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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
(+22%)
Cap. Flow
-$4.39M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
34.46%
Holding
177
New
18
Increased
65
Reduced
70
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Global E Online
GLBE
|
+$31.5M |
| 2 |
CRCL
Circle Internet Group
CRCL
|
+$22.6M |
| 3 |
Klaviyo
KVYO
|
+$15.2M |
| 4 |
Magnite
MGNI
|
+$14.6M |
| 5 |
ETOR
eToro Group
ETOR
|
+$12.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
StepStone Group
STEP
|
+$19.8M |
| 2 |
KLC
KinderCare Learning Companies
KLC
|
+$14.2M |
| 3 |
Evolent Health
EVH
|
+$12.9M |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
+$12.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Reddit
RDDT
$30.5B
| – | – |
-96,630
| Closed | -$10.1M |
|
|
KLC
177
KinderCare Learning Companies
KLC
$596M
| – | – |
-1,228,286
| Closed | -$14.2M |
|
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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.