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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
NSLR
151
Neostellar Capital Corp
NSLR
$273M
$284K 0.01%
34,599
-4,438
-11% -$26.4K
AZTA icon
152
Azenta
AZTA
$1.54B
$250K 0.01%
+8,122
New +$229K
RDW icon
153
Redwire
RDW
$3.13B
$233K 0.01%
+14,270
New +$186K
ALGM icon
154
Allegro MicroSystems
ALGM
$7.91B
– –
-31,956
Closed -$803K
APLS
155
DELISTED
Apellis Pharmaceuticals
APLS
– –
-175,696
Closed -$3.84M
BMRA icon
156
Biomerica
BMRA
$5.04M
– –
-10,996
Closed -$49.9K
BPMC
157
DELISTED
Blueprint Medicines
BPMC
– –
-144,756
Closed -$12.8M
CHEF icon
158
Chefs' Warehouse
CHEF
$4.44B
– –
-3,674
Closed -$200K
COCO icon
159
Vita Coco
COCO
$3.63B
– –
-52,337
Closed -$1.6M
CTSO icon
160
Cytosorbents Corp
CTSO
$22.7M
– –
-358,418
Closed -$358K
EVER icon
161
EverQuote
EVER
$900M
– –
-200,076
Closed -$5.24M
EVH icon
162
Evolent Health
EVH
$444M
– –
-1,361,830
Closed -$12.9M
FIVN icon
163
FIVE9
FIVN
$2.58B
– –
-102,682
Closed -$2.79M
GLOB icon
164
Globant
GLOB
$1.66B
– –
-60,368
Closed -$7.11M
GTLS
165
DELISTED
Chart Industries
GTLS
– –
-28,151
Closed -$4.06M
HASI icon
166
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.18B
– –
-54,753
Closed -$1.6M
LOVE
167
LoveSac
LOVE
$253M
– –
-12,663
Closed -$230K
MGRC icon
168
McGrath RentCorp
MGRC
$2.94B
– –
-39,043
Closed -$4.35M
NOVT icon
169
Novanta
NOVT
$6.2B
– –
-25,610
Closed -$3.27M
PTLO icon
170
Portillo's
PTLO
$325M
– –
-156,707
Closed -$1.86M
REAX icon
171
Real Brokerage
REAX
$466M
– –
-441,361
Closed -$1.79M
RXST icon
172
RxSight
RXST
$273M
– –
-129,721
Closed -$3.28M
SEAT icon
173
Vivid Seats
SEAT
$82.6M
– –
-106,154
Closed -$6.28M
STVN icon
174
Stevanato
STVN
$5.62B
– –
-115,889
Closed -$2.37M
VITL icon
175
Vital Farms
VITL
$483M
– –
-138,691
Closed -$4.23M
4 5 6
7
8

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AG
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TA
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ACP
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TP
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NSUP
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ACG
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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.