GIM

Granahan Investment Management Portfolio holdings

AUM $2.46B
1-Year Est. Return 66.36%
This Quarter Est. Return
1 Year Est. Return
+66.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25B
AUM Growth
-$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$18.2M
3 +$17.4M
4
WW
WW International
WW
+$16M
5
UDMY icon
Udemy
UDMY
+$15M

Top Sells

1 +$50.3M
2 +$38.3M
3 +$36.2M
4
SPSC icon
SPS Commerce
SPSC
+$24.3M
5
MGNI icon
Magnite
MGNI
+$21.6M

Sector Composition

1 Technology 40.73%
2 Healthcare 20.54%
3 Industrials 16.1%
4 Consumer Discretionary 7.79%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$113M 3.48%
588,435
-126,702
2
$103M 3.17%
7,552,994
-1,580,121
3
$103M 3.16%
526,160
-77,459
4
$102M 3.14%
2,213,276
+1,261,111
5
$99.2M 3.05%
308,802
-18,886
6
$92M 2.83%
4,076,131
+551,493
7
$91.7M 2.82%
3,120,997
-397,591
8
$88.3M 2.72%
2,914,350
-460,561
9
$70.4M 2.17%
791,468
-3,475
10
$65.6M 2.02%
6,975,715
-6,049
11
$65.2M 2.01%
10,528,214
-39,514
12
$61.3M 1.89%
383,349
+87,454
13
$60.8M 1.87%
7,124,110
+723,654
14
$60.6M 1.86%
715,704
-146,526
15
$53.2M 1.64%
317,767
+79,997
16
$52.9M 1.63%
882,329
-328,372
17
$50.9M 1.57%
2,254,315
-717,211
18
$46.1M 1.42%
453,834
-25,435
19
$42.4M 1.31%
361,481
-84,212
20
$42.2M 1.3%
2,671,891
+176,691
21
$39.8M 1.22%
1,475,234
+192,524
22
$39.2M 1.21%
73,675
-94,553
23
$37.5M 1.15%
784,154
-9,453
24
$34.7M 1.07%
2,529,431
+1,329,382
25
$34.4M 1.06%
737,358
-775,223