Granahan Investment Management, LLC
WALTHAM MA · SEC CIK 0001026710
$20.67亿2026Q1 申报市值
149持仓数
33.7%前十大占比 · 第一大 4.6%
15 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FPS 新建仓+$6,062.06万
YSS 新建仓+$2,145.19万
QXO 加仓+$1,378.69万
ARLO 加仓+$1,182.67万
MOD 加仓+$1,107.65万
2026Q1 卖出最多 按季末市值估算
ODD 清仓-$6,120.23万
ZETA 减仓-$2,536.28万
GLBE 减仓-$1,989.59万
KVYO 清仓-$1,965.31万
WLTH 清仓-$1,883.70万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $9,438.67万 | 4.57% | 239,469 | -27,706 | -10.4% | -$1,092.03万 | 减仓 |
| PRCH | PORCH GROUP INC | $9,087.97万 | 4.40% | 12,674,987 | 1,084,559 | 9.4% | $777.63万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $8,337.77万 | 4.03% | 340,317 | -7,048 | -2.0% | -$172.68万 | 减仓 |
| MOD | MODINE MFG CO | $8,182.67万 | 3.96% | 377,586 | 51,112 | 15.7% | $1,107.65万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $7,119.74万 | 3.44% | 1,087,315 | 12,113 | 1.1% | $79.32万 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $6,531.40万 | 3.16% | 20,283,839 | 3,067,255 | 17.8% | $987.66万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $6,062.06万 | 2.93% | 2,071,084 | 2,071,084 | — | $6,062.06万 | 新建仓 |
| MRX | MAREX GROUP PLC | $5,455.48万 | 2.64% | 1,223,750 | -153,243 | -11.1% | -$683.16万 | 减仓 |
| NXT | NEXTPOWER INC | $5,116.55万 | 2.47% | 424,434 | 39,724 | 10.3% | $478.87万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $4,242.65万 | 2.05% | 607,917 | -179,191 | -22.8% | -$1,250.57万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $4,074.62万 | 1.97% | 198,694 | 2,052 | 1.0% | $42.08万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $3,851.60万 | 1.86% | 90,692 | 14,978 | 19.8% | $636.10万 | 加仓 |
| FIX | COMFORT SYS USA INC | $3,589.10万 | 1.74% | 26,027 | -8 | -0.0% | -$1.10万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $3,369.56万 | 1.63% | 2,298,471 | -271,192 | -10.6% | -$397.57万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $3,234.10万 | 1.56% | 1,200,483 | -459,089 | -27.7% | -$1,236.79万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $3,189.86万 | 1.54% | 327,434 | 80,059 | 32.4% | $779.93万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $3,175.68万 | 1.54% | 935,400 | 269,882 | 40.6% | $916.25万 | 加仓 |
| MGNI | MAGNITE INC | $3,033.45万 | 1.47% | 2,553,413 | -562,517 | -18.1% | -$668.27万 | 减仓 |
| QXO | QXO INC | $2,931.54万 | 1.42% | 1,509,546 | 709,934 | 88.8% | $1,378.69万 | 加仓 |
| SMTC | SEMTECH CORP | $2,849.87万 | 1.38% | 370,642 | -47,585 | -11.4% | -$365.88万 | 减仓 |
| CAVA | CAVA GROUP INC | $2,458.48万 | 1.19% | 303,891 | 73,088 | 31.7% | $591.28万 | 加仓 |
| RMBS | RAMBUS INC DEL | $2,410.96万 | 1.17% | 280,246 | 14,730 | 5.5% | $126.72万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $2,409.99万 | 1.17% | 1,439,659 | -230,812 | -13.8% | -$386.38万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $2,397.23万 | 1.16% | 1,739,644 | -1,317,374 | -43.1% | -$1,815.34万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $2,385.01万 | 1.15% | 5,383,762 | -2,470,110 | -31.5% | -$1,094.26万 | 减仓 |
| SIBN | SI BONE INC | $2,196.48万 | 1.06% | 1,739,097 | 858,942 | 97.6% | $1,084.84万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $2,192.48万 | 1.06% | 195,252 | -33,877 | -14.8% | -$380.40万 | 减仓 |
| YSS | YORK SPACE SYSTEMS INC | $2,145.19万 | 1.04% | 967,610 | 967,610 | — | $2,145.19万 | 新建仓 |
| RBC | RBC BEARINGS INC | $2,090.63万 | 1.01% | 38,493 | -10,264 | -21.1% | -$557.46万 | 减仓 |
| MTRN | MATERION CORP | $2,089.85万 | 1.01% | 144,476 | 6,250 | 4.5% | $90.41万 | 加仓 |
