Funds › Granahan Investment Management, LLC
Granahan Investment Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 150 positions worth $2.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$2.8B
+$739.0M (35.7%) vs Q1 2026
Positions
150
149 in Q1 2026
Top 10 share
34.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | PRCH Porch Group, Inc. | 12.39M | $186.4M | 6.6% | -2.2% | 13F ↗ |
| 2 | SIMO Silicon Motion Technology Corporation · ADR | 445,752 | $148.6M | 5.3% | +128% | 13F ↗ |
| 3 | FPS Forgent Power Solutions, Inc. | 1.81M | $101.0M | 3.6% | -12.7% | 13F ↗ |
| 4 | INDI indie Semiconductor, Inc. | 19.42M | $87.2M | 3.1% | -4.3% | 13F ↗ |
| 5 | VCTR Victory Capital Holdings, Inc. | 1.02M | $85.3M | 3.0% | -6.6% | 13F ↗ |
| 6 | FTAI FTAI Aviation Ltd. | 293,722 | $79.5M | 2.8% | -13.7% | 13F ↗ |
| 7 | Marex Group plc | 1.25M | $76.4M | 2.7% | +2.5% | 13F ↗ |
| 8 | MOD Modine Manufacturing Company | 263,572 | $70.4M | 2.5% | -30.2% | 13F ↗ |
| 9 | CRS Carpenter Technology Corporation | 96,981 | $59.8M | 2.1% | -59.5% | 13F ↗ |
| 10 | NXT Nextpower Inc. | 495,938 | $59.1M | 2.1% | +16.8% | 13F ↗ |
| 11 | MGNI Magnite, Inc. | 3.08M | $58.5M | 2.1% | +20.7% | 13F ↗ |
| 12 | AXON Axon Enterprise, Inc. | 96,829 | $54.3M | 1.9% | +6.8% | 13F ↗ |
| 13 | ONTO Onto Innovation Inc. | 141,568 | $53.6M | 1.9% | -28.8% | 13F ↗ |
| 14 | TTMI TTM Technologies, Inc. | 269,330 | $50.4M | 1.8% | -17.7% | 13F ↗ |
| 15 | LGND Ligand Pharmaceuticals Incorporated | 147,231 | $46.5M | 1.7% | +509% | 13F ↗ |
| 16 | KRUS Kura Sushi USA, Inc. | 801,969 | $46.2M | 1.6% | +31.9% | 13F ↗ |
| 17 | RGEN Repligen Corporation | 332,271 | $45.3M | 1.6% | +282% | 13F ↗ |
| 18 | APPS Digital Turbine, Inc. | 3.49M | $45.1M | 1.6% | -50.9% | 13F ↗ |
| 19 | LTH Life Time Group Holdings, Inc. | 1.08M | $44.3M | 1.6% | -9.7% | 13F ↗ |
| 20 | GENI Genius Sports Limited | 7.02M | $42.6M | 1.5% | +30.5% | 13F ↗ |
| 21 | CWST Casella Waste Systems, Inc. | 436,289 | $42.3M | 1.5% | +74.3% | 13F ↗ |
| 22 | QXO QXO, Inc. | 2.33M | $40.2M | 1.4% | +54.2% | 13F ↗ |
| 23 | GNRC Generac Holdlings Inc. | 122,872 | $36.0M | 1.3% | +830% | 13F ↗ |
| 24 | ZETA Zeta Global Holdings Corp. | 1.76M | $34.6M | 1.2% | +71.6% | 13F ↗ |
| 25 | KRNT Kornit Digital Ltd. | 2.12M | $34.4M | 1.2% | -7.8% | 13F ↗ |
| 26 | TWST Twist Bioscience Corporation | 314,882 | $32.4M | 1.2% | New | 13F ↗ |
| 27 | DAVE Dave Inc. | 84,897 | $31.6M | 1.1% | +29.7% | 13F ↗ |
| 28 | SIBN SI-BONE, Inc. | 1.93M | $31.5M | 1.1% | +11.0% | 13F ↗ |
| 29 | FROG JFrog Ltd. | 299,683 | $27.2M | 1.0% | +130% | 13F ↗ |
| 30 | FIGR Figure Technology Solutions, Inc. | 842,306 | $25.9M | 0.9% | -10.0% | 13F ↗ |
| 31 | CLBT Cellebrite DI Ltd. | 1.66M | $24.3M | 0.9% | -4.5% | 13F ↗ |
| 32 | Gates Industrial Corp plc | 843,441 | $23.6M | 0.8% | +8.9% | 13F ↗ |
| 33 | GLBE Global-E Online Ltd. | 633,327 | $22.0M | 0.8% | +15.8% | 13F ↗ |
| 34 | GRAL GRAIL, Inc. | 321,176 | $21.9M | 0.8% | +547% | 13F ↗ |
| 35 | RBC RBC Bearings Incorporated | 34,017 | $21.9M | 0.8% | -11.6% | 13F ↗ |
| 36 | CAVA CAVA Group, Inc. | 265,411 | $20.8M | 0.7% | -12.7% | 13F ↗ |
| 37 | KIDS OrthoPediatrics Corp. | 1.09M | $20.8M | 0.7% | +21.1% | 13F ↗ |
| 38 | MTRN Materion Corporation | 69,793 | $20.8M | 0.7% | -51.7% | 13F ↗ |
| 39 | DSGX The Descartes Systems Group Inc. | 297,257 | $20.6M | 0.7% | +438% | 13F ↗ |
