Filed: 8/14/2026ACC: 0001398344-26-014483
📋 What this filing means
GRANAHAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $2.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$2.81B
Total AUM (reported)
98.68M
Total Shares
Allocation by class
COM$1.33B47.5%
COM NEW$168.72M6.0%
COM CL A$151.62M5.4%
SPONSORED ADR$148.58M5.3%
CLASS A COM$146.28M5.2%
CL A$142.20M5.1%
SHS$135.90M4.8%
Portfolio Concentration
Top 3$435.96M15.5%
4–10$517.74M18.4%
11–25$674.23M24.0%
Rest$1.18B42.0%
Top 3 weight
15.5%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 98.68M
Sole
Full voting authority
82.32M
shares
% of voting shares83.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.36M
shares
% of voting shares16.6%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeSole · 83.4% of voting shares
Institutional Holdings150
Rows:
PORCH GROUP INC
SOLEShares12.39M
TypeSH
Market value$186.40M
6.64%
Sole
9.95M
Shared
0.00
None
2.44M
SILICON MOTION TECHNOLOGY CO
SOLEShares445.75K
TypeSH
Market value$148.58M
5.29%
Sole
359.63K
Shared
0.00
None
86.13K
FORGENT POWER SOLUTIONS INC
SOLEShares1.81M
TypeSH
Market value$100.97M
3.60%
Sole
1.35M
Shared
0.00
None
453.71K
INDIE SEMICONDUCTOR INC
SOLEShares19.42M
TypeSH
Market value$87.20M
3.11%
Sole
15.66M
Shared
0.00
None
3.76M
VICTORY CAP HLDGS INC DEL
SOLEShares1.02M
TypeSH
Market value$85.35M
3.04%
Sole
733.04K
Shared
0.00
None
282.30K
FTAI AVIATION LTD
SOLEShares293.72K
TypeSH
Market value$79.46M
2.83%
Sole
213.19K
Shared
0.00
None
80.53K
MAREX GROUP PLC
SOLEShares1.25M
TypeSH
Market value$76.45M
2.72%
Sole
930.17K
Shared
0.00
None
324.12K
MODINE MFG CO
SOLEShares263.57K
TypeSH
Market value$70.38M
2.51%
Sole
201.87K
Shared
0.00
None
61.71K
CARPENTER TECHNOLOGY CORP
SOLEShares96.98K
TypeSH
Market value$59.82M
2.13%
Sole
80.73K
Shared
0.00
None
16.25K
NEXTPOWER INC
SOLEShares495.94K
TypeSH
Market value$59.09M
2.11%
Sole
385K
Shared
0.00
None
110.94K
MAGNITE INC
SOLEShares3.08M
TypeSH
Market value$58.52M
2.09%
Sole
2.64M
Shared
0.00
None
441.07K
AXON ENTERPRISE INC
SOLEShares96.83K
TypeSH
Market value$54.28M
1.93%
Sole
66.40K
Shared
0.00
None
30.43K
ONTO INNOVATION INC
SOLEShares141.57K
TypeSH
Market value$53.58M
1.91%
Sole
107.72K
Shared
0.00
None
33.85K
TTM TECHNOLOGIES INC
SOLEShares269.33K
TypeSH
Market value$50.37M
1.79%
Sole
223.02K
Shared
0.00
None
46.31K
LIGAND PHARMACEUTICALS INC
SOLEShares147.23K
TypeSH
Market value$46.54M
1.66%
Sole
117.50K
Shared
0.00
None
29.73K
KURA SUSHI USA INC
SOLEShares801.97K
TypeSH
Market value$46.16M
1.64%
Sole
610.81K
Shared
0.00
None
191.16K
REPLIGEN CORP
SOLEShares332.27K
TypeSH
Market value$45.34M
1.62%
Sole
264.69K
Shared
0.00
None
67.58K
DIGITAL TURBINE INC
SOLEShares3.49M
TypeSH
Market value$45.08M
1.61%
Sole
3.27M
Shared
0.00
None
223.42K
LIFE TIME GROUP HOLDINGS INC
SOLEShares1.08M
TypeSH
Market value$44.25M
1.58%
Sole
808.44K
Shared
0.00
None
275.14K
GENIUS SPORTS LIMITED
SOLEShares7.02M
TypeSH
Market value$42.57M
1.52%
Sole
5.81M
Shared
