EdgeMarket › What Emerald Advisers, Llc reported owning
What Emerald Advisers, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.2BPositions
248Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MOD MODINE MANUFACTURING CO | 81.9M | 2.6% | 378.1K | 197.68 | +46.5% |
| GH Guardant Health, Inc. | 77.8M | 2.5% | 841.9K | 170.69 | +191.8% |
| BE Bloom Energy Corp | 73.4M | 2.3% | 541.8K | 201.45 | +352.6% |
| TTMI TTM TECHNOLOGIES INC | 73.1M | 2.3% | 750.4K | 110.54 | +175.9% |
| COGT Cogent Biosciences, Inc. | 61.1M | 1.9% | 1.6M | 36.73 | +209.6% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 58.9M | 1.9% | 835.9K | 57.17 | -11.0% |
| VSEC VSE CORP | 58.0M | 1.8% | 314.8K | 217.58 | +36.2% |
| FN Fabrinet | 56.1M | 1.8% | 107.5K | 436.67 | +55.8% |
| AGX ARGAN INC | 51.9M | 1.6% | 95.3K | 501.63 | +132.4% |
| AIR AAR CORP | 48.8M | 1.5% | 445.7K | 134.82 | +87.9% |
| CRDO Credo Technology Group Holding Ltd | 46.8M | 1.5% | 498.6K | 230.57 | +117.5% |
| TVTX Travere Therapeutics, Inc. | 46.3M | 1.5% | 1.6M | 65.71 | +265.7% |
| ESE ESCO TECHNOLOGIES INC | 45.8M | 1.4% | 162.7K | 287.24 | +50.8% |
| MRCY MERCURY SYSTEMS INC | 43.4M | 1.4% | 595.3K | 91.36 | +41.6% |
| LIVN LivaNova PLC | 42.6M | 1.3% | 670.2K | 78.74 | +47.5% |
| LASR NLIGHT, INC. | 42.6M | 1.3% | 746.7K | 47.39 | +82.6% |
| RMBS RAMBUS INC | 42.4M | 1.3% | 493.2K | 91.24 | +30.9% |
| AX Axos Financial, Inc. | 42.2M | 1.3% | 496.2K | 96.66 | +11.6% |
| EYE National Vision Holdings, Inc. | 38.9M | 1.2% | 1.5M | 17.88 | -26.1% |
| BBIO BridgeBio Pharma, Inc. | 38.3M | 1.2% | 515.4K | 81.50 | +66.7% |
| KLIC KULICKE & SOFFA INDUSTRIES INC | 37.4M | 1.2% | 569.0K | 85.75 | +138.9% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 36.7M | 1.2% | 433.9K | 124.82 | +469.2% |
| MIRM Mirum Pharmaceuticals, Inc. | 36.7M | 1.2% | 397.3K | 96.31 | +44.4% |
| PLMR Palomar Holdings, Inc. | 35.7M | 1.1% | 298.4K | 130.09 | +4.0% |
| SMTC SEMTECH CORP | 35.1M | 1.1% | 457.0K | 124.09 | +156.0% |
| IPGP IPG PHOTONICS CORP | 34.9M | 1.1% | 304.9K | 73.26 | -3.2% |
| RSI Rush Street Interactive, Inc. | 34.2M | 1.1% | 1.6M | 25.80 | +32.3% |
| TMDX TransMedics Group, Inc. | 34.1M | 1.1% | 342.8K | 94.77 | -22.2% |
| PLXS PLEXUS CORP | 33.7M | 1.1% | 166.5K | 240.14 | +86.6% |
| SEI Solaris Energy Infrastructure, Inc. | 33.6M | 1.1% | 594.7K | 53.28 | +96.2% |
| AVAV AeroVironment Inc | 32.9M | 1.0% | 179.9K | 160.22 | -31.0% |
| STRL STERLING INFRASTRUCTURE, INC. | 32.5M | 1.0% | 79.8K | 516.81 | +88.0% |
| IMAX IMAX CORP | 32.3M | 1.0% | 849.1K | 52.74 | +104.8% |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | 31.9M | 1.0% | 347.1K | 76.07 | -43.6% |
| IDCC InterDigital, Inc. | 31.4M | 1.0% | 104.1K | 342.42 | +31.7% |
| MC Moelis & Co | 31.2M | 1.0% | 548.1K | 68.29 | -2.9% |
| CECO CECO ENVIRONMENTAL CORP | 31.2M | 1.0% | 523.0K | 71.52 | +58.2% |
| SYRE Spyre Therapeutics, Inc. | 30.9M | 1.0% | 613.4K | 106.49 | +551.3% |
| BOOT Boot Barn Holdings, Inc. | 30.5M | 1.0% | 208.4K | 165.57 | -1.9% |
| UMBF UMB FINANCIAL CORP | 30.2M | 1.0% | 267.4K | 145.14 | +25.4% |
| ATRO ASTRONICS CORP | 30.0M | 0.9% | 449.1K | 78.00 | +126.7% |
| SPXC SPX Technologies, Inc. | 29.4M | 0.9% | 147.2K | 207.20 | +11.2% |
| ARLO Arlo Technologies, Inc. | 28.7M | 0.9% | 2.0M | 13.10 | -21.4% |
| NKTR NEKTAR THERAPEUTICS | 28.4M | 0.9% | 394.6K | 74.02 | +174.7% |
| FRPT Freshpet, Inc. | 28.3M | 0.9% | 480.7K | 73.97 | +21.5% |
| PDFS PDF SOLUTIONS INC | 28.2M | 0.9% | 860.8K | 45.65 | +137.0% |
| PIPR PIPER SANDLER COMPANIES | 27.6M | 0.9% | 360.6K | 75.02 | -6.8% |
| SKWD Skyward Specialty Insurance Group, Inc. | 27.4M | 0.9% | 627.9K | 56.89 | +14.7% |
| ALGT Allegiant Travel CO | 27.4M | 0.9% | 338.0K | 81.85 | +46.3% |
| TBBK Bancorp, Inc. | 26.4M | 0.8% | 491.3K | 67.19 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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