Granahan Investment Management, LLC Last Quarter Change: USA Stocks, Sold Out

Granahan Investment Management, LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Granahan Investment Management, LLC opened 21 positions, added to 64, reduced 59, sold out of 21 and left 1 unchanged. The largest increase in value was PRCH (+$95,520,989); the largest decrease was FIX (-$35,890,973).

FIX: Country of operation United States; Class COM; Shares 2026-03-31 26,027; Shares 2026-06-30 0.
SMTC: Country of operation United States; Class COM; Shares 2026-03-31 370,642; Shares 2026-06-30 0.
SRAD: Country of operation —; Class CLASS A ORD SHS; Shares 2026-03-31 1,439,659; Shares 2026-06-30 0.
STRL: Country of operation United States; Class COM; Shares 2026-03-31 34,332; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1026710): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
FIX COMFORT SYS USA INC	United States	COM	26,027	-26,027	$35,890,973	$0	-$35,890,973
SMTC SEMTECH CORP	United States	COM	370,642	-370,642	$28,498,663	$0	-$28,498,663
SRAD SPORTRADAR GROUP AG		CLASS A ORD SHS	1,439,659	-1,439,659	$24,099,892	$0	-$24,099,892
STRL STERLING INFRASTRUCTURE INC	United States	COM	34,332	-34,332	$13,982,394	$0	-$13,982,394
COMP COMPASS INC	United States	CL A	1,885,312	-1,885,312	$13,781,631	$0	-$13,781,631
STEP STEPSTONE GROUP INC	United States	COM CL A	211,626	-211,626	$10,098,793	$0	-$10,098,793
PHR PHREESIA INC	United States	COM	987,607	-987,607	$8,276,147	$0	-$8,276,147
CSGP COSTAR GROUP INC	United States	COM	161,047	-161,047	$6,496,636	$0	-$6,496,636
LIFE ETHOS TECHNOLOGIES INC	United States	CL A	580,595	-580,595	$6,485,246	$0	-$6,485,246
WGS GENEDX HOLDINGS CORP	United States	COM CL A	96,605	-96,605	$6,203,973	$0	-$6,203,973
FN FABRINET		SHS	10,431	-10,431	$5,439,975	$0	-$5,439,975
CRDO CREDO TECHNOLOGY GROUP HOLDI	Cayman Islands	ORDINARY SHARES	56,099	-56,099	$5,266,013	$0	-$5,266,013
TSEM TOWER SEMICONDUCTOR LTD		SHS NEW	29,902	-29,902	$5,247,203	$0	-$5,247,203
NUVL NUVALENT INC	United States	COM	43,003	-43,003	$4,405,657	$0	-$4,405,657
IONQ IONQ INC	United States	COM	146,012	-146,012	$4,209,526	$0	-$4,209,526
RVMD REVOLUTION MEDICINES INC	United States	COM	42,573	-42,573	$4,140,224	$0	-$4,140,224
SLNO SOLENO THERAPEUTICS INC	United States	COM	114,825	-114,825	$3,844,341	$0	-$3,844,341
NEOG NEOGEN CORP	United States	COM	250,026	-250,026	$2,322,742	$0	-$2,322,742
RCAT RED CAT HLDGS INC	United States	COM	109,603	-109,603	$1,434,703	$0	-$1,434,703
AZTA AZENTA INC	United States	COM	40,996	-40,996	$866,245	$0	-$866,245
TGEN TECOGEN INC NEW	United States	COM NEW	88,496	-88,496	$226,550	$0	-$226,550

Similar Firms

Firm Name	Country	13F Value	Holdings
Goelzer Investment Management, Inc.	United States	$2.068B	297
3EDGE Asset Management, LP	United States	$2.069B	91
Hills Bank & Trust Co	United States	$2.069B	525
Sound Income Strategies, LLC	United States	$2.071B	2,596
SAX WEALTH ADVISORS, LLC	United States	$2.064B	482
HALBERT HARGROVE GLOBAL ADVISORS, LLC	United States	$2.072B	372
BIT Capital GmbH	Germany	$2.073B	92
EMERALD MUTUAL FUND ADVISERS TRUST	United States	$2.061B	199
Bryn Mawr Trust Advisors, LLC	United States	$2.061B	438
Elser Financial Planning, Inc	United States	$2.060B	132