§ 13F · FUND PROFILE
Portolan Capital Management, LLC.
AUM · $2.7B (13F)Positions · 148Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$444M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VPG | VISHAY PRECISION GROUP INC | 1.01M | $151M | 5.7% | −1% |
| 2 | VIRT | VIRTU FINL INC | 2.14M | $128M | 4.8% | +77% |
| 3 | TTMI | TTM TECHNOLOGIES INC | 508K | $95M | 3.6% | −30% |
| 4 | MOD | MODINE MFG CO | 314K | $84M | 3.1% | −24% |
| 5 | QLYS | QUALYS INC | 530K | $73M | 2.7% | +122% |
| 6 | FOUR | SHIFT4 PMTS INC | 1.11M | $54M | 2.0% | +420% |
| 7 | MEC | MAYVILLE ENGR CO INC | 1.30M | $49M | 1.8% | +58% |
| 8 | ENVA | ENOVA INTL INC | 199K | $48M | 1.8% | +146% |
| 9 | SMTC | SEMTECH CORP | 295K | $48M | 1.8% | −11% |
| 10 | CLS | CELESTICA INC | 127K | $46M | 1.7% | −36% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PORTOLAN SIGNAL
AC read
Portolan Capital Management, LLC is a Other fund managing $2.7 billion in assets. The fund runs a portfolio of 148 positions.
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