EMERALD ADVISERS, LLC 13F Holdings

CIK 0001015083 · LEOLA, PA

As of Sep 30, 2025, EMERALD ADVISERS, LLC reported 257 positions worth $3.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KRATOS DEFENSE & SECURITY SOLUTIONS INCKTOSIndustrials968,851$88.5M2.85%
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology597,134$86.9M2.80%
AEROVIRONMENT INCAVAVIndustrials247,507$77.9M2.51%
RAMBUS INCRMBSTechnology637,754$66.5M2.14%
LUMENTUM HOLDINGS INCLITETechnology363,616$59.2M1.90%
TTM TECHNOLOGIES INCTTMITechnology1,007,555$58.0M1.87%
BLOOM ENERGY CORPBEIndustrials684,946$57.9M1.86%
MODINE MANUFACTURING COMODConsumer Cyclical391,719$55.7M1.79%
GUARDANT HEALTH INCGHHealthcare873,203$54.6M1.75%
VARONIS SYSTEMS INCVRNSTechnology910,641$52.3M1.68%
TRAVERE THERAPEUTICS INCTVTXHealthcare2,146,767$51.3M1.65%
RADNET INCRDNTHealthcare642,167$48.9M1.57%
SITIME CORPSITMTechnology162,243$48.9M1.57%
NATIONAL VISION HOLDINGS INCEYEConsumer Cyclical1,578,960$46.1M1.48%
BANCORP INCTBBKFinancial Services602,580$45.1M1.45%
AXOS FINANCIAL INCAXFinancial Services528,912$44.8M1.44%
TRANSMEDICS GROUP INCTMDXHealthcare387,588$43.5M1.40%
SOLENO THERAPEUTICS INCSLNOHealthcare627,756$42.4M1.36%
MERCURY SYSTEMS INCMRCYIndustrials533,092$41.3M1.33%
VITAL FARMS INCVITLConsumer Defensive990,625$40.8M1.31%
FABRINETFNTechnology110,673$40.4M1.30%
OLLIE'S BARGAIN OUTLET HOLDINGS INCOLLIConsumer Defensive301,024$38.7M1.24%
BRIDGEBIO PHARMA INCBBIOHealthcare720,343$37.4M1.20%
VSE CORPVSECIndustrials223,291$37.1M1.19%
Q2 HOLDINGS INCQTWOTechnology502,949$36.4M1.17%