0001398344-23-014737.txt : 20230814 0001398344-23-014737.hdr.sgml : 20230814 20230814090022 ACCESSION NUMBER: 0001398344-23-014737 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Granahan Investment Management, LLC CENTRAL INDEX KEY: 0001026710 IRS NUMBER: 042856200 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05876 FILM NUMBER: 231166637 BUSINESS ADDRESS: STREET 1: 404 WYMAN STREET STREET 2: SUITE 460 CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 7818904412 MAIL ADDRESS: STREET 1: 404 WYMAN STREET STREET 2: SUITE 460 CITY: WALTHAM STATE: MA ZIP: 02451 FORMER COMPANY: FORMER CONFORMED NAME: GRANAHAN INVESTMENT MANAGEMENT INC/MA DATE OF NAME CHANGE: 19990322 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001026710 XXXXXXXX 06-30-2023 06-30-2023 false Granahan Investment Management, LLC

404 WYMAN STREET SUITE 460 WALTHAM MA 02451

13F HOLDINGS REPORT 028-05876 000107745 801-23705 N Susan Rawley 781-902-1413 /s/ Susan Rawley Waltham MA 08-14-2023 1 175 3249667427 1 028-15699 000148574 801-71604 Destra Capital Advisors LLC INFORMATION TABLE 2 fp0084474-1_13fhr-table.xml 908 DEVICES INC COM 65443P102 12250266 1785753 SH SOLE 1425011 0 360742 AIRGAIN INC COM 00938A104 3208070 594087 SH SOLE 447212 0 146875 AKOUSTIS TECHNOLOGIES INC COM 00973N102 4134391 1300123 SH SOLE 990706 0 309417 AKOYA BIOSCIENCES INC COM 00974H104 3563428 482196 SH SOLE 361745 0 120451 ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106 14112460 814337 SH SOLE 665444 0 148893 AMBARELLA INC SHS G037AX101 2654180 31722 SH SOLE 22659 0 9063 AMERESCO INC CL A 02361E108 30587346 628981 SH SOLE 575287 0 53694 APELLIS PHARMACEUTICALS INC COM 03753U106 10364903 113775 SH SOLE 85644 0 28131 APPIAN CORP CL A 03782L101 6326183 132903 SH SOLE 106490 0 26413 ARCUS BIOSCIENCES INC COM 03969F109 6394319 314836 SH SOLE 245777 0 69059 ARRAY TECHNOLOGIES INC COM SHS 04271T100 50947519 2254315 SH SOLE 2019643 0 234672 ARTERIS INC COM 04302A104 4028090 590629 SH SOLE 432507 0 158122 AXON ENTERPRISE INC COM 05464C101 102664339 526160 SH SOLE 414463 0 111697 AXT INC COM 00246W103 4431198 1288139 SH SOLE 1050958 0 237181 AZENTA INC COM 114340102 34419871 737358 SH SOLE 575414 0 161944 BEL FUSE INC CL B 077347300 746043 12995 SH SOLE 12995 0 0 BILL HOLDINGS INC COM 090043100 11285607 96582 SH SOLE 77297 0 19285 BIOLIFE SOLUTIONS INC COM NEW 09062W204 20866555 944188 SH SOLE 757356 0 186832 BIOMERICA INC COM NEW 09061H307 1556961 1144824 SH SOLE 1002124 0 142700 BLUEBIRD BIO INC COM 09609G100 15977299 4856322 SH SOLE 4025067 0 831255 BLUEPRINT MEDICINES CORP COM 09627Y109 11660590 184503 SH SOLE 138790 0 45713 BRIGHT HORIZONS FAM SOL IN D COM 109194100 4680374 50626 SH SOLE 39065 0 11561 BUMBLE INC COM CL A 12047B105 19666160 