Emerald Advisers, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.16B
Q ending 2026-03-31
Prior quarter
$3.25B
Q ending 2025-12-31
Change
-2.6% QoQ · +42.3% YoY
Positions
248
reported holdings
Largest positions
Top 100 of 248 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Modine Manufacturing Co | MOD | Shares | $81.9M | 378K |
| Guardant Health Inc | GH | Shares | $77.8M | 842K |
| Bloom Energy Co | BE | Shares | $73.4M | 542K |
| Ttm Technologies Inc | TTMI | Shares | $73.1M | 750K |
| Cogent Biosciences Inc | COGT | Shares | $61.1M | 1.6M |
| Kratos Defense And Security | KTOS | Shares | $58.9M | 836K |
| Vse Corporation | VSEC | Shares | $58.0M | 315K |
| Fabrinet | Shares | $56.1M | 107K | |
| Argan Inc | AGX | Shares | $51.9M | 95K |
| Aar Corporation | AIR | Shares | $48.8M | 446K |
| Credo Technology Group Holdings | Shares | $46.8M | 499K | |
| Travere Therapeutics Inc | TVTX | Shares | $46.3M | 1.6M |
| Esco Technologies Inc | ESE | Shares | $45.8M | 163K |
| Mercury Systems Inc | MRCY | Shares | $43.4M | 595K |
| Livanova Plc | Shares | $42.6M | 670K | |
| Nlight Inc | LASR | Shares | $42.6M | 747K |
| Rambus Inc | RMBS | Shares | $42.4M | 493K |
| Axos Financial Inc | AX | Shares | $42.2M | 496K |
| National Vision Holdings | EYE | Shares | $38.9M | 1.5M |
| Bridgebio Pharma Inc | BBIO | Shares | $38.3M | 515K |
| Kulicke And Soffa Industries | KLIC | Shares | $37.4M | 569K |
| Applied Optoelectronics Inc | AAOI | Shares | $36.7M | 434K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $36.7M | 397K |
| Palomar Holdings Inc | PLMR | Shares | $35.7M | 298K |
| Semtech Corp | SMTC | Shares | $35.1M | 457K |
| Ipg Photonics Corp | IPGP | Shares | $34.9M | 305K |
| Rush Street Interactive Inc | RSI | Shares | $34.2M | 1.6M |
| Transmedics Group Inc | TMDX | Shares | $34.1M | 343K |
| Plexus Corp | PLXS | Shares | $33.7M | 167K |
| Solaris Energy Infrastructure Inc | SEI | Shares | $33.6M | 595K |
| Aerovironment Inc | AVAV | Shares | $32.9M | 180K |
| Sterling Infrastructure Inc | STRL | Shares | $32.5M | 80K |
| Imax Corp | IMAX | Shares | $32.3M | 849K |
| Ollie'S Bargain Outlet Holdings | OLLI | Shares | $31.9M | 347K |
| Interdigital Inc Pa Com | IDCC | Shares | $31.4M | 104K |
| Moelis & Co | MC | Shares | $31.2M | 548K |
| Ceco Environmental Corp | CECO | Shares | $31.2M | 523K |
| Spyre Therapeutics | SYRE | Shares | $30.9M | 613K |
| Boot Barn Holdings Inc | BOOT | Shares | $30.5M | 208K |
| Umb Financial Corp | UMBF | Shares | $30.2M | 267K |
| Astronics Corp | ATRO | Shares | $30.0M | 449K |
| Spx Technologies Inc | SPXC | Shares | $29.4M | 147K |
| Arlo Technologies | ARLO | Shares | $28.7M | 2.0M |
| Nektar Therapeutics | NKTR | Shares | $28.4M | 395K |
| Freshpet Inc | FRPT | Shares | $28.3M | 481K |
| Pdf Solutions Inc | PDFS | Shares | $28.2M | 861K |
| Piper Sandler Co | PIPR | Shares | $27.6M | 361K |
| Skyward Specialty Insurance | SKWD | Shares | $27.4M | 628K |
