Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PERKINS CAPITAL MANAGEMENT INC (CIK 884300) reported $106.7M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NTRA ($8.9M, 8.30%), LLY ($8.1M, 7.61%), AXGN ($5.6M, 5.24%), IDXX ($5.5M, 5.11%), MSFT ($4.2M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NTRA | NATERA INC | $8.9M | 8.30% | 44,300 | Trimmed |
| 2 | LLY | ELI LILLY & CO | $8.1M | 7.61% | 8,830 | Trimmed |
| 3 | AXGN | AXOGEN INC | $5.6M | 5.24% | 168,842 | Trimmed |
| 4 | IDXX | IDEXX LABS INC | $5.5M | 5.11% | 9,700 | Hold |
| 5 | MSFT | MICROSOFT CORP | $4.2M | 3.96% | 11,415 | Trimmed |
| 6 | BFLY | BUTTERFLY NETWORK INC | $3.8M | 3.52% | 930,930 | Added |
| 7 | CIEN | CIENA CORP | $3.4M | 3.23% | 6,300 | Hold |
| 8 | MDXH | MDXHEALTH SA | $3.4M | 3.18% | 1.5M | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $3.2M | 2.96% | 15,504 | Trimmed |
| 10 | QUIK | QUICKLOGIC CORP | $2.9M | 2.70% | 306,706 | Added |
| 11 | LMAT | LEMAITRE VASCULAR INC | $2.8M | 2.64% | 25,825 | Trimmed |
| 12 | OOMA | OOMA INC | $2.6M | 2.47% | 181,250 | Trimmed |
| 13 | VCYT | VERACYTE INC | $2.4M | 2.27% | 75,333 | Trimmed |
| 14 | ABT | ABBOTT LABORATORIES | $2.1M | 1.99% | 20,659 | Trimmed |
| 15 | ATEC | ALPHATEC HLDGS INC | $1.9M | 1.75% | 171,847 | Added |
| 16 | ONDS | ONDAS HOLDINGS | $1.8M | 1.71% | 201,983 | Trimmed |
| 17 | CYRX | CRYOPORT INC | $1.7M | 1.58% | 203,247 | Trimmed |
| 18 | NEOG | NEOGEN CORP | $1.7M | 1.55% | 178,000 | Trimmed |
| 19 | PERI | PERION NETWORK LTD | $1.6M | 1.47% | 156,865 | Added |
| 20 | PSNL | PERSONALIS INC | $1.5M | 1.43% | 239,000 | Hold |
| 21 | MGNI | MAGNITE INC | $1.4M | 1.33% | 119,275 | Trimmed |
| 22 | LUCD | LUCID DIAGNOSTICS INC | $1.3M | 1.21% | 1.1M | Hold |
| 23 | INGN | INOGEN INC | $1.2M | 1.16% | 199,600 | Trimmed |
| 24 | CXDO | CREXENDO INC | $1.2M | 1.13% | 194,850 | Hold |
| 25 | INUV | INUVO INC | $1.2M | 1.13% | 582,291 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31