Portolan Capital Management, LLC — 13F holdings

Portolan Capital Management, LLC reported 148 holdings worth $2.67B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VPG VISHAY PRECISION GROUP INC — $151M (5.7%)
2. VIRT VIRTU FINL INC — $128M (4.8%)
3. TTMI TTM TECHNOLOGIES INC — $95.0M (3.6%)
4. MOD MODINE MFG CO — $83.8M (3.1%)
5. QLYS QUALYS INC — $72.8M (2.7%)
6. FOUR SHIFT4 PMTS INC — $54.2M (2.0%)
7. MEC MAYVILLE ENGR CO INC — $48.7M (1.8%)
8. ENVA ENOVA INTL INC — $47.9M (1.8%)
9. SMTC SEMTECH CORP — $47.7M (1.8%)
10. CLS CELESTICA INC — $46.3M (1.7%)