| Allegiant Travel Co | ALGT | Shares | $27.4M | 338K |
| The Bancorp Inc | TBBK | Shares | $26.4M | 491K |
| Ati Inc | ATI | Shares | $26.4M | 181K |
| Evolv Technologies | EVLV | Shares | $26.2M | 4.3M |
| Mirion Technologies Inc | MIR | Shares | $25.7M | 1.4M |
| American Semiconductor Corp | AMSC | Shares | $25.6M | 757K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $25.4M | 1.3M |
| Carpenter Technology Corp | CRS | Shares | $24.5M | 62K |
| Onto Innovation Inc | ONTO | Shares | $24.3M | 118K |
| Cohu Inc | COHU | Shares | $23.9M | 780K |
| Customers Bancorp Inc | CUBI | Shares | $23.8M | 343K |
| Synaptics Inc | SYNA | Shares | $23.1M | 330K |
| Agilysys Inc | AGYS | Shares | $23.0M | 324K |
| Cardinal Infrastructure Group | CDNL | Shares | $22.9M | 579K |
| Sitime Corporation | SITM | Shares | $22.7M | 66K |
| Tetra Technologies | TTI | Shares | $22.7M | 2.7M |
| Trevi Therapeutics | TRVI | Shares | $21.9M | 1.8M |
| Radnet Inc | RDNT | Shares | $21.3M | 382K |
| Onespaworld Holdings Limited | Shares | $20.3M | 885K | |
| Palvella Therapeutics Inc | PVLA | Shares | $20.1M | 162K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $19.7M | 38K |
| Alphatec Holdings Inc | ATEC | Shares | $19.7M | 1.8M |
| Compass Inc | COMP | Shares | $19.4M | 2.7M |
| Five Below | FIVE | Shares | $19.0M | 83K |
| Billiontoone Inc | BLLN | Shares | $18.9M | 240K |
| Varonis Systems Inc | VRNS | Shares | $18.7M | 869K |
| Impinj Inc | PI | Shares | $18.7M | 182K |
| Bj'S Restaurant Inc | BJRI | Shares | $18.6M | 531K |
| Perella Weinberg Partners | PWP | Shares | $18.5M | 1.0M |
| Savara Inc | SVRA | Shares | $18.4M | 3.4M |
| Axsome Therapeutics Inc | AXSM | Shares | $18.2M | 108K |
| Lifetime Group Holdings Inc | LTH | Shares | $17.7M | 657K |
| Coastal Financial Corp | CCB | Shares | $16.8M | 221K |
| Bobs Discount Furniture | BOBS | Shares | $15.8M | 1.3M |
| Commvault Systems Inc | CVLT | Shares | $15.4M | 197K |
| Seacoast Banking Corporation Of Fl | SBCF | Shares | $15.3M | 504K |
| Q2 Holdings Inc | QTWO | Shares | $15.2M | 321K |
| Lendingtree Inc | TREE | Shares | $14.6M | 340K |
| First Advantage Corp | FA | Shares | $13.5M | 1.1M |
| Collegium Pharmaceutical Inc | COLL | Shares | $13.3M | 403K |
| Lendingclub Corp | HAPN | Shares | $13.3M | 928K |
| Cytokenetics Inc | CYTK | Shares | $13.1M | 199K |
| Ionq Inc | IONQ | Shares | $12.9M | 448K |
| Arhaus Inc | ARHS | Shares | $12.5M | 1.8M |
| Diodes Incorporated | DIOD | Shares | $12.4M | 181K |
| Trinity Capital Inc | TRIN | Shares | $11.3M | 766K |
| Aveanna Healthcare Holdings | AVAH | Shares | $10.9M | 1.7M |
| Hinge Health Inc | HNGE | Shares | $10.8M | 279K |
| Everquote Inc | EVER | Shares | $10.7M | 691K |
| Excelerate Energy Inc | EE | Shares | $10.5M | 316K |
| Visteon Corp | VC | Shares | $10.1M | 111K |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $10.0M | 686K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.