EdgeMarket › What Portolan Capital Management, Llc reported owning
What Portolan Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
144Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MOD MODINE MANUFACTURING CO | 89.3M | 4.8% | 412.1K | 197.68 | +46.5% |
| TTMI TTM TECHNOLOGIES INC | 70.9M | 3.8% | 727.5K | 110.54 | +175.9% |
| CLS CELESTICA INC | 55.7M | 3.0% | 197.9K | 296.55 | +62.1% |
| VIRT Virtu Financial, Inc. | 53.3M | 2.8% | 1.2M | 67.93 | +64.0% |
| AKAM AKAMAI TECHNOLOGIES INC | 48.6M | 2.6% | 423.4K | 110.42 | +45.2% |
| VPG Vishay Precision Group, Inc. | 44.3M | 2.4% | 1.0M | 66.61 | +146.3% |
| PARR PAR PACIFIC HOLDINGS, INC. | 43.5M | 2.3% | 693.8K | 79.03 | +148.9% |
| POWL POWELL INDUSTRIES INC | 41.0M | 2.2% | 75.8K | 197.67 | +140.6% |
| BIDU Baidu, Inc. | 40.8M | 2.2% | 366.4K | 93.21 | +7.4% |
| PBF PBF Energy Inc. | 38.1M | 2.0% | 800.0K | 73.53 | +211.4% |
| UTHR UNITED THERAPEUTICS Corp | 37.6M | 2.0% | 63.4K | 513.12 | +67.4% |
| REAX Real Brokerage Inc | 36.3M | 1.9% | 14.5M | 2.64 | -39.6% |
| GOOS Canada Goose Holdings Inc. | 35.3M | 1.9% | 3.2M | 8.74 | -21.8% |
| CRGY Crescent Energy Co | 35.1M | 1.9% | 2.6M | 14.06 | +51.5% |
| CSTL CASTLE BIOSCIENCES INC | 33.1M | 1.8% | 1.4M | 34.20 | +72.9% |
| LNTH Lantheus Holdings, Inc. | 31.7M | 1.7% | 417.4K | 99.97 | +78.1% |
| CLBT Cellebrite DI Ltd. | 30.1M | 1.6% | 2.2M | 11.05 | -28.6% |
| LUXE LuxExperience B.V. | 29.9M | 1.6% | 3.7M | 7.77 | -5.5% |
| FLEX FLEX LTD. | 29.0M | 1.5% | 443.1K | 110.45 | +124.9% |
| FN Fabrinet | 28.6M | 1.5% | 54.8K | 436.67 | +55.8% |
| ECO Okeanis Eco Tankers Corp. | 27.3M | 1.5% | 538.9K | 64.71 | +148.9% |
| TLN Talen Energy Corp | 26.0M | 1.4% | 81.6K | 314.46 | -12.7% |
| SMTC SEMTECH CORP | 25.6M | 1.4% | 332.3K | 124.09 | +156.0% |
| CNR Core Natural Resources, Inc. | 24.8M | 1.3% | 237.0K | 95.13 | +37.2% |
| MUSA Murphy USA Inc. | 23.8M | 1.3% | 48.1K | 569.72 | +44.5% |
| BIIB BIOGEN INC. | 21.7M | 1.2% | 118.5K | 216.78 | +56.0% |
| KRUS KURA SUSHI USA, INC. | 21.0M | 1.1% | 301.2K | 48.34 | -38.5% |
| QLYS QUALYS, INC. | 21.0M | 1.1% | 239.0K | 181.98 | +37.7% |
| JBL JABIL INC | 20.5M | 1.1% | 77.2K | 313.21 | +53.5% |
| CRCL Circle Internet Group, Inc. | 20.4M | 1.1% | 213.8K | 87.98 | -36.2% |
| DHT DHT Holdings, Inc. | 19.9M | 1.1% | 1.1M | 19.82 | +80.7% |
| NOK NOKIA CORP | 19.2M | 1.0% | 2.4M | 10.21 | +140.8% |
| ALNT ALLIENT INC | 19.1M | 1.0% | 323.5K | 95.84 | +122.2% |
| PRIM Primoris Services Corp | 18.7M | 1.0% | 130.6K | 77.18 | -30.2% |
| DAVE Dave Inc./DE | 18.4M | 1.0% | 105.4K | 354.72 | +88.4% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 18.3M | 1.0% | 259.8K | 57.17 | -11.0% |
| MAMA Mama's Creations, Inc. | 18.1M | 1.0% | 1.2M | 16.44 | +103.0% |
| ADEA Adeia Inc. | 17.5M | 0.9% | 729.5K | 26.25 | +80.8% |
| UPWK UPWORK, INC | 17.2M | 0.9% | 1.6M | 8.61 | -39.4% |
| PLSE PULSE BIOSCIENCES, INC. | 15.8M | 0.8% | 733.4K | 50.42 | +216.1% |
| PRCH Porch Group, Inc. | 15.4M | 0.8% | 2.1M | 17.09 | +11.6% |
| HAFN Hafnia Ltd | 14.8M | 0.8% | 1.9M | 8.16 | +46.2% |
| MEC Mayville Engineering Company, Inc. | 14.7M | 0.8% | 821.1K | 21.73 | +54.1% |
| CADL Candel Therapeutics, Inc. | 14.2M | 0.8% | 2.9M | 13.13 | +136.2% |
| LASR NLIGHT, INC. | 12.9M | 0.7% | 225.6K | 47.39 | +82.6% |
| GENI Genius Sports Ltd | 12.4M | 0.7% | 2.8M | 8.06 | -36.2% |
| AS Amer Sports, Inc. | 11.8M | 0.6% | 357.8K | 32.63 | -12.2% |
| EBAY EBAY INC | 11.5M | 0.6% | 126.1K | 104.13 | +5.0% |
| PKE PARK AEROSPACE CORP | 11.2M | 0.6% | 410.7K | 33.88 | +87.1% |
| ENVA Enova International, Inc. | 11.0M | 0.6% | 80.9K | 242.93 | +125.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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