13F HOLDINGS REPORT
Portolan Capital Management, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001104659-25-111284
Total Value
$1.85B
Positions
119
Other Managers
0
Confidential Omitted
No
Holdings (119)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MODINE MFG CO | 607828100 | 602,462 | $85.6M | 4.63% |
| 2 | TTM TECHNOLOGIES INC | TTMI | 1,188,822 | $68.5M | 3.71% |
| 3 | E L F BEAUTY INC | ELF | 487,525 | $64.6M | 3.49% |
| 4 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 5,468,226 | $64.0M | 3.46% |
| 5 | CELESTICA INC | CLS | 251,556 | $62.0M | 3.35% |
| 6 | KRATOS DEFENSE &SEC SOLUTIO | 50077B207 | 596,106 | $54.5M | 2.95% |
| 7 | SEMTECH CORP | SMTC | 668,862 | $47.8M | 2.59% |
| 8 | AEROVIRONMENT INC | AVAV | 147,929 | $46.6M | 2.52% |
| 9 | POWELL INDS INC | 739128106 | 148,245 | $45.2M | 2.45% |
| 10 | CELLEBRITE DI LTD | CLBT | 2,419,662 | $44.8M | 2.43% |
| 11 | GENIUS SPORTS LIMITED | GENI | 3,612,811 | $44.7M | 2.42% |
| 12 | DOMO INC | DOMO | 2,684,753 | $42.5M | 2.30% |
| 13 | TALEN ENERGY CORP | TLN | 94,717 | $40.3M | 2.18% |
| 14 | FLEX LTD | FLEX | 595,786 | $34.5M | 1.87% |
| 15 | CASTLE BIOSCIENCES INC | CSTL | 1,515,111 | $34.5M | 1.87% |
| 16 | CANADA GOOSE HLDGS INC | GOOS | 2,174,001 | $30.0M | 1.62% |
| 17 | VISHAY PRECISION GROUP INC | VPG | 823,298 | $26.4M | 1.43% |
| 18 | PORCH GROUP INC | PRCH | 1,534,303 | $25.7M | 1.39% |
| 19 | HONEST CO INC | HNST | 6,928,004 | $25.5M | 1.38% |
| 20 | I3 VERTICALS INC | IIIV | 747,656 | $24.3M | 1.31% |
| 21 | THE REAL BROKERAGE INC | 75585H206 | 5,769,203 | $24.1M | 1.30% |
| 22 | TOWER SEMICONDUCTOR LTD | TSEM | 327,305 | $23.7M | 1.28% |
| 23 | OPERA LTD | OPRA | 1,124,085 | $23.2M | 1.26% |
| 24 | QUANTERIX CORP | QTRX | 4,259,851 | $23.1M | 1.25% |
| 25 | NLIGHT INC | LASR | 769,788 | $22.8M | 1.23% |
| 26 | WOLVERINE WORLD WIDE INC | WWW | 796,627 | $21.9M | 1.18% |
| 27 | GREEN DOT CORP | GDOT | 1,615,280 | $21.7M | 1.17% |
| 28 | MAMAS CREATIONS INC | 56146T103 | 2,034,928 | $21.4M | 1.16% |
| 29 | PRIMORIS SVCS CORP | 74164F103 | 149,241 | $20.5M | 1.11% |
| 30 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,025,195 | $20.4M | 1.10% |
| 31 | POWER SOLUTIONS INTL INC | 73933G202 | 195,804 | $19.2M | 1.04% |
| 32 | FIRST SOLAR INC | FSLR | 83,198 | $18.3M | 0.99% |
| 33 | WARBY PARKER INC | WRBY | 646,088 | $17.8M | 0.96% |
| 34 | BEL FUSE INC | BELFB | 123,766 | $17.5M | 0.94% |
| 35 | RADNET INC | RDNT | 226,669 | $17.3M | 0.93% |
| 36 | WIX COM LTD | WIX | 95,809 | $17.0M | 0.92% |
