Filed: 5/1/2025ACC: 0001104659-25-043298
📋 What this filing means
EMERALD ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 243 equity positions with a total reported market value of $2.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
243
Positions
$2.22B
Total AUM (reported)
67.68M
Total Shares
Allocation by class
COM$2.22B100.0%
Portfolio Concentration
Top 3$153.91M6.9%
4–10$294.10M13.2%
11–25$494.67M22.3%
Rest$1.28B57.6%
Top 3 weight
6.9%
Top 10 weight
20.2%
Voting Authority Distribution
Total shares with voting rights: 67.68M
Sole
Full voting authority
50.27M
shares
% of voting shares74.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.40M
shares
% of voting shares25.7%
Investment Discretion (by position count)
Sole243
Shared0
Other0
Dominant voting typeSole · 74.3% of voting shares
Institutional Holdings243
Rows:
FTAI AVIATION LTD
SOLEShares476.58K
TypeSH
Market value$52.91M
2.38%
Sole
352.58K
Shared
0.00
None
124K
PALOMAR HOLDINGS INC
SOLEShares376.70K
TypeSH
Market value$51.64M
2.32%
Sole
279.45K
Shared
0.00
None
97.25K
CREDO TECHNOLOGY GROUP HOLDINGS
SOLEShares1.23M
TypeSH
Market value$49.36M
2.22%
Sole
910.56K
Shared
0.00
None
318.47K
INSMED INC
SOLEShares594.01K
TypeSH
Market value$45.32M
2.04%
Sole
436.84K
Shared
0.00
None
157.18K
KRATOS DEFENSE AND SECURITY
SOLEShares1.48M
TypeSH
Market value$43.88M
1.98%
Sole
1.10M
Shared
0.00
None
375.87K
SKYWARD SPECIALTY INSURANCE
SOLEShares814.88K
TypeSH
Market value$43.12M
1.94%
Sole
604.93K
Shared
0.00
None
209.95K
FRESHPET INC
SOLEShares509.45K
TypeSH
Market value$42.37M
1.91%
Sole
379.08K
Shared
0.00
None
130.37K
SOLENO THERAPEUTICS INC
SOLEShares564.48K
TypeSH
Market value$40.33M
1.82%
Sole
421.20K
Shared
0.00
None
143.28K
BRIDGEBIO PHARMA INC
SOLEShares1.15M
TypeSH
Market value$39.60M
1.78%
Sole
857.25K
Shared
0.00
None
288.24K
Q2 HOLDINGS INC
SOLEShares493.43K
TypeSH
Market value$39.48M
1.78%
Sole
363.51K
Shared
0.00
None
129.92K
TRAVERE THERAPEUTICS INC
SOLEShares2.08M
TypeSH
Market value$37.22M
1.68%
Sole
1.53M
Shared
0.00
None
544.30K
VARONIS SYSTEMS INC
SOLEShares907.07K
TypeSH
Market value$36.69M
1.65%
Sole
676.63K
Shared
0.00
None
230.44K
CARPENTER TECHNOLOGY CORP
SOLEShares198.40K
TypeSH
Market value$35.95M
1.62%
Sole
146.92K
Shared
0.00
None
51.47K
BLUEPRINT MEDICINES CORP
SOLEShares401.64K
TypeSH
Market value$35.55M
1.60%
Sole
295.44K
Shared
0.00
None
106.20K
CHART INDS INC
SOLEShares246.04K
TypeSH
Market value$35.52M
1.60%
Sole
182.56K
Shared
0.00
None
63.48K
AXOS FINANCIAL INC
SOLEShares533.59K
TypeSH
Market value$34.43M
1.55%
Sole
394.13K
Shared
0.00
None
139.46K
BALDWIN INSURANCE GROUP INC
SOLEShares744.62K
TypeSH
Market value$33.28M
1.50%
Sole
553.90K
Shared
0.00
None
190.72K
OLLIE'S BARGAIN OUTLET HOLDINGS
SOLEShares279.81K
TypeSH
Market value$32.56M
1.47%
Sole
206.92K
Shared
0.00
None
72.89K
RADNET INC
SOLEShares645.22K
TypeSH
Market value$32.08M
1.44%
Sole
475.98K
Shared
0.00
None
169.25K
INTERDIGITAL INC PA COM
SOLEShares151.10K
TypeSH
