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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
$1.55B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 60
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
PRCH
PORCH GROUP INC
-$55.9M
11,590,428
+20%
减持
FIX
COMFORT SYS USA INC
-$52.3M
26,035
-72%
减持
SPSC
SPS COMM INC
-$38.8M
28,004
-93%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
LEU
CENTRUS ENERGY CORP
-$34.0M
75,235
-55%
减持
MGNI
MAGNITE INC
-$33.8M
3,115,930
-20%
增持
—
ODDITY TECH LTD
-$32.6M
1,523,204
+1%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$28.5M
2,617,630
+110%
增持
—
FTAI AVIATION LTD
+$23.8M
347,365
+30%
增持
ONTO
ONTO INNOVATION INC
+$21.5M
196,642
+165%
建仓
WLTH
WEALTHFRONT CORP
+$18.8M
1,386,092
建仓
STRL
STERLING INFRASTRUCTURE INC
+$18.1M
59,148
减持
CRS
CARPENTER TECHNOLOGY CORP
+$18.0M
267,175
-1%
减持
DSGX
DESCARTES SYS GROUP INC
-$17.4M
33,237
-85%
增持
—
MAREX GROUP PLC
+$17.4M
1,376,993
+31%
建仓
TTMI
TTM TECHNOLOGIES INC
+$17.1M
247,375
增持
MOD
MODINE MFG CO
+$17.0M
326,474
+75%
减持
CSGP
COSTAR GROUP INC
-$16.6M
91,929
-66%
减持
ACHR
ARCHER AVIATION INC
-$15.3M
1,713,170
-42%
清仓
FOUR
SHIFT4 PMTS INC
-$15.2M
0
-100%
减持
SMTC
SEMTECH CORP
-$15.0M
418,227
-35%
建仓
UMAC
UNUSUAL MACHS INC
+$14.7M
1,154,505
建仓
CAVA
CAVA GROUP INC
+$13.5M
230,803
减持
AXON
AXON ENTERPRISE INC
-$12.6M
75,714
-2%
建仓
BETA
BETA TECHNOLOGIES INC
+$12.4M
438,351
减持
—
GENIUS SPORTS LIMITED
-$12.2M
7,853,872
-2%
减持
—
SPORTRADAR GROUP AG
-$11.2M
1,670,471
-12%
增持
KVYO
KLAVIYO INC
+$11.0M
605,271
+95%
增持
—
KORNIT DIGITAL LTD
+$10.6M
2,569,663
+31%
增持
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$10.5M
665,518
+45%
减持
INDI
INDIE SEMICONDUCTOR INC
-$10.3M
17,216,584
-1%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$9.9M
0
-100%
减持
VCTR
VICTORY CAP HLDGS INC
-$9.8M
1,075,202
-10%
减持
EXAS
EXACT SCIENCES CORP
-$9.6M
57,212
-80%
减持
TOST
TOAST INC
-$8.4M
1,037,146
-16%
建仓
HQY
HEALTHEQUITY INC
+$8.3M
91,020
增持
PHR
PHREESIA INC
+$8.1M
2,399,613
+74%
减持
ELF
E L F BEAUTY INC
-$7.5M
73,239
-26%
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$7.4M
439,252
+254%
减持
BELFB
BEL FUSE INC
-$7.2M
29,884
-66%
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC
+$7.1M
656,020
建仓
VITL
VITAL FARMS INC
+$6.9M
216,551
增持
OWLT
OWLET INC
+$6.8M
686,749
+35%
增持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$6.8M
1,223,404
+249%
减持
VRNS
VARONIS SYS INC
-$6.7M
84,421
-49%
增持
AZTA
AZENTA INC
+$6.5M
204,676
+2000%
建仓
MP
MP MATERIALS CORP
+$6.5M
