Granahan Investment Management, LLC
WALTHAM MA · SEC CIK 0001026710
$28.06亿2026Q2 申报市值
150持仓数
34.0%前十大占比 · 第一大 6.6%
22 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SIMO 加仓+$8,349.92万
LGND 加仓+$3,889.99万
RGEN 加仓+$3,347.12万
TWST 新建仓+$3,239.51万
GNRC 加仓+$3,210.93万
2026Q2 卖出最多 按季末市值估算
CRS 减仓-$8,789.23万
APPS 减仓-$4,667.41万
FIX 清仓-$3,589.10万
MOD 减仓-$3,044.40万
SMTC 清仓-$2,849.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FOUR | SHIFT4 PMTS INC | $642.78万 | 0.23% | 132,151 | 132,151 | — | $642.78万 | 新建仓 |
| CYRX | CRYOPORT INC | $634.15万 | 0.23% | 403,919 | 172,781 | 74.8% | $271.27万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $611.13万 | 0.22% | 313,884 | 93,284 | 42.3% | $181.62万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $610.56万 | 0.22% | 49,809 | 22,418 | 81.8% | $274.80万 | 加仓 |
| MASS | 908 DEVICES INC | $602.12万 | 0.21% | 692,092 | -2,978 | -0.4% | -$2.59万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $601.91万 | 0.21% | 75,201 | 75,201 | — | $601.91万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $593.10万 | 0.21% | 17,983 | 1,467 | 8.9% | $48.38万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $589.18万 | 0.21% | 330,072 | 330,072 | — | $589.18万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $577.52万 | 0.21% | 148,044 | -184,148 | -55.4% | -$718.36万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $574.67万 | 0.20% | 15,412 | 15,412 | — | $574.67万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $534.13万 | 0.19% | 208,725 | -63,897 | -23.4% | -$163.51万 | 减仓 |
| ONT | ONTERRIS INC | $524.86万 | 0.19% | 259,703 | 17,916 | 7.4% | $36.21万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $512.74万 | 0.18% | 75,962 | 9,780 | 14.8% | $66.02万 | 加仓 |
| NVMI | NOVA LTD | $493.70万 | 0.18% | 9,093 | 1,108 | 13.9% | $60.16万 | 加仓 |
| SG | SWEETGREEN INC | $493.05万 | 0.18% | 559,643 | 275,997 | 97.3% | $243.15万 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $491.03万 | 0.17% | 173,876 | -211,507 | -54.9% | -$597.30万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $485.73万 | 0.17% | 51,038 | 51,038 | — | $485.73万 | 新建仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $479.47万 | 0.17% | 238,304 | 238,304 | — | $479.47万 | 新建仓 |
| BBNX | BETA BIONICS INC | $469.52万 | 0.17% | 299,632 | 51,183 | 20.6% | $80.20万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $451.66万 | 0.16% | 47,947 | -34,517 | -41.9% | -$325.15万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $450.21万 | 0.16% | 174,094 | 111,008 | 176.0% | $287.07万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $449.81万 | 0.16% | 33,889 | -41,197 | -54.9% | -$546.81万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $425.60万 | 0.15% | 558,526 | 327,486 | 141.7% | $249.54万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $420.08万 | 0.15% | 302,653 | -14,794 | -4.7% | -$20.53万 | 减仓 |
| FRPT | FRESHPET INC | $370.74万 | 0.13% | 62,709 | 62,709 | — | $370.74万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $369.37万 | 0.13% | 18,976 | 4,272 | 29.1% | $83.15万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $351.97万 | 0.13% | 221,224 | -180,434 | -44.9% | -$287.07万 | 减仓 |
| CYTK | CYTOKINETICS INC | $342.86万 | 0.12% | 40,247 | -32,217 | -44.5% | -$274.46万 | 减仓 |
| — | SILICOM LTD | $328.17万 | 0.12% | 68,454 | 68,454 | — | $328.17万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $313.77万 | 0.11% | 65,711 | -30,050 | -31.4% | -$143.49万 | 减仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $296.84万 | 0.11% | 263,156 | 263,156 | — | $296.84万 | 新建仓 |
