Emerald Advisers, LLC Top Holdings and 13F Report (2025) About Emerald Advisers, LLCInvestment ActivityEmerald Advisers, LLC has $2.22 billion in total holdings as of March 31, 2025.Emerald Advisers, LLC owns shares of 243 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 10.54% of the portfolio was purchased this quarter.About 12.05% of the portfolio was sold this quarter.This quarter, Emerald Advisers, LLC has purchased 254 new stocks and bought additional shares in 66 stocks.Emerald Advisers, LLC sold shares of 133 stocks and completely divested from 31 stocks this quarter.Largest Holdings FTAI Aviation $52,914,566Palomar $51,637,488Credo Technology Group $49,357,965Insmed $45,317,252Kratos Defense & Security Solutions $43,877,990 Largest New Holdings this Quarter 40131M109 - Guardant Health $22,638,662 Holding53190C102 - Life Time Group $19,917,474 Holding918284100 - VSE $19,670,561 Holding30041R108 - EverQuote $11,620,529 Holding950810101 - WesBanco $11,418,543 Holding Largest Purchases this Quarter Guardant Health 531,424 shares (about $22.64M)Life Time Group 659,519 shares (about $19.92M)VSE 163,935 shares (about $19.67M)EverQuote 443,701 shares (about $11.62M)WesBanco 368,816 shares (about $11.42M) Largest Sales this Quarter FTAI Aviation 145,694 shares (about $16.18M)Northern Oil and Gas 454,375 shares (about $13.74M)Fulton Financial 739,773 shares (about $13.38M)Tidewater 247,646 shares (about $10.47M)Akero Therapeutics 225,712 shares (about $9.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEmerald Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTAIFTAI Aviation$52,914,566$16,176,405 ▼-23.4%476,5792.4%AerospacePLMRPalomar$51,637,488$7,998,207 ▼-13.4%376,6962.3%FinanceCRDOCredo Technology Group$49,357,965$5,939,423 ▼-10.7%1,229,0332.2%Computer and TechnologyINSMInsmed$45,317,252$6,913,629 ▼-13.2%594,0132.0%MedicalKTOSKratos Defense & Security Solutions$43,877,990$4,210,725 ▼-8.8%1,477,8712.0%AerospaceSKWDSkyward Specialty Insurance Group$43,123,661$450,878 ▼-1.0%814,8841.9%FinanceFRPTFreshpet$42,370,790$949,469 ▲2.3%509,4481.9%Consumer StaplesSLNOSoleno Therapeutics$40,332,167$1,174,495 ▼-2.8%564,4811.8%MedicalBBIOBridgeBio Pharma$39,599,624$185,883 ▼-0.5%1,145,4911.8%MedicalQTWOQ2$39,479,574$729,611 ▲1.9%493,4331.8%Computer and TechnologyTVTXTravere Therapeutics$37,222,940$870,392 ▼-2.3%2,077,1731.7%MedicalVRNSVaronis Systems$36,690,779$747,395 ▼-2.0%907,0651.7%Computer and TechnologyCRSCarpenter Technology$35,945,387$3,164,671 ▼-8.1%198,3961.6%Basic MaterialsBPMCBlueprint Medicines$35,549,510$1,347,299 ▼-3.7%401,6441.6%MedicalGTLSChart Industries$35,517,901$490,968 ▼-1.4%246,0371.6%IndustrialsAXAxos Financial$34,426,969$3,514,146 ▲11.4%533,5861.5%FinanceBRPThe Baldwin Insurance Group$33,277,112$5,472,335 ▼-14.1%744,6211.5%FinanceOLLIOllie's Bargain Outlet$32,559,273$2,908,185 ▲9.8%279,8151.5%Consumer