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CIK: 0001026710
Total reported value
$2.8B
$2.8B
153 檔
17.7%
In Q2 2025, Granahan Investment Management, LLC's U.S. equity holdings reached a combined market value of $2.8B, distributed across 153 disclosed stock positions.
Granahan Investment Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 18 new positions while fully exiting 24 holdings and trimming 70 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | Stock-Other | 5.58% | +2.24% | -0.83% | |
| 2 | ODD | Oddity Tech Ltd. | Stock-Other | 4.16% | — | -12.85% | |
| 3 | MGNI | Magnite Inc | Stock-Other | 3.58% | +0.62% | +37.46% | |
| 4 | GENI | Genius Sports Limited | Stock-Other | 3.53% | +0.37% | +7.08% | |
| 5 | MRX | Marex Group plc | Stock-Other | 3.34% | +0.08% | -1.89% | |
| 6 | VCTR | Victory Capital Holding - A | Stock-Other | 3.10% | -0.40% | +14.06% | |
| 7 | TOST | Toast Inc-class A | Stock-Tech | 2.91% | +0.17% | +7.63% | |
| 8 | INDI | Indie Semiconductor Inc-a | Stock-Other | 2.82% | -0.05% | +11.23% | |
| 9 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.82% | +0.07% | -0.82% | |
| 10 | SRAD | Sportradar Group AG | Stock-Other | 2.63% | -1.17% | EXIT | |
| 11 | CRS | Carpenter Technology | Stock-Industrials | 2.61% | -2.44% | -0.58% | |
| 12 | SPSC | Sps Commerce Inc | Stock-Tech | 2.06% | — | -7.74% | |
| 13 | LTH | Life Time Group Holdings Inc | Stock-Other | 2.06% | +0.02% | +7.00% | |
| 14 | SMTC | Semtech CORP | Stock-Tech | 1.82% | -1.38% | EXIT | |
| 15 | LEU | Centrus Energy Corp-class A | Stock-Energy | 1.54% | -0.70% | -4.32% | |
| 16 | PHR | Phreesia Inc | Stock-Other | 1.51% | -0.40% | EXIT | |
| 17 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.50% | -1.74% | EXIT | |
| 18 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.48% | -0.40% | +8.01% | |
| 19 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.47% | +0.54% | -6.18% | |
| 20 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 1.47% | +0.55% | -8.91% | |
| 21 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 1.43% | -0.33% | +15.80% | |
| 22 | GLBE | Global-E Online Ltd. | Stock-Other | 1.27% | -0.04% | — | |
| 23 | COMP | Compass Inc - Class A | Stock-Real Estate | 1.14% | -0.67% | EXIT | |
| 24 | FWRG | First Watch Restaurant Group | Stock-Other | 1.08% | +0.08% | +3.32% | |
| 25 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.04% | -0.41% | -25.80% | |
| 26 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 1.04% | +0.23% | NEW | |
| 27 | ACVA | Acv Auctions Inc-a | Stock-Other | 1.04% | — | +15.26% | |
| 28 | CRCL | Circle Internet Group Inc | Stock-Financials | 1.02% | — | — | |
| 29 | CSGP | Costar Group Inc | Stock-Real Estate | 0.98% | -0.31% | EXIT | |
| 30 | RBC | RBC Bearings Inc | Stock-Industrials | 0.97% | -0.23% | -0.49% | |
| 31 | SIBN | Si-bone Inc | Stock-Other | 0.97% | +0.06% | -11.75% | |
| 32 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.87% | -0.01% | +10.13% | |
| 33 | STKL | Sunopta Inc | Stock-Other | 0.86% | — | +8.94% | |
| 34 | HUBS | Hubspot Inc | Stock-Tech | 0.85% | — | +9.84% | |
| 35 | KIDS | Orthopediatrics CORP | Stock-Other | 0.85% | +0.05% | +44.94% | |
| 36 | TRNS | Transcat Inc | Stock-Other | 0.80% | — | +7.25% | |
| 37 | APPS | Digital Turbine Inc | Stock-Other | 0.77% | +0.62% | +1395.91% | |
| 38 | PAR | Par Technology Corp/del | Stock-Other | 0.74% | — | -22.59% | |
| 39 | SG | Sweetgreen Inc - Class A | Stock-Other | 0.73% | +0.11% | +13.68% | |
| 40 | EXK | Exact Sciences CORP | Stock-Materials | 0.70% | — | -4.55% | |
| 41 | RGEN | Repligen CORP | Stock-Healthcare | 0.68% | +1.12% | +33.45% | |
| 42 | KVYO | Klaviyo Inc-a | Stock-Other | 0.66% | — | — | |
| 43 | ENVX | Enovix CORP | Stock-Other | 0.63% | -0.38% | +12.32% | |
| 44 | NTNX | Nutanix Inc - A | Stock-Tech | 0.60% | +0.32% | -5.76% | |
| 45 | PCTY | Paylocity Holding CORP | Stock-Tech | 0.60% | — | -15.48% | |
| 46 | P | Everpure Inc-a | Stock-Tech | 0.59% | — | +2.37% | |
| 47 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.59% | -0.11% | -22.17% | |
