13F HOLDINGS REPORT
Portolan Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-016304
Total Value
$1.87B
Positions
155
Other Managers
0
Confidential Omitted
No
Holdings (155)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TTM TECHNOLOGIES INC | TTMI | 1,146,682 | $79.1M | 4.24% |
| 2 | MODINE MFG CO | 607828100 | 535,947 | $71.6M | 3.83% |
| 3 | CASTLE BIOSCIENCES INC | CSTL | 1,729,463 | $67.3M | 3.60% |
| 4 | CELESTICA INC | CLS | 172,275 | $50.9M | 2.73% |
| 5 | AKAMAI TECHNOLOGIES INC | AKAM | 524,321 | $45.7M | 2.45% |
| 6 | THE REAL BROKERAGE INC | 75585H206 | 10,779,843 | $39.3M | 2.11% |
| 7 | SEMTECH CORP | SMTC | 508,655 | $37.5M | 2.01% |
| 8 | BAIDU INC | BAIDF | 263,681 | $34.5M | 1.85% |
| 9 | VISHAY PRECISION GROUP INC | VPG | 877,669 | $33.8M | 1.81% |
| 10 | GENIUS SPORTS LIMITED | GENI | 2,938,119 | $32.4M | 1.73% |
| 11 | LANTHEUS HLDGS INC | LNTH | 475,789 | $31.7M | 1.70% |
| 12 | SHIFT4 PMTS INC | 82452J109 | 468,063 | $29.5M | 1.58% |
| 13 | QUANTERIX CORP | QTRX | 4,525,553 | $28.8M | 1.54% |
| 14 | FLEX LTD | FLEX | 466,913 | $28.2M | 1.51% |
| 15 | TALEN ENERGY CORP | TLN | 74,984 | $28.1M | 1.51% |
| 16 | CANADA GOOSE HLDGS INC | GOOS | 2,138,904 | $27.7M | 1.48% |
| 17 | WARBY PARKER INC | WRBY | 1,232,173 | $26.8M | 1.44% |
| 18 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,318,797 | $26.8M | 1.44% |
| 19 | POWELL INDS INC | 739128106 | 79,116 | $25.2M | 1.35% |
| 20 | LIGHTPATH TECHNOLOGIES INC | LPTH | 2,332,184 | $25.2M | 1.35% |
| 21 | BEL FUSE INC | BELFB | 139,513 | $23.7M | 1.27% |
| 22 | CELLEBRITE DI LTD | CLBT | 1,287,287 | $23.2M | 1.24% |
| 23 | KRATOS DEFENSE &SEC SOLUTIO | 50077B207 | 294,006 | $22.3M | 1.20% |
| 24 | LUXEXPERIENCE BV | 55406W103 | 2,660,674 | $22.2M | 1.19% |
| 25 | NLIGHT INC | LASR | 590,433 | $22.1M | 1.19% |
| 26 | FIRST SOLAR INC | FSLR | 78,761 | $20.6M | 1.10% |
| 27 | FIRST AMERN FINL CORP | 31847R102 | 320,670 | $19.7M | 1.06% |
| 28 | PORCH GROUP INC | PRCH | 2,083,055 | $19.0M | 1.02% |
| 29 | AEROVIRONMENT INC | AVAV | 75,958 | $18.4M | 0.98% |
| 30 | DOMO INC | DOMO | 2,158,770 | $18.2M | 0.98% |
| 31 | UNITED THERAPEUTICS CORP DEL | UTHR | 36,753 | $17.9M | 0.96% |
| 32 | TOWER SEMICONDUCTOR LTD | TSEM | 148,525 | $17.4M | 0.93% |
| 33 | I3 VERTICALS INC | IIIV | 671,987 | $16.9M | 0.91% |
| 34 | MAMAS CREATIONS INC | 56146T103 | 1,245,767 | $16.8M | 0.90% |
| 35 | SPHERE ENTERTAINMENT CO | SPHR | 175,646 | $16.7M | 0.89% |
