Universe · entity
EMERALD ADVISERS, LLC
Institutional manager (13F) · CIK 1015083
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MODINE MANUFACTURING CO | $82M | 378,118 |
| 2 | GUARDANT HEALTH INC | $78M | 841,917 |
| 3 | BLOOM ENERGY CO | $73M | 541,787 |
| 4 | TTM TECHNOLOGIES INC | $73M | 750,417 |
| 5 | COGENT BIOSCIENCES INC | $61M | 1,588,132 |
| 6 | KRATOS DEFENSE AND SECURITY | $59M | 835,929 |
| 7 | VSE CORPORATION | $58M | 314,789 |
| 8 | FABRINET | $56M | 107,493 |
| 9 | ARGAN INC | $52M | 95,272 |
| 10 | AAR CORPORATION | $49M | 445,693 |
| 11 | CREDO TECHNOLOGY GROUP HOLDINGS | $47M | 498,574 |
| 12 | TRAVERE THERAPEUTICS INC | $46M | 1,557,196 |
| 13 | ESCO TECHNOLOGIES INC | $46M | 162,653 |
| 14 | MERCURY SYSTEMS INC | $43M | 595,314 |
| 15 | LIVANOVA PLC | $43M | 670,207 |
| 16 | NLIGHT INC | $43M | 746,674 |
| 17 | RAMBUS INC | $42M | 493,236 |
| 18 | AXOS FINANCIAL INC | $42M | 496,232 |
| 19 | NATIONAL VISION HOLDINGS | $39M | 1,502,644 |
| 20 | BRIDGEBIO PHARMA INC | $38M | 515,361 |
| 21 | KULICKE AND SOFFA INDUSTRIES | $37M | 568,996 |
| 22 | APPLIED OPTOELECTRONICS INC | $37M | 433,882 |
| 23 | MIRUM PHARMACEUTICALS INC | $37M | 397,263 |
| 24 | PALOMAR HOLDINGS INC | $36M | 298,359 |
| 25 | SEMTECH CORP | $35M | 457,018 |
| 26 | IPG PHOTONICS CORP | $35M | 304,916 |
| 27 | RUSH STREET INTERACTIVE INC | $34M | 1,573,500 |
| 28 | TRANSMEDICS GROUP INC | $34M | 342,791 |
| 29 | PLEXUS CORP | $34M | 166,532 |
| 30 | SOLARIS ENERGY INFRASTRUCTURE INC | $34M | 594,687 |
| 31 | AEROVIRONMENT INC | $33M | 179,874 |
| 32 | STERLING INFRASTRUCTURE INC | $33M | 79,836 |
| 33 | IMAX CORP | $32M | 849,148 |
| 34 | OLLIE'S BARGAIN OUTLET HOLDINGS | $32M | 347,125 |
| 35 | INTERDIGITAL INC PA COM | $31M | 104,065 |
| 36 | MOELIS & CO | $31M | 548,077 |
| 37 | CECO ENVIRONMENTAL CORP | $31M | 523,017 |
| 38 | SPYRE THERAPEUTICS | $31M | 613,365 |
| 39 | BOOT BARN HOLDINGS INC | $31M | 208,425 |
| 40 | UMB FINANCIAL CORP | $30M | 267,438 |
| 41 | ASTRONICS CORP | $30M | 449,126 |
| 42 | SPX TECHNOLOGIES INC | $29M | 147,250 |
| 43 | ARLO TECHNOLOGIES | $29M | 2,018,929 |
| 44 | NEKTAR THERAPEUTICS | $28M | 394,604 |
| 45 | FRESHPET INC | $28M | 480,703 |
| 46 | PDF SOLUTIONS INC | $28M | 860,819 |
| 47 | PIPER SANDLER CO | $28M | 360,578 |
| 48 | SKYWARD SPECIALTY INSURANCE | $27M | 627,908 |
| 49 | ALLEGIANT TRAVEL CO | $27M | 338,033 |
| 50 | THE BANCORP INC | $26M | 491,340 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.