Portolan Capital Management, LLC
BOSTON MA · SEC CIK 0001350290
$26.71亿2026Q2 申报市值
148持仓数
29.0%前十大占比 · 第一大 5.7%
30 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VIRT 加仓+$5,541.96万
FOUR 加仓+$4,376.78万
PENG 新建仓+$4,151.46万
QLYS 加仓+$3,997.92万
ENVA 加仓+$2,837.53万
2026Q2 卖出最多 按季末市值估算
TTMI 减仓-$4,108.01万
PBF 清仓-$3,809.59万
CRGY 清仓-$3,511.54万
FLEX 减仓-$3,469.93万
BIDU 减仓-$3,092.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MBLY | MOBILEYE GLOBAL INC | $698.26万 | 0.26% | 721,338 | 43,203 | 6.4% | $41.82万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $667.56万 | 0.25% | 84,394 | -9,570 | -10.2% | -$75.70万 | 减仓 |
| HNST | HONEST CO INC | $636.89万 | 0.24% | 1,740,146 | -1,305,688 | -42.9% | -$477.88万 | 减仓 |
| MTRN | MATERION CORP | $620.36万 | 0.23% | 20,860 | 20,860 | — | $620.36万 | 新建仓 |
| TTAM | TITAN AMER SA | $598.07万 | 0.22% | 320,509 | 320,509 | — | $598.07万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $595.69万 | 0.22% | 171,521 | 171,521 | — | $595.69万 | 新建仓 |
| META | META PLATFORMS INC | $572.02万 | 0.21% | 10,155 | -106 | -1.0% | -$5.97万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $570.52万 | 0.21% | 194,851 | 30,254 | 18.4% | $88.58万 | 加仓 |
| REAL | THE REALREAL INC | $563.79万 | 0.21% | 478,194 | 478,194 | — | $563.79万 | 新建仓 |
| ELF | E L F BEAUTY INC | $562.06万 | 0.21% | 75,954 | -60,753 | -44.4% | -$449.57万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $547.00万 | 0.20% | 82,354 | 71,666 | 670.5% | $476.01万 | 加仓 |
| RDVT | RED VIOLET INC | $536.11万 | 0.20% | 84,135 | 84,135 | — | $536.11万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $520.58万 | 0.19% | 314,928 | -776,860 | -71.2% | -$1,284.15万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $518.80万 | 0.19% | 894,478 | -901,210 | -50.2% | -$522.70万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $512.59万 | 0.19% | 227,010 | -24,706 | -9.8% | -$55.79万 | 减仓 |
| TKR | TIMKEN CO | $506.60万 | 0.19% | 34,861 | 34,861 | — | $506.60万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $499.56万 | 0.19% | 5,822 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $493.44万 | 0.18% | 16,852 | 16,852 | — | $493.44万 | 新建仓 |
| BC | BRUNSWICK CORP | $481.64万 | 0.18% | 57,175 | 57,175 | — | $481.64万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $454.39万 | 0.17% | 231,126 | 231,126 | — | $454.39万 | 新建仓 |
| CGNT | COGNYTE SOFTWARE LTD | $439.12万 | 0.16% | 500,140 | 500,140 | — | $439.12万 | 新建仓 |
| NOVT | NOVANTA INC | $437.59万 | 0.16% | 26,972 | -10,535 | -28.1% | -$170.92万 | 减仓 |
| — | DOUGLAS ELLIMAN INC | $424.69万 | 0.16% | 2,399,364 | -269,666 | -10.1% | -$47.73万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC | $395.35万 | 0.15% | 249,906 | 249,906 | — | $395.35万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $391.11万 | 0.15% | 23,568 | 14,843 | 170.1% | $246.32万 | 加仓 |
| MEI | METHODE ELECTRS INC | $379.40万 | 0.14% | 200,000 | 200,000 | — | $379.40万 | 新建仓 |
| FN | FABRINET | $360.74万 | 0.14% | 6,418 | -48,345 | -88.3% | -$2,717.38万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $354.07万 | 0.13% | 24,831 | -8,869 | -26.3% | -$126.46万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $325.19万 | 0.12% | 65,221 | -194,590 | -74.9% | -$970.23万 | 减仓 |
| NXT | NEXTPOWER INC | $322.88万 | 0.12% | 27,101 | -29,646 | -52.2% | -$353.20万 | 减仓 |
| HAFN | HAFNIA LTD | $243.82万 | 0.09% | 367,195 | -1,581,522 | -81.2% | -$1,050.13万 | 减仓 |
| NTRA | NATERA INC | $231.60万 | 0.09% | 8,532 | -2,886 | -25.3% | -$78.34万 | 减仓 |
| GH | GUARDANT HEALTH INC | $208.50万 | 0.08% | 13,897 | -258 | -1.8% | -$3.87万 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $207.44万 | 0.08% | 65,644 | 13,630 | 26.2% | $43.07万 | 加仓 |
| GOOG | ALPHABET INC | $201.75万 | 0.08% | 5,710 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $177.29万 | 0.07% | 11,966 | -17,867 | -59.9% | -$264.72万 | 减仓 |
