GRANAHAN INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1026710

Location

WALTHAM, MA

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

% of voting shares83.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

17.38M

% 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

SOLE

COM

Shares239.47K

TypeSH

Market value$94.39M

4.57%

Sole

204.97K

Shared

0.00

None

34.49K

PORCH GROUP INC

SOLE

COM

Shares12.67M

TypeSH

Market value$90.88M

4.40%

Sole

10.20M

Shared

0.00

None

2.47M

FTAI AVIATION LTD

SOLE

SHS

Shares340.32K

TypeSH

Market value$83.38M

4.03%

Sole

260.07K

Shared

0.00

None

80.24K

MODINE MFG CO

SOLE

COM

Shares377.59K

TypeSH

Market value$81.83M

3.96%

Sole

290.75K

Shared

0.00

None

86.84K

VICTORY CAP HLDGS INC DEL

SOLE

COM CL A

Shares1.09M

TypeSH

Market value$71.20M

3.44%

Sole

793.34K

Shared

0.00

None

293.98K

INDIE SEMICONDUCTOR INC

SOLE

CLASS A COM

Shares20.28M

TypeSH

Market value$65.31M

3.16%

Sole

16.58M

Shared

0.00

None

3.71M

FORGENT POWER SOLUTIONS INC

SOLE

COM SHS CL A

Shares2.07M

TypeSH

Market value$60.62M

2.93%

Sole

1.56M

Shared

0.00

None

508.17K

MAREX GROUP PLC

SOLE

ORD

Shares1.22M

TypeSH

Market value$54.55M

2.64%

Sole

918.44K

Shared

0.00

None

305.31K

NEXTPOWER INC

SOLE

CLASS A COM

Shares424.43K

TypeSH

Market value$51.17M

2.47%

Sole

329.57K

Shared

0.00

None

94.87K

KURA SUSHI USA INC

SOLE

CL A COM

Shares607.92K

TypeSH

Market value$42.43M

2.05%

Sole

459.25K

Shared

0.00

None

148.67K

ONTO INNOVATION INC

SOLE

COM

Shares198.69K

TypeSH

Market value$40.75M

1.97%

Sole

152.60K

Shared

0.00

None

46.09K

AXON ENTERPRISE INC

SOLE

COM

Shares90.69K

TypeSH

Market value$38.52M

1.86%

Sole

63.95K

Shared

0.00

None

26.74K

COMFORT SYS USA INC

SOLE

COM

Shares26.03K

TypeSH

Market value$35.89M

1.74%

Sole

19.54K

Shared

0.00

None

6.49K

KORNIT DIGITAL LTD

SOLE

SHS

Shares2.30M

TypeSH

Market value$33.70M

1.63%

Sole

1.75M

Shared

0.00

None

549.07K

LIFE TIME GROUP HOLDINGS INC

SOLE

COMMON STOCK

Shares1.20M

TypeSH

Market value$32.34M

1.56%

Sole

905.09K

Shared

0.00

None

295.39K

TTM TECHNOLOGIES INC

SOLE

COM

Shares327.43K

TypeSH

Market value$31.90M

1.54%

Sole

273.74K

Shared

0.00

None

53.69K

FIGURE TECHNOLOGY SOLUTIO

SOLE

COM CL A

Shares935.40K

TypeSH

Market value$31.76M

1.54%

Sole

720.66K

Shared

0.00

None

214.74K

MAGNITE INC

SOLE

COM

Shares2.55M

TypeSH

Market value$30.33M

1.47%

Sole

2.24M

Shared

0.00

None

314.11K

QXO INC

SOLE

COM NEW

Shares1.51M

TypeSH

Market value$29.32M

1.42%

