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 |
|---|---|---|---|---|---|---|---|---|
| VPG | VISHAY PRECISION GROUP INC | $1.51亿 | 5.66% | 1,008,167 | -11,701 | -1.1% | -$175.41万 | 减仓 |
| VIRT | VIRTU FINL INC | $1.28亿 | 4.78% | 2,142,215 | 930,328 | 76.8% | $5,541.96万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $9,497.59万 | 3.56% | 507,838 | -219,656 | -30.2% | -$4,108.01万 | 减仓 |
| MOD | MODINE MFG CO | $8,375.96万 | 3.14% | 313,683 | -98,409 | -23.9% | -$2,627.72万 | 减仓 |
| QLYS | QUALYS INC | $7,284.32万 | 2.73% | 529,807 | 290,779 | 121.7% | $3,997.92万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $5,419.06万 | 2.03% | 1,114,116 | 899,832 | 419.9% | $4,376.78万 | 加仓 |
| MEC | MAYVILLE ENGR CO INC | $4,867.01万 | 1.82% | 1,299,256 | 478,120 | 58.2% | $1,791.04万 | 加仓 |
| ENVA | ENOVA INTL INC | $4,785.59万 | 1.79% | 198,795 | 117,872 | 145.7% | $2,837.53万 | 加仓 |
| SMTC | SEMTECH CORP | $4,768.41万 | 1.79% | 294,619 | -37,708 | -11.3% | -$610.30万 | 减仓 |
| CLS | CELESTICA INC | $4,627.71万 | 1.73% | 126,856 | -71,007 | -35.9% | -$2,590.34万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,416.89万 | 1.65% | 81,518 | 18,083 | 28.5% | $979.79万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $4,257.64万 | 1.59% | 7,025,809 | 4,234,791 | 151.7% | $2,566.28万 | 加仓 |
| POWL | POWELL INDS INC | $4,170.29万 | 1.56% | 145,631 | -81,859 | -36.0% | -$2,344.11万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $4,151.46万 | 1.55% | 546,173 | 546,173 | — | $4,151.46万 | 新建仓 |
| DAVE | DAVE INC | $3,924.79万 | 1.47% | 105,338 | -104 | -0.1% | -$3.87万 | 减仓 |
| FLEX | FLEX LTD | $3,711.84万 | 1.39% | 229,027 | -214,101 | -48.3% | -$3,469.93万 | 减仓 |
| ALNT | ALLIENT INC | $3,702.24万 | 1.39% | 359,685 | 36,232 | 11.2% | $372.94万 | 加仓 |
| PRCH | PORCH GROUP INC | $3,694.50万 | 1.38% | 2,456,451 | 311,561 | 14.5% | $468.59万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $3,668.78万 | 1.37% | 310,361 | -113,081 | -26.7% | -$1,336.73万 | 减仓 |
| CADL | CANDEL THERAPEUTICS INC | $3,595.11万 | 1.35% | 3,490,398 | 596,073 | 20.6% | $613.96万 | 加仓 |
| TLN | TALEN ENERGY CORP | $3,470.33万 | 1.30% | 90,312 | 8,738 | 10.7% | $335.77万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $3,275.06万 | 1.23% | 137,498 | 83,523 | 154.7% | $1,989.43万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $3,202.74万 | 1.20% | 288,691 | -128,699 | -30.8% | -$1,427.79万 | 减仓 |
| BIIB | BIOGEN INC | $3,086.55万 | 1.16% | 142,856 | 24,375 | 20.6% | $526.65万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $3,044.42万 | 1.14% | 401,639 | 148,260 | 58.5% | $1,123.81万 | 加仓 |
| LUXE | LUXEXPERIENCE BV | $3,011.49万 | 1.13% | 4,053,147 | 319,204 | 8.5% | $237.17万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $2,957.39万 | 1.11% | 1,502,738 | 1,016,467 | 209.0% | $2,000.41万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $2,821.47万 | 1.06% | 1,932,514 | -248,410 | -11.4% | -$362.68万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $2,724.46万 | 1.02% | 1,819,949 | 1,819,949 | — | $2,724.46万 | 新建仓 |
| GOOS | CANADA GOOSE HLDGS INC | $2,615.75万 | 0.98% | 2,750,523 | -467,754 | -14.5% | -$444.83万 | 减仓 |
| BAND | BANDWIDTH INC | $2,612.40万 | 0.98% | 412,701 | 75,827 | 22.5% | $479.98万 | 重新持有 |
