13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001026710
申报总市值
US$28.1亿
US$28.1亿
153 檔
17.7%
Granahan Investment Management, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$28.1亿，分散于 153 个持仓标的之中，反映其市场参与广度与投资规模。
Granahan Investment Management, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 18 个全新仓位及加仓 65 档持股的同时，亦同步清仓 24 档并减仓 70 档标的。
在资产配置集中度方面，Granahan Investment Management, LLC 的前 5 大核心持股（包含 PRCH, ODD, MGNI 等）合计占整体申报市值的 17.7%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRCH | Porch Group Inc | 股票-其他 | 5.58% | +2.24% | -0.83% | |
| 2 | ODD | Oddity Tech Ltd. | 股票-其他 | 4.16% | — | -12.85% | |
| 3 | MGNI | Magnite Inc | 股票-其他 | 3.58% | +0.62% | +37.46% | |
| 4 | GENI | Genius Sports Limited | 股票-其他 | 3.53% | +0.37% | +7.08% | |
| 5 | MRX | Marex Group plc | 股票-其他 | 3.34% | +0.08% | -1.89% | |
| 6 | VCTR | Victory Capital Holding - A | 股票-其他 | 3.10% | -0.40% | +14.06% | |
| 7 | TOST | Toast Inc-class A | 股票-科技 | 2.91% | +0.17% | +7.63% | |
| 8 | INDI | Indie Semiconductor Inc-a | 股票-其他 | 2.82% | -0.05% | +11.23% | |
| 9 | AXON | Axon Enterprise Inc | 股票-工业 | 2.82% | +0.07% | -0.82% | |
| 10 | SRAD | Sportradar Group AG | 股票-其他 | 2.63% | -1.17% | EXIT | |
| 11 | CRS | Carpenter Technology | 股票-工业 | 2.61% | -2.44% | -0.58% | |
| 12 | SPSC | Sps Commerce Inc | 股票-科技 | 2.06% | — | -7.74% | |
| 13 | LTH | Life Time Group Holdings Inc | 股票-其他 | 2.06% | +0.02% | +7.00% | |
| 14 | SMTC | Semtech CORP | 股票-科技 | 1.82% | -1.38% | EXIT | |
| 15 | LEU | Centrus Energy Corp-class A | 股票-能源 | 1.54% | -0.70% | -4.32% | |
| 16 | PHR | Phreesia Inc | 股票-其他 | 1.51% | -0.40% | EXIT | |
| 17 | FIX | Comfort Systems USA Inc | 股票-工业 | 1.50% | -1.74% | EXIT | |
| 18 | KRNT | Kornit Digital Ltd. | 股票-其他 | 1.48% | -0.40% | +8.01% | |
| 19 | DSGX | Descartes Systems Grp/the | 股票-科技 | 1.47% | +0.54% | -6.18% | |
| 20 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 1.47% | +0.55% | -8.91% | |
| 21 | ACHR | Archer Aviation Inc-a | 股票-工业 | 1.43% | -0.33% | +15.80% | |
| 22 | GLBE | Global-E Online Ltd. | 股票-其他 | 1.27% | -0.04% | — | |
| 23 | COMP | Compass Inc - Class A | 股票-房地产 | 1.14% | -0.67% | EXIT | |
| 24 | FWRG | First Watch Restaurant Group | 股票-其他 | 1.08% | +0.08% | +3.32% | |
| 25 | KRUS | Kura Sushi USA Inc-class A | 股票-其他 | 1.04% | -0.41% | -25.80% | |
| 26 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 1.04% | +0.23% | NEW | |
| 27 | ACVA | Acv Auctions Inc-a | 股票-其他 | 1.04% | — | +15.26% | |
| 28 | CRCL | Circle Internet Group Inc | 股票-金融 | 1.02% | — | — | |
