Fund HoldingsEMERALD ADVISERS, LLC

Total Portfolio Value
$2.59B
Total Bought
$522.38M
Total Sold
$316.88M
Net Transaction
+$205.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FULTON FINL CORP PA(FULT)416,9291,307,559+890,6307,07923,7060.92%+16,627
LONGBOARD PHARMACEUTICALS INC228,523683,642+455,1196,17722,7860.88%+16,609
AVID BIOSERVICES INC01,448,916+1,448,916016,4890.64%+16,489
TRAVERE THERAPEUTICS INC(TVTX)01,960,659+1,960,659027,4301.06%+27,430
TTM TECHNOLOGIES INC(TTMI)0750,280+750,280013,6930.53%+13,693
BALDWIN INSURANCE GROUP INC(BWIN)868,745884,299+15,55430,81444,0381.70%+13,224
IMPINJ INC(PI)168,597182,481+13,88426,43139,5111.53%+13,080
Q2 HOLDINGS INC(QTWO)605,296620,877+15,58136,51849,5271.91%+13,010
UMB FINANCIAL CORP(UMBF)0122,415+122,415012,8670.50%+12,867
RXO INC(RXO)443,386852,441+409,05511,59523,8680.92%+12,274
SELECTIVE INSURANCE GROUP INC(SIGI)0126,125+126,125011,7670.45%+11,767
ULTRAGENYX PHARMACEUTICAL INC(RARE)0569,798+569,798031,6521.22%+31,652
INTERDIGITAL INC PA COM(IDCC)120,412180,987+60,57514,03525,6330.99%+11,598
BRIDGEBIO PHARMA INC(BBIO)01,103,508+1,103,508028,0951.09%+28,095
WAVE LIFE SCIENCES LTD(WVE)2,493,2302,881,510+388,28012,44123,6280.91%+11,187
COLLEGIUM PHARMACEUTICAL INC(COLL)0827,302+827,302031,9671.24%+31,967
COMMVAULT SYSTEMS INC(CVLT)069,525+69,525010,6960.41%+10,696
LOUISIANA-PACIFIC CORPORATION(LPX)289,697317,241+27,54423,85134,0911.32%+10,240
CLEARWATER ANALYTICS HDS0401,982+401,982010,1500.39%+10,150
FABRINET(FN)49,80893,167+43,35912,19322,0280.85%+9,836
LUMENTUM HOLDINGS INC(LITE)293,182378,535+85,35314,92923,9920.93%+9,063
MODINE MANUFACTURING CO(MOD)260,150264,349+4,19926,06435,1031.36%+9,038
KEROS THERAPEUTICS INC0155,545+155,54509,0320.35%+9,032
VITAL FARMS INC341,603706,440+364,83715,97724,7750.96%+8,798
SPYRE THERAPEUTICS(SYRE)0292,569+292,56908,6040.33%+8,604
EVERQUOTE INC(EVER)240,775640,032+399,2575,02313,4980.52%+8,476
RADNET INC(RDNT)647,932669,250+21,31838,17646,4391.80%+8,263
FIRST FINL BANCSHARES INC(FFIN)0222,507+222,50708,2350.32%+8,235
CELLDEX THERAPEUTICS INC(CLDX)0456,202+456,202015,5060.60%+15,506
SPX TECHNOLOGIES INC93,890132,051+38,16113,34621,0570.81%+7,711
AEROVIRONMENT INC197,459217,666+20,20735,96943,6421.69%+7,673
PORTILLOS INC01,272,214+1,272,214017,1370.66%+17,137
INSMED INC(INSM)640,267689,807+49,54042,89850,3561.95%+7,458
ALLEGHENY TECHNOLOGIES INC(ATI)0637,468+637,468042,6531.65%+42,653
VARONIS SYSTEMS INC(VRNS)0933,656+933,656052,7522.04%+52,752
PALOMAR HOLDINGS INC(PLMR)0449,973+449,973042,5991.65%+42,599
AXOS FINANCIAL INC(AX)442,086505,544+63,45825,26531,7891.23%+6,523
SHIFT4 PAYMENTS INC(FOUR)393,180398,807+5,62728,84035,3341.37%+6,495
LENDINGTREE INC0356,389+356,389020,6810.80%+20,681
BIOAGE LABS INC(BIOA)0281,317+281,31705,8510.23%+5,851
MOELIS & CO(MC)0440,330+440,330030,1671.17%+30,167
INTRA CELLULAR THERAPIES0441,296+441,296032,2901.25%+32,290
POPULAR INC(BPOP)0164,982+164,982016,5430.64%+16,543
STEWART INFORMATION SERVICES(STC)071,318+71,31805,3300.21%+5,330
KRATOS DEFENSE AND SECURITY(KTOS)1,764,2901,741,251-23,03935,30340,5711.57%+5,268
COGENT COMMUNICATIONS HOLDINGS0241,249+241,249018,3160.71%+18,316
SKYWARD SPECIALTY INSURANCE(SKWD)845,963874,581+28,61830,60735,6221.38%+5,015
