.33 |
| VKTX Viking Therapeutics Inc. | Reduce -55.4% | 0.21% | −0.32 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.31 |
| LIFE Ethos Technologies Inc. Class-A | Sold out | 0.00% | −0.31 |
| ARLO Arlo Technologies Inc. | Reduce -12.3% | 0.49% | −0.31 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.30 |
| CLBT Cellebrite Di Ltd. | Reduce -4.5% | 0.86% | −0.30 |
| AIP Arteris Inc. | Reduce -77.5% | 0.28% | −0.29 |
| MTRN Materion Corp. | Reduce -51.7% | 0.74% | −0.27 |
| FN Fabrinet | Sold out | 0.00% | −0.26 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.25 |
| TSEM Tower Semiconductor Ltd. | Sold out | 0.00% | −0.25 |
| RBC RBC Bearings Inc. | Reduce -11.6% | 0.78% | −0.23 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −0.21 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.20 |
| RVMD Revolution Medicines Inc. | Sold out | 0.00% | −0.20 |
| IRTC Irhythm Holdings Inc. | Reduce -12.6% | 0.36% | −0.19 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −0.19 |
| HQY Healthequity Inc. | Reduce -20.3% | 0.31% | −0.18 |
| BOOT Boot Barn Holdings Inc. | Reduce -62.5% | 0.08% | −0.17 |
| NPKI NPK International Inc. | Reduce -44.9% | 0.13% | −0.16 |
| LIND Lindblad Expeditions Holding | Reduce -54.9% | 0.17% | −0.15 |
| APGE Apogee Therapeutics Inc. | Reduce -54.9% | 0.16% | −0.15 |
| BLFS Biolife Solutions Inc. | Reduce -27.8% | 0.52% | −0.14 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -27.5% | 0.35% | −0.14 |
| CCOI Cogent Communications Holdin | Reduce -4.7% | 0.15% | −0.14 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.11 |
| EYPT Eyepoint Inc. | Reduce -49.7% | 0.08% | −0.11 |
| CYTK Cytokinetics Inc. | Reduce -44.5% | 0.12% | −0.11 |
Portfolio Buys Q1 2026 → Q2 2026
| SIMO Silicon Motion Technol-ADR | Add +128.3% | 5.29% | +4.23 |
| LGND Ligand Pharmaceuticals | Add +509.3% | 1.66% | +1.42 |
| GNRC Generac Holdings Inc. | Add +829.9% | 1.28% | +1.16 |
| TWST Twist Bioscience Corp. | New | 1.15% | +1.15 |
| RGEN Repligen Corp. | Add +282.1% | 1.62% | +1.12 |
| QNT Quantinuum Inc. Class A | New | 0.68% | +0.68 |
| FROG Jfrog Ltd. | Add +130.3% | 0.97% | +0.68 |
| GRAL Grail Inc. | Add +547.2% | 0.78% | +0.66 |
| MGNI Magnite Inc. | Add +20.8% | 2.09% | +0.62 |
| DAVE Dave Inc. | Add +29.7% | 1.13% | +0.58 |
| CWST Casella Waste Systems Inc. Class A | Add +74.3% | 1.51% | +0.55 |
| DSGX The Descartes Systems Grp | Add +438.0% | 0.73% | +0.54 |
| ZETA Zeta Global Holdings Corp. Class A | Add +71.6% | 1.23% | +0.44 |
| ARXS Arxis Inc. Class A | New | 0.40% | +0.40 |
| GENI Genius Sports Ltd. | Add +30.5% | 1.52% | +0.36 |
| NTNX Nutanix Inc. Class A | Add +115.5% | 0.61% | +0.32 |
| DYN Dyne Therapeutics Inc. | New | 0.27% | +0.27 |
| ATEX Anterix Inc. | New | 0.26% | +0.26 |
| SYRE Spyre Therapeutics Inc. | New | 0.26% | +0.26 |
| GWRE Guidewire Software Inc. | New | 0.26% | +0.26 |
| KRMN Karman Holdings Inc. | New | 0.26% | +0.26 |
| EVLV Evolv Technologies Holdings | New | 0.26% | +0.26 |
| DOCN Digitalocean Holdings Inc. | Add +108.8% | 0.39% | +0.25 |
| VECO Veeco Instruments Inc. | Add +6.3% | 0.55% | +0.24 |
| IRMD Iradimed Corp. | Add +1429.9% | 0.26% | +0.23 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.23% | +0.23 |
| AGYS Agilysys Inc. | Add +152.7% | 0.35% | +0.22 |
| GRBK Green Brick Partners Inc. | New | 0.21% | +0.21 |
| ALKT Alkami Technology Inc. | Add +148.3% | 0.41% | +0.21 |
| MAMA Mama's Creations Inc. | New | 0.21% | +0.21 |
| AEIS Advanced Energy Industries | New | 0.20% | +0.20 |
| CELC Celcuity Inc. | Add +101.6% | 0.67% | +0.18 |
| OKTA Okta Inc. | Add +67.2% | 0.33% | +0.18 |
| ORKA Oruka Therapeutics Inc. | New | 0.17% | +0.17 |
| TRAX First Tracks Biotherapeutics | New | 0.17% | +0.17 |
| TOST Toast Inc. Class A | Add +71.8% | 0.68% | +0.17 |
| AVAV Aerovironment Inc. | Add +113.0% | 0.51% | +0.15 |
| CYRX Cryoport Inc. | Add +74.8% | 0.23% | +0.13 |
| FRPT Freshpet Inc. | New | 0.13% | +0.13 |
| TSHA Taysha Gene Therapies Inc. | Add +47.8% | 0.32% | +0.13 |
| SILC Silicom Ltd. | New | 0.12% | +0.12 |
| LMRI Lumexa Imaging Holdings Inc. | New | 0.11% | +0.11 |
| SPIR Spire Global Inc. | New | 0.11% | +0.11 |
| SG Sweetgreen Inc. Class A | Add +97.3% | 0.18% | +0.10 |
| RDNT Radnet Inc. | Add +64.6% | 0.38% | +0.10 |
| SRTA Strata Critical Medical Inc. | New | 0.09% | +0.09 |
| ENPH Enphase Energy Inc. | New | 0.09% | +0.09 |
| NTSK Netskope Inc. Class A | Add +65.2% | 0.24% | +0.09 |
| MRX Marex UK Holdings Ltd. | Add +2.5% | 2.72% | +0.09 |
| PTGX Protagonist Therapeutics Inc. | Add +81.8% | 0.22% | +0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 150 | $2.8B | PRCH, SIMO, FPS, INDI, VCTR |
| Q1 2026 | 149 | $2.1B | CRS, PRCH, FTAI, MOD, VCTR |
| Q4 2025 | 157 | $2.3B | PRCH, GENI, CRS, FTAI, VCTR |
| Q3 2025 | 146 | $2.4B | PRCH, GENI, ODD, MGNI, VCTR |
| Q2 2025 | 153 | $2.5B | PRCH, ODD, MGNI, GENI, MRX |
| Q1 2025 | 159 | $2.0B | PRCH, GENI, MRX, ODD, VCTR |
| Q4 2024 | 180 | $2.4B | AXON, VCTR, INDI, GENI, MRX |
| Q3 2024 | 187 | $2.5B | EVH, AXON, ZETA, INDI, TOST |
| Q2 2024 | 180 | $2.5B | INDI, ZETA, AXON, MGNI, SPT |
| Q1 2024 | 181 | $2.8B | INDI, SPT, AXON, ZETA, EVH |