13F-HR filed by Portolan Capital Management, LLC
Portolan Capital Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 155 holding rows worth $1,866,423,741.
- Accession
- 0001104659-26-016304
- Filer
- CIK 1350290
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 155 entries on the cover page, a total value of $1,866,423,741 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,866,423,741 with VALUE read as dollars as filed, 13F file number 028-11602. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TTM TECHNOLOGIES INC | 87305R109 | COM | 1,146,682 | $79,121,058 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 535,947 | $71,554,284 | dollars as filed | |
| CASTLE BIOSCIENCES INC | 14843C105 | COMMON STOCK | 1,729,463 | $67,276,111 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 172,275 | $50,926,213 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 524,321 | $45,747,007 | dollars as filed | |
| THE REAL BROKERAGE INC | 75585H206 | COM NEW | 10,779,843 | $39,346,427 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 508,655 | $37,482,787 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 263,681 | $34,452,559 | dollars as filed | |
| VISHAY PRECISION GROUP INC | 92835K103 | COM | 877,669 | $33,790,257 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 2,938,119 | $32,378,071 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 475,789 | $31,663,758 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 468,063 | $29,473,927 | dollars as filed | |
| QUANTERIX CORP | 74766Q101 | COMMON STOCK | 4,525,553 | $28,782,517 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 466,913 | $28,210,883 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 74,984 | $28,107,003 | dollars as filed | |
| CANADA GOOSE HLDGS INC SHS SUB VTG | 135086106 | Stock | 2,138,904 | $27,698,807 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 1,232,173 | $26,849,050 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 1,318,797 | $26,837,519 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 79,116 | $25,220,598 | dollars as filed | |
| LIGHTPATH TECHNOLOGIES INC | 532257805 | COM CL A | 2,332,184 | $25,187,587 | dollars as filed | |
| BEL FUSE INC | 077347300 | CL B | 139,513 | $23,665,590 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 1,287,287 | $23,209,785 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 294,006 | $22,317,995 | dollars as filed | |
| LUXEXPERIENCE BV | 55406W103 | SPONSORED ADS | 2,660,674 | $22,216,628 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 590,433 | $22,147,142 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 78,761 | $20,574,736 | dollars as filed | |
| FIRST AMERN FINL CORP | 31847R102 | COM | 320,670 | $19,701,965 | dollars as filed | |
| PORCH GROUP INC | 733245104 | COM | 2,083,055 | $19,018,292 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 75,958 | $18,373,481 | dollars as filed | |
| DOMO INC | 257554105 | COM CL B | 2,158,770 | $18,198,431 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 36,753 | $17,907,899 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 148,525 | $17,439,806 | dollars as filed | |
| I3 VERTICALS INC | 46571Y107 | COM CL A | 671,987 | $16,927,353 | dollars as filed | |
| MAMAS CREATIONS INC COM | 56146T103 | Stock | 1,245,767 | $16,805,397 | dollars as filed | |
| SPHERE ENTERTAINMENT CO CL A | 55826T102 | Stock | 175,646 | $16,700,422 | dollars as filed | |
| ALLIENT INC | 019330109 | COM | 301,888 | $16,226,480 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 70,665 | $16,113,033 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 418,745 | $16,063,058 | dollars as filed | |
| ENOVA INTL INC | 29357K103 | COM | 97,847 | $15,381,548 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 84,990 | $14,957,390 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 249,070 | $14,647,807 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 288,124 | $14,633,818 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 192,322 | $14,624,165 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 758,775 | $14,295,321 | dollars as filed | |
| UPWORK INC | 91688F104 | COM | 719,644 | $14,263,344 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 255,481 | $13,617,137 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 56,481 | $13,209,211 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 105,716 | $13,123,584 | dollars as filed | |
