EMERALD ADVISERS, LLC

Est. AUM

$3.16B

13F long equity, this entity only

Positions

248

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MODINE MANUFACTURING CO	COM	$81.9M	378118	2.59%	SOLE
2	GUARDANT HEALTH INC	COM	$77.8M	841917	2.46%	SOLE
3	BLOOM ENERGY CO	COM	$73.4M	541787	2.32%	SOLE
4	TTM TECHNOLOGIES INC	COM	$73.1M	750417	2.31%	SOLE
5	COGENT BIOSCIENCES INC	COM	$61.1M	1588132	1.93%	SOLE
6	KRATOS DEFENSE AND SECURITY	COM	$58.9M	835929	1.87%	SOLE
7	VSE CORPORATION	COM	$58.0M	314789	1.84%	SOLE
8	FABRINET	COM	$56.1M	107493	1.77%	SOLE
9	ARGAN INC	COM	$51.9M	95272	1.64%	SOLE
10	AAR CORPORATION	COM	$48.8M	445693	1.54%	SOLE
11	CREDO TECHNOLOGY GROUP HOLDINGS	COM	$46.8M	498574	1.48%	SOLE
12	TRAVERE THERAPEUTICS INC	COM	$46.3M	1557196	1.46%	SOLE
13	ESCO TECHNOLOGIES INC	COM	$45.8M	162653	1.45%	SOLE
14	MERCURY SYSTEMS INC	COM	$43.4M	595314	1.37%	SOLE
15	LIVANOVA PLC	COM	$42.6M	670207	1.35%	SOLE
16	NLIGHT INC	COM	$42.6M	746674	1.35%	SOLE
17	RAMBUS INC	COM	$42.4M	493236	1.34%	SOLE
18	AXOS FINANCIAL INC	COM	$42.2M	496232	1.34%	SOLE
19	NATIONAL VISION HOLDINGS	COM	$38.9M	1502644	1.23%	SOLE
20	BRIDGEBIO PHARMA INC	COM	$38.3M	515361	1.21%	SOLE
21	KULICKE AND SOFFA INDUSTRIES	COM	$37.4M	568996	1.18%	SOLE
22	APPLIED OPTOELECTRONICS INC	COM	$36.7M	433882	1.16%	SOLE
23	MIRUM PHARMACEUTICALS INC	COM	$36.7M	397263	1.16%	SOLE
24	PALOMAR HOLDINGS INC	COM	$35.7M	298359	1.13%	SOLE
25	SEMTECH CORP	COM	$35.1M	457018	1.11%	SOLE
26	IPG PHOTONICS CORP	COM	$34.9M	304916	1.11%	SOLE
27	RUSH STREET INTERACTIVE INC	COM	$34.2M	1573500	1.08%	SOLE
28	TRANSMEDICS GROUP INC	COM	$34.1M	342791	1.08%	SOLE
29	PLEXUS CORP	COM	$33.7M	166532	1.07%	SOLE
30	SOLARIS ENERGY INFRASTRUCTURE INC	COM	$33.6M	594687	1.06%	SOLE
31	AEROVIRONMENT INC	COM	$32.9M	179874	1.04%	SOLE
32	STERLING INFRASTRUCTURE INC	COM	$32.5M	79836	1.03%	SOLE
33	IMAX CORP	COM	$32.3M	849148	1.02%	SOLE
34	OLLIE'S BARGAIN OUTLET HOLDINGS	COM	$31.9M	347125	1.01%	SOLE
35	INTERDIGITAL INC PA COM	COM	$31.4M	104065	0.99%	SOLE
36	MOELIS & CO	COM	$31.2M	548077	0.99%	SOLE
37	CECO ENVIRONMENTAL CORP	COM	$31.2M	523017	0.99%	SOLE
38	SPYRE THERAPEUTICS	COM	$30.9M	613365	0.98%	SOLE
39	BOOT BARN HOLDINGS INC	COM	$30.5M	208425	0.97%	SOLE
40	UMB FINANCIAL CORP	COM	$30.2M	267438	0.95%	SOLE
41	ASTRONICS CORP	COM	$30.0M	449126	0.95%	SOLE
42	SPX TECHNOLOGIES INC	COM	$29.4M	147250	0.93%	SOLE
43	ARLO TECHNOLOGIES	COM	$28.7M	2018929	0.91%	SOLE
44	NEKTAR THERAPEUTICS	COM	$28.4M	394604	0.90%	SOLE
45	FRESHPET INC	COM	$28.3M	480703	0.90%	SOLE
46	PDF SOLUTIONS INC	COM	$28.2M	860819	0.89%	SOLE
47	PIPER SANDLER CO	COM	$27.6M	360578	0.87%	SOLE
48	SKYWARD SPECIALTY INSURANCE	COM	$27.4M	627908	0.87%	SOLE
49	ALLEGIANT TRAVEL CO	COM	$27.4M	338033	0.87%	SOLE
50	THE BANCORP INC	COM	$26.4M	491340	0.84%	SOLE

1–50 of 248

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.