Granahan Investment Management, LLC
CIK 1026710 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- PRCH6.62%
- GENI4.04%
- ODD3.84%
- MGNI3.45%
- VCTR3.18%
- FIX3.13%
- INDI2.91%
- CRS2.71%
- AXON2.28%
- LEU2.14%
Share classes counted separately34.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 9666699DWeight decreased · -1.89 pp3.34% → 1.45%Shares -1.02M (-49.21%)
- CLBTWeight increased · +1.85 pp0.14% → 1.99%Shares +2.41M (+1108.47%)
- FIXWeight increased · +1.63 pp1.50% → 3.13%Shares +24.16K (+35.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PRCHPORCH GROUP INC View history and evidence | $161.70M | 6.62% | 9.64M shares | 5.58% → 6.62%+1.04 pp -2.00M (-17.15%) | Reduced | ↗▾ |
| 02 | GENIGENIUS SPORTS LTDSHARES CL A View history and evidence | $98.76M | 4.04% | 7.98M shares | 3.53% → 4.04%+0.51 pp -359.12K (-4.31%) | Reduced | ↗▾ |
| 03 | ODDODDITY TECH LTD-CL ASHS CL A View history and evidence | $93.85M | 3.84% | 1.51M shares | 4.16% → 3.84%-0.32 pp +151.11K (+11.15%) | Added | ↗▾ |
| 04 | MGNIMAGNITE INC View history and evidence | $84.36M | 3.45% | 3.87M shares | 3.58% → 3.45%-0.13 pp +230.39K (+6.32%) | Added | ↗▾ |
| 05 | VCTRVICTORY CAPITAL HOLDING - ACOM CL A View history and evidence | $77.62M | 3.18% | 1.20M shares | 3.10% → 3.18%+0.08 pp +3.26K (+0.27%) | Added | ↗▾ |
| 06 | FIXCOMFORT SYSTEMS USA INC View history and evidence | $76.55M | 3.13% | 92.77K shares | 1.50% → 3.13%+1.63 pp +24.16K (+35.21%) | Added | ↗▾ |
| 07 | INDIINDIE SEMICONDUCTOR INC-ACLASS A COM View history and evidence | $71.12M | 2.91% | 17.47M shares | 2.82% → 2.91%+0.09 pp -2.01M (-10.33%) | Reduced | ↗▾ |
| 08 | CRSCARPENTER TECHNOLOGY View history and evidence | $66.16M | 2.71% | 269.44K shares | 2.61% → 2.71%+0.10 pp +37.77K (+16.30%) | Added | ↗▾ |
| 09 | AXONAXON ENTERPRISE INC View history and evidence | $55.58M | 2.28% | 77.45K shares | 2.82% → 2.28%-0.54 pp -6.19K (-7.40%) | Reduced | ↗▾ |
| 10 | LEUCENTRUS ENERGY CORP-CLASS ACL A View history and evidence | $52.30M | 2.14% | 168.66K shares | 1.54% → 2.14%+0.60 pp -38.06K (-18.41%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CRCL CIRCLE INTERNET GROUP INC | Non-derivative | -138,732 | -$25.15M | SEC filing ↗ | SEC filing ↗ |
| PAR PAR TECHNOLOGY CORP/DEL | Non-derivative | -260,529 | -$18.07M | SEC filing ↗ | SEC filing ↗ |
| PCTY PAYLOCITY HOLDING CORP | Non-derivative | -81,064 | -$14.69M | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1026710 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2442488478
}Research all 146 reported holdings.
This page includes 30 of 146 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 146 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1026710","quarter":"2025Q3","page_size":100}
get_institutional_manager_history
{"cik":"1026710","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.