| 37 | ACM RESH INC | 00108J109 | 405,860 | $15.9M | 0.86% |
| 38 | LANTHEUS HLDGS INC | LNTH | 297,208 | $15.2M | 0.82% |
| 39 | VERTIV HOLDINGS CO | VRT | 100,599 | $15.2M | 0.82% |
| 40 | SHIFT4 PMTS INC | 82452J109 | 188,761 | $14.6M | 0.79% |
| 41 | SOLARIS ENERGY INFRAS INC | SEI | 363,440 | $14.5M | 0.79% |
| 42 | SUPER MICRO COMPUTER INC | SMCI | 296,341 | $14.2M | 0.77% |
| 43 | APPLIED OPTOELECTRONICS INC | AAOI | 546,219 | $14.2M | 0.77% |
| 44 | DRAFTKINGS INC NEW | DKNG | 372,002 | $13.9M | 0.75% |
| 45 | CAREDX INC | CDNA | 933,532 | $13.6M | 0.73% |
| 46 | LUXEXPERIENCE BV | 55406W103 | 1,561,266 | $13.3M | 0.72% |
| 47 | BIO RAD LABS INC | 090572207 | 46,440 | $13.0M | 0.70% |
| 48 | SPHERE ENTERTAINMENT CO | SPHR | 208,418 | $12.9M | 0.70% |
| 49 | LIGHTPATH TECHNOLOGIES INC | LPTH | 1,631,622 | $12.9M | 0.70% |
| 50 | ERMENEGILDO ZEGNA N V | ZGN | 1,369,176 | $12.9M | 0.70% |
| 51 | CIENA CORP | CIEN | 88,786 | $12.9M | 0.70% |
| 52 | BANDWIDTH INC | BAND | 745,802 | $12.4M | 0.67% |
| 53 | ALLIENT INC | ALNT | 257,653 | $11.5M | 0.62% |
| 54 | REPAY HLDGS CORP | RPAY | 2,182,925 | $11.4M | 0.62% |
| 55 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 43,611 | $11.3M | 0.61% |
| 56 | ENOVA INTL INC | 29357K103 | 97,817 | $11.3M | 0.61% |
| 57 | SIMILARWEB LTD | SMWB | 1,179,000 | $11.0M | 0.59% |
| 58 | FABRINET | FN | 28,770 | $10.5M | 0.57% |
| 59 | MARINEMAX INC | HZO | 392,713 | $9.9M | 0.54% |
| 60 | KURA SUSHI USA INC | KRUS | 167,408 | $9.9M | 0.54% |
| 61 | CELSIUS HLDGS INC | CELH | 164,031 | $9.4M | 0.51% |
| 62 | GATES INDL CORP PLC | G39108108 | 366,945 | $9.1M | 0.49% |
| 63 | CRANE NXT CO | CXT | 131,989 | $8.9M | 0.48% |
| 64 | META PLATFORMS INC | META | 11,688 | $8.6M | 0.46% |
| 65 | PLANET LABS PBC | PL-WT | 630,964 | $8.2M | 0.44% |
| 66 | LUMENTUM HLDGS INC | LITE | 49,457 | $8.0M | 0.44% |
| 67 | REDDIT INC | RDDT | 34,550 | $7.9M | 0.43% |
| 68 | BLACKSKY TECHNOLOGY INC | BKSY-WT | 389,802 | $7.9M | 0.43% |
| 69 | OPEN LENDING CORP | LPRO | 3,673,890 | $7.8M | 0.42% |
| 70 | TRANSMEDICS GROUP INC | TMDX | 68,910 | $7.7M | 0.42% |
| 71 | UNITED THERAPEUTICS CORP DEL | UTHR | 18,076 | $7.6M | 0.41% |
| 72 | GENERAC HLDGS INC | GNRC | 45,031 | $7.5M | 0.41% |
| 73 | LINCOLN EDL SVCS CORP | 533535100 | 319,878 | $7.5M | 0.41% |
| 74 | STEWART INFORMATION SVCS COR | 860372101 | 101,782 | $7.5M | 0.40% |
| 75 | UPWORK INC | UPWK | 393,929 | $7.3M | 0.40% |
| 76 | TECNOGLASS INC | TGLS | 109,265 | $7.3M | 0.40% |
| 77 | NU SKIN ENTERPRISES INC | NUS | 596,724 | $7.3M | 0.39% |
