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Granahan Investment Management, LLC
hedge fundUpdated 27 days agoManaged by Granahan Investment Management, Llc • Latest filing Q2 2026
Portfolio value
$2.8B
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-1.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $2.9B |
| Q3 2022 | $3.1B |
| Q4 2022 | $3.3B |
| Q1 2023 | $3.3B |
| Q2 2023 | $3.2B |
| Q3 2023 | $2.8B |
| Q4 2023 | $3B |
| Q1 2024 | $2.8B |
| Q2 2024 | $2.5B |
| Q3 2024 | $2.5B |
| Q4 2024 | $2.4B |
| Q1 2025 | $2B |
| Q2 2025 | $2.5B |
| Q3 2025 | $2.4B |
| Q4 2025 | $2.3B |
| Q1 2026 | $2.1B |
| Q2 2026 | $2.8B |
Top holdings
150 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PLPC PORCH GROUP INC | $186.4M | 12.39M | 6.64% | Trimmed(-2.2%) |
| 2 | S SIMO SILICON MOTION TECHNOLOGY CO | $148.6M | 445.8K | 5.29% | Added(+128.3%) |
| 3 | F FPS FORGENT POWER SOLUTIONS INC | $101M | 1.81M | 3.60% | Trimmed(-12.7%) |
| 4 | I INDI INDIE SEMICONDUCTOR INC | $87.2M | 19.42M | 3.11% | Trimmed(-4.3%) |
| 5 | V VCTR VICTORY CAP HLDGS INC DEL | $85.3M | 1.02M | 3.04% | Trimmed(-6.6%) |
| 6 | F FTAIM FTAI AVIATION LTD | $79.5M | 293.7K | 2.83% | Trimmed(-13.7%) |
| 7 | M MRX MAREX GROUP PLC | $76.4M | 1.25M | 2.72% | Added(+2.5%) |
| 8 | M MOD MODINE MFG CO | $70.4M | 263.6K | 2.51% | Trimmed(-30.2%) |
| 9 | C CRS CARPENTER TECHNOLOGY CORP | $59.8M | 97.0K | 2.13% | Trimmed(-59.5%) |
| 10 | N NXT NEXTPOWER INC | $59.1M | 495.9K | 2.11% | Added(+16.9%) |
| 11 | M MX MAGNITE INC | $58.5M | 3.08M | 2.09% | Added(+20.8%) |
| 12 | A AXON AXON ENTERPRISE INC | $54.3M | 96.8K | 1.93% | Added(+6.8%) |
| 13 | O ONTO ONTO INNOVATION INC | $53.6M | 141.6K | 1.91% | Trimmed(-28.8%) |
| 14 | T TTMI TTM TECHNOLOGIES INC | $50.4M | 269.3K | 1.79% | Trimmed(-17.8%) |
| 15 | L LGNYZ LIGAND PHARMACEUTICALS INC | $46.5M | 147.2K | 1.66% | Added(+509.3%) |
| 16 | K KRUS KURA SUSHI USA INC | $46.2M | 802.0K | 1.64% | Added(+31.9%) |
| 17 | R RGEN REPLIGEN CORP | $45.3M | 332.3K | 1.62% | Added(+282.1%) |
| 18 | ? N/A DIGITAL TURBINE INC | $45.1M | 3.49M | 1.61% | Trimmed(-50.9%) |
| 19 | L LTH LIFE TIME GROUP HOLDINGS INC | $44.3M | 1.08M | 1.58% | Trimmed(-9.7%) |
| 20 | G GENI GENIUS SPORTS LIMITED | $42.6M | 7.02M | 1.52% | Added(+30.5%) |