GIM
Granahan Investment Management Portfolio holdings
AUM
$2.34B
1-Year Est. Return
41.9%
This Fund
S&P 500
1 Year Est. Return
+41.9%
AUM
$2.44B
AUM Growth
-$14.3M
(-0.58%)
Holding
172
Top Buys
| 1 | +$37.9M | |
| 2 | +$29.8M | |
| 3 | +$20.3M | |
| 4 |
Nextpower Inc
NXT
|
+$18.4M |
| 5 |
FIGR
Figure Technology Solutions
FIGR
|
+$17.8M |
Top Sells
| 1 | +$36.9M | |
| 2 | +$30.6M | |
| 3 | +$25.2M | |
| 4 |
Semtech
SMTC
|
+$19M |
| 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
$2.44B
| $7.17M | 0.29% |
289,309
+234,881
|
|
||
77
Alkami Technology
ALKT
$1.81B
| $6.71M | 0.27% |
+270,164
|
|
||
78
Kinsale Capital Group
KNSL
$8.61B
| $6.64M | 0.27% |
15,622
+469
|
|
||
79
ACV Auctions
ACVA
$891M
| $6.45M | 0.26% |
651,344
-917,688
|
|
||
80
Arteris
AIP
$660M
| $6.28M | 0.26% |
621,625
+546,341
|
|
||
|
MRUS
81
DELISTED
Merus
MRUS
| $6.23M | 0.26% |
66,208
-14,411
|
|
||
82
Arcus Biosciences
RCUS
$2.74B
| $6.2M | 0.25% |
455,596
-35,017
|
|
||
83
Syndax Pharmaceuticals
SNDX
$1.95B
| $6.1M | 0.25% |
396,336
-595,052
|
|
||
84
Boot Barn
BOOT
$5.42B
| $6.07M | 0.25% |
36,656
+11,163
|
|
||
85
Stoke Therapeutics
STOK
$2.03B
| $5.97M | 0.24% |
253,899
-278,514
|
|
||
86
Intellia Therapeutics
NTLA
$1.59B
| $5.92M | 0.24% |
342,586
-571,036
|
|
||
87
Zymeworks
ZYME
$1.82B
| $5.9M | 0.24% |
345,331
-35,452
|
|
||
|
NPKI
88
NPK International
NPKI
$1.15B
| $5.65M | 0.23% |
499,940
-157,520
|
|
||
89
Revolution Medicines
RVMD
$19.5B
| $5.54M | 0.23% |
118,692
-3,088
|
|
||
90
Edgewise Therapeutics
EWTX
$2.98B
| $5.51M | 0.23% |
339,617
-65,861
|
|
||
91
Adtran
ADTN
$774M
| $5.46M | 0.22% |
582,490
+382,170
|
|
||
92
Lumentum
LITE
$39.9B
| $5.35M | 0.22% |
+32,881
|
|
||
93
Apogee Therapeutics
APGE
$4.99B
| $5.26M | 0.22% |
132,400
+1,262
|
|
||
94
Certara
CERT
$1.12B
| $5.21M | 0.21% |
425,999
+20,931
|
|
||
95
Powell Industries
POWL
$5.87B
| $5.11M | 0.21% |
16,764
-27,449
|
|
||
96
Nova
NVMI
$13.1B
| $5.03M | 0.21% |
15,728
-11,825
|
|
||
97
Rhythm Pharmaceuticals
RYTM
$6.39B
| $5.02M | 0.21% |
49,728
+8,556
|
|
||
98
Immunome
IMNM
$2.32B
| $4.99M | 0.2% |
426,219
+33,468
|
|
||
99
Viking Therapeutics
VKTX
$3.81B
| $4.98M | 0.2% |
189,529
-115,562
|
|
||
100
EyePoint Inc
EYPT
$1.3B
| $4.95M | 0.2% |
347,892
+6,908
|
|