Granahan Investment Management, LLC Portfolio Holdings

Granahan Investment Management, LLC

  • $2.11 Billion
  • Q3 2025

Granahan Investment Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Porch Group, Inc. with a value of $162M, Genius Sports LTD with a value of $98.8M, Magnite, Inc. with a value of $84.4M, Victory Capital Holdings, Inc. with a value of $77.6M, and Comfort Systems Usa Inc with a value of $76.6M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $2.1B to 2.11B.

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 $2.11 Billion
Technology: $827 Million
Industrials: $406 Million
Healthcare: $224 Million
Consumer Cyclical: $221 Million
Communication Services: $190 Million
Financial Services: $127 Million
Energy: $52.3 Million
Consumer Defensive: $33.4 Million
Other: $34.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$162 Million 7.66% of portfolio
9,636,692
Q3 2025 Reduced 17.15%
$1.93B
$98.8 Million 4.67% of portfolio
7,977,172
Q3 2025 Reduced 4.31%
$1.88B
$84.4 Million 3.99% of portfolio
3,873,179
Q3 2025 Added 6.32%
$4.34B
$77.6 Million 3.67% of portfolio
1,198,560
Q3 2025 Added 0.27%
$32.5B
$76.6 Million 3.62% of portfolio
92,772
Q3 2025 Added 35.21%
$461M
$71.1 Million 3.36% of portfolio
17,474,795
Q3 2025 Reduced 10.33%
$16B
$66.2 Million 3.13% of portfolio
269,437
Q3 2025 Added 16.3%
$39.4B
$55.6 Million 2.63% of portfolio
77,451
Q3 2025 Reduced 7.4%
$3.44B
$52.3 Million 2.47% of portfolio
168,660
Q3 2025 Reduced 18.41%
$4.61B
$50.9 Million 2.41% of portfolio
1,893,741
Q3 2025 Reduced 17.61%
$3.5B
$48.7 Million 2.3% of portfolio
2,629,299
Q3 2025 Added 1,108.47%
$4.93B
$46.7 Million 2.21% of portfolio
1,693,195
Q3 2025 Added 1.38%
$4.16B
$45.8 Million 2.17% of portfolio
641,492
Q3 2025 Reduced 35.31%
$11.6B
$45.2 Million 2.14% of portfolio
1,237,612
Q3 2025 Reduced 23.24%
$5.55B
$43.7 Million 2.07% of portfolio
1,221,221
Q3 2025 Added 30.84%
$2.94B
$41.3 Million 1.95% of portfolio
396,780
Q3 2025 Added 6.54%
$3.88B
$38.6 Million 1.83% of portfolio
4,806,314
Q3 2025 Added 7.78%
$499M
$36.6 Million 1.73% of portfolio
5,713,937
Q3 2025 Added 77.2%
$1.14B
$32.5 Million 1.54% of portfolio
1,380,626
Q3 2025 Added 5.97%
$1.09B
$29.9 Million 1.41% of portfolio
890,072
Q3 2025 Added 108.35%
$4.52B
$29.8 Million 1.41% of portfolio
314,344
Q3 2025 Added 0.62%
$1.37B
$28.2 Million 1.33% of portfolio
2,940,100
Q3 2025 Reduced 9.33%
$6.87B
$26.6 Million 1.26% of portfolio
186,914
Q3 2025 Added 76.16%
$632M
$26.4 Million 1.25% of portfolio
1,955,150
Q3 2025 Added 6.87%
$1B
$26.1 Million 1.23% of portfolio
1,667,332
Q3 2025 Added 1.23%
$3.92B
$24.9 Million 1.18% of portfolio
381,455
Q3 2025 Added 176.5%
$10.5B
$24.8 Million 1.18% of portfolio
238,443
Q3 2025 Added 83.3%
$3.16B
$24.7 Million 1.17% of portfolio
1,244,466
Q3 2025 Added 65.31%
$27.7B
$22.8 Million 1.08% of portfolio
270,166
Q3 2025 Reduced 10.22%
$7.07B
$20.3 Million 0.96% of portfolio
215,944
Q3 2025 Reduced 39.27%
$2.87B
$19.7 Million 0.93% of portfolio
207,758
Q3 2025 Added 59.7%
$1.26B
$17.4 Million 0.83% of portfolio
1,749,649
Q3 2025 Added 17.46%
$6.04B
$16.9 Million 0.8% of portfolio
682,310
Q3 2025 Reduced 26.49%
$410M
$16.7 Million 0.79% of portfolio
228,565
Q3 2025 Reduced 0.02%
$444M
$16 Million 0.76% of portfolio
2,728,251
Q3 2025 Reduced 25.17%
$11.9B
$15.4 Million 0.73% of portfolio
281,918
Q3 2025 Reduced 12.59%
$3.57B
$15.2 Million 0.72% of portfolio
196,810
Q3 2025 Reduced 23.44%
$598M
$15.3 Million 0.72% of portfolio
1,039,649
Q3 2025 Reduced 17.77%
$4.28B
$14.4 Million 0.68% of portfolio
169,790
Q3 2025 Reduced 6.68%
$383M
$14.1 Million 0.67% of portfolio
759,951
Q3 2025 Reduced 21.4%
$3.85B
$13.1 Million 0.62% of portfolio
98,837
Q3 2025 Added 12.16%
$15.2B
$12.9 Million 0.61% of portfolio
173,109
Q3 2025 Reduced 10.33%
$10.9B
$12.9 Million 0.61% of portfolio
178,188
Q3 2025 Added 42.57%
$1.53B
$12.3 Million 0.58% of portfolio
87,310
Q3 2025 Reduced 19.83%
$21.2B
$12.2 Million 0.58% of portfolio
83,925
Q3 2025 Added 93.59%
$2.39B
$11.4 Million 0.54% of portfolio
94,276
Q3 2025 Reduced 22.09%
$7.21B
$11.3 Million 0.53% of portfolio
45,850
Q3 2025 Reduced 26.03%
$19B
$11.3 Million 0.53% of portfolio
24,057
Q3 2025 Reduced 35.58%
$3.09B
$10.1 Million 0.48% of portfolio
580,729
Q3 2025 Reduced 22.27%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $2.11 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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