Filed: 5/15/2025ACC: 0001398344-25-009461
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $2.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
159
Positions
$2.01B
Total AUM (reported)
106.97M
Total Shares
Allocation by class
COM$954.66M47.5%
CL A$251.09M12.5%
COM CL A$200.82M10.0%
SHARES CL A$77.93M3.9%
ORD$74.77M3.7%
SHS CL A$67.28M3.4%
SHS$64.63M3.2%
Portfolio Concentration
Top 3$238.21M11.9%
4–10$369.83M18.4%
11–25$469.75M23.4%
Rest$930.19M46.3%
Top 3 weight
11.9%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 106.97M
Sole
Full voting authority
89.91M
shares
% of voting shares84.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.06M
shares
% of voting shares15.9%
Investment Discretion (by position count)
Sole159
Shared0
Other0
Dominant voting typeSole · 84.1% of voting shares
Institutional Holdings159
Rows:
PORCH GROUP INC
SOLEShares11.73M
TypeSH
Market value$85.50M
4.26%
Sole
9.79M
Shared
0.00
None
1.94M
GENIUS SPORTS LIMITED
SOLEShares7.79M
TypeSH
Market value$77.93M
3.88%
Sole
6.53M
Shared
0.00
None
1.25M
MAREX GROUP PLC
SOLEShares2.12M
TypeSH
Market value$74.77M
3.72%
Sole
1.62M
Shared
0.00
None
496.88K
ODDITY TECH LTD
SOLEShares1.56M
TypeSH
Market value$67.28M
3.35%
Sole
1.20M
Shared
0.00
None
355.47K
VICTORY CAP HLDGS INC
SOLEShares1.05M
TypeSH
Market value$60.64M
3.02%
Sole
795.33K
Shared
0.00
None
252.62K
SPS COMM INC
SOLEShares403.67K
TypeSH
Market value$53.58M
2.67%
Sole
325.36K
Shared
0.00
None
78.31K
TOAST INC
SOLEShares1.50M
TypeSH
Market value$49.69M
2.47%
Sole
1.18M
Shared
0.00
None
322.09K
COMPASS INC
SOLEShares5.40M
TypeSH
Market value$47.14M
2.35%
Sole
4.19M
Shared
0.00
None
1.21M
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.56M
TypeSH
Market value$47.14M
2.35%
Sole
1.21M
Shared
0.00
None
355.25K
AXON ENTERPRISE INC
SOLEShares84.33K
TypeSH
Market value$44.35M
2.21%
Sole
63.31K
Shared
0.00
None
21.03K
CARPENTER TECHNOLOGY CORP
SOLEShares233.02K
TypeSH
Market value$42.22M
2.10%
Sole
203.83K
Shared
0.00
None
29.19K
SPORTRADAR GROUP AG
SOLEShares1.90M
TypeSH
Market value$41.02M
2.04%
Sole
1.58M
Shared
0.00
None
313.87K
CASELLA WASTE SYS INC
SOLEShares342.98K
TypeSH
Market value$38.25M
1.90%
Sole
282.16K
Shared
0.00
None
60.81K
DESCARTES SYS GROUP INC
SOLEShares378.98K
TypeSH
Market value$38.21M
1.90%
Sole
304.48K
Shared
0.00
None
74.50K
INDIE SEMICONDUCTOR INC
SOLEShares17.52M
TypeSH
Market value$35.65M
1.78%
Sole
14.87M
Shared
0.00
None
2.65M
SEMTECH CORP
SOLEShares954.92K
TypeSH
Market value$32.85M
1.64%
Sole
786.34K
Shared
0.00
None
168.58K
KORNIT DIGITAL LTD
SOLEShares1.69M
TypeSH
Market value$32.32M
1.61%
Sole
1.29M
Shared
0.00
None
406.11K
MAGNITE INC
SOLEShares2.65M
TypeSH
Market value$30.24M
1.51%
Sole
2.26M
Shared
0.00
None
394.47K
PHREESIA INC
SOLEShares1.14M
TypeSH
Market value$29.10M
1.45%
Sole
867.88K
Shared
0.00
None
270.67K
COSTAR GROUP INC
SOLEShares347.69K
TypeSH
Market value$27.55M
1.37%
Sole
266.94K
