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 CDNA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,908,510 | 340,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,295,321 | 758,775 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,573,555 | 933,532 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,309,750 | 629,977 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,307,373 | 411,683 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $2,359,083 | 109,827 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||