Granahan Investment Management is an investment fund managing more than $2.5 trillion ran by Susan Rawley. There are currently 180 companies in Mrs. Rawley’s portfolio. The largest investments include Indie Semiconductor Inc and Zeta Global, together worth $214 billion.
As of 7th August 2024, Granahan Investment Management’s top holding is 18,392,316 shares of Indie Semiconductor Inc currently worth over $113 billion and making up 4.5% of the portfolio value.
In addition, the fund holds 5,701,504 shares of Zeta Global worth $101 billion, whose value grew 105.0% in the past six months.
The third-largest holding is Axon Enterprise Inc worth $72.5 billion and the next is Magnite Inc worth $69.5 billion, with 5,230,150 shares owned.
Currently, Granahan Investment Management's portfolio is worth at least $2.5 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Granahan Investment Management office and employees reside in Waltham, Massachusetts. According to the last 13-F report filed with the SEC, Susan Rawley serves as the VP/Operations and Account Administration at Granahan Investment Management.
In the most recent 13F filing, Granahan Investment Management revealed that it had opened a new position in
Marex Group Plc and bought 1,273,577 shares worth $25.5 billion.
The investment fund also strengthened its position in Sprout Social by buying
294,688 additional shares.
This makes their stake in Sprout Social total 1,892,701 shares worth $67.5 billion.
Sprout Social dropped 27.5% in the past year.
On the other hand, there are companies that Granahan Investment Management is getting rid of from its portfolio.
Granahan Investment Management closed its position in Repligen on 14th August 2024.
It sold the previously owned 124,765 shares for $22.9 billion.
Susan Rawley also disclosed a decreased stake in Indie Semiconductor Inc by approximately 0.1%.
This leaves the value of the investment at $113 billion and 18,392,316 shares.
The two most similar investment funds to Granahan Investment Management are Rgm Capital and Advisor Partners Ii. They manage $2.5 trillion and $2.49 trillion respectively.
Granahan Investment Management’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 27.2% of
the total portfolio value.
The fund focuses on investments in the United States as
61.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
4% of the total holdings value.
On the other hand, large-cap stocks make up only 3.3% of the portfolio.
The average market cap of the portfolio companies is close to $3.38 billion.
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Indie Semiconductor Inc |
5.10%
18,392,316
|
