13F-HR filed by Granahan Investment Management, LLC
Granahan Investment Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 157 holding rows worth $2,335,331,627.
- Accession
- 0001398344-26-003202
- Filer
- CIK 1026710
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 157 entries on the cover page, a total value of $2,335,331,627 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,335,331,627 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 | 11,590,428 | $105,820,608 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 7,853,872 | $86,549,669 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 267,175 | $84,117,377 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 347,365 | $68,378,800 | dollars as filed | |
| VICTORY CAP HLDGS INC DEL COM CL A | 92645B103 | Stock | 1,075,202 | $67,834,494 | dollars as filed | |
| ODDITY TECH LTD SHS CL A | M7518J104 | Stock | 1,523,204 | $61,202,337 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 17,216,584 | $60,774,542 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 3,057,018 | $55,118,035 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 2,617,630 | $53,268,770 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 1,376,993 | $52,821,451 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 3,115,930 | $50,571,544 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 1,191,892 | $46,853,275 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 1,659,572 | $44,111,424 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 326,474 | $43,587,544 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 75,714 | $43,000,252 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 787,108 | $41,189,362 | dollars as filed | |
| PHREESIA INC | 71944F106 | COM | 2,399,613 | $40,601,452 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 1,670,471 | $39,707,096 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 2,569,663 | $36,951,754 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 1,037,146 | $36,829,054 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 384,710 | $33,512,088 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 3,136,223 | $33,149,877 | dollars as filed | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 6,349,463 | $31,747,315 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 196,642 | $31,041,906 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 418,227 | $30,819,148 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 665,518 | $27,179,755 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 257,715 | $25,240,607 | dollars as filed | |
| AMERESCO INC | 02361E108 | CL A | 848,007 | $24,838,125 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 265,516 | $24,398,265 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 26,035 | $24,298,205 | dollars as filed | |
| FIRST WATCH RESTAURANT GROUP | 33748L101 | COM | 1,451,237 | $21,884,654 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 48,757 | $21,864,102 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 229,129 | $21,240,258 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 605,271 | $19,653,149 | dollars as filed | |
| WEALTHFRONT CORP | 947002101 | COMMON STOCK | 1,386,092 | $18,836,990 | dollars as filed | |
| STEPSTONE GROUP INC | 85914M107 | COM CL A | 288,709 | $18,526,457 | dollars as filed | |
| CENTRUS ENERGY CORP | 15643U104 | CL A | 75,235 | $18,264,049 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 59,148 | $18,112,892 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 834,723 | $17,921,503 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 880,155 | $17,356,657 | dollars as filed | |
| MATERION CORP | 576690101 | COM | 138,226 | $17,184,256 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 247,375 | $17,068,875 | dollars as filed | |
| TEXAS CAP BANCSHARES INC | 88224Q107 | COM | 178,369 | $16,149,529 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 799,612 | $15,424,515 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 37,831 | $15,181,580 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 749,487 | $14,802,368 | dollars as filed | |
| UNUSUAL MACHS INC | 91532F102 | COM SHS | 1,154,505 | $14,708,394 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 1,964,565 | $14,360,970 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 230,803 | $13,545,828 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 91,770 | $13,204,785 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 316,213 | $13,043,786 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 1,713,170 | $12,883,038 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 112,863 | $12,629,370 | dollars as filed | |
| BETA TECHNOLOGIES INC COM SHS CL A | 086921103 | Stock | 438,351 | $12,365,882 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 72,002 | $11,798,248 | dollars as filed | |
| ORTHOPEDIATRICS CORP | 68752L100 | COMMON STOCK | 663,981 | $11,792,303 | dollars as filed | |
| BIOLIFE SOLUTIONS INC COM NEW | 09062W204 | Stock | 482,356 | $11,663,368 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 439,252 | $11,477,655 | dollars as filed | |
| OWLET INC | 69120X206 | CL A NEW | 686,749 | $11,118,466 | dollars as filed | |
| TRANSCAT INC | 893529107 | COM | 191,580 | $10,868,333 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 28,498 | $10,504,078 | dollars as filed | |
| SUNOPTA INC | 8676EP108 | COM | 2,670,652 | $10,148,478 | dollars as filed | |
| XERIS BIOPHARMA HOLDINGS INC | 98422E103 | COM | 1,223,404 | $9,603,721 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 150,580 | $9,405,227 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 62,044 | $9,348,169 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 435,123 | $9,346,442 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 87,032 | $8,680,572 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 91,020 | $8,338,342 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 235,586 | $8,287,915 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 99,194 | $7,900,802 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 152,001 | $7,856,932 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 101,805 | $7,787,064 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 366,793 | $7,706,321 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 19,686 | $7,699,588 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 94,720 | $7,149,466 | dollars as filed | |
