0001398344-24-002901.txt : 20240214
0001398344-24-002901.hdr.sgml : 20240214
20240214090009
ACCESSION NUMBER: 0001398344-24-002901
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
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: 24632778
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
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12-31-2023
12-31-2023
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Granahan Investment Management, LLC
404 WYMAN STREET
SUITE 460
WALTHAM
MA
02451
13F HOLDINGS REPORT
028-05876
000107745
801-23705
N
Susan Rawley
VP/Operations and Account Administration
781-902-1413
/s/ Susan Rawley
Waltham
MA
02-14-2024
1
180
3027606559
1
028-15699
000148574
801-71604
Destra Capital Advisors LLC
INFORMATION TABLE
2
fp0086529-1_13fhr-table.xml
10X GENOMICS INC
CL A COM
88025U109
10355622
185054
SH
SOLE
136688
0
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908 DEVICES INC
COM
65443P102
22873743
2038658
SH
SOLE
1593288
0
445370
ALTA EQUIPMENT GROUP INC
COMMON STOCK
02128L106
12752753
1030942
SH
SOLE
821801
0
209141
AMBARELLA INC
SHS
G037AX101
1456373
23762
SH
SOLE
17082
0
6680
AMERESCO INC
CL A
02361E108
16521352
521672
SH
SOLE
469004
0
52668
APELLIS PHARMACEUTICALS INC
COM
03753U106
2528546
42241
SH
SOLE
30396
0
11845
ARCTURUS THERAPEUTICS HLDGS
COM
03969T109
14200040
450366
SH
SOLE
404139
0
46227
ARCUS BIOSCIENCES INC
COM
03969F109
4407841
230777
SH
SOLE
166061
0
64716
ARRAY TECHNOLOGIES INC
COM SHS
04271T100
38016602
2262893
SH
SOLE
2023896
0
238997
ARTERIS INC
COM
04302A104
4530700
769219
SH
SOLE
620766
0
148453
AXON ENTERPRISE INC
COM
05464C101
101779437
393990
SH
SOLE
304807
0
89183
AZENTA INC
COM
114340102
8704723
133631
SH
SOLE
99667
0
33964
BEL FUSE INC
CL B
077347300
2394906
35868
SH
SOLE
35868
0
0
BIOLIFE SOLUTIONS INC
COM NEW
09062W204
21005969
1292675
SH
SOLE
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0
276914
BIOMERICA INC
COM NEW
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1353340
1082672
SH
SOLE
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BLUEBIRD BIO INC
COM
09609G100
11147222
8077697
SH
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0
1335829
BLUEPRINT MEDICINES CORP
COM
09627Y109
15450846
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SH
SOLE
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0
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BOOT BARN HLDGS INC
COM
099406100
5572008
72590
SH
SOLE
61496
0
11094
BRIDGEBIO PHARMA INC
COM
10806X102
15675752
388302
SH
SOLE
283641
0
104661
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
6623753
70286
SH
SOLE
53046
0
17240
BUMBLE INC
COM CL A
12047B105
20175861
1368783
SH
SOLE
1063537
0
305246
CANADIAN SOLAR INC
COM
136635109
7323390
279199
SH
SOLE
253508
0
25691
CARIBOU BIOSCIENCES INC
COM
142038108
792631
138330
SH
SOLE
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0
0
CASELLA WASTE SYS INC
CL A
147448104
29597618
346333
SH
SOLE
263341
0
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CASTLE BIOSCIENCES INC
COM
14843C105
46752444
2166471
SH
SOLE
1850899
0
315572
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
13180428
1157193
SH
SOLE
900290
0
256903
CERTARA INC
COM
