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 |
|---|---|---|---|---|---|---|---|---|
| PRCH | PORCH GROUP INC | $1.86亿 | 6.64% | 12,393,660 | -281,327 | -2.2% | -$423.12万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1.49亿 | 5.29% | 445,752 | 250,500 | 128.3% | $8,349.92万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.01亿 | 3.60% | 1,807,608 | -263,476 | -12.7% | -$1,471.78万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $8,719.53万 | 3.11% | 19,419,892 | -863,947 | -4.3% | -$387.91万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $8,534.97万 | 3.04% | 1,015,343 | -71,972 | -6.6% | -$605.00万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $7,946.06万 | 2.83% | 293,722 | -46,595 | -13.7% | -$1,260.53万 | 减仓 |
| MRX | MAREX GROUP PLC | $7,644.85万 | 2.72% | 1,254,283 | 30,533 | 2.5% | $186.10万 | 加仓 |
| MOD | MODINE MFG CO | $7,037.90万 | 2.51% | 263,572 | -114,014 | -30.2% | -$3,044.40万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $5,982.18万 | 2.13% | 96,981 | -142,488 | -59.5% | -$8,789.23万 | 减仓 |
| NXT | NEXTPOWER INC | $5,908.61万 | 2.11% | 495,938 | 71,504 | 16.8% | $851.90万 | 加仓 |
| MGNI | MAGNITE INC | $5,851.93万 | 2.09% | 3,083,211 | 529,798 | 20.7% | $1,005.56万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,428.33万 | 1.93% | 96,829 | 6,137 | 6.8% | $344.05万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $5,357.64万 | 1.91% | 141,568 | -57,126 | -28.8% | -$2,161.93万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $5,037.01万 | 1.79% | 269,330 | -58,104 | -17.7% | -$1,086.66万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $4,653.82万 | 1.66% | 147,231 | 123,066 | 509.3% | $3,889.99万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $4,616.13万 | 1.64% | 801,969 | 194,052 | 31.9% | $1,116.96万 | 加仓 |
| RGEN | REPLIGEN CORP | $4,533.51万 | 1.62% | 332,271 | 245,318 | 282.1% | $3,347.12万 | 加仓 |
| APPS | DIGITAL TURBINE INC | $4,507.52万 | 1.61% | 3,494,200 | -3,618,151 | -50.9% | -$4,667.41万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $4,425.37万 | 1.58% | 1,083,587 | -116,896 | -9.7% | -$477.40万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $4,256.74万 | 1.52% | 7,024,330 | 1,640,568 | 30.5% | $994.18万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $4,230.69万 | 1.51% | 436,289 | 186,027 | 74.3% | $1,803.90万 | 加仓 |
| QXO | QXO INC | $4,022.20万 | 1.43% | 2,327,662 | 818,116 | 54.2% | $1,413.70万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $3,597.82万 | 1.28% | 122,872 | 109,659 | 829.9% | $3,210.93万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,460.16万 | 1.23% | 1,758,212 | 733,725 | 71.6% | $1,443.97万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $3,444.02万 | 1.23% | 2,119,398 | -179,073 | -7.8% | -$290.99万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $3,239.51万 | 1.15% | 314,882 | 314,882 | — | $3,239.51万 | 新建仓 |
| DAVE | DAVE INC | $3,163.18万 | 1.13% | 84,897 | 19,435 | 29.7% | $724.13万 | 加仓 |
| SIBN | SI BONE INC | $3,151.69万 | 1.12% | 1,931,182 | 192,085 | 11.0% | $313.48万 | 加仓 |
| FROG | JFROG LTD | $2,723.52万 | 0.97% | 299,683 | 169,580 | 130.3% | $1,541.14万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $2,586.72万 | 0.92% | 842,306 | -93,094 | -10.0% | -$285.89万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $2,425.30万 | 0.86% | 1,661,163 | -78,481 | -4.5% | -$114.58万 | 减仓 |
