13F-HR filed by Granahan Investment Management, LLC
Granahan Investment Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 150 holding rows worth $2,806,359,268.
- Accession
- 0001398344-26-014483
- Filer
- CIK 1026710
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 150 entries on the cover page, a total value of $2,806,359,268 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,806,359,268 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 | 12,393,660 | $186,400,646 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 445,752 | $148,582,514 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 1,807,608 | $100,972,983 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 19,419,892 | $87,195,315 | dollars as filed | |
| VICTORY CAP HLDGS INC DEL COM CL A | 92645B103 | Stock | 1,015,343 | $85,349,733 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 293,722 | $79,460,613 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 1,254,283 | $76,448,549 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 263,572 | $70,378,995 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 96,981 | $59,821,760 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 495,938 | $59,086,053 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 3,083,211 | $58,519,345 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 96,829 | $54,283,306 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 141,568 | $53,576,410 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 269,330 | $50,370,097 | dollars as filed | |
| LIGAND PHARMACEUTICALS INC | 53220K504 | COM NEW | 147,231 | $46,538,247 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 801,969 | $46,161,336 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 332,271 | $45,335,055 | dollars as filed | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 3,494,200 | $45,075,180 | dollars as filed | |
| LIFE TIME GROUP HOLDINGS INC COMMON STOCK | 53190C102 | Stock | 1,083,587 | $44,253,693 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 7,024,330 | $42,567,440 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 436,289 | $42,306,944 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 2,327,662 | $40,221,999 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 122,872 | $35,978,150 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 1,758,212 | $34,601,612 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 2,119,398 | $34,440,217 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 314,882 | $32,395,060 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 84,897 | $31,631,773 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 1,931,182 | $31,516,890 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 299,683 | $27,235,191 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 842,306 | $25,867,217 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 1,661,163 | $24,252,980 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 843,441 | $23,591,045 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 633,327 | $21,995,447 | dollars as filed | |
| GRAIL INC | 384747101 | COM | 321,176 | $21,926,686 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 34,017 | $21,908,989 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 265,411 | $20,829,455 | dollars as filed | |
| ORTHOPEDIATRICS CORP | 68752L100 | COMMON STOCK | 1,085,964 | $20,774,491 | dollars as filed | |
| MATERION CORP | 576690101 | COM | 69,793 | $20,755,740 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 297,257 | $20,582,075 | dollars as filed | |
| QUANTINUUM INC | 74768A104 | CL A COM | 233,540 | $19,089,560 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 685,751 | $19,077,593 | dollars as filed | |
| TEXAS CAP BANCSHARES INC | 88224Q107 | COM | 184,087 | $19,008,824 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 124,271 | $18,922,745 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 179,053 | $18,732,525 | dollars as filed | |
| UNUSUAL MACHS INC | 91532F102 | COM SHS | 829,328 | $18,494,014 | dollars as filed | |
| FIRST WATCH RESTAURANT GROUP | 33748L101 | COM | 1,363,852 | $17,580,052 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 336,852 | $17,165,978 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 236,991 | $16,499,313 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 204,837 | $15,526,645 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 461,608 | $15,103,814 | dollars as filed | |
| BIOLIFE SOLUTIONS INC COM NEW | 09062W204 | Stock | 521,430 | $14,725,183 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 86,783 | $14,325,270 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 1,025,050 | $13,817,674 | dollars as filed | |
| ALLEGRO MICROSYSTEMS INC | 01749D105 | COM | 185,461 | $12,911,795 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 324,108 | $12,141,086 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 583,381 | $11,947,643 | dollars as filed | |
| YORK SPACE SYSTEMS INC | 987084100 | COMMON STOCK | 468,190 | $11,526,838 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 627,781 | $11,375,392 | dollars as filed | |
| ARXIS INC | 04339D105 | CL A COM | 241,183 | $11,128,184 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 70,354 | $11,047,689 | dollars as filed | |
| RADNET INC | 750491102 | COM | 171,637 | $10,584,854 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 72,356 | $10,491,620 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 83,903 | $9,980,262 | dollars as filed | |
| AGILYSYS INC | 00847J105 | COM | 94,777 | $9,904,197 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 446,988 | $9,771,158 | dollars as filed | |
| KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | G52694109 | Stock | 151,725 | $9,702,814 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 336,172 | $9,701,924 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 68,271 | $9,315,578 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 83,270 | $9,245,468 | dollars as filed | |
| LIGHTPATH TECHNOLOGIES INC | 532257805 | COM CL A | 563,045 | $9,205,786 | dollars as filed | |
