Portolan Capital Management, LLC Top Holdings and 13F Report (2025) About Portolan Capital Management, LLCInvestment ActivityPortolan Capital Management, LLC has $1.32 billion in total holdings as of March 31, 2025.Portolan Capital Management, LLC owns shares of 109 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 32.40% of the portfolio was purchased this quarter.About 31.54% of the portfolio was sold this quarter.This quarter, Portolan Capital Management, LLC has purchased 131 new stocks and bought additional shares in 53 stocks.Portolan Capital Management, LLC sold shares of 35 stocks and completely divested from 43 stocks this quarter.Largest Holdings Lantheus $84,649,358SLM $44,415,487Kratos Defense & Security Solutions $43,369,074Genius Sports $42,855,363Modine Manufacturing $37,881,881 Largest New Holdings this Quarter 52603B107 - LendingTree $22,058,225 Holding53635B107 - Liquidity Services $19,423,362 Holding056752108 - Baidu $12,382,268 Holding401617105 - Guess? $8,592,335 Holding91688F104 - Upwork $8,411,351 Holding Largest Purchases this Quarter LendingTree 438,795 shares (about $22.06M)Shift4 Payments 265,528 shares (about $21.70M)Liquidity Services 626,358 shares (about $19.42M)SLM 611,755 shares (about $17.97M)eBay 236,526 shares (about $16.02M) Largest Sales this Quarter TALEN ENERGY CORP 111,711 shares (about $22.31M)Semtech 597,904 shares (about $20.57M)CELESTICA INC 234,021 shares (about $18.44M)REDDIT INC 126,737 shares (about $13.29M)REMITLY GLOBAL INC 567,015 shares (about $11.79M) 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 PortfolioSectorLNTHLantheus$84,649,358$5,336,670 ▲6.7%867,3096.4%MedicalSLMSLM$44,415,487$17,967,244 ▲67.9%1,512,2743.4%FinanceKTOSKratos Defense & Security Solutions$43,369,074$3,344,668 ▲8.4%1,460,7303.3%AerospaceGENIGenius Sports$42,855,363$12,129,087 ▲39.5%4,281,2553.3%Computer and TechnologyMODModine Manufacturing$37,881,881$12,638,883 ▲50.1%493,5752.9%Auto/Tires/TrucksFOURShift4 Payments$33,215,033$21,696,293 ▲188.4%406,4992.5%Business ServicesEBAYeBay$32,148,586$16,019,906 ▲99.3%474,6582.4%Retail/WholesaleGTESGates Industrial$31,875,221$11,306,870 ▲55.0%1,731,4082.4%IndustrialsCELESTICA INC$30,966,025$18,443,195 ▼-37.3%392,9202.4%COMHNSTHonest$25,940,268$752,963 ▲3.0%5,519,2062.0%Consumer DiscretionaryCSTLCastle Biosciences$25,329,764$9,782,653 ▲62.9%1,265,2231.9%MedicalELFe.l.f. Beauty$24,817,873$10,376,299 ▲71.9%395,2521.9%Consumer StaplesOPRAOpera$24,383,275$12,454,592 ▲104.4%1,529,6911.9%Computer and TechnologyPRCHPorch Group$24,000,692$7,236,353 ▲43.2%3,292,2761.8%Computer and TechnologyRDNTRadNet$23,786,346$2,688,161 ▲12.7%478,4061.8%MedicalTREELendingTree$22,058,225$22,058,225 ▲New Holding438,7951.7%FinanceTTMITTM Technologies$20,946,801$5,743,723 ▼-21.5%1,021,2971.6%Computer and TechnologyCROXCrocs$20,625,102$11,977,236 ▲138.5%194,2101.6%Consumer DiscretionaryDBRGDigitalBridge Group$19,991,871$13,007,031 ▲186.2%2,266,6521.5%FinanceMYTEMYT Netherlands Parent B.V.