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Emerald Advisers, LLC

SEC CIK
0001015083
Latest filing
Aug 5, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 6, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
247
+4 vs. Q1 2024
Portfolio value
$2.38B
−$100.8M (−4.1%) vs. Q1 2024
Filed
Aug 6, 2024
SEC
Holdings of Emerald Advisers, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
FTAIFTAI Aviation Ltd.SHS829,702$85.7M3.6%−33,048−3.8%ReducedHistory
FRPTFreshpet, Inc.Stock537,660$69.6M2.9%−28,456−5.0%ReducedHistory
CRSCarpenter Technology CorpCOM511,204$56.0M2.3%−111,755−17.9%ReducedHistory
TMDXTransMedics Group, Inc.COM323,350$48.7M2.0%−200,070−38.2%ReducedHistory
CRDOCredo Technology Group Holding LtdStock1,507,019$48.1M2.0%+58,229+4.0%AddedHistory
VRNSVaronis Systems IncCOM954,601$45.8M1.9%−53,388−5.3%ReducedHistory
INSMINSMED IncCOM PAR $.01640,267$42.9M1.8%+10,088+1.6%AddedHistory
RDNTRadNet, Inc.COM647,932$38.2M1.6%−23,047−3.4%ReducedHistory
LIVNLivaNova PLCSHS681,203$37.3M1.6%−24,094−3.4%ReducedHistory
BPMCBlueprint Medicines CorpCOM341,200$36.8M1.5%−61,710−15.3%ReducedHistory
QTWOQ2 Holdings, Inc.COM605,296$36.5M1.5%−19,021−3.0%ReducedHistory
AVAVAeroVironment IncCOM197,459$36.0M1.5%−359−0.2%ReducedHistory
TENBTenable Holdings, Inc.COM822,855$35.9M1.5%−42,735−4.9%ReducedHistory
PLMRPalomar Holdings, Inc.Stock441,372$35.8M1.5%−8,617−1.9%ReducedHistory
ATIAti IncStock640,388$35.5M1.5%−68,472−9.7%ReducedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW1,764,290$35.3M1.5%−66,258−3.6%ReducedHistory
AIRAar CorpStock485,007$35.3M1.5%+84,056+21.0%AddedHistory
GTLSChart Industries IncCOM243,480$35.1M1.5%−11,714−4.6%ReducedHistory
FORMFormfactor IncCOM548,408$33.2M1.4%−25,115−4.4%ReducedHistory
ONTOnterris, Inc.COM736,099$32.8M1.4%+17,481+2.4%AddedHistory
PDFSPDF Solutions IncCOM875,575$31.9M1.3%−37,657−4.1%ReducedHistory
MMSIMerit Medical Systems IncCOM359,153$30.9M1.3%−13,139−3.5%ReducedHistory
BWINBaldwin Insurance Group, Inc.COM CL A868,745$30.8M1.3%−24,847−2.8%ReducedHistory
SKWDSkyward Specialty Insurance Group, Inc.COM845,963$30.6M1.3%+28,663+3.5%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM270,420$30.1M1.3%−12,238−4.3%ReducedHistory
FOURShift4 Payments, Inc.CL A393,180$28.8M1.2%−10,575−2.6%ReducedHistory
ONTOOnto Innovation Inc.COM125,417$27.5M1.2%−29,835−19.2%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM96,764$27.1M1.1%−4,859−4.8%ReducedHistory
ITCIIntra-Cellular Therapies, Inc.COM392,591$26.9M1.1%−9,020−2.2%ReducedHistory
PIImpinj IncCOM168,597$26.4M1.1%+4,608+2.8%AddedHistory
MODModine Manufacturing CoCOM260,150$26.1M1.1%+260,150NewHistory
TDWTidewater IncCOM270,023$25.7M1.1%+68,222+33.8%AddedHistory
NEONeogenomics IncCOM NEW1,844,615$25.6M1.1%−61,289−3.2%ReducedHistory
NSSCNapco Security Technologies, IncStock488,583$25.4M1.1%+264,789+118.3%AddedHistory
NVEENV5 Global, Inc.COM271,946$25.3M1.1%−11,935−4.2%ReducedHistory
AXAxos Financial, Inc.COM442,086$25.3M1.1%−15,338−3.4%ReducedHistory
AGYSAgilysys IncCOM240,341$25.0M1.0%−7,526−3.0%ReducedHistory
TNETTrinet Group, Inc.COM250,168$25.0M1.0%−10,031−3.9%ReducedHistory