| APPS | DIGITAL TURBINE INC | $2,048.36万 | 0.99% | 7,112,351 | 762,888 | 12.0% | $219.71万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $1,985.58万 | 0.96% | 250,262 | -7,453 | -2.9% | -$59.13万 | 减仓 |
| — | GATES INDL CORP PLC | $1,751.38万 | 0.85% | 774,604 | -60,119 | -7.2% | -$135.93万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,687.40万 | 0.82% | 546,969 | -644,923 | -54.1% | -$1,989.59万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $1,664.18万 | 0.80% | 1,169,490 | 831,108 | 245.6% | $1,182.67万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,630.98万 | 0.79% | 1,024,487 | -1,593,143 | -60.9% | -$2,536.28万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $1,625.93万 | 0.79% | 171,367 | -7,002 | -3.9% | -$66.43万 | 减仓 |
| AMRC | AMERESCO INC | $1,606.69万 | 0.78% | 630,073 | -217,934 | -25.7% | -$555.73万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $1,556.93万 | 0.75% | 89,690 | 14,455 | 19.2% | $250.92万 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $1,423.13万 | 0.69% | 896,741 | 232,760 | 35.1% | $369.39万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,398.24万 | 0.68% | 34,332 | -24,816 | -42.0% | -$1,010.68万 | 减仓 |
| SN | SHARKNINJA INC | $1,395.11万 | 0.67% | 131,738 | 18,875 | 16.7% | $199.89万 | 加仓 |
| COMP | COMPASS INC | $1,378.16万 | 0.67% | 1,885,312 | -1,250,911 | -39.9% | -$914.42万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $1,377.68万 | 0.67% | 722,057 | 239,701 | 49.7% | $457.35万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1,375.24万 | 0.67% | 780,500 | 31,013 | 4.1% | $54.64万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $1,260.40万 | 0.61% | 1,016,454 | -138,051 | -12.0% | -$171.18万 | 减仓 |
| AIP | ARTERIS INC | $1,172.30万 | 0.57% | 713,077 | 476,181 | 201.0% | $782.84万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,140.26万 | 0.55% | 1,088,037 | -363,200 | -25.0% | -$380.63万 | 减仓 |
| DAVE | DAVE INC | $1,139.63万 | 0.55% | 65,462 | 63,551 | 3,325.5% | $1,106.36万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,133.25万 | 0.55% | 96,022 | 81,645 | 567.9% | $963.57万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1,092.67万 | 0.53% | 335,586 | 144,189 | 75.3% | $469.48万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,080.95万 | 0.52% | 332,192 | 96,606 | 41.0% | $314.36万 | 加仓 |
| TOST | TOAST INC | $1,057.93万 | 0.51% | 399,067 | -638,079 | -61.5% | -$1,691.55万 | 减仓 |
| LASR | NLIGHT INC | $1,056.42万 | 0.51% | 185,271 | 185,271 | — | $1,056.42万 | 新建仓 |
| RGEN | REPLIGEN CORP | $1,024.48万 | 0.50% | 86,953 | 14,951 | 20.8% | $176.15万 | 加仓 |
| HQY | HEALTHEQUITY INC | $1,020.38万 | 0.49% | 122,099 | 31,079 | 34.1% | $259.73万 | 加仓 |
| CELC | CELCUITY INC | $1,013.94万 | 0.49% | 88,833 | 1,801 | 2.1% | $20.56万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $1,009.88万 | 0.49% | 211,626 | -77,083 | -26.7% | -$367.84万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,007.57万 | 0.49% | 209,256 | -106,957 | -33.8% | -$515.00万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $875.04万 | 0.42% | 242,393 | -196,859 | -44.8% | -$710.66万 | 减仓 |
| CHYM | CHIME FINL INC | $835.64万 | 0.40% | 446,152 | 330,397 | 285.4% | $618.83万 | 加仓 |