$19,873,184$5,484,349 ▲38.1%2,628,7281.5%Retail/WholesaleVPGVishay Precision Group$19,777,240$7,920,118 ▲66.8%820,9731.5%Computer and TechnologyIIIVi3 Verticals$19,468,479$2,788,228 ▲16.7%789,1561.5%Computer and TechnologyLQDTLiquidity Services$19,423,362$19,423,362 ▲New Holding626,3581.5%Business ServicesQTRXQuanterix$19,291,714$2,444,980 ▲14.5%2,963,3971.5%MedicalCLBTCellebrite DI$19,216,115$1,440,463 ▲8.1%988,9921.5%Computer and TechnologyKMPRKemper$19,156,335$3,767,666 ▲24.5%286,5571.5%FinanceKRUSKura Sushi USA$19,097,549$13,005 ▼-0.1%372,9991.5%Retail/WholesaleTPRTapestry$17,398,804$3,464,665 ▲24.9%247,1071.3%Retail/WholesalePAYOPayoneer Global$16,400,336$511,620 ▲3.2%2,243,5481.2%Business ServicesDKNGDraftKings$16,353,335$5,706,773 ▲53.6%492,4221.2%Consumer DiscretionaryACIAlbertsons Companies$15,603,576$4,828,916 ▲44.8%709,5761.2%Consumer StaplesSUPER MICRO COMPUTER INC$14,855,469$11,647,729 ▲363.1%433,8631.1%COM NEWVIRTVirtu Financial$14,822,733$5,327,765 ▼-26.4%388,8441.1%FinanceUTHRUnited Therapeutics$13,893,112$9,500,573 ▲216.3%45,0681.1%MedicalQNSTQuinStreet$13,884,801$2,478,315 ▼-15.1%778,2961.1%Computer and TechnologyBELFBBel Fuse$13,791,009$1,815,056 ▼-11.6%184,2241.0%Computer and TechnologyBIDUBaidu$12,382,268$12,382,268 ▲New Holding134,5460.9%Computer and TechnologyDYDycom Industries$12,339,845$8,798,245 ▲248.4%81,0020.9%ConstructionPBPBPotbelly$12,140,580$2,761,086 ▲29.4%1,276,6120.9%Retail/WholesaleMAMAMama's Creations$11,830,577$6,502,116 ▲122.0%1,817,2930.9%Consumer StaplesSKXSkechers U.S.A.$11,348,448$59,051 ▲0.5%199,8670.9%Consumer DiscretionarySGSweetgreen$11,005,047$3,323,882 ▲43.3%439,8500.8%Retail/WholesaleRPRXRoyalty Pharma$10,965,760$251,281 ▲2.3%352,2570.8%MedicalENVAEnova International$10,864,255$9,254,117 ▼-46.0%112,5130.8%FinanceWEAVWeave Communications$10,559,477$5,752,017 ▲119.6%952,1620.8%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$10,059,513$1,050,751 ▲11.7%741,8520.8%CL ANOGNorthern Oil and Gas$10,035,000$4,078,662 ▲68.5%331,9550.8%EnergySRADSportradar Group$9,469,992$5,997,474 ▼-38.8%438,0200.7%Consumer DiscretionaryFLEXFlex$9,292,437$5,107,354 ▼-35.5%280,9080.7%Computer and TechnologySTKLSunOpta$9,205,229$1,101,189 ▲13.6%1,894,0800.7%Consumer StaplesPOWLPowell Industries$9,065,644$6,920,678 ▲322.6%53,2240.7%IndustrialsTTWOTake-Two Interactive Software$8,855,585$48,289 ▲0.5%42,7290.7%Consumer DiscretionaryBOWLBowlero$8,592,968$5,356,581 ▼-38.4%880,4270.7%Consumer DiscretionaryGESGuess?$8,592,335$8,592,335 ▲New Holding776,1820.7%Consumer DiscretionaryTALEN ENERGY CORP$8,519,919$22,305,336 ▼-72.4%42,6700.6%COMUPWKUpwork$8,411,351$8,411,351 ▲New Holding644,5480.6%Computer and TechnologyPSIXPower Solutions International$7,494,054$1,133,682 ▼-13.1%296,4420.6%Auto/Tires/TrucksGPORGulfport Energy$7,455,460$7,455,460 ▲New Holding40,4880.6%EnergyCDNACareDx$7,307,373$7,307,373 ▲New Holding411,6830.6%MedicalMETAMeta Platforms$7,171,647$1,304,879 ▼-15.4%12,4430.5%Computer and TechnologyZGNErmenegildo Zegna$7,083,295$4,080,841 ▲135.9%957,2020.5%Retail/WholesaleHZOMarineMax$6,925,258$2,368,118 ▲52.0%322,1050.5%Retail/WholesaleNTGRNETGEAR$6,924,430$2,222,876 ▲47.3%283,0920.5%Computer and TechnologyLINDLindblad Expeditions$6,389,310$1,343,900 ▲26.6%689,2460.5%Consumer DiscretionaryMAREX GROUP PLC$6,152,603$1,745,444 ▼-22.1%174,1960.5%ORDHCATHealth Catalyst$5,966,368$2,573,267 ▲75.8%1,317,0790.5%MedicalCTOSCustom Truck One Source$5,896,720$228,918 ▼-3.7%1,397,3270.4%Auto/Tires/TrucksBVBrightView$5,409,954$1,215,460 ▲29.0%421,3360.4%Business ServicesGDOTGreen Dot$5,368,405$5,368,405 ▲New Holding636,0670.4%Business ServicesBIOBio-Rad Laboratories$5,294,994$2,154,532 ▼-28.9%21,7400.4%MedicalTGLSTecnoglass$5,233,739$2,925,322 ▼-35.9%73,1480.4%Retail/WholesaleCELHCelsius$5,077,595$5,077,595 ▲New Holding142,5490.4%Consumer StaplesCADLCandel Therapeutics$4,978,690$720,030 ▲16.9%881,1840.4%MedicalGENGenesis Healthcare$4,967,465$4,967,465 ▲New Holding187,1690.4%Business ServicesWRBYWarby Parker$4,879,715$3,174,007 ▼-39.4%267,6750.4%Consumer StaplesMYGNMyriad Genetics$4,877,808$4,877,808 ▲New Holding549,9220.4%MedicalECPGEncore Capital Group$4,824,087$2,560,613 ▼-34.7%140,7260.4%FinanceKOSKosmos Energy$4,586,936$899,022 ▲24.4%2,011,8140.3%EnergyDOMODomo$4,533,990$4,533,990 ▲New Holding584,2770.3%Computer and TechnologyOPRTOportun Financial$4,492,763$4,492,763 ▲New Holding818,3540.3%FinanceRMNIRimini Street$4,298,580$4,298,580 ▲New Holding1,235,2240.3%Computer and TechnologyTPBTurning Point Brands$4,187,607$412,514 ▲10.9%70,4510.3%Consumer StaplesREAXReal Brokerage$4,153,782$4,153,782 ▲New Holding1,023,0990.3%Business ServicesESTAEstablishment Labs$4,114,327$3,801,475 ▼-48.0%100,8290.3%MedicalGEHCGE HealthCare Technologies$3,829,125$3,829,125 ▲New Holding47,4430.3%MedicalFIVNFive9$3,753,623$3,753,623 ▲New Holding138,2550.3%Computer and TechnologyVKTXViking Therapeutics$3,350,764$249,421 ▲8.0%138,7480.3%MedicalINVEIdentiv$3,332,440$7,248 ▼-0.2%1,044,6520.3%Computer and TechnologyTMDXTransMedics Group$3,198,222$3,198,222 ▲New Holding47,5360.2%MedicalPACKRanpak$3,109,031$3,109,031 ▲New Holding573,6220.2%IndustrialsSMWBSimilarweb$3,061,480$721,872 ▲30.9%370,1910.2%Computer and TechnologyNTRANatera$2,907,248$2,550,329 ▼-46.7%20,5590.2%MedicalREMITLY GLOBAL INC$2,646,322$11,793,914 ▼-81.7%127,2270.2%COMEVEREverQuote$2,633,457$2,633,457 ▲New Holding100,5520.2%FinanceFORRForrester Research$2,588,253$264,643 ▲11.4%280,1140.2%Computer and TechnologySMTCSemtech$2,384,161$20,567,899 ▼-89.6%69,3070.2%Computer and TechnologyMSFTMicrosoft$2,176,136$394,535 ▼-15.3%5,7970.2%Computer and TechnologyGCOGenesco$1,883,780$7,972,564 ▼-80.9%88,7320.1%Retail/WholesaleBXCBlueLinx$1,828,987$799,887 ▼-30.4%24,3930.1%ConstructionCWSTCasella Waste Systems$1,706,438$3,791 ▼-0.2%15,3030.1%Business ServicesShowing largest 100 holdings. 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