GIM

Granahan Investment Management Portfolio holdings

AUM $2.46B
1-Year Est. Return 66.36%
This Quarter Est. Return
1 Year Est. Return
+66.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$60.5M
3
+$44.2M
4
MSP
Datto Holding Corp.
MSP
+$34M
5
APPS icon
Digital Turbine
APPS
+$32.6M

Top Sells

1
+$102M
2
+$43.8M
3
+$33.7M
4
PCTY icon
Paylocity
PCTY
+$33.2M
5
ENPH icon
Enphase Energy
ENPH
+$32.9M

Sector Composition

1 Technology 39.92%
2 Healthcare 16.36%
3 Industrials 13.09%
4 Consumer Discretionary 9.99%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.9M 0.94%
3,015,762
+1,330,325
27
$41.6M 0.93%
105,004
+6,688
28
$41.1M 0.92%
431,541
+23,926
29
$40.5M 0.91%
119,464
+14,325
30
$39.8M 0.89%
923,886
+22,528
31
$39.1M 0.88%
560,381
+73,091
32
$34.8M 0.78%
160,104
+5,142
33
$34M 0.76%
+1,259,454
34
$33.7M 0.76%
1,091,836
-193,572
35
$32.8M 0.74%
226,303
+33,101
36
$32.3M 0.73%
734,323
+436,440
37
$31.6M 0.71%
+496,124
38
$31.5M 0.71%
+47,705
39
$30.2M 0.68%
151,338
-2,134
40
$28M 0.63%
1,130,145
+111,790
41
$27.6M 0.62%
739,092
-133,110
42
$26.8M 0.6%
+494,096
43
$26.5M 0.59%
541,113
-194,189
44
$26.3M 0.59%
134,079
+120,839
45
$25.3M 0.57%
+1,394,792
46
$24.9M 0.56%
461,740
-107,117
47
$24.6M 0.55%
479,722
+160,334
48
$24M 0.54%
623,093
+47,122
49
$23.7M 0.53%
211,707
-43,938
50
$23.4M 0.53%
536,587
+55,499
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