2026 Q1 Portfolio Activity
In 2026 Q1, Granahan Investment Management, LLC maintained a portfolio of 174 distinct positions. The most significant new addition was FORGENT POWER SOLUTIONS INC, now representing 2.93% of the total fund value. They heavily accumulated shares in MODINE MFG CO, increasing the position by 15.7%. Conversely, Granahan Investment Management, LLC completely exited their position in ODDITY TECH LTD.
Position History
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Total Positions
174
Quarter
2026 Q1
Top Holding
CRS (4.6%)
Top 10 Concentration
33.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 174
Granahan Investment Management, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CRS
CARPENTER TECHN...
|
Industrials | 4.57% | 3.60% |
#1
2
Prev: #3
|
4.3 |
—
|
-27,706 | -10.4% |
P
S
|
239,469 | $94,386,706 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRCH
PORCH GROUP INC
|
Financial Services | 4.40% | 4.53% |
#2
1
Prev: #1
|
5.3 |
—
|
1,084,559 | 9.4% |
P
S
|
12,674,987 | $90,879,657 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FTAI
FTAI AVIATION L...
|
Industrials | 4.03% | 2.93% |
#3
1
Prev: #4
|
3.1 |
—
|
-7,048 | -2.0% |
P
S
|
340,317 | $83,377,665 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MOD
MODINE MFG CO
|
Consumer Cyclical | 3.96% | 1.87% |
#4
10
Prev: #14
|
4.1 |
—
|
51,112 | 15.7% |
P
S
|
377,586 | $81,826,662 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VCTR
VICTORY CAP HLD...
|
Financial Services | 3.44% | 2.90% |
#5
Prev: #5
|
2.4 |
—
|
12,113 | 1.1% |
P
S
|
1,087,315 | $71,197,386 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INDI
INDIE SEMICONDU...
|
Technology | 3.16% | 2.60% |
#6
1
Prev: #7
|
3.3 |
—
|
3,067,255 | 17.8% |
P
S
|
20,283,839 | $65,313,962 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
FORGENT POWER S...
|
|
Unknown | 2.93% | — |
#7
Prev: #—
|
4.7 |
—
|
2,071,084 | — |
NEW
|
2,071,084 | $60,620,629 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MRX
MAREX GROUP PLC
|
Financial Services | 2.64% | 2.26% |
#8
2
Prev: #10
|
1.6 |
—
|
-153,243 | -11.1% |
P
S
|
1,223,750 | $54,554,775 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NXT
NEXTPOWER INC
|
Technology | 2.47% | 1.44% |
#9
12
Prev: #21
|
3.0 |
—
|
39,724 | 10.3% |
P
S
|
424,434 | $51,165,519 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRUS
KURA SUSHI USA ...
|
Consumer Cyclical | 2.05% | 1.76% |
#10
6
Prev: #16
|
0.8 |
—
|
-179,191 | -22.8% |
P
S
|
607,917 | $42,426,527 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 1.97% | 1.33% |
#11
13
Prev: #24
|
1.3 |
—
|
2,052 | 1.0% |
P
S
|
198,694 | $40,746,179 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 1.86% | 1.84% |
#12
3
Prev: #15
|
2.7 |
—
|
14,978 | 19.8% |
P
S
|
90,692 | $38,515,985 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIX
COMFORT SYS USA...
|
Industrials | 1.74% | 1.04% |
#13
17
Prev: #30
|
1.2 |
—
|
-8 | -0.0% |
P
S
|
26,027 | $35,890,973 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 1.63% | 1.58% |
#14
5
Prev: #19
|
1.2 |
—
|
-271,192 | -10.6% |
P
S
|
2,298,471 | $33,695,585 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LTH
LIFE TIME GROUP...
|
Consumer Cyclical | 1.56% | 1.89% |
#15
2
Prev: #13
|
0.6 |
—
|
-459,089 | -27.7% |
P
S
|
1,200,483 | $32,341,012 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTMI
TTM TECHNOLOGIE...
