Emerald Advisers, LLC holds a diversified book of 248 stocks worth $3.2B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Plexus Corp and trimmed Modine Manufacturing Co. Their largest long position is Modine Manufacturing Co at 3% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1015083/holdings"
Use Arkolith to show EMERALD ADVISERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Modine Manufacturing Co COM | $81.9M | 378.1K | 2.6% | ▼−3.0% Reduced · −12K sh | |
| 2 | Guardant Health Inc COM | $77.8M | 841.9K | 2.5% | ▼−2.3% Reduced · −20K sh | |
| 3 | Bloom Energy Co COM | $73.4M | 541.8K | 2.3% | ▼−3.1% Reduced · −17K sh | |
| 4 | TTM Technologies Inc COM | $73.1M | 750.4K | 2.3% | ▼−18% Reduced · −165K sh | |
| 5 | Cogent Biosciences Inc COM | $61.1M | 1.59M | 1.9% | ▲+0.3% Added · +5K sh | |
| 6 | Kratos Defense And Security COM | $58.9M | 835.9K | 1.9% | ▼−4.5% Reduced · −39K sh | |
| 7 | Vse Corporation COM | $58.0M | 314.8K | 1.8% | ▲+13% Added · +35K sh | |
| 8 | Fabrinet COM | $56.1M | 107.5K | 1.8% | ▼−1.6% Reduced · −2K sh | |
| 9 | Argan Inc COM | $51.9M | 95.3K | 1.6% | ▼−2.9% Reduced · −3K sh | |
| 10 | Aar Corporation COM | $48.8M | 445.7K | 1.5% | ▲+6.3% Added · +26K sh | |
| 11 | Credo Technology Group Holdings COM | $46.8M | 498.6K | 1.5% | ▲+0.5% Added · +2K sh | |
| 12 | Travere Therapeutics Inc COM | $46.3M | 1.56M | 1.5% | ▼−2.3% Reduced · −37K sh | |
| 13 | Esco Technologies Inc COM | $45.8M | 162.7K | 1.4% | ▼−2.4% Reduced · −4K sh | |
| 14 | Mercury Systems Inc COM | $43.4M | 595.3K | 1.4% | ▲+12% Added · +64K sh | |
| 15 | Livanova PLC COM | $42.6M | 670.2K | 1.3% | ▼−4.4% Reduced · −31K sh | |
| 16 | Nlight Inc COM | $42.6M | 746.7K | 1.3% | ▼−4.5% Reduced · −35K sh | |
| 17 | Rambus Inc COM | $42.4M | 493.2K | 1.3% | ▼−21% Reduced · −134K sh | |
| 18 | Axos Financial Inc COM | $42.2M | 496.2K | 1.3% | ▼−4.8% Reduced · −25K sh | |
| 19 | National Vision Holdings COM | $38.9M | 1.50M | 1.2% | ▼−4.0% Reduced · −62K sh | |
| 20 | Bridgebio Pharma Inc COM | $38.3M | 515.4K | 1.2% | ▼−3.8% Reduced · −20K sh | |
| 21 | Kulicke And Soffa Industries COM | $37.4M | 569.0K | 1.2% | ▲+5.5% Added · +30K sh | |
| 22 | Applied Optoelectronics Inc COM | $36.7M | 433.9K | 1.2% | ▼−35% Reduced · −237K sh | |
| 23 | Mirum Pharmaceuticals Inc COM | $36.7M | 397.3K | 1.2% | ▲+8.2% Added · +30K sh | |
| 24 | Palomar Holdings Inc COM | $35.7M | 298.4K | 1.1% | ▼−1.2% Reduced · −4K sh | |
| 25 | Semtech Corp COM | $35.1M | 457.0K | 1.1% | ▼−2.9% Reduced · −14K sh | |
| 26 | Ipg Photonics Corp COM | $34.9M | 304.9K | 1.1% | ▲+49% Added · +101K sh | |
| 27 | Rush Street Interactive Inc COM | $34.2M | 1.57M | 1.1% | ▼−2.0% Reduced · −33K sh | |
| 28 | Transmedics Group Inc COM | $34.1M | 342.8K | 1.1% | ▼−2.4% Reduced · −9K sh | |
| 29 | Plexus Corp COM | $33.7M | 166.5K | 1.1% | ▲New New position | |
| 30 | Solaris Energy Infrastructure Inc COM | $33.6M | 594.7K | 1.1% | ▼−5.1% Reduced · −32K sh | |
| 31 | Aerovironment Inc COM | $32.9M | 179.9K | 1.0% | ▼−15% Reduced · −32K sh | |
| 32 | Sterling Infrastructure Inc COM | $32.5M | 79.8K | 1.0% | ▼−2.7% Reduced · −2K sh | |
