Granahan Investment Management
Granahan Investment Management reported 150 stocks worth $2.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PRCH (6.6%), SIMO (5.3%) and FPS (3.6%). Compared with Q1 2026, the fund opened new positions in TWST, QNT and ARXS, added to SIMO, MRX and NXT, trimmed PRCH, FPS and INDI and sold out of FIX, SMTC and SRAD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PRCH Porch Group Inc | $186M | 6.6% | 12.4M | −281K (−2%) | 8 of 8 | |
| 2 |  SIMO Silicon Motion Technology Co | $149M | 5.3% | 446K | +251K (+128%) | 6 of 8 | |
| 3 |  FPS Forgent Power Solutions Inc | $101M | 3.6% | 1.8M | −263K (−13%) | 2 of 8 | |
| 4 |  INDI Indie Semiconductor Inc | $87.2M | 3.1% | 19.4M | −864K (−4%) | 8 of 8 | |
| 5 |  VCTR Victory Cap Hldgs Inc | $85.3M | 3.0% | 1M | −72K (−7%) | 8 of 8 | |
| 6 |  FTAI Ftai Aviation Ltd | $79.5M | 2.8% | 294K | −47K (−14%) | 7 of 8 | |
| 7 |  MRX Marex Group PLC | $76.4M | 2.7% | 1.3M | +31K (+2%) | 8 of 8 | |
| 8 |  MOD Modine Mfg Co | $70.4M | 2.5% | 264K | −114K (−30%) | 8 of 8 | |
| 9 |  CRS Carpenter Technology Corp | $59.8M | 2.1% | 97K | −142K (−60%) | 8 of 8 | |
| 10 |  NXT Nextracker Inc | $59.1M | 2.1% | 496K | +72K (+17%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FIX Comfort Sys USA Inc | $35.9M | 26K |
 SMTC Semtech Corp | $28.5M | 371K |
 SRAD Sportradar Group AG | $24.1M | 1.4M |
 STRL Sterling Infrastructure | $14M | 34K |
 COMP Compass Inc | $13.8M | 1.9M |
🔒 Free account: see all 21.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Granahan Investment Management 13F FAQ
What does Granahan Investment Management own?
Granahan Investment Management reported 150 stocks worth $2.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PRCH (6.6%), SIMO (5.3%) and FPS (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Granahan Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 67 added to, 60 trimmed and 21 sold out. New positions include TWST, QNT and ARXS. It sold all of FIX, SMTC and SRAD.
When will Granahan Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Granahan Investment Management's portfolio worth?
The Q2 2026 filing reports $2.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.