← Back to Discover
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) |
|---|---|---|---|---|---|
| HARMONY BIOSCIENCES HOLDINGS | COM | 413197104 | — | 351,283 shares | $13,791,371 |
| TRINITY CAPITAL INC | COM | 896442308 | — | 750,534 shares | $13,171,872 |
| EVERQUOTE INC | COM | 30041R108 | — | 646,783 shares | $12,974,467 |
| LIGHTPATH TECHNOLOGIES INC | COM | 532257805 | — | 1,162,583 shares | $11,986,231 |
| PIPER SANDLER CO | COM | 724078209 | — | 180,543 shares | $11,910,422 |
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | — | 532,326 shares | $10,960,592 |
| ONTO INNOVATION INC | COM | 683344105 | — | 33,402 shares | $10,281,804 |
| WHITEHAWK MINERALS CORP | COM | 96524T101 | — | 419,102 shares | $10,259,617 |
| StoneX Group Inc | COM | 861896108 | — | 131,315 shares | $8,488,202 |
| REFORMATION INC | COM | 75867H106 | — | 672,120 shares | $8,092,325 |
| CORVUS PHARMACEUTICALS INC | COM | 221015100 | — | 680,016 shares | $7,833,784 |
| APPLE INC | COM | 037833100 | — | 21,562 shares | $7,180,577 |
| CACTUS INC | COM | 127203107 | — | 112,947 shares | $7,027,562 |
| MICROSOFT CORP | COM | 594918104 | — | 13,259 shares | $6,800,541 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 33,692 shares | $6,510,642 |
| SERVICE TITAN INC | COM | 81764X103 | — | 96,564 shares | $6,352,946 |
| ALPHABET INC CLA A | COM | 02079K305 | — | 17,634 shares | $6,067,507 |
| HAWKEYE 360 INC | COM | 420201105 | — | 361,980 shares | $5,465,898 |
| BLACK ROCK COFFEE BAR | COM | 092244102 | — | 764,807 shares | $5,453,074 |
| WAVE LIFE SCIENCES LTD | COM | 94352A104 | — | 1,257,001 shares | $4,650,904 |
| BROADCOM LTD | COM | 11135F101 | — | 11,072 shares | $3,888,376 |
| CREDO TECHNOLOGY GROUP HOLDINGS | COM | G25457105 | — | 19,414 shares | $3,781,653 |
| EROCK INC | COM | 296013105 | — | 284,733 shares | $3,490,827 |
| TAKE TWO INTERACTIVE SOFTWARE | COM | 874054109 | — | 15,994 shares | $3,318,755 |
| DATADOG INC | COM | 23804L103 | — | 12,059 shares | $3,302,357 |
| META PLATFORMS INC | COM | 30303M102 | — | 4,550 shares | $3,299,569 |
| ATI Inc | COM | 01741R102 | — | 15,488 shares | $2,933,427 |
| BLOOM ENERGY CO | COM | 093712107 | — | 10,506 shares | $2,909,952 |
| LUMENTUM HOLDINGS INC | COM | 55024U109 | — | 2,941 shares | $2,856,476 |
| SLIDE INSURANCE HOLDINGS INC | COM | 831349105 | — | 93,564 shares | $2,087,413 |
| ALPHABET INC CL C | COM | 02079K107 | — | 5,647 shares | $1,924,159 |
| FIVE STAR BANCORP | COM | 33830T103 | — | 42,000 shares | $1,779,540 |
| AMAZON.COM, INC | COM | 023135106 | — | 6,786 shares | $1,690,732 |
| MASTEC INC | COM | 576323109 | — | 7,746 shares | $1,654,701 |
| ELI LILLY & CO | COM | 532457108 | — | 1,386 shares | $1,603,713 |
| SNOWFLAKE INC CLASS A | COM | 833445109 | — | 4,593 shares | $1,559,599 |
| EVERPURE INC | COM | 74624M102 | — | 11,708 shares | $1,531,172 |
| MODINE MANUFACTURING CO | COM | 607828100 | — | 8,122 shares | $1,520,438 |
| CLOUDFLARE INC | COM | 18915M107 | — | 3,962 shares | $1,375,923 |
| MID PENN BANCORP INC | COM | 59540G107 | — | 38,275 shares | $1,354,935 |
| TARGA RESOURCES CORP | COM | 87612G101 | — | 4,883 shares | $1,319,924 |
| PALO ALTO NETWORKS, INC | COM | 697435105 | — | 3,297 shares | $1,309,931 |
| FIRST CAROLINA FINANCIAL SERVICES | COM | 31943F200 | — | 103,699 shares | $1,309,718 |
| MONGODB INC | COM | 60937P106 | — | 3,664 shares | $1,277,307 |
| INSMED INC | COM | 457669307 | — | 11,108 shares | $1,267,867 |
| FTAI AVIATION LTD | COM | G3730V105 | — | 6,942 shares | $1,159,522 |
| ROBINHOOD MARKETS INC | COM | 770700102 | — | 9,643 shares | $1,084,838 |
| XPO LOGISTICS | COM | 983793100 | — | 6,132 shares | $1,079,109 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 7,610 shares | $1,042,570 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 2,179 shares | $920,671 |
