Portolan Capital Management, LLC
Q2 2026 13F filing
Updated 27 days ago148 disclosed positions worth $2.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VPG VISHAY PRECISION GROUP INC | $151.1M | 1.01M | 5.66% | Trimmed(-1.1%) |
| 2 | V VIRT VIRTU FINL INC | $127.6M | 2.14M | 4.78% | Added(+76.8%) |
| 3 | T TTMI TTM TECHNOLOGIES INC | $95M | 507.8K | 3.56% | Trimmed(-30.2%) |
| 4 | M MOD MODINE MFG CO | $83.8M | 313.7K | 3.14% | Trimmed(-23.9%) |
| 5 | Q QLYS QUALYS INC | $72.8M | 529.8K | 2.73% | Added(+121.7%) |
| 6 | F FOUR-PA SHIFT4 PMTS INC | $54.2M | 1.11M | 2.03% | Added(+419.9%) |
| 7 | M MEC MAYVILLE ENGR CO INC | $48.7M | 1.30M | 1.82% | Added(+58.2%) |
| 8 | E ENVA ENOVA INTL INC | $47.9M | 198.8K | 1.79% | Added(+145.7%) |
| 9 | S SMTC SEMTECH CORP | $47.7M | 294.6K | 1.79% | Trimmed(-11.3%) |
| 10 | C CLS CELESTICA INC | $46.3M | 126.9K | 1.73% | Trimmed(-35.9%) |
| 11 | U UTHR UNITED THERAPEUTICS CORP DEL | $44.2M | 81.5K | 1.65% | Added(+28.5%) |
| 12 | G GENI GENIUS SPORTS LIMITED | $42.6M | 7.03M | 1.59% | Added(+151.7%) |
| 13 | P POWL POWELL INDS INC | $41.7M | 145.6K | 1.56% | Added(+92.0%) |
| 14 | P PENG PENGUIN SOLUTIONS INC | $41.5M | 546.2K | 1.55% | — |
| 15 | ? N/A DAVE INC | $39.2M | 105.3K | 1.47% | Trimmed(-0.1%) |
| 16 | L LPG FLEX LTD | $37.1M | 229.0K | 1.39% | Trimmed(-48.3%) |
| 17 | A ALNT ALLIENT INC | $37M | 359.7K | 1.39% | Added(+11.2%) |
| 18 | P PLPC PORCH GROUP INC | $36.9M | 2.46M | 1.38% | Added(+14.5%) |
| 19 | A AKAM AKAMAI TECHNOLOGIES INC | $36.7M | 310.4K | 1.37% | Trimmed(-26.7%) |
| 20 | C CGC CANDEL THERAPEUTICS INC | $36M | 3.49M | 1.35% | Added(+20.6%) |
| 21 | T TLN TALEN ENERGY CORP | $34.7M | 90.3K | 1.30% | Added(+10.7%) |
| 22 | R RRX REGAL REXNORD CORPORATION | $32.8M | 137.5K | 1.23% | Added(+154.7%) |
| 23 | L LNTH LANTHEUS HLDGS INC | $32M | 288.7K | 1.20% | Trimmed(-30.8%) |
| 24 | B BIIB BIOGEN INC | $30.9M | 142.9K | 1.16% | Added(+20.6%) |
| 25 | V VECO VEECO INSTRS INC DEL | $30.4M | 401.6K | 1.14% | Added(+58.5%) |
| 26 | ? N/A LUXEXPERIENCE BV | $30.1M | 4.05M | 1.13% | Added(+8.6%) |
| 27 | Z ZETA ZETA GLOBAL HOLDINGS CORP | $29.6M | 1.50M | 1.11% | Added(+209.0%) |
| 28 | C CLBT CELLEBRITE DI LTD | $28.2M | 1.93M | 1.06% | Trimmed(-11.4%) |
| 29 | S SRAD SPORTRADAR GROUP AG | $27.2M | 1.82M | 1.02% | — |
| 30 | G GOOS CANADA GOOSE HLDGS INC | $26.2M | 2.75M | 0.98% | Trimmed(-14.5%) |
| 31 | B BAND BANDWIDTH INC | $26.1M | 412.7K | 0.98% | — |
| 32 | W WRBY WARBY PARKER INC | $25.6M | 843.9K | 0.96% | Added(+68.5%) |
| 33 | K KTB KONTOOR BRANDS INC | $24.3M | 292.1K | 0.91% | — |
| 34 | O OSK OSHKOSH CORP | $24.2M | 157.6K | 0.91% | Added(+766.9%) |
| 35 | E ECPG ENCORE CAP GROUP INC | $23.9M | 255.7K | 0.89% | — |
| 36 | T TWLO TWILIO INC | $23.8M | 115.4K | 0.89% | Added(+54.3%) |
| 37 | S SEZL SEZZLE INC | $23.3M | 135.7K | 0.87% | Added(+93.8%) |
| 38 | R RELY REMITLY GLOBAL INC | $22.8M | 1.02M | 0.85% | Added(+45.8%) |
| 39 | A ACMR ACM RESH INC | $22.5M | 177.4K | 0.84% | Added(+113.1%) |
| 40 | E ESI ELEMENT SOLUTIONS INC | $22.4M | 469.2K | 0.84% | Added(+112.1%) |
| 41 | N NOKBF NOKIA CORP | $21.9M | 1.65M | 0.82% | Trimmed(-31.3%) |
| 42 | B BB BLACKBERRY LTD | $21.7M | 1.71M | 0.81% | — |
| 43 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $21.3M | 269.2K | 0.80% | — |
| 44 | ? N/A PULSE BIOSCIENCES INC | $20.9M | 753.3K | 0.78% | Added(+2.7%) |
| 45 | M MOG-B MOOG INC | $20.9M | 49.3K | 0.78% | Added(+67.4%) |
| 46 | R REAX THE REAL BROKERAGE INC | $20.1M | 11.04M | 0.75% | Trimmed(-23.9%) |
| 47 | C CDNA CAREDX INC | $19.5M | 684.8K | 0.73% | Added(+101.2%) |
| 48 | P PARR PAR PAC HOLDINGS INC | $19.2M | 341.9K | 0.72% | Trimmed(-50.7%) |
| 49 | V VSH VISHAY INTERTECHNOLOGY INC | $18.9M | 351.5K | 0.71% | — |
| 50 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $18.1M | 72.5K | 0.68% | Added(+125.0%) |