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 MUTUAL FUND ADVISERS TRUST (CIK 1352895) reported $2.06B across 186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LFSC ($69.9M, 3.39%), MOD ($51.2M, 2.48%), GH ($48.0M, 2.33%), BE ($47.7M, 2.31%), TTMI ($45.8M, 2.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LFSC | RBB FD INC | $69.9M | 3.39% | 2.0M | Hold |
| 2 | MOD | MODINE MANUFACTURING CO | $51.2M | 2.48% | 236,071 | Added |
| 3 | GH | GUARDANT HEALTH INC | $48.0M | 2.33% | 519,545 | Trimmed |
| 4 | BE | BLOOM ENERGY CO | $47.7M | 2.31% | 352,178 | Added |
| 5 | TTMI | TTM TECHNOLOGIES INC | $45.8M | 2.22% | 470,005 | Trimmed |
| 6 | COGT | COGENT BIOSCIENCES INC | $39.6M | 1.92% | 1.0M | Trimmed |
| 7 | VSEC | VSE CORPORATION | $36.1M | 1.75% | 195,915 | Added |
| 8 | KTOS | KRATOS DEFENSE AND SECURITY | $36.0M | 1.75% | 510,656 | Trimmed |
| 9 | FN | FABRINET | $33.9M | 1.64% | 65,010 | Trimmed |
| 10 | AGX | ARGAN INC | $32.1M | 1.56% | 58,943 | Hold |
| 11 | AIR | AAR CORPORATION | $30.7M | 1.49% | 280,257 | Added |
| 12 | LIVN | LIVANOVA PLC | $28.9M | 1.40% | 454,329 | Trimmed |
| 13 | AX | AXOS FINANCIAL INC | $28.7M | 1.39% | 336,740 | Trimmed |
| 14 | CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | $28.3M | 1.37% | 301,337 | Added |
| 15 | TVTX | TRAVERE THERAPEUTICS INC | $28.1M | 1.36% | 945,033 | Trimmed |
| 16 | ESE | ESCO TECHNOLOGIES INC | $27.7M | 1.34% | 98,502 | Hold |
| 17 | MRCY | MERCURY SYSTEMS INC | $27.4M | 1.33% | 375,472 | Added |
| 18 | RMBS | RAMBUS INC | $26.4M | 1.28% | 307,248 | Trimmed |
| 19 | LASR | NLIGHT INC | $24.5M | 1.19% | 429,772 | Hold |
| 20 | EYE | NATIONAL VISION HOLDINGS | $24.3M | 1.18% | 937,540 | Hold |
| 21 | BBIO | BRIDGEBIO PHARMA INC | $23.8M | 1.15% | 320,211 | Added |
| 22 | MIRM | MIRUM PHARMACEUTICALS INC | $23.1M | 1.12% | 250,399 | Added |
| 23 | AAOI | APPLIED OPTOELECTRONICS INC | $23.0M | 1.12% | 271,760 | Trimmed |
| 24 | KLIC | KULICKE AND SOFFA INDUSTRIES | $23.0M | 1.11% | 349,295 | Added |
| 25 | TMDX | TRANSMEDICS GROUP INC | $22.8M | 1.11% | 229,326 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31