13FBOX
Granahan Investment Management, LLC · 13F Holdings
Options Calculator Rankings

Granahan Investment Management, LLC

No.1423 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.81B
QoQ Change Q1 2026
+$739.0M+35.7%
Holdings
150
New Buys
22
Adds
67
Reduces
60
Exits
21
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PORCH GROUP INCPRCH
6.64%4.4%$186.4M12.4M$90.9M12.7M-281,327-2.22%Reduce
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
5.29%1.06%$148.6M445,752$21.9M195,252+250,500+128.30%Add
FFORGENT POWER SOLUTIONS INCFPS
3.6%2.93%$101.0M1.8M$60.6M2.1M-263,476-12.72%Reduce
INDIE SEMICONDUCTOR INCINDI
3.11%3.16%$87.2M19.4M$65.3M20.3M-863,947-4.26%Reduce
VVICTORY CAP HLDGS INC DELVCTR
3.04%3.44%$85.3M1.0M$71.2M1.1M-71,972-6.62%Reduce
FFTAI AVIATION LTDFTAI
2.83%4.03%$79.5M293,722$83.4M340,317-46,595-13.69%Reduce
MMarex Group LtdMRX
2.72%2.64%$76.4M1.3M$54.6M1.2M+30,533+2.50%Add
MMODINE MFG COMOD
2.51%3.96%$70.4M263,572$81.8M377,586-114,014-30.20%Reduce
CCARPENTER TECHNOLOGY CORPCRS
2.13%4.57%$59.8M96,981$94.4M239,469-142,488-59.50%Reduce
NNEXTPOWER INCNXT
2.11%2.47%$59.1M495,938$51.2M424,434+71,504+16.85%Add
MMAGNITE INCMGNI
2.09%1.47%$58.5M3.1M$30.3M2.6M+529,798+20.75%Add
AXON ENTERPRISEAXON
1.93%1.86%$54.3M96,829$38.5M90,692+6,137+6.77%Add
OONTO INNOVATION INCONTO
1.91%1.97%$53.6M141,568$40.7M198,694-57,126-28.75%Reduce
TTTM TECHNOLOGIES INCTTMI
1.79%1.54%$50.4M269,330$31.9M327,434-58,104-17.75%Reduce
LIGAND PHARMACEUTICALS INCLGND
1.66%0.23%$46.5M147,231$4.8M24,165+123,066+509.27%Add
KKURA SUSHI USA INC CL A COMKRUS
1.64%2.05%$46.2M801,969$42.4M607,917+194,052+31.92%Add
RREPLIGEN CORPRGEN
1.62%0.5%$45.3M332,271$10.2M86,953+245,318+282.13%Add
DIGITAL TURBINE INC COM NEWAPPS
1.61%0.99%$45.1M3.5M$20.5M7.1M-3.6M-50.87%Reduce
LIFE TIME GROUP HOLDINGS INCLTH
1.58%1.56%$44.3M1.1M$32.3M1.2M-116,896-9.74%Reduce
GGENIUS SPORTS LIMITEDGENI
1.52%1.15%$42.6M7.0M$23.9M5.4M+1.6M+30.47%Add
CASELLA WASTE SYS INCCWST
1.51%0.96%$42.3M436,289$19.9M250,262+186,027+74.33%Add
QQXO INCQXO
1.43%1.42%$40.2M2.3M$29.3M1.5M+818,116+54.20%Add
GENERAC HLDGS INCGNRC
1.28%0.12%$36.0M122,872$2.6M13,213+109,659+829.93%Add
ZZETA GLOBAL HOLDINGS CORPZETA
1.23%0.79%$34.6M1.8M$16.3M1.0M+733,725+71.62%Add
KORNIT DIGITAL LTDKRNT
1.23%1.63%$34.4M2.1M$33.7M2.3M-179,073-7.79%Reduce
TTWIST BIOSCIENCE CORPTWST
1.15%$32.4M314,882$00+314,882New Buy
DAVE INCDAVE
1.13%0.55%$31.6M84,897$11.4M65,462+19,435+29.69%Add
SSI BONE INCSIBN
1.12%1.06%$31.5M1.9M$22.0M1.7M+192,085+11.05%Add
JFROG LTDFROG
0.97%0.3%$27.2M299,683$6.1M130,103+169,580+130.34%Add
FFIGURE TECHNOLOGY SOLUTIOFIGR
0.92%1.54%$25.9M842,306$31.8M935,400-93,094-9.95%Reduce
CCELLEBRITE DI LTDCLBT
0.86%1.16%$24.3M1.7M$24.0M1.7M-78,481-4.51%Reduce
GATES INDL CORP PLCGTES
0.84%0.85%$23.6M843,441$17.5M774,604+68,837+8.89%Add
GGLOBAL E ONLINE LTDGLBE
0.78%0.82%$22.0M633,327$16.9M546,969+86,358+15.79%Add
GRAIL INCGRAL
0.78%0.12%$21.9M321,176$2.6M49,628+271,548+547.17%Add
RRBC BEARINGS INCRBC
0.78%1.01%$21.9M34,017$20.9M38,493-4,476-11.63%Reduce
CCAVA GROUP INCCAVA
0.74%1.19%$20.8M265,411$24.6M303,891-38,480-12.66%Reduce
OORTHOPEDIATRICS CORP COMKIDS
0.74%0.69%$20.8M1.1M$14.2M896,741+189,223+21.10%Add
MATERION CORPMTRN
0.74%1.01%$20.8M69,793$20.9M144,476-74,683-51.69%Reduce
DESCARTES SYS GROUP INCDSGX
0.73%0.19%$20.6M297,257$4.0M55,253+242,004+437.99%Add
QQUANTINUUM INCQNT
0.68%$19.1M233,540$00+233,540New Buy
TTOAST INC CL ATOST
0.68%0.51%$19.1M685,751$10.6M399,067+286,684+71.84%Add
TEXAS CAP BANCSHARES INCTCBI
0.68%0.79%$19.0M184,087$16.3M171,367+12,720+7.42%Add
EAST WEST BANCORP INCEWBC
0.67%0.67%$18.9M124,271$14.0M131,738-7,467-5.67%Reduce
CELCUITY INCCELC
0.67%0.49%$18.7M179,053$10.1M88,833+90,220+101.56%Add
UUNUSUAL MACHS INCUMAC
0.66%0.61%$18.5M829,328$12.6M1.0M-187,126-18.41%Reduce
FIRST WATCH RESTAURANT GROUPFWRG
0.63%0.55%$17.6M1.4M$11.4M1.1M+275,815+25.35%Add
NNUTANIX INCNTNX
0.61%0.29%$17.2M336,852$5.9M156,318+180,534+115.49%Add
NNLIGHT INCLASR
0.59%0.51%$16.5M236,991$10.6M185,271+51,720+27.92%Add
VVEECO INSTRS INC DELVECO
0.55%0.32%$15.5M204,837$6.5M192,731+12,106+6.28%Add
STOKE THERAPEUTICS INCSTOK
0.54%0.53%$15.1M461,608$10.9M335,586+126,022+37.55%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow