0001398344-24-009678.txt : 20240515 0001398344-24-009678.hdr.sgml : 20240515 20240515123153 ACCESSION NUMBER: 0001398344-24-009678 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Granahan Investment Management, LLC CENTRAL INDEX KEY: 0001026710 ORGANIZATION NAME: 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: 24948693 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 03-31-2024 03-31-2024 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 05-15-2024 1 181 2847901962 1 028-15699 000148574 801-71604 Destra Capital Advisors LLC INFORMATION TABLE 2 fp0087885-1_13fhr-table.xml 10X GENOMICS INC CL A COM 88025U109 6713854 178893 SH SOLE 131238 0 47655 908 DEVICES INC COM 65443P102 13094509 1734372 SH SOLE 1297949 0 436423 ALLEGRO MICROSYSTEMS INC COM 01749D105 4205221 155980 SH SOLE 109374 0 46606 ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106 10043411 775553 SH SOLE 591427 0 184126 AMERESCO INC CL A 02361E108 12807480 530770 SH SOLE 474942 0 55828 APELLIS PHARMACEUTICALS INC COM 03753U106 3914572 66597 SH SOLE 46455 0 20142 ARCTURUS THERAPEUTICS HLDGS COM 03969T109 11351684 336147 SH SOLE 301004 0 35143 ARCUS BIOSCIENCES INC COM 03969F109 5599242 296570 SH SOLE 206950 0 89620 ARRAY TECHNOLOGIES INC COM SHS 04271T100 32119942 2154255 SH SOLE 1919120 0 235135 ARTERIS INC COM 04302A104 3925445 536263 SH SOLE 406250 0 130013 AXON ENTERPRISE INC COM 05464C101 92363428 295204 SH SOLE 221588 0 73616 AZENTA INC COM 114340102 7084829 117532 SH SOLE 85722 0 31810 BEL FUSE INC CL B 077347300 6907847 114539 SH SOLE 87372 0 27167 BIOLIFE SOLUTIONS INC COM NEW 09062W204 20031125 1079845 SH SOLE 811910 0 267935 BIOMERICA INC COM NEW 09061H307 939762 1129522 SH SOLE 960062 0 169460 BLUEBIRD BIO INC COM 09609G100 9870936 7711669 SH SOLE 6197676 0 1513993 BLUEPRINT MEDICINES CORP COM 09627Y109 17010011 179317 SH SOLE 128387 0 50930 BOOT BARN HLDGS INC COM 099406100 8515354 89494 SH SOLE 70951 0 18543 BRIDGEBIO PHARMA INC COM 10806X102 14130007 456986 SH SOLE 326573 0 130413 BRIGHT HORIZONS FAM SOL IN D COM 109194100 1129406 9963 SH SOLE 9963 0 0 BUMBLE INC COM CL A 12047B105 16272064 1433662 SH SOLE 1076134 0 357528 CANADIAN SOLAR INC COM 136635109 4209196 213016 SH SOLE 190753 0 22263 CARIBOU BIOSCIENCES INC COM 142038108 376207 73192 SH SOLE 73192 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 19878686 278335 SH SOLE 248044 0 30291 CASELLA WASTE SYS INC CL A 147448104 33118879 334974 SH SOLE 249832 0 85142 CASTLE BIOSCIENCES INC COM 14843C105 36043012 1627224 SH SOLE 1365102 0 262122 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 12706735 1062436 SH SOLE 805533 0 256903 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 602674 54393 SH SOLE 48501 0 5892 CERTARA INC COM 15687V109 4097202 229150 SH SOLE 160222 0 68928 CEVA INC COM 157210105 3064964 134961 SH SOLE 106993 0 27968 CHART INDS INC COM 16115Q308 43528413 264257 SH SOLE 234367 0 29890 CHEFS WHSE INC COM 163086101 26600087 706322 SH SOLE 600678 0 105644 CIENA CORP COM NEW 171779309 6329254 127993 SH SOLE 92839 0 35154 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 11084018 169662 SH SOLE 126422 0 43240 COLUMBUS MCKINNON CORP N Y COM 199333105 21838396 489321 SH SOLE 374855 0 114466 COMPASS INC CL A 20464U100 23037840 6399400 SH SOLE 4803035 0 1596365 CONFLUENT INC CLASS A COM 20717M103 11418203 374122 SH SOLE 261406 0 112716 CORVEL CORP COM 221006109 7569041 28784 