EMERALD ADVISERS, LLC

CIK
1015083
City
LEOLA
State / Country
PA

Top Portfolio Positions

246 positions · $3,132,196,620 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MOD
Modine Manufacturing Co
Consumer Cyclical
378,118 $81,941,951 2.62%
GH
Guardant Health, Inc.
Healthcare
841,917 $77,767,873 2.48%
BE
Bloom Energy Corp
Industrials
541,787 $73,406,720 2.34%
TTMI
Ttm Technologies Inc
Technology
750,417 $73,105,624 2.33%
COGT
Cogent Biosciences, Inc.
Healthcare
1,588,132 $61,127,200 1.95%
KTOS
Kratos Defense & Security Solutions, Inc.
Industrials
835,929 $58,941,353 1.88%
VSEC
Vse Corp
Industrials
314,789 $58,047,091 1.85%
FN
Fabrinet
Technology
107,493 $56,059,749 1.79%
AGX
Argan Inc
Industrials
95,272 $51,889,894 1.66%
AIR
Aar Corp
Industrials
445,693 $48,785,555 1.56%

Portfolio Trend

25 quarters · across all stocks

Holdings in AVAV

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $32,925,935 179,874
2025-12-31 $51,167,233 211,531
2025-09-30 $77,937,479 247,507
2025-06-30 $72,002,875 252,686
2025-03-31 $26,796,057 224,818
2024-12-31 $32,933,998 214,010
2024-09-30 $43,642,033 217,666
2024-06-30 $35,969,131 197,459
2024-03-31 $30,321,543 197,818
2023-12-31 $28,868,705 229,044
2023-09-30 $25,773,913 231,094
2023-06-30 $21,307,481 208,325
2023-03-31 $17,876,174 195,027
2022-12-31 $15,035,300 175,523