| 40 | QNT Quantinuum Inc. | 233,540 | $19.1M | 0.7% | New | 13F ↗ |
| 41 | TOST Toast, Inc. | 685,751 | $19.1M | 0.7% | +71.8% | 13F ↗ |
| 42 | TCBI Texas Capital Bancshares, Inc. | 184,087 | $19.0M | 0.7% | +7.4% | 13F ↗ |
| 43 | SN SharkNinja, Inc. | 124,271 | $18.9M | 0.7% | -5.7% | 13F ↗ |
| 44 | CELC Celcuity Inc. | 179,053 | $18.7M | 0.7% | +102% | 13F ↗ |
| 45 | UMAC Unusual Machines, Inc. | 829,328 | $18.5M | 0.7% | -18.4% | 13F ↗ |
| 46 | FWRG First Watch Restaurant Group, Inc. | 1.36M | $17.6M | 0.6% | +25.3% | 13F ↗ |
| 47 | NTNX Nutanix, Inc. | 336,852 | $17.2M | 0.6% | +115% | 13F ↗ |
| 48 | LASR nLIGHT, Inc. | 236,991 | $16.5M | 0.6% | +27.9% | 13F ↗ |
| 49 | VECO Veeco Instruments Inc. | 204,837 | $15.5M | 0.6% | +6.3% | 13F ↗ |
| 50 | STOK Stoke Therapeutics, Inc. | 461,608 | $15.1M | 0.5% | +37.6% | 13F ↗ |
Showing the top 50 of 150 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
22 new, 66 added to, 61 trimmed, 21 exited, 1 unchanged. By estimated dollars.
New positions (22)
| TWST Twist Bioscience Corporation | 314,882 | New | $32.4M |
| QNT Quantinuum Inc. | 233,540 | New | $19.1M |
| ARXS Arxis, Inc. | 241,183 | New | $11.1M |
| DYN Dyne Therapeutics, Inc. | 338,565 | New | $7.5M |
| ATEX Anterix Inc. | 72,121 | New | $7.4M |
| SYRE Spyre Therapeutics, Inc. | 82,991 | New | $7.4M |
| GWRE Guidewire Software, Inc. | 58,689 | New | $7.2M |
| KRMN Karman Holdings Inc. | 144,544 | New | $7.2M |
| EVLV Evolv Technologies Holdings, Inc. | 1.24M | New | $7.2M |
| FOUR Shift4 Payments, Inc. | 132,151 | New | $6.4M |
Added to (66)
| SIMO Silicon Motion Technology Corporation · ADR | 445,752 | +128% | $83.5M |
| LGND Ligand Pharmaceuticals Incorporated | 147,231 | +509% | $38.9M |
| RGEN Repligen Corporation | 332,271 | +282% | $33.5M |
| GNRC Generac Holdlings Inc. | 122,872 | +830% | $32.1M |
| GRAL GRAIL, Inc. | 321,176 | +547% | $18.5M |
| CWST Casella Waste Systems, Inc. | 436,289 | +74.3% | $18.0M |
| DSGX The Descartes Systems Group Inc. | 297,257 | +438% | $16.8M |
| FROG JFrog Ltd. | 299,683 | +130% | $15.4M |
| ZETA Zeta Global Holdings Corp. | 1.76M | +71.6% | $14.4M |
| QXO QXO, Inc. | 2.33M | +54.2% | $14.1M |
Trimmed (61)
| CRS Carpenter Technology Corporation | 96,981 | -59.5% | -$87.9M |
| APPS Digital Turbine, Inc. | 3.49M | -50.9% | -$46.7M |
| MOD Modine Manufacturing Company | 263,572 | -30.2% | -$30.4M |
| RMBS Rambus, Inc. | 66,245 | -76.4% | -$28.4M |
| AIP Arteris, Inc. | 160,415 | -77.5% | -$26.9M |
| MTRN Materion Corporation | 69,793 | -51.7% | -$22.2M |
| ONTO Onto Innovation Inc. | 141,568 | -28.8% | -$21.6M |
| AMRC Ameresco, Inc. | 23,622 | -96.3% | -$16.7M |
| FPS Forgent Power Solutions, Inc. | 1.81M | -12.7% | -$14.7M |
| LEU Centrus Energy Corp. | 8,902 | -90.1% | -$13.6M |
Exited (21)
| FIX Comfort Systems USA, Inc. | 26,027 | Exited | -$35.9M |
| SMTC Semtech Corporation | 370,642 | Exited | -$28.5M |
| SRAD Sportradar Group AG · Equities | 1.44M | Exited | -$24.1M |
| STRL Sterling Infrastructure, Inc. | 34,332 | Exited | -$14.0M |
| COMP Compass, Inc. | 1.89M | Exited | -$13.8M |
| STEP StepStone Group Inc. | 211,626 | Exited | -$10.1M |
| PHR Phreesia, Inc. | 987,607 | Exited | -$8.3M |
| CSGP CoStar Group, Inc. | 161,047 | Exited | -$6.5M |
| LIFE Ethos Technologies Inc. | 580,595 | Exited | -$6.5M |
| WGS GeneDx Holdings Corp. | 96,605 | Exited | -$6.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer