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CIK: 0001026710
Total reported value
$2.8B
$2.8B
180 檔
13.5%
At the close of Q4 2024, Granahan Investment Management, LLC disclosed equity holdings valued at approximately $2.8B, spread across 180 reported holdings.
In Q4 2024, Granahan Investment Management, LLC adopted a defensive or profit-taking posture, trimming 100 positions and completely liquidating 29 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXON | Axon Enterprise Inc | Stock-Industrials | 4.01% | +0.07% | -31.20% | |
| 2 | VCTR | Victory Capital Holding - A | Stock-Other | 3.10% | -0.40% | -1.44% | |
| 3 | INDI | Indie Semiconductor Inc-a | Stock-Other | 2.99% | -0.05% | -0.75% | |
| 4 | GENI | Genius Sports Limited | Stock-Other | 2.88% | +0.37% | +0.82% | |
| 5 | MRX | Marex Group plc | Stock-Other | 2.85% | +0.08% | +77.65% | |
| 6 | ODD | Oddity Tech Ltd. | Stock-Other | 2.70% | — | +15.94% | |
| 7 | PRCH | Porch Group Inc | Stock-Other | 2.44% | +2.24% | +18.99% | |
| 8 | TOST | Toast Inc-class A | Stock-Tech | 2.40% | +0.17% | -30.80% | |
| 9 | MGNI | Magnite Inc | Stock-Other | 2.40% | +0.62% | -9.69% | |
| 10 | SPSC | Sps Commerce Inc | Stock-Tech | 2.33% | — | +10.70% | |
| 11 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 2.25% | +0.23% | NEW | |
| 12 | KRNT | Kornit Digital Ltd. | Stock-Other | 2.06% | -0.40% | -4.90% | |
| 13 | CRS | Carpenter Technology | Stock-Industrials | 1.89% | -2.44% | -14.36% | |
| 14 | GLOB | Globant S.A. | Stock-Tech | 1.75% | — | +0.30% | |
| 15 | EVH | Evolent Health Inc - A | Stock-Other | 1.73% | — | +5.21% | |
| 16 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 1.64% | +0.55% | -4.89% | |
| 17 | PHR | Phreesia Inc | Stock-Other | 1.53% | -0.40% | EXIT | |
| 18 | LTH | Life Time Group Holdings Inc | Stock-Other | 1.51% | +0.02% | +3.73% | |
| 19 | SRAD | Sportradar Group AG | Stock-Other | 1.45% | -1.17% | EXIT | |
| 20 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.39% | -0.41% | +16.36% | |
| 21 | SG | Sweetgreen Inc - Class A | Stock-Other | 1.37% | +0.11% | +184.75% | |
| 22 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.30% | — | +41.09% | |
| 23 | PCTY | Paylocity Holding CORP | Stock-Tech | 1.26% | — | -4.38% | |
| 24 | SMTC | Semtech CORP | Stock-Tech | 1.18% | -1.38% | EXIT | |
| 25 | FWRG | First Watch Restaurant Group | Stock-Other | 1.14% | +0.08% | +42.70% | |
| 26 | SPT | Sprout Social Inc - Class A | Stock-Other | 1.11% | — | -29.01% | |
| 27 | HUBS | Hubspot Inc | Stock-Tech | 1.08% | — | -19.34% | |
| 28 | KLC | Kindercare Learning Cos Inc | Stock-Other | 1.07% | — | — | |
| 29 | CSGP | Costar Group Inc | Stock-Real Estate | 1.07% | -0.31% | EXIT | |
| 30 | PAR | Par Technology Corp/del | Stock-Other | 1.06% | — | +115.53% | |
| 31 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.05% | — | -15.15% | |
| 32 | EXK | Exact Sciences CORP | Stock-Materials | 1.04% | — | +8.24% | |
| 33 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.98% | -0.67% | EXIT | |
| 34 | SIBN | Si-bone Inc | Stock-Other | 0.96% | +0.06% | -1.31% | |
| 35 | STKL | Sunopta Inc | Stock-Other | 0.89% | — | +26.88% | |
| 36 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.86% | -0.33% | — | |
| 37 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.85% | -0.11% | -18.68% | |
| 38 | STEP | Stepstone Group Inc-class A | Stock-Other | 0.84% | -0.49% | EXIT | |
| 39 | TRNS | Transcat Inc | Stock-Other | 0.83% | — | +131.97% | |
| 40 | WSC | Willscot Holdings CORP | Stock-Industrials | 0.82% | +0.03% | -5.41% | |
| 41 | VERX | Vertex Inc - Class A | Stock-Other | 0.81% | — | -34.00% | |
| 42 | RBC | RBC Bearings Inc | Stock-Industrials | 0.76% | -0.23% | -1.91% | |
| 43 | KIDS | Orthopediatrics CORP | Stock-Other | 0.76% | +0.05% | -22.16% | |
| 44 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.70% | — | +12.14% | |
| 45 | KNF | Knife River CORP | Stock-Materials | 0.69% | — | +35.94% | |
| 46 | SEAT | Vivid Seats Inc. | Stock-Other | 0.65% | — | -29.76% | |
| 47 | RGEN | Repligen CORP | Stock-Healthcare | 0.65% | +1.12% | +21.71% | |
