Portolan Capital Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kratos Defense & Security Solutions, Inc. with a value of $61.7M, E.L.F. Beauty, Inc. with a value of $58.1M, Aero Vironment Inc with a value of $51M, Modine Manufacturing CO with a value of $48.5M, and Ttm Technologies Inc with a value of $45.9M.

Examining the 13F form we can see an increase of $161M in the current position value, from $1.22B to 1.38B.

Portolan Capital Management, LLC is based out at Boston, MA

Below you can find more details about Portolan Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Billion
Technology: $357 Million
Consumer Cyclical: $272 Million
Industrials: $246 Million
Healthcare: $203 Million
Financial Services: $90.8 Million
Consumer Defensive: $90.2 Million
Communication Services: $87.9 Million
Energy: $13.2 Million
Other: $24.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $1.38 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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