EMERALD ADVISERS, LLC Q3 2023 Filing

Filed October 26, 2023

Portfolio Value

$2.1T

Holdings

232

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (232 positions)

#StockSharesValue% PortfolioType
101
OFIXORTHOFIX MEDICAL INC
561,482$7.2B0.35%
102
MSFTMICROSOFT CORP
22,529$7.1B0.34%
103
SKYTSKYWATER TECHNOLOGY INC
1,129,507$6.8B0.33%
104
BB4AXOS FINANCIAL INC
176,396$6.7B0.32%
105
RXORXO INC
319,717$6.3B0.31%
106
APLDAPPLIED DIGITAL CORP
965,679$6.0B0.29%
107
AAPLAPPLE INC
34,601$5.9B0.29%
108
YOUCLEAR SECURE INC
288,230$5.5B0.27%
109
NSSCNAPCO SECURITY
224,188$5.0B0.24%
110
OLLIOLLIES BARGAIN OUTLET HOLDINGS
63,113$4.9B0.24%
111
KRTXKARUNA THERAPEUTICS INC
27,424$4.6B0.22%
112
NVDANVIDIA CORPORATION
10,016$4.4B0.21%
113
BPOPPOPULAR INC
68,003$4.3B0.21%
114
AMZNAMAZON.COM, INC
28,603$3.6B0.18%
115
GOOGLALPHABET INC CLA A
26,881$3.5B0.17%
116
CCNECNB FINL CORP PA
165,569$3.0B0.15%
117
GXOGXO LOGISTICS INC
49,705$2.9B0.14%
118
ZVIAZEVIA PBC
1,228,391$2.7B0.13%
119
PIIMPINJ INC
48,095$2.6B0.13%
120
WSCWILLSCOT MOBILE MINI HOLDING
56,720$2.4B0.11%
121
LNGCHENIERE ENERGY INC
13,910$2.3B0.11%
122
AZOAUTOZONE INC
804$2.0B0.10%
123
PSTGPURE STORAGE
56,935$2.0B0.10%
124
METAMETA PLATFORMS INC
6,457$1.9B0.09%
125
CRWDCROWDSTRIKE HOLDINGS INC
10,869$1.8B0.09%
126
TTWOTAKE TWO INTERACTIVE SOFTWARE
11,167$1.6B0.08%
127
MPMP MATERIALS CORP
79,796$1.5B0.07%
128
CDNSCADENCE DESIGN SYS INC
6,451$1.5B0.07%
129
ITGRINTEGER HOLDINGS CORP
18,883$1.5B0.07%
130
PANWPALO ALTO NETWORKS, INC
6,314$1.5B0.07%
131
TSLATESLA MOTORS, INC
5,875$1.5B0.07%
132
MDBMONGODB INC
4,176$1.4B0.07%
133
DARDARLING INGREDIENTS INC
27,373$1.4B0.07%
134
TJXTJX COS.
15,798$1.4B0.07%
135
VVISA INC-CLASS A
6,029$1.4B0.07%
136
STZCONSTELLATION BRANDS INC
5,443$1.4B0.07%
137
LULULULULEMON ATHLETICA INC
3,507$1.4B0.07%
138
CMGCHIPOTLE MEXICAN GRILL
722$1.3B0.06%
139
MTCHMATCH GROUP INC
32,666$1.3B0.06%
140
XPOXPO LOGISTICS
16,523$1.2B0.06%
141
BMRNBIOMARIN PHARMACEUTICAL INC
12,542$1.1B0.05%
142
UNHUNITEDHEALTH GROUP INC
2,055$1.0B0.05%
143
CSGPCOSTAR GROUP INC
13,226$1.0B0.05%
144
ENPHENPHASE ENERGY, INC
8,341$1.0B0.05%
145
WEAWESTERN ALLIANCE BANCORP
21,321$980.1M0.05%
146
UBERUBER TECHNOLOGIES INC
19,967$918.3M0.04%
147
MTZMASTEC INC
12,519$901.0M0.04%
148
AGSPLAYAGS INC
135,796$885.4M0.04%
149
HHYATT HOTELS CORPORATION
