Holders — by stockHoldings — by fund
Granahan Investment Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001026710
$2.81B
disclosed book value
150
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 100 of 150 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PRCHPORCH GROUP INC | 12.4M | $186.4M | 6.6% |
| 2 | SIMOSILICON MOTION TECHNOLOGY CO | 445,752 | $148.6M | 5.3% |
| 3 | FPSFORGENT POWER SOLUTIONS INC | 1.8M | $101.0M | 3.6% |
| 4 | INDIINDIE SEMICONDUCTOR INC | 19.4M | $87.2M | 3.1% |
| 5 | VCTRVICTORY CAP HLDGS INC DEL | 1.0M | $85.3M | 3% |
| 6 | FTAI AVIATION LTD | 293,722 | $79.5M | 2.8% |
| 7 | MAREX GROUP PLC | 1.3M | $76.4M | 2.7% |
| 8 | MODMODINE MFG CO | 263,572 | $70.4M | 2.5% |
| 9 | CRSCARPENTER TECHNOLOGY CORP | 96,981 | $59.8M | 2.1% |
| 10 | NXTNEXTPOWER INC | 495,938 | $59.1M | 2.1% |
| 11 | MGNIMAGNITE INC | 3.1M | $58.5M | 2.1% |
| 12 | AXONAXON ENTERPRISE INC | 96,829 | $54.3M | 1.9% |
| 13 | ONTOONTO INNOVATION INC | 141,568 | $53.6M | 1.9% |
| 14 | TTMITTM TECHNOLOGIES INC | 269,330 | $50.4M | 1.8% |
| 15 | LGNDLIGAND PHARMACEUTICALS INC | 147,231 | $46.5M | 1.7% |
| 16 | KRUSKURA SUSHI USA INC | 801,969 | $46.2M | 1.6% |
| 17 | RGENREPLIGEN CORP | 332,271 | $45.3M | 1.6% |
| 18 | APPSDIGITAL TURBINE INC | 3.5M | $45.1M | 1.6% |
| 19 | LTHLIFE TIME GROUP HOLDINGS INC | 1.1M | $44.3M | 1.6% |
| 20 | GENIUS SPORTS LIMITED | 7.0M | $42.6M | 1.5% |
| 21 | CWSTCASELLA WASTE SYS INC | 436,289 | $42.3M | 1.5% |
| 22 | QXOQXO INC | 2.3M | $40.2M | 1.4% |
| 23 | GNRCGENERAC HLDGS INC | 122,872 | $36.0M | 1.3% |
| 24 | ZETAZETA GLOBAL HOLDINGS CORP | 1.8M | $34.6M | 1.2% |
| 25 | KORNIT DIGITAL LTD | 2.1M | $34.4M | 1.2% |
| 26 | TWSTTWIST BIOSCIENCE CORP | 314,882 | $32.4M | 1.2% |
| 27 | DAVEDAVE INC | 84,897 | $31.6M | 1.1% |
| 28 | SIBNSI BONE INC | 1.9M | $31.5M | 1.1% |
| 29 | JFROG LTD | 299,683 | $27.2M | 1% |
| 30 | FIGRFIGURE TECHNOLOGY SOLUTIO | 842,306 | $25.9M | 0.9% |
| 31 | CELLEBRITE DI LTD | 1.7M | $24.3M | 0.9% |
| 32 | GATES INDL CORP PLC | 843,441 | $23.6M | 0.8% |
| 33 | GLOBAL E ONLINE LTD | 633,327 | $22.0M | 0.8% |
| 34 | GRALGRAIL INC | 321,176 | $21.9M | 0.8% |
| 35 | RBCRBC BEARINGS INC | 34,017 | $21.9M | 0.8% |
| 36 | CAVACAVA GROUP INC | 265,411 | $20.8M | 0.7% |
| 37 | KIDSORTHOPEDIATRICS CORP | 1.1M | $20.8M | 0.7% |
| 38 | MTRNMATERION CORP | 69,793 | $20.8M | 0.7% |
| 39 | DSGXDESCARTES SYS GROUP INC | 297,257 | $20.6M | 0.7% |
| 40 | QNTQUANTINUUM INC | 233,540 | $19.1M | 0.7% |
| 41 | TOSTTOAST INC | 685,751 | $19.1M | 0.7% |
| 42 | TCBITEXAS CAP BANCSHARES INC | 184,087 | $19.0M | 0.7% |
| 43 | SHARKNINJA INC | 124,271 | $18.9M | 0.7% |
| 44 | CELCCELCUITY INC | 179,053 | $18.7M | 0.7% |
| 45 | UMACUNUSUAL MACHS INC | 829,328 | $18.5M | 0.7% |
| 46 | FWRGFIRST WATCH RESTAURANT GROUP | 1.4M | $17.6M | 0.6% |
| 47 | NTNXNUTANIX INC | 336,852 | $17.2M | 0.6% |
| 48 | LASRNLIGHT INC | 236,991 | $16.5M | 0.6% |
| 49 | VECOVEECO INSTRS INC DEL | 204,837 | $15.5M | 0.6% |
