GIM
Granahan Investment Management Portfolio holdings
AUM
$2.46B
1-Year Est. Return
66.36%
1 Year Est. Return
+66.36%
AUM
$2.46B
AUM Growth
+$449M
(+22%)
Holding
177
Top Buys
| 1 | +$31.3M | |
| 2 | +$25.2M | |
| 3 | +$23.9M | |
| 4 |
Digital Turbine
APPS
|
+$17.8M |
| 5 |
Klaviyo
KVYO
|
+$16.1M |
Top Sells
| 1 | +$20.5M | |
| 2 | +$15.1M | |
| 3 | +$14.2M | |
| 4 |
Evolent Health
EVH
|
+$12.9M |
| 5 |
BPMC
Blueprint Medicines
BPMC
|
+$12.8M |
Sector Composition
| 1 | Technology | 37.34% |
| 2 | Industrials | 18.28% |
| 3 | Healthcare | 12.27% |
| 4 | Financials | 9.42% |
| 5 | Consumer Discretionary | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Porch Group
PRCH
$1.63B
| $137M | 5.58% |
11,631,775
-96,809
|
|
||
2
ODDITY Tech
ODD
$2.96B
| $102M | 4.16% |
1,355,347
-199,844
|
|
||
3
Magnite
MGNI
$2.66B
| $87.9M | 3.58% |
3,642,786
+992,796
|
|
||
4
Genius Sports
GENI
$2.81B
| $86.7M | 3.53% |
8,336,296
+550,909
|
|
||
|
MRX
5
Marex Group
MRX
$2.25B
| $82M | 3.34% |
2,077,153
-39,907
|
|
||
6
Victory Capital Holdings
VCTR
$4.37B
| $76.1M | 3.1% |
1,195,300
+147,351
|
|
||
7
Toast
TOST
$22B
| $71.4M | 2.91% |
1,612,221
+114,280
|
|
||
8
indie Semiconductor
INDI
$1.19B
| $69.4M | 2.82% |
19,487,402
+1,967,005
|
|
||
9
Axon Enterprise
AXON
$53.6B
| $69.2M | 2.82% |
83,639
-694
|
|
||
10
Sportradar
SRAD
$7.75B
| $64.5M | 2.63% |
2,298,483
+400,974
|
|
||
11
Carpenter Technology
CRS
$12.1B
| $64M | 2.61% |
231,669
-1,348
|
|
||
12
SPS Commerce
SPSC
$4.2B
| $50.7M | 2.06% |
372,431
-31,237
|
|
||
13
Life Time Group Holdings
LTH
$5.65B
| $50.7M | 2.06% |
1,670,210
+109,266
|
|
||
14
Semtech
SMTC
$5.95B
| $44.8M | 1.82% |
991,576
+36,655
|
|
||
15
Centrus Energy
LEU
$7.28B
| $37.9M | 1.54% |
206,724
-9,323
|
|
||
16
Phreesia
PHR
$1.37B
| $37.1M | 1.51% |
1,302,785
+164,228
|
|
||
17
Comfort Systems
FIX
$29.5B
| $36.8M | 1.5% |
68,612
+360
|
|
||
18
Kornit Digital
KRNT
$634M
| $36.4M | 1.48% |
1,829,431
+135,598
|
|
||
19
Descartes Systems
DSGX
$8.24B
| $36.1M | 1.47% |
355,567
-23,415
|
|
||
20
Casella Waste Systems
CWST
$5.45B
| $36M | 1.47% |
312,408
-30,570
|
|
||
21
Archer Aviation
ACHR
$7.73B
| $35.2M | 1.43% |
3,242,620
+442,443
|
|
||
22
Global E Online
GLBE
$5.65B
| $31.3M | 1.27% |
+933,344
|
|
||
23
Compass
COMP
$4.18B
| $28M | 1.14% |
4,459,171
-941,067
|
|
||
24
First Watch Restaurant Group
FWRG
$1.1B
| $26.4M | 1.08% |
1,647,128
+52,861
|
|
||
25
Kura Sushi USA
KRUS
$763M
| $25.6M | 1.04% |
297,658
-103,485
|
|