Filed: 5/15/2026ACC: 0001398344-26-009220
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $2.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$2.07B
Total AUM (reported)
103.48M
Total Shares
Allocation by class
COM$1.05B50.9%
COM CL A$149.16M7.2%
SHS$139.39M6.7%
CLASS A COM$116.48M5.6%
CL A$114.20M5.5%
COM NEW$87.08M4.2%
COM SHS CL A$75.33M3.6%
Portfolio Concentration
Top 3$268.64M13.0%
4–10$427.11M20.7%
11–25$453.61M21.9%
Rest$917.98M44.4%
Top 3 weight
13.0%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 103.48M
Sole
Full voting authority
86.10M
shares
% of voting shares83.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.38M
shares
% of voting shares16.8%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeSole · 83.2% of voting shares
Institutional Holdings149
Rows:
CARPENTER TECHNOLOGY CORP
SOLEShares239.47K
TypeSH
Market value$94.39M
4.57%
Sole
204.97K
Shared
0.00
None
34.49K
PORCH GROUP INC
SOLEShares12.67M
TypeSH
Market value$90.88M
4.40%
Sole
10.20M
Shared
0.00
None
2.47M
FTAI AVIATION LTD
SOLEShares340.32K
TypeSH
Market value$83.38M
4.03%
Sole
260.07K
Shared
0.00
None
80.24K
MODINE MFG CO
SOLEShares377.59K
TypeSH
Market value$81.83M
3.96%
Sole
290.75K
Shared
0.00
None
86.84K
VICTORY CAP HLDGS INC DEL
SOLEShares1.09M
TypeSH
Market value$71.20M
3.44%
Sole
793.34K
Shared
0.00
None
293.98K
INDIE SEMICONDUCTOR INC
SOLEShares20.28M
TypeSH
Market value$65.31M
3.16%
Sole
16.58M
Shared
0.00
None
3.71M
FORGENT POWER SOLUTIONS INC
SOLEShares2.07M
TypeSH
Market value$60.62M
2.93%
Sole
1.56M
Shared
0.00
None
508.17K
MAREX GROUP PLC
SOLEShares1.22M
TypeSH
Market value$54.55M
2.64%
Sole
918.44K
Shared
0.00
None
305.31K
NEXTPOWER INC
SOLEShares424.43K
TypeSH
Market value$51.17M
2.47%
Sole
329.57K
Shared
0.00
None
94.87K
KURA SUSHI USA INC
SOLEShares607.92K
TypeSH
Market value$42.43M
2.05%
Sole
459.25K
Shared
0.00
None
148.67K
ONTO INNOVATION INC
SOLEShares198.69K
TypeSH
Market value$40.75M
1.97%
Sole
152.60K
Shared
0.00
None
46.09K
AXON ENTERPRISE INC
SOLEShares90.69K
TypeSH
Market value$38.52M
1.86%
Sole
63.95K
Shared
0.00
None
26.74K
COMFORT SYS USA INC
SOLEShares26.03K
TypeSH
Market value$35.89M
1.74%
Sole
19.54K
Shared
0.00
None
6.49K
KORNIT DIGITAL LTD
SOLEShares2.30M
TypeSH
Market value$33.70M
1.63%
Sole
1.75M
Shared
0.00
None
549.07K
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.20M
TypeSH
Market value$32.34M
1.56%
Sole
905.09K
Shared
0.00
None
295.39K
TTM TECHNOLOGIES INC
SOLEShares327.43K
TypeSH
Market value$31.90M
1.54%
Sole
273.74K
Shared
0.00
None
53.69K
FIGURE TECHNOLOGY SOLUTIO
SOLEShares935.40K
TypeSH
Market value$31.76M
1.54%
Sole
720.66K
Shared
0.00
None
214.74K
MAGNITE INC
SOLEShares2.55M
TypeSH
Market value$30.33M
1.47%
Sole
2.24M
Shared
0.00
None
314.11K
QXO INC
SOLEShares1.51M
TypeSH
Market value$29.32M
1.42%
Sole
1.11M
Shared
0.00
None
394.96K
SEMTECH CORP
SOLEShares370.64K
TypeSH
Market value$28.50M
1.38%
Sole