| 78 | CANDEL THERAPEUTICS INC | CADL | 1,384,142 | $7.1M | 0.38% |
| 79 | FREQUENCY ELECTRS INC | FRQN | 203,827 | $6.9M | 0.37% |
| 80 | DOUGLAS ELLIMAN INC | DOUG | 2,353,950 | $6.7M | 0.36% |
| 81 | ESTABLISHMENT LABS HLDGS INC | ESTA | 155,096 | $6.4M | 0.34% |
| 82 | ACUREN CORP | TICAW | 472,954 | $6.3M | 0.34% |
| 83 | GIGACLOUD TECHNOLOGY INC | GCT | 220,387 | $6.3M | 0.34% |
| 84 | EVERUS CONSTR GROUP | EVEX-WT | 72,930 | $6.3M | 0.34% |
| 85 | LOCKHEED MARTIN CORP | LMT | 12,506 | $6.2M | 0.34% |
| 86 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 815,205 | $6.0M | 0.33% |
| 87 | AMERESCO INC | AMRC | 174,903 | $5.9M | 0.32% |
| 88 | VNET GROUP INC | VNET | 567,466 | $5.9M | 0.32% |
| 89 | ONTO INNOVATION INC | ONTO | 44,564 | $5.8M | 0.31% |
| 90 | FORRESTER RESH INC | 346563109 | 513,872 | $5.4M | 0.29% |
| 91 | TECOGEN INC NEW | TGEN | 595,806 | $5.2M | 0.28% |
| 92 | LEVI STRAUSS &CO NEW | LEVI | 214,221 | $5.0M | 0.27% |
| 93 | PARK AEROSPACE CORP | PKE | 245,035 | $5.0M | 0.27% |
| 94 | PROG HOLDINGS INC | PRG | 150,161 | $4.9M | 0.26% |
| 95 | OLAPLEX HLDGS INC | OLPX | 3,635,124 | $4.8M | 0.26% |
| 96 | GENEDX HOLDINGS CORP | WGSWW | 44,048 | $4.7M | 0.26% |
| 97 | SITIME CORP | SITM | 15,503 | $4.7M | 0.25% |
| 98 | WHITEFIBER INC | WYFI | 160,669 | $4.4M | 0.24% |
| 99 | CUSTOM TRUCK ONE SOURCE INC | CTOS | 649,076 | $4.2M | 0.23% |
| 100 | ROCKY BRANDS INC | RCKY | 128,307 | $3.8M | 0.21% |
| 101 | SPORTRADAR GROUP AG | SRAD | 131,810 | $3.5M | 0.19% |
| 102 | MERCURY SYS INC | MRCY | 44,864 | $3.5M | 0.19% |
| 103 | MICROSOFT CORP | MSFT | 5,972 | $3.1M | 0.17% |
| 104 | TAPESTRY INC | TPR | 25,868 | $2.9M | 0.16% |
| 105 | ORACLE CORP | ORCL-PD | 9,560 | $2.7M | 0.15% |
| 106 | SWEETGREEN INC | SG | 318,147 | $2.5M | 0.14% |
| 107 | NATERA INC | NTRA | 15,588 | $2.5M | 0.14% |
| 108 | PULSE BIOSCIENCES INC | PLSE | 102,197 | $1.8M | 0.10% |
| 109 | RANPAK HOLDINGS CORP | PACK | 315,456 | $1.8M | 0.10% |
| 110 | ALPHABET INC | GOOG | 6,992 | $1.7M | 0.09% |
| 111 | WILLDAN GROUP INC | WLDN | 17,344 | $1.7M | 0.09% |
| 112 | L3HARRIS TECHNOLOGIES INC | LHX | 5,051 | $1.5M | 0.08% |
| 113 | CASELLA WASTE SYS INC | CWST | 15,225 | $1.4M | 0.08% |
| 114 | WISDOMTREE INC | WT | 70,782 | $983,870 | 0.05% |
| 115 | SPORTSMANS WHSE HLDGS INC | 84920Y106 | 303,800 | $841,526 | 0.05% |
| 116 | BAIDU INC | BAIDF | 4,580 | $603,507 | 0.03% |
| 117 | GDS HLDGS LTD | GDHLF | 14,064 | $544,277 | 0.03% |
| 118 | BLUELINX HLDGS INC | BXC | 6,700 | $489,636 | 0.03% |
| 119 | VELO3D INC | VLDXW | 59,921 | $183,957 | 0.01% |