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 VRNS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,657,880 | 869,021 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,774,659 | 907,764 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $52,334,538 | 910,641 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $47,842,177 | 942,703 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $36,690,779 | 907,065 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $41,121,831 | 925,542 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $52,751,564 | 933,656 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $45,792,209 | 954,601 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $47,546,841 | 1,007,989 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $43,217,586 | 954,452 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,615,096 | 969,715 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $24,367,081 | 914,337 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $23,745,075 | 912,921 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $22,843,787 | 954,210 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $25,626,594 | 966,312 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $28,595,796 | 975,300 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $45,991,479 | 967,427 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $41,134,222 | 843,260 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $52,555,353 | 863,687 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $49,346,113 | 856,406 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $49,746,201 | 968,956 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $20,167,780 | 369,802 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $16,560,100 | 430,431 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $13,115,464 | 444,693 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $8,700,831 | 409,966 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||