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 | 33.18% |
| 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 | |
|---|---|---|---|---|---|---|
101
Soleno Therapeutics
SLNO
$2.28B
| $5.02M | 0.2% |
59,977
+27,486
|
|
||
102
Zymeworks
ZYME
$1.77B
| $4.78M | 0.19% |
380,783
-26,806
|
|
||
103
Certara
CERT
$1.51B
| $4.74M | 0.19% |
405,068
+170,108
|
|
||
104
CorVel
CRVL
$3.52B
| $4.51M | 0.18% |
43,877
-12,316
|
|
||
|
CALY
105
Callaway Golf Company
CALY
$2.78B
| $4.48M | 0.18% |
556,559
+499,178
|
|
||
106
Revolution Medicines
RVMD
$23.3B
| $4.48M | 0.18% |
121,780
-4,972
|
|
||
107
Qualys
QLYS
$4.83B
| $4.35M | 0.18% |
30,416
-34,255
|
|
||
|
MRUS
108
DELISTED
Merus
MRUS
| $4.24M | 0.17% |
80,619
-15,101
|
|
||
109
Credo Technology Group
CRDO
$27.3B
| $4.01M | 0.16% |
43,352
-18,632
|
|
||
110
Arcus Biosciences
RCUS
$2.7B
| $3.99M | 0.16% |
490,613
+11,023
|
|
||
111
Summit Therapeutics
SMMT
$12.7B
| $3.95M | 0.16% |
185,640
+61,113
|
|
||
112
Boot Barn
BOOT
$5.87B
| $3.87M | 0.16% |
25,493
-6,909
|
|
||
113
MoonLake Immunotherapeutics
MLTX
$1.19B
| $3.79M | 0.15% |
80,362
-61,858
|
|
||
114
EXL Service
EXLS
$6.79B
| $3.78M | 0.15% |
86,430
+40,671
|
|
||
115
Immunome
IMNM
$2.47B
| $3.65M | 0.15% |
392,751
-26,520
|
|
||
116
BridgeBio Pharma
BBIO
$14.7B
| $3.57M | 0.15% |
+82,690
|
|
||
117
Cellebrite
CLBT
$4.16B
| $3.48M | 0.14% |
217,573
-7,467
|
|
||
118
Immunovant
IMVT
$5.29B
| $3.41M | 0.14% |
213,088
+40,772
|
|
||
119
Onto Innovation
ONTO
$10.9B
| $3.41M | 0.14% |
33,758
-23,343
|
|
||
120
Spire Global
SPIR
$401M
| $3.36M | 0.14% |
282,333
-856,842
|
|
||
121
Natera
NTRA
$32.2B
| $3.27M | 0.13% |
19,371
-9,863
|
|
||
122
EyePoint Inc
EYPT
$1.25B
| $3.21M | 0.13% |
+340,984
|
|
||
123
AnaptysBio
ANAB
$1.26B
| $2.92M | 0.12% |
131,655
-14,836
|
|
||
124
Columbus McKinnon
CMCO
$597M
| $2.82M | 0.11% |
184,535
-132,321
|
|
||
125
Prothena Corp
PRTA
$503M
| $2.8M | 0.11% |
+461,082
|
|