Filed: 5/4/2026ACC: 0001104659-26-054901
📋 What this filing means
EMERALD ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 248 equity positions with a total reported market value of $3.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
248
Positions
$3.16B
Total AUM (reported)
78.85M
Total Shares
Allocation by class
COM$3.16B100.0%
Portfolio Concentration
Top 3$233.12M7.4%
4–10$407.96M12.9%
11–25$610.85M19.3%
Rest$1.91B60.4%
Top 3 weight
7.4%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 78.85M
Sole
Full voting authority
60.55M
shares
% of voting shares76.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.30M
shares
% of voting shares23.2%
Investment Discretion (by position count)
Sole248
Shared0
Other0
Dominant voting typeSole · 76.8% of voting shares
Institutional Holdings248
Rows:
MODINE MANUFACTURING CO
SOLEShares378.12K
TypeSH
Market value$81.94M
2.59%
Sole
290.76K
Shared
0.00
None
87.36K
GUARDANT HEALTH INC
SOLEShares841.92K
TypeSH
Market value$77.77M
2.46%
Sole
646.16K
Shared
0.00
None
195.75K
BLOOM ENERGY CO
SOLEShares541.79K
TypeSH
Market value$73.41M
2.32%
Sole
416.70K
Shared
0.00
None
125.08K
TTM TECHNOLOGIES INC
SOLEShares750.42K
TypeSH
Market value$73.11M
2.31%
Sole
573.41K
Shared
0.00
None
177K
COGENT BIOSCIENCES INC
SOLEShares1.59M
TypeSH
Market value$61.13M
1.93%
Sole
1.21M
Shared
0.00
None
380.33K
KRATOS DEFENSE AND SECURITY
SOLEShares835.93K
TypeSH
Market value$58.94M
1.87%
Sole
642.54K
Shared
0.00
None
193.39K
VSE CORPORATION
SOLEShares314.79K
TypeSH
Market value$58.05M
1.84%
Sole
240.59K
Shared
0.00
None
74.20K
FABRINET
SOLEShares107.49K
TypeSH
Market value$56.06M
1.77%
Sole
82.12K
Shared
0.00
None
25.38K
ARGAN INC
SOLEShares95.27K
TypeSH
Market value$51.89M
1.64%
Sole
72.96K
Shared
0.00
None
22.31K
AAR CORPORATION
SOLEShares445.69K
TypeSH
Market value$48.79M
1.54%
Sole
340.64K
Shared
0.00
None
105.06K
CREDO TECHNOLOGY GROUP HOLDINGS
SOLEShares498.57K
TypeSH
Market value$46.80M
1.48%
Sole
383.53K
Shared
0.00
None
115.04K
TRAVERE THERAPEUTICS INC
SOLEShares1.56M
TypeSH
Market value$46.26M
1.46%
Sole
1.20M
Shared
0.00
None
359.99K
ESCO TECHNOLOGIES INC
SOLEShares162.65K
TypeSH
Market value$45.77M
1.45%
Sole
124.39K
Shared
0.00
None
38.26K
MERCURY SYSTEMS INC
SOLEShares595.31K
TypeSH
Market value$43.40M
1.37%
Sole
454.93K
Shared
0.00
None
140.39K
LIVANOVA PLC
SOLEShares670.21K
TypeSH
Market value$42.60M
1.35%
Sole
514.81K
Shared
0.00
None
155.39K
NLIGHT INC
SOLEShares746.67K
TypeSH
Market value$42.58M
1.35%
Sole
571.01K
Shared
0.00
None
175.66K
RAMBUS INC
SOLEShares493.24K
TypeSH
Market value$42.43M
1.34%
Sole
376.84K
Shared
0.00
None
116.40K
AXOS FINANCIAL INC
SOLEShares496.23K
TypeSH
Market value$42.22M
1.34%
Sole
378.89K
Shared
0.00
None
117.34K
NATIONAL VISION HOLDINGS
SOLEShares1.50M
TypeSH
Market value$38.92M
1.23%
Sole
1.15M
Shared
0.00
None
349.57K
BRIDGEBIO PHARMA INC
SOLEShares515.36K
TypeSH
Market value$38.27M
1.21%
Sole
