Granahan Investment Management, LLC

Name: Granahan Investment Management, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in WALTHAM, MA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1026710.

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Reported value$2.81bn
Positions150

Holdings: 150 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Granahan Investment Management, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Porch Group IncPRCH	COM	733245104	186	6.6%	12,393,660	Reduced−281,327
Silicon Motion Technology CoSIMO	SPONSORED ADR	82706C108	149	5.3%	445,752	Added+250,500
Forgent Power Solutions IncFPS	COM SHS CL A	34631F102	101	3.6%	1,807,608	Reduced−263,476
Indie Semiconductor IncINDI	CLASS A COM	45569U101	87.2	3.1%	19,419,892	Reduced−863,947
Victory Cap Holdings Inc DelVCTR	COM CL A	92645B103	85.3	3.0%	1,015,343	Reduced−71,972
Ftai Aviation Ltd	SHS	G3730V105	79.5	2.8%	293,722	Reduced−46,595
Marex Group plc	ORD	G5S37H101	76.4	2.7%	1,254,283	Added+30,533
Modine MFG CoMOD	COM	607828100	70.4	2.5%	263,572	Reduced−114,014
Carpenter Technology CorpCRS	COM	144285103	59.8	2.1%	96,981	Reduced−142,488
Nextpower IncNXT	CLASS A COM	65290E101	59.1	2.1%	495,938	Added+71,504
Magnite IncMGNI	COM	55955D100	58.5	2.1%	3,083,211	Added+529,798
Axon Enterprise IncAXON	COM	05464C101	54.3	1.9%	96,829	Added+6,137
Onto Innovation IncONTO	COM	683344105	53.6	1.9%	141,568	Reduced−57,126
TTM Technologies IncTTMI	COM	87305R109	50.4	1.8%	269,330	Reduced−58,104
Ligand Pharmaceuticals IncLGND	COM NEW	53220K504	46.5	1.7%	147,231	Added+123,066
Kura Sushi USA IncKRUS	CL A COM	501270102	46.2	1.6%	801,969	Added+194,052
Repligen CorpRGEN	COM	759916109	45.3	1.6%	332,271	Added+245,318
Digital Turbine IncAPPS	COM NEW	25400W102	45.1	1.6%	3,494,200	Reduced−3,618,151
Life Time Group Holdings IncLTH	COMMON STOCK	53190C102	44.3	1.6%	1,083,587	Reduced−116,896
Genius Sports Limited	SHARES CL A	G3934V109	42.6	1.5%	7,024,330	Added+1,640,568
Casella Waste Sys IncCWST	CL A	147448104	42.3	1.5%	436,289	Added+186,027
QXO IncQXO	COM NEW	82846H405	40.2	1.4%	2,327,662	Added+818,116
Generac Holdings IncGNRC	COM	368736104	36.0	1.3%	122,872	Added+109,659
Zeta Global Holdings CorpZETA	CL A	98956A105	34.6	1.2%	1,758,212	Added+733,725
Kornit Digital Ltd	SHS	M6372Q113	34.4	1.2%	2,119,398	Reduced−179,073
Twist Bioscience CorpTWST	COM	90184D100	32.4	1.2%	314,882	New+314,882
Dave IncDAVE	CLASS A COM NEW	23834J201	31.6	1.1%	84,897	Added+19,435
SI Bone IncSIBN	COM	825704109	31.5	1.1%	1,931,182	Added+192,085
Jfrog Ltd	ORD SHS	M6191J100	27.2	1.0%	299,683	Added+169,580
Figure Technology SolutioFIGR	COM CL A	349381103	25.9	0.9%	842,306	Reduced−93,094
Cellebrite Di Ltd	ORDINARY SHARES	M2197Q107	24.3	0.9%	1,661,163	Reduced−78,481
Gates Indl Corp plc	ORD SHS	G39108108	23.6	0.8%	843,441	Added+68,837
Global E Online Ltd	SHS	M5216V106	22.0	0.8%	633,327	Added+86,358
Grail IncGRAL	COM	384747101	21.9	0.8%	321,176	Added+271,548
RBC Bearings IncRBC	COM	75524B104	21.9	0.8%	34,017	Reduced−4,476
Cava Group IncCAVA	COM	148929102	20.8	0.7%	265,411	Reduced−38,480
Orthopediatrics CorpKIDS	COM	68752L100	20.8	0.7%	1,085,964	Added+189,223
Materion CorpMTRN	COM	576690101	20.8	0.7%	69,793	Reduced−74,683
Descartes Sys Group IncDSGX	COM	249906108	20.6	0.7%	297,257	Added+242,004
Quantinuum IncQNT	CL A COM	74768A104	19.1	0.7%	233,540	New+233,540
Toast IncTOST	CL A	888787108	19.1	0.7%	685,751	Added+286,684
Texas Cap Bancshares IncTCBI	COM	88224Q107	19.0	0.7%	184,087	Added+12,720
Sharkninja Inc	COM SHS	G8068L108	18.9	0.7%	124,271	Reduced−7,467
Celcuity IncCELC	COM	15102K100	18.7	0.7%	179,053	Added+90,220
Unusual Machs IncUMAC	COM SHS	91532F102	18.5	0.7%	829,328	Reduced−187,126
