Portolan Capital Management, LLC Top Holdings and 13F Report (2026) About Portolan Capital Management, LLCInvestment ActivityPortolan Capital Management, LLC has $2.67 billion in total holdings as of June 30, 2026.Portolan Capital Management, LLC owns shares of 148 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 35.88% of the portfolio was purchased this quarter.About 28.21% of the portfolio was sold this quarter.This quarter, Portolan Capital Management, LLC has purchased 144 new stocks and bought additional shares in 50 stocks.Portolan Capital Management, LLC sold shares of 58 stocks and completely divested from 32 stocks this quarter.Largest Holdings Vishay Precision Group $151,134,315VIRTU FINL INC $127,611,748TTM Technologies $94,975,863Modine Manufacturing $83,759,635Qualys $72,843,164 Largest New Holdings this Quarter 706915105 - PENGUIN SOLUTIONS INC $41,514,610 HoldingH8088L103 - Sportradar Group $27,244,637 Holding05988J103 - Bandwidth $26,123,973 Holding50050N103 - Kontoor Brands $24,344,864 Holding292554102 - Encore Capital Group $23,855,652 Holding Largest Purchases this Quarter VIRTU FINL INC 930,328 shares (about $55.42M)Shift4 Payments 899,832 shares (about $43.77M)PENGUIN SOLUTIONS INC 546,173 shares (about $41.51M)Qualys 290,779 shares (about $39.98M)Enova International 117,872 shares (about $28.38M) Largest Sales this Quarter TTM Technologies 219,656 shares (about $41.08M)Flex 214,101 shares (about $34.70M)Baidu 270,566 shares (about $30.92M)Fabrinet 48,345 shares (about $27.17M)Modine Manufacturing 98,409 shares (about $26.28M) 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 PortfolioSectorVPGVishay Precision Group$151,134,315$1,754,097 â–¼-1.1%1,008,1675.7%TechnologyVIRTU FINL INC$127,611,748$55,419,639 â–²76.8%2,142,2154.8%CL ATTMITTM Technologies$94,975,863$41,080,065 â–¼-30.2%507,8383.6%TechnologyMODModine Manufacturing$83,759,635$26,277,171 â–¼-23.9%313,6833.1%IndustrialsQLYSQualys$72,843,164$39,979,204 â–²121.7%529,8072.7%TechnologyFOURShift4 Payments$54,190,602$43,767,828 â–²419.9%1,114,1162.0%FinanceMECMayville Engineering$48,670,130$17,910,375 â–²58.2%1,299,2561.8%IndustrialsENVAEnova International$47,855,920$28,375,326 â–²145.7%198,7951.8%FinanceSMTCSemtech$47,684,085$6,103,040 â–¼-11.3%294,6191.8%TechnologyCELESTICA INC$46,277,069$25,903,354 â–¼-35.9%126,8561.7%COMUTHRUnited Therapeutics$44,168,898$9,797,912 â–²28.5%81,5181.7%HealthcareGENIGenius Sports$42,576,403$25,662,834 â–²151.7%7,025,8091.6%Consumer DiscretionaryPOWLPowell Industries$41,702,893$19,988,214 â–²92.0%145,6311.6%IndustrialsPENGUIN SOLUTIONS INC$41,514,610$41,514,610 â–²New Holding546,1731.6%COMDAVEDave$39,247,885$38,749 â–¼-0.1%105,3381.5%FinanceFLEXFlex$37,118,406$34,699,349 â–¼-48.3%229,0271.4%TechnologyALNTAllient$37,022,377$3,729,360 â–²11.2%359,6851.4%IndustrialsPRCHPorch Group$36,945,023$4,685,877 â–²14.5%2,456,4511.4%TechnologyAKAMAkamai Technologies$36,687,774$13,367,305 