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 | |
|---|---|---|---|---|---|---|
76
Confluent
CFLT
$8.15B
| $8.08M | 0.33% |
324,052
+49,343
|
|
||
77
Mayville Engineering Co
MEC
$326M
| $7.95M | 0.32% |
498,305
+20,267
|
|
||
78
Veeco
VECO
$1.76B
| $7.79M | 0.32% |
383,280
+91,115
|
|
||
79
StepStone Group
STEP
$4.99B
| $7.66M | 0.31% |
137,960
-370,191
|
|
||
80
Nova
NVMI
$8.61B
| $7.58M | 0.31% |
27,553
-23,321
|
|
||
81
Xenon Pharmaceuticals
XENE
$3.15B
| $7.51M | 0.31% |
240,038
+56,230
|
|
||
82
Varonis Systems
VRNS
$3.97B
| $7.43M | 0.3% |
146,466
-53,027
|
|
||
83
PTC
PTC
$21.5B
| $7.35M | 0.3% |
42,662
+22,363
|
|
||
84
Kinsale Capital Group
KNSL
$9.07B
| $7.33M | 0.3% |
+15,153
|
|
||
85
Okta
OKTA
$14.8B
| $7.24M | 0.29% |
72,437
+17,575
|
|
||
86
Astera Labs
ALAB
$24.4B
| $7.09M | 0.29% |
78,456
+23,399
|
|
||
87
Nextpower Inc
NXT
$13.9B
| $7.06M | 0.29% |
129,804
-10,834
|
|
||
88
Core Scientific
CORZ
$4.63B
| $7.02M | 0.29% |
411,173
+186,646
|
|
||
89
Green Brick Partners
GRBK
$2.77B
| $6.56M | 0.27% |
104,295
-10,518
|
|
||
90
Ciena
CIEN
$27B
| $6.56M | 0.27% |
80,621
+8,838
|
|
||
91
Ameresco
AMRC
$1.7B
| $6.49M | 0.26% |
427,197
+10,701
|
|
||
92
Stoke Therapeutics
STOK
$1.51B
| $6.04M | 0.25% |
532,413
-128,017
|
|
||
93
Apogee Therapeutics
APGE
$4.47B
| $5.7M | 0.23% |
131,138
+22,798
|
|
||
94
Knife River
KNF
$3.94B
| $5.65M | 0.23% |
69,149
-85,098
|
|
||
|
NPKI
95
NPK International
NPKI
$1.01B
| $5.59M | 0.23% |
657,460
-118,970
|
|
||
96
Lattice Semiconductor
LSCC
$8.78B
| $5.56M | 0.23% |
113,466
+26,750
|
|
||
97
Tower Semiconductor
TSEM
$11.1B
| $5.42M | 0.22% |
124,980
-48,450
|
|
||
|
LENZ
98
LENZ Therapeutics
LENZ
$801M
| $5.37M | 0.22% |
183,252
+7,086
|
|
||
99
PROS Holdings
PRO
$1.12B
| $5.35M | 0.22% |
341,738
+146,116
|
|
||
100
Edgewise Therapeutics
EWTX
$2.41B
| $5.32M | 0.22% |
405,478
+187,811
|
|