StockDriftsStockDriftsTop 50 Granahan Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRCH | PORCH GROUP INC | 6.64% | 12.39M | $186.4M | -2.22%(-281.33K) | $8.36(+96.36%) | 2026-06-30 | |
| SIMO | SILICON MOTION TECHNOLOGY CO | 5.29% | 445.8K | $148.6M | +128.30%(+250.50K) | $156.18(+59.50%) | 2026-06-30 | |
| FPS | FORGENT POWER SOLUTIONS INC | 3.6% | 1.81M | $101.0M | -12.72%(-263.48K) | $29.27(+28.90%) | 2026-06-30 | |
| INDI | INDIE SEMICONDUCTOR INC | 3.11% | 19.42M | $87.2M | -4.26%(-863.95K) | $6.19(-33.12%) | 2026-06-30 | |
| VCTR | VICTORY CAP HLDGS INC DEL | 3.04% | 1.02M | $85.3M | -6.62%(-71.97K) | $28.71(+311.67%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 2.83% | 293.7K | $79.5M | -13.69%(-46.59K) | $147.26(+49.46%) | 2026-06-30 | |
| MRX | MAREX GROUP PLC | 2.72% | 1.25M | $76.4M | +2.50%(+30.53K) | $26.85(+178.89%) | 2026-06-30 | |
| MOD | MODINE MFG CO | 2.51% | 263.6K | $70.4M | -30.20%(-114.01K) | $125.32(+62.39%) | 2026-06-30 | |
| CRS | CARPENTER TECHNOLOGY CORP | 2.13% | 97.0K | $59.8M | -59.50%(-142.49K) | $102.60(+421.98%) | 2026-06-30 | |
| NXT | NEXTPOWER INC | 2.11% | 495.9K | $59.1M | +16.85%(+71.50K) | $68.97(+51.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.70% | -0.29% | -1.42% |
| Top 20 Holdings Unweighted | +14.84% | +51.44% | +0.88% | +4.46% |
Granahan Investment Management LLC reports $2.81B in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are PRCH (6.6%), SIMO (5.3%) and FPS (3.6%). The top 20 holdings account for 51.33% of reported assets. Its disclosed equity book has returned +45.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Granahan Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1026710). View Granahan Investment Management LLC’s 13F filings on SEC