Fund HoldingsEMERALD ADVISERS, LLC

Total Portfolio Value
$3.25B
Total Bought
$513.53M
Total Sold
$621.51M
Net Transaction
-$107.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
COGENT BIOSCIENCES INC(COGT)1,579,4961,583,346+3,85022,68256,2401.73%+33,559
GUARDANT HEALTH INC(GH)873,203861,824-11,37954,55888,0272.71%+33,469
PIPER SANDLER CO082,407+82,407027,9940.86%+27,994
TETRA TECHNOLOGIES(TTI)249,4092,855,302+2,605,8931,43426,7540.82%+25,320
SYNAPTICS INC(SYNA)0339,113+339,113025,1010.77%+25,101
TREVI THERAPEUTICS(TRVI)01,892,276+1,892,276023,6910.73%+23,691
CECO ENVIRONMENTAL CORP(CECO)119,407458,525+339,1186,11427,4430.85%+21,329
IMAX CORP329,172853,822+524,65010,78031,5570.97%+20,777
WAVE LIFE SCIENCES LTD(WVE)2,996,9002,455,089-541,81121,93741,7371.29%+19,799
LUMEXA IMAGING HOLDINGS INC(LMRI)0932,889+932,889017,2580.53%+17,258
BILLIONTOONE INC0188,949+188,949015,4640.48%+15,464
NLIGHT INC(LASR)486,481781,877+295,39614,41429,3280.90%+14,914
AVEANNA HEALTHCARE HOLDINGS(AVAH)01,748,725+1,748,725014,2870.44%+14,287
LIVANOVA PLC(LIVN)551,162700,948+149,78628,87043,1291.33%+14,259
ASTRONICS CORP0242,727+242,727013,1660.41%+13,166
CARDINAL INFRASTRUCTURE GROUP(CDNL)0513,355+513,355012,4130.38%+12,413
SPYRE THERAPEUTICS(SYRE)548,712636,109+87,3979,19620,8390.64%+11,643
LENDINGCLUB CORP(HAPN)211,874778,208+566,3343,21814,7390.45%+11,521
VSE CORPORATION(VSEC)223,291279,543+56,25237,12048,2971.49%+11,177
COASTAL FINANCIAL CORP(CCB)59,086152,755+93,6696,39117,5040.54%+11,113
ALPHATEC HOLDINGS INC(ATEC)1,638,8821,637,729-1,15323,82934,4581.06%+10,628
MOELIS & CO(MC)451,497615,594+164,09732,20142,3161.30%+10,115
EVOLV TECHNOLOGIES(EVLV)2,619,8224,171,243+1,551,42119,78029,8660.92%+10,086
ATI Inc(ATI)0307,552+307,552035,2951.09%+35,295
KULICKE AND SOFFA INDUSTRIES(KLIC)362,610539,114+176,50414,73624,5620.76%+9,826
TRAVERE THERAPEUTICS INC(TVTX)2,146,7671,594,184-552,58351,30860,9141.88%+9,606
ACADIA PHARMACEUTICALS INC0811,197+811,197021,6670.67%+21,667
FABRINET(FN)0109,289+109,289049,7571.53%+49,757
CUSTOMERS BANCORP INC(CUBB)231,753330,310+98,55715,15024,1520.74%+9,003
SAVARA INC(SVRA)3,529,3243,495,496-33,82812,60021,0780.65%+8,478
APPLIED OPTOELECTRONICS INC(AAOI)0670,577+670,577023,3760.72%+23,376
ARGAN INC86,53298,072+11,54023,36830,7280.95%+7,360
UMB FINANCIAL CORP(UMBF)209,563275,296+65,73324,80231,6700.98%+6,868
COLLEGIUM PHARMACEUTICAL INC(COLL)0629,344+629,344029,1390.90%+29,139
AXSOME THERAPEUTICS INC(AXSM)108,942108,082-86013,23119,7400.61%+6,509
SEACOAST BANKING CORPORATION OF FLORIDA(SBCF)0191,651+191,65106,0220.19%+6,022
CARPENTER TECHNOLOGY CORP(CRS)092,448+92,448029,1060.90%+29,106
COMPASS INC(COMP)1,587,8931,739,511+151,61812,75118,3870.57%+5,636
PALOMAR HOLDINGS INC(PLMR)0301,964+301,964040,6931.25%+40,693
BOOT BARN HOLDINGS INC160,165181,688+21,52326,54332,0620.99%+5,520
KALVISTA PHARMACEUTICALS INC1,351,2541,340,495-10,75916,45821,6490.67%+5,191
TTM TECHNOLOGIES INC(TTMI)1,007,555915,128-92,42758,03563,1441.95%+5,109
FRESHPET INC(FRPT)0417,400+417,400025,4320.78%+25,432
BJ'S RESTAURANT INC(BJRI)0551,622+551,622021,7340.67%+21,734
SEMTECH CORP(SMTC)419,094470,751+51,65729,94434,6901.07%+4,745
AGILYSYS INC(AGYS)0328,431+328,431039,0311.20%+39,031
