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13F-HR filed by Granahan Investment Management, LLC

Granahan Investment Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 159 holding rows worth $2,007,975,510.

Accession
0001398344-25-009461
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 159 entries on the cover page, a total value of $2,007,975,510 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,007,975,510 with VALUE read as dollars as filed, 13F file number 028-05876. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
PORCH GROUP INC733245104COM11,728,584$85,501,377dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock7,785,387$77,931,724dollars as filed
MAREX GROUP PLCG5S37H101COMMON STOCK2,117,060$74,774,559dollars as filed
ODDITY TECH LTD SHS CL AM7518J104Stock1,555,191$67,277,563dollars as filed
VICTORY CAP HLDGS INC DEL COM CL A92645B103Stock1,047,949$60,644,809dollars as filed
SPS COMM INC COM78463M107Stock403,668$53,578,854dollars as filed
TOASTINCCLASSCLASSA888787108STOK1,497,941$49,686,703dollars as filed
COMPASS INC20464U100CL A5,400,238$47,144,078dollars as filed
LIFE TIME GROUP HOLDINGS INC COMMON STOCK53190C102Stock1,560,944$47,140,509dollars as filed
AXONENTERPRISEINC05464C101STOK84,333$44,354,941dollars as filed
CARPENTER TECHNOLOGY CORP144285103COM233,017$42,218,020dollars as filed
SPORTRADAR GROUP AGH8088L103COM1,897,509$41,024,145dollars as filed
CASELLA WASTE SYS INC147448104CL A342,978$38,245,477dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock378,982$38,212,755dollars as filed
INDIE SEMICONDUCTOR INC45569U101CLASS A COM17,520,397$35,654,029dollars as filed
SEMTECH CORP COM816850101Stock954,921$32,849,282dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS1,693,833$32,318,334dollars as filed
MAGNITE INC COM55955D100Stock2,649,990$30,236,386dollars as filed
PHREESIA INC71944F106COM1,138,557$29,101,517dollars as filed
COSTAR GROUP INC COM22160N109Stock347,693$27,547,716dollars as filed
SWEETGREEN INC87043Q108COM CL A1,063,717$26,614,199dollars as filed
FIRST WATCH RESTAURANT GROUP33748L101COM1,594,267$26,544,546dollars as filed
STEPSTONE GROUP INC85914M107COM CL A508,151$26,540,727dollars as filed
COMFORT SYS USA INC COM199908104Stock68,252$21,999,667dollars as filed
PAR TECHNOLOGY CORP698884103COM336,573$20,645,388dollars as filed
KURA SUSHI USA INC501270102CL A COM401,143$20,538,522dollars as filed
SI BONE INC825704109COM1,432,701$20,100,795dollars as filed
RBC BEARINGS INC COM75524B104Stock62,292$20,043,697dollars as filed
ARCHER AVIATION INC03945R102COM CL A2,800,177$19,909,258dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock238,142$19,458,583dollars as filed
HUBSPOTINC443573100STOK34,001$19,424,431dollars as filed
ACV AUCTIONS INC00091G104COM CL A1,361,305$19,180,787dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock95,913$17,968,341dollars as filed
MODINE MFG CO COM607828100Stock232,146$17,817,206dollars as filed
TEXAS CAP BANCSHARES INC88224Q107COM233,766$17,462,320dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A620,627$17,253,431dollars as filed
ORTHOPEDIATRICS CORP68752L100COMMON STOCK667,057$16,429,614dollars as filed
SUNOPTA INC8676EP108COM3,346,836$16,265,623dollars as filed
TRANSCAT INC893529107COM213,167$15,870,283dollars as filed
GATES INDL CORP PLCG39108108ORD SHS842,880$15,517,421dollars as filed
SPROUT SOCIAL INC COM CL A85209W109Stock686,822$15,103,216dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock134,548$14,938,864dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock175,694$14,654,637dollars as filed
EXACT SCIENCES CORP COM30063P105Stock337,875$14,626,609dollars as filed
INSMED INC COM PAR $.01457669307Stock187,802$14,327,415dollars as filed
NUTANIX INC CL A67059N108Stock204,859$14,301,207dollars as filed
