2026 Q2 Portfolio Activity
In 2026 Q2, Granahan Investment Management, LLC maintained a portfolio of 171 distinct positions. The most significant new addition was TWIST BIOSCIENCE CORP, now representing 1.15% of the total fund value. They heavily accumulated shares in SILICON MOTION TECHNOLOGY CO, increasing the position by 128.3%. The fund also reduced its exposure to FORGENT POWER SOLUTIONS INC by 88.5%.
Position History
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Total Positions
171
Quarter
2026 Q2
Top Holding
PRCH (6.6%)
Top 10 Concentration
34.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 171
Granahan Investment Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PRCH
PORCH GROUP INC
|
Financial Services | 6.64% | 4.40% |
#1
1
Prev: #2
|
5.2 |
—
|
-281,327 | -2.2% |
P
S
|
12,393,660 | $186,400,646 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SIMO
SILICON MOTION ...
|
Technology | 5.29% | 1.06% |
#2
25
Prev: #27
|
6.6 |
—
|
250,500 | 128.3% |
P
S
|
445,752 | $148,582,514 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
FORGENT POWER S...
|
|
Unknown | 3.60% | 2.93% |
#3
4
Prev: #7
|
2.9 |
—
|
-263,476 | -12.7% |
P
S
|
1,807,608 | $100,972,983 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
INDI
INDIE SEMICONDU...
|
Technology | 3.11% | 3.16% |
#4
2
Prev: #6
|
2.2 |
—
|
-863,947 | -4.3% |
P
S
|
19,419,892 | $87,195,315 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VCTR
VICTORY CAP HLD...
|
Financial Services | 3.04% | 3.44% |
#5
Prev: #5
|
2.2 |
—
|
-71,972 | -6.6% |
P
S
|
1,015,343 | $85,349,733 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FTAI
FTAI AVIATION L...
|
Industrials | 2.83% | 4.03% |
#6
3
Prev: #3
|
1.6 |
—
|
-46,595 | -13.7% |
P
S
|
293,722 | $79,460,613 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRX
MAREX GROUP PLC
|
Financial Services | 2.72% | 2.64% |
#7
1
Prev: #8
|
1.6 |
—
|
30,533 | 2.5% |
P
S
|
1,254,283 | $76,448,549 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MOD
MODINE MFG CO
|
Consumer Cyclical | 2.51% | 3.96% |
#8
4
Prev: #4
|
1.0 |
—
|
-114,014 | -30.2% |
P
S
|
263,572 | $70,378,995 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRS
CARPENTER TECHN...
|
Industrials | 2.13% | 4.57% |
#9
8
Prev: #1
|
0.9 |
—
|
-142,488 | -59.5% |
P
S
|
96,981 | $59,821,760 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NXT
NEXTPOWER INC
|
Technology | 2.11% | 2.47% |
#10
1
Prev: #9
|
2.8 |
—
|
71,504 | 16.8% |
P
S
|
495,938 | $59,086,053 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MGNI
MAGNITE INC
|
Communication Services | 2.09% | 1.47% |
#11
7
Prev: #18
|
3.3 |
—
|
529,798 | 20.7% |
P
S
|
3,083,211 | $58,519,345 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 1.93% | 1.86% |
#12
Prev: #12
|
2.8 |
—
|
6,137 | 6.8% |
P
S
|
96,829 | $54,283,306 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 1.91% | 1.97% |
#13
2
Prev: #11
|
0.8 |
—
|
-57,126 | -28.8% |
P
S
|
141,568 | $53,576,410 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TTMI
TTM TECHNOLOGIE...
|
Technology | 1.79% | 1.54% |
#14
2
Prev: #16
|
1.2 |
—
|
-58,104 | -17.7% |
P
S
|
269,330 | $50,370,097 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LGND
LIGAND PHARMACE...