| 48 | ENVX | Enovix CORP | Stock-Other | 0.62% | -0.38% | +10.07% | |
| 49 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.61% | -0.01% | -0.47% | |
| 50 | INSM | Insmed Inc | Stock-Healthcare | 0.60% | — | -3.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | +1.8% | +18.99% | Add |
| 2 | MRX | Marex Group plc | +1.7% | +77.65% | Add |
| 3 | KLC | Kindercare Learning Cos Inc | +1.1% | NEW | New buy |
| 4 | SRAD | Sportradar Group AG | +0.9% | +86.25% | Add |
| 5 | SG | Sweetgreen Inc - Class A | +0.9% | +184.75% | Add |
| 6 | ACHR | Archer Aviation Inc-a | +0.9% | NEW | New buy |
| 7 | SMTC | Semtech CORP | +0.8% | +126.22% | Add |
| 8 | PAR | Par Technology Corp/del | +0.7% | +115.53% | Add |
| 9 | VCTR | Victory Capital Holding - A | +0.6% | -1.44% | Trim |
| 10 | ODD | Oddity Tech Ltd. | +0.6% | +15.94% | Add |
| 11 | RDDT | Reddit Inc-cl A | +0.6% | -15.15% | Trim |
| 12 | FWRG | First Watch Restaurant Group | +0.5% | +42.70% | Add |
| 13 | ACVA | Acv Auctions Inc-a | +0.5% | +41.09% | Add |
| 14 | TRNS | Transcat Inc | +0.4% | +131.97% | Add |
| 15 | GENI | Genius Sports Limited | +0.4% | +0.82% | Add |
| 16 | FOUR | Shift4 Payments Inc-class A | +0.4% | -1.38% | Trim |
| 17 | ELF | Elf Beauty Inc | +0.4% | NEW | New buy |
| 18 | DMRC | Digimarc Corporation | +0.4% | NEW | New buy |
| 19 | KRUS | Kura Sushi USA Inc-class A | +0.4% | +16.36% | Add |
| 20 | KRNT | Kornit Digital Ltd. | +0.4% | -4.90% | Trim |
| 21 | FTAI | FTAI Aviation Ltd. | +0.4% | NEW | New buy |
| 22 | STKL | Sunopta Inc | +0.3% | +26.88% | Add |
| 23 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.3% | NEW | New buy |
| 24 | STEP | Stepstone Group Inc-class A | +0.3% | +48.82% | Add |
| 25 | AXON | Axon Enterprise Inc | +0.3% | -31.20% | Trim |
| 26 | BOOT | Boot Barn Holdings Inc | +0.3% | +137.67% | Add |
| 27 | KNF | Knife River CORP | +0.3% | +35.94% | Add |
| 28 | GLOB | Globant S.A. | +0.2% | +0.30% | Add |
| 29 | SPSC | Sps Commerce Inc | +0.2% | +10.70% | Add |
| 30 | PCTY | Paylocity Holding CORP | +0.2% | -4.38% | Trim |
| 31 | PHR | Phreesia Inc | +0.2% | -0.13% | Trim |
| 32 | MGNI | Magnite Inc | +0.2% | -9.69% | Trim |
| 33 | INDI | Indie Semiconductor Inc-a | +0.2% | -0.75% | Trim |
| 34 | MGRC | Mcgrath Rentcorp | +0.2% | NEW | New buy |
| 35 | INFA1EUR | Informatica Inc - Class A | +0.2% | +74.89% | Add |
| 36 | MOD | Modine Manufacturing Co | +0.2% | +59.32% | Add |
| 37 | ENVX | Enovix CORP | +0.2% | +10.07% | Add |
| 38 | IMVT | Immunovant Inc | +0.2% | NEW | New buy |
| 39 | IMNM | Immunome Inc | +0.1% | NEW | New buy |
| 40 | RGEN | Repligen CORP | +0.1% | +21.71% | Add |
| 41 | URBN | Urban Outfitters Inc | +0.1% | NEW | New buy |
| 42 | CLBT | Cellebrite DI Ltd. | +0.1% | +69.52% | Add |
| 43 | STVN | Stevanato Group S.p.A. | +0.1% | +95.20% | Add |
| 44 | ACHC | Acadia Healthcare Co Inc | +0.1% | +190.93% | Add |
| 45 | GTES | Gates Industrial Corporation plc | +0.1% | -0.47% | Trim |
| 46 | HUBS | Hubspot Inc | +0.1% | -19.34% | Trim |
| 47 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 48 | P | Everpure Inc-a | +0.1% | +4.82% | Add |
| 49 | CWST | Casella Waste Systems Inc-a | +0.1% | -4.89% | Trim |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Granahan Investment Management, LLC reported a total U.S. public equity portfolio value of $2.8B across 180 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AXON, VCTR, INDI) accounted for 13.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
KLC
市值: $25.7M
Top Position Liquidated / Trimmed
SMARGBP
前期市值: $33.3M
During Q4 2024, Granahan Investment Management, LLC's top holdings by market value included AXON (4.0%)、VCTR (3.1%)、INDI (3.0%). The largest single position, AXON, represented 4.0% of total portfolio value.
In Q4 2024, Granahan Investment Management, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 50 positions, trimming 100 holdings, and fully liquidating 29 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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