EMERALD MUTUAL FUND ADVISERS TRUST Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$1.6T
Holdings
212
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (212 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LFSCRBB FD INC | 1,997,035 | $49.2B | 2.99% | |
| 2 | CRDOCREDO TECHNOLOGY GROUP HOLDINGS | 503,856 | $46.7B | 2.84% | |
| 3 | JPXAEROVIRONMENT INC | 141,826 | $40.4B | 2.46% | |
| 4 | KTOSKRATOS DEFENSE AND SECURITY | 847,938 | $39.4B | 2.40% | |
| 5 | TMDXTRANSMEDICS GROUP INC | 255,643 | $34.3B | 2.09% | |
| 6 | SLNOSOLENO THERAPEUTICS INC | 405,651 | $34.0B | 2.07% | |
| 7 | TTMITTM TECHNOLOGIES INC | 812,551 | $33.2B | 2.02% | |
| 8 | PLMRPALOMAR HOLDINGS INC | 189,780 | $29.3B | 1.78% | |
| 9 | BBIOBRIDGEBIO PHARMA INC | 645,745 | $27.9B | 1.70% | |
| 10 | BB4AXOS FINANCIAL INC | 364,026 | $27.7B | 1.69% | |
| 11 | VRNSVARONIS SYSTEMS INC | 542,982 | $27.6B | 1.68% | |
| 12 | QTWOQ2 HOLDINGS INC | 290,974 | $27.2B | 1.66% | |
| 13 | RMBS*RAMBUS INC | 416,122 | $26.6B | 1.62% | |
| 14 | FNFABRINET | 85,983 | $25.3B | 1.54% | |
| 15 | SKWDSKYWARD SPECIALTY INSURANCE | 435,295 | $25.2B | 1.53% | |
| 16 | OLLIOLLIE'S BARGAIN OUTLET HOLDINGS | 185,623 | $24.5B | 1.49% | |
| 17 | RDNTRADNET INC | 423,546 | $24.1B | 1.47% | |
| 18 | VITLVITAL FARMS INC | 603,874 | $23.3B | 1.42% | |
| 19 | LITELUMENTUM HOLDINGS INC | 242,087 | $23.0B | 1.40% | |
| 20 | IDIINTERDIGITAL INC PA COM | 102,400 | $23.0B | 1.40% | |
| 21 | GHGUARDANT HEALTH INC | 415,774 | $21.6B | 1.32% | |
| 22 | TBBKTHE BANCORP INC | 366,729 | $20.9B | 1.27% | |
| 23 | AGYSAGILYSYS INC | 182,066 | $20.9B | 1.27% | |
| 24 | FRPTFRESHPET INC | 297,584 | $20.2B | 1.23% | |
| 25 | BWINBALDWIN INSURANCE GROUP INC | 472,351 | $20.2B | 1.23% | |
| 26 | EYENATIONAL VISION HOLDINGS | 836,359 | $19.2B | 1.17% | |
| 27 | SITMSITIME CORPORATION | 89,197 | $19.0B | 1.16% | |
| 28 | MODMODINE MANUFACTURING CO | 185,570 | $18.3B | 1.11% | |
| 29 | VSECVSE CORPORATION | 132,416 | $17.3B | 1.06% | |
| 30 | TVTXTRAVERE THERAPEUTICS INC | 1,141,428 | $16.9B | 1.03% | |
| 31 | MCMOELIS & CO | 267,451 | $16.7B | 1.02% | |
| 32 | ARLOARLO TECHNOLOGIES | 972,501 | $16.5B | 1.00% | |
| 33 | MMSIMERIT MED SYS INC | 175,732 | $16.4B | 1.00% | |
| 34 | COLLCOLLEGIUM PHARMACEUTICAL INC | 550,634 | $16.3B | 0.99% | |
| 35 | FOURSHIFT4 PAYMENTS INC | 159,569 | $15.8B | 0.96% | |
| 36 | CRSCARPENTER TECHNOLOGY CORP | 57,213 | $15.8B | 0.96% | |
| 37 | ATDATI Inc | 179,255 | $15.5B | 0.94% | |
| 38 | LIVNLIVANOVA PLC | 323,462 | $14.6B | 0.89% | |
| 39 | MTSIMACOM TECHNOLOGY SOLUTIONS | 100,519 | $14.4B | 0.88% | |
| 40 | MRCYMERCURY SYSTEMS INC | 263,218 | $14.2B | 0.86% | |
| 41 | BJRIBJ'S RESTAURANT INC | 316,073 | $14.1B | 0.86% | |
| 42 | FAFIRST ADVANTAGE CORP | 835,917 | $13.9B | 0.85% | |
| 43 | SPXCSPX TECHNOLOGIES INC | 82,750 | $13.9B | 0.85% | |
| 44 | BOOTBOOT BARN HOLDINGS INC | 90,060 | $13.7B | 0.83% | |
| 45 | AIRAAR CORPORATION | 194,240 | $13.4B | 0.81% | |
| 46 | UMBFUMB FINANCIAL CORP | 121,672 | $12.8B | 0.78% | |
| 47 | CWANCLEARWATER ANALYTICS HDS | 579,602 | $12.7B | 0.77% | |
| 48 | WVEWAVE LIFE SCIENCES LTD | 1,937,489 | $12.6B | 0.77% | |
| 49 | LTHLIFETIME GROUP HOLDINGS INC | 410,492 | $12.5B | 0.76% | |