KINDERCARE LEARNING COMPANIES COM49456W105Stock1,228,286$14,235,835dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock154,247$13,914,622dollars as filed
CENTRUS ENERGY CORP15643U104CL A216,047$13,440,284dollars as filed
EVOLENT HEALTH INC CL A30050B101Stock1,361,830$12,896,530dollars as filed
REPLIGEN CORP COM759916109Stock101,197$12,876,306dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM144,756$12,812,354dollars as filed
VERTEX INC92538J106CL A360,949$12,636,824dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock843,499$11,437,846dollars as filed
COGENT COMMUNICATIONS GROUP19239V302COM NEW185,582$11,378,032dollars as filed
BEL FUSE INC077347300CL B151,481$11,339,868dollars as filed
EVERPURE INC CL A74624M102Stock246,302$10,903,790dollars as filed
ELFBEAUTYINC26856L103STOK166,704$10,467,344dollars as filed
MATERION CORP576690101COM124,489$10,158,302dollars as filed
REDDIT INC CL A75734B100Stock96,630$10,136,487dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock534,409$10,132,395dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock439,500$10,038,180dollars as filed
ENOVIX CORPORATION COM293594107Stock1,326,217$9,734,433dollars as filed
NOVA LTD COMM7516K103Stock50,874$9,377,604dollars as filed
SPIRE GLOBAL INC848560306COMMON STOCK1,139,175$9,215,926dollars as filed
VIKING THERAPEUTICS INC92686J106COM367,961$8,886,258dollars as filed
QXO INC COM NEW82846H405Stock622,968$8,434,987dollars as filed
QUALYS INC COM74758T303Stock64,671$8,144,019dollars as filed
VARONIS SYS INC922280102COM199,493$8,069,492dollars as filed
KINIKSA PHARMACEUTICALS INTL P ORD SHS CL AG52694109Stock361,894$8,037,666dollars as filed
JFROG LTD ORD SHSM6191J100Stock250,742$8,023,744dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock21,424$7,241,312dollars as filed
CECO ENVIRONMENTAL CORP125141101COM317,416$7,237,085dollars as filed
GLOBANT S AL44385109COM60,368$7,106,521dollars as filed
ONTO INNOVATION INC COM683344105Stock57,101$6,928,635dollars as filed
JBT MAREL CORPORATION477839104COM56,339$6,884,626dollars as filed
POWELL INDS INC739128106COM40,200$6,847,266dollars as filed
SYNDAX PHARMACEUTICALS INC87164F105COM549,942$6,756,038dollars as filed
GREEN BRICK PARTNERS INC392709101COM114,813$6,694,746dollars as filed
RAMBUS INC DEL COM750917106Stock128,682$6,662,511dollars as filed
CONFLUENT INC20717M103CLASS A COM274,709$6,439,179dollars as filed
MAYVILLE ENGINEERING CO INC578605107COMMON STOCK478,038$6,420,050dollars as filed
CORVEL CORP COM221006109Stock56,193$6,291,930dollars as filed
Vivid Seats Inc92854T100Common Stock2,123,080$6,284,317dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock173,430$6,184,514dollars as filed
XENON PHARMACEUTICALS INC COM98420N105Stock183,808$6,166,758dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock140,638$5,926,485dollars as filed
VEECO INSTRS INC DEL COM922417100Stock292,165$5,866,673dollars as filed
OKTAINCCLASSA679295105STOK54,862$5,772,580dollars as filed
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD61559X104Stock142,220$5,556,535dollars as filed
COLUMBUS MCKINNON CORP NY199333105COMMON STOCK316,856$5,364,372dollars as filed
HEALTHEQUITY INC COM42226A107Stock59,539$5,261,461dollars as filed
EVERQUOTE INC30041R108COM CL A200,076$5,239,990dollars as filed
AMERESCO INC02361E108CL A416,496$5,031,272dollars as filed
ZYMEWORKS INC98985Y108COM407,589$4,854,385dollars as filed
EDGEWISE THERAPEUTICS INC28036F105COM217,667$4,788,674dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock86,716$4,548,254dollars as filed
LENZ THERAPEUTICS INC52635N103COM176,166$4,529,228dollars as filed
NPK INTERNATIONAL INC651718504COMMON STOCK776,430$4,511,058dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock126,752$4,481,951dollars as filed
STOKE THERAPEUTICS INC86150R107COM660,430$4,391,860dollars as filed
CELLEBRITE DI LTD ORDINARY SHARESM2197Q107Stock225,040$4,372,527dollars as filed