15687V109
4284115
243554
SH
SOLE
175888
0
67666
CEVA INC
COM
157210105
3968414
174743
SH
SOLE
149813
0
24930
CHART INDS INC
COM
16115Q308
52131092
382389
SH
SOLE
337315
0
45074
CHEFS WHSE INC
COM
163086101
23383342
794541
SH
SOLE
689943
0
104598
CIENA CORP
COM NEW
171779309
7436192
165212
SH
SOLE
122341
0
42871
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
10566331
138921
SH
SOLE
105359
0
33562
COLUMBUS MCKINNON CORP N Y
COM
199333105
20781194
532578
SH
SOLE
424333
0
108245
COMPASS INC
CL A
20464U100
7616181
2025580
SH
SOLE
1568177
0
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CONFLUENT INC
CLASS A COM
20717M103
11630572
497033
SH
SOLE
358206
0
138827
CORVEL CORP
COM
221006109
7593550
30717
SH
SOLE
22102
0
8615
COSTAR GROUP INC
COM
22160N109
62229021
712084
SH
SOLE
546343
0
165741
COURSERA INC
COM
22266M104
11729542
605552
SH
SOLE
468236
0
137316
CRYOPORT INC
COM PAR $0.001
229050307
1817116
117309
SH
SOLE
117309
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
14111201
64420
SH
SOLE
46344
0
18076
CYTOSORBENTS CORP
COM NEW
23283X206
4016139
3618143
SH
SOLE
3017250
0
600893
DARLING INGREDIENTS INC
COM
237266101
541163
10858
SH
SOLE
10858
0
0
DEFINITIVE HEALTHCARE CORP
CLASS A COM
24477E103
7294002
733803
SH
SOLE
572039
0
161764
DESCARTES SYS GROUP INC
COM
249906108
5896221
70143
SH
SOLE
50657
0
19486
DEXCOM INC
COM
252131107
426373
3436
SH
SOLE
3436
0
0
DOCGO INC
COM
256086109
7430385
1329228
SH
SOLE
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0
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DOUBLEVERIFY HLDGS INC
COM
25862V105
36987660
1005646
SH
SOLE
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DOUGLAS DYNAMICS INC
COM
25960R105
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SH
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0
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EDGEWISE THERAPEUTICS INC
COM
28036F105
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1074908
SH
SOLE
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0
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ENOVIX CORPORATION
COM
293594107
19700733
1573541
SH
SOLE
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0
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ETSY INC
COM
29786A106
14120288
174217
SH
SOLE
134758
0
39459
EURONET WORLDWIDE INC
COM
298736109
22435481
221061
SH
SOLE
183149
0
37912
EVERQUOTE INC
COM CL A
30041R108
18249950
1491009
SH
SOLE
1184389
0
306620
EVOLENT HEALTH INC
CL A
30050B101
95892399
2903191
SH
SOLE
2374136
0
529055
EXLSERVICE HOLDINGS INC
COM
302081104
5439133
176309
SH
SOLE
127324
0
48985
EXPEDIA GROUP INC
COM NEW
30212P303
7297001
48073
SH
SOLE
48073
0
0
FARO TECHNOLOGIES INC
COM
311642102
4703611
208771
SH
SOLE
187034
0
21737
FIRST SOLAR INC
COM
336433107
17418369
101105
SH
SOLE
92130
0
8975
FIRST WATCH RESTAURANT GROUP
COM
33748L101
14892231
740907
SH
SOLE
568794
0
172113
FIVE9 INC
COM
338307101
6638997
84369
SH
SOLE
60844
0
23525
FIVERR INTL LTD
ORD SHS
M4R82T106
9904460
363867
SH
SOLE
283093
0
80774
FORMFACTOR INC
COM
346375108
2704643
64844
SH
SOLE
46828
0
18016
FOX FACTORY HLDG CORP
COM
35138V102
3188700
47254
SH
SOLE
34113
0
13141
GENIUS SPORTS LIMITED
