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 |
|---|---|---|---|---|
| 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
Holdings in ODD
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $61,202,336 | 1,523,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $93,852,271 | 1,506,457 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $102,288,038 | 1,355,347 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $67,277,562 | 1,555,191 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $64,635,079 | 1,538,198 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,572,670 | 1,326,713 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,637,641 | 1,009,619 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,583,752 | 611,824 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,289,798 | 586,499 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,862,399 | 630,067 | Shares | Sole | 2023-11-14 | |
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