Institutions / Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
CIK 1352895 · Institution · as of Mar 31, 2026
Portfolio value
$2.06B
Positions
199
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.06B+0.4%Positions
199+5.3%Top holdings
Mar 31, 2026View all 199 →
| Company | Value | % of portfolio |
|---|---|---|
| Rbb Fd Inc | $69.87M | 3.4% |
| Modine Manufacturing Co | $51.16M | 2.5% |
| Guardant Health, Inc. | $47.99M | 2.3% |
| Bloom Energy Corp | $47.72M | 2.3% |
| TTM Technologies Inc | $45.79M | 2.2% |
| Cogent Biosciences, Inc. | $39.60M | 1.9% |
| Vse Corp | $36.13M | 1.8% |
| Kratos Defense & Security Solutions Inc | $36.01M | 1.7% |
| Fabrinet | $33.90M | 1.6% |
| Argan, Inc. | $32.10M | 1.6% |
| Aar Corp | $30.68M | 1.5% |
| LivaNova PLC | $28.88M | 1.4% |
| Axos Financial Inc | $28.65M | 1.4% |
| Credo Technology Group Holding Ltd | $28.29M | 1.4% |
| Travere Therapeutics, Inc. | $28.08M | 1.4% |
| Esco Technologies Inc | $27.72M | 1.3% |
| Mercury Systems Inc | $27.38M | 1.3% |
| Rambus Inc | $26.43M | 1.3% |
| Nlight, Inc. | $24.51M | 1.2% |
| National Vision Holdings, Inc. | $24.28M | 1.2% |
| BridgeBio Pharma, Inc. | $23.78M | 1.2% |
| Mirum Pharmaceuticals, Inc. | $23.13M | 1.1% |
| Applied Optoelectronics, Inc. | $22.99M | 1.1% |
| Kulicke & Soffa Industries Inc | $22.96M | 1.1% |
| TransMedics Group, Inc. | $22.80M | 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 Common stock | $-60.21M | -86K -98.57% | 1,243 0.04% of portfolio | high |
| Q1 2026 as of | Exit | Vital Farms, Inc. Common stock | $-22.30M | -698K -100.00% | 0 | medium |
| Q1 2026 as of | New | Plexus Corp Common stock | $20.72M | +102K | 102,278 1.00% of portfolio | medium |
| Q1 2026 as of | New | Piper Sandler Cos Common stock | $17.24M | +225K | 225,192 0.84% of portfolio | medium |
| Q1 2026 as of | Exit | Piper Sandler Cos Common stock | $-16.73M | -49K -100.00% | 0 | medium |
| Q1 2026 as of | New | Cohu Inc Common stock | $15.00M | +490K | 489,850 0.73% of portfolio | medium |
| Q1 2026 as of | Trim | 83089J108 Common stock | $-14.96M | -546K -74.87% | 183,263 0.24% of portfolio | medium |
| Q1 2026 as of | New | PVLA Palvella Therapeutics, Inc. Common Stock | $13.19M | +106K | 105,820 0.64% of portfolio | medium |
| Q1 2026 as of | Trim | ATI Inc Common stock | $-13.05M | -90K -48.87% | 93,847 0.66% of portfolio | medium |
| Q1 2026 as of | Trim | Applied Optoelectronics, Inc. Common stock | $-10.77M | -127K -31.90% | 271,760 1.12% of portfolio | medium |