13F HOLDINGS REPORT
Portolan Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049320
Total Value
$1.32B
Positions
109
Other Managers
0
Confidential Omitted
No
Holdings (109)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LANTHEUS HLDGS INC | LNTH | 867,309 | $84.6M | 6.43% |
| 2 | SLM CORP | SLMBP | 1,512,274 | $44.4M | 3.38% |
| 3 | KRATOS DEFENSE &SEC SOLUTIO | 50077B207 | 1,460,730 | $43.4M | 3.30% |
| 4 | GENIUS SPORTS LIMITED | GENI | 4,281,255 | $42.9M | 3.26% |
| 5 | MODINE MFG CO | 607828100 | 493,575 | $37.9M | 2.88% |
| 6 | SHIFT4 PMTS INC | 82452J109 | 406,499 | $33.2M | 2.52% |
| 7 | EBAY INC. | EBAY | 474,658 | $32.1M | 2.44% |
| 8 | GATES INDL CORP PLC | G39108108 | 1,731,408 | $31.9M | 2.42% |
| 9 | CELESTICA INC | CLS | 392,920 | $31.0M | 2.35% |
| 10 | HONEST CO INC | HNST | 5,519,206 | $25.9M | 1.97% |
| 11 | CASTLE BIOSCIENCES INC | CSTL | 1,265,223 | $25.3M | 1.93% |
| 12 | E L F BEAUTY INC | ELF | 395,252 | $24.8M | 1.89% |
| 13 | OPERA LTD | OPRA | 1,529,691 | $24.4M | 1.85% |
| 14 | PORCH GROUP INC | PRCH | 3,292,276 | $24.0M | 1.82% |
| 15 | RADNET INC | RDNT | 478,406 | $23.8M | 1.81% |
| 16 | LENDINGTREE INC NEW | TREE | 438,795 | $22.1M | 1.68% |
| 17 | TTM TECHNOLOGIES INC | TTMI | 1,021,297 | $20.9M | 1.59% |
| 18 | CROCS INC | CROX | 194,210 | $20.6M | 1.57% |
| 19 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 2,266,652 | $20.0M | 1.52% |
| 20 | MYT NETHERLANDS PARENT B V | 55406W103 | 2,628,728 | $19.9M | 1.51% |
| 21 | VISHAY PRECISION GROUP INC | VPG | 820,973 | $19.8M | 1.50% |
| 22 | I3 VERTICALS INC | IIIV | 789,156 | $19.5M | 1.48% |
| 23 | LIQUIDITY SVCS INC | 53635B107 | 626,358 | $19.4M | 1.48% |
| 24 | QUANTERIX CORP | QTRX | 2,963,397 | $19.3M | 1.47% |
| 25 | CELLEBRITE DI LTD | CLBT | 988,992 | $19.2M | 1.46% |
| 26 | KEMPER CORP | KMPB | 286,557 | $19.2M | 1.46% |
| 27 | KURA SUSHI USA INC | KRUS | 372,999 | $19.1M | 1.45% |
| 28 | TAPESTRY INC | TPR | 247,107 | $17.4M | 1.32% |
| 29 | PAYONEER GLOBAL INC | PAYO | 2,243,548 | $16.4M | 1.25% |
| 30 | DRAFTKINGS INC NEW | DKNG | 492,422 | $16.4M | 1.24% |
| 31 | ALBERTSONS COS INC | 013091103 | 709,576 | $15.6M | 1.19% |
| 32 | SUPER MICRO COMPUTER INC | SMCI | 433,863 | $14.9M | 1.13% |
| 33 | VIRTU FINL INC | 928254101 | 388,844 | $14.8M | 1.13% |
| 34 | UNITED THERAPEUTICS CORP DEL | UTHR | 45,068 | $13.9M | 1.06% |