| NOVANTA INC | 67000B104 | COM | 107,095 | $12,743,234 | dollars as filed | |
| DIGITALBRIDGE GROUP INC | 25401T603 | CL A NEW | 824,946 | $12,654,672 | dollars as filed | |
| VIRTU FINL INC | 928254101 | CL A | 376,283 | $12,537,750 | dollars as filed | |
| HONEST CO INC | 438333106 | COM | 4,804,206 | $12,394,851 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 1,496,410 | $12,076,029 | dollars as filed | |
| TECNOGLASS INC | G87264100 | ORD SHS | 238,852 | $12,019,033 | dollars as filed | |
| MARINEMAX INC | 567908108 | COM | 487,426 | $11,810,332 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 96,893 | $11,787,033 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 130,242 | $11,527,719 | dollars as filed | |
| ACM RESH INC COM CL A | 00108J109 | Stock | 285,506 | $11,263,212 | dollars as filed | |
| SEZZLE INC | 78435P105 | COM | 167,873 | $10,655,739 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 104,088 | $10,631,548 | dollars as filed | |
| RANPAK HOLDINGS CORP | 75321W103 | COMMON STOCK | 1,950,730 | $10,553,449 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 34,159 | $10,349,835 | dollars as filed | |
| DIGI INTL INC | 253798102 | COM | 237,550 | $10,283,540 | dollars as filed | |
| ZILLOW GROUP INC CLASS A | 98954M101 | CL A | 150,068 | $10,239,140 | dollars as filed | |
| REPAY HLDGS CORP | 76029L100 | COM CL A | 2,790,281 | $10,184,526 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 561,718 | $10,110,924 | dollars as filed | |
| SANMINA CORP COM | 801056102 | Stock | 66,589 | $9,993,011 | dollars as filed | |
| KURA SUSHI USA INC | 501270102 | CL A COM | 190,796 | $9,984,355 | dollars as filed | |
| EXZEO GROUP INC | 30234F101 | COMMON STOCK | 405,014 | $9,821,590 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 44,001 | $9,742,261 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 37,687 | $9,649,003 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 512,762 | $9,598,905 | dollars as filed | |
| CANDEL THERAPEUTICS INC | 137404109 | COMMON STOCK | 1,695,367 | $9,578,824 | dollars as filed | |
| OPERA LTD SPONSORED ADS | 68373M107 | ADR | 631,177 | $8,937,466 | dollars as filed | |
| REMITLY GLOBAL INC | 75960P104 | COM | 628,019 | $8,666,662 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 22,379 | $8,500,216 | dollars as filed | |
| RADNET INC | 750491102 | COM | 117,506 | $8,384,053 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 80,298 | $8,342,159 | dollars as filed | |
| STEWART INFORMATION SVCS COR | 860372101 | COM | 117,708 | $8,270,164 | dollars as filed | |
| PROCEPT BIOROBOTICS CORP COM | 74276L105 | Stock | 255,118 | $8,026,012 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 228,458 | $7,964,046 | dollars as filed | |
| OPEN LENDING CORP | 68373J104 | COM | 4,736,630 | $7,341,777 | dollars as filed | |
| ERMENEGILDO ZEGNA NV | N30577105 | COMMON STOCK | 710,534 | $7,282,974 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 55,776 | $7,254,227 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 1,076,122 | $6,962,509 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 79,789 | $6,950,420 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 94,648 | $6,897,946 | dollars as filed | |
| QUALYS INC COM | 74758T303 | Stock | 51,855 | $6,891,530 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 806,800 | $6,825,528 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 10,318 | $6,810,809 | dollars as filed | |
| AMPLITUDE INC COM CL A | 03213A104 | Stock | 560,096 | $6,485,912 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 183,778 | $6,332,990 | dollars as filed | |
| FREQUENCY ELECTRONICS INC | 358010106 | COMMON STOCK | 113,076 | $6,088,012 | dollars as filed | |
| DANA INC | 235825205 | COM | 252,423 | $5,997,570 | dollars as filed | |
| WILLDAN GROUP INC | 96924N100 | COM | 57,613 | $5,972,164 | dollars as filed | |
| NU SKIN ENTERPRISES INC | 67018T105 | CL A | 596,724 | $5,740,485 | dollars as filed | |
| SWEETGREEN INC | 87043Q108 | COM CL A | 848,085 | $5,733,055 | dollars as filed | |
| FORRESTER RESH INC | 346563109 | COM | 705,749 | $5,730,682 | dollars as filed | |
| DOUGLAS ELLIMAN INC | 25961D105 | COM | 2,353,950 | $5,578,862 | dollars as filed | |
| OWLET INC | 69120X206 | CL A NEW | 343,543 | $5,561,961 | dollars as filed | |
| OKEANIS ECO TANKERS COR SHS | Y64177101 | Stock | 161,815 | $5,475,820 | dollars as filed | |