SH SOLE 20130 0 8654 COSTAR GROUP INC COM 22160N109 59022407 610998 SH SOLE 453517 0 157481 COURSERA INC COM 22266M104 7193648 513099 SH SOLE 380214 0 132885 CRYOPORT INC COM PAR $0.001 229050307 940649 53144 SH SOLE 53144 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 14926281 56192 SH SOLE 39203 0 16989 CYTOSORBENTS CORP COM NEW 23283X206 2892591 3044833 SH SOLE 2464375 0 580458 DARLING INGREDIENTS INC COM 237266101 506401 10888 SH SOLE 10888 0 0 DESCARTES SYS GROUP INC COM 249906108 6758209 73836 SH SOLE 51634 0 22202 DEXCOM INC COM 252131107 426919 3078 SH SOLE 3078 0 0 DOUBLEVERIFY HLDGS INC COM 25862V105 37756214 1073840 SH SOLE 805622 0 268218 EDGEWISE THERAPEUTICS INC COM 28036F105 11090139 608012 SH SOLE 452354 0 155658 ENOVIX CORPORATION COM 293594107 5634010 703372 SH SOLE 518838 0 184534 ETSY INC COM 29786A106 5689329 82790 SH SOLE 62501 0 20289 EURONET WORLDWIDE INC COM 298736109 20341557 185041 SH SOLE 150488 0 34553 EVERQUOTE INC COM CL A 30041R108 20565464 1108053 SH SOLE 842134 0 265919 EVOLENT HEALTH INC CL A 30050B101 82154165 2505464 SH SOLE 1997358 0 508106 EXLSERVICE HOLDINGS INC COM 302081104 5887834 185152 SH SOLE 129599 0 55553 EXPEDIA GROUP INC COM NEW 30212P303 7412879 53814 SH SOLE 53814 0 0 FARO TECHNOLOGIES INC COM 311642102 5917831 275120 SH SOLE 246087 0 29033 FIRST SOLAR INC COM 336433107 2411139 14284 SH SOLE 14284 0 0 FIRST WATCH RESTAURANT GROUP COM 33748L101 16853030 684526 SH SOLE 511659 0 172867 FIVE9 INC COM 338307101 7037436 113306 SH SOLE 79289 0 34017 FORMFACTOR INC COM 346375108 2783932 61011 SH SOLE 42659 0 18352 FOX FACTORY HLDG CORP COM 35138V102 1825366 35056 SH SOLE 24519 0 10537 GENIUS SPORTS LIMITED SHARES CL A G3934V109 67721571 11860170 SH SOLE 9709887 0 2150283 GENTHERM INC COM 37253A103 21597106 375080 SH SOLE 335321 0 39759 GLOBANT S A COM L44385109 35518854 175923 SH SOLE 131430 0 44493 GOOSEHEAD INS INC COM CL A 38267D109 674661 10127 SH SOLE 10127 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 6674485 231914 SH SOLE 165660 0 66254 GUARDANT HEALTH INC COM 40131M109 4093693 198434 SH SOLE 138071 0 60363 GUIDEWIRE SOFTWARE INC COM 40171V100 19259718 165022 SH SOLE 119511 0 45511 HARVARD BIOSCIENCE INC COM 416906105 7902300 1863750 SH SOLE 1424419 0 439331 HASHICORP INC COM CL A 418100103 5656347 209883 SH SOLE 146826 0 63057 HEALTH CATALYST INC COM 42225T107 9440391 1253704 SH SOLE 943938 0 309766 HONEST CO INC COM 438333106 1586717 391782 SH SOLE 336064 0 55718 HUBSPOT INC COM 443573100 12110778 19329 SH SOLE 14616 0 4713 HUDSON TECHNOLOGIES INC COM 444144109 3752781 340852 SH SOLE 294276 0 46576 INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 137209876 19379926 SH SOLE 15666806 0 3713120 INSMED INC COM PAR $.01 457669307 3628773 133755 SH SOLE 93467 0 40288 INTELLIA THERAPEUTICS INC COM 45826J105 6058225 220219 SH SOLE 158403 0 61816 INTRA-CELLULAR THERAPIES INC COM 46116X101 3458201 49974 SH SOLE 34717 0 15257 JFROG LTD ORD SHS M6191J100 8627543 195105 SH SOLE 136336 0 58769 KEROS THERAPEUTICS INC COM 492327101 9864661 149013 SH SOLE 106009 0 43004 KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 12786757 648087 SH SOLE 493335 0 154752 KINSALE CAP GROUP INC COM 49714P108 16413867 31280 SH SOLE 23229 0 8051 KLAVIYO INC COM SER A 49845K101 7817876 306824 SH SOLE 230141 0 76683 KNIFE RIVER CORP COMMON STOCK 498894104 6010298 74128 SH SOLE 66055 0 8073 KORNIT DIGITAL LTD