Market value$31.24M
1.41%
Sole
111.72K
Shared
0.00
None
39.38K
TRANSMEDICS GROUP INC
SOLEShares454.79K
TypeSH
Market value$30.60M
1.38%
Sole
338.29K
Shared
0.00
None
116.51K
ALLEGHENY TECHNOLOGIES INC
SOLEShares587.25K
TypeSH
Market value$30.55M
1.38%
Sole
434.61K
Shared
0.00
None
152.64K
VITAL FARMS INC
SOLEShares978.20K
TypeSH
Market value$29.81M
1.34%
Sole
718.97K
Shared
0.00
None
259.23K
MERIT MED SYS INC
SOLEShares280.68K
TypeSH
Market value$29.67M
1.34%
Sole
207.11K
Shared
0.00
None
73.57K
TTM TECHNOLOGIES INC
SOLEShares1.44M
TypeSH
Market value$29.53M
1.33%
Sole
1.06M
Shared
0.00
None
377.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FTAI AVIATION LTDSOLE | COM | 476.58K | SH | $52.91M 2.38% | 352.58K | 0.00 | 124K |
PALOMAR HOLDINGS INCSOLE | COM | 376.70K | SH | $51.64M 2.32% | 279.45K | 0.00 | 97.25K |
CREDO TECHNOLOGY GROUP HOLDINGSSOLE | COM | 1.23M | SH | $49.36M 2.22% | 910.56K | 0.00 | 318.47K |
INSMED INCSOLE | COM | 594.01K | SH | $45.32M 2.04% | 436.84K | 0.00 | 157.18K |
KRATOS DEFENSE AND SECURITYSOLE | COM | 1.48M | SH | $43.88M 1.98% | 1.10M | 0.00 | 375.87K |
SKYWARD SPECIALTY INSURANCESOLE | COM | 814.88K | SH | $43.12M 1.94% | 604.93K | 0.00 | 209.95K |
FRESHPET INCSOLE | COM | 509.45K | SH | $42.37M 1.91% | 379.08K | 0.00 | 130.37K |
SOLENO THERAPEUTICS INCSOLE | COM | 564.48K | SH | $40.33M 1.82% | 421.20K | 0.00 | 143.28K |
BRIDGEBIO PHARMA INCSOLE | COM | 1.15M | SH | $39.60M 1.78% | 857.25K | 0.00 | 288.24K |
Q2 HOLDINGS INCSOLE | COM | 493.43K | SH | $39.48M 1.78% | 363.51K | 0.00 | 129.92K |
TRAVERE THERAPEUTICS INCSOLE | COM | 2.08M | SH | $37.22M 1.68% | 1.53M | 0.00 | 544.30K |
VARONIS SYSTEMS INCSOLE | COM | 907.07K | SH | $36.69M 1.65% | 676.63K | 0.00 | 230.44K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 198.40K | SH | $35.95M 1.62% | 146.92K | 0.00 | 51.47K |
BLUEPRINT MEDICINES CORPSOLE | COM | 401.64K | SH | $35.55M 1.60% | 295.44K | 0.00 | 106.20K |
CHART INDS INCSOLE | COM | 246.04K | SH | $35.52M 1.60% | 182.56K | 0.00 | 63.48K |
AXOS FINANCIAL INCSOLE | COM | 533.59K | SH | $34.43M 1.55% | 394.13K | 0.00 | 139.46K |
BALDWIN INSURANCE GROUP INCSOLE | COM | 744.62K | SH | $33.28M 1.50% | 553.90K | 0.00 | 190.72K |
OLLIE'S BARGAIN OUTLET HOLDINGSSOLE | COM | 279.81K | SH | $32.56M 1.47% | 206.92K | 0.00 | 72.89K |
RADNET INCSOLE | COM | 645.22K | SH | $32.08M 1.44% | 475.98K | 0.00 | 169.25K |
INTERDIGITAL INC PA COMSOLE | COM | 151.10K | SH | $31.24M 1.41% | 111.72K | 0.00 | 39.38K |
TRANSMEDICS GROUP INCSOLE | COM | 454.79K | SH | $30.60M 1.38% | 338.29K | 0.00 | 116.51K |
ALLEGHENY TECHNOLOGIES INCSOLE | COM | 587.25K | SH | $30.55M 1.38% | 434.61K | 0.00 | 152.64K |
VITAL FARMS INCSOLE | COM | 978.20K | SH | $29.81M 1.34% | 718.97K | 0.00 | 259.23K |
MERIT MED SYS INCSOLE | COM | 280.68K | SH | $29.67M 1.34% | 207.11K | 0.00 | 73.57K |
TTM TECHNOLOGIES INCSOLE | COM | 1.44M | SH | $29.53M 1.33% | 1.06M | 0.00 | 377.11K |
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