Emerald Advisers, LLC Top Holdings and 13F Report (2026) About Emerald Advisers, LLCInvestment ActivityEmerald Advisers, LLC has $4.25 billion in total holdings as of June 30, 2026.Emerald Advisers, LLC owns shares of 237 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 24.64% of the portfolio was purchased this quarter.About 26.15% of the portfolio was sold this quarter.This quarter, Emerald Advisers, LLC has purchased 248 new stocks and bought additional shares in 81 stocks.Emerald Advisers, LLC sold shares of 83 stocks and completely divested from 39 stocks this quarter.Largest Holdings Travere Therapeutics $90,946,334CARDINAL INFRASTRUCTURE GROUP $79,878,680Mercury Systems $78,129,969AAR $74,597,883VSE $73,840,232 Largest New Holdings this Quarter 52476L109 - LEGENCE CORP $55,722,351 Holding81725T100 - Sensient Technologies $48,690,550 Holding880779103 - Terex $39,455,880 Holding42704L104 - Herc $37,433,958 Holding57776J100 - MAXLINEAR INC CLASS A $35,893,211 Holding Largest Purchases this Quarter LEGENCE CORP 653,788 shares (about $55.72M)Sensient Technologies 394,927 shares (about $48.69M)Corcept Therapeutics 542,767 shares (about $47.19M)Axcelis Technologies 234,231 shares (about $44.38M)Terex 545,046 shares (about $39.46M) Largest Sales this Quarter Bloom Energy 533,971 shares (about $161.63M)Credo Technology Group 479,212 shares (about $130.32M)TTM Technologies 528,790 shares (about $98.89M)Guardant Health 477,895 shares (about $71.70M)Sterling Infrastructure 79,384 shares (about $66.63M) 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 PortfolioSectorTVTXTravere Therapeutics$90,946,334$2,482,029 â–²2.8%1,600,8862.1%HealthcareCARDINAL INFRASTRUCTURE GROUP$79,878,680$25,374,560 â–²46.6%847,9691.9%COMMRCYMercury Systems$78,129,969$5,305,207 â–²7.3%638,6821.8%IndustrialsAIRAAR$74,597,883$10,894,982 â–²17.1%521,9191.8%IndustrialsVSECVSE$73,840,232$1,910,946 â–²2.7%323,1521.7%IndustrialsKLICKulicke and Soffa Industries$73,773,322$2,335,583 â–¼-3.1%551,5351.7%TechnologyAGXArgan$71,307,321$4,772,135 â–¼-6.3%89,2961.7%IndustrialsCECOCECO Environmental$66,855,780$19,397,218 â–²40.9%736,7841.6%IndustrialsCORTCorcept Therapeutics$65,066,859$47,193,591 â–²264.0%748,3251.5%HealthcareLIVNLivaNova$64,723,315$9,612,194 â–²17.4%787,1011.5%HealthcareSMTCSemtech$63,611,906$10,356,458 â–¼-14.0%393,0301.5%TechnologyIDCCInterDigital$63,284,368$33,820,445 â–²114.8%223,5171.5%TechnologyESEESCO Technologies$62,936,492$6,001,436 â–²10.5%179,7981.5%IndustrialsACLSAxcelis Technologies$62,607,352$44,375,063 â–²243.4%330,4691.5%TechnologyPDFSPDF Solutions$62,599,172$1,661,795 â–²2.7%884,2941.5%TechnologyPLXSPlexus$62,452,767$12,381,591 â–²24.7%207,7121.5%TechnologyCOHUCohu$62,352,472$4,695,355 â–²8.1%843,6271.5%TechnologyCOGTCogent Biosciences$62,048,445$587,737 â–²1.0%1,603,3191.5%HealthcareALGTAllegiant Travel$55,873,171$16,120,490 â–²40.6%475,1121.3%IndustrialsLEGENCE