First Watch Restaurant GroupFWRG	COM	33748L101	17.6	0.6%	1,363,852	Added+275,815
Nutanix IncNTNX	CL A	67059N108	17.2	0.6%	336,852	Added+180,534
Nlight IncLASR	COM	65487K100	16.5	0.6%	236,991	Added+51,720
Veeco Instrs Inc DelVECO	COM	922417100	15.5	0.6%	204,837	Added+12,106
Stoke Therapeutics IncSTOK	COM	86150R107	15.1	0.5%	461,608	Added+126,022
Biolife Solutions Inc	COM NEW	09062W204	14.7	0.5%	521,430	Reduced−200,627
Aerovironment IncAVAV	COM	008073108	14.3	0.5%	86,783	Added+46,047
Arlo Technologies IncARLO	COM	04206A101	13.8	0.5%	1,025,050	Reduced−144,440
Allegro Microsystems IncALGM	COM	01749D105	12.9	0.5%	185,461	Reduced−29,540
Mayville Engr Co IncMEC	COM	578605107	12.1	0.4%	324,108	Reduced−63,362
Chime Finl IncCHYM	COM SHS CL A	16935C109	11.9	0.4%	583,381	Added+137,229
York Space Systems IncYSS	COM	987084100	11.5	0.4%	468,190	Reduced−499,420
Alkami Technology IncALKT	COM	01644J108	11.4	0.4%	627,781	Added+374,913
Arxis IncARXS	CL A COM	04339D105	11.1	0.4%	241,183	New+241,183
Digitalocean Holdings IncDOCN	COM	25402D102	11.0	0.4%	70,354	Added+36,655
Radnet IncRDNT	COM	750491102	10.6	0.4%	171,637	Added+67,355
JBT Marel CorporationJBTM	COM	477839104	10.5	0.4%	72,356	Added+9,144
Irhythm Holdings IncIRTC	COM	450056106	10.0	0.4%	83,903	Reduced−12,119
Agilysys IncAGYS	COM	00847J105	9.9	0.4%	94,777	Added+57,277
Syndax Pharmaceuticals IncSNDX	COM	87164F105	9.8	0.3%	446,988	Added+140,667
Kiniksa Pharmaceuticals International	ORD SHS CL A	G52694109	9.7	0.3%	151,725	Reduced−57,531
Willscot Holdings CorpWSC	COM CL A	971378104	9.7	0.3%	336,172	Reduced−39,612
Okta IncOKTA	CL A	679295105	9.3	0.3%	68,271	Added+27,428
Rhythm Pharmaceuticals IncRYTM	COM	76243J105	9.2	0.3%	83,270	Added+5,561
Lightpath Technologies IncLPTH	COM CL A	532257805	9.2	0.3%	563,045	Reduced−190,576
Owlet IncOWLT	CL A NEW	69120X206	9.2	0.3%	1,595,419	Added+408,764
Scholar Rock HLDG CorpSRRK	COM	80706P103	9.0	0.3%	163,759	Added+7,445
Chefs Whse IncCHEF	COM	163086101	9.0	0.3%	93,187	Reduced−21,412
Taysha Gene Therapies IncTSHA	COM SHS	877619106	8.9	0.3%	1,305,177	Added+421,936
Lattice Semiconductor CorpLSCC	COM	518415104	8.8	0.3%	57,848	Reduced−5,206
Rambus Inc DelRMBS	COM	750917106	8.8	0.3%	66,245	Reduced−214,001
Healthequity IncHQY	COM	42226A107	8.8	0.3%	97,318	Reduced−24,781
Zymeworks IncZYME	COM	98985Y108	8.8	0.3%	336,157	Added+85,384
Ceco Environmental CorpCECO	COM	125141101	8.6	0.3%	94,823	Added+2,095
Alignment Healthcare IncALHC	COM	01625V104	8.5	0.3%	354,973	Reduced−425,527
MP Materials CorpMP	COM CL A	553368101	8.3	0.3%	148,652	Added+9,994
Immunome IncIMNM	COM	45257U108	8.0	0.3%	378,542	Added+71,521
Immunovant IncIMVT	COM	45258J102	8.0	0.3%	206,372	Reduced−38,058
Edgewise Therapeutics IncEWTX	COM	28036F105	7.9	0.3%	193,778	Reduced−7,065
Xenon Pharmaceuticals IncXENE	COM	98420N105	7.8	0.3%	129,443	Added+24,965
Arteris IncAIP	COM	04302A104	7.8	0.3%	160,415	Reduced−552,662
Rigetti Computing IncRGTI	COMMON STOCK	76655K103	7.6	0.3%	395,177	Added+68,456
Dyne Therapeutics IncDYN	COM	26818M108	7.5	0.3%	338,565	New+338,565
Anterix IncATEX	COM	03676C100	7.4	0.3%	72,121	New+72,121
Bridgebio Pharma IncBBIO	COM	10806X102	7.4	0.3%	99,130	Reduced−3,781
Spyre Therapeutics IncSYRE	COM NEW	00773J202	7.4	0.3%	82,991	New+82,991
Guidewire Software IncGWRE	COM	40171V100	7.2	0.3%	58,689	New+58,689
Karman Holdings IncKRMN	COMMON STOCK	485924104	7.2	0.3%	144,544	New+144,544
Evolv Technologies HLDNGS inEVLV	COM CL A	30049H102	7.2	0.3%	1,235,954	New+1,235,954
Iradimed CorpIRMD	COM	46266A109	7.2	0.3%	74,966	Added+70,066
Xeris Biopharma Holdings IncXERS	COM	98422E103	7.1	0.3%	898,753	Reduced−23,101
Beta Technologies IncBETA	COM SHS CL A	086921103	7.1	0.3%	422,493	Reduced−9,465
