account_balance
Investment manager · 13F filer · SEC CIK 1350290
Portolan Capital Management, LLC
Reported value$2.67Bas of Jun 30, 2026
Positions148 36 new, 32 sold out
Top 10 weight29.0%VPG alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VPGVishay Precision Group Inc
5.7%
VIRTVirtu Finl Inc
4.8%Added +77%
TTMITTM Technologies Inc
3.6%Trimmed −30%
MODModine MFG Co
3.1%Trimmed −24%
QLYSQualys Inc
2.7%Added +122%
FOURShift4 PMTS Inc
2.0%Added +420%
MECMayville Engr Co Inc
1.8%Added +58%
ENVAEnova Intl Inc
1.8%Added +146%
SMTCSemtech Corp
1.8%Trimmed −11%
CLSCelestica Inc
1.7%Trimmed −36%
UTHRUnited Therapeutics Corp
1.7%Added +29%
GENIGenius Sports Limited
1.6%Added +152%
VPGVishay Precision Group Inc
5.7%
VIRTVirtu Finl Inc
4.8%Added +77%
TTMI3.6%MOD3.1%QLYSQualys Inc
2.7%Added +122%
FOUR2.0%MEC1.8%ENVA1.8%SMTC1.8%CLS1.7%UTHR1.7%GENI1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VPG Vishay Precision Group Inc 5.7% HeldVIRT Virtu Finl Inc 4.8% Added +77%TTMI TTM Technologies Inc 3.6% Trimmed −30%MOD Modine MFG Co 3.1% Trimmed −24%QLYS Qualys Inc 2.7% Added +122%FOUR Shift4 PMTS Inc 2.0% Added +420%MEC Mayville Engr Co Inc 1.8% Added +58%ENVA Enova Intl Inc 1.8% Added +146%SMTC Semtech Corp 1.8% Trimmed −11%CLS Celestica Inc 1.7% Trimmed −36%UTHR United Therapeutics Corp 1.7% Added +29%GENI Genius Sports Limited 1.6% Added +152%
What changed