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Granahan Investment Management LLC
institutionel investor · portefølje $2.81 mia. · 150 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 171
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Porch Group Inc US:PRCH | 12 393 660 | $186 mio. | 6.64% | −281 327 |
| Silicon Motion Technology US:SIMO | 445 752 | $149 mio. | 5.29% | +250 500 |
| Forgent Power Solutions, Inc… US:FPS | 1 807 608 | $101 mio. | 3.60% | −263 476 |
| indie Semiconductor Inc US:INDI | 19 419 892 | $87.2 mio. | 3.11% | −863 947 |
| Victory Capital Holdings Inc US:VCTR | 1 015 343 | $85.3 mio. | 3.04% | −71 972 |
| FTAI AVIATION LTD CUSIP G3730V105 | 293 722 | $79.5 mio. | 2.83% | −46 595 |
| MAREX GROUP PLC CUSIP G5S37H101 | 1 254 283 | $76.4 mio. | 2.72% | +30 533 |
| Modine Manufacturing Company US:MOD | 263 572 | $70.4 mio. | 2.51% | −114 014 |
| Carpenter Technology Corpora… US:CRS | 96 981 | $59.8 mio. | 2.13% | −142 488 |
| Nextpower Inc. US:NXT | 495 938 | $59.1 mio. | 2.11% | +71 504 |
| Magnite Inc US:MGNI | 3 083 211 | $58.5 mio. | 2.09% | +529 798 |
| Axon Enterprise Inc. US:AXON | 96 829 | $54.3 mio. | 1.93% | +6 137 |
| Onto Innovation Inc US:ONTO | 141 568 | $53.6 mio. | 1.91% | −57 126 |
| TTM TECHNOLOGIES INC US:TTMI | 269 330 | $50.4 mio. | 1.79% | −58 104 |
| LIGAND PHARMACEUTICALS INC US:LGND | 147 231 | $46.5 mio. | 1.66% | +123 066 |
| Kura Sushi USA Inc US:KRUS | 801 969 | $46.2 mio. | 1.64% | +194 052 |
| REPLIGEN CORP US:RGEN | 332 271 | $45.3 mio. | 1.62% | +245 318 |
| Digital Turbine, Inc. US:APPS | 3 494 200 | $45.1 mio. | 1.61% | −3 618 151 |
| Life Time Group Holdings Inc US:LTH | 1 083 587 | $44.3 mio. | 1.58% | −116 896 |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 7 024 330 | $42.6 mio. | 1.52% | +1 640 568 |
| Casella Waste Systems Inc US:CWST | 436 289 | $42.3 mio. | 1.51% | +186 027 |
| QXO, Inc. US:QXO | 2 327 662 | $40.2 mio. | 1.43% | +818 116 |
| Generac Holdings Inc US:GNRC | 122 872 | $36.0 mio. | 1.28% | +109 659 |
| Zeta Global Holdings Corp US:ZETA | 1 758 212 | $34.6 mio. | 1.23% | +733 725 |
| KORNIT DIGITAL LTD CUSIP M6372Q113 | 2 119 398 | $34.4 mio. | 1.23% | −179 073 |
| Twist Bioscience Corp US:TWST | 314 882 | $32.4 mio. | 1.15% | ny |
| Dave Inc US:DAVE | 84 897 | $31.6 mio. | 1.13% | +19 435 |
| Si-Bone Inc US:SIBN | 1 931 182 | $31.5 mio. | 1.12% | +192 085 |
| JFROG LTD CUSIP M6191J100 | 299 683 | $27.2 mio. | 0.97% | +169 580 |
| Figure Technology Solutions,… US:FIGR | 842 306 | $25.9 mio. | 0.92% | −93 094 |
| CELLEBRITE DI LTD CUSIP M2197Q107 | 1 661 163 | $24.3 mio. | 0.86% | −78 481 |
