Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EMERALD ADVISERS, LLC (CIK 1015083) reported $3.16B across 237 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MOD ($81.9M, 2.59%), GH ($77.8M, 2.46%), BE ($73.4M, 2.32%), TTMI ($73.1M, 2.31%), COGT ($61.1M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOD | MODINE MANUFACTURING CO | $81.9M | 2.59% | 378,118 | Trimmed |
| 2 | GH | GUARDANT HEALTH INC | $77.8M | 2.46% | 841,917 | Trimmed |
| 3 | BE | BLOOM ENERGY CO | $73.4M | 2.32% | 541,787 | Trimmed |
| 4 | TTMI | TTM TECHNOLOGIES INC | $73.1M | 2.31% | 750,417 | Trimmed |
| 5 | COGT | COGENT BIOSCIENCES INC | $61.1M | 1.93% | 1.6M | Added |
| 6 | KTOS | KRATOS DEFENSE AND SECURITY | $58.9M | 1.87% | 835,929 | Trimmed |
| 7 | VSEC | VSE CORPORATION | $58.0M | 1.84% | 314,789 | Added |
| 8 | FN | FABRINET | $56.1M | 1.77% | 107,493 | Trimmed |
| 9 | AGX | ARGAN INC | $51.9M | 1.64% | 95,272 | Trimmed |
| 10 | AIR | AAR CORPORATION | $48.8M | 1.54% | 445,693 | Added |
| 11 | CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | $46.8M | 1.48% | 498,574 | Added |
| 12 | TVTX | TRAVERE THERAPEUTICS INC | $46.3M | 1.46% | 1.6M | Trimmed |
| 13 | ESE | ESCO TECHNOLOGIES INC | $45.8M | 1.45% | 162,653 | Trimmed |
| 14 | MRCY | MERCURY SYSTEMS INC | $43.4M | 1.37% | 595,314 | Added |
| 15 | LIVN | LIVANOVA PLC | $42.6M | 1.35% | 670,207 | Trimmed |
| 16 | LASR | NLIGHT INC | $42.6M | 1.35% | 746,674 | Trimmed |
| 17 | RMBS | RAMBUS INC | $42.4M | 1.34% | 493,236 | Trimmed |
| 18 | AX | AXOS FINANCIAL INC | $42.2M | 1.34% | 496,232 | Trimmed |
| 19 | EYE | NATIONAL VISION HOLDINGS | $38.9M | 1.23% | 1.5M | Trimmed |
| 20 | BBIO | BRIDGEBIO PHARMA INC | $38.3M | 1.21% | 515,361 | Trimmed |
| 21 | KLIC | KULICKE AND SOFFA INDUSTRIES | $37.4M | 1.18% | 568,996 | Added |
| 22 | MIRM | MIRUM PHARMACEUTICALS INC | $36.7M | 1.16% | 397,263 | Added |
| 23 | AAOI | APPLIED OPTOELECTRONICS INC | $36.7M | 1.16% | 433,882 | Trimmed |
| 24 | PLMR | PALOMAR HOLDINGS INC | $35.7M | 1.13% | 298,359 | Trimmed |
| 25 | SMTC | SEMTECH CORP | $35.1M | 1.11% | 457,018 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31