Granahan Investment Management, Llc Portfolio Stock Holdings
Granahan Investment Management, Llc disclosed 149 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include CARPENTER TECHNOLOGY CORP, PORCH GROUP INC, and FTAI AVIATION LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 149
- Portfolio Value
- $2.1B
Holdings by Sector
Granahan Investment Management, Llc Portfolio Holdings in Q1 2026
130 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 4.57% | 239,469 | -27,706 | -10.37% | $94,386,706 |
| PORCH GROUP INC | PRCH | Technology | 4.40% | 12,674,987 | +1,084,559 | +9.36% | $90,879,657 |
| FTAI AVIATION LTD | FTAI | Other | 4.03% | 340,317 | -7,048 | -2.03% | $83,377,665 |
| MODINE MFG CO | MOD | Consumer Cyclical | 3.96% | 377,586 | +51,112 | +15.66% | $81,826,662 |
| VICTORY CAP HLDGS INC DEL | VCTR | Financial Services | 3.44% | 1,087,315 | +12,113 | +1.13% | $71,197,386 |
| INDIE SEMICONDUCTOR INC | INDI | Technology | 3.16% | 20,283,839 | +3,067,255 | +17.82% | $65,313,962 |
| MAREX GROUP PLC | MRX | Other | 2.64% | 1,223,750 | -153,243 | -11.13% | $54,554,775 |
| NEXTPOWER INC | NXT | Technology | 2.47% | 424,434 | +39,724 | +10.33% | $51,165,519 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 2.05% | 607,917 | -179,191 | -22.77% | $42,426,527 |
| ONTO INNOVATION INC | ONTO | Technology | 1.97% | 198,694 | +2,052 | +1.04% | $40,746,179 |
| AXON ENTERPRISE INC | AXON | Industrials | 1.86% | 90,692 | +14,978 | +19.78% | $38,515,985 |
| COMFORT SYS USA INC | FIX | Industrials | 1.74% | 26,027 | -8 | -0.03% | $35,890,973 |
| KORNIT DIGITAL LTD | KRNT | Other | 1.63% | 2,298,471 | -271,192 | -10.55% | $33,695,585 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 1.56% | 1,200,483 | -459,089 | -27.66% | $32,341,012 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 1.54% | 327,434 | +80,059 | +32.36% | $31,898,620 |
| MAGNITE INC | MGNI | Communication Services | 1.47% | 2,553,413 | -562,517 | -18.05% | $30,334,546 |
| QXO INC | QXO | Technology | 1.42% | 1,509,546 | +709,934 | +88.78% | $29,315,383 |
| SEMTECH CORP | SMTC | Technology | 1.38% | 370,642 | -47,585 | -11.38% | $28,498,663 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 1.19% | 303,891 | +73,088 | +31.67% | $24,584,782 |
| RAMBUS INC DEL | RMBS | Technology | 1.17% | 280,246 | +14,730 | +5.55% | $24,109,563 |
| SI BONE INC | SIBN | Healthcare | 1.06% | 1,739,097 | +858,942 | +97.59% | $21,964,795 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 1.06% | 195,252 | -33,877 | -14.79% | $21,924,847 |
| RBC BEARINGS INC | RBC | Industrials | 1.01% | 38,493 | -10,264 | -21.05% | $20,906,318 |
| MATERION CORP | MTRN | Basic Materials | 1.01% | 144,476 | +6,250 | +4.52% | $20,898,453 |
| DIGITAL TURBINE INC | APPS | Technology | 0.99% | 7,112,351 | +762,888 | +12.02% | $20,483,571 |
| CASELLA WASTE SYS INC | CWST | Industrials | 0.96% | 250,262 | -7,453 | -2.89% | $19,855,787 |
| GATES INDL CORP PLC | GTES | Other | 0.85% | 774,604 | -60,119 | -7.20% | $17,513,796 |
| ARLO TECHNOLOGIES INC | ARLO | Industrials | 0.80% | 1,169,490 | +831,108 | +245.61% | $16,641,843 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 0.79% | 1,024,487 | -1,593,143 | -60.86% | $16,309,833 |
| TEXAS CAP BANCSHARES INC | TCBI | Financial Services | 0.79% | 171,367 | -7,002 | -3.93% | $16,259,301 |
