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 | |
|---|---|---|---|---|---|---|
51
Repligen
RGEN
$8.04B
| $12.9M | 0.64% |
101,197
-6,218
|
|
||
|
BPMC
52
DELISTED
Blueprint Medicines
BPMC
| $12.8M | 0.64% |
144,756
+2,866
|
|
||
53
Vertex
VERX
$3.11B
| $12.6M | 0.63% |
360,949
-1,649
|
|
||
54
Zeta Global
ZETA
$4.69B
| $11.4M | 0.57% |
843,499
+187,797
|
|
||
55
Cogent Communications
CCOI
$1.16B
| $11.4M | 0.57% |
185,582
+11,101
|
|
||
|
BELFB
56
Bel Fuse Inc Class B
BELFB
$2.05B
| $11.3M | 0.56% |
151,481
-8,023
|
|
||
57
Pure Storage
PSTG
$29.6B
| $10.9M | 0.54% |
246,302
+78,404
|
|
||
58
e.l.f. Beauty
ELF
$4.38B
| $10.5M | 0.52% |
166,704
+89,675
|
|
||
59
Materion
MTRN
$2.41B
| $10.2M | 0.51% |
124,489
-1,878
|
|
||
60
Reddit
RDDT
$36.9B
| $10.1M | 0.5% |
96,630
-57,619
|
|
||
61
Norwegian Cruise Line
NCLH
$8.68B
| $10.1M | 0.5% |
534,409
+237,702
|
|
||
62
BioLife Solutions
BLFS
$1.24B
| $10M | 0.5% |
439,500
-17,507
|
|
||
63
Enovix
ENVX
$2.06B
| $9.73M | 0.48% |
1,515,677
-37,457
|
|
||
64
Nova
NVMI
$9.12B
| $9.38M | 0.47% |
50,874
+30,806
|
|
||
65
Spire Global
SPIR
$291M
| $9.22M | 0.46% |
1,139,175
+1,013,106
|
|
||
66
Viking Therapeutics
VKTX
$4.16B
| $8.89M | 0.44% |
367,961
+62,375
|
|
||
|
QXO
67
QXO Inc
QXO
$11.6B
| $8.43M | 0.42% |
622,968
-27,978
|
|
||
68
Qualys
QLYS
$5.37B
| $8.14M | 0.41% |
64,671
+17,122
|
|
||
69
Varonis Systems
VRNS
$4.03B
| $8.07M | 0.4% |
199,493
+62,488
|
|
||
70
Kiniksa Pharmaceuticals
KNSA
$2.91B
| $8.04M | 0.4% |
361,894
-101,216
|
|
||
71
JFrog
FROG
$7B
| $8.02M | 0.4% |
250,742
+6,685
|
|
||
72
CyberArk
CYBR
$25.4B
| $7.24M | 0.36% |
21,424
-15,614
|
|
||
73
Ceco Environmental
CECO
$1.9B
| $7.24M | 0.36% |
+317,416
|
|
||
|
74
Globant
GLOB
$2.67B
| $7.11M | 0.35% |
60,368
-134,612
|
|
||
75
Onto Innovation
ONTO
$6.82B
| $6.93M | 0.35% |
57,101
+30,397
|
|