Portolan Capital Management as of March 31, 2026
Portfolio Holdings for Portolan Capital Management
Portolan Capital Management holds 144 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Modine Manufacturing (MOD) | 4.8 | $89M | 412k | 216.71 | |
| TTM Technologies (TTMI) | 3.8 | $71M | 728k | 97.42 | |
| Celestica (CLS) | 3.0 | $56M | 198k | 281.68 | |
| Virtu Finl Cl A (VIRT) | 2.8 | $53M | 1.2M | 43.98 | |
| Akamai Technologies (AKAM) | 2.6 | $49M | 423k | 114.85 | |
| Vishay Precision (VPG) | 2.4 | $44M | 1.0M | 43.42 | |
| Par Pac Holdings Com New (PARR) | 2.3 | $44M | 694k | 62.64 | |
| Powell Industries (POWL) | 2.2 | $41M | 76k | 541.08 | |
| Baidu Spon Adr Rep A (BIDU) | 2.2 | $41M | 366k | 111.42 | |
| Pbf Energy Cl A (PBF) | 2.0 | $38M | 800k | 47.62 | |
| United Therapeutics Corporation (UTHR) | 2.0 | $38M | 63k | 592.98 | |
| The Real Brokerage Com New (REAX) | 1.9 | $36M | 15M | 2.50 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 1.9 | $35M | 3.2M | 10.97 | |
| Crescent Energy Company Cl A Com (CRGY) | 1.9 | $35M | 2.6M | 13.50 | |
| Castle Biosciences (CSTL) | 1.8 | $33M | 1.4M | 24.55 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.7 | $32M | 417k | 75.85 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.6 | $30M | 2.2M | 13.78 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 1.6 | $30M | 3.7M | 8.00 | |
| Flextronics Intl Ord (FLEX) | 1.5 | $29M | 443k | 65.46 | |
| Fabrinet SHS (FN) | 1.5 | $29M | 55k | 521.52 | |
| Okeanis Eco Tankers Cor SHS (ECO) | 1.5 | $27M | 539k | 50.59 | |
| Talen Energy Corp (TLN) | 1.4 | $26M | 82k | 319.23 | |
| Semtech Corporation (SMTC) | 1.4 | $26M | 332k | 76.89 | |
| Core Natural Resources Com Shs (CNR) | 1.3 | $25M | 237k | 104.73 | |
| Murphy Usa (MUSA) | 1.3 | $24M | 48k | 493.97 | |
| Biogen Idec (BIIB) | 1.2 | $22M | 119k | 183.33 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.1 | $21M | 301k | 69.79 | |
| Qualys (QLYS) | 1.1 | $21M | 239k | 87.85 | |
| Jabil Circuit (JBL) | 1.1 | $21M | 77k | 265.63 | |
| Circle Internet Group Com Cl A (CRCL) | 1.1 | $20M | 214k | 95.41 | |
| Dht Holdings Shs New (DHT) | 1.1 | $20M | 1.1M | 18.27 | |
| Nokia Corp Sponsored Adr (NOK) | 1.0 | $19M | 2.4M | 8.04 | |
| Allied Motion Technologies (ALNT) | 1.0 | $19M | 324k | 59.09 | |
| Primoris Services (PRIM) | 1.0 | $19M | 131k | 143.04 | |
| Dave Class A Com New (DAVE) | 1.0 | $18M | 105k | 174.09 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 1.0 | $18M | 260k | 70.51 | |
| Mamamancini's Holdings (MAMA) | 1.0 | $18M | 1.2M | 15.34 | |
| Adeia (ADEA) | 0.9 | $18M | 730k | 24.03 | |
| Upwork (UPWK) | 0.9 | $17M | 1.6M | 10.96 | |
| Pulse Biosciences (PLSE) | 0.8 | $16M | 733k | 21.59 | |
| Porch Group (PRCH) | 0.8 | $15M | 2.1M | 7.17 | |
| Hafnia SHS (HAFN) | 0.8 | $15M | 1.9M | 7.60 | |
| Mayville Engineering (MEC) | 0.8 | $15M | 821k | 17.95 | |
| Candel Therapeutics (CADL) | 0.8 | $14M | 2.9M | 4.90 | |
| Nlight (LASR) | 0.7 | $13M | 226k | 57.02 | |
| Genius Sports Shares Cl A (GENI) | 0.7 | $12M | 2.8M | 4.43 | |