1172000 SH SOLE 954405 0 217595 CANADIAN SOLAR INC COM 136635109 6793771 175595 SH SOLE 161715 0 13880 CARIBOU BIOSCIENCES INC COM 142038108 536762 126297 SH SOLE 126297 0 0 CASELLA WASTE SYS INC CL A 147448104 25734110 284512 SH SOLE 217208 0 67304 CASTLE BIOSCIENCES INC COM 14843C105 34703793 2529431 SH SOLE 2190350 0 339081 CEVA INC COM 157210105 8754222 342631 SH SOLE 274388 0 68243 CHART INDS INC COM 16115Q308 61255337 383349 SH SOLE 343744 0 39605 CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 2070233 1747032 SH SOLE 1588748 0 158284 CIENA CORP COM NEW 171779309 9076161 213607 SH SOLE 161629 0 51978 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 2737559 40683 SH SOLE 31062 0 9621 COLUMBUS MCKINNON CORP N Y COM 199333105 21242389 522568 SH SOLE 424228 0 98340 CONFLUENT INC CLASS A COM 20717M103 12744015 360918 SH SOLE 267832 0 93086 CORVEL CORP COM 221006109 6933879 35834 SH SOLE 26864 0 8970 COSTAR GROUP INC COM 22160N109 70440652 791468 SH SOLE 633943 0 157525 CRYOPORT INC COM PAR $0.001 229050307 13817319 801004 SH SOLE 697753 0 103251 CYBERARK SOFTWARE LTD SHS M2682V108 5157952 32994 SH SOLE 24124 0 8870 CYTOSORBENTS CORP COM NEW 23283X206 5803547 1616587 SH SOLE 1347964 0 268623 DARLING INGREDIENTS INC COM 237266101 253246 3970 SH SOLE 3970 0 0 DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 14881658 1352878 SH SOLE 1082291 0 270587 DIGITAL TURBINE INC COM NEW 25400W102 2658423 286468 SH SOLE 245139 0 41329 DOCGO INC COM 256086109 9407293 1003980 SH SOLE 800569 0 203411 DOMO INC COM CL B 257554105 7284334 496885 SH SOLE 395446 0 101439 DOUGLAS DYNAMICS INC COM 25960R105 2076212 69485 SH SOLE 69485 0 0 EDGEWISE THERAPEUTICS INC COM 28036F105 4996526 644713 SH SOLE 513079 0 131634 EDGIO INC COM 53261M104 3641185 5402351 SH SOLE 4503614 0 898737 ENERGY RECOVERY INC COM 29270J100 987865 35344 SH SOLE 34088 0 1256 ENOVIX CORPORATION COM 293594107 42175806 2337905 SH SOLE 1873043 0 464862 ENPHASE ENERGY INC COM 29355A107 53219617 317767 SH SOLE 270915 0 46852 ETSY INC COM 29786A106 60555715 715704 SH SOLE 578764 0 136940 EURONET WORLDWIDE INC COM 298736109 42427025 361481 SH SOLE 310941 0 50540 EVERQUOTE INC COM CL A 30041R108 9192820 1414280 SH SOLE 1149770 0 264510 EVOLENT HEALTH INC CL A 30050B101 88304805 2914350 SH SOLE 2444873 0 469477 EXLSERVICE HOLDINGS INC COM 302081104 1146545 7590 SH SOLE 5557 0 2033 EXPEDIA GROUP INC COM NEW 30212P303 7828167 71562 SH SOLE 71562 0 0 FIGS INC CL A 30260D103 6602611 798381 SH SOLE 708586 0 89795 FIRST SOLAR INC COM 336433107 13874289 72988 SH SOLE 67246 0 5742 FIRST WATCH RESTAURANT GROUP COM 33748L101 13349935 789937 SH SOLE 633171 0 156766 FIVE9 INC COM 338307101 3064667 37170 SH SOLE 26260 0 10910 FIVERR INTL LTD ORD SHS