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GRANAHAN INVESTMENT MANAGEMENT INC/MA Information

404 WYMAN STREET, WALTHAM, Massachusetts, 02451, (781) 890-4412

Report Date: 03/31/2019

Position Statistics

Total Positions 209
New Positions 17
Increased Positions 97
Decreased Positions 112
Positions with Activity 209
Sold Out Positions 21
Total Mkt Value (in $ millions) 2,053

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 1.37%
Basic Materials 1.4%
Industrials 17.61%
Consumer Cyclicals 7.75%
Consumer Non-Cyclicals 2.95%
Financials 4.55%
Healthcare 17.58%
Technology 46.1%
Telecommunication Services 0.29%
Utilities 0.22%

209 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COSTAR GROUP INC COM 94,532 7,997 9.24 161,005
LIVEPERSON INC COM 79,223 7,334 10.20 2,579,701
COUPA SOFTWARE INC COM 68,315 16,720 32.41 490,556
ETSY INC COM 67,400 17,826 35.96 1,043,350
PAYCOM SOFTWARE INC COM 64,638 -11,455 (15.05) 265,301
KORNIT DIGITAL LTD SHS 64,500 10,456 19.35 2,079,299
PAYLOCITY HLDG CORP COM 54,337 5,370 10.97 524,593
OSI SYSTEMS INC COM 46,960 4,663 11.02 408,207
BROOKS AUTOMATION INC COM 46,960 236 .51 1,188,853
EHEALTH INC COM 41,112 41,112 New 460,073
STRATEGIC ED INC COM 40,288 -13,605 (25.24) 222,599
MIMECAST LTD ORD SHS 37,672 4,111 12.25 779,803
VIRTUSA CORP COM 35,750 5,017 16.33 805,906
ONESPAWORLD HOLDINGS LIMITED COM 35,394 35,394 New 2,358,040
GLOBANT S A COM 34,488 -1,533 (4.26) 320,015
AXON ENTERPRISE INC COM 34,047 9,274 37.44 527,867
EXACT SCIENCES CORP COM 31,468 -13,233 (29.6) 273,944
CARBONITE INC COM 29,132 6,457 28.48 1,169,972
THE TRADE DESK INC COM CL A 28,746 14,327 99.37 117,786
DMC GLOBAL INC COM 27,431 -3,176 (10.38) 422,270