StaplesRDNTRadNet$32,080,438$594,999 ▼-1.8%645,2221.4%MedicalIDCCInterDigital$31,239,305$2,212,845 ▼-6.6%151,0971.4%Computer and TechnologyTMDXTransMedics Group$30,598,540$5,589,824 ▲22.4%454,7941.4%MedicalATIATI$30,554,618$769,472 ▼-2.5%587,2501.4%Basic MaterialsVITLVital Farms$29,805,663$3,469,741 ▲13.2%978,1971.3%Consumer StaplesMMSIMerit Medical Systems$29,670,366$2,333,865 ▼-7.3%280,6771.3%MedicalTTMITTM Technologies$29,532,985$7,543,537 ▲34.3%1,439,9311.3%Computer and TechnologyLIVNLivaNova$29,323,031$236,741 ▼-0.8%746,5131.3%MedicalTBBKBancorp$28,970,534$11,207,470 ▲63.1%548,2691.3%FinanceAIRAAR$28,600,476$1,156,417 ▲4.2%510,8141.3%AerospaceFNFabrinet$27,550,867$3,256,940 ▲13.4%139,4911.2%Computer and TechnologyRMBSRambus$27,477,096$679,650 ▼-2.4%530,7021.2%Computer and TechnologyAVAVAeroVironment$26,796,057$1,288,205 ▲5.1%224,8181.2%AerospaceLITELumentum$26,437,771$61,654 ▼-0.2%424,0901.2%Computer and TechnologyWVEWave Life Sciences$25,319,149$232,793 ▼-0.9%3,133,5581.1%MedicalMCMoelis & Company$24,888,556$30,814 ▼-0.1%426,4661.1%FinanceCOLLCollegium Pharmaceutical$24,670,279$441,631 ▲1.8%826,4751.1%MedicalGHGuardant Health$22,638,662$22,638,662 ▲New Holding531,4241.0%MedicalLPXLouisiana-Pacific$21,815,724$207,783 ▼-0.9%237,1791.0%ConstructionFOURShift4 Payments$21,687,632$3,956,643 ▼-15.4%265,4221.0%Business ServicesTENBTenable$21,409,159$136,037 ▼-0.6%612,0401.0%Computer and TechnologyMODModine Manufacturing$20,054,238$41,829 ▼-0.2%261,2930.9%Auto/Tires/TrucksLTHLife Time Group$19,917,474$19,917,474 ▲New Holding659,5190.9%Consumer DiscretionaryBJRIBJ's Restaurants$19,813,483$188,464 ▼-0.9%578,3270.9%Retail/WholesaleVSECVSE$19,670,561$19,670,561 ▲New Holding163,9350.9%ConstructionTREELendingTree$19,030,362$871,833 ▲4.8%378,5630.9%FinanceRAREUltragenyx Pharmaceutical$18,692,616$76,041 ▼-0.4%516,2280.8%MedicalPDFSPDF Solutions$17,672,508$8,275 ▲0.0%924,7780.8%Computer and TechnologySITMSiTime$17,646,243$4,340,438 ▲32.6%115,4330.8%Computer and TechnologyMTSIMACOM Technology Solutions$17,531,769$566,043 ▼-3.1%174,6540.8%Computer and TechnologyEYENational Vision$17,167,732$4,501,474 ▲35.5%1,343,3280.8%Consumer StaplesAGYSAgilysys$16,937,220$37,648 ▼-0.2%233,4880.8%Computer and TechnologySPXCSPX Technologies$16,762,777$50,482 ▼-0.3%130,1660.8%Business ServicesARLOArlo Technologies$16,579,517$131,340 ▲0.8%1,679,7890.7%Computer and TechnologyATECAlphatec$16,461,773$1,697,598 ▲11.5%1,623,4490.7%MedicalRXORXO$16,330,233$47,616 ▲0.3%854,9860.7%TransportationFORMFormFactor$16,138,342$517,198 ▼-3.1%570,4610.7%Computer and TechnologyFAFirst Advantage$15,993,108$255,874 ▼-1.6%1,135,0680.7%Business ServicesMDGLMadrigal Pharmaceuticals$15,868,898$6,837,581 ▲75.7%47,9090.7%MedicalRHPRyman Hospitality Properties$15,807,929$274,777 ▼-1.7%172,8780.7%FinanceALGTAllegiant Travel$15,406,472$3,193,313 ▲26.1%298,2860.7%TransportationSOISolaris Oilfield