Portolan Capital Management, LLC
Top Portfolio Positions
142 positions ·
$1,899,948,334 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
412,092 | $89,304,457 | 4.70% | |
| TTMI |
Ttm Technologies Inc
Technology
|
727,494 | $70,872,465 | 3.73% | |
| CSTL |
Castle Biosciences Inc
Healthcare
|
2,700,566 | $66,298,894 | 3.49% | |
| CLS |
Celestica Inc
Technology
|
197,863 | $55,734,049 | 2.93% | |
| VIRT |
Virtu Financial, Inc.
Financial Services
|
1,211,887 | $53,298,790 | 2.81% | |
| AKAM |
Akamai Technologies Inc
Technology
|
423,442 | $48,632,313 | 2.56% | |
| VPG |
Vishay Precision Group, Inc.
Technology
|
1,019,868 | $44,282,668 | 2.33% | |
| PARR |
Par Pacific Holdings, Inc.
Energy
|
693,834 | $43,461,761 | 2.29% | |
| POWL |
Powell Industries Inc
Industrials
|
75,830 | $41,030,096 | 2.16% | |
| BIDU |
Baidu, Inc.
Communication Services
|
366,429 | $40,827,519 | 2.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACMR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,276,123 | 83,256 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,263,211 | 285,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,881,301 | 405,860 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $18,705,455 | 921,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,735,555 | 855,835 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,689,937 | 538,433 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,622,308 | 799,504 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $6,574,159 | 561,894 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||