Granahan Investment Management LLC Activity Analysis for Q2 2026
InsiderSet provides a detailed breakdown of holdings changes by Granahan Investment Management, including significant purchases and sales.
According to the latest filing from Granahan Investment Management LLC, here's a summary of observable stock transactions during Q2 2026:
Purchasing Activity: The fund demonstrated notable buying interest in several sectors. A significant increase was observed in holdings of SILICON MOTION TECHNOLOGY CO (SIMO), with shares rising by 128.3% compared to the previous quarter, suggesting a strong conviction in this Technology stock (SILICON MOTION TECHNOLOGY CO). Additionally, QXO INC (QXO) saw substantial buying activity with a 54.2% increase in its position during the quarter. MAGNITE INC (MGNI) also experienced significant growth of 20.75%, and ZETA GLOBAL HOLDINGS CORP (ZETA) showed strong investor confidence through a 71.62% increase.
Selling/Reducing Activity: Granahan Investment Management significantly reduced its exposure in several areas during Q2. The Technology stock DIGITAL TURBINE INC (APPS) experienced the most substantial decrease, with holdings dropping by -50.87%. CARPENTER TECHNOLOGY CORP (CRS), valued at $6 million (CARPENTER TECHNOLOGY CORP), saw its position reduced drastically by -96.25%, indicating a major divestment. MODINE MFG CO (MOD) also faced significant reduction (-30.2%) and ALIGNED HEALTHCARE INC (ALHC) was sold or decreased substantially (-54.52%).
Furthermore, the fund exited its position in INDIE SEMICONDUCTOR INC (INDI), which previously held a portfolio allocation of 3.11% but now appears as a Technology stock. Other minor exits included AMERESCO INC (AMRC) and EVOLV TECHNOLOGIES HLDNGS IN (EVLV). The Technology holding STRATA CRITICAL MEDICAL INC (BLDE), which was added or increased significantly during the period, also appears in the top holdings list.
In total, across all sectors including Technology, Healthcare, Industrials, and others, Granahan Investment Management made changes to 128 distinct stocks this quarter. The portfolio saw significant turnover with large buying activity (notably SIMO) and large selling activity (like APPS). For a more comprehensive view of the fund's holdings and allocations as of June 30, 2026, please visit their profile.