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CIK: 0001026710
Total reported value
$2.8B
$2.8B
149 檔
15.0%
At the close of Q1 2026, Granahan Investment Management, LLC disclosed equity holdings valued at approximately $2.8B, spread across 149 reported holdings.
Granahan Investment Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 25 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRS | Carpenter Technology | Stock-Industrials | 4.57% | -2.44% | -10.37% | |
| 2 | PRCH | Porch Group Inc | Stock-Other | 4.40% | +2.24% | +9.36% | |
| 3 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 4.03% | -1.20% | -2.03% | |
| 4 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 3.96% | -1.45% | +15.66% | |
| 5 | VCTR | Victory Capital Holding - A | Stock-Other | 3.44% | -0.40% | +1.13% | |
| 6 | INDI | Indie Semiconductor Inc-a | Stock-Other | 3.16% | -0.05% | +17.82% | |
| 7 | FPS | Forgent Power Solutions Inc | Stock-Other | 2.93% | +0.67% | — | |
| 8 | MRX | Marex Group plc | Stock-Other | 2.64% | +0.08% | -11.13% | |
| 9 | NXT | Nextpower Inc-cl A | Stock-Tech | 2.47% | -0.36% | +10.33% | |
| 10 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 2.05% | -0.41% | -22.77% | |
| 11 | ONTO | Onto Innovation Inc | Stock-Tech | 1.97% | -0.06% | +1.04% | |
| 12 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.86% | +0.07% | +19.78% | |
| 13 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.74% | -1.74% | EXIT | |
| 14 | KRNT | Kornit Digital Ltd. | Stock-Other | 1.63% | -0.40% | -10.55% | |
| 15 | LTH | Life Time Group Holdings Inc | Stock-Other | 1.56% | +0.02% | -27.66% | |
| 16 | TTMI | Ttm Technologies | Stock-Tech | 1.54% | +0.25% | +32.36% | |
| 17 | FIGR | Figure Technology Solut-cl A | Stock-Other | 1.54% | -0.62% | +40.55% | |
| 18 | MGNI | Magnite Inc | Stock-Other | 1.47% | +0.62% | -18.05% | |
| 19 | QXO | Qxo Inc | Stock-Industrials | 1.42% | +0.01% | +88.78% | |
| 20 | SMTC | Semtech CORP | Stock-Tech | 1.38% | -1.38% | EXIT | |
| 21 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.19% | -0.45% | +31.67% | |
| 22 | RMBS | Rambus Inc | Stock-Tech | 1.17% | -0.86% | +5.55% | |
| 23 | SRAD | Sportradar Group AG | Stock-Other | 1.17% | -1.17% | EXIT | |
| 24 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.16% | -0.30% | -43.09% | |
| 25 | GENI | Genius Sports Limited | Stock-Other | 1.15% | +0.37% | -31.45% | |
| 26 | SIBN | Si-bone Inc | Stock-Other | 1.06% | +0.06% | +97.59% | |
| 27 | SIMO | Silicon Motion Technol-adr | Stock-Other | 1.06% | +4.23% | -14.79% | |
| 28 | YSS | York Space Systems Inc | Stock-Other | 1.04% | -0.63% | — | |
| 29 | RBC | RBC Bearings Inc | Stock-Industrials | 1.01% | -0.23% | -21.05% | |
| 30 | MTRN | Materion CORP | Stock-Other | 1.01% | -0.27% | +4.52% | |
| 31 | APPS | Digital Turbine Inc | Stock-Other | 0.99% | +0.62% | +12.02% | |
| 32 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 0.96% | +0.55% | -2.89% | |
| 33 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.85% | -0.01% | -7.20% | |
| 34 | GLBE | Global-E Online Ltd. | Stock-Other | 0.82% | -0.04% | -54.11% | |
| 35 | ARLO | Arlo Technologies Inc | Stock-Other | 0.80% | -0.31% | +245.61% | |
| 36 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.79% | +0.44% | -60.86% | |
| 37 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 0.79% | -0.11% | -3.93% | |
| 38 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.78% | -0.76% | -25.70% | |
| 39 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.75% | -0.70% | +19.21% | |
| 40 | KIDS | Orthopediatrics CORP | Stock-Other | 0.69% | +0.05% | +35.06% | |
| 41 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.68% | -0.68% | EXIT | |
| 42 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 0.67% | — | +16.72% | |
| 43 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.67% | -0.67% | EXIT | |
| 44 | BLFS | Biolife Solutions Inc | Stock-Other | 0.67% | -0.15% | +49.69% | |
| 45 | ALHC | Alignment Healthcare Inc | Stock-Other | 0.67% | -0.37% | +4.14% | |
| 46 | UMAC | Unusual Machines Inc /us | Stock-Other | 0.61% | +0.05% | -11.96% | |
