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 |
|---|---|---|---|---|---|---|---|---|
| ONT | MONTROSE ENVIRONMENTAL GROUP | $529.27万 | 0.26% | 241,787 | 42,470 | 21.3% | $92.97万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $526.60万 | 0.25% | 56,099 | -35,671 | -38.9% | -$334.84万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $524.72万 | 0.25% | 29,902 | -26,893 | -47.4% | -$471.92万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $518.92万 | 0.25% | 35,455 | -4,040 | -10.2% | -$59.13万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $482.45万 | 0.23% | 24,165 | -1,885 | -7.2% | -$37.63万 | 减仓 |
| CYTK | CYTOKINETICS INC | $477.61万 | 0.23% | 72,464 | -9,657 | -11.8% | -$63.65万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $458.72万 | 0.22% | 326,721 | 105,494 | 47.7% | $148.11万 | 加仓 |
| — | NUVALENT INC | $440.57万 | 0.21% | 43,003 | 2,792 | 6.9% | $28.60万 | 加仓 |
| CRVL | CORVEL CORP | $436.63万 | 0.21% | 79,896 | 21,217 | 36.2% | $115.95万 | 加仓 |
| MASS | 908 DEVICES INC | $425.38万 | 0.21% | 695,070 | 603,929 | 662.6% | $369.60万 | 加仓 |
| IONQ | IONQ INC | $420.95万 | 0.20% | 146,012 | 39,290 | 36.8% | $113.27万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $414.02万 | 0.20% | 42,573 | -56,621 | -57.1% | -$550.64万 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $411.20万 | 0.20% | 220,600 | 22,293 | 11.2% | $41.55万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $407.84万 | 0.20% | 272,622 | -78,334 | -22.3% | -$117.19万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $396.24万 | 0.19% | 252,868 | -12,398 | -4.7% | -$19.43万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $395.39万 | 0.19% | 55,253 | 22,016 | 66.2% | $157.55万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $394.81万 | 0.19% | 883,241 | 179,270 | 25.5% | $80.13万 | 加仓 |
| — | SOLENO THERAPEUTICS INC | $384.43万 | 0.19% | 114,825 | -22,767 | -16.5% | -$76.22万 | 减仓 |
| EYPT | EYEPOINT INC | $382.97万 | 0.19% | 297,108 | -69,567 | -19.0% | -$89.67万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $367.05万 | 0.18% | 66,182 | -59,673 | -47.4% | -$330.95万 | 减仓 |
| ROG | ROGERS CORP | $352.78万 | 0.17% | 32,869 | 32,869 | — | $352.78万 | 新建仓 |
| NVMI | NOVA LTD | $346.77万 | 0.17% | 7,985 | -5,798 | -42.1% | -$251.80万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $327.01万 | 0.16% | 82,464 | 82,464 | — | $327.01万 | 新建仓 |
| OKTA | OKTA INC | $321.48万 | 0.16% | 40,843 | -8,309 | -16.9% | -$65.40万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $318.69万 | 0.15% | 95,761 | 95,761 | — | $318.69万 | 新建仓 |
| NTSK | NETSKOPE INC | $312.07万 | 0.15% | 367,578 | 165,117 | 81.6% | $140.18万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $300.68万 | 0.15% | 14,704 | -2,651 | -15.3% | -$54.21万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $289.07万 | 0.14% | 33,699 | 33,699 | — | $289.07万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $288.70万 | 0.14% | 27,391 | 27,391 | — | $288.70万 | 新建仓 |
| AGYS | AGILYSYS INC | $266.77万 | 0.13% | 37,500 | -4,757 | -11.3% | -$33.84万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $258.09万 | 0.12% | 13,213 | 13,213 | — | $258.09万 | 新建仓 |
| GRAL | GRAIL INC | $256.48万 | 0.12% | 49,628 | -880 | -1.7% | -$4.55万 | 减仓 |
| BBNX | BETA BIONICS INC | $248.95万 | 0.12% | 248,449 | 127,203 | 104.9% | $127.46万 | 加仓 |