| — | GATES INDL CORP PLC | $2,359.10万 | 0.84% | 843,441 | 68,837 | 8.9% | $192.54万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $2,199.54万 | 0.78% | 633,327 | 86,358 | 15.8% | $299.92万 | 加仓 |
| GRAL | GRAIL INC | $2,192.67万 | 0.78% | 321,176 | 271,548 | 547.2% | $1,853.86万 | 加仓 |
| RBC | RBC BEARINGS INC | $2,190.90万 | 0.78% | 34,017 | -4,476 | -11.6% | -$288.28万 | 减仓 |
| CAVA | CAVA GROUP INC | $2,082.95万 | 0.74% | 265,411 | -38,480 | -12.7% | -$301.99万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $2,077.45万 | 0.74% | 1,085,964 | 189,223 | 21.1% | $361.98万 | 加仓 |
| MTRN | MATERION CORP | $2,075.57万 | 0.74% | 69,793 | -74,683 | -51.7% | -$2,221.00万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $2,058.21万 | 0.73% | 297,257 | 242,004 | 438.0% | $1,675.64万 | 加仓 |
| QNT | QUANTINUUM INC | $1,908.96万 | 0.68% | 233,540 | 233,540 | — | $1,908.96万 | 新建仓 |
| TOST | TOAST INC | $1,907.76万 | 0.68% | 685,751 | 286,684 | 71.8% | $797.55万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $1,900.88万 | 0.68% | 184,087 | 12,720 | 7.4% | $131.35万 | 加仓 |
| SN | SHARKNINJA INC | $1,892.27万 | 0.67% | 124,271 | -7,467 | -5.7% | -$113.70万 | 减仓 |
| CELC | CELCUITY INC | $1,873.25万 | 0.67% | 179,053 | 90,220 | 101.6% | $943.88万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $1,849.40万 | 0.66% | 829,328 | -187,126 | -18.4% | -$417.29万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,758.01万 | 0.63% | 1,363,852 | 275,815 | 25.3% | $355.53万 | 加仓 |
| NTNX | NUTANIX INC | $1,716.60万 | 0.61% | 336,852 | 180,534 | 115.5% | $920.00万 | 加仓 |
| LASR | NLIGHT INC | $1,649.93万 | 0.59% | 236,991 | 51,720 | 27.9% | $360.07万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $1,552.66万 | 0.55% | 204,837 | 12,106 | 6.3% | $91.76万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1,510.38万 | 0.54% | 461,608 | 126,022 | 37.6% | $412.34万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $1,472.52万 | 0.52% | 521,430 | -200,627 | -27.8% | -$566.57万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1,432.53万 | 0.51% | 86,783 | 46,047 | 113.0% | $760.10万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $1,381.77万 | 0.49% | 1,025,050 | -144,440 | -12.4% | -$194.71万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,291.18万 | 0.46% | 185,461 | -29,540 | -13.7% | -$205.66万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $1,214.11万 | 0.43% | 324,108 | -63,362 | -16.4% | -$237.35万 | 减仓 |
| CHYM | CHIME FINL INC | $1,194.76万 | 0.43% | 583,381 | 137,229 | 30.8% | $281.04万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $1,152.68万 | 0.41% | 468,190 | -499,420 | -51.6% | -$1,229.57万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,137.54万 | 0.41% | 627,781 | 374,913 | 148.3% | $679.34万 | 加仓 |
| ARXS | ARXIS INC | $1,112.82万 | 0.40% | 241,183 | 241,183 | — | $1,112.82万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,104.77万 | 0.39% | 70,354 | 36,655 | 108.8% | $575.59万 | 加仓 |
| RDNT | RADNET INC | $1,058.49万 | 0.38% | 171,637 | 67,355 | 64.6% | $415.38万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $1,049.16万 | 0.37% | 72,356 | 9,144 | 14.5% | $132.59万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $998.03万 | 0.36% | 83,903 | -12,119 | -12.6% | -$144.16万 | 减仓 |
| AGYS | AGILYSYS INC | $990.42万 | 0.35% | 94,777 | 57,277 | 152.7% | $598.54万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $977.12万 | 0.35% | 446,988 | 140,667 | 45.9% | $307.50万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $970.28万 | 0.35% | 151,725 | -57,531 | -27.5% | -$367.91万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $970.19万 | 0.35% | 336,172 | -39,612 | -10.5% | -$114.32万 | 减仓 |