Netskope IncNTSK	CL A	64119N608	6.6	0.2%	607,060	Added+239,482
Corvel CorpCRVL	COM	221006109	6.6	0.2%	105,569	Added+25,673
Callaway Golf CoCALY	COM	131193104	6.4	0.2%	342,173	Reduced−80,747
SHIFT4 PMTS IncFOUR	CL A	82452J109	6.4	0.2%	132,151	New+132,151
Cryoport IncCYRX	COM PAR $0.001	229050307	6.3	0.2%	403,919	Added+172,781
Moonlake ImmunotherapeuticsMLTX	CLASS A ORD	61559X104	6.1	0.2%	313,884	Added+93,284
Protagonist Therapeutics IncPTGX	COM	74366E102	6.1	0.2%	49,809	Added+22,418
908 Devices IncMASS	COM	65443P102	6.0	0.2%	692,092	Reduced−2,978
Green Brick Partners IncGRBK	COM	392709101	6.0	0.2%	75,201	New+75,201
Kinsale Cap Group IncKNSL	COM	49714P108	5.9	0.2%	17,983	Added+1,467
Mamas Creations IncMAMA	COM	56146T103	5.9	0.2%	330,072	New+330,072
Viking Therapeutics IncVKTX	COM	92686J106	5.8	0.2%	148,044	Reduced−184,148
Advanced Energy IndsAEIS	COM	007973100	5.7	0.2%	15,412	New+15,412
Core Scientific Inc NewCORZ	COM	21874A106	5.3	0.2%	208,725	Reduced−63,897
Onterris IncONT	COM	615111101	5.2	0.2%	259,703	Added+17,916
Anaptysbio IncANAB	COM	032724106	5.1	0.2%	75,962	Added+9,780
Nova Ltd	COM	M7516K103	4.9	0.2%	9,093	Added+1,108
Sweetgreen IncSG	COM CL A	87043Q108	4.9	0.2%	559,643	Added+275,997
Lindblad Expeditions Holdings ILIND	COM	535219109	4.9	0.2%	173,876	Reduced−211,507
Oruka Therapeutics IncORKA	COM	687604108	4.9	0.2%	51,038	New+51,038
First Tracks BiotherapeuticsTRAX	ORD SHS	337185102	4.8	0.2%	238,304	New+238,304
Beta Bionics IncBBNX	COM	08659B102	4.7	0.2%	299,632	Added+51,183
Cardinal Infrastructure GrouCDNL	CL A	14154A102	4.5	0.2%	47,947	Reduced−34,517
Exlservice Holdings IncEXLS	COM	302081104	4.5	0.2%	174,094	Added+111,008
Apogee Therapeutics Inc	COM	03770N101	4.5	0.2%	33,889	Reduced−41,197
Bridgebio Oncology TherapeutBBOT	COM NEW	107924102	4.3	0.2%	558,526	Added+327,486
Cogent Comm Holdings IncCCOI	COM NEW	19239V302	4.2	0.1%	302,653	Reduced−14,794
Freshpet IncFRPT	COM	358039105	3.7	0.1%	62,709	New+62,709
BWX Technologies IncBWXT	COM	05605H100	3.7	0.1%	18,976	Added+4,272
NPK International IncNPKI	COM SHS	651718504	3.5	0.1%	221,224	Reduced−180,434
Cytokinetics IncCYTK	COM NEW	23282W605	3.4	0.1%	40,247	Reduced−32,217
Silicom Ltd	ORD	M84116108	3.3	0.1%	68,454	New+68,454
Viavi Solutions IncVIAV	COM	925550105	3.1	0.1%	65,711	Reduced−30,050
Lumexa Imaging Holdings IncLMRI	COM	550249106	3.0	0.1%	263,156	New+263,156
Spire Global IncSPIR	COM CL A NEW	848560306	3.0	0.1%	159,131	New+159,131
Rogers CorpROG	COM	775133101	2.8	0.1%	17,146	Reduced−15,723
Strata Critical Medical IncSRTA	CL A COM	092667104	2.7	<0.1%	503,005	New+503,005
Warby Parker IncWRBY	CL A COM	93403J106	2.7	<0.1%	87,356	Added+5,432
Enphase Energy IncENPH	COM	29355A107	2.6	<0.1%	53,750	New+53,750
Boot Barn Holdings IncBOOT	COM	099406100	2.2	<0.1%	13,283	Reduced−22,172
Eyepoint IncEYPT	COM NEW	30233G209	2.1	<0.1%	149,387	Reduced−147,721
Trivago N VTRVG	SPON ADS A SHS N	89686D303	2.0	<0.1%	362,513	New+362,513
United States Antimony CorpUAMY	COM	911549103	1.7	<0.1%	229,474	Added+11,290
Centrus Energy CorpLEU	CL A	15643U104	1.5	<0.1%	8,902	Reduced−80,788
Archer Aviation IncACHR	COM CL A	03945R102	1.1	<0.1%	226,407	Reduced−1,254,339
Transcat IncTRNS	COM	893529107	0.7	<0.1%	7,467	Added+1,526
Ameresco IncAMRC	CL A	02361E108	0.7	<0.1%	23,622	Reduced−606,451
Adtran Holdings IncADTN	COM	00486H105	0.6	<0.1%	44,758	Added+13,976
Electrovaya IncELVA	COM NEW	28617B606	0.5	<0.1%	47,200	Reduced−152,995
Enovix CorporationENVX	COM	293594107	0.5	<0.1%	79,900	Reduced−1,509,686
Universal Technical Inst IncUTI	COM	913915104	0.4	<0.1%	8,709	Reduced−233,684
Ceva IncCEVA	COM	157210105	0.3	<0.1%	6,985	Reduced−23,275
Suro Capital CorpNSLR	COM NEW	86887Q109	0.3	<0.1%	21,549	Unchanged