M4R82T106 13584373 522275 SH SOLE 415907 0 106368 GENIUS SPORTS LIMITED SHARES CL A G3934V109 65169645 10528214 SH SOLE 8416536 0 2111678 GLOBANT S A COM L44385109 25892260 144070 SH SOLE 114844 0 29226 GOOSEHEAD INS INC COM CL A 38267D109 4342492 69049 SH SOLE 53437 0 15612 GREEN BRICK PARTNERS INC COM 392709101 817011 14384 SH SOLE 14384 0 0 GRID DYNAMICS HLDGS INC CL A 39813G109 24475889 2646042 SH SOLE 2421438 0 224604 GROCERY OUTLET HLDG CORP COM 39874R101 6059494 197958 SH SOLE 147046 0 50912 GUIDEWIRE SOFTWARE INC COM 40171V100 17887473 235114 SH SOLE 177169 0 57945 HAGERTY INC CL A COM 405166109 1751069 187080 SH SOLE 159025 0 28055 HARMONIC INC COM 413160102 16026912 991151 SH SOLE 884370 0 106781 HARVARD BIOSCIENCE INC COM 416906105 7902581 1439450 SH SOLE 1266028 0 173422 HASHICORP INC COM CL A 418100103 1640805 62674 SH SOLE 45884 0 16790 HEALTH CATALYST INC COM 42225T107 14502813 1160225 SH SOLE 930756 0 229469 HEALTHEQUITY INC COM 42226A107 30989365 490804 SH SOLE 389954 0 100850 HUBSPOT INC COM 443573100 39201731 73675 SH SOLE 58785 0 14890 HUDSON TECHNOLOGIES INC COM 444144109 6651432 691417 SH SOLE 608638 0 82779 ICAD INC COM NEW 44934S206 2462899 1510981 SH SOLE 1354943 0 156038 IMMUNOGEN INC COM 45253H101 8052810 426752 SH SOLE 338293 0 88459 INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 65571721 6975715 SH SOLE 6362625 0 613090 INSMED INC COM PAR $.01 457669307 5922285 280677 SH SOLE 210729 0 69948 INSULET CORP COM 45784P101 248549 862 SH SOLE 862 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 10678855 261865 SH SOLE 202072 0 59793 JAMES RIV GROUP LTD COM G5005R107 18336674 1004199 SH SOLE 814869 0 189330 JFROG LTD ORD SHS M6191J100 2906118 104914 SH SOLE 76873 0 28041 KEZAR LIFE SCIENCES INC COM 49372L100 4652597 1899019 SH SOLE 1482288 0 416731 KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 7552920 536429 SH SOLE 425004 0 111425 KINSALE CAP GROUP INC COM 49714P108 10665074 28501 SH SOLE 21117 0 7384 KODIAK SCIENCES INC COM 50015M109 1869038 270875 SH SOLE 203404 0 67471 KORNIT DIGITAL LTD SHS M6372Q113 91663682 3120997 SH SOLE 2688238 0 432759 LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 17408501 885028 SH SOLE 708166 0 176862 LIFEMD INC COM 53216B104 1331070 305993 SH SOLE 305993 0 0 LIQUIDITY SVCS INC COM 53635B107 14547126 881644 SH SOLE 699376 0 182268 LITHIA MTRS INC COM 536797103 11589936 38111 SH SOLE 34131 0 3980 LOVESAC COMPANY COM 54738L109 39757556 1475234 SH SOLE 1208056 0 267178 MAGNITE INC COM 55955D100 103098368 7552994 SH SOLE 6554622 0 998372 MATERION CORP COM 576690101 26784240 234538 SH SOLE 184096 0 50442 MAXCYTE INC COM 57777K106 8683766 1891888 SH SOLE 1712516 0 179372 MESA LABS INC COM 59064R109 6727746 52356 SH SOLE 42233 0 