|
Technology | 1.54% | 0.73% |
#16
26
Prev: #42
|
3.1 |
—
|
80,059 | 32.4% |
P
S
|
327,434 | $31,898,620 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIGR
FIGURE TECHNOLO...
|
Financial Services | 1.54% | 1.16% |
#17
9
Prev: #26
|
3.1 |
—
|
269,882 | 40.6% |
P
S
|
935,400 | $31,756,830 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MGNI
MAGNITE INC
|
Communication Services | 1.47% | 2.17% |
#18
7
Prev: #11
|
1.1 |
—
|
-562,517 | -18.1% |
P
S
|
2,553,413 | $30,334,546 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QXO
QXO INC
|
Industrials | 1.42% | 0.66% |
#19
25
Prev: #44
|
3.6 |
—
|
709,934 | 88.8% |
P
S
|
1,509,546 | $29,315,383 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SMTC
SEMTECH CORP
|
Technology | 1.38% | 1.32% |
#20
5
Prev: #25
|
1.1 |
—
|
-47,585 | -11.4% |
P
S
|
370,642 | $28,498,663 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAVA
CAVA GROUP INC
|
Consumer Cyclical | 1.19% | 0.58% |
#21
28
Prev: #49
|
3.0 |
—
|
73,088 | 31.7% |
P
S
|
303,891 | $24,584,782 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RMBS
RAMBUS INC DEL
|
Technology | 1.17% | 1.04% |
#22
7
Prev: #29
|
2.5 |
—
|
14,730 | 5.5% |
P
S
|
280,246 | $24,109,563 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 1.17% | 1.70% |
#23
5
Prev: #18
|
1.0 |
—
|
-230,812 | -13.8% |
P
S
|
1,439,659 | $24,099,892 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 1.16% | 2.36% |
#24
16
Prev: #8
|
0.5 |
—
|
-1,317,374 | -43.1% |
P
S
|
1,739,644 | $23,972,294 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GENI
GENIUS SPORTS L...
|
Communication Services | 1.15% | 3.71% |
#25
23
Prev: #2
|
0.5 |
—
|
-2,470,110 | -31.5% |
P
S
|
5,383,762 | $23,850,066 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SIBN
SI BONE INC
|
Healthcare | 1.06% | 0.74% |
#26
14
Prev: #40
|
3.4 |
—
|
858,942 | 97.6% |
P
S
|
1,739,097 | $21,964,795 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SIMO
SILICON MOTION ...
|
Technology | 1.06% | 0.91% |
#27
6
Prev: #33
|
0.9 |
—
|
-33,877 | -14.8% |
P
S
|
195,252 | $21,924,847 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
YORK SPACE SYST...
|
|
Unknown | 1.04% | — |
#28
Prev: #—
|
3.9 |
—
|
967,610 | — |
NEW
|
967,610 | $21,451,914 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
RBC
RBC BEARINGS IN...
|
Industrials | 1.01% | 0.94% |
#29
3
Prev: #32
|
0.4 |
—
|
-10,264 | -21.1% |
P
S
|
38,493 | $20,906,318 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MTRN
MATERION CORP
|
Basic Materials | 1.01% | 0.74% |
#30
11
Prev: #41
|
0.9 |
—
|
6,250 | 4.5% |
P
S
|
144,476 | $20,898,453 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APPS
DIGITAL TURBINE...
|
Technology | 0.99% | 1.36% |
#31
8
Prev: #23
|
2.4 |
—
|
762,888 | 12.0% |
P
S
|
7,112,351 | $20,483,571 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CWST
CASELLA WASTE S...
|
Industrials | 0.96% | 1.08% |
#32
5
Prev: #27
|
0.9 |
—
|
-7,453 | -2.9% |
P
S
|
250,262 | $19,855,787 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTES
GATES INDL CORP...
