GIM

Granahan Investment Management Portfolio holdings

AUM $2.46B
1-Year Est. Return 66.36%
This Quarter Est. Return
1 Year Est. Return
+66.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$60.5M
3
+$44.2M
4
MSP
Datto Holding Corp.
MSP
+$34M
5
APPS icon
Digital Turbine
APPS
+$32.6M

Top Sells

1
+$102M
2
+$43.8M
3
+$33.7M
4
PCTY icon
Paylocity
PCTY
+$33.2M
5
ENPH icon
Enphase Energy
ENPH
+$32.9M

Sector Composition

1 Technology 39.92%
2 Healthcare 16.36%
3 Industrials 13.09%
4 Consumer Discretionary 9.99%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.1M 0.3%
412,449
+190,698
77
$12.7M 0.29%
199,899
-32,636
78
$12.3M 0.28%
630,606
-110,640
79
$12.1M 0.27%
67,523
-26,028
80
$11.7M 0.26%
450,398
-37,701
81
$11.6M 0.26%
+794,825
82
$11.6M 0.26%
347,981
-66,863
83
$11.5M 0.26%
53,743
+30,869
84
$11.2M 0.25%
1,488,485
+736,597
85
$11M 0.25%
97,782
-30,777
86
$10.9M 0.24%
155,202
-28,038
87
$10.6M 0.24%
194,997
+73,965
88
$10.6M 0.24%
199,737
+9,392
89
$10.5M 0.24%
+181,017
90
$10.5M 0.24%
86,294
-8,670
91
$10.5M 0.24%
+161,057
92
$10M 0.23%
186,087
+45,224
93
$10M 0.22%
431,457
-176,743
94
$9.73M 0.22%
231,071
+42,907
95
$9.31M 0.21%
114,058
+18,773
96
$9.28M 0.21%
854,096
+452,240
97
$9.19M 0.21%
+165,107
98
$9.17M 0.21%
201,453
+53,789
99
$9.1M 0.2%
268,380
-48,748
100
$8.89M 0.2%
149,410
-11,296
2 3
4
5 6