| 35 | QUINSTREET INC | QNST | 778,296 | $13.9M | 1.06% |
| 36 | BEL FUSE INC | BELFB | 184,224 | $13.8M | 1.05% |
| 37 | BAIDU INC | BAIDF | 134,546 | $12.4M | 0.94% |
| 38 | DYCOM INDS INC | 267475101 | 81,002 | $12.3M | 0.94% |
| 39 | POTBELLY CORP | 73754Y100 | 1,276,612 | $12.1M | 0.92% |
| 40 | MAMAS CREATIONS INC | 56146T103 | 1,817,293 | $11.8M | 0.90% |
| 41 | SKECHERS U S A INC | 830566105 | 199,867 | $11.3M | 0.86% |
| 42 | SWEETGREEN INC | SG | 439,850 | $11.0M | 0.84% |
| 43 | ROYALTY PHARMA PLC | RPRX | 352,257 | $11.0M | 0.83% |
| 44 | ENOVA INTL INC | 29357K103 | 112,513 | $10.9M | 0.83% |
| 45 | WEAVE COMMUNICATIONS INC | WEAV | 952,162 | $10.6M | 0.80% |
| 46 | ZETA GLOBAL HOLDINGS CORP | ZETA | 741,852 | $10.1M | 0.76% |
| 47 | NORTHERN OIL &GAS INC | NOG | 331,955 | $10.0M | 0.76% |
| 48 | SPORTRADAR GROUP AG | SRAD | 438,020 | $9.5M | 0.72% |
| 49 | FLEX LTD | FLEX | 280,908 | $9.3M | 0.71% |
| 50 | SUNOPTA INC | STKL | 1,894,080 | $9.2M | 0.70% |
| 51 | POWELL INDS INC | 739128106 | 53,224 | $9.1M | 0.69% |
| 52 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 42,729 | $8.9M | 0.67% |
| 53 | LUCKY STRIKE ENTERTAINMENT C | LUCK | 880,427 | $8.6M | 0.65% |
| 54 | GUESS INC | 401617105 | 776,182 | $8.6M | 0.65% |
| 55 | TALEN ENERGY CORP | TLN | 42,670 | $8.5M | 0.65% |
| 56 | UPWORK INC | UPWK | 644,548 | $8.4M | 0.64% |
| 57 | POWER SOLUTIONS INTL INC | 73933G202 | 296,442 | $7.5M | 0.57% |
| 58 | GULFPORT ENERGY CORP | GPOR | 40,488 | $7.5M | 0.57% |
| 59 | CAREDX INC | CDNA | 411,683 | $7.3M | 0.56% |
| 60 | META PLATFORMS INC | META | 12,443 | $7.2M | 0.55% |
| 61 | ERMENEGILDO ZEGNA N V | ZGN | 957,202 | $7.1M | 0.54% |
| 62 | MARINEMAX INC | HZO | 322,105 | $6.9M | 0.53% |
| 63 | NETGEAR INC | NTGR | 283,092 | $6.9M | 0.53% |
| 64 | LINDBLAD EXPEDITIONS HLDGS I | LIND | 689,246 | $6.4M | 0.49% |
| 65 | MAREX GROUP PLC | MRX | 174,196 | $6.2M | 0.47% |
| 66 | HEALTH CATALYST INC | HCAT | 1,317,079 | $6.0M | 0.45% |
| 67 | CUSTOM TRUCK ONE SOURCE INC | CTOS | 1,397,327 | $5.9M | 0.45% |
| 68 | BRIGHTVIEW HLDGS INC | BV | 421,336 | $5.4M | 0.41% |
| 69 | GREEN DOT CORP | GDOT | 636,067 | $5.4M | 0.41% |
| 70 | BIO RAD LABS INC | 090572207 | 21,740 | $5.3M | 0.40% |
| 71 | TECNOGLASS INC | TGLS | 73,148 | $5.2M | 0.40% |
