Granahan Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Granahan Investment Management, LLC reported 149 stock positions worth $2.1 billion. Its top holding was Carpenter Technology (CRS) at 4.6% of the portfolio, followed by Porch (PRCH, 4.4%) and Ftai Aviation (FTAI, 4.0%). Compared with Q4 2025, it opened 17 new positions, sold out of 25, added to 66 and reduced 65. The biggest buy was a new position in Forgent Power Solutions Class A (FPS) and the biggest sale an exit from Oddity Tech Class A (ODD).
- Most Recent 13F
- Q2 2026
- Location
- WALTHAM, MA
- CIK
- 0001026710
- Portfolio Value
- $2.1B (Q1 2026)
- SEC Filing
- 0001398344-26-009220 ↗ filed May 15, 2026
Holdings Value
Holdings 149 stocks · $2.1B
| CRS Carpenter Technology | 4.57% | 239,469 | $94.4M | Reduce -10.4% |
| PRCH Porch Group Inc. | 4.40% | 12,674,987 | $90.9M | Add +9.4% |
| FTAI Ftai Aviation Ltd. | 4.03% | 340,317 | $83.4M | Reduce -2.0% |
| MOD Modine Manufacturing Co. | 3.96% | 377,586 | $81.8M | Add +15.7% |
| VCTR Victory Capital Holding - A | 3.44% | 1,087,315 | $71.2M | Add +1.1% |
| INDI Indie Semiconductor Inc. Class A | 3.16% | 20,283,839 | $65.3M | Add +17.8% |
| FPS Forgent Power Solutions Class A | 2.93% | 2,071,084 | $60.6M | New |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 2.64% | 1,223,750 | $54.6M | Reduce -11.1% |
| NXT Nextpower Inc. | 2.47% | 424,434 | $51.2M | Add +10.3% |
| KRUS Kura Sushi USA Inc. Class A | 2.05% | 607,917 | $42.4M | Reduce -22.8% |
| ONTO Onto Innovation Inc. | 1.97% | 198,694 | $40.7M | Add +1.0% |
| AXON Axon Enterprise Inc. | 1.86% | 90,692 | $38.5M | Add +19.8% |
| FIX Comfort Systems USA Inc. | 1.74% | 26,027 | $35.9M | Reduce -0.0% |
| KRNT Kornit Digital Ltd. | 1.63% | 2,298,471 | $33.7M | Reduce -10.6% |
| LTH Life Time Group Holdings Inc. | 1.56% | 1,200,483 | $32.3M | Reduce -27.7% |
| TTMI TTM Technologies | 1.54% | 327,434 | $31.9M | Add +32.4% |
| FIGR Figure Technology Solut Class A | 1.54% | 935,400 | $31.8M | Add +40.5% |
| MGNI Magnite Inc. | 1.47% | 2,553,413 | $30.3M | Reduce -18.1% |
| QXO Qxo Inc. | 1.42% | 1,509,546 | $29.3M | Add +88.8% |
| SMTC Semtech Corp. | 1.38% | 370,642 | $28.5M | Reduce -11.4% |
| CAVA Cava Group Inc. | 1.19% | 303,891 | $24.6M | Add +31.7% |
| RMBS Rambus Inc. | 1.17% | 280,246 | $24.1M | Add +5.5% |
| SRAD Sportradar Group AG-A | 1.17% | 1,439,659 | $24.1M | Reduce -13.8% |
| CLBT Cellebrite Di Ltd. | 1.16% | 1,739,644 | $24.0M | Reduce -43.1% |
| GENI Genius Sports Ltd. | 1.15% | 5,383,762 | $23.9M | Reduce -31.4% |
| SIBN Si-Bone Inc. | 1.06% | 1,739,097 | $22.0M | Add +97.6% |
| SIMO Silicon Motion Technol-ADR | 1.06% | 195,252 | $21.9M | Reduce -14.8% |
| YSS York Space Systems Inc. | 1.04% | 967,610 | $21.5M | New |
| RBC RBC Bearings Inc. | 1.01% | 38,493 | $20.9M | Reduce -21.1% |