MCMoelis & CoCL A434,486$24.7M1.0%−18,339−4.0%ReducedHistory
LPXLouisiana-Pacific CorpCOM289,697$23.9M1.0%+13,391+4.8%AddedHistory
RMBSRambus IncCOM394,961$23.2M1.0%+30,297+8.3%AddedHistory
ARHSArhaus, Inc.COM CL A1,339,490$22.7M1.0%−52,193−3.8%ReducedHistory
KLICKulicke & Soffa Industries IncCOM443,002$21.8M0.9%+161,791+57.5%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock219,404$21.5M0.9%+30,648+16.2%AddedHistory
NOGNorthern Oil & Gas, Inc.COM566,999$21.1M0.9%+84,751+17.6%AddedHistory
COLLCollegium Pharmaceutical, IncCOM650,173$20.9M0.9%−19,339−2.9%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM486,682$20.0M0.8%−1,456−0.3%ReducedHistory
BJRIBJs RESTAURANTS INCCOM565,212$19.6M0.8%−21,049−3.6%ReducedHistory
CHDNChurchill Downs IncCOM136,305$19.0M0.8%−193,743−58.7%ReducedHistory
VALValaris LtdCL A254,883$19.0M0.8%+28,933+12.8%AddedHistory
FAFirst Advantage CorpCOM1,158,833$18.6M0.8%−37,120−3.1%ReducedHistory
LNWOLight & Wonder, Inc.COM176,434$18.5M0.8%−5,322−2.9%ReducedHistory
SYNASYNAPTICS IncStock202,283$17.8M0.7%+72,611+56.0%AddedHistory
VKTXViking Therapeutics, Inc.COM327,046$17.3M0.7%+16,039+5.2%AddedHistory
BBIOBridgeBio Pharma, Inc.COM666,344$16.9M0.7%−32,739−4.7%ReducedHistory
VITLVital Farms, Inc.COM341,603$16.0M0.7%+341,603NewHistory
INDIindie Semiconductor, Inc.CLASS A COM2,534,106$15.6M0.7%−237,917−8.6%ReducedHistory
LITELumentum Holdings Inc.COM293,182$14.9M0.6%−4,621−1.6%ReducedHistory
TREELendingTree, Inc.COM345,892$14.4M0.6%+2,247+0.7%AddedHistory
IDCCInterDigital, Inc.COM120,412$14.0M0.6%+120,318+127,997.9%AddedHistory
WHDCactus, Inc.CL A258,826$13.7M0.6%−10,416−3.9%ReducedHistory
TVTXTravere Therapeutics, Inc.COM1,637,146$13.5M0.6%−112,255−6.4%ReducedHistory
RHPRyman Hospitality Properties, Inc.COM134,474$13.4M0.6%−4,538−3.3%ReducedHistory
XPROExpro LtdCOM585,578$13.4M0.6%+585,578NewHistory
SPXCSPX Technologies, Inc.COM93,890$13.3M0.6%+93,890NewHistory
CCOICogent Communications Holdings, Inc.COM NEW234,602$13.2M0.6%−8,231−3.4%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM808,831$13.1M0.6%−842,293−51.0%ReducedHistory
UTZUtz Brands, Inc.COM CL A752,957$12.5M0.5%−43,836−5.5%ReducedHistory
WVEWave Life Sciences, Inc.SHS2,493,230$12.4M0.5%+2,493,230NewHistory
TRNOTerreno Realty CorpCOM208,338$12.3M0.5%−9,035−4.2%ReducedHistory
FNFabrinetSHS49,808$12.2M0.5%+49,808NewHistory
AKROAkero Therapeutics, Inc.COM515,252$12.1M0.5%−23,621−4.4%ReducedHistory
ZUOZuora IncCOM CL A1,214,758$12.1M0.5%−80,620−6.2%ReducedHistory
SLNOSoleno Therapeutics IncCOM293,328$12.0M0.5%−7,048−2.3%ReducedHistory
HLIHoulihan Lokey, Inc.CL A87,583$11.8M0.5%−77,484−46.9%ReducedHistory
RXORXO, Inc.COMMON STOCK443,386$11.6M0.5%+1,775+0.4%AddedHistory
ARLOArlo Technologies, Inc.COM884,047$11.5M0.5%+884,047NewHistory
EYENational Vision Holdings, Inc.COM856,368$11.2M0.5%−29,419−3.3%ReducedHistory
BPOPPopular, Inc.COM NEW126,573$11.2M0.5%−46,642−26.9%ReducedHistory
SNCYSun Country Airlines Holdings, LLCCOM882,312$11.1M0.5%−63,879−6.8%ReducedHistory
