SEC 13F Intelligence

Managers / Q1 2026

Granahan Investment Management, LLC

CIK 0001026710 · 404 WYMAN STREET, SUITE 460, WALTHAM, MA, 02451 · 7818904412

Reported Value
$2.1B
Q1 2026
Positions
149
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Granahan Investment Management, LLC reported $2.1B in U.S.-listed holdings across 149 positions for Q1 2026.

Its largest position, CRS, represents 4.6% of the portfolio.

Compared with Q4 2025, the fund opened 17 new positions and exited 25.

Portfolio Metrics

Turnover
+18.4%
vs prior filed quarter
Top-10 Concentration
+33.7%
share of reported value
Largest Position
+4.6%
Carpenter Technology
New / Exited
17 / 25
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.9BQ2 ’19: $2.0BQ3 ’19: $1.8BQ4 ’19: $2.2BQ4 ’19Q1 ’20: $1.9BQ2 ’20: $2.8BQ3 ’20: $2.9BQ4 ’20: $4.5BQ4 ’20Q1 ’21: $4.7BQ2 ’21: $5.4BQ3 ’21: $5.3BQ4 ’21: $4.9BQ4 ’21Q1 ’22: $4.0BQ2 ’22: $2.9BQ3 ’22: $3.1BQ4 ’22: $3.3BQ4 ’22Q1 ’23: $3.3BQ2 ’23: $3.2BQ3 ’23: $2.8BQ4 ’23: $3.0BQ4 ’23Q1 ’24: $2.8BQ2 ’24: $2.5BQ3 ’24: $2.5BQ4 ’24: $2.4BQ4 ’24Q1 ’25: $2.0BQ2 ’25: $2.5BQ3 ’25: $2.4BQ4 ’25: $2.3BQ4 ’25Q1 ’26: $2.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 83.1%Other: 15.8%ADR: 1.1%
  • Common Stock · 83.1% · $1.7B
  • Other · 15.8% · $327M
  • ADR · 1.1% · $22M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FPS1EURFORGENT POWER SOLUTIONS INCNEW+2.07M2.07M+$61M$61M
YSSYORK SPACE SYSTEMS INCNEW+967.6K967.6K+$21M$21M
LASRNLIGHT INCNEW+185.3K185.3K+$11M$11M
JPXAEROVIRONMENT INCNEW+40.7K40.7K+$7M$7M
LIFEETHOS TECHNOLOGIES INCNEW+580.6K580.6K+$6M$6M
CALYCALLAWAY GOLF CONEW+422.9K422.9K+$6M$6M
RDNTRADNET INCNEW+104.3K104.3K+$6M$6M
RG6ROGERS CORPNEW+32.9K32.9K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1CRSCARPENTER TECHNOLOGY CORPhistory →COM4.57%$94M239.5K
2PRCHPORCH GROUP INChistory →COM4.40%$91M12.67M
3FTAI AVIATION LTDSHS4.03%$83M340.3K
4MODMODINE MFG COhistory →COM3.96%$82M377.6K
5VCTRVICTORY CAP HLDGS INC DELhistory →COM CL A3.44%$71M1.09M
6INDIINDIE SEMICONDUCTOR INChistory →CLASS A COM3.16%$65M20.28M
7FPS1EURFORGENT POWER SOLUTIONS INChistory →COM SHS CL A2.93%$61M2.07M
8MAREX GROUP PLCORD2.64%$55M1.22M
9NXTNEXTPOWER INChistory →CLASS A COM2.47%$51M424.4K
10KRUSKURA SUSHI USA INChistory →CL A COM2.05%$42M607.9K
11ONTOONTO INNOVATION INChistory →COM1.97%$41M198.7K
12AXONAXON ENTERPRISE INChistory →COM1.86%$39M90.7K
13FIXCOMFORT SYS USA INChistory →COM1.74%$36M26.0K
14KORNIT DIGITAL LTDSHS1.63%$34M2.30M
15LTHLIFE TIME GROUP HOLDINGS INChistory →COMMON STOCK1.56%$32M1.20M
16TTMITTM TECHNOLOGIES INChistory →COM1.54%$32M327.4K
17FIGRFIGURE TECHNOLOGY SOLUTIOhistory →COM CL A1.54%$32M935.4K
18MGNIMAGNITE INChistory →COM1.47%$30M2.55M
19QXOQXO INChistory →COM NEW1.42%$29M1.51M
20SMTCSEMTECH CORPhistory →COM1.38%$28M370.6K
21CAVACAVA GROUP INChistory →COM1.19%$25M303.9K
22RMBS*RAMBUS INC DELhistory →COM1.17%$24M280.2K
23SPORTRADAR GROUP AGCLASS A ORD SHS1.17%$24M1.44M
24CELLEBRITE DI LTDORDINARY SHARES1.16%$24M1.74M
25GENIUS SPORTS LIMITEDSHARES CL A1.15%$24M5.38M
26SIBNSI BONE INChistory →COM1.06%$22M1.74M
27SIMOSILICON MOTION TECHNOLOGY COhistory →SPONSORED ADR1.06%$22M195.3K
28YSSYORK SPACE SYSTEMS INChistory →COM1.04%$21M967.6K
29RBCRBC BEARINGS INChistory →COM1.01%$21M38.5K
30MTRNMATERION CORPhistory →COM1.01%$21M144.5K
31APPSDIGITAL TURBINE INChistory →COM NEW0.99%$20M7.11M
32CWSTCASELLA WASTE SYS INChistory →CL A0.96%$20M250.3K
33GATES INDL CORP PLCORD SHS0.85%$18M774.6K
34GLOBAL E ONLINE LTDSHS0.82%$17M547.0K
35ARLOARLO TECHNOLOGIES INChistory →COM0.80%$17M1.17M
36ZETAZETA GLOBAL HOLDINGS CORPhistory →CL A0.79%$16M1.02M
37TCBITEXAS CAP BANCSHARES INChistory →COM0.79%$16M171.4K
38AMRCAMERESCO INChistory →CL A0.78%$16M630.1K
39LEUCENTRUS ENERGY CORPhistory →CL A0.75%$16M89.7K
40KIDSORTHOPEDIATRICS CORPhistory →COM0.69%$14M896.7K
41UAOSTERLING INFRASTRUCTURE INChistory →COM0.68%$14M34.3K
42SHARKNINJA INCCOM SHS0.67%$14M131.7K
43COMPCOMPASS INChistory →CL A0.67%$14M1.89M
44BLFSBIOLIFE SOLUTIONS INChistory →COM NEW0.67%$14M722.1K
45ALHCALIGNMENT HEALTHCARE INChistory →COM0.67%$14M780.5K
46UMACUNUSUAL MACHS INChistory →COM SHS0.61%$13M1.02M
47AIPARTERIS INChistory →COM0.57%$12M713.1K
48FWRGFIRST WATCH RESTAURANT GROUPhistory →COM0.55%$11M1.09M
49DAVEDAVE INChistory →CLASS A COM NEW0.55%$11M65.5K
50IRTCIRHYTHM HOLDINGS INChistory →COM0.55%$11M96.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.1B149May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.3B157Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.4B146Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.5B153Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.0B159May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.4B180Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.5B187Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B180Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.8B181May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.0B180Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.8B183Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.2B175Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.3B165May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.3B170Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.1B176Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.9B172Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$4.0B178May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$4.9B186Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.3B193Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.4B193Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.7B191May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.5B192Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.9B180Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.8B191Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.9B184May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.2B182Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.8B181Nov 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.0B184Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.9B189May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.4B193Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.