| MTRN Materion Corp. | 1.01% | 144,476 | $20.9M | Add +4.5% |
| APPS Digital Turbine Inc. | 0.99% | 7,112,351 | $20.5M | Add +12.0% |
| CWST Casella Waste Systems Inc. Class A | 0.96% | 250,262 | $19.9M | Reduce -2.9% |
| GTES Gates Industrial Corp. UK Ltd. | 0.85% | 774,604 | $17.5M | Reduce -7.2% |
| GLBE Global-E Online Ltd. | 0.82% | 546,969 | $16.9M | Reduce -54.1% |
| ARLO Arlo Technologies Inc. | 0.81% | 1,169,490 | $16.6M | Add +245.6% |
| ZETA Zeta Global Holdings Corp. Class A | 0.79% | 1,024,487 | $16.3M | Reduce -60.9% |
| TCBI Texas Capital Bancshares Inc. | 0.79% | 171,367 | $16.3M | Reduce -3.9% |
| AMRC Ameresco Inc. Class A | 0.78% | 630,073 | $16.1M | Reduce -25.7% |
| LEU Centrus Energy Corp. Class A | 0.75% | 89,690 | $15.6M | Add +19.2% |
| KIDS Orthopediatrics Corp. | 0.69% | 896,741 | $14.2M | Add +35.1% |
| STRL Sterling Infrastructure Inc. | 0.68% | 34,332 | $14.0M | Reduce -42.0% |
| SN Sharkninja Inc. | 0.67% | 131,738 | $14.0M | Add +16.7% |
| COMP Compass Inc. Class A | 0.67% | 1,885,312 | $13.8M | Reduce -39.9% |
| BLFS Biolife Solutions Inc. | 0.67% | 722,057 | $13.8M | Add +49.7% |
| ALHC Alignment Healthcare Inc. | 0.67% | 780,500 | $13.8M | Add +4.1% |
| UMAC Unusual Machines Inc. | 0.61% | 1,016,454 | $12.6M | Reduce -12.0% |
| AIP Arteris Inc. | 0.57% | 713,077 | $11.7M | Add +201.0% |
| FWRG First Watch Restaurant Group | 0.55% | 1,088,037 | $11.4M | Reduce -25.0% |
| DAVE Dave Inc. | 0.55% | 65,462 | $11.4M | Add +3325.5% |
| IRTC Irhythm Holdings Inc. | 0.55% | 96,022 | $11.3M | Add +567.9% |
| STOK Stoke Therapeutics Inc. | 0.53% | 335,586 | $10.9M | Add +75.3% |
| VKTX Viking Therapeutics Inc. | 0.52% | 332,192 | $10.8M | Add +41.0% |
| TOST Toast Inc. Class A | 0.51% | 399,067 | $10.6M | Reduce -61.5% |
| LASR Nlight Inc. | 0.51% | 185,271 | $10.6M | New |
| RGEN Repligen Corp. | 0.50% | 86,953 | $10.2M | Add +20.8% |
| HQY Healthequity Inc. | 0.49% | 122,099 | $10.2M | Add +34.1% |
| CELC Celcuity Inc. | 0.49% | 88,833 | $10.1M | Add +2.1% |
| STEP Stepstone Group Inc. Class A | 0.49% | 211,626 | $10.1M | Reduce -26.7% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.49% | 209,256 | $10.1M | Reduce -33.8% |
| UTI Universal Technical Institut | 0.42% | 242,393 | $8.8M | Reduce -44.8% |
| CHYM Chime Financial Inc. Class A | 0.40% | 446,152 | $8.4M | Add +285.4% |
| PHR Phreesia Inc. | 0.40% | 987,607 | $8.3M | Reduce -58.8% |
| ENVX Enovix Corp. | 0.40% | 1,589,586 | $8.2M | Reduce -19.1% |
| JBTM JBT Marel Corp. | 0.39% | 63,212 | $8.1M | Add +1.9% |
| SRRK Scholar Rock Holding Corp. | 0.37% | 156,314 | $7.7M | Add +1.7% |
| ACHR Archer Aviation Inc. Class A | 0.37% | 1,480,746 | $7.7M | Reduce -13.6% |
| BBIO Bridgebio Pharma Inc. | 0.37% | 102,911 | $7.6M | Add +1.1% |