| OKTA | OKTA INC | $931.56万 | 0.33% | 68,271 | 27,428 | 67.2% | $374.26万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $924.55万 | 0.33% | 83,270 | 5,561 | 7.2% | $61.74万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $920.58万 | 0.33% | 563,045 | -190,576 | -25.3% | -$311.59万 | 减仓 |
| — | OWLET INC | $915.77万 | 0.33% | 1,595,419 | 408,764 | 34.4% | $234.63万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $900.67万 | 0.32% | 163,759 | 7,445 | 4.8% | $40.95万 | 加仓 |
| CHEF | CHEFS WHSE INC | $895.53万 | 0.32% | 93,187 | -21,412 | -18.7% | -$205.77万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $888.83万 | 0.32% | 1,305,177 | 421,936 | 47.8% | $287.34万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $884.84万 | 0.32% | 57,848 | -5,206 | -8.3% | -$79.63万 | 减仓 |
| RMBS | RAMBUS INC DEL | $879.34万 | 0.31% | 66,245 | -214,001 | -76.4% | -$2,840.65万 | 减仓 |
| HQY | HEALTHEQUITY INC | $878.98万 | 0.31% | 97,318 | -24,781 | -20.3% | -$223.82万 | 减仓 |
| ZYME | ZYMEWORKS INC | $878.71万 | 0.31% | 336,157 | 85,384 | 34.0% | $223.19万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $860.42万 | 0.31% | 94,823 | 2,095 | 2.3% | $19.01万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $845.19万 | 0.30% | 354,973 | -425,527 | -54.5% | -$1,013.18万 | 减仓 |
| MP | MP MATERIALS CORP | $832.60万 | 0.30% | 148,652 | 9,994 | 7.2% | $55.98万 | 加仓 |
| IMNM | IMMUNOME INC | $802.13万 | 0.29% | 378,542 | 71,521 | 23.3% | $151.55万 | 加仓 |
| IMVT | IMMUNOVANT INC | $795.15万 | 0.28% | 206,372 | -38,058 | -15.6% | -$146.64万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $787.32万 | 0.28% | 193,778 | -7,065 | -3.5% | -$28.71万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $781.32万 | 0.28% | 129,443 | 24,965 | 23.9% | $150.69万 | 加仓 |
| AIP | ARTERIS INC | $779.46万 | 0.28% | 160,415 | -552,662 | -77.5% | -$2,685.38万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $763.48万 | 0.27% | 395,177 | 68,456 | 21.0% | $132.26万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $751.95万 | 0.27% | 338,565 | 338,565 | — | $751.95万 | 新建仓 |
| ATEX | ANTERIX INC | $742.41万 | 0.26% | 72,121 | 72,121 | — | $742.41万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $738.32万 | 0.26% | 99,130 | -3,781 | -3.7% | -$28.16万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $736.79万 | 0.26% | 82,991 | 82,991 | — | $736.79万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $722.17万 | 0.26% | 58,689 | 58,689 | — | $722.17万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $721.56万 | 0.26% | 144,544 | 144,544 | — | $721.56万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $716.85万 | 0.26% | 1,235,954 | 1,235,954 | — | $716.85万 | 新建仓 |
| IRMD | IRADIMED CORP | $716.38万 | 0.26% | 74,966 | 70,066 | 1,429.9% | $669.55万 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $711.81万 | 0.25% | 898,753 | -23,101 | -2.5% | -$18.30万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $707.68万 | 0.25% | 422,493 | -9,465 | -2.2% | -$15.85万 | 减仓 |
| NTSK | NETSKOPE INC | $664.12万 | 0.24% | 607,060 | 239,482 | 65.2% | $261.99万 | 加仓 |
| CRVL | CORVEL CORP | $660.02万 | 0.24% | 105,569 | 25,673 | 32.1% | $160.51万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $642.94万 | 0.23% | 342,173 | -80,747 | -19.1% | -$151.72万 | 减仓 |