Shared
0.00
None
80.76K
SWEETGREEN INC
SOLEShares1.06M
TypeSH
Market value$26.61M
1.33%
Sole
893.71K
Shared
0.00
None
170.01K
FIRST WATCH RESTAURANT GROUP
SOLEShares1.59M
TypeSH
Market value$26.54M
1.32%
Sole
1.24M
Shared
0.00
None
352.23K
STEPSTONE GROUP INC
SOLEShares508.15K
TypeSH
Market value$26.54M
1.32%
Sole
401.01K
Shared
0.00
None
107.14K
COMFORT SYS USA INC
SOLEShares68.25K
TypeSH
Market value$22.00M
1.10%
Sole
58.05K
Shared
0.00
None
10.20K
PAR TECHNOLOGY CORP
SOLEShares336.57K
TypeSH
Market value$20.65M
1.03%
Sole
254.49K
Shared
0.00
None
82.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORCH GROUP INCSOLE | COM | 11.73M | SH | $85.50M 4.26% | 9.79M | 0.00 | 1.94M |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 7.79M | SH | $77.93M 3.88% | 6.53M | 0.00 | 1.25M |
MAREX GROUP PLCSOLE | ORD | 2.12M | SH | $74.77M 3.72% | 1.62M | 0.00 | 496.88K |
ODDITY TECH LTDSOLE | SHS CL A | 1.56M | SH | $67.28M 3.35% | 1.20M | 0.00 | 355.47K |
VICTORY CAP HLDGS INCSOLE | COM CL A | 1.05M | SH | $60.64M 3.02% | 795.33K | 0.00 | 252.62K |
SPS COMM INCSOLE | COM | 403.67K | SH | $53.58M 2.67% | 325.36K | 0.00 | 78.31K |
TOAST INCSOLE | CL A | 1.50M | SH | $49.69M 2.47% | 1.18M | 0.00 | 322.09K |
COMPASS INCSOLE | CL A | 5.40M | SH | $47.14M 2.35% | 4.19M | 0.00 | 1.21M |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.56M | SH | $47.14M 2.35% | 1.21M | 0.00 | 355.25K |
AXON ENTERPRISE INCSOLE | COM | 84.33K | SH | $44.35M 2.21% | 63.31K | 0.00 | 21.03K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 233.02K | SH | $42.22M 2.10% | 203.83K | 0.00 | 29.19K |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.90M | SH | $41.02M 2.04% | 1.58M | 0.00 | 313.87K |
CASELLA WASTE SYS INCSOLE | CL A | 342.98K | SH | $38.25M 1.90% | 282.16K | 0.00 | 60.81K |
DESCARTES SYS GROUP INCSOLE | COM | 378.98K | SH | $38.21M 1.90% | 304.48K | 0.00 | 74.50K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 17.52M | SH | $35.65M 1.78% | 14.87M | 0.00 | 2.65M |
SEMTECH CORPSOLE | COM | 954.92K | SH | $32.85M 1.64% | 786.34K | 0.00 | 168.58K |
KORNIT DIGITAL LTDSOLE | SHS | 1.69M | SH | $32.32M 1.61% | 1.29M | 0.00 | 406.11K |
MAGNITE INCSOLE | COM | 2.65M | SH | $30.24M 1.51% | 2.26M | 0.00 | 394.47K |
PHREESIA INCSOLE | COM | 1.14M | SH | $29.10M 1.45% | 867.88K | 0.00 | 270.67K |
COSTAR GROUP INCSOLE | COM | 347.69K | SH | $27.55M 1.37% | 266.94K | 0.00 | 80.76K |
SWEETGREEN INCSOLE | COM CL A | 1.06M | SH | $26.61M 1.33% | 893.71K | 0.00 | 170.01K |
FIRST WATCH RESTAURANT GROUPSOLE | COM | 1.59M | SH | $26.54M 1.32% | 1.24M | 0.00 | 352.23K |
STEPSTONE GROUP INCSOLE | COM CL A | 508.15K | SH | $26.54M 1.32% | 401.01K | 0.00 | 107.14K |
COMFORT SYS USA INCSOLE | COM | 68.25K | SH | $22.00M 1.10% | 58.05K | 0.00 | 10.20K |
PAR TECHNOLOGY CORPSOLE | COM | 336.57K | SH | $20.65M 1.03% | 254.49K | 0.00 | 82.08K |
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