Granahan Investment Management
Granahan Investment Management Microcap Growth Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Granahan Investment Management for every strategy.
What it bought and sold
- ExitedMaterion CorporationJun 2026
Following the stock's appreciation, we exited the position near the end of the quarter because its prospective return had become less compelling relative to other opportunities in the portfolio.
Also held
- CEVA, Inc.
- Kura Sushi USA, Inc.
- Veeco Instruments Inc.
- Xenon Pharmaceuticals Inc.
- United States Antimony Corporation
- IRadimed Corporation
- Cogent Communications Holdings, Inc.
- Mayville Engineering Company, Inc.
- Arteris, Inc.
Its investment theses
- Arteris, Inc.Jun 2026Arteris provides network-on-chip IP that is becoming more valuable as semiconductor designs grow more complex and AI workloads increase data movement.
- CEVA, Inc.Jun 2026CEVA licenses DSP and AI processor IP for edge-AI applications, supported by an established licensing model, strong balance sheet, and broad customer relationships.
- Mayville Engineering Company, Inc.Jun 2026Mayville Engineering is benefiting from an operational inflection and a strategic acquisition that expands exposure to data-center infrastructure and improves normalized earnings power.
- Kura Sushi USA, Inc.Jun 2026Kura Sushi operates a differentiated revolving-sushi concept with limited U.S. competition and an early-stage expansion opportunity.