機関投資家の保有一覧

Portolan Capital Management, LLC

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

147銘柄

Portolan Capital Management, LLC は、2026年6月30日の SEC Form 13F で 147 銘柄の保有を報告しました。届出上位には Real Brokerage、Virtu Financial、Qualys が並び、不動産・金融・情報技術にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
RE
REAXReal Brokerage
不動産・ 11,042,364 株
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2
VI
VIRTVirtu Financial
金融・ 2,142,215 株
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3
QL
QLYSQualys
情報技術・ 529,807 株
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4
VP
VPGVishay Precision Group
情報技術・ 1,008,167 株
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5
TT
TTMITTM Technologies
情報技術・ 507,838 株
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6
SM
SMTCSemtech
情報技術・ 294,619 株
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7
MO
MODModine Manufacturing
資本財・ 313,683 株
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8
CL
CLSCelestica
情報技術・ 126,856 株
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9
ZE
ZETAZeta Global Holdings
情報技術・ 1,502,738 株
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10
CD
CDNACareDx
ヘルスケア・ 684,805 株
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残り 137 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	UTHRUnited Therapeutics	81,518	—
12	ALNTAllient	359,685	—
13	PRCHPorch Group	2,456,451	—
14	GENIGenius Sports	7,025,809	—
15	FOURShift4 Payments	1,114,116	—
16	LUXELuxExperience	4,053,147	—
17	DAVEDave	105,338	—
18	PLSEPulse Biosciences	753,333	—
19	CADLCandel Therapeutics	3,490,398	—
20	QMCOQuantum	1,020,120	—
21	ENVAEnova International	198,795	—
22	TWLOTwilio	115,397	—
23	AKAMAkamai Technologies	310,361	—
24	PENGPenguin Solutions	546,173	—
25	BIIBBiogen	142,856	—
26	TLNTalen Energy	90,312	—
27	LNTHLantheus Holdings	288,691	—
28	PARRPar Pacific Holdings	341,863	—
29	POWLPowell Industries	145,631	—
30	FLEXFlex	229,027	—
31	BANDBandwidth	412,701	—
32	ECPGEncore Capital Group	255,715	—
33	VECOVeeco Instruments	401,639	—
34	WRBYWarby Parker	843,862	—
35	IFFInternational Flavors & Fragrances	269,229	—
36	RELYRemitly Global	1,017,592	—
37	RRXRegal Rexnord	137,498	—
38	SRADSportradar Group	1,819,949	—
39	CLBTCellebrite	1,932,514	—
40	MECMayville Engineering	1,299,256	—
41	OSKOshkosh	157,641	—
42	GOOSCanada Goose Holdings	2,750,523	—
43	MOG-AMoog（A種株）	49,274	—
44	KTBKontoor Brands	292,115	—
45	FORRForrester Research	1,623,925	—
46	HZOMarineMax	344,358	—
47	ESIElement Solutions	469,213	—
48	GTESGates Industrial Corporation	641,587	—
49	NOKNokia	1,645,761	—
50	ECOOkeanis Eco Tankers	195,997	—
51	BBBlackBerry	1,714,461	—
52	BIOBio-Rad Laboratories	42,620	—
53	SANMSanmina	68,255	—
54	COHUCohu	206,120	—
55	ACMRACM Research	177,432	—
56	TTWOTake-Two Interactive	72,487	—
57	WGSGeneDx	200,315	—
58	SEZLSezzle	135,743	—
59	GEHCGE HealthCare Technologies	222,393	—
60	TENBTenable Holdings	387,923	—
61	HALOHalozyme Therapeutics	127,498	—
62	PKEPark Aerospace	447,390	—
63	ONONOn Holding	441,137	—
64	VSHVishay Intertechnology	351,515	—
65	CXTCrane NXT	271,524	—
66	FEIMFrequency Electronics	152,818	—
67	MAMAMama's Creations	984,869	—
68	KRUSKura Sushi USA	302,010	—
69	GHMGraham Corporation	136,925	—
70	BELFBBel Fuse	47,856	—
71	ASAmer Sports	452,880	—
72	ONTOOnto Innovation	36,503	—
73	JBLJabil	38,929	—
74	VICRVicor	38,081	—
75	CSTLCastle Biosciences	328,818	—
76	ADEAAdeia	443,060	—
77	RACEFerrari	29,079	—
78	DGIIDigi International	141,243	—
79	VIAVViavi Solutions	220,118	—
80	SILCSilicom	162,466	—
81	ZGNErmenegildo Zegna	753,948	—
82	SGSweetgreen	1,029,016	—
83	HNSTHonest Company	1,740,146	—
84	BIDUBaidu	95,863	—
85	SEISolaris Energy Infrastructure	107,401	—
86	HQYHealthEquity	89,274	—
87	ELFe.l.f. Beauty	75,954	—
88	BOOTBoot Barn Holdings	63,759	—
89	PACKRanpak Holdings	1,894,855	—
90	XMTRXometry	73,163	—
91	DHTDHT Holdings	314,928	—
92	METAMeta Platforms	10,155	—
93	TSEMTower Semiconductor	30,557	—
94	TPRTapestry	61,688	—
95	EBAYeBay	65,741	—
96	LPTHLightPath Technologies	629,168	—
97	QTRXQuanterix	1,899,308	—
98	GLBEGlobal-E Online	171,521	—
99	RDVTRed Violet	84,135	—
100	AMBAAmbarella	97,072	—
101	TMDXTransMedics Group	82,354	—
102	MTRNMaterion	20,860	—
103	LITELumentum Holdings	5,822	—
104	ATENA10 Networks	226,920	—
105	WLDNWilldan Group	84,394	—
106	LASRnLIGHT	151,867	—
107	TGLSTecnoglass	176,254	—
108	CIENCiena	15,272	—
109	MBLYMobileye Global	721,338	—
110	CELHCelsius Holdings	194,851	—
111	RBARB Global	63,009	—
112	CGNTCognyte Software	500,140	—
113	TTAMTitan America	320,509	—
114	EQPTEquipmentShare.com	231,126	—
115	TKRTimken	34,861	—
116	REALTheRealReal	478,194	—
117	TGENTecogen	1,551,113	—
118	EVLVEvolv Technology	894,478	—
119	NOVTNovanta	26,972	—
120	PRCTPROCEPT BioRobotics	227,010	—
121	HAFNHafnia	367,195	—
122	BCBrunswick	57,175	—
123	DOUGDouglas Elliman	2,399,364	—
124	GNRCGenerac Holdings	16,852	—
125	BOBSBob's Discount Furniture	249,906	—
126	GCTGigaCloud Technology	65,644	—
127	NTRANatera	8,532	—
128	MEIMethode Electronics	200,000	—
129	FNFabrinet	6,418	—
130	ECGEverus Construction Group	23,568	—
131	KTOSKratos Defense & Security Solutions	65,221	—
132	GHGuardant Health	13,897	—
133	NXTNextracker	27,101	—
134	GOOGAlphabet	5,710	—
135	UCTTUltra Clean Holdings	24,831	—
136	AAOIApplied Optoelectronics	11,966	—
137	CWSTCasella Waste Systems	14,690	—
138	DANDana	33,121	—
139	AMSCAmerican Superconductor	29,314	—
140	IESCIES Holdings	1,940	—
141	PLPlanet Labs	36,869	—
142	LHXL3Harris Technologies	2,157	—
143	LINCLincoln Educational Services	14,007	—
144	TLXTelix Pharmaceuticals	25,424	—
145	GDSGDS Holdings	9,120	—
146	TALOTalos Energy	13,300	—
147	DBRGDBRG	56,763	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。