| OWLET INC | 69120X206 | CL A NEW | 1,595,419 | $9,157,705 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 163,759 | $9,006,745 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 93,187 | $8,955,271 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 1,305,177 | $8,888,255 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 57,848 | $8,848,430 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 66,245 | $8,793,361 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 97,318 | $8,789,762 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 336,157 | $8,787,144 | dollars as filed | |
| CECO ENVIRONMENTAL CORP | 125141101 | COM | 94,823 | $8,604,239 | dollars as filed | |
| ALIGNMENT HEALTHCARE INC COM | 01625V104 | Stock | 354,973 | $8,451,907 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 148,652 | $8,325,999 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 378,542 | $8,021,305 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 206,372 | $7,951,513 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 193,778 | $7,873,200 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 129,443 | $7,813,179 | dollars as filed | |
| ARTERIS INC | 04302A104 | COM | 160,415 | $7,794,565 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 395,177 | $7,634,820 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 338,565 | $7,519,529 | dollars as filed | |
| ANTERIX INC | 03676C100 | COMMON STOCK | 72,121 | $7,424,136 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 99,130 | $7,383,202 | dollars as filed | |
| SPYRE THERAPEUTICS INC | 00773J202 | COM NEW | 82,991 | $7,367,941 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 58,689 | $7,221,681 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 144,544 | $7,215,636 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 1,235,954 | $7,168,533 | dollars as filed | |
| IRADIMED CORP | 46266A109 | COMMON STOCK | 74,966 | $7,163,751 | dollars as filed | |
| XERIS BIOPHARMA HOLDINGS INC | 98422E103 | COM | 898,753 | $7,118,124 | dollars as filed | |
| BETA TECHNOLOGIES INC COM SHS CL A | 086921103 | Stock | 422,493 | $7,076,758 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 607,060 | $6,641,236 | dollars as filed | |
| CORVEL CORP COM | 221006109 | Stock | 105,569 | $6,600,174 | dollars as filed | |
| CALLAWAY GOLF CO | 131193104 | COM | 342,173 | $6,429,431 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 132,151 | $6,427,825 | dollars as filed | |
| CRYOPORT INC COM PAR $0.001 | 229050307 | Stock | 403,919 | $6,341,528 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 313,884 | $6,111,321 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 49,809 | $6,105,587 | dollars as filed | |
| 908 DEVICES INC COM | 65443P102 | Stock | 692,092 | $6,021,200 | dollars as filed | |
| GREEN BRICK PARTNERS INC | 392709101 | COM | 75,201 | $6,019,088 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 17,983 | $5,930,973 | dollars as filed | |
| MAMAS CREATIONS INC COM | 56146T103 | Stock | 330,072 | $5,891,785 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 148,044 | $5,775,196 | dollars as filed | |
| ADVANCED ENERGY INDS COM | 007973100 | Stock | 15,412 | $5,746,672 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 208,725 | $5,341,273 | dollars as filed | |
| ONTERRIS INC | 615111101 | COM | 259,703 | $5,248,598 | dollars as filed | |
| ANAPTYSBIO INC | 032724106 | COM | 75,962 | $5,127,435 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 9,093 | $4,936,953 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 559,643 | $4,930,455 | dollars as filed | |
| LINDBLAD EXPEDITIONS HLDGS I | 535219109 | COM | 173,876 | $4,910,258 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 51,038 | $4,857,286 | dollars as filed | |
| FIRST TRACKS BIOTHERAPEUTICS | 337185102 | ORD SHS *A* | 238,304 | $4,794,676 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 299,632 | $4,695,233 | dollars as filed | |
| CARDINAL INFRASTRUCTURE GR A | 14154A102 | COMMON STOCK | 47,947 | $4,516,607 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 174,094 | $4,502,071 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 33,889 | $4,498,087 | dollars as filed | |
| BRIDGEBIO ONCOLOGY THERAPEUT | 107924102 | COM NEW | 558,526 | $4,255,968 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 302,653 | $4,200,824 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 62,709 | $3,707,356 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 18,976 | $3,693,678 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 221,224 | $3,519,674 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 40,247 | $3,428,642 | dollars as filed | |
| SILICOM LTD | M84116108 | ORD | 68,454 | $3,281,685 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 65,711 | $3,137,700 | dollars as filed | |
| LUMEXA IMAGING HOLDINGS INC | 550249106 | COMMON STOCK | 263,156 | $2,968,400 | dollars as filed | |
| SPIRE GLOBAL INC | 848560306 | COMMON STOCK | 159,131 | $2,959,837 | dollars as filed | |
| ROGERS CORP COM | 775133101 | Stock | 17,146 | $2,807,315 | dollars as filed | |
| STRATA CRITICAL MEDICAL INC | 092667104 | CL A COM | 503,005 | $2,650,836 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 87,356 | $2,650,381 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 53,750 | $2,646,650 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 13,283 | $2,181,998 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 149,387 | $2,136,234 | dollars as filed | |
| TRIVAGO N V | 89686D303 | SPON ADS A SHS N | 362,513 | $1,982,946 | dollars as filed | |
| UNITED STATES ANTIMONY CORP | 911549103 | COM | 229,474 | $1,665,981 | dollars as filed | |
| CENTRUS ENERGY CORP | 15643U104 | CL A | 8,902 | $1,494,379 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 226,407 | $1,070,905 | dollars as filed | |
| TRANSCAT INC | 893529107 | COM | 7,467 | $692,714 | dollars as filed | |
| AMERESCO INC | 02361E108 | CL A | 23,622 | $651,967 | dollars as filed | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 44,758 | $622,136 | dollars as filed | |
| ELECTROVAYA INC | 28617B606 | COM | 47,200 | $495,600 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 79,900 | $484,993 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 8,709 | $372,484 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 6,985 | $329,413 | dollars as filed | |
| SURO CAP CORP | 86887Q109 | COM NEW | 21,549 | $270,224 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-014483 | this filing | 2026-08-14 | acceptance time not in the bulk data set |