13F HOLDINGS REPORT
Portolan Capital Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001104659-25-077571
Total Value
$1.59B
Positions
118
Other Managers
0
Confidential Omitted
No
Holdings (118)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELESTICA INC | CLS | 549,593 | $85.8M | 5.38% |
| 2 | KRATOS DEFENSE &SEC SOLUTIO | 50077B207 | 1,328,423 | $61.7M | 3.87% |
| 3 | E L F BEAUTY INC | ELF | 466,838 | $58.1M | 3.64% |
| 4 | AEROVIRONMENT INC | AVAV | 178,816 | $51.0M | 3.19% |
| 5 | MODINE MFG CO | 607828100 | 492,316 | $48.5M | 3.04% |
| 6 | TTM TECHNOLOGIES INC | TTMI | 1,124,157 | $45.9M | 2.88% |
| 7 | SHIFT4 PMTS INC | 82452J109 | 435,175 | $43.1M | 2.70% |
| 8 | GENIUS SPORTS LIMITED | GENI | 4,086,364 | $42.5M | 2.66% |
| 9 | POWELL INDS INC | 739128106 | 170,558 | $35.9M | 2.25% |
| 10 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 3,082,160 | $31.9M | 2.00% |
| 11 | HONEST CO INC | HNST | 6,217,353 | $31.6M | 1.98% |
| 12 | CASTLE BIOSCIENCES INC | CSTL | 1,489,572 | $30.4M | 1.91% |
| 13 | PORCH GROUP INC | PRCH | 2,442,843 | $28.8M | 1.81% |
| 14 | VISHAY PRECISION GROUP INC | VPG | 990,439 | $27.8M | 1.74% |
| 15 | I3 VERTICALS INC | IIIV | 961,615 | $26.4M | 1.66% |
| 16 | LUXEXPERIENCE BV | 55406W103 | 3,060,537 | $24.3M | 1.52% |
| 17 | QUANTERIX CORP | QTRX | 3,633,622 | $24.2M | 1.52% |
| 18 | FLEX LTD | FLEX | 480,604 | $24.0M | 1.50% |
| 19 | SLM CORP | SLMBP | 710,291 | $23.3M | 1.46% |
| 20 | DRAFTKINGS INC NEW | DKNG | 490,547 | $21.0M | 1.32% |
| 21 | LANTHEUS HLDGS INC | LNTH | 254,477 | $20.8M | 1.31% |
| 22 | WARBY PARKER INC | WRBY | 949,277 | $20.8M | 1.31% |
| 23 | POTBELLY CORP | 73754Y100 | 1,667,702 | $20.4M | 1.28% |
| 24 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,315,690 | $20.4M | 1.28% |
| 25 | RADNET INC | RDNT | 341,355 | $19.4M | 1.22% |
| 26 | TALEN ENERGY CORP | TLN | 65,591 | $19.1M | 1.20% |
| 27 | TAPESTRY INC | TPR | 216,711 | $19.0M | 1.19% |
| 28 | RAMACO RES INC | METCZ | 1,419,285 | $18.6M | 1.17% |
| 29 | MAMAS CREATIONS INC | 56146T103 | 2,165,550 | $18.0M | 1.13% |
| 30 | SEMTECH CORP | SMTC | 379,018 | $17.1M | 1.07% |
| 31 | CANADA GOOSE HLDGS INC | GOOS | 1,487,497 | $16.6M | 1.04% |
| 32 | OPERA LTD | OPRA | 876,440 | $16.6M | 1.04% |
| 33 | CELLEBRITE DI LTD | CLBT | 1,011,844 | $16.2M | 1.02% |
| 34 | DOMO INC | DOMO | 1,107,869 | $15.5M | 0.97% |
| 35 | GATES INDL CORP PLC | G39108108 | 658,829 | $15.2M | 0.95% |
| 36 | BIO RAD LABS INC | 090572207 | 62,784 | $15.2M | 0.95% |
