Granahan Investment Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Granahan Investment Management, LLC reported 153 stock positions worth $2.5 billion. Its top holding was Porch (PRCH) at 5.6% of the portfolio, followed by Oddity Tech Class A (ODD, 4.2%) and Magnite (MGNI, 3.6%). Compared with Q1 2025, it opened 18 new positions, sold out of 24, added to 65 and reduced 70. The biggest buy was Magnite (MGNI, shares +37%) and the biggest sale Compass Class A (COMP, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- WALTHAM, MA
- CIK
- 0001026710
- Portfolio Value
- $2.5B (Q2 2025)
- SEC Filing
- 0001398344-25-015412 ↗ filed Aug 14, 2025
Holdings Value
Holdings 153 stocks · $2.5B
| PRCH Porch Group Inc. | 5.58% | 11,631,775 | $137.1M | Reduce -0.8% |
| ODD Oddity Tech Ltd. Class A | 4.16% | 1,355,347 | $102.3M | Reduce -12.8% |
| MGNI Magnite Inc. | 3.58% | 3,642,786 | $87.9M | Add +37.5% |
| GENI Genius Sports Ltd. | 3.53% | 8,336,296 | $86.7M | Add +7.1% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 3.34% | 2,077,153 | $82.0M | Reduce -1.9% |
| VCTR Victory Capital Holding - A | 3.10% | 1,195,300 | $76.1M | Add +14.1% |
| TOST Toast Inc. Class A | 2.91% | 1,612,221 | $71.4M | Add +7.6% |
| INDI Indie Semiconductor Inc. Class A | 2.82% | 19,487,402 | $69.4M | Add +11.2% |
| AXON Axon Enterprise Inc. | 2.82% | 83,639 | $69.2M | Reduce -0.8% |
| SRAD Sportradar Group AG-A | 2.63% | 2,298,483 | $64.5M | Add +21.1% |
| CRS Carpenter Technology | 2.61% | 231,669 | $64.0M | Reduce -0.6% |
| SPSC SPS Commerce Inc. | 2.06% | 372,431 | $50.7M | Reduce -7.7% |
| LTH Life Time Group Holdings Inc. | 2.06% | 1,670,210 | $50.7M | Add +7.0% |
| SMTC Semtech Corp. | 1.82% | 991,576 | $44.8M | Add +3.8% |
| LEU Centrus Energy Corp. Class A | 1.54% | 206,724 | $37.9M | Reduce -4.3% |
| PHR Phreesia Inc. | 1.51% | 1,302,785 | $37.1M | Add +14.4% |
| FIX Comfort Systems USA Inc. | 1.50% | 68,612 | $36.8M | Add +0.5% |
| KRNT Kornit Digital Ltd. | 1.48% | 1,829,431 | $36.4M | Add +8.0% |
| DSGX The Descartes Systems Grp | 1.47% | 355,567 | $36.1M | Reduce -6.2% |
| CWST Casella Waste Systems Inc. Class A | 1.47% | 312,408 | $36.0M | Reduce -8.9% |
| ACHR Archer Aviation Inc. Class A | 1.43% | 3,242,620 | $35.2M | Add +15.8% |
| GLBE Global-E Online Ltd. | 1.27% | 933,344 | $31.3M | New |
| COMP Compass Inc. Class A | 1.14% | 4,459,171 | $28.0M | Reduce -17.4% |
| FWRG First Watch Restaurant Group | 1.08% | 1,647,128 | $26.4M | Add +3.3% |
| KRUS Kura Sushi USA Inc. Class A | 1.04% | 297,658 | $25.6M | Reduce -25.8% |
| FOUR SHIFT4 Payments Inc. Class A | 1.04% | 257,074 | $25.5M | Add +8.0% |
| ACVA Acv Auctions Inc. Class A | 1.04% | 1,569,032 | $25.4M | Add +15.3% |
| CRCL Circle Internet Group Inc. | 1.02% | 138,732 | $25.2M | New |
