Fund HoldingsPortolan Capital Management, LLC

Total Portfolio Value
$1.38B
Total Bought
$512.63M
Total Sold
$393.44M
Net Transaction
+$119.19M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TALEN ENERGY CORP(TLN)0221,145+221,145039,4172.86%+39,417
RADNET INC(RDNT)101,347491,358+390,0115,97134,0952.47%+28,124
GDS HLDGS LTD(GDS)01,302,533+1,302,533026,5721.93%+26,572
LANTHEUS HLDGS INC(LNTH)632,105670,881+38,77650,75273,6295.34%+22,877
PHATHOM PHARMACEUTICALS INC1,130,0891,699,918+569,82911,64030,7352.23%+19,095
ALIGN TECHNOLOGY INC060,386+60,386015,3571.11%+15,357
COMPASS INC(COMP)02,287,336+2,287,336013,9761.01%+13,976
GE HEALTHCARE TECHNOLOGIES I(GEHC)0136,625+136,625012,8220.93%+12,822
SPORTRADAR GROUP AG(SRAD)0995,953+995,953012,0610.87%+12,061
VIRTU FINL INC(VIRT)0391,272+391,272011,9180.86%+11,918
AMPHASTAR PHARMACEUTICALS IN(AMPH)108,863327,764+218,9014,35515,9061.15%+11,552
MARINEMAX INC0319,576+319,576011,2710.82%+11,271
EXTREME NETWORKS(EXTR)360,1041,060,828+700,7244,84315,9441.16%+11,101
AVID BIOSERVICES INC1,820,7792,093,991+273,21213,00023,8301.73%+10,829
CASTLE BIOSCIENCES INC(CSTL)1,210,9521,255,628+44,67626,36235,8112.60%+9,448
GENIUS SPORTS LIMITED
SHARES CL A
2,898,3463,170,891+272,54515,79624,8601.80%+9,064
KRATOS DEFENSE &SEC SOLUTIO(KTOS)1,630,4211,776,740+146,31932,62541,3983.00%+8,773
CELLEBRITE DI LTD(CLBT)1,020,9521,224,020+203,06812,20020,6121.49%+8,412
BOWLERO CORP(LUCK)0705,357+705,35708,2810.60%+8,281
ZETA GLOBAL HOLDINGS CORP(ZETA)1,919,1901,405,132-514,05833,87441,9153.04%+8,041
QUANTERIX CORP1,918,0302,520,686+602,65625,33732,6682.37%+7,331
SWEETGREEN INC0555,569+555,569019,6951.43%+19,695
GENERAC HLDGS INC(GNRC)044,225+44,22507,0260.51%+7,026
MGP INGREDIENTS INC NEW081,400+81,40006,7770.49%+6,777
BAIDU INC0132,066+132,066013,9051.01%+13,905
MATCH GROUP INC NEW(MTCH)0173,414+173,41406,5620.48%+6,562
CORE SCIENTIFIC INC NEW(CORZ)0551,977+551,97706,5460.47%+6,546
BEL FUSE INC54,237120,858+66,6213,5389,4890.69%+5,950
MDU RES GROUP INC(MDU)262,014445,288+183,2746,57712,2050.88%+5,629
KURA SUSHI USA INC0216,530+216,530017,4441.26%+17,444
HEALTH CATALYST INC0663,602+663,60205,4020.39%+5,402
DOUGLAS ELLIMAN INC02,910,906+2,910,90605,3270.39%+5,327
TECNOGLASS INC(TGLS)0290,880+290,880019,9721.45%+19,972
LIMBACH HLDGS INC72,352123,354+51,0024,1199,3450.68%+5,226
RH(RH)015,480+15,48005,1770.38%+5,177
COUCHBASE INC0874,795+874,795014,1021.02%+14,102
TXNM ENERGY INC(TXNM)0115,360+115,36005,0490.37%+5,049
EBAY INC.(EBAY)076,760+76,76004,9980.36%+4,998
VERTIV HOLDINGS CO(VRT)102,466138,877+36,4118,87013,8171.00%+4,946
MYRIAD GENETICS INC0179,634+179,63404,9200.36%+4,920
OPERA LTD(OPRA)435,464711,820+276,3566,11410,9980.80%+4,884
ROYALTY PHARMA PLC(RPRX)0170,464+170,46404,8220.35%+4,822
MAMAS CREATIONS INC344,024953,629+609,6052,3196,9610.50%+4,643
O-I GLASS INC(OI)0353,166+353,16604,6340.34%+4,634
CACI INTL INC(CACI)08,476+8,47604,2770.31%+4,277
FLEX LTD(FLEX)356,839440,856+84,01710,52314,7381.07%+4,215
UNIVERSAL STAINLESS &ALLOY0104,916+104,91604,0530.29%+4,053
CROCS INC(CROX)091,776+91,776013,2900.96%+13,290
