GIM

Granahan Investment Management Portfolio holdings

AUM $2.44B
1-Year Est. Return 65.28%
This Quarter Est. Return
1 Year Est. Return
+65.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$449M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$25.2M
3
+$23.9M
4
APPS icon
Digital Turbine
APPS
+$17.8M
5
KVYO icon
Klaviyo
KVYO
+$16.1M

Top Sells

1
+$20.5M
2
+$15.1M
3
+$14.2M
4
EVH icon
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
AGYS icon
126
Agilysys
AGYS
$3.63B
$2.78M 0.11%
+24,252
RYTM icon
127
Rhythm Pharmaceuticals
RYTM
$6.63B
$2.6M 0.11%
+41,172
SRRK icon
128
Scholar Rock
SRRK
$3.6B
$2.6M 0.11%
+73,375
SLAB icon
129
Silicon Laboratories
SLAB
$4B
$2.56M 0.1%
17,350
-9,866
CLS icon
130
Celestica
CLS
$35.8B
$2.44M 0.1%
15,619
-16,909
IDCC icon
131
InterDigital
IDCC
$8.97B
$2.43M 0.1%
10,816
+3,214
TSHA icon
132
Taysha Gene Therapies
TSHA
$1.13B
$2.21M 0.09%
958,493
-682,300
UTI icon
133
Universal Technical Institute
UTI
$1.6B
$2.03M 0.08%
59,825
-33,741
WEAV icon
134
Weave Communications
WEAV
$478M
$1.97M 0.08%
+236,365
IRTC icon
135
iRhythm Technologies
IRTC
$5.5B
$1.95M 0.08%
12,664
-2,108
VERX icon
136
Vertex
VERX
$3.22B
$1.92M 0.08%
54,428
-306,521
AVPT icon
137
AvePoint
AVPT
$2.81B
$1.92M 0.08%
99,393
-11,356
CVLT icon
138
Commault Systems
CVLT
$5.62B
$1.88M 0.08%
10,795
+3,601
LIND icon
139
Lindblad Expeditions
LIND
$661M
$1.87M 0.08%
+160,130
OWLT icon
140
Owlet
OWLT
$280M
$1.82M 0.07%
216,133
+189,302
ADTN icon
141
Adtran
ADTN
$598M
$1.8M 0.07%
200,320
+164,227
AGIO icon
142
Agios Pharmaceuticals
AGIO
$2.55B
$1.39M 0.06%
41,886
-90,222
WGS icon
143
GeneDx Holdings
WGS
$3.7B
$1.07M 0.04%
+11,550
FSV icon
144
FirstService
FSV
$7.14B
$837K 0.03%
4,792
-756
GSHD icon
145
Goosehead Insurance
GSHD
$1.72B
$776K 0.03%
7,356
+2,348
AIP icon
146
Arteris
AIP
$599M
$717K 0.03%
75,284
+2,402
HBIO icon
147
Harvard Bioscience
HBIO
$29.4M
$666K 0.03%
1,501,508
-26,386
CEVA icon
148
CEVA Inc
CEVA
$590M
$576K 0.02%
26,218
+6,133
PRSU
149
Pursuit Attractions and Hospitality Inc
PRSU
$966M
$566K 0.02%
19,617
+9,964
IRMD icon
150
iRadimed
IRMD
$1.07B
$449K 0.02%
7,506
-1,053
4 5
6
7 8