MCGRATH RENTCORP580589109COM39,043$4,349,390dollars as filed
CIENA CORP COM NEW171779309Stock71,783$4,337,847dollars as filed
VITAL FARMS INC92847W103COM138,691$4,225,915dollars as filed
NATERA INC COM632307104Stock29,234$4,133,980dollars as filed
CHART INDS INC16115Q308COM28,151$4,063,878dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock108,340$4,047,582dollars as filed
MERUS N VN5749R100COM95,720$4,028,855dollars as filed
AGIOS PHARMACEUTICALS INC00847X104COM132,108$3,870,764dollars as filed
APELLIS PHARMACEUTICALS INC03753U106COM175,696$3,842,472dollars as filed
ARCUS BIOSCIENCES INC03969F109COM479,590$3,764,782dollars as filed
PROS Holdings Inc74346Y103Common Stock195,622$3,722,687dollars as filed
BOOT BARN HLDGS INC099406100COM32,402$3,480,947dollars as filed
INTELLIA THERAPEUTICS INC45826J105COM475,946$3,383,976dollars as filed
ASTERA LABS INC COM04626A103COM55,057$3,285,251dollars as filed
RXSIGHT INC78349D107COM129,721$3,275,455dollars as filed
NOVANTA INC67000B104COM25,610$3,274,751dollars as filed
PTC INC COM69370C100Stock20,299$3,145,330dollars as filed
SILICON LABORATORIES INC COM826919102Stock27,216$3,063,705dollars as filed
IMMUNOVANT INC45258J102COM172,316$2,944,880dollars as filed
IMMUNOME INC45257U108COM419,271$2,821,694dollars as filed
FIVE9 INC338307101COM102,682$2,787,816dollars as filed
ANAPTYSBIO INC032724106COM146,491$2,723,268dollars as filed
CELESTICA INC COM15101Q207Stock32,528$2,563,532dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock61,984$2,489,277dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM93,566$2,402,775dollars as filed
SUMMIT THERAPEUTICS INC86627T108COM124,527$2,402,126dollars as filed
STEVANATO GROUP S P A ORD SHST9224W109Stock115,889$2,366,453dollars as filed
CERTARA INC COM15687V109Stock234,960$2,326,104dollars as filed
SOLENO THERAPEUTICS INC834203309COM32,491$2,321,482dollars as filed
TAYSHA GENE THERAPIES INC877619106COMMON STOCK1,640,793$2,280,702dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock45,759$2,160,282dollars as filed
PORTILLOS INC73642K106COM CL A156,707$1,863,246dollars as filed
THE REAL BROKERAGE INC75585H206COM NEW441,361$1,791,926dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM224,527$1,625,575dollars as filed
VITA COCO CO INC92846Q107COM52,337$1,604,129dollars as filed
HA SUSTAINABLE INFRA CAP INC41068X100COM54,753$1,600,978dollars as filed
AVEPOINT INC COM CL A053604104Stock110,749$1,599,216dollars as filed
INTERDIGITAL INC COM45867G101Stock7,602$1,571,714dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock14,772$1,546,333dollars as filed
COMMVAULT SYS INC COM204166102Stock7,194$1,134,925dollars as filed
FIRSTSERVICE CORP NEW COM33767E202Stock5,548$920,691dollars as filed
HARVARD BIOSCIENCE INC416906105COM1,527,894$864,788dollars as filed
ALLEGRO MICROSYSTEMS INC01749D105COM31,956$803,054dollars as filed
GOOSEHEAD INS INC38267D109COM CL A5,008$591,244dollars as filed
DIGITAL TURBINE INC25400W102COM NEW215,558$585,240dollars as filed
CEVA INC157210105COMMON STOCK20,085$514,377dollars as filed
ARTERIS INC04302A104COM72,882$503,615dollars as filed
IRADIMED CORP46266A109COMMON STOCK8,559$449,176dollars as filed
CALLAWAY GOLF CO131193104COM57,381$378,141dollars as filed
CYTOSORBENTS CORP23283X206CMN358,418$358,418dollars as filed
PURSUIT ATTRACTIONS AND HOSP92552R406COM9,653$341,620dollars as filed
ADTRAN HOLDINGS INC00486H105COM36,093$314,731dollars as filed
LOVESAC COMPANY54738L109COM12,663$230,213dollars as filed
CHEFS WHSE INC163086101COM3,674$200,086dollars as filed
SURO CAP CORP86887Q109COM NEW39,037$194,014dollars as filed
OWLET INC69120X206CL A NEW26,831$98,738dollars as filed
BIOMERICA INC09061H307COM NEW87,968$49,878dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-25-009461this filing2025-05-15acceptance time not in the bulk data set