| Amer Sports Com Shs (AS) | 0.6 | $12M | 358k | 32.92 | |
| eBay (EBAY) | 0.6 | $12M | 126k | 91.02 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 0.6 | $11M | 411k | 27.38 | |
| Enova Intl (ENVA) | 0.6 | $11M | 81k | 135.83 | |
| Remitly Global (RELY) | 0.6 | $11M | 698k | 15.67 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.6 | $11M | 1.8M | 6.05 | |
| Warby Parker Cl A Com (WRBY) | 0.6 | $11M | 501k | 21.07 | |
| Bel Fuse CL B (BELFB) | 0.6 | $11M | 53k | 197.98 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.6 | $10M | 1.0M | 10.03 | |
| Quanterix Ord (QTRX) | 0.6 | $10M | 2.9M | 3.52 | |
| Regal-beloit Corporation (RRX) | 0.5 | $10M | 54k | 187.26 | |
| American Superconductor Corp Shs New (AMSC) | 0.5 | $10M | 296k | 33.85 | |
| Twilio Cl A (TWLO) | 0.5 | $9.4M | 75k | 125.82 | |
| Shift4 Pmts Cl A (FOUR) | 0.5 | $9.4M | 214k | 43.73 | |
| Honest (HNST) | 0.5 | $9.0M | 3.0M | 2.94 | |
| Forrester Research (FORR) | 0.5 | $8.7M | 1.5M | 5.66 | |
| Open Lending Corp (LPRO) | 0.5 | $8.6M | 6.9M | 1.25 | |
| Moog Cl A (MOG.A) | 0.5 | $8.6M | 29k | 292.64 | |
| Veeco Instruments (VECO) | 0.5 | $8.6M | 253k | 33.86 | |
| Healthequity (HQY) | 0.5 | $8.5M | 102k | 83.57 | |
| Elf Beauty (ELF) | 0.4 | $8.3M | 137k | 60.61 | |
| Digi International (DGII) | 0.4 | $8.2M | 170k | 48.20 | |
| Graham Corporation (GHM) | 0.4 | $8.2M | 104k | 78.92 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.4 | $7.7M | 486k | 15.92 | |
| Element Solutions (ESI) | 0.4 | $7.6M | 221k | 34.14 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 0.4 | $7.4M | 2.9M | 2.60 | |
| Ermenegildo Zegna N V Ord Shs (ZGN) | 0.4 | $7.4M | 711k | 10.42 | |
| Willdan (WLDN) | 0.4 | $7.2M | 94k | 76.56 | |
| Axcelis Technologies Com New (ACLS) | 0.4 | $7.2M | 77k | 93.08 | |
| Ciena Corp Com New (CIEN) | 0.4 | $7.2M | 19k | 388.23 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.4 | $7.0M | 1.9M | 3.57 | |
| Vnet Group Sponsored Ads A (VNET) | 0.4 | $6.9M | 826k | 8.39 | |
| On Hldg Namen Akt A (ONON) | 0.4 | $6.9M | 202k | 34.02 | |
| Nextpower Class A Com (NXT) | 0.4 | $6.8M | 57k | 120.55 | |
| Frequency Electronics (FEIM) | 0.4 | $6.6M | 150k | 44.26 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.4 | $6.6M | 103k | 64.22 | |
| Take-Two Interactive Software (TTWO) | 0.3 | $6.4M | 32k | 197.50 | |
| Procept Biorobotics Corp (PRCT) | 0.3 | $6.3M | 252k | 25.01 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.3 | $6.0M | 204k | 29.23 | |
| Caredx (CDNA) | 0.3 | $5.9M | 340k | 17.36 | |
| Blackline (BL) | 0.3 | $5.9M | 159k | 37.00 | |
| Meta Platforms Cl A (META) | 0.3 | $5.9M | 10k | 572.13 | |
| Celsius Hldgs Com New (CELH) | 0.3 | $5.8M | 165k | 35.48 | |
| Digitalbridge Group Cl A New (DBRG) | 0.3 | $5.8M | 373k | 15.42 | |
| Ies Hldgs (IESC) | 0.3 | $5.7M | 12k | 476.47 | |
| Tower Semiconductor Shs New (TSEM) | 0.3 | $5.6M | 32k | 175.48 | |
| Ambarella SHS (AMBA) | 0.3 | $5.6M | 109k | 51.48 | |
| Century Aluminum Company (CENX) | 0.3 | $5.6M | 95k | 58.69 | |