$113,480,590,000 | 4.54% |
| Zeta Global Holdings Corp. |
30.70%
5,701,504
|
$100,631,546,000 | 4.03% |
| Axon Enterprise Inc |
16.49%
246,539
|
$72,541,635,000 | 2.90% |
| Magnite Inc |
3.82%
5,230,150
|
$69,508,694,000 | 2.78% |
| Sprout Social, Inc. |
18.44%
1,892,701
|
$67,531,572,000 | 2.70% |
| Evolent Health Inc |
21.02%
3,031,988
|
$57,971,611,000 | 2.32% |
| Toast, Inc. |
26.41%
2,242,271
|
$57,783,324,000 | 2.31% |
| Victory Cap Hldgs Inc |
5.89%
1,181,696
|
$56,402,350,000 | 2.26% |
| Sps Comm Inc |
5.38%
296,625
|
$55,812,960,000 | 2.23% |
| Genius Sports Limited |
15.96%
9,967,678
|
$54,323,845,000 | 2.17% |
| Shift4 Pmts Inc |
94.31%
597,300
|
$43,811,955,000 | 1.75% |
| Carpenter Technology Corp. |
41.39%
393,551
|
$43,125,319,000 | 1.73% |
| Smartsheet Inc |
5.73%
956,154
|
$42,147,268,000 | 1.69% |
| Oddity Tech Ltd |
65.02%
1,009,619
|
$39,637,642,000 | 1.59% |
| Life Time Group Holdings, Inc. |
11.89%
1,956,440
|
$36,839,765,000 | 1.47% |
| Globant S.A. |
10.02%
193,556
|
$34,503,293,000 | 1.38% |
| Costar Group, Inc. |
30.70%
423,426
|
$31,392,804,000 | 1.26% |
| Vivid Seats Inc |
47.23%
5,239,943
|
$30,129,672,000 | 1.21% |
| OrthoPediatrics corp |
37.54%
998,670
|
$28,721,749,000 | 1.15% |
| Vertex Inc |
5.32%
778,660
|
$28,070,693,000 | 1.12% |
| Chart Inds Inc |
28.35%
189,350
|
$27,330,779,000 | 1.09% |
| Chefs Whse Inc |
3.17%
683,955
|
$26,749,480,000 | 1.07% |
| Paylocity Hldg Corp |
5.44%
201,907
|
$26,621,438,000 | 1.07% |
| Casella Waste Sys Inc |
21.29%
263,670
|
$26,161,337,000 | 1.05% |
| Willscot Mobil Mini Hldng Co |
12.67%
682,192
|
$25,677,707,000 | 1.03% |
| Marex Group Plc |
Opened
1,273,577
|
$25,471,540,000 | 1.02% |
| Phreesia Inc |
20.71%
1,184,752
|
$25,116,742,000 | 1.00% |
| Veeco Instrs Inc Del |
16.59%
515,376
|
$24,073,213,000 | 0.96% |
| Castle Biosciences, Inc. |
34.92%
1,058,941
|
$23,053,146,000 | 0.92% |
| Repligen Corp. |
Closed
124,765
|
$22,946,779,000 | |
| SI-BONE Inc |
10.71%
1,763,101
|
$22,796,896,000 | 0.91% |
| Array Technologies, Inc. |
0.23%
2,149,381
|
$22,052,649,000 | 0.88% |
| Montrose Environmental Group, Inc. |
Opened
483,300
|
$21,535,848,000 | 0.86% |
| Materion Corp |
0.24%
194,148
|
$20,993,223,000 | 0.84% |
| Texas Cap Bancshares Inc |
12.12%
342,968
|
$20,969,064,000 | 0.84% |
| Vita Coco Co Inc |
14.82%
743,370
|
$20,702,855,000 | 0.83% |
| Biolife Solutions Inc |
12.44%
945,524
|
$20,262,579,000 | 0.81% |
| Viking Therapeutics Inc |
18.75%
378,698
|
$20,074,781,000 | 0.80% |
| Kornit Digital Ltd |
4.72%
1,365,741
|
$19,994,448,000 | 0.80% |
| Compass, Inc. |
23.97%
4,865,467
|
$17,515,681,000 | 0.70% |
| Parsons Corp |
Opened
212,378
|