10123 MIRATI THERAPEUTICS INC COM 60468T105 5249219 145287 SH SOLE 109043 0 36244 MONOLITHIC PWR SYS INC COM 609839105 6332036 11721 SH SOLE 8828 0 2893 MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 3668634 71934 SH SOLE 57491 0 14443 NATERA INC COM 632307104 19026255 391004 SH SOLE 341232 0 49772 NEOGEN CORP COM 640491106 8477802 389784 SH SOLE 294689 0 95095 NUTANIX INC CL A 67059N108 10031522 357630 SH SOLE 272789 0 84841 OKTA INC CL A 679295105 3455502 49827 SH SOLE 40263 0 9564 OLINK HLDG AB SPONSORED ADS 680710100 14572556 777203 SH SOLE 620461 0 156742 ONTO INNOVATION INC COM 683344105 10773126 92497 SH SOLE 67308 0 25189 ORTHOPEDIATRICS CORP COM 68752L100 21888736 499173 SH SOLE 398087 0 101086 OSI SYSTEMS INC COM 671044105 9705304 82367 SH SOLE 62223 0 20144 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 8116458 610260 SH SOLE 457745 0 152515 PAYCOM SOFTWARE INC COM 70432V102 99199554 308802 SH SOLE 247343 0 61459 PAYLOCITY HLDG CORP COM 70438V106 31014511 168073 SH SOLE 134355 0 33718 PERFICIENT INC COM 71375U101 18120775 217458 SH SOLE 163988 0 53470 PHREESIA INC COM 71944F106 29235608 942780 SH SOLE 754702 0 188078 PLIANT THERAPEUTICS INC COM 729139105 14683669 810357 SH SOLE 663945 0 146412 PORCH GROUP INC COM 733245104 17188255 12455257 SH SOLE 10709947 0 1745310 PORTILLOS INC COM CL A 73642K106 20248026 898714 SH SOLE 710003 0 188711 POWER INTEGRATIONS INC COM 739276103 10974620 115925 SH SOLE 88404 0 27521 PROS HOLDINGS INC COM 74346Y103 24131061 783476 SH SOLE 615858 0 167618 PROTHENA CORP PLC SHS G72800108 20146492 295057 SH SOLE 239594 0 55463 PTC INC COM 69370C100 10393165 73037 SH SOLE 53517 0 19520 PURE STORAGE INC CL A 74624M102 23522825 638860 SH SOLE 521306 0 117554 QUALYS INC COM 74758T303 7148139 55339 SH SOLE 40448 0 14891 QUANTERIX CORP COM 74766Q101 26575446 1178512 SH SOLE 985519 0 192993 RADWARE LTD ORD M81873107 9044310 466442 SH SOLE 371883 0 94559 RAPID7 INC COM 753422104 11044833 243923 SH SOLE 183994 0 59929 RB GLOBAL INC COM 74935Q107 52939740 882329 SH SOLE 672121 0 210208 RBC BEARINGS INC COM 75524B104 23956060 110158 SH SOLE 83995 0 26163 RENALYTIX PLC ADS 75973T101 54741 18747 SH SOLE 5828 0 12919 REPLIGEN CORP COM 759916109 21328207 150772 SH SOLE 116663 0 34109 RESEARCH SOLUTIONS INC COM 761025105 62161 30471 SH SOLE 30471 0 0 REVANCE THERAPEUTICS INC COM 761330109 7312742 288927 SH SOLE 226060 0 62867 RISKIFIED LTD SHS CL A M8216R109 7454739 1533897 SH SOLE 1357676 0 176221 RUSH ENTERPRISES INC CL A 781846209 1727992 28449 SH SOLE 28449 0 0 SHOCKWAVE MED INC COM 82489T104 6504779 22791 SH SOLE 17188 0 5603 SI-BONE INC COM 825704109 25461458 943716 SH SOLE 773202 0 170514 SILICON LABORATORIES INC COM 826919102 6251236 39630 SH SOLE 28999 0 