Granahan Investment Management, LLC Portfolio Holdings

Granahan Investment Management, LLC

  • $2.11 Billion
  • Q3 2025

Granahan Investment Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.11 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Porch Group, Inc. with a value of $162M, Genius Sports LTD with a value of $98.8M, Magnite, Inc. with a value of $84.4M, Victory Capital Holdings, Inc. with a value of $77.6M, and Comfort Systems Usa Inc with a value of $76.6M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $2.1B to 2.11B.

Granahan Investment Management, LLC is based out at Waltham, MA

Below you can find more details about Granahan Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.11 Billion
Technology: $827 Million
Industrials: $406 Million
Healthcare: $224 Million
Consumer Cyclical: $221 Million
Communication Services: $190 Million
Financial Services: $127 Million
Energy: $52.3 Million
Consumer Defensive: $33.4 Million
Other: $34.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$10 Million 0.47% of portfolio
392,096
Q3 2025 Reduced 39.04%
$3.25B
$9.92 Million 0.47% of portfolio
94,224
Q3 2025 Added 288.52%
$7.39B
$9.9 Million 0.47% of portfolio
401,759
Q3 2025 Reduced 33.09%
$12.7B
$9.67 Million 0.46% of portfolio
105,403
Q3 2025 Added 45.51%
$6.36B
$9.58 Million 0.45% of portfolio
74,122
Q3 2025 Added 119.57%
$3.7B
$9.43 Million 0.45% of portfolio
164,132
Q3 2025 Added 12.06%
$8.46B
$9.34 Million 0.44% of portfolio
69,871
Q3 2025 Reduced 48.26%
$1.5B
$8.89 Million 0.42% of portfolio
292,247
Q3 2025 Reduced 23.75%
$9.84B
$8.38 Million 0.4% of portfolio
161,278
Q3 2025 Added 95.04%
$3.94B
$8.28 Million 0.39% of portfolio
440,926
Q3 2025 Reduced 20.78%
$4.01B
$7.97 Million 0.38% of portfolio
63,365
Q3 2025 Reduced 21.35%
$5.87B
$7.78 Million 0.37% of portfolio
164,475
Q3 2025 Reduced 30.65%
$5.71B
$7.91 Million 0.37% of portfolio
41,879
Q3 2025 Added 287.95%
$1.31B
$7.31 Million 0.35% of portfolio
165,993
Q3 2025 Added 92.05%
$3.55B
$7.32 Million 0.35% of portfolio
266,221
Q3 2025 Added 24.93%
$977M
$7.17 Million 0.34% of portfolio
289,309
Q3 2025 Added 431.54%
$719M
$6.45 Million 0.31% of portfolio
651,344
Q3 2025 Reduced 58.49%
$8.94B
$6.64 Million 0.31% of portfolio
15,622
Q3 2025 Added 3.1%
$4.4B
$6.23 Million 0.29% of portfolio
66,208
Q3 2025 Reduced 17.88%
$1.45B
$6.2 Million 0.29% of portfolio
455,596
Q3 2025 Reduced 7.14%
$458M
$6.18 Million 0.29% of portfolio
621,625
Q3 2025 Added 725.71%
$5.16B
$6.07 Million 0.29% of portfolio
36,656
Q3 2025 Added 43.79%
$940M
$6.1 Million 0.29% of portfolio
396,336
Q3 2025 Reduced 60.02%
$1.05B
$5.97 Million 0.28% of portfolio
253,899
Q3 2025 Reduced 52.31%
$661M
$5.92 Million 0.28% of portfolio
342,586
Q3 2025 Reduced 62.5%
$5.94B
$5.54 Million 0.26% of portfolio
118,692
Q3 2025 Reduced 2.54%
$578M
$5.46 Million 0.26% of portfolio
582,490
Q3 2025 Added 190.78%
$1.44B
$5.51 Million 0.26% of portfolio
339,617
Q3 2025 Reduced 16.24%
$15.8B
$5.35 Million 0.25% of portfolio
32,881
Q3 2025 New
$1.33B
$5.21 Million 0.25% of portfolio
425,999
Q3 2025 Added 5.17%
$5.54B
$5.02 Million 0.24% of portfolio
49,728
Q3 2025 Added 20.78%
$3.84B
$5.09 Million 0.24% of portfolio
16,764
Q3 2025 Reduced 62.08%
$8.3B
$5.03 Million 0.24% of portfolio
15,728
Q3 2025 Reduced 42.92%
$208M
$4.94 Million 0.23% of portfolio
426,219
Q3 2025 Added 8.52%
$3.05B
$4.84 Million 0.23% of portfolio
189,529
Q3 2025 Reduced 37.88%
$327M
$4.78 Million 0.23% of portfolio
349,267
Q3 2025 Reduced 29.91%
$1.95B
$4.85 Million 0.23% of portfolio
129,914
Q3 2025 Added 77.05%
$404M
$4.81 Million 0.23% of portfolio
347,892
Q3 2025 Added 2.03%
$3.39B
$4.42 Million 0.21% of portfolio
24,962
Q3 2025 New
$3.75B
$4.23 Million 0.2% of portfolio
200,447
Q3 2025 Reduced 60.03%
$843M
$4.18 Million 0.2% of portfolio
108,989
Q3 2025 Reduced 51.45%
$994M
$4.02 Million 0.19% of portfolio
124,246
Q3 2025 Added 107.68%
$3.29B
$3.79 Million 0.18% of portfolio
191,479
Q3 2025 Reduced 40.91%
$2.54B
$3.51 Million 0.17% of portfolio
87,470
Q3 2025 Reduced 63.56%
$28.4B
$3.59 Million 0.17% of portfolio
24,612
Q3 2025 Reduced 69.47%
$204M
$3.52 Million 0.17% of portfolio
1,116,629
Q3 2025 Added 16.5%
$19.8B
$3.29 Million 0.16% of portfolio
20,419
Q3 2025 Added 5.41%
$2.57B
$3.45 Million 0.16% of portfolio
61,870
Q3 2025 Reduced 40.68%
$1.19B
$3.27 Million 0.15% of portfolio
192,918
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $2.11 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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