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PERKINS CAPITAL MANAGEMENT INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000884300

$133.0M

disclosed book value

79

positions

8.3%

largest position share

Positions, as of 2026-06-30

top 79 of 79 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NTRANATERA INC40,605$11.0M8.3%
2LLYELI LILLY & CO8,680$10.4M7.8%
3AMDADVANCED MICRO DEVICES INC DEL13,904$8.1M6.1%
4BFLYBUTTERFLY NETWORK INC867,580$7.3M5.5%
5AXGNAXOGEN INC147,842$6.8M5.1%
6INUVINUVO INC515,011$6.5M4.9%
7QUIKQUICKLOGIC CORP257,621$5.1M3.9%
8IDXXIDEXX LABS INC9,700$5.1M3.8%
9BLZEBACKBLAZE INC308,725$4.9M3.7%
10MSFTMICROSOFT CORP11,173$4.2M3.1%
11VCYTVERACYTE INC59,958$3.5M2.6%
12OOMAOOMA INC176,970$3.4M2.6%
13PSNLPERSONALIS INC239,000$3.2M2.4%
14CYRXCRYOPORT INC199,897$3.1M2.4%
15CIENCIENA CORP6,300$3.1M2.3%
16LMATLEMAITRE VASCULAR INC25,345$2.4M1.8%
17MGNIMAGNITE INC98,625$1.9M1.4%
18ABTABBOTT LABORATORIES20,257$1.8M1.4%
19USIOUSIO INC700,371$1.7M1.3%
20ONDSONDAS HOLDINGS201,483$1.7M1.2%
21NEONEOGENOMICS INC110,040$1.6M1.2%
22PERION NETWORK LTD165,215$1.6M1.2%
23NEOGNEOGEN CORP177,500$1.6M1.2%
24CXDOCREXENDO INC212,825$1.6M1.2%
25ATECALPHATEC HLDGS INC175,197$1.5M1.1%
26ABBVABBVIE INC5,307$1.3M1%
27CREXCREATIVE REALITIES INC300,050$1.2M0.9%
28LUCDLUCID DIAGNOSTICS INC1.1M$1.2M0.9%
29CDXSCODEXIS INC526,100$1.2M0.9%
30ZETAZETA GLOBAL HOLDINGS CORP55,900$1.1M0.8%
31TLSITRISALUS LIFE SCIENCES INC235,101$1.1M0.8%
32TELATELA BIO INC1.4M$1.0M0.8%
33BDSXBIODESIX INC44,618$1.0M0.8%
34SPAISAFE PRO GROUP INC230,500$998,0650.8%
35MRKMERCK & CO INC7,500$963,7500.7%
36GILDGILEAD SCIENCES INC7,216$911,6690.7%
37VTRSVIATRIS INC53,837$854,9320.6%
38PFEPFIZER INC33,759$812,9170.6%
39BKSYBLACKSKY TECHNOLOGY INC28,750$802,7000.6%
40AAPLAPPLE INC2,650$766,8040.6%
41PROFPROFOUND MED CORP114,280$759,9620.6%
42USBUS BANCORP12,350$745,9400.6%
43NMTCNEUROONE MED TECHNOLOGIES CO244,656$743,7540.6%
44VIDAVIDA GLOBAL INC250,000$700,0000.5%
45TGTTARGET CORP4,750$620,3970.5%
46OWLTOWLET INC106,495$611,2810.5%
47ELWTELAUWIT CONNECTION INC55,500$597,9350.4%
48MDXHEALTH SA1.4M$579,7220.4%
49SEAGATE TECHNOLOGY HLDGS PL525$506,6250.4%
50ATRCATRICURE INC17,500$489,6500.4%
51COPCONOCOPHILLIPS4,650$483,4140.4%
52NXP SEMICONDUCTOR N V1,700$477,7510.4%
53LFVNLIFEVANTAGE CORPORATION75,458$470,8580.4%
54CELCCELCUITY INC4,500$470,7900.4%
55GISGENERAL MILLS INC8,375$434,3500.3%
56SKYWATER TECHNOLOGY INC11,900$414,3580.3%
57BMYBRISTOL-MYERS SQUIBB CO7,180$413,7120.3%
58DCIDONALDSON INC4,600$412,9420.3%
59QTIQT IMAGING HLDGS INC100,000$407,0000.3%
60VZVERIZON COMMUNICATIONS INC9,108$385,6330.3%
61CSTLCASTLE BIOSCIENCES INC16,140$384,9390.3%
62ELUTELUTIA INC694,094$379,9340.3%
63FASTFASTENAL7,250$348,2170.3%
64TAT&T INC15,992$331,0340.2%
65BPBP PLC8,650$319,6170.2%
66JNJJOHNSON & JOHNSON1,200$304,7640.2%
67BLNEBEELINE HOLDINGS INC238,000$290,3600.2%
68MRNAMODERNA INC4,000$280,1200.2%
69XGNEXAGEN INC56,796$264,1010.2%
70APYXAPYX MEDICAL CORPORATION42,000$188,5800.1%
71AIRGAIRGAIN INC22,000$138,6000.1%
72PBYIPUMA BIOTECHNOLOGY INC13,400$108,6740.1%
73OPRXOPTIMIZERX CORP14,808$84,7020.1%
74IRIXIRIDEX CORP70,800$81,0660.1%
75CATXPERSPECTIVE THERAPEUTICS INC18,200$62,0620%
76SOPHIA GENETICS SA10,500$60,5850%
77LUNGPULMONX CORP39,500$51,3500%
78DYAIDYADIC INTL INC DEL48,050$43,0530%
79ARAYACCURAY INC DEL20,000$5,1560%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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