Filed: 11/14/2025ACC: 0001398344-25-020897
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $2.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$2.44B
Total AUM (reported)
104.16M
Total Shares
Allocation by class
COM$1.16B47.3%
CL A$267.78M11.0%
COM CL A$162.33M6.6%
SHS$124.57M5.1%
CLASS A COM$105.63M4.3%
SHARES CL A$98.76M4.0%
SHS CL A$93.85M3.8%
Portfolio Concentration
Top 3$354.31M14.5%
4–10$483.69M19.8%
11–25$610.60M25.0%
Rest$993.89M40.7%
Top 3 weight
14.5%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 104.16M
Sole
Full voting authority
86.54M
shares
% of voting shares83.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.61M
shares
% of voting shares16.9%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeSole · 83.1% of voting shares
Institutional Holdings146
Rows:
PORCH GROUP INC
SOLEShares9.64M
TypeSH
Market value$161.70M
6.62%
Sole
7.72M
Shared
0.00
None
1.92M
GENIUS SPORTS LIMITED
SOLEShares7.98M
TypeSH
Market value$98.76M
4.04%
Sole
6.57M
Shared
0.00
None
1.41M
ODDITY TECH LTD
SOLEShares1.51M
TypeSH
Market value$93.85M
3.84%
Sole
1.15M
Shared
0.00
None
355K
MAGNITE INC
SOLEShares3.87M
TypeSH
Market value$84.36M
3.45%
Sole
3.13M
Shared
0.00
None
739.55K
VICTORY CAP HLDGS INC
SOLEShares1.20M
TypeSH
Market value$77.62M
3.18%
Sole
886.87K
Shared
0.00
None
311.69K
COMFORT SYS USA INC
SOLEShares92.77K
TypeSH
Market value$76.55M
3.13%
Sole
72.88K
Shared
0.00
None
19.90K
INDIE SEMICONDUCTOR INC
SOLEShares17.47M
TypeSH
Market value$71.12M
2.91%
Sole
14.45M
Shared
0.00
None
3.02M
CARPENTER TECHNOLOGY CORP
SOLEShares269.44K
TypeSH
Market value$66.16M
2.71%
Sole
232.84K
Shared
0.00
None
36.59K
AXON ENTERPRISE INC
SOLEShares77.45K
TypeSH
Market value$55.58M
2.28%
Sole
56.91K
Shared
0.00
None
20.54K
CENTRUS ENERGY CORP
SOLEShares168.66K
TypeSH
Market value$52.30M
2.14%
Sole
131.61K
Shared
0.00
None
37.05K
SPORTRADAR GROUP AG
SOLEShares1.89M
TypeSH
Market value$50.94M
2.09%
Sole
1.59M
Shared
0.00
None
305.69K
CELLEBRITE DI LTD
SOLEShares2.63M
TypeSH
Market value$48.72M
1.99%
Sole
2.11M
Shared
0.00
None
515.13K
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.69M
TypeSH
Market value$46.73M
1.91%
Sole
1.28M
Shared
0.00
None
411.03K
SEMTECH CORP
SOLEShares641.49K
TypeSH
Market value$45.83M
1.88%
Sole
495.55K
Shared
0.00
None
145.94K
TOAST INC
SOLEShares1.24M
TypeSH
Market value$45.19M
1.85%
Sole
938.25K
Shared
0.00
None
299.37K
FTAI AVIATION LTD
SOLEShares267.37K
TypeSH
Market value$44.61M
1.83%
Sole
217.07K
Shared
0.00
None
50.30K
GLOBAL E ONLINE LTD
SOLEShares1.22M
TypeSH
Market value$43.67M
1.79%
Sole
940.51K
Shared
0.00
None
280.71K
SPS COMM INC
SOLEShares396.78K
TypeSH
Market value$41.32M
1.69%
Sole
310.67K
Shared
0.00
None
86.11K
KURA SUSHI USA INC
SOLEShares671.01K
TypeSH
Market value$39.86M
1.63%
Sole
514.89K
Shared
0.00
None
156.13K
COMPASS INC
SOLEShares4.81M
TypeSH
Market value$38.59M
1.58%
Sole
