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GIM

Granahan Investment Management Portfolio holdings

AUM $2.07B
1-Year Est. Return 56.45%
This Fund
S&P 500
This Quarter Est. Return
+32.63%
1 Year Est. Return
+56.45%
3 Year Est. Return
+154.74%
5 Year Est. Return
+144.99%
10 Year Est. Return
+2,522.93%
AUM
$2.46B
AUM Growth
+$449M
Cap. Flow
-$4.39M
Cap. Flow %
-0.18%
Top 10 Hldgs %
34.46%
Holding
177
New
18
Increased
65
Reduced
70
Closed
24

Top Buys

Rank Stock Value
1
GLBE icon
Global E Online
GLBE
+$31.5M
2
CRCL
Circle Internet Group
CRCL
+$22.6M
3
KVYO icon
Klaviyo
KVYO
+$15.2M
4
MGNI icon
Magnite
MGNI
+$14.6M
5
ETOR
eToro Group
ETOR
+$12.8M

Top Sells

Rank Stock Value
1
STEP icon
StepStone Group
STEP
+$19.8M
2
KLC
KinderCare Learning Companies
KLC
+$14.2M
3
EVH icon
Evolent Health
EVH
+$12.9M
4
BPMC
Blueprint Medicines
BPMC
+$12.8M
5
ODD icon
ODDITY Tech
ODD
+$12.2M

Sector Composition

Rank Sector Weight
1 Technology 27.6%
2 Industrials 18.51%
3 Financials 15%
4 Healthcare 12.27%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGYS icon
126
Agilysys
AGYS
$3.02B
$2.78M 0.11%
+24,252
New +$2.19M
RYTM icon
127
Rhythm Pharmaceuticals
RYTM
$7.95B
$2.6M 0.11%
+41,172
New +$2.52M
SRRK icon
128
Scholar Rock
SRRK
$6.32B
$2.6M 0.11%
+73,375
New +$2.3M
SLAB icon
129
Silicon Laboratories
SLAB
$7.2B
$2.56M 0.1%
17,350
-9,866
-36% -$1.17M
CLS icon
130
Celestica
CLS
$36.2B
$2.44M 0.1%
15,619
-16,909
-52% -$1.8M
IDCC icon
131
InterDigital
IDCC
$8.99B
$2.43M 0.1%
10,816
+3,214
+42% +$681K
TSHA icon
132
Taysha Gene Therapies
TSHA
$1.83B
$2.21M 0.09%
958,493
-682,300
-42% -$1.48M
UTI icon
133
Universal Technical Institute
UTI
$1.47B
$2.03M 0.08%
59,825
-33,741
-36% -$1.06M
WEAV icon
134
Weave Communications
WEAV
$426M
$1.97M 0.08%
+236,365
New +$2.29M
IRTC icon
135
iRhythm Holdings
IRTC
$4.1B
$1.95M 0.08%
12,664
-2,108
-14% -$272K
VERX icon
136
Vertex
VERX
$1.97B
$1.92M 0.08%
54,428
-306,521
-85% -$11.7M
AVPT icon
137
AvePoint
AVPT
$2.75B
$1.92M 0.08%
99,393
-11,356
-10% -$197K
CVLT icon
138
Commault Systems
CVLT
$5.78B
$1.88M 0.08%
10,795
+3,601
+50% +$615K
LIND icon
139
Lindblad Expeditions
LIND
$2.16B
$1.87M 0.08%
+160,130
New +$1.59M
OWLT icon
140
Owlet
OWLT
$158M
$1.82M 0.07%
216,133
+189,302
+706% +$946K
ADTN icon
141
Adtran
ADTN
$622M
$1.8M 0.07%
200,320
+164,227
+455% +$1.31M
AGIO icon
142
Agios Pharmaceuticals
AGIO
$1.95B
$1.39M 0.06%
41,886
-90,222
-68% -$2.73M
WGS icon
143
GeneDx Holdings
WGS
$2.32B
$1.07M 0.04%
+11,550
New +$907K
FSV icon
144
FirstService
FSV
$6.27B
$837K 0.03%
4,792
-756
-14% -$131K
GSHD icon
145
Goosehead Insurance
GSHD
$2.29B
$776K 0.03%
7,356
+2,348
+47% +$249K
AIP icon
146
Arteris
AIP
$1.25B
$717K 0.03%
75,284
+2,402
+3% +$17.7K
HBIO icon
147
Harvard Bioscience
HBIO
$28.8M
$666K 0.03%
150,151
-2,638
-2% -$11K
CEVA icon
148
CEVA Inc
CEVA
$889M
$576K 0.02%
26,218
+6,133
+31% +$136K
PRSU
149
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$566K 0.02%
19,617
+9,964
+103% +$294K
IRMD icon
150
iRadimed
IRMD
$1.15B
$449K 0.02%
7,506
-1,053
-12% -$57.7K
4 5
6
7 8

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Granahan Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Granahan Investment Management held 177 positions worth $2.46B, up 22% from $2.01B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Granahan Investment Management's Q2 2025 filing shows 18 new, 65 increased, 70 reduced and 24 closed positions. Its largest new stake was Global E Online: 933,344 shares worth $31.3M. The largest sale was StepStone Group, an estimated $19.8M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Industrials and Financials.

  • Granahan Investment Management's largest Q2 2025 buy was Global E Online: 933,344 shares worth $31.3M.
  • Granahan Investment Management added most to Magnite in Q2 2025, an estimated $14.6M increase.
  • Granahan Investment Management's biggest Q2 2025 reduction was StepStone Group, cutting an estimated $19.8M.
  • Granahan Investment Management fully exited KinderCare Learning Companies in Q2 2025, selling an estimated $14.2M.
  • Granahan Investment Management's ten largest holdings make up 34% of its $2.46B portfolio in Q2 2025.
  • Granahan Investment Management opened 18 new positions and closed 24 in Q2 2025.
  • Granahan Investment Management's portfolio value rose 22% quarter-over-quarter to $2.46B.

Based on Granahan Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.