Granahan Investment Management, LLC
CIK 1026710
13F filing for Q2 2026・No. 1,338
- Holdings
- US$2.81B
- Quarter change
- +US$739.02M
- Entries
- 150
- Net bought (estimate)
- +US$52.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 21
- Cut 59
- Added 68
- Corporate actions 0
- Unchanged 1
Largest holdings
150 stocks worth US$2.81B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PORCH GROUP INCCOM | Cut | 12,393,660 | US$186.4M | 6.64% |
| SILICON MOTION TECHNOLOGY COSPONSORED ADR | Added | 445,752 | US$148.58M | 5.29% |
| FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A | Cut | 1,807,608 | US$100.97M | 3.60% |
| INDIE SEMICONDUCTOR INCCLASS A COM | Cut | 19,419,892 | US$87.2M | 3.11% |
| VICTORY CAP HLDGS INC DELCOM CL A | Cut | 1,015,343 | US$85.35M | 3.04% |
| FTAIFTAI AVIATION LTDSHS | Cut | 293,722 | US$79.46M | 2.83% |
| 9666699DMAREX GROUP PLCORD | Added | 1,254,283 | US$76.45M | 2.72% |
| MODMODINE MFG COCOM | Cut | 263,572 | US$70.38M | 2.51% |
| CRSCARPENTER TECHNOLOGY CORPCOM | Cut | 96,981 | US$59.82M | 2.13% |
| NXTNEXTPOWER INCCLASS A COM | Added | 495,938 | US$59.09M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.