Equal-WT
WhaleScore 2.0
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Granahan Investment Management is based out of Waltham. Granahan Investment Management is a large advisory firm with 98 clients and discretionary assets under management (AUM) of $3,326,814,170 (Form ADV from 2023-10-02). Their last reported 13F filing for Q4 2023 included $3,027,606,559 in managed 13F securities
and a top 10 holdings concentration of 27.21%. Granahan Investment Management's largest holding is Indie Semiconductor Inc with shares held of 13,194,588. Whalewisdom has at least 94 13F filings, and 126 13G filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| INDI Indie Semiconductor | 1.72% |
| SMAR Smartsheet Inc | 1.5% |
| DV DoubleVerify Holding | 1.22% |
| PRCH Porch Group Inc | 0.91% |
| RH RH Common Stock | 0.82% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| PAYC Paycom Software Inc | 2.11% |
| RBA RB Global Inc | 1.69% |
| HQY HealthEquity Inc | 1.27% |
| ETSY Etsy Inc | 0.76% |
| GTLS Chart Industries Inc | 0.65% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| INDI Indie Semiconductor | 3.53% |
| SPT Sprout Social, Inc. | 3.45% |
| AXON Axon Enterprise Inc | 3.36% |
| EVH Evolent Health Inc | 3.17% |
| GENI Genius Sports Limite | 2.77% |
2023-12-31
13F Activity
| Market Value | $3.03b, Prior: $2.81b |
| New Purchases | 17 stocks |
| Added To | 86 stocks |
| Sold out of | 20 stocks |
| Reduced holdings in | 77 stocks |
| Top 10 Holdings % | 27.21% |
| Turnover %[1] | 20.56% |
| Turnover Alt %[2] | 15.2% |
| Time Held Top 20 | 8.35 quarters |
| Time Held Top 10 | 4.3 quarters |
| Time Held All | 13.95 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31