Granahan Investment Management, LLC Portfolio Holdings

Granahan Investment Management, LLC

  • $2.1 Billion
  • Q2 2025

Granahan Investment Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.1 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Porch Group, Inc. with a value of $137M, Magnite, Inc. with a value of $87.9M, Genius Sports LTD with a value of $86.7M, Victory Capital Holdings, Inc. with a value of $76.1M, and Toast, Inc. with a value of $71.4M.

Examining the 13F form we can see an increase of $371M in the current position value, from $1.73B to 2.1B.

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 $2.1 Billion
Technology: $803 Million
Industrials: $401 Million
Healthcare: $267 Million
Consumer Cyclical: $222 Million
Communication Services: $188 Million
Financial Services: $111 Million
Energy: $37.9 Million
Consumer Defensive: $34.1 Million
Other: $34.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.55B
$137 Million 6.54% of portfolio
11,631,775
Q2 2025 Reduced 0.83%
$2.96B
$87.9 Million 4.19% of portfolio
3,642,786
Q2 2025 Added 37.46%
$2.54B
$86.7 Million 4.13% of portfolio
8,336,296
Q2 2025 Added 7.08%
$4.97B
$76.1 Million 3.63% of portfolio
1,195,300
Q2 2025 Added 14.06%
$14.2B
$71.4 Million 3.4% of portfolio
1,612,221
Q2 2025 Added 7.63%
$529M
$69.4 Million 3.31% of portfolio
19,487,402
Q2 2025 Added 11.23%
$54.9B
$69.2 Million 3.3% of portfolio
83,639
Q2 2025 Reduced 0.82%
$5.99B
$64.5 Million 3.08% of portfolio
2,298,483
Q2 2025 Added 21.13%
$12.5B
$64 Million 3.05% of portfolio
231,669
Q2 2025 Reduced 0.58%
$3.91B
$50.7 Million 2.42% of portfolio
372,431
Q2 2025 Reduced 7.74%
$5.35B
$50.7 Million 2.41% of portfolio
1,670,210
Q2 2025 Added 7.0%
$3.35B
$44.8 Million 2.13% of portfolio
991,576
Q2 2025 Added 3.84%
$2.99B
$37.9 Million 1.8% of portfolio
206,724
Q2 2025 Reduced 4.32%
$1.46B
$37.1 Million 1.77% of portfolio
1,302,785
Q2 2025 Added 14.42%
$25.7B
$36.8 Million 1.75% of portfolio
68,612
Q2 2025 Added 0.53%
$756M
$36.4 Million 1.74% of portfolio
1,829,431
Q2 2025 Added 8.01%
$8.46B
$36.1 Million 1.72% of portfolio
355,567
Q2 2025 Reduced 6.18%
$1.79B
$35.2 Million 1.68% of portfolio
3,242,620
Q2 2025 Added 15.8%
$5.32B
$31.3 Million 1.49% of portfolio
933,344
Q2 2025 New
$3.49B
$28 Million 1.33% of portfolio
4,459,171
Q2 2025 Reduced 17.43%
$1.05B
$26.4 Million 1.26% of portfolio
1,647,128
Q2 2025 Added 3.32%
$690M
$25.6 Million 1.22% of portfolio
297,658
Q2 2025 Reduced 25.8%
$1.29B
$25.4 Million 1.21% of portfolio
1,569,032
Q2 2025 Added 15.26%
$4.44B
$25.5 Million 1.21% of portfolio
257,074
Q2 2025 Added 7.95%
$36B
$24.2 Million 1.15% of portfolio
300,932
Q2 2025 Reduced 13.45%
$521M
$23.8 Million 1.13% of portfolio
1,264,327
Q2 2025 Reduced 11.75%
$6.9B
$21.4 Million 1.02% of portfolio
928,240
Q2 2025 Added 10.13%
$686M
$21.1 Million 1.01% of portfolio
3,646,074
Q2 2025 Added 8.94%
$20.3B
$20.8 Million 0.99% of portfolio
37,345
Q2 2025 Added 9.84%
$449M
$20.8 Million 0.99% of portfolio
966,828
Q2 2025 Added 44.94%
$627M
$19.7 Million 0.94% of portfolio
228,611
Q2 2025 Added 7.25%
$423M
$19 Million 0.91% of portfolio
3,224,561
Q2 2025 Added 1,395.91%
$933M
$18 Million 0.86% of portfolio
1,209,200
Q2 2025 Added 13.68%
$1.34B
$18.1 Million 0.86% of portfolio
260,529
Q2 2025 Reduced 22.59%
$7.33B
$17.1 Million 0.82% of portfolio
322,507
Q2 2025 Reduced 4.55%
$6.74B
$16.8 Million 0.8% of portfolio
135,046
Q2 2025 Added 33.45%
$7.21B
$15.2 Million 0.73% of portfolio
61,988
Q2 2025 Reduced 0.49%
$1.68B
$15.4 Million 0.73% of portfolio
1,489,564
Q2 2025 Added 12.32%
$9.5B
$14.7 Million 0.7% of portfolio
81,064
Q2 2025 Reduced 15.48%
$16B
$14.8 Million 0.7% of portfolio
193,049
Q2 2025 Reduced 5.76%
$4.12B
$14.4 Million 0.69% of portfolio
181,937
Q2 2025 Reduced 22.17%
$17.8B
$14.5 Million 0.69% of portfolio
252,138
Q2 2025 Added 2.37%
$1.03B
$13.9 Million 0.66% of portfolio
643,200
Q2 2025 Added 46.35%
$5.28B
$13.7 Million 0.65% of portfolio
501,471
Q2 2025 Reduced 19.2%
$10.2B
$12.2 Million 0.58% of portfolio
600,414
Q2 2025 Added 12.35%
$3.17B
$11.7 Million 0.56% of portfolio
752,823
Q2 2025 Reduced 10.75%
$16.5B
$11.7 Million 0.56% of portfolio
115,917
Q2 2025 Reduced 38.28%
$637M
$10.9 Million 0.52% of portfolio
519,517
Q2 2025 Reduced 24.36%
$6.12B
$11 Million 0.52% of portfolio
88,119
Q2 2025 Reduced 47.14%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $2.1 Billion
  • Prior Value $1.73 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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