13F-HR filed by Granahan Investment Management, LLC
Granahan Investment Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 153 holding rows worth $2,456,765,650.
- Accession
- 0001398344-25-015412
- Filer
- CIK 1026710
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 153 entries on the cover page, a total value of $2,456,765,650 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,456,765,650 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PORCH GROUP INC | 733245104 | COM | 11,631,775 | $137,138,627 | dollars as filed | |
| ODDITY TECH LTD SHS CL A | M7518J104 | Stock | 1,355,347 | $102,288,038 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 3,642,786 | $87,863,998 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 8,336,296 | $86,697,478 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 2,077,153 | $81,985,229 | dollars as filed | |
| VICTORY CAP HLDGS INC DEL COM CL A | 92645B103 | Stock | 1,195,300 | $76,104,751 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 1,612,221 | $71,405,268 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 19,487,402 | $69,375,151 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 83,639 | $69,248,074 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 2,298,483 | $64,541,403 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 231,669 | $64,028,678 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 372,431 | $50,684,135 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 1,670,210 | $50,657,469 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 991,576 | $44,759,741 | dollars as filed | |
| CENTRUS ENERGY CORP | 15643U104 | CL A | 206,724 | $37,867,702 | dollars as filed | |
| PHREESIA INC | 71944F106 | COM | 1,302,785 | $37,077,261 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 68,612 | $36,790,441 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 1,829,431 | $36,423,971 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 355,567 | $36,141,611 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 312,408 | $36,045,635 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 3,242,620 | $35,182,427 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 933,344 | $31,304,358 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 4,459,171 | $28,003,594 | dollars as filed | |
| FIRST WATCH RESTAURANT GROUP | 33748L101 | COM | 1,647,128 | $26,419,933 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 297,658 | $25,622,401 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 257,074 | $25,478,604 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 1,569,032 | $25,449,699 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 138,732 | $25,150,724 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 300,932 | $24,194,933 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 61,988 | $23,852,982 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 1,264,327 | $23,794,634 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 928,240 | $21,377,367 | dollars as filed | |
| SUNOPTA INC | 8676EP108 | COM | 3,646,074 | $21,147,229 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 37,345 | $20,787,347 | dollars as filed | |
| ORTHOPEDIATRICS CORP | 68752L100 | COMMON STOCK | 966,828 | $20,767,465 | dollars as filed | |
| TRANSCAT INC | 893529107 | COM | 228,611 | $19,651,402 | dollars as filed | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 3,224,561 | $19,024,910 | dollars as filed | |
| PAR TECHNOLOGY CORP | 698884103 | COM | 260,529 | $18,072,897 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 1,209,200 | $17,992,896 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 322,507 | $17,138,022 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 135,046 | $16,797,021 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 479,748 | $16,109,938 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 1,489,564 | $15,402,092 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 193,049 | $14,756,666 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 81,064 | $14,687,986 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 252,138 | $14,518,106 | dollars as filed | |
| TEXAS CAP BANCSHARES INC | 88224Q107 | COM | 181,937 | $14,445,798 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 124,895 | $14,367,921 | dollars as filed | |
| BIOLIFE SOLUTIONS INC COM NEW | 09062W204 | Stock | 643,200 | $13,854,528 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 501,471 | $13,740,305 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 612,844 | $13,200,660 | dollars as filed | |
| ETORO GROUP LTD A | G32089107 | COMMON STOCK | 198,140 | $13,194,143 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 600,414 | $12,176,396 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 115,917 | $11,665,887 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 752,823 | $11,661,228 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 88,119 | $10,965,528 | dollars as filed | |
| SPROUT SOCIAL INC COM CL A | 85209W109 | Stock | 519,517 | $10,863,100 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 224,491 | $10,822,711 | dollars as filed | |
| BEL FUSE INC | 077347300 | CL B | 108,912 | $10,639,613 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 100,417 | $10,519,685 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 747,067 | $10,458,938 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 106,104 | $10,451,244 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 237,168 | $10,406,932 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 352,091 | $9,967,696 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 130,091 | $9,778,940 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 80,567 | $9,688,987 | dollars as filed | |
| MATERION CORP | 576690101 | COM | 121,005 | $9,604,167 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 44,213 | $9,304,626 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 991,388 | $9,284,350 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 88,400 | $8,750,716 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 310,992 | $8,605,149 | dollars as filed | |
