EMERALD ADVISERS, LLC
CIK: 0001015083SEC EDGAR →
Portfolio Value
$3.2B
Holdings
246
As of
Q4 2025
New Positions
246
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GUARDANT HEALTH INC | 861,824 | $88.0M | 2.71% |
| 2 | CREDO TECHNOLOGY GROUP HOLDINGS | 496,139 | $71.4M | 2.20% |
| 3 | KRATOS DEFENSE AND SECURITY | 875,063 | $66.4M | 2.05% |
| 4 | TTM TECHNOLOGIES INC | 915,128 | $63.1M | 1.95% |
| 5 | TRAVERE THERAPEUTICS INC | 1,594,184 | $60.9M | 1.88% |
| 6 | RAMBUS INC | 626,985 | $57.6M | 1.78% |
| 7 | COGENT BIOSCIENCES INC | 1,583,346 | $56.2M | 1.73% |
| 8 | LUMENTUM HOLDINGS INC | 147,925 | $54.5M | 1.68% |
| 9 | MODINE MANUFACTURING CO | 389,935 | $52.1M | 1.60% |
| 10 | AEROVIRONMENT INC | 211,531 | $51.2M | 1.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (246)
$88.0M · 862K shares
$71.4M · 496K shares
$66.4M · 875K shares
$63.1M · 915K shares
$60.9M · 1.6M shares
$57.6M · 627K shares
$56.2M · 1.6M shares
$54.5M · 148K shares
$52.1M · 390K shares
$51.2M · 212K shares
$49.8M · 109K shares
$48.6M · 559K shares
$48.3M · 280K shares
$44.9M · 521K shares
$43.1M · 701K shares
$42.7M · 351K shares
$42.3M · 616K shares
$41.7M · 2.5M shares
$41.0M · 536K shares
$40.7M · 302K shares
$40.4M · 1.6M shares
$40.2M · 595K shares
$39.0M · 328K shares
$38.8M · 531K shares
$37.1M · 1.2M shares
$35.3M · 308K shares
$34.7M · 419K shares
$34.7M · 471K shares
$34.5M · 1.6M shares
$33.6M · 658K shares
$32.7M · 299K shares
$32.6M · 167K shares
$32.1M · 182K shares
$31.7M · 275K shares
$31.6M · 854K shares
$31.2M · 1.6M shares
$31.2M · 88K shares
$30.7M · 98K shares
$30.6M · 153K shares
$30.4M · 422K shares
$29.9M · 4.2M shares
$29.8M · 350K shares
$29.8M · 908K shares
$29.3M · 782K shares
$29.1M · 629K shares
$29.1M · 92K shares
$29.0M · 367K shares
$28.8M · 2.1M shares
$28.8M · 627K shares
$28.2M · 395K shares
$28.0M · 82K shares
$27.6M · 159K shares
$27.4M · 459K shares
$26.9M · 943K shares
$26.8M · 2.9M shares
$26.6M · 1.1M shares
$25.4M · 417K shares
$25.1M · 82K shares
$25.1M · 339K shares
$24.6M · 539K shares
$24.2M · 330K shares
$24.0M · 1.3M shares
$23.7M · 1.9M shares
$23.4M · 671K shares
$22.7M · 39K shares
$21.8M · 758K shares
$21.7M · 552K shares
$21.7M · 811K shares
$21.6M · 1.3M shares
$21.5M · 172K shares
$21.1M · 3.5M shares
$20.8M · 636K shares
$20.7M · 1.8M shares
$20.3M · 453K shares
$20.0M · 227K shares
$19.7M · 108K shares
$19.5M · 721K shares
$19.4M · 123K shares
$19.2M · 362K shares
$19.1M · 413K shares
$19.0M · 1.3M shares
$18.9M · 913K shares
$18.4M · 1.7M shares
$18.2M · 683K shares
$17.8M · 56K shares
$17.6M · 280K shares
$17.5M · 153K shares
$17.3M · 933K shares
$17.1M · 989K shares
$16.2M · 384K shares
$16.1M · 86K shares
$15.5M · 189K shares
$14.8M · 978K shares
$14.7M · 778K shares
$14.6M · 204K shares
$14.3M · 1.7M shares
$14.2M · 543K shares
$13.6M · 612K shares
$13.2M · 243K shares
$12.4M · 513K shares
$11.9M · 810K shares
$11.1M · 117K shares
$9.7M · 52K shares
$9.1M · 389K shares
$8.9M · 318K shares
$8.7M · 267K shares
$8.1M · 233K shares