PARSONS CORP DEL(PSN)037,597+37,59703,8980.28%+3,898
TOPGOLF CALLAWAY BRANDS CORP(CALY)0351,691+351,69103,8620.28%+3,862
VIKING THERAPEUTICS INC(VKTX)79,422125,762+46,3404,2107,9620.58%+3,752
HONEST CO INC07,668,350+7,668,350027,3761.98%+27,376
WEX INC(WEX)12,86326,870+14,0072,2795,6350.41%+3,357
BRIGHTVIEW HLDGS INC(BV)485,165620,515+135,3506,4539,7670.71%+3,314
DIGITALBRIDGE GROUP INC(DBRG)0234,238+234,23803,3100.24%+3,310
SONOS INC(SONO)0264,831+264,83103,2550.24%+3,255
QUINSTREET INC(QNST)731,285801,693+70,40812,13215,3361.11%+3,204
AMERICAS CAR-MART INC076,264+76,26403,1970.23%+3,197
DRAFTKINGS INC NEW(DKNG)081,364+81,36403,1890.23%+3,189
PRIMORIS SVCS CORP(PRIM)126,542163,090+36,5486,3139,4720.69%+3,159
ORTHOPEDIATRICS CORP185,329308,099+122,7705,3308,3530.61%+3,023
JAKKS PAC INC0109,203+109,20302,7870.20%+2,787
BWX TECHNOLOGIES INC(BWXT)024,632+24,63202,6770.19%+2,677
MIRION TECHNOLOGIES INC(MIR)0236,975+236,97502,6230.19%+2,623
SPORTSMANS WHSE HLDGS INC0946,313+946,31302,5650.19%+2,565
REMITLY GLOBAL INC(RELY)179,892353,054+173,1622,1804,7270.34%+2,547
APPLIED OPTOELECTRONICS INC(AAOI)0658,592+658,59209,4240.68%+9,424
ESTABLISHMENT LABS HLDGS INC(ESTA)056,533+56,53302,4460.18%+2,446
LINDBLAD EXPEDITIONS HLDGS I(LIND)0259,343+259,34302,3990.17%+2,399
SLM CORP(SLM)318,697394,437+75,7406,6269,0210.65%+2,395
SEMTECH CORP(SMTC)64,18294,036+29,8541,9184,2940.31%+2,376
ENOVA INTL INC(ENVA)122,081118,056-4,0257,6009,8920.72%+2,292
KEMPER CORP(KMPB)286,316313,300+26,98416,98719,1901.39%+2,202
MATRIX SVC CO0509,059+509,05905,8690.43%+5,869
MARAVAI LIFESCIENCES HLDGS I(MRVI)1,846,1401,792,529-53,61113,21814,8961.08%+1,678
SUNOPTA INC
COM
01,255,931+1,255,93108,0130.58%+8,013
POTBELLY CORP0902,529+902,52907,5270.55%+7,527
APPLIED DIGITAL CORP756,556672,254-84,3024,5025,5460.40%+1,045
NORTHERN OIL &GAS INC(NOG)267,170307,240+40,0709,93110,8790.79%+949
PORCH GROUP INC(PRCH)0399,219+399,21906130.04%+613
BIO RAD LABS INC021,900+21,90007,3270.53%+7,327
CHAMPION HOMES INC(SKY)44,42634,009-10,4173,0103,2260.23%+216
1STDIBS COM INC660,953707,652+46,6992,9683,1210.23%+153
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)41,38442,564+1,1806,4356,5430.47%+108
BLUELINX HLDGS INC4,2294,055-1743944270.03%+34
I3 VERTICALS INC0653,072+653,072013,9171.01%+13,917
MICROSOFT CORP(MSFT)5,3005,538+2382,3692,3830.17%+14
ALPHABET INC(GOOG)6,1716,754+5831,1321,1290.08%-3
CASELLA WASTE SYS INC(CWST)15,68215,392-2901,5561,5310.11%-25
HARVARD BIOSCIENCE INC12,0000-12,000340-34
NERDY INC000000
OATLY GROUP AB4,384,0794,745,911+361,8324,1214,0550.29%-66
GEN RESTAURENT GROUP366,118372,759+6,6413,3173,1460.23%-171
MYT NETHERLANDS PARENT B V(LUXE)1,382,8161,805,758+422,9427,0526,8800.50%-172
NAVIGATOR HLDGS LTD(NVGS)287,156300,408+13,2525,0144,8280.35%-186
NAVIOS MARITIME PARTNERS L P(NMM)101,09079,221-21,8695,1594,9620.36%-197
MODINE MFG CO(MOD)278,825208,766-70,05927,93527,7222.01%-213
ORION GROUP HLDGS INC1,267,8221,985,355+717,53312,05711,4550.83%-601
FORRESTER RESH INC0206,599+206,59903,7210.27%+3,721
IDENTIV INC01,008,220+1,008,22003,5590.26%+3,559
Page 1 of 1