GI

Granahan Investment Management, LLC

13F
Granahan Investment Management, LLC
Last update 2024-11-14 187 Stocks (24 new)
Value $2.54 Bil Turnover 13 %
Countries:
Top Holdings: EVH(3.88%)AXON(3.69%)ZETA(3.36%)INDI(2.79%)TOST(2.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
Granahan Investment Management... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EVH 		Evolent Health Inc
3,491,817
98748.590
+15.17%
3.880
+0.51%
3.040
-58.79%
-0.62%
1285.994
Healthcare Providers & Services
AXON 		Axon Enterprise Inc
234,982
93898.810
-4.69%
3.690
-0.14%
0.310
+32.38%
-2.44%
44212.519
Aerospace & Defense
ZETA 		Zeta Global Holdings Corp
2,865,229
85469.780
-49.75%
3.360
-2.00%
1.210
-44.62%
-4.39%
4084.105
Software
INDI 		Indie Semiconductor Inc
17,809,484
71059.840
-3.17%
2.790
-0.14%
9.780
+7.73%
-3.70%
717.101
Semiconductors
TOST 		Toast Inc
2,280,927
64573.040
+1.72%
2.540
+0.04%
0.400
+28.74%
-0.58%
20584.320
Software
VCTR 		Victory Capital Holdings Inc
1,149,507
63682.690
-2.72%
2.500
-0.06%
1.770
+7.56%
-4.37%
4071.129
Asset Management
GENI 		Genius Sports Ltd
7,898,939
61927.680
-20.75%
2.440
-0.45%
3.740
+18.08%
+6.47%
1944.597
Interactive Media
MGNI 		Magnite Inc
4,000,719
55409.960
-23.51%
2.180
-0.65%
2.840
+26.13%
-1.76%
2200.398
Media - Diversified
ODD 		ODDITY Tech Ltd
1,326,713
53572.670
+31.41%
2.110
+0.50%
2.320
+7.67%
+2.90%
2469.909
Software
SPSC 		SPS Commerce Inc
273,646
53133.840
-7.75%
2.090
-0.17%
0.730
-6.89%
-0.91%
6849.409
Software

Granahan Investment Management, LLC's Historical Top Holdings Breakdowns

Granahan Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PAYC 		Paycom Software Inc2023-12-31Sold Out
-2.11%
●
150.69 ($211.43) 278.09
$203.26
-3.86%
Sold Out
0
-228,747
ZETA 		Zeta Global Holdings Corp2024-09-30Reduce
-2.00%
●
16.61 ($23.53) 30.24
$17.20
-26.90%
Reduce -49.75%
2,865,229
-2,836,275
SPT 		Sprout Social Inc2023-06-30Add
+1.79%
●
38.54 ($47.77) 60.88
$30.72
-35.69%
Add 132.45%
2,213,276
1,261,111
RBA 		RB Global Inc2023-12-31Sold Out
-1.69%
●
59.65 ($64.26) 68.01
$89.47
39.23%
Sold Out
0
-760,689
APPS 		Digital Turbine Inc2023-06-30Reduce
-1.55%
●
7.83 ($11.03) 14.43
$1.70
-84.59%
Reduce -93.5%
286,468
-4,122,392
INDI 		Indie Semiconductor Inc2024-03-31Add
+1.54%
●
5.93 ($6.77) 7.58
$3.90
-42.39%
Add 46.88%
19,379,926
6,185,338
SMAR 		Smartsheet Inc2023-12-31Add
+1.48%
●
38.1 ($42.62) 48.42
$56.36
32.24%
Add 908.05%
1,040,724
937,483
INDI 		Indie Semiconductor Inc2023-12-31Add
+1.37%
●
4.75 ($6.52) 8.57
$3.90
-40.18%
Add 63.32%
13,194,588
5,115,393
CSGP 		CoStar Group Inc2023-03-31Reduce
-1.35%
●
65.85 ($73.79) 81.05
$69.61
-5.66%
Reduce -41.84%
794,943
-571,919
HQY 		HealthEquity Inc2023-12-31Sold Out
-1.27%
●
62.44 ($69.33) 76.13
$103.61
49.44%
Sold Out
0
-489,387

Granahan Investment Management, LLC Total Holding History ($B)

To

Granahan Investment Management, LLC's Asset Allocation

To

Granahan Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Granahan Investment Management, LLC's Hypothetical Growth since 2024-09-30

Granahan Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Granahan Investment Management, LLC's Holdings Heat Map

Size field:

Granahan Investment Management, LLC's Holdings Bubble Chart

Granahan Investment Management, LLC News

  • 1

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