Portolan Capital Management, LLC Top Holdings and 13F Report (2025) About Portolan Capital Management, LLCInvestment ActivityPortolan Capital Management, LLC has $1.59 billion in total holdings as of June 30, 2025.Portolan Capital Management, LLC owns shares of 118 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 35.02% of the portfolio was purchased this quarter.About 31.33% of the portfolio was sold this quarter.This quarter, Portolan Capital Management, LLC has purchased 109 new stocks and bought additional shares in 47 stocks.Portolan Capital Management, LLC sold shares of 31 stocks and completely divested from 29 stocks this quarter.Largest Holdings CELESTICA INC $85,796,963Kratos Defense & Security Solutions $61,705,248e.l.f. Beauty $58,093,321AeroVironment $50,953,619Modine Manufacturing $48,493,126 Largest New Holdings this Quarter 008073108 - AeroVironment $50,953,619 Holding75134P600 - Ramaco Resources $18,649,405 Holding135086106 - Canada Goose $16,645,091 Holding81663L200 - GeneDx $14,975,267 Holding016255101 - Align Technology $12,825,025 Holding Largest Purchases this Quarter AeroVironment 178,816 shares (about $50.95M)Powell Industries 117,334 shares (about $24.69M)CELESTICA INC 156,673 shares (about $24.46M)Ramaco Resources 1,419,285 shares (about $18.65M)Canada Goose 1,487,497 shares (about $16.65M) Largest Sales this Quarter Lantheus 612,832 shares (about $50.17M)SLM 801,983 shares (about $26.30M)Gates Industrial 1,072,579 shares (about $24.70M)Kura Sushi USA 200,918 shares (about $17.30M)SUPER MICRO COMPUTER INC 335,315 shares (about $16.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPortolan Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCELESTICA INC$85,796,963$24,458,222 ▲39.9%549,5935.4%COMKTOSKratos Defense & Security Solutions$61,705,248$6,145,660 ▼-9.1%1,328,4233.9%AerospaceELFe.l.f. Beauty$58,093,321$8,908,162 ▲18.1%466,8383.6%Consumer StaplesAVAVAeroVironment$50,953,619$50,953,619 ▲New Holding178,8163.2%AerospaceMODModine Manufacturing$48,493,126$124,012 ▼-0.3%492,3163.0%Auto/Tires/TrucksTTMITTM Technologies$45,888,089$4,198,745 ▲10.1%1,124,1572.9%Computer and TechnologyFOURShift4 Payments$43,130,194$2,842,078 ▲7.1%435,1752.7%Business ServicesGENIGenius Sports$42,498,186$2,026,866 ▼-4.6%4,086,3642.7%Computer and TechnologyPOWLPowell Industries$35,893,931$24,692,940 ▲220.5%170,5582.3%IndustrialsDBRGDigitalBridge Group$31,900,356$8,440,508 ▲36.0%3,082,1602.0%FinanceHNSTHonest$31,646,327$3,553,568 ▲12.6%6,217,3532.0%Consumer DiscretionaryCSTLCastle Biosciences$30,417,060$4,581,207 ▲17.7%1,489,5721.9%MedicalPRCHPorch Group$28,801,119$10,014,815 ▼-25.8%2,442,8431.8%Computer and TechnologyVPGVishay Precision Group$27,831,336$4,761,995 ▲20.6%990,4391.7%Computer and TechnologyIIIVi3 Verticals$26,425,180$4,739,173 ▲21.9%961,6151.7%Computer and TechnologyMYTEMYT Netherlands Parent B.V.