Portolan Capital Management, LLC

CIK 0001350290 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Portolan Capital Management, LLC, Chief Compliance Officer
Address: 2 INTERNATIONAL PLACE, 26TH FLOOR, BOSTON, MA, 02110
Phone: 617-753-6400
AUM: $1.87B

AUM over time

$2.67B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $1.87B155 positionsView on SEC.gov

			% of Portfolio
ACM RESH INC	COM CL A	$11.3M	0.6%Prev: 0.9%	285,506 SH	Decreased-120,354 SH
ADEIA INC	COM	$4.4M	0.2%	256,208 SH	New
AEROVIRONMENT INC	COM	$18.4M	1.0%Prev: 2.5%	75,958 SH	Decreased-71,971 SH
AKAMAI TECHNOLOGIES INC	COM	$45.7M	2.5%	524,321 SH	New
ALEXANDRIA REAL ESTATE EQ IN	COM	$2.1M	0.1%	43,555 SH	New
ALLIENT INC	COM	$16.2M	0.9%Prev: 0.6%	301,888 SH	Increased+44,235 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.1%Prev: 0.1%	6,992 SH	Increased
AMBARELLA INC	SHS	$3.8M	0.2%	54,242 SH	New
AMPLIFY ENERGY CORP NEW	COM	$407K	0.0%	89,063 SH	New
AMPLITUDE INC	COM CL A	$6.5M	0.3%	560,096 SH	New
APPLIED OPTOELECTRONICS INC	COM	$8.0M	0.4%Prev: 0.8%	228,458 SH	Decreased-317,761 SH
BAIDU INC	SPON ADR REP A	$34.5M	1.8%Prev: 0.0%	263,681 SH	Increased+259,101 SH
BANDWIDTH INC	COM CL A	$5.2M	0.3%Prev: 0.7%	336,874 SH	Decreased-408,928 SH
BEL FUSE INC	CL B	$23.7M	1.3%Prev: 0.9%	139,513 SH	Increased+15,747 SH
BIO RAD LABS INC	CL A	$10.3M	0.6%Prev: 0.7%	34,159 SH	Decreased-12,281 SH
BIO-TECHNE CORP	COM	$14.6M	0.8%	249,070 SH	New
BIOGEN INC	COM	$15.0M	0.8%	84,990 SH	New
CANADA GOOSE HLDGS INC	SHS SUB VTG	$27.7M	1.5%Prev: 1.6%	2,138,904 SH	Decreased-35,097 SH
CANDEL THERAPEUTICS INC	COM	$9.6M	0.5%Prev: 0.4%	1,695,367 SH	Increased+311,225 SH
CAREDX INC	COM	$14.3M	0.8%Prev: 0.7%	758,775 SH	Increased-174,757 SH
CASELLA WASTE SYS INC	CL A	$1.5M	0.1%Prev: 0.1%	15,225 SH	Increased
CASTLE BIOSCIENCES INC	COM	$67.3M	3.6%Prev: 1.9%	1,729,463 SH	Increased+214,352 SH
CELESTICA INC	COM	$50.9M	2.7%Prev: 3.4%	172,275 SH	Decreased-79,281 SH
CELLEBRITE DI LTD	ORDINARY SHARES	$23.2M	1.2%Prev: 2.4%	1,287,287 SH	Decreased-1,132,375 SH
CIENA CORP	COM NEW	$13.2M	0.7%Prev: 0.7%	56,481 SH	Increased-32,305 SH
CLAROS MTG TR INC	COMMON STOCK	$366K	0.0%	119,700 SH	New
CORE NATURAL RESOURCES INC	COM SHS	$11.5M	0.6%	130,242 SH	New
CRESCENT ENERGY COMPANY	CL A COM	$335K	0.0%	39,900 SH	New
DANA INC	COM	$6.0M	0.3%	252,423 SH	New