| GATES INDL CORP PLC CUSIP G39108108 | 843 441 | $23.6 mio. | 0.84% | +68 837 |
| GLOBAL E ONLINE LTD CUSIP M5216V106 | 633 327 | $22.0 mio. | 0.78% | +86 358 |
| GRAIL, LLC US:GRAL | 321 176 | $21.9 mio. | 0.78% | +271 548 |
| RBC Bearings Incorporated US:RBC | 34 017 | $21.9 mio. | 0.78% | −4 476 |
| CAVA Group, Inc. US:CAVA | 265 411 | $20.8 mio. | 0.74% | −38 480 |
| Orthopediatrics Corp US:KIDS | 1 085 964 | $20.8 mio. | 0.74% | +189 223 |
| Materion Corporation US:MTRN | 69 793 | $20.8 mio. | 0.74% | −74 683 |
| Descartes Systems Group Inc US:DSGX | 297 257 | $20.6 mio. | 0.73% | +242 004 |
| Quantinuum Inc. Class A US:QNT | 233 540 | $19.1 mio. | 0.68% | ny |
| Toast Inc US:TOST | 685 751 | $19.1 mio. | 0.68% | +286 684 |
| Texas Capital Bancshares, In… US:TCBI | 184 087 | $19.0 mio. | 0.68% | +12 720 |
| SHARKNINJA INC CUSIP G8068L108 | 124 271 | $18.9 mio. | 0.67% | −7 467 |
| Celcuity LLC US:CELC | 179 053 | $18.7 mio. | 0.67% | +90 220 |
| Unusual Machines, Inc. US:UMAC | 829 328 | $18.5 mio. | 0.66% | −187 126 |
| First Watch Restaurant Group… US:FWRG | 1 363 852 | $17.6 mio. | 0.63% | +275 815 |
| Nutanix, Inc. US:NTNX | 336 852 | $17.2 mio. | 0.61% | +180 534 |
| nLIGHT Inc US:LASR | 236 991 | $16.5 mio. | 0.59% | +51 720 |
| Veeco Instruments Inc US:VECO | 204 837 | $15.5 mio. | 0.55% | +12 106 |
| Stoke Therapeutics, Inc. US:STOK | 461 608 | $15.1 mio. | 0.54% | +126 022 |
| BIOLIFE SOLUTIONS INC US:BLFS | 521 430 | $14.7 mio. | 0.52% | −200 627 |
| AeroVironment Inc US:AVAV | 86 783 | $14.3 mio. | 0.51% | +46 047 |
| Arlo Technologies US:ARLO | 1 025 050 | $13.8 mio. | 0.49% | −144 440 |
| Allegro Microsystems Inc US:ALGM | 185 461 | $12.9 mio. | 0.46% | −29 540 |
| Mayville Engineering Co Inc US:MEC | 324 108 | $12.1 mio. | 0.43% | −63 362 |
| Chime Financial, Inc. Class… US:CHYM | 583 381 | $11.9 mio. | 0.43% | +137 229 |
| York Space Systems Inc. US:YSS | 468 190 | $11.5 mio. | 0.41% | −499 420 |
| Alkami Technology Inc US:ALKT | 627 781 | $11.4 mio. | 0.41% | +374 913 |
| Arxis, Inc. Class A US:ARXS | 241 183 | $11.1 mio. | 0.40% | ny |
| DigitalOcean Holdings Inc US:DOCN | 70 354 | $11.0 mio. | 0.39% | +36 655 |
| RadNet Inc US:RDNT | 171 637 | $10.6 mio. | 0.38% | +67 355 |
| JBTMarel Corp US:JBTM | 72 356 | $10.5 mio. | 0.37% | +9 144 |
| iRhythm Technologies Inc US:IRTC | 83 903 | $9.98 mio. | 0.36% | −12 119 |
| Agilysys Inc US:AGYS | 94 777 | $9.90 mio. | 0.35% | +57 277 |
| Syndax Pharmaceuticals Inc US:SNDX | 446 988 | $9.77 mio. | 0.35% | +140 667 |
| KINIKSA PHARMACEUTICALS INTL CUSIP G52694109 | 151 725 | $9.70 mio. | 0.35% | −57 531 |
