GIM
Granahan Investment Management Portfolio holdings
AUM
$2.44B
1-Year Est. Return
65.28%
1 Year Est. Return
+65.28%
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 | 33.18% |
| 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 | |
|---|---|---|---|---|---|---|
26
Shift4
FOUR
$4.43B
| $25.5M | 1.04% |
257,074
+18,932
|
|
||
27
ACV Auctions
ACVA
$1.5B
| $25.4M | 1.04% |
1,569,032
+207,727
|
|
||
|
CRCL
28
Circle Internet Group
CRCL
$18.5B
| $25.2M | 1.02% |
+138,732
|
|
||
29
CoStar Group
CSGP
$27.7B
| $24.2M | 0.98% |
300,932
-46,761
|
|
||
30
RBC Bearings
RBC
$15.8B
| $23.9M | 0.97% |
61,988
-304
|
|
||
31
SI-BONE Inc
SIBN
$738M
| $23.8M | 0.97% |
1,264,327
-168,374
|
|
||
32
Gates Industrial
GTES
$5.88B
| $21.4M | 0.87% |
928,240
+85,360
|
|
||
|
STKL
33
SunOpta
STKL
$549M
| $21.1M | 0.86% |
3,646,074
+299,238
|
|
||
34
HubSpot
HUBS
$16.3B
| $20.8M | 0.85% |
37,345
+3,344
|
|
||
35
OrthoPediatrics
KIDS
$460M
| $20.8M | 0.85% |
966,828
+299,771
|
|
||
36
Transcat
TRNS
$589M
| $19.7M | 0.8% |
228,611
+15,444
|
|
||
|
37
Digital Turbine
APPS
$560M
| $19M | 0.77% |
3,224,561
+3,009,003
|
|
||
38
PAR Technology
PAR
$1.5B
| $18.1M | 0.74% |
260,529
-76,044
|
|
||
39
Sweetgreen
SG
$943M
| $18M | 0.73% |
1,209,200
+145,483
|
|
||
40
Exact Sciences
EXAS
$19.5B
| $17.1M | 0.7% |
322,507
-15,368
|
|
||
41
Repligen
RGEN
$9.12B
| $16.8M | 0.68% |
135,046
+33,849
|
|
||
|
42
Klaviyo
KVYO
$7.19B
| $16.1M | 0.66% |
+479,748
|
|
||
43
Enovix
ENVX
$1.78B
| $15.4M | 0.63% |
1,702,359
+186,682
|
|
||
44
Nutanix
NTNX
$12.4B
| $14.8M | 0.6% |
193,049
-11,810
|
|
||
45
Paylocity
PCTY
$7.62B
| $14.7M | 0.6% |
81,064
-14,849
|
|
||
46
Pure Storage
PSTG
$24.1B
| $14.5M | 0.59% |
252,138
+5,836
|
|
||
47
Texas Capital Bancshares
TCBI
$4.47B
| $14.4M | 0.59% |
181,937
-51,829
|
|
||
48
FTAI Aviation
FTAI
$28.1B
| $14.4M | 0.58% |
124,895
-9,653
|
|
||
49
BioLife Solutions
BLFS
$1.18B
| $13.9M | 0.56% |
643,200
+203,700
|
|
||
50
WillScot Mobile Mini Holdings
WSC
$4.09B
| $13.7M | 0.56% |
501,471
-119,156
|
|