Granahan Investment Management, LLC
13F filer · CIK 1026710 · Waltham, MA
Summary
Granahan Investment Management, LLC reported $2.81B across 150 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are PRCH (6.6%), SIMO (5.3%), FPS (3.6%). Versus 2026 Q1, leaving options aside, it opened 22 new positions, added to 67, trimmed 60 and sold out of 21.
Reported value$2.81B
Positions150
Report period2026 Q2
FiledAug 14, 2026
New positions22
Added67
Trimmed60
Sold out21
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.6%Value $186.40MPrice $16.83Shares 12.39M -2.22%Since Jun 30 +11.90%
Weight 5.3%Value $148.58MPrice $278.07Shares 446K +128.30%Since Jun 30 -16.58%
Weight 3.6%Value $100.97MPrice $36.59Shares 1.81M -12.72%Since Jun 30 -34.50%
Weight 3.1%Value $87.20MPrice $2.90Shares 19.42M -4.26%Since Jun 30 -35.41%
Weight 3.0%Value $85.35MPrice $109.60Shares 1.02M -6.62%Since Jun 30 +30.38%
Weight 2.8%Value $79.46MPrice $167.10Shares 294K -13.69%Since Jun 30 -38.23%
Weight 2.7%Value $76.45MPrice $71.29Shares 1.25M +2.50%Since Jun 30 +16.96%
Weight 2.5%Value $70.38MPrice $175.04Shares 264K -30.20%Since Jun 30 -34.45%
Weight 2.1%Value $59.82MPrice $385.30Shares 97K -59.50%Since Jun 30 -37.54%
Weight 2.1%Value $59.09MPrice $79.13Shares 496K +16.85%Since Jun 30 -33.58%
Weight 2.1%Value $58.52MPrice $23.40Shares 3.08M +20.75%Since Jun 30 +23.29%
Weight 1.9%Value $54.28MPrice $419.58Shares 97K +6.77%Since Jun 30 -25.16%
Weight 1.9%Value $53.58MPrice $288.74Shares 142K -28.75%Since Jun 30 -23.70%
Weight 1.8%Value $50.37MPrice $124.19Shares 269K -17.75%Since Jun 30 -33.60%
Weight 1.7%Value $46.54MPrice $314.10Shares 147K +509.27%Since Jun 30 -0.63%
Weight 1.6%Value $46.16MPrice $38.82Shares 802K +31.92%Since Jun 30 -32.56%
Weight 1.6%Value $45.34MPrice $194.09Shares 332K +282.13%Since Jun 30 +42.25%
Weight 1.6%Value $45.08MPrice $11.65Shares 3.49M -50.87%Since Jun 30 -9.73%
Weight 1.6%Value $44.25MPrice $39.59Shares 1.08M -9.74%Since Jun 30 -3.06%
Weight 1.5%Value $42.57MPrice $6.15Shares 7.02M +30.47%Since Jun 30 +1.49%
Weight 1.5%Value $42.31MPrice $81.60Shares 436K +74.33%Since Jun 30 -15.85%
Weight 1.4%Value $40.22MPrice $12.12Shares 2.33M +54.20%Since Jun 30 -29.86%
Weight 1.3%Value $35.98MPrice $205.21Shares 123K +829.93%Since Jun 30 -29.92%
Weight 1.2%Value $34.60MPrice $28.99Shares 1.76M +71.62%Since Jun 30 +47.31%
Weight 1.2%Value $34.44MPrice $16.00Shares 2.12M -7.79%Since Jun 30 -1.54%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.6% | $186.40M | +11.90% | -2.22% | Trim | |
| 5.3% | $148.58M | -16.58% | +128.30% | Add | |
| 3.6% | $100.97M | -34.50% | -12.72% | Trim | |
| 3.1% | $87.20M | -35.41% | -4.26% | Trim | |
| 3.0% | $85.35M | +30.38% | -6.62% | Trim | |
| 2.8% | $79.46M | -38.23% | -13.69% | Trim | |
| 2.7% | $76.45M | +16.96% | +2.50% | Add | |
| 2.5% | $70.38M | -34.45% | -30.20% | Trim | |
| 2.1% | $59.82M | -37.54% | -59.50% | Trim | |
| 2.1% | $59.09M | -33.58% | +16.85% | Add | |
| 2.1% | $58.52M | +23.29% | +20.75% | Add | |
| 1.9% | $54.28M | -25.16% | +6.77% | Add | |
| 1.9% | $53.58M | -23.70% | -28.75% | Trim | |
| 1.8% | $50.37M | -33.60% | -17.75% | Trim | |
| 1.7% | $46.54M | -0.63% | +509.27% | Add | |
| 1.6% | $46.16M | -32.56% | +31.92% | Add | |
| 1.6% | $45.34M | +42.25% | +282.13% | Add | |
| 1.6% | $45.08M | -9.73% | -50.87% | Trim | |
| 1.6% | $44.25M | -3.06% | -9.74% | Trim | |
| 1.5% | $42.57M | +1.49% | +30.47% | Add | |
| 1.5% | $42.31M | -15.85% | +74.33% | Add | |
| 1.4% | $40.22M | -29.86% | +54.20% | Add | |
| 1.3% | $35.98M | -29.92% | +829.93% | Add | |
| 1.2% | $34.60M | +47.31% | +71.62% | Add | |
| 1.2% | $34.44M | -1.54% | -7.79% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.