Fund HoldingsPortolan Capital Management, LLC

Total Portfolio Value
$1.21B
Total Bought
$337.64M
Total Sold
$420.76M
Net Transaction
-$83.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CELESTICA INC(CLS)0753,116+753,116043,1763.56%+43,176
LANTHEUS HLDGS INC(LNTH)525,742632,105+106,36332,72250,7524.18%+18,030
TTM TECHNOLOGIES INC(TTMI)517,9431,192,680+674,7378,10623,1741.91%+15,068
ORION GROUP HLDGS INC01,267,822+1,267,822012,0570.99%+12,057
REDDIT INC(RDDT)0186,046+186,046011,8860.98%+11,886
PHATHOM PHARMACEUTICALS INC01,130,089+1,130,089011,6400.96%+11,640
IES HLDGS INC(IESC)069,455+69,45509,6770.80%+9,677
MITEK SYS INC(MITK)0742,728+742,72808,3040.68%+8,304
ZETA GLOBAL HOLDINGS CORP(ZETA)2,349,4621,919,190-430,27225,68033,8742.79%+8,194
KEMPER CORP(KMPB)146,171286,316+140,1459,05116,9871.40%+7,936
TECK RESOURCES LTD(TECK)0158,961+158,96107,6140.63%+7,614
MARAVAI LIFESCIENCES HLDGS INC(MRVI)680,4561,846,140+1,165,6845,90013,2181.09%+7,319
AVID BIOSERVICES INC866,8851,820,779+953,8945,80813,0001.07%+7,192
MDU RES GROUP INC(MDU)0262,014+262,01406,5770.54%+6,577
INFINERA CORP01,077,664+1,077,66406,5630.54%+6,563
PRIMORIS SVCS CORP(PRIM)0126,542+126,54206,3130.52%+6,313
VEREN INC0791,988+791,98806,2330.51%+6,233
OPERA LTD(OPRA)0435,464+435,46406,1140.50%+6,114
QUINSTREET INC(QNST)0731,285+731,285012,1321.00%+12,132
SLM CORP(SLM)40,419318,697+278,2788816,6260.55%+5,745
DELL TECHNOLOGIES INC(DELL)59,56989,992+30,4236,79712,4111.02%+5,613
AKAMAI TECHNOLOGIES INC(AKAM)059,716+59,71605,3790.44%+5,379
BIOLIFE SOLUTIONS INC(BLFS)871,5371,004,228+132,69116,16721,5211.77%+5,354
SUPER HI INTL HLDG LTD0296,540+296,54005,3380.44%+5,338
ORTHOPEDIATRICS CORP0185,329+185,32905,3300.44%+5,330
NVENT ELECTRIC PLC(NVT)285,196348,556+63,36021,50426,7032.20%+5,199
ALPHA &OMEGA SEMICONDUCTOR(AOSL)0137,995+137,99505,1570.42%+5,157
GATES INDL CORP PLC
ORD SHS
217,032558,192+341,1603,8448,8250.73%+4,981
EXTREME NETWORKS(EXTR)0360,104+360,10404,8430.40%+4,843
MYT NETHERLANDS PARENT B V(LUXE)711,9951,382,816+670,8212,2647,0520.58%+4,788
AMERICAN INTL GROUP INC127,177195,168+67,9919,94114,4891.19%+4,548
OATLY GROUP AB04,384,079+4,384,07904,1210.34%+4,121
LIMBACH HLDGS INC072,352+72,35204,1190.34%+4,119
AEROVIRONMENT INC46,25861,280+15,0227,09011,1630.92%+4,072
ACM RESH INC(ACMR)538,433855,835+317,40215,69019,7361.63%+4,046
AMKOR TECHNOLOGY INC098,394+98,39403,9380.32%+3,938
PACIRA BIOSCIENCES INC(PCRX)0131,901+131,90103,7740.31%+3,774
ORACLE CORP(ORCL)52,31372,110+19,7976,57110,1820.84%+3,611
ARCTURUS THERAPEUTICS HLDGS244,659484,907+240,2488,26211,8070.97%+3,545
KRATOS DEFENSE & SEC SOLUTIONS(KTOS)1,584,6911,630,421+45,73029,12732,6252.69%+3,498
PAYONEER GLOBAL INC(PAYO)01,677,402+1,677,40209,2930.77%+9,293
CASTLE BIOSCIENCES INC(CSTL)1,043,4101,210,952+167,54223,11226,3622.17%+3,251
GENIUS SPORTS LIMITED
SHARES CL A
02,898,346+2,898,346015,7961.30%+15,796
CELSIUS HLDGS INC(CELH)99,262196,493+97,2318,23111,2180.92%+2,987
MODINE MFG CO(MOD)0278,825+278,825027,9352.30%+27,935
MAMAS CREATIONS INC0344,024+344,02402,3190.19%+2,319
WEX INC(WEX)012,863+12,86302,2790.19%+2,279
