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
0.089%
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 93.1206262602301.ToString("F0")%
Shared 0.ToString("F0")%
None 6.879373739769896.ToString("F0")%
Common Shares in RCAT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Granahan Investment Management, LLC holds $169,249,048 across 8 Aerospace & Defense names. RCAT ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
|
340,317 | $83,377,665 | |
| 2 | AXON |
Axon Enterprise, Inc.
|
90,692 | $38,515,985 | |
| 3 | YSS |
York Space Systems Inc.
|
967,610 | $21,451,913 | |
| 4 | ACHR |
Archer Aviation Inc.
|
1,480,746 | $7,655,456 | |
| 5 | AVAV |
AeroVironment Inc
|
40,736 | $7,456,724 | |
| 6 | BETA |
BETA Technologies, Inc.
|
431,958 | $6,349,782 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
14,704 | $3,006,820 | |
| 8 | RCAT |
Red Cat Holdings, Inc.
This page
|
109,603 | $1,434,703 |
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. | ||||||