Granahan Investment Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Granahan Investment Management, Llc disclosed 140 stock positions valued at approximately $2.81B as of quarter-end June 30, 2026. The largest holdings include PORCH GROUP INC, SILICON MOTION TECHNOLOGY CO, and FORGENT POWER SOLUTIONS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 140
- Portfolio Value
- $2.81B
Holdings by Sector
Granahan Investment Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PORCH GROUP INC | PRCH | Technology | 6.64% | 12,393,660 | -281,327 | -2.22% | $186,400,646 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 5.29% | 445,752 | +250,500 | +128.30% | $148,582,514 |
| FORGENT POWER SOLUTIONS INC | FPS | Other | 3.60% | 1,807,608 | -263,476 | -12.72% | $100,972,983 |
| INDIE SEMICONDUCTOR INC | INDI | Technology | 3.11% | 19,419,892 | -863,947 | -4.26% | $87,195,315 |
| VICTORY CAP HLDGS INC DEL | VCTR | Financial Services | 3.04% | 1,015,343 | -71,972 | -6.62% | $85,349,733 |
| FTAI AVIATION LTD | FTAI | Other | 2.83% | 293,722 | -46,595 | -13.69% | $79,460,613 |
| MAREX GROUP PLC | MRX | Other | 2.72% | 1,254,283 | +30,533 | +2.50% | $76,448,549 |
| MODINE MFG CO | MOD | Consumer Cyclical | 2.51% | 263,572 | -114,014 | -30.20% | $70,378,995 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 2.13% | 96,981 | -142,488 | -59.50% | $59,821,760 |
| NEXTPOWER INC | NXT | Technology | 2.11% | 495,938 | +71,504 | +16.85% | $59,086,053 |
| MAGNITE INC | MGNI | Communication Services | 2.09% | 3,083,211 | +529,798 | +20.75% | $58,519,345 |
| AXON ENTERPRISE INC | AXON | Industrials | 1.93% | 96,829 | +6,137 | +6.77% | $54,283,306 |
| ONTO INNOVATION INC | ONTO | Technology | 1.91% | 141,568 | -57,126 | -28.75% | $53,576,410 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 1.79% | 269,330 | -58,104 | -17.75% | $50,370,097 |
| LIGAND PHARMACEUTICALS INC | LGND | Healthcare | 1.66% | 147,231 | +123,066 | +509.27% | $46,538,247 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 1.64% | 801,969 | +194,052 | +31.92% | $46,161,336 |
| REPLIGEN CORP | RGEN | Healthcare | 1.62% | 332,271 | +245,318 | +282.13% | $45,335,055 |
| DIGITAL TURBINE INC | APPS | Technology | 1.61% | 3,494,200 | -3,618,151 | -50.87% | $45,075,180 |
| LIFE TIME GROUP HOLDINGS INC | LTH | Consumer Cyclical | 1.58% | 1,083,587 | -116,896 | -9.74% | $44,253,693 |
| GENIUS SPORTS LIMITED | GENI | Other | 1.52% | 7,024,330 | +1,640,568 | +30.47% | $42,567,440 |
| CASELLA WASTE SYS INC | CWST | Industrials | 1.51% | 436,289 | +186,027 | +74.33% | $42,306,944 |
| QXO INC | QXO | Technology | 1.43% | 2,327,662 | +818,116 | +54.20% | $40,221,999 |
| GENERAC HLDGS INC | GNRC | Industrials | 1.28% | 122,872 | +109,659 | +829.93% | $35,978,150 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 1.23% | 1,758,212 | +733,725 | +71.62% | $34,601,612 |
| KORNIT DIGITAL LTD | KRNT | Other | 1.23% | 2,119,398 | -179,073 | -7.79% | $34,440,217 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 1.15% | 314,882 | +314,882 | +100.00% | $32,395,060 |
| DAVE INC | DAVE | Technology | 1.13% | 84,897 | +19,435 | +29.69% | $31,631,773 |
| SI BONE INC | SIBN | Healthcare | 1.12% | 1,931,182 | +192,085 | +11.05% | $31,516,890 |
| JFROG LTD | FROG | Other | 0.97% | 299,683 | +169,580 | +130.34% | $27,235,191 |
| GATES INDL CORP PLC | GTES | Other | 0.84% | 843,441 | +68,837 | +8.89% | $23,591,045 |
Showing 30 of 140 holdings in the latest reporting period.