Granahan Investment Management, LLC 13F Holdings · Q2 2026
Granahan Investment Management, LLC reported 150 securities worth $2.81B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PRCH (6.64%), SIMO (5.29%), FPS (3.60%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRCH | PORCH GROUP INC | $186.4M | 6.64% | 12.4M | Trimmed |
| 2 | SIMO | SILICON MOTION TECHNOLOGY CO | $148.6M | 5.29% | 445,752 | Added |
| 3 | FPS | FORGENT POWER SOLUTIONS INC | $101.0M | 3.60% | 1.8M | Trimmed |
| 4 | INDI | INDIE SEMICONDUCTOR INC | $87.2M | 3.11% | 19.4M | Trimmed |
| 5 | VCTR | VICTORY CAP HLDGS INC DEL | $85.3M | 3.04% | 1.0M | Trimmed |
| 6 | FTAI | FTAI AVIATION LTD | $79.5M | 2.83% | 293,722 | Trimmed |
| 7 | MRX | MAREX GROUP PLC | $76.4M | 2.72% | 1.3M | Added |
| 8 | MOD | MODINE MFG CO | $70.4M | 2.51% | 263,572 | Trimmed |
| 9 | CRS | CARPENTER TECHNOLOGY CORP | $59.8M | 2.13% | 96,981 | Trimmed |
| 10 | NXT | NEXTPOWER INC | $59.1M | 2.11% | 495,938 | Added |
| 11 | MGNI | MAGNITE INC | $58.5M | 2.09% | 3.1M | Added |
| 12 | AXON | AXON ENTERPRISE INC | $54.3M | 1.93% | 96,829 | Added |
| 13 | ONTO | ONTO INNOVATION INC | $53.6M | 1.91% | 141,568 | Trimmed |
| 14 | TTMI | TTM TECHNOLOGIES INC | $50.4M | 1.79% | 269,330 | Trimmed |
| 15 | LGND | LIGAND PHARMACEUTICALS INC | $46.5M | 1.66% | 147,231 | Added |
| 16 | KRUS | KURA SUSHI USA INC | $46.2M | 1.64% | 801,969 | Added |
| 17 | RGEN | REPLIGEN CORP | $45.3M | 1.62% | 332,271 | Added |
| 18 | APPS | DIGITAL TURBINE INC | $45.1M | 1.61% | 3.5M | Trimmed |
| 19 | LTH | LIFE TIME GROUP HOLDINGS INC | $44.3M | 1.58% | 1.1M | Trimmed |
| 20 | GENI | GENIUS SPORTS LIMITED | $42.6M | 1.52% | 7.0M | Added |
| 21 | CWST | CASELLA WASTE SYS INC | $42.3M | 1.51% | 436,289 | Added |
| 22 | QXO | QXO INC | $40.2M | 1.43% | 2.3M | Added |
| 23 | GNRC | GENERAC HLDGS INC | $36.0M | 1.28% | 122,872 | Added |
| 24 | KRNT | KORNIT DIGITAL LTD | $34.4M | 1.23% | 2.1M | Trimmed |
| 25 | ZETA | ZETA GLOBAL HOLDINGS CORP | $34.6M | 1.23% | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR