Emerald Advisers as of Dec. 31, 2025
Portfolio Holdings for Emerald Advisers
Emerald Advisers holds 246 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guardant Health (GH) | 2.7 | $88M | 862k | 102.14 | |
| Credo Technology Group Holding (CRDO) | 2.2 | $71M | 496k | 143.89 | |
| Kratos Defense & Security Solutions (KTOS) | 2.0 | $66M | 875k | 75.91 | |
| TTM Technologies (TTMI) | 1.9 | $63M | 915k | 69.00 | |
| Travere Therapeutics (TVTX) | 1.9 | $61M | 1.6M | 38.21 | |
| Rambus (RMBS) | 1.8 | $58M | 627k | 91.89 | |
| Cogent Biosciences (COGT) | 1.7 | $56M | 1.6M | 35.52 | |
| Lumentum Hldgs (LITE) | 1.7 | $55M | 148k | 368.59 | |
| Modine Manufacturing (MOD) | 1.6 | $52M | 390k | 133.51 | |
| AeroVironment (AVAV) | 1.6 | $51M | 212k | 241.89 | |
| Fabrinet (FN) | 1.5 | $50M | 109k | 455.28 | |
| Bloom Energy Corp (BE) | 1.5 | $49M | 559k | 86.89 | |
| VSE Corporation (VSEC) | 1.5 | $48M | 280k | 172.77 | |
| Bofi Holding (AX) | 1.4 | $45M | 521k | 86.16 | |
| Livanova Plc Ord (LIVN) | 1.3 | $43M | 701k | 61.53 | |
| Transmedics Group (TMDX) | 1.3 | $43M | 351k | 121.65 | |
| Moelis & Co (MC) | 1.3 | $42M | 616k | 68.74 | |
| Wave Life Sciences (WVE) | 1.3 | $42M | 2.5M | 17.00 | |
| Bridgebio Pharma (BBIO) | 1.3 | $41M | 536k | 76.49 | |
| Palomar Hldgs (PLMR) | 1.3 | $41M | 302k | 134.76 | |
| National Vision Hldgs (EYE) | 1.2 | $40M | 1.6M | 25.82 | |
| Ban (TBBK) | 1.2 | $40M | 595k | 67.52 | |
| Agilysys (AGYS) | 1.2 | $39M | 328k | 118.84 | |
| Mercury Computer Systems (MRCY) | 1.2 | $39M | 531k | 73.01 | |
| Vital Farms (VITL) | 1.1 | $37M | 1.2M | 31.94 | |
| Allegheny Technologies Incorporated (ATI) | 1.1 | $35M | 308k | 114.76 | |
| Aar (AIR) | 1.1 | $35M | 420k | 82.79 | |
| Semtech Corporation (SMTC) | 1.1 | $35M | 471k | 73.69 | |
| Alphatec Holdings (ATEC) | 1.1 | $35M | 1.6M | 21.04 | |
| Skyward Specialty Insurance Gr (SKWD) | 1.0 | $34M | 658k | 51.11 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.0 | $33M | 299k | 109.61 | |
| ESCO Technologies (ESE) | 1.0 | $33M | 167k | 195.39 | |
| Boot Barn Hldgs (BOOT) | 1.0 | $32M | 182k | 176.47 | |
| UMB Financial Corporation (UMBF) | 1.0 | $32M | 275k | 115.04 | |
| Imax Corp Cad (IMAX) | 1.0 | $32M | 854k | 36.96 | |
| Rush Street Interactive (RSI) | 1.0 | $31M | 1.6M | 19.43 | |
| Sitime Corp (SITM) | 1.0 | $31M | 88k | 353.19 | |
| Argan (AGX) | 0.9 | $31M | 98k | 313.32 | |
| Spx Corp (SPXC) | 0.9 | $31M | 153k | 200.06 | |
| Q2 Holdings (QTWO) | 0.9 | $30M | 422k | 72.16 | |
| Evolv Technologi (EVLV) | 0.9 | $30M | 4.2M | 7.16 | |
| Allegiant Travel Company (ALGT) | 0.9 | $30M | 350k | 85.27 | |
| Varonis Sys (VRNS) | 0.9 | $30M | 908k | 32.80 | |
| Nlight (LASR) | 0.9 | $29M | 782k | 37.51 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.9 | $29M | 629k | 46.30 | |
| Carpenter Technology Corporation (CRS) | 0.9 | $29M | 92k | 314.84 | |
| Mirum Pharmaceuticals (MIRM) | 0.9 | $29M | 367k | 78.99 | |
| Arlo Technologies (ARLO) | 0.9 | $29M | 2.1M | 13.99 | |
| Solaris Oilfield Infrstr (SEI) | 0.9 | $29M | 627k | 45.97 | |
| RadNet (RDNT) | 0.9 | $28M | 395k | 71.35 | |
| Piper Jaffray Companies (PIPR) | 0.9 | $28M | 82k | 339.71 | |
| Impinj (PI) | 0.9 | $28M | 159k | 174.01 | |
| CECO Environmental (CECO) | 0.8 | $27M | 459k | 59.85 | |
| PDF Solutions (PDFS) | 0.8 | $27M | 943k | 28.53 | |
| TETRA Technologies (TTI) | 0.8 | $27M | 2.9M | 9.37 | |
| Mirion Technologies Inc - US (MIR) | 0.8 | $27M | 1.1M | 23.42 | |
| Freshpet (FRPT) | 0.8 | $25M | 417k | 60.93 | |
| Sterling Construction Company (STRL) | 0.8 | $25M | 82k | 306.23 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $25M | 339k | 74.02 | |
| Kulicke and Soffa Industries (KLIC) | 0.8 | $25M | 539k | 45.56 | |
| Customers Ban (CUBI) | 0.7 | $24M | 330k | 73.12 | |
| Skywater Technology (SKYT) | 0.7 | $24M | 1.3M | 18.16 | |
| Trevi Therapeutics (TRVI) | 0.7 | $24M | 1.9M | 12.52 | |
| Applied Optoelectronics (AAOI) | 0.7 | $23M | 671k | 34.86 | |
| Madrigal Pharmaceuticals (MDGL) | 0.7 | $23M | 39k | 582.34 | |
| American Superconductor (AMSC) | 0.7 | $22M | 758k | 28.78 | |
| BJ's Restaurants (BJRI) | 0.7 | $22M | 552k | 39.40 | |
| ACADIA Pharmaceuticals (ACAD) | 0.7 | $22M | 811k | 26.71 | |
| Kalvista Pharmaceuticals (KALV) | 0.7 | $22M | 1.3M | 16.15 | |
| CommVault Systems (CVLT) | 0.7 | $22M | 172k | 125.36 | |
| Savara (SVRA) | 0.6 | $21M | 3.5M | 6.03 | |
| Aeglea Biotherapeutics (SYRE) | 0.6 | $21M | 636k | 32.76 | |
| Arhaus Incorporated Com Class A (ARHS) | 0.6 | $21M | 1.8M | 11.21 | |
| Ionq Inc Pipe (IONQ) | 0.6 | $20M | 453k | 44.87 | |
| Merit Medical Systems (MMSI) | 0.6 | $20M | 227k | 88.14 | |
| Axsome Therapeutics (AXSM) | 0.6 | $20M | 108k | 182.64 | |
| Everquote Cl A Ord (EVER) | 0.6 | $20M | 721k | 27.00 | |
| Onto Innovation (ONTO) | 0.6 | $19M | 123k | 157.86 | |
| Tree (TREE) | 0.6 | $19M | 362k | 53.09 | |
| Soleno Therapeutics (SLNO) | 0.6 | $19M | 413k | 46.30 | |
| First Advantage Corp (FA) | 0.6 | $19M | 1.3M | 14.53 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.6 | $19M | 913k | 20.74 | |
| Compass (COMP) | 0.6 | $18M | 1.7M | 10.57 | |
| Life Time Group Holdings (LTH) | 0.6 | $18M | 683k | 26.58 | |
| InterDigital (IDCC) | 0.5 | $18M | 56k | 318.38 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.5 | $18M | 280k | 62.97 | |
| Coastal Finl Corp Wa (CCB) | 0.5 | $18M | 153k | 114.59 | |
| Lumexa Imaging Holdings (LMRI) | 0.5 | $17M | 933k | 18.50 | |
| Perella Weinberg Partners (PWP) | 0.5 | $17M | 989k | 17.30 | |
| Nektar Therapeutics (NKTR) | 0.5 | $16M | 384k | 42.28 | |
| Five Below (FIVE) | 0.5 | $16M | 86k | 188.36 | |
| Billiontoone Inc Cl A (BLLN) | 0.5 | $16M | 189k | 81.84 | |
| First Watch Restaurant Groupco (FWRG) | 0.5 | $15M | 978k | 15.08 | |
| Lendingclub Corp (LC) | 0.5 | $15M | 778k | 18.94 | |
| IPG Photonics Corporation (IPGP) | 0.5 | $15M | 204k | 71.60 | |
| Aveanna Healthcare Hldgs (AVAH) | 0.4 | $14M | 1.7M | 8.17 | |
| D-wave Quantum (QBTS) | 0.4 | $14M | 543k | 26.15 | |
| Black Rock Coffee Bar (BRCB) | 0.4 | $14M | 613k | 22.25 | |
| Astronics Corporation (ATRO) | 0.4 | $13M | 243k | 54.24 | |