SILICON MOTION TECHNOLOGY CO(SIMO)159,963170,246+10,28312,30813,7881.14%+1,481
RADNET INC(RDNT)93,981101,347+7,3664,5735,9710.49%+1,398
TELOS CORP MD01,110,557+1,110,55704,4640.37%+4,464
WESTERN DIGITAL CORP.(WDC)375,140355,997-19,14325,60026,9742.22%+1,374
NAVIOS MARITIME PARTNERS L P(NMM)98,902101,090+2,1884,2155,1590.42%+943
AMPHASTAR PHARMACEUTICALS IN(AMPH)0108,863+108,86304,3550.36%+4,355
NAVIGATOR HLDGS LTD(NVGS)309,005287,156-21,8494,7435,0140.41%+271
ALPHABET INC(GOOG)6,1726,171-19401,1320.09%+192
MICROSOFT CORP(MSFT)5,3025,300-22,2312,3690.20%+138
INTERNATIONAL SEAWAYS INC(INSW)102,80393,191-9,6125,4695,5100.45%+41
CASELLA WASTE SYS INC(CWST)15,69115,682-91,5511,5560.13%+5
RICHARDSON ELECTRS LTD000000
BLUELINX HLDGS INC4,2294,22905513940.03%-157
ENOVA INTL INC(ENVA)123,513122,081-1,4327,7607,6000.63%-161
PLBY GROUP INC289,3540-289,3543040-304
NATERA INC(NTRA)201,218166,577-34,64118,40318,0391.49%-365
META PLATFORMS INC(META)25,42523,661-1,76412,34611,9300.98%-416
SKECHERS U S A INC214,075183,190-30,88513,11412,6621.04%-452
INDIE SEMICONDUCTOR INC02,040,951+2,040,951012,5931.04%+12,593
CELLEBRITE DI LTD(CLBT)1,143,6721,020,952-122,72012,67212,2001.00%-472
MAXCYTE INC01,687,650+1,687,65006,6160.54%+6,616
APPLIED DIGITAL CORP0756,556+756,55604,5020.37%+4,502
TH INTERNATIONAL LIMITED000000
1STDIBS COM INC654,677660,953+6,2763,9022,9680.24%-934
GEN RESTAURENT GROUP365,662366,118+4564,2713,3170.27%-954
ICAD INC1,208,266653,372-554,8941,9458490.07%-1,096
ELDORADO GOLD CORP(EGO)575,457472,142-103,3158,0976,9830.57%-1,114
SCORPIO TANKERS INC(STNG)119,03390,006-29,0278,5177,3170.60%-1,200
REPAY HLDGS CORP815,507715,111-100,3968,9717,5520.62%-1,419
REMITLY GLOBAL INC(RELY)175,827179,892+4,0653,6472,1800.18%-1,466
PAGAYA TECHNOLOGIES LTD(PGY)149,5840-149,5841,5110-1,511
OPKO HEALTH INC(OPK)3,241,4181,886,749-1,354,6693,8902,3580.19%-1,531
VERTIV HOLDINGS CO(VRT)129,923102,466-27,45710,6118,8700.73%-1,740
FLEX LTD(FLEX)430,205356,839-73,36612,30810,5230.87%-1,785
NORTHERN OIL & GAS INC(NOG)296,721267,170-29,55111,7749,9310.82%-1,843
SHIFT4 PMTS INC(FOUR)239,309187,500-51,80915,81113,7531.13%-2,058
LANTRONIX INC578,1800-578,1802,0580-2,058
QUANTERIX CORP01,918,030+1,918,030025,3372.09%+25,337
CUSTOM TRUCK ONE SOURCE INC(CTOS)1,244,2821,186,380-57,9027,2425,1610.42%-2,081
BRIGHTVIEW HLDGS INC(BV)720,380485,165-235,2158,5736,4530.53%-2,120
SEMTECH CORP(SMTC)165,91764,182-101,7354,5611,9180.16%-2,643
PORCH GROUP INC(PRCH)000000
MICRON TECHNOLOGY INC(MU)159,744121,103-38,64118,83215,9291.31%-2,904
HARVARD BIOSCIENCE INC697,84012,000-685,8402,959340.00%-2,925
BEL FUSE INC054,237+54,23703,5380.29%+3,538
E L F BEAUTY INC(ELF)0139,649+139,649029,4272.42%+29,427
DOUGLAS ELLIMAN INC000000
ANGLOGOLD ASHANTI PLC(AU)538,657331,286-207,37111,9588,3250.69%-3,633
ALARM COM HLDGS INC50,2010-50,2013,6380-3,638
HUDSON TECHNOLOGIES INC0442,896+442,89603,8930.32%+3,893
VIKING THERAPEUTICS INC(VKTX)97,58379,422-18,1618,0024,2100.35%-3,792
TAKE-TWO INTERACTIVE SOFTWARE(TTWO)041,384+41,38406,4350.53%+6,435
SKYLINE CHAMPION CORPORATION(SKY)80,64744,426-36,2216,8563,0100.25%-3,846
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