Portolan Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.88B
Q ending 2026-03-31
Prior quarter
$1.87B
Q ending 2025-12-31
Change
+0.7% QoQ · +42.8% YoY
Positions
144
reported holdings
Largest positions
Top 100 of 144 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Modine Mfg Co | MOD | Shares | $89.3M | 412K |
| Ttm Technologies Inc | TTMI | Shares | $70.9M | 727K |
| Celestica Inc | CLS | Shares | $55.7M | 198K |
| Virtu Finl Inc | VIRT | Shares | $53.3M | 1.2M |
| Akamai Technologies Inc | AKAM | Shares | $48.6M | 423K |
| Vishay Precision Group Inc | VPG | Shares | $44.3M | 1.0M |
| Par Pac Holdings Inc | PARR | Shares | $43.5M | 694K |
| Powell Inds Inc | POWL | Shares | $41.0M | 76K |
| Baidu Inc | BIDU | Shares | $40.8M | 366K |
| Pbf Energy Inc | PBF | Shares | $38.1M | 800K |
| United Therapeutics Corp Del | UTHR | Shares | $37.6M | 63K |
| The Real Brokerage Inc | REAX | Shares | $36.3M | 14.5M |
| Canada Goose Hldgs Inc | GOOS | Shares | $35.3M | 3.2M |
| Crescent Energy Company | CRGY | Shares | $35.1M | 2.6M |
| Castle Biosciences Inc | CSTL | Shares | $33.1M | 1.4M |
| Lantheus Hldgs Inc | LNTH | Shares | $31.7M | 417K |
| Cellebrite Di Ltd | Shares | $30.1M | 2.2M | |
| Luxexperience Bv | LUXE | Shares | $29.9M | 3.7M |
| Flextronics Intl Ltd | Shares | $29.0M | 443K | |
| Fabrinet | Shares | $28.6M | 55K | |
| Okeanis Eco Tankers Cor | Shares | $27.3M | 539K | |
| Talen Energy Corp | TLN | Shares | $26.0M | 82K |
| Semtech Corp | SMTC | Shares | $25.6M | 332K |
| Core Natural Resources Inc | CNR | Shares | $24.8M | 237K |
| Murphy Usa Inc | MUSA | Shares | $23.8M | 48K |
| Biogen Inc | BIIB | Shares | $21.7M | 118K |
| Kura Sushi Usa Inc | KRUS | Shares | $21.0M | 301K |
| Qualys Inc | QLYS | Shares | $21.0M | 239K |
| Jabil Inc | JBL | Shares | $20.5M | 77K |
| Circle Internet Group Inc | CRCL | Shares | $20.4M | 214K |
| Dht Holdings Inc | Shares | $19.9M | 1.1M | |
| Nokia Corp | NOK | Shares | $19.2M | 2.4M |
| Allient Inc | ALNT | Shares | $19.1M | 323K |
| Primoris Svcs Corp | PRIM | Shares | $18.7M | 131K |
| Dave Inc | DAVE | Shares | $18.4M | 105K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $18.3M | 260K |
| Mamas Creations Inc | MAMA | Shares | $18.1M | 1.2M |
| Adeia Inc | ADEA | Shares | $17.5M | 729K |
| Upwork Inc | UPWK | Shares | $17.2M | 1.6M |
| Pulse Biosciences Inc | PLSE | Shares | $15.8M | 733K |
| Porch Group Inc | PRCH | Shares | $15.4M | 2.1M |
| Hafnia Ltd | Shares | $14.8M | 1.9M | |
| Mayville Engr Co Inc | MEC | Shares | $14.7M | 821K |
| Candel Therapeutics Inc | CADL | Shares | $14.2M | 2.9M |
| Nlight Inc | LASR | Shares | $12.9M | 226K |
| Genius Sports Limited | Shares | $12.4M | 2.8M | |
| Amer Sports Inc | Shares | $11.8M | 358K | |
| Ebay Inc. | EBAY | Shares | $11.5M | 126K |