Infrastructure$15,188,219$119,375 ▲0.8%697,9880.7%EnergyPTLOPortillo's$14,813,204$37,073 ▲0.3%1,245,8540.7%Retail/WholesaleARHSArhaus$14,504,014$336,464 ▲2.4%1,667,1280.7%Retail/WholesaleCCOICogent Communications$14,240,596$567,853 ▼-3.8%232,2720.6%Computer and TechnologyBOOTBoot Barn$14,154,655$12,892 ▲0.1%131,7570.6%Retail/WholesalePIImpinj$13,799,914$2,334,799 ▲20.4%152,1490.6%Computer and TechnologyACADACADIA Pharmaceuticals$13,552,182$152,214 ▼-1.1%815,9050.6%MedicalCHDNChurchill Downs$13,450,466$788,708 ▼-5.5%121,0990.6%Consumer DiscretionaryCWANClearwater Analytics$13,345,462$2,247,368 ▲20.3%497,9650.6%Computer and TechnologyOFIXOrthofix Medical$13,229,653$183,308 ▼-1.4%811,1380.6%MedicalKLICKulicke and Soffa Industries$13,059,025$213,908 ▼-1.6%395,9680.6%Computer and TechnologyCVLTCommvault Systems$12,857,282$1,743,090 ▲15.7%81,4990.6%Computer and TechnologyMIRMirion Technologies$12,761,291$3,945,421 ▲44.8%880,0890.6%Business ServicesUMBFUMB Financial$12,684,843$2,581,999 ▼-16.9%125,4680.6%FinanceTRINTrinity Capital$12,109,217$56,516 ▼-0.5%798,7610.5%FinanceAKROAkero Therapeutics$11,917,393$9,136,822 ▼-43.4%294,4020.5%MedicalEVEREverQuote$11,620,529$11,620,529 ▲New Holding443,7010.5%FinanceOSWOneSpaWorld$11,420,189$4,393,960 ▲62.5%680,1780.5%Consumer DiscretionaryWSBCWesBanco$11,418,543$11,418,543 ▲New Holding368,8160.5%FinanceETNB89bio$11,273,378$11,273,378 ▲New Holding1,550,6710.5%MedicalLIFE360 INC$10,396,665$3,634,727 ▲53.8%270,8170.5%COMKALVKalVista Pharmaceuticals$10,365,113$717,096 ▲7.4%898,1900.5%MedicalNVCRNovoCure$9,591,597$165,869 ▼-1.7%538,2490.4%MedicalBOWHEAD SPECIALTY HOLDINGS$9,587,424$187,518 ▼-1.9%235,8530.4%COMNSSCNapco Security Technologies$9,403,325$2,914,493 ▼-23.7%408,4850.4%IndustrialsAAOIApplied Optoelectronics$9,154,372$163,032 ▼-1.7%596,3760.4%Computer and TechnologyWHDCactus$8,847,986$5,236,261 ▼-37.2%193,0610.4%EnergySPYRE THERAPEUTICS$8,839,189$16,716 ▲0.2%547,8270.4%COMINFINITY NATURAL RESOURCES$8,722,013$8,722,013 ▲New Holding465,1740.4%COMSVRASavara$8,559,890$2,098,366 ▲32.5%3,090,2130.4%MedicalBHVNBiohaven$8,533,070$134,263 ▼-1.5%354,9530.4%MedicalBUSEFirst Busey$8,326,800$26,482 ▼-0.3%385,5000.4%FinanceNEONeoGenomics$8,120,479$6,659,598 ▼-45.1%855,6880.4%MedicalRSIRush Street Interactive$8,120,153$332,191 ▲4.3%757,4770.4%Consumer DiscretionaryABCBAmeris Bancorp$7,832,859$7,832,859 ▲New Holding136,0580.4%FinanceFULTFulton Financial$7,799,458$13,382,509 ▼-63.2%431,1470.4%FinancePWPPerella Weinberg Partners$7,420,352$7,420,352 ▲New Holding403,2800.3%FinanceSABLE OFFSHORE CORP$7,383,279$39,273 ▼-0.5%291,0240.3%COMCVRXCVRx$7,226,096$37,277 ▼-0.5%590,8500.3%MedicalCORTCorcept Therapeutics$7,102,428$7,102,428 ▲New Holding62,1820.3%MedicalSKYTSkyWater Technology$7,095,076$89,065 ▲1.3%1,000,7160.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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