| 50 | STOKSTOKE THERAPEUTICS INC | 461,608 | $15.1M | 0.5% |
| 51 | BLFSBIOLIFE SOLUTIONS INC | 521,430 | $14.7M | 0.5% |
| 52 | AVAVAEROVIRONMENT INC | 86,783 | $14.3M | 0.5% |
| 53 | ARLOARLO TECHNOLOGIES INC | 1.0M | $13.8M | 0.5% |
| 54 | ALGMALLEGRO MICROSYSTEMS INC | 185,461 | $12.9M | 0.5% |
| 55 | MECMAYVILLE ENGR CO INC | 324,108 | $12.1M | 0.4% |
| 56 | CHYMCHIME FINL INC | 583,381 | $11.9M | 0.4% |
| 57 | YSSYORK SPACE SYSTEMS INC | 468,190 | $11.5M | 0.4% |
| 58 | ALKTALKAMI TECHNOLOGY INC | 627,781 | $11.4M | 0.4% |
| 59 | ARXSARXIS INC | 241,183 | $11.1M | 0.4% |
| 60 | DOCNDIGITALOCEAN HLDGS INC | 70,354 | $11.0M | 0.4% |
| 61 | RDNTRADNET INC | 171,637 | $10.6M | 0.4% |
| 62 | JBTMJBT MAREL CORPORATION | 72,356 | $10.5M | 0.4% |
| 63 | IRTCIRHYTHM HOLDINGS INC | 83,903 | $10.0M | 0.4% |
| 64 | AGYSAGILYSYS INC | 94,777 | $9.9M | 0.4% |
| 65 | SNDXSYNDAX PHARMACEUTICALS INC | 446,988 | $9.8M | 0.3% |
| 66 | KINIKSA PHARMACEUTICALS INTL | 151,725 | $9.7M | 0.3% |
| 67 | WSCWILLSCOT HLDGS CORP | 336,172 | $9.7M | 0.3% |
| 68 | OKTAOKTA INC | 68,271 | $9.3M | 0.3% |
| 69 | RYTMRHYTHM PHARMACEUTICALS INC | 83,270 | $9.2M | 0.3% |
| 70 | LPTHLIGHTPATH TECHNOLOGIES INC | 563,045 | $9.2M | 0.3% |
| 71 | OWLTOWLET INC | 1.6M | $9.2M | 0.3% |
| 72 | SRRKSCHOLAR ROCK HLDG CORP | 163,759 | $9.0M | 0.3% |
| 73 | CHEFCHEFS WHSE INC | 93,187 | $9.0M | 0.3% |
| 74 | TSHATAYSHA GENE THERAPIES INC | 1.3M | $8.9M | 0.3% |
| 75 | LSCCLATTICE SEMICONDUCTOR CORP | 57,848 | $8.8M | 0.3% |
| 76 | RMBSRAMBUS INC DEL | 66,245 | $8.8M | 0.3% |
| 77 | HQYHEALTHEQUITY INC | 97,318 | $8.8M | 0.3% |
| 78 | ZYMEZYMEWORKS INC | 336,157 | $8.8M | 0.3% |
| 79 | CECOCECO ENVIRONMENTAL CORP | 94,823 | $8.6M | 0.3% |
| 80 | ALHCALIGNMENT HEALTHCARE INC | 354,973 | $8.5M | 0.3% |
| 81 | MPMP MATERIALS CORP | 148,652 | $8.3M | 0.3% |
| 82 | IMNMIMMUNOME INC | 378,542 | $8.0M | 0.3% |
| 83 | IMVTIMMUNOVANT INC | 206,372 | $8.0M | 0.3% |
| 84 | EWTXEDGEWISE THERAPEUTICS INC | 193,778 | $7.9M | 0.3% |
| 85 | XENEXENON PHARMACEUTICALS INC | 129,443 | $7.8M | 0.3% |
| 86 | AIPARTERIS INC | 160,415 | $7.8M | 0.3% |
| 87 | RGTIRIGETTI COMPUTING INC | 395,177 | $7.6M | 0.3% |
| 88 | DYNDYNE THERAPEUTICS INC | 338,565 | $7.5M | 0.3% |
| 89 | ATEXANTERIX INC | 72,121 | $7.4M | 0.3% |
| 90 | BBIOBRIDGEBIO PHARMA INC | 99,130 | $7.4M | 0.3% |
| 91 | SYRESPYRE THERAPEUTICS INC | 82,991 | $7.4M | 0.3% |
| 92 | GWREGUIDEWIRE SOFTWARE INC | 58,689 | $7.2M | 0.3% |
| 93 | KRMNKARMAN HLDGS INC | 144,544 | $7.2M | 0.3% |
| 94 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 1.2M | $7.2M | 0.3% |
| 95 | IRMDIRADIMED CORP | 74,966 | $7.2M | 0.3% |
| 96 | XERSXERIS BIOPHARMA HOLDINGS INC | 898,753 | $7.1M | 0.3% |
| 97 | BETABETA TECHNOLOGIES INC | 422,493 | $7.1M | 0.3% |
| 98 | NTSKNETSKOPE INC | 607,060 | $6.6M | 0.2% |
| 99 | CRVLCORVEL CORP | 105,569 | $6.6M | 0.2% |
| 100 | CALYCALLAWAY GOLF CO | 342,173 | $6.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.