$24,300,664$3,428,563 ▲16.4%3,060,5371.5%Retail/WholesaleQTRXQuanterix$24,163,586$4,456,996 ▲22.6%3,633,6221.5%MedicalFLEXFlex$23,991,752$9,968,824 ▲71.1%480,6041.5%Computer and TechnologySLMSLM$23,290,442$26,297,023 ▼-53.0%710,2911.5%FinanceDKNGDraftKings$21,039,561$80,419 ▼-0.4%490,5471.3%Consumer DiscretionaryLNTHLantheus$20,831,487$50,166,427 ▼-70.7%254,4771.3%MedicalWRBYWarby Parker$20,817,645$14,947,532 ▲254.6%949,2771.3%Consumer StaplesPBPBPotbelly$20,429,350$4,790,853 ▲30.6%1,667,7021.3%Retail/WholesaleZETA GLOBAL HOLDINGS CORP$20,380,038$8,888,751 ▲77.4%1,315,6901.3%CL ARDNTRadNet$19,426,513$7,799,572 ▼-28.6%341,3551.2%MedicalTALEN ENERGY CORP$19,071,895$6,664,739 ▲53.7%65,5911.2%COMTPRTapestry$19,029,393$2,669,073 ▼-12.3%216,7111.2%Retail/WholesaleMETCRamaco Resources$18,649,405$18,649,405 ▲New Holding1,419,2851.2%EnergyMAMAMama's Creations$17,974,065$2,890,533 ▲19.2%2,165,5501.1%Consumer StaplesSMTCSemtech$17,108,873$13,980,355 ▲446.9%379,0181.1%Computer and TechnologyGOOSCanada Goose$16,645,091$16,645,091 ▲New Holding1,487,4971.0%Retail/WholesaleOPRAOpera$16,564,716$12,346,444 ▼-42.7%876,4401.0%Computer and TechnologyCLBTCellebrite DI$16,189,504$365,632 ▲2.3%1,011,8441.0%Computer and TechnologyDOMODomo$15,476,930$7,314,580 ▲89.6%1,107,8691.0%Computer and TechnologyGTESGates Industrial$15,172,832$24,701,495 ▼-61.9%658,8291.0%IndustrialsBIOBio-Rad Laboratories$15,151,035$9,904,738 ▲188.8%62,7840.9%MedicalGDOTGreen Dot$15,104,160$8,247,358 ▲120.3%1,401,1280.9%Business ServicesWGSGeneDx$14,975,267$14,975,267 ▲New Holding162,2280.9%MedicalKRUSKura Sushi USA$14,812,732$17,295,021 ▼-53.9%172,0810.9%Retail/WholesaleALGNAlign Technology$12,825,025$12,825,025 ▲New Holding67,7390.8%MedicalLHXL3Harris Technologies$12,420,593$12,420,593 ▲New Holding49,5160.8%AerospaceCDNACareDx$12,309,751$4,265,465 ▲53.0%629,9770.8%MedicalVIRTVirtu Financial$12,244,108$5,172,215 ▼-29.7%273,3670.8%FinancePAYOPayoneer Global$12,037,738$3,330,566 ▼-21.7%1,757,3340.8%Business ServicesAAOIApplied Optoelectronics$11,697,222$11,697,222 ▲New Holding455,3220.7%Computer and TechnologyOPRTOportun Financial$11,595,405$5,735,990 ▲97.9%1,619,4700.7%FinanceTGLSTecnoglass$11,589,766$5,931,037 ▲104.8%149,8160.7%Retail/WholesaleBOOTBoot Barn$11,391,184$11,391,184 ▲New Holding74,9420.7%Retail/WholesaleENVAEnova International$10,921,265$1,626,185 ▼-13.0%97,9310.7%FinanceTTWOTake-Two Interactive Software$10,602,831$226,093 ▲2.2%43,6600.7%Consumer DiscretionaryWLDNWilldan Group$10,535,810$10,535,810 ▲New Holding168,5460.7%Business ServicesZGNErmenegildo Zegna$10,123,080$1,939,003 ▲23.7%1,183,9860.6%Retail/WholesaleHIIHuntington Ingalls Industries$10,020,831$10,020,831 ▲New Holding41,5010.6%AerospaceVRTVertiv$9,850,973$8,793,645 ▲831.7%76,7150.6%Computer and TechnologySRADSportradar Group$9,597,716$2,701,886 ▼-22.0%341,7990.6%Consumer DiscretionaryLINCLincoln Educational Services$9,094,447$9,094,447 ▲New Holding394,5530.6%Consumer DiscretionaryREAXReal Brokerage$8,956,508$4,342,332 ▲94.1%1,985,9220.6%Business ServicesUTHRUnited Therapeutics$8,839,748$4,110,542 ▼-31.7%30,7630.6%MedicalGPORGulfport Energy$8,725,950$580,979 ▲7.1%43,3760.5%EnergyMETAMeta