397.19K
Shared
0.00
None
118.17K
KULICKE AND SOFFA INDUSTRIES
SOLEShares569K
TypeSH
Market value$37.39M
1.18%
Sole
436.35K
Shared
0.00
None
132.65K
APPLIED OPTOELECTRONICS INC
SOLEShares433.88K
TypeSH
Market value$36.70M
1.16%
Sole
331.36K
Shared
0.00
None
102.52K
MIRUM PHARMACEUTICALS INC
SOLEShares397.26K
TypeSH
Market value$36.70M
1.16%
Sole
306.07K
Shared
0.00
None
91.19K
PALOMAR HOLDINGS INC
SOLEShares298.36K
TypeSH
Market value$35.65M
1.13%
Sole
230.07K
Shared
0.00
None
68.29K
SEMTECH CORP
SOLEShares457.02K
TypeSH
Market value$35.14M
1.11%
Sole
349.22K
Shared
0.00
None
107.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MODINE MANUFACTURING COSOLE | COM | 378.12K | SH | $81.94M 2.59% | 290.76K | 0.00 | 87.36K |
GUARDANT HEALTH INCSOLE | COM | 841.92K | SH | $77.77M 2.46% | 646.16K | 0.00 | 195.75K |
BLOOM ENERGY COSOLE | COM | 541.79K | SH | $73.41M 2.32% | 416.70K | 0.00 | 125.08K |
TTM TECHNOLOGIES INCSOLE | COM | 750.42K | SH | $73.11M 2.31% | 573.41K | 0.00 | 177K |
COGENT BIOSCIENCES INCSOLE | COM | 1.59M | SH | $61.13M 1.93% | 1.21M | 0.00 | 380.33K |
KRATOS DEFENSE AND SECURITYSOLE | COM | 835.93K | SH | $58.94M 1.87% | 642.54K | 0.00 | 193.39K |
VSE CORPORATIONSOLE | COM | 314.79K | SH | $58.05M 1.84% | 240.59K | 0.00 | 74.20K |
FABRINETSOLE | COM | 107.49K | SH | $56.06M 1.77% | 82.12K | 0.00 | 25.38K |
ARGAN INCSOLE | COM | 95.27K | SH | $51.89M 1.64% | 72.96K | 0.00 | 22.31K |
AAR CORPORATIONSOLE | COM | 445.69K | SH | $48.79M 1.54% | 340.64K | 0.00 | 105.06K |
CREDO TECHNOLOGY GROUP HOLDINGSSOLE | COM | 498.57K | SH | $46.80M 1.48% | 383.53K | 0.00 | 115.04K |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.56M | SH | $46.26M 1.46% | 1.20M | 0.00 | 359.99K |
ESCO TECHNOLOGIES INCSOLE | COM | 162.65K | SH | $45.77M 1.45% | 124.39K | 0.00 | 38.26K |
MERCURY SYSTEMS INCSOLE | COM | 595.31K | SH | $43.40M 1.37% | 454.93K | 0.00 | 140.39K |
LIVANOVA PLCSOLE | COM | 670.21K | SH | $42.60M 1.35% | 514.81K | 0.00 | 155.39K |
NLIGHT INCSOLE | COM | 746.67K | SH | $42.58M 1.35% | 571.01K | 0.00 | 175.66K |
RAMBUS INCSOLE | COM | 493.24K | SH | $42.43M 1.34% | 376.84K | 0.00 | 116.40K |
AXOS FINANCIAL INCSOLE | COM | 496.23K | SH | $42.22M 1.34% | 378.89K | 0.00 | 117.34K |
NATIONAL VISION HOLDINGSSOLE | COM | 1.50M | SH | $38.92M 1.23% | 1.15M | 0.00 | 349.57K |
BRIDGEBIO PHARMA INCSOLE | COM | 515.36K | SH | $38.27M 1.21% | 397.19K | 0.00 | 118.17K |
KULICKE AND SOFFA INDUSTRIESSOLE | COM | 569K | SH | $37.39M 1.18% | 436.35K | 0.00 | 132.65K |
APPLIED OPTOELECTRONICS INCSOLE | COM | 433.88K | SH | $36.70M 1.16% | 331.36K | 0.00 | 102.52K |
MIRUM PHARMACEUTICALS INCSOLE | COM | 397.26K | SH | $36.70M 1.16% | 306.07K | 0.00 | 91.19K |
PALOMAR HOLDINGS INCSOLE | COM | 298.36K | SH | $35.65M 1.13% | 230.07K | 0.00 | 68.29K |
SEMTECH CORPSOLE | COM | 457.02K | SH | $35.14M 1.11% | 349.22K | 0.00 | 107.79K |
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