SHARES CL A
G3934V109
83914586
13578412
SH
SOLE
11362363
0
2216049
GENTHERM INC
COM
37253A103
21623162
412971
SH
SOLE
371871
0
41100
GLOBANT S A
COM
L44385109
52364881
220039
SH
SOLE
169240
0
50799
GOOSEHEAD INS INC
COM CL A
38267D109
6632803
87504
SH
SOLE
66366
0
21138
GRID DYNAMICS HLDGS INC
CL A
39813G109
11816605
886467
SH
SOLE
792167
0
94300
GROCERY OUTLET HLDG CORP
COM
39874R101
5127684
190196
SH
SOLE
137715
0
52481
GUIDEWIRE SOFTWARE INC
COM
40171V100
17013620
156031
SH
SOLE
115342
0
40689
HARMONIC INC
COM
413160102
6304892
483504
SH
SOLE
431071
0
52433
HARVARD BIOSCIENCE INC
COM
416906105
9862639
1843484
SH
SOLE
1539274
0
304210
HASHICORP INC
COM CL A
418100103
5453843
230704
SH
SOLE
166502
0
64202
HEALTH CATALYST INC
COM
42225T107
11424256
1233721
SH
SOLE
975788
0
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HUBSPOT INC
COM
443573100
37704331
64947
SH
SOLE
49548
0
15399
HUDSON TECHNOLOGIES INC
COM
444144109
7911184
586448
SH
SOLE
516092
0
70356
ICAD INC
COM NEW
44934S206
754744
426409
SH
SOLE
365685
0
60724
IMMUNOGEN INC
COM
45253H101
3528824
119016
SH
SOLE
85583
0
33433
INDIE SEMICONDUCTOR INC
CLASS A COM
45569U101
107008109
13194588
SH
SOLE
11120082
0
2074506
INSMED INC
COM PAR $.01
457669307
6265961
202193
SH
SOLE
145630
0
56563
INTELLIA THERAPEUTICS INC
COM
45826J105
7860048
257791
SH
SOLE
197804
0
59987
ISHARES TR
RUS 2000 GRW ETF
464287648
454753
1803
SH
SOLE
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0
0
JFROG LTD
ORD SHS
M6191J100
6779095
195871
SH
SOLE
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0
54548
KEZAR LIFE SCIENCES INC
COM
49372L100
1805910
1906175
SH
SOLE
1371717
0
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KINIKSA PHARMACEUTICALS LTD
COM CL A
G5269C101
12670686
722388
SH
SOLE
572266
0
150122
KINSALE CAP GROUP INC
COM
49714P108
25152746
75103
SH
SOLE
56719
0
18384
KLAVIYO INC
COM SER A
49845K101
4842860
174329
SH
SOLE
128298
0
46031
KORNIT DIGITAL LTD
SHS
M6372Q113
42794818
2233550
SH
SOLE
1884109
0
349441
LIFE TIME GROUP HOLDINGS INC
COMMON STOCK
53190C102
23785141
1577264
SH
SOLE
1206558
0
370706
LIQUIDITY SVCS INC
COM
53635B107
5465879
317599
SH
SOLE
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0
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LOVESAC COMPANY
COM
54738L109
36447918
1426533
SH
SOLE
1120619
0
305914
MAGNITE INC
COM
55955D100
62823343
6726268
SH
SOLE
5704780
0
1021488
MATERION CORP
COM
576690101
29530271
226929
SH
SOLE
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0
50724
MAXCYTE INC
COM
57777K106
6713710
1428449
SH
SOLE
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0
130970
MAYVILLE ENGR CO INC
COM
578605107
2080489
144278
SH
SOLE
144278
0
0
MESA LABS INC
COM
59064R109
7531496
71886
SH
SOLE
56816
0
15070
MODINE MFG CO
COM
607828100
7808820
130801
SH
SOLE
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0
14401
MONOLITHIC PWR SYS INC
COM
609839105
268082
425
SH
SOLE
425
0
0
MOONLAKE IMMUNOTHERAPEUTICS
CLASS A ORD
61559X104
7655761
126772
SH
SOLE
95577
0
31195
N-ABLE INC
COMMON STOCK
62878D100
2371180
178957
SH
SOLE
153543
0
25414
NATERA INC
COM
632307104
9660341
154220
SH
SOLE
123115
0
31105
NEOGEN CORP
COM
640491106
5778709
287355
SH
