Granahan Investment Management, LLC
Top Portfolio Positions
149 positions ·
$2,067,341,622 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRS |
Carpenter Technology Corp
Industrials
|
239,469 | $94,386,706 | 4.57% | |
| PRCH |
Porch Group, Inc.
Financial Services
|
12,674,987 | $90,879,656 | 4.40% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
340,317 | $83,377,665 | 4.03% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
377,586 | $81,826,662 | 3.96% | |
| VCTR |
Victory Capital Holdings, Inc.
Financial Services
|
1,087,315 | $71,197,386 | 3.44% | |
| INDI |
indie Semiconductor, Inc.
Technology
|
20,283,839 | $65,313,961 | 3.16% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
2,071,084 | $60,620,628 | 2.93% | |
| MRX |
Marex Group plc
Financial Services
|
1,223,750 | $54,554,775 | 2.64% | |
| NXT |
Nextpower Inc.
Technology
|
424,434 | $51,165,518 | 2.47% | |
| KRUS |
Kura Sushi USA, Inc.
Consumer Cyclical
|
607,917 | $42,426,527 | 2.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARLO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,641,842 | 1,169,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,733,964 | 338,382 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,269,960 | 192,918 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||