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Disclosery

13F-HR filed by Granahan Investment Management, LLC

Granahan Investment Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 149 holding rows worth $2,067,341,695.

Accession
0001398344-26-009220
Filer
CIK 1026710
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 149 entries on the cover page, a total value of $2,067,341,695 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,067,341,695 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
CARPENTER TECHNOLOGY CORP144285103COM239,469$94,386,706dollars as filed
PORCH GROUP INC733245104COM12,674,987$90,879,657dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock340,317$83,377,665dollars as filed
MODINE MFG CO COM607828100Stock377,586$81,826,662dollars as filed
VICTORY CAP HLDGS INC DEL COM CL A92645B103Stock1,087,315$71,197,386dollars as filed
INDIE SEMICONDUCTOR INC45569U101CLASS A COM20,283,839$65,313,962dollars as filed
FORGENT POWER SOLUTIONS INC34631F102COM SHS CL A2,071,084$60,620,629dollars as filed
MAREX GROUP PLCG5S37H101COMMON STOCK1,223,750$54,554,775dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock424,434$51,165,519dollars as filed
KURA SUSHI USA INC501270102CL A COM607,917$42,426,527dollars as filed
ONTO INNOVATION INC COM683344105Stock198,694$40,746,179dollars as filed
AXONENTERPRISEINC05464C101STOK90,692$38,515,985dollars as filed
COMFORT SYS USA INC COM199908104Stock26,027$35,890,973dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS2,298,471$33,695,585dollars as filed
LIFE TIME GROUP HOLDINGS INC COMMON STOCK53190C102Stock1,200,483$32,341,012dollars as filed
TTM TECHNOLOGIES INC87305R109COM327,434$31,898,620dollars as filed
FIGURE TECHNOLOGY SOLUTIO349381103COM CL A935,400$31,756,830dollars as filed
MAGNITE INC COM55955D100Stock2,553,413$30,334,546dollars as filed
QXO INC COM NEW82846H405Stock1,509,546$29,315,383dollars as filed
SEMTECH CORP COM816850101Stock370,642$28,498,663dollars as filed
CAVAGROUPINC148929102STOK303,891$24,584,782dollars as filed
RAMBUS INC DEL COM750917106Stock280,246$24,109,563dollars as filed
SPORTRADAR GROUP AGH8088L103COM1,439,659$24,099,892dollars as filed
CELLEBRITE DI LTD ORDINARY SHARESM2197Q107Stock1,739,644$23,972,294dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock5,383,762$23,850,066dollars as filed
SI BONE INC825704109COM1,739,097$21,964,795dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR195,252$21,924,847dollars as filed
YORK SPACE SYSTEMS INC987084100COMMON STOCK967,610$21,451,914dollars as filed
RBC BEARINGS INC COM75524B104Stock38,493$20,906,318dollars as filed
MATERION CORP576690101COM144,476$20,898,453dollars as filed
DIGITAL TURBINE INC25400W102COM NEW7,112,351$20,483,571dollars as filed
CASELLA WASTE SYS INC147448104CL A250,262$19,855,787dollars as filed
GATES INDL CORP PLCG39108108ORD SHS774,604$17,513,796dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS546,969$16,873,994dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK1,169,490$16,641,843dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock1,024,487$16,309,833dollars as filed
TEXAS CAP BANCSHARES INC88224Q107COM171,367$16,259,301dollars as filed
AMERESCO INC02361E108CL A630,073$16,066,861dollars as filed
CENTRUS ENERGY CORP15643U104CL A89,690$15,569,287dollars as filed
ORTHOPEDIATRICS CORP68752L100COMMON STOCK896,741$14,231,280dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock34,332$13,982,394dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock131,738$13,951,054dollars as filed
COMPASS INC20464U100CL A1,885,312$13,781,631dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock722,057$13,776,848dollars as filed