SOLE
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0
80588
NOVA LTD
COM
M7516K103
5026276
36584
SH
SOLE
26420
0
10164
NUTANIX INC
CL A
67059N108
11635215
243976
SH
SOLE
185056
0
58920
NUVEI CORPORATION
SUB VTG SHS
67079A102
1140419
43428
SH
SOLE
43428
0
0
ODDITY TECH LTD
SHS CL A
M7518J104
27289798
586499
SH
SOLE
453092
0
133407
OKTA INC
CL A
679295105
4445566
49106
SH
SOLE
35528
0
13578
ONTO INNOVATION INC
COM
683344105
8899086
58202
SH
SOLE
41928
0
16274
ORTHOPEDIATRICS CORP
COM
68752L100
25008155
769245
SH
SOLE
625641
0
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OSI SYSTEMS INC
COM
671044105
6276734
48638
SH
SOLE
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PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
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821306
SH
SOLE
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0
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PAYLOCITY HLDG CORP
COM
70438V106
58241175
353298
SH
SOLE
272995
0
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PDF SOLUTIONS INC
COM
693282105
4376407
136167
SH
SOLE
105403
0
30764
PENTAIR PLC
SHS
G7S00T104
2030645
27928
SH
SOLE
27928
0
0
PERFICIENT INC
COM
71375U101
15712024
238712
SH
SOLE
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0
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PHREESIA INC
COM
71944F106
24540621
1060070
SH
SOLE
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0
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PLIANT THERAPEUTICS INC
COM
729139105
20840372
1150766
SH
SOLE
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0
225723
PORCH GROUP INC
COM
733245104
36623507
11890749
SH
SOLE
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0
2124332
PORTILLOS INC
COM CL A
73642K106
21098727
1324465
SH
SOLE
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0
274724
POWER INTEGRATIONS INC
COM
739276103
9278512
113001
SH
SOLE
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0
26190
PROS HOLDINGS INC
COM
74346Y103
23506197
605986
SH
SOLE
465306
0
140680
PROTHENA CORP PLC
SHS
G72800108
15159485
417157
SH
SOLE
337033
0
80124
PTC INC
COM
69370C100
9792161
55968
SH
SOLE
40424
0
15544
PURE STORAGE INC
CL A
74624M102
16645696
466789
SH
SOLE
371381
0
95408
QUALYS INC
COM
74758T303
8338171
42481
SH
SOLE
30642
0
11839
QUANTERIX CORP
COM
74766Q101
18231925
666859
SH
SOLE
550067
0
116792
RADWARE LTD
ORD
M81873107
2802690
168027
SH
SOLE
130861
0
37166
RAPID7 INC
COM
753422104
5245263
91861
SH
SOLE
69458
0
22403
RBC BEARINGS INC
COM
75524B104
27996425
98271
SH
SOLE
73731
0
24540
RENALYTIX PLC
ADS
75973T101
29756
76298
SH
SOLE
76298
0
0
REPLIGEN CORP
COM
759916109
23317543
129686
SH
SOLE
95892
0
33794
RESEARCH SOLUTIONS INC
COM
761025105
79999
30769
SH
SOLE
30769
0
0
RH
COM
74967X103
24914836
85477
SH
SOLE
66060
0
19417
RISKIFIED LTD
SHS CL A
M8216R109
10423226
2227185
SH
SOLE
1988461
0
238724
ROGERS CORP
COM
775133101
1515239
11473
SH
SOLE
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0
3175
RUSH ENTERPRISES INC
CL A
781846209
1258556
25021
SH
SOLE
25021
0
0
SHOALS TECHNOLOGIES GROUP IN
CL A
82489W107
4575318
294422
SH
SOLE
255904
0
38518
SHOCKWAVE MED INC
COM
82489T104
7775229
40802
SH
