Granahan Investment Management, LLC
Annual return '25
-6.4%
SPY '25
+17.7%
Alpha
-24.1ptsvs SPY
Invested
$2.1B
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CRS
CARPENTER TECHNOLOGY CORP
Q3 2025: Increased +16.3% (231.7k → 269.4k shares)
4.6%
02
$PRCH
PORCH GROUP INC
Q3 2025: Sold 17.1% (11.63M → 9.64M shares)
4.4%
03
$FTAI
FTAI AVIATION LTD
Q3 2025: Increased +114.1% (124.9k → 267.4k shares)
4.0%
04
$MOD
MODINE MFG CO
Q3 2025: Increased +76.2% (106.1k → 186.9k shares)
4.0%
05
$VCTR
VICTORY CAP HLDGS INC DEL
Q2 2025: Increased +14.1% (1.05M → 1.20M shares)
3.4%
06
$INDI
INDIE SEMICONDUCTOR INC
Q3 2025: Sold 10.3% (19.49M → 17.47M shares)
3.2%
07
$FPS
FORGENT POWER SOLUTIONS INC
Held since at least Q1 2024
2.9%
08
$MRX
MAREX GROUP PLC
Q3 2025: Sold 49.2% (2.08M → 1.05M shares)
2.6%
09
$NXT
NEXTPOWER INC
Q3 2025: Increased +219.8% (129.8k → 415.2k shares)
2.5%
10
$KRUS
KURA SUSHI USA INC
Q3 2025: Increased +125.4% (297.7k → 671.0k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.