SHS M6372Q113 25971831 1433324 SH SOLE 1149126 0 284198 LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 34462486 2220521 SH SOLE 1664013 0 556508 LOVESAC COMPANY COM 54738L109 28393713 1256359 SH SOLE 949826 0 306533 MAGNITE INC COM 55955D100 58459489 5438092 SH SOLE 4594668 0 843424 MATERION CORP COM 576690101 25639341 194606 SH SOLE 144335 0 50271 MAYVILLE ENGR CO INC COM 578605107 2737933 191063 SH SOLE 152465 0 38598 MESA LABS INC COM 59064R109 5725821 52181 SH SOLE 36460 0 15721 MODINE MFG CO COM 607828100 11598616 121847 SH SOLE 108724 0 13123 MONOLITHIC PWR SYS INC COM 609839105 363097 536 SH SOLE 536 0 0 MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 10840438 215816 SH SOLE 154673 0 61143 NATERA INC COM 632307104 12090738 132197 SH SOLE 103773 0 28424 NEOGEN CORP COM 640491106 5066074 321044 SH SOLE 224032 0 97012 NEXTRACKER INC CLASS A COM 65290E101 2915743 51817 SH SOLE 46370 0 5447 NOVA LTD COM M7516K103 3895797 21963 SH SOLE 15373 0 6590 NUTANIX INC CL A 67059N108 12243088 198365 SH SOLE 147268 0 51097 NUVEI CORPORATION SUB VTG SHS 67079A102 1373826 43448 SH SOLE 43448 0 0 ODDITY TECH LTD SHS CL A M7518J104 26583753 611824 SH SOLE 458250 0 153574 OKTA INC CL A 679295105 3701456 35380 SH SOLE 24848 0 10532 ONTO INNOVATION INC COM 683344105 8182281 45186 SH SOLE 31509 0 13677 ORTHOPEDIATRICS CORP COM 68752L100 21173630 726119 SH SOLE 572351 0 153768 OSI SYSTEMS INC COM 671044105 7377510 51656 SH SOLE 36061 0 15595 PAYLOCITY HLDG CORP COM 70438V106 36695032 213517 SH SOLE 159767 0 53750 PDF SOLUTIONS INC COM 693282105 5910061 175529 SH SOLE 131108 0 44421 PENTAIR PLC SHS G7S00T104 1636518 19154 SH SOLE 19154 0 0 PERFICIENT INC COM 71375U101 10298650 182957 SH SOLE 130639 0 52318 PHREESIA INC COM 71944F106 35758455 1494294 SH SOLE 1092167 0 402127 PLIANT THERAPEUTICS INC COM 729139105 15597991 1046845 SH SOLE 796580 0 250265 PORCH GROUP INC COM 733245104 47412534 11000588 SH SOLE 8893106 0 2107482 PORTILLOS INC COM CL A 73642K106 21533507 1518583 SH SOLE 1170521 0 348062 POWER INTEGRATIONS INC COM 739276103 8717223 121834 SH SOLE 94171 0 27663 PROS HOLDINGS INC COM 74346Y103 19538565 537808 SH SOLE 396337 0 141471 PROTHENA CORP PLC SHS G72800108 8271198 333920 SH SOLE 243866 0 90054 PTC INC COM 69370C100 10406626 55079 SH SOLE 38536 0 16543 PURE STORAGE INC CL A 74624M102 29127294 560248 SH SOLE 462636 0 97612 QUALYS INC COM 74758T303 8351343 50047 SH SOLE 34974 0 15073 QUANTA SVCS INC COM 74762E102 889555 3424 SH SOLE 3424 0 0 QUANTERIX CORP COM 74766Q101 15827113 671779 SH SOLE 533496 0 138283 RADWARE LTD ORD M81873107 2699237 144190 SH SOLE 107981 0 36209 RAPID7 INC COM 753422104 3953212 80612 SH SOLE 59695 0 20917 RBC BEARINGS INC COM 75524B104 27953379 103397 SH SOLE 76070 0 27327 REDDIT INC CL A 75734B100 5925551 120145 SH SOLE 90028 0 30117 REPLIGEN CORP COM 759916109 22946779 124765 SH SOLE 90805 0 33960 RESEARCH SOLUTIONS INC COM 761025105 97230 30769 SH SOLE 30769 0 0 RH COM 74967X103 15421649 44282 SH SOLE 33224 0 11058 RISKIFIED LTD SHS CL A M8216R109 3944718 729153 SH SOLE 646983 0 82170 ROGERS CORP COM 775133101 2436706 20530 SH SOLE 14378 0 6152 RXSIGHT INC COM 78349D107 878407 17030 SH SOLE 11882 0 5148 SAGE THERAPEUTICS INC COM 78667J108 2930393 156371 SH SOLE 109077 0 47294 SEMTECH CORP COM 816850101 10534415 383209 SH SOLE 317516 0 65693 SHIFT4 PMTS INC CL A 82452J109 20309389 307392 SH SOLE 274005 0 33387 