| 36 | ALLIENT INC | ALNT | 301,888 | $16.2M | 0.87% |
| 37 | JABIL INC | JBL | 70,665 | $16.1M | 0.86% |
| 38 | MAREX GROUP PLC | MRX | 418,745 | $16.1M | 0.86% |
| 39 | ENOVA INTL INC | 29357K103 | 97,847 | $15.4M | 0.82% |
| 40 | BIOGEN INC | BIIB | 84,990 | $15.0M | 0.80% |
| 41 | BIO-TECHNE CORP | TECH | 249,070 | $14.6M | 0.78% |
| 42 | FREEPORT-MCMORAN INC | FCX | 288,124 | $14.6M | 0.78% |
| 43 | E L F BEAUTY INC | ELF | 192,322 | $14.6M | 0.78% |
| 44 | CAREDX INC | CDNA | 758,775 | $14.3M | 0.77% |
| 45 | UPWORK INC | UPWK | 719,644 | $14.3M | 0.76% |
| 46 | MAGNA INTL INC | 559222401 | 255,481 | $13.6M | 0.73% |
| 47 | CIENA CORP | CIEN | 56,481 | $13.2M | 0.71% |
| 48 | PRIMORIS SVCS CORP | 74164F103 | 105,716 | $13.1M | 0.70% |
| 49 | NOVANTA INC | NOVTU | 107,095 | $12.7M | 0.68% |
| 50 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 824,946 | $12.7M | 0.68% |
| 51 | VIRTU FINL INC | 928254101 | 376,283 | $12.5M | 0.67% |
| 52 | HONEST CO INC | HNST | 4,804,206 | $12.4M | 0.66% |
| 53 | SNAP INC | SNAP | 1,496,410 | $12.1M | 0.65% |
| 54 | TECNOGLASS INC | TGLS | 238,852 | $12.0M | 0.64% |
| 55 | MARINEMAX INC | HZO | 487,426 | $11.8M | 0.63% |
| 56 | TRANSMEDICS GROUP INC | TMDX | 96,893 | $11.8M | 0.63% |
| 57 | CORE NATURAL RESOURCES INC | CNR | 130,242 | $11.5M | 0.62% |
| 58 | ACM RESH INC | 00108J109 | 285,506 | $11.3M | 0.60% |
| 59 | SEZZLE INC | SEZL | 167,873 | $10.7M | 0.57% |
| 60 | GUARDANT HEALTH INC | GH | 104,088 | $10.6M | 0.57% |
| 61 | RANPAK HOLDINGS CORP | PACK | 1,950,730 | $10.6M | 0.57% |
| 62 | BIO RAD LABS INC | 090572207 | 34,159 | $10.3M | 0.55% |
| 63 | DIGI INTL INC | 253798102 | 237,550 | $10.3M | 0.55% |
| 64 | ZILLOW GROUP INC | Z | 150,068 | $10.2M | 0.55% |
| 65 | REPAY HLDGS CORP | RPAY | 2,790,281 | $10.2M | 0.55% |
| 66 | RAMACO RES INC | METCZ | 561,718 | $10.1M | 0.54% |
| 67 | SANMINA CORPORATION | SANM | 66,589 | $10.0M | 0.54% |
| 68 | KURA SUSHI USA INC | KRUS | 190,796 | $10.0M | 0.53% |
| 69 | EXZEO GROUP INC | XZO | 405,014 | $9.8M | 0.53% |
| 70 | DAVE INC | 23834J201 | 44,001 | $9.7M | 0.52% |
| 71 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 37,687 | $9.6M | 0.52% |
| 72 | MAYVILLE ENGR CO INC | 578605107 | 512,762 | $9.6M | 0.51% |
| 73 | CANDEL THERAPEUTICS INC | CADL | 1,695,367 | $9.6M | 0.51% |
| 74 | OPERA LTD | OPRA | 631,177 | $8.9M | 0.48% |
| 75 | REMITLY GLOBAL INC | RELY | 628,019 | $8.7M | 0.46% |
