PORTOLAN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RDDT | 35K | $7.95M |
 | FN | 29K | $10.49M |
 | TPR | 26K | $2.93M |
 | UTHR | 18K | $7.58M |
 | WLDN | 17K | $1.68M |
 | NTRA | 16K | $2.51M |
 | SITM | 16K | $4.67M |
 | CWST | 15K | $1.44M |
 | GDS | 14K | $544.28K |
 | LMT | 13K | $6.24M |
 | META | 12K | $8.58M |
 | ORCL | 10K | $2.69M |
 | GOOG | 7K | $1.70M |
 | BXC | 7K | $489.64K |
 | MSFT | 6K | $3.09M |
 | LHX | 5K | $1.54M |
 | BIDU | 5K | $603.51K |
Reddit, Inc.
RDDT
Shares Held
35K
Value
$7.95M
Fabrinet
FN
Shares Held
29K
Value
$10.49M
Tapestry, Inc.
TPR
Shares Held
26K
Value
$2.93M
United Therapeutics Corporation
UTHR
Shares Held
18K
Value
$7.58M
Willdan Group, Inc.
WLDN
Shares Held
17K
Value
$1.68M
Natera, Inc.
NTRA
Shares Held
16K
Value
$2.51M
SiTime Corporation
SITM
Shares Held
16K
Value
$4.67M
Casella Waste Systems, Inc.
CWST
Shares Held
15K
Value
$1.44M
GDS Holdings Limited
GDS
Shares Held
14K
Value
$544.28K
Lockheed Martin Corporation
LMT
Shares Held
13K
Value
$6.24M
Meta Platforms, Inc.
META
Shares Held
12K
Value
$8.58M
Oracle Corporation
ORCL
Shares Held
10K
Value
$2.69M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.70M
BlueLinx Holdings Inc.
BXC
Shares Held
7K
Value
$489.64K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.09M
L3Harris Technologies, Inc.
LHX
Shares Held
5K
Value
$1.54M
Baidu, Inc.
BIDU
Shares Held
5K
Value
$603.51K