PERKINS CAPITAL MANAGEMENT INC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$99.5B
Holdings
83
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | 45,750 | $7.7B | 7.77% | |
| 2 | LLYEli Lilly & Co | 9,520 | $7.4B | 7.46% | |
| 3 | MSFTMicrosoft Corp | 12,285 | $6.1B | 6.14% | |
| 4 | IDXXIdexx Labs Inc | 9,700 | $5.2B | 5.23% | |
| 5 | MGNIMagnite Inc | 135,125 | $3.3B | 3.28% | |
| 6 | INUVInuvo Inc | 695,315 | $3.2B | 3.22% | |
| 7 | MDXHMDxHealth SA | 1,420,025 | $3.1B | 3.16% | |
| 8 | ABTAbbott Labs | 21,743 | $3.0B | 2.97% | |
| 9 | AMDAdvanced Micro Devices Inc | 19,304 | $2.7B | 2.75% | |
| 10 | AXGNAxogen Inc | 238,734 | $2.6B | 2.60% | |
| 11 | LMATLeMaitre Vascular Inc | 30,711 | $2.6B | 2.56% | |
| 12 | BKSYBlacksky Technology Inc | 121,500 | $2.5B | 2.51% | |
| 13 | OOMAOoma Inc | 190,804 | $2.5B | 2.47% | |
| 14 | APPSDigital Turbine Inc | 392,600 | $2.3B | 2.33% | |
| 15 | ELUTElutia Inc | 1,153,977 | $2.3B | 2.30% | |
| 16 | VCYTVeracyte Inc | 81,950 | $2.2B | 2.23% | |
| 17 | TELATELA Bio Inc | 875,865 | $1.7B | 1.71% | |
| 18 | PSNLPersonalis Inc | 252,500 | $1.7B | 1.67% | |
| 19 | XGNExagen Inc | 231,858 | $1.6B | 1.63% | |
| 20 | BLZEBackblaze Inc | 285,525 | $1.6B | 1.58% | |
| 21 | USIOUsio Inc | 991,693 | $1.5B | 1.53% | |
| 22 | ONDSOndas Hldgs Inc | 744,005 | $1.4B | 1.44% | |
| 23 | PERIPerion Network Ltd | 128,675 | $1.3B | 1.31% | |
| 24 | CYRXCryoport Inc | 170,050 | $1.3B | 1.28% | |
| 25 | QUIKQuickLogic Corp | 202,956 | $1.3B | 1.26% | |
| 26 | NEONeoGenomics Inc | 167,950 | $1.2B | 1.23% | |
| 27 | VCELVericel Corp | 26,100 | $1.1B | 1.12% | |
| 28 | ABBVAbbVie Inc | 5,892 | $1.1B | 1.10% | |
| 29 | INGNInogen Inc | 148,050 | $1.0B | 1.05% | |
| 30 | CXDOCrexendo Inc | 170,600 | $1.0B | 1.04% | |
| 31 | NMTCNeuroOne Med Technologies Co | 1,500,000 | $1.0B | 1.02% | |
| 32 | LFVNLifeVantage Corporation | 75,508 | $987.6M | 0.99% | |
| 33 | PFEPfizer Inc | 40,459 | $980.7M | 0.99% | |
| 34 | AAPLApple Inc | 4,650 | $954.0M | 0.96% | |
| 35 | ATRCAtriCure Inc | 29,102 | $953.7M | 0.96% | |
| 36 | GILDGilead Sciences Inc | 8,333 | $923.9M | 0.93% | |
| 37 | SKYTSkyWater Technology Inc | 91,250 | $897.9M | 0.90% | |
| 38 | TAT&T Inc | 30,342 | $878.1M | 0.88% | |
| 39 | CIENCiena Corp | 9,650 | $784.8M | 0.79% | |
| 40 | CDXSCodexis Inc | 312,000 | $761.3M | 0.77% | |
| 41 | MRKMerck & Co Inc | 8,750 | $692.6M | 0.70% | |
