Portolan Capital Management, LLC
BOSTON MA · SEC CIK 0001350290
$18.79亿2026Q1 申报市值
144持仓数
28.0%前十大占比 · 第一大 4.8%
28 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PARR 新建仓+$4,346.18万
PBF 新建仓+$3,809.59万
VIRT 加仓+$3,674.99万
CRGY 加仓+$3,457.68万
MUSA 新建仓+$2,376.34万
2026Q1 卖出最多 按季末市值估算
TTMI 减仓-$4,083.73万
MOD 减仓-$2,684.06万
LASR 减仓-$2,080.41万
FSLR 清仓-$2,057.47万
TSEM 减仓-$2,044.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MOD | MODINE MFG CO | $8,930.45万 | 4.75% | 412,092 | -123,855 | -23.1% | -$2,684.06万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $7,087.25万 | 3.77% | 727,494 | -419,188 | -36.6% | -$4,083.73万 | 减仓 |
| CLS | CELESTICA INC | $5,573.40万 | 2.97% | 197,863 | 25,588 | 14.9% | $720.76万 | 加仓 |
| VIRT | VIRTU FINL INC | $5,329.88万 | 2.84% | 1,211,887 | 835,604 | 222.1% | $3,674.99万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $4,863.23万 | 2.59% | 423,442 | -100,879 | -19.2% | -$1,158.60万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $4,428.27万 | 2.36% | 1,019,868 | 142,199 | 16.2% | $617.43万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $4,346.18万 | 2.31% | 693,834 | 693,834 | — | $4,346.18万 | 新建仓 |
| POWL | POWELL INDS INC | $4,103.01万 | 2.18% | 75,830 | -3,286 | -4.2% | -$177.80万 | 减仓 |
| BIDU | BAIDU INC | $4,082.75万 | 2.17% | 366,429 | 102,748 | 39.0% | $1,144.82万 | 加仓 |
| PBF | PBF ENERGY INC | $3,809.59万 | 2.03% | 799,998 | 799,998 | — | $3,809.59万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3,761.57万 | 2.00% | 63,435 | 26,682 | 72.6% | $1,582.19万 | 加仓 |
| — | THE REAL BROKERAGE INC | $3,629.96万 | 1.93% | 14,519,848 | 3,740,005 | 34.7% | $935.00万 | 加仓 |
| GOOS | CANADA GOOSE HLDGS INC | $3,530.45万 | 1.88% | 3,218,277 | 1,079,373 | 50.5% | $1,184.07万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $3,511.54万 | 1.87% | 2,601,142 | 2,561,242 | 6,419.2% | $3,457.68万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $3,314.94万 | 1.76% | 1,350,283 | -379,180 | -21.9% | -$930.89万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $3,165.90万 | 1.68% | 417,390 | -58,399 | -12.3% | -$442.96万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $3,005.31万 | 1.60% | 2,180,924 | 893,637 | 69.4% | $1,231.43万 | 加仓 |
| LUXE | LUXEXPERIENCE BV | $2,987.15万 | 1.59% | 3,733,943 | 1,073,269 | 40.3% | $858.62万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $2,900.72万 | 1.54% | 443,128 | -23,785 | -5.1% | -$155.70万 | 减仓 |
| FN | FABRINET | $2,856.00万 | 1.52% | 54,763 | 43,885 | 403.4% | $2,288.69万 | 加仓 |
| ECO | OKEANIS ECO TANKERS COR | $2,726.09万 | 1.45% | 538,860 | 377,045 | 233.0% | $1,907.47万 | 加仓 |
| TLN | TALEN ENERGY CORP | $2,604.09万 | 1.39% | 81,574 | 6,590 | 8.8% | $210.37万 | 加仓 |
| SMTC | SEMTECH CORP | $2,555.26万 | 1.36% | 332,327 | -176,328 | -34.7% | -$1,355.79万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $2,482.48万 | 1.32% | 237,036 | 106,794 | 82.0% | $1,118.45万 | 加仓 |
| MUSA | MURPHY USA INC | $2,376.34万 | 1.26% | 48,107 | 48,107 | — | $2,376.34万 | 新建仓 |
| BIIB | BIOGEN INC | $2,172.11万 | 1.16% | 118,481 | 33,491 | 39.4% | $613.99万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $2,102.16万 | 1.12% | 301,212 | 110,416 | 57.9% | $770.59万 | 加仓 |
| QLYS | QUALYS INC | $2,099.86万 | 1.12% | 239,028 | 187,173 | 361.0% | $1,644.31万 | 加仓 |
| JBL | JABIL INC | $2,050.58万 | 1.09% | 77,197 | 6,532 | 9.2% | $173.51万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2,039.83万 | 1.09% | 213,796 | 213,796 | — | $2,039.83万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $1,994.70万 | 1.06% | 1,091,788 | 1,091,788 | — | $1,994.70万 | 新建仓 |