| LIGHTPATH TECHNOLOGIES INC | 532257805 | COM CL A | 656,020 | $7,085,016 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 39,495 | $6,969,683 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 580,447 | $6,918,928 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 216,551 | $6,916,639 | dollars as filed | |
| LENZ THERAPEUTICS INC | 52635N103 | COM | 431,100 | $6,897,600 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 204,676 | $6,807,524 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 153,769 | $6,773,524 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 366,675 | $6,699,152 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 56,795 | $6,668,869 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 108,889 | $6,517,007 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 128,417 | $6,487,627 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 223,278 | $6,381,285 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 137,592 | $6,370,510 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 91,929 | $6,181,306 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 265,266 | $6,119,687 | dollars as filed | |
| ANAPTYSBIO INC | 032724106 | COM | 125,855 | $6,101,450 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 191,397 | $6,074,941 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 224,408 | $5,908,663 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 230,188 | $5,851,379 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 57,212 | $5,810,451 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 232,295 | $5,764,401 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 53,452 | $5,721,502 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 297,852 | $5,608,553 | dollars as filed | |
| COMMVAULT SYS INC COM | 204166102 | Stock | 44,706 | $5,604,344 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 73,239 | $5,569,094 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 11,877 | $5,407,361 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 82,121 | $5,217,968 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 350,956 | $5,109,919 | dollars as filed | |
| BEL FUSE INC | 077347300 | CL B | 29,884 | $5,069,223 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 42,257 | $5,021,822 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 267,762 | $5,012,505 | dollars as filed | |
| LINDBLAD EXPEDITIONS HLDGS I | 535219109 | COM | 345,574 | $4,983,177 | dollars as filed | |
| ONTERRIS INC | 615111101 | COM | 199,317 | $4,949,041 | dollars as filed | |
| LIGAND PHARMACEUTICALS INC | 53220K504 | COM NEW | 26,050 | $4,925,274 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 221,227 | $4,900,178 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 106,722 | $4,788,616 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 338,382 | $4,733,964 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 217,025 | $4,679,059 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 13,783 | $4,526,199 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 59,428 | $4,372,712 | dollars as filed | |
| GRAIL INC | 384747101 | COM | 50,508 | $4,322,980 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 68,823 | $4,289,738 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 49,152 | $4,250,173 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 32,019 | $4,184,883 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 92,778 | $4,158,310 | dollars as filed | |
| CERTARA INC COM | 15687V109 | Stock | 460,797 | $4,059,622 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 169,940 | $4,049,670 | dollars as filed | |
| NUVALENT INC COM | 670703107 | Stock | 40,211 | $4,044,824 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 30,910 | $4,020,155 | dollars as filed | |
| CORVEL CORP COM | 221006109 | Stock | 58,679 | $3,970,808 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 703,971 | $3,871,840 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 121,246 | $3,694,366 | dollars as filed | |
| ARTERIS INC | 04302A104 | COM | 236,896 | $3,671,888 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 202,461 | $3,551,166 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 363,482 | $3,089,597 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 150,299 | $3,001,471 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 17,355 | $2,999,638 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 33,237 | $2,913,555 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 115,755 | $2,913,553 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 84,421 | $2,769,009 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 198,307 | $2,613,686 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 14,377 | $2,551,055 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 28,004 | $2,495,997 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 316,942 | $2,408,759 | dollars as filed | |
| UNITED STATES ANTIMONY CORP | 911549103 | COM | 478,991 | $2,404,535 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 89,857 | $2,370,428 | dollars as filed | |
| WEAVE COMMUNICATIONS INC | 94724R108 | COM | 280,610 | $2,129,830 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 581,666 | $2,111,448 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 48,206 | $2,045,863 | dollars as filed | |
| ELECTROVAYA INC | 28617B606 | COM | 194,961 | $1,540,192 | dollars as filed | |
| OPTIMIZERX CORP | 68401U204 | COM NEW | 117,122 | $1,435,916 | dollars as filed | |
| RED CAT HLDGS INC | 75644T100 | COM | 132,572 | $1,051,296 | dollars as filed | |
| TECOGEN INC NEW | 87876P201 | COM NEW | 177,822 | $878,441 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 64,382 | $507,974 | dollars as filed | |
| 908 DEVICES INC COM | 65443P102 | Stock | 91,141 | $478,490 | dollars as filed | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 54,840 | $476,560 | dollars as filed | |
| IRADIMED CORP | 46266A109 | COMMON STOCK | 4,892 | $475,894 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 20,269 | $436,189 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 1,911 | $423,115 | dollars as filed | |
| CRYOPORT INC COM PAR $0.001 | 229050307 | Stock | 40,200 | $385,920 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,126 | $363,709 | dollars as filed | |
| SURO CAP CORP | 86887Q109 | COM NEW | 21,549 | $203,423 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-003202 | this filing | 2026-02-17 | acceptance time not in the bulk data set |