| Willscot Mobile Mini Holding… US:WSC | 336 172 | $9.70 mio. | 0.35% | −39 612 |
| Okta, Inc. US:OKTA | 68 271 | $9.32 mio. | 0.33% | +27 428 |
| Rhythm Pharmaceuticals Inc US:RYTM | 83 270 | $9.25 mio. | 0.33% | +5 561 |
| LIGHTPATH TECHNOLOGIES INC US:LPTH | 563 045 | $9.21 mio. | 0.33% | −190 576 |
| Owlet Inc US:OWLT | 1 595 419 | $9.16 mio. | 0.33% | +408 764 |
| Scholar Rock Holding Corp US:SRRK | 163 759 | $9.01 mio. | 0.32% | +7 445 |
| The Chefs Warehouse Inc US:CHEF | 93 187 | $8.96 mio. | 0.32% | −21 412 |
| Taysha Gene Therapies Inc US:TSHA | 1 305 177 | $8.89 mio. | 0.32% | +421 936 |
| Lattice Semiconductor Corpor… US:LSCC | 57 848 | $8.85 mio. | 0.32% | −5 206 |
| RAMBUS INC US:RMBS | 66 245 | $8.79 mio. | 0.31% | −214 001 |
| HealthEquity Inc US:HQY | 97 318 | $8.79 mio. | 0.31% | −24 781 |
| Zymeworks Inc. US:ZYME | 336 157 | $8.79 mio. | 0.31% | +85 384 |
| CECO Environmental Corp. US:CECO | 94 823 | $8.60 mio. | 0.31% | +2 095 |
| Alignment Healthcare LLC US:ALHC | 354 973 | $8.45 mio. | 0.30% | −425 527 |
| MP Materials Corp US:MP | 148 652 | $8.33 mio. | 0.30% | +9 994 |
| Immunome Inc US:IMNM | 378 542 | $8.02 mio. | 0.29% | +71 521 |
| Immunovant, Inc. US:IMVT | 206 372 | $7.95 mio. | 0.28% | −38 058 |
| Edgewise Therapeutics Inc US:EWTX | 193 778 | $7.87 mio. | 0.28% | −7 065 |
| Xenon Pharmaceuticals Inc US:XENE | 129 443 | $7.81 mio. | 0.28% | +24 965 |
| Arteris Inc US:AIP | 160 415 | $7.79 mio. | 0.28% | −552 662 |
| Rigetti Computing Inc US:RGTI | 395 177 | $7.63 mio. | 0.27% | +68 456 |
| Dyne Therapeutics Inc US:DYN | 338 565 | $7.52 mio. | 0.27% | ny |
| Anterix Inc US:ATEX | 72 121 | $7.42 mio. | 0.26% | ny |
| BridgeBio Pharma Inc US:BBIO | 99 130 | $7.38 mio. | 0.26% | −3 781 |
| Spyre Therapeutics Inc. US:SYRE | 82 991 | $7.37 mio. | 0.26% | ny |
| Guidewire Software Inc US:GWRE | 58 689 | $7.22 mio. | 0.26% | ny |
| Karman Holdings Inc. US:KRMN | 144 544 | $7.22 mio. | 0.26% | ny |
| Evolv Technologies Holdings… US:EVLV | 1 235 954 | $7.17 mio. | 0.26% | ny |
| IRADIMED CORP US:IRMD | 74 966 | $7.16 mio. | 0.26% | +70 066 |
| Xeris Pharmaceuticals Inc US:XERS | 898 753 | $7.12 mio. | 0.25% | −23 101 |
| Beta Technologies, Inc. US:BETA | 422 493 | $7.08 mio. | 0.25% | −9 465 |
| Netskope Inc US:NTSK | 607 060 | $6.64 mio. | 0.24% | +239 482 |
| CorVel Corp US:CRVL | 105 569 | $6.60 mio. | 0.24% | +25 673 |
| Callaway Golf Company US:CALY | 342 173 | $6.43 mio. | 0.23% | −80 747 |
| Shift4 Payments Inc US:FOUR | 132 151 | $6.43 mio. | 0.23% | ny |
| Cryoport Inc US:CYRX | 403 919 | $6.34 mio. | 0.23% | +172 781 |