|
Healthcare | 1.66% | 0.23% |
#15
90
Prev: #105
|
3.7 |
—
|
123,066 | 509.3% |
P
S
|
147,231 | $46,538,247 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRUS
KURA SUSHI USA ...
|
Consumer Cyclical | 1.64% | 2.05% |
#16
6
Prev: #10
|
3.2 |
—
|
194,052 | 31.9% |
P
S
|
801,969 | $46,161,336 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RGEN
REPLIGEN CORP
|
Healthcare | 1.62% | 0.50% |
#17
38
Prev: #55
|
3.6 |
—
|
245,318 | 282.1% |
P
S
|
332,271 | $45,335,055 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APPS
DIGITAL TURBINE...
|
Technology | 1.61% | 0.99% |
#18
13
Prev: #31
|
0.6 |
—
|
-3,618,151 | -50.9% |
P
S
|
3,494,200 | $45,075,180 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LTH
LIFE TIME GROUP...
|
Consumer Cyclical | 1.58% | 1.56% |
#19
4
Prev: #15
|
1.1 |
—
|
-116,896 | -9.7% |
P
S
|
1,083,587 | $44,253,693 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GENI
GENIUS SPORTS L...
|
Communication Services | 1.52% | 1.15% |
#20
5
Prev: #25
|
3.1 |
—
|
1,640,568 | 30.5% |
P
S
|
7,024,330 | $42,567,440 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CWST
CASELLA WASTE S...
|
Industrials | 1.51% | 0.96% |
#21
11
Prev: #32
|
3.6 |
—
|
186,027 | 74.3% |
P
S
|
436,289 | $42,306,944 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QXO
QXO INC
|
Industrials | 1.43% | 1.42% |
#22
3
Prev: #19
|
3.6 |
—
|
818,116 | 54.2% |
P
S
|
2,327,662 | $40,221,999 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GNRC
GENERAC HLDGS I...
|
Industrials | 1.28% | 0.12% |
#23
108
Prev: #131
|
3.5 |
—
|
109,659 | 829.9% |
P
S
|
122,872 | $35,978,150 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 1.23% | 0.79% |
#24
12
Prev: #36
|
3.5 |
—
|
733,725 | 71.6% |
P
S
|
1,758,212 | $34,601,612 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 1.23% | 1.63% |
#25
11
Prev: #14
|
1.0 |
—
|
-179,073 | -7.8% |
P
S
|
2,119,398 | $34,440,217 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TWST
TWIST BIOSCIENC...
|
Healthcare | 1.15% | — |
#26
Prev: #—
|
4.0 |
—
|
314,882 | — |
NEW
|
314,882 | $32,395,060 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DAVE
DAVE INC
|
Technology | 1.13% | 0.55% |
#27
22
Prev: #49
|
3.0 |
—
|
19,435 | 29.7% |
P
S
|
84,897 | $31,631,773 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SIBN
SI BONE INC
|
Healthcare | 1.12% | 1.06% |
#28
2
Prev: #26
|
2.4 |
—
|
192,085 | 11.0% |
P
S
|
1,931,182 | $31,516,890 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FROG
JFROG LTD
|
Technology | 0.97% | 0.30% |
#29
58
Prev: #87
|
3.4 |
—
|
169,580 | 130.3% |
P
S
|
299,683 | $27,235,191 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIGR
FIGURE TECHNOLO...
|
Financial Services | 0.92% | 1.54% |
#30
13
Prev: #17
|
0.9 |
—
|
-93,094 | -10.0% |
P
S
|
842,306 | $25,867,217 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 0.86% | 1.16% |
#31
7
Prev: #24
|
0.8 |
—
|
-78,481 | -4.5% |
P
S
|
1,661,163 | $24,252,980 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GTES
GATES INDL CORP...