| 76 | WATERS CORP | 941848103 | 22,379 | $8.5M | 0.46% |
| 77 | RADNET INC | RDNT | 117,506 | $8.4M | 0.45% |
| 78 | WIX COM LTD | WIX | 80,298 | $8.3M | 0.45% |
| 79 | STEWART INFORMATION SVCS COR | 860372101 | 117,708 | $8.3M | 0.44% |
| 80 | PROCEPT BIOROBOTICS CORP | PRCT | 255,118 | $8.0M | 0.43% |
| 81 | APPLIED OPTOELECTRONICS INC | AAOI | 228,458 | $8.0M | 0.43% |
| 82 | OPEN LENDING CORP | LPRO | 4,736,630 | $7.3M | 0.39% |
| 83 | ERMENEGILDO ZEGNA N V | ZGN | 710,534 | $7.3M | 0.39% |
| 84 | GENEDX HOLDINGS CORP | WGSWW | 55,776 | $7.3M | 0.39% |
| 85 | NOKIA CORP | NOKBF | 1,076,122 | $7.0M | 0.37% |
| 86 | NEXTPOWER INC | NXT | 79,789 | $7.0M | 0.37% |
| 87 | ESTABLISHMENT LABS HLDGS INC | ESTA | 94,648 | $6.9M | 0.37% |
| 88 | QUALYS INC | QLYS | 51,855 | $6.9M | 0.37% |
| 89 | VNET GROUP INC | VNET | 806,800 | $6.8M | 0.37% |
| 90 | META PLATFORMS INC | META | 10,318 | $6.8M | 0.36% |
| 91 | AMPLITUDE INC | AMPL | 560,096 | $6.5M | 0.35% |
| 92 | DRAFTKINGS INC NEW | DKNG | 183,778 | $6.3M | 0.34% |
| 93 | FREQUENCY ELECTRS INC | FRQN | 113,076 | $6.1M | 0.33% |
| 94 | DANA INC | DAN | 252,423 | $6.0M | 0.32% |
| 95 | WILLDAN GROUP INC | WLDN | 57,613 | $6.0M | 0.32% |
| 96 | NU SKIN ENTERPRISES INC | NUS | 596,724 | $5.7M | 0.31% |
| 97 | SWEETGREEN INC | SG | 848,085 | $5.7M | 0.31% |
| 98 | FORRESTER RESH INC | 346563109 | 705,749 | $5.7M | 0.31% |
| 99 | DOUGLAS ELLIMAN INC | DOUG | 2,353,950 | $5.6M | 0.30% |
| 100 | OWLET INC | OWLTW | 343,543 | $5.6M | 0.30% |
| 101 | OKEANIS ECO TANKERS COR | ECO | 161,815 | $5.5M | 0.29% |
| 102 | PULSE BIOSCIENCES INC | PLSE | 393,499 | $5.4M | 0.29% |
| 103 | GIGACLOUD TECHNOLOGY INC | GCT | 137,478 | $5.4M | 0.29% |
| 104 | VICOR CORP | VICR | 48,721 | $5.3M | 0.29% |
| 105 | PARK AEROSPACE CORP | PKE | 245,035 | $5.2M | 0.28% |
| 106 | GREEN DOT CORP | GDOT | 406,734 | $5.2M | 0.28% |
| 107 | BANDWIDTH INC | BAND | 336,874 | $5.2M | 0.28% |
| 108 | EBAY INC. | EBAY | 58,144 | $5.1M | 0.27% |
| 109 | FABRINET | FN | 10,878 | $5.0M | 0.27% |
| 110 | IES HLDGS INC | IESC | 11,792 | $4.6M | 0.25% |
| 111 | FULGENT GENETICS INC | FLGT | 169,590 | $4.5M | 0.24% |
| 112 | ADEIA INC | ADEA | 256,208 | $4.4M | 0.24% |
| 113 | OLAPLEX HLDGS INC | OLPX | 3,082,600 | $4.1M | 0.22% |
| 114 | QIAGEN NV | QGEN | 90,182 | $4.1M | 0.22% |
| 115 | AMBARELLA INC | AMBA | 54,242 | $3.8M | 0.21% |
| 116 | SIMILARWEB LTD | SMWB | 492,861 | $3.7M | 0.20% |
