EMERALD ADVISERS, LLC
Top Portfolio Positions
247 positions ·
$3,132,584,086 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 FIVE
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,044,036 | 83,351 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,125,687 | 85,611 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,173,942 | 85,158 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,617,038 | 88,558 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $137,121 | 1,830 | Shares | Sole | 2025-05-01 | |
| 2024-06-30 | $121,283 | 1,113 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $267,898 | 1,477 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $201,223 | 944 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $23,813 | 148 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $10,473,368 | 50,849 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,396,972 | 64,437 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,765,794 | 78,200 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,000,897 | 79,352 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $18,824,174 | 118,862 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $22,728,935 | 109,860 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $20,657,773 | 116,836 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $26,034,435 | 134,705 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $29,218,534 | 153,145 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $30,172,851 | 172,436 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $24,043,767 | 189,321 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $21,217,786 | 198,464 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $14,032,294 | 199,379 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||