$6.5M · 222K shares
$6.2M · 976K shares
$6.0M · 192K shares
$6.0M · 12K shares
$5.3M · 20K shares
$5.0M · 16K shares
$4.9M · 212K shares
$4.1M · 18K shares
$3.8M · 11K shares
$3.7M · 361K shares
$3.5M · 167K shares
$3.3M · 113K shares
$2.9M · 4K shares
$2.7M · 163K shares
$2.2M · 8K shares
$2.1M · 12K shares
$1.9M · 9K shares
$1.8M · 9K shares
$1.7M · 9K shares
$1.5M · 4K shares
$1.2M · 61K shares
$1.2M · 7K shares
$1.2M · 8K shares
$1.2M · 1K shares
$1.2M · 7K shares
$1.1M · 10K shares
$1.1M · 1K shares
$1.1M · 5K shares
$1.1M · 34K shares
$1.1M · 6K shares
$963K · 87K shares
$961K · 569 shares
$954K · 5K shares
$930K · 10K shares
$921K · 7K shares
$911K · 18K shares
$869K · 39K shares
$827K · 4K shares
$810K · 3K shares
$767K · 1K shares
$744K · 2K shares
$695K · 22K shares
$679K · 2K shares
$674K · 6K shares
$668K · 28K shares
$666K · 4K shares
$661K · 1K shares
$658K · 32K shares
$644K · 2K shares
$630K · 731 shares
$623K · 15K shares
$616K · 8K shares
$599K · 2K shares
$597K · 2K shares
$594K · 3K shares
$590K · 2K shares
$585K · 3K shares
$572K · 1K shares
$526K · 3K shares
$525K · 2K shares
$520K · 1K shares
$517K · 2K shares
$514K · 3K shares
$511K · 3K shares
$504K · 5K shares
$498K · 2K shares
$497K · 7K shares
$484K · 4K shares
$473K · 11K shares
$470K · 3K shares
$462K · 1K shares
$449K · 14K shares
$437K · 3K shares
$434K · 45K shares
$428K · 4K shares
$420K · 2K shares
$413K · 5K shares
$411K · 65K shares
$399K · 764 shares
$396K · 117 shares
$386K · 166K shares
$385K · 2K shares
$377K · 4K shares
$364K · 5K shares
$356K · 101K shares
$355K · 1K shares
$354K · 14K shares
$350K · 6K shares
$348K · 2K shares
$347K · 21K shares
$337K · 2K shares
$337K · 5K shares
$330K · 6K shares
$327K · 7K shares
$323K · 5K shares
$306K · 9K shares
$285K · 5K shares
$271K · 960 shares
$258K · 2K shares
$252K · 21K shares
$247K · 2K shares
$241K · 2K shares
$237K · 8K shares
$231K · 404 shares
$230K · 1K shares
$223K · 572 shares
$222K · 90K shares
$221K · 5K shares
$203K · 95 shares
$179K · 426 shares
$166K · 1K shares
$131K · 8K shares
$130K · 3K shares
$126K · 5K shares
$125K · 11K shares
$124K · 3K shares
$99K · 1K shares
$87K · 266 shares
$81K · 4K shares
$75K · 798 shares
$72K · 3K shares
$68K · 4K shares
$60K · 345 shares
$59K · 3K shares
$52K · 425 shares
$49K · 2K shares
$48K · 605 shares
$46K · 2K shares
$38K · 407 shares
$34K · 1K shares
$31K · 700 shares
$28K · 865 shares
$28K · 530 shares
$23K · 105 shares
$20K · 118 shares
$14K · 585 shares
$7K · 371 shares
$1K · 101 shares
$1K · 101 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 54 | $794.4M | 24.5% |
| Healthcare | 40 | $784.9M | 24.2% |
| Industrials | 36 | $580.7M | 17.9% |
| Financial Services | 42 | $322.7M | 9.9% |
| Consumer Cyclical | 28 | $289.3M | 8.9% |
| Unknown | 12 | $255.8M | 7.9% |
| Consumer Defensive | 7 | $113.7M | 3.5% |
| Energy | 9 | $59.4M | 1.8% |
| Communication Services | 10 | $33.8M | 1.0% |
| Utilities | 2 | $9.6M | 0.3% |
| Basic Materials | 2 | $959K | 0.0% |
| Real Estate | 4 | $467K | 0.0% |