| Cardinal Infrastructure Grou (CDNL) | 0.4 | $12M | 513k | 24.18 | |
| Trinity Cap (TRIN) | 0.4 | $12M | 810k | 14.65 | |
| Visteon Corporation (VC) | 0.3 | $11M | 117k | 95.10 | |
| NVIDIA Corporation (NVDA) | 0.3 | $9.7M | 52k | 186.50 | |
| Tenable Hldgs (TENB) | 0.3 | $9.1M | 389k | 23.53 | |
| Excelerate Energy Inc-a (EE) | 0.3 | $8.9M | 318k | 28.05 | |
| Hims & Hers Heal (HIMS) | 0.3 | $8.7M | 267k | 32.47 | |
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $8.1M | 233k | 34.80 | |
| Heartflow Inc/Sh (HTFL) | 0.2 | $6.5M | 222k | 29.15 | |
| Latham Group (SWIM) | 0.2 | $6.2M | 976k | 6.35 | |
| Seacoast Bkg Corp Fla (SBCF) | 0.2 | $6.0M | 192k | 31.42 | |
| Microsoft Corporation (MSFT) | 0.2 | $6.0M | 12k | 483.62 | |
| Apple (AAPL) | 0.2 | $5.3M | 20k | 271.86 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $5.0M | 16k | 313.00 | |
| Ultragenyx Pharmaceutical (RARE) | 0.2 | $4.9M | 212k | 23.00 | |
| Amazon (AMZN) | 0.1 | $4.1M | 18k | 230.82 | |
| Broadcom (AVGO) | 0.1 | $3.8M | 11k | 346.10 | |
| Utz Brands (UTZ) | 0.1 | $3.7M | 361k | 10.38 | |
| Ategrity Specialty In Co Ho (ASIC) | 0.1 | $3.5M | 167k | 21.01 | |
| Neptune Insurance Holdings (NP) | 0.1 | $3.3M | 113k | 29.16 | |
| Facebook Inc cl a (META) | 0.1 | $2.9M | 4.5k | 660.09 | |
| Byrna Technologies (BYRN) | 0.1 | $2.7M | 163k | 16.79 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $2.2M | 8.5k | 256.03 | |
| Insmed (INSM) | 0.1 | $2.1M | 12k | 174.04 | |
| MasTec (MTZ) | 0.1 | $1.9M | 8.5k | 217.37 | |
| Ftai Aviation (FTAI) | 0.1 | $1.8M | 9.1k | 196.85 | |
| Cheniere Energy (LNG) | 0.1 | $1.7M | 8.5k | 194.39 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $1.5M | 3.5k | 419.69 | |
| Slide Ins Hldgs (SLDE) | 0.0 | $1.2M | 61k | 19.48 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $1.2M | 7.2k | 162.01 | |
| TJX Companies (TJX) | 0.0 | $1.2M | 7.6k | 153.61 | |
| Monolithic Power Systems (MPWR) | 0.0 | $1.2M | 1.3k | 906.36 | |
| Bwx Technologies (BWXT) | 0.0 | $1.2M | 6.7k | 172.84 | |
| Robinhood Mkts (HOOD) | 0.0 | $1.1M | 9.8k | 113.10 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.1M | 1.0k | 1074.68 | |
| Doordash (DASH) | 0.0 | $1.1M | 4.8k | 226.48 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $1.1M | 34k | 31.21 | |
| Biogen Idec (BIIB) | 0.0 | $1.1M | 6.0k | 175.99 | |
| Genius Sports (GENI) | 0.0 | $963k | 87k | 11.02 | |
| Fair Isaac Corporation (FICO) | 0.0 | $962k | 569.00 | 1690.62 | |
| Targa Res Corp (TRGP) | 0.0 | $954k | 5.2k | 184.50 | |
| Netflix (NFLX) | 0.0 | $930k | 9.9k | 93.76 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $922k | 6.8k | 135.99 | |
| Mp Materials Corp (MP) | 0.0 | $912k | 18k | 50.52 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $869k | 39k | 22.32 | |
| Network Associates Inc cl a (NET) | 0.0 | $827k | 4.2k | 197.15 | |
| HEICO Corporation (HEI) | 0.0 | $811k | 2.5k | 323.59 | |
| Applovin Corp Class A (APP) | 0.0 | $768k | 1.1k | 673.82 | |
| Visa (V) | 0.0 | $745k | 2.1k | 350.71 | |
| Mid Penn Ban (MPB) | 0.0 | $695k | 22k | 31.02 | |
