GIM
Granahan Investment Management Portfolio holdings
AUM
$2.44B
1-Year Est. Return
65.28%
1 Year Est. Return
+65.28%
AUM
$2.44B
AUM Growth
-$14.3M
(-0.58%)
Holding
172
Top Buys
| 1 | +$44.7M | |
| 2 | +$23.8M | |
| 3 | +$22.2M | |
| 4 |
Nextpower Inc
NXT
|
+$21.1M |
| 5 |
Comfort Systems
FIX
|
+$19.9M |
Top Sells
| 1 | +$34.4M | |
| 2 | +$33.5M | |
| 3 | +$25.2M | |
| 4 |
Semtech
SMTC
|
+$25M |
| 5 |
PAR Technology
PAR
|
+$18.1M |
Sector Composition
| 1 | Technology | 34.09% |
| 2 | Industrials | 19.72% |
| 3 | Healthcare | 11.25% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Casella Waste Systems
CWST
$6.01B
| $29.8M | 1.22% |
314,344
+1,936
|
|
||
27
Archer Aviation
ACHR
$6.34B
| $28.2M | 1.15% |
2,940,100
-302,520
|
|
||
28
Modine Manufacturing
MOD
$8.51B
| $26.6M | 1.09% |
186,914
+80,810
|
|
||
29
Kornit Digital
KRNT
$642M
| $26.4M | 1.08% |
1,955,150
+125,719
|
|
||
30
First Watch Restaurant Group
FWRG
$1.08B
| $26.1M | 1.07% |
1,667,332
+20,204
|
|
||
31
StepStone Group
STEP
$4.97B
| $24.9M | 1.02% |
381,455
+243,495
|
|
||
32
Rambus
RMBS
$11B
| $24.8M | 1.02% |
238,443
+108,362
|
|
||
33
Zeta Global
ZETA
$4.64B
| $24.7M | 1.01% |
1,244,466
+491,643
|
|
||
34
CoStar Group
CSGP
$28.8B
| $22.8M | 0.93% |
270,166
-30,766
|
|
||
35
Descartes Systems
DSGX
$7.97B
| $20.3M | 0.83% |
215,944
-139,623
|
|
||
36
Silicon Motion
SIMO
$3.11B
| $19.7M | 0.81% |
207,758
+77,667
|
|
||
37
RBC Bearings
RBC
$14B
| $17.9M | 0.73% |
45,850
-16,138
|
|
||
38
Enovix
ENVX
$1.96B
| $17.4M | 0.71% |
1,749,649
+47,290
|
|
||
39
Gates Industrial
GTES
$5.64B
| $16.9M | 0.69% |
682,310
-245,930
|
|
||
40
Transcat
TRNS
$501M
| $16.7M | 0.69% |
228,565
-46
|
|
||
|
FIGR
41
Figure Technology Solutions
FIGR
$8.42B
| $16.7M | 0.68% |
+458,594
|
|
||
|
STKL
42
SunOpta
STKL
$429M
| $16M | 0.65% |
2,728,251
-917,823
|
|
||
43
Exact Sciences
EXAS
$19.2B
| $15.4M | 0.63% |
281,918
-40,589
|
|
||
44
SI-BONE Inc
SIBN
$853M
| $15.3M | 0.63% |
1,039,649
-224,678
|
|
||
45
Shift4
FOUR
$4.74B
| $15.2M | 0.62% |
196,810
-60,264
|
|
||
46
Texas Capital Bancshares
TCBI
$4.28B
| $14.4M | 0.59% |
169,790
-12,147
|
|
||
47
OrthoPediatrics
KIDS
$462M
| $14.1M | 0.58% |
759,951
-206,877
|
|
||
48
e.l.f. Beauty
ELF
$4.83B
| $13.1M | 0.54% |
98,837
+10,718
|
|
||
49
Tower Semiconductor
TSEM
$12.8B
| $12.9M | 0.53% |
178,188
+53,208
|
|
||
50
Nutanix
NTNX
$12.8B
| $12.9M | 0.53% |
173,109
-19,940
|
|