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CIK: 0001026710
Total reported value
$2.8B
$2.8B
146 檔
18.4%
The Q3 2025 SEC filing reveals that Granahan Investment Management, LLC held a total portfolio value of $2.8B, covering 146 public equity positions.
In Q3 2025, Granahan Investment Management, LLC adopted a defensive or profit-taking posture, trimming 69 positions and completely liquidating 45 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | Stock-Other | 6.62% | +2.24% | -17.15% | |
| 2 | GENI | Genius Sports Limited | Stock-Other | 4.04% | +0.37% | -4.31% | |
| 3 | ODD | Oddity Tech Ltd. | Stock-Other | 3.84% | — | +11.15% | |
| 4 | MGNI | Magnite Inc | Stock-Other | 3.45% | +0.62% | +6.32% | |
| 5 | VCTR | Victory Capital Holding - A | Stock-Other | 3.18% | -0.40% | +0.27% | |
| 6 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.13% | -1.74% | EXIT | |
| 7 | INDI | Indie Semiconductor Inc-a | Stock-Other | 2.91% | -0.05% | -10.33% | |
| 8 | CRS | Carpenter Technology | Stock-Industrials | 2.71% | -2.44% | +16.30% | |
| 9 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.28% | +0.07% | -7.40% | |
| 10 | LEU | Centrus Energy Corp-class A | Stock-Energy | 2.14% | -0.70% | -18.41% | |
| 11 | SRAD | Sportradar Group AG | Stock-Other | 2.09% | -1.17% | EXIT | |
| 12 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.99% | -0.30% | +1108.47% | |
| 13 | LTH | Life Time Group Holdings Inc | Stock-Other | 1.91% | +0.02% | +1.38% | |
| 14 | SMTC | Semtech CORP | Stock-Tech | 1.88% | -1.38% | EXIT | |
| 15 | TOST | Toast Inc-class A | Stock-Tech | 1.85% | +0.17% | -23.24% | |
| 16 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.83% | -1.20% | +114.08% | |
| 17 | GLBE | Global-E Online Ltd. | Stock-Other | 1.79% | -0.04% | +30.84% | |
| 18 | SPSC | Sps Commerce Inc | Stock-Tech | 1.69% | — | +6.54% | |
| 19 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.63% | -0.41% | +125.43% | |
| 20 | COMP | Compass Inc - Class A | Stock-Real Estate | 1.58% | -0.67% | EXIT | |
| 21 | APPS | Digital Turbine Inc | Stock-Other | 1.50% | +0.62% | +77.20% | |
| 22 | MRX | Marex Group plc | Stock-Other | 1.45% | +0.08% | -49.21% | |
| 23 | PHR | Phreesia Inc | Stock-Other | 1.33% | -0.40% | EXIT | |
| 24 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.26% | -0.36% | +219.84% | |
| 25 | AMRC | Ameresco Inc-cl A | Stock-Other | 1.22% | -0.76% | +108.35% | |
| 26 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 1.22% | +0.55% | +0.62% | |
| 27 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 1.15% | -0.33% | -9.33% | |
| 28 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.09% | -1.45% | +76.16% | |
| 29 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.08% | -0.40% | +6.87% | |
| 30 | FWRG | First Watch Restaurant Group | Stock-Other | 1.07% | +0.08% | +1.23% | |
| 31 | STEP | Stepstone Group Inc-class A | Stock-Other | 1.02% | -0.49% | EXIT | |
| 32 | RMBS | Rambus Inc | Stock-Tech | 1.02% | -0.86% | +83.30% | |
| 33 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 1.01% | +0.44% | +65.31% | |
| 34 | CSGP | Costar Group Inc | Stock-Real Estate | 0.93% | -0.31% | EXIT | |
| 35 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.83% | +0.54% | -39.27% | |
| 36 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.81% | +4.23% | +59.70% | |
| 37 | RBC | RBC Bearings Inc | Stock-Industrials | 0.73% | -0.23% | -26.03% | |
| 38 | ENVX | Enovix CORP | Stock-Other | 0.71% | -0.38% | +17.46% | |
| 39 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.69% | -0.01% | -26.49% | |
| 40 | TRNS | Transcat Inc | Stock-Other | 0.68% | — | -0.02% | |
| 41 | FIGR | Figure Technology Solut-cl A | Stock-Other | 0.68% | -0.62% | — | |
| 42 | STKL | Sunopta Inc | Stock-Other | 0.65% | — | -25.17% | |
| 43 | EXK | Exact Sciences CORP | Stock-Materials | 0.63% | — | -12.59% | |
| 44 | SIBN | Si-bone Inc | Stock-Other | 0.63% | +0.06% | -17.77% | |
| 45 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.62% | +0.23% | NEW | |
| 46 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.59% | -0.11% | -6.68% | |