8,315$882.1M0.04%
150
EQTEQT CORP
21,607$876.8M0.04%
151
HESHESS CORP
5,467$836.5M0.04%
152
PINSPINTEREST INC
30,913$835.6M0.04%
153
SGENUSDSEAGEN INC
3,859$818.7M0.04%
154
LPLALPL FINANCIAL HOLDINGS INC
3,339$793.5M0.04%
155
VEEVVEEVA SYSTEMS INC
3,745$761.9M0.04%
156
ABTABBOTT LABS
7,598$735.9M0.04%
157
COSTCOSTCO WHOLESALE CORP
1,300$734.4M0.04%
158
HALHALLIBURTON CO
17,615$713.4M0.03%
159
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED
67,452$688.0M0.03%
160
LHXL3 HARRIS TECHNOLOGIES INC
3,858$671.8M0.03%
161
TREXTREX INC
10,262$632.4M0.03%
162
KEYSKEYSIGHT TECHNO
4,376$579.0M0.03%
163
NVSTENVISTA HOLDINGS CORP
20,515$572.0M0.03%
164
MSCIMSCI INC
1,088$558.2M0.03%
165
REGNREGENERAN PHARM
677$557.1M0.03%
166
TTDTHE TRADE DESK
7,116$556.1M0.03%
167
SCHWCHARLES SCHWAB CORP
9,941$545.8M0.03%
168
ALNYALNYLAM PHARMACEUTICALS INC
3,019$534.7M0.03%
169
APHAMPHENOL CORP NEW CL A
6,309$529.9M0.03%
170
NFENEW FORTRESS ENERGY INC
15,278$500.8M0.02%
171
MTDMETTLER-TOLEDO INTERNATIONAL INC
429$475.4M0.02%
172
TRMBTRIMBLE NAVIGA
8,726$470.0M0.02%
173
RMERESMED INC
3,151$465.9M0.02%
174
FTITECHNIPFMC PLC
21,587$439.1M0.02%
175
ICLRICON PLC
1,776$437.3M0.02%
176
ADBEADOBE INC
842$429.3M0.02%
177
SRPTSAREPTA THERAPEUTICS INC
3,454$418.7M0.02%
178
CTVHELIX ENERGY SOLUTIONS GROUP INC
36,788$410.9M0.02%
179
DALDELTA AIR LINES INC
10,645$393.9M0.02%
180
AFWALIGN TECHNOLOGY INC
1,285$392.3M0.02%
181
NETCLOUDFLARE INC
6,006$378.6M0.02%
182
EXPEEXPEDIA GROUP INC
3,658$377.0M0.02%
183
FANGDIAMONDBACK ENERGY INC
2,431$376.5M0.02%
184
SPGIS&P GLOBAL INC
1,029$376.0M0.02%
185
SPOTSPOTIFY TECHNOLOGY S.A.
2,371$366.7M0.02%
186
OCOWENS CORNING
2,484$338.8M0.02%
187
MPWRMONOLITHICPOWER SYSTEMS INC
720$332.6M0.02%
188
TROWT ROWE PRICE GROUP INC
3,061$321.0M0.02%
189
UTHUNITED THERAPEUTICS CORP DEL
1,376$310.8M0.02%
190
TERTERADYNE INC
3,055$306.9M0.01%
191
AYXEURALTERYX INC
8,072$304.2M0.01%
192
HDHOME DEPOT INC
1,005$303.7M0.01%
193
BCBRUNSWICK CORP
3,804$300.5M0.01%
194
ILMNILLUMINA INC
2,117$290.6M0.01%
195
LSCCLATTICE SEMICONDUCTOR CORPORATION
3,250$279.3M0.01%
196
POOLPOOL CORP
778$277.0M0.01%
197
EBIXEUREBIX INC
27,898$275.6M0.01%
198
ROKROCKWELL AUTOMATION INC
938$268.3M0.01%
199
FTNTFORTINET INC
4,527$265.6M0.01%
200
MRNAMODERNA INC
2,521$260.4M0.01%
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