Granahan Investment Management, LLC
150 holdingsFiling period: 2026-06-30Current AUM: $2.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | 12.39M | $186.4M | $225.3M | 9.10% | -281,327 | 2026-06-30 |
| 2 | SIMO | Silicon Motion Technology Co | 445.8K | $148.6M | $95.3M | 3.85% | +250.5K | 2026-06-30 |
| 3 | FPS | Forgent Power Solutions Inc | 1.81M | $101.0M | $54.6M | 2.21% | -263,476 | 2026-06-30 |
| 4 | INDI | Indie Semiconductor Inc | 19.42M | $87.2M | $35.5M | 1.44% | -863,947 | 2026-06-30 |
| 5 | VCTR | Victory Cap Hldgs Inc Del | 1.02M | $85.3M | $110.1M | 4.45% | -71,972 | 2026-06-30 |
| 6 | — | Ftai Aviation Ltd | 293.7K | $79.5M | $79.5M | 3.21% | -46,595 | 2026-06-30 |
| 7 | — | Marex Group PLC | 1.25M | $76.4M | $76.4M | 3.09% | +30.5K | 2026-06-30 |
| 8 | MOD | Modine Mfg Co | 263.6K | $70.4M | $38.7M | 1.56% | -114,014 | 2026-06-30 |
| 9 | CRS | Carpenter Technology Corp | 97.0K | $59.8M | $36.1M | 1.46% | -142,488 | 2026-06-30 |
| 10 | NXT | Nextpower Inc | 495.9K | $59.1M | $39.2M | 1.58% | +71.5K | 2026-06-30 |
| 11 | MGNI | Magnite Inc | 3.08M | $58.5M | $73.4M | 2.97% | +529.8K | 2026-06-30 |
| 12 | AXON | Axon Enterprise Inc | 96.8K | $54.3M | $38.0M | 1.54% | +6.1K | 2026-06-30 |
| 13 | ONTO | Onto Innovation Inc | 141.6K | $53.6M | $31.1M | 1.26% | -57,126 | 2026-06-30 |
| 14 | TTMI | Ttm Technologies Inc | 269.3K | $50.4M | $25.7M | 1.04% | -58,104 | 2026-06-30 |
| 15 | LGND | Ligand Pharmaceuticals Inc | 147.2K | $46.5M | $45.1M | 1.82% | +123.1K | 2026-06-30 |
| 16 | KRUS | Kura Sushi USA Inc | 802.0K | $46.2M | $30.0M | 1.21% | +194.1K | 2026-06-30 |
| 17 | RGEN | Repligen Corp | 332.3K | $45.3M | $59.4M | 2.40% | +245.3K | 2026-06-30 |
| 18 | APPS | Digital Turbine Inc | 3.49M | $45.1M | $34.2M | 1.38% | -3,618,151 | 2026-06-30 |
| 19 | LTH | Life Time Group Holdings Inc | 1.08M | $44.3M | $44.6M | 1.80% | -116,896 | 2026-06-30 |
| 20 | — | Genius Sports Limited | 7.02M | $42.6M | $42.6M | 1.72% | +1.64M | 2026-06-30 |
| 21 | CWST | Casella Waste Sys Inc | 436.3K | $42.3M | $40.6M | 1.64% | +186.0K | 2026-06-30 |
| 22 | QXO | Qxo Inc | 2.33M | $40.2M | $24.3M | 0.98% | +818.1K | 2026-06-30 |
| 23 | GNRC | Generac Hldgs Inc | 122.9K | $36.0M | $23.9M | 0.97% | +109.7K | 2026-06-30 |
| 24 | ZETA | Zeta Global Holdings Corp | 1.76M | $34.6M | $59.0M | 2.38% | +733.7K | 2026-06-30 |
| 25 | — | Kornit Digital Ltd | 2.12M | $34.4M | $34.4M | 1.39% | -179,073 | 2026-06-30 |
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