CORP$55,722,351$55,722,351 â–²New Holding653,7881.3%COMMIRMMirum Pharmaceuticals$54,823,296$8,315,716 â–²17.9%468,2951.3%HealthcareGHGuardant Health$54,614,221$71,698,587 â–¼-56.8%364,0221.3%HealthcareMODModine Manufacturing$54,139,373$46,825,695 â–¼-46.4%202,7541.3%IndustrialsAXAxos Financial$52,216,817$3,888,783 â–²8.0%536,1621.2%FinanceSOLARIS ENERGY INFRASTRUCTURE INC$51,543,963$3,695,447 â–²7.7%640,6161.2%COMLASRnLight$51,299,358$684,086 â–¼-1.3%736,8481.2%TechnologySPYRE THERAPEUTICS$50,376,435$4,078,109 â–¼-7.5%567,4301.2%COMUMBFUMB Financial$49,350,233$11,170,817 â–²29.3%345,6871.2%FinanceBOOTBoot Barn$49,318,125$15,080,150 â–²44.0%300,2261.2%Consumer DiscretionaryRSIRush Street Interactive$48,761,466$1,965,576 â–²4.2%1,639,5921.1%Consumer DiscretionarySXTSensient Technologies$48,690,550$48,690,550 â–²New Holding394,9271.1%MaterialsBILLIONTOONE INC$45,095,443$16,352,794 â–²56.9%375,8581.1%COMAGYSAgilysys$44,709,803$10,902,903 â–²32.3%427,8451.1%TechnologyATROAstronics$41,766,340$5,270,361 â–²14.4%513,9841.0%IndustrialsTTMITTM Technologies$41,448,682$98,894,307 â–¼-70.5%221,6271.0%TechnologyCOMPCompass$40,647,275$7,868,389 â–²24.0%3,296,6161.0%Real EstateFRPTFreshpet$39,830,918$11,411,756 â–²40.2%673,7300.9%Consumer StaplesLTHLife Time Group$39,675,652$12,863,865 â–²48.0%971,4900.9%Consumer DiscretionaryFAFirst Advantage$39,509,194$18,790,231 â–²90.7%2,188,8750.9%IndustrialsTEXTerex$39,455,880$39,455,880 â–²New Holding545,0460.9%IndustrialsCYTKCytokinetics$39,013,272$22,076,563 â–²130.3%457,9560.9%HealthcareIPGPIPG Photonics$38,328,561$2,555,816 â–²7.1%326,7010.9%TechnologyEYENational Vision$38,147,196$9,581,933 â–²33.5%2,006,6910.9%Consumer DiscretionaryDIODDiodes$37,808,565$17,994,125 â–²90.8%345,4730.9%TechnologyHRIHerc$37,433,958$37,433,958 â–²New Holding261,1550.9%IndustrialsSYNASynaptics$37,089,115$3,896,350 â–¼-9.5%298,5520.9%TechnologyMAXLINEAR INC CLASS A$35,893,211$35,893,211 â–²New Holding280,3500.8%COMVERADERMICS INC$35,452,208$19,158,232 â–²117.6%288,3700.8%COMVRNSVaronis Systems$35,296,458$1,167,663 â–¼-3.2%841,1930.8%TechnologyPALVELLA THERAPEUTICS INC$35,070,051$10,389,621 â–²42.1%229,4860.8%COMTTITetra Technologies$35,047,984$4,892,883 â–²16.2%3,093,3790.8%EnergyAMSCAmerican Superconductor$35,032,614$3,592,774 â–²11.4%843,9560.8%IndustrialsMCMoelis & Company$34,795,786$1,059,411 â–¼-3.0%531,8830.8%FinanceKTOSKratos Defense & Security Solutions$34,761,445$6,917,975 â–¼-16.6%697,1810.8%IndustrialsOLLIOllie's Bargain Outlet$34,194,533$7,507,563 â–²28.1%444,7780.8%Consumer DiscretionaryRMBSRambus$33,542,469$31,929,678 â–¼-48.8%252,6930.8%TechnologyTRVITrevi Therapeutics$33,525,445$782,461 â–¼-2.3%1,797,6110.8%HealthcareONTOOnto Innovation$33,159,411$11,657,774 â–¼-26.0%87,6190.8%TechnologyIMAXIMAX$33,002,685$844,354 â–¼-2.5%827,9650.8%Communication ServicesTMDXTransMedics Group$32,578,412$9,810,234 