| 47 | AIP | Arteris Inc | Stock-Other | 0.57% | -0.29% | +201.01% | |
| 48 | FWRG | First Watch Restaurant Group | Stock-Other | 0.55% | +0.08% | -25.03% | |
| 49 | DAVE | Dave Inc | Stock-Other | 0.55% | +0.58% | +3325.54% | |
| 50 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 0.55% | -0.19% | +567.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Co | +2.1% | +15.66% | Add |
| 2 | FTAI | FTAI Aviation Ltd. | +1.1% | -2.03% | Trim |
| 3 | NXT | Nextpower Inc-cl A | +1% | +10.33% | Add |
| 4 | CRS | Carpenter Technology | +1% | -10.37% | Trim |
| 5 | TTMI | Ttm Technologies | +0.8% | +32.36% | Add |
| 6 | QXO | Qxo Inc | +0.8% | +88.78% | Add |
| 7 | FIX | Comfort Systems USA Inc | +0.7% | -0.03% | Trim |
| 8 | ONTO | Onto Innovation Inc | +0.6% | +1.04% | Add |
| 9 | CAVA | Cava Group Inc | +0.6% | +31.67% | Add |
| 10 | ARLO | Arlo Technologies Inc | +0.6% | +245.61% | Add |
| 11 | INDI | Indie Semiconductor Inc-a | +0.6% | +17.82% | Add |
| 12 | VCTR | Victory Capital Holding - A | +0.5% | +1.13% | Add |
| 13 | DAVE | Dave Inc | +0.5% | +3325.54% | Add |
| 14 | IRTC | Irhythm Holdings Inc | +0.4% | +567.89% | Add |
| 15 | AIP | Arteris Inc | +0.4% | +201.01% | Add |
| 16 | FIGR | Figure Technology Solut-cl A | +0.4% | +40.55% | Add |
| 17 | MRX | Marex Group plc | +0.4% | -11.13% | Trim |
| 18 | SIBN | Si-bone Inc | +0.3% | +97.59% | Add |
| 19 | KRUS | Kura Sushi USA Inc-class A | +0.3% | -22.77% | Trim |
| 20 | CHYM | Chime Financial Inc-cl A | +0.3% | +285.43% | Add |
| 21 | STOK | Stoke Therapeutics Inc | +0.3% | +75.33% | Add |
| 22 | MTRN | Materion CORP | +0.3% | +4.52% | Add |
| 23 | ALGM | Allegro Microsystems Inc | +0.2% | +139.27% | Add |
| 24 | MASS | 908 Devices Inc | +0.2% | +662.63% | Add |
| 25 | KIDS | Orthopediatrics CORP | +0.2% | +35.06% | Add |
| 26 | VKTX | Viking Therapeutics Inc | +0.2% | +41.01% | Add |
| 27 | BLFS | Biolife Solutions Inc | +0.2% | +49.69% | Add |
| 28 | CHEF | Chefs' Warehouse Inc/the | +0.2% | +66.51% | Add |
| 29 | SIMO | Silicon Motion Technol-adr | +0.2% | -14.79% | Trim |
| 30 | WGS | Genedx Holdings CORP | +0.1% | +212.54% | Add |
| 31 | MEC | Mayville Engineering Co Inc | +0.1% | +44.71% | Add |
| 32 | HQY | Healthequity Inc | +0.1% | +34.15% | Add |
| 33 | SN | SharkNinja, Inc. | +0.1% | +16.72% | Add |
| 34 | RMBS | Rambus Inc | +0.1% | +5.55% | Add |
| 35 | CELC | Celcuity Inc | +0.1% | +2.07% | Add |
| 36 | XENE | Xenon Pharmaceuticals Inc | +0.1% | +12.61% | Add |
| 37 | LIND | Lindblad Expeditions Holding | +0.1% | +11.52% | Add |
| 38 | TCBI | Texas Capital Bancshares Inc | +0.1% | -3.93% | Trim |
| 39 | MLTX | Moonlake Immunotherapeutics | +0.1% | +11.24% | Add |
| 40 | LSCC | Lattice Semiconductor CORP | +0.1% | +6.10% | Add |
| 41 | CCOI | Cogent Communications Holdin | +0.1% | +46.27% | Add |
| 42 | RYTM | Rhythm Pharmaceuticals Inc | +0.1% | +45.38% | Add |
| 43 | WSC | Willscot Holdings CORP | +0.1% | +26.16% | Add |
| 44 | SRRK | Scholar Rock Holding CORP | +0.1% | +1.66% | Add |
| 45 | GTES | Gates Industrial Corporation plc | +0.1% | -7.20% | Trim |
| 46 | CYRX | Cryoport Inc | +0.1% | +474.97% | Add |
| 47 | DSGX | Descartes Systems Grp/the | +0.1% | +66.24% | Add |
| 48 | RBC | RBC Bearings Inc | +0.1% | -21.05% | Trim |
| 49 | LPTH | Lightpath Technologies Inc-a | +0.1% | +14.88% | Add |
| 50 | SMTC | Semtech CORP | +0.1% | -11.38% | 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 149 disclosed positions in Q1 2026.
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 CRS, PRCH, FTAI) accounted for 15.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FPS
市值: $60.6M
Top Position Liquidated / Trimmed
ODD
前期市值: $61.2M
During Q1 2026, Granahan Investment Management, LLC's top holdings by market value included CRS (4.6%)、PRCH (4.4%)、FTAI (4.0%). The largest single position, CRS, represented 4.6% of total portfolio value.
In Q1 2026, Granahan Investment Management, LLC made 173 total portfolio adjustments, initiating 17 new buys, adding to 66 positions, trimming 65 holdings, and fully liquidating 25 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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