Q2 2026 13F · SEC CIK 1026710

Granahan Investment Management, LLC

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.8B
Reported positions: 150
Top holdings a year, 3 yrs: +11.4%
Assets under management: $2.4B

Granahan Investment Management, LLC is an asset manager that reported 150 positions worth $2.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Porch Group Inc (PRCH, 6.6%), Silicon Motion Technology Co (SIMO, 5.3%), Forgent Power Solutions Inc (FPS, 3.6%). A portfolio copying its top holdings returned 11.4% a year over the last 3 years, against 20.4% for the S&P 500.

Granahan Investment Management, LLC holdings largest 50 of 150 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Granahan Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PRCHPorch Group Inc	6.6%	4.4%	12,393,660	-2.2%	$186.4M
SIMOSilicon Motion Technology Co	5.3%	1.1%	445,752	+128.3%	$148.6M
FPSForgent Power Solutions Inc	3.6%	2.9%	1,807,608	-12.7%	$101.0M
INDIIndie Semiconductor Inc	3.1%	3.2%	19,419,892	-4.3%	$87.2M
VCTRVictory Capital Holdings, Inc.	3.0%	3.4%	1,015,343	-6.6%	$85.3M
FTAIFtai Aviation Ltd	2.8%	4.0%	293,722	-13.7%	$79.5M
MRXMarex Group PLC	2.7%	2.6%	1,254,283	+2.5%	$76.4M
MODModine Manufacturing Co	2.5%	4.0%	263,572	-30.2%	$70.4M
CRSCarpenter Technology Corp	2.1%	4.6%	96,981	-59.5%	$59.8M
NXTNextpower Inc	2.1%	2.5%	495,938	+16.8%	$59.1M
MGNIMagnite Inc	2.1%	1.5%	3,083,211	+20.7%	$58.5M
AXONAxon Enterprise Inc	1.9%	1.9%	96,829	+6.8%	$54.3M
ONTOOnto Innovation Inc	1.9%	2.0%	141,568	-28.8%	$53.6M
TTMITtm Technologies Inc	1.8%	1.5%	269,330	-17.7%	$50.4M
LGNDLigand Pharmaceuticals Inc	1.7%	—	147,231	—	$46.5M
KRUSKura Sushi USA Inc Class	1.6%	2.1%	801,969	+31.9%	$46.2M
RGENRepligen Corp	1.6%	—	332,271	—	$45.3M
APPSDigital Turbine Inc	1.6%	1.0%	3,494,200	-50.9%	$45.1M
LTHLife Time Group Holdings Inc	1.6%	1.6%	1,083,587	-9.7%	$44.3M
GENIGenius Sports Limited	1.5%	1.2%	7,024,330	+30.5%	$42.6M
CWSTCasella Waste Sys Inc	1.5%	1.0%	436,289	+74.3%	$42.3M
QXOQxo Inc	1.4%	1.4%	2,327,662	+54.2%	$40.2M
GNRCGenerac Hldgs Inc	1.3%	—	122,872	—	$36.0M
ZETAZeta Global Holdings Corp	1.2%	0.8%	1,758,212	+71.6%	$34.6M
KRNTKornit Digital Ltd	1.2%	1.6%	2,119,398	-7.8%	$34.4M
TWSTTwist Bioscience Corp	1.2%	—	314,882	—	$32.4M
DAVEDave Inc	1.1%	0.6%	84,897	+29.7%	$31.6M
SIBNSI-BONE Inc	1.1%	1.1%	1,931,182	+11.0%	$31.5M
FROGJfrog Ltd	1.0%	—	299,683	—	$27.2M
FIGRFigure Technology Solutio	0.9%	1.5%	842,306	-10.0%	$25.9M
CLBTCellebrite Di Ltd	0.9%	1.2%	1,661,163	-4.5%	$24.3M
G39108108Gates Indl Corp PLC Ord Shs	0.8%	0.8%	843,441	+8.9%	$23.6M
GLBEGlobal E Online Ltd	0.8%	0.8%	633,327	+15.8%	$22.0M
GRALGRAIL, Inc.	0.8%	—	321,176	—	$21.9M
ROLLRbc Bearings Incorporated	0.8%	1.0%	34,017	-11.6%	$21.9M
CAVACava Group Inc	0.7%	1.2%	265,411	-12.7%	$20.8M
KIDSOrthopediatrics Corp	0.7%	0.7%	1,085,964	+21.1%	$20.8M
MTRNMaterion Corp	0.7%	1.0%	69,793	-51.7%	$20.8M
DSGXDescartes Systems Group	0.7%	—	297,257	—	$20.6M
QNTQuantinuum Inc	0.7%	—	233,540	—	$19.1M
TOSTToast Inc	0.7%	—	685,751	—	$19.1M
TCBITexas Cap Bancshares Inc Com	0.7%	0.8%	184,087	+7.4%	$19.0M
SNSharkninja Inc	0.7%	0.7%	124,271	-5.7%	$18.9M
CELCCelcuity Inc	0.7%	—	179,053	—	$18.7M
UMACUnusual Machs Inc	0.7%	0.6%	829,328	-18.4%	$18.5M
FWRGFirst Watch Restaurant Group	0.6%	0.6%	1,363,852	+25.3%	$17.6M
NTNXNutanix Inc	0.6%	—	336,852	—	$17.2M
LASRNlight Inc	0.6%	—	236,991	—	$16.5M
VECOVeeco Instrs Inc Del	0.6%	—	204,837	—	$15.5M
STOKStoke Therapeutics Inc	0.5%	—	461,608	—	$15.1M