| SPIR | SPIRE GLOBAL INC | $295.98万 | 0.11% | 159,131 | 159,131 | — | $295.98万 | 新建仓 |
| ROG | ROGERS CORP | $280.73万 | 0.10% | 17,146 | -15,723 | -47.8% | -$257.43万 | 减仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $265.08万 | 0.09% | 503,005 | 503,005 | — | $265.08万 | 新建仓 |
| WRBY | WARBY PARKER INC | $265.04万 | 0.09% | 87,356 | 5,432 | 6.6% | $16.48万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $264.67万 | 0.09% | 53,750 | 53,750 | — | $264.67万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $218.20万 | 0.08% | 13,283 | -22,172 | -62.5% | -$364.22万 | 减仓 |
| EYPT | EYEPOINT INC | $213.62万 | 0.08% | 149,387 | -147,721 | -49.7% | -$211.24万 | 减仓 |
| — | TRIVAGO N V | $198.29万 | 0.07% | 362,513 | 362,513 | — | $198.29万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $166.60万 | 0.06% | 229,474 | 11,290 | 5.2% | $8.20万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $149.44万 | 0.05% | 8,902 | -80,788 | -90.1% | -$1,356.19万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $107.09万 | 0.04% | 226,407 | -1,254,339 | -84.7% | -$593.30万 | 减仓 |
| TRNS | TRANSCAT INC | $69.27万 | 0.02% | 7,467 | 1,526 | 25.7% | $14.16万 | 加仓 |
| AMRC | AMERESCO INC | $65.20万 | 0.02% | 23,622 | -606,451 | -96.3% | -$1,673.80万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $62.21万 | 0.02% | 44,758 | 13,976 | 45.4% | $19.43万 | 加仓 |
| ELVA | ELECTROVAYA INC | $49.56万 | 0.02% | 47,200 | -152,995 | -76.4% | -$160.64万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $48.50万 | 0.02% | 79,900 | -1,509,686 | -95.0% | -$916.38万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $37.25万 | 0.01% | 8,709 | -233,684 | -96.4% | -$999.47万 | 减仓 |
| CEVA | CEVA INC | $32.94万 | 0.01% | 6,985 | -23,275 | -76.9% | -$109.77万 | 减仓 |
| — | SURO CAPITAL CORP | $27.02万 | 0.01% | 21,549 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -26,027 | -100.0% | -$3,589.10万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -370,642 | -100.0% | -$2,849.87万 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -1,439,659 | -100.0% | -$2,409.99万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -34,332 | -100.0% | -$1,398.24万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -1,885,312 | -100.0% | -$1,378.16万 | 清仓 |
| STEP | STEPSTONE GROUP INC | $0 | 0.00% | 0 | -211,626 | -100.0% | -$1,009.88万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -987,607 | -100.0% | -$827.61万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -161,047 | -100.0% | -$649.66万 | 清仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $0 | 0.00% | 0 | -580,595 | -100.0% | -$648.52万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -96,605 | -100.0% | -$620.40万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -10,431 | -100.0% | -$544.00万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -56,099 | -100.0% | -$526.60万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -29,902 | -100.0% | -$524.72万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -43,003 | -100.0% | -$440.57万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -146,012 | -100.0% | -$420.95万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -42,573 | -100.0% | -$414.02万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -114,825 | -100.0% | -$384.43万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -250,026 | -100.0% | -$232.27万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -109,603 | -100.0% | -$143.47万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -40,996 | -100.0% | -$86.62万 | 清仓 |
| — | TECOGEN INC NEW | $0 | 0.00% | 0 | -88,496 | -100.0% | -$22.66万 | 清仓 |