Institutional Fund
Granahan Investment Management, LLC
Waltham, MACIK 10267105 filings on record
Portfolio Value
$2.07B
Q1 2026
Holdings
149
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-11.5%
from $2.34B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carpenter Technology Corp4.6%
- Porch Group Inc4.4%
- Ftai Aviation Ltd4.0%
- Modine Mfg Co4.0%
- Victory Cap Hldgs Inc3.4%
- Indie Semiconductor Inc3.2%
- Other76.4%
Portfolio Holdings
149 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carpenter Technology Corp | 239.5K | $94.39M | 4.6% | −27.7K | Reduced |
| 2 | Porch Group Inc | 12.67M | $90.88M | 4.4% | +1.08M | Added |
| 3 | Ftai Aviation Ltd | 340.3K | $83.38M | 4.0% | −7.0K | Reduced |
| 4 | Modine Mfg Co | 377.6K | $81.83M | 4.0% | +51.1K | Added |
| 5 | Victory Cap Hldgs Inc | 1.09M | $71.20M | 3.4% | +12.1K | Added |
| 6 | Indie Semiconductor Inc | 20.28M | $65.31M | 3.2% | +3.07M | Added |
| 7 | Forgent Power Solutions Inc | 2.07M | $60.62M | 2.9% | +2.07M | New |
| 8 | Marex Group PLC | 1.22M | $54.55M | 2.6% | −153.2K | Reduced |
| 9 | Nextracker Inc | 424.4K | $51.17M | 2.5% | +39.7K | Added |
| 10 | Kura Sushi USA Inc | 607.9K | $42.43M | 2.1% | −179.2K | Reduced |
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