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CIK: 0001026710
Total reported value
$2.8B
$2.8B
157 檔
14.7%
During the Q4 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 157 reported positions.
Granahan Investment Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 27 new positions while fully exiting 16 holdings and trimming 62 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | Stock-Other | 4.53% | +2.24% | +20.27% | |
| 2 | GENI | Genius Sports Limited | Stock-Other | 3.71% | +0.37% | -1.55% | |
| 3 | CRS | Carpenter Technology | Stock-Industrials | 3.60% | -2.44% | -0.84% | |
| 4 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 2.93% | -1.20% | +29.92% | |
| 5 | VCTR | Victory Capital Holding - A | Stock-Other | 2.90% | -0.40% | -10.29% | |
| 6 | ODD | Oddity Tech Ltd. | Stock-Other | 2.62% | — | +1.11% | |
| 7 | INDI | Indie Semiconductor Inc-a | Stock-Other | 2.60% | -0.05% | -1.48% | |
| 8 | CLBT | Cellebrite DI Ltd. | Stock-Other | 2.36% | -0.30% | +16.27% | |
| 9 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 2.28% | +0.44% | +110.34% | |
| 10 | MRX | Marex Group plc | Stock-Other | 2.26% | +0.08% | +30.53% | |
| 11 | MGNI | Magnite Inc | Stock-Other | 2.17% | +0.62% | -19.55% | |
| 12 | GLBE | Global-E Online Ltd. | Stock-Other | 2.01% | -0.04% | -2.40% | |
| 13 | LTH | Life Time Group Holdings Inc | Stock-Other | 1.89% | +0.02% | -1.99% | |
| 14 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.87% | -1.45% | +74.67% | |
| 15 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.84% | +0.07% | -2.24% | |
| 16 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.76% | -0.41% | +17.30% | |
| 17 | PHR | Phreesia Inc | Stock-Other | 1.74% | -0.40% | EXIT | |
| 18 | SRAD | Sportradar Group AG | Stock-Other | 1.70% | -1.17% | EXIT | |
| 19 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.58% | -0.40% | +31.43% | |
| 20 | TOST | Toast Inc-class A | Stock-Tech | 1.58% | +0.17% | -16.20% | |
| 21 | NXT | Nextpower Inc-cl A | Stock-Tech | 1.44% | -0.36% | -7.34% | |
| 22 | COMP | Compass Inc - Class A | Stock-Real Estate | 1.42% | -0.67% | EXIT | |
| 23 | APPS | Digital Turbine Inc | Stock-Other | 1.36% | +0.62% | +11.12% | |
| 24 | ONTO | Onto Innovation Inc | Stock-Tech | 1.33% | -0.06% | +165.30% | |
| 25 | SMTC | Semtech CORP | Stock-Tech | 1.32% | -1.38% | EXIT | |
| 26 | FIGR | Figure Technology Solut-cl A | Stock-Other | 1.16% | -0.62% | +45.12% | |
| 27 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 1.08% | +0.55% | -18.02% | |
| 28 | AMRC | Ameresco Inc-cl A | Stock-Other | 1.06% | -0.76% | -4.73% | |
| 29 | RMBS | Rambus Inc | Stock-Tech | 1.04% | -0.86% | +11.35% | |
| 30 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.04% | -1.74% | EXIT | |
| 31 | FWRG | First Watch Restaurant Group | Stock-Other | 0.94% | +0.08% | -12.96% | |
| 32 | RBC | RBC Bearings Inc | Stock-Industrials | 0.94% | -0.23% | +6.34% | |
| 33 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.91% | +4.23% | +10.29% | |
| 34 | KVYO | Klaviyo Inc-a | Stock-Other | 0.84% | — | +94.70% | |
| 35 | WLTH | Wealthfront CORP | Stock-Other | 0.81% | — | — | |
| 36 | STEP | Stepstone Group Inc-class A | Stock-Other | 0.79% | -0.49% | EXIT | |
| 37 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.78% | -0.70% | -55.39% | |
| 38 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.78% | -0.68% | EXIT | |
| 39 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.77% | -0.01% | +22.34% | |
| 40 | SIBN | Si-bone Inc | Stock-Other | 0.74% | +0.06% | -15.34% | |
| 41 | MTRN | Materion CORP | Stock-Other | 0.74% | -0.27% | +46.62% | |
| 42 | TTMI | Ttm Technologies | Stock-Tech | 0.73% | +0.25% | — | |
| 43 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.69% | -0.11% | +5.05% | |
| 44 | QXO | Qxo Inc | Stock-Industrials | 0.66% | +0.01% | +28.80% | |
| 45 | HUBS | Hubspot Inc | Stock-Tech | 0.65% | — | +57.26% | |
| 46 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.63% | -0.37% | +29.06% | |
| 47 | UMAC | Unusual Machines Inc /us | Stock-Other | 0.63% | +0.05% | — | |
| 48 | ENVX | Enovix CORP | Stock-Other | 0.61% | -0.38% | +12.28% | |