| 33 | Imax Corp COM | $32.3M | 849.1K | 1.0% | ▼−0.5% Reduced · −5K sh | |
| 34 | Ollie's Bargain Outlet Holdings COM | $31.9M | 347.1K | 1.0% | ▲+16% Added · +49K sh | |
| 35 | Interdigital Inc Pa Com COM | $31.4M | 104.1K | 1.0% | ▲+86% Added · +48K sh | |
| 36 | Moelis & Co COM | $31.2M | 548.1K | 1.0% | ▼−11% Reduced · −68K sh | |
| 37 | Ceco Environmental Corp COM | $31.2M | 523.0K | 1.0% | ▲+14% Added · +64K sh | |
| 38 | Spyre Therapeutics COM | $30.9M | 613.4K | 1.0% | ▼−3.6% Reduced · −23K sh | |
| 39 | Boot Barn Holdings Inc COM | $30.5M | 208.4K | 1.0% | ▲+15% Added · +27K sh | |
| 40 | Umb Financial Corp COM | $30.2M | 267.4K | 1.0% | ▼−2.9% Reduced · −8K sh | |
| 41 | Astronics Corp COM | $30.0M | 449.1K | 0.9% | ▲+85% Added · +206K sh | |
| 42 | SPX Technologies Inc COM | $29.4M | 147.3K | 0.9% | ▼−3.6% Reduced · −6K sh | |
| 43 | Arlo Technologies COM | $28.7M | 2.02M | 0.9% | ▼−2.0% Reduced · −41K sh | |
| 44 | Nektar Therapeutics COM | $28.4M | 394.6K | 0.9% | ▲+2.7% Added · +10K sh | |
| 45 | Freshpet Inc COM | $28.3M | 480.7K | 0.9% | ▲+15% Added · +63K sh | |
| 46 | PDF Solutions Inc COM | $28.2M | 860.8K | 0.9% | ▼−8.8% Reduced · −83K sh | |
| 47 | Piper Sandler Co COM | $27.6M | 360.6K | 0.9% | ▲New New position | |
| 48 | Skyward Specialty Insurance COM | $27.4M | 627.9K | 0.9% | ▼−4.5% Reduced · −30K sh | |
| 49 | Allegiant Travel Co COM | $27.4M | 338.0K | 0.9% | ▼−3.4% Reduced · −12K sh | |
| 50 | The Bancorp Inc COM | $26.4M | 491.3K | 0.8% | ▼−17% Reduced · −103K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 248 | $3.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 246 | $3.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 257 | $3.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 248 | $2.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 243 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 254 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 248 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 6, 2024 | 247 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 8, 2024 | 243 | $2.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 242 | $2.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 26, 2023 | 232 | $2.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 211 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 4, 2023 | 210 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 246 | $2.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 25, 2022 | 249 | $1.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 29, 2022 | 250 | $1.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 29, 2022 | 262 | $2.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 281 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 28, 2021 | 235 | $2.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 287 | $2.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 29, 2021 | 242 | $2.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 29, 2021 | 286 | $3.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 28, 2020 | 334 | $2.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 28, 2020 | 318 | $2.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.