| 117 | NATERA INC | NTRA | 15,588 | $3.6M | 0.19% |
| 118 | MOBILEYE GLOBAL INC | MBLY | 341,936 | $3.6M | 0.19% |
| 119 | SPROUT SOCIAL INC | SPT | 301,473 | $3.4M | 0.18% |
| 120 | MERCURY SYS INC | MRCY | 46,348 | $3.4M | 0.18% |
| 121 | TAPESTRY INC | TPR | 25,868 | $3.3M | 0.18% |
| 122 | OSHKOSH CORP | OSK | 25,940 | $3.3M | 0.17% |
| 123 | REGAL REXNORD CORPORATION | RRX | 23,098 | $3.2M | 0.17% |
| 124 | OUSTER INC | OUST | 145,148 | $3.1M | 0.17% |
| 125 | QUANTUM CORP | 747906600 | 477,214 | $3.1M | 0.16% |
| 126 | PERSONALIS INC | PSNL | 379,197 | $3.0M | 0.16% |
| 127 | MICROSOFT CORP | MSFT | 5,972 | $2.9M | 0.15% |
| 128 | SUPER MICRO COMPUTER INC | SMCI | 96,544 | $2.8M | 0.15% |
| 129 | INDIE SEMICONDUCTOR INC | INDI | 671,998 | $2.4M | 0.13% |
| 130 | TECOGEN INC NEW | TGEN | 445,810 | $2.2M | 0.12% |
| 131 | ALPHABET INC | GOOG | 6,992 | $2.2M | 0.12% |
| 132 | LUMENTUM HLDGS INC | LITE | 5,822 | $2.1M | 0.11% |
| 133 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 43,555 | $2.1M | 0.11% |
| 134 | GATES INDL CORP PLC | G39108108 | 97,125 | $2.1M | 0.11% |
| 135 | XPENG INC | XPNGF | 96,927 | $2.0M | 0.11% |
| 136 | SANDRIDGE ENERGY INC | SD | 134,000 | $1.9M | 0.10% |
| 137 | ORACLE CORP | ORCL-PD | 9,560 | $1.9M | 0.10% |
| 138 | SHARKNINJA INC | SN | 15,907 | $1.8M | 0.10% |
| 139 | CASELLA WASTE SYS INC | CWST | 15,225 | $1.5M | 0.08% |
| 140 | VERTIV HOLDINGS CO | VRT | 9,039 | $1.5M | 0.08% |
| 141 | PLANET LABS PBC | PL-WT | 68,715 | $1.4M | 0.07% |
| 142 | TALOS ENERGY INC | TALO | 119,100 | $1.3M | 0.07% |
| 143 | SOLARIS ENERGY INFRAS INC | SEI | 19,474 | $895,220 | 0.05% |
| 144 | REDDIT INC | RDDT | 3,558 | $817,877 | 0.04% |
| 145 | EVERUS CONSTR GROUP | EVEX-WT | 8,725 | $746,511 | 0.04% |
| 146 | L3HARRIS TECHNOLOGIES INC | LHX | 2,157 | $633,230 | 0.03% |
| 147 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 72,781 | $618,639 | 0.03% |
| 148 | GDS HLDGS LTD | GDHLF | 15,359 | $536,029 | 0.03% |
| 149 | NEWELL BRANDS INC | NWL | 126,100 | $469,092 | 0.03% |
| 150 | AMPLIFY ENERGY CORP NEW | AMPY | 89,063 | $407,018 | 0.02% |
| 151 | CLAROS MTG TR INC | 18270D106 | 119,700 | $366,282 | 0.02% |
| 152 | WEAVE COMMUNICATIONS INC | WEAV | 47,600 | $361,284 | 0.02% |
| 153 | LINCOLN EDL SVCS CORP | 533535100 | 14,007 | $338,269 | 0.02% |
| 154 | CRESCENT ENERGY COMPANY | CRGY | 39,900 | $334,761 | 0.02% |
| 155 | HARVARD BIOSCIENCE INC | HBIO | 409,650 | $273,974 | 0.01% |