| CSGP Costar Group Inc. | 0.98% | 300,932 | $24.2M | Reduce -13.4% |
| RBC RBC Bearings Inc. | 0.97% | 61,988 | $23.9M | Reduce -0.5% |
| SIBN Si-Bone Inc. | 0.97% | 1,264,327 | $23.8M | Reduce -11.8% |
| GTES Gates Industrial Corp. UK Ltd. | 0.87% | 928,240 | $21.4M | Add +10.1% |
| STKL Sunopta Inc. | 0.86% | 3,646,074 | $21.1M | Add +8.9% |
| HUBS HubSpot Inc. | 0.85% | 37,345 | $20.8M | Add +9.8% |
| KIDS Orthopediatrics Corp. | 0.85% | 966,828 | $20.8M | Add +44.9% |
| TRNS Transcat Inc. | 0.80% | 228,611 | $19.7M | Add +7.3% |
| APPS Digital Turbine Inc. | 0.77% | 3,224,561 | $19.0M | Add +1395.9% |
| PAR Par Technology Corp. | 0.74% | 260,529 | $18.1M | Reduce -22.6% |
| SG Sweetgreen Inc. Class A | 0.73% | 1,209,200 | $18.0M | Add +13.7% |
| EXAS Exact Sciences Corp. | 0.70% | 322,507 | $17.1M | Reduce -4.5% |
| RGEN Repligen Corp. | 0.68% | 135,046 | $16.8M | Add +33.5% |
| KVYO Klaviyo Inc. Class A | 0.66% | 479,748 | $16.1M | New |
| ENVX Enovix Corp. | 0.63% | 1,489,564 | $15.4M | Add +12.3% |
| NTNX Nutanix Inc. Class A | 0.60% | 193,049 | $14.8M | Reduce -5.8% |
| PCTY Paylocity Holding Corp. | 0.60% | 81,064 | $14.7M | Reduce -15.5% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.59% | 252,138 | $14.5M | Add +2.4% |
| TCBI Texas Capital Bancshares Inc. | 0.59% | 181,937 | $14.4M | Reduce -22.2% |
| FTAI Ftai Aviation Ltd. | 0.58% | 124,895 | $14.4M | Reduce -7.2% |
| BLFS Biolife Solutions Inc. | 0.56% | 643,200 | $13.9M | Add +46.4% |
| WSC Willscot Holdings Corp. | 0.56% | 501,471 | $13.7M | Reduce -19.2% |
| QXO Qxo Inc. | 0.54% | 612,844 | $13.2M | Reduce -1.6% |
| ETOR Etoro Group Ltd. Class A | 0.54% | 198,140 | $13.2M | New |
| NCLH Norwegian Cruise Line Holdin | 0.50% | 600,414 | $12.2M | Add +12.3% |
| INSM Insmed Inc. | 0.47% | 115,917 | $11.7M | Reduce -38.3% |
| ZETA Zeta Global Holdings Corp. Class A | 0.47% | 752,823 | $11.7M | Reduce -10.8% |
| ELF Elf Beauty Inc. | 0.45% | 88,119 | $11.0M | Reduce -47.1% |
| SPT Sprout Social Inc. Class A | 0.44% | 519,517 | $10.9M | Reduce -24.4% |
| CCOI Cogent Communications Holdin | 0.44% | 224,491 | $10.8M | Add +21.0% |
| BELFB Bel Fuse Inc. Class B | 0.43% | 108,912 | $10.6M | Reduce -28.1% |
| HQY Healthequity Inc. | 0.43% | 100,417 | $10.5M | Add +68.7% |
| ALHC Alignment Healthcare Inc. | 0.43% | 747,067 | $10.5M | New |
| MOD Modine Manufacturing Co. | 0.43% | 106,104 | $10.5M | Reduce -54.3% |
| FROG Jfrog Ltd. | 0.42% | 237,168 | $10.4M | Reduce -5.4% |
| CECO Ceco Environmental Corp. | 0.41% | 352,091 | $10.0M | Add +10.9% |
| SIMO Silicon Motion Technol-ADR | 0.40% | 130,091 | $9.8M | New |
| JBTM JBT Marel Corp. | 0.39% | 80,567 | $9.7M | Add +43.0% |
| MTRN Materion Corp. | 0.39% | 121,005 | $9.6M | Reduce -2.8% |