ALIGNMENT HEALTHCARE INC COM01625V104Stock780,500$13,752,410dollars as filed
UNUSUAL MACHS INC91532F102COM SHS1,016,454$12,604,030dollars as filed
ARTERIS INC04302A104COM713,077$11,722,986dollars as filed
FIRST WATCH RESTAURANT GROUP33748L101COM1,088,037$11,402,628dollars as filed
DAVE INC23834J201CLASS A COM NEW65,462$11,396,280dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock96,022$11,332,516dollars as filed
STOKE THERAPEUTICS INC86150R107COM335,586$10,926,680dollars as filed
VIKING THERAPEUTICS INC92686J106COM332,192$10,809,528dollars as filed
TOASTINCCLASSCLASSA888787108STOK399,067$10,579,266dollars as filed
NLIGHT INC65487K100COM185,271$10,564,152dollars as filed
REPLIGEN CORP COM759916109Stock86,953$10,244,802dollars as filed
HEALTHEQUITY INC COM42226A107Stock122,099$10,203,813dollars as filed
CELCUITY INC15102K100COM88,833$10,139,399dollars as filed
STEPSTONE GROUP INC85914M107COM CL A211,626$10,098,793dollars as filed
KINIKSA PHARMACEUTICALS INTL P ORD SHS CL AG52694109Stock209,256$10,075,676dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM242,393$8,750,387dollars as filed
CHIME FINL INC COM SHS CL A16935C109Stock446,152$8,356,427dollars as filed
PHREESIA INC71944F106COM987,607$8,276,147dollars as filed
ENOVIX CORPORATION COM293594107Stock1,589,586$8,234,055dollars as filed
JBT MAREL CORPORATION477839104COM63,212$8,082,918dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM156,314$7,684,396dollars as filed
ARCHER AVIATION INC03945R102COM CL A1,480,746$7,655,457dollars as filed
BRIDGEBIO PHARMA INC10806X102COM102,911$7,642,171dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A753,621$7,558,819dollars as filed
AEROVIRONMENT INC COM008073108Stock40,736$7,456,725dollars as filed
SYNDAX PHARMACEUTICALS INC87164F105COM306,321$7,155,659dollars as filed
MAYVILLE ENGINEERING CO INC578605107COMMON STOCK387,470$6,955,087dollars as filed
CHEFS WHSE INC163086101COM114,599$6,812,911dollars as filed
ALLEGRO MICROSYSTEMS INC01749D105COM215,001$6,778,982dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM77,709$6,758,352dollars as filed
IMMUNOME INC45257U108COM307,021$6,714,549dollars as filed
MP MATERIALS CORP553368101COM CL A138,658$6,691,635dollars as filed
LINDBLAD EXPEDITIONS HLDGS I535219109COM385,383$6,667,126dollars as filed
VEECO INSTRS INC DEL COM922417100Stock192,731$6,525,872dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A375,784$6,523,610dollars as filed
COSTAR GROUP INC COM22160N109Stock161,047$6,496,636dollars as filed
ETHOS TECHNOLOGIES INC29765A101CL A580,595$6,485,246dollars as filed
BETA TECHNOLOGIES INC COM SHS CL A086921103Stock431,958$6,349,783dollars as filed
EDGEWISE THERAPEUTICS INC28036F105COM200,843$6,326,555dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock75,086$6,319,989dollars as filed
ZYMEWORKS INC98985Y108COM250,773$6,279,356dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A96,605$6,203,973dollars as filed
JFROG LTD ORD SHSM6191J100Stock130,103$6,105,734dollars as filed
OWLET INC69120X206CL A NEW1,186,655$6,099,407dollars as filed
XENON PHARMACEUTICALS INC COM98420N105Stock104,478$6,075,396dollars as filed
IMMUNOVANT INC45258J102COM244,430$6,071,641dollars as filed
COGENT COMMUNICATIONS GROUP19239V302COM NEW317,447$5,980,701dollars as filed
NUTANIX INC CL A67059N108Stock156,318$5,941,647dollars as filed
CALLAWAY GOLF CO131193104COM422,920$5,870,130dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock63,054$5,848,889dollars as filed
RADNET INC750491102COM104,282$5,828,321dollars as filed
NPK INTERNATIONAL INC651718504COMMON STOCK401,658$5,820,024dollars as filed