$17,374,644,000 | 0.70% |
| Insmed Inc |
93.84%
259,275
|
$17,371,425,000 | 0.69% |
| Workiva Inc |
39.06%
234,661
|
$17,127,906,000 | 0.69% |
| EverQuote Inc |
28.20%
795,595
|
$16,596,112,000 | 0.66% |
| Bumble Inc |
Closed
1,433,662
|
$16,272,064,000 | |
| CyberArk Software Ltd |
3.42%
58,111
|
$15,888,710,000 | 0.64% |
| RH |
Closed
44,282
|
$15,421,649,000 | |
| Topgolf Callaway Brands Corp |
8.85%
1,006,075
|
$15,392,948,000 | 0.62% |
| Lovesac Company |
46.20%
675,941
|
$15,262,748,000 | 0.61% |
| Columbus Mckinnon Corp N Y |
9.76%
441,584
|
$15,252,311,000 | 0.61% |
| Blueprint Medicines Corp |
22.08%
139,732
|
$15,060,315,000 | 0.60% |
| Pros Holdings Inc |
2.42%
524,772
|
$15,034,718,000 | 0.60% |
| Silicon Motion Technology Corp |
13.95%
185,608
|
$15,032,392,000 | 0.60% |
| Porch Group Inc |
10.10%
9,889,666
|
$14,933,396,000 | 0.60% |
| Quanterix Corp |
68.13%
1,129,491
|
$14,920,576,000 | 0.60% |
| Sunopta, Inc. |
32.98%
2,755,865
|
$14,881,671,000 | 0.60% |
| Gentherm Inc |
21.71%
293,667
|
$14,483,656,000 | 0.58% |
| Nutanix Inc |
23.74%
245,450
|
$13,953,833,000 | 0.56% |
| Confluent Inc |
21.84%
455,826
|
$13,460,542,000 | 0.54% |
| RBC Bearings Inc. |
52.22%
49,401
|
$13,327,402,000 | 0.53% |
| Guidewire Software Inc |
42.67%
94,605
|
$13,045,083,000 | 0.52% |
| Portillos Inc |
12.46%
1,329,363
|
$12,921,408,000 | 0.52% |
| Edgewise Therapeutics Inc |
16.89%
710,723
|
$12,800,121,000 | 0.51% |
| Kiniksa Pharmaceuticals International Plc. |
Closed
648,087
|
$12,786,757,000 | |
| Five9 Inc |
153.41%
287,130
|
$12,662,433,000 | 0.51% |
| Pure Storage Inc |
64.97%
196,254
|
$12,601,469,000 | 0.50% |
| Bright Horizons Fam Sol In D |
1,041.39%
113,717
|
$12,517,967,000 | 0.50% |
| Moonlake Immunotherapeutics |
31.43%
283,649
|
$12,472,047,000 | 0.50% |
| Euronet Worldwide Inc |
35.61%
119,145
|
$12,331,508,000 | 0.49% |
| Bel Fuse Inc. |
63.52%
187,290
|
$12,218,800,000 | 0.49% |
| Enovix Corporation |
12.33%
790,116
|
$12,215,193,000 | 0.49% |
| Syndax Pharmaceuticals Inc |
49.77%
594,386
|
$12,202,745,000 | 0.49% |
| PTC Inc |
19.60%
65,875
|
$11,967,511,000 | 0.48% |
| Reddit Inc |
54.61%
185,762
|
$11,868,334,000 | 0.47% |
| First Watch Restaurant Group |
1.61%
673,504
|
$11,826,730,000 | 0.47% |
| Gates Indl Corp Plc |
Opened
741,172
|
$11,717,929,000 | 0.47% |
| Modine Mfg Co |
10.73%
108,771
|
$10,897,766,000 | 0.44% |
| TripAdvisor Inc. |
Closed
389,194
|
$10,815,701,000 | |
| TransMedics Group, Inc. |
46.31%
71,609
|
$10,785,748,000 | 0.43% |
| Qualys Inc |
50.96%
75,550
|
$10,773,430,000 | 0.43% |
| Kiniksa Pharmaceuticals Intl |
Opened
568,735
|
$10,618,282,000 | 0.42% |
