Filed: 2/17/2026ACC: 0001398344-26-003202
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 157 equity positions with a total reported market value of $2.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
157
Positions
$2.34B
Total AUM (reported)
110.24M
Total Shares
Allocation by class
COM$1.08B46.1%
CL A$213.34M9.1%
SHS$157.59M6.7%
COM CL A$149.63M6.4%
CLASS A COM$94.29M4.0%
SHARES CL A$86.55M3.7%
COM NEW$84.41M3.6%
Portfolio Concentration
Top 3$276.49M11.8%
4–10$419.40M18.0%
11–25$583.67M25.0%
Rest$1.06B45.2%
Top 3 weight
11.8%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 110.24M
Sole
Full voting authority
93.02M
shares
% of voting shares84.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.22M
shares
% of voting shares15.6%
Investment Discretion (by position count)
Sole157
Shared0
Other0
Dominant voting typeSole · 84.4% of voting shares
Institutional Holdings157
Rows:
PORCH GROUP INC
SOLEShares11.59M
TypeSH
Market value$105.82M
4.53%
Sole
9.57M
Shared
0.00
None
2.02M
GENIUS SPORTS LIMITED
SOLEShares7.85M
TypeSH
Market value$86.55M
3.71%
Sole
6.59M
Shared
0.00
None
1.26M
CARPENTER TECHNOLOGY CORP
SOLEShares267.18K
TypeSH
Market value$84.12M
3.60%
Sole
231.48K
Shared
0.00
None
35.70K
FTAI AVIATION LTD
SOLEShares347.37K
TypeSH
Market value$68.38M
2.93%
Sole
285.71K
Shared
0.00
None
61.66K
VICTORY CAP HLDGS INC
SOLEShares1.08M
TypeSH
Market value$67.83M
2.90%
Sole
806.55K
Shared
0.00
None
268.65K
ODDITY TECH LTD
SOLEShares1.52M
TypeSH
Market value$61.20M
2.62%
Sole
1.19M
Shared
0.00
None
330.15K
INDIE SEMICONDUCTOR INC
SOLEShares17.22M
TypeSH
Market value$60.77M
2.60%
Sole
14.39M
Shared
0.00
None
2.83M
CELLEBRITE DI LTD
SOLEShares3.06M
TypeSH
Market value$55.12M
2.36%
Sole
2.50M
Shared
0.00
None
557.36K
ZETA GLOBAL HOLDINGS CORP
SOLEShares2.62M
TypeSH
Market value$53.27M
2.28%
Sole
1.99M
Shared
0.00
None
630.48K
MAREX GROUP PLC
SOLEShares1.38M
TypeSH
Market value$52.82M
2.26%
Sole
1.07M
Shared
0.00
None
309.66K
MAGNITE INC
SOLEShares3.12M
TypeSH
Market value$50.57M
2.17%
Sole
2.70M
Shared
0.00
None
411.04K
GLOBAL E ONLINE LTD
SOLEShares1.19M
TypeSH
Market value$46.85M
2.01%
Sole
934.95K
Shared
0.00
None
256.94K
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.66M
TypeSH
Market value$44.11M
1.89%
Sole
1.28M
Shared
0.00
None
379.31K
MODINE MFG CO
SOLEShares326.47K
TypeSH
Market value$43.59M
1.87%
Sole
273.88K
Shared
0.00
None
52.59K
AXON ENTERPRISE INC
SOLEShares75.71K
TypeSH
Market value$43.00M
1.84%
Sole
56.61K
Shared
0.00
None
19.10K
KURA SUSHI USA INC
SOLEShares787.11K
TypeSH
Market value$41.19M
1.76%
Sole
612.54K
Shared
0.00
None
174.57K
PHREESIA INC
SOLEShares2.40M
TypeSH
Market value$40.60M
1.74%
Sole
1.78M
Shared
0.00
None
620.14K
SPORTRADAR GROUP AG
SOLEShares1.67M
TypeSH
Market value$39.71M
1.70%
Sole
1.44M
Shared
0.00
None
235.26K
KORNIT DIGITAL LTD
SOLEShares2.57M
TypeSH
Market value$36.95M
1.58%
Sole
1.97M
Shared
0.00
None
599.02K
TOAST INC
SOLEShares1.04M