3.64M
Shared
0.00
None
1.17M
DIGITAL TURBINE INC
SOLEShares5.71M
TypeSH
Market value$36.57M
1.50%
Sole
5.33M
Shared
0.00
None
387.24K
MAREX GROUP PLC
SOLEShares1.05M
TypeSH
Market value$35.47M
1.45%
Sole
812.20K
Shared
0.00
None
242.76K
PHREESIA INC
SOLEShares1.38M
TypeSH
Market value$32.47M
1.33%
Sole
1.03M
Shared
0.00
None
353.75K
NEXTRACKER INC
SOLEShares415.17K
TypeSH
Market value$30.72M
1.26%
Sole
349.47K
Shared
0.00
None
65.69K
AMERESCO INC
SOLEShares890.07K
TypeSH
Market value$29.89M
1.22%
Sole
738.22K
Shared
0.00
None
151.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORCH GROUP INCSOLE | COM | 9.64M | SH | $161.70M 6.62% | 7.72M | 0.00 | 1.92M |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 7.98M | SH | $98.76M 4.04% | 6.57M | 0.00 | 1.41M |
ODDITY TECH LTDSOLE | SHS CL A | 1.51M | SH | $93.85M 3.84% | 1.15M | 0.00 | 355K |
MAGNITE INCSOLE | COM | 3.87M | SH | $84.36M 3.45% | 3.13M | 0.00 | 739.55K |
VICTORY CAP HLDGS INCSOLE | COM CL A | 1.20M | SH | $77.62M 3.18% | 886.87K | 0.00 | 311.69K |
COMFORT SYS USA INCSOLE | COM | 92.77K | SH | $76.55M 3.13% | 72.88K | 0.00 | 19.90K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 17.47M | SH | $71.12M 2.91% | 14.45M | 0.00 | 3.02M |
CARPENTER TECHNOLOGY CORPSOLE | COM | 269.44K | SH | $66.16M 2.71% | 232.84K | 0.00 | 36.59K |
AXON ENTERPRISE INCSOLE | COM | 77.45K | SH | $55.58M 2.28% | 56.91K | 0.00 | 20.54K |
CENTRUS ENERGY CORPSOLE | CL A | 168.66K | SH | $52.30M 2.14% | 131.61K | 0.00 | 37.05K |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.89M | SH | $50.94M 2.09% | 1.59M | 0.00 | 305.69K |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 2.63M | SH | $48.72M 1.99% | 2.11M | 0.00 | 515.13K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.69M | SH | $46.73M 1.91% | 1.28M | 0.00 | 411.03K |
SEMTECH CORPSOLE | COM | 641.49K | SH | $45.83M 1.88% | 495.55K | 0.00 | 145.94K |
TOAST INCSOLE | CL A | 1.24M | SH | $45.19M 1.85% | 938.25K | 0.00 | 299.37K |
FTAI AVIATION LTDSOLE | SHS | 267.37K | SH | $44.61M 1.83% | 217.07K | 0.00 | 50.30K |
GLOBAL E ONLINE LTDSOLE | SHS | 1.22M | SH | $43.67M 1.79% | 940.51K | 0.00 | 280.71K |
SPS COMM INCSOLE | COM | 396.78K | SH | $41.32M 1.69% | 310.67K | 0.00 | 86.11K |
KURA SUSHI USA INCSOLE | CL A COM | 671.01K | SH | $39.86M 1.63% | 514.89K | 0.00 | 156.13K |
COMPASS INCSOLE | CL A | 4.81M | SH | $38.59M 1.58% | 3.64M | 0.00 | 1.17M |
DIGITAL TURBINE INCSOLE | COM NEW | 5.71M | SH | $36.57M 1.50% | 5.33M | 0.00 | 387.24K |
MAREX GROUP PLCSOLE | ORD | 1.05M | SH | $35.47M 1.45% | 812.20K | 0.00 | 242.76K |
PHREESIA INCSOLE | COM | 1.38M | SH | $32.47M 1.33% | 1.03M | 0.00 | 353.75K |
NEXTRACKER INCSOLE | CLASS A COM | 415.17K | SH | $30.72M 1.26% | 349.47K | 0.00 | 65.69K |
AMERESCO INCSOLE | CL A | 890.07K | SH | $29.89M 1.22% | 738.22K | 0.00 | 151.85K |
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