| LPTH Lightpath Technologies Inc. Class A | 0.37% | 753,621 | $7.6M | Add +14.9% |
| AVAV Aerovironment Inc. | 0.36% | 40,736 | $7.5M | New |
| SNDX Syndax Pharmaceuticals Inc. | 0.35% | 306,321 | $7.2M | Reduce -16.5% |
| MEC Mayville Engineering Co. Inc. | 0.34% | 387,470 | $7.0M | Add +44.7% |
| CHEF The Chefs' Warehouse Inc. | 0.33% | 114,599 | $6.8M | Add +66.5% |
| ALGM Allegro Microsystems Inc. | 0.33% | 215,001 | $6.8M | Add +139.3% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.33% | 77,709 | $6.8M | Add +45.4% |
| IMNM Immunome Inc. | 0.32% | 307,021 | $6.7M | Reduce -29.4% |
| MP MP Materials Corp. | 0.32% | 138,658 | $6.7M | Add +8.0% |
| LIND Lindblad Expeditions Holding | 0.32% | 385,383 | $6.7M | Add +11.5% |
| VECO Veeco Instruments Inc. | 0.32% | 192,731 | $6.5M | Reduce -13.7% |
| WSC Willscot Holdings Corp. | 0.32% | 375,784 | $6.5M | Add +26.2% |
| CSGP Costar Group Inc. | 0.31% | 161,047 | $6.5M | Add +75.2% |
| LIFE Ethos Technologies Inc. Class-A | 0.31% | 580,595 | $6.5M | New |
| BETA Beta Technologies Inc. Class A | 0.31% | 431,958 | $6.3M | Reduce -1.5% |
| EWTX Edgewise Therapeutics Inc. | 0.31% | 200,843 | $6.3M | Reduce -13.5% |
| APGE Apogee Therapeutics Inc. | 0.31% | 75,086 | $6.3M | Reduce -20.7% |
| ZYME Zymeworks Inc. | 0.30% | 250,773 | $6.3M | Add +11.8% |
| WGS Genedx Holdings Corp. | 0.30% | 96,605 | $6.2M | Add +212.5% |
| FROG Jfrog Ltd. | 0.30% | 130,103 | $6.1M | Reduce -13.6% |
| OWLT Owlet Inc. | 0.29% | 1,186,655 | $6.1M | Add +72.8% |
| XENE Xenon Pharmaceuticals Inc. | 0.29% | 104,478 | $6.1M | Add +12.6% |
| IMVT Immunovant Inc. | 0.29% | 244,430 | $6.1M | Add +6.2% |
| CCOI Cogent Communications Holdin | 0.29% | 317,447 | $6.0M | Add +46.3% |
| NTNX Nutanix Inc. Class A | 0.29% | 156,318 | $5.9M | Add +2.8% |
| CALY Callaway Golf Company | 0.28% | 422,920 | $5.9M | New |
| LSCC Lattice Semiconductor Corp. | 0.28% | 63,054 | $5.8M | Add +6.1% |
| RDNT Radnet Inc. | 0.28% | 104,282 | $5.8M | New |
| NPKI NPK International Inc. | 0.28% | 401,658 | $5.8M | Reduce -30.8% |
| KNSL Kinsale Capital Group Inc. | 0.27% | 16,516 | $5.6M | Reduce -16.1% |
| CECO Ceco Environmental Corp. | 0.27% | 92,728 | $5.5M | Reduce -14.8% |
| FN Fabrinet | 0.26% | 10,431 | $5.4M | Reduce -12.2% |
| XERS Xeris Biopharma Holdings Inc. | 0.26% | 921,854 | $5.3M | Reduce -24.6% |
Portfolio Sells Q4 2025 → Q1 2026
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −2.62 |
| GENI Genius Sports Ltd. | Reduce -31.4% | 1.15% | −2.55 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -60.9% | 0.79% | −1.49 |
| PHR Phreesia Inc. | Reduce -58.8% | 0.40% | −1.34 |
| CLBT Cellebrite Di Ltd. | Reduce -43.1% | 1.16% | −1.20 |
| GLBE Global-E Online Ltd. | Reduce -54.1% | 0.82% | −1.19 |
