Institutions / Emerald Advisers, LLC
Emerald Advisers, LLC
CIK 1015083 · Institution · as of Mar 31, 2026
Portfolio value
$3.16B
Positions
248
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.16B-2.6%Positions
248+0.8%Top holdings
Mar 31, 2026View all 248 →
| Company | Value | % of portfolio |
|---|---|---|
| Modine Manufacturing Co | $81.94M | 2.6% |
| Guardant Health, Inc. | $77.77M | 2.5% |
| Bloom Energy Corp | $73.41M | 2.3% |
| TTM Technologies Inc | $73.11M | 2.3% |
| Cogent Biosciences, Inc. | $61.13M | 1.9% |
| Kratos Defense & Security Solutions Inc | $58.94M | 1.9% |
| Vse Corp | $58.05M | 1.8% |
| Fabrinet | $56.06M | 1.8% |
| Argan, Inc. | $51.89M | 1.6% |
| Aar Corp | $48.79M | 1.5% |
| Credo Technology Group Holding Ltd | $46.80M | 1.5% |
| Travere Therapeutics, Inc. | $46.26M | 1.5% |
| Esco Technologies Inc | $45.77M | 1.4% |
| Mercury Systems Inc | $43.40M | 1.4% |
| LivaNova PLC | $42.60M | 1.3% |
| Nlight, Inc. | $42.58M | 1.3% |
| Rambus Inc | $42.43M | 1.3% |
| Axos Financial Inc | $42.22M | 1.3% |
| National Vision Holdings, Inc. | $38.92M | 1.2% |
| BridgeBio Pharma, Inc. | $38.27M | 1.2% |
| Kulicke & Soffa Industries Inc | $37.39M | 1.2% |
| Applied Optoelectronics, Inc. | $36.70M | 1.2% |
| Mirum Pharmaceuticals, Inc. | $36.70M | 1.2% |
| Palomar Holdings, Inc. | $35.65M | 1.1% |
| Semtech Corp | $35.14M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Lumentum Hldgs Inc | $-101.84M | -145K -97.96% | 3,011 0.07% of portfolio | high |
| Q1 2026 as of | Exit | Vital Farms, Inc. | $-37.11M | -1.2M -100.00% | — | medium |
| Q1 2026 as of | New | Plexus Corp | $33.73M | +167K | 166,532 1.07% of portfolio | medium |
| Q1 2026 as of | Trim | 83089J108 | $-28.30M | -1.0M -78.26% | 286,767 0.25% of portfolio | medium |
| Q1 2026 as of | Exit | Piper Sandler Cos | $-27.99M | -82K -100.00% | — | medium |
| Q1 2026 as of | New | Piper Sandler Cos | $27.60M | +361K | 360,578 0.87% of portfolio | medium |
| Q1 2026 as of | New | Cohu Inc | $23.89M | +780K | 780,099 0.76% of portfolio | medium |
| Q1 2026 as of | New | PVLA Palvella Therapeutics, Inc. Common Stock | $20.13M | +162K | 161,500 0.64% of portfolio | medium |
| Q1 2026 as of | Trim | Applied Optoelectronics, Inc. | $-20.02M | -237K -35.30% | 433,882 1.16% of portfolio | medium |
| Q1 2026 as of | Exit | Merit Medical Systems Inc | $-19.96M | -227K -100.00% | — | medium |