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 | |
|---|---|---|---|---|---|---|
101
Stoke Therapeutics
STOK
$1.31B
| $4.39M | 0.22% |
660,430
+92,741
|
|
||
102
Cellebrite
CLBT
$3.76B
| $4.37M | 0.22% |
225,040
-2,357
|
|
||
103
McGrath RentCorp
MGRC
$2.57B
| $4.35M | 0.22% |
39,043
-2,490
|
|
||
104
Ciena
CIEN
$28.1B
| $4.34M | 0.22% |
71,783
+24,325
|
|
||
105
Vital Farms
VITL
$1.55B
| $4.23M | 0.21% |
138,691
-12,656
|
|
||
106
Natera
NTRA
$27.4B
| $4.13M | 0.21% |
29,234
-26,208
|
|
||
107
Chart Industries
GTLS
$9.02B
| $4.06M | 0.2% |
28,151
-11,138
|
|
||
108
Apogee Therapeutics
APGE
$3.7B
| $4.05M | 0.2% |
108,340
+15,486
|
|
||
109
Merus
MRUS
$7.22B
| $4.03M | 0.2% |
95,720
-8,842
|
|
||
110
Agios Pharmaceuticals
AGIO
$2.37B
| $3.87M | 0.19% |
132,108
+16,421
|
|
||
111
Apellis Pharmaceuticals
APLS
$2.44B
| $3.84M | 0.19% |
175,696
+21,278
|
|
||
112
Arcus Biosciences
RCUS
$2.39B
| $3.76M | 0.19% |
479,590
+133,497
|
|
||
113
PROS Holdings
PRO
$1.12B
| $3.72M | 0.19% |
195,622
-138,733
|
|
||
114
Boot Barn
BOOT
$5.69B
| $3.48M | 0.17% |
32,402
-50,834
|
|
||
115
Intellia Therapeutics
NTLA
$1.02B
| $3.38M | 0.17% |
475,946
+169,436
|
|
||
116
Astera Labs
ALAB
$28B
| $3.29M | 0.16% |
+55,057
|
|
||
117
RxSight
RXST
$385M
| $3.28M | 0.16% |
129,721
+9,488
|
|
||
118
Novanta
NOVT
$3.77B
| $3.27M | 0.16% |
25,610
+1,166
|
|
||
119
PTC
PTC
$21.1B
| $3.15M | 0.16% |
20,299
-20,467
|
|
||
120
Silicon Laboratories
SLAB
$4.15B
| $3.06M | 0.15% |
27,216
-19,247
|
|
||
121
Immunovant
IMVT
$4.07B
| $2.94M | 0.15% |
172,316
+22,920
|
|
||
122
Immunome
IMNM
$1.33B
| $2.82M | 0.14% |
419,271
+105,032
|
|
||
123
FIVE9
FIVN
$1.53B
| $2.79M | 0.14% |
102,682
-60,975
|
|
||
124
AnaptysBio
ANAB
$1.1B
| $2.72M | 0.14% |
146,491
+40,412
|
|
||
125
Celestica
CLS
$37.1B
| $2.56M | 0.13% |
32,528
+4,553
|
|