Position in FTAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,460,612
-$3,917,053 QoQ
Shares Held
293,722
-13.7% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
#40
of 674 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in FTAI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Granahan Investment Management, LLC holds $189,781,182 across 9 Aerospace & Defense names. FTAI ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
This page
|
293,722 | $79,460,612 | |
| 2 | AXON |
Axon Enterprise, Inc.
|
96,829 | $54,283,305 | |
| 3 | AVAV |
AeroVironment Inc
|
86,783 | $14,325,269 | |
| 4 | YSS |
York Space Systems Inc.
|
468,190 | $11,526,837 | |
| 5 | ARXS |
Arxis, Inc.
|
241,183 | $11,128,183 | |
| 6 | KRMN |
Karman Holdings Inc.
|
144,544 | $7,215,636 | |
| 7 | BETA |
BETA Technologies, Inc.
|
422,493 | $7,076,757 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
18,976 | $3,693,678 |
All Filings in FTAI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,460,612 | 293,722 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $83,377,665 | 340,317 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,378,800 | 347,365 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,613,691 | 267,372 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,367,920 | 124,895 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,938,864 | 134,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,468,111 | 58,790 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||