GRANAHAN INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1026710
Location

WALTHAM, MA

150
Positions
$2.81B
Total AUM (reported)
98.68M
Total Shares

Allocation by class

TOTAL AUM$2.81B150 positions
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 315.5%4–1018.4%11–2524.0%Rest42.0%TOP 1034.0%0%100%
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

SOLE
COM
Shares12.39M
TypeSH
Market value$186.40M
6.64%
Sole
9.95M
Shared
0.00
None
2.44M

SILICON MOTION TECHNOLOGY CO

SOLE
SPONSORED ADR
Shares445.75K
TypeSH
Market value$148.58M
5.29%
Sole
359.63K
Shared
0.00
None
86.13K

FORGENT POWER SOLUTIONS INC

SOLE
COM SHS CL A
Shares1.81M
TypeSH
Market value$100.97M
3.60%
Sole
1.35M
Shared
0.00
None
453.71K

INDIE SEMICONDUCTOR INC

SOLE
CLASS A COM
Shares19.42M
TypeSH
Market value$87.20M
3.11%
Sole
15.66M
Shared
0.00
None
3.76M

VICTORY CAP HLDGS INC DEL

SOLE
COM CL A
Shares1.02M
TypeSH
Market value$85.35M
3.04%
Sole
733.04K
Shared
0.00
None
282.30K

FTAI AVIATION LTD

SOLE
SHS
Shares293.72K
TypeSH
Market value$79.46M
2.83%
Sole
213.19K
Shared
0.00
None
80.53K

MAREX GROUP PLC

SOLE
ORD
Shares1.25M
TypeSH
Market value$76.45M
2.72%
Sole
930.17K
Shared
0.00
None
324.12K

MODINE MFG CO

SOLE
COM
Shares263.57K
TypeSH
Market value$70.38M
2.51%
Sole
201.87K
Shared
0.00
None
61.71K

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares96.98K
TypeSH
Market value$59.82M
2.13%
Sole
80.73K
Shared
0.00
None
16.25K

NEXTPOWER INC

SOLE
CLASS A COM
Shares495.94K
TypeSH
Market value$59.09M
2.11%
Sole
385K
Shared
0.00
None
110.94K

MAGNITE INC

SOLE
COM
Shares3.08M
TypeSH
Market value$58.52M
2.09%
Sole
2.64M
Shared
0.00
None
441.07K

AXON ENTERPRISE INC

SOLE
COM
Shares96.83K
TypeSH
Market value$54.28M
1.93%
Sole
66.40K
Shared
0.00
None
30.43K

ONTO INNOVATION INC

SOLE
COM
Shares141.57K
TypeSH
Market value$53.58M
1.91%
Sole
107.72K
Shared
0.00
None
33.85K

TTM TECHNOLOGIES INC

SOLE
COM
Shares269.33K
TypeSH
Market value$50.37M
1.79%
Sole
223.02K
Shared
0.00
None
46.31K

LIGAND PHARMACEUTICALS INC

SOLE
COM NEW
Shares147.23K
TypeSH
Market value$46.54M
1.66%
Sole
117.50K
Shared
0.00
None
29.73K

KURA SUSHI USA INC

SOLE
CL A COM
Shares801.97K
TypeSH
Market value$46.16M
1.64%
Sole
610.81K
Shared
0.00
None
191.16K

REPLIGEN CORP

SOLE
COM
Shares332.27K
TypeSH
Market value$45.34M
1.62%
Sole
264.69K
Shared
0.00
None
67.58K

DIGITAL TURBINE INC

SOLE
COM NEW
Shares3.49M
TypeSH
Market value$45.08M
1.61%
Sole
3.27M
Shared
0.00
None
223.42K

LIFE TIME GROUP HOLDINGS INC

SOLE
COMMON STOCK
Shares1.08M
TypeSH
Market value$44.25M
1.58%
Sole
808.44K
Shared
0.00
None
275.14K

GENIUS SPORTS LIMITED

SOLE
SHARES CL A
Shares7.02M
TypeSH
Market value$42.57M
1.52%
Sole
5.81M
Shared
0.00
None
1.22M

CASELLA WASTE SYS INC

SOLE
CL A
Shares436.29K
TypeSH
Market value$42.31M
1.51%
Sole
358.59K
Shared
0.00
None
77.70K

QXO INC

SOLE
COM NEW
Shares2.33M
TypeSH
Market value$40.22M
1.43%
Sole
1.70M
Shared
0.00
None
631.67K

GENERAC HLDGS INC

SOLE
COM
Shares122.87K
TypeSH
Market value$35.98M
1.28%
Sole
94.04K
Shared
0.00
None
28.83K

ZETA GLOBAL HOLDINGS CORP

SOLE
CL A
Shares1.76M
TypeSH
Market value$34.60M
1.23%
Sole
1.34M
Shared
0.00
None
422.28K

KORNIT DIGITAL LTD

SOLE
SHS
Shares2.12M
TypeSH
Market value$34.44M
1.23%
Sole
1.60M
Shared
0.00
None
523.30K
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