DAVE INC	CLASS A COM NEW	$9.7M	0.5%	44,001 SH	New
DIGI INTL INC	COM	$10.3M	0.6%	237,550 SH	New
DIGITALBRIDGE GROUP INC	CL A NEW	$12.7M	0.7%Prev: 3.5%	824,946 SH	Decreased-4,643,280 SH
DOMO INC	COM CL B	$18.2M	1.0%Prev: 2.3%	2,158,770 SH	Decreased-525,983 SH
DOUGLAS ELLIMAN INC	COM	$5.6M	0.3%Prev: 0.4%	2,353,950 SH	Decreased
DRAFTKINGS INC NEW	COM CL A	$6.3M	0.3%Prev: 0.8%	183,778 SH	Decreased-188,224 SH
E L F BEAUTY INC	COM	$14.6M	0.8%Prev: 3.5%	192,322 SH	Decreased-295,203 SH
EBAY INC.	COM	$5.1M	0.3%	58,144 SH	New
ENOVA INTL INC	COM	$15.4M	0.8%Prev: 0.6%	97,847 SH	Increased+30 SH
ERMENEGILDO ZEGNA N V	ORD SHS	$7.3M	0.4%Prev: 0.7%	710,534 SH	Decreased-658,642 SH
ESTABLISHMENT LABS HLDGS INC	COM	$6.9M	0.4%Prev: 0.3%	94,648 SH	Increased-60,448 SH
EVERUS CONSTR GROUP	COM	$747K	0.0%Prev: 0.3%	8,725 SH	Decreased-64,205 SH
EXZEO GROUP INC	COM SHS	$9.8M	0.5%	405,014 SH	New
FABRINET	SHS	$5.0M	0.3%Prev: 0.6%	10,878 SH	Decreased-17,892 SH
FIRST AMERN FINL CORP	COM	$19.7M	1.1%	320,670 SH	New
FIRST SOLAR INC	COM	$20.6M	1.1%Prev: 1.0%	78,761 SH	Increased-4,437 SH
FLEX LTD	ORD	$28.2M	1.5%Prev: 1.9%	466,913 SH	Decreased-128,873 SH
FORRESTER RESH INC	COM	$5.7M	0.3%Prev: 0.3%	705,749 SH	Increased+191,877 SH
FREEPORT-MCMORAN INC	CL B	$14.6M	0.8%	288,124 SH	New
FREQUENCY ELECTRS INC	COM	$6.1M	0.3%Prev: 0.4%	113,076 SH	Decreased-90,751 SH
FULGENT GENETICS INC	COM	$4.5M	0.2%	169,590 SH	New
GATES INDL CORP PLC	ORD SHS	$2.1M	0.1%Prev: 0.5%	97,125 SH	Decreased-269,820 SH
GDS HLDGS LTD	SPONSORED ADS	$536K	0.0%Prev: 0.0%	15,359 SH	Decreased+1,295 SH
GENEDX HOLDINGS CORP	COM CL A	$7.3M	0.4%Prev: 0.3%	55,776 SH	Increased+11,728 SH
GENIUS SPORTS LIMITED	SHARES CL A	$32.4M	1.7%Prev: 2.4%	2,938,119 SH	Decreased-674,692 SH
GIGACLOUD TECHNOLOGY INC	CLASS A ORD	$5.4M	0.3%Prev: 0.3%	137,478 SH	Decreased-82,909 SH
GREEN DOT CORP	CL A	$5.2M	0.3%Prev: 1.2%	406,734 SH	Decreased-1,208,546 SH
GUARDANT HEALTH INC	COM	$10.6M	0.6%	104,088 SH	New
HARVARD BIOSCIENCE INC	COM	$274K	0.0%	409,650 SH	New
HONEST CO INC	COM	$12.4M	0.7%Prev: 1.4%	4,804,206 SH	Decreased-2,123,798 SH
I3 VERTICALS INC	COM CL A	$16.9M	0.9%Prev: 1.3%	671,987 SH	Decreased-75,669 SH
IES HLDGS INC	COM	$4.6M	0.2%	11,792 SH	New
INDIE SEMICONDUCTOR INC	CLASS A COM	$2.4M	0.1%	671,998 SH	New
JABIL INC	COM	$16.1M	0.9%	70,665 SH	New
