Titelia

Holdings of Portolan Capital Management, LLC

125 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.9 % of the equity sleeve

Sector breakdown

  • Health care 6.6 %
  • Technology 3.3 %
  • Consumer discretionary 0.9 %
  • Communication 0.9 %
  • Consumer staples 0.6 %
  • Unattributed 87.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.4 %
  • NL 1.9 %
  • FI 1.2 %
  • AU 0.3 %
  • KY 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US1211.5B $96.44 %
NL129.9M $1.94 %
FI119.2M $1.25 %
AU15.2M $0.34 %
KY1615.7K $0.04 %

Positions

CompanySharesValueWeight
Modine Manufacturing Co 412,09289.3M $
TTM Technologies Inc 727,49470.9M $
Virtu Financial Inc 1,211,88753.3M $
Akamai Technologies Inc 423,44248.6M $
Vishay Precision Group Inc 1,019,86844.3M $
Par Pacific Holdings Inc 693,83443.5M $
Powell Industries Inc 75,83041M $
Baidu Inc 366,42940.8M $
PBF Energy Inc 799,99838.1M $
United Therapeutics Corp 63,43537.6M $
Crescent Energy Co 2,601,14235.1M $
Castle Biosciences Inc 1,350,28333.1M $
Lantheus Holdings Inc 417,39031.7M $
LuxExperience BV 3,733,94329.9M $
TALEN ENERGY CORP 81,57426M $
Semtech Corp 332,32725.6M $
Core Natural Resources Inc 237,03624.8M $
Murphy USA Inc 48,10723.8M $
Biogen Inc 118,48121.7M $
Kura Sushi USA Inc 301,21221M $
Qualys Inc 239,02821M $
Jabil Inc 77,19720.5M $
Circle Internet Group Inc 213,79620.4M $
Nokia Oyj 2,393,97019.2M $
Allient Inc 323,45319.1M $
Primoris Services Corp 130,62618.7M $
Dave Inc 105,44218.4M $
Kratos Defense & Security Solutions, Inc. 259,81118.3M $
Mama's Creations Inc 1,176,93618.1M $
Adeia Inc 729,46117.5M $
Upwork Inc 1,570,56017.2M $
Pulse Biosciences Inc 733,37215.8M $
Porch Group Inc 2,144,89015.4M $
Mayville Engineering Co Inc 821,13614.7M $
Candel Therapeutics Inc 2,894,32514.2M $
nLight Inc 225,57612.9M $
eBay Inc 126,09611.5M $
Park Aerospace Corp 410,65511.2M $
Enova International Inc 80,92311M $
Remitly Global Inc 698,16610.9M $
Evolv Technologies Holdings Inc 1,795,68810.9M $
Warby Parker Inc 500,70610.5M $
Bel Fuse Inc 53,17010.5M $
LightPath Technologies Inc 1,040,46210.4M $
Quanterix Corp 2,945,82310.4M $
Regal Rexnord Corp 53,97510.1M $
American Superconductor Corp 295,63610M $
Twilio Inc 74,7699.4M $
Shift4 Payments Inc 214,2849.4M $
Honest Co Inc/The 3,045,8349M $
Forrester Research Inc 1,541,2768.7M $
Open Lending Corp 6,902,8888.6M $
Moog Inc 29,4378.6M $
Veeco Instruments Inc 253,3798.6M $
HealthEquity Inc 101,6468.5M $
elf Beauty Inc 136,7078.3M $
Digi International Inc 170,2568.2M $
Graham Corp 103,5568.2M $
Zeta Global Holdings Corp 486,2717.7M $
Element Solutions Inc 221,2327.6M $
Repay Holdings Corp 2,856,1787.4M $
Willdan Group Inc 93,9647.2M $
Axcelis Technologies Inc 77,1687.2M $
Ciena Corp 18,4667.2M $
Ranpak Holdings Corp 1,947,6817M $
Vnet Group Inc 825,4906.9M $
Nextpower Inc 56,7476.8M $
Frequency Electronics Inc 150,1416.6M $
GeneDx Holdings Corp 102,5756.6M $
Take-Two Interactive Software Inc 32,2196.4M $
PROCEPT BIOROBOTICS CORP 251,7166.3M $
Northern Oil & Gas Inc 204,2446M $
CareDx Inc 340,3525.9M $
BlackLine Inc 159,0265.9M $
Meta Platforms Inc 10,2615.9M $
Celsius Holdings Inc 164,5975.8M $
DigitalBridge Group Inc 373,1305.8M $
IES Holdings Inc 11,8695.7M $
Century Aluminum Co 95,0395.6M $
Talos Energy Inc 344,5495.4M $
TELIX PHARMACEUTICALS LTD 541,2675.2M $
Miami International Holdings Inc 128,8195M $
AeroVironment Inc 26,8804.9M $
Viavi Solutions Inc 145,8444.9M $
XPeng Inc 275,4324.7M $
Personalis Inc 736,7134.7M $
Mobileye Global Inc 678,1354.7M $
I3 Verticals Inc 207,2744.6M $
Onto Innovation Inc 22,2634.6M $
ProPetro Holding Corp 314,8154.5M $
Sezzle Inc 70,0464.4M $
Douglas Elliman Inc 2,669,0304.4M $
Vicor Corp 26,6704.3M $
Lumentum Holdings Inc 5,8224.1M $
Bio-Rad Laboratories Inc 14,1734M $
Sanmina Corp 27,3323.5M $
Forgent Power Solutions Inc 117,9333.5M $
Green Dot Corp 298,6973.4M $
ACM Research Inc 83,2563.3M $
Sprout Social Inc 558,3503.2M $