| MoonLake Immunotherapeutics US:MLTX | 313 884 | $6.11 mio. | 0.22% | +93 284 |
| Protagonist Therapeutics Inc US:PTGX | 49 809 | $6.11 mio. | 0.22% | +22 418 |
| 908 Devices Inc. US:MASS | 692 092 | $6.02 mio. | 0.21% | −2 978 |
| Green Brick Partners Inc US:GRBK | 75 201 | $6.02 mio. | 0.21% | ny |
| Kinsale Capital Group Inc US:KNSL | 17 983 | $5.93 mio. | 0.21% | +1 467 |
| Mama's Creations, Inc. US:MAMA | 330 072 | $5.89 mio. | 0.21% | ny |
| Viking Therapeutics Inc US:VKTX | 148 044 | $5.78 mio. | 0.21% | −184 148 |
| Advanced Energy Industries I… US:AEIS | 15 412 | $5.75 mio. | 0.20% | ny |
| Core Scientific, Inc. US:CORZ | 208 725 | $5.34 mio. | 0.19% | −63 897 |
| Onterris US:ONT | 259 703 | $5.25 mio. | 0.19% | +17 916 |
| AnaptysBio Inc US:ANAB | 75 962 | $5.13 mio. | 0.18% | +9 780 |
| NOVA LTD CUSIP M7516K103 | 9 093 | $4.94 mio. | 0.18% | +1 108 |
| Sweetgreen Inc US:SG | 559 643 | $4.93 mio. | 0.18% | +275 997 |
| Lindblad Expeditions Holding… US:LIND | 173 876 | $4.91 mio. | 0.17% | −211 507 |
| Oruka Therapeutics, Inc. US:ORKA | 51 038 | $4.86 mio. | 0.17% | ny |
| First Tracks Biotherapeutics US:TRAX | 238 304 | $4.79 mio. | 0.17% | ny |
| Beta Bionics, Inc. US:BBNX | 299 632 | $4.70 mio. | 0.17% | +51 183 |
| Cardinal Infrastructure Grou… US:CDNL | 47 947 | $4.52 mio. | 0.16% | −34 517 |
| ExlService Holdings Inc US:EXLS | 174 094 | $4.50 mio. | 0.16% | +111 008 |
| APOGEE THERAPEUTICS INC CUSIP 03770N101 | 33 889 | $4.50 mio. | 0.16% | −41 197 |
| BridgeBio Oncology Therapeut… US:BBOT | 558 526 | $4.26 mio. | 0.15% | +327 486 |
| Cogent Communications Group… US:CCOI | 302 653 | $4.20 mio. | 0.15% | −14 794 |
| Freshpet Inc US:FRPT | 62 709 | $3.71 mio. | 0.13% | ny |
| BWX Technologies Inc US:BWXT | 18 976 | $3.69 mio. | 0.13% | +4 272 |
| NPK International Inc. US:NPKI | 221 224 | $3.52 mio. | 0.13% | −180 434 |
| Cytokinetics Inc US:CYTK | 40 247 | $3.43 mio. | 0.12% | −32 217 |
| SILICOM LTD CUSIP M84116108 | 68 454 | $3.28 mio. | 0.12% | ny |
| Viavi Solutions Inc US:VIAV | 65 711 | $3.14 mio. | 0.11% | −30 050 |
| Lumexa Imaging Holdings, Inc… US:LMRI | 263 156 | $2.97 mio. | 0.11% | ny |
| Spire Global Inc US:SPIR | 159 131 | $2.96 mio. | 0.11% | ny |
| Rogers Corporation US:ROG | 17 146 | $2.81 mio. | 0.10% | −15 723 |
| Strata Critical Medical, Inc… US:SRTA | 503 005 | $2.65 mio. | 0.09% | ny |
| Warby Parker Inc US:WRBY | 87 356 | $2.65 mio. | 0.09% | +5 432 |
| Enphase Energy Inc US:ENPH | 53 750 | $2.65 mio. | 0.09% | ny |
| Boot Barn Holdings Inc US:BOOT | 13 283 | $2.18 mio. | 0.08% | −22 172 |
