Granahan Investment Management, LLC Portfolio Holdings

Granahan Investment Management, LLC

  • $1.73 Billion
  • Q1 2025

Granahan Investment Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Porch Group, Inc. with a value of $85.5M, Genius Sports LTD with a value of $77.9M, Victory Capital Holdings, Inc. with a value of $60.6M, Sps Commerce Inc with a value of $53.6M, and Toast, Inc. with a value of $49.7M.

Examining the 13F form we can see an decrease of $396M in the current position value, from $2.12B to 1.73B.

Granahan Investment Management, LLC is based out at Waltham, MA

Below you can find more details about Granahan Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.73 Billion
Technology: $663 Million
Industrials: $312 Million
Healthcare: $236 Million
Consumer Cyclical: $181 Million
Communication Services: $133 Million
Financial Services: $112 Million
Consumer Defensive: $35.2 Million
Real Estate: $31.9 Million
Other: $23.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.16B
$85.5 Million 4.95% of portfolio
11,728,584
Q1 2025 Reduced 1.37%
$2.07B
$77.9 Million 4.51% of portfolio
7,785,387
Q1 2025 Reduced 2.24%
$4.39B
$60.6 Million 3.51% of portfolio
1,047,949
Q1 2025 Reduced 7.51%
$4.79B
$53.6 Million 3.1% of portfolio
403,668
Q1 2025 Added 33.26%
$14.2B
$49.7 Million 2.88% of portfolio
1,497,941
Q1 2025 Reduced 5.1%
$5.83B
$47.1 Million 2.73% of portfolio
1,560,944
Q1 2025 Reduced 4.72%
$2.64B
$47.1 Million 2.73% of portfolio
5,400,238
Q1 2025 Added 34.04%
$58.2B
$44.4 Million 2.57% of portfolio
84,333
Q1 2025 Reduced 47.84%
$13.4B
$42.2 Million 2.44% of portfolio
233,017
Q1 2025 Reduced 12.75%
$5.79B
$41 Million 2.38% of portfolio
1,897,509
Q1 2025 Reduced 5.55%
$5.85B
$38.2 Million 2.21% of portfolio
342,978
Q1 2025 Reduced 7.88%
$8.6B
$38.2 Million 2.21% of portfolio
378,982
Q1 2025 Added 715.47%
$436M
$35.7 Million 2.07% of portfolio
17,520,397
Q1 2025 Reduced 0.88%
$2.85B
$32.8 Million 1.9% of portfolio
954,921
Q1 2025 Added 108.46%
$989M
$32.3 Million 1.87% of portfolio
1,693,833
Q1 2025 Added 6.16%
$2.8B
$30.2 Million 1.75% of portfolio
2,649,990
Q1 2025 Reduced 26.66%
$32.8B
$27.5 Million 1.59% of portfolio
347,693
Q1 2025 Reduced 2.93%
$1.31B
$26.6 Million 1.54% of portfolio
1,063,717
Q1 2025 Added 4.04%
$3.49B
$26.5 Million 1.54% of portfolio
508,151
Q1 2025 Added 45.71%
$952M
$26.5 Million 1.54% of portfolio
1,594,267
Q1 2025 Added 8.33%
$19.1B
$22 Million 1.27% of portfolio
68,252
Q1 2025 New
$1.85B
$20.6 Million 1.2% of portfolio
336,573
Q1 2025 Reduced 3.26%
$714M
$20.5 Million 1.19% of portfolio
401,143
Q1 2025 Added 9.29%
$632M
$20.1 Million 1.16% of portfolio
1,432,701
Q1 2025 Reduced 12.35%
$1.83B
$19.9 Million 1.15% of portfolio
2,800,177
Q1 2025 Added 31.82%
$5.02B
$19.5 Million 1.13% of portfolio
238,142
Q1 2025 Reduced 54.16%
$26.4B
$19.4 Million 1.12% of portfolio
34,001
Q1 2025 Reduced 8.09%
$1.85B
$19.2 Million 1.11% of portfolio
1,361,305
Q1 2025 Reduced 5.23%
$10B
$18 Million 1.04% of portfolio
95,913
Q1 2025 Reduced 36.69%
$5.27B
$17.8 Million 1.03% of portfolio
232,146
Q1 2025 Added 120.83%
$3.94B
$17.5 Million 1.01% of portfolio
233,766
Q1 2025 Reduced 9.98%
$6.06B
$17.3 Million 1.0% of portfolio
620,627
Q1 2025 Added 5.34%
$489M
$16.4 Million 0.95% of portfolio
667,057
Q1 2025 Reduced 15.17%
$632M
$16.3 Million 0.94% of portfolio
3,346,836
Q1 2025 Added 20.29%
$640M
$15.9 Million 0.92% of portfolio
213,167
Q1 2025 Added 12.93%
$6.5B
$15.5 Million 0.9% of portfolio
842,880
Q1 2025 Added 18.54%
$7.21B
$15.3 Million 0.89% of portfolio
62,292
Q1 2025 Added 2.11%
$954M
$15.1 Million 0.87% of portfolio
686,822
Q1 2025 Reduced 20.7%
$9.49B
$14.6 Million 0.85% of portfolio
337,875
Q1 2025 Reduced 23.91%
$13.5B
$14.3 Million 0.83% of portfolio
187,802
Q1 2025 Reduced 10.29%
$17.3B
$14.3 Million 0.83% of portfolio
204,859
Q1 2025 Added 6.79%
$2.31B
$13.4 Million 0.78% of portfolio
216,047
Q1 2025 New
$6.86B
$12.9 Million 0.75% of portfolio
101,197
Q1 2025 Reduced 5.79%
$1.08B
$12.9 Million 0.75% of portfolio
1,361,830
Q1 2025 Reduced 62.93%
$7.65B
$12.8 Million 0.74% of portfolio
144,756
Q1 2025 Added 2.02%
$1.67B
$12.6 Million 0.73% of portfolio
360,949
Q1 2025 Reduced 0.45%
$2.31B
$11.4 Million 0.66% of portfolio
185,582
Q1 2025 Added 6.36%
$2.59B
$11.4 Million 0.66% of portfolio
843,499
Q1 2025 Added 28.64%
$994M
$11.3 Million 0.66% of portfolio
151,481
Q1 2025 Reduced 5.03%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $1.73 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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