TypeSH
Market value$36.83M
1.58%
Sole
795.40K
Shared
0.00
None
241.74K
NEXTPOWER INC
SOLEShares384.71K
TypeSH
Market value$33.51M
1.44%
Sole
314.14K
Shared
0.00
None
70.57K
COMPASS INC
SOLEShares3.14M
TypeSH
Market value$33.15M
1.42%
Sole
2.44M
Shared
0.00
None
697.49K
DIGITAL TURBINE INC
SOLEShares6.35M
TypeSH
Market value$31.75M
1.36%
Sole
5.95M
Shared
0.00
None
401.30K
ONTO INNOVATION INC
SOLEShares196.64K
TypeSH
Market value$31.04M
1.33%
Sole
157.71K
Shared
0.00
None
38.93K
SEMTECH CORP
SOLEShares418.23K
TypeSH
Market value$30.82M
1.32%
Sole
330.76K
Shared
0.00
None
87.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORCH GROUP INCSOLE | COM | 11.59M | SH | $105.82M 4.53% | 9.57M | 0.00 | 2.02M |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 7.85M | SH | $86.55M 3.71% | 6.59M | 0.00 | 1.26M |
CARPENTER TECHNOLOGY CORPSOLE | COM | 267.18K | SH | $84.12M 3.60% | 231.48K | 0.00 | 35.70K |
FTAI AVIATION LTDSOLE | SHS | 347.37K | SH | $68.38M 2.93% | 285.71K | 0.00 | 61.66K |
VICTORY CAP HLDGS INCSOLE | COM CL A | 1.08M | SH | $67.83M 2.90% | 806.55K | 0.00 | 268.65K |
ODDITY TECH LTDSOLE | SHS CL A | 1.52M | SH | $61.20M 2.62% | 1.19M | 0.00 | 330.15K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 17.22M | SH | $60.77M 2.60% | 14.39M | 0.00 | 2.83M |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 3.06M | SH | $55.12M 2.36% | 2.50M | 0.00 | 557.36K |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 2.62M | SH | $53.27M 2.28% | 1.99M | 0.00 | 630.48K |
MAREX GROUP PLCSOLE | ORD | 1.38M | SH | $52.82M 2.26% | 1.07M | 0.00 | 309.66K |
MAGNITE INCSOLE | COM | 3.12M | SH | $50.57M 2.17% | 2.70M | 0.00 | 411.04K |
GLOBAL E ONLINE LTDSOLE | SHS | 1.19M | SH | $46.85M 2.01% | 934.95K | 0.00 | 256.94K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.66M | SH | $44.11M 1.89% | 1.28M | 0.00 | 379.31K |
MODINE MFG COSOLE | COM | 326.47K | SH | $43.59M 1.87% | 273.88K | 0.00 | 52.59K |
AXON ENTERPRISE INCSOLE | COM | 75.71K | SH | $43.00M 1.84% | 56.61K | 0.00 | 19.10K |
KURA SUSHI USA INCSOLE | CL A COM | 787.11K | SH | $41.19M 1.76% | 612.54K | 0.00 | 174.57K |
PHREESIA INCSOLE | COM | 2.40M | SH | $40.60M 1.74% | 1.78M | 0.00 | 620.14K |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.67M | SH | $39.71M 1.70% | 1.44M | 0.00 | 235.26K |
KORNIT DIGITAL LTDSOLE | SHS | 2.57M | SH | $36.95M 1.58% | 1.97M | 0.00 | 599.02K |
TOAST INCSOLE | CL A | 1.04M | SH | $36.83M 1.58% | 795.40K | 0.00 | 241.74K |
NEXTPOWER INCSOLE | CLASS A COM | 384.71K | SH | $33.51M 1.44% | 314.14K | 0.00 | 70.57K |
COMPASS INCSOLE | CL A | 3.14M | SH | $33.15M 1.42% | 2.44M | 0.00 | 697.49K |
DIGITAL TURBINE INCSOLE | COM NEW | 6.35M | SH | $31.75M 1.36% | 5.95M | 0.00 | 401.30K |
ONTO INNOVATION INCSOLE | COM | 196.64K | SH | $31.04M 1.33% | 157.71K | 0.00 | 38.93K |
SEMTECH CORPSOLE | COM | 418.23K | SH | $30.82M 1.32% | 330.76K | 0.00 | 87.46K |
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