| 48 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.58% | -1.20% | -7.17% | |
| 49 | BLFS | Biolife Solutions Inc | Stock-Other | 0.56% | -0.15% | +46.35% | |
| 50 | WSC | Willscot Holdings CORP | Stock-Industrials | 0.56% | +0.03% | -19.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGNI | Magnite Inc | +2.1% | +37.46% | Add |
| 2 | PRCH | Porch Group Inc | +1.3% | -0.83% | Trim |
| 3 | GLBE | Global-E Online Ltd. | +1.3% | NEW | New buy |
| 4 | INDI | Indie Semiconductor Inc-a | +1% | +11.23% | Add |
| 5 | CRCL | Circle Internet Group Inc | +1% | NEW | New buy |
| 6 | LEU | Centrus Energy Corp-class A | +0.9% | -4.32% | Trim |
| 7 | ODD | Oddity Tech Ltd. | +0.8% | -12.85% | Trim |
| 8 | APPS | Digital Turbine Inc | +0.7% | +1395.91% | Add |
| 9 | KVYO | Klaviyo Inc-a | +0.7% | NEW | New buy |
| 10 | AXON | Axon Enterprise Inc | +0.6% | -0.82% | Trim |
| 11 | SRAD | Sportradar Group AG | +0.6% | +21.13% | Add |
| 12 | ETOR | eToro Group Ltd. | +0.5% | NEW | New buy |
| 13 | CRS | Carpenter Technology | +0.5% | -0.58% | Trim |
| 14 | TOST | Toast Inc-class A | +0.4% | +7.63% | Add |
| 15 | ACHR | Archer Aviation Inc-a | +0.4% | +15.80% | Add |
| 16 | ALHC | Alignment Healthcare Inc | +0.4% | NEW | New buy |
| 17 | FIX | Comfort Systems USA Inc | +0.4% | +0.53% | Add |
| 18 | SIMO | Silicon Motion Technol-adr | +0.4% | NEW | New buy |
| 19 | KNSL | Kinsale Capital Group Inc | +0.3% | NEW | New buy |
| 20 | CORZ | Core Scientific Inc | +0.2% | +83.13% | Add |
| 21 | SMTC | Semtech CORP | +0.2% | +3.84% | Add |
| 22 | NTLA | Intellia Therapeutics Inc | +0.2% | +91.96% | Add |
| 23 | HQY | Healthequity Inc | +0.2% | +68.66% | Add |
| 24 | CALY | Callaway Golf Company | +0.2% | +869.94% | Add |
| 25 | ENVX | Enovix CORP | +0.2% | +12.32% | Add |
| 26 | BBIO | Bridgebio Pharma Inc | +0.2% | NEW | New buy |
| 27 | PTC | Ptc Inc | +0.1% | +110.17% | Add |
| 28 | ALAB | Astera Labs Inc | +0.1% | +42.50% | Add |
| 29 | EYPT | Eyepoint Inc | +0.1% | NEW | New buy |
| 30 | QXO | Qxo Inc | +0.1% | -1.63% | Trim |
| 31 | PRTA | Prothena Corporation plc | +0.1% | NEW | New buy |
| 32 | AGYS | Agilysys Inc | +0.1% | NEW | New buy |
| 33 | RYTM | Rhythm Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 34 | SRRK | Scholar Rock Holding CORP | +0.1% | NEW | New buy |
| 35 | GTES | Gates Industrial Corporation plc | +0.1% | +10.13% | Add |
| 36 | VCTR | Victory Capital Holding - A | +0.1% | +14.06% | Add |
| 37 | ACVA | Acv Auctions Inc-a | +0.1% | +15.26% | Add |
| 38 | SLNOEUR | Soleno Therapeutics Inc | +0.1% | +84.60% | Add |
| 39 | WEAV | Weave Communications Inc | +0.1% | NEW | New buy |
| 40 | LIND | Lindblad Expeditions Holding | +0.1% | NEW | New buy |
| 41 | FOUR | Shift4 Payments Inc-class A | +0.1% | +7.95% | Add |
| 42 | CERT | Certara Inc | +0.1% | +72.40% | Add |
| 43 | OWLT | Owlet Inc | +0.1% | +705.53% | Add |
| 44 | PHR | Phreesia Inc | +0.1% | +14.42% | Add |
| 45 | BLFS | Biolife Solutions Inc | +0.1% | +46.35% | Add |
| 46 | STKL | Sunopta Inc | +0.1% | +8.94% | Add |
| 47 | P | Everpure Inc-a | +0.1% | +2.37% | Add |
| 48 | JBTM | Jbt Marel CORP | +0.1% | +43.00% | Add |
| 49 | CECO | Ceco Environmental CORP | +0.1% | +10.92% | Add |
| 50 | CIEN | Ciena CORP | +0.1% | +12.31% | Add |
According to official SEC Form 13F filings, Granahan Investment Management, LLC reported a total U.S. public equity portfolio value of $2.8B across 153 disclosed positions in Q2 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, ODD, MGNI) accounted for 17.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
GLBE
市值: $31.3M
Top Position Liquidated / Trimmed
KLC
前期市值: $14.2M
During Q2 2025, Granahan Investment Management, LLC's top holdings by market value included PRCH (5.6%)、ODD (4.2%)、MGNI (3.6%). The largest single position, PRCH, represented 5.6% of total portfolio value.
In Q2 2025, Granahan Investment Management, LLC made 177 total portfolio adjustments, initiating 18 new buys, adding to 65 positions, trimming 70 holdings, and fully liquidating 24 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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