10631 SILK RD MED INC COM 82710M100 5012460 154277 SH SOLE 116429 0 37848 SITIME CORP COM 82982T106 2279062 19319 SH SOLE 14130 0 5189 SMARTSHEET INC COM CL A 83200N103 2231208 58317 SH SOLE 42724 0 15593 SOLAREDGE TECHNOLOGIES INC COM 83417M104 9930905 36911 SH SOLE 35736 0 1175 SOUNDTHINKING INC COM 82536T107 14610721 668377 SH SOLE 541670 0 126707 SPROUT SOCIAL INC COM CL A 85209W109 102164820 2213276 SH SOLE 1757190 0 456086 SPS COMM INC COM 78463M107 113014826 588435 SH SOLE 468131 0 120304 STOKE THERAPEUTICS INC COM 86150R107 5664514 532880 SH SOLE 419933 0 112947 STONERIDGE INC COM 86183P102 6732843 357180 SH SOLE 322886 0 34294 STRATASYS LTD SHS M85548101 17848800 1005000 SH SOLE 801092 0 203908 SUPER MICRO COMPUTER INC COM 86800U104 5025628 20163 SH SOLE 17912 0 2251 TANDEM DIABETES CARE INC COM NEW 875372203 2179152 88800 SH SOLE 66686 0 22114 TECHTARGET INC COM 87874R100 4730390 151956 SH SOLE 111043 0 40913 TETRA TECH INC NEW COM 88162G103 683287 4173 SH SOLE 4173 0 0 TEXAS CAP BANCSHARES INC COM 88224Q107 32154901 624367 SH SOLE 481277 0 143090 THE BEAUTY HEALTH COMPANY COM CL A 88331L108 9697398 1158590 SH SOLE 926549 0 232041 THREDUP INC CL A 88556E102 7311316 2996441 SH SOLE 2621673 0 374768 TOAST INC CL A 888787108 91998277 4076131 SH SOLE 3275462 0 800669 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 21817889 1099138 SH SOLE 843242 0 255896 TRANSMEDICS GROUP INC COM 89377M109 10051902 119694 SH SOLE 96305 0 23389 TWILIO INC CL A 90138F102 30504581 479481 SH SOLE 391628 0 87853 UDEMY INC COM 902685106 15041625 1401829 SH SOLE 1117668 0 284161 VARONIS SYS INC COM 922280102 6804891 255343 SH SOLE 196824 0 58519 VEECO INSTRS INC DEL COM 922417100 22411809 872734 SH SOLE 679765 0 192969 VERACYTE INC COM 92337F107 15070141 591682 SH SOLE 535617 0 56065 VERICEL CORP COM 92346J108 2141603 57003 SH SOLE 57003 0 0 VICOR CORP COM 925815102 8958006 165889 SH SOLE 134585 0 31304 VICTORY CAP HLDGS INC COM CL A 92645B103 31370693 994632 SH SOLE 807593 0 187039 VITA COCO CO INC COM 92846Q107 26071531 970284 SH SOLE 874481 0 95803 WATTS WATER TECHNOLOGIES INC CL A 942749102 300950 1638 SH SOLE 1638 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 37474720 784154 SH SOLE 616427 0 167727 WIX COM LTD SHS M98068105 2518859 32194 SH SOLE 27275 0 4919 WNS HLDGS LTD SPON ADR 92932M101 11492653 155896 SH SOLE 118239 0 37657 WORKIVA INC COM CL A 98139A105 46136764 453834 SH SOLE 362623 0 91211 WW INTL INC COM 98262P101 16039538 2386836 SH SOLE 1886423 0 500413 XENON PHARMACEUTICALS INC COM 98420N105 9114991 236753 SH SOLE 189252 0 47501 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 60839899 7124110 SH SOLE 5760589 0 1363521 ZYMEWORKS INC COM 98985Y108 5548107 642142 SH SOLE 510551 0 131591