| TOST Toast Inc. Class A | Reduce -61.5% | 0.51% | −1.07 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.84 |
| WLTH Wealthfront Corp. | Sold out | 0.00% | −0.81 |
| COMP Compass Inc. Class A | Reduce -39.9% | 0.67% | −0.75 |
| MGNI Magnite Inc. | Reduce -18.1% | 1.47% | −0.70 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.65 |
| SRAD Sportradar Group AG-A | Reduce -13.8% | 1.17% | −0.53 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.45 |
| TRNS Transcat Inc. | Reduce -96.9% | 0.02% | −0.44 |
| STKL Sunopta Inc. | Sold out | 0.00% | −0.43 |
| FWRG First Watch Restaurant Group | Reduce -25.0% | 0.55% | −0.39 |
| LTH Life Time Group Holdings Inc. | Reduce -27.7% | 1.56% | −0.32 |
| CRDO Credo Technology Group Holdi | Reduce -38.9% | 0.25% | −0.31 |
| STEP Stepstone Group Inc. Class A | Reduce -26.7% | 0.49% | −0.30 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.30 |
| LENZ Lenz Therapeutics Inc. | Sold out | 0.00% | −0.30 |
| AMRC Ameresco Inc. Class A | Reduce -25.7% | 0.78% | −0.29 |
| AZTA Azenta Inc. | Reduce -80.0% | 0.04% | −0.25 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.25 |
| CVLT Commvault Systems Inc. | Sold out | 0.00% | −0.24 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.24 |
| BETA Beta Technologies Inc. Class A | Reduce -1.5% | 0.31% | −0.22 |
| BELFB Bel Fuse Inc. Class B | Sold out | 0.00% | −0.22 |
| ENVX Enovix Corp. | Reduce -19.1% | 0.40% | −0.22 |
| ACHR Archer Aviation Inc. Class A | Reduce -13.6% | 0.37% | −0.18 |
| SLAB Silicon Laboratories Inc. | Sold out | 0.00% | −0.18 |
| CERT Certara Inc. | Sold out | 0.00% | −0.17 |
| RCUS Arcus Biosciences Inc. | Sold out | 0.00% | −0.17 |
| XERS Xeris Biopharma Holdings Inc. | Reduce -24.6% | 0.26% | −0.15 |
| RVMD Revolution Medicines Inc. | Reduce -57.1% | 0.20% | −0.14 |
| SHLS Shoals Technologies Group -A | Sold out | 0.00% | −0.13 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −0.13 |
| CWST Casella Waste Systems Inc. Class A | Reduce -2.9% | 0.96% | −0.12 |
| VRNS Varonis Systems Inc. | Sold out | 0.00% | −0.12 |
| FROG Jfrog Ltd. | Reduce -13.6% | 0.30% | −0.11 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.11 |
| RDW Redwire Corp. | Sold out | 0.00% | −0.10 |
| EYPT Eyepoint Inc. | Reduce -19.0% | 0.19% | −0.10 |
| STRL Sterling Infrastructure Inc. | Reduce -42.0% | 0.68% | −0.10 |
| WEAV Weave Communications Inc. | Sold out | 0.00% | −0.09 |
| TALK Talkspace Inc. | Sold out | 0.00% | −0.09 |
| SLNO Soleno Therapeutics Inc. | Reduce -16.6% | 0.19% | −0.09 |
| AGYS Agilysys Inc. | Reduce -11.3% | 0.13% | −0.09 |
| ANAB Anaptysbio Inc. | Reduce -47.4% | 0.18% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| FPS Forgent Power Solutions Class A | New | 2.93% | +2.93 |
| MOD Modine Manufacturing Co. | Add +15.7% | 3.96% | +2.09 |
