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Granahan 投资管理 · 13F 持仓分析
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Granahan 投资管理

Granahan Investment Management, LLCNo.1423 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$28.06亿
环比变动 Q1 2026
+$7.39亿+35.7%
持仓股票数
150
新买入
22
加仓
67
减仓
60
清仓
21
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PORCHPRCH
6.64%4.4%$1.86亿1,239.4万股$9,088.0万1,267.5万股-28.1万股-2.22%减仓
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
5.29%1.06%$1.49亿44.6万股$2,192.5万19.5万股+25.1万股+128.30%加仓
FFORGENT POWER SOLUTIONSFPS
3.6%2.93%$1.01亿180.8万股$6,062.1万207.1万股-26.3万股-12.72%减仓
INDIE SEMICONDUCTORINDI
3.11%3.16%$8,719.5万1,942.0万股$6,531.4万2,028.4万股-86.4万股-4.26%减仓
VVictory·CAP HLDGS INC DELVCTR
3.04%3.44%$8,535.0万101.5万股$7,119.7万108.7万股-7.2万股-6.62%减仓
FFTAI AVIATIONFTAI
2.83%4.03%$7,946.1万29.4万股$8,337.8万34.0万股-4.7万股-13.69%减仓
MMarex Group LtdMRX
2.72%2.64%$7,644.9万125.4万股$5,455.5万122.4万股+3.1万股+2.50%加仓
MMODINE MFGMOD
2.51%3.96%$7,037.9万26.4万股$8,182.7万37.8万股-11.4万股-30.20%减仓
CCARPENTER TECHNOLOGYCRS
2.13%4.57%$5,982.2万9.7万股$9,438.7万23.9万股-14.2万股-59.50%减仓
NNextPowerNXT
2.11%2.47%$5,908.6万49.6万股$5,116.6万42.4万股+7.2万股+16.85%加仓
MMAGNITEMGNI
2.09%1.47%$5,851.9万308.3万股$3,033.5万255.3万股+53.0万股+20.75%加仓
AXON ENTERPRISEAXON
1.93%1.86%$5,428.3万9.7万股$3,851.6万9.1万股+6,137股+6.77%加仓
OONTO INNOVATIONONTO
1.91%1.97%$5,357.6万14.2万股$4,074.6万19.9万股-5.7万股-28.75%减仓
TTTM TECHNOLOGIESTTMI
1.79%1.54%$5,037.0万26.9万股$3,189.9万32.7万股-5.8万股-17.75%减仓
LIGAND PHARMACEUTICALSLGND
1.66%0.23%$4,653.8万14.7万股$482.5万2.4万股+12.3万股+509.27%加仓
KKURA SUSHI USA INC CL A COMKRUS
1.64%2.05%$4,616.1万80.2万股$4,242.7万60.8万股+19.4万股+31.92%加仓
RREPLIGENRGEN
1.62%0.5%$4,533.5万33.2万股$1,024.5万8.7万股+24.5万股+282.13%加仓
DIGITAL TURBINE COM NEWAPPS
1.61%0.99%$4,507.5万349.4万股$2,048.4万711.2万股-361.8万股-50.87%减仓
LIFE TIMELTH
1.58%1.56%$4,425.4万108.4万股$3,234.1万120.0万股-11.7万股-9.74%减仓
GGENIUS SPORTS LIMITEDGENI
1.52%1.15%$4,256.7万702.4万股$2,385.0万538.4万股+164.1万股+30.47%加仓
CASELLA WASTE SYSCWST
1.51%0.96%$4,230.7万43.6万股$1,985.6万25.0万股+18.6万股+74.33%加仓
QQXOQXO
1.43%1.42%$4,022.2万232.8万股$2,931.5万151.0万股+81.8万股+54.20%加仓
