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 QTWO

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $15,163,434 320,580
2025-12-31 $30,427,707 421,670
2025-09-30 $36,408,478 502,949
2025-06-30 $47,919,577 512,016
2025-03-31 $39,479,574 493,433
2024-12-31 $48,746,204 484,314
2024-09-30 $49,527,358 620,877
2024-06-30 $36,517,507 605,296
2024-03-31 $32,814,101 624,317
2023-12-31 $17,009,513 391,834
2022-09-30 $185,311 5,755
2022-06-30 $221,970 5,755
2022-03-31 $12,779,243 207,287
2021-12-31 $14,956,248 188,271
2021-09-30 $15,413,005 192,326
2021-06-30 $19,372,848 188,856
2021-03-31 $19,872,265 198,326
2020-12-31 $28,167,222 222,613
2020-09-30 $20,400,260 223,540
2020-06-30 $6,575,889 76,651
2020-03-31 $4,541,832 76,902