Filed: 8/14/2025ACC: 0001398344-25-015412
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $2.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
153
Positions
$2.46B
Total AUM (reported)
110.61M
Total Shares
Allocation by class
COM$1.17B47.7%
CL A$255.39M10.4%
COM CL A$215.90M8.8%
SHS CL A$115.48M4.7%
SHS$105.44M4.3%
SHARES CL A$86.70M3.5%
CLASS A COM$84.51M3.4%
Portfolio Concentration
Top 3$327.29M13.3%
4–10$519.36M21.1%
11–25$577.01M23.5%
Rest$1.03B42.1%
Top 3 weight
13.3%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 110.61M
Sole
Full voting authority
92.50M
shares
% of voting shares83.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.11M
shares
% of voting shares16.4%
Investment Discretion (by position count)
Sole153
Shared0
Other0
Dominant voting typeSole · 83.6% of voting shares
Institutional Holdings153
Rows:
PORCH GROUP INC
SOLEShares11.63M
TypeSH
Market value$137.14M
5.58%
Sole
9.50M
Shared
0.00
None
2.13M
ODDITY TECH LTD
SOLEShares1.36M
TypeSH
Market value$102.29M
4.16%
Sole
1.04M
Shared
0.00
None
315.22K
MAGNITE INC
SOLEShares3.64M
TypeSH
Market value$87.86M
3.58%
Sole
3.05M
Shared
0.00
None
595.89K
GENIUS SPORTS LIMITED
SOLEShares8.34M
TypeSH
Market value$86.70M
3.53%
Sole
6.94M
Shared
0.00
None
1.40M
MAREX GROUP PLC
SOLEShares2.08M
TypeSH
Market value$81.99M
3.34%
Sole
1.58M
Shared
0.00
None
500.52K
VICTORY CAP HLDGS INC
SOLEShares1.20M
TypeSH
Market value$76.10M
3.10%
Sole
894.46K
Shared
0.00
None
300.84K
TOAST INC
SOLEShares1.61M
TypeSH
Market value$71.41M
2.91%
Sole
1.24M
Shared
0.00
None
371.50K
INDIE SEMICONDUCTOR INC
SOLEShares19.49M
TypeSH
Market value$69.38M
2.82%
Sole
16.30M
Shared
0.00
None
3.18M
AXON ENTERPRISE INC
SOLEShares83.64K
TypeSH
Market value$69.25M
2.82%
Sole
62.18K
Shared
0.00
None
21.46K
SPORTRADAR GROUP AG
SOLEShares2.30M
TypeSH
Market value$64.54M
2.63%
Sole
1.94M
Shared
0.00
None
362.23K
CARPENTER TECHNOLOGY CORP
SOLEShares231.67K
TypeSH
Market value$64.03M
2.61%
Sole
200.57K
Shared
0.00
None
31.10K
SPS COMM INC
SOLEShares372.43K
TypeSH
Market value$50.68M
2.06%
Sole
296.25K
Shared
0.00
None
76.18K
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.67M
TypeSH
Market value$50.66M
2.06%
Sole
1.28M
Shared
0.00
None
393.53K
SEMTECH CORP
SOLEShares991.58K
TypeSH
Market value$44.76M
1.82%
Sole
814.06K
Shared
0.00
None
177.52K
CENTRUS ENERGY CORP
SOLEShares206.72K
TypeSH
Market value$37.87M
1.54%
Sole
163.15K
Shared
0.00
None
43.58K
PHREESIA INC
SOLEShares1.30M
TypeSH
Market value$37.08M
1.51%
Sole
975.31K
Shared
0.00
None
327.48K
COMFORT SYS USA INC
SOLEShares68.61K
TypeSH
Market value$36.79M
1.50%
Sole
57.71K
Shared
0.00
None
10.90K
KORNIT DIGITAL LTD
SOLEShares1.83M
TypeSH
Market value$36.42M
1.48%
Sole
1.39M
Shared
0.00
None
438.05K
DESCARTES SYS GROUP INC
SOLEShares355.57K
TypeSH
Market value$36.14M
1.47%
Sole
281.91K
Shared
0.00
None
73.66K
CASELLA WASTE SYS INC
SOLEShares312.41K
TypeSH
Market value$36.05M
1.47%
