Granahan Investment Management
Granahan Investment Management SMID Cap Select
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 7 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
- AddedDigital TurbineJun 2026
We viewed the weakness as a valuation disconnect rather than a deterioration in fundamentals and increased our position accordingly.
Dave represents another example of our willingness to add to high-conviction positions during periods of market weakness.
Also held
Its investment theses
- Silicon MotionJun 2026Silicon Motion designs NAND flash memory controllers and enterprise storage solutions, with AI-driven storage demand, a stronger competitive position, and attractive long-term growth valuation.
- Dave, Inc.Jun 2026Dave provides technology-enabled low-cost consumer banking services for underserved customers, supported by strong growth, expanding profitability, and long-term compounding potential.
- Porch GroupJun 2026Porch Group operates an insurance platform and proprietary residential property data business, with improved profitability, market share gains, and long-term earnings potential.
- FTAI Aviation Ltd.Jun 2026FTAI Aviation operates an engine leasing and repair platform, benefiting from aviation supply shortages, strong aftermarket demand, execution, and compounding capital returns.
- indie SemiconductorJun 2026indie Semiconductor supplies mixed-signal chips for software-defined vehicles, with strong design wins, backlog visibility, operating leverage, and above-market growth potential.
- Arlo TechnologiesJun 2026Arlo Technologies sells AI-enabled smart home security solutions, with a growing subscription model, recurring revenue, and long-term secular growth potential.
- Nextpower Inc.Jun 2026Nextpower develops advanced solar power technologies for rising electricity demand, backed by differentiated technology, experienced management, and a favorable long-term risk-reward setup.