| PULSE BIOSCIENCES INC | 74587B101 | COMMON STOCK | 393,499 | $5,402,741 | dollars as filed | |
| GIGACLOUD TECHNOLOGY INC | G38644103 | CLASS A ORD | 137,478 | $5,400,136 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 48,721 | $5,339,822 | dollars as filed | |
| PARK AEROSPACE CORP | 70014A104 | COM | 245,035 | $5,229,047 | dollars as filed | |
| GREEN DOT CORP CLASS A | 39304D102 | CL A | 406,734 | $5,210,263 | dollars as filed | |
| BANDWIDTH INC | 05988J103 | COM CL A | 336,874 | $5,204,703 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 58,144 | $5,064,342 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 10,878 | $4,952,536 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 11,792 | $4,587,324 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 169,590 | $4,455,129 | dollars as filed | |
| ADEIA INC | 00676P107 | COM | 256,208 | $4,419,588 | dollars as filed | |
| OLAPLEX HLDGS INC | 679369108 | COM | 3,082,600 | $4,130,684 | dollars as filed | |
| QIAGEN NV | N72482206 | COM SHS | 90,182 | $4,055,485 | dollars as filed | |
| AMBARELLA INC | G037AX101 | SHS | 54,242 | $3,842,503 | dollars as filed | |
| SIMILARWEB LTD | M84137104 | SHS | 492,861 | $3,691,529 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 15,588 | $3,571,055 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 341,936 | $3,569,812 | dollars as filed | |
| SPROUT SOCIAL INC COM CL A | 85209W109 | Stock | 301,473 | $3,397,601 | dollars as filed | |
| MERCURY SYS INC COM | 589378108 | Stock | 46,348 | $3,383,867 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 25,868 | $3,305,154 | dollars as filed | |
| OSHKOSH CORP COM | 688239201 | Stock | 25,940 | $3,258,842 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 23,098 | $3,241,111 | dollars as filed | |
| OUSTER INC COM NEW | 68989M202 | Stock | 145,148 | $3,141,003 | dollars as filed | |
| QUANTUM CORPORATION | 747906600 | COM | 477,214 | $3,078,030 | dollars as filed | |
| PERSONALIS INC | 71535D106 | COMMON STOCK | 379,197 | $3,018,408 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,972 | $2,888,179 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 96,544 | $2,825,843 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 671,998 | $2,372,153 | dollars as filed | |
| TECOGEN INC NEW | 87876P201 | COM NEW | 445,810 | $2,202,301 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,992 | $2,194,090 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 5,822 | $2,145,931 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 43,555 | $2,131,582 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 97,125 | $2,085,274 | dollars as filed | |
| XPENG INC ADS | 98422D105 | ADR | 96,927 | $1,965,680 | dollars as filed | |
| SANDRIDGE ENERGY INC | 80007P869 | COM NEW | 134,000 | $1,933,620 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 9,560 | $1,863,340 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 15,907 | $1,779,993 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 15,225 | $1,491,137 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 9,039 | $1,464,408 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 68,715 | $1,355,060 | dollars as filed | |
| TALOS ENERGY INC | 87484T108 | COM | 119,100 | $1,312,482 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 19,474 | $895,220 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 3,558 | $817,877 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 8,725 | $746,511 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 2,157 | $633,230 | dollars as filed | |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 72,781 | $618,639 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 15,359 | $536,029 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 126,100 | $469,092 | dollars as filed | |
| Amplify Energy Corp | 03212B103 | COM | 89,063 | $407,018 | dollars as filed | |
| CLAROS MORTGAGE TRUST INC | 18270D106 | REIT | 119,700 | $366,282 | dollars as filed | |
| WEAVE COMMUNICATIONS INC | 94724R108 | COM | 47,600 | $361,284 | dollars as filed | |
| LINCOLN EDL SVCS CORP | 533535100 | COM | 14,007 | $338,269 | dollars as filed | |
| CRESCENT ENERGY COMPANY CL A COM | 44952J104 | Stock | 39,900 | $334,761 | dollars as filed | |
| HARVARD BIOSCIENCE INC | 416906105 | COM | 409,650 | $273,974 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-016304 | this filing | 2026-02-17 | acceptance time not in the bulk data set |