| NEOG | NEOGEN CORP | $232.27万 | 0.11% | 250,026 | 250,026 | — | $232.27万 | 新建仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $206.78万 | 0.10% | 231,040 | 231,040 | — | $206.78万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $192.10万 | 0.09% | 63,086 | 14,880 | 30.9% | $45.31万 | 加仓 |
| CYRX | CRYOPORT INC | $191.38万 | 0.09% | 231,138 | 190,938 | 475.0% | $158.10万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $190.47万 | 0.09% | 218,184 | -260,807 | -54.4% | -$227.68万 | 减仓 |
| WRBY | WARBY PARKER INC | $172.61万 | 0.08% | 81,924 | 81,924 | — | $172.61万 | 新建仓 |
| ELVA | ELECTROVAYA INC | $156.55万 | 0.08% | 200,195 | 5,234 | 2.7% | $4.09万 | 加仓 |
| SG | SWEETGREEN INC | $147.21万 | 0.07% | 283,646 | 69,235 | 32.3% | $35.93万 | 重新持有 |
| RCAT | RED CAT HLDGS INC | $143.47万 | 0.07% | 109,603 | -22,969 | -17.3% | -$30.07万 | 减仓 |
| AZTA | AZENTA INC | $86.62万 | 0.04% | 40,996 | -163,680 | -80.0% | -$345.86万 | 减仓 |
| CEVA | CEVA INC | $56.53万 | 0.03% | 30,260 | 9,991 | 49.3% | $18.66万 | 加仓 |
| IRMD | IRADIMED CORP | $47.17万 | 0.02% | 4,900 | 8 | 0.2% | $770 | 加仓 |
| TRNS | TRANSCAT INC | $43.64万 | 0.02% | 5,941 | -185,639 | -96.9% | -$1,363.52万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $38.72万 | 0.02% | 30,782 | -24,058 | -43.9% | -$30.26万 | 减仓 |
| — | SURO CAPITAL CORP | $23.08万 | 0.01% | 21,549 | 0 | 0.0% | — | 不变 |
| — | TECOGEN INC NEW | $22.66万 | 0.01% | 88,496 | -89,326 | -50.2% | -$22.87万 | 减仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -1,523,204 | -100.0% | -$6,120.23万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -605,271 | -100.0% | -$1,965.31万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -1,386,092 | -100.0% | -$1,883.70万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -37,831 | -100.0% | -$1,518.16万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -28,498 | -100.0% | -$1,050.41万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -2,670,652 | -100.0% | -$1,014.85万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -216,551 | -100.0% | -$691.66万 | 清仓 |
| LENZ | LENZ THERAPEUTICS INC | $0 | 0.00% | 0 | -431,100 | -100.0% | -$689.76万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -57,212 | -100.0% | -$581.05万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -44,706 | -100.0% | -$560.43万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -73,239 | -100.0% | -$556.91万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | -29,884 | -100.0% | -$506.92万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -32,019 | -100.0% | -$418.49万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -460,797 | -100.0% | -$405.96万 | 清仓 |
| RCUS | ARCUS BIOSCIENCES INC | $0 | 0.00% | 0 | -169,940 | -100.0% | -$404.97万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -363,482 | -100.0% | -$308.96万 | 清仓 |
| VERX | VERTEX INC | $0 | 0.00% | 0 | -150,299 | -100.0% | -$300.15万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -84,421 | -100.0% | -$276.90万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -28,004 | -100.0% | -$249.60万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -316,942 | -100.0% | -$240.88万 | 清仓 |
| — | WEAVE COMMUNICATIONS INC | $0 | 0.00% | 0 | -280,610 | -100.0% | -$212.98万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -581,666 | -100.0% | -$211.14万 | 清仓 |
| — | OPTIMIZERX CORP | $0 | 0.00% | 0 | -117,122 | -100.0% | -$143.59万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -64,382 | -100.0% | -$50.80万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -1,126 | -100.0% | -$36.37万 | 清仓 |