279.52K
Shared
0.00
None
91.12K
CAVA GROUP INC
SOLEShares303.89K
TypeSH
Market value$24.58M
1.19%
Sole
222.99K
Shared
0.00
None
80.90K
RAMBUS INC DEL
SOLEShares280.25K
TypeSH
Market value$24.11M
1.17%
Sole
220.68K
Shared
0.00
None
59.57K
SPORTRADAR GROUP AG
SOLEShares1.44M
TypeSH
Market value$24.10M
1.17%
Sole
1.22M
Shared
0.00
None
221.49K
CELLEBRITE DI LTD
SOLEShares1.74M
TypeSH
Market value$23.97M
1.16%
Sole
1.47M
Shared
0.00
None
272.24K
GENIUS SPORTS LIMITED
SOLEShares5.38M
TypeSH
Market value$23.85M
1.15%
Sole
4.47M
Shared
0.00
None
915.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARPENTER TECHNOLOGY CORPSOLE | COM | 239.47K | SH | $94.39M 4.57% | 204.97K | 0.00 | 34.49K |
PORCH GROUP INCSOLE | COM | 12.67M | SH | $90.88M 4.40% | 10.20M | 0.00 | 2.47M |
FTAI AVIATION LTDSOLE | SHS | 340.32K | SH | $83.38M 4.03% | 260.07K | 0.00 | 80.24K |
MODINE MFG COSOLE | COM | 377.59K | SH | $81.83M 3.96% | 290.75K | 0.00 | 86.84K |
VICTORY CAP HLDGS INC DELSOLE | COM CL A | 1.09M | SH | $71.20M 3.44% | 793.34K | 0.00 | 293.98K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 20.28M | SH | $65.31M 3.16% | 16.58M | 0.00 | 3.71M |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 2.07M | SH | $60.62M 2.93% | 1.56M | 0.00 | 508.17K |
MAREX GROUP PLCSOLE | ORD | 1.22M | SH | $54.55M 2.64% | 918.44K | 0.00 | 305.31K |
NEXTPOWER INCSOLE | CLASS A COM | 424.43K | SH | $51.17M 2.47% | 329.57K | 0.00 | 94.87K |
KURA SUSHI USA INCSOLE | CL A COM | 607.92K | SH | $42.43M 2.05% | 459.25K | 0.00 | 148.67K |
ONTO INNOVATION INCSOLE | COM | 198.69K | SH | $40.75M 1.97% | 152.60K | 0.00 | 46.09K |
AXON ENTERPRISE INCSOLE | COM | 90.69K | SH | $38.52M 1.86% | 63.95K | 0.00 | 26.74K |
COMFORT SYS USA INCSOLE | COM | 26.03K | SH | $35.89M 1.74% | 19.54K | 0.00 | 6.49K |
KORNIT DIGITAL LTDSOLE | SHS | 2.30M | SH | $33.70M 1.63% | 1.75M | 0.00 | 549.07K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.20M | SH | $32.34M 1.56% | 905.09K | 0.00 | 295.39K |
TTM TECHNOLOGIES INCSOLE | COM | 327.43K | SH | $31.90M 1.54% | 273.74K | 0.00 | 53.69K |
FIGURE TECHNOLOGY SOLUTIOSOLE | COM CL A | 935.40K | SH | $31.76M 1.54% | 720.66K | 0.00 | 214.74K |
MAGNITE INCSOLE | COM | 2.55M | SH | $30.33M 1.47% | 2.24M | 0.00 | 314.11K |
QXO INCSOLE | COM NEW | 1.51M | SH | $29.32M 1.42% | 1.11M | 0.00 | 394.96K |
SEMTECH CORPSOLE | COM | 370.64K | SH | $28.50M 1.38% | 279.52K | 0.00 | 91.12K |
CAVA GROUP INCSOLE | COM | 303.89K | SH | $24.58M 1.19% | 222.99K | 0.00 | 80.90K |
RAMBUS INC DELSOLE | COM | 280.25K | SH | $24.11M 1.17% | 220.68K | 0.00 | 59.57K |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.44M | SH | $24.10M 1.17% | 1.22M | 0.00 | 221.49K |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 1.74M | SH | $23.97M 1.16% | 1.47M | 0.00 | 272.24K |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 5.38M | SH | $23.85M 1.15% | 4.47M | 0.00 | 915.48K |
Page 1 of 6
…