| EyePoint, Inc US:EYPT | 149 387 | $2.14 mio. | 0.08% | −147 721 |
| Trivago NV US:TRVG | 362 513 | $1.98 mio. | 0.07% | ny |
| United States Antimony Corpo… US:UAMY | 229 474 | $1.67 mio. | 0.06% | +11 290 |
| Centrus Energy Corp. US:LEU | 8 902 | $1.49 mio. | 0.05% | −80 788 |
| Archer Aviation Inc. US:ACHR | 226 407 | $1.07 mio. | 0.04% | −1 254 339 |
| Transcat Inc US:TRNS | 7 467 | $693 t. | 0.02% | +1 526 |
| Ameresco Inc US:AMRC | 23 622 | $652 t. | 0.02% | −606 451 |
| ADTRAN Inc US:ADTN | 44 758 | $622 t. | 0.02% | +13 976 |
| Electrovaya Inc. US:ELVA | 47 200 | $496 t. | 0.02% | −152 995 |
| Enovix Corp US:ENVX | 79 900 | $485 t. | 0.02% | −1 509 686 |
| Universal Technical Institut… US:UTI | 8 709 | $372 t. | 0.01% | −233 684 |
| CEVA Inc US:CEVA | 6 985 | $329 t. | 0.01% | −23 275 |
| Neostellar Capital Corp. US:NSLR | 21 549 | $270 t. | 0.01% | — |
| TOWER SEMICONDUCTOR LTD CUSIP M87915274 | 0 (var 29 902) | — | — | solgt |
| Ethos Technologies Inc. Clas… US:LIFE | 0 (var 580 595) | — | — | solgt |
| IONQ Inc US:IONQ | 0 (var 146 012) | — | — | solgt |
| Neogen Corporation US:NEOG | 0 (var 250 026) | — | — | solgt |
| NUVALENT INC CUSIP 670703107 | 0 (var 43 003) | — | — | solgt |
| Phreesia Inc US:PHR | 0 (var 987 607) | — | — | solgt |
| Red Cat Holdings Inc US:RCAT | 0 (var 109 603) | — | — | solgt |
| Revolution Medicines, Inc. US:RVMD | 0 (var 42 573) | — | — | solgt |
| GeneDx Holdings Corp. US:WGS | 0 (var 96 605) | — | — | solgt |
| SEMTECH CORP US:SMTC | 0 (var 370 642) | — | — | solgt |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (var 114 825) | — | — | solgt |
| Stepstone Group Inc US:STEP | 0 (var 211 626) | — | — | solgt |
| Sterling Infrastructure, Inc… US:STRL | 0 (var 34 332) | — | — | solgt |
| Tecogen Inc. US:TGEN | 0 (var 88 496) | — | — | solgt |
| Azenta Inc US:AZTA | 0 (var 40 996) | — | — | solgt |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 0 (var 56 099) | — | — | solgt |
| Comfort Systems USA Inc US:FIX | 0 (var 26 027) | — | — | solgt |
| FABRINET CUSIP G3323L100 | 0 (var 10 431) | — | — | solgt |
| Compass Inc US:COMP | 0 (var 1 885 312) | — | — | solgt |
| SPORTRADAR GROUP AG CUSIP H8088L103 | 0 (var 1 439 659) | — | — | solgt |
| CoStar Group Inc US:CSGP | 0 (var 161 047) | — | — | solgt |
I virksomheder i vores database 3
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Kornit Digital Ltd | 4.93% | 2 119 398 | 2026-06-30 |
| Digital Turbine, Inc. | 2.89% | 3 494 200 | 2026-06-30 |
| Genius Sports Ltd | 2.85% | 7 024 330 | 2026-06-30 |
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