â–¼-26.7%310,3611.4%TechnologyCADLCandel Therapeutics$35,951,099$6,139,552 â–²20.6%3,490,3981.3%HealthcareTALEN ENERGY CORP$34,703,289$3,357,664 â–²10.7%90,3121.3%COMRRXRegal Rexnord$32,750,649$19,894,344 â–²154.7%137,4981.2%IndustrialsLNTHLantheus$32,027,380$14,277,867 â–¼-30.8%288,6911.2%HealthcareBIIBBiogen$30,865,467$5,266,462 â–²20.6%142,8561.2%HealthcareVECOVeeco Instruments$30,444,236$11,238,108 â–²58.5%401,6391.1%TechnologyMYTEMYT Netherlands Parent B.V.$30,114,882$2,371,686 â–²8.5%4,053,1471.1%Consumer DiscretionaryZETA GLOBAL HOLDINGS CORP$29,573,884$20,004,071 â–²209.0%1,502,7381.1%CL ACLBTCellebrite DI$28,214,704$3,626,786 â–¼-11.4%1,932,5141.1%TechnologySRADSportradar Group$27,244,637$27,244,637 â–²New Holding1,819,9491.0%Consumer DiscretionaryGOOSCanada Goose$26,157,474$4,448,341 â–¼-14.5%2,750,5231.0%Consumer DiscretionaryBANDBandwidth$26,123,973$26,123,973 â–²New Holding412,7011.0%Communication ServicesWRBYWarby Parker$25,602,773$10,411,353 â–²68.5%843,8621.0%Consumer DiscretionaryKTBKontoor Brands$24,344,864$24,344,864 â–²New Holding292,1150.9%Consumer DiscretionaryOSKOshkosh$24,194,741$21,403,707 â–²766.9%157,6410.9%IndustrialsECPGEncore Capital Group$23,855,652$23,855,652 â–²New Holding255,7150.9%FinanceTWLOTwilio$23,809,863$8,382,775 â–²54.3%115,3970.9%TechnologySEZZLE INC$23,297,571$11,275,576 â–²93.8%135,7430.9%COMREMITLY GLOBAL INC$22,804,237$7,158,337 â–²45.8%1,017,5920.9%COMACMRACM Research$22,514,346$11,949,992 â–²113.1%177,4320.8%TechnologyESIElement Solutions$22,404,921$11,841,093 â–²112.1%469,2130.8%MaterialsNOKNokia$21,855,706$9,936,215 â–¼-31.3%1,645,7610.8%TechnologyBBBlackBerry$21,687,932$21,687,932 â–²New Holding1,714,4610.8%TechnologyIFFInternational Flavors & Fragrances$21,328,321$21,328,321 â–²New Holding269,2290.8%MaterialsPLSEPulse Biosciences$20,889,924$553,519 â–²2.7%753,3330.8%HealthcareMOG.AMoog$20,884,292$8,407,714 â–²67.4%49,2740.8%IndustrialsREAXReal Brokerage$20,097,102$6,329,021 â–¼-23.9%11,042,3640.8%Real EstateCDNACareDx$19,516,943$9,816,911 â–²101.2%684,8050.7%HealthcarePARRPar Pacific$19,171,677$19,738,534 â–¼-50.7%341,8630.7%EnergyVSHVishay Intertechnology$18,904,477$18,904,477 â–²New Holding351,5150.7%TechnologyTTWOTake-Two Interactive Software$18,120,300$10,066,194 â–²125.0%72,4870.7%Communication ServicesGTESGates Industrial$17,945,188$17,945,188 â–²New Holding641,5870.7%IndustrialsMAMAMama's Creations$17,579,912$3,428,396 â–¼-16.3%984,8690.7%Consumer StaplesKRUSKura Sushi USA$17,383,696$45,933 â–²0.3%302,0100.7%Consumer DiscretionarySANMSanmina$17,273,975$10,356,793 â–²149.7%68,2550.6%TechnologyPKEPark Aerospace$17,072,402$1,401,808 â–²8.9%447,3900.6%IndustrialsGHMGraham$16,949,946$4,130,749 â–²32.2%136,9250.6%IndustrialsBELFBBel Fuse$15,937,962$1,769,775 â–¼-10.0%47,8560.6%TechnologyONONON$15,625,073$8,454,506 â–²117.9%441,1370.6%Consumer DiscretionaryAMER SPORTS INC$15,325,459$3,216,627 â–²26.6%452,8800.6%COM SHSCOHUCohu$15,234,329$15,234,329 