0001398344-24-020730.txt : 20241114 0001398344-24-020730.hdr.sgml : 20241114 20241114090019 ACCESSION NUMBER: 0001398344-24-020730 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241114 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: 241457581 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 09-30-2024 09-30-2024 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 11-14-2024 0 187 2542600847 INFORMATION TABLE 2 fp0090661-1_13fhr-table.xml 10X GENOMICS INC CL A COM 88025U109 7113919 315054 SH SOLE 225753 0 89301 908 DEVICES INC COM 65443P102 2989173 861433 SH SOLE 696057 0 165376 ACADIA HEALTHCARE COMPANY IN COM 00404A109 3100115 48890 SH SOLE 41903 0 6987 ACV AUCTIONS INC COM CL A 00091G104 20698054 1018104 SH SOLE 786938 0 231166 AGIOS PHARMACEUTICALS INC COM 00847X104 6699378 150785 SH SOLE 108042 0 42743 ALLEGRO MICROSYSTEMS INC COM 01749D105 6600308 283275 SH SOLE 204384 0 78891 AMERESCO INC CL A 02361E108 4120815 108614 SH SOLE 93602 0 15012 APELLIS PHARMACEUTICALS INC COM 03753U106 4342670 150578 SH SOLE 107899 0 42679 APOGEE THERAPEUTICS INC COM 03770N101 5389806 91757 SH SOLE 65717 0 26040 ARCTURUS THERAPEUTICS HLDGS COM 03969T109 2005715 86416 SH SOLE 73702 0 12714 ARCUS BIOSCIENCES INC COM 03969F109 5471343 357838 SH SOLE 260412 0 97426 ARRAY TECHNOLOGIES INC COM SHS 04271T100 98201 14879 SH SOLE 14879 0 0 ARTERIS INC COM 04302A104 3836192 496916 SH SOLE 394710 0 102206 AVEPOINT INC COM CL A 053604104 2036339 173011 SH SOLE 146938 0 26073 AXON ENTERPRISE INC COM 05464C101 93898807 234982 SH SOLE 176581 0 58401 BEL FUSE INC CL B 077347300 13377790 170396 SH SOLE 139468 0 30928 BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 2193209 96916 SH SOLE 69438 0 27478 BIOLIFE SOLUTIONS INC COM NEW 09062W204 16492195 658634 SH SOLE 535627 0 123007 BIOMERICA INC COM NEW 09061H307 172796 527461 SH SOLE 438043 0 89418 BLUE BIRD CORP COM 095306106 6764135 141037 SH SOLE 122102 0 18935 BLUEPRINT MEDICINES CORP COM 09627Y109 12131005 131146 SH SOLE 99065 0 32081 BOOT BARN HLDGS INC COM 099406100 5858313 35021 SH SOLE 27837 0 7184 BRIDGEBIO PHARMA INC COM 10806X102 4679242 183788 SH SOLE 131664 0 52124 BRIGHT HORIZONS FAM SOL IN D COM 109194100 8641257 61666 SH SOLE 50312 0 11354 CARPENTER TECHNOLOGY CORP COM 144285103 49765502 311853 SH SOLE 260276 0 51577 CASELLA WASTE SYS INC CL A 147448104 38944863 391445 SH SOLE 300955 0 90490 CASTLE BIOSCIENCES INC COM 14843C105 12127274 425220 SH SOLE 355941 0 69279 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 6718245 607986 SH SOLE 429334 0 178652 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 2258884 134138 SH SOLE 118820 0 15318 CERTARA INC COM 15687V109 3542053 302481 SH SOLE 217724 0 84757 CEVA INC COM 157210105 4460553 184702 SH SOLE 149341 0 35361 CHART INDS INC COM 16115Q308 24630742 