FIRST ADVANTAGE CORP(FA)01,183,050+1,183,050023,4840.91%+23,484
TARSUS PHARMACEUTICALS INC(TARS)0146,298+146,29804,8120.19%+4,812
VIKING THERAPEUTICS INC(VKTX)0339,047+339,047021,4650.83%+21,465
CLEAR SECURE INC(YOU)0292,257+292,25709,6850.37%+9,685
SOLENO THERAPEUTICS INC0313,334+313,334015,8200.61%+15,820
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)219,404257,297+37,89321,53925,0090.97%+3,470
SPROUT SOCIAL INC121,789263,041+141,2524,3457,6470.30%+3,301
APPLIED OPTOELECTRONICS INC(AAOI)0526,458+526,45807,5340.29%+7,534
CARPENTER TECHNOLOGY CORP(CRS)511,204370,006-141,19856,01859,0462.28%+3,028
AKERO THERAPEUTCS INC0524,427+524,427015,0460.58%+15,046
ATRICURE INC(ATRC)0389,836+389,836010,9310.42%+10,931
INSTALLED BUILDING PRODUCTS(IBP)054,656+54,656013,4600.52%+13,460
EXPRO GROUP HOLDINGS NV585,578907,451+321,87313,42115,5810.60%+2,159
KALVISTA PHARMACEUTICALS INC0835,988+835,98809,6810.37%+9,681
LIFE360 INC(LIF)209,221221,679+12,4586,7778,7230.34%+1,946
SKYWATER TECHNOLOGY INC(SKYT)01,113,353+1,113,353010,1090.39%+10,109
ORTHOFIX MEDICAL INC0732,660+732,660011,4440.44%+11,444
CACTUS INC(WHD)258,826254,763-4,06313,65015,2020.59%+1,551
IBOTTA INC34,56765,733+31,1662,5984,0500.16%+1,452
TERRENO REALTY CORP(TRNO)0205,861+205,861013,7580.53%+13,758
SILICON LABORATORIES INC(SLAB)010,187+10,18701,1770.05%+1,177
AGILYSYS INC(AGYS)240,341239,455-88625,02926,0931.01%+1,064
APPLE INC(AAPL)28,34030,075+1,7355,9697,0070.27%+1,039
NV5 GLOBAL INC0280,666+280,666026,2371.01%+26,237
CREDO TECHNOLOGY GROUP HOLDINGS
ORDINARY SHARES
1,507,0191,593,082+86,06348,13449,0671.90%+933
BOWHEAD SPECIALTY HOLDINGS(BOW)234,950242,633+7,6835,9546,7960.26%+843
RYMAN HOSPITALITY PROPERTIES(RHP)0132,663+132,663014,2270.55%+14,227
EQT CORP(EQT)027,841+27,84101,0200.04%+1,020
FRESHPET INC(FRPT)537,660514,004-23,65669,56870,3002.72%+733
TRINITY CAPITAL INC(TRIN)0804,942+804,942010,9230.42%+10,923
UNITED THERAPEUTICS CORP DEL(UTHR)01,932+1,93206920.03%+692
ELI LILLY & CO(LLY)1,0691,873+8049681,6590.06%+692
FIRST CITIZENS BANCSHARES INC CL A(FCNCA)0368+36806770.03%+677
NORTHERN OIL AND GAS(NOG)566,999611,509+44,51021,07521,6540.84%+578
ENPHASE ENERGY, INC(ENPH)06,770+6,77007650.03%+765
RAMBUS INC(RMBS)394,961561,414+166,45323,20823,7030.92%+495
ORRSTOWN FINL SVCS INC013,193+13,19304740.02%+474
DATADOG INC(DDOG)03,865+3,86504450.02%+445
THE AES CORPORATION(AES)50,73464,896+14,1628911,3020.05%+410
PALANTIR TECHNOLOGIES INC(PLTR)020,496+20,49607620.03%+762
KLA CORPORATION(KLAC)0490+49003790.01%+379
META PLATFORMS INC(META)5,5615,56102,8043,1830.12%+379
SAREPTA THERAPEUTICS INC(SRPT)4,2798,338+4,0596761,0410.04%+365
QUANTERIX CORP0719,217+719,21709,3210.36%+9,321
ASTERA LABS INC(ALAB)06,296+6,29603300.01%+330
AXON ENTERPRISE INC(AXON)9071,444+5372675770.02%+310
DECKERS OUTDOOR CORPORATION(DECK)4514,659+4,2084377430.03%+306
UNTIY SOFTWARE INC(U)020,554+20,55404650.02%+465
MERIT MED SYS INC(MMSI)359,153315,179-43,97430,86931,1491.20%+280
APPLOVIN CORP(APP)2,2413,333+1,0921864350.02%+249
BLOOM ENERGY CO023,471+23,47102480.01%+248
NU HOLDINGS LTD(NU)38,35954,050+15,6914947380.03%+243
COINBASE GLOBAL INC(COIN)01,334+1,33402380.01%+238
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