Emerald Advisers, LLC Top Holdings and 13F Report (2025) About Emerald Advisers, LLCInvestment ActivityEmerald Advisers, LLC has $2.58 billion in total holdings as of December 31, 2024.Emerald Advisers, LLC owns shares of 254 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 13.35% of the portfolio was purchased this quarter.About 15.55% of the portfolio was sold this quarter.This quarter, Emerald Advisers, LLC has purchased 248 new stocks and bought additional shares in 95 stocks.Emerald Advisers, LLC sold shares of 108 stocks and completely divested from 27 stocks this quarter.Largest Holdings Credo Technology Group $92,543,264FTAI Aviation $89,632,203Freshpet $73,763,520Q2 $48,746,204Chart Industries $47,602,748 Largest New Holdings this Quarter Allegiant Travel $22,255,615 HoldingBoot Barn $19,985,129 HoldingSolaris Oilfield Infrastructure $19,930,208 HoldingSiTime $18,672,691 HoldingBancorp $17,692,469 Holding Largest Purchases this Quarter Allegiant Travel 236,460 shares (about $22.26M)Boot Barn 131,637 shares (about $19.99M)Solaris Oilfield Infrastructure 692,502 shares (about $19.93M)SiTime 87,040 shares (about $18.67M)Bancorp 336,167 shares (about $17.69M) Largest Sales this Quarter Carpenter Technology 154,143 shares (about $26.16M)TriNet Group 212,040 shares (about $19.25M)Synaptics 207,187 shares (about $15.81M)Popular 161,748 shares (about $15.21M)Credo Technology Group 216,155 shares (about $14.53M) 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 PortfolioSectorCRDOCredo Technology Group$92,543,264$14,527,778 ▼-13.6%1,376,9273.6%Computer and TechnologyFTAIFTAI Aviation$89,632,203$959,162 ▼-1.1%622,2733.5%AerospaceFRPTFreshpet$73,763,520$2,365,613 ▼-3.1%498,0322.9%Consumer StaplesQTWOQ2$48,746,204$13,745,066 ▼-22.0%484,3141.9%Computer and TechnologyGTLSChart Industries$47,602,748$615,077 ▼-1.3%249,4381.8%Industrial ProductsINSMInsmed$47,267,269$357,006 ▼-0.7%684,6361.8%MedicalPLMRPalomar$45,936,190$1,576,459 ▼-3.3%435,0431.8%FinanceRDNTRadNet$45,898,080$842,340 ▼-1.8%657,1891.8%MedicalKTOSKratos Defense & Security Solutions$42,727,528$3,206,674 ▼-7.0%1,619,6941.7%AerospaceSKWDSkyward Specialty Insurance Group$41,614,838$2,586,486 ▼-5.9%823,4041.6%FinanceVRNSVaronis Systems$41,121,831$360,505 ▼-0.9%925,5421.6%Computer and TechnologyWVEWave Life Sciences$39,118,505$3,474,226 ▲9.7%3,162,3691.5%MedicalTVTXTravere Therapeutics$37,030,460$2,875,781 ▲8.4%2,125,7441.4%MedicalCRSCarpenter Technology$36,634,110$26,159,609 ▼-41.7%215,8631.4%Basic MaterialsITCIIntra-Cellular Therapies$36,587,272$269,770 ▼-0.7%438,0661.4%MedicalBPMCBlueprint Medicines$36,359,053$3,576,020 ▲10.9%416,8661.4%MedicalLITELumentum$35,685,382$3,907,369 ▲12.3%425,0791.4%Computer and TechnologyLIVNLivaNova$34,850,127$2,641,291 ▲8.2%752,5401.4%MedicalBRPThe Baldwin Insurance Group$33,607,711$667,719 ▼-1.9%867,0721.3%FinanceAXAxos Financial$33,466,532$1,845,716 ▼-5.2%479,1201.3%FinanceATIATI$33,136,227$1,950,012 ▼-5.6%602,0391.3%Basic MaterialsAVAVAeroVironment$32,933,999$562,622 ▼-1.7%214,0101.3%AerospaceVITLVital Farms$32,576,334$5,950,610 ▲22.3%864,3231.3%Consumer StaplesFOURShift4 Payments$32,570,834$8,817,356 ▼-21.3%313,8451.3%Business ServicesBBIOBridgeBio Pharma$31,579,818$1,299,558 ▲4.3%1,150,8681.2%MedicalMCMoelis & Company$31,546,317$985,264 ▼-3.0%426,9941.2%FinanceIDCCInterDigital$31,343,896$3,716,906 ▼-10.6%161,8001.2%Computer and TechnologyAGYSAgilysys$30,821,062$717,556 ▼-2.3%234,0071.2%Computer and TechnologyMODModine Manufacturing$30,354,879$291,100 ▼-0.9%261,8381.2%Auto/Tires/TrucksAIRAAR$30,037,005$76,355 ▼-0.3%490,1601.2%AerospaceMMSIMerit Medical Systems$29,282,464$1,201,649 ▼-3.9%302,7551.1%MedicalRMBSRambus$28,746,801$929,543 ▼-3.1%543,8291.1%Computer and TechnologyOLLIOllie's Bargain Outlet$27,961,618$271,582 ▼-1.0%254,8221.1%Consumer StaplesFNFabrinet$27,045,460$6,559,900 ▲32.0%123,0011.0%Computer and TechnologyTTMITTM Technologies$26,535,292$7,965,862 ▲42.9%1,072,1331.0%Computer and TechnologySLNOSoleno Therapeutics$26,112,309$12,027,946 ▲85.4%580,9191.0%MedicalFORMFormFactor$25,904,692$703,164 ▼-2.6%588,7431.0%Computer and TechnologyNEONeoGenomics$25,666,562$2,056,325 ▼-7.4%1,557,4371.0%MedicalPDFSPDF Solutions$25,031,263$787,947 ▲3.3%924,3451.0%Computer and TechnologyLPXLouisiana-Pacific$24,793,805$8,056,501 ▼-24.5%239,4381.0%ConstructionTENBTenable$24,255,284$8,359,271 ▼-25.6%615,9290.9%Computer and TechnologyMTSIMACOM Technology Solutions$23,421,864$803,493 ▼-3.3%180,2930.9%Computer and TechnologyCOLLCollegium Pharmaceutical$23,254,632$447,570 ▼-1.9%811,6800.9%MedicalTMDXTransMedics Group$23,176,181$13,767,129 ▲146.3%371,7110.9%MedicalFULTFulton Financial$22,575,339$2,634,400 ▼-10.4%1,170,9200.9%FinanceAAOIApplied Optoelectronics$22,373,909$2,968,667 ▲15.3%606,9970.9%Computer and TechnologyALGTAllegiant Travel$22,255,615$22,255,615 ▲New Holding236,4600.9%TransportationRAREUltragenyx Pharmaceutical$21,806,059$2,165,343 ▼-9.0%518,3280.8%MedicalFAFirst Advantage$21,599,960$558,566 ▼-2.5%1,153,2280.8%Business ServicesBJRIBJ's Restaurants$20,512,797$513,217 ▲2.6%583,8280.8%Retail/WholesaleRXORXO$20,323,433$1,240 ▲0.0%852,4930.8%TransportationBOOTBoot Barn$19,985,129$19,985,129 ▲New Holding131,6370.8%Retail/WholesaleSOISolaris Oilfield Infrastructure$19,930,208$19,930,208 ▲New Holding692,5020.8%Oils/EnergyNSSCNapco Security Technologies$19,027,872$954,253 ▲5.3%535,0920.7%Industrial ProductsSPXCSPX Technologies$18,998,800$217,261 ▼-1.1%130,5580.7%Business ServicesKLICKulicke and Soffa Industries$18,778,504$2,355,910 ▼-11.1%402,4540.7%Computer and TechnologySITMSiTime$18,672,691$18,672,691 ▲New Holding87,0400.7%Computer and TechnologyARLOArlo Technologies$18,647,934$10,050,489 ▲116.9%1,666,4820.7%Computer and TechnologyCCOICogent Communications$18,615,025$21,965 ▲0.1%241,5340.7%Computer and TechnologyPIImpinj$18,361,881$8,145,309 ▼-30.7%126,4070.7%Computer and TechnologyRHPRyman Hospitality Properties$18,351,581$4,509,562 ▲32.6%175,8830.7%FinanceWHDCactus$17,934,903$3,066,935 ▲20.6%307,3150.7%Oils/EnergyTBBKBancorp$17,692,469$17,692,469 ▲New Holding336,1670.7%FinanceCHDNChurchill Downs$17,119,828$219,540 ▼-1.3%128,2000.7%Consumer DiscretionaryUMBFUMB Financial$17,042,650$3,226,893 ▲23.4%151,0070.7%FinanceNOGNorthern Oil and Gas$16,904,307$5,819,367 ▼-25.6%454,9060.7%Oils/EnergyNVCRNovoCure$16,317,199$16,317,199 ▲New Holding547,5570.6%MedicalARHSArhaus$15,307,468$2,414,738 ▲18.7%1,628,4540.6%Retail/WholesaleACADACADIA Pharmaceuticals$15,140,016$105,696 ▼-0.7%825,0690.6%MedicalAKROAkero Therapeutics$14,469,571$119,988 ▼-0.8%520,1140.6%MedicalOFIXOrthofix Medical$14,358,694$1,566,458 ▲12.2%822,3770.6%MedicalTREELendingTree$13,997,275$187,201 ▲1.4%361,2200.5%FinanceTDWTidewater$13,903,124$597,050 ▼-4.1%254,1240.5%Oils/EnergySKYTSkyWater Technology$13,636,525$1,727,746 ▼-11.2%988,1540.5%Computer and TechnologyBHVNBiohaven$13,466,094$13,466,094 ▲New Holding360,5380.5%MedicalATECAlphatec$13,366,383$7,073,980 ▲112.4%1,456,0330.5%MedicalNVEENV5 Global$13,238,472$7,950,725 ▲150.4%702,6790.5%Business ServicesSPYRE THERAPEUTICS$12,729,294$5,918,288 ▲86.9%546,7910.5%COMPTLOPortillo's$11,681,718$277,093 ▼-2.3%1,242,7360.5%Retail/WholesaleTRINTrinity Capital$11,612,016$35,495 ▼-0.3%802,4890.4%FinanceCWANClearwater Analytics$11,396,252$333,708 ▲3.0%414,1080.4%Computer and TechnologyUECUranium Energy$11,114,090$11,114,090 ▲New Holding1,661,2990.4%Basic MaterialsCVLTCommvault Systems$10,631,610$139,592 ▲1.3%70,4500.4%Computer and TechnologyMIRMirion Technologies$10,609,443$10,609,443 ▲New Holding607,9910.4%Business ServicesEYENational Vision$10,327,262$1,938,266 ▲23.1%991,1000.4%Consumer StaplesRSIRush Street Interactive$9,967,429$9,967,429 ▲New Holding726,4890.4%Consumer DiscretionaryNVDANVIDIA$9,387,998$201,705 ▼-2.1%69,9080.4%Computer and TechnologyBUSEFirst Busey$9,115,132$9,115,132 ▲New Holding386,7260.4%FinanceFLYWFlywire$8,879,921$2,903,729 ▲48.6%430,6460.3%Computer and TechnologyBOWHEAD SPECIALTY HOLDINGS$8,541,352$76,972 ▼-0.9%240,4660.3%COMMDGLMadrigal Pharmaceuticals$8,413,470$309 ▲0.0%27,2660.3%MedicalOSWOneSpaWorld$8,327,692$7,024,282 ▲538.9%418,4770.3%Consumer DiscretionaryBEBloom Energy$8,190,582$7,669,291 ▲1,471.2%368,7790.3%Oils/EnergyJACKJack in the Box$7,947,702$383,088 ▼-4.6%190,8670.3%Retail/WholesaleFFINFirst Financial Bankshares$7,731,031$290,347 ▼-3.6%214,4530.3%FinanceSPTSprout Social$7,718,959$359,031 ▼-4.4%251,3500.3%Computer and TechnologySIGISelective Insurance Group$7,637,498$4,157,712 ▼-35.2%81,6670.3%FinanceCVRXCVRx$7,524,688$2,417,994 ▲47.3%593,8980.3%MedicalMSFTMicrosoft$7,511,130$160,170 ▼-2.1%17,8200.3%Computer and TechnologyLIFE360 INC$7,269,215$1,879,477 ▼-20.5%176,1380.3%COMShowing largest 100 holdings. 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