EMERALD ADVISERS, LLC

CIK
0001015083
City
Leola
State / Country
PA

Top Portfolio Positions

218 positions · $2,858,183,120 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
GH
Guardant Health, Inc.
Healthcare
861,824 $88,026,703 3.08%
CRDO
Credo Technology Group Holding Ltd
Technology
496,139 $71,389,440 2.50%
KTOS
Kratos Defense & Security Solutions, Inc.
Industrials
875,063 $66,426,032 2.32%
TTMI
Ttm Technologies Inc
Technology
915,128 $63,143,832 2.21%
TVTX
Travere Therapeutics, Inc.
Healthcare
1,594,184 $60,913,770 2.13%
RMBS
Rambus Inc
Technology
626,985 $57,613,651 2.02%
COGT
Cogent Biosciences, Inc.
Healthcare
1,583,346 $56,240,449 1.97%
LITE
Lumentum Holdings Inc.
Technology
147,925 $54,523,675 1.91%
MOD
Modine Manufacturing Co
Consumer Cyclical
389,935 $52,060,221 1.82%
AVAV
AeroVironment Inc
Industrials
211,531 $51,167,233 1.79%

Portfolio Trend

24 quarters · across all stocks

Holdings in BBIO

Export CSV

Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2025-12-31 $40,980,588 535,764
2025-09-30 $37,414,615 720,343
2025-06-30 $44,097,877 1,021,257
2025-03-31 $39,599,623 1,145,491
2024-12-31 $31,579,817 1,150,868
2024-09-30 $28,095,313 1,103,508
2024-06-30 $16,878,493 666,344
2024-03-31 $21,615,646 699,083
2023-12-31 $27,675,209 685,539
2023-09-30 $18,300,780 694,000
2023-06-30 $8,240,950 479,125