| 37 | GREEN DOT CORP | GDOT | 1,401,128 | $15.1M | 0.95% |
| 38 | GENEDX HOLDINGS CORP | WGSWW | 162,228 | $15.0M | 0.94% |
| 39 | KURA SUSHI USA INC | KRUS | 172,081 | $14.8M | 0.93% |
| 40 | ALIGN TECHNOLOGY INC | ALGN | 67,739 | $12.8M | 0.80% |
| 41 | L3HARRIS TECHNOLOGIES INC | LHX | 49,516 | $12.4M | 0.78% |
| 42 | CAREDX INC | CDNA | 629,977 | $12.3M | 0.77% |
| 43 | VIRTU FINL INC | 928254101 | 273,367 | $12.2M | 0.77% |
| 44 | PAYONEER GLOBAL INC | PAYO | 1,757,334 | $12.0M | 0.75% |
| 45 | APPLIED OPTOELECTRONICS INC | AAOI | 455,322 | $11.7M | 0.73% |
| 46 | OPORTUN FINL CORP | 68376D104 | 1,619,470 | $11.6M | 0.73% |
| 47 | TECNOGLASS INC | TGLS | 149,816 | $11.6M | 0.73% |
| 48 | BOOT BARN HLDGS INC | BOOT | 74,942 | $11.4M | 0.71% |
| 49 | ENOVA INTL INC | 29357K103 | 97,931 | $10.9M | 0.68% |
| 50 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 43,660 | $10.6M | 0.66% |
| 51 | WILLDAN GROUP INC | WLDN | 168,546 | $10.5M | 0.66% |
| 52 | ERMENEGILDO ZEGNA N V | ZGN | 1,183,986 | $10.1M | 0.63% |
| 53 | HUNTINGTON INGALLS INDS INC | 446413106 | 41,501 | $10.0M | 0.63% |
| 54 | VERTIV HOLDINGS CO | VRT | 76,715 | $9.9M | 0.62% |
| 55 | SPORTRADAR GROUP AG | SRAD | 341,799 | $9.6M | 0.60% |
| 56 | LINCOLN EDL SVCS CORP | 533535100 | 394,553 | $9.1M | 0.57% |
| 57 | THE REAL BROKERAGE INC | 75585H206 | 1,985,922 | $9.0M | 0.56% |
| 58 | UNITED THERAPEUTICS CORP DEL | UTHR | 30,763 | $8.8M | 0.55% |
| 59 | GULFPORT ENERGY CORP | GPOR | 43,376 | $8.7M | 0.55% |
| 60 | META PLATFORMS INC | META | 11,715 | $8.6M | 0.54% |
| 61 | EL POLLO LOCO HLDGS INC | LOCO | 751,012 | $8.3M | 0.52% |
| 62 | REDDIT INC | RDDT | 54,517 | $8.2M | 0.51% |
| 63 | CANDEL THERAPEUTICS INC | CADL | 1,621,728 | $8.2M | 0.51% |
| 64 | WISDOMTREE INC | WT | 682,368 | $7.9M | 0.49% |
| 65 | PRIMORIS SVCS CORP | 74164F103 | 99,449 | $7.8M | 0.49% |
| 66 | MARINEMAX INC | HZO | 307,988 | $7.7M | 0.49% |
| 67 | SWEETGREEN INC | SG | 516,409 | $7.7M | 0.48% |
| 68 | ALBERTSONS COS INC | 013091103 | 351,629 | $7.6M | 0.47% |
| 69 | HEALTH CATALYST INC | HCAT | 1,980,409 | $7.5M | 0.47% |
| 70 | LOCKHEED MARTIN CORP | LMT | 15,981 | $7.4M | 0.46% |
| 71 | KEMPER CORP | KMPB | 109,417 | $7.1M | 0.44% |
| 72 | PERELLA WEINBERG PARTNERS | PWP | 352,886 | $6.9M | 0.43% |
| 73 | GRAB HOLDINGS LIMITED | GRABW | 1,354,131 | $6.8M | 0.43% |
| 74 | AVEPOINT INC | AVPT | 322,743 | $6.2M | 0.39% |
| 75 | MYRIAD GENETICS INC | MYGN | 1,163,400 | $6.2M | 0.39% |
| 76 | BEL FUSE INC | BELFB | 62,526 | $6.1M | 0.38% |