| 49 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.58% | -0.45% | — | |
| 50 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.57% | -0.25% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZETA | Zeta Global Holdings Corp-a | +1.3% | +110.34% | Add |
| 2 | FTAI | FTAI Aviation Ltd. | +1.1% | +29.92% | Add |
| 3 | ONTO | Onto Innovation Inc | +0.9% | +165.30% | Add |
| 4 | CRS | Carpenter Technology | +0.9% | -0.84% | Trim |
| 5 | MRX | Marex Group plc | +0.8% | +30.53% | Add |
| 6 | MOD | Modine Manufacturing Co | +0.8% | +74.67% | Add |
| 7 | KRNT | Kornit Digital Ltd. | +0.5% | +31.43% | Add |
| 8 | KVYO | Klaviyo Inc-a | +0.5% | +94.70% | Add |
| 9 | FIGR | Figure Technology Solut-cl A | +0.5% | +45.12% | Add |
| 10 | PHR | Phreesia Inc | +0.4% | +73.81% | Add |
| 11 | CLBT | Cellebrite DI Ltd. | +0.4% | +16.27% | Add |
| 12 | UTI | Universal Technical Institut | +0.3% | +253.53% | Add |
| 13 | OWLT | Owlet Inc | +0.3% | +34.68% | Add |
| 14 | XERS | Xeris Biopharma Holdings Inc | +0.3% | +249.38% | Add |
| 15 | AZTA | Azenta Inc | +0.3% | +1999.67% | Add |
| 16 | CELC | Celcuity Inc | +0.3% | +76.60% | Add |
| 17 | MTRN | Materion CORP | +0.3% | +46.62% | Add |
| 18 | LITE | Lumentum Holdings Inc | +0.2% | -13.33% | Trim |
| 19 | ALHC | Alignment Healthcare Inc | +0.2% | +29.06% | Add |
| 20 | GLBE | Global-E Online Ltd. | +0.2% | -2.40% | Trim |
| 21 | RBC | RBC Bearings Inc | +0.2% | +6.34% | Add |
| 22 | IMNM | Immunome Inc | +0.2% | +2.09% | Add |
| 23 | HUBS | Hubspot Inc | +0.2% | +57.26% | Add |
| 24 | SN | SharkNinja, Inc. | +0.2% | +31.87% | Add |
| 25 | QXO | Qxo Inc | +0.2% | +28.80% | Add |
| 26 | NXT | Nextpower Inc-cl A | +0.2% | -7.34% | Trim |
| 27 | CHEF | Chefs' Warehouse Inc/the | +0.2% | +1241.32% | Add |
| 28 | VKTX | Viking Therapeutics Inc | +0.2% | +24.30% | Add |
| 29 | SHLS | Shoals Technologies Group -a | +0.1% | +2481.91% | Add |
| 30 | SLAB | Silicon Laboratories Inc | +0.1% | +228.20% | Add |
| 31 | RGEN | Repligen CORP | +0.1% | +3.05% | Add |
| 32 | KRUS | Kura Sushi USA Inc-class A | +0.1% | +17.30% | Add |
| 33 | LIND | Lindblad Expeditions Holding | +0.1% | +84.01% | Add |
| 34 | ONT | Onterris Inc | +0.1% | +119.66% | Add |
| 35 | RVMD | Revolution Medicines Inc | +0.1% | -16.43% | Trim |
| 36 | SIBN | Si-bone Inc | +0.1% | -15.34% | Trim |
| 37 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | +11.51% | Add |
| 38 | CYTK | Cytokinetics Inc | +0.1% | +53.35% | Add |
| 39 | TCBI | Texas Capital Bancshares Inc | +0.1% | +5.05% | Add |
| 40 | SIMO | Silicon Motion Technol-adr | +0.1% | +10.29% | Add |
| 41 | BBNX | Beta Bionics Inc | +0.1% | +41.41% | Add |
| 42 | SRRK | Scholar Rock Holding CORP | +0.1% | +18.36% | Add |
| 43 | APGE | Apogee Therapeutics Inc | +0.1% | -28.46% | Trim |
| 44 | LSCC | Lattice Semiconductor CORP | +0.1% | +70.58% | Add |
| 45 | EYPT | Eyepoint Inc | +0.1% | +5.40% | Add |
| 46 | BLFS | Biolife Solutions Inc | +0.1% | +23.02% | Add |
| 47 | FROG | JFrog Ltd. | +0.1% | -8.45% | Trim |
| 48 | SNDX | Syndax Pharmaceuticals Inc | +0.1% | -7.45% | Trim |
| 49 | GTES | Gates Industrial Corporation plc | +0.1% | +22.34% | Add |
| 50 | ANAB | Anaptysbio Inc | +0.1% | -14.83% | Trim |
According to official SEC Form 13F filings, Granahan Investment Management, LLC reported a total U.S. public equity portfolio value of $2.8B across 157 disclosed positions in Q4 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, CRS) accounted for 14.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
WLTH
市值: $18.8M
Top Position Liquidated / Trimmed
FOUR
前期市值: $15.2M
During Q4 2025, Granahan Investment Management, LLC's top holdings by market value included PRCH (4.5%)、GENI (3.7%)、CRS (3.6%). The largest single position, PRCH, represented 4.5% of total portfolio value.
In Q4 2025, Granahan Investment Management, LLC made 173 total portfolio adjustments, initiating 27 new buys, adding to 68 positions, trimming 62 holdings, and fully liquidating 16 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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