Filed: 2/14/2025ACC: 0001398344-25-002765
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $2.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$2.40B
Total AUM (reported)
114.11M
Total Shares
Allocation by class
COM$1.19B49.5%
CL A$300.60M12.6%
COM CL A$276.80M11.6%
CLASS A COM$81.33M3.4%
SHS$77.82M3.2%
SHARES CL A$68.89M2.9%
ORD$68.28M2.9%
Portfolio Concentration
Top 3$241.83M10.1%
4–10$431.09M18.0%
11–25$561.80M23.5%
Rest$1.16B48.4%
Top 3 weight
10.1%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 114.11M
Sole
Full voting authority
96.68M
shares
% of voting shares84.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.44M
shares
% of voting shares15.3%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeSole · 84.7% of voting shares
Institutional Holdings180
Rows:
AXON ENTERPRISE INC
SOLEShares161.67K
TypeSH
Market value$96.08M
4.01%
Sole
120.87K
Shared
0.00
None
40.79K
VICTORY CAP HLDGS INC
SOLEShares1.13M
TypeSH
Market value$74.17M
3.10%
Sole
842.80K
Shared
0.00
None
290.19K
INDIE SEMICONDUCTOR INC
SOLEShares17.68M
TypeSH
Market value$71.58M
2.99%
Sole
14.83M
Shared
0.00
None
2.84M
GENIUS SPORTS LIMITED
SOLEShares7.96M
TypeSH
Market value$68.89M
2.88%
Sole
6.70M
Shared
0.00
None
1.27M
MAREX GROUP PLC
SOLEShares2.19M
TypeSH
Market value$68.28M
2.85%
Sole
1.64M
Shared
0.00
None
549.97K
ODDITY TECH LTD
SOLEShares1.54M
TypeSH
Market value$64.64M
2.70%
Sole
1.16M
Shared
0.00
None
376.71K
PORCH GROUP INC
SOLEShares11.89M
TypeSH
Market value$58.51M
2.44%
Sole
9.98M
Shared
0.00
None
1.91M
TOAST INC
SOLEShares1.58M
TypeSH
Market value$57.53M
2.40%
Sole
1.22M
Shared
0.00
None
357.62K
MAGNITE INC
SOLEShares3.61M
TypeSH
Market value$57.52M
2.40%
Sole
3.11M
Shared
0.00
None
502.15K
SPS COMM INC
SOLEShares302.92K
TypeSH
Market value$55.73M
2.33%
Sole
235.54K
Shared
0.00
None
67.38K
SHIFT4 PMTS INC
SOLEShares519.56K
TypeSH
Market value$53.92M
2.25%
Sole
446.33K
Shared
0.00
None
73.22K
KORNIT DIGITAL LTD
SOLEShares1.60M
TypeSH
Market value$49.38M
2.06%
Sole
1.21M
Shared
0.00
None
387.96K
CARPENTER TECHNOLOGY CORP
SOLEShares267.08K
TypeSH
Market value$45.33M
1.89%
Sole
234.17K
Shared
0.00
None
32.91K
GLOBANT S A
SOLEShares194.98K
TypeSH
Market value$41.81M
1.75%
Sole
145.60K
Shared
0.00
None
49.38K
EVOLENT HEALTH INC
SOLEShares3.67M
TypeSH
Market value$41.33M
1.73%
Sole
2.95M
Shared
0.00
None
718.97K
CASELLA WASTE SYS INC
SOLEShares372.32K
TypeSH
Market value$39.40M
1.64%
Sole
320.35K
Shared
0.00
None
51.97K
PHREESIA INC
SOLEShares1.45M
TypeSH
Market value$36.58M
1.53%
Sole
1.11M
Shared
0.00
None
344.59K
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.64M
TypeSH
Market value$36.24M
1.51%
Sole
1.24M
Shared
0.00
None
401.08K
SPORTRADAR GROUP AG
SOLEShares2.01M
TypeSH
Market value$34.84M
1.45%
Sole
1.69M
Shared
0.00
None
318.87K
KURA SUSHI USA INC
SOLEShares367.03K
TypeSH
Market value$33.25M
1.39%
Sole
