EMERALD MUTUAL FUND ADVISERS TRUST

Est. AUM

$2.06B

13F long equity, this entity only

Positions

199

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	RBB FD INC	FM EMERALD LIFE	$69.9M	1997035	3.39%	SOLE
2	MODINE MANUFACTURING CO	COM	$51.2M	236071	2.48%	SOLE
3	GUARDANT HEALTH INC	COM	$48.0M	519545	2.33%	SOLE
4	BLOOM ENERGY CO	COM	$47.7M	352178	2.31%	SOLE
5	TTM TECHNOLOGIES INC	COM	$45.8M	470005	2.22%	SOLE
6	COGENT BIOSCIENCES INC	COM	$39.6M	1028832	1.92%	SOLE
7	VSE CORPORATION	COM	$36.1M	195915	1.75%	SOLE
8	KRATOS DEFENSE AND SECURITY	COM	$36.0M	510656	1.75%	SOLE
9	FABRINET	COM	$33.9M	65010	1.64%	SOLE
10	ARGAN INC	COM	$32.1M	58943	1.56%	SOLE
11	AAR CORPORATION	COM	$30.7M	280257	1.49%	SOLE
12	LIVANOVA PLC	COM	$28.9M	454329	1.40%	SOLE
13	AXOS FINANCIAL INC	COM	$28.7M	336740	1.39%	SOLE
14	CREDO TECHNOLOGY GROUP HOLDINGS	COM	$28.3M	301337	1.37%	SOLE
15	TRAVERE THERAPEUTICS INC	COM	$28.1M	945033	1.36%	SOLE
16	ESCO TECHNOLOGIES INC	COM	$27.7M	98502	1.34%	SOLE
17	MERCURY SYSTEMS INC	COM	$27.4M	375472	1.33%	SOLE
18	RAMBUS INC	COM	$26.4M	307248	1.28%	SOLE
19	NLIGHT INC	COM	$24.5M	429772	1.19%	SOLE
20	NATIONAL VISION HOLDINGS	COM	$24.3M	937540	1.18%	SOLE
21	BRIDGEBIO PHARMA INC	COM	$23.8M	320211	1.15%	SOLE
22	MIRUM PHARMACEUTICALS INC	COM	$23.1M	250399	1.12%	SOLE
23	APPLIED OPTOELECTRONICS INC	COM	$23.0M	271760	1.12%	SOLE
24	KULICKE AND SOFFA INDUSTRIES	COM	$23.0M	349295	1.11%	SOLE
25	TRANSMEDICS GROUP INC	COM	$22.8M	229326	1.11%	SOLE
26	IPG PHOTONICS CORP	COM	$22.1M	192457	1.07%	SOLE
27	SEMTECH CORP	COM	$21.9M	285037	1.06%	SOLE
28	RUSH STREET INTERACTIVE INC	COM	$21.4M	981901	1.04%	SOLE
29	PLEXUS CORP	COM	$20.7M	102278	1.00%	SOLE
30	SPYRE THERAPEUTICS	COM	$20.6M	408113	1.00%	SOLE
31	AEROVIRONMENT INC	COM	$20.6M	112407	1.00%	SOLE
32	IMAX CORP	COM	$20.0M	525986	0.97%	SOLE
33	STERLING INFRASTRUCTURE INC	COM	$19.9M	48875	0.97%	SOLE
34	MOELIS & CO	COM	$19.5M	342465	0.95%	SOLE
35	PALOMAR HOLDINGS INC	COM	$19.5M	163270	0.95%	SOLE
36	PDF SOLUTIONS INC	COM	$19.4M	594610	0.94%	SOLE
37	BOOT BARN HOLDINGS INC	COM	$18.9M	129260	0.92%	SOLE
38	CECO ENVIRONMENTAL CORP	COM	$18.7M	314005	0.91%	SOLE
39	ASTRONICS CORP	COM	$18.6M	279159	0.90%	SOLE
40	SPX TECHNOLOGIES INC	COM	$18.6M	93074	0.90%	SOLE
41	NEKTAR THERAPEUTICS	COM	$18.4M	256106	0.89%	SOLE
42	INTERDIGITAL INC PA COM	COM	$18.3M	60676	0.89%	SOLE
43	OLLIE'S BARGAIN OUTLET HOLDINGS	COM	$18.2M	197473	0.88%	SOLE
44	UMB FINANCIAL CORP	COM	$17.9M	158617	0.87%	SOLE
45	ARLO TECHNOLOGIES	COM	$17.9M	1256289	0.87%	SOLE
46	SOLARIS ENERGY INFRASTRUCTURE INC	COM	$17.8M	314782	0.86%	SOLE
47	FRESHPET INC	COM	$17.7M	300932	0.86%	SOLE
48	THE BANCORP INC	COM	$17.7M	328845	0.86%	SOLE
49	SKYWARD SPECIALTY INSURANCE	COM	$17.6M	401899	0.85%	SOLE
50	PIPER SANDLER CO	COM	$17.2M	225192	0.84%	SOLE

1–50 of 199

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