Platforms$8,646,724$537,329 ▼-5.9%11,7150.5%Computer and TechnologyLOCOEl Pollo Loco$8,268,642$8,268,642 ▲New Holding751,0120.5%Retail/WholesaleREDDIT INC$8,208,625$7,473,091 ▲1,016.0%54,5170.5%CL ACADLCandel Therapeutics$8,205,944$3,747,153 ▲84.0%1,621,7280.5%MedicalWTWisdomTree$7,854,056$7,854,056 ▲New Holding682,3680.5%FinancePRIMPrimoris Services$7,751,055$6,952,949 ▲871.2%99,4490.5%ConstructionHZOMarineMax$7,742,818$354,901 ▼-4.4%307,9880.5%Retail/WholesaleSGSweetgreen$7,684,166$1,139,198 ▲17.4%516,4090.5%Retail/WholesaleACIAlbertsons Companies$7,563,540$7,699,440 ▼-50.4%351,6290.5%Consumer StaplesHCATHealth Catalyst$7,466,142$2,500,754 ▲50.4%1,980,4090.5%MedicalLMTLockheed Martin$7,401,440$7,401,440 ▲New Holding15,9810.5%AerospaceKMPRKemper$7,061,773$11,432,615 ▼-61.8%109,4170.4%FinancePWPPerella Weinberg Partners$6,853,046$6,853,046 ▲New Holding352,8860.4%FinanceGRABGrab$6,811,279$6,811,279 ▲New Holding1,354,1310.4%Computer and TechnologyAVPTAvePoint$6,232,167$6,232,167 ▲New Holding322,7430.4%Computer and TechnologyMYGNMyriad Genetics$6,177,654$3,257,568 ▲111.6%1,163,4000.4%MedicalBELFBBel Fuse$6,108,165$11,888,678 ▼-66.1%62,5260.4%Computer and TechnologyFNFabrinet$5,721,507$5,721,507 ▲New Holding19,4160.4%Computer and TechnologySMWBSimilarweb$5,704,321$2,802,024 ▲96.5%727,5920.4%Computer and TechnologyBANDBandwidth$5,494,579$5,494,579 ▲New Holding345,5710.3%Computer and TechnologyWEAVWeave Communications$5,397,725$2,524,263 ▼-31.9%648,7650.3%Computer and TechnologyFLRFluor$5,373,609$5,373,609 ▲New Holding104,8100.3%ConstructionESTAEstablishment Labs$5,312,782$1,006,376 ▲23.4%124,3920.3%MedicalBVBrightView$5,104,490$1,910,754 ▼-27.2%306,5760.3%Business ServicesFIVNFive9$4,970,587$1,309,595 ▲35.8%187,7110.3%Computer and TechnologyNTGRNETGEAR$4,921,377$3,308,108 ▼-40.2%169,2940.3%Computer and TechnologySUPER MICRO COMPUTER INC$4,829,837$16,433,787 ▼-77.3%98,5480.3%COM NEWTSEMTower Semiconductor$4,752,547$4,752,547 ▲New Holding109,6320.3%Computer and TechnologyRLRalph Lauren$4,670,714$4,670,714 ▲New Holding17,0290.3%Consumer DiscretionaryRCKYRocky Brands$4,641,837$4,641,837 ▲New Holding209,1860.3%Consumer DiscretionarySPWHSportsman's Warehouse$4,573,555$3,754,753 ▲458.6%1,325,6680.3%Retail/WholesaleGCTGigaCloud Technology$4,567,261$4,567,261 ▲New Holding230,9030.3%Business ServicesTITAN AMER SA$4,485,749$4,485,749 ▲New Holding359,4350.3%COMMON SHARESBXCBlueLinx$4,396,007$2,581,656 ▲142.3%59,1020.3%ConstructionCROXCrocs$4,329,720$15,339,869 ▼-78.0%42,7500.3%Consumer DiscretionaryDOUGDouglas Elliman$4,250,219$4,250,219 ▲New Holding1,831,9910.3%FinanceSMSM Energy$4,205,494$4,205,494 ▲New Holding170,1940.3%EnergyDECKDeckers Outdoor$4,089,921$4,089,921 ▲New Holding39,6810.3%Retail/WholesaleFRPTFreshpet$3,826,080$3,826,080 ▲New Holding56,2990.2%Consumer StaplesPSNParsons$3,711,011$3,711,011 ▲New Holding51,7070.2%Business ServicesRRXRegal Rexnord$3,615,737$3,615,737 ▲New Holding24,9430.2%IndustrialsShowing largest 100 holdings. 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