Portolan Capital Management, LLC holds a diversified book of 144 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Par Pacific Holdings Inc and trimmed Modine Manufacturing Co. Their largest long position is Modine Manufacturing Co at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1350290/holdings"
Use Arkolith to show Portolan Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Modine MFG Co COM | $89.3M | 412.1K | 4.8% | ▼−23% Reduced · −124K sh | |
| 2 | TTM Technologies Inc COM | $70.9M | 727.5K | 3.8% | ▼−37% Reduced · −419K sh | |
| 3 | Celestica Inc COM | $55.7M | 197.9K | 3.0% | ▲+15% Added · +26K sh | |
| 4 | Virtu Finl Inc CL A | $53.3M | 1.21M | 2.8% | ▲+222% Added · +836K sh | |
| 5 | Akamai Technologies Inc COM | $48.6M | 423.4K | 2.6% | ▼−19% Reduced · −101K sh | |
| 6 | Vishay Precision Group Inc COM | $44.3M | 1.02M | 2.4% | ▲+16% Added · +142K sh | |
| 7 | Par Pac Holdings Inc COM NEW | $43.5M | 693.8K | 2.3% | ▲New New position | |
| 8 | Powell Inds Inc COM | $41.0M | 75.8K | 2.2% | ▼−4.2% Reduced · −3K sh | |
| 9 | Baidu Inc SPON ADR REP A | $40.8M | 366.4K | 2.2% | ▲+39% Added · +103K sh | |
| 10 | PBF Energy Inc CL A | $38.1M | 800.0K | 2.0% | ▲New New position | |
| 11 | United Therapeutics Corp Del COM | $37.6M | 63.4K | 2.0% | ▲+73% Added · +27K sh | |
| 12 | The Real Brokerage Inc COM NEW | $36.3M | 14.52M | 1.9% | ▲+35% Added · +3.7M sh | |
| 13 | Canada Goose Hldgs Inc SHS SUB VTG | $35.3M | 3.22M | 1.9% | ▲+50% Added · +1.1M sh | |
| 14 | Crescent Energy Company CL A COM | $35.1M | 2.60M | 1.9% | ▲65× Added · +2.6M sh | |
| 15 | Castle Biosciences Inc COM | $33.1M | 1.35M | 1.8% | ▼−22% Reduced · −379K sh | |
| 16 | Lantheus Hldgs Inc COM | $31.7M | 417.4K | 1.7% | ▼−12% Reduced · −58K sh | |
| 17 | Cellebrite Di Ltd ORDINARY SHARES | $30.1M | 2.18M | 1.6% | ▲+69% Added · +894K sh | |
| 18 | Luxexperience BV SPONSORED ADS | $29.9M | 3.73M | 1.6% | ▲+40% Added · +1.1M sh | |
| 19 | Flextronics Intl Ltd ORD | $29.0M | 443.1K | 1.5% | ▼−5.1% Reduced · −24K sh | |
| 20 | Fabrinet SHS | $28.6M | 54.8K | 1.5% | ▲+403% Added · +44K sh | |
| 21 | Okeanis Eco Tankers Cor SHS | $27.3M | 538.9K | 1.5% | ▲+233% Added · +377K sh | |
| 22 | Talen Energy Corp COM | $26.0M | 81.6K | 1.4% | ▲+8.8% Added · +7K sh | |
| 23 | Semtech Corp COM | $25.6M | 332.3K | 1.4% | ▼−35% Reduced · −176K sh | |
| 24 | Core Natural Resources Inc COM SHS | $24.8M | 237.0K | 1.3% | ▲+82% Added · +107K sh | |
| 25 | Murphy USA Inc COM | $23.8M | 48.1K | 1.3% | ▲New New position | |
| 26 | Biogen Inc COM | $21.7M | 118.5K | 1.2% | ▲+39% Added · +33K sh | |
| 27 | Kura Sushi USA Inc CL A COM | $21.0M | 301.2K | 1.1% | ▲+58% Added · +110K sh | |
| 28 | Qualys Inc COM | $21.0M | 239.0K | 1.1% | ▲+361% Added · +187K sh | |
| 29 | Jabil Inc COM | $20.5M | 77.2K | 1.1% | ▲+9.2% Added · +7K sh | |
| 30 | Circle Internet Group Inc COM CL A | $20.4M | 213.8K | 1.1% | ▲New New position | |
| 31 | DHT Holdings Inc SHS NEW | $19.9M | 1.09M | 1.1% | ▲New New position | |
| 32 | Nokia Corp SPONSORED ADR | $19.2M | 2.39M | 1.0% | ▲+122% Added · +1.3M sh | |
| 33 | Allient Inc COM | $19.1M | 323.5K | 1.0% | ▲+7.1% Added · +22K sh | |
| 34 | Primoris Svcs Corp COM | $18.7M | 130.6K | 1.0% | ▲+24% Added · +25K sh | |
| 35 | Dave Inc CLASS A COM NEW | $18.4M | 105.4K | 1.0% | ▲+140% Added · +61K sh | |
| 36 | Kratos Defense & Sec Solutio COM NEW | $18.3M | 259.8K | 1.0% | ▼−12% Reduced · −34K sh | |
| 37 | Mamas Creations Inc COM | $18.1M | 1.18M | 1.0% | ▼−5.5% Reduced · −69K sh | |
| 38 | Adeia Inc COM | $17.5M | 729.5K | 0.9% | ▲+185% Added · +473K sh | |
| 39 | Upwork Inc COM | $17.2M | 1.57M | 0.9% | ▲+118% Added · +851K sh | |
| 40 | Pulse Biosciences Inc COM | $15.8M | 733.4K | 0.8% | ▲+86% Added · +340K sh | |
| 41 | Porch Group Inc COM | $15.4M | 2.14M | 0.8% | ▲+3.0% Added · +62K sh | |
| 42 | Hafnia Ltd SHS | $14.8M | 1.95M | 0.8% | ▲New New position | |
| 43 | Mayville Engr Co Inc COM | $14.7M | 821.1K | 0.8% | ▲+60% Added · +308K sh | |
| 44 | Candel Therapeutics Inc COM | $14.2M | 2.89M | 0.8% | ▲+71% Added · +1.2M sh | |
| 45 | Nlight Inc COM | $12.9M | 225.6K | 0.7% | ▼−62% Reduced · −365K sh | |
| 46 | Genius Sports Limited SHARES CL A | $12.4M | 2.79M | 0.7% | ▼−5.0% Reduced · −147K sh | |
| 47 | Amer Sports Inc COM SHS | $11.8M | 357.8K | 0.6% | ▲New New position | |
| 48 | Ebay Inc. COM | $11.5M | 126.1K | 0.6% | ▲+117% Added · +68K sh | |
| 49 | Park Aerospace Corp COM | $11.2M | 410.7K | 0.6% | ▲+68% Added · +166K sh | |
| 50 | Enova Intl Inc COM | $11.0M | 80.9K | 0.6% | ▼−17% Reduced · −17K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 144 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 155 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 119 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 118 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 109 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 131 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 129 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 117 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 116 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 127 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 123 | $1.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 120 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 139 | $1.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 131 | $1.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 128 | $946.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 123 | $993.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 136 | $1.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 131 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 134 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 131 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 151 | $1.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 164 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 139 | $883.8M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 128 | $875.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.