Granahan Investment Management, LLC
CIK: 1026710SEC EDGAR →
Portfolio Value
$1.4T
Holdings
149
As of
Q1 2026
New Positions
149
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PORCH GROUP INC | 12,674,987 | $90.9B | 6.36% |
| 2 | VICTORY CAP HLDGS INC DEL | 1,087,315 | $71.2B | 4.98% |
| 3 | INDIE SEMICONDUCTOR INC | 20,283,839 | $65.3B | 4.57% |
| 4 | — FORGENT POWER SOLUTIONS INC | 2,071,084 | $60.6B | 4.24% |
| 5 | MAREX GROUP PLC | 1,223,750 | $54.6B | 3.82% |
| 6 | KURA SUSHI USA INC | 607,917 | $42.4B | 2.97% |
| 7 | KORNIT DIGITAL LTD | 2,298,471 | $33.7B | 2.36% |
| 8 | LIFE TIME GROUP HOLDINGS INC | 1,200,483 | $32.3B | 2.26% |
| 9 | TTM TECHNOLOGIES INC | 327,434 | $31.9B | 2.23% |
| 10 | FIGURE TECHNOLOGY SOLUTIO | 935,400 | $31.8B | 2.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 39 | $422.8B | 29.6% |
| Healthcare | 44 | $249.7B | 17.5% |
| Industrials | 27 | $199.9B | 14.0% |
| Financial Services | 9 | $196.8B | 13.8% |
| Consumer Cyclical | 11 | $141.7B | 9.9% |
| Unknown | 10 | $130.2B | 9.1% |
| Communication Services | 2 | $54.2B | 3.8% |
| Consumer Defensive | 2 | $15.6B | 1.1% |
| Basic Materials | 2 | $6.7B | 0.5% |
| Real Estate | 1 | $6.5B | 0.5% |
| Energy | 2 | $5.8B | 0.4% |