| Park Aerospace Corp | PKE | Shares | $11.2M | 411K |
| Enova Intl Inc | ENVA | Shares | $11.0M | 81K |
| Remitly Global Inc | RELY | Shares | $10.9M | 698K |
| Evolv Technologies Hldngs In | EVLV | Shares | $10.9M | 1.8M |
| Warby Parker Inc | WRBY | Shares | $10.5M | 501K |
| Bel Fuse Inc | BELFB | Shares | $10.5M | 53K |
| Lightpath Technologies Inc | LPTH | Shares | $10.4M | 1.0M |
| Quanterix Corp | QTRX | Shares | $10.4M | 2.9M |
| Regal Rexnord Corporation | RRX | Shares | $10.1M | 54K |
| American Superconductor Corp | AMSC | Shares | $10.0M | 296K |
| Twilio Inc | TWLO | Shares | $9.4M | 75K |
| Shift4 Pmts Inc | FOUR | Shares | $9.4M | 214K |
| Honest Co Inc | HNST | Shares | $9.0M | 3.0M |
| Forrester Resh Inc | FORR | Shares | $8.7M | 1.5M |
| Open Lending Corp | LPRO | Shares | $8.6M | 6.9M |
| Moog Inc | MOG/A | Shares | $8.6M | 29K |
| Veeco Instrs Inc Del | VECO | Shares | $8.6M | 253K |
| Healthequity Inc | HQY | Shares | $8.5M | 102K |
| E L F Beauty Inc | ELF | Shares | $8.3M | 137K |
| Digi Intl Inc | DGII | Shares | $8.2M | 170K |
| Graham Corp | GHM | Shares | $8.2M | 104K |
| Zeta Global Holdings Corp | ZETA | Shares | $7.7M | 486K |
| Element Solutions Inc | ESI | Shares | $7.6M | 221K |
| Repay Hldgs Corp | RPAY | Shares | $7.4M | 2.9M |
| Ermenegildo Zegna N V | Shares | $7.4M | 711K | |
| Willdan Group Inc | WLDN | Shares | $7.2M | 94K |
| Axcelis Technologies Inc | ACLS | Shares | $7.2M | 77K |
| Ciena Corp | CIEN | Shares | $7.2M | 18K |
| Ranpak Holdings Corp | PACK | Shares | $7.0M | 1.9M |
| Vnet Group Inc | VNET | Shares | $6.9M | 825K |
| On Hldg Ag | Shares | $6.9M | 202K | |
| Nextpower Inc | NXT | Shares | $6.8M | 57K |
| Frequency Electrs Inc | FEIM | Shares | $6.6M | 150K |
| Genedx Holdings Corp | WGS | Shares | $6.6M | 103K |
| Take-Two Interactive Softwar | TTWO | Shares | $6.4M | 32K |
| Procept Biorobotics Corp | PRCT | Shares | $6.3M | 252K |
| Northern Oil & Gas Inc | NOG | Shares | $6.0M | 204K |
| Caredx Inc | CDNA | Shares | $5.9M | 340K |
| Blackline Inc | BL | Shares | $5.9M | 159K |
| Meta Platforms Inc | META | Shares | $5.9M | 10K |
| Celsius Hldgs Inc | CELH | Shares | $5.8M | 165K |
| Digitalbridge Group Inc | DBRG | Shares | $5.8M | 373K |
| Ies Holdings Inc | IESC | Shares | $5.7M | 12K |
| Tower Semiconductor Ltd | Shares | $5.6M | 32K | |
| Ambarella Inc | Shares | $5.6M | 109K | |
| Century Alum Co | CENX | Shares | $5.6M | 95K |
| Talos Energy Inc | TALO | Shares | $5.4M | 345K |
| Telix Pharmaceutical Ltd | TLX | Shares | $5.2M | 541K |
| Miami Intl Hldgs Inc | MIAX | Shares | $5.0M | 129K |
| Aerovironment Inc | AVAV | Shares | $4.9M | 27K |
| Viavi Solutions Inc | VIAV | Shares | $4.9M | 146K |
| Xpeng Inc | XPEV | Shares | $4.7M | 275K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.