| 77 | FABRINET | FN | 19,416 | $5.7M | 0.36% |
| 78 | SIMILARWEB LTD | SMWB | 727,592 | $5.7M | 0.36% |
| 79 | BANDWIDTH INC | BAND | 345,571 | $5.5M | 0.34% |
| 80 | WEAVE COMMUNICATIONS INC | WEAV | 648,765 | $5.4M | 0.34% |
| 81 | FLUOR CORP NEW | FLR | 104,810 | $5.4M | 0.34% |
| 82 | ESTABLISHMENT LABS HLDGS INC | ESTA | 124,392 | $5.3M | 0.33% |
| 83 | BRIGHTVIEW HLDGS INC | BV | 306,576 | $5.1M | 0.32% |
| 84 | FIVE9 INC | FIVN | 187,711 | $5.0M | 0.31% |
| 85 | NETGEAR INC | NTGR | 169,294 | $4.9M | 0.31% |
| 86 | SUPER MICRO COMPUTER INC | SMCI | 98,548 | $4.8M | 0.30% |
| 87 | TOWER SEMICONDUCTOR LTD | TSEM | 109,632 | $4.8M | 0.30% |
| 88 | RALPH LAUREN CORP | RL | 17,029 | $4.7M | 0.29% |
| 89 | ROCKY BRANDS INC | RCKY | 209,186 | $4.6M | 0.29% |
| 90 | SPORTSMANS WHSE HLDGS INC | 84920Y106 | 1,325,668 | $4.6M | 0.29% |
| 91 | GIGACLOUD TECHNOLOGY INC | GCT | 230,903 | $4.6M | 0.29% |
| 92 | TITAN AMER SA | B9151N105 | 359,435 | $4.5M | 0.28% |
| 93 | BLUELINX HLDGS INC | BXC | 59,102 | $4.4M | 0.28% |
| 94 | CROCS INC | CROX | 42,750 | $4.3M | 0.27% |
| 95 | DOUGLAS ELLIMAN INC | DOUG | 1,831,991 | $4.3M | 0.27% |
| 96 | SM ENERGY CO | SM | 170,194 | $4.2M | 0.26% |
| 97 | DECKERS OUTDOOR CORP | DECK | 39,681 | $4.1M | 0.26% |
| 98 | FRESHPET INC | FRPT | 56,299 | $3.8M | 0.24% |
| 99 | PARSONS CORP DEL | PSN | 51,707 | $3.7M | 0.23% |
| 100 | REGAL REXNORD CORPORATION | RRX | 24,943 | $3.6M | 0.23% |
| 101 | CORMEDIX INC | CRMD | 283,663 | $3.5M | 0.22% |
| 102 | FORRESTER RESH INC | 346563109 | 351,726 | $3.5M | 0.22% |
| 103 | NATERA INC | NTRA | 20,559 | $3.5M | 0.22% |
| 104 | CELSIUS HLDGS INC | CELH | 72,858 | $3.4M | 0.21% |
| 105 | MAREX GROUP PLC | MRX | 83,759 | $3.3M | 0.21% |
| 106 | TECOGEN INC NEW | TGEN | 465,571 | $3.2M | 0.20% |
| 107 | MICROSOFT CORP | MSFT | 6,297 | $3.1M | 0.20% |
| 108 | ORACLE CORP | ORCL-PD | 13,683 | $3.0M | 0.19% |
| 109 | DEXCOM INC | DXCM | 31,169 | $2.7M | 0.17% |
| 110 | DOUBLEDOWN INTERACTIVE CO LT | DDI | 275,903 | $2.6M | 0.17% |
| 111 | OLAPLEX HLDGS INC | OLPX | 1,562,741 | $2.2M | 0.14% |
| 112 | IDENTIV INC | INVE | 594,006 | $1.9M | 0.12% |
| 113 | CASELLA WASTE SYS INC | CWST | 15,303 | $1.8M | 0.11% |
| 114 | ALPHABET INC | GOOG | 6,992 | $1.2M | 0.08% |
| 115 | PURETECH HEALTH PLC | PTCHF | 27,795 | $479,464 | 0.03% |
| 116 | THE ONCOLOGY INSTITUTE INC | 68236X100 | 221,512 | $454,100 | 0.03% |
| 117 | CAMPING WORLD HLDGS INC | CWH | 21,050 | $361,850 | 0.02% |
| 118 | NORTHERN OIL & GAS INC | NOG | 10,777 | $305,528 | 0.02% |