| 42 | BFLYButterfly Network Inc | 295,260 | $590.5M | 0.59% | |
| 43 | USBUS Bancorp Del | 13,050 | $590.5M | 0.59% | |
| 44 | CSTLCastle Biosciences Inc | 27,995 | $571.7M | 0.57% | |
| 45 | BSFAANI Pharmaceuticals Inc | 8,441 | $550.8M | 0.55% | |
| 46 | OPRXOptimizeRx Corp | 39,096 | $527.8M | 0.53% | |
| 47 | BACVerizon Communications | 11,808 | $510.9M | 0.51% | |
| 48 | APYXApyx Medical Corporation | 227,000 | $510.8M | 0.51% | |
| 49 | VTRSViatris Inc | 56,878 | $507.9M | 0.51% | |
| 50 | NXPINXP Semiconductor N V | 2,300 | $502.5M | 0.51% | |
| 51 | DYHTarget Corp | 4,900 | $483.4M | 0.49% | |
| 52 | BMYBristol-Myers Squibb Co | 10,430 | $482.8M | 0.49% | |
| 53 | COPConocoPhillips | 5,250 | $471.1M | 0.47% | |
| 54 | GISGeneral Mls Inc | 8,900 | $461.1M | 0.46% | |
| 55 | SERASera Prognostics Inc | 131,000 | $362.9M | 0.36% | |
| 56 | PLUSEPlus Inc | 5,000 | $360.5M | 0.36% | |
| 57 | DGIIDigi Intl Inc | 10,333 | $360.2M | 0.36% | |
| 58 | INTCIntel Corp | 14,700 | $329.3M | 0.33% | |
| 59 | FASTFastenal Co | 7,500 | $315.0M | 0.32% | |
| 60 | DCIDonaldson Inc | 4,400 | $305.1M | 0.31% | |
| 61 | BDSXBiodesix Inc | 1,059,711 | $299.1M | 0.30% | |
| 62 | BPBP PLC | 9,200 | $275.4M | 0.28% | |
| 63 | BLFSBioLife Solutions Inc | 12,500 | $269.3M | 0.27% | |
| 64 | COSTCostco Whsl Corp New | 250 | $247.5M | 0.25% | |
| 65 | JNJJohnson & Johnson | 1,600 | $244.4M | 0.25% | |
| 66 | VTE1Asure Software Inc | 25,000 | $244.0M | 0.25% | |
| 67 | FPAYQFlexShopper Inc | 185,550 | $222.7M | 0.22% | |
| 68 | DGXQuest Diagnostics Inc | 1,200 | $215.6M | 0.22% | |
| 69 | BAXBaxter Intl Inc | 6,900 | $208.9M | 0.21% | |
| 70 | HAINHain Celestial Group Inc | 125,213 | $190.3M | 0.19% | |
| 71 | CELCCelcuity Inc | 11,700 | $156.2M | 0.16% | |
| 72 | MYOMyomo Inc | 61,400 | $132.6M | 0.13% | |
| 73 | TCMDTactile Sys Technology Inc | 11,200 | $113.6M | 0.11% | |
| 74 | CVRXCVRX Inc | 16,350 | $96.1M | 0.10% | |
| 75 | XEJAccuray Inc | 70,000 | $95.9M | 0.10% | |
| 76 | RMTIRockwell Med Inc | 71,922 | $61.0M | 0.06% | |
| 77 | SCPHscPharmaceuticals Inc | 13,500 | $51.4M | 0.05% | |
| 78 | ATECAlphatec Hldgs Inc | 179,817 | $49.5M | 0.05% | |
| 79 | DYAIDyadic Intl Inc Del | 47,850 | $47.4M | 0.05% | |
| 80 | IRIXIridex Corp | 47,300 | $41.7M | 0.04% | |
| 81 | SENS1GBPSenseonics Hldgs Inc | 80,000 | $38.1M | 0.04% | |
| 82 | LUNGPulmonx Corp | 10,000 | $25.9M | 0.03% | |
| 83 | AIRGAirgain Inc | 36,500 | $5.4M | 0.01% |