What Granahan Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SIMO Silicon Motion Technology Co+128.3% shares
CWST Casella Waste Sys Inc+74.3% shares
ZETA Zeta Global Holdings Corp+71.6% shares
QXO Qxo Inc+54.2% shares
KRUS Kura Sushi USA Inc Class+31.9% shares
GENI Genius Sports Limited+30.5% shares
DAVE Dave Inc+29.7% shares
FWRG First Watch Restaurant Group+25.3% shares

Reduced

CRS Carpenter Technology Corp-59.5% shares
MTRN Materion Corp-51.7% shares
APPS Digital Turbine Inc-50.9% shares
MOD Modine Manufacturing Co-30.2% shares
ONTO Onto Innovation Inc-28.8% shares
UMAC Unusual Machs Inc-18.4% shares
TTMI Ttm Technologies Inc-17.7% shares
FTAI Ftai Aviation Ltd-13.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -2.9% /yr; S&P 500 +20.1%
3 years: +11.4% /yr; S&P 500 +20.4%
5 years: -3.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.8B	150
Q1 2026	$2.1B	149
Q4 2025	$2.3B	157
Q3 2025	$2.4B	146
Q2 2025	$2.5B	153
Q1 2025	$2.0B	159
Q4 2024	$2.4B	180
Q3 2024	$2.5B	187
Q2 2024	$2.5B	180
Q1 2024	$2.8B	181
Q4 2023	$3.0B	180
Q3 2023	$2.8B	183

Questions about Granahan Investment Management, LLC's portfolio

What stocks does Granahan Investment Management, LLC own?

Granahan Investment Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 150 positions worth $2.8B. The largest are Porch Group Inc (PRCH) at 6.6%, Silicon Motion Technology Co (SIMO) at 5.3%, Forgent Power Solutions Inc (FPS) at 3.6%, Indie Semiconductor Inc (INDI) at 3.1% and Victory Capital Holdings, Inc. (VCTR) at 3.0%.

What did Granahan Investment Management, LLC buy last quarter?

In Q2 2026, Granahan Investment Management, LLC added Silicon Motion Technology Co (SIMO) (+128.3% shares), Casella Waste Sys Inc (CWST) (+74.3% shares) and Zeta Global Holdings Corp (ZETA) (+71.6% shares), compared with its Q1 2026 filing.

What did Granahan Investment Management, LLC sell last quarter?

In Q2 2026, Granahan Investment Management, LLC cut from its top 50 Comfort Sys USA Inc (FIX), cut from its top 50 Semtech Corp (SMTC), cut from its top 50 Rambus Inc Del (RMBS), cut from its top 50 Sportradar Group AG (SRAD), cut from its top 50 York Space Systems Inc (YSS), Carpenter Technology Corp (CRS) (-59.5% shares), Materion Corp (MTRN) (-51.7% shares) and Digital Turbine Inc (APPS) (-50.9% shares), compared with its Q1 2026 filing.

How has Granahan Investment Management, LLC's portfolio performed?

A portfolio copying Granahan Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -2.9% against +20.1%. Over 5 years: -3.5% a year against +11.6%.

When is Granahan Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Granahan Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Granahan Investment Management, LLC manage?

Granahan Investment Management, LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.8B.