Granahan Investment Management, LLC Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Granahan Investment Management, LLCInvestment ActivityGranahan Investment Management, LLC has $2.85 billion in total holdings as of March 31, 2024.Granahan Investment Management, LLC owns shares of 181 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 11.48% of the portfolio was purchased this quarter.About 21.22% of the portfolio was sold this quarter.This quarter, Granahan Investment Management, LLC has purchased 180 new stocks and bought additional shares in 52 stocks.Granahan Investment Management, LLC sold shares of 107 stocks and completely divested from 20 stocks this quarter.Largest Holdings indie Semiconductor $137,209,876Sprout Social $95,417,356Axon Enterprise $92,363,428Zeta Global $89,927,690Evolent Health $82,154,165 Largest New Holdings this Quarter Viking Therapeutics $26,149,226 HoldingVivid Seats $21,318,500 HoldingShift4 Payments $20,309,389 HoldingCarpenter Technology $19,878,686 HoldingSilicon Motion Technology $16,595,958 Holding Largest Purchases this Quarter indie Semiconductor 6,185,338 shares (about $43.79M)Viking Therapeutics 318,893 shares (about $26.15M)Vivid Seats 3,559,015 shares (about $21.32M)Shift4 Payments 307,392 shares (about $20.31M)Carpenter Technology 278,335 shares (about $19.88M) Largest Sales this Quarter Axon Enterprise 98,786 shares (about $30.91M)HubSpot 45,618 shares (about $28.58M)Paylocity 139,781 shares (about $24.02M)Kinsale Capital Group 43,823 shares (about $23.00M)Toast 851,238 shares (about $21.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranahan Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINDIindie Semiconductor$137,209,876$43,792,193 ▲46.9%19,379,9264.8%Computer and TechnologySPTSprout Social$95,417,356$6,164,640 ▼-6.1%1,598,0133.4%Computer and TechnologyAXONAxon Enterprise$92,363,428$30,908,164 ▼-25.1%295,2043.2%Industrial ProductsZETAZeta Global$89,927,690$1,255,562 ▲1.4%8,227,6023.2%Business ServicesEVHEvolent Health$82,154,165$13,041,468 ▼-13.7%2,505,4642.9%Computer and TechnologyTOSTToast$75,930,119$21,212,851 ▼-21.8%3,046,9552.7%Computer and TechnologyGENIGenius Sports$67,721,571$9,811,162 ▼-12.7%11,860,1702.4%Computer and TechnologyCSGPCoStar Group$59,022,407$9,764,908 ▼-14.2%610,9982.1%Computer and TechnologyMGNIMagnite$58,459,489$13,847,892 ▼-19.2%5,438,0922.1%Computer and TechnologySPSCSPS Commerce$57,962,267$2,034,085 ▼-3.4%313,4792.0%Business ServicesVCTRVictory Capital$53,276,338$1,783,757 ▲3.5%1,255,6291.9%FinancePRCHPorch Group$47,412,534$3,836,594 ▼-7.5%11,000,5881.7%Computer and TechnologyGTLSChart Industries$43,528,413$19,458,703 ▼-30.9%264,2571.5%Industrial ProductsSMARSmartsheet$39,051,397$1,016,477 ▼-2.5%1,014,3221.4%Computer and TechnologyDVDoubleVerify$37,756,214$2,397,701 ▲6.8%1,073,8401.3%Computer and TechnologyPCTYPaylocity$36,695,032$24,022,763 ▼-39.6%213,5171.3%Computer and TechnologyCSTLCastle Biosciences$36,043,012$11,944,321 ▼-24.9%1,627,2241.3%MedicalPHRPhreesia$35,758,455$10,390,980 ▲41.0%1,494,2941.3%MedicalGLOBGlobant$35,518,854$8,907,020 ▼-20.0%175,9231.2%Computer and TechnologyLTHLife Time Group$34,462,486$9,983,349 ▲40.8%2,220,5211.2%MedicalCWSTCasella Waste Systems$33,118,879$1,123,064 ▼-3.3%334,9741.2%Industrial ProductsWKWorkiva$32,651,731$2,887,101 ▼-8.1%385,0441.1%Computer and TechnologyARRYArray Technologies$32,119,942$1,619,793 ▼-4.8%2,154,2551.1%Oils/EnergyPSTGPure Storage$29,127,294$4,858,933 ▲20.0%560,2481.0%Computer and TechnologyLOVELovesac$28,393,713$3,845,932 ▼-11.9%1,256,3591.0%Retail/WholesaleWSCWillScot Mobile Mini$28,153,611$20,279,534 ▼-41.9%605,4541.0%Consumer DiscretionaryRBCRBC Bearings$27,953,379$1,385,814 ▲5.2%103,3971.0%Industrial ProductsCHEFChefs' Warehouse$26,600,087$3,322,328 ▼-11.1%706,3220.9%Consumer StaplesODDITY TECH LTD$26,583,753$1,100,371 ▲4.3%611,8240.9%SHS CL AVKTXViking Therapeutics$26,149,226$26,149,226 ▲New Holding318,8930.9%MedicalSIBNSI-BONE$26,070,436$5,011,250 ▲23.8%1,592,5740.9%MedicalKRNTKornit Digital$25,971,831$14,500,095 ▼-35.8%1,433,3240.9%Industrial ProductsMTRNMaterion$25,639,341$4,258,555 ▼-14.2%194,6060.9%Basic MaterialsVERXVertex$23,480,263$2,404,137 ▲11.4%739,3030.8%Computer and TechnologyCOMPCompass$23,037,840$15,745,752 ▲215.9%6,399,4000.8%Computer and TechnologyRGENRepligen$22,946,779$905,070 ▼-3.8%124,7650.8%MedicalCMCOColumbus McKinnon$21,838,396$1,930,560 ▼-8.1%489,3210.8%Industrial ProductsVECOVeeco Instruments$21,729,644$1,371,138 ▼-5.9%617,8460.8%Computer and TechnologyTHRMGentherm$21,597,106$2,181,764 ▼-9.2%375,0800.8%Auto/Tires/TrucksPTLOPortillo's$21,533,507$2,752,593 ▲14.7%1,518,5830.8%Retail/WholesaleCOCOVita Coco$21,320,208$1,416,232 ▼-6.2%872,7060.7%Consumer StaplesSEATVivid Seats$21,318,500$21,318,500 ▲New Holding3,559,0150.7%Business ServicesKIDSOrthoPediatrics$21,173,630$1,257,554 ▼-5.6%726,1190.7%MedicalEVEREverQuote$20,565,464$7,107,663 ▼-25.7%1,108,0530.7%FinanceEEFTEuronet Worldwide$20,341,557$3,959,679 ▼-16.3%185,0410.7%FinanceFOURShift4 Payments$20,309,389$20,309,389 ▲New Holding307,3920.7%Business ServicesBLFSBioLife Solutions$20,031,125$3,947,997 ▼-16.5%1,079,8450.7%MedicalCRSCarpenter Technology$19,878,686$19,878,686 ▲New Holding278,3350.7%Basic MaterialsPROPROS$19,538,565$2,476,907 ▼-11.3%537,8080.7%Computer and TechnologyGWREGuidewire Software$19,259,718$1,049,340 ▲5.8%165,0220.7%Computer and TechnologyTCBITexas Capital Bancshares$18,828,268$14,371,617 ▼-43.3%305,9020.7%FinanceMODGTopgolf Callaway Brands$17,847,039$217,875 ▼-1.2%1,103,7130.6%Consumer DiscretionaryBPMCBlueprint Medicines$17,010,011$1,120,297 ▲7.1%179,3170.6%MedicalFWRGFirst Watch Restaurant Group$16,853,030$1,388,100 ▼-7.6%684,5260.6%Retail/WholesaleSIMOSilicon Motion Technology$16,595,958$16,595,958 ▲New Holding215,7000.6%Computer and TechnologyKNSLKinsale Capital Group$16,413,867$22,995,681 ▼-58.4%31,2800.6%FinanceBMBLBumble$16,272,064$736,377 ▲4.7%1,433,6620.6%Computer and TechnologyQTRXQuanterix$15,827,113$115,915 ▲0.7%671,7790.6%MedicalPLRXPliant Therapeutics$15,597,991$1,548,423 ▼-9.0%1,046,8450.5%MedicalRHRH$15,421,649$14,346,570 ▼-48.2%44,2820.5%Consumer StaplesCYBRCyberArk Software$14,926,281$2,185,604 ▼-12.8%56,1920.5%Computer and TechnologySPXCSPX Technologies$14,371,980$3,845,473 ▼-21.1%116,7220.5%Business ServicesSTKLSunOpta$14,237,388$2,207,949 ▼-13.4%2,072,4000.5%Consumer StaplesBBIOBridgeBio Pharma$14,130,007$2,123,709 ▲17.7%456,9860.5%MedicalMASS908 Devices$13,094,509$2,297,359 ▼-14.9%1,734,3720.5%MedicalAMRCAmeresco$12,807,480$219,535 ▲1.7%530,7700.4%Oils/EnergyKNSAKiniksa Pharmaceuticals$12,786,757$1,465,959 ▼-10.3%648,0870.4%MedicalCCCSCCC Intelligent Solutions$12,706,735$1,133,294 ▼-8.2%1,062,4360.4%FinanceNTNXNutanix$12,243,088$2,815,111 ▼-18.7%198,3650.4%Computer and TechnologyHUBSHubSpot$12,110,778$28,582,414 ▼-70.2%19,3290.4%Computer and TechnologyNTRANatera$12,090,738$2,014,224 ▼-14.3%132,1970.4%MedicalMODModine Manufacturing$11,598,616$852,331 ▼-6.8%121,8470.4%Auto/Tires/TrucksCFLTConfluent$11,418,203$3,751,244 ▼-24.7%374,1220.4%Business ServicesARCTArcturus Therapeutics$11,351,684$3,857,176 ▼-25.4%336,1470.4%MedicalEWTXEdgewise Therapeutics$11,090,139$8,516,183 ▼-43.4%608,0120.4%MedicalCCOICogent Communications$11,084,018$2,008,309 ▲22.1%169,6620.4%Computer and TechnologyUDMYUdemy$11,033,890$1,243,628 ▼-10.1%1,004,9080.4%Computer and TechnologyMLTXMoonLake Immunotherapeutics$10,840,438$4,472,680 ▲70.2%215,8160.4%MedicalTRIPTripadvisor$10,815,701$8,583,164 ▲384.5%389,1940.4%Retail/WholesaleSMTCSemtech$10,534,415$10,534,415 ▲New Holding383,2090.4%Computer and TechnologyXENEXenon Pharmaceuticals$10,507,644$2,518,468 ▼-19.3%244,0800.4%MedicalSSYSStratasys$10,454,921$1,349,826 ▼-11.4%899,7350.4%Computer and TechnologyPTCPTC$10,406,626$167,968 ▼-1.6%55,0790.4%Computer and TechnologyPRFTPerficient$10,298,650$3,138,449 ▼-23.4%182,9570.4%Computer and TechnologyALTGAlta Equipment Group$10,043,411$3,307,287 ▼-24.8%775,5530.4%Industrial ProductsBLUEbluebird bio$9,870,936$468,516 ▼-4.5%7,711,6690.3%MedicalKROSKeros Therapeutics$9,864,661$9,864,661 ▲New Holding149,0130.3%MedicalTMDXTransMedics Group$9,862,635$987,025 ▼-9.1%133,3870.3%MedicalSNDXSyndax Pharmaceuticals$9,445,696$1,808,015 ▲23.7%396,8780.3%MedicalHCATHealth Catalyst$9,440,391$150,472 ▲1.6%1,253,7040.3%MedicalWNS HLDGS LTD$9,009,954$9,009,954 ▲New Holding178,3090.3%COM SHSPOWIPower Integrations$8,717,223$632,001 ▲7.8%121,8340.3%Computer and TechnologyFROGJFrog$8,627,543$33,873 ▼-0.4%195,1050.3%Computer and TechnologyBOOTBoot Barn$8,515,354$1,608,416 ▲23.3%89,4940.3%Retail/WholesaleVRNSVaronis Systems$8,458,053$123,680 ▲1.5%179,3100.3%Computer and TechnologyQLYSQualys$8,351,343$1,262,538 ▲17.8%50,0470.3%Computer and TechnologyPRTAProthena$8,271,198$2,061,780 ▼-20.0%333,9200.3%MedicalONTOOnto Innovation$8,182,281$2,356,937 ▼-22.4%45,1860.3%Computer and TechnologySWAVShockwave Medical$7,933,324$5,353,032 ▼-40.3%24,3630.3%MedicalHBIOHarvard Bioscience$7,902,300$85,928 ▲1.1%1,863,7500.3%Computer and TechnologyShowing largest 100 holdings. 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