SOLE
30843
0
9959
SI-BONE INC
COM
825704109
27002586
1286450
SH
SOLE
1072349
0
214101
SILICON LABORATORIES INC
COM
826919102
4177748
31585
SH
SOLE
22783
0
8802
SKECHERS U S A INC
CL A
830566105
1848319
29649
SH
SOLE
23847
0
5802
SMARTSHEET INC
COM CL A
83200N103
49767422
1040724
SH
SOLE
796377
0
244347
SOUNDTHINKING INC
COM
82536T107
9919353
388385
SH
SOLE
319835
0
68550
SPRINKLR INC
CL A
85208T107
5104840
423990
SH
SOLE
305085
0
118905
SPROUT SOCIAL INC
COM CL A
85209W109
104525169
1701256
SH
SOLE
1317360
0
383896
SPS COMM INC
COM
78463M107
62897203
324480
SH
SOLE
250224
0
74256
SPX TECHNOLOGIES INC
COM
78473E103
14944733
147953
SH
SOLE
133074
0
14879
STOKE THERAPEUTICS INC
COM
86150R107
5985286
1137887
SH
SOLE
866874
0
271013
STONERIDGE INC
COM
86183P102
4233735
216338
SH
SOLE
188906
0
27432
STRATASYS LTD
SHS
M85548101
14507038
1015899
SH
SOLE
776896
0
239003
SUNOPTA INC
COM
8676EP108
13094031
2393790
SH
SOLE
2173176
0
220614
SUPER MICRO COMPUTER INC
COM
86800U104
4315920
15183
SH
SOLE
13029
0
2154
SYMBOTIC INC
CLASS A COM
87151X101
532343
10371
SH
SOLE
10371
0
0
SYNDAX PHARMACEUTICALS INC
COM
87164F105
6934887
320911
SH
SOLE
243712
0
77199
TETRA TECH INC NEW
COM
88162G103
1488849
8919
SH
SOLE
8919
0
0
TEXAS CAP BANCSHARES INC
COM
88224Q107
34861228
539397
SH
SOLE
411368
0
128029
THREDUP INC
CL A
88556E102
1737682
772303
SH
SOLE
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0
105135
TOAST INC
CL A
888787108
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3898193
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SOLE
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0
884611
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
16020462
1117187
SH
SOLE
846687
0
270500
TRANSMEDICS GROUP INC
COM
89377M109
11581872
146736
SH
SOLE
116274
0
30462
TRIPADVISOR INC
COM
896945201
1729634
80336
SH
SOLE
71154
0
9182
TWILIO INC
CL A
90138F102
4204336
55415
SH
SOLE
39930
0
15485
UDEMY INC
COM
902685106
16470659
1118171
SH
SOLE
868966
0
249205
VARONIS SYS INC
COM
922280102
8000433
176688
SH
SOLE
127522
0
49166
VEECO INSTRS INC DEL
COM
922417100
20381497
656832
SH
SOLE
502641
0
154191
VERACYTE INC
COM
92337F107
13862234
503898
SH
SOLE
418992
0
84906
VERICEL CORP
COM
92346J108
2830247
79479
SH
SOLE
79479
0
0
VERTEX INC
CL A
92538J106
17877546
663606
SH
SOLE
494688
0
168918
VIAD CORP
COM
92552R406
4715521
130263
SH
SOLE
115718
0
14545
VICOR CORP
COM
925815102
4927446
109645
SH
SOLE
78876
0
30769
VICTORY CAP HLDGS INC
COM CL A
92645B103
41796005
1213589
SH
SOLE
942962
0
270627
VITA COCO CO INC
COM
92846Q107
23871865
930677
SH
SOLE
834901
0
95776
WATTS WATER TECHNOLOGIES INC
CL A
942749102
418972
2011
SH
SOLE
2011
0
0
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
46349999
1041573
SH
SOLE
823958
0
217615
WNS HLDGS LTD
SPON ADR
92932M101
11415626
180627
SH
SOLE
134463
0
46164
WORKIVA INC
COM CL A
98139A105
42550208
419090
SH
SOLE
319027
0
100063
WW INTL INC
COM
98262P101
15804093
1806182
SH
SOLE
1391430
0
414752
XENON PHARMACEUTICALS INC
COM
98420N105
13936881
302581
SH
SOLE
239751
0
62830
ZETA GLOBAL HOLDINGS CORP
CL A
98956A105
71554270
8112729
SH
SOLE
6288077
0
1824652
ZYMEWORKS INC
COM
98985Y108
7278798
700558
SH
SOLE
533581
0
166977