Portolan Capital Management, LLC 13F Holdings

CIK 0001350290 · Boston, MA

As of Sep 30, 2025, Portolan Capital Management, LLC reported 119 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MODINE MANUFACTURING COMODConsumer Cyclical602,462$85.6M4.63%
TTM TECHNOLOGIES INCTTMITechnology1,188,822$68.5M3.71%
ELF BEAUTY INCELFConsumer Defensive487,525$64.6M3.49%
DIGITALBRIDGE GROUP INCDBRGReal Estate5,468,226$64.0M3.46%
CELESTICA INCCLSTechnology251,556$62.0M3.35%
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials596,106$54.5M2.95%
SEMTECH CORPSMTCTechnology668,862$47.8M2.59%
AEROVIRONMENT INCAVAVIndustrials147,929$46.6M2.52%
POWELL INDUSTRIES INCPOWLIndustrials148,245$45.2M2.45%
CELLEBRITE DI LTDCLBTTechnology2,419,662$44.8M2.43%
GENIUS SPORTS LTDGENICommunication Services3,612,811$44.7M2.42%
DOMO INCDOMOTechnology2,684,753$42.5M2.30%
TALEN ENERGY CORPTLNUtilities94,717$40.3M2.18%
FLEX LTDFLEXTechnology595,786$34.5M1.87%
CASTLE BIOSCIENCES INCCSTLHealthcare1,515,111$34.5M1.87%
CANADA GOOSE HOLDINGS INCGOOSConsumer Cyclical2,174,001$30.0M1.62%
VISHAY PRECISION GROUP INCVPGTechnology823,298$26.4M1.43%
PORCH GROUP INCPRCHTechnology1,534,303$25.7M1.39%
HONEST COMPANY INCHNSTConsumer Defensive6,928,004$25.5M1.38%
I3 VERTICALS INCIIIVTechnology747,656$24.3M1.31%
REAL BROKERAGE INCREAXReal Estate5,769,203$24.1M1.30%
TOWER SEMICONDUCTOR LTDTSEMTechnology327,305$23.7M1.28%
OPERA LTDOPRACommunication Services1,124,085$23.2M1.26%
QUANTERIX CORPQTRXHealthcare4,259,851$23.1M1.25%
NLIGHT INCLASRTechnology769,788$22.8M1.23%