198411 SH SOLE 167393 0 31018 CHEFS WHSE INC COM 163086101 17189904 409186 SH SOLE 330586 0 78600 CIENA CORP COM NEW 171779309 4818555 78236 SH SOLE 60004 0 18232 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 13852895 182467 SH SOLE 146881 0 35586 COLUMBUS MCKINNON CORP N Y COM 199333105 12676644 352129 SH SOLE 280222 0 71907 COMPASS INC CL A 20464U100 26136399 4277643 SH SOLE 3189928 0 1087715 CONFLUENT INC CLASS A COM 20717M103 11174558 548310 SH SOLE 394058 0 154252 CORVEL CORP COM 221006109 7783578 23811 SH SOLE 17052 0 6759 COSTAR GROUP INC COM 22160N109 27409766 363332 SH SOLE 274847 0 88485 CYBERARK SOFTWARE LTD SHS M2682V108 14333215 49152 SH SOLE 35367 0 13785 CYTOKINETICS INC COM NEW 23282W605 5752930 108957 SH SOLE 81867 0 27090 CYTOSORBENTS CORP COM NEW 23283X206 3142323 2094882 SH SOLE 1650047 0 444835 DARLING INGREDIENTS INC COM 237266101 419313 11284 SH SOLE 11284 0 0 DESCARTES SYS GROUP INC COM 249906108 5674434 55113 SH SOLE 39671 0 15442 DEXCOM INC COM 252131107 277613 4141 SH SOLE 4141 0 0 DOUBLEVERIFY HLDGS INC COM 25862V105 3346647 198732 SH SOLE 143028 0 55704 EDGEWISE THERAPEUTICS INC COM 28036F105 13662744 511905 SH SOLE 399873 0 112032 ENOVIX CORPORATION COM 293594107 11532089 1234699 SH SOLE 920073 0 314626 ENPHASE ENERGY INC COM 29355A107 263450 2331 SH SOLE 2331 0 0 EURONET WORLDWIDE INC COM 298736109 3255935 32812 SH SOLE 23769 0 9043 EVERQUOTE INC COM CL A 30041R108 15151204 718407 SH SOLE 536119 0 182288 EVOLENT HEALTH INC CL A 30050B101 98748585 3491817 SH SOLE 2707471 0 784346 EXACT SCIENCES CORP COM 30063P105 27945617 410241 SH SOLE 331984 0 78257 EXLSERVICE HOLDINGS INC COM 302081104 5158719 135222 SH SOLE 97319 0 37903 EXTREME NETWORKS COM 30226D106 1511928 100594 SH SOLE 73267 0 27327 EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209 3662704 458411 SH SOLE 348450 0 109961 FIRST SOLAR INC COM 336433107 1616870 6482 SH SOLE 6482 0 0 FIRST WATCH RESTAURANT GROUP COM 33748L101 16087547 1031253 SH SOLE 772311 0 258942 FIVE9 INC COM 338307101 5845004 203446 SH SOLE 146870 0 56576 FOX FACTORY HLDG CORP COM 35138V102 9054678 218185 SH SOLE 171787 0 46398 GATES INDL CORP PLC ORD SHS G39108108 12537913 714411 SH SOLE 562811 0 151600 GENIUS SPORTS LIMITED SHARES CL A G3934V109 61927682 7898939 SH SOLE 6527002 0 1371937 GENTHERM INC COM 37253A103 4810896 103349 SH SOLE 88134 0 15215 GLOBANT S A COM L44385109 38517822 194397 SH SOLE 141785 0 52612 GOOSEHEAD INS INC COM CL A 38267D109 635637 7118 SH SOLE 7118 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 13526767 73941 SH SOLE 58133 0 15808 HA SUSTAINABLE INFRA CAP INC COM 41068X100 2570359 74568 SH SOLE 64600 0 9968 HARVARD BIOSCIENCE INC COM 416906105 5018004 1865429 SH SOLE 1534848 0 330581 HEALTH CATALYST INC COM 42225T107 8404412 1032483 SH SOLE 837557 0 