| NOK | NOKIA CORP | $1,924.75万 | 1.02% | 2,393,970 | 1,317,848 | 122.5% | $1,059.55万 | 加仓 |
| ALNT | ALLIENT INC | $1,911.28万 | 1.02% | 323,453 | 21,565 | 7.1% | $127.43万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $1,868.47万 | 0.99% | 130,626 | 24,910 | 23.6% | $356.31万 | 加仓 |
| DAVE | DAVE INC | $1,835.64万 | 0.98% | 105,442 | 61,441 | 139.6% | $1,069.63万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,831.93万 | 0.97% | 259,811 | -34,195 | -11.6% | -$241.11万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $1,805.42万 | 0.96% | 1,176,936 | -68,831 | -5.5% | -$105.59万 | 减仓 |
| ADEA | ADEIA INC | $1,752.89万 | 0.93% | 729,461 | 473,253 | 184.7% | $1,137.23万 | 加仓 |
| UPWK | UPWORK INC | $1,721.33万 | 0.92% | 1,570,560 | 850,916 | 118.2% | $932.60万 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $1,583.35万 | 0.84% | 733,372 | 339,873 | 86.4% | $733.79万 | 加仓 |
| PRCH | PORCH GROUP INC | $1,537.89万 | 0.82% | 2,144,890 | 61,835 | 3.0% | $44.34万 | 加仓 |
| HAFN | HAFNIA LTD | $1,481.02万 | 0.79% | 1,948,717 | 1,948,717 | — | $1,481.02万 | 新建仓 |
| MEC | MAYVILLE ENGR CO INC | $1,473.94万 | 0.78% | 821,136 | 308,374 | 60.1% | $553.53万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $1,418.22万 | 0.75% | 2,894,325 | 1,198,958 | 70.7% | $587.49万 | 加仓 |
| LASR | NLIGHT INC | $1,286.23万 | 0.68% | 225,576 | -364,857 | -61.8% | -$2,080.41万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $1,236.42万 | 0.66% | 2,791,018 | -147,101 | -5.0% | -$65.17万 | 减仓 |
| AS | AMER SPORTS INC | $1,177.96万 | 0.63% | 357,826 | 357,826 | — | $1,177.96万 | 新建仓 |
| EBAY | EBAY INC. | $1,147.73万 | 0.61% | 126,096 | 67,952 | 116.9% | $618.50万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1,124.37万 | 0.60% | 410,655 | 165,620 | 67.6% | $453.47万 | 加仓 |
| ENVA | ENOVA INTL INC | $1,099.18万 | 0.58% | 80,923 | -16,924 | -17.3% | -$229.88万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $1,094.03万 | 0.58% | 698,166 | 70,147 | 11.2% | $109.92万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1,086.39万 | 0.58% | 1,795,688 | 1,795,688 | — | $1,086.39万 | 新建仓 |
| WRBY | WARBY PARKER INC | $1,054.99万 | 0.56% | 500,706 | -731,467 | -59.4% | -$1,541.20万 | 减仓 |
| BELFB | BEL FUSE INC | $1,052.66万 | 0.56% | 53,170 | -86,343 | -61.9% | -$1,709.42万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1,043.58万 | 0.56% | 1,040,462 | -1,291,722 | -55.4% | -$1,295.60万 | 减仓 |
| QTRX | QUANTERIX CORP | $1,036.93万 | 0.55% | 2,945,823 | -1,579,730 | -34.9% | -$556.06万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $1,010.74万 | 0.54% | 53,975 | 30,877 | 133.7% | $578.20万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $1,000.73万 | 0.53% | 295,636 | 295,636 | — | $1,000.73万 | 新建仓 |
| TWLO | TWILIO INC | $940.74万 | 0.50% | 74,769 | 74,769 | — | $940.74万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $937.06万 | 0.50% | 214,284 | -253,779 | -54.2% | -$1,109.78万 | 减仓 |
| HNST | HONEST CO INC | $895.48万 | 0.48% | 3,045,834 | -1,758,372 | -36.6% | -$516.96万 | 减仓 |
| — | FORRESTER RESH INC | $872.36万 | 0.46% | 1,541,276 | 835,527 | 118.4% | $472.91万 | 加仓 |
| — | OPEN LENDING CORP | $862.86万 | 0.46% | 6,902,888 | 2,166,258 | 45.7% | $270.78万 | 加仓 |