SOLARIS ENERGY INFRASTRUCTURE INC(SEI)616,719626,692+9,97324,65028,8090.89%+4,159
ALLEGIANT TRAVEL CO(ALGT)427,718349,945-77,77325,99229,8400.92%+3,847
RUSH STREET INTERACTIVE INC(RSI)1,341,7391,606,049+264,31027,47931,2060.96%+3,727
BLACK ROCK COFFEE BAR415,046612,493+197,4479,90313,6280.42%+3,725
EVERQUOTE INC(EVER)689,253720,686+31,43315,76319,4590.60%+3,695
BRIDGEBIO PHARMA INC(BBIO)0535,764+535,764040,9811.26%+40,981
FIVE BELOW(FIVE)85,15885,611+45313,17416,1260.50%+2,952
ONTO INNOVATION INC(ONTO)127,561122,613-4,94816,48319,3560.60%+2,872
ARHAUS INC(ARHS)1,678,3091,846,549+168,24017,84020,7000.64%+2,859
BYRNA TECHNOLOGIES INC0162,809+162,80902,7340.08%+2,734
ESCO TECHNOLOGIES INC(ESE)141,419166,679+25,26029,85532,5671.00%+2,712
IPG PHOTONICS CORP(IPGP)151,967204,050+52,08312,03414,6100.45%+2,576
PDF SOLUTIONS INC(PDFS)942,655943,372+71724,33926,9140.83%+2,575
NEPTUNE INSURANCE HOLDINGS(NP)40,239113,217+72,9788053,3010.10%+2,497
AAR CORPORATION364,875419,470+54,59532,71834,7281.07%+2,010
FIRST WATCH RESTAURANT GROUP821,090978,408+157,31812,84214,7540.45%+1,913
MIRUM PHARMACEUTICALS INC(MIRM)369,600367,134-2,46627,09529,0000.89%+1,905
SPX TECHNOLOGIES INC153,507152,787-72028,67230,5670.94%+1,895
EXCELERATE ENERGY INC(EE)0318,018+318,01808,9200.27%+8,920
SKYWARD SPECIALTY INSURANCE(SKWD)0657,668+657,668033,6131.04%+33,613
ALPHABET INC CLA A(GOOG)16,43916,020-4193,9965,0140.15%+1,018
D-WAVE QUANTUM INC(QBTS)547,249543,272-3,97713,52314,2070.44%+684
SLIDE INSURANCE HOLDINGS INC(SLDE)061,145+61,14501,1910.04%+1,191
MID PENN BANCORP INC(MPB)022,419+22,41906950.02%+695
PIXELWORKS INC064,695+64,69504110.01%+411
MONGODB INC(MDB)3,6423,523-1191,1301,4790.05%+348
TEVA PHARMACEUTICAL INDUSTRIES LIMITED(TEVA)034,289+34,28901,0700.03%+1,070
ENOVA INTERNATI(ENVA)02,149+2,14903380.01%+338
INSMED INC(INSM)12,39311,990-4031,7852,0870.06%+302
ELI LILLY & CO(LLY)01,021+1,02101,0970.03%+1,097
TAKE TWO INTERACTIVE SOFTWARE(TTWO)7,3188,481+1,1631,8912,1710.07%+281
MP MATERIALS CORP(MP)9,88318,046+8,1636639120.03%+249
TARGA RESOURCES CORP(TRGP)05,173+5,17309540.03%+954
FAIR ISAAC CORP(FICO)0569+56909620.03%+962
PALANTIR TECHNOLOGIES INC(PLTR)02,893+2,89305140.02%+514
INVIVYD INC089,938+89,93802220.01%+222
FTAI AVIATION LTD(FTAI)9,4049,099-3051,5691,7910.06%+222
BWX TECHNOLOGIES INC(BWXT)5,0796,667+1,5889361,1520.04%+216
GENIUS SPORTS LIMITED
SHARES CL A
087,417+87,41709630.03%+963
APPLE INC(AAPL)20,13319,619-5145,1265,3340.16%+207
XPO LOGISTICS(XPO)03,565+3,56504850.01%+485
EXACT SCIENCES CORP(EXK)04,224+4,22404290.01%+429
BIOGEN IDEC INC(BIIB)6,2476,027-2208751,0610.03%+186
BOWMAN CONSULTING GROUP LTD013,624+13,62404500.01%+450
MIRION TECHNOLOGIES INC(MIR)1,137,1651,137,146-1926,45026,6320.82%+182
AXOS FINANCIAL INC(AX)528,912521,379-7,53344,77244,9221.38%+150
PROFICIENT AUTO LOGISTICS INC045,025+45,02504340.01%+434
AMAZON.COM, INC(AMZN)017,810+17,81004,1110.13%+4,111
BROADCOM LTD(AVGO)11,12110,838-2833,6693,7510.12%+82
FIGURE TECHNOLOGY SOLUTIONS(FGRS)15,00015,271+2715466240.02%+78
TWILIO INC(TWLO)01,737+1,73702470.01%+247
EXPEDIA GROUP INC(EXPE)0960+96002720.01%+272
UNITED THERAPEUTICS CORP DEL(UTHR)01,069+1,06905210.02%+521
DELTA AIR LINES INC(DAL)04,857+4,85703370.01%+337
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