Stock Taper 
PORTOLAN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IES Holdings, Inc. | IESC | 1.94K | $1.43M |
 L3Harris Technologies, Inc. | LHX | 2.16K | $626.8K |
 Alphabet Inc. | GOOG | 5.71K | $2.02M |
 Lumentum Holdings Inc. | LITE | 5.82K | $5M |
 Fabrinet | FN | 6.42K | $3.61M |
 Natera, Inc. | NTRA | 8.53K | $2.32M |
 GDS Holdings Limited | GDS | 9.12K | $273.87K |
 Meta Platforms, Inc. | META | 10.15K | $5.72M |
 Applied Optoelectronics, Inc. | AAOI | 11.97K | $1.77M |
 Talos Energy Inc. | TALO | 13.3K | $171.7K |
 Guardant Health, Inc. | GH | 13.9K | $2.08M |
 Lincoln Educational Services Corporation | LINC | 14.01K | $698.95K |
 Casella Waste Systems, Inc. | CWST | 14.69K | $1.42M |
 Ciena Corporation | CIEN | 15.27K | $7.49M |
 Generac Holdings Inc. | GNRC | 16.85K | $4.93M |
 Materion Corporation | MTRN | 20.86K | $6.2M |
 Everus Construction Group, Inc. | ECG | 23.57K | $3.91M |
 Ultra Clean Holdings, Inc. | UCTT | 24.83K | $3.54M |
 Novanta Inc. | NOVT | 26.97K | $4.38M |
 Nextpower Inc. | NXT | 27.1K | $3.23M |