| Pliant Therapeutics, Inc. |
6.19%
982,049
|
$10,557,027,000 | 0.42% |
| Stratasys Ltd |
Closed
899,735
|
$10,454,921,000 | |
| Perficient Inc. |
Closed
182,957
|
$10,298,650,000 | |
| HubSpot Inc |
11.97%
17,016
|
$10,035,867,000 | 0.40% |
| JFrog Ltd |
36.98%
267,263
|
$10,035,726,000 | 0.40% |
| Natera Inc |
30.41%
91,993
|
$9,961,922,000 | 0.40% |
| Varonis Sys Inc |
14.94%
206,104
|
$9,886,809,000 | 0.40% |
| Bluebird bio Inc |
Closed
7,711,669
|
$9,870,936,000 | |
| Skechers U S A, Inc. |
353.92%
140,910
|
$9,739,699,000 | 0.39% |
| Cogent Communications Hldgs |
0.94%
171,253
|
$9,665,519,000 | 0.39% |
| Ameresco Inc. |
37.98%
329,204
|
$9,484,367,000 | 0.38% |
| Ccc Intelligent Solutions Hl |
22.72%
821,092
|
$9,122,332,000 | 0.36% |
| Power Integrations Inc. |
4.41%
127,205
|
$8,928,519,000 | 0.36% |
| Xenon Pharmaceuticals Inc |
7.34%
226,166
|
$8,818,212,000 | 0.35% |
| Arcturus Therapeutics Hldgs |
2.50%
344,549
|
$8,389,768,000 | 0.34% |
| Stoke Therapeutics, Inc. |
25.86%
598,401
|
$8,084,398,000 | 0.32% |
| Shockwave Med Inc |
Closed
24,363
|
$7,933,324,000 | |
| Klaviyo Inc |
Closed
306,824
|
$7,817,876,000 | |
| Azenta Inc |
23.37%
145,003
|
$7,630,058,000 | 0.31% |
| Blue Bird Corp |
Opened
140,909
|
$7,587,950,000 | 0.30% |
| Par Technology Corp. |
Opened
159,336
|
$7,503,132,000 | 0.30% |
| Cytokinetics Inc |
Opened
136,878
|
$7,416,050,000 | 0.30% |
| Expedia Group Inc |
Closed
53,814
|
$7,412,879,000 | |
| Veracyte Inc |
0.62%
340,147
|
$7,370,985,000 | 0.29% |
| SPX Technologies Inc |
55.66%
51,751
|
$7,355,887,000 | 0.29% |
| Coursera, Inc. |
Closed
513,099
|
$7,193,648,000 | |
| PDF Solutions Inc. |
12.19%
196,934
|
$7,164,459,000 | 0.29% |
| Wns Hldgs Ltd |
24.20%
135,165
|
$7,096,163,000 | 0.28% |
| Prothena Corp Plc |
0.52%
335,660
|
$6,928,022,000 | 0.28% |
| OSI Systems, Inc. |
2.99%
50,111
|
$6,891,265,000 | 0.28% |
| Corvel Corp. |
7.18%
26,717
|
$6,793,332,000 | 0.27% |
| Health Catalyst Inc |
16.83%
1,042,733
|
$6,663,064,000 | 0.27% |
| Keros Therapeutics, Inc. |
2.71%
144,976
|
$6,625,403,000 | 0.27% |
| Knife River Corp |
26.14%
93,508
|
$6,558,651,000 | 0.26% |
| CIENA Corp. |
5.99%
135,660
|
$6,536,099,000 | 0.26% |
| 10x Genomics, Inc. |
86.71%
334,007
|
$6,496,436,000 | 0.26% |
| Viad Corp. |
8.05%
190,455
|
$6,475,470,000 | 0.26% |
| BridgeBio Pharma Inc |
44.96%
251,525
|
$6,371,128,000 | 0.25% |
| Descartes Sys Group Inc |
11.06%
65,673
|
$6,359,773,000 | 0.25% |
| Intra-Cellular Therapies Inc |
85.27%
92,585
|
$6,341,147,000 | 0.25% |
| Kinsale Cap Group Inc |
47.75%
16,345
|
$6,297,402,000 | 0.25% |
| Zymeworks Inc |
12.32%
737,501
|
$6,276,134,000 | 0.25% |
| Kura Sushi USA, Inc. |