| WRBY | WARBY PARKER INC | $2,560.28万 | 0.96% | 843,862 | 343,156 | 68.5% | $1,041.14万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $2,434.49万 | 0.91% | 292,115 | 292,115 | — | $2,434.49万 | 新建仓 |
| OSK | OSHKOSH CORP | $2,419.47万 | 0.91% | 157,641 | 139,456 | 766.9% | $2,140.37万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $2,385.57万 | 0.89% | 255,715 | 255,715 | — | $2,385.57万 | 新建仓 |
| TWLO | TWILIO INC | $2,380.99万 | 0.89% | 115,397 | 40,628 | 54.3% | $838.28万 | 加仓 |
| SEZL | SEZZLE INC | $2,329.76万 | 0.87% | 135,743 | 65,697 | 93.8% | $1,127.56万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $2,280.42万 | 0.85% | 1,017,592 | 319,426 | 45.8% | $715.83万 | 加仓 |
| ACMR | ACM RESH INC | $2,251.43万 | 0.84% | 177,432 | 94,176 | 113.1% | $1,195.00万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $2,240.49万 | 0.84% | 469,213 | 247,981 | 112.1% | $1,184.11万 | 加仓 |
| NOK | NOKIA CORP | $2,185.57万 | 0.82% | 1,645,761 | -748,209 | -31.3% | -$993.62万 | 减仓 |
| BB | BLACKBERRY LTD | $2,168.79万 | 0.81% | 1,714,461 | 1,714,461 | — | $2,168.79万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2,132.83万 | 0.80% | 269,229 | 269,229 | — | $2,132.83万 | 新建仓 |
| PLSE | PULSE BIOSCIENCES INC | $2,088.99万 | 0.78% | 753,333 | 19,961 | 2.7% | $55.35万 | 加仓 |
| MOG/A | MOOG INC | $2,088.43万 | 0.78% | 49,274 | 19,837 | 67.4% | $840.77万 | 加仓 |
| — | THE REAL BROKERAGE INC | $2,009.71万 | 0.75% | 11,042,364 | -3,477,484 | -23.9% | -$632.90万 | 减仓 |
| CDNA | CAREDX INC | $1,951.69万 | 0.73% | 684,805 | 344,453 | 101.2% | $981.69万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $1,917.17万 | 0.72% | 341,863 | -351,971 | -50.7% | -$1,973.85万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,890.45万 | 0.71% | 351,515 | 351,515 | — | $1,890.45万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,812.03万 | 0.68% | 72,487 | 40,268 | 125.0% | $1,006.62万 | 加仓 |
| — | GATES INDL CORP PLC | $1,794.52万 | 0.67% | 641,587 | 544,462 | 560.6% | $1,522.86万 | 重新持有 |
| MAMA | MAMAS CREATIONS INC | $1,757.99万 | 0.66% | 984,869 | -192,067 | -16.3% | -$342.84万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $1,738.37万 | 0.65% | 302,010 | 798 | 0.3% | $4.59万 | 加仓 |
| SANM | SANMINA CORP | $1,727.40万 | 0.65% | 68,255 | 40,923 | 149.7% | $1,035.68万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $1,707.24万 | 0.64% | 447,390 | 36,735 | 8.9% | $140.18万 | 加仓 |
| GHM | GRAHAM CORP | $1,694.99万 | 0.63% | 136,925 | 33,369 | 32.2% | $413.07万 | 加仓 |
| BELFB | BEL FUSE INC | $1,593.80万 | 0.60% | 47,856 | -5,314 | -10.0% | -$176.98万 | 减仓 |
| ONON | ON HLDG AG | $1,562.51万 | 0.59% | 441,137 | 238,693 | 117.9% | $845.45万 | 加仓 |
| AS | AMER SPORTS INC | $1,532.55万 | 0.57% | 452,880 | 95,054 | 26.6% | $321.66万 | 加仓 |
| COHU | COHU INC | $1,523.43万 | 0.57% | 206,120 | 206,120 | — | $1,523.43万 | 新建仓 |
| JBL | JABIL INC | $1,500.64万 | 0.56% | 38,929 | -38,268 | -49.6% | -$1,475.15万 | 减仓 |
| ADEA | ADEIA INC | $1,459.00万 | 0.55% | 443,060 | -286,401 | -39.3% | -$943.12万 | 减仓 |
| VICR | VICOR CORP | $1,446.24万 | 0.54% | 38,081 | 11,411 | 42.8% | $433.37万 | 加仓 |
| TENB | TENABLE HLDGS INC | $1,430.66万 | 0.54% | 387,923 | 387,923 | — | $1,430.66万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,423.54万 | 0.53% | 222,393 | 222,393 | — | $1,423.54万 | 新建仓 |