Sold out: 21 positions

Held at the end of the quarter before and not reported this quarter.

Granahan Investment Management, LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Azenta IncAZTA	COM	114340102	0.0%	Sold out−40,996
Comfort Sys USA IncFIX	COM	199908104	0.0%	Sold out−26,027
Compass IncCOMP	CL A	20464U100	0.0%	Sold out−1,885,312
Costar Group IncCSGP	COM	22160N109	0.0%	Sold out−161,047
Credo Technology Group Holdi	ORDINARY SHARES	G25457105	0.0%	Sold out−56,099
Ethos Technologies IncLIFE	CL A	29765A101	0.0%	Sold out−580,595
Fabrinet	SHS	G3323L100	0.0%	Sold out−10,431
Genedx Holdings CorpWGS	COM CL A	81663L200	0.0%	Sold out−96,605
Ionq IncIONQ	COM	46222L108	0.0%	Sold out−146,012
Neogen CorpNEOG	COM	640491106	0.0%	Sold out−250,026
Nuvalent Inc	COM	670703107	0.0%	Sold out−43,003
Phreesia IncPHR	COM	71944F106	0.0%	Sold out−987,607
Red Cat Holdings IncRCAT	COM	75644T100	0.0%	Sold out−109,603
Revolution Medicines IncRVMD	COM	76155X100	0.0%	Sold out−42,573
Semtech CorpSMTC	COM	816850101	0.0%	Sold out−370,642
Soleno Therapeutics Inc	COM	834203309	0.0%	Sold out−114,825
Sportradar Group AG	CLASS A ORD SHS	H8088L103	0.0%	Sold out−1,439,659
Stepstone Group IncSTEP	COM CL A	85914M107	0.0%	Sold out−211,626
Sterling Infrastructure IncSTRL	COM	859241101	0.0%	Sold out−34,332
Tecogen Inc NewTGEN	COM NEW	87876P201	0.0%	Sold out−88,496
Tower Semiconductor Ltd	SHS NEW	M87915274	0.0%	Sold out−29,902

Source: SEC EDGAR, Form 13F-HR, accession 0001398344-26-014483 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.