| Talos Energy (TALO) | 0.3 | $5.4M | 345k | 15.76 | |
| Telix Pharmaceutical Sponsored Ads (TLX) | 0.3 | $5.2M | 541k | 9.57 | |
| Miami Intl Hldgs (MIAX) | 0.3 | $5.0M | 129k | 38.92 | |
| AeroVironment (AVAV) | 0.3 | $4.9M | 27k | 183.05 | |
| Viavi Solutions Inc equities (VIAV) | 0.3 | $4.9M | 146k | 33.28 | |
| Xpeng Ads (XPEV) | 0.3 | $4.7M | 275k | 17.11 | |
| Personalis Ord (PSNL) | 0.2 | $4.7M | 737k | 6.37 | |
| Mobileye Global Common Class A (MBLY) | 0.2 | $4.7M | 678k | 6.87 | |
| I3 Verticals Com Cl A (IIIV) | 0.2 | $4.6M | 207k | 22.36 | |
| Onto Innovation (ONTO) | 0.2 | $4.6M | 22k | 205.07 | |
| Propetro Hldg (PUMP) | 0.2 | $4.5M | 315k | 14.41 | |
| Sezzle (SEZL) | 0.2 | $4.4M | 70k | 63.29 | |
| Novanta (NOVT) | 0.2 | $4.4M | 38k | 118.11 | |
| Douglas Elliman (DOUG) | 0.2 | $4.4M | 2.7M | 1.64 | |
| Vicor Corporation (VICR) | 0.2 | $4.3M | 27k | 161.00 | |
| Lumentum Hldgs (LITE) | 0.2 | $4.1M | 5.8k | 702.76 | |
| Bio Rad Labs Cl A (BIO) | 0.2 | $4.0M | 14k | 278.75 | |
| Sanmina (SANM) | 0.2 | $3.5M | 27k | 129.64 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.2 | $3.5M | 118k | 29.27 | |
| Draganfly (DPRO) | 0.2 | $3.4M | 683k | 4.91 | |
| Green Dot Corp Cl A (GDOT) | 0.2 | $3.4M | 299k | 11.22 | |
| Acm Resh Com Cl A (ACMR) | 0.2 | $3.3M | 83k | 39.35 | |
| Sprout Social Com Cl A (SPT) | 0.2 | $3.2M | 558k | 5.70 | |
| Exzeo Group Com Shs (XZO) | 0.2 | $3.1M | 210k | 14.67 | |
| Oshkosh Corporation (OSK) | 0.1 | $2.7M | 18k | 147.21 | |
| Applied Optoelectronics (AAOI) | 0.1 | $2.5M | 30k | 84.59 | |
| Amplitude Com Cl A (AMPL) | 0.1 | $2.5M | 360k | 6.82 | |
| Tapestry (TPR) | 0.1 | $2.4M | 17k | 141.11 | |
| Gigacloud Technology Class A Ord (GCT) | 0.1 | $2.4M | 52k | 45.38 | |
| Natera (NTRA) | 0.1 | $2.3M | 11k | 199.99 | |
| Ultra Clean Holdings (UCTT) | 0.1 | $2.1M | 34k | 62.18 | |
| Sandridge Energy Com New (SD) | 0.1 | $2.0M | 124k | 16.31 | |
| Fulgent Genetics (FLGT) | 0.1 | $1.7M | 107k | 15.90 | |
| Kosmos Energy (KOS) | 0.1 | $1.7M | 603k | 2.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.6M | 5.7k | 286.86 | |
| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $1.6M | 28k | 56.51 | |
| RadNet (RDNT) | 0.1 | $1.3M | 24k | 55.89 | |
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $1.3M | 47k | 27.95 | |
| Guardant Health (GH) | 0.1 | $1.3M | 14k | 92.37 | |
| Casella Waste Sys Cl A (CWST) | 0.1 | $1.2M | 15k | 79.34 | |
| Dana Holding Corporation (DAN) | 0.1 | $1.2M | 34k | 33.65 | |
| Tecogen Com New (TGEN) | 0.1 | $1.1M | 444k | 2.56 | |
| Transmedics Group (TMDX) | 0.1 | $1.1M | 11k | 99.41 | |
| Everus Constr Group (ECG) | 0.1 | $1.0M | 8.7k | 118.06 | |
| L3harris Technologies (LHX) | 0.0 | $745k | 2.2k | 345.15 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.0 | $616k | 15k | 40.29 | |
| Domo Com Cl B (DOMO) | 0.0 | $603k | 197k | 3.06 | |
| Lincoln Educational Services Corporation (LINC) | 0.0 | $570k | 14k | 40.68 | |
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $544k | 9.6k | 56.78 | |
| Amplify Energy Corp (AMPY) | 0.0 | $463k | 74k | 6.24 |
