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Holders — by stockHoldings — by fund

Portolan Capital Management, LLC

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 0001350290

$2.67B

disclosed book value

148

positions

5.7%

largest position share

Positions, as of 2026-06-30

top 100 of 148 · 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
1VPGVISHAY PRECISION GROUP INC1.0M$151.1M5.7%
2VIRTVIRTU FINL INC2.1M$127.6M4.8%
3TTMITTM TECHNOLOGIES INC507,838$95.0M3.6%
4MODMODINE MFG CO313,683$83.8M3.1%
5QLYSQUALYS INC529,807$72.8M2.7%
6FOURSHIFT4 PMTS INC1.1M$54.2M2%
7MECMAYVILLE ENGR CO INC1.3M$48.7M1.8%
8ENVAENOVA INTL INC198,795$47.9M1.8%
9SMTCSEMTECH CORP294,619$47.7M1.8%
10CLSCELESTICA INC126,856$46.3M1.7%
11UTHRUNITED THERAPEUTICS CORP DEL81,518$44.2M1.7%
12GENIUS SPORTS LIMITED7.0M$42.6M1.6%
13POWLPOWELL INDS INC145,631$41.7M1.6%
14PENGPENGUIN SOLUTIONS INC546,173$41.5M1.6%
15DAVEDAVE INC105,338$39.2M1.5%
16FLEX LTD229,027$37.1M1.4%
17ALNTALLIENT INC359,685$37.0M1.4%
18PRCHPORCH GROUP INC2.5M$36.9M1.4%
19AKAMAKAMAI TECHNOLOGIES INC310,361$36.7M1.4%
20CADLCANDEL THERAPEUTICS INC3.5M$36.0M1.3%
21TLNTALEN ENERGY CORP90,312$34.7M1.3%
22RRXREGAL REXNORD CORPORATION137,498$32.8M1.2%
23LNTHLANTHEUS HLDGS INC288,691$32.0M1.2%
24BIIBBIOGEN INC142,856$30.9M1.2%
25VECOVEECO INSTRS INC DEL401,639$30.4M1.1%
26LUXELUXEXPERIENCE BV4.1M$30.1M1.1%
27ZETAZETA GLOBAL HOLDINGS CORP1.5M$29.6M1.1%
28CELLEBRITE DI LTD1.9M$28.2M1.1%
29SPORTRADAR GROUP AG1.8M$27.2M1%
30GOOSCANADA GOOSE HLDGS INC2.8M$26.2M1%
31BANDBANDWIDTH INC412,701$26.1M1%
32WRBYWARBY PARKER INC843,862$25.6M1%
33KTBKONTOOR BRANDS INC292,115$24.3M0.9%
34OSKOSHKOSH CORP157,641$24.2M0.9%
35ECPGENCORE CAP GROUP INC255,715$23.9M0.9%
36TWLOTWILIO INC115,397$23.8M0.9%
37SEZLSEZZLE INC135,743$23.3M0.9%
38RELYREMITLY GLOBAL INC1.0M$22.8M0.9%
39ACMRACM RESH INC177,432$22.5M0.8%
40ESIELEMENT SOLUTIONS INC469,213$22.4M0.8%
41NOKNOKIA CORP1.6M$21.9M0.8%
42BBBLACKBERRY LTD1.7M$21.7M0.8%
43IFFINTERNATIONAL FLAVORS&FRAGRA269,229$21.3M0.8%
44PLSEPULSE BIOSCIENCES INC753,333$20.9M0.8%
45MOG/AMOOG INC49,274$20.9M0.8%
46REAXTHE REAL BROKERAGE INC11.0M$20.1M0.8%
47CDNACAREDX INC684,805$19.5M0.7%
48PARRPAR PAC HOLDINGS INC341,863$19.2M0.7%
49VSHVISHAY INTERTECHNOLOGY INC351,515$18.9M0.7%
50TTWOTAKE-TWO INTERACTIVE SOFTWAR72,487$18.1M0.7%
51GATES INDL CORP PLC641,587$17.9M0.7%
52MAMAMAMAS CREATIONS INC984,869$17.6M0.7%
53KRUSKURA SUSHI USA INC302,010$17.4M0.7%
54SANMSANMINA CORP68,255$17.3M0.6%
55PKEPARK AEROSPACE CORP447,390$17.1M0.6%
56GHMGRAHAM CORP136,925$16.9M0.6%
57BELFBBEL FUSE INC47,856$15.9M0.6%
58ON HLDG AG441,137$15.6M0.6%
59AMER SPORTS INC452,880$15.3M0.6%
60COHUCOHU INC206,120$15.2M0.6%
61JBLJABIL INC38,929$15.0M0.6%
62ADEAADEIA INC443,060$14.6M0.5%
63VICRVICOR CORP38,081$14.5M0.5%
64TENBTENABLE HLDGS INC387,923$14.3M0.5%
65GEHCGE HEALTHCARE TECHNOLOGIES I222,393$14.2M0.5%
66CXTCRANE NXT CO271,524$13.9M0.5%
67PACKRANPAK HOLDINGS CORP1.9M$13.9M0.5%
68ONTOONTO INNOVATION INC36,503$13.8M0.5%
69WGSGENEDX HOLDINGS CORP200,315$13.8M0.5%
70FORRFORRESTER RESH INC1.6M$13.7M0.5%
71HZOMARINEMAX INC344,358$12.6M0.5%
72BIOBIO RAD LABS INC42,620$12.5M0.5%
73QMCOQUANTUM CORP1.0M$11.2M0.4%
74BIDUBAIDU INC95,863$11.0M0.4%
75FERRARI N V29,079$10.8M0.4%
76DGIIDIGI INTL INC141,243$10.6M0.4%
77LASRNLIGHT INC151,867$10.6M0.4%
78VIAVVIAVI SOLUTIONS INC220,118$10.5M0.4%
79BOOTBOOT BARN HLDGS INC63,759$10.5M0.4%
80LPTHLIGHTPATH TECHNOLOGIES INC629,168$10.3M0.4%
81FEIMFREQUENCY ELECTRS INC152,818$10.1M0.4%
82HALOHALOZYME THERAPEUTICS INC127,498$10.0M0.4%
83OKEANIS ECO TANKERS COR195,997$9.8M0.4%
84ERMENEGILDO ZEGNA N V753,948$9.8M0.4%
85SGSWEETGREEN INC1.0M$9.1M0.3%
86TPRTAPESTRY INC61,688$9.0M0.3%
87SEISOLARIS ENERGY INFRAS INC107,401$8.6M0.3%
88ATENA10 NETWORKS INC226,920$8.5M0.3%
89AMBARELLA INC97,072$8.3M0.3%
90TECNOGLASS INC176,254$8.3M0.3%
91QTRXQUANTERIX CORP1.9M$8.2M0.3%
92TGENTECOGEN INC NEW1.6M$8.1M0.3%
93HQYHEALTHEQUITY INC89,274$8.1M0.3%
94TOWER SEMICONDUCTOR LTD30,557$8.0M0.3%
95CSTLCASTLE BIOSCIENCES INC328,818$7.8M0.3%
96SILICOM LTD162,466$7.8M0.3%
97CIENCIENA CORP15,272$7.5M0.3%
98EBAYEBAY INC.65,741$7.3M0.3%
99RBARB GLOBAL INC63,009$7.3M0.3%
100XMTRXOMETRY INC73,163$7.1M0.3%

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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