GRANAHAN INVESTMENT MANAGEMENT INC/MA Portfolio Holdings
Q3 2025•146 long positions•$2.4B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding172 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Application Technology | $161.7M 6.62% | -$33.5M Sold | 9.24% 9.6M shares | 11.6M → 9.6M −$33.5M | -17.15% | $1.7B Small Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $98.8M 4.04% | -$4.4M Sold | 3.35% 8.0M shares | 8.3M → 8.0M −$4.4M | -4.31% | $3.0B Mid Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $93.9M 3.84% | +$9.4M Bought | 2.7% 1.5M shares | 1.4M → 1.5M +$9.4M | +11.15% | $3.5B Mid Cap | Q3 2023 Held for 2y 2m | |
Advertising Agencies Communication Services | $84.4M 3.45% | +$5.0M Bought | 2.72% 3.9M shares | 3.6M → 3.9M +$5.0M | +6.32% | $3.1B Mid Cap | Q4 2018 Held for 6y 11m | |
Asset Management Financial Services | $77.6M 3.18% | +$211.1K Bought | 1.79% 1.2M shares | 1.2M → 1.2M +$211.1K | +0.27% | $4.3B Mid Cap | Q1 2018 Held for 7y 8m | |
Engineering & Construction Industrials | $76.6M 3.13% | +$19.9M Bought | 0.263% 92.8K shares | 68.6K → 92.8K +$19.9M | +35.21% | $29.1B Large Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $71.1M 2.91% | -$8.2M Sold | 8.8% 17.5M shares | 19.5M → 17.5M −$8.2M | -10.33% | $808.1M Small Cap | Q3 2022 Held for 3y 2m | |
Manufacturing - Metal Fabrication Industrials | $66.2M 2.71% | +$9.3M Bought | 0.54% 269.4K shares | 231.7K → 269.4K +$9.3M | +16.3% | $12.2B Large Cap | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $55.6M 2.28% | -$4.4M Sold | 0.099% 77.5K shares | 83.6K → 77.5K −$4.4M | -7.4% | $56.3B Large Cap | Q1 2014 Held for 11y 8m | |
Uranium Energy | $52.3M 2.14% | -$11.8M Sold | 0.926% 168.7K shares | 206.7K → 168.7K −$11.8M | -18.41% | $5.6B Mid Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $50.9M 2.09% | -$10.9M Sold | 0.64% 1.9M shares | 2.3M → 1.9M −$10.9M | -17.61% | $8.0B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $48.7M 1.99% | +$44.7M Bought | 1.08% 2.6M shares | 217.6K → 2.6M +$44.7M | +1,108.47% | $4.5B Mid Cap | Q1 2024 Held for 1y 8m | |
Leisure Consumer Cyclical | $46.7M 1.91% | +$634.4K Bought | 0.77% 1.7M shares | 1.7M → 1.7M +$634.4K | +1.38% | $6.1B Mid Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $45.8M 1.88% | -$25.0M Sold | 0.739% 641.5K shares | 991.6K → 641.5K −$25.0M | -35.31% | $6.2B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $45.2M 1.85% | -$13.7M Sold | 0.212% 1.2M shares | 1.6M → 1.2M −$13.7M | -23.24% | $21.3B Large Cap | Q2 2022 Held for 3y 5m | |
Rental & Leasing Services Industrials | $44.6M 1.83% | +$23.8M Bought | 0.261% 267.4K shares | 124.9K → 267.4K +$23.8M | +114.08% | $17.1B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $43.7M 1.79% | +$10.3M Bought | 0.72% 1.2M shares | 933.3K → 1.2M +$10.3M | +30.84% | $6.1B Mid Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $41.3M 1.69% | +$2.5M Bought | 1.05% 396.8K shares | 372.4K → 396.8K +$2.5M | +6.54% | $3.9B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $39.9M 1.63% | +$22.2M Bought | 5.55% 671.0K shares | 297.7K → 671.0K +$22.2M | +125.43% | $718.5M Small Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $38.6M 1.58% | +$2.8M Bought | 0.862% 4.8M shares | 4.5M → 4.8M +$2.8M | +7.78% | $4.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $36.6M 1.5% | +$15.9M Bought | 5.27% 5.7M shares | 3.2M → 5.7M +$15.9M | +77.2% | $693.6M Small Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $35.5M 1.45% | -$34.4M Sold | 1.45% 1.1M shares | 2.1M → 1.1M −$34.4M | -49.21% | $2.5B Mid Cap | Q2 2024 Held for 1y 5m | |
Medical - Healthcare Information Services Healthcare | $32.5M 1.33% | +$1.8M Bought | 2.3% 1.4M shares | 1.3M → 1.4M +$1.8M | +5.97% | $1.4B Small Cap | Q3 2022 Held for 3y 2m | |
Solar Energy | $30.7M 1.26% | +$21.1M Bought | 0.281% 415.2K shares | 129.8K → 415.2K +$21.1M | +219.84% | $10.9B Large Cap | Q1 2024 Held for 1y 8m | |
Engineering & Construction Industrials | $29.9M 1.22% | +$15.5M Bought | 1.69% 890.1K shares | 427.2K → 890.1K +$15.5M | +108.35% | $1.8B Small Cap | Q2 2021 Held for 4y 5m | |