| 72 | CELSIUS HLDGS INC | CELH | 142,549 | $5.1M | 0.39% |
| 73 | CANDEL THERAPEUTICS INC | CADL | 881,184 | $5.0M | 0.38% |
| 74 | GEN DIGITAL INC | GENVR | 187,169 | $5.0M | 0.38% |
| 75 | WARBY PARKER INC | WRBY | 267,675 | $4.9M | 0.37% |
| 76 | MYRIAD GENETICS INC | MYGN | 549,922 | $4.9M | 0.37% |
| 77 | ENCORE CAP GROUP INC | ECR | 140,726 | $4.8M | 0.37% |
| 78 | KOSMOS ENERGY LTD | KOS | 2,011,814 | $4.6M | 0.35% |
| 79 | DOMO INC | DOMO | 584,277 | $4.5M | 0.34% |
| 80 | OPORTUN FINL CORP | 68376D104 | 818,354 | $4.5M | 0.34% |
| 81 | RIMINI STR INC DEL | 76674Q107 | 1,235,224 | $4.3M | 0.33% |
| 82 | TURNING PT BRANDS INC | 90041L105 | 70,451 | $4.2M | 0.32% |
| 83 | THE REAL BROKERAGE INC | 75585H206 | 1,023,099 | $4.2M | 0.32% |
| 84 | ESTABLISHMENT LABS HLDGS INC | ESTA | 100,829 | $4.1M | 0.31% |
| 85 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 47,443 | $3.8M | 0.29% |
| 86 | FIVE9 INC | FIVN | 138,255 | $3.8M | 0.29% |
| 87 | VIKING THERAPEUTICS INC | VKTX | 138,748 | $3.4M | 0.25% |
| 88 | IDENTIV INC | INVE | 1,044,652 | $3.3M | 0.25% |
| 89 | TRANSMEDICS GROUP INC | TMDX | 47,536 | $3.2M | 0.24% |
| 90 | RANPAK HOLDINGS CORP | PACK | 573,622 | $3.1M | 0.24% |
| 91 | SIMILARWEB LTD | SMWB | 370,191 | $3.1M | 0.23% |
| 92 | NATERA INC | NTRA | 20,559 | $2.9M | 0.22% |
| 93 | REMITLY GLOBAL INC | RELY | 127,227 | $2.6M | 0.20% |
| 94 | EVERQUOTE INC | EVER | 100,552 | $2.6M | 0.20% |
| 95 | FORRESTER RESH INC | 346563109 | 280,114 | $2.6M | 0.20% |
| 96 | SEMTECH CORP | SMTC | 69,307 | $2.4M | 0.18% |
| 97 | MICROSOFT CORP | MSFT | 5,797 | $2.2M | 0.17% |
| 98 | GENESCO INC | GCO | 88,732 | $1.9M | 0.14% |
| 99 | BLUELINX HLDGS INC | BXC | 24,393 | $1.8M | 0.14% |
| 100 | CASELLA WASTE SYS INC | CWST | 15,303 | $1.7M | 0.13% |
| 101 | ORACLE CORP | ORCL-PD | 9,844 | $1.4M | 0.10% |
| 102 | ALPHABET INC | GOOG | 6,367 | $994,716 | 0.08% |
| 103 | ORTHOPEDIATRICS CORP | KIDS | 34,553 | $851,040 | 0.06% |
| 104 | CHAMPION HOMES INC | SKY | 8,971 | $850,092 | 0.06% |
| 105 | VERTIV HOLDINGS CO | VRT | 8,234 | $594,495 | 0.05% |
| 106 | PRIMORIS SVCS CORP | 74164F103 | 10,240 | $587,878 | 0.04% |
| 107 | REDDIT INC | RDDT | 4,885 | $512,437 | 0.04% |
| 108 | SPORTSMANS WHSE HLDGS INC | 84920Y106 | 237,334 | $235,934 | 0.02% |
| 109 | PURETECH HEALTH PLC | PTCHF | 11,885 | $235,085 | 0.02% |