| Tesla Motors (TSLA) | 0.0 | $680k | 1.5k | 449.72 | |
| Roku (ROKU) | 0.0 | $675k | 6.2k | 108.49 | |
| Clearw.a.hld. (CWAN) | 0.0 | $669k | 28k | 24.12 | |
| Vistra Energy (VST) | 0.0 | $667k | 4.1k | 161.33 | |
| Axon Enterprise (AXON) | 0.0 | $661k | 1.2k | 567.93 | |
| American Integrity Insurance Gro Ord (AII) | 0.0 | $659k | 32k | 20.83 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $645k | 1.6k | 397.65 | |
| Costco Wholesale Corporation (COST) | 0.0 | $630k | 731.00 | 862.34 | |
| Figure Technology Solutio (FIGR) | 0.0 | $624k | 15k | 40.84 | |
| Roblox Corp (RBLX) | 0.0 | $616k | 7.6k | 81.03 | |
| L3harris Technologies (LHX) | 0.0 | $600k | 2.0k | 293.57 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $597k | 1.7k | 357.17 | |
| Palo Alto Networks (PANW) | 0.0 | $594k | 3.2k | 184.20 | |
| AmerisourceBergen (COR) | 0.0 | $590k | 1.7k | 337.75 | |
| Zscaler Incorporated (ZS) | 0.0 | $586k | 2.6k | 224.92 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $573k | 1.1k | 510.73 | |
| Astera Labs (ALAB) | 0.0 | $526k | 3.2k | 166.36 | |
| Burlington Stores (BURL) | 0.0 | $526k | 1.8k | 288.85 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $521k | 1.1k | 487.25 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $518k | 1.9k | 278.92 | |
| Palantir Technologies (PLTR) | 0.0 | $514k | 2.9k | 177.75 | |
| Hyatt Hotels Corporation (H) | 0.0 | $511k | 3.2k | 160.32 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $505k | 4.7k | 108.47 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $499k | 2.2k | 223.23 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $497k | 7.4k | 67.01 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $485k | 3.6k | 135.91 | |
| Technipfmc (FTI) | 0.0 | $474k | 11k | 44.56 | |
| Servicenow (NOW) | 0.0 | $470k | 3.1k | 153.19 | |
| Hubspot (HUBS) | 0.0 | $463k | 1.2k | 401.30 | |
| Bowman Consulting Group (BWMN) | 0.0 | $450k | 14k | 33.02 | |
| Apollo Global Mgmt (APO) | 0.0 | $437k | 3.0k | 144.76 | |
| Proficient Auto Logistics In (PAL) | 0.0 | $434k | 45k | 9.64 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $429k | 4.2k | 101.56 | |
| Oracle Corporation (ORCL) | 0.0 | $421k | 2.2k | 194.91 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $414k | 4.9k | 84.07 | |
| Pixelworks (PXLW) | 0.0 | $412k | 65k | 6.36 | |
| S&p Global (SPGI) | 0.0 | $399k | 764.00 | 522.59 | |
| AutoZone (AZO) | 0.0 | $397k | 117.00 | 3391.50 | |
| Zevia Pbc-a (ZVIA) | 0.0 | $386k | 166k | 2.32 | |
| Coinbase Global (COIN) | 0.0 | $385k | 1.7k | 226.14 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $378k | 3.6k | 103.67 | |
| Integer Hldgs (ITGR) | 0.0 | $364k | 4.6k | 78.43 | |
| Indie Semiconductor (INDI) | 0.0 | $357k | 101k | 3.53 | |
| Steris Plc Ord equities (STE) | 0.0 | $356k | 1.4k | 253.52 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $355k | 14k | 25.89 | |
| Dutch Bros (BROS) | 0.0 | $351k | 5.7k | 61.22 | |
| Flutter Entertainment (FLUT) | 0.0 | $349k | 1.6k | 215.04 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.0 | $347k | 21k | 16.74 | |