| 47 | KIDS | Orthopediatrics CORP | Stock-Other | 0.58% | +0.05% | -21.40% | |
| 48 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 0.54% | — | +12.16% | |
| 49 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 0.53% | -0.25% | EXIT | |
| 50 | NTNX | Nutanix Inc - A | Stock-Tech | 0.53% | +0.32% | -10.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | +2.4% | -17.15% | Trim |
| 2 | FIX | Comfort Systems USA Inc | +2% | +35.21% | Add |
| 3 | MGNI | Magnite Inc | +1.9% | +6.32% | Add |
| 4 | CLBT | Cellebrite DI Ltd. | +1.8% | +1108.47% | Add |
| 5 | LEU | Centrus Energy Corp-class A | +1.5% | -18.41% | Trim |
| 6 | APPS | Digital Turbine Inc | +1.5% | +77.20% | Add |
| 7 | INDI | Indie Semiconductor Inc-a | +1.1% | -10.33% | Trim |
| 8 | FTAI | FTAI Aviation Ltd. | +1.1% | +114.08% | Add |
| 9 | AMRC | Ameresco Inc-cl A | +1% | +108.35% | Add |
| 10 | NXT | Nextpower Inc-cl A | +1% | +219.84% | Add |
| 11 | RMBS | Rambus Inc | +0.7% | +83.30% | Add |
| 12 | CRS | Carpenter Technology | +0.6% | +16.30% | Add |
| 13 | KRUS | Kura Sushi USA Inc-class A | +0.6% | +125.43% | Add |
| 14 | ODD | Oddity Tech Ltd. | +0.5% | +11.15% | Trim |
| 15 | ZETA | Zeta Global Holdings Corp-a | +0.4% | +65.31% | Add |
| 16 | CRDO | Credo Technology Group Holding Ltd | +0.4% | +93.59% | Add |
| 17 | CVLT | Commvault Systems Inc | +0.3% | +287.95% | Add |
| 18 | SMTC | Semtech CORP | +0.2% | -35.31% | Trim |
| 19 | ENVX | Enovix CORP | +0.2% | +17.46% | Add |
| 20 | AIP | Arteris Inc | +0.2% | +725.71% | Add |
| 21 | TSEM | Tower Semiconductor Ltd. | +0.2% | +42.57% | Add |
| 22 | MOD | Modine Manufacturing Co | +0.2% | +76.16% | Trim |
| 23 | ADTN | Adtran Holdings Inc | +0.2% | +190.78% | Add |
| 24 | EXLS | Exlservice Holdings Inc | +0.2% | +92.05% | Add |
| 25 | SLNOEUR | Soleno Therapeutics Inc | +0.2% | +82.16% | Add |
| 26 | OWLT | Owlet Inc | +0.2% | +135.92% | Add |
| 27 | GENI | Genius Sports Limited | +0.2% | -4.31% | Add |
| 28 | VCTR | Victory Capital Holding - A | +0.2% | +0.27% | Add |
| 29 | ACHR | Archer Aviation Inc-a | +0.2% | -9.33% | Add |
| 30 | CALY | Callaway Golf Company | +0.2% | -20.78% | Add |
| 31 | CECO | Ceco Environmental CORP | +0.1% | -33.34% | Trim |
| 32 | LENZ | Lenz Therapeutics Inc | +0.1% | +4.44% | Add |
| 33 | OKTA | Okta Inc | +0.1% | +45.51% | Add |
| 34 | CERT | Certara Inc | +0.1% | +5.17% | Add |
| 35 | BOOT | Boot Barn Holdings Inc | +0.1% | +43.79% | Add |
| 36 | AXON | Axon Enterprise Inc | +0.1% | -7.40% | Trim |
| 37 | VECO | Veeco Instruments Inc | +0.1% | -23.75% | Add |
| 38 | NTLA | Intellia Therapeutics Inc | +0.1% | -62.50% | Trim |
| 39 | QXO | Qxo Inc | +0.1% | +1.30% | Trim |
| 40 | RCUS | Arcus Biosciences Inc | +0.1% | -7.14% | Trim |
| 41 | ✓ | Merus N V | +0.1% | -17.88% | Trim |
| 42 | IMNM | Immunome Inc | +0.1% | +8.52% | Add |
| 43 | SRAD | Sportradar Group AG | +0.1% | -17.61% | Trim |
| 44 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | -8.82% | Trim |
| 45 | ANAB | Anaptysbio Inc | +0.1% | +12.24% | Add |
| 46 | UTI | Universal Technical Institut | +0.1% | +107.68% | Add |
| 47 | ONTO | Onto Innovation Inc | 0% | +119.57% | Add |
| 48 | TSHA | Taysha Gene Therapies Inc | 0% | +16.50% | Trim |
| 49 | IMVT | Immunovant Inc | 0% | +24.93% | Add |
| 50 | IRTC | Irhythm Holdings Inc | 0% | +17.97% | 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 146 disclosed positions in Q3 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, ODD) accounted for 18.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLBE
市值: $43.7M
Top Position Liquidated / Trimmed
PAR
前期市值: $20.6M
During Q3 2025, Granahan Investment Management, LLC's top holdings by market value included PRCH (6.6%)、GENI (4.0%)、ODD (3.8%). The largest single position, PRCH, represented 6.6% of total portfolio value.
In Q3 2025, Granahan Investment Management, LLC made 191 total portfolio adjustments, initiating 32 new buys, adding to 45 positions, trimming 69 holdings, and fully liquidating 45 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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