Fund HoldingsEMERALD MUTUAL FUND ADVISERS TRUST

Total Portfolio Value
$1.89B
Total Bought
$308.74M
Total Sold
$274.88M
Net Transaction
+$33.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ACADIA PHARMACEUTICALS INC01,304,556+1,304,556040,8462.16%+40,846
Q2 HOLDINGS INC(QTWO)0313,274+313,274013,5990.72%+13,599
TRANSMEDICS GROUP INC(TMDX)0414,089+414,089032,6841.73%+32,684
IMMUNOGEN INC1,466,0631,188,209-277,85423,26635,2301.87%+11,964
FRESHPET INC(FRPT)414,871452,771+37,90027,33239,2822.08%+11,951
BLUEPRINT MEDICINES CORP0380,260+380,260035,0751.86%+35,075
VARONIS SYSTEMS INC(VRNS)783,539783,539023,92935,4791.88%+11,549
ONTO INNOVATION INC(ONTO)67,980126,328+58,3488,66919,3161.02%+10,647
AXOS FINANCIAL INC(AX)162,304299,285+136,9816,14516,3410.87%+10,196
MADRIGAL PHARMACEUTICALS INC(MDGL)039,280+39,28009,0890.48%+9,089
FTAI AVIATION LTD(FTAI)671,648704,716+33,06823,87732,6991.73%+8,822
CYMABAY THERAPEUTICS INC809,738878,275+68,53712,07320,7451.10%+8,672
IMMUNOVANT INC(IMVT)0204,399+204,39908,6110.46%+8,611
LIGHT & WONDER INC(LNWO)0104,152+104,15208,5520.45%+8,552
DECIPHERA PHARMACEUTICALS INC0526,271+526,27108,4890.45%+8,489
BANC OF CALIFORNIA INC(BANC)95,795696,237+600,4421,1869,3500.50%+8,165
INSTALLED BUILDING PRODUCTS(IBP)042,559+42,55907,7810.41%+7,781
SHIFT4 PAYMENTS INC(FOUR)0402,554+402,554029,9261.58%+29,926
KRATOS DEFENSE AND SECURITY(KTOS)1,483,9021,471,782-12,12022,28829,8621.58%+7,574
IMPINJ INC(PI)098,656+98,65608,8820.47%+8,882
BRIDGEBIO PHARMA INC(BBIO)500,254500,254013,19220,1951.07%+7,004
SKYWARD SPECIALTY INSURANCE(SKWD)678,478747,913+69,43518,56325,3391.34%+6,776
FIRST ADVANTAGE CORP(FA)761,7681,021,242+259,47410,50516,9220.90%+6,417
NEOGENOMICS INC(NEO)01,557,895+1,557,895025,2071.33%+25,207
ALPHATEC HOLDINGS INC(ATEC)0396,729+396,72905,9950.32%+5,995
ALLEGHENY TECHNOLOGIES INC(ATI)0487,440+487,440022,1641.17%+22,164
KULICKE AND SOFFA INDUSTRIES(KLIC)17,220123,496+106,2768376,7580.36%+5,920
CREDO TECHNOLOGY GROUP HOLDINGS
ORDINARY SHARES
0977,828+977,828019,0381.01%+19,038
FORMFACTOR INC(FORM)395,440464,841+69,40113,81719,3891.03%+5,572
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)51,337119,756+68,4193,9629,0880.48%+5,126
PDF SOLUTIONS INC(PDFS)0616,031+616,031019,7991.05%+19,799
SYNAPTICS INC(SYNA)044,507+44,50705,0770.27%+5,077
RADNET INC(RDNT)380,260444,930+64,67010,72015,4700.82%+4,751
CHURCHILL DOWNS INC(CHDN)0260,414+260,414035,1381.86%+35,138
ONESPAWORLD HOLDINGS LIMITED
COM
154,376458,054+303,6781,7326,4590.34%+4,726
INDIE SEMICONDUCTOR INC02,307,275+2,307,275018,7120.99%+18,712
TIDEWATER INC(TDW)102,824166,243+63,4197,30811,9880.63%+4,680
ULTRAGENYX PHARMACEUTICAL INC(RARE)0385,340+385,340018,4270.98%+18,427
COLLEGIUM PHARMACEUTICAL INC(COLL)0551,794+551,794016,9840.90%+16,984
QUANTERIX CORP313,044473,753+160,7098,49612,9520.69%+4,456
INSMED INC(INSM)744,733748,344+3,61118,80523,1911.23%+4,387
ARHAUS INC(ARHS)1,035,2121,170,567+135,3559,62713,8710.73%+4,244
MOELIS & CO(MC)0380,711+380,711021,3691.13%+21,369
INTRA CELLULAR THERAPIES0280,589+280,589020,0961.06%+20,096
CVRx INC430,844329,081-101,7636,53610,3460.55%+3,810
HARMONIC INC(HLIT)0834,850+834,850010,8860.58%+10,886