0.00
None
1.22M
CASELLA WASTE SYS INC
SOLEShares436.29K
TypeSH
Market value$42.31M
1.51%
Sole
358.59K
Shared
0.00
None
77.70K
QXO INC
SOLEShares2.33M
TypeSH
Market value$40.22M
1.43%
Sole
1.70M
Shared
0.00
None
631.67K
GENERAC HLDGS INC
SOLEShares122.87K
TypeSH
Market value$35.98M
1.28%
Sole
94.04K
Shared
0.00
None
28.83K
ZETA GLOBAL HOLDINGS CORP
SOLEShares1.76M
TypeSH
Market value$34.60M
1.23%
Sole
1.34M
Shared
0.00
None
422.28K
KORNIT DIGITAL LTD
SOLEShares2.12M
TypeSH
Market value$34.44M
1.23%
Sole
1.60M
Shared
0.00
None
523.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORCH GROUP INCSOLE | COM | 12.39M | SH | $186.40M 6.64% | 9.95M | 0.00 | 2.44M |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 445.75K | SH | $148.58M 5.29% | 359.63K | 0.00 | 86.13K |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 1.81M | SH | $100.97M 3.60% | 1.35M | 0.00 | 453.71K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 19.42M | SH | $87.20M 3.11% | 15.66M | 0.00 | 3.76M |
VICTORY CAP HLDGS INC DELSOLE | COM CL A | 1.02M | SH | $85.35M 3.04% | 733.04K | 0.00 | 282.30K |
FTAI AVIATION LTDSOLE | SHS | 293.72K | SH | $79.46M 2.83% | 213.19K | 0.00 | 80.53K |
MAREX GROUP PLCSOLE | ORD | 1.25M | SH | $76.45M 2.72% | 930.17K | 0.00 | 324.12K |
MODINE MFG COSOLE | COM | 263.57K | SH | $70.38M 2.51% | 201.87K | 0.00 | 61.71K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 96.98K | SH | $59.82M 2.13% | 80.73K | 0.00 | 16.25K |
NEXTPOWER INCSOLE | CLASS A COM | 495.94K | SH | $59.09M 2.11% | 385K | 0.00 | 110.94K |
MAGNITE INCSOLE | COM | 3.08M | SH | $58.52M 2.09% | 2.64M | 0.00 | 441.07K |
AXON ENTERPRISE INCSOLE | COM | 96.83K | SH | $54.28M 1.93% | 66.40K | 0.00 | 30.43K |
ONTO INNOVATION INCSOLE | COM | 141.57K | SH | $53.58M 1.91% | 107.72K | 0.00 | 33.85K |
TTM TECHNOLOGIES INCSOLE | COM | 269.33K | SH | $50.37M 1.79% | 223.02K | 0.00 | 46.31K |
LIGAND PHARMACEUTICALS INCSOLE | COM NEW | 147.23K | SH | $46.54M 1.66% | 117.50K | 0.00 | 29.73K |
KURA SUSHI USA INCSOLE | CL A COM | 801.97K | SH | $46.16M 1.64% | 610.81K | 0.00 | 191.16K |
REPLIGEN CORPSOLE | COM | 332.27K | SH | $45.34M 1.62% | 264.69K | 0.00 | 67.58K |
DIGITAL TURBINE INCSOLE | COM NEW | 3.49M | SH | $45.08M 1.61% | 3.27M | 0.00 | 223.42K |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 1.08M | SH | $44.25M 1.58% | 808.44K | 0.00 | 275.14K |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 7.02M | SH | $42.57M 1.52% | 5.81M | 0.00 | 1.22M |
CASELLA WASTE SYS INCSOLE | CL A | 436.29K | SH | $42.31M 1.51% | 358.59K | 0.00 | 77.70K |
QXO INCSOLE | COM NEW | 2.33M | SH | $40.22M 1.43% | 1.70M | 0.00 | 631.67K |
GENERAC HLDGS INCSOLE | COM | 122.87K | SH | $35.98M 1.28% | 94.04K | 0.00 | 28.83K |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 1.76M | SH | $34.60M 1.23% | 1.34M | 0.00 | 422.28K |
KORNIT DIGITAL LTDSOLE | SHS | 2.12M | SH | $34.44M 1.23% | 1.60M | 0.00 | 523.30K |
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