| NXT Nextpower Inc. | Add +10.3% | 2.47% | +1.04 |
| YSS York Space Systems Inc. | New | 1.04% | +1.04 |
| TTMI TTM Technologies | Add +32.4% | 1.54% | +0.81 |
| QXO Qxo Inc. | Add +88.8% | 1.42% | +0.76 |
| ONTO Onto Innovation Inc. | Add +1.0% | 1.97% | +0.64 |
| CAVA Cava Group Inc. | Add +31.7% | 1.19% | +0.61 |
| ARLO Arlo Technologies Inc. | Add +245.6% | 0.81% | +0.60 |
| INDI Indie Semiconductor Inc. Class A | Add +17.8% | 3.16% | +0.56 |
| VCTR Victory Capital Holding - A | Add +1.1% | 3.44% | +0.54 |
| DAVE Dave Inc. | Add +3325.5% | 0.55% | +0.53 |
| LASR Nlight Inc. | New | 0.51% | +0.51 |
| IRTC Irhythm Holdings Inc. | Add +567.9% | 0.55% | +0.44 |
| AIP Arteris Inc. | Add +201.0% | 0.57% | +0.41 |
| FIGR Figure Technology Solut Class A | Add +40.5% | 1.54% | +0.37 |
| AVAV Aerovironment Inc. | New | 0.36% | +0.36 |
| SIBN Si-Bone Inc. | Add +97.6% | 1.06% | +0.32 |
| LIFE Ethos Technologies Inc. Class-A | New | 0.31% | +0.31 |
| CALY Callaway Golf Company | New | 0.28% | +0.28 |
| RDNT Radnet Inc. | New | 0.28% | +0.28 |
| CHYM Chime Financial Inc. Class A | Add +285.4% | 0.40% | +0.28 |
| MTRN Materion Corp. | Add +4.5% | 1.01% | +0.28 |
| STOK Stoke Therapeutics Inc. | Add +75.3% | 0.53% | +0.27 |
| ALGM Allegro Microsystems Inc. | Add +139.3% | 0.33% | +0.23 |
| MASS 908 Devices Inc. | Add +662.6% | 0.21% | +0.19 |
| KIDS Orthopediatrics Corp. | Add +35.1% | 0.69% | +0.18 |
| ROG Rogers Corp. | New | 0.17% | +0.17 |
| VKTX Viking Therapeutics Inc. | Add +41.0% | 0.52% | +0.17 |
| BLFS Biolife Solutions Inc. | Add +49.7% | 0.67% | +0.17 |
| CDNL Cardinal Infrastructure GR-A | New | 0.16% | +0.16 |
| VIAV Viavi Solutions Inc. | New | 0.15% | +0.15 |
| CHEF The Chefs' Warehouse Inc. | Add +66.5% | 0.33% | +0.15 |
| DOCN Digitalocean Holdings Inc. | New | 0.14% | +0.14 |
| PTGX Protagonist Therapeutics Inc. | New | 0.14% | +0.14 |
| HQY Healthequity Inc. | Add +34.1% | 0.49% | +0.14 |
| SN Sharkninja Inc. | Add +16.7% | 0.67% | +0.13 |
| WGS Genedx Holdings Corp. | Add +212.5% | 0.30% | +0.13 |
| GNRC Generac Holdings Inc. | New | 0.12% | +0.12 |
| MEC Mayville Engineering Co. Inc. | Add +44.7% | 0.34% | +0.12 |
| RMBS Rambus Inc. | Add +5.5% | 1.17% | +0.12 |
| CELC Celcuity Inc. | Add +2.1% | 0.49% | +0.12 |
| XENE Xenon Pharmaceuticals Inc. | Add +12.6% | 0.29% | +0.12 |
| NEOG Neogen Corp. | New | 0.11% | +0.11 |
| LIND Lindblad Expeditions Holding | Add +11.5% | 0.32% | +0.11 |
| BBOT Bridgebio Oncology Therapeut | New | 0.10% | +0.10 |
| LSCC Lattice Semiconductor Corp. | Add +6.1% | 0.28% | +0.10 |
| CCOI Cogent Communications Holdin | Add +46.3% | 0.29% | +0.09 |
| MLTX Moonlake Immunotherapeutics | Add +11.2% | 0.20% | +0.09 |
| WRBY Warby Parker Inc. Class A | New | 0.08% | +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 |