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EMERALD ADVISERS, LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $3,642,312,614
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TRAVERE THERAPEUTICS INC · COM · 89422G107 · shares: $92,060,764
- CORCEPT THERAPEUTICS INC · COM · 218352102 · shares: $87,373,954
- INTERDIGITAL INC PA COM · COM · 45867G101 · shares: $73,831,052
- SENSIENT TECHNOLOGIES CORP · COM · 81725T100 · shares: $61,075,783
- COHU INC · COM · 192576106 · shares: $57,006,060
- SEMTECH CORP · COM · 816850101 · shares: $54,658,211
- PLEXUS CORP · COM · 729132100 · shares: $54,341,794
- MERCURY SYSTEMS INC · COM · 589378108 · shares: $53,464,699
- VSE CORPORATION · COM · 918284100 · shares: $53,094,504
- CECO ENVIRONMENTAL CORP · COM · 125141101 · shares: $52,141,418
Reported holdings
224 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 1,563,532 shares | $92,060,764 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 758,257 shares | $87,373,954 |
| INTERDIGITAL INC PA COM | COM | 45867G101 | — | 226,427 shares | $73,831,052 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 467,226 shares | $61,075,783 |
| COHU INC | COM | 192576106 | — | 836,602 shares | $57,006,060 |
| SEMTECH CORP | COM | 816850101 | — | 306,466 shares | $54,658,211 |
| PLEXUS CORP | COM | 729132100 | — | 208,246 shares | $54,341,794 |
| MERCURY SYSTEMS INC | COM | 589378108 | — | 644,153 shares | $53,464,699 |
| VSE CORPORATION | COM | 918284100 | — | 322,371 shares | $53,094,504 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 | — | 748,728 shares | $52,141,418 |
| LIVANOVA PLC | COM | G5509L101 | — | 678,492 shares | $51,904,638 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 1,613,541 shares | $51,665,583 |
| KULICKE AND SOFFA INDUSTRIES | COM | 501242101 | — | 545,345 shares | $51,398,766 |
| SPYRE THERAPEUTICS | COM | 00773J202 | — | 571,047 shares | $50,840,314 |
| AAR CORPORATION | COM | 000361105 | — | 500,152 shares | $50,750,423 |
| VARONIS SYSTEMS INC | COM | 922280102 | — | 1,054,889 shares | $50,054,483 |
| ESCO TECHNOLOGIES INC | COM | 296315104 | — | 188,720 shares | $50,031,559 |
| UMB FINANCIAL CORP | COM | 902788108 | — | 378,201 shares | $49,169,965 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 273,671 shares | $48,811,960 |
| AXOS FINANCIAL INC | COM | 05465C100 | — | 539,753 shares | $46,726,417 |
| SOLARIS ENERGY INFRASTRUCTURE INC | COM | 83418M103 | — | 655,036 shares | $46,625,462 |
| IMAX CORP | COM | 45245E109 | — | 834,405 shares | $45,725,394 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 894,231 shares | $45,650,493 |
| BILLIONTOONE INC | COM | 090168105 | — | 408,200 shares | $43,448,808 |
| AXCELIS TECHNOLOGIES INC | COM | 054540208 | — | 330,719 shares | $43,383,718 |
| AGILYSYS INC | COM | 00847J105 | — | 431,438 shares | $41,884,001 |
| MAXLINEAR INC CLASS A | COM | 57776J100 | — | 461,037 shares | $41,636,251 |
| TRANSMEDICS GROUP INC | COM | 89377M109 | — | 493,026 shares | $41,143,020 |
| ASTRONICS CORP | COM | 046433108 | — | 606,197 shares | $40,869,802 |
| VERADERMICS INC | COM | 922967104 | — | 332,395 shares | $40,296,246 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 469,771 shares | $40,156,025 |
| LEGENCE CORP | COM | 52476L109 | — | 733,700 shares | $39,385,016 |
| FRESHPET INC | COM | 358039105 | — | 674,373 shares | $38,816,910 |
| LIFETIME GROUP HOLDINGS INC | COM | 53190C102 | — | 972,663 shares | $38,789,800 |
| OLLIE'S BARGAIN OUTLET HOLDINGS | COM | 681116109 | — | 451,239 shares | $38,648,620 |
| DIODES INCORPORATED | COM | 254543101 | — | 381,677 shares | $36,942,517 |
| MATERION CORP | COM | 576690101 | — | 134,084 shares | $36,147,706 |
| BOOT BARN HOLDINGS INC | COM | 099406100 | — | 299,266 shares | $36,052,575 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | — | 470,062 shares | $35,625,999 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 1,751,982 shares | $35,617,794 |
| HINGE HEALTH INC | COM | 433313103 | — | 360,052 shares | $35,011,456 |
| COMMVAULT SYSTEMS INC | COM | 204166102 | — | 230,259 shares | $34,520,429 |
| FIRST ADVANTAGE CORP | COM | 31846B108 | — | 1,903,394 shares | $33,880,413 |
| HERC HOLDINGS INC | COM | 42704L104 | — | 270,507 shares | $33,759,274 |
| NATIONAL VISION HOLDINGS | COM | 63845R107 | — | 1,999,819 shares | $32,757,035 |