128,417
清仓
ACVA
ACV AUCTIONS INC
-$6.5M
0
-100%
增持
—
CELLEBRITE DI LTD
+$6.4M
3,057,018
+16%
减持
STEP
STEPSTONE GROUP INC
-$6.4M
288,709
-24%
增持
CELC
CELCUITY INC
+$6.2M
87,032
+77%
清仓
—
MERUS N V
-$6.2M
0
-100%
减持
—
TOWER SEMICONDUCTOR LTD
-$6.2M
56,795
-68%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$5.9M
0
-100%
减持
TRNS
TRANSCAT INC
-$5.9M
191,580
-16%
减持
STKL
SUNOPTA INC
-$5.8M
2,670,652
-2%
增持
MTRN
MATERION CORP
+$5.8M
138,226
+47%
减持
CECO
CECO ENVIRONMENTAL CORP
-$5.5M
108,889
-54%
减持
COMP
COMPASS INC
-$5.4M
3,136,223
-35%
减持
OKTA
OKTA INC
-$5.4M
49,152
-53%
建仓
—
FABRINET
+$5.4M
11,877
减持
EXLS
EXLSERVICE HOLDINGS INC
-$5.3M
48,206
-71%
减持
LITE
LUMENTUM HLDGS INC
+$5.2M
28,498
-13%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$5.1M
350,956
清仓
POWL
POWELL INDS INC
-$5.1M
0
-100%
减持
AMRC
AMERESCO INC
-$5.1M
848,007
-5%
减持
NTNX
NUTANIX INC
-$5.0M
152,001
-12%
减持
ADTN
ADTRAN HOLDINGS INC
-$5.0M
54,840
-91%
建仓
RGTI
RIGETTI COMPUTING INC
+$4.9M
221,227
减持
AGYS
AGILYSYS INC
-$4.9M
42,257
-55%
增持
APPS
DIGITAL TURBINE INC
-$4.8M
6,349,463
+11%
建仓
IONQ
IONQ INC
+$4.8M
106,722
增持
ALHC
ALIGNMENT HEALTHCARE INC
+$4.7M
749,487
+29%
减持
CWST
CASELLA WASTE SYS INC
-$4.6M
257,715
-18%
清仓
GRBK
GREEN BRICK PARTNERS INC
-$4.6M
0
-100%
增持
IMNM
IMMUNOME INC
+$4.4M
435,123
+2%
建仓
GRAL
GRAIL INC
+$4.3M
50,508
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$4.2M
1,451,237
-13%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$4.2M
0
-100%
减持
VERX
VERTEX INC
-$4.2M
150,299
-48%
建仓
NUVL
NUVALENT INC
+$4.0M
40,211
增持
CHEF
CHEFS WHSE INC
+$4.0M
68,823
+1241%
增持
RBC
RBC BEARINGS INC
+$4.0M
48,757
+6%
增持
HUBS
HUBSPOT INC
+$3.9M
37,831
+57%
增持
—
SHARKNINJA INC
+$3.8M
112,863
+32%
清仓
—
CONFLUENT INC
-$3.8M
0
-100%
增持
QXO
QXO INC
+$3.6M
799,612
+29%
清仓
CIEN
CIENA CORP
-$3.6M
0
-100%
增持
VKTX
VIKING THERAPEUTICS INC
+$3.3M
235,586
+24%
清仓
NTRA
NATERA INC
-$3.3M
0
-100%
减持
—
GLOBAL E ONLINE LTD
+$3.2M
1,191,892
-2%
增持
ENVX
ENOVIX CORPORATION
-$3.1M
1,964,565
+12%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$3.0M
363,482
+2482%
建仓
CHYM
CHIME FINL INC
+$2.9M
115,755
增持
SLAB
SILICON LABORATORIES INC
+$2.9M
32,019
+228%
减持
NXT
NEXTPOWER INC
+$2.8M
384,710
-7%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$2.6M
1,659,572
-2%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$2.6M
198,307
减持
AIP
ARTERIS INC
-$2.6M
236,896
-62%
增持
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$2.6M
345,574
+84%
清仓
IDCC
INTERDIGITAL INC
-$2.6M
0
-100%
减持
