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

0$1.0B$2.0B$3.0B Q1 2024: $2.8B Q1 2024 Q2 2024: $2.5B Q2 2024 Q3 2024: $2.5B Q3 2024 Q4 2024: $2.4B Q4 2024 Q1 2025: $2.0B Q1 2025 Q2 2025: $2.5B Q2 2025 Q3 2025: $2.4B Q3 2025 Q4 2025: $2.3B Q4 2025 Q1 2026: $2.1B $2.1B Q1 2026 Q2 2026: $2.8B Q2 2026

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%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP 0.26% 241,787 $5.3M Add +21.3%
CRDO Credo Technology Group Holdi 0.25% 56,099 $5.3M Reduce -38.9%
TSEM Tower Semiconductor Ltd. 0.25% 29,902 $5.2M Reduce -47.4%
BOOT Boot Barn Holdings Inc. 0.25% 35,455 $5.2M Reduce -10.2%
LGND Ligand Pharmaceuticals 0.23% 24,165 $4.8M Reduce -7.2%
CYTK Cytokinetics Inc. 0.23% 72,464 $4.8M Reduce -11.8%
RGTI Rigetti Computing Inc. 0.22% 326,721 $4.6M Add +47.7%
NUVL Nuvalent Inc. Class A 0.21% 43,003 $4.4M Add +6.9%
CRVL Corvel Corp. 0.21% 79,896 $4.4M Add +36.2%
MASS 908 Devices Inc. 0.21% 695,070 $4.3M Add +662.6%
IONQ Ionq Inc. 0.20% 146,012 $4.2M Add +36.8%
RVMD Revolution Medicines Inc. 0.20% 42,573 $4.1M Reduce -57.1%
MLTX Moonlake Immunotherapeutics 0.20% 220,600 $4.1M Add +11.2%
CORZ Core Scientific Inc. 0.20% 272,622 $4.1M Reduce -22.3%
ALKT Alkami Technology Inc. 0.19% 252,868 $4.0M Reduce -4.7%
DSGX The Descartes Systems Grp 0.19% 55,253 $4.0M Add +66.2%
TSHA Taysha Gene Therapies Inc. 0.19% 883,241 $3.9M Add +25.5%
SLNO Soleno Therapeutics Inc. 0.19% 114,825 $3.8M Reduce -16.6%
EYPT Eyepoint Inc. 0.19% 297,108 $3.8M Reduce -19.0%
ANAB Anaptysbio Inc. 0.18% 66,182 $3.7M Reduce -47.4%
ROG Rogers Corp. 0.17% 32,869 $3.5M New
NVMI Nova Ltd. 0.17% 7,985 $3.5M Reduce -42.1%
CDNL Cardinal Infrastructure GR-A 0.16% 82,464 $3.3M New
OKTA Okta Inc. 0.16% 40,843 $3.2M Reduce -16.9%
VIAV Viavi Solutions Inc. 0.15% 95,761 $3.2M New
NTSK Netskope Inc. Class A 0.15% 367,578 $3.1M Add +81.5%
BWXT BWX Technologies Inc. 0.15% 14,704 $3.0M Reduce -15.3%
DOCN Digitalocean Holdings Inc. 0.14% 33,699 $2.9M New
PTGX Protagonist Therapeutics Inc. 0.14% 27,391 $2.9M New
AGYS Agilysys Inc. 0.13% 37,500 $2.7M Reduce -11.3%
GNRC Generac Holdings Inc. 0.12% 13,213 $2.6M New
GRAL Grail Inc. 0.12% 49,628 $2.6M Reduce -1.7%
BBNX Beta Bionics Inc. 0.12% 248,449 $2.5M Add +104.9%
NEOG Neogen Corp. 0.11% 250,026 $2.3M New
BBOT Bridgebio Oncology Therapeut 0.10% 231,040 $2.1M New
EXLS Exlservice Holdings Inc. 0.09% 63,086 $1.9M Add +30.9%
CYRX Cryoport Inc. 0.09% 231,138 $1.9M Add +475.0%
UAMY United States Antimony Corp. 0.09% 218,184 $1.9M Reduce -54.5%
WRBY Warby Parker Inc. Class A 0.08% 81,924 $1.7M New
ELVA Electrovaya Inc. 0.08% 200,195 $1.6M Add +2.7%
SG Sweetgreen Inc. Class A 0.07% 283,646 $1.5M New
RCAT Red Cat Holdings Inc. 0.07% 109,603 $1.4M Reduce -17.3%
AZTA Azenta Inc. 0.04% 40,996 $866K Reduce -80.0%
CEVA Ceva Inc. 0.03% 30,260 $565K Add +49.3%
IRMD Iradimed Corp. 0.02% 4,900 $472K Add +0.2%
TRNS Transcat Inc. 0.02% 5,941 $436K Reduce -96.9%
ADTN Adtran Holdings Inc. 0.02% 30,782 $387K Reduce -43.9%
NSLR Neostellar Capital Corp. filed as SURO CAPITAL CORP 0.01% 21,549 $231K No change
TGEN Tecogen Inc./Waltham Ma 0.01% 88,496 $227K Reduce -50.2%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 150$2.8BPRCH, SIMO, FPS, INDI, VCTR
Q1 2026 149$2.1BCRS, PRCH, FTAI, MOD, VCTR
Q4 2025 157$2.3BPRCH, GENI, CRS, FTAI, VCTR
Q3 2025 146$2.4BPRCH, GENI, ODD, MGNI, VCTR
Q2 2025 153$2.5BPRCH, ODD, MGNI, GENI, MRX
Q1 2025 159$2.0BPRCH, GENI, MRX, ODD, VCTR
Q4 2024 180$2.4BAXON, VCTR, INDI, GENI, MRX
Q3 2024 187$2.5BEVH, AXON, ZETA, INDI, TOST
Q2 2024 180$2.5BINDI, ZETA, AXON, MGNI, SPT
Q1 2024 181$2.8BINDI, SPT, AXON, ZETA, EVH