Granahan Investment Management, LLC

CIK

1026710

City

WALTHAM

State / Country

MA

Stock

SIMO — Silicon Motion Technology CORP

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 SIMO

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,924,847	195,252	-14.8%	Shares	Sole	2026-05-15
2025-12-31	$21,240,258	229,129	+10.3%	Shares	Sole	2026-02-17
2025-09-30	$19,697,535	207,758	+59.7%	Shares	Sole	2025-11-14
2025-06-30	$9,778,940	130,091	+94.4%	Shares	Sole	2025-08-14
2024-09-30	$4,065,510	66,933	-63.9%	Shares	Sole	2024-11-14
2024-06-30	$15,032,391	185,608	-14.0%	Shares	Sole	2024-08-14
2024-03-31	$16,595,958	215,700	+50.6%	Shares	Sole	2024-05-15
2022-03-31	$9,573,501	143,273	-24.4%	Shares	Sole	2022-05-16
2021-09-30	$13,073,503	189,526	+29.2%	Shares	Sole	2021-11-15
2021-06-30	$9,403,149	146,695	+12.2%	Shares	Sole	2021-08-16
2021-03-31	$7,767,796	130,793	—	Shares	Sole	2021-05-17
No 13F history on record for this holder in this stock.