|
Industrials | 0.84% | 0.85% |
#32
1
Prev: #33
|
2.3 |
—
|
68,837 | 8.9% |
P
S
|
843,441 | $23,591,045 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 0.78% | 0.82% |
#33
1
Prev: #34
|
2.3 |
—
|
86,358 | 15.8% |
P
S
|
633,327 | $21,995,447 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GRAL
GRAIL INC
|
Healthcare | 0.78% | 0.12% |
#34
98
Prev: #132
|
3.3 |
—
|
271,548 | 547.2% |
P
S
|
321,176 | $21,926,686 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RBC
RBC BEARINGS IN...
|
Industrials | 0.78% | 1.01% |
#35
6
Prev: #29
|
0.8 |
—
|
-4,476 | -11.6% |
P
S
|
34,017 | $21,908,989 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAVA
CAVA GROUP INC
|
Consumer Cyclical | 0.74% | 1.19% |
#36
15
Prev: #21
|
0.8 |
—
|
-38,480 | -12.7% |
P
S
|
265,411 | $20,829,455 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KIDS
ORTHOPEDIATRICS...
|
Healthcare | 0.74% | 0.69% |
#37
3
Prev: #40
|
2.8 |
—
|
189,223 | 21.1% |
P
S
|
1,085,964 | $20,774,491 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MTRN
MATERION CORP
|
Basic Materials | 0.74% | 1.01% |
#38
8
Prev: #30
|
0.3 |
—
|
-74,683 | -51.7% |
P
S
|
69,793 | $20,755,740 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DSGX
DESCARTES SYS G...
|
Technology | 0.73% | 0.19% |
#39
77
Prev: #116
|
3.3 |
—
|
242,004 | 438.0% |
P
S
|
297,257 | $20,582,075 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
QUANTINUUM INC
|
|
Unknown | 0.68% | — |
#40
Prev: #—
|
3.8 |
—
|
233,540 | — |
NEW
|
233,540 | $19,089,560 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TOST
TOAST INC
|
Technology | 0.68% | 0.51% |
#41
12
Prev: #53
|
3.3 |
—
|
286,684 | 71.8% |
P
S
|
685,751 | $19,077,593 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TCBI
TEXAS CAP BANCS...
|
Financial Services | 0.68% | 0.79% |
#42
5
Prev: #37
|
2.3 |
—
|
12,720 | 7.4% |
P
S
|
184,087 | $19,008,824 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 0.67% | 0.67% |
#43
1
Prev: #42
|
0.8 |
—
|
-7,467 | -5.7% |
P
S
|
124,271 | $18,922,745 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELC
CELCUITY INC
|
Healthcare | 0.67% | 0.49% |
#44
13
Prev: #57
|
3.3 |
—
|
90,220 | 101.6% |
P
S
|
179,053 | $18,732,525 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UMAC
UNUSUAL MACHS I...
|
Technology | 0.66% | 0.61% |
#45
1
Prev: #46
|
0.8 |
—
|
-187,126 | -18.4% |
P
S
|
829,328 | $18,494,014 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FWRG
FIRST WATCH RES...
|
Consumer Cyclical | 0.63% | 0.55% |
#46
2
Prev: #48
|
2.8 |
—
|
275,815 | 25.3% |
P
S
|
1,363,852 | $17,580,052 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTNX
NUTANIX INC
|
Technology | 0.61% | 0.29% |
#47
45
Prev: #92
|
3.2 |
—
|
180,534 | 115.5% |
P
S
|
336,852 | $17,165,978 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LASR
NLIGHT INC
|
Technology | 0.59% | 0.51% |
#48
6
Prev: #54
|
2.7 |
—
|
51,720 | 27.9% |
P
S
|
236,991 | $16,499,313 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VECO
VEECO INSTRS IN...
|
Technology | 0.55% | 0.32% |
#49
29
Prev: #78
|
2.2 |
—
|
12,106 | 6.3% |
P
S
|
204,837 | $15,526,645 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 0.54% | 0.53% |
#50
1
Prev: #51
|
2.7 |
—
|
126,022 | 37.6% |
P
S
|
461,608 | $15,103,814 | 1999 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 171 holdings