Opened
98,554
|
$6,217,772,000 | 0.25% |
| Allegro Microsystems Inc |
40.66%
219,404
|
$6,195,969,000 | 0.25% |
| ExlService Holdings Inc |
6.21%
196,656
|
$6,167,132,000 | 0.25% |
| Faro Technologies Inc. |
Closed
275,120
|
$5,917,831,000 | |
| Onto Innovation Inc. |
40.46%
26,902
|
$5,906,603,000 | 0.24% |
| Agios Pharmaceuticals Inc |
Opened
136,838
|
$5,900,455,000 | 0.24% |
| Arcus Biosciences Inc |
28.08%
379,847
|
$5,785,070,000 | 0.23% |
| Grocery Outlet Hldg Corp |
10.97%
257,346
|
$5,692,494,000 | 0.23% |
| Etsy Inc |
Closed
82,790
|
$5,689,329,000 | |
| Rxsight Inc |
452.50%
94,091
|
$5,661,455,000 | 0.23% |
| Hashicorp Inc |
Closed
209,883
|
$5,656,347,000 | |
| Harvard Bioscience Inc. |
3.31%
1,925,398
|
$5,487,384,000 | 0.22% |
| Mayville Engr Co Inc |
69.80%
324,434
|
$5,405,070,000 | 0.22% |
| Extreme Networks Inc. |
Opened
393,305
|
$5,289,952,000 | 0.21% |
| Neogen Corp. |
5.32%
338,129
|
$5,284,956,000 | 0.21% |
| Guardant Health Inc |
8.70%
181,167
|
$5,232,103,000 | 0.21% |
| Rambus Inc. |
Opened
86,430
|
$5,078,627,000 | 0.20% |
| Udemy Inc |
43.94%
563,354
|
$4,861,745,000 | 0.19% |
| Intellia Therapeutics Inc |
2.41%
214,910
|
$4,809,686,000 | 0.19% |
| 908 Devices Inc. |
46.98%
919,629
|
$4,736,089,000 | 0.19% |
| Mesa Labs Inc |
4.30%
54,424
|
$4,722,370,000 | 0.19% |
| Apellis Pharmaceuticals Inc |
83.77%
122,383
|
$4,694,612,000 | 0.19% |
| Acadia Healthcare Company In |
Opened
65,688
|
$4,436,568,000 | 0.18% |
| Sprinklr, Inc. |
Closed
357,656
|
$4,388,439,000 | |
| Boot Barn Holdings Inc |
62.45%
33,605
|
$4,332,693,000 | 0.17% |
| Nova Ltd |
16.38%
18,366
|
$4,307,378,000 | 0.17% |
| Canadian Solar Inc |
Closed
213,016
|
$4,209,196,000 | |
| Fox Factory Hldg Corp |
145.20%
85,956
|
$4,142,220,000 | 0.17% |
| Comfort Sys Usa Inc |
Opened
13,495
|
$4,104,099,000 | 0.16% |
| MYR Group Inc |
Opened
29,813
|
$4,045,922,000 | 0.16% |
| Silicon Laboratories Inc |
57.90%
36,175
|
$4,002,040,000 | 0.16% |
| Arteris Inc |
1.67%
527,302
|
$3,960,038,000 | 0.16% |
| The Real Brokerage Inc |
21.13%
964,010
|
$3,913,881,000 | 0.16% |
| Okta Inc |
17.89%
41,710
|
$3,904,473,000 | 0.16% |
| Stoneridge Inc. |
Closed
205,653
|
$3,792,241,000 | |
| Sage Therapeutics Inc |
122.25%
347,529
|
$3,774,165,000 | 0.15% |
| Rapid7 Inc |
6.82%
86,110
|
$3,722,535,000 | 0.15% |
| Celestica, Inc. |
Opened
63,532
|
$3,642,290,000 | 0.15% |
| Ceva Inc. |
35.46%
182,814
|
$3,526,482,000 | 0.14% |
| Semtech Corp. |
69.38%
117,339
|
$3,506,089,000 | 0.14% |
| DoubleVerify Holdings, Inc. |
83.33%
178,979
|
$3,484,721,000 | 0.14% |
| Sweetgreen, Inc. |
4.83%
113,671
|
$3,426,044,000 | 0.14% |
| Certara, Inc. |
