Granahan Investment Management, LLC
Position in RCAT — Red Cat Holdings, Inc.
CIK 1026710
WALTHAM, MA
Position in RCAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,434,703
+$383,408 QoQ
Shares Held
109,603
-17.3% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in RCAT 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.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
|
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 RCAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,434,703 | 109,603 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,051,295 | 132,572 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||