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Perkins Capital Management Inc.
Perkins Capital Management Inc. is an investment advisory firm headquartered in Wayzata, Minnesota. Founded in 1984, the firm provides investment management services, serving private individuals as well as institutional accounts. The company is managed by experienced professionals including Richard C. Perkins, Daniel S. Perkins, and Harry A. L. Lindberg Jr., each with several decades of industry experience. Perkins Capital also acts as the manager for the Perkins Discovery Fund, focusing on micro-cap equities and aggressive investment portfolios. The firm is registered with the SEC and remains independently owned and operated.
Investment Strategy
Perkins Capital Management Inc. emphasizes active management with a focus on capital appreciation, primarily investing in micro-cap common stocks. The firm has the flexibility to allocate funds to other security types or maintain significant cash positions when market conditions warrant. Investments are geared toward clients with aggressive objectives, such as individuals, retirement accounts, and educational funds. The firm and its dedicated fund aim to identify above-average growth opportunities among emerging companies.
Latest 13F Filing Activity
Perkins Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $99M. The fund increased holdings in Inuvo Inc., Magnite Inc., Blacksky Technology Inc. among other positions. Perkins Capital Management Inc. reduced exposure to Inuvo Inc., Axogen Inc., Cantaloupe Inc. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NTRA | Natera Inc | 7.77% | $7.7M | 45,750 | $68.49 | $168.94 | +$683.3K |
L LLY | Eli Lilly & Co | 7.46% | $7.4M | 9,520 | $148.02 | $779.53 | -$668.7K |
M MSFT | Microsoft Corp | 6.14% | $6.1M | 12,285 | $210.33 | $497.41 | +$1.5M |
I IDXX | Idexx Labs Inc | 5.23% | $5.2M | 9,700 | $393.11 | $536.34 | +$1.1M |
M MGNI | Magnite Inc | 3.28% | $3.3M | 135,125 | $9.26 | $24.12 | +$1.6M |
Industry Allocation
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