Fund HoldingsEMERALD ADVISERS, LLC

Total Portfolio Value
$2.06B
Total Bought
$332.08M
Total Sold
$359.45M
Net Transaction
-$27.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AAR CORPORATION9,174401,440+392,26653023,8981.16%+23,368
CYMABAY THERAPEUTICS INC0983,775+983,775014,6680.71%+14,668
RADNET INC(RDNT)0443,538+443,538012,5030.61%+12,503
WEATHERFORD INTERNATIONAL PUBLIC LIMITED(WFRD)0128,162+128,162011,5770.56%+11,577
ONTO INNOVATION INC(ONTO)082,270+82,270010,4910.51%+10,491
QUANTERIX CORP0385,496+385,496010,4620.51%+10,462
IMMUNOGEN INC983,6971,811,306+827,60918,56228,7451.39%+10,183
BRIDGEBIO PHARMA INC(BBIO)479,125694,000+214,8758,24118,3010.89%+10,060
TIDEWATER INC(TDW)0131,569+131,56909,3510.45%+9,351
TETRA TECHNOLOGIES(TTI)3,412,8193,182,502-230,31711,53520,3040.98%+8,769
SAVERS VALUE VILLAGE INC(SVV)326,894870,677+543,7837,74716,2560.79%+8,508
CARPENTER TECHNOLOGY CORP(CRS)687,827687,232-59538,60846,1892.24%+7,581
SOLENO THERAPEUTICS INC0248,674+248,67407,3380.36%+7,338
TRINET GROUP IN(TNET)312,349313,084+73529,66436,4681.77%+6,804
FORMFACTOR INC(FORM)304,463481,911+177,44810,41916,8380.82%+6,419
AGILYSYS INC(AGYS)121,269208,388+87,1198,32413,7870.67%+5,463
VARONIS SYSTEMS INC(VRNS)914,337969,715+55,37824,36729,6151.43%+5,248
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)063,113+63,11304,8710.24%+4,871
NEXTRACKER INC161,639274,874+113,2356,43511,0390.53%+4,604
AEROVIRONMENT INC208,325231,094+22,76921,30725,7741.25%+4,466
ARHAUS INC(ARHS)747,1111,278,004+530,8937,79211,8850.58%+4,093
TENABLE HOLDING(TENB)738,521795,198+56,67732,16335,6251.73%+3,462
FTAI AVIATION LTD(FTAI)863,149862,312-83727,32730,6551.48%+3,328
INSMED INC(INSM)989,026937,516-51,51020,86823,6721.15%+2,804
VALARIS LTD(VAL)227,984227,985+114,34717,0940.83%+2,747
MONTROSE ENVIRONMENTAL GROUP478,592777,221+298,62920,15822,7411.10%+2,583
LIVANOVA PLC(LIVN)591,855622,491+30,63630,43932,9171.59%+2,478
FIRST ADVANTAGE CORP(FA)686,445935,340+248,89510,57812,8980.62%+2,320
CHART INDS INC(GTLS)252,481252,174-30740,34442,6482.07%+2,304
MACOM TECHNOLOGY SOLUTIONS(MTSI)0284,444+284,444023,2051.12%+23,205
RAMBUS INC(RMBS)289,246364,279+75,03318,56120,3230.98%+1,762
AXOS FINANCIAL INC(AX)127,286176,396+49,1105,0206,6780.32%+1,658
SKYWARD SPECIALTY INSURANCE(SKWD)767,016766,518-49819,48220,9721.02%+1,490
MATADOR RESOURCES CO(MTDR)0210,773+210,773012,5370.61%+12,537
RXO INC(RXO)215,942319,717+103,7754,8956,3080.31%+1,413
TRINITY CAPITAL INC(TRIN)694,672755,562+60,8909,21110,5170.51%+1,306
KRATOS DEFENSE AND SECURITY(KTOS)1,873,0141,864,494-8,52026,85928,0051.36%+1,146
XPO LOGISTICS(XPO)016,523+16,52301,2340.06%+1,234
CACTUS INC(WHD)590,032515,740-74,29224,97025,8951.25%+925
PINTEREST INC(PINS)030,913+30,91308360.04%+836
LPL FINANCIAL HOLDINGS INC(LPLA)03,339+3,33907940.04%+794
ANI PHARMACEUTICALS INC(ANIP)0174,277+174,277010,1190.49%+10,119
