Institutions / EMERALD ADVISERS, LLC / Holdings

Emerald Advisers, LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
MODINE MANUFACTURING CO	—	$81.94M	378,118	2.6%
Guardant Health, Inc.	—	$77.77M	841,917	2.5%
Bloom Energy Corp	—	$73.41M	541,787	2.3%
TTM Technologies Inc	—	$73.11M	750,417	2.3%
Cogent Biosciences, Inc.	—	$61.13M	1,588,132	1.9%
Kratos Defense & Security Solutions Inc	—	$58.94M	835,929	1.9%
VSE CORP	—	$58.05M	314,789	1.8%
Fabrinet	—	$56.06M	107,493	1.8%
Argan, Inc.	—	$51.89M	95,272	1.6%
AAR CORP	—	$48.79M	445,693	1.5%
Credo Technology Group Holding Ltd	—	$46.80M	498,574	1.5%
Travere Therapeutics, Inc.	—	$46.26M	1,557,196	1.5%
ESCO TECHNOLOGIES INC	—	$45.77M	162,653	1.4%
MERCURY SYSTEMS INC	—	$43.40M	595,314	1.4%
LivaNova PLC	—	$42.60M	670,207	1.3%
NLIGHT, INC.	—	$42.58M	746,674	1.3%
RAMBUS INC	—	$42.43M	493,236	1.3%
Axos Financial Inc	—	$42.22M	496,232	1.3%
National Vision Holdings, Inc.	—	$38.92M	1,502,644	1.2%
BridgeBio Pharma, Inc.	—	$38.27M	515,361	1.2%
KULICKE & SOFFA INDUSTRIES INC	—	$37.39M	568,996	1.2%
APPLIED OPTOELECTRONICS, INC.	—	$36.70M	433,882	1.2%
Mirum Pharmaceuticals, Inc.	—	$36.70M	397,263	1.2%
Palomar Holdings, Inc.	—	$35.65M	298,359	1.1%
SEMTECH CORP	—	$35.14M	457,018	1.1%
IPG PHOTONICS CORP	—	$34.94M	304,916	1.1%
Rush Street Interactive, Inc.	—	$34.22M	1,573,500	1.1%
TransMedics Group, Inc.	—	$34.08M	342,791	1.1%
PLEXUS CORP	—	$33.73M	166,532	1.1%
Solaris Energy Infrastructure, Inc.	—	$33.61M	594,687	1.1%
AeroVironment Inc	—	$32.93M	179,874	1.0%
STERLING INFRASTRUCTURE, INC.	—	$32.51M	79,836	1.0%
IMAX CORP	—	$32.28M	849,148	1.0%
Ollie's Bargain Outlet Holdings, Inc.	—	$31.95M	347,125	1.0%
InterDigital, Inc.	—	$31.43M	104,065	1.0%
Moelis & Co	—	$31.24M	548,077	1.0%
CECO ENVIRONMENTAL CORPCECO	Common Stock	$31.16M	523,017	1.0%
SPYRE THERAPEUTICS, INC.	—	$30.94M	613,365	1.0%
Boot Barn Holdings, Inc.	—	$30.51M	208,425	1.0%
UMB Financial Corp	—	$30.16M	267,438	1.0%
ASTRONICS CORP	—	$29.97M	449,126	0.9%
SPX Technologies, Inc.	—	$29.44M	147,250	0.9%
Arlo Technologies, Inc.	—	$28.73M	2,018,929	0.9%
NEKTAR THERAPEUTICS	—	$28.39M	394,604	0.9%
Freshpet, Inc.	—	$28.34M	480,703	0.9%
PDF Solutions, Inc.	—	$28.16M	860,819	0.9%
Piper Sandler Cos	—	$27.60M	360,578	0.9%
Skyward Specialty Insurance Group, Inc.	—	$27.43M	627,908	0.9%
Allegiant Travel CO	—	$27.39M	338,033	0.9%
Bancorp Inc/The	—	$26.40M	491,340	0.8%