VECO
VEECO INSTRS INC DEL
-$2.5M
223,278
-24%
增持
RGEN
REPLIGEN CORP
+$2.5M
72,002
+3%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$2.5M
199,317
+120%
建仓
RDW
REDWIRE CORPORATION
+$2.4M
316,942
建仓
UAMY
UNITED STATES ANTIMONY CORP
+$2.4M
478,991
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$2.4M
89,857
减持
RVMD
REVOLUTION MEDICINES INC
+$2.4M
99,194
-16%
增持
CVLT
COMMVAULT SYS INC
-$2.3M
44,706
+7%
减持
KIDS
ORTHOPEDIATRICS CORP
-$2.3M
663,981
-13%
增持
CYTK
CYTOKINETICS INC
+$2.3M
82,121
+53%
清仓
—
NEXXEN INTL LTD
-$2.2M
0
-100%
减持
RCUS
ARCUS BIOSCIENCES INC
-$2.1M
169,940
-63%
建仓
TALK
TALKSPACE INC
+$2.1M
581,666
减持
SIBN
SI-BONE INC
+$2.1M
880,155
-15%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$2.0M
316,213
+12%
增持
LENZ
LENZ THERAPEUTICS INC
-$2.0M
431,100
+125%
增持
BBNX
BETA BIONICS INC
+$2.0M
121,246
+41%
减持
DAVE
DAVE INC
-$2.0M
1,911
-84%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$1.9M
153,769
+18%
清仓
INSM
INSMED INC
-$1.9M
0
-100%
减持
APGE
APOGEE THERAPEUTICS INC
+$1.9M
94,720
-28%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$1.8M
59,428
+71%
增持
TCBI
TEXAS CAP BANCSHARES INC
+$1.8M
178,369
+5%
增持
EYPT
EYEPOINT INC
+$1.7M
366,675
+5%
清仓
SG
SWEETGREEN INC
-$1.7M
0
-100%
增持
BLFS
BIOLIFE SOLUTIONS INC
+$1.7M
482,356
+23%
减持
—
JFROG LTD
+$1.6M
150,580
-8%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
+$1.6M
366,793
-7%
减持
ANAB
ANAPTYSBIO INC
+$1.6M
125,855
-15%
减持
IMVT
IMMUNOVANT INC
+$1.6M
230,188
-14%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$1.5M
229,129
+10%
建仓
ELVA
ELECTROVAYA INC
+$1.5M
194,961
增持
WGS
GENEDX HOLDINGS CORP
+$1.5M
30,910
+30%
增持
ARLO
ARLO TECHNOLOGIES INC
+$1.5M
338,382
+75%
增持
WSC
WILLSCOT HLDGS CORP
+$1.4M
297,852
+49%
增持
NTSK
NETSKOPE INC
+$1.3M
202,461
+109%
增持
KRUS
KURA SUSHI USA INC
+$1.3M
787,108
+17%
增持
NPKI
NPK INTERNATIONAL INC
+$1.3M
580,447
+16%
增持
CRVL
CORVEL CORP
+$1.2M
58,679
+67%
增持
CERT
CERTARA INC
-$1.1M
460,797
+8%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.1M
17,355
+65%
增持
KNSL
KINSALE CAP GROUP INC
+$1.1M
19,686
+26%
建仓
RCAT
RED CAT HLDGS INC
+$1.1M
132,572
增持
—
SOLENO THERAPEUTICS INC
-$1.0M
137,592
+26%
增持
—
GATES INDL CORP PLC
+$986.6K
834,723
+22%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$984.5K
91,770
+9%
增持
BOOT
BOOT BARN HLDGS INC
+$895.1K
39,495
+8%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$699.5K
53,452
+7%
增持
XENE
XENON PHARMACEUTICALS INC
+$646.4K
92,778
+6%
减持
ALKT
ALKAMI TECHNOLOGY INC
-$591.2K
265,266
-2%