| POWL Powell Industries Inc. | 0.38% | 44,213 | $9.3M | Add +10.0% |
| SNDX Syndax Pharmaceuticals Inc. | 0.38% | 991,388 | $9.3M | Add +80.3% |
| SN Sharkninja Inc. | 0.36% | 88,400 | $8.8M | Reduce -49.7% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.35% | 310,992 | $8.6M | Reduce -14.1% |
| NTLA Intellia Therapeutics Inc. | 0.35% | 913,622 | $8.6M | Add +92.0% |
| CYBR Cyberark Software Ltd./Israel | 0.34% | 20,558 | $8.4M | Reduce -4.0% |
| RMBS Rambus Inc. | 0.34% | 130,081 | $8.3M | Add +1.1% |
| VKTX Viking Therapeutics Inc. | 0.33% | 305,091 | $8.1M | Reduce -17.1% |
| CFLT Confluent Inc. Class A | 0.33% | 324,052 | $8.1M | Add +18.0% |
| MEC Mayville Engineering Co. Inc. | 0.32% | 498,305 | $8.0M | Add +4.2% |
| VECO Veeco Instruments Inc. | 0.32% | 383,280 | $7.8M | Add +31.2% |
| STEP Stepstone Group Inc. Class A | 0.31% | 137,960 | $7.7M | Reduce -72.8% |
| NVMI Nova Ltd. | 0.31% | 27,553 | $7.6M | Reduce -45.8% |
| XENE Xenon Pharmaceuticals Inc. | 0.31% | 240,038 | $7.5M | Add +30.6% |
| VRNS Varonis Systems Inc. | 0.30% | 146,466 | $7.4M | Reduce -26.6% |
| PTC PTC Inc. | 0.30% | 42,662 | $7.4M | Add +110.2% |
| KNSL Kinsale Capital Group Inc. | 0.30% | 15,153 | $7.3M | New |
| OKTA Okta Inc. | 0.29% | 72,437 | $7.2M | Add +32.0% |
| ALAB Astera Labs Inc. | 0.29% | 78,456 | $7.1M | Add +42.5% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.29% | 129,804 | $7.1M | Reduce -7.7% |
| CORZ Core Scientific Inc. | 0.29% | 411,173 | $7.0M | Add +83.1% |
| GRBK Green Brick Partners Inc. | 0.27% | 104,295 | $6.6M | Reduce -9.2% |
| CIEN Ciena Corp. | 0.27% | 80,621 | $6.6M | Add +12.3% |
| AMRC Ameresco Inc. Class A | 0.26% | 427,197 | $6.5M | Add +2.6% |
| STOK Stoke Therapeutics Inc. | 0.25% | 532,413 | $6.0M | Reduce -19.4% |
| APGE Apogee Therapeutics Inc. | 0.23% | 131,138 | $5.7M | Add +21.0% |
| KNF Knife River Corp. | 0.23% | 69,149 | $5.6M | Reduce -55.2% |
| NPKI NPK International Inc. | 0.23% | 657,460 | $5.6M | Reduce -15.3% |
| LSCC Lattice Semiconductor Corp. | 0.23% | 113,466 | $5.6M | Add +30.9% |
| TSEM Tower Semiconductor Ltd. | 0.22% | 124,980 | $5.4M | Reduce -27.9% |
| LENZ Lenz Therapeutics Inc. | 0.22% | 183,252 | $5.4M | Add +4.0% |
| PRO Pros Holdings Inc. | 0.22% | 341,738 | $5.4M | Add +74.7% |
| EWTX Edgewise Therapeutics Inc. | 0.22% | 405,478 | $5.3M | Add +86.3% |
Portfolio Sells Q1 2025 → Q2 2025
| COMP Compass Inc. Class A | Reduce -17.4% | 1.14% | −1.21 |
| STEP Stepstone Group Inc. Class A | Reduce -72.8% | 0.31% | −1.01 |
| KLC Kindercare Learning Cos Inc. | Sold out | 0.00% | −0.71 |
| EVH Evolent Health Inc. Class A | Sold out | 0.00% | −0.64 |
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −0.64 |
| SPSC SPS Commerce Inc. | Reduce -7.7% | 2.06% | −0.61 |