â–²New Holding206,1200.6%TechnologyJBLJabil$15,006,351$14,751,549 â–¼-49.6%38,9290.6%TechnologyADEAAdeia$14,589,966$9,431,185 â–¼-39.3%443,0600.5%TechnologyVICRVicor$14,462,402$4,333,670 â–²42.8%38,0810.5%IndustrialsTENBTenable$14,306,600$14,306,600 â–²New Holding387,9230.5%TechnologyGEHCGE HealthCare Technologies$14,235,376$14,235,376 â–²New Holding222,3930.5%HealthcareCXTCrane NXT$13,891,168$13,891,168 â–²New Holding271,5240.5%TechnologyPACKRanpak$13,851,390$386,158 â–¼-2.7%1,894,8550.5%MaterialsONTOOnto Innovation$13,814,560$5,389,128 â–²64.0%36,5030.5%TechnologyWGSGeneDx$13,751,625$6,709,851 â–²95.3%200,3150.5%HealthcareFORRForrester Research$13,657,209$695,078 â–²5.4%1,623,9250.5%IndustrialsHZOMarineMax$12,610,390$12,610,390 â–²New Holding344,3580.5%Consumer DiscretionaryBIOBio-Rad Laboratories$12,513,658$8,352,324 â–²200.7%42,6200.5%HealthcareQUANTUM CORP$11,221,320$11,221,320 â–²New Holding1,020,1200.4%COMBIDUBaidu$10,956,182$30,922,987 â–¼-73.8%95,8630.4%Communication ServicesRACEFerrari$10,825,821$10,825,821 â–²New Holding29,0790.4%Consumer DiscretionaryDGIIDigi International$10,586,163$2,174,524 â–¼-17.0%141,2430.4%TechnologyLASRnLight$10,572,981$5,131,621 â–¼-32.7%151,8670.4%TechnologyVIAVViavi Solutions$10,510,635$3,546,584 â–²50.9%220,1180.4%TechnologyBOOTBoot Barn$10,473,691$10,473,691 â–²New Holding63,7590.4%Consumer DiscretionaryLPTHLightPath Technologies$10,286,897$6,724,657 â–¼-39.5%629,1680.4%TechnologyFEIMFrequency Electronics$10,139,474$177,619 â–²1.8%152,8180.4%TechnologyHALOHalozyme Therapeutics$9,979,268$9,979,268 â–²New Holding127,4980.4%HealthcareOKEANIS ECO TANKERS COR$9,823,370$17,184,294 â–¼-63.6%195,9970.4%SHSZGNErmenegildo Zegna$9,816,403$564,052 â–²6.1%753,9480.4%Consumer DiscretionarySGSweetgreen$9,065,631$9,065,631 â–²New Holding1,029,0160.3%Consumer DiscretionaryTPRTapestry$9,029,889$6,535,867 â–²262.1%61,6880.3%Consumer DiscretionarySOLARIS ENERGY INFRAS INC$8,641,484$6,394,236 â–²284.5%107,4010.3%COM CL AATENA10 Networks$8,477,731$8,477,731 â–²New Holding226,9200.3%TechnologyAMBAAmbarella$8,328,778$1,001,887 â–¼-10.7%97,0720.3%TechnologyTECNOGLASS INC$8,250,450$8,250,450 â–²New Holding176,2540.3%ORD SHSQTRXQuanterix$8,205,011$4,520,945 â–¼-35.5%1,899,3080.3%HealthcareTGENTecogen$8,096,810$5,781,453 â–²249.7%1,551,1130.3%IndustrialsHQYHealthEquity$8,063,228$1,117,439 â–¼-12.2%89,2740.3%HealthcareTSEMTower Semiconductor$7,964,376$387,311 â–¼-4.6%30,5570.3%TechnologyCSTLCastle Biosciences$7,842,309$24,361,939 â–¼-75.6%328,8180.3%HealthcareSILCSilicom$7,788,620$7,788,620 â–²New Holding162,4660.3%TechnologyCIENCiena$7,491,832$1,566,849 â–¼-17.3%15,2720.3%TechnologyEBAYeBay$7,346,557$6,744,671 â–¼-47.9%65,7410.3%Consumer DiscretionaryRBARB Global$7,337,398$7,337,398 â–²New Holding63,0090.3%IndustrialsXMTRXometry$7,061,693$7,061,693 â–²New Holding73,1630.3%IndustrialsShowing largest 100 holdings. 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