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4301214 384724 SH SOLE 343672 0 41052 SHOCKWAVE MED INC COM 82489T104 7933324 24363 SH SOLE 18232 0 6131 SI-BONE INC COM 825704109 26070436 1592574 SH SOLE 1312815 0 279759 SILICON LABORATORIES INC COM 826919102 3292625 22910 SH SOLE 16025 0 6885 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 16595958 215700 SH SOLE 192962 0 22738 SKECHERS U S A INC CL A 830566105 1901694 31043 SH SOLE 25121 0 5922 SMARTSHEET INC COM CL A 83200N103 39051397 1014322 SH SOLE 751479 0 262843 SOUNDTHINKING INC COM 82536T107 3696864 232800 SH SOLE 187792 0 45008 SPRINKLR INC CL A 85208T107 4388439 357656 SH SOLE 249486 0 108170 SPROUT SOCIAL INC COM CL A 85209W109 95417356 1598013 SH SOLE 1199772 0 398241 SPS COMM INC COM 78463M107 57962267 313479 SH SOLE 233779 0 79700 SPX TECHNOLOGIES INC COM 78473E103 14371980 116722 SH SOLE 104483 0 12239 STOKE THERAPEUTICS INC COM 86150R107 6418751 475463 SH SOLE 348996 0 126467 STONERIDGE INC COM 86183P102 3792241 205653 SH SOLE 174744 0 30909 STRATASYS LTD SHS M85548101 10454921 899735 SH SOLE 660732 0 239003 SUNOPTA INC COM 8676EP108 14237388 2072400 SH SOLE 1853615 0 218785 SWEETGREEN INC COM CL A 87043Q108 3017080 119441 SH SOLE 106464 0 12977 SYMBOTIC INC CLASS A COM 87151X101 2054655 45659 SH SOLE 45659 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 9445696 396878 SH SOLE 289206 0 107672 TETRA TECH INC NEW COM 88162G103 1351523 7317 SH SOLE 7317 0 0 TEXAS CAP BANCSHARES INC COM 88224Q107 18828268 305902 SH SOLE 219237 0 86665 THE REAL BROKERAGE INC COM NEW 75585H206 2483124 795873 SH SOLE 676527 0 119346 THREDUP INC CL A 88556E102 535000 267500 SH SOLE 228806 0 38694 TOAST INC CL A 888787108 75930119 3046955 SH SOLE 2279006 0 767949 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 17847039 1103713 SH SOLE 821853 0 281860 TRANSMEDICS GROUP INC COM 89377M109 9862635 133387 SH SOLE 101954 0 31433 TRIPADVISOR INC COM 896945201 10815701 389194 SH SOLE 338002 0 51192 TWILIO INC CL A 90138F102 1659550 27139 SH SOLE 19041 0 8098 UDEMY INC COM 902685106 11033890 1004908 SH SOLE 755703 0 249205 VARONIS SYS INC COM 922280102 8458053 179310 SH SOLE 125214 0 54096 VEECO INSTRS INC DEL COM 922417100 21729644 617846 SH SOLE 451045 0 166801 VERACYTE INC COM 92337F107 7584570 342264 SH SOLE 256329 0 85935 VERICEL CORP COM 92346J108 1303673 25061 SH SOLE 25061 0 0 VERTEX INC CL A 92538J106 23480263 739303 SH SOLE 546493 0 192810 VIAD CORP COM 92552R406 6960784 176267 SH SOLE 157328 0 18939 VICOR CORP COM 925815102 1949628 50984 SH SOLE 35558 0 15426 VICTORY CAP HLDGS INC COM CL A 92645B103 53276338 1255629 SH SOLE 938443 0 317186 VIKING THERAPEUTICS INC COM 92686J106 26149226 318893 SH SOLE 266602 0 52291 VITA COCO CO INC COM 92846Q107 21320208 872706 SH SOLE 777061 0 95645 VIVID SEATS INC COM CL A 92854T100 21318500 3559015 SH SOLE 3179244 0 379771 WATTS WATER TECHNOLOGIES INC CL A 942749102 236568 1113 SH SOLE 1113 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 28153611 605454 SH SOLE 442616 0 162838 WNS HLDGS LTD COM SHS G98196101 9009954 178309 SH SOLE 129724 0 48585 WORKIVA INC COM CL A 98139A105 32651731 385044 SH SOLE 283189 0 101855 XENON PHARMACEUTICALS INC COM 98420N105 10507644 244080 SH SOLE 185306 0 58774 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 89927690 8227602 SH SOLE 6190451 0 2037151 ZYMEWORKS INC COM 98985Y108 6907506 656607 SH SOLE 479286 0 177321