Sole

1.11M

Shared

0.00

None

394.96K

SEMTECH CORP

SOLE

COM

Shares370.64K

TypeSH

Market value$28.50M

1.38%

Sole

279.52K

Shared

0.00

None

91.12K

CAVA GROUP INC

SOLE

COM

Shares303.89K

TypeSH

Market value$24.58M

1.19%

Sole

222.99K

Shared

0.00

None

80.90K

RAMBUS INC DEL

SOLE

COM

Shares280.25K

TypeSH

Market value$24.11M

1.17%

Sole

220.68K

Shared

0.00

None

59.57K

SPORTRADAR GROUP AG

SOLE

CLASS A ORD SHS

Shares1.44M

TypeSH

Market value$24.10M

1.17%

Sole

1.22M

Shared

0.00

None

221.49K

CELLEBRITE DI LTD

SOLE

ORDINARY SHARES

Shares1.74M

TypeSH

Market value$23.97M

1.16%

Sole

1.47M

Shared

0.00

None

272.24K

GENIUS SPORTS LIMITED

SOLE

SHARES CL A

Shares5.38M

TypeSH

Market value$23.85M

1.15%

Sole

4.47M

Shared

0.00

None

915.48K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
CARPENTER TECHNOLOGY CORPSOLE	COM	239.47K	SH	$94.39M 4.57%	204.97K	34.49K
PORCH GROUP INCSOLE	COM	12.67M	SH	$90.88M 4.40%	10.20M	2.47M
FTAI AVIATION LTDSOLE	SHS	340.32K	SH	$83.38M 4.03%	260.07K	80.24K
MODINE MFG COSOLE	COM	377.59K	SH	$81.83M 3.96%	290.75K	86.84K
VICTORY CAP HLDGS INC DELSOLE	COM CL A	1.09M	SH	$71.20M 3.44%	793.34K	293.98K
INDIE SEMICONDUCTOR INCSOLE	CLASS A COM	20.28M	SH	$65.31M 3.16%	16.58M	3.71M
FORGENT POWER SOLUTIONS INCSOLE	COM SHS CL A	2.07M	SH	$60.62M 2.93%	1.56M	508.17K
MAREX GROUP PLCSOLE	ORD	1.22M	SH	$54.55M 2.64%	918.44K	305.31K
NEXTPOWER INCSOLE	CLASS A COM	424.43K	SH	$51.17M 2.47%	329.57K	94.87K
KURA SUSHI USA INCSOLE	CL A COM	607.92K	SH	$42.43M 2.05%	459.25K	148.67K
ONTO INNOVATION INCSOLE	COM	198.69K	SH	$40.75M 1.97%	152.60K	46.09K
AXON ENTERPRISE INCSOLE	COM	90.69K	SH	$38.52M 1.86%	63.95K	26.74K
COMFORT SYS USA INCSOLE	COM	26.03K	SH	$35.89M 1.74%	19.54K	6.49K
KORNIT DIGITAL LTDSOLE	SHS	2.30M	SH	$33.70M 1.63%	1.75M	549.07K
LIFE TIME GROUP HOLDINGS INCSOLE	COMMON STOCK	1.20M	SH	$32.34M 1.56%	905.09K	295.39K
TTM TECHNOLOGIES INCSOLE	COM	327.43K	SH	$31.90M 1.54%	273.74K	53.69K
FIGURE TECHNOLOGY SOLUTIOSOLE	COM CL A	935.40K	SH	$31.76M 1.54%	720.66K	214.74K
MAGNITE INCSOLE	COM	2.55M	SH	$30.33M 1.47%	2.24M	314.11K
QXO INCSOLE	COM NEW	1.51M	SH	$29.32M 1.42%	1.11M	394.96K
SEMTECH CORPSOLE	COM	370.64K	SH	$28.50M 1.38%	279.52K	91.12K
CAVA GROUP INCSOLE	COM	303.89K	SH	$24.58M 1.19%	222.99K	80.90K
RAMBUS INC DELSOLE	COM	280.25K	SH	$24.11M 1.17%	220.68K	59.57K
SPORTRADAR GROUP AGSOLE	CLASS A ORD SHS	1.44M	SH	$24.10M 1.17%	1.22M	221.49K
CELLEBRITE DI LTDSOLE	ORDINARY SHARES	1.74M	SH	$23.97M 1.16%	1.47M	272.24K
GENIUS SPORTS LIMITEDSOLE	SHARES CL A	5.38M	SH	$23.85M 1.15%	4.47M	915.48K

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