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CIK: 0001026710
Total reported value
$2.8B
$2.8B
159 檔
13.0%
During the Q1 2025 filing period, Granahan Investment Management, LLC (CIK: 0001026710) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 159 reported positions.
In Q1 2025, Granahan Investment Management, LLC displayed an active expansion posture, initiating 159 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | Stock-Other | 4.26% | +2.24% | -1.37% | |
| 2 | GENI | Genius Sports Limited | Stock-Other | 3.88% | +0.37% | -2.24% | |
| 3 | MRX | Marex Group plc | Stock-Other | 3.72% | +0.08% | -3.36% | |
| 4 | ODD | Oddity Tech Ltd. | Stock-Other | 3.35% | — | +1.10% | |
| 5 | VCTR | Victory Capital Holding - A | Stock-Other | 3.02% | -0.40% | -7.51% | |
| 6 | SPSC | Sps Commerce Inc | Stock-Tech | 2.67% | — | +33.26% | |
| 7 | TOST | Toast Inc-class A | Stock-Tech | 2.47% | +0.17% | -5.10% | |
| 8 | COMP | Compass Inc - Class A | Stock-Real Estate | 2.35% | -0.67% | EXIT | |
| 9 | LTH | Life Time Group Holdings Inc | Stock-Other | 2.35% | +0.02% | -4.72% | |
| 10 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.21% | +0.07% | -47.84% | |
| 11 | CRS | Carpenter Technology | Stock-Industrials | 2.10% | -2.44% | -12.75% | |
| 12 | SRAD | Sportradar Group AG | Stock-Other | 2.04% | -1.17% | EXIT | |
| 13 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 1.90% | +0.55% | -7.88% | |
| 14 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.90% | +0.54% | +715.47% | |
| 15 | INDI | Indie Semiconductor Inc-a | Stock-Other | 1.78% | -0.05% | -0.88% | |
| 16 | SMTC | Semtech CORP | Stock-Tech | 1.64% | -1.38% | EXIT | |
| 17 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.61% | -0.40% | +6.16% | |
| 18 | MGNI | Magnite Inc | Stock-Other | 1.51% | +0.62% | -26.66% | |
| 19 | PHR | Phreesia Inc | Stock-Other | 1.45% | -0.40% | EXIT | |
| 20 | CSGP | Costar Group Inc | Stock-Real Estate | 1.37% | -0.31% | EXIT | |
| 21 | SG | Sweetgreen Inc - Class A | Stock-Other | 1.33% | +0.11% | +4.04% | |
| 22 | FWRG | First Watch Restaurant Group | Stock-Other | 1.32% | +0.08% | +8.33% | |
| 23 | STEP | Stepstone Group Inc-class A | Stock-Other | 1.32% | -0.49% | EXIT | |
| 24 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.10% | -1.74% | EXIT | |
| 25 | PAR | Par Technology Corp/del | Stock-Other | 1.03% | — | -3.26% | |
| 26 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.02% | -0.41% | +9.29% | |
| 27 | SIBN | Si-bone Inc | Stock-Other | 1.00% | +0.06% | -12.35% | |
| 28 | RBC | RBC Bearings Inc | Stock-Industrials | 1.00% | -0.23% | +2.11% | |
| 29 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.99% | -0.33% | +31.82% | |
| 30 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.97% | +0.23% | NEW | |
| 31 | HUBS | Hubspot Inc | Stock-Tech | 0.97% | — | -8.09% | |
| 32 | ACVA | Acv Auctions Inc-a | Stock-Other | 0.96% | — | -5.23% | |
| 33 | PCTY | Paylocity Holding CORP | Stock-Tech | 0.89% | — | -36.69% | |
| 34 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.89% | -1.45% | +120.83% | |
| 35 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.87% | -0.11% | -9.98% | |
| 36 | WSC | Willscot Holdings CORP | Stock-Industrials | 0.86% | +0.03% | +5.34% | |
| 37 | KIDS | Orthopediatrics CORP | Stock-Other | 0.82% | +0.05% | -15.17% | |
| 38 | STKL | Sunopta Inc | Stock-Other | 0.81% | — | +20.29% | |
| 39 | TRNS | Transcat Inc | Stock-Other | 0.79% | — | +12.93% | |
| 40 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.77% | -0.01% | +18.54% | |
| 41 | SPT | Sprout Social Inc - Class A | Stock-Other | 0.75% | — | -20.70% | |
| 42 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.74% | -1.20% | +128.86% | |
| 43 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.73% | — | +2.52% | |
| 44 | EXK | Exact Sciences CORP | Stock-Materials | 0.73% | — | -23.91% | |