| COMPASS INC | COM | 20464U100 | — | 3,656,793 shares | $32,472,322 |
| PRAXIS PRECISION MEDICINES INC | COM | 74006W207 | — | 110,764 shares | $32,257,800 |
| PALVELLA THERAPEUTICS INC | COM | 697947109 | — | 229,404 shares | $31,641,694 |
| TEREX CORP NEW | COM | 880779103 | — | 596,500 shares | $31,375,900 |
| PALOMAR HOLDINGS INC | COM | 69753M105 | — | 249,483 shares | $30,758,759 |
| ARGAN INC | COM | 04010E109 | — | 80,233 shares | $30,324,062 |
| CYTOKINETICS INC | COM | 23282W605 | — | 457,475 shares | $30,152,177 |
| KRATOS DEFENSE AND SECURITY | COM | 50077B207 | — | 694,252 shares | $29,637,618 |
| BJ'S RESTAURANT INC | COM | 09180C106 | — | 514,324 shares | $29,465,622 |
| IPG PHOTONICS CORP | COM | 44980X109 | — | 371,381 shares | $29,071,705 |
| NLIGHT INC | COM | 65487K100 | — | 746,103 shares | $29,056,981 |
| REPLIMUNE GROUP INC | COM | 76029N106 | — | 2,041,475 shares | $27,029,129 |
| ALAMAR BIOSCIENCES INC | COM | 010911105 | — | 786,682 shares | $26,802,256 |
| RXO INC | COM | 74982T103 | — | 1,300,714 shares | $26,612,608 |
| CARDINAL INFRASTRUCTURE GROUP | COM | 14154A102 | — | 856,579 shares | $26,211,317 |
| MOELIS & CO | COM | 60786M105 | — | 450,827 shares | $25,931,569 |
| TREVI THERAPEUTICS | COM | 89532M101 | — | 1,795,017 shares | $25,704,643 |
| RADNET INC | COM | 750491102 | — | 370,482 shares | $25,541,029 |
| BOBS DISCOUNT FURNITURE | COM | 09681N106 | — | 1,809,749 shares | $25,083,121 |
| AEROVIRONMENT INC | COM | 008073108 | — | 175,503 shares | $24,960,037 |
| ARLO TECHNOLOGIES | COM | 04206A101 | — | 1,998,428 shares | $24,780,507 |
| RED VIOLET INC | COM | 75704L104 | — | 312,278 shares | $24,673,085 |
| AMERICAN SEMICONDUCTOR CORP | COM | 030111207 | — | 846,874 shares | $24,652,502 |
| CUSTOMERS BANCORP INC | COM | 23204G100 | — | 332,100 shares | $24,575,400 |
| AXT INC | COM | 00246W103 | — | 312,212 shares | $24,168,331 |
| FREQUENCY ELECTRONICS INC | COM | 358010106 | — | 279,350 shares | $23,613,456 |
| NEKTAR THERAPEUTICS | COM | 640268306 | — | 380,029 shares | $23,008,856 |
| ARHAUS INC | COM | 04035M102 | — | 2,359,985 shares | $22,349,058 |
| NEOGENOMICS INC | COM | 64049M209 | — | 1,202,258 shares | $22,073,457 |
| IMPINJ INC | COM | 453204109 | — | 121,947 shares | $21,863,878 |
| NPK INTERNATIONAL INC | COM | 651718504 | — | 1,914,374 shares | $21,862,151 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 247,486 shares | $21,791,142 |
| ALPHATEC HOLDINGS INC | COM | 02081G201 | — | 2,099,368 shares | $21,665,478 |
| HAPPEN INC | COM | 52603A208 | — | 1,425,662 shares | $21,071,284 |
| SEACOAST BANKING CORPORATION OF FLORIDA | COM | 811707801 | — | 657,706 shares | $20,934,782 |
| AMBIQ MICRO INC | COM | 023193105 | — | 290,833 shares | $19,826,086 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 | — | 105,698 shares | $19,489,654 |
| SKYWARD SPECIALTY INSURANCE | COM | 830940102 | — | 368,364 shares | $19,449,619 |
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | — | 862,677 shares | $19,401,606 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 1,152,853 shares | $19,102,774 |
| THE BANCORP INC | COM | 05969A105 | — | 388,087 shares | $18,690,270 |
| EVOLV TECHNOLOGIES | COM | 30049H102 | — | 3,992,550 shares | $18,565,358 |
| POWER INTEGRATIONS INC | COM | 739276103 | — | 358,036 shares | $18,546,265 |
| TETRA TECHNOLOGIES | COM | 88162F105 | — | 3,097,999 shares | $18,185,254 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 183,014 shares | $18,165,970 |
| Q2 HOLDINGS INC | COM | 74736L109 | — | 324,578 shares | $17,994,604 |
| AVEANNA HEALTHCARE HOLDINGS | COM | 05356F105 | — | 1,398,173 shares | $17,351,327 |
| SAVARA INC | COM | 805111101 | — | 3,141,161 shares | $16,208,391 |
| AEHR TEST SYSTEMS | COM | 00760J108 | — | 161,085 shares | $16,047,288 |
| FIRST WATCH RESTAURANT GROUP | COM | 33748L101 | — | 1,568,534 shares | $15,951,991 |
| DAVE INC | COM | 23834J201 | — | 48,479 shares | $15,586,483 |
| EXCELERATE ENERGY INC | COM | 30069T101 | — | 482,359 shares | $15,498,195 |
| BRIGHTSPRING HEALTH SERVICES | COM | 10950A106 | — | 264,368 shares | $15,002,884 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 63,758 shares | $14,561,032 |
| WESBANCO INC | COM | 950810101 | — | 376,100 shares | $14,073,662 |