TEVA PHARMACEUTICAL INDUSTRIES LIMITED(TEVA)067,452+67,45206880.03%+688
META PLATFORMS INC(META)4,5056,457+1,9521,2931,9380.09%+646
MSCI INC(MSCI)01,088+1,08805580.03%+558
SEAGEN INC03,859+3,85908190.04%+819
ICON PLC(ICLR)01,776+1,77604370.02%+437
HELIX ENERGY SOLUTIONS GROUP INC(HLX)036,788+36,78804110.02%+411
CLOUDFLARE INC(NET)06,006+6,00603790.02%+379
UNITEDHEALTH GROUP INC(UNH)02,055+2,05501,0360.05%+1,036
MP MATERIALS CORP(MP)079,796+79,79601,5240.07%+1,524
CLEAR SECURE INC(YOU)222,063288,230+66,1675,1455,4880.27%+343
PURE STORAGE(P)45,94356,935+10,9921,6922,0280.10%+336
ALPHABET INC CLA A(GOOG)26,88126,88103,2183,5180.17%+300
MATCH GROUP INC(MTCH)032,666+32,66601,2800.06%+1,280
REGENERAN PHARM(REGN)0677+67705570.03%+557
MODERNA INC(MRNA)02,521+2,52102600.01%+260
COPART INC(CPRT)06,024+6,02402600.01%+260
ENPHASE ENERGY, INC(ENPH)08,341+8,34101,0020.05%+1,002
UBER TECHNOLOGIES INC(UBER)019,967+19,96709180.04%+918
FABRINET(FN)01,304+1,30402170.01%+217
CROWDSTRIKE HOLDINGS INC(CRWD)010,869+10,86901,8190.09%+1,819
BIOMARIN PHARMACEUTICAL INC(BMRN)012,542+12,54201,1100.05%+1,110
METTLER-TOLEDO INTERNATIONAL INC(MTD)0429+42904750.02%+475
STERIS PUBLIC LIMITED COMPANY(STE)0783+78301720.01%+172
POPULAR INC(BPOP)68,00268,003+14,1154,2850.21%+169
THE TRADE DESK(TTD)07,116+7,11605560.03%+556
CHENIERE ENERGY INC(LNG)14,08413,910-1742,1462,3090.11%+163
RAPID7 INC0350,921+350,921016,0650.78%+16,065
TESLA MOTORS, INC(TSLA)5,0625,875+8131,3251,4700.07%+145
EPAM SYSTEMS INC(EPAM)0440+44001130.01%+113
COSTAR GROUP INC(CSGP)013,226+13,22601,0170.05%+1,017
EXPEDIA GROUP INC(EXPE)03,658+3,65803770.02%+377
T ROWE PRICE GROUP INC(TROW)03,061+3,06103210.02%+321
NEW FORTRESS ENERGY INC015,278+15,27805010.02%+501
HESS CORP05,467+5,46708360.04%+836
CNB FINL CORP PA(CCNE)0165,569+165,56902,9980.15%+2,998
FRESHPET INC(FRPT)0520,761+520,761034,3081.66%+34,308
ENTERPRISE FINL SVCS CORP(EFSC)01,783+1,7830670.00%+67
TJX COS.(TJX)015,798+15,79801,4040.07%+1,404
DIAMONDBACK ENERGY INC(FANG)02,431+2,43103770.02%+377
FIRST COMMONWEALTH FINANCIAL CORPORATION(FCF)04,044+4,0440490.00%+49
PLAYAGS INC0135,796+135,79608850.04%+885
SALESFORCE.COM INC(CRM)0200+2000410.00%+41
CITIZENS & NORTHERN CORP02,300+2,3000400.00%+40
COSTCO WHOLESALE CORP(COST)01,300+1,30007340.04%+734
KINSALE CAPITAL GROUP INC(KNSL)079+790330.00%+33
SBA COMMUNICATIONS CORP CL A(SBAC)0155+1550310.00%+31
AMERICAN TOWER CORP(AMT)0175+1750290.00%+29
ALKERMES PLC(ALKS)0980+9800270.00%+27
PINNACLE FINL PARTNERS INC0407+4070270.00%+27
PACWEST BANCORP DEL03,026+3,0260240.00%+24
DELTA AIR LINES INC(DAL)010,645+10,64503940.02%+394
FIVE BELOW(FIVE)0148+1480240.00%+24
TARGA RESOURCES CORP(TRGP)02,656+2,65602280.01%+228
ENERSYS(ENS)0202+2020190.00%+19
ANSYS INC064+640190.00%+19
ROKU INC(ROKU)0250+2500180.00%+18
ADOBE INC(ADBE)84284204124290.02%+18
CONSTELLATION BRANDS INC(STZ)5,4955,443-521,3521,3680.07%+16
Page 1 of 1