| 45 | INSM | Insmed Inc | Stock-Healthcare | 0.71% | — | -10.29% | |
| 46 | NTNX | Nutanix Inc - A | Stock-Tech | 0.71% | +0.32% | +6.79% | |
| 47 | KLC | Kindercare Learning Cos Inc | Stock-Other | 0.71% | — | -15.06% | |
| 48 | KNF | Knife River CORP | Stock-Materials | 0.69% | — | -4.54% | |
| 49 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.67% | -0.70% | — | |
| 50 | EVH | Evolent Health Inc - A | Stock-Other | 0.64% | — | -62.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | — | NEW | New buy |
| 2 | GENI | Genius Sports Limited | — | NEW | New buy |
| 3 | MRX | Marex Group plc | — | NEW | New buy |
| 4 | ODD | Oddity Tech Ltd. | — | NEW | New buy |
| 5 | VCTR | Victory Capital Holding - A | — | NEW | New buy |
| 6 | SPSC | Sps Commerce Inc | — | NEW | New buy |
| 7 | TOST | Toast Inc-class A | — | NEW | New buy |
| 8 | COMP | Compass Inc - Class A | — | NEW | New buy |
| 9 | LTH | Life Time Group Holdings Inc | — | NEW | New buy |
| 10 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 11 | CRS | Carpenter Technology | — | NEW | New buy |
| 12 | SRAD | Sportradar Group AG | — | NEW | New buy |
| 13 | CWST | Casella Waste Systems Inc-a | — | NEW | New buy |
| 14 | DSGX | Descartes Systems Grp/the | — | NEW | New buy |
| 15 | INDI | Indie Semiconductor Inc-a | — | NEW | New buy |
| 16 | SMTC | Semtech CORP | — | NEW | New buy |
| 17 | KRNT | Kornit Digital Ltd. | — | NEW | New buy |
| 18 | MGNI | Magnite Inc | — | NEW | New buy |
| 19 | PHR | Phreesia Inc | — | NEW | New buy |
| 20 | CSGP | Costar Group Inc | — | NEW | New buy |
| 21 | SG | Sweetgreen Inc - Class A | — | NEW | New buy |
| 22 | FWRG | First Watch Restaurant Group | — | NEW | New buy |
| 23 | STEP | Stepstone Group Inc-class A | — | NEW | New buy |
| 24 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 25 | PAR | Par Technology Corp/del | — | NEW | New buy |
| 26 | KRUS | Kura Sushi USA Inc-class A | — | NEW | New buy |
| 27 | SIBN | Si-bone Inc | — | NEW | New buy |
| 28 | RBC | RBC Bearings Inc | — | NEW | New buy |
| 29 | ACHR | Archer Aviation Inc-a | — | NEW | New buy |
| 30 | FOUR | Shift4 Payments Inc-class A | — | NEW | New buy |
| 31 | HUBS | Hubspot Inc | — | NEW | New buy |
| 32 | ACVA | Acv Auctions Inc-a | — | NEW | New buy |
| 33 | PCTY | Paylocity Holding CORP | — | NEW | New buy |
| 34 | MOD | Modine Manufacturing Co | — | NEW | New buy |
| 35 | TCBI | Texas Capital Bancshares Inc | — | NEW | New buy |
| 36 | WSC | Willscot Holdings CORP | — | NEW | New buy |
| 37 | KIDS | Orthopediatrics CORP | — | NEW | New buy |
| 38 | STKL | Sunopta Inc | — | NEW | New buy |
| 39 | TRNS | Transcat Inc | — | NEW | New buy |
| 40 | GTES | Gates Industrial Corporation plc | — | NEW | New buy |
| 41 | SPT | Sprout Social Inc - Class A | — | NEW | New buy |
| 42 | FTAI | FTAI Aviation Ltd. | — | NEW | New buy |
| 43 | SN | SharkNinja, Inc. | — | NEW | New buy |
| 44 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 45 | INSM | Insmed Inc | — | NEW | New buy |
| 46 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 47 | KLC | Kindercare Learning Cos Inc | — | NEW | New buy |
| 48 | KNF | Knife River CORP | — | NEW | New buy |
| 49 | LEU | Centrus Energy Corp-class A | — | NEW | New buy |
| 50 | EVH | Evolent Health Inc - A | — | 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 159 disclosed positions in Q1 2025.
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 PRCH, GENI, MRX) accounted for 13.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
PRCH
市值: $85.5M
During Q1 2025, Granahan Investment Management, LLC's top holdings by market value included PRCH (4.3%)、GENI (3.9%)、MRX (3.7%). The largest single position, PRCH, represented 4.3% of total portfolio value.
In Q1 2025, Granahan Investment Management, LLC made 159 total portfolio adjustments, initiating 159 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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