Granahan Investment Management
Granahan Investment Management Small Cap Core Growth
Jun 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Granahan Investment Management for every strategy.
What it bought and sold
- AddedDescartes Systems GroupJun 2026
We added to the position given Descartes’ recurring revenue model, strong profitability, disciplined acquisition strategy, and ability to compound value through both organic growth and targeted M&A.
We modestly reduced the position while continuing to evaluate the issues raised against the company’s underlying business progress.
We trimmed the position into strength, while maintaining a constructive long-term view on the company’s growth opportunities.
We trimmed the stock to manage position size and valuation discipline while maintaining a constructive long-term view on FTAI’s differentiated business model and long-term earnings potential.
- ExitedSportradarJun 2026
Given the persistent disconnect between business momentum and market recognition, we concluded that the prospective risk/reward had become less attractive and sold the position.
- TrimmedDigital TurbineJun 2026
Following the substantial re-rating, we trimmed the position.
- AddedTexas Capital BancsharesJun 2026
We increased the position as we continued to see progress in the company’s multi-year transformation, including improved execution, a more attractive business mix, and the potential for stronger earnings growth and multiple expansion.
- TrimmedMaterionJun 2026
We trimmed the position into strength while maintaining exposure.
Also held
Its investment theses
- Silicon Motion TechnologyJun 2026Silicon Motion Technology makes differentiated controller technology and is positioned for a cyclical recovery and long-term storage-demand growth.
- Descartes Systems GroupJun 2026Descartes Systems Group provides logistics and supply-chain software with a durable position, recurring revenue, strong profitability, and acquisition-driven compounding.