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 | |
|---|---|---|---|---|---|---|
|
BELFB
51
Bel Fuse Inc Class B
BELFB
$2.1B
| $12.3M | 0.5% |
87,310
-21,602
|
|
||
52
Credo Technology Group
CRDO
$31.7B
| $12.2M | 0.5% |
83,925
+40,573
|
|
||
53
Ceco Environmental
CECO
$1.97B
| $12M | 0.49% |
234,699
-117,392
|
|
||
|
QXO
54
QXO Inc
QXO
$14.1B
| $11.8M | 0.48% |
620,819
+7,975
|
|
||
55
Materion
MTRN
$2.58B
| $11.4M | 0.47% |
94,276
-26,729
|
|
||
56
HubSpot
HUBS
$19.8B
| $11.3M | 0.46% |
24,057
-13,288
|
|
||
57
Kiniksa Pharmaceuticals
KNSA
$3.16B
| $11M | 0.45% |
283,571
-27,421
|
|
||
58
Alignment Healthcare
ALHC
$3.9B
| $10.1M | 0.41% |
580,729
-166,338
|
|
||
59
BioLife Solutions
BLFS
$1.22B
| $10M | 0.41% |
392,096
-251,104
|
|
||
60
Agilysys
AGYS
$3.54B
| $9.92M | 0.41% |
94,224
+69,972
|
|
||
61
Norwegian Cruise Line
NCLH
$8.6B
| $9.9M | 0.41% |
401,759
-198,655
|
|
||
62
Okta
OKTA
$15.2B
| $9.67M | 0.4% |
105,403
+32,966
|
|
||
63
Onto Innovation
ONTO
$7.78B
| $9.58M | 0.39% |
74,122
+40,364
|
|
||
64
Varonis Systems
VRNS
$3.58B
| $9.43M | 0.39% |
164,132
+17,666
|
|
||
65
Repligen
RGEN
$9.28B
| $9.34M | 0.38% |
69,871
-65,175
|
|
||
|
LENZ
66
LENZ Therapeutics
LENZ
$836M
| $8.92M | 0.37% |
191,397
+8,145
|
|
||
|
JBTM
67
JBT Marel
JBTM
$7.3B
| $8.9M | 0.36% |
63,365
-17,202
|
|
||
68
Veeco
VECO
$1.93B
| $8.89M | 0.36% |
292,247
-91,033
|
|
||
69
SharkNinja
SN
$15.3B
| $8.83M | 0.36% |
85,589
-2,811
|
|
||
70
Klaviyo
KVYO
$8.91B
| $8.61M | 0.35% |
310,879
-168,869
|
|
||
71
BridgeBio Pharma
BBIO
$14.2B
| $8.38M | 0.34% |
161,278
+78,588
|
|
||
72
Commault Systems
CVLT
$5.28B
| $7.91M | 0.32% |
41,879
+31,084
|
|
||
73
JFrog
FROG
$7.64B
| $7.78M | 0.32% |
164,475
-72,693
|
|
||
74
Soleno Therapeutics
SLNO
$2.76B
| $7.39M | 0.3% |
109,253
+49,276
|
|
||
75
EXL Service
EXLS
$6.47B
| $7.31M | 0.3% |
165,993
+79,563
|
|