Granahan Investment Management, LLC Top Holdings and 13F Report (2024) About Granahan Investment Management, LLCInvestment ActivityGranahan Investment Management, LLC has $2.54 billion in total holdings as of September 30, 2024.Granahan Investment Management, LLC owns shares of 187 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 13.28% of the portfolio was purchased this quarter.About 21.06% of the portfolio was sold this quarter.This quarter, Granahan Investment Management, LLC has purchased 180 new stocks and bought additional shares in 57 stocks.Granahan Investment Management, LLC sold shares of 106 stocks and completely divested from 17 stocks this quarter.Largest Holdings Evolent Health $98,748,585Axon Enterprise $93,898,807ZETA GLOBAL HOLDINGS CORP $85,469,781indie Semiconductor $71,059,841Toast $64,573,043 Largest New Holdings this Quarter Exact Sciences $27,945,617 HoldingStepStone Group $13,317,144 HoldingRepligen $13,134,109 HoldingSportradar Group $13,062,657 HoldingQXO INC $10,381,517 Holding Largest Purchases this Quarter Exact Sciences 410,241 shares (about $27.95M)ACV Auctions 899,121 shares (about $18.28M)Kura Sushi USA 216,876 shares (about $17.47M)HubSpot 28,846 shares (about $15.33M)SharkNinja 134,979 shares (about $14.67M) Largest Sales this Quarter ZETA GLOBAL HOLDINGS CORP 2,836,275 shares (about $84.61M)Smartsheet 354,831 shares (about $19.64M)Sprout Social 672,623 shares (about $19.55M)Castle Biosciences 633,721 shares (about $18.07M)Magnite 1,229,431 shares (about $17.03M) 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 PortfolioSectorEVHEvolent Health$98,748,585$13,003,964 ▲15.2%3,491,8173.9%Computer and TechnologyAXONAxon Enterprise$93,898,807$4,618,177 ▼-4.7%234,9823.7%AerospaceZETA GLOBAL HOLDINGS CORP$85,469,781$84,606,083 ▼-49.7%2,865,2293.4%CL AINDIindie Semiconductor$71,059,841$2,325,500 ▼-3.2%17,809,4842.8%Computer and TechnologyTOSTToast$64,573,043$1,094,351 ▲1.7%2,280,9272.5%Computer and TechnologyVCTRVictory Capital$63,682,688$1,783,271 ▼-2.7%1,149,5072.5%FinanceGENIGenius Sports$61,927,682$16,218,914 ▼-20.8%7,898,9392.4%Computer and TechnologyMGNIMagnite$55,409,958$17,027,619 ▼-23.5%4,000,7192.2%Computer and TechnologyODDITY TECH LTD$53,572,671$12,804,256 ▲31.4%1,326,7132.1%SHS CL ASPSCSPS Commerce$53,133,844$4,461,832 ▼-7.7%273,6462.1%Business ServicesCRSCarpenter Technology$49,765,502$13,037,367 ▼-20.8%311,8532.0%Basic MaterialsFOURShift4 Payments$46,677,138$6,243,642 ▼-11.8%526,8301.8%Business ServicesKRNTKornit Digital$43,346,196$8,062,277 ▲22.8%1,677,8091.7%Industrial ProductsCWSTCasella Waste Systems$38,944,863$12,712,335 ▲48.5%391,4451.5%Industrial ProductsLTHLife Time Group$38,569,974$9,206,291 ▼-19.3%1,579,4421.5%Consumer DiscretionaryGLOBGlobant$38,517,822$166,636 ▲0.4%194,3971.5%Computer and TechnologySPTSprout Social$35,467,667$19,553,150 ▼-35.5%1,220,0781.4%Computer and TechnologySMARSmartsheet$33,289,241$19,643,444 ▼-37.1%601,3231.3%Computer and