KRATOS DEFENSE &SEC SOLUTIO	COM NEW	$22.3M	1.2%Prev: 2.9%	294,006 SH	Decreased-302,100 SH
KURA SUSHI USA INC	CL A COM	$10.0M	0.5%Prev: 0.5%	190,796 SH	Increased+23,388 SH
L3HARRIS TECHNOLOGIES INC	COM	$633K	0.0%Prev: 0.1%	2,157 SH	Decreased-2,894 SH
LANTHEUS HLDGS INC	COM	$31.7M	1.7%Prev: 0.8%	475,789 SH	Increased+178,581 SH
LIGHTPATH TECHNOLOGIES INC	COM CL A	$25.2M	1.3%Prev: 0.7%	2,332,184 SH	Increased+700,562 SH
LINCOLN EDL SVCS CORP	COM	$338K	0.0%Prev: 0.4%	14,007 SH	Decreased-305,871 SH
LUMENTUM HLDGS INC	COM	$2.1M	0.1%Prev: 0.4%	5,822 SH	Decreased-43,635 SH
LUXEXPERIENCE BV	SPONSORED ADS	$22.2M	1.2%Prev: 0.7%	2,660,674 SH	Increased+1,099,408 SH
MAGNA INTL INC	COM	$13.6M	0.7%	255,481 SH	New
MAMAS CREATIONS INC	COM	$16.8M	0.9%Prev: 1.2%	1,245,767 SH	Decreased-789,161 SH
MAREX GROUP PLC	ORD	$16.1M	0.9%	418,745 SH	New
MARINEMAX INC	COM	$11.8M	0.6%Prev: 0.5%	487,426 SH	Increased+94,713 SH
MAYVILLE ENGR CO INC	COM	$9.6M	0.5%	512,762 SH	New
MERCURY SYS INC	COM	$3.4M	0.2%Prev: 0.2%	46,348 SH	Decreased+1,484 SH
META PLATFORMS INC	CL A	$6.8M	0.4%Prev: 0.5%	10,318 SH	Decreased-1,370 SH
MICROSOFT CORP	COM	$2.9M	0.2%Prev: 0.2%	5,972 SH	Decreased
MOBILEYE GLOBAL INC	COMMON CLASS A	$3.6M	0.2%	341,936 SH	New
MODINE MFG CO	COM	$71.6M	3.8%Prev: 4.6%	535,947 SH	Decreased-66,515 SH
NATERA INC	COM	$3.6M	0.2%Prev: 0.1%	15,588 SH	Increased
NEWELL BRANDS INC	COM	$469K	0.0%	126,100 SH	New
NEXTPOWER INC	CLASS A COM	$7.0M	0.4%	79,789 SH	New
NLIGHT INC	COM	$22.1M	1.2%Prev: 1.2%	590,433 SH	Decreased-179,355 SH
NOKIA CORP	SPONSORED ADR	$7.0M	0.4%	1,076,122 SH	New
NOVANTA INC	COM	$12.7M	0.7%	107,095 SH	New
NU SKIN ENTERPRISES INC	CL A	$5.7M	0.3%Prev: 0.4%	596,724 SH	Decreased
OKEANIS ECO TANKERS COR	SHS	$5.5M	0.3%	161,815 SH	New
OLAPLEX HLDGS INC	COM	$4.1M	0.2%Prev: 0.3%	3,082,600 SH	Decreased-552,524 SH
OPEN LENDING CORP	COM	$7.3M	0.4%Prev: 0.4%	4,736,630 SH	Decreased+1,062,740 SH
OPERA LTD	SPONSORED ADS	$8.9M	0.5%Prev: 1.3%	631,177 SH	Decreased-492,908 SH
ORACLE CORP	COM	$1.9M	0.1%Prev: 0.1%	9,560 SH	Decreased
OSHKOSH CORP	COM	$3.3M	0.2%	25,940 SH	New
OUSTER INC	COM NEW	$3.1M	0.2%	145,148 SH	New
OWLET INC	CL A NEW	$5.6M	0.3%	343,543 SH	New
PARK AEROSPACE CORP	COM	$5.2M	0.3%Prev: 0.3%	245,035 SH	Increased
PERSONALIS INC	COM	$3.0M	0.2%	379,197 SH	New