194926 HUBSPOT INC COM 443573100 24380239 45862 SH SOLE 34468 0 11394 HUDSON TECHNOLOGIES INC COM 444144109 107644 12907 SH SOLE 12907 0 0 INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 71059841 17809484 SH SOLE 14209548 0 3599936 INFORMATICA INC COM CL A 45674M101 5535739 218977 SH SOLE 157875 0 61102 INSMED INC COM PAR $.01 457669307 15866185 217345 SH SOLE 166306 0 51039 INTELLIA THERAPEUTICS INC COM 45826J105 5826624 283534 SH SOLE 203043 0 80491 INTRA-CELLULAR THERAPIES INC COM 46116X101 7282903 99534 SH SOLE 74269 0 25265 IRADIMED CORP COM 46266A109 529101 10521 SH SOLE 10521 0 0 IRHYTHM TECHNOLOGIES INC COM 450056106 5377055 72428 SH SOLE 62109 0 10319 JFROG LTD ORD SHS M6191J100 9316758 320825 SH SOLE 231452 0 89373 KEROS THERAPEUTICS INC COM 492327101 9356819 161130 SH SOLE 123882 0 37248 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 12679151 507369 SH SOLE 407982 0 99387 KINSALE CAP GROUP INC COM 49714P108 625261 1343 SH SOLE 1343 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 10624627 118857 SH SOLE 97901 0 20956 KORNIT DIGITAL LTD SHS M6372Q113 43346196 1677809 SH SOLE 1282255 0 395554 KURA SUSHI USA INC CL A COM 501270102 25411041 315430 SH SOLE 234042 0 81388 LATTICE SEMICONDUCTOR CORP COM 518415104 5090793 95926 SH SOLE 69112 0 26814 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 5827669 119591 SH SOLE 85692 0 33899 LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 38569974 1579442 SH SOLE 1153609 0 425833 LOVESAC COMPANY COM 54738L109 13661982 476858 SH SOLE 362826 0 114032 MAGNITE INC COM 55955D100 55409958 4000719 SH SOLE 3242300 0 758419 MAREX GROUP PLC ORD G5S37H101 29126105 1233112 SH SOLE 911304 0 321808 MARKETAXESS HLDGS INC COM 57060D108 3725404 14541 SH SOLE 11347 0 3194 MATERION CORP COM 576690101 15290703 136695 SH SOLE 110942 0 25753 MAYVILLE ENGR CO INC COM 578605107 7129572 338215 SH SOLE 264984 0 73231 MERUS N V COM N5749R100 5658020 113251 SH SOLE 83540 0 29711 MESA LABS INC COM 59064R109 5925901 45633 SH SOLE 33150 0 12483 MODINE MFG CO COM 607828100 8761883 65983 SH SOLE 52531 0 13452 MONOLITHIC PWR SYS INC COM 609839105 330971 358 SH SOLE 358 0 0 MONTROSE ENVIRONMENTAL GROUP COM 615111101 14624299 556057 SH SOLE 427430 0 128627 MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 8704206 172634 SH SOLE 131683 0 40951 NATERA INC COM 632307104 11038176 86949 SH SOLE 65898 0 21051 NEWPARK RES INC COM PAR $.01NEW 651718504 4739365 683891 SH SOLE 582583 0 101308 NEXTRACKER INC CLASS A COM 65290E101 2591667 69148 SH SOLE 60121 0 9027 NOVA LTD COM M7516K103 3593657 17249 SH SOLE 12414 0 4835 NOVANTA INC COM 67000B104 5143234 28746 SH SOLE 20690 0 8056 NUTANIX INC CL A 67059N108 12428399 209762 SH SOLE 173615 0 36147 ODDITY TECH LTD SHS CL A M7518J104 53572671 1326713 SH SOLE 986521 0 340192 OKTA INC