| TEVA PHARMACEUTICAL INDUSTRIES LIMITED | COM | 881624209 | — | 23,162 shares | $917,215 |
| CARIS LIFE SCIENCES INC | COM | 142152107 | — | 28,724 shares | $879,816 |
| SERVICENOW INC | COM | 81762P102 | — | 6,366 shares | $853,108 |
| MP MATERIALS CORP | COM | 553368101 | — | 18,002 shares | $851,315 |
| TERADYNE INC | COM | 880770102 | — | 2,104 shares | $843,515 |
| BURLINGTON STORES INC | COM | 122017106 | — | 3,054 shares | $815,998 |
| HEICO CORPORATION | COM | 422806109 | — | 2,629 shares | $797,060 |
| ASTRONICS CORPORATION - CL B | COM | 046433207 | — | 11,664 shares | $791,052 |
| VISA INC-CLASS A | COM | 92826C839 | — | 2,169 shares | $779,387 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 1,387 shares | $751,601 |
| TJX COS. | COM | 872540109 | — | 5,424 shares | $717,649 |
| ONCE UPON A FARM | COM | 68237F108 | — | 45,305 shares | $713,554 |
| COSTCO WHOLESALE CORP | COM | 22160K105 | — | 747 shares | $680,024 |
| NETFLIX INC | COM | 64110L106 | — | 9,747 shares | $678,196 |
| MONOLITHICPOWER SYSTEMS INC | COM | 609839105 | — | 485 shares | $653,402 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 1,058 shares | $642,005 |
| CHENIERE ENERGY INC | COM | 16411R208 | — | 2,155 shares | $579,760 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 1,150 shares | $565,547 |
| VISTRA CORP | COM | 92840M102 | — | 3,900 shares | $539,565 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 5,562 shares | $520,659 |
| FIVE BELOW | COM | 33829M101 | — | 2,325 shares | $510,500 |
| TECHNIPFMC PLC | COM | G87110105 | — | 7,399 shares | $502,540 |
| INDIE SEMICONDUCTOR INC | COM | 45569U101 | — | 170,762 shares | $499,479 |
| CAVA GROUP INC | COM | 148929102 | — | 9,222 shares | $498,910 |
| CENCORA INC | COM | 03073E105 | — | 1,649 shares | $495,112 |
| FAIR ISAAC CORP | COM | 303250104 | — | 823 shares | $487,603 |
| LPL FINANCIAL HOLDINGS INC | COM | 50212V100 | — | 1,578 shares | $482,552 |
| TWILIO INC | COM | 90138F102 | — | 1,633 shares | $477,587 |
| HYATT HOTELS CORPORATION | COM | 448579102 | — | 3,009 shares | $477,107 |
| PIXELWORKS INC | COM | 72581M404 | — | 66,094 shares | $469,928 |
| DOORDASH INC | COM | 25809K105 | — | 2,555 shares | $468,970 |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | — | 1,753 shares | $466,053 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 2,266 shares | $465,119 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 7,565 shares | $459,271 |
| L3 HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 1,927 shares | $456,275 |
| INTEGER HOLDINGS CORP | COM | 45826H109 | — | 3,311 shares | $418,345 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 1,665 shares | $410,822 |
| VIKING HOLDINGS LTD | COM | G93A5A101 | — | 4,971 shares | $389,378 |
| DELTA AIR LINES INC | COM | 247361702 | — | 4,583 shares | $382,497 |
| MACOM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | — | 1,255 shares | $357,449 |
| KARMAN HOLDINGS | COM | 485924104 | — | 10,682 shares | $346,310 |
| GENERAC HOLDINGS INC | COM | 368736104 | — | 1,670 shares | $345,607 |
| FABRINET | COM | G3323L100 | — | 806 shares | $341,962 |
| DUTCH BROS INC | COM | 26701L100 | — | 8,523 shares | $328,647 |
| BIOGEN IDEC INC | COM | 09062X103 | — | 1,351 shares | $305,164 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 2,476 shares | $304,152 |
| COINBASE GLOBAL INC | COM | 19260Q107 | — | 1,607 shares | $299,561 |
| ORACLE SYS CORP | COM | 68389X105 | — | 2,030 shares | $278,719 |
| GBANK FINANCIAL HOLDINGS INC | COM | 36166F100 | — | 14,677 shares | $266,828 |
| MATADOR RESOURCES CO | COM | 576485205 | — | 4,920 shares | $253,774 |