IBPInstalled Building Products, Inc.COM53,237$10.9M0.5%−16,480−23.6%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW1,021,525$10.7M0.4%+116,579+12.9%AddedHistory
VCVisteon CorpCOM NEW99,110$10.6M0.4%−4,294−4.2%ReducedHistory
TRINTrinity Capital Inc.COM722,941$10.2M0.4%−26,589−3.5%ReducedHistory
JACKJack in the Box IncCOM194,485$9.91M0.4%−59,145−23.3%ReducedHistory
OFIXOrthofix Medical Inc.COM733,999$9.73M0.4%−31,205−4.1%ReducedHistory
PTLOPortillo's Inc.COM CL A983,539$9.56M0.4%+41,078+4.4%AddedHistory
SVVSavers Value Village, Inc.COM748,398$9.16M0.4%−504,340−40.3%ReducedHistory
CHUYChuy's Holdings, Inc.COM347,098$9.00M0.4%−12,790−3.6%ReducedHistory
QTRXQuanterix CorpCOM680,987$9.00M0.4%−24,460−3.5%ReducedHistory
WFRDWeatherford International plcORD SHS72,267$8.85M0.4%−45,457−38.6%ReducedHistory
NVDANVIDIA CorpStock71,410$8.82M0.4%−4,840−6.3%ReducedConverted for a 10-for-1 splitHistory
SKYTSkyWater Technology, LLCCOM1,094,930$8.38M0.4%−78,223−6.7%ReducedHistory
TTITetra Technologies IncCOM2,420,302$8.37M0.4%−90,596−3.6%ReducedHistory
BANCBanc of California, Inc.COM641,450$8.20M0.3%−495,458−43.6%ReducedHistory
MSFTMicrosoft CorpStock18,200$8.13M0.3%−278−1.5%ReducedHistory
ATRCAtriCure, Inc.COM351,415$8.00M0.3%−99,843−22.1%ReducedHistory
MAXMediaAlpha, Inc.CL A598,517$7.88M0.3%+597,355+51,407.5%AddedHistory
RPDRapid7, Inc.COM178,834$7.73M0.3%−95,065−34.7%ReducedHistory
IMVTImmunovant, Inc.COM288,564$7.62M0.3%−14,225−4.7%ReducedHistory

Sold out since Q1 2024 (29)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Emerald Advisers, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
TMCITreace Medical Concepts, Inc.COM1,561,893$20.4M0.8%History
DCPHDeciphera Pharmaceuticals, Inc.COM1,044,871$16.4M0.7%History
HRIHerc Holdings IncCOM81,551$13.7M0.6%History
EXPOExponent IncCOM162,917$13.5M0.5%History
CYTKCytokinetics IncCOM NEW91,561$6.42M0.3%History
PRVAPrivia Health Group, Inc.COM321,325$6.29M0.3%History
REPLReplimune Group, Inc.COM492,219$4.02M0.2%History
ZVIAZevia PBCCL A1,208,245$1.41M0.1%History
MPMP Materials Corp.COM CL A96,624$1.38M0.1%History
LULUlululemon athletica inc.Stock2,167$846.5K<0.1%History
MTDMettler Toledo International IncCOM603$802.8K<0.1%History
BMRNBiomarin Pharmaceutical IncCOM8,726$762.1K<0.1%History
APHAmphenol CorpCL A6,095$703.1K<0.1%History
ABTAbbott LaboratoriesStock6,060$688.8K<0.1%History
UNHUnitedHealth Group IncStock1,340$662.9K<0.1%History
KEYSKeysight Technologies, Inc.Stock4,229$661.3K<0.1%History
SCHWSchwab Charles CorpStock8,176$591.5K<0.1%History
ILMNIllumina, Inc.COM3,598$494.1K<0.1%History
APLSApellis Pharmaceuticals, Inc.COM7,751$455.6K<0.1%History
MCHBMechanics BancorpCL A28,589$430.3K<0.1%History
ULTAUlta Beauty, Inc.Stock807$422.0K<0.1%History
BLCOBausch & Lomb CorpCOMMON SHARES17,372$300.5K<0.1%History
TRMBTrimble Inc.COM3,902$251.1K<0.1%History
LSCCLattice Semiconductor CorpCOM3,142$245.8K<0.1%History
ETSYEtsy IncCOM2,964$203.7K<0.1%History
AMRCAmeresco, Inc.CL A7,871$189.9K<0.1%History
TROWPrice T Rowe Group IncStock1,322$161.2K<0.1%History
EPAMEPAM Systems, Inc.COM432$119.3K<0.1%History
MPBMid Penn Bancorp IncCOM190$3.80K<0.1%History