| PHR | PHREESIA INC | $827.61万 | 0.40% | 987,607 | -1,412,006 | -58.8% | -$1,183.26万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $823.41万 | 0.40% | 1,589,586 | -374,979 | -19.1% | -$194.24万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $808.29万 | 0.39% | 63,212 | 1,168 | 1.9% | $14.94万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $768.44万 | 0.37% | 156,314 | 2,545 | 1.7% | $12.51万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $765.55万 | 0.37% | 1,480,746 | -232,424 | -13.6% | -$120.16万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $764.22万 | 0.37% | 102,911 | 1,106 | 1.1% | $8.21万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $755.88万 | 0.37% | 753,621 | 97,601 | 14.9% | $97.89万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $745.67万 | 0.36% | 40,736 | 40,736 | — | $745.67万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $715.57万 | 0.35% | 306,321 | -60,472 | -16.5% | -$141.26万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $695.51万 | 0.34% | 387,470 | 119,708 | 44.7% | $214.88万 | 加仓 |
| CHEF | CHEFS WHSE INC | $681.29万 | 0.33% | 114,599 | 45,776 | 66.5% | $272.14万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $677.90万 | 0.33% | 215,001 | 125,144 | 139.3% | $394.58万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $675.84万 | 0.33% | 77,709 | 24,257 | 45.4% | $210.96万 | 加仓 |
| IMNM | IMMUNOME INC | $671.45万 | 0.32% | 307,021 | -128,102 | -29.4% | -$280.16万 | 减仓 |
| MP | MP MATERIALS CORP | $669.16万 | 0.32% | 138,658 | 10,241 | 8.0% | $49.42万 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $666.71万 | 0.32% | 385,383 | 39,809 | 11.5% | $68.87万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $652.59万 | 0.32% | 192,731 | -30,547 | -13.7% | -$103.43万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $652.36万 | 0.32% | 375,784 | 77,932 | 26.2% | $135.29万 | 加仓 |
| CSGP | COSTAR GROUP INC | $649.66万 | 0.31% | 161,047 | 69,118 | 75.2% | $278.82万 | 加仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $648.52万 | 0.31% | 580,595 | 580,595 | — | $648.52万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $634.98万 | 0.31% | 431,958 | -6,393 | -1.5% | -$9.40万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $632.66万 | 0.31% | 200,843 | -31,452 | -13.5% | -$99.07万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $632.00万 | 0.31% | 75,086 | -19,634 | -20.7% | -$165.26万 | 减仓 |
| ZYME | ZYMEWORKS INC | $627.94万 | 0.30% | 250,773 | 26,365 | 11.7% | $66.02万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $620.40万 | 0.30% | 96,605 | 65,695 | 212.5% | $421.89万 | 加仓 |
| FROG | JFROG LTD | $610.57万 | 0.30% | 130,103 | -20,477 | -13.6% | -$96.10万 | 减仓 |
| — | OWLET INC | $609.94万 | 0.30% | 1,186,655 | 499,906 | 72.8% | $256.95万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $607.54万 | 0.29% | 104,478 | 11,700 | 12.6% | $68.04万 | 加仓 |
| IMVT | IMMUNOVANT INC | $607.16万 | 0.29% | 244,430 | 14,242 | 6.2% | $35.38万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $598.07万 | 0.29% | 317,447 | 100,422 | 46.3% | $189.20万 | 加仓 |
| NTNX | NUTANIX INC | $594.16万 | 0.29% | 156,318 | 4,317 | 2.8% | $16.41万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $587.01万 | 0.28% | 422,920 | -18,006 | -4.1% | -$24.99万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $584.89万 | 0.28% | 63,054 | 3,626 | 6.1% | $33.63万 | 加仓 |
| RDNT | RADNET INC | $582.83万 | 0.28% | 104,282 | 104,282 | — | $582.83万 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $582.00万 | 0.28% | 401,658 | -178,789 | -30.8% | -$259.07万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $564.29万 | 0.27% | 16,516 | -3,170 | -16.1% | -$108.31万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $552.47万 | 0.27% | 92,728 | -16,161 | -14.8% | -$96.29万 | 减仓 |
| FN | FABRINET | $544.00万 | 0.26% | 10,431 | -1,446 | -12.2% | -$75.41万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $534.68万 | 0.26% | 921,854 | -301,550 | -24.6% | -$174.90万 | 减仓 |