Granahan Investment Management, LLC

Name: Granahan Investment Management, LLC 13F holdings, Q2 2026
Creator: Granahan Investment Management, LLC
Published: 2026-08-14

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
FOUR SHIFT4 Payments Inc. Class A	0.23%	132,151	$6.4M	New
CYRX Cryoport Inc.	0.23%	403,919	$6.3M	Add +74.8%
MLTX Moonlake Immunotherapeutics	0.22%	313,884	$6.1M	Add +42.3%
PTGX Protagonist Therapeutics Inc.	0.22%	49,809	$6.1M	Add +81.8%
MASS 908 Devices Inc.	0.21%	692,092	$6.0M	Reduce -0.4%
GRBK Green Brick Partners Inc.	0.21%	75,201	$6.0M	New
KNSL Kinsale Capital Group Inc.	0.21%	17,983	$5.9M	Add +8.9%
MAMA Mama's Creations Inc.	0.21%	330,072	$5.9M	New
VKTX Viking Therapeutics Inc.	0.21%	148,044	$5.8M	Reduce -55.4%
AEIS Advanced Energy Industries	0.20%	15,412	$5.7M	New
CORZ Core Scientific Inc.	0.19%	208,725	$5.3M	Reduce -23.4%
ONT Onterris Inc.	0.19%	259,703	$5.2M	Add +7.4%
ANAB Anaptysbio Inc.	0.18%	75,962	$5.1M	Add +14.8%
NVMI Nova Ltd.	0.18%	9,093	$4.9M	Add +13.9%
SG Sweetgreen Inc. Class A	0.18%	559,643	$4.9M	Add +97.3%
LIND Lindblad Expeditions Holding	0.17%	173,876	$4.9M	Reduce -54.9%
ORKA Oruka Therapeutics Inc.	0.17%	51,038	$4.9M	New
TRAX First Tracks Biotherapeutics	0.17%	238,304	$4.8M	New
BBNX Beta Bionics Inc.	0.17%	299,632	$4.7M	Add +20.6%
CDNL Cardinal Infrastructure GR-A	0.16%	47,947	$4.5M	Reduce -41.9%
EXLS Exlservice Holdings Inc.	0.16%	174,094	$4.5M	Add +176.0%
APGE Apogee Therapeutics Inc.	0.16%	33,889	$4.5M	Reduce -54.9%
BBOT Bridgebio Oncology Therapeut	0.15%	558,526	$4.3M	Add +141.7%
CCOI Cogent Communications Holdin	0.15%	302,653	$4.2M	Reduce -4.7%
FRPT Freshpet Inc.	0.13%	62,709	$3.7M	New
BWXT BWX Technologies Inc.	0.13%	18,976	$3.7M	Add +29.1%
NPKI NPK International Inc.	0.13%	221,224	$3.5M	Reduce -44.9%
CYTK Cytokinetics Inc.	0.12%	40,247	$3.4M	Reduce -44.5%
SILC Silicom Ltd.	0.12%	68,454	$3.3M	New
VIAV Viavi Solutions Inc.	0.11%	65,711	$3.1M	Reduce -31.4%
LMRI Lumexa Imaging Holdings Inc.	0.11%	263,156	$3.0M	New
SPIR Spire Global Inc.	0.11%	159,131	$3.0M	New
ROG Rogers Corp.	0.10%	17,146	$2.8M	Reduce -47.8%
SRTA Strata Critical Medical Inc.	0.09%	503,005	$2.7M	New
WRBY Warby Parker Inc. Class A	0.09%	87,356	$2.7M	Add +6.6%
ENPH Enphase Energy Inc.	0.09%	53,750	$2.6M	New
BOOT Boot Barn Holdings Inc.	0.08%	13,283	$2.2M	Reduce -62.5%
EYPT Eyepoint Inc.	0.08%	149,387	$2.1M	Reduce -49.7%
TRVG Trivago NV - ADR	0.07%	362,513	$2.0M	New
UAMY United States Antimony Corp.	0.06%	229,474	$1.7M	Add +5.2%
LEU Centrus Energy Corp. Class A	0.05%	8,902	$1.5M	Reduce -90.1%
ACHR Archer Aviation Inc. Class A	0.04%	226,407	$1.1M	Reduce -84.7%
TRNS Transcat Inc.	0.02%	7,467	$693K	Add +25.7%
AMRC Ameresco Inc. Class A	0.02%	23,622	$652K	Reduce -96.3%
ADTN Adtran Holdings Inc.	0.02%	44,758	$622K	Add +45.4%
ELVA Electrovaya Inc.	0.02%	47,200	$496K	Reduce -76.4%
ENVX Enovix Corp.	0.02%	79,900	$485K	Reduce -95.0%
UTI Universal Technical Institut	0.01%	8,709	$372K	Reduce -96.4%
CEVA Ceva Inc.	0.01%	6,985	$329K	Reduce -76.9%
NSLR Neostellar Capital Corp. filed as SURO CAPITAL CORP	0.01%	21,549	$270K	No change

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