| 29 | CSGP | Costar Group Inc | 股票-房地产 | 0.98% | -0.31% | EXIT | |
| 30 | RBC | RBC Bearings Inc | 股票-工业 | 0.97% | -0.23% | -0.49% | |
| 31 | SIBN | Si-bone Inc | 股票-其他 | 0.97% | +0.06% | -11.75% | |
| 32 | GTES | Gates Industrial Corporation plc | 股票-工业 | 0.87% | -0.01% | +10.13% | |
| 33 | STKL | Sunopta Inc | 股票-其他 | 0.86% | — | +8.94% | |
| 34 | HUBS | Hubspot Inc | 股票-科技 | 0.85% | — | +9.84% | |
| 35 | KIDS | Orthopediatrics CORP | 股票-其他 | 0.85% | +0.05% | +44.94% | |
| 36 | TRNS | Transcat Inc | 股票-其他 | 0.80% | — | +7.25% | |
| 37 | APPS | Digital Turbine Inc | 股票-其他 | 0.77% | +0.62% | +1395.91% | |
| 38 | PAR | Par Technology Corp/del | 股票-其他 | 0.74% | — | -22.59% | |
| 39 | SG | Sweetgreen Inc - Class A | 股票-其他 | 0.73% | +0.11% | +13.68% | |
| 40 | EXK | Exact Sciences CORP | 股票-原材料 | 0.70% | — | -4.55% | |
| 41 | RGEN | Repligen CORP | 股票-医疗保健 | 0.68% | +1.12% | +33.45% | |
| 42 | KVYO | Klaviyo Inc-a | 股票-其他 | 0.66% | — | — | |
| 43 | ENVX | Enovix CORP | 股票-其他 | 0.63% | -0.38% | +12.32% | |
| 44 | NTNX | Nutanix Inc - A | 股票-科技 | 0.60% | +0.32% | -5.76% | |
| 45 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.60% | — | -15.48% | |
| 46 | P | Everpure Inc-a | 股票-科技 | 0.59% | — | +2.37% | |
| 47 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 0.59% | -0.11% | -22.17% | |
| 48 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.58% | -1.20% | -7.17% | |
| 49 | BLFS | Biolife Solutions Inc | 股票-其他 | 0.56% | -0.15% | +46.35% | |
| 50 | WSC | Willscot Holdings CORP | 股票-工业 | 0.56% | +0.03% | -19.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MGNI | Magnite Inc | +2.1% | +37.46% | 加仓 |
| 2 | PRCH | Porch Group Inc | +1.3% | -0.83% | 减仓 |
| 3 | GLBE | Global-E Online Ltd. | +1.3% | NEW | 新建仓 |
| 4 | INDI | Indie Semiconductor Inc-a | +1% | +11.23% | 加仓 |
| 5 | CRCL | Circle Internet Group Inc | +1% | NEW | 新建仓 |
| 6 | LEU | Centrus Energy Corp-class A | +0.9% | -4.32% | 减仓 |
| 7 | ODD | Oddity Tech Ltd. | +0.8% | -12.85% | 减仓 |
| 8 | APPS | Digital Turbine Inc | +0.7% | +1395.91% | 加仓 |
| 9 | KVYO | Klaviyo Inc-a | +0.7% | NEW | 新建仓 |
| 10 | AXON | Axon Enterprise Inc | +0.6% | -0.82% | 减仓 |
| 11 | SRAD | Sportradar Group AG | +0.6% | +21.13% | 加仓 |
| 12 | ETOR | eToro Group Ltd. | +0.5% | NEW | 新建仓 |
| 13 | CRS | Carpenter Technology | +0.5% | -0.58% | 减仓 |
| 14 | TOST | Toast Inc-class A | +0.4% | +7.63% | 加仓 |
| 15 | ACHR | Archer Aviation Inc-a | +0.4% | +15.80% | 加仓 |
| 16 | ALHC | Alignment Healthcare Inc | +0.4% | NEW | 新建仓 |
| 17 | FIX | Comfort Systems USA Inc | +0.4% | +0.53% | 加仓 |