TechnologyPHRPhreesia$33,174,195$6,173,697 ▲22.9%1,455,6471.3%MedicalMAREX GROUP PLC$29,126,105$955,783 ▼-3.2%1,233,1121.1%ORDEXASExact Sciences$27,945,617$27,945,617 ▲New Holding410,2411.1%MedicalCSGPCoStar Group$27,409,766$4,533,491 ▼-14.2%363,3321.1%Computer and TechnologyKIDSOrthoPediatrics$27,388,121$314,178 ▲1.2%1,010,2591.1%MedicalPCTYPaylocity$26,139,167$7,169,431 ▼-21.5%158,4481.0%Computer and TechnologyCOMPCompass$26,136,399$3,591,605 ▼-12.1%4,277,6431.0%Computer and TechnologyKRUSKura Sushi USA$25,411,041$17,471,531 ▲220.1%315,4301.0%Retail/WholesaleGTLSChart Industries$24,630,742$1,124,833 ▲4.8%198,4111.0%Industrial ProductsHUBSHubSpot$24,380,239$15,334,533 ▲169.5%45,8621.0%Computer and TechnologyWSCWillScot Mobile Mini$23,420,138$2,230,282 ▼-8.7%622,8760.9%FinanceSIBNSI-BONE$23,155,158$1,492,994 ▼-6.1%1,656,3060.9%MedicalTCBITexas Capital Bancshares$22,820,251$1,688,243 ▼-6.9%319,3430.9%FinancePSNParsons$21,589,908$429,443 ▼-2.0%208,2360.8%Business ServicesVERXVertex$21,157,895$8,828,302 ▼-29.4%549,4130.8%Computer and TechnologyACVAACV Auctions$20,698,054$18,279,130 ▲755.7%1,018,1040.8%Retail/WholesaleVKTXViking Therapeutics$20,593,920$3,381,450 ▼-14.1%325,2870.8%MedicalRBCRBC Bearings$18,618,143$3,828,471 ▲25.9%62,1890.7%Industrial ProductsCOCOVita Coco$18,583,590$2,461,215 ▼-11.7%656,4320.7%Consumer StaplesSEATVivid Seats$17,811,745$1,576,045 ▼-8.1%4,813,9850.7%Business ServicesCHEFChefs' Warehouse$17,189,904$11,543,046 ▼-40.2%409,1860.7%Consumer StaplesSNSharkNinja$16,613,606$14,673,567 ▲756.4%152,8250.7%Retail/WholesaleBLFSBioLife Solutions$16,492,195$7,183,725 ▼-30.3%658,6340.6%MedicalFWRGFirst Watch Restaurant Group$16,087,547$5,580,884 ▲53.1%1,031,2530.6%Retail/WholesaleINSMInsmed$15,866,185$3,060,890 ▼-16.2%217,3450.6%MedicalPRCHPorch Group$15,340,429$159,792 ▲1.1%9,993,7650.6%Computer and TechnologyMTRNMaterion$15,290,703$6,426,693 ▼-29.6%136,6950.6%Basic MaterialsEVEREverQuote$15,151,204$1,627,895 ▼-9.7%718,4070.6%FinancePTLOPortillo's$14,980,957$2,925,563 ▼-16.3%1,112,1720.6%Retail/WholesaleMEGMontrose Environmental Group$14,624,299$1,913,509 ▲15.1%556,0570.6%Business ServicesCYBRCyberArk Software$14,333,215$2,612,534 ▼-15.4%49,1520.6%Computer and TechnologyQTRXQuanterix$14,290,098$348,106 ▼-2.4%1,102,6310.6%MedicalSTKLSunOpta$13,989,617$3,592,801 ▼-20.4%2,192,7300.6%Consumer StaplesCCOICogent Communications$13,852,895$851,367 ▲6.5%182,4670.5%Computer and TechnologyEWTXEdgewise Therapeutics$13,662,744$5,306,452 ▼-28.0%511,9050.5%MedicalLOVELovesac$13,661,982$5,703,728 ▼-29.5%476,8580.5%Retail/WholesaleGWREGuidewire Software$13,526,767$3,780,272 ▼-21.8%73,9410.5%Computer and TechnologyBELFBBel Fuse$13,377,790$1,326,348 ▼-9.0%170,3960.5%Computer and TechnologySTEPStepStone Group$13,317,144$13,317,144 ▲New Holding234,3330.5%FinanceRGENRepligen$13,134,109$13,134,109 ▲New Holding88,2550.5%MedicalSRADSportradar Group$13,062,657$13,062,657 ▲New Holding1,078,6670.5%Consumer DiscretionarySNDXSyndax