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 | 37.34% |
| 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 | |
|---|---|---|---|---|---|---|
|
QXO
51
QXO Inc
QXO
$11.8B
| $13.2M | 0.54% |
612,844
-10,124
|
|
||
|
ETOR
52
eToro Group
ETOR
$3.39B
| $13.2M | 0.54% |
+198,140
|
|
||
53
Norwegian Cruise Line
NCLH
$8.33B
| $12.2M | 0.5% |
600,414
+66,005
|
|
||
54
Insmed
INSM
$41.2B
| $11.7M | 0.47% |
115,917
-71,885
|
|
||
55
Zeta Global
ZETA
$4.44B
| $11.7M | 0.47% |
752,823
-90,676
|
|
||
56
e.l.f. Beauty
ELF
$4.38B
| $11M | 0.45% |
88,119
-78,585
|
|
||
57
Sprout Social
SPT
$595M
| $10.9M | 0.44% |
519,517
-167,305
|
|
||
58
Cogent Communications
CCOI
$862M
| $10.8M | 0.44% |
224,491
+38,909
|
|
||
|
BELFB
59
Bel Fuse Inc Class B
BELFB
$1.87B
| $10.6M | 0.43% |
108,912
-42,569
|
|
||
60
HealthEquity
HQY
$8.77B
| $10.5M | 0.43% |
100,417
+40,878
|
|
||
61
Alignment Healthcare
ALHC
$3.31B
| $10.5M | 0.43% |
+747,067
|
|
||
62
Modine Manufacturing
MOD
$6.95B
| $10.5M | 0.43% |
106,104
-126,042
|
|
||
63
JFrog
FROG
$6.99B
| $10.4M | 0.42% |
237,168
-13,574
|
|
||
64
Ceco Environmental
CECO
$1.76B
| $9.97M | 0.41% |
352,091
+34,675
|
|
||
65
Silicon Motion
SIMO
$2.95B
| $9.78M | 0.4% |
+130,091
|
|
||
|
JBTM
66
JBT Marel
JBTM
$7B
| $9.69M | 0.39% |
80,567
+24,228
|
|
||
67
Materion
MTRN
$2.41B
| $9.6M | 0.39% |
121,005
-3,484
|
|
||
68
Powell Industries
POWL
$3.98B
| $9.3M | 0.38% |
44,213
+4,013
|
|
||
69
Syndax Pharmaceuticals
SNDX
$1.44B
| $9.28M | 0.38% |
991,388
+441,446
|
|
||
70
SharkNinja
SN
$12.4B
| $8.75M | 0.36% |
88,400
-87,294
|
|
||
71
Kiniksa Pharmaceuticals
KNSA
$3.06B
| $8.61M | 0.35% |
310,992
-50,902
|
|
||
72
Intellia Therapeutics
NTLA
$1.01B
| $8.57M | 0.35% |
913,622
+437,676
|
|
||
73
CyberArk
CYBR
$24.6B
| $8.36M | 0.34% |
20,558
-866
|
|
||
74
Rambus
RMBS
$10.3B
| $8.33M | 0.34% |
130,081
+1,399
|
|
||
75
Viking Therapeutics
VKTX
$4.42B
| $8.08M | 0.33% |
305,091
-62,870
|
|