StockDriftsStockDriftsTop 50 Portolan Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOD | MODINE MFG CO | 4.75% | 412.1K | $89.3M | -23.11%(-123.86K) | $82.90(+227.21%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 3.77% | 727.5K | $70.9M | -36.56%(-419.19K) | $20.49(+716.74%) | 2026-03-31 | |
| CLS | CELESTICA INC | 2.97% | 197.9K | $55.7M | +14.85%(+25.59K) | $78.00(+359.66%) | 2026-03-31 | |
| VIRT | VIRTU FINL INC | 2.84% | 1.21M | $53.3M | +222.07%(+835.60K) | $35.93(+51.67%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 2.59% | 423.4K | $48.6M | -19.24%(-100.88K) | $81.51(+85.12%) | 2026-03-31 | |
| VPG | VISHAY PRECISION GROUP INC | 2.36% | 1.02M | $44.3M | +16.20%(+142.20K) | $27.47(+254.27%) | 2026-03-31 | |
| PARR | PAR PAC HOLDINGS INC | 2.31% | 693.8K | $43.5M | new | $48.89(+19.25%) | 2026-03-31 | |
| POWL | POWELL INDS INC | 2.18% | 75.8K | $41.0M | -4.15%(-3.29K) | $65.41(+347.38%) | 2026-03-31 | |
| BIDU | BAIDU INC | 2.17% | 366.4K | $40.8M | +38.97%(+102.75K) | $128.15(+5.61%) | 2026-03-31 | |
| PBF | PBF ENERGY INC | 2.03% | 800.0K | $38.1M | new | $37.37(+13.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +35.73% | +150.03% |
| Top 20 Holdings Unweighted | +19.69% | +71.45% |
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