Pharmaceuticals$12,796,726$1,354,796 ▲11.8%664,7650.5%MedicalSGSweetgreen$12,728,323$8,698,686 ▲215.9%359,0500.5%Retail/WholesaleKINIKSA PHARMACEUTICALS INTL$12,679,151$1,533,536 ▼-10.8%507,3690.5%ORD SHS CL ACMCOColumbus McKinnon$12,676,644$3,220,380 ▼-20.3%352,1290.5%Industrial ProductsGTESGates Industrial$12,537,913$469,656 ▼-3.6%714,4110.5%Industrial ProductsNTNXNutanix$12,428,399$2,114,514 ▼-14.5%209,7620.5%Computer and TechnologyBPMCBlueprint Medicines$12,131,005$794,205 ▼-6.1%131,1460.5%MedicalCSTLCastle Biosciences$12,127,274$18,073,722 ▼-59.8%425,2200.5%MedicalREDDIT INC$11,983,926$261,505 ▼-2.1%181,7950.5%CL AENVXEnovix$11,532,089$4,152,405 ▲56.3%1,234,6990.5%Oils/EnergyCFLTConfluent$11,174,558$1,884,824 ▲20.3%548,3100.4%Business ServicesWKWorkiva$11,051,956$7,514,422 ▼-40.5%139,6860.4%Computer and TechnologyNTRANatera$11,038,176$640,336 ▼-5.5%86,9490.4%MedicalKNFKnife River$10,624,627$2,265,947 ▲27.1%118,8570.4%ConstructionVCYTVeracyte$10,619,833$958,771 ▼-8.3%311,9810.4%MedicalSKXSkechers U.S.A.$10,490,513$1,060,816 ▲11.2%156,7620.4%Consumer DiscretionaryQXO INC$10,381,517$10,381,517 ▲New Holding658,3080.4%COM NEWPTCPTC$10,374,581$1,526,396 ▼-12.8%57,4260.4%Computer and TechnologyTRNSTranscat$9,827,538$9,827,538 ▲New Holding81,3740.4%Computer and TechnologyQLYSQualys$9,769,383$64,230 ▲0.7%76,0500.4%Computer and TechnologyTMDXTransMedics Group$9,705,269$1,537,344 ▼-13.7%61,8170.4%MedicalVECOVeeco Instruments$9,666,141$7,408,265 ▼-43.4%291,7640.4%Computer and TechnologyPROPROS$9,418,920$299,857 ▼-3.1%508,5810.4%Computer and TechnologyKROSKeros Therapeutics$9,356,819$938,063 ▲11.1%161,1300.4%MedicalFROGJFrog$9,316,758$1,555,440 ▲20.0%320,8250.4%Computer and TechnologySMTCSemtech$9,245,785$3,888,086 ▲72.6%202,4920.4%Computer and TechnologyFOXFFox Factory$9,054,678$5,487,504 ▲153.8%218,1850.4%Auto/Tires/TrucksMODGTopgolf Callaway Brands$8,762,117$2,284,587 ▼-20.7%798,0070.3%Consumer DiscretionaryMODModine Manufacturing$8,761,883$5,681,819 ▼-39.3%65,9830.3%Auto/Tires/TrucksMLTXMoonLake Immunotherapeutics$8,704,206$5,597,376 ▼-39.1%172,6340.3%MedicalBFAMBright Horizons Family Solutions$8,641,257$7,293,907 ▼-45.8%61,6660.3%Business ServicesPARPAR Technology$8,407,066$108,847 ▲1.3%161,4260.3%Computer and TechnologyHCATHealth Catalyst$8,404,412$83,435 ▼-1.0%1,032,4830.3%MedicalPLRXPliant Therapeutics$8,275,805$2,732,964 ▼-24.8%738,2520.3%MedicalVRNSVaronis Systems$8,262,108$3,382,768 ▼-29.0%146,2320.3%Computer and TechnologyPSTGPure Storage$8,047,192$1,812,609 ▼-18.4%160,1750.3%Computer and TechnologySTOKStoke Therapeutics$7,926,681$572,333 ▲7.8%644,9700.3%MedicalXENEXenon Pharmaceuticals$7,908,527$995,628 ▼-11.2%200,8770.3%MedicalCRVLCorVel$7,783,578$949,942 ▼-10.9%23,8110.3%Business ServicesZYMEZymeworks$7,699,463$1,556,175 ▼-16.8%613,5030.3%MedicalPOWIPower Integrations$7,505,887$650,497 ▼-8.0%117,0600.3%Computer and TechnologyShowing largest 100 holdings. 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