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CIK: 0001015083
Total reported value
$4.2B
$4.2B
248 檔
8.1%
In Q2 2025, Emerald Advisers, LLC's U.S. equity holdings reached a combined market value of $4.2B, distributed across 248 disclosed stock positions.
During Q2 2025, Emerald Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CRDO, AVAV, KTOS) accounted for 8.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 3.09% | -1.36% | -25.83% | |
| 2 | AVAV | Aerovironment Inc | Stock-Industrials | 2.64% | -0.35% | +12.40% | |
| 3 | KTOS | Kratos Defense & Security | Stock-Industrials | 2.57% | -1.05% | +2.20% | |
| 4 | TMDX | Transmedics Group Inc | Stock-Healthcare | 2.16% | -0.31% | -3.40% | |
| 5 | TTMI | Ttm Technologies | Stock-Tech | 2.10% | -1.33% | -2.54% | |
| 6 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 2.07% | -0.29% | EXIT | |
| 7 | PLMR | Palomar Holdings Inc | Stock-Financials | 1.82% | -0.39% | -14.75% | |
| 8 | QTWO | Q2 Holdings Inc | Stock-Tech | 1.76% | -0.12% | +3.77% | |
| 9 | VRNS | Varonis Systems Inc | Stock-Tech | 1.75% | +0.24% | +3.93% | |
| 10 | RMBS | Rambus Inc | Stock-Tech | 1.67% | -0.55% | +33.81% | |
| 11 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 1.62% | -1.21% | EXIT | |
| 12 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.55% | -0.01% | +5.19% | |
| 13 | AX | Axos Financial Inc | Stock-Financials | 1.54% | -0.11% | +3.75% | |
| 14 | SKWD | Skyward Specialty Insurance | Stock-Other | 1.52% | -0.36% | -11.92% | |
| 15 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.49% | -0.21% | +10.02% | |
| 16 | FN | Fabrinet | Stock-Tech | 1.47% | -1.76% | -2.35% | |
| 17 | IDCC | Interdigital Inc | Stock-Tech | 1.43% | +0.50% | +15.49% | |
| 18 | VITL | Vital Farms Inc | Stock-Other | 1.43% | — | +3.79% | |
| 19 | AGYS | Agilysys Inc | Stock-Other | 1.42% | +0.32% | +44.38% | |
| 20 | RDNT | Radnet Inc | Stock-Healthcare | 1.40% | -0.14% | +4.21% | |
| 21 | EYE | National Vision Holdings Inc | Stock-Other | 1.37% | -0.33% | +20.74% | |
| 22 | GH | Guardant Health Inc | Stock-Healthcare | 1.34% | -1.17% | +31.71% | |
| 23 | TBBK | Bancorp Inc/the | Stock-Other | 1.31% | -0.14% | +14.25% | |
| 24 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.30% | +0.04% | +2.30% | |
| 25 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 1.27% | — | +8.28% | |
| 26 | SITM | Sitime CORP | Stock-Tech | 1.17% | -0.72% | EXIT | |
| 27 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 1.16% | -1.32% | +23.45% | |
| 28 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.13% | +0.68% | +0.68% | |
| 29 | VSEC | Vse CORP | Stock-Industrials | 1.09% | -0.10% | +38.34% | |
| 30 | ARLO | Arlo Technologies Inc | Stock-Other | 1.09% | -0.27% | +4.18% | |
| 31 | MC | Moelis & Co - Class A | Stock-Financials | 1.05% | -0.17% | +7.40% | |
| 32 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 1.03% | -0.03% | EXIT | |
| 33 | ATI | Ati Inc | Stock-Industrials | 1.01% | -0.77% | -45.70% | |
| 34 | CRS | Carpenter Technology | Stock-Industrials | 1.00% | -0.76% | -50.22% | |
| 35 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 1.00% | — | +3.96% | |
| 36 | BJRI | Bj's Restaurants Inc | Stock-Other | 0.97% | +0.14% | +2.62% | |
| 37 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.96% | +0.01% | NEW | |
| 38 | COLL | Collegium Pharmaceutical Inc | Stock-Other | 0.91% | -0.42% | +1.34% | |
| 39 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.91% | +0.19% | +23.42% | |
| 40 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.90% | +0.47% | — | |
| 41 | LIVN | LivaNova PLC | Stock-Other | 0.89% | +0.17% | -27.80% | |
| 42 | FA | First Advantage CORP | Stock-Other | 0.87% | +0.50% | +26.14% | |
| 43 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 0.86% | — | +115.34% | |
| 44 | AIR | Aar CORP | Stock-Industrials | 0.85% | +0.22% | -34.03% | |
| 45 | SPXC | Spx Technologies Inc | Stock-Industrials | 0.83% | -0.93% | EXIT | |
| 46 | UMBF | Umb Financial CORP | Stock-Financials | 0.82% | +0.21% | +69.83% | |
| 47 | LTH | Life Time Group Holdings Inc | Stock-Other | 0.78% | +0.37% | +6.55% | |
| 48 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.78% | -0.12% | +3.94% | |
| 49 | TENB | Tenable Holdings Inc | Stock-Other | 0.77% | -0.01% | EXIT | |
| 50 | MIR | Mirion Technologies Inc | Stock-Industrials | 0.76% | -0.23% | +9.68% |
According to official SEC Form 13F filings, Emerald Advisers, LLC reported a total U.S. public equity portfolio value of $4.2B across 248 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Emerald Advisers, LLC's top holdings by market value included CRDO (3.1%)、AVAV (2.6%)、KTOS (2.6%). The largest single position, CRDO, represented 3.1% of total portfolio value.
In Q2 2025, Emerald Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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