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Portolan Capital Management, LLC
George McCabe · Hedge Fund · Long/Short Equity
Portolan Capital Management, LLC is a Boston-based investment management firm founded in 2004 by George McCabe. The institution specializes in small- and mid-cap equity investing, utilizing a research-intensive approach and fundamental analysis to identify opportunities in public markets. Registered as an investment adviser with the SEC, Portolan manages capital for qualified individuals and a variety of private and public institutions through its flagship hedge funds and separate account structures. With a team of experienced professionals, the firm maintains a focus on active management and rigorous primary research, overseeing approximately $1.6 billion in assets as of 2025.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +81.1% |
| YTD return | +67.3% |
| Sharpe ratio | 3.20 |
| Win rate | 46% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.portolan.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| VIRT | Virtu Financial, Inc. | 13.9% | -4.1% |
| QLYS | Qualys Inc | 9.5% | +1.3% |
| VPG | Vishay Precision Group Inc | 6.2% | +1.8% |
| TTMI | TTM Technologies Inc | 5.9% | +23.3% |
| GENI | Genius Sports Ltd | 5.5% | -30.5% |
| MOD | Modine Manufacturing Company | 5.4% | +3.1% |
| FOUR | Shift4 Payments Inc | 4.8% | -12.0% |
| ENVA | Enova International Inc | 4.5% | -25.7% |
| CADL | Candel Therapeutics Inc | 4.5% | -10.7% |
| ZETA | Zeta Global Holdings Corp | 4.4% | -0.5% |
| PRCH | Porch Group Inc | 4.2% | +6.1% |
| UTHR | United Therapeutics Corporation | 4.1% | -4.0% |
| DAVE | Dave Inc | 3.8% | +9.0% |
| SMTC | Semtech Corporation | 3.8% | +93.0% |
| PLSE | Pulse Biosciences Inc | 3.5% | +19.0% |
| CDNA | CareDx Inc | 3.3% | +7.1% |
| ALNT | Allient Inc. | 3.3% | -5.7% |
| AKAM | Akamai Technologies Inc | 3.2% | +0.2% |
| LUXE | LuxExperience B.V. | 3.0% | +31.3% |
| BIIB | Biogen Inc | 3.0% | -1.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | FOUR | 0.0% → 4.8% |
| Aug 31, 2026 | BUY | SMTC | 4.5% → 3.8% |
| Aug 31, 2026 | BUY | GENI | 0.0% → 5.5% |
| Aug 31, 2026 | BUY | QLYS | 4.4% → 9.5% |
| Aug 31, 2026 | SELL | BIDU | 3.7% → 0.0% |
Investment Style Analysis
Portolan Capital Management, LLC is widely recognized for employing a Long/Short Equity strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Capital Markets sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Portolan Capital Management, LLC made a significant move by increasing exposure to FOUR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Portolan Capital Management's investment philosophy centers on identifying high-quality, undiscovered, and inefficient investment opportunities within the small- and mid-cap public equity markets. The firm believes that these market segments are often overlooked by larger investors, creating persistent inefficiencies that can be exploited through rigorous fundamental research and primary analysis. Portolan focuses on companies at inflection points in their lifecycle, evaluating management objectives and competitive dynamics to build a portfolio that integrates growth, value, and special situations. Their approach prioritizes well-managed businesses with strong market positions and improving fundamentals, aiming for long-term capital appreciation through opportunistic and active portfolio management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Portolan Capital Management, LLC.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Portolan Capital Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Portolan Capital Management, LLC's largest holding?
As of the latest filing, Portolan Capital Management, LLC's top position is Virtu Financial, Inc. (VIRT), representing 13.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Portolan Capital Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +81.1% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 3.20, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Portolan Capital Management, LLC primarily invest in?
Portolan Capital Management, LLC has a strong preference for the Software - Infrastructure sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Capital Markets, indicating a specific thematic focus.
Is Portolan Capital Management, LLC's portfolio concentrated or diversified?
Portolan Capital Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Portolan Capital Management, LLC performed in 2026?
Our AI-simulated model portfolio for Portolan Capital Management, LLC tracks a Year-to-Date (YTD) return of +67.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does George McCabe manage Portolan Capital Management, LLC directly?
Yes, George McCabe serves as the key portfolio manager for Portolan Capital Management, LLC, overseeing the investment strategy and final capital allocation decisions.