Granahan Investment Management, LLC holds a diversified book of 149 stocks worth $2.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Forgent Power Solutions Inc and trimmed Carpenter Technology. Their largest long position is Carpenter Technology at 5% of the equity book.
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Use Arkolith to show Granahan Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Carpenter Technology Corp COM | $94.4M | 239.5K | 4.6% | ▼−10% Reduced · −28K sh | |
| 2 | Porch Group Inc COM | $90.9M | 12.67M | 4.4% | ▲+9.3% Added · +1.1M sh | |
| 3 | Ftai Aviation Ltd SHS | $83.4M | 340.3K | 4.0% | ▼−2.0% Reduced · −7K sh | |
| 4 | Modine MFG Co COM | $81.8M | 377.6K | 4.0% | ▲+16% Added · +51K sh | |
| 5 | Victory Cap Hldgs Inc Del COM CL A | $71.2M | 1.09M | 3.4% | ▲+1.1% Added · +12K sh | |
| 6 | Indie Semiconductor Inc CLASS A COM | $65.3M | 20.28M | 3.2% | ▲+18% Added · +3.1M sh | |
| 7 | Forgent Power Solutions Inc COM SHS CL A | $60.6M | 2.07M | 2.9% | ▲New New position | |
| 8 | Marex Group PLC ORD | $54.6M | 1.22M | 2.6% | ▼−11% Reduced · −153K sh | |
| 9 | Nextpower Inc CLASS A COM | $51.2M | 424.4K | 2.5% | ▲+10% Added · +40K sh | |
| 10 | Kura Sushi USA Inc CL A COM | $42.4M | 607.9K | 2.1% | ▼−23% Reduced · −179K sh | |
| 11 | Onto Innovation Inc COM | $40.7M | 198.7K | 2.0% | ▲+1.0% Added · +2K sh | |
| 12 | Axon Enterprise Inc COM | $38.5M | 90.7K | 1.9% | ▲+20% Added · +15K sh | |
| 13 | Comfort Sys USA Inc COM | $35.9M | 26.0K | 1.7% | ▼~0% Reduced · −8 sh | |
| 14 | Kornit Digital Ltd SHS | $33.7M | 2.30M | 1.6% | ▼−11% Reduced · −271K sh | |
| 15 | Life Time Group Holdings Inc COMMON STOCK | $32.3M | 1.20M | 1.6% | ▼−28% Reduced · −459K sh | |
| 16 | TTM Technologies Inc COM | $31.9M | 327.4K | 1.5% | ▲+32% Added · +80K sh | |
| 17 | Figure Technology Solutio COM CL A | $31.8M | 935.4K | 1.5% | ▲+41% Added · +270K sh | |
| 18 | Magnite Inc COM | $30.3M | 2.55M | 1.5% | ▼−18% Reduced · −563K sh | |
| 19 | Qxo Inc COM NEW | $29.3M | 1.51M | 1.4% | ▲+89% Added · +710K sh | |
| 20 | Semtech Corp COM | $28.5M | 370.6K | 1.4% | ▼−11% Reduced · −48K sh | |
| 21 | Cava Group Inc COM | $24.6M | 303.9K | 1.2% | ▲+32% Added · +73K sh | |
| 22 | Rambus Inc Del COM | $24.1M | 280.2K | 1.2% | ▲+5.5% Added · +15K sh | |
| 23 | Sportradar Group AG CLASS A ORD SHS | $24.1M | 1.44M | 1.2% | ▼−14% Reduced · −231K sh | |
| 24 | Cellebrite Di Ltd ORDINARY SHARES | $24.0M | 1.74M | 1.2% | ▼−43% Reduced · −1.3M sh | |
| 25 | Genius Sports Limited SHARES CL A | $23.9M | 5.38M | 1.2% | ▼−31% Reduced · −2.5M sh | |
| 26 | Si Bone Inc COM | $22.0M | 1.74M | 1.1% | ▲+98% Added · +859K sh | |
| 27 | Silicon Motion Technology Co SPONSORED ADR | $21.9M | 195.3K | 1.1% | ▼−15% Reduced · −34K sh | |
| 28 | York Space Systems Inc COM | $21.5M | 967.6K | 1.0% | ▲New New position | |
| 29 | RBC Bearings Inc COM | $20.9M | 38.5K | 1.0% | ▼−21% Reduced · −10K sh | |
| 30 | Materion Corp COM | $20.9M | 144.5K | 1.0% | ▲+4.5% Added · +6K sh | |
| 31 | Digital Turbine Inc COM NEW | $20.5M | 7.11M | 1.0% | ▲+12% Added · +763K sh | |
| 32 | Casella Waste Sys Inc CL A | $19.9M | 250.3K | 1.0% | ▼−2.9% Reduced · −7K sh | |
