Granahan Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Waltham, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$2,806,359
Net value change ($000)
+739,017 (35.7%)
New positions
22
Sold out positions
21
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SIMO 126,658 577.7%
PRCH 95,521 105.1%
LGND 41,713 864.5%
FPS 40,352 66.6%
RGEN 35,090 342.5%
GNRC 33,397 1294.0%
TWST 32,395 NEW
MGNI 28,184 92.9%
APPS 24,591 120.0%
CWST 22,451 113.1%
Top Reduces (Value $000, Stocks/ETFs)
FIX -35,891 -100.0%
CRS -34,565 -36.6%
SMTC -28,499 -100.0%
SRAD -24,100 -100.0%
AMRC -15,415 -95.9%
RMBS -15,317 -63.5%
LEU -14,075 -90.4%
STRL -13,982 -100.0%
COMP -13,782 -100.0%
MOD -11,448 -14.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type