KINSALECAPGROUPINC49714P108STOK16,516$5,642,857dollars as filed
CECO ENVIRONMENTAL CORP125141101COM92,728$5,524,734dollars as filed
FABRINET SHSG3323L100Stock10,431$5,439,975dollars as filed
XERIS BIOPHARMA HOLDINGS INC98422E103COM921,854$5,346,753dollars as filed
ONTERRIS INC615111101COM241,787$5,292,717dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock56,099$5,266,013dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock29,902$5,247,203dollars as filed
BOOT BARN HLDGS INC099406100COM35,455$5,189,194dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW24,165$4,824,542dollars as filed
CYTOKINETICS INC23282W605COM NEW72,464$4,776,102dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock326,721$4,587,163dollars as filed
NUVALENT INC COM670703107Stock43,003$4,405,657dollars as filed
CORVEL CORP COM221006109Stock79,896$4,366,316dollars as filed
908 DEVICES INC COM65443P102Stock695,070$4,253,828dollars as filed
IONQ INC COM46222L108Stock146,012$4,209,526dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock42,573$4,140,224dollars as filed
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD61559X104Stock220,600$4,111,984dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM272,622$4,078,425dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM252,868$3,962,442dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock55,253$3,953,905dollars as filed
TAYSHA GENE THERAPIES INC877619106COMMON STOCK883,241$3,948,087dollars as filed
SOLENO THERAPEUTICS INC834203309COM114,825$3,844,341dollars as filed
EYEPOINT INC COM NEW30233G209Stock297,108$3,829,722dollars as filed
ANAPTYSBIO INC032724106COM66,182$3,670,454dollars as filed
ROGERS CORP COM775133101Stock32,869$3,527,830dollars as filed
NOVA LTD COMM7516K103Stock7,985$3,467,726dollars as filed
CARDINAL INFRASTRUCTURE GR A14154A102COMMON STOCK82,464$3,270,110dollars as filed
OKTAINCCLASSA679295105STOK40,843$3,214,753dollars as filed
VIAVI SOLUTIONS INC925550105COM95,761$3,186,926dollars as filed
NETSKOPE INC CL A64119N608COMMON STOCK367,578$3,120,737dollars as filed
BWX TECHNOLOGIES INC05605H100COM14,704$3,006,821dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock33,699$2,890,700dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM27,391$2,887,011dollars as filed
AGILYSYS INC00847J105COM37,500$2,667,750dollars as filed
GENERAC HLDGS INC368736104COM13,213$2,580,895dollars as filed
GRAIL INC384747101COM49,628$2,564,775dollars as filed
BETA BIONICS INC08659B102COMMON STOCK248,449$2,489,459dollars as filed
NEOGEN CORP640491106COM250,026$2,322,742dollars as filed
BRIDGEBIO ONCOLOGY THERAPEUT107924102COM NEW231,040$2,067,808dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock63,086$1,920,969dollars as filed
CRYOPORT INC COM PAR $0.001229050307Stock231,138$1,913,823dollars as filed
UNITED STATES ANTIMONY CORP911549103COM218,184$1,904,746dollars as filed
WARBY PARKER INC93403J106CL A COM81,924$1,726,139dollars as filed
ELECTROVAYA INC28617B606COM200,195$1,565,525dollars as filed
SWEETGREEN INC87043Q108COM CL A283,646$1,472,123dollars as filed
RED CAT HLDGS INC75644T100COM109,603$1,434,703dollars as filed
AZENTA INC114340102COM40,996$866,245dollars as filed
CEVA INC157210105COMMON STOCK30,260$565,257dollars as filed
IRADIMED CORP46266A109COMMON STOCK4,900$471,674dollars as filed
TRANSCAT INC893529107COM5,941$436,366dollars as filed
ADTRAN HOLDINGS INC00486H105COM30,782$387,238dollars as filed
SURO CAP CORP86887Q109COM NEW21,549$230,790dollars as filed
TECOGEN INC NEW87876P201COM NEW88,496$226,550dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-26-009220this filing2026-05-15acceptance time not in the bulk data set