|
Industrials | 0.85% | 0.77% |
#33
6
Prev: #39
|
0.8 |
—
|
-60,119 | -7.2% |
P
S
|
774,604 | $17,513,796 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 0.82% | 2.01% |
#34
22
Prev: #12
|
0.3 |
—
|
-644,923 | -54.1% |
P
S
|
546,969 | $16,873,994 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARLO
ARLO TECHNOLOGI...
|
Industrials | 0.80% | 0.20% |
#35
77
Prev: #112
|
3.3 |
—
|
831,108 | 245.6% |
P
S
|
1,169,490 | $16,641,843 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 0.79% | 2.28% |
#36
27
Prev: #9
|
0.3 |
—
|
-1,593,143 | -60.9% |
P
S
|
1,024,487 | $16,309,833 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TCBI
TEXAS CAP BANCS...
|
Financial Services | 0.79% | 0.69% |
#37
6
Prev: #43
|
0.8 |
—
|
-7,002 | -3.9% |
P
S
|
171,367 | $16,259,301 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMRC
AMERESCO INC
|
Industrials | 0.78% | 1.06% |
#38
10
Prev: #28
|
0.3 |
—
|
-217,934 | -25.7% |
P
S
|
630,073 | $16,066,861 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEU
CENTRUS ENERGY ...
|
Energy | 0.75% | 0.78% |
#39
2
Prev: #37
|
2.3 |
—
|
14,455 | 19.2% |
P
S
|
89,690 | $15,569,287 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KIDS
ORTHOPEDIATRICS...
|
Healthcare | 0.69% | 0.50% |
#40
16
Prev: #56
|
2.8 |
—
|
232,760 | 35.1% |
P
S
|
896,741 | $14,231,280 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STRL
STERLING INFRAS...
|
Industrials | 0.68% | 0.78% |
#41
3
Prev: #38
|
0.3 |
—
|
-24,816 | -42.0% |
P
S
|
34,332 | $13,982,394 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 0.67% | 0.54% |
#42
11
Prev: #53
|
2.3 |
—
|
18,875 | 16.7% |
P
S
|
131,738 | $13,951,054 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COMP
COMPASS INC
|
Real Estate | 0.67% | 1.42% |
#43
21
Prev: #22
|
0.3 |
—
|
-1,250,911 | -39.9% |
P
S
|
1,885,312 | $13,781,631 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLFS
BIOLIFE SOLUTIO...
|
Healthcare | 0.67% | 0.50% |
#44
13
Prev: #57
|
2.8 |
—
|
239,701 | 49.7% |
P
S
|
722,057 | $13,776,848 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALHC
ALIGNMENT HEALT...
|
Healthcare | 0.67% | 0.63% |
#45
1
Prev: #46
|
0.8 |
—
|
31,013 | 4.1% |
P
S
|
780,500 | $13,752,410 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UMAC
UNUSUAL MACHS I...
|
Technology | 0.61% | 0.63% |
#46
1
Prev: #47
|
0.7 |
—
|
-138,051 | -12.0% |
P
S
|
1,016,454 | $12,604,030 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AIP
ARTERIS INC
|
Technology | 0.57% | 0.16% |
#47
81
Prev: #128
|
3.2 |
—
|
476,181 | 201.0% |
P
S
|
713,077 | $11,722,986 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FWRG
FIRST WATCH RES...
|
Consumer Cyclical | 0.55% | 0.94% |
#48
17
Prev: #31
|
0.2 |
—
|
-363,200 | -25.0% |
P
S
|
1,088,037 | $11,402,628 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DAVE
DAVE INC
|
Technology | 0.55% | 0.02% |
#49
105
Prev: #154
|
3.2 |
—
|
63,551 | 3325.5% |
P
S
|
65,462 | $11,396,280 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRTC
IRHYTHM HOLDING...
|
Healthcare | 0.55% | 0.11% |
#50
87
Prev: #137
|
3.2 |
—
|
81,645 | 567.9% |
P
S
|
96,022 | $11,332,516 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 174 holdings