GIM
Granahan Investment Management Portfolio holdings
AUM
$2.46B
1-Year Est. Return
66.36%
1 Year Est. Return
+66.36%
AUM
$2.01B
AUM Growth
-$387M
(-16%)
Holding
198
Top Buys
| 1 | +$33.5M | |
| 2 | +$22M | |
| 3 | +$17.1M | |
| 4 |
Centrus Energy
LEU
|
+$13.4M |
| 5 |
SPS Commerce
SPSC
|
+$13.4M |
Top Sells
| 1 | +$40.7M | |
| 2 | +$23M | |
| 3 | +$21.9M | |
| 4 |
Globant
GLOB
|
+$15.8M |
| 5 |
Magnite
MGNI
|
+$11M |
Sector Composition
| 1 | Technology | 34.72% |
| 2 | Industrials | 17.74% |
| 3 | Healthcare | 12.99% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Financials | 9.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kura Sushi USA
KRUS
$587M
| $20.5M | 1.02% |
401,143
+34,114
|
|
||
27
SI-BONE Inc
SIBN
$680M
| $20.1M | 1% |
1,432,701
-201,865
|
|
||
28
RBC Bearings
RBC
$13.7B
| $20M | 1% |
62,292
+1,288
|
|
||
29
Archer Aviation
ACHR
$5.3B
| $19.9M | 0.99% |
2,800,177
+676,013
|
|
||
30
Shift4
FOUR
$4.54B
| $19.5M | 0.97% |
238,142
-281,414
|
|
||
31
HubSpot
HUBS
$20.9B
| $19.4M | 0.97% |
34,001
-2,991
|
|
||
32
ACV Auctions
ACVA
$930M
| $19.2M | 0.96% |
1,361,305
-75,168
|
|
||
33
Paylocity
PCTY
$7.72B
| $18M | 0.89% |
95,913
-55,588
|
|
||
34
Modine Manufacturing
MOD
$8.23B
| $17.8M | 0.89% |
232,146
+127,024
|
|
||
35
Texas Capital Bancshares
TCBI
$3.96B
| $17.5M | 0.87% |
233,766
-25,919
|
|
||
36
WillScot Mobile Mini Holdings
WSC
$3.33B
| $17.3M | 0.86% |
620,627
+31,458
|
|
||
37
OrthoPediatrics
KIDS
$427M
| $16.4M | 0.82% |
667,057
-119,312
|
|
||
|
STKL
38
SunOpta
STKL
$469M
| $16.3M | 0.81% |
3,346,836
+564,621
|
|
||
39
Transcat
TRNS
$516M
| $15.9M | 0.79% |
213,167
+24,404
|
|
||
40
Gates Industrial
GTES
$5.71B
| $15.5M | 0.77% |
842,880
+131,831
|
|
||
41
Sprout Social
SPT
$592M
| $15.1M | 0.75% |
686,822
-179,272
|
|
||
42
FTAI Aviation
FTAI
$16.8B
| $14.9M | 0.74% |
134,548
+75,758
|
|
||
43
SharkNinja
SN
$13B
| $14.7M | 0.73% |
175,694
+4,311
|
|
||
44
Exact Sciences
EXAS
$12.5B
| $14.6M | 0.73% |
337,875
-106,189
|
|
||
45
Insmed
INSM
$40.5B
| $14.3M | 0.71% |
187,802
-21,552
|
|
||
46
Nutanix
NTNX
$18.9B
| $14.3M | 0.71% |
204,859
+13,031
|
|
||
|
KLC
47
KinderCare Learning Companies
KLC
$650M
| $14.2M | 0.71% |
1,228,286
-217,773
|
|
||
48
Knife River
KNF
$4.02B
| $13.9M | 0.69% |
154,247
-7,330
|
|
||
|
49
Centrus Energy
LEU
$5.36B
| $13.4M | 0.67% |
+216,047
|
|
||
50
Evolent Health
EVH
$575M
| $12.9M | 0.64% |
1,361,830
-2,311,880
|
|