| MOG/A | MOOG INC | $861.44万 | 0.46% | 29,437 | 29,437 | — | $861.44万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $857.94万 | 0.46% | 253,379 | 253,379 | — | $857.94万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $849.46万 | 0.45% | 101,646 | 101,646 | — | $849.46万 | 新建仓 |
| ELF | E L F BEAUTY INC | $828.58万 | 0.44% | 136,707 | -55,615 | -28.9% | -$337.08万 | 减仓 |
| DGII | DIGI INTL INC | $820.63万 | 0.44% | 170,256 | -67,294 | -28.3% | -$324.36万 | 减仓 |
| GHM | GRAHAM CORP | $817.26万 | 0.43% | 103,556 | 103,556 | — | $817.26万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $774.14万 | 0.41% | 486,271 | -832,526 | -63.1% | -$1,325.38万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $755.29万 | 0.40% | 221,232 | 221,232 | — | $755.29万 | 新建仓 |
| RPAY | REPAY HLDGS CORP | $742.61万 | 0.40% | 2,856,178 | 65,897 | 2.4% | $17.13万 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $740.47万 | 0.39% | 710,626 | 92 | 0.0% | $959 | 加仓 |
| WLDN | WILLDAN GROUP INC | $719.39万 | 0.38% | 93,964 | 36,351 | 63.1% | $278.30万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $718.28万 | 0.38% | 77,168 | 77,168 | — | $718.28万 | 新建仓 |
| CIEN | CIENA CORP | $716.91万 | 0.38% | 18,466 | -38,015 | -67.3% | -$1,475.86万 | 减仓 |
| PACK | RANPAK HOLDINGS CORP | $695.32万 | 0.37% | 1,947,681 | -3,049 | -0.2% | -$1.09万 | 减仓 |
| VNET | VNET GROUP INC | $692.59万 | 0.37% | 825,490 | 18,690 | 2.3% | $15.68万 | 加仓 |
| ONON | ON HLDG AG | $688.71万 | 0.37% | 202,444 | 202,444 | — | $688.71万 | 新建仓 |
| NXT | NEXTPOWER INC | $684.09万 | 0.36% | 56,747 | -23,042 | -28.9% | -$277.77万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $664.52万 | 0.35% | 150,141 | 37,065 | 32.8% | $164.05万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $658.74万 | 0.35% | 102,575 | 46,799 | 83.9% | $300.54万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $636.33万 | 0.34% | 32,219 | -5,468 | -14.5% | -$107.99万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $629.54万 | 0.34% | 251,716 | -3,402 | -1.3% | -$8.51万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $597.01万 | 0.32% | 204,244 | 204,244 | — | $597.01万 | 新建仓 |
| CDNA | CAREDX INC | $590.85万 | 0.31% | 340,352 | -418,423 | -55.1% | -$726.38万 | 减仓 |
| BL | BLACKLINE INC | $588.40万 | 0.31% | 159,026 | 159,026 | — | $588.40万 | 新建仓 |
| META | META PLATFORMS INC | $587.06万 | 0.31% | 10,261 | -57 | -0.6% | -$3.26万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $583.99万 | 0.31% | 164,597 | 566 | 0.3% | $2.01万 | 重新持有 |
| — | DIGITALBRIDGE GROUP INC | $575.37万 | 0.31% | 373,130 | -451,816 | -54.8% | -$696.70万 | 减仓 |
| IESC | IES HOLDINGS INC | $565.52万 | 0.30% | 11,869 | 77 | 0.7% | $3.67万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $562.29万 | 0.30% | 32,043 | -116,482 | -78.4% | -$2,044.03万 | 减仓 |
| AMBA | AMBARELLA INC | $559.79万 | 0.30% | 108,749 | 54,507 | 100.5% | $280.57万 | 加仓 |
| CENX | CENTURY ALUM CO | $557.78万 | 0.30% | 95,039 | 95,039 | — | $557.78万 | 新建仓 |
| TALO | TALOS ENERGY INC | $543.01万 | 0.29% | 344,549 | 225,449 | 189.3% | $355.31万 | 加仓 |
| — | TELIX PHARMACEUTICAL LTD | $517.99万 | 0.28% | 541,267 | 541,267 | — | $517.99万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $501.36万 | 0.27% | 128,819 | 128,819 | — | $501.36万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $492.04万 | 0.26% | 26,880 | -49,078 | -64.6% | -$898.37万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $485.37万 | 0.26% | 145,844 | 145,844 | — | $485.37万 | 新建仓 |
| XPEV | XPENG INC | $471.26万 | 0.25% | 275,432 | 178,505 | 184.2% | $305.42万 | 加仓 |