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
$17.2B
$10.9 Million 0.63% of portfolio
246,302
Q1 2025 Added 46.7%
$6.62B
$10.5 Million 0.61% of portfolio
166,704
Q1 2025 Added 116.42%
$8.55B
$10.1 Million 0.59% of portfolio
534,409
Q1 2025 Added 80.11%
$1.66B
$10.2 Million 0.59% of portfolio
124,489
Q1 2025 Reduced 1.49%
$917M
$10 Million 0.58% of portfolio
439,500
Q1 2025 Reduced 3.83%
$1.55B
$9.73 Million 0.56% of portfolio
1,326,217
Q1 2025 Reduced 2.41%
$7.87B
$9.38 Million 0.54% of portfolio
50,874
Q1 2025 Added 153.51%
$2.07B
$8.89 Million 0.51% of portfolio
367,961
Q1 2025 Added 20.41%
$5.48B
$8.14 Million 0.47% of portfolio
64,671
Q1 2025 Added 36.01%
$5.58B
$8.07 Million 0.47% of portfolio
199,493
Q1 2025 Added 45.61%
$4.36B
$8.02 Million 0.46% of portfolio
250,742
Q1 2025 Added 2.74%
$16.6B
$7.24 Million 0.42% of portfolio
21,424
Q1 2025 Reduced 42.16%
$4.01B
$7.09 Million 0.41% of portfolio
56,339
Q1 2025 New
$3.79B
$7.11 Million 0.41% of portfolio
60,368
Q1 2025 Reduced 69.04%
$5.01B
$6.93 Million 0.4% of portfolio
57,101
Q1 2025 Added 113.83%
$2.49B
$6.85 Million 0.4% of portfolio
40,200
Q1 2025 New
$7.08B
$6.66 Million 0.39% of portfolio
128,682
Q1 2025 Added 55.75%
$331M
$6.42 Million 0.37% of portfolio
478,038
Q1 2025 Reduced 17.43%
$2.57B
$6.4 Million 0.37% of portfolio
114,813
Q1 2025 New
$3.52B
$6.44 Million 0.37% of portfolio
274,709
Q1 2025 Reduced 17.66%
$1.79B
$6.29 Million 0.36% of portfolio
56,193
Q1 2025 Added 3.36%
$4.75B
$6.18 Million 0.36% of portfolio
173,430
Q1 2025 New
$2.02B
$6.17 Million 0.36% of portfolio
183,808
Q1 2025 Added 0.81%
$131M
$6.28 Million 0.36% of portfolio
2,123,080
Q1 2025 Reduced 37.21%
$1.06B
$5.87 Million 0.34% of portfolio
292,165
Q1 2025 Added 19.9%
$15.2B
$5.77 Million 0.33% of portfolio
54,862
Q1 2025 Added 7.89%
$1.75B
$5.56 Million 0.32% of portfolio
142,220
Q1 2025 Added 4.24%
$442M
$5.36 Million 0.31% of portfolio
316,856
Q1 2025 Added 11.46%
$8.86B
$5.26 Million 0.3% of portfolio
59,539
Q1 2025 New
$611M
$5.24 Million 0.3% of portfolio
200,076
Q1 2025 Reduced 56.4%
$514M
$5.03 Million 0.29% of portfolio
416,496
Q1 2025 Added 3,822.92%
$829M
$4.79 Million 0.28% of portfolio
217,667
Q1 2025 Reduced 27.45%
$3.55B
$4.74 Million 0.27% of portfolio
172,316
Q1 2025 Added 15.34%
$3.24B
$4.48 Million 0.26% of portfolio
126,752
Q1 2025 Added 6.13%
$6.73B
$4.55 Million 0.26% of portfolio
86,716
Q1 2025 Reduced 30.59%
$12B
$4.34 Million 0.25% of portfolio
71,783
Q1 2025 Added 51.26%
$2.88B
$4.35 Million 0.25% of portfolio
39,043
Q1 2025 Reduced 6.0%
$3B
$4.37 Million 0.25% of portfolio
225,040
Q1 2025 Reduced 1.04%
$458M
$4.39 Million 0.25% of portfolio
660,430
Q1 2025 Added 16.34%
$16.4B
$4.13 Million 0.24% of portfolio
29,234
Q1 2025 Reduced 47.27%
$6.03B
$4.06 Million 0.24% of portfolio
28,151
Q1 2025 Reduced 28.35%
$1.54B
$4.23 Million 0.24% of portfolio
138,691
Q1 2025 Reduced 8.36%
$2.43B
$4.03 Million 0.23% of portfolio
95,720
Q1 2025 Reduced 8.46%
$5.62B
$4.04 Million 0.23% of portfolio
25,610
Q1 2025 Added 4.77%
$1.9B
$3.84 Million 0.22% of portfolio
175,696
Q1 2025 Added 13.78%
$1.83B
$3.87 Million 0.22% of portfolio
132,108
Q1 2025 Added 14.19%
$574M
$3.76 Million 0.22% of portfolio
479,590
Q1 2025 Added 38.57%
$679M
$3.72 Million 0.22% of portfolio
195,622
Q1 2025 Reduced 41.49%
$713M
$3.38 Million 0.2% of portfolio
475,946
Q1 2025 Added 55.28%

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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