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GRANAHAN INVESTMENT MANAGEMENT INC/MA 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GRANAHAN INVESTMENT MANAGEMENT INC/MA

报告期 2026-03-31 · CIK 0001026710

持仓数

149

前50大市值合计

$1.55B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CRS CARPENTER TECHNOLOGY CORP

COM

$94.4M

239,469

6.1%

PRCH PORCH GROUP INC

COM

$90.9M

12,674,987

5.8%

— FTAI AVIATION LTD

SHS

$83.4M

340,317

5.4%

MOD MODINE MFG CO

COM

$81.8M

377,586

5.3%

VCTR VICTORY CAP HLDGS INC DEL

COM CL A

$71.2M

1,087,315

4.6%

INDI INDIE SEMICONDUCTOR INC

CLASS A COM

$65.3M

20,283,839

4.2%

FPS FORGENT POWER SOLUTIONS INC

COM SHS CL A

$60.6M

2,071,084

3.9%

— MAREX GROUP PLC

ORD

$54.6M

1,223,750

3.5%

NXT NEXTPOWER INC

CLASS A COM

$51.2M

424,434

3.3%

KRUS KURA SUSHI USA INC

CL A COM

$42.4M

607,917

2.7%

ONTO ONTO INNOVATION INC

COM

$40.7M

198,694

2.6%

AXON AXON ENTERPRISE INC

COM

$38.5M

90,692

2.5%

FIX COMFORT SYS USA INC

COM

$35.9M

26,027

2.3%

— KORNIT DIGITAL LTD

SHS

$33.7M

2,298,471

2.2%

LTH LIFE TIME GROUP HOLDINGS INC

COMMON STOCK

$32.3M

1,200,483

2.1%

TTMI TTM TECHNOLOGIES INC

COM

$31.9M

327,434

2.1%

FIGR FIGURE TECHNOLOGY SOLUTIO

COM CL A

$31.8M

935,400

2.0%

MGNI MAGNITE INC

COM

$30.3M

2,553,413

2.0%

QXO QXO INC

COM NEW

$29.3M

1,509,546

1.9%

SMTC SEMTECH CORP

COM

$28.5M

370,642

1.8%

CAVA CAVA GROUP INC

COM

$24.6M

303,891

1.6%

RMBS RAMBUS INC DEL

COM

$24.1M

280,246

1.6%

— SPORTRADAR GROUP AG

CLASS A ORD SHS

$24.1M

1,439,659

1.6%

— CELLEBRITE DI LTD

ORDINARY SHARES

$24.0M

1,739,644

1.5%

— GENIUS SPORTS LIMITED

SHARES CL A

$23.9M

5,383,762

1.5%

SIBN SI BONE INC

COM

$22.0M

1,739,097

1.4%

SIMO SILICON MOTION TECHNOLOGY CO

SPONSORED ADR

$21.9M

195,252

1.4%

YSS YORK SPACE SYSTEMS INC

COM

$21.5M

967,610

1.4%

RBC RBC BEARINGS INC

COM

$20.9M

38,493

1.3%

MTRN MATERION CORP

COM

$20.9M

144,476

1.3%

APPS DIGITAL TURBINE INC

COM NEW

$20.5M

7,112,351

1.3%

CWST CASELLA WASTE SYS INC

CL A

$19.9M

250,262

1.3%

— GATES INDL CORP PLC

ORD SHS

$17.5M

774,604

1.1%

— GLOBAL E ONLINE LTD

SHS

$16.9M

546,969

1.1%

ARLO ARLO TECHNOLOGIES INC

COM

$16.6M

1,169,490

1.1%

ZETA ZETA GLOBAL HOLDINGS CORP

CL A

$16.3M

1,024,487

1.0%

TCBI TEXAS CAP BANCSHARES INC

COM

$16.3M

171,367

1.0%

AMRC AMERESCO INC

CL A

$16.1M

630,073

1.0%

LEU CENTRUS ENERGY CORP

CL A

$15.6M

89,690

1.0%

KIDS ORTHOPEDIATRICS CORP

COM

$14.2M

896,741

0.9%

STRL STERLING INFRASTRUCTURE INC

COM

$14.0M

34,332

0.9%

— SHARKNINJA INC

COM SHS

$14.0M

131,738

0.9%

COMP COMPASS INC

CL A

$13.8M

1,885,312

0.9%

BLFS BIOLIFE SOLUTIONS INC

COM NEW

$13.8M

722,057

0.9%

ALHC ALIGNMENT HEALTHCARE INC

COM

$13.8M

780,500

0.9%

UMAC UNUSUAL MACHS INC

COM SHS

$12.6M

1,016,454

0.8%

AIP ARTERIS INC

COM

$11.7M

713,077

0.8%

FWRG FIRST WATCH RESTAURANT GROUP

COM

$11.4M

1,088,037

0.7%

DAVE DAVE INC

CLASS A COM NEW

$11.4M

65,462

0.7%

IRTC IRHYTHM HOLDINGS INC

COM

$11.3M

96,022

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

CRS6.1%PRCH5.8%FTAI AVIATION LTD5.4%MOD5.3%VCTR4.6%INDI4.2%