CL A 679295105 3050096 41029 SH SOLE 29604 0 11425 ONTO INNOVATION INC COM 683344105 5073389 24443 SH SOLE 17649 0 6794 ORION GROUP HLDGS INC COM 68628V308 3098357 536977 SH SOLE 453413 0 83564 ORTHOPEDIATRICS CORP COM 68752L100 27388121 1010259 SH SOLE 842341 0 167918 OSI SYSTEMS INC COM 671044105 5077954 33445 SH SOLE 24250 0 9195 PAR TECHNOLOGY CORP COM 698884103 8407066 161426 SH SOLE 121179 0 40247 PARSONS CORP DEL COM 70202L102 21589908 208236 SH SOLE 175598 0 32638 PAYLOCITY HLDG CORP COM 70438V106 26139167 158448 SH SOLE 118634 0 39814 PDF SOLUTIONS INC COM 693282105 4906313 154871 SH SOLE 117913 0 36958 PHREESIA INC COM 71944F106 33174195 1455647 SH SOLE 1087022 0 368625 PLIANT THERAPEUTICS INC COM 729139105 8275805 738252 SH SOLE 571222 0 167030 PORCH GROUP INC COM 733245104 15340429 9993765 SH SOLE 7879159 0 2114606 PORTILLOS INC COM CL A 73642K106 14980957 1112172 SH SOLE 862570 0 249602 POWER INTEGRATIONS INC COM 739276103 7505887 117060 SH SOLE 99331 0 17729 PROS HOLDINGS INC COM 74346Y103 9418920 508581 SH SOLE 403107 0 105474 PROTHENA CORP PLC SHS G72800108 5228460 312520 SH SOLE 225846 0 86674 PTC INC COM 69370C100 10374581 57426 SH SOLE 41530 0 15896 PURE STORAGE INC CL A 74624M102 8047192 160175 SH SOLE 131100 0 29075 QUALYS INC COM 74758T303 9769383 76050 SH SOLE 54834 0 21216 QUANTA SVCS INC COM 74762E102 245079 822 SH SOLE 822 0 0 QUANTERIX CORP COM 74766Q101 14290098 1102631 SH SOLE 911481 0 191150 QXO INC COM NEW 82846H405 10381517 658308 SH SOLE 496601 0 161707 RADWARE LTD ORD M81873107 2227710 99987 SH SOLE 78479 0 21508 RAMBUS INC DEL COM 750917106 4514416 106926 SH SOLE 76953 0 29973 RAPID7 INC COM 753422104 3317173 83158 SH SOLE 65342 0 17816 RBC BEARINGS INC COM 75524B104 18618143 62189 SH SOLE 46306 0 15883 REDDIT INC CL A 75734B100 11983926 181795 SH SOLE 136240 0 45555 REPLIGEN CORP COM 759916109 13134109 88255 SH SOLE 67568 0 20687 RESEARCH SOLUTIONS INC COM 761025105 120740 44227 SH SOLE 44227 0 0 REVOLUTION MEDICINES INC COM 76155X100 6773431 149359 SH SOLE 107009 0 42350 ROGERS CORP COM 775133101 2961540 26206 SH SOLE 18865 0 7341 RXSIGHT INC COM 78349D107 5933874 120046 SH SOLE 85937 0 34109 SEMTECH CORP COM 816850101 9245785 202492 SH SOLE 159515 0 42977 SHARKNINJA INC COM SHS G8068L108 16613606 152825 SH SOLE 129662 0 23163 SHIFT4 PMTS INC CL A 82452J109 46677138 526830 SH SOLE 430950 0 95880 SI-BONE INC COM 825704109 23155158 1656306 SH SOLE 1382675 0 273631 SILICON LABORATORIES INC COM 826919102 6771593 58593 SH SOLE 42294 0 16299 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 4065510 66933 SH SOLE 57047 0 9886 SKECHERS U S A INC CL A 830566105 10490513 156762 SH SOLE 132993 0 23769 SMARTSHEET INC COM CL A 83200N103 33289241 601323 SH SOLE 430815 0 170508 SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 