| 33 | Gates Indl Corp PLC ORD SHS | $17.5M | 774.6K | 0.8% | ▼−7.2% Reduced · −60K sh | |
| 34 | Global E Online Ltd SHS | $16.9M | 547.0K | 0.8% | ▼−54% Reduced · −645K sh | |
| 35 | Arlo Technologies Inc COM | $16.6M | 1.17M | 0.8% | ▲+246% Added · +831K sh | |
| 36 | Zeta Global Holdings Corp CL A | $16.3M | 1.02M | 0.8% | ▼−61% Reduced · −1.6M sh | |
| 37 | Texas Cap Bancshares Inc COM | $16.3M | 171.4K | 0.8% | ▼−3.9% Reduced · −7K sh | |
| 38 | Ameresco Inc CL A | $16.1M | 630.1K | 0.8% | ▼−26% Reduced · −218K sh | |
| 39 | Centrus Energy Corp CL A | $15.6M | 89.7K | 0.8% | ▲+19% Added · +14K sh | |
| 40 | Orthopediatrics Corp COM | $14.2M | 896.7K | 0.7% | ▲+35% Added · +233K sh | |
| 41 | Sterling Infrastructure Inc COM | $14.0M | 34.3K | 0.7% | ▼−42% Reduced · −25K sh | |
| 42 | Sharkninja Inc COM SHS | $14.0M | 131.7K | 0.7% | ▲+17% Added · +19K sh | |
| 43 | Compass Inc CL A | $13.8M | 1.89M | 0.7% | ▼−40% Reduced · −1.3M sh | |
| 44 | Biolife Solutions Inc COM NEW | $13.8M | 722.1K | 0.7% | ▲+50% Added · +240K sh | |
| 45 | Alignment Healthcare Inc COM | $13.8M | 780.5K | 0.7% | ▲+4.1% Added · +31K sh | |
| 46 | Unusual Machs Inc COM SHS | $12.6M | 1.02M | 0.6% | ▼−12% Reduced · −138K sh | |
| 47 | Arteris Inc COM | $11.7M | 713.1K | 0.6% | ▲+201% Added · +476K sh | |
| 48 | First Watch Restaurant Group COM | $11.4M | 1.09M | 0.6% | ▼−25% Reduced · −363K sh | |
| 49 | Dave Inc CLASS A COM NEW | $11.4M | 65.5K | 0.6% | ▲34× Added · +64K sh | |
| 50 | Irhythm Holdings Inc COM | $11.3M | 96.0K | 0.5% | ▲+568% Added · +82K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 149 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 157 | $2.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 146 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 153 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 159 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 180 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 187 | $2.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 180 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 181 | $2.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 180 | $3.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 183 | $2.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 175 | $3.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 165 | $3.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 170 | $3.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 176 | $3.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 172 | $2.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 178 | $4.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 186 | $4.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 193 | $5.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 193 | $5.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 191 | $4.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 192 | $4.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 180 | $2.9B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 191 | $2.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.