â–²43.1%490,4910.8%HealthcareRXORXO$32,404,924$20,307,509 â–²167.9%1,174,5170.8%IndustrialsPLMRPalomar$31,378,466$6,331,128 â–¼-16.8%248,2670.7%FinanceAAOIApplied Optoelectronics$31,346,804$32,937,153 â–¼-51.2%211,5740.7%TechnologyBJRIBJ's Restaurants$31,191,917$1,058,307 â–¼-3.3%513,5740.7%Consumer DiscretionaryTBBKBancorp$29,943,486$834,052 â–¼-2.7%478,0250.7%FinanceHINGE HEALTH INC$29,768,365$6,620,495 â–²28.6%358,6550.7%COMAVAVAeroVironment$29,115,542$576,259 â–¼-1.9%176,3830.7%IndustrialsCVLTCommVault Systems$28,127,594$186,800 â–²0.7%198,4590.7%TechnologyMTRNMaterion$27,600,171$27,600,171 â–²New Holding92,8080.6%MaterialsQBTSD-Wave Quantum$27,535,122$14,572,581 â–²112.4%1,147,7750.6%TechnologyARLOArlo Technologies$27,251,775$36,612 â–²0.1%2,021,6450.6%TechnologyNEKTAR THERAPEUTICS$27,236,930$310,375 â–¼-1.1%390,1580.6%COMCUBICustomers Bancorp$26,471,606$676,226 â–¼-2.5%334,6600.6%FinanceAXSMAxsome Therapeutics$25,514,090$825,609 â–¼-3.1%104,2370.6%HealthcareBOBS DISCOUNT FURNITURE$25,423,816$4,145,125 â–²19.5%1,607,0680.6%COMPIPER SANDLER CO$25,330,502$753,710 â–¼-2.9%350,1590.6%COMPIImpinj$25,320,199$692,517 â–¼-2.7%176,7800.6%TechnologyNPK INTERNATIONAL INC$25,035,928$25,035,928 â–²New Holding1,573,5970.6%COMLCLendingClub$24,758,520$5,520,179 â–²28.7%1,193,7570.6%FinanceEVLVEvolv Technologies$24,518,549$613,170 â–¼-2.4%4,227,3360.6%TechnologyMIRMirion Technologies$24,470,505$301,116 â–¼-1.2%1,364,7800.6%TechnologyDIANTHUS THERAPEUTICS INC$24,156,031$24,156,031 â–²New Holding247,8050.6%COMOSWOneSpaWorld$24,064,942$924,013 â–¼-3.7%852,1580.6%Consumer DiscretionaryRDNTRadNet$22,848,057$695,329 â–¼-3.0%370,4890.5%HealthcarePOWIPower Integrations$22,141,286$12,421,441 â–²127.8%264,3420.5%TechnologySKWDSkyward Specialty Insurance Group$21,809,013$14,829,419 â–¼-40.5%373,7620.5%FinanceSBCFSeacoast Banking Corporation of Florida$21,744,303$4,974,233 â–²29.7%653,9640.5%FinanceAMBIQ MICRO INC$21,515,531$21,515,531 â–²New Holding243,6640.5%COMHIMSHims & Hers Health$21,097,007$21,097,007 â–²New Holding608,5090.5%HealthcareARHSArhaus$19,997,988$4,532,772 â–²29.3%2,375,0580.5%Consumer DiscretionaryFWRGFirst Watch Restaurant Group$19,679,924$7,471,676 â–²61.2%1,526,7590.5%Consumer DiscretionarySVRASavara$19,394,384$1,372,731 â–¼-6.6%3,148,4390.5%HealthcareEEExcelerate Energy$18,435,027$6,442,914 â–²53.7%485,2600.4%EnergyATECAlphatec$18,203,501$2,570,296 â–²16.4%2,104,4510.4%HealthcareALAMAR BIOSCIENCES INC$17,532,187$17,532,187 â–²New Holding647,1830.4%COMCCBCoastal Financial$16,767,971$375,846 â–¼-2.2%216,3330.4%FinanceVCVisteon$16,113,589$5,150,686 â–²47.0%162,4190.4%Consumer DiscretionaryEVEREverQuote$15,509,224$935,994 â–¼-5.7%651,9220.4%Communication ServicesQTWOQ2$15,335,386$84,512 â–¼-0.5%318,8230.4%TechnologyLPTHLightPath Technologies$15,324,168$15,324,168 â–²New Holding937,2580.4%TechnologyShowing largest 100 holdings. 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