PLANET LABS PBC	COM CL A	$1.4M	0.1%Prev: 0.4%	68,715 SH	Decreased-562,249 SH
PORCH GROUP INC	COM	$19.0M	1.0%Prev: 1.4%	2,083,055 SH	Decreased+548,752 SH
POWELL INDS INC	COM	$25.2M	1.4%Prev: 2.4%	79,116 SH	Decreased-69,129 SH
PRIMORIS SVCS CORP	COM	$13.1M	0.7%Prev: 1.1%	105,716 SH	Decreased-43,525 SH
PROCEPT BIOROBOTICS CORP	COM	$8.0M	0.4%	255,118 SH	New
PULSE BIOSCIENCES INC	COM	$5.4M	0.3%Prev: 0.1%	393,499 SH	Increased+291,302 SH
QIAGEN NV	COM SHS	$4.1M	0.2%	90,182 SH	New
QUALYS INC	COM	$6.9M	0.4%	51,855 SH	New
QUANTERIX CORP	COM	$28.8M	1.5%Prev: 1.3%	4,525,553 SH	Increased+265,702 SH
QUANTUM CORP	COM	$3.1M	0.2%	477,214 SH	New
RADNET INC	COM	$8.4M	0.4%Prev: 0.9%	117,506 SH	Decreased-109,163 SH
RAMACO RES INC	COM CL A	$10.1M	0.5%	561,718 SH	New
RANPAK HOLDINGS CORP	COM CL A	$10.6M	0.6%Prev: 0.1%	1,950,730 SH	Increased+1,635,274 SH
REDDIT INC	CL A	$818K	0.0%Prev: 0.4%	3,558 SH	Decreased-30,992 SH
REGAL REXNORD CORPORATION	COM	$3.2M	0.2%	23,098 SH	New
REMITLY GLOBAL INC	COM	$8.7M	0.5%	628,019 SH	New
REPAY HLDGS CORP	COM CL A	$10.2M	0.5%Prev: 0.6%	2,790,281 SH	Decreased+607,356 SH
SANDRIDGE ENERGY INC	COM NEW	$1.9M	0.1%	134,000 SH	New
SANMINA CORPORATION	COM	$10.0M	0.5%	66,589 SH	New
SEMTECH CORP	COM	$37.5M	2.0%Prev: 2.6%	508,655 SH	Decreased-160,207 SH
SEZZLE INC	COM	$10.7M	0.6%	167,873 SH	New
SHARKNINJA INC	COM SHS	$1.8M	0.1%	15,907 SH	New
SHIFT4 PMTS INC	CL A	$29.5M	1.6%Prev: 0.8%	468,063 SH	Increased+279,302 SH
SHOALS TECHNOLOGIES GROUP IN	CL A	$619K	0.0%Prev: 0.3%	72,781 SH	Decreased-742,424 SH
SIMILARWEB LTD	SHS	$3.7M	0.2%Prev: 0.6%	492,861 SH	Decreased-686,139 SH
SNAP INC	CL A	$12.1M	0.6%	1,496,410 SH	New
SOLARIS ENERGY INFRAS INC	COM CL A	$895K	0.0%Prev: 0.8%	19,474 SH	Decreased-343,966 SH
SPHERE ENTERTAINMENT CO	CL A	$16.7M	0.9%Prev: 0.7%	175,646 SH	Increased-32,772 SH
SPROUT SOCIAL INC	COM CL A	$3.4M	0.2%	301,473 SH	New
STEWART INFORMATION SVCS COR	COM	$8.3M	0.4%Prev: 0.4%	117,708 SH	Increased+15,926 SH
SUPER MICRO COMPUTER INC	COM NEW	$2.8M	0.2%Prev: 0.8%	96,544 SH	Decreased-199,797 SH
SWEETGREEN INC	COM CL A	$5.7M	0.3%Prev: 0.1%	848,085 SH	Increased+529,938 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$9.6M	0.5%Prev: 0.6%	37,687 SH	Decreased-5,924 SH
TALEN ENERGY CORP	COM	$28.1M	1.5%Prev: 2.2%	74,984 SH	Decreased-19,733 SH
