Granahan Investment Management, LLC
Q2 2026 13F filing
Updated 27 days ago150 disclosed positions worth $2.8B
Full holdings
Every line item disclosed in 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%) |
| 21 | C CWST CASELLA WASTE SYS INC | $42.3M | 436.3K | 1.51% | Added(+74.3%) |
| 22 | ? N/A QXO INC | $40.2M | 2.33M | 1.43% | Added(+54.2%) |
| 23 | G GNRC GENERAC HLDGS INC | $36M | 122.9K | 1.28% | Added(+829.9%) |
| 24 | Z ZETA ZETA GLOBAL HOLDINGS CORP | $34.6M | 1.76M | 1.23% | Added(+71.6%) |
| 25 | K KRNT KORNIT DIGITAL LTD | $34.4M | 2.12M | 1.23% | Trimmed(-7.8%) |
| 26 | T TWST TWIST BIOSCIENCE CORP | $32.4M | 314.9K | 1.15% | — |
| 27 | ? N/A DAVE INC | $31.6M | 84.9K | 1.13% | Added(+29.7%) |
| 28 | S SIBN SI BONE INC | $31.5M | 1.93M | 1.12% | Added(+11.1%) |
| 29 | F FROG JFROG LTD | $27.2M | 299.7K | 0.97% | Added(+130.3%) |
| 30 | F FGRS FIGURE TECHNOLOGY SOLUTIO | $25.9M | 842.3K | 0.92% | Trimmed(-9.9%) |
| 31 | C CLBT CELLEBRITE DI LTD | $24.3M | 1.66M | 0.86% | Trimmed(-4.5%) |
| 32 | G GTES GATES INDL CORP PLC | $23.6M | 843.4K | 0.84% | Added(+8.9%) |
| 33 | G GLBE GLOBAL E ONLINE LTD | $22M | 633.3K | 0.78% | Added(+15.8%) |
| 34 | G GRAL GRAIL INC | $21.9M | 321.2K | 0.78% | Added(+547.2%) |
| 35 | R RBC RBC BEARINGS INC | $21.9M | 34.0K | 0.78% | Trimmed(-11.6%) |
| 36 | C CAVA CAVA GROUP INC | $20.8M | 265.4K | 0.74% | Trimmed(-12.7%) |
| 37 | K KIDS ORTHOPEDIATRICS CORP | $20.8M | 1.09M | 0.74% | Added(+21.1%) |
| 38 | M MTRN MATERION CORP | $20.8M | 69.8K | 0.74% | Trimmed(-51.7%) |
| 39 | D DSGX DESCARTES SYS GROUP INC | $20.6M | 297.3K | 0.73% | Added(+438.0%) |
| 40 | Q QNT QUANTINUUM INC | $19.1M | 233.5K | 0.68% | — |
| 41 | T TOST TOAST INC | $19.1M | 685.8K | 0.68% | Added(+71.8%) |
| 42 | T TCBIO TEXAS CAP BANCSHARES INC | $19M | 184.1K | 0.68% | Added(+7.4%) |
| 43 | S SN SHARKNINJA INC | $18.9M | 124.3K | 0.67% | Trimmed(-5.7%) |
| 44 | C CELC CELCUITY INC | $18.7M | 179.1K | 0.67% | Added(+101.6%) |
| 45 | V VFC UNUSUAL MACHS INC | $18.5M | 829.3K | 0.66% | Trimmed(-18.4%) |
| 46 | F FWRG FIRST WATCH RESTAURANT GROUP | $17.6M | 1.36M | 0.63% | Added(+25.4%) |
| 47 | N NTNX NUTANIX INC | $17.2M | 336.9K | 0.61% | Added(+115.5%) |
| 48 | L LASR NLIGHT INC | $16.5M | 237.0K | 0.59% | Added(+27.9%) |
| 49 | V VECO VEECO INSTRS INC DEL | $15.5M | 204.8K | 0.55% | Added(+6.3%) |
| 50 | S STOK STOKE THERAPEUTICS INC | $15.1M | 461.6K | 0.54% | Added(+37.5%) |