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
$4.46B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$67.9M
2
+$60.5M
3
+$44.2M
4
MSP
Datto Holding Corp.
MSP
+$34M
5
APPS icon
Digital Turbine
APPS
+$32.6M

Top Sells

1
+$102M
2
+$43.8M
3
+$33.7M
4
PCTY icon
Paylocity
PCTY
+$33.2M
5
ENPH icon
Enphase Energy
ENPH
+$32.9M

Sector Composition

1 Technology 39.92%
2 Healthcare 16.36%
3 Industrials 13.09%
4 Consumer Discretionary 9.99%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,969,192
202
– –
-585,444
203
– –
-293,902
204
– –
-179,141
205
– –
-992,272
206
– –
-10,057
207
– –
-16,993
208
– –
-15,689
5 6 7 8
9