273.08K
Shared
0.00
None
93.95K
SWEETGREEN INC
SOLEShares1.02M
TypeSH
Market value$32.78M
1.37%
Sole
854.88K
Shared
0.00
None
167.51K
ACV AUCTIONS INC
SOLEShares1.44M
TypeSH
Market value$31.03M
1.30%
Sole
1.14M
Shared
0.00
None
300.97K
PAYLOCITY HLDG CORP
SOLEShares151.50K
TypeSH
Market value$30.22M
1.26%
Sole
115.83K
Shared
0.00
None
35.67K
SEMTECH CORP
SOLEShares458.07K
TypeSH
Market value$28.33M
1.18%
Sole
374.17K
Shared
0.00
None
83.90K
FIRST WATCH RESTAURANT GROUP
SOLEShares1.47M
TypeSH
Market value$27.39M
1.14%
Sole
1.12M
Shared
0.00
None
350.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AXON ENTERPRISE INCSOLE | COM | 161.67K | SH | $96.08M 4.01% | 120.87K | 0.00 | 40.79K |
VICTORY CAP HLDGS INCSOLE | COM CL A | 1.13M | SH | $74.17M 3.10% | 842.80K | 0.00 | 290.19K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 17.68M | SH | $71.58M 2.99% | 14.83M | 0.00 | 2.84M |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 7.96M | SH | $68.89M 2.88% | 6.70M | 0.00 | 1.27M |
MAREX GROUP PLCSOLE | ORD | 2.19M | SH | $68.28M 2.85% | 1.64M | 0.00 | 549.97K |
ODDITY TECH LTDSOLE | SHS CL A | 1.54M | SH | $64.64M 2.70% | 1.16M | 0.00 | 376.71K |
PORCH GROUP INCSOLE | COM | 11.89M | SH | $58.51M 2.44% | 9.98M | 0.00 | 1.91M |
TOAST INCSOLE | CL A | 1.58M | SH | $57.53M 2.40% | 1.22M | 0.00 | 357.62K |
MAGNITE INCSOLE | COM | 3.61M | SH | $57.52M 2.40% | 3.11M | 0.00 | 502.15K |
SPS COMM INCSOLE | COM | 302.92K | SH | $55.73M 2.33% | 235.54K | 0.00 | 67.38K |
SHIFT4 PMTS INCSOLE | CL A | 519.56K | SH | $53.92M 2.25% | 446.33K | 0.00 | 73.22K |
KORNIT DIGITAL LTDSOLE | SHS | 1.60M | SH | $49.38M 2.06% | 1.21M | 0.00 | 387.96K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 267.08K | SH | $45.33M 1.89% | 234.17K | 0.00 | 32.91K |
GLOBANT S ASOLE | COM | 194.98K | SH | $41.81M 1.75% | 145.60K | 0.00 | 49.38K |
EVOLENT HEALTH INCSOLE | CL A | 3.67M | SH | $41.33M 1.73% | 2.95M | 0.00 | 718.97K |
CASELLA WASTE SYS INCSOLE | CL A | 372.32K | SH | $39.40M 1.64% | 320.35K | 0.00 | 51.97K |
PHREESIA INCSOLE | COM | 1.45M | SH | $36.58M 1.53% | 1.11M | 0.00 | 344.59K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.64M | SH | $36.24M 1.51% | 1.24M | 0.00 | 401.08K |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 2.01M | SH | $34.84M 1.45% | 1.69M | 0.00 | 318.87K |
KURA SUSHI USA INCSOLE | CL A COM | 367.03K | SH | $33.25M 1.39% | 273.08K | 0.00 | 93.95K |
SWEETGREEN INCSOLE | COM CL A | 1.02M | SH | $32.78M 1.37% | 854.88K | 0.00 | 167.51K |
ACV AUCTIONS INCSOLE | COM CL A | 1.44M | SH | $31.03M 1.30% | 1.14M | 0.00 | 300.97K |
PAYLOCITY HLDG CORPSOLE | COM | 151.50K | SH | $30.22M 1.26% | 115.83K | 0.00 | 35.67K |
SEMTECH CORPSOLE | COM | 458.07K | SH | $28.33M 1.18% | 374.17K | 0.00 | 83.90K |
FIRST WATCH RESTAURANT GROUPSOLE | COM | 1.47M | SH | $27.39M 1.14% | 1.12M | 0.00 | 350.80K |
Page 1 of 8
…