GeneracGNRC
1.28%0.12%$3,597.8万12.3万股$258.1万1.3万股+11.0万股+829.93%加仓
ZZETA GLOBALZETA
1.23%0.79%$3,460.2万175.8万股$1,631.0万102.4万股+73.4万股+71.62%加仓
KORNIT DIGITALKRNT
1.23%1.63%$3,444.0万211.9万股$3,369.6万229.8万股-17.9万股-7.79%减仓
TTWIST BIOSCIENCETWST
1.15%$3,239.5万31.5万股$00股+31.5万股新买入
DAVEDAVE
1.13%0.55%$3,163.2万8.5万股$1,139.6万6.5万股+1.9万股+29.69%加仓
SSI BONESIBN
1.12%1.06%$3,151.7万193.1万股$2,196.5万173.9万股+19.2万股+11.05%加仓
JFROGFROG
0.97%0.3%$2,723.5万30.0万股$610.6万13.0万股+17.0万股+130.34%加仓
FFIGURE TECHNOLOGY SOLUTIOFIGR
0.92%1.54%$2,586.7万84.2万股$3,175.7万93.5万股-9.3万股-9.95%减仓
CCELLEBRITE DICLBT
0.86%1.16%$2,425.3万166.1万股$2,397.2万174.0万股-7.8万股-4.51%减仓
GATES INDLGTES
0.84%0.85%$2,359.1万84.3万股$1,751.4万77.5万股+6.9万股+8.89%加仓
GGLOBAL E ONLINEGLBE
0.78%0.82%$2,199.5万63.3万股$1,687.4万54.7万股+8.6万股+15.79%加仓
GRAILGRAL
0.78%0.12%$2,192.7万32.1万股$256.5万5.0万股+27.2万股+547.17%加仓
RRBC BEARINGSRBC
0.78%1.01%$2,190.9万3.4万股$2,090.6万3.8万股-4,476股-11.63%减仓
CCAVACAVA
0.74%1.19%$2,082.9万26.5万股$2,458.5万30.4万股-3.8万股-12.66%减仓
OORTHOPEDIATRICS COMKIDS
0.74%0.69%$2,077.4万108.6万股$1,423.1万89.7万股+18.9万股+21.10%加仓
MATERIONMTRN
0.74%1.01%$2,075.6万7.0万股$2,089.8万14.4万股-7.5万股-51.69%减仓
DESCARTES SYSDSGX
0.73%0.19%$2,058.2万29.7万股$395.4万5.5万股+24.2万股+437.99%加仓
QQUANTINUUM INCQNT
0.68%$1,909.0万23.4万股$00股+23.4万股新买入
TTOAST CL ATOST
0.68%0.51%$1,907.8万68.6万股$1,057.9万39.9万股+28.7万股+71.84%加仓
TEXAS CAP BANCSHARESTCBI
0.68%0.79%$1,900.9万18.4万股$1,625.9万17.1万股+1.3万股+7.42%加仓
EAST WEST BANCORPEWBC
0.67%0.67%$1,892.3万12.4万股$1,395.1万13.2万股-7,467股-5.67%减仓
CELCUITYCELC
0.67%0.49%$1,873.3万17.9万股$1,013.9万8.9万股+9.0万股+101.56%加仓
UUNUSUAL MACHSUMAC
0.66%0.61%$1,849.4万82.9万股$1,260.4万101.6万股-18.7万股-18.41%减仓
FIRST WATCH RESTAURANTFWRG
0.63%0.55%$1,758.0万136.4万股$1,140.3万108.8万股+27.6万股+25.35%加仓
NNUTANIXNTNX
0.61%0.29%$1,716.6万33.7万股$594.2万15.6万股+18.1万股+115.49%加仓
NNLIGHTLASR
0.59%0.51%$1,649.9万23.7万股$1,056.4万18.5万股+5.2万股+27.92%加仓
VVEECO INSTRS DELVECO
0.55%0.32%$1,552.7万20.5万股$652.6万19.3万股+1.2万股+6.28%加仓
STOKE THERAPEUTICSSTOK
0.54%0.53%$1,510.4万46.2万股$1,092.7万33.6万股+12.6万股+37.55%加仓

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