| IESC | IES HOLDINGS INC | $142.52万 | 0.05% | 1,940 | -9,929 | -83.7% | -$729.44万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $142.45万 | 0.05% | 14,690 | -410 | -2.7% | -$3.98万 | 减仓 |
| PL | PLANET LABS PBC | $122.15万 | 0.05% | 36,869 | -10,419 | -22.0% | -$34.52万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $121.68万 | 0.05% | 29,314 | -266,322 | -90.1% | -$1,105.50万 | 减仓 |
| DAN | DANA INC | $90.12万 | 0.03% | 33,121 | -1,116 | -3.3% | -$3.04万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $89.57万 | 0.03% | 56,763 | -316,367 | -84.8% | -$499.23万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $69.89万 | 0.03% | 14,007 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $62.68万 | 0.02% | 2,157 | 0 | 0.0% | — | 不变 |
| — | OPEN LENDING CORP | $56.85万 | 0.02% | 182,803 | -6,720,085 | -97.4% | -$2,089.95万 | 减仓 |
| — | TELIX PHARMACEUTICAL LTD | $29.31万 | 0.01% | 25,424 | -515,843 | -95.3% | -$594.77万 | 减仓 |
| GDS | GDS HLDGS LTD | $27.39万 | 0.01% | 9,120 | -6,161 | -40.3% | -$18.50万 | 减仓 |
| TALO | TALOS ENERGY INC | $17.17万 | 0.01% | 13,300 | -331,249 | -96.1% | -$427.64万 | 减仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -799,998 | -100.0% | -$3,809.59万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | -2,601,142 | -100.0% | -$3,511.54万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -237,036 | -100.0% | -$2,482.48万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -48,107 | -100.0% | -$2,376.34万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -213,796 | -100.0% | -$2,039.83万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -130,626 | -100.0% | -$1,868.47万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -1,570,560 | -100.0% | -$1,721.33万 | 清仓 |
| RPAY | REPAY HLDGS CORP | $0 | 0.00% | 0 | -2,856,178 | -100.0% | -$742.61万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -77,168 | -100.0% | -$718.28万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -825,490 | -100.0% | -$692.59万 | 清仓 |
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -204,244 | -100.0% | -$597.01万 | 清仓 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -159,026 | -100.0% | -$588.40万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -95,039 | -100.0% | -$557.78万 | 清仓 |
| MIAX | MIAMI INTL HLDGS INC | $0 | 0.00% | 0 | -128,819 | -100.0% | -$501.36万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -26,880 | -100.0% | -$492.04万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -275,432 | -100.0% | -$471.26万 | 清仓 |
| PSNL | PERSONALIS INC | $0 | 0.00% | 0 | -736,713 | -100.0% | -$469.29万 | 清仓 |
| IIIV | I3 VERTICALS INC | $0 | 0.00% | 0 | -207,274 | -100.0% | -$463.46万 | 清仓 |
| PUMP | PROPETRO HLDG CORP | $0 | 0.00% | 0 | -314,815 | -100.0% | -$453.65万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -117,933 | -100.0% | -$345.19万 | 清仓 |
| — | DRAGANFLY INC. | $0 | 0.00% | 0 | -682,730 | -100.0% | -$335.22万 | 清仓 |
| GDOT | GREEN DOT CORP | $0 | 0.00% | 0 | -298,697 | -100.0% | -$335.14万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -558,350 | -100.0% | -$318.26万 | 清仓 |
| — | EXZEO GROUP INC | $0 | 0.00% | 0 | -209,885 | -100.0% | -$307.90万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -359,593 | -100.0% | -$245.24万 | 清仓 |
| SD | SANDRIDGE ENERGY INC | $0 | 0.00% | 0 | -123,591 | -100.0% | -$201.58万 | 清仓 |
| FLGT | FULGENT GENETICS INC | $0 | 0.00% | 0 | -106,642 | -100.0% | -$169.56万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | -602,542 | -100.0% | -$167.51万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -23,728 | -100.0% | -$132.62万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -197,104 | -100.0% | -$60.31万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -9,573 | -100.0% | -$54.36万 | 清仓 |
| — | AMPLIFY ENERGY CORP NEW | $0 | 0.00% | 0 | -74,120 | -100.0% | -$46.25万 | 清仓 |