Portolan Capital Management, LLC: 13F holdings
CIK 13502902026Q2
| Positions | 148 |
|---|---|
| Reported value | $2.7bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VPG VISHAY PRECISION GROUP INC | 1,008,167 | $151.1m | 5.7% |
| VIRT VIRTU FINL INC | 2,142,215 | $127.6m | 4.8% |
| TTMI TTM TECHNOLOGIES INC | 507,838 | $95.0m | 3.6% |
| MOD MODINE MFG CO | 313,683 | $83.8m | 3.1% |
| QLYS QUALYS INC | 529,807 | $72.8m | 2.7% |
| FOUR SHIFT4 PMTS INC | 1,114,116 | $54.2m | 2.0% |
| MAYVILLE ENGR CO INC | 1,299,256 | $48.7m | 1.8% |
| ENVA ENOVA INTL INC | 198,795 | $47.9m | 1.8% |
| SMTC SEMTECH CORP | 294,619 | $47.7m | 1.8% |
| CLS CELESTICA INC | 126,856 | $46.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1350290")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.