Portolan Capital Management, LLC
Portolan Capital Management, LLC is an investment adviser headquartered in Boston, Massachusetts. Founded in 2006, the firm specializes in managing equity portfolios primarily for institutional clients and high-net-worth individuals. As of 2025, Portolan manages approximately $1.59 billion in assets and employs a team of investment professionals focused on growth and value strategies within public equities.
Investment Strategy
Portolan Capital Management employs a fundamental, research-driven approach to investing in publicly traded equities. The firm focuses on small- and mid-cap U.S. companies it believes are undervalued or have strong growth prospects, engaging in rigorous bottom-up analysis. Portolan aims to identify companies with sustainable competitive advantages, solid management teams, and catalysts for positive change, managing concentrated portfolios with active risk oversight.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLS | CELESTICA INC | 5.38% | $85.8M | 549,593 | $85.82 | $156.11 | +$54.8M |
K KTOS | KRATOS DEFENSE &SEC SOLUTIO | 3.87% | $61.7M | 1,328,423 | $18.76 | $46.45 | +$18.3M |
E ELF | E L F BEAUTY INC | 3.64% | $58.1M | 466,838 | $78.64 | $124.44 | +$33.3M |
A AVAV | AEROVIRONMENT INC | 3.19% | $51.0M | 178,816 | $284.95 | $284.95 | +$51.0M |
M MOD | MODINE MFG CO | 3.04% | $48.5M | 492,316 | $67.74 | $98.50 | +$10.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
B Bill Brooks | Business Analyst | Boston, MA , United States | |
J John Damaske | Senior Research Analyst | Boston, MA , United States | |
D David Thompson | Senior Equity Analyst | Boston, MA , United States |