TALOS ENERGY INC	COM	$1.3M	0.1%	119,100 SH	New
TAPESTRY INC	COM	$3.3M	0.2%Prev: 0.2%	25,868 SH	Increased
TECNOGLASS INC	ORD SHS	$12.0M	0.6%Prev: 0.4%	238,852 SH	Increased+129,587 SH
TECOGEN INC NEW	COM NEW	$2.2M	0.1%Prev: 0.3%	445,810 SH	Decreased-149,996 SH
THE REAL BROKERAGE INC	COM NEW	$39.3M	2.1%Prev: 1.3%	10,779,843 SH	Increased+5,010,640 SH
TOWER SEMICONDUCTOR LTD	SHS NEW	$17.4M	0.9%Prev: 1.3%	148,525 SH	Decreased-178,780 SH
TRANSMEDICS GROUP INC	COM	$11.8M	0.6%Prev: 0.4%	96,893 SH	Increased+27,983 SH
TTM TECHNOLOGIES INC	COM	$79.1M	4.2%Prev: 3.7%	1,146,682 SH	Increased-42,140 SH
UNITED THERAPEUTICS CORP DEL	COM	$17.9M	1.0%Prev: 0.4%	36,753 SH	Increased+18,677 SH
UPWORK INC	COM	$14.3M	0.8%Prev: 0.4%	719,644 SH	Increased+325,715 SH
VERTIV HOLDINGS CO	COM CL A	$1.5M	0.1%Prev: 0.8%	9,039 SH	Decreased-91,560 SH
VICOR CORP	COM	$5.3M	0.3%	48,721 SH	New
VIRTU FINL INC	CL A	$12.5M	0.7%	376,283 SH	New
VISHAY PRECISION GROUP INC	COM	$33.8M	1.8%Prev: 1.4%	877,669 SH	Increased+54,371 SH
VNET GROUP INC	SPONSORED ADS A	$6.8M	0.4%Prev: 0.3%	806,800 SH	Increased+239,334 SH
WARBY PARKER INC	CL A COM	$26.8M	1.4%Prev: 1.0%	1,232,173 SH	Increased+586,085 SH
WATERS CORP	COM	$8.5M	0.5%	22,379 SH	New
WEAVE COMMUNICATIONS INC	COM	$361K	0.0%	47,600 SH	New
WILLDAN GROUP INC	COM	$6.0M	0.3%Prev: 0.1%	57,613 SH	Increased+40,269 SH
WIX COM LTD	SHS	$8.3M	0.4%Prev: 0.9%	80,298 SH	Decreased-15,511 SH
XPENG INC	ADS	$2.0M	0.1%	96,927 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$26.8M	1.4%Prev: 1.1%	1,318,797 SH	Increased+293,602 SH
ZILLOW GROUP INC	CL A	$10.2M	0.5%	150,068 SH	New

Sold (vs prior filing)

ACUREN CORP — $6.3M
AMERESCO INC — $5.9M
BLACKSKY TECHNOLOGY INC — $7.9M
BLUELINX HLDGS INC — $490K
CELSIUS HLDGS INC — $9.4M
CRANE NXT CO — $8.9M
CUSTOM TRUCK ONE SOURCE INC — $4.2M
GENERAC HLDGS INC — $7.5M
LEVI STRAUSS &CO NEW — $5.0M
LOCKHEED MARTIN CORP — $6.2M
ONTO INNOVATION INC — $5.8M
POWER SOLUTIONS INTL INC — $19.2M
PROG HOLDINGS INC — $4.9M
ROCKY BRANDS INC — $3.8M
SITIME CORP — $4.7M
SPORTRADAR GROUP AG — $3.5M
SPORTSMANS WHSE HLDGS INC — $842K
VELO3D INC — $184K
WHITEFIBER INC — $4.4M
WISDOMTREE INC — $984K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001104659-26-016304	$1.87B	View
Nov 13, 2025	Q3 2025	13F-HR	0001104659-25-111284	$1.85B	View
Aug 14, 2026	Q2 2026