| CXT | CRANE NXT CO | $1,389.12万 | 0.52% | 271,524 | 271,524 | — | $1,389.12万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $1,385.14万 | 0.52% | 1,894,855 | -52,826 | -2.7% | -$38.62万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,381.46万 | 0.52% | 36,503 | 14,240 | 64.0% | $538.91万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $1,375.16万 | 0.51% | 200,315 | 97,740 | 95.3% | $670.99万 | 加仓 |
| — | FORRESTER RESH INC | $1,365.72万 | 0.51% | 1,623,925 | 82,649 | 5.4% | $69.51万 | 加仓 |
| HZO | MARINEMAX INC | $1,261.04万 | 0.47% | 344,358 | -143,068 | -29.4% | -$523.92万 | 重新持有 |
| BIO | BIO RAD LABS INC | $1,251.37万 | 0.47% | 42,620 | 28,447 | 200.7% | $835.23万 | 加仓 |
| QMCO | QUANTUM CORP | $1,122.13万 | 0.42% | 1,020,120 | 542,906 | 113.8% | $597.20万 | 重新持有 |
| BIDU | BAIDU INC | $1,095.62万 | 0.41% | 95,863 | -270,566 | -73.8% | -$3,092.30万 | 减仓 |
| RACE | FERRARI N V | $1,082.58万 | 0.41% | 29,079 | 29,079 | — | $1,082.58万 | 新建仓 |
| DGII | DIGI INTL INC | $1,058.62万 | 0.40% | 141,243 | -29,013 | -17.0% | -$217.45万 | 减仓 |
| LASR | NLIGHT INC | $1,057.30万 | 0.40% | 151,867 | -73,709 | -32.7% | -$513.16万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,051.06万 | 0.39% | 220,118 | 74,274 | 50.9% | $354.66万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $1,047.37万 | 0.39% | 63,759 | 63,759 | — | $1,047.37万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1,028.69万 | 0.39% | 629,168 | -411,294 | -39.5% | -$672.47万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $1,013.95万 | 0.38% | 152,818 | 2,677 | 1.8% | $17.76万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $997.93万 | 0.37% | 127,498 | 127,498 | — | $997.93万 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR | $982.34万 | 0.37% | 195,997 | -342,863 | -63.6% | -$1,718.43万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $981.64万 | 0.37% | 753,948 | 43,322 | 6.1% | $56.41万 | 加仓 |
| SG | SWEETGREEN INC | $906.56万 | 0.34% | 1,029,016 | 180,931 | 21.3% | $159.40万 | 重新持有 |
| TPR | TAPESTRY INC | $902.99万 | 0.34% | 61,688 | 44,650 | 262.1% | $653.59万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $864.15万 | 0.32% | 107,401 | 79,471 | 284.5% | $639.42万 | 加仓 |
| ATEN | A10 NETWORKS INC | $847.77万 | 0.32% | 226,920 | 226,920 | — | $847.77万 | 新建仓 |
| AMBA | AMBARELLA INC | $832.88万 | 0.31% | 97,072 | -11,677 | -10.7% | -$100.19万 | 减仓 |
| TGLS | TECNOGLASS INC | $825.04万 | 0.31% | 176,254 | -62,598 | -26.2% | -$293.02万 | 重新持有 |
| QTRX | QUANTERIX CORP | $820.50万 | 0.31% | 1,899,308 | -1,046,515 | -35.5% | -$452.09万 | 减仓 |
| — | TECOGEN INC NEW | $809.68万 | 0.30% | 1,551,113 | 1,107,558 | 249.7% | $578.15万 | 加仓 |
| HQY | HEALTHEQUITY INC | $806.32万 | 0.30% | 89,274 | -12,372 | -12.2% | -$111.74万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $796.44万 | 0.30% | 30,557 | -1,486 | -4.6% | -$38.73万 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $784.23万 | 0.29% | 328,818 | -1,021,465 | -75.6% | -$2,436.19万 | 减仓 |
| — | SILICOM LTD | $778.86万 | 0.29% | 162,466 | 162,466 | — | $778.86万 | 新建仓 |
| CIEN | CIENA CORP | $749.18万 | 0.28% | 15,272 | -3,194 | -17.3% | -$156.68万 | 减仓 |
| EBAY | EBAY INC. | $734.66万 | 0.28% | 65,741 | -60,355 | -47.9% | -$674.47万 | 减仓 |
| RBA | RB GLOBAL INC | $733.74万 | 0.27% | 63,009 | 63,009 | — | $733.74万 | 新建仓 |
| XMTR | XOMETRY INC | $706.17万 | 0.26% | 73,163 | 73,163 | — | $706.17万 | 新建仓 |