account_balance
Investment manager · 13F filer · SEC CIK 884300
Perkins Capital Management Inc
Reported value$140Mas of Sep 30, 2026
Positions87 12 new, 4 sold out
Top 10 weight50.2%NTRA alone is 12%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NTRANatera Inc
11.9%
LLYEli Lilly & Co
7.2%
AMDAdvanced Micro Devices Inc
5.9%Trimmed −4%
BFLYButterfly Network Inc
5.5%
AXGNAxogen Inc
4.4%
MSFTMicrosoft Corp
4.1%
IDXXIdexx Labs Inc
3.6%
PSNLPersonalis Inc
2.7%Trimmed −4%
OOMAOoma Inc
2.6%
CYRXCryoport Inc
2.5%
BLZEBackblaze Inc
2.0%Trimmed −35%
QUIKQuicklogic Corp
2.0%Trimmed −5%
NTRANatera Inc
11.9%
LLYEli Lilly & Co
7.2%
AMD5.9%BFLY5.5%AXGN4.4%MSFT4.1%IDXX3.6%PSNL2.7%OOMA2.6%CYRX2.5%BLZE2.0%QUIK2.0%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
NTRA Natera Inc 11.9% HeldLLY Eli Lilly & Co 7.2% HeldAMD Advanced Micro Devices Inc 5.9% Trimmed −4%BFLY Butterfly Network Inc 5.5% HeldAXGN Axogen Inc 4.4% HeldMSFT Microsoft Corp 4.1% HeldIDXX Idexx Labs Inc 3.6% HeldPSNL Personalis Inc 2.7% Trimmed −4%OOMA Ooma Inc 2.6% HeldCYRX Cryoport Inc 2.5% HeldBLZE Backblaze Inc 2.0% Trimmed −35%QUIK Quicklogic Corp 2.0% Trimmed −5%
What changed