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 | |
|---|---|---|---|---|---|---|
76
Vertex
VERX
$3.12B
| $7.17M | 0.29% |
289,309
+234,881
|
|
||
77
Alkami Technology
ALKT
$2.25B
| $6.71M | 0.27% |
+270,164
|
|
||
78
Kinsale Capital Group
KNSL
$8.28B
| $6.64M | 0.27% |
15,622
+469
|
|
||
79
ACV Auctions
ACVA
$1.4B
| $6.45M | 0.26% |
651,344
-917,688
|
|
||
80
Arteris
AIP
$766M
| $6.28M | 0.26% |
621,625
+546,341
|
|
||
81
Merus
MRUS
$7.29B
| $6.23M | 0.26% |
66,208
-14,411
|
|
||
82
Arcus Biosciences
RCUS
$3.14B
| $6.2M | 0.25% |
455,596
-35,017
|
|
||
83
Syndax Pharmaceuticals
SNDX
$1.77B
| $6.1M | 0.25% |
396,336
-595,052
|
|
||
84
Boot Barn
BOOT
$6.16B
| $6.07M | 0.25% |
36,656
+11,163
|
|
||
85
Stoke Therapeutics
STOK
$1.76B
| $5.97M | 0.24% |
253,899
-278,514
|
|
||
86
Intellia Therapeutics
NTLA
$1.11B
| $5.92M | 0.24% |
342,586
-571,036
|
|
||
87
Zymeworks
ZYME
$2B
| $5.9M | 0.24% |
345,331
-35,452
|
|
||
|
NPKI
88
NPK International
NPKI
$1.09B
| $5.65M | 0.23% |
499,940
-157,520
|
|
||
89
Revolution Medicines
RVMD
$15.3B
| $5.54M | 0.23% |
118,692
-3,088
|
|
||
90
Edgewise Therapeutics
EWTX
$2.52B
| $5.51M | 0.23% |
339,617
-65,861
|
|
||
91
Adtran
ADTN
$679M
| $5.46M | 0.22% |
582,490
+382,170
|
|
||
92
Lumentum
LITE
$23.3B
| $5.35M | 0.22% |
+32,881
|
|
||
93
Apogee Therapeutics
APGE
$5.23B
| $5.26M | 0.22% |
132,400
+1,262
|
|
||
94
Certara
CERT
$1.47B
| $5.21M | 0.21% |
425,999
+20,931
|
|
||
95
Powell Industries
POWL
$4.15B
| $5.11M | 0.21% |
16,764
-27,449
|
|
||
96
Nova
NVMI
$9.62B
| $5.03M | 0.21% |
15,728
-11,825
|
|
||
97
Rhythm Pharmaceuticals
RYTM
$6.92B
| $5.02M | 0.21% |
49,728
+8,556
|
|
||
98
Immunome
IMNM
$1.84B
| $4.99M | 0.2% |
426,219
+33,468
|
|
||
99
Viking Therapeutics
VKTX
$4.39B
| $4.98M | 0.2% |
189,529
-115,562
|
|
||
100
EyePoint Pharmaceuticals
EYPT
$1.46B
| $4.95M | 0.2% |
347,892
+6,908
|
|