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.
Portolan Capital Management, LLC (CIK 1350290) reported $1.88B across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MOD ($89.3M, 4.75%), TTMI ($70.9M, 3.77%), CLS ($55.7M, 2.97%), VIRT ($53.3M, 2.84%), AKAM ($48.6M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOD | MODINE MFG CO | $89.3M | 4.75% | 412,092 | Trimmed |
| 2 | TTMI | TTM TECHNOLOGIES INC | $70.9M | 3.77% | 727,494 | Trimmed |
| 3 | CLS | CELESTICA INC | $55.7M | 2.97% | 197,863 | Added |
| 4 | VIRT | VIRTU FINL INC | $53.3M | 2.84% | 1.2M | Added |
| 5 | AKAM | AKAMAI TECHNOLOGIES INC | $48.6M | 2.59% | 423,442 | Trimmed |
| 6 | VPG | VISHAY PRECISION GROUP INC | $44.3M | 2.36% | 1.0M | Added |
| 7 | PARR | PAR PAC HOLDINGS INC | $43.5M | 2.31% | 693,834 | New |
| 8 | POWL | POWELL INDS INC | $41.0M | 2.18% | 75,830 | Trimmed |
| 9 | BIDU | BAIDU INC | $40.8M | 2.17% | 366,429 | Added |
| 10 | PBF | PBF ENERGY INC | $38.1M | 2.03% | 799,998 | New |
| 11 | UTHR | UNITED THERAPEUTICS CORP DEL | $37.6M | 2.00% | 63,435 | Added |
| 12 | REAX | THE REAL BROKERAGE INC | $36.3M | 1.93% | 14.5M | Added |
| 13 | GOOS | CANADA GOOSE HLDGS INC | $35.3M | 1.88% | 3.2M | Added |
| 14 | CRGY | CRESCENT ENERGY COMPANY | $35.1M | 1.87% | 2.6M | Added |
| 15 | CSTL | CASTLE BIOSCIENCES INC | $33.1M | 1.76% | 1.4M | Trimmed |
| 16 | LNTH | LANTHEUS HLDGS INC | $31.7M | 1.68% | 417,390 | Trimmed |
| 17 | CLBT | CELLEBRITE DI LTD | $30.1M | 1.60% | 2.2M | Added |
| 18 | LUXE | LUXEXPERIENCE BV | $29.9M | 1.59% | 3.7M | Added |
| 19 | FLEX | FLEXTRONICS INTL LTD | $29.0M | 1.54% | 443,128 | Trimmed |
| 20 | FN | FABRINET | $28.6M | 1.52% | 54,763 | Added |
| 21 | ECO | OKEANIS ECO TANKERS COR | $27.3M | 1.45% | 538,860 | Added |
| 22 | TLN | TALEN ENERGY CORP | $26.0M | 1.39% | 81,574 | Added |
| 23 | SMTC | SEMTECH CORP | $25.6M | 1.36% | 332,327 | Trimmed |
| 24 | CNR | CORE NATURAL RESOURCES INC | $24.8M | 1.32% | 237,036 | Added |
| 25 | MUSA | MURPHY USA INC | $23.8M | 1.26% | 48,107 | New |
Source: SEC Form 13F filings · as of 2026-03-31