PORTOLAN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMWB | 1.18M | $10.96M |
 | OPRA | 1.12M | $23.20M |
 | ZETA | 1.03M | $20.37M |
 | CDNA | 934K | $13.57M |
 | VPG | 823K | $26.39M |
 | SHLS | 815K | $6.04M |
 | WWW | 797K | $21.86M |
 | LASR | 770K | $22.81M |
 | IIIV | 748K | $24.27M |
 | BAND | 746K | $12.43M |
 | SMTC | 669K | $47.79M |
 | CTOS | 649K | $4.17M |
 | WRBY | 646K | $17.82M |
 | PL | 631K | $8.19M |
 | MOD | 602K | $85.65M |
 | NUS | 597K | $7.27M |
 | KTOS | 596K | $54.47M |
 | FLEX | 596K | $34.54M |
 | VNET | 567K | $5.86M |
 | AAOI | 546K | $14.16M |
Similarweb Ltd.
SMWB
Shares Held
1.18M
Value
$10.96M
Opera Limited
OPRA
Shares Held
1.12M
Value
$23.20M
Zeta Global Holdings Corp.
ZETA
Shares Held
1.03M
Value
$20.37M
CareDx, Inc
CDNA
Shares Held
934K
Value
$13.57M
Vishay Precision Group, Inc.
VPG
Shares Held
823K
Value
$26.39M
Shoals Technologies Group, Inc.
SHLS
Shares Held
815K
Value
$6.04M
Wolverine World Wide, Inc.
WWW
Shares Held
797K
Value
$21.86M
nLIGHT, Inc.
LASR
Shares Held
770K
Value
$22.81M
i3 Verticals, Inc.
IIIV
Shares Held
748K
Value
$24.27M
Bandwidth Inc.
BAND
Shares Held
746K
Value
$12.43M
Semtech Corporation
SMTC
Shares Held
669K
Value
$47.79M
Custom Truck One Source, Inc.
CTOS
Shares Held
649K
Value
$4.17M
Warby Parker Inc.
WRBY
Shares Held
646K
Value
$17.82M
Planet Labs PBC
PL
Shares Held
631K
Value
$8.19M
Modine Manufacturing Company
MOD
Shares Held
602K
Value
$85.65M
Nu Skin Enterprises, Inc.
NUS
Shares Held
597K
Value
$7.27M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
596K
Value
$54.47M
Flex Ltd.
FLEX
Shares Held
596K
Value
$34.54M
VNET Group, Inc.
VNET
Shares Held
567K
Value
$5.86M
Applied Optoelectronics, Inc.
AAOI
Shares Held
546K
Value
$14.16M