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 | |
|---|---|---|---|---|---|---|
|
JBTM
76
JBT Marel
JBTM
$7.34B
| $6.88M | 0.34% |
+56,339
|
|
||
77
Powell Industries
POWL
$4.41B
| $6.85M | 0.34% |
+40,200
|
|
||
78
Syndax Pharmaceuticals
SNDX
$1.31B
| $6.76M | 0.34% |
549,942
-355,380
|
|
||
79
Green Brick Partners
GRBK
$2.73B
| $6.69M | 0.33% |
+114,813
|
|
||
80
Rambus
RMBS
$11.6B
| $6.66M | 0.33% |
128,682
+46,062
|
|
||
81
Confluent
CFLT
$7.93B
| $6.44M | 0.32% |
274,709
-58,909
|
|
||
82
Mayville Engineering Co
MEC
$336M
| $6.42M | 0.32% |
478,038
-100,929
|
|
||
83
CorVel
CRVL
$3.9B
| $6.29M | 0.31% |
56,193
+1,827
|
|
||
84
Vivid Seats
SEAT
$68.3M
| $6.28M | 0.31% |
106,154
-62,906
|
|
||
85
Tower Semiconductor
TSEM
$9.43B
| $6.18M | 0.31% |
+173,430
|
|
||
86
Xenon Pharmaceuticals
XENE
$2.96B
| $6.17M | 0.31% |
183,808
+1,475
|
|
||
87
Nextracker
NXT
$15.5B
| $5.93M | 0.3% |
140,638
+129,298
|
|
||
88
Veeco
VECO
$1.83B
| $5.87M | 0.29% |
292,165
+48,496
|
|
||
89
Okta
OKTA
$15B
| $5.77M | 0.29% |
54,862
+4,010
|
|
||
90
MoonLake Immunotherapeutics
MLTX
$677M
| $5.56M | 0.28% |
142,220
+5,782
|
|
||
91
Columbus McKinnon
CMCO
$450M
| $5.36M | 0.27% |
316,856
+32,584
|
|
||
92
HealthEquity
HQY
$8.07B
| $5.26M | 0.26% |
+59,539
|
|
||
93
EverQuote
EVER
$914M
| $5.24M | 0.26% |
200,076
-258,822
|
|
||
94
Ameresco
AMRC
$1.86B
| $5.03M | 0.25% |
416,496
+405,879
|
|
||
95
Zymeworks
ZYME
$1.25B
| $4.85M | 0.24% |
407,589
-3,531
|
|
||
96
Edgewise Therapeutics
EWTX
$1.81B
| $4.79M | 0.24% |
217,667
-82,346
|
|
||
97
Lattice Semiconductor
LSCC
$8.68B
| $4.55M | 0.23% |
86,716
-38,225
|
|
||
|
LENZ
98
LENZ Therapeutics
LENZ
$719M
| $4.53M | 0.23% |
176,166
+124,324
|
|
||
|
NPKI
99
NPK International
NPKI
$1.05B
| $4.51M | 0.22% |
776,430
+70,723
|
|
||
100
Revolution Medicines
RVMD
$11.8B
| $4.48M | 0.22% |
126,752
+7,322
|
|