| INTELLIA THERAPEUTICS INC | 45826J105 | COM | 913,622 | $8,569,774 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 20,558 | $8,364,639 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 130,081 | $8,327,786 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 305,091 | $8,084,912 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 324,052 | $8,078,616 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 498,305 | $7,952,948 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 383,280 | $7,788,250 | dollars as filed | |
| STEPSTONE GROUP INC | 85914M107 | COM CL A | 137,960 | $7,656,780 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 27,553 | $7,582,586 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 240,038 | $7,513,189 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 146,466 | $7,433,150 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 42,662 | $7,352,369 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 15,153 | $7,332,537 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 72,437 | $7,241,527 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 78,456 | $7,093,992 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 129,804 | $7,057,443 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 411,173 | $7,018,723 | dollars as filed | |
| GREEN BRICK PARTNERS INC | 392709101 | COM | 104,295 | $6,558,070 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 80,621 | $6,556,906 | dollars as filed | |
| AMERESCO INC | 02361E108 | CL A | 427,197 | $6,489,122 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 532,413 | $6,042,888 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 131,138 | $5,695,323 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 69,149 | $5,645,324 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 657,460 | $5,594,985 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 113,466 | $5,558,699 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 124,980 | $5,417,883 | dollars as filed | |
| LENZ THERAPEUTICS INC | 52635N103 | COM | 183,252 | $5,371,116 | dollars as filed | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 341,738 | $5,351,617 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 405,478 | $5,315,817 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 59,977 | $5,024,873 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 380,783 | $4,778,827 | dollars as filed | |
| CERTARA INC COM | 15687V109 | Stock | 405,068 | $4,739,296 | dollars as filed | |
| CORVEL CORP COM | 221006109 | Stock | 43,877 | $4,509,678 | dollars as filed | |
| CALLAWAY GOLF CO | 131193104 | COM | 556,559 | $4,480,300 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 121,780 | $4,480,286 | dollars as filed | |
| QUALYS INC COM | 74758T303 | Stock | 30,416 | $4,345,534 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 80,619 | $4,240,559 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 43,352 | $4,013,962 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 490,613 | $3,993,590 | dollars as filed | |
| SUMMIT THERAPEUTICS INC | 86627T108 | COM | 185,640 | $3,950,419 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 25,493 | $3,874,936 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 80,362 | $3,793,086 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 86,430 | $3,784,770 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 392,751 | $3,652,584 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 82,690 | $3,570,554 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 217,573 | $3,481,168 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 213,088 | $3,409,408 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 33,758 | $3,407,195 | dollars as filed | |
| SPIRE GLOBAL INC | 848560306 | COMMON STOCK | 282,333 | $3,359,763 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 19,371 | $3,272,537 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 340,984 | $3,208,659 | dollars as filed | |
| ANAPTYSBIO INC | 032724106 | COM | 131,655 | $2,922,741 | dollars as filed | |
| COLUMBUS MCKINNON CORP NY | 199333105 | COMMON STOCK | 184,535 | $2,817,849 | dollars as filed | |
| PROTHENA CORP PLC SHS | G72800108 | Stock | 461,082 | $2,798,768 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 24,252 | $2,780,249 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 41,172 | $2,601,659 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 73,375 | $2,598,942 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 17,350 | $2,556,696 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 15,619 | $2,438,282 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 10,816 | $2,425,272 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 958,493 | $2,214,119 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 59,825 | $2,027,469 | dollars as filed | |
| WEAVE COMMUNICATIONS INC | 94724R108 | COM | 236,365 | $1,966,557 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 12,664 | $1,949,749 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 54,428 | $1,923,213 | dollars as filed | |
| AVEPOINT INC COM CL A | 053604104 | Stock | 99,393 | $1,919,279 | dollars as filed | |
| COMMVAULT SYS INC COM | 204166102 | Stock | 10,795 | $1,881,892 | dollars as filed | |
| LINDBLAD EXPEDITIONS HLDGS I | 535219109 | COM | 160,130 | $1,868,717 | dollars as filed | |
| OWLET INC | 69120X206 | CL A NEW | 216,133 | $1,815,517 | dollars as filed | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 200,320 | $1,796,870 | dollars as filed | |
| AGIOS PHARMACEUTICALS INC | 00847X104 | COM | 41,886 | $1,393,128 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 11,550 | $1,066,180 | dollars as filed | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 4,792 | $836,779 | dollars as filed | |
| GOOSEHEAD INS INC | 38267D109 | COM CL A | 7,356 | $776,132 | dollars as filed | |
| ARTERIS INC | 04302A104 | COM | 75,284 | $717,457 | dollars as filed | |
| HARVARD BIOSCIENCE INC | 416906105 | COM | 1,501,508 | $666,369 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 26,218 | $576,272 | dollars as filed | |
| PURSUIT ATTRACTIONS AND HOSP | 92552R406 | COM | 19,617 | $565,558 | dollars as filed | |
| IRADIMED CORP | 46266A109 | COMMON STOCK | 7,506 | $448,784 | dollars as filed | |
| SURO CAP CORP | 86887Q109 | COM NEW | 34,599 | $284,058 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 8,122 | $249,995 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 14,270 | $232,601 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-25-015412 | this filing | 2025-08-14 | acceptance time not in the bulk data set |