| AMERESCO INC | AMRC | Industrials | 0.78% | 630,073 | -217,934 | -25.70% | $16,066,861 |
| CENTRUS ENERGY CORP | LEU | Energy | 0.75% | 89,690 | +14,455 | +19.21% | $15,569,287 |
| ORTHOPEDIATRICS CORP | KIDS | Healthcare | 0.69% | 896,741 | +232,760 | +35.06% | $14,231,280 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.68% | 34,332 | -24,816 | -41.96% | $13,982,394 |
| SHARKNINJA INC | SN | Other | 0.67% | 131,738 | +18,875 | +16.72% | $13,951,054 |
| COMPASS INC | COMP | Real Estate | 0.67% | 1,885,312 | -1,250,911 | -39.89% | $13,781,631 |
| BIOLIFE SOLUTIONS INC | BLFS | Healthcare | 0.67% | 722,057 | +239,701 | +49.69% | $13,776,848 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 0.67% | 780,500 | +31,013 | +4.14% | $13,752,410 |
| ARTERIS INC | AIP | Technology | 0.57% | 713,077 | +476,181 | +201.01% | $11,722,986 |
| FIRST WATCH RESTAURANT GROUP | FWRG | Consumer Cyclical | 0.55% | 1,088,037 | -363,200 | -25.03% | $11,402,628 |
| DAVE INC | DAVE | Technology | 0.55% | 65,462 | +63,551 | +3325.54% | $11,396,280 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 0.55% | 96,022 | +81,645 | +567.89% | $11,332,516 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 0.53% | 335,586 | +144,189 | +75.34% | $10,926,680 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 0.52% | 332,192 | +96,606 | +41.01% | $10,809,528 |
| TOAST INC | TOST | Technology | 0.51% | 399,067 | -638,079 | -61.52% | $10,579,266 |
| NLIGHT INC | LASR | Technology | 0.51% | 185,271 | +185,271 | +100.00% | $10,564,152 |
| REPLIGEN CORP | RGEN | Healthcare | 0.50% | 86,953 | +14,951 | +20.76% | $10,244,802 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.49% | 122,099 | +31,079 | +34.15% | $10,203,813 |
| CELCUITY INC | CELC | Healthcare | 0.49% | 88,833 | +1,801 | +2.07% | $10,139,399 |
| STEPSTONE GROUP INC | STEP | Financial Services | 0.49% | 211,626 | -77,083 | -26.70% | $10,098,793 |
| UNIVERSAL TECHNICAL INST INC | UTI | Consumer Defensive | 0.42% | 242,393 | -196,859 | -44.82% | $8,750,387 |
| CHIME FINL INC | CHYM | Other | 0.40% | 446,152 | +330,397 | +285.43% | $8,356,427 |
| PHREESIA INC | PHR | Healthcare | 0.40% | 987,607 | -1,412,006 | -58.84% | $8,276,147 |
| ENOVIX CORPORATION | ENVX | Industrials | 0.40% | 1,589,586 | -374,979 | -19.09% | $8,234,055 |
| JBT MAREL CORPORATION | JBT | Industrials | 0.39% | 63,212 | +1,168 | +1.88% | $8,082,918 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 0.37% | 156,314 | +2,545 | +1.66% | $7,684,396 |
| ARCHER AVIATION INC | ACHR | Industrials | 0.37% | 1,480,746 | -232,424 | -13.57% | $7,655,457 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 0.37% | 102,911 | +1,106 | +1.09% | $7,642,171 |
| LIGHTPATH TECHNOLOGIES INC | LPTH | Technology | 0.37% | 753,621 | +97,601 | +14.88% | $7,558,819 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.36% | 40,736 | +40,736 | +100.00% | $7,456,725 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 0.35% | 306,321 | -60,472 | -16.49% | $7,155,659 |
| MAYVILLE ENGR CO INC | MEC | Industrials | 0.34% | 387,470 | +119,708 | +44.71% | $6,955,087 |
| CHEFS WHSE INC | CHEF | Consumer Defensive | 0.33% | 114,599 | +45,776 | +66.51% | $6,812,911 |
| ALLEGRO MICROSYSTEMS INC | ALGM | Technology | 0.33% | 215,001 | +125,144 | +139.27% | $6,778,982 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 0.33% | 77,709 | +24,257 | +45.38% | $6,758,352 |