13062657 1078667 SH SOLE 890354 0 188313 SPROUT SOCIAL INC COM CL A 85209W109 35467667 1220078 SH SOLE 906621 0 313457 SPS COMM INC COM 78463M107 53133844 273646 SH SOLE 204932 0 68714 SPX TECHNOLOGIES INC COM 78473E103 2188429 13724 SH SOLE 11710 0 2014 STEPSTONE GROUP INC COM CL A 85914M107 13317144 234333 SH SOLE 175828 0 58505 STEVANATO GROUP S P A ORD SHS T9224W109 2319660 115983 SH SOLE 83498 0 32485 STOKE THERAPEUTICS INC COM 86150R107 7926681 644970 SH SOLE 507769 0 137201 SUMMIT THERAPEUTICS INC COM 86627T108 2761546 126098 SH SOLE 90332 0 35766 SUNOPTA INC COM 8676EP108 13989617 2192730 SH SOLE 1899088 0 293642 SUPER MICRO COMPUTER INC COM 86800U104 303556 729 SH SOLE 729 0 0 SWEETGREEN INC COM CL A 87043Q108 12728323 359050 SH SOLE 290290 0 68760 SYNDAX PHARMACEUTICALS INC COM 87164F105 12796726 664765 SH SOLE 512184 0 152581 TAYSHA GENE THERAPIES INC COM SHS 877619106 2291197 1139899 SH SOLE 901233 0 238666 TETRA TECH INC NEW COM 88162G103 714710 15155 SH SOLE 15155 0 0 TEXAS CAP BANCSHARES INC COM 88224Q107 22820251 319343 SH SOLE 234501 0 84842 THE REAL BROKERAGE INC COM NEW 75585H206 4584161 825975 SH SOLE 704312 0 121663 TOAST INC CL A 888787108 64573043 2280927 SH SOLE 1693520 0 587407 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 8762117 798007 SH SOLE 639327 0 158680 TRANSCAT INC COM 893529107 9827538 81374 SH SOLE 61628 0 19746 TRANSMEDICS GROUP INC COM 89377M109 9705269 61817 SH SOLE 46211 0 15606 UNIVERSAL TECHNICAL INST INC COM 913915104 2773289 170559 SH SOLE 149732 0 20827 VARONIS SYS INC COM 922280102 8262108 146232 SH SOLE 105736 0 40496 VEECO INSTRS INC DEL COM 922417100 9666141 291764 SH SOLE 234201 0 57563 VERACYTE INC COM 92337F107 10619833 311981 SH SOLE 266764 0 45217 VERICEL CORP COM 92346J108 2296964 54366 SH SOLE 38924 0 15442 VERTEX INC CL A 92538J106 21157895 549413 SH SOLE 402268 0 147145 VIAD CORP COM 92552R406 2621036 73152 SH SOLE 63523 0 9629 VICOR CORP COM 925815102 2042608 48518 SH SOLE 35382 0 13136 VICTORY CAP HLDGS INC COM CL A 92645B103 63682688 1149507 SH SOLE 859313 0 290194 VIKING THERAPEUTICS INC COM 92686J106 20593920 325287 SH SOLE 263924 0 61363 VITA COCO CO INC COM 92846Q107 18583590 656432 SH SOLE 562246 0 94186 VITAL FARMS INC COM 92847W103 3486133 99405 SH SOLE 85351 0 14054 VIVID SEATS INC COM CL A 92854T100 17811745 4813985 SH SOLE 4098337 0 715648 WILLSCOT HLDGS CORP COM CL A 971378104 23420138 622876 SH SOLE 480230 0 142646 WNS HLDGS LTD COM SHS G98196101 3658390 69406 SH SOLE 50410 0 18996 WORKIVA INC COM CL A 98139A105 11051956 139686 SH SOLE 105343 0 34343 XENON PHARMACEUTICALS INC COM 98420N105 7908527 200877 SH SOLE 163588 0 37289 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 85469781 2865229 SH SOLE 2111698 0 753531 ZYMEWORKS INC COM 98985Y108 7699463 613503 SH SOLE 454291 0 159212