Waste Management Industrials | $29.8M 1.22% | +$183.7K Bought | 0.495% 314.3K shares | 312.4K → 314.3K +$183.7K | +0.62% | $6.0B Mid Cap | Q2 2018 Held for 7y 5m | |
Aerospace & Defense Industrials | $28.2M 1.15% | -$2.9M Sold | 0.456% 2.9M shares | 3.2M → 2.9M −$2.9M | -9.33% | $6.2B Mid Cap | Q4 2024 Held for 11 months | |
Auto - Parts Consumer Cyclical | $26.6M 1.09% | +$11.5M Bought | 0.356% 186.9K shares | 106.1K → 186.9K +$11.5M | +76.16% | $7.5B Mid Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $26.4M 1.08% | +$1.7M Bought | 4.25% 2.0M shares | 1.8M → 2.0M +$1.7M | +6.87% | $620.6M Small Cap | Q3 2015 Held for 10y 2m | |
Restaurants Consumer Cyclical | $26.1M 1.07% | +$316.0K Bought | 2.73% 1.7M shares | 1.6M → 1.7M +$316.0K | +1.23% | $954.4M Small Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $24.9M 1.02% | +$15.9M Bought | 0.486% 381.5K shares | 138.0K → 381.5K +$15.9M | +176.5% | $5.1B Mid Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $24.8M 1.02% | +$11.3M Bought | 0.222% 238.4K shares | 130.1K → 238.4K +$11.3M | +83.3% | $11.2B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $24.7M 1.01% | +$9.8M Bought | 0.523% 1.2M shares | 752.8K → 1.2M +$9.8M | +65.31% | $4.7B Mid Cap | Q2 2021 Held for 4y 5m | |
Real Estate - Services Real Estate | $22.8M 0.933% | -$2.6M Sold | 0.064% 270.2K shares | 300.9K → 270.2K −$2.6M | -10.22% | $35.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $20.3M 0.833% | -$13.2M Sold | 0.251% 215.9K shares | 355.6K → 215.9K −$13.2M | -39.27% | $8.1B Mid Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $19.7M 0.806% | +$7.4M Bought | — 207.8K shares | 130.1K → 207.8K +$7.4M | +59.7% | — — | Q2 2025 Held for 5 months | |
Manufacturing - Tools & Accessories Industrials | $17.9M 0.733% | -$6.3M Sold | 0.145% 45.9K shares | 62.0K → 45.9K −$6.3M | -26.03% | $12.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Electrical Equipment & Parts Industrials | $17.4M 0.714% | +$471.5K Bought | 0.804% 1.7M shares | 1.7M → 1.7M +$471.5K | +2.78% | $2.2B Mid Cap | Q3 2021 Held for 4y 2m | |
Industrial - Machinery Industrials | $16.9M 0.693% | -$6.1M Sold | 0.265% 682.3K shares | 928.2K → 682.3K −$6.1M | -26.49% | $6.4B Mid Cap | Q2 2024 Held for 1y 5m | |
Industrial - Distribution Industrials | $16.7M 0.685% | -$3.4K Sold | 2.45% 228.6K shares | 228.6K → 228.6K −$3.4K | -0.02% | $682.2M Small Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $16.7M 0.683% | +$16.7M New | — 458.6K shares | 0 → 458.6K +$16.7M | New | — — | Q3 2025 Held for 2 months | |
Packaged Foods Consumer Defensive | $16.0M 0.655% | -$5.4M Sold | 2.31% 2.7M shares | 3.6M → 2.7M −$5.4M | -25.17% | $692.6M Small Cap | Q3 2023 Held for 2y 2m | |
Medical - Diagnostics & Research Healthcare | $15.4M 0.631% | -$2.2M Sold | 0.149% 281.9K shares | 322.5K → 281.9K −$2.2M | -12.59% | $10.4B Large Cap | Q3 2024 Held for 1y 2m | |
Medical - Devices Healthcare | $15.3M 0.627% | -$3.3M Sold | 2.41% 1.0M shares | 1.3M → 1.0M −$3.3M | -17.77% | $635.0M Small Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $15.2M 0.624% | -$4.7M Sold | 0.287% 196.8K shares | 257.1K → 196.8K −$4.7M | -23.44% | $5.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $14.4M 0.588% | -$1.0M Sold | 0.371% 169.8K shares | 181.9K → 169.8K −$1.0M | -6.68% | $3.9B Mid Cap | Q3 2015 Held for 10y 2m | |
Medical - Devices Healthcare | $14.1M 0.577% | -$3.8M Sold | 3.03% 760.0K shares | 966.8K → 760.0K −$3.8M | -21.4% | $464.6M Small Cap | Q1 2019 Held for 6y 8m | |
Household & Personal Products Consumer Defensive | $13.1M 0.536% | +$1.4M Bought | 0.174% 98.8K shares | 88.1K → 98.8K +$1.4M | +12.16% | $7.5B Mid Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $12.9M 0.527% | +$3.8M Bought | 0.159% 178.2K shares | 125.0K → 178.2K +$3.8M | +42.57% | $8.1B Mid Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $12.9M 0.527% | -$1.5M Sold | 0.064% 173.1K shares | 193.0K → 173.1K −$1.5M | -10.33% | $20.0B Large Cap | Q3 2016 Held for 9y 2m |