RAMBUS INC(RMBS)295,566295,566016,49020,1721.07%+3,683
POPULAR INC(BPOP)67,09694,590+27,4944,2287,7630.41%+3,535
RAPID7 INC289,627289,627013,25916,5380.88%+3,279
SAVERS VALUE VILLAGE INC(SVV)690,364930,155+239,79112,88916,1660.86%+3,277
BJS RESTAURANT INC(BJRI)0387,909+387,909013,9690.74%+13,969
NV5 GLOBAL INC0240,216+240,216026,6931.41%+26,693
RXO INC(RXO)261,032356,026+94,9945,1508,2810.44%+3,131
AGILYSYS INC(AGYS)170,215169,308-90711,26114,3610.76%+3,099
RYMAN HOSPITALITY PROPERTIES(RHP)0114,492+114,492012,6010.67%+12,601
COGENT COMMUNICATIONS HOLDINGS0214,726+214,726016,3320.86%+16,332
SUPER MICRO COMPUTER INC(SMCI)0123,064+123,064034,9821.85%+34,982
SKYWATER TECHNOLOGY INC(SKYT)0847,752+847,75208,1550.43%+8,155
JACK IN THE BOX INC0206,561+206,561016,8620.89%+16,862
HERC HOLDINGS INC(HRI)0120,326+120,326017,9150.95%+17,915
HIRERIGHT GIS GROUP HOLDINGS0207,701+207,70102,7940.15%+2,794
AEROVIRONMENT INC188,251188,251020,99623,7271.26%+2,732
AKERO THERAPEUTCS INC0116,081+116,08102,7100.14%+2,710
TERRENO REALTY CORP(TRNO)0183,922+183,922011,5260.61%+11,526
MACOM TECHNOLOGY SOLUTIONS(MTSI)231,148230,080-1,06818,85721,3861.13%+2,529
INTEGER HOLDINGS CORP(ITGR)1,46125,174+23,7131152,4940.13%+2,380
TENABLE HOLDING(TENB)636,191666,832+30,64128,50130,7141.63%+2,213
PLAYAGS INC607,412726,995+119,5833,9606,1290.32%+2,168
SOLENO THERAPEUTICS INC201,326201,32605,9418,1030.43%+2,162
MERIT MED SYS INC(MMSI)0307,203+307,203023,3351.24%+23,335
CARPENTER TECHNOLOGY CORP(CRS)564,965564,965037,97140,0002.12%+2,028
COHERENT CORP(COHR)0180,166+180,16607,8430.42%+7,843
PORTILLOS INC0784,449+784,449012,4960.66%+12,496
AAR CORPORATION325,446339,988+14,54219,37421,2151.12%+1,841
PALOMAR HOLDINGS INC(PLMR)0375,266+375,266020,8271.10%+20,827
HOULIHAN LOKEY(HLI)0136,800+136,800016,4040.87%+16,404
PRIVIA HEALTH GROUP INC(PRVA)0812,355+812,355018,7090.99%+18,709
LIVE OAK BANCSHARES INC(LOB)14,00443,498+29,4944051,9790.10%+1,574
TRINITY CAPITAL INC(TRIN)633,025681,144+48,1198,8129,8970.52%+1,085
WESTERN ALLIANCE BANCORP(WAL)49,05550,297+1,2422,2553,3090.18%+1,054
FLYWIRE CORP(FLYW)56,115122,108+65,9931,7902,8270.15%+1,037
NAPCO SECURITY(NSSC)0147,684+147,68405,0580.27%+5,058
LENDINGTREE INC033,296+33,29601,0100.05%+1,010
NATIONAL VISION HOLDINGS(EYE)0561,081+561,081011,7430.62%+11,743
PERFICIENT INC0107,690+107,69007,0880.38%+7,088
METROPOLITAN BANK HOLDING CO(MCB)40,80740,80701,4802,2600.12%+779
MID PENN BANCORP INC(MPB)0162,281+162,28103,9400.21%+3,940
MICROSOFT CORP(MSFT)05,331+5,33102,0050.11%+2,005
FINWISE BANCORP0241,964+241,96403,4630.18%+3,463
DOCGO INC01,906,026+1,906,026010,6550.56%+10,655
COMMUNITY WEST BANCSHARES024,264+24,26404220.02%+422
HOMESTREET INC(MCHB)040,561+40,56104180.02%+418
APPLE INC(AAPL)08,207+8,20701,5800.08%+1,580
CONNECTONE BANCORP INC(CNOB)72,30172,30101,2891,6560.09%+367
OFG BANCORP(OFG)09,770+9,77003660.02%+366
NORTHEAST BANCORP
COM
32,03332,03301,4131,7680.09%+355
FIRST BANCORP(FBP)021,418+21,41803520.02%+352
PINNACLE FINL PARTNERS INC17,24017,24001,1561,5040.08%+348
KEYCORP(KEY)93,34393,34301,0041,3440.07%+340
PRIMIS FINANCIAL CORP068,143+68,14308630.05%+863
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