Sole
254.16K
Shared
0.00
None
58.24K
ARCHER AVIATION INC
SOLEShares3.24M
TypeSH
Market value$35.18M
1.43%
Sole
2.55M
Shared
0.00
None
688.75K
GLOBAL E ONLINE LTD
SOLEShares933.34K
TypeSH
Market value$31.30M
1.27%
Sole
728.80K
Shared
0.00
None
204.55K
COMPASS INC
SOLEShares4.46M
TypeSH
Market value$28.00M
1.14%
Sole
3.44M
Shared
0.00
None
1.02M
FIRST WATCH RESTAURANT GROUP
SOLEShares1.65M
TypeSH
Market value$26.42M
1.08%
Sole
1.28M
Shared
0.00
None
368.30K
KURA SUSHI USA INC
SOLEShares297.66K
TypeSH
Market value$25.62M
1.04%
Sole
224.23K
Shared
0.00
None
73.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORCH GROUP INCSOLE | COM | 11.63M | SH | $137.14M 5.58% | 9.50M | 0.00 | 2.13M |
ODDITY TECH LTDSOLE | SHS CL A | 1.36M | SH | $102.29M 4.16% | 1.04M | 0.00 | 315.22K |
MAGNITE INCSOLE | COM | 3.64M | SH | $87.86M 3.58% | 3.05M | 0.00 | 595.89K |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 8.34M | SH | $86.70M 3.53% | 6.94M | 0.00 | 1.40M |
MAREX GROUP PLCSOLE | ORD | 2.08M | SH | $81.99M 3.34% | 1.58M | 0.00 | 500.52K |
VICTORY CAP HLDGS INCSOLE | COM CL A | 1.20M | SH | $76.10M 3.10% | 894.46K | 0.00 | 300.84K |
TOAST INCSOLE | CL A | 1.61M | SH | $71.41M 2.91% | 1.24M | 0.00 | 371.50K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 19.49M | SH | $69.38M 2.82% | 16.30M | 0.00 | 3.18M |
AXON ENTERPRISE INCSOLE | COM | 83.64K | SH | $69.25M 2.82% | 62.18K | 0.00 | 21.46K |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 2.30M | SH | $64.54M 2.63% | 1.94M | 0.00 | 362.23K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 231.67K | SH | $64.03M 2.61% | 200.57K | 0.00 | 31.10K |
SPS COMM INCSOLE | COM | 372.43K | SH | $50.68M 2.06% | 296.25K | 0.00 | 76.18K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.67M | SH | $50.66M 2.06% | 1.28M | 0.00 | 393.53K |
SEMTECH CORPSOLE | COM | 991.58K | SH | $44.76M 1.82% | 814.06K | 0.00 | 177.52K |
CENTRUS ENERGY CORPSOLE | CL A | 206.72K | SH | $37.87M 1.54% | 163.15K | 0.00 | 43.58K |
PHREESIA INCSOLE | COM | 1.30M | SH | $37.08M 1.51% | 975.31K | 0.00 | 327.48K |
COMFORT SYS USA INCSOLE | COM | 68.61K | SH | $36.79M 1.50% | 57.71K | 0.00 | 10.90K |
KORNIT DIGITAL LTDSOLE | SHS | 1.83M | SH | $36.42M 1.48% | 1.39M | 0.00 | 438.05K |
DESCARTES SYS GROUP INCSOLE | COM | 355.57K | SH | $36.14M 1.47% | 281.91K | 0.00 | 73.66K |
CASELLA WASTE SYS INCSOLE | CL A | 312.41K | SH | $36.05M 1.47% | 254.16K | 0.00 | 58.24K |
ARCHER AVIATION INCSOLE | COM CL A | 3.24M | SH | $35.18M 1.43% | 2.55M | 0.00 | 688.75K |
GLOBAL E ONLINE LTDSOLE | SHS | 933.34K | SH | $31.30M 1.27% | 728.80K | 0.00 | 204.55K |
COMPASS INCSOLE | CL A | 4.46M | SH | $28.00M 1.14% | 3.44M | 0.00 | 1.02M |
FIRST WATCH RESTAURANT GROUPSOLE | COM | 1.65M | SH | $26.42M 1.08% | 1.28M | 0.00 | 368.30K |
KURA SUSHI USA INCSOLE | CL A COM | 297.66K | SH | $25.62M 1.04% | 224.23K | 0.00 | 73.43K |
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