| IMMUNOME INC | IMNM | Healthcare | 0.32% | 307,021 | -128,102 | -29.44% | $6,714,549 |
| MP MATERIALS CORP | MP | Basic Materials | 0.32% | 138,658 | +10,241 | +7.97% | $6,691,635 |
| LINDBLAD EXPEDITIONS HLDGS I | LIND | Consumer Cyclical | 0.32% | 385,383 | +39,809 | +11.52% | $6,667,126 |
| VEECO INSTRS INC DEL | VECO | Technology | 0.32% | 192,731 | -30,547 | -13.68% | $6,525,872 |
| WILLSCOT HLDGS CORP | WSC | Industrials | 0.32% | 375,784 | +77,932 | +26.16% | $6,523,610 |
| COSTAR GROUP INC | CSGP | Real Estate | 0.31% | 161,047 | +69,118 | +75.19% | $6,496,636 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 0.31% | 200,843 | -31,452 | -13.54% | $6,326,555 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 0.31% | 75,086 | -19,634 | -20.73% | $6,319,989 |
| ZYMEWORKS INC | ZYME | Healthcare | 0.30% | 250,773 | +26,365 | +11.75% | $6,279,356 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 0.30% | 96,605 | +65,695 | +212.54% | $6,203,973 |
| OWLET INC | OWLT | Healthcare | 0.30% | 1,186,655 | +499,906 | +72.79% | $6,099,407 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.29% | 104,478 | +11,700 | +12.61% | $6,075,396 |
| IMMUNOVANT INC | IMVT | Healthcare | 0.29% | 244,430 | +14,242 | +6.19% | $6,071,641 |
| COGENT COMM HOLDINGS INC | CCOI | Communication Services | 0.29% | 317,447 | +100,422 | +46.27% | $5,980,701 |
| NUTANIX INC | NTNX | Technology | 0.29% | 156,318 | +4,317 | +2.84% | $5,941,647 |
| CALLAWAY GOLF CO | MODG | Consumer Cyclical | 0.28% | 422,920 | +422,920 | +100.00% | $5,870,130 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 0.28% | 63,054 | +3,626 | +6.10% | $5,848,889 |
| RADNET INC | RDNT | Healthcare | 0.28% | 104,282 | +104,282 | +100.00% | $5,828,321 |
| NPK INTERNATIONAL INC | NR | Energy | 0.28% | 401,658 | -178,789 | -30.80% | $5,820,024 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 0.27% | 16,516 | -3,170 | -16.10% | $5,642,857 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 0.27% | 92,728 | -16,161 | -14.84% | $5,524,734 |
| FABRINET | FN | Other | 0.26% | 10,431 | -1,446 | -12.17% | $5,439,975 |
| XERIS BIOPHARMA HOLDINGS INC | XERS | Healthcare | 0.26% | 921,854 | -301,550 | -24.65% | $5,346,753 |
| MONTROSE ENVIRONMENTAL GROUP | MEG | Industrials | 0.26% | 241,787 | +42,470 | +21.31% | $5,292,717 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.25% | 56,099 | -35,671 | -38.87% | $5,266,013 |
| BOOT BARN HLDGS INC | BOOT | Consumer Cyclical | 0.25% | 35,455 | -4,040 | -10.23% | $5,189,194 |
| LIGAND PHARMACEUTICALS INC | LGND | Healthcare | 0.23% | 24,165 | -1,885 | -7.24% | $4,824,542 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.23% | 72,464 | -9,657 | -11.76% | $4,776,102 |
| RIGETTI COMPUTING INC | RGTI | Technology | 0.22% | 326,721 | +105,494 | +47.69% | $4,587,163 |
| NUVALENT INC | NUVL | Healthcare | 0.21% | 43,003 | +2,792 | +6.94% | $4,405,657 |
| CORVEL CORP | CRVL | Financial Services | 0.21% | 79,896 | +21,217 | +36.16% | $4,366,316 |
| 908 DEVICES INC | MASS | Healthcare | 0.21% | 695,070 | +603,929 | +662.63% | $4,253,828 |
| IONQ INC | IONQ | Technology | 0.20% | 146,012 | +39,290 | +36.82% | $4,209,526 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 0.20% | 42,573 | -56,621 | -57.08% | $4,140,224 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.20% | 220,600 | +22,293 | +11.24% | $4,111,984 |