Granahan Investment Management
Granahan Investment Management Small Cap Select
Jun 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 6 investment theses and positions in 7 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.
Also held
Its investment theses
- Silicon MotionJun 2026Silicon Motion is a leader in NAND flash memory controllers with AI-driven multi-year growth potential and an attractive valuation.
- Dave, Inc.Jun 2026Dave, Inc. disrupts consumer banking with low-cost financial services and has strong growth and compounding potential.
- Arlo TechnologiesJun 2026Arlo Technologies is shifting toward a recurring, AI-enabled subscription model with long-term secular growth drivers.
- Nextpower Inc.Jun 2026Nextpower develops advanced solar technologies with long-term upside from electrification, AI-driven power demand, and strong execution.
- Descartes Systems GroupJun 2026Descartes Systems Group is a high-quality, recurring-revenue software business benefiting from secular supply-chain trends and an attractive valuation.
- iRhythm TechnologiesJun 2026iRhythm Technologies leads ambulatory cardiac monitoring with differentiated AI-enabled technology and multiple growth catalysts.