| VERX Vertex Inc. Class A | Reduce -84.9% | 0.08% | −0.55 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.50 |
| KNF Knife River Corp. | Reduce -55.2% | 0.23% | −0.46 |
| MOD Modine Manufacturing Co. | Reduce -54.3% | 0.43% | −0.46 |
| CWST Casella Waste Systems Inc. Class A | Reduce -8.9% | 1.47% | −0.44 |
| DSGX The Descartes Systems Grp | Reduce -6.2% | 1.47% | −0.43 |
| CSGP Costar Group Inc. | Reduce -13.4% | 0.98% | −0.39 |
| MRX Marex UK Holdings Ltd. | Reduce -1.9% | 3.34% | −0.39 |
| SN Sharkninja Inc. | Reduce -49.7% | 0.36% | −0.37 |
| GLOB Globant SA | Sold out | 0.00% | −0.35 |
| SPIR Spire Global Inc. | Reduce -75.2% | 0.14% | −0.32 |
| VIVID SEATS INC | Sold out | 0.00% | −0.31 |
| SPT Sprout Social Inc. Class A | Reduce -24.4% | 0.44% | −0.31 |
| WSC Willscot Holdings Corp. | Reduce -19.2% | 0.56% | −0.30 |
| PCTY Paylocity Holding Corp. | Reduce -15.5% | 0.60% | −0.30 |
| PAR Par Technology Corp. | Reduce -22.6% | 0.74% | −0.29 |
| TCBI Texas Capital Bancshares Inc. | Reduce -22.2% | 0.59% | −0.28 |
| EVER Everquote Inc. Class A | Sold out | 0.00% | −0.26 |
| INSM Insmed Inc. | Reduce -38.3% | 0.47% | −0.24 |
| QLYS Qualys Inc. | Reduce -53.0% | 0.18% | −0.23 |
| MGRC McGrath Rentcorp | Sold out | 0.00% | −0.22 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.21 |
| ONTO Onto Innovation Inc. | Reduce -40.9% | 0.14% | −0.21 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.20 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.19 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.16 |
| RXST Rxsight Inc. | Sold out | 0.00% | −0.16 |
| FTAI Ftai Aviation Ltd. | Reduce -7.2% | 0.58% | −0.16 |
| NVMI Nova Ltd. | Reduce -45.8% | 0.31% | −0.16 |
| CMCO Columbus McKinnon Corp. | Reduce -41.8% | 0.11% | −0.15 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −0.14 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -68.3% | 0.06% | −0.14 |
| BELFB Bel Fuse Inc. Class B | Reduce -28.1% | 0.43% | −0.13 |
| CRVL Corvel Corp. | Reduce -21.9% | 0.18% | −0.13 |
| MLTX Moonlake Immunotherapeutics | Reduce -43.5% | 0.15% | −0.12 |
| STVN Stevanato Group SPA | Sold out | 0.00% | −0.12 |
| MTRN Materion Corp. | Reduce -2.8% | 0.39% | −0.12 |
| VKTX Viking Therapeutics Inc. | Reduce -17.1% | 0.33% | −0.11 |
| NTNX Nutanix Inc. Class A | Reduce -5.8% | 0.60% | −0.11 |
| VRNS Varonis Systems Inc. | Reduce -26.6% | 0.30% | −0.10 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -10.8% | 0.47% | −0.10 |
| PTLO Portillo's Inc. Class A | Sold out | 0.00% | −0.09 |
| REAL BROKERAGE INC/THE | Sold out | 0.00% | −0.09 |
| TSEM Tower Semiconductor Ltd. | Reduce -27.9% | 0.22% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| MGNI Magnite Inc. | Add +37.5% | 3.58% | +2.07 |
| GLBE Global-E Online Ltd. | New | 1.27% | +1.27 |
