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
$1.64B
$10.8 Million 0.52% of portfolio
224,491
Q2 2025 Added 20.97%
$1.37B
$10.6 Million 0.51% of portfolio
108,912
Q2 2025 Reduced 28.1%
$7.39B
$10.5 Million 0.5% of portfolio
106,104
Q2 2025 Reduced 54.29%
$3.94B
$10.5 Million 0.5% of portfolio
556,559
Q2 2025 Added 869.94%
$4.08B
$10.4 Million 0.5% of portfolio
237,168
Q2 2025 Reduced 5.41%
$2.74B
$10.5 Million 0.5% of portfolio
747,067
Q2 2025 New
$7.83B
$10.5 Million 0.5% of portfolio
100,417
Q2 2025 Added 68.66%
$4.01B
$10.1 Million 0.48% of portfolio
80,567
Q2 2025 Added 43.0%
$2.56B
$9.78 Million 0.47% of portfolio
130,091
Q2 2025 New
$2.26B
$9.6 Million 0.46% of portfolio
121,005
Q2 2025 Reduced 2.8%
$734M
$9.29 Million 0.44% of portfolio
991,388
Q2 2025 Added 80.27%
$3.18B
$9.3 Million 0.44% of portfolio
44,213
Q2 2025 Added 9.98%
$825M
$8.57 Million 0.41% of portfolio
913,622
Q2 2025 Added 91.96%
$17B
$8.36 Million 0.4% of portfolio
20,558
Q2 2025 Reduced 4.04%
$8.45B
$8.33 Million 0.4% of portfolio
130,081
Q2 2025 Added 1.09%
$2.29B
$8.08 Million 0.39% of portfolio
324,052
Q2 2025 Added 17.96%
$288M
$7.95 Million 0.38% of portfolio
498,305
Q2 2025 Added 4.24%
$1.25B
$7.79 Million 0.37% of portfolio
383,280
Q2 2025 Added 31.19%
$7.76B
$7.58 Million 0.36% of portfolio
27,553
Q2 2025 Reduced 45.84%
$3.8B
$7.66 Million 0.36% of portfolio
137,960
Q2 2025 Reduced 72.85%
$2.24B
$7.51 Million 0.36% of portfolio
240,038
Q2 2025 Added 30.59%
$24B
$7.35 Million 0.35% of portfolio
42,662
Q2 2025 Added 110.17%
$6.25B
$7.43 Million 0.35% of portfolio
146,466
Q2 2025 Reduced 26.58%
$13.6B
$7.24 Million 0.35% of portfolio
72,437
Q2 2025 Added 32.03%
$10B
$7.33 Million 0.35% of portfolio
15,153
Q2 2025 New
$666M
$6.49 Million 0.31% of portfolio
427,197
Q2 2025 Added 2.57%
$14.2B
$6.56 Million 0.31% of portfolio
80,621
Q2 2025 Added 12.31%
$533M
$6.04 Million 0.29% of portfolio
532,413
Q2 2025 Reduced 19.38%
$3.55B
$5.86 Million 0.28% of portfolio
213,088
Q2 2025 Added 23.66%
$2.57B
$5.81 Million 0.28% of portfolio
104,295
Q2 2025 Reduced 9.16%
$649M
$5.35 Million 0.26% of portfolio
341,738
Q2 2025 Added 74.69%
$8.68B
$5.56 Million 0.26% of portfolio
113,466
Q2 2025 Added 30.85%
$5.07B
$5.42 Million 0.26% of portfolio
124,980
Q2 2025 Reduced 27.94%
$846M
$5.32 Million 0.25% of portfolio
405,478
Q2 2025 Added 86.28%
$1.72B
$4.74 Million 0.23% of portfolio
405,068
Q2 2025 Added 72.4%
$3.09B
$4.48 Million 0.21% of portfolio
121,780
Q2 2025 Reduced 3.92%
$4.96B
$4.35 Million 0.21% of portfolio
30,416
Q2 2025 Reduced 52.97%
$1.56B
$4.51 Million 0.21% of portfolio
43,877
Q2 2025 Reduced 21.92%
$2.93B
$4.24 Million 0.2% of portfolio
80,619
Q2 2025 Reduced 15.78%
$18.6B
$4.01 Million 0.19% of portfolio
43,352
Q2 2025 Reduced 30.06%
$5.17B
$3.95 Million 0.19% of portfolio
185,640
Q2 2025 Added 49.08%
$698M
$3.99 Million 0.19% of portfolio
490,613
Q2 2025 Added 2.3%
$2.04B
$3.79 Million 0.18% of portfolio
80,362
Q2 2025 Reduced 43.49%
$5.15B
$3.87 Million 0.18% of portfolio
25,493
Q2 2025 Reduced 21.32%
$1.4B
$3.78 Million 0.18% of portfolio
86,430
Q2 2025 Added 88.88%
$120M
$3.65 Million 0.17% of portfolio
392,751
Q2 2025 Reduced 6.33%
$2.64B
$3.48 Million 0.17% of portfolio
217,573
Q2 2025 Reduced 3.32%
$7.28B
$3.57 Million 0.17% of portfolio
82,690
Q2 2025 New
$5.48B
$3.41 Million 0.16% of portfolio
33,758
Q2 2025 Reduced 40.88%

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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