| 18 | SIMO | Silicon Motion Technol-adr | +0.4% | NEW | 新建仓 |
| 19 | KNSL | Kinsale Capital Group Inc | +0.3% | NEW | 新建仓 |
| 20 | CORZ | Core Scientific Inc | +0.2% | +83.13% | 加仓 |
| 21 | SMTC | Semtech CORP | +0.2% | +3.84% | 加仓 |
| 22 | NTLA | Intellia Therapeutics Inc | +0.2% | +91.96% | 加仓 |
| 23 | HQY | Healthequity Inc | +0.2% | +68.66% | 加仓 |
| 24 | CALY | Callaway Golf Company | +0.2% | +869.94% | 加仓 |
| 25 | ENVX | Enovix CORP | +0.2% | +12.32% | 加仓 |
| 26 | BBIO | Bridgebio Pharma Inc | +0.2% | NEW | 新建仓 |
| 27 | PTC | Ptc Inc | +0.1% | +110.17% | 加仓 |
| 28 | ALAB | Astera Labs Inc | +0.1% | +42.50% | 加仓 |
| 29 | EYPT | Eyepoint Inc | +0.1% | NEW | 新建仓 |
| 30 | QXO | Qxo Inc | +0.1% | -1.63% | 减仓 |
| 31 | PRTA | Prothena Corporation plc | +0.1% | NEW | 新建仓 |
| 32 | AGYS | Agilysys Inc | +0.1% | NEW | 新建仓 |
| 33 | RYTM | Rhythm Pharmaceuticals Inc | +0.1% | NEW | 新建仓 |
| 34 | SRRK | Scholar Rock Holding CORP | +0.1% | NEW | 新建仓 |
| 35 | GTES | Gates Industrial Corporation plc | +0.1% | +10.13% | 加仓 |
| 36 | VCTR | Victory Capital Holding - A | +0.1% | +14.06% | 加仓 |
| 37 | ACVA | Acv Auctions Inc-a | +0.1% | +15.26% | 加仓 |
| 38 | SLNOEUR | Soleno Therapeutics Inc | +0.1% | +84.60% | 加仓 |
| 39 | WEAV | Weave Communications Inc | +0.1% | NEW | 新建仓 |
| 40 | LIND | Lindblad Expeditions Holding | +0.1% | NEW | 新建仓 |
| 41 | FOUR | Shift4 Payments Inc-class A | +0.1% | +7.95% | 加仓 |
| 42 | CERT | Certara Inc | +0.1% | +72.40% | 加仓 |
| 43 | OWLT | Owlet Inc | +0.1% | +705.53% | 加仓 |
| 44 | PHR | Phreesia Inc | +0.1% | +14.42% | 加仓 |
| 45 | BLFS | Biolife Solutions Inc | +0.1% | +46.35% | 加仓 |
| 46 | STKL | Sunopta Inc | +0.1% | +8.94% | 加仓 |
| 47 | P | Everpure Inc-a | +0.1% | +2.37% | 加仓 |
| 48 | JBTM | Jbt Marel CORP | +0.1% | +43.00% | 加仓 |
| 49 | CECO | Ceco Environmental CORP | +0.1% | +10.92% | 加仓 |
| 50 | CIEN | Ciena CORP | +0.1% | +12.31% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Granahan Investment Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$28.1亿，共申报了 153 个公开持股仓位。
在 Q2 2025 季度，Granahan Investment Management, LLC 按市值排列的前三大核心持股分别为：PRCH (5.6%)、ODD (4.2%)、MGNI (3.6%)。其中最大持股仓位 PRCH 占据整体投资组合约 5.6% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
GLBE
市值: US$3130.4万
本季最大获利了结 / 清仓标的
KLC
前期市值: US$1423.6万
在 Q2 2025 季度中，Granahan Investment Management, LLC 共进行了 177 项持仓异动，包含新建仓 18 个仓位、加仓 65 个仓位、减仓 70 个仓位以及清仓 24 个仓位。 其中最大新建仓标的为 GLBE。 本季清仓仓位包含 KLC。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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