| INDI Indie Semiconductor Inc. Class A | Add +11.2% | 2.82% | +1.05 |
| CRCL Circle Internet Group Inc. | New | 1.02% | +1.02 |
| APPS Digital Turbine Inc. | Add +1395.9% | 0.77% | +0.75 |
| KVYO Klaviyo Inc. Class A | New | 0.66% | +0.66 |
| SRAD Sportradar Group AG-A | Add +21.1% | 2.63% | +0.58 |
| ETOR Etoro Group Ltd. Class A | New | 0.54% | +0.54 |
| ACHR Archer Aviation Inc. Class A | Add +15.8% | 1.43% | +0.44 |
| TOST Toast Inc. Class A | Add +7.6% | 2.91% | +0.43 |
| ALHC Alignment Healthcare Inc. | New | 0.43% | +0.43 |
| FIX Comfort Systems USA Inc. | Add +0.5% | 1.50% | +0.40 |
| SIMO Silicon Motion Technol-ADR | New | 0.40% | +0.40 |
| KNSL Kinsale Capital Group Inc. | New | 0.30% | +0.30 |
| CORZ Core Scientific Inc. | Add +83.1% | 0.29% | +0.20 |
| SMTC Semtech Corp. | Add +3.8% | 1.82% | +0.19 |
| NTLA Intellia Therapeutics Inc. | Add +92.0% | 0.35% | +0.18 |
| HQY Healthequity Inc. | Add +68.7% | 0.43% | +0.17 |
| CALY Callaway Golf Company | Add +869.9% | 0.18% | +0.16 |
| BBIO Bridgebio Pharma Inc. | New | 0.15% | +0.15 |
| PTC PTC Inc. | Add +110.2% | 0.30% | +0.14 |
| ENVX Enovix Corp. | Add +12.3% | 0.63% | +0.14 |
| EYPT Eyepoint Inc. | New | 0.13% | +0.13 |
| ALAB Astera Labs Inc. | Add +42.5% | 0.29% | +0.13 |
| PRTA Prothena Corp. PLC | New | 0.11% | +0.11 |
| AGYS Agilysys Inc. | New | 0.11% | +0.11 |
| RYTM Rhythm Pharmaceuticals Inc. | New | 0.11% | +0.11 |
| SRRK Scholar Rock Holding Corp. | New | 0.11% | +0.11 |
| GTES Gates Industrial Corp. UK Ltd. | Add +10.1% | 0.87% | +0.10 |
| SLNO Soleno Therapeutics Inc. | Add +84.6% | 0.20% | +0.09 |
| ACVA Acv Auctions Inc. Class A | Add +15.3% | 1.04% | +0.08 |
| WEAV Weave Communications Inc. | New | 0.08% | +0.08 |
| VCTR Victory Capital Holding - A | Add +14.1% | 3.10% | +0.08 |
| CERT Certara Inc. | Add +72.4% | 0.19% | +0.08 |
| LIND Lindblad Expeditions Holding | New | 0.08% | +0.08 |
| OWLT Owlet Inc. | Add +705.5% | 0.07% | +0.07 |
| FOUR SHIFT4 Payments Inc. Class A | Add +8.0% | 1.04% | +0.07 |
| BLFS Biolife Solutions Inc. | Add +46.4% | 0.56% | +0.06 |
| PHR Phreesia Inc. | Add +14.4% | 1.51% | +0.06 |
| ADTN Adtran Holdings Inc. | Add +455.0% | 0.07% | +0.06 |
| JBTM JBT Marel Corp. | Add +43.0% | 0.39% | +0.05 |
| CIEN Ciena Corp. | Add +12.3% | 0.27% | +0.05 |
| STKL Sunopta Inc. | Add +8.9% | 0.86% | +0.05 |
| P Everpure Inc. Class A | Add +2.4% | 0.59% | +0.05 |
| EXLS Exlservice Holdings Inc. | Add +88.9% | 0.15% | +0.05 |
| CECO Ceco Environmental Corp. | Add +10.9% | 0.41% | +0.05 |
| WGS Genedx Holdings Corp. | New | 0.04% | +0.04 |
| RGEN Repligen Corp. | Add +33.5% | 0.68% | +0.04 |
| SNDX Syndax Pharmaceuticals Inc. | Add +80.3% | 0.38% | +0.04 |
| SMMT Summit Therapeutics Inc. | Add +49.1% | 0.16% | +0.04 |
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 |