6.43%
243,873
|
$3,377,641,000 | 0.14% |
| Novanta Inc |
Opened
20,431
|
$3,332,500,000 | 0.13% |
| First Solar Inc |
2.81%
14,686
|
$3,311,106,000 | 0.13% |
| Rogers Corp. |
28.90%
26,464
|
$3,191,823,000 | 0.13% |
| Cellebrite Di Ltd |
383.84%
263,177
|
$3,144,965,000 | 0.13% |
| Newpark Res Inc |
Opened
356,246
|
$2,960,404,000 | 0.12% |
| Nextracker Inc |
Closed
51,817
|
$2,915,743,000 | |
| Universal Technical Inst Inc |
Opened
184,834
|
$2,907,439,000 | 0.12% |
| FormFactor Inc. |
Closed
61,011
|
$2,783,932,000 | |
| Infinera Corp. |
Opened
437,970
|
$2,667,237,000 | 0.11% |
| Riskified Ltd. |
46.92%
387,019
|
$2,473,051,000 | 0.10% |
| Radware |
12.60%
126,029
|
$2,298,769,000 | 0.09% |
| Acv Auctions Inc |
Opened
118,983
|
$2,171,440,000 | 0.09% |
| Cytosorbents Corp |
12.51%
2,663,811
|
$1,872,659,000 | 0.07% |
| Taysha Gene Therapies, Inc. |
Opened
809,691
|
$1,813,708,000 | 0.07% |
| EyePoint Pharmaceuticals Inc |
Opened
201,332
|
$1,751,588,000 | 0.07% |
| Pentair plc |
Closed
19,154
|
$1,636,518,000 | |
| Vicor Corp. |
9.56%
46,112
|
$1,529,074,000 | 0.06% |
| Nuvei Corporation |
Closed
43,448
|
$1,373,826,000 | |
| Sharkninja Inc |
Opened
17,846
|
$1,341,127,000 | 0.05% |
| Honest Co Inc |
15.44%
452,275
|
$1,320,643,000 | 0.05% |
| Vericel Corp |
Closed
25,061
|
$1,303,673,000 | |
| Tetra Tech, Inc. |
14.32%
6,269
|
$1,281,885,000 | 0.05% |
| Symbotic Inc |
22.97%
35,169
|
$1,236,542,000 | 0.05% |
| Twilio Inc |
20.83%
21,485
|
$1,220,563,000 | 0.05% |
| Merus N.V |
Opened
20,275
|
$1,199,672,000 | 0.05% |
| Orion Group Holdings Inc |
Opened
114,590
|
$1,089,751,000 | 0.04% |
| CryoPort Inc |
Closed
53,144
|
$940,649,000 | |
| Quanta Svcs Inc |
Closed
3,424
|
$889,555,000 | |
| Alta Equipment Group Inc |
90.35%
74,828
|
$601,617,000 | 0.02% |
| Goosehead Ins Inc |
0.06%
10,133
|
$582,040,000 | 0.02% |
| Thredup Inc |
Closed
267,500
|
$535,000,000 | |
| Monolithic Pwr Sys Inc |
5.97%
504
|
$414,127,000 | 0.02% |
| AvePoint Inc |
Opened
36,823
|
$383,696,000 | 0.02% |
| Biomerica Inc. |
23.82%
860,456
|
$378,429,000 | 0.02% |
| Caribou Biosciences Inc |
Closed
73,192
|
$376,207,000 | |
| SoundThinking Inc |
87.10%
30,029
|
$365,753,000 | 0.01% |
| Dexcom Inc |
3.90%
2,958
|
$335,378,000 | 0.01% |
| Darling Ingredients Inc |
18.39%
8,886
|
$326,561,000 | 0.01% |
| Hudson Technologies, Inc. |
90.02%
34,030
|
$299,124,000 | 0.01% |
| Watts Water Technologies, Inc. |
Closed
1,113
|
$236,568,000 | |
| Shoals Technologies Group In |
93.97%
23,215
|
$144,862,000 | 0.01% |
| Research Solutions, Inc. |
9.94%
33,827
|
$86,259,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 208 holdings | |||