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Portolan Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Portolan Capital Management, LLC

报告期 2026-03-31 · CIK 0001350290

持仓数

144

前50大市值合计

$1.40B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MOD MODINE MFG CO

COM

$89.3M

412,092

6.4%

TTMI TTM TECHNOLOGIES INC

COM

$70.9M

727,494

5.1%

CLS CELESTICA INC

COM

$55.7M

197,863

4.0%

VIRT VIRTU FINL INC

CL A

$53.3M

1,211,887

3.8%

AKAM AKAMAI TECHNOLOGIES INC

COM

$48.6M

423,442

3.5%

VPG VISHAY PRECISION GROUP INC

COM

$44.3M

1,019,868

3.2%

PARR PAR PAC HOLDINGS INC

COM NEW

$43.5M

693,834

3.1%

POWL POWELL INDS INC

COM

$41.0M

75,830

2.9%

BIDU BAIDU INC

SPON ADR REP A

$40.8M

366,429

2.9%

PBF PBF ENERGY INC

CL A

$38.1M

799,998

2.7%

UTHR UNITED THERAPEUTICS CORP DEL

COM

$37.6M

63,435

2.7%

REAX THE REAL BROKERAGE INC

COM NEW

$36.3M

14,519,848

2.6%

GOOS CANADA GOOSE HLDGS INC

SHS SUB VTG

$35.3M

3,218,277

2.5%

CRGY CRESCENT ENERGY COMPANY

CL A COM

$35.1M

2,601,142

2.5%

CSTL CASTLE BIOSCIENCES INC

COM

$33.1M

1,350,283

2.4%

LNTH LANTHEUS HLDGS INC

COM

$31.7M

417,390

2.3%

— CELLEBRITE DI LTD

ORDINARY SHARES

$30.1M

2,180,924

2.2%

LUXE LUXEXPERIENCE BV

SPONSORED ADS

$29.9M

3,733,943

2.1%

— FLEXTRONICS INTL LTD

ORD

$29.0M

443,128

2.1%

— FABRINET

SHS

$28.6M

54,763

2.0%

— OKEANIS ECO TANKERS COR

SHS

$27.3M

538,860

2.0%

TLN TALEN ENERGY CORP

COM

$26.0M

81,574

1.9%

SMTC SEMTECH CORP

COM

$25.6M

332,327

1.8%

CNR CORE NATURAL RESOURCES INC

COM SHS

$24.8M

237,036

1.8%

MUSA MURPHY USA INC

COM

$23.8M

48,107

1.7%

BIIB BIOGEN INC

COM

$21.7M

118,481

1.6%

KRUS KURA SUSHI USA INC

CL A COM

$21.0M

301,212

1.5%

QLYS QUALYS INC

COM

$21.0M

239,028

1.5%

JBL JABIL INC

COM

$20.5M

77,197

1.5%

CRCL CIRCLE INTERNET GROUP INC

COM CL A

$20.4M

213,796

1.5%

— DHT HOLDINGS INC

SHS NEW

$19.9M

1,091,788

1.4%

NOK NOKIA CORP

SPONSORED ADR

$19.2M

2,393,970

1.4%

ALNT ALLIENT INC

COM

$19.1M

323,453

1.4%

PRIM PRIMORIS SVCS CORP

COM

$18.7M

130,626

1.3%

DAVE DAVE INC

CLASS A COM NEW

$18.4M

105,442

1.3%

KTOS KRATOS DEFENSE & SEC SOLUTIO

COM NEW

$18.3M

259,811

1.3%

MAMA MAMAS CREATIONS INC

COM

$18.1M

1,176,936

1.3%

ADEA ADEIA INC

COM

$17.5M

729,461

1.3%

UPWK UPWORK INC

COM

$17.2M

1,570,560

1.2%

PLSE PULSE BIOSCIENCES INC

COM

$15.8M

733,372

1.1%

PRCH PORCH GROUP INC

COM

$15.4M

2,144,890

1.1%

— HAFNIA LTD

SHS

$14.8M

1,948,717

1.1%

MEC MAYVILLE ENGR CO INC

COM

$14.7M

821,136

1.1%

CADL CANDEL THERAPEUTICS INC

COM

$14.2M

2,894,325

1.0%

LASR NLIGHT INC

COM

$12.9M

225,576

0.9%

— GENIUS SPORTS LIMITED

SHARES CL A

$12.4M

2,791,018

0.9%

— AMER SPORTS INC

COM SHS

$11.8M

357,826

0.8%

EBAY EBAY INC.

COM

$11.5M

126,096

0.8%

PKE PARK AEROSPACE CORP

COM

$11.2M

410,655

0.8%

ENVA ENOVA INTL INC

COM

$11.0M

80,923

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

MOD6.4%TTMI5.1%CLS4.0%VIRT3.8%AKAM3.5%VPG3.2%