| 50 | PDFSPDF SOLUTIONS INC | 581,410 | $12.4B | 0.76% | |
| 51 | OSWONESPAWORLD HOLDINGS LIMITED | 585,525 | $11.9B | 0.73% | |
| 52 | MIRMIRION TECHNOLOGIES INC | 553,624 | $11.9B | 0.73% | |
| 53 | ETNBGBP89BIO INC | 1,145,813 | $11.3B | 0.69% | |
| 54 | MDGLMADRIGAL PHARMACEUTICALS INC | 36,920 | $11.2B | 0.68% | |
| 55 | HTDCORCEPT THERAPEUTICS INC | 150,906 | $11.1B | 0.67% | |
| 56 | RSIRUSH STREET INTERACTIVE INC | 743,189 | $11.1B | 0.67% | |
| 57 | MIRMMIRUM PHARMACEUTICALS INC | 217,542 | $11.1B | 0.67% | |
| 58 | ATECALPHATEC HOLDINGS INC | 986,103 | $10.9B | 0.67% | |
| 59 | RAREULTRAGENYX PHARMACEUTICAL INC | 295,317 | $10.7B | 0.65% | |
| 60 | ALGTALLEGIANT TRAVEL CO | 193,624 | $10.6B | 0.65% | |
| 61 | PIIMPINJ INC | 94,017 | $10.4B | 0.64% | |
| 62 | GTLSCHART INDS INC | 63,069 | $10.4B | 0.63% | |
| 63 | TENBTENABLE HOLDING | 294,372 | $9.9B | 0.61% | |
| 64 | RHPRYMAN HOSPITALITY PROPERTIES | 99,556 | $9.8B | 0.60% | |
| 65 | LIFLIFE360 INC | 146,893 | $9.6B | 0.58% | |
| 66 | AAOIAPPLIED OPTOELECTRONICS INC | 370,996 | $9.5B | 0.58% | |
| 67 | FMFFORMFACTOR INC | 272,800 | $9.4B | 0.57% | |
| 68 | T77LENDINGTREE INC | 246,285 | $9.1B | 0.56% | |
| 69 | ESEESCO TECHNOLOGIES INC | 46,633 | $8.9B | 0.54% | |
| 70 | SEISOLARIS ENERGY INFRASTRUCTURE INC | 315,972 | $8.9B | 0.54% | |
| 71 | EVEREVERQUOTE INC | 362,967 | $8.8B | 0.53% | |
| 72 | KALVKALVISTA PHARMACEUTICALS INC | 768,972 | $8.7B | 0.53% | |
| 73 | PTLOPORTILLOS INC | 731,603 | $8.5B | 0.52% | |
| 74 | TRINTRINITY CAPITAL INC | 577,713 | $8.1B | 0.50% | |
| 75 | ARHSARHAUS INC | 934,333 | $8.1B | 0.49% | |
| 76 | STRLSTERLING INFRASTRUCTURE INC | 34,197 | $7.9B | 0.48% | |
| 77 | AMSCAMERICAN SEMICONDUCTOR CORP | 213,914 | $7.8B | 0.48% | |
| 78 | SOCSABLE OFFSHORE CORP | 351,887 | $7.7B | 0.47% | |
| 79 | CCBCOASTAL FINANCIAL CORP | 78,995 | $7.7B | 0.47% | |
| 80 | ONTOONTO INNOVATION INC | 75,385 | $7.6B | 0.46% | |
| 81 | IONQIONQ INC | 174,725 | $7.5B | 0.46% | |
| 82 | ITGRINTEGER HOLDINGS CORP | 60,339 | $7.4B | 0.45% | |
| 83 | CVLTCOMMVAULT SYSTEMS INC | 42,411 | $7.4B | 0.45% | |
| 84 | AKROAKERO THERAPEUTCS INC | 136,297 | $7.3B | 0.44% | |
| 85 | PWPPERELLA WEINBERG PARTNERS | 367,163 | $7.1B | 0.43% | |
| 86 | SKYTSKYWATER TECHNOLOGY INC | 714,144 | $7.0B | 0.43% | |
| 87 | OGM1COGENT COMMUNICATIONS HOLDINGS | 144,344 | $7.0B | 0.42% | |
| 88 | ACADACADIA PHARMACEUTICALS INC | 319,306 | $6.9B | 0.42% | |
| 89 | NSSCNAPCO SECURITY | 227,852 | $6.8B | 0.41% | |
| 90 | RXORXO INC | 427,129 | $6.7B | 0.41% | |
| 91 | AXSMAXSOME THERAPEUTICS INC | 63,935 | $6.7B | 0.41% | |
| 92 | COGTCOGENT BIOSCIENCES INC | 895,412 | $6.4B | 0.39% | |
| 93 | EEEXCELERATE ENERGY INC | 219,194 | $6.4B | 0.39% | |
| 94 | FIVEFIVE BELOW | 47,695 | $6.3B | 0.38% | |
| 95 | BOWBOWHEAD SPECIALTY HOLDINGS | 161,812 | $6.1B | 0.37% | |
| 96 | KLICKULICKE AND SOFFA INDUSTRIES | 173,592 | $6.0B | 0.37% | |
| 97 | MARAMARATHON DIGITAL HOLDINGS INC | 347,214 | $5.4B | 0.33% | |
| 98 | ASICATEGRITY SPECIALTY HOLDINGS | 239,964 | $5.2B | 0.31% | |
| 99 | QBTSD-WAVE QUANTUM INC | 350,340 | $5.1B | 0.31% | |
| 100 | BEBLOOM ENERGY CO | 212,002 | $5.1B | 0.31% |
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