GIM
Granahan Investment Management Portfolio holdings
AUM
$2.46B
This Quarter Return
-7.41%
1 Year Return
+66.36%
3 Year Return
+183.04%
5 Year Return
+309.49%
10 Year Return
+1,968.52%
AUM
$2.81B
AUM Growth
+$2.81B
(-14%)
Cap. Flow
-$82.9M
Cap. Flow
% of AUM
-2.95%
Top 10 Holdings %
Top 10 Hldgs %
26.83%
Holding
197
New
22
Increased
81
Reduced
80
Closed
14
Top Buys
| 1 |
CCC Intelligent Solutions
CCCS
|
$21.3M |
| 2 |
Genius Sports
GENI
|
$20.7M |
| 3 |
ODDITY Tech
ODD
|
$17.9M |
| 4 |
Gentherm
THRM
|
$13.9M |
| 5 |
Life Time Group Holdings
LTH
|
$12.4M |
Top Sells
| 1 |
SPS Commerce
SPSC
|
$28M |
| 2 |
Azenta
AZTA
|
$27.8M |
| 3 |
Twilio
TWLO
|
$25.1M |
| 4 |
Enphase Energy
ENPH
|
$23.3M |
| 5 |
Paycom
PAYC
|
$20.8M |
Sector Composition
| 1 | Technology | 39.71% |
| 2 | Healthcare | 20.5% |
| 3 | Industrials | 16.31% |
| 4 | Consumer Discretionary | 7.75% |
| 5 | Communication Services | 6.41% |