| Enova Intl (ENVA) | 0.0 | $338k | 2.1k | 157.20 | |
| Delta Air Lines (DAL) | 0.0 | $337k | 4.9k | 69.40 | |
| Cava Group Ord (CAVA) | 0.0 | $331k | 5.6k | 58.69 | |
| Tractor Supply Company (TSCO) | 0.0 | $328k | 6.6k | 50.01 | |
| CoStar (CSGP) | 0.0 | $323k | 4.8k | 67.24 | |
| GBank Financial Holdings (GBFH) | 0.0 | $306k | 9.0k | 33.89 | |
| EQT Corporation (EQT) | 0.0 | $286k | 5.3k | 53.60 | |
| Expedia (EXPE) | 0.0 | $272k | 960.00 | 283.31 | |
| Diamondback Energy (FANG) | 0.0 | $258k | 1.7k | 150.33 | |
| Ocular Therapeutix (OCUL) | 0.0 | $252k | 21k | 12.14 | |
| Twilio Inc cl a (TWLO) | 0.0 | $247k | 1.7k | 142.24 | |
| Generac Holdings (GNRC) | 0.0 | $241k | 1.8k | 136.37 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $237k | 8.1k | 29.27 | |
| Msci (MSCI) | 0.0 | $232k | 404.00 | 573.73 | |
| Verisk Analytics (VRSK) | 0.0 | $230k | 1.0k | 223.69 | |
| Kinsale Cap Group (KNSL) | 0.0 | $224k | 572.00 | 391.12 | |
| Adagio Therapeutics (IVVD) | 0.0 | $222k | 90k | 2.47 | |
| Matador Resources (MTDR) | 0.0 | $221k | 5.2k | 42.44 | |
| First Citizens BancShares (FCNCA) | 0.0 | $204k | 95.00 | 2146.18 | |
| Quanta Services (PWR) | 0.0 | $180k | 426.00 | 422.06 | |
| Texas Roadhouse (TXRH) | 0.0 | $167k | 1.0k | 166.00 | |
| F.N.B. Corporation (FNB) | 0.0 | $132k | 7.7k | 17.10 | |
| Nutanix Inc cl a (NTNX) | 0.0 | $131k | 2.5k | 51.69 | |
| Norwood Financial Corporation (NWFL) | 0.0 | $126k | 4.5k | 28.05 | |
| Biohaven (BHVN) | 0.0 | $125k | 11k | 11.29 | |
| Trade Desk (TTD) | 0.0 | $124k | 3.3k | 37.96 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $99k | 1.3k | 78.94 | |
| Amgen (AMGN) | 0.0 | $87k | 266.00 | 327.58 | |
| Fulton Financial (FULT) | 0.0 | $81k | 4.2k | 19.33 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $76k | 798.00 | 94.61 | |
| CNB Financial Corporation (CCNE) | 0.0 | $73k | 2.8k | 26.17 | |
| First Commonwealth Financial (FCF) | 0.0 | $68k | 4.0k | 16.86 | |
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $60k | 345.00 | 174.19 | |
| First Busey Corp Class A Common (BUSE) | 0.0 | $60k | 2.5k | 23.79 | |
| Popular (BPOP) | 0.0 | $53k | 425.00 | 124.52 | |
| Kite Rlty Group Tr (KRG) | 0.0 | $50k | 2.1k | 23.97 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $49k | 605.00 | 80.76 | |
| Citizens & Northern Corporation (CZNC) | 0.0 | $46k | 2.3k | 20.17 | |
| Pinnacle Financial Partners | 0.0 | $39k | 407.00 | 95.41 | |
| First Financial Bankshares (FFIN) | 0.0 | $35k | 1.2k | 29.87 | |
| Cactus Inc - A (WHD) | 0.0 | $32k | 700.00 | 45.68 | |
| WesBan (WSBC) | 0.0 | $29k | 865.00 | 33.24 | |
| Enterprise Financial Services (EFSC) | 0.0 | $29k | 530.00 | 54.00 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $23k | 105.00 | 219.36 | |
| American Tower Reit (AMT) | 0.0 | $21k | 118.00 | 175.57 | |
| Forward Air Corp (FWRD) | 0.0 | $15k | 585.00 | 25.00 | |
| Cogent Communications (CCOI) | 0.0 | $8.0k | 371.00 | 21.56 | |
| Orthofix Medical (OFIX) | 0.0 | $1.5k | 101.00 | 15.16 | |
| Rxo (RXO) | 0.0 | $1.3k | 101.00 | 12.64 |
