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GIM

Granahan Investment Management Portfolio holdings

AUM $2.07B
1-Year Est. Return 56.45%
This Fund
S&P 500
This Quarter Est. Return
+32.63%
1 Year Est. Return
+56.45%
3 Year Est. Return
+154.74%
5 Year Est. Return
+144.99%
10 Year Est. Return
+2,522.93%
AUM
$2.46B
AUM Growth
+$449M
Cap. Flow
-$4.39M
Cap. Flow %
-0.18%
Top 10 Hldgs %
34.46%
Holding
177
New
18
Increased
65
Reduced
70
Closed
24

Top Buys

Rank Stock Value
1
GLBE icon
Global E Online
GLBE
+$31.5M
2
CRCL
Circle Internet Group
CRCL
+$22.6M
3
KVYO icon
Klaviyo
KVYO
+$15.2M
4
MGNI icon
Magnite
MGNI
+$14.6M
5
ETOR
eToro Group
ETOR
+$12.8M

Top Sells

Rank Stock Value
1
STEP icon
StepStone Group
STEP
+$19.8M
2
KLC
KinderCare Learning Companies
KLC
+$14.2M
3
EVH icon
Evolent Health
EVH
+$12.9M
4
BPMC
Blueprint Medicines
BPMC
+$12.8M
5
ODD icon
ODDITY Tech
ODD
+$12.2M

Sector Composition

Rank Sector Weight
1 Technology 27.6%
2 Industrials 18.51%
3 Financials 15%
4 Healthcare 12.27%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOUR icon
26
Shift4
FOUR
$3.26B
$25.5M 1.04%
257,074
+18,932
+8% +$1.65M
ACVA icon
27
ACV Auctions
ACVA
$1.3B
$25.4M 1.04%
1,569,032
+207,727
+15% +$3.23M
CRCL
28
Circle Internet Group
CRCL
$16.9B
$25.2M 1.02%
+138,732
New +$22.6M
CSGP icon
29
CoStar Group
CSGP
$12.3B
$24.2M 0.98%
300,932
-46,761
-13% -$3.64M
RBC icon
30
RBC Bearings
RBC
$18B
$23.9M 0.97%
61,988
-304
-0.5% -$107K
SIBN icon
31
SI-BONE Inc
SIBN
$834M
$23.8M 0.97%
1,264,327
-168,374
-12% -$2.79M
GTES icon
32
Gates Industrial Corporation Ltd.
GTES
$7.15B
$21.4M 0.87%
928,240
+85,360
+10% +$1.72M
STKL
33
DELISTED
SunOpta
STKL
$21.1M 0.86%
3,646,074
+299,238
+9% +$1.57M
HUBS icon
34
HubSpot
HUBS
$10.5B
$20.8M 0.85%
37,345
+3,344
+10% +$1.96M
KIDS icon
35
OrthoPediatrics
KIDS
$595M
$20.8M 0.85%
966,828
+299,771
+45% +$6.48M
TRNS icon
36
Transcat
TRNS
$871M
$19.7M 0.8%
228,611
+15,444
+7% +$1.26M
APPS icon
37
Digital Turbine
APPS
$1.74B
$19M 0.77%
3,224,561
+3,009,003
+1,396% +$12.4M
PAR icon
38
PAR Technology
PAR
$735M
$18.1M 0.74%
260,529
-76,044
-23% -$4.75M
SG icon
39
Sweetgreen
SG
$642M
$18M 0.73%
1,209,200
+145,483
+14% +$2.4M
EXAS
40
DELISTED
Exact Sciences
EXAS
$17.1M 0.7%
322,507
-15,368
-5% -$781K
RGEN icon
41
Repligen
RGEN
$9.25B
$16.8M 0.68%
135,046
+33,849
+33% +$4.31M
KVYO icon
42
Klaviyo
KVYO
$4.73B
$16.1M 0.66%
+479,748
New +$15.2M
ENVX icon
43
Enovix
ENVX
$1.03B
$15.4M 0.63%
1,702,359
+186,682
+12% +$1.22M
NTNX icon
44
Nutanix
NTNX
$16.9B
$14.8M 0.6%
193,049
-11,810
-6% -$850K
PCTY icon
45
Paylocity
PCTY
$7.98B
$14.7M 0.6%
81,064
-14,849
-15% -$2.79M
P
46
Everpure Inc
P
$29.9B
$14.5M 0.59%
252,138
+5,836
+2% +$290K
TCBI icon
47
Texas Capital Bancshares
TCBI
$4.32B
$14.4M 0.59%
181,937
-51,829
-22% -$3.71M
FTAI icon
48
FTAI Aviation
FTAI
$22.2B
$14.4M 0.58%
124,895
-9,653
-7% -$1.08M
BLFS icon
49
BioLife Solutions
BLFS
$1.7B
$13.9M 0.56%
643,200
+203,700
+46% +$4.59M
WSC icon
50
WillScot Mobile Mini Holdings
WSC
$4.41B
$13.7M 0.56%
501,471
-119,156
-19% -$3.17M
1
2
3 4 5

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Granahan Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Granahan Investment Management held 177 positions worth $2.46B, up 22% from $2.01B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Granahan Investment Management's Q2 2025 filing shows 18 new, 65 increased, 70 reduced and 24 closed positions. Its largest new stake was Global E Online: 933,344 shares worth $31.3M. The largest sale was StepStone Group, an estimated $19.8M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Industrials and Financials.

  • Granahan Investment Management's largest Q2 2025 buy was Global E Online: 933,344 shares worth $31.3M.
  • Granahan Investment Management added most to Magnite in Q2 2025, an estimated $14.6M increase.
  • Granahan Investment Management's biggest Q2 2025 reduction was StepStone Group, cutting an estimated $19.8M.
  • Granahan Investment Management fully exited KinderCare Learning Companies in Q2 2025, selling an estimated $14.2M.
  • Granahan Investment Management's ten largest holdings make up 34% of its $2.46B portfolio in Q2 2025.
  • Granahan Investment Management opened 18 new positions and closed 24 in Q2 2025.
  • Granahan Investment Management's portfolio value rose 22% quarter-over-quarter to $2.46B.

Based on Granahan Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.