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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

EMERALD ADVISERS, LLC

Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001104659-25-043298

Total Value
$2.22B
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1FTAI AVIATION LTDFTAIN476,579$52.9M2.38%
2PALOMAR HOLDINGS INCPLMR376,696$51.6M2.32%
3CREDO TECHNOLOGY GROUP HOLDINGSCRDO1,229,033$49.4M2.22%
4INSMED INCINSM594,013$45.3M2.04%
5KRATOS DEFENSE AND SECURITY50077B2071,477,871$43.9M1.98%
6SKYWARD SPECIALTY INSURANCE830940102814,884$43.1M1.94%
7FRESHPET INCFRPT509,448$42.4M1.91%
8SOLENO THERAPEUTICS INCSLNO564,481$40.3M1.82%
9BRIDGEBIO PHARMA INCBBIO1,145,491$39.6M1.78%
10Q2 HOLDINGS INCQTWO493,433$39.5M1.78%
11TRAVERE THERAPEUTICS INCTVTX2,077,173$37.2M1.68%
12VARONIS SYSTEMS INCVRNS907,065$36.7M1.65%
13CARPENTER TECHNOLOGY CORPCRS198,396$35.9M1.62%
14BLUEPRINT MEDICINES CORP09627Y109401,644$35.5M1.60%
15CHART INDS INC16115Q308246,037$35.5M1.60%
16AXOS FINANCIAL INCAX533,586$34.4M1.55%
17BALDWIN INSURANCE GROUP INC05589G102744,621$33.3M1.50%
18OLLIE'S BARGAIN OUTLET HOLDINGS681116109279,815$32.6M1.47%
19RADNET INCRDNT645,222$32.1M1.44%
20INTERDIGITAL INC PA COMIDCC151,097$31.2M1.41%
21TRANSMEDICS GROUP INCTMDX454,794$30.6M1.38%
22ALLEGHENY TECHNOLOGIES INCATI587,250$30.6M1.38%
23VITAL FARMS INCVITL978,197$29.8M1.34%
24MERIT MED SYS INC589889104280,677$29.7M1.34%
25TTM TECHNOLOGIES INCTTMI1,439,931$29.5M1.33%
26LIVANOVA PLCLIVN746,513$29.3M1.32%
27THE BANCORP INCTBBK548,269$29.0M1.30%
28AAR CORPORATIONAIR510,814$28.6M1.29%
29FABRINETFN139,491$27.6M1.24%
30RAMBUS INCRMBS530,702$27.5M1.24%
31AEROVIRONMENT INCAVAV224,818$26.8M1.21%
32LUMENTUM HOLDINGS INCLITE424,090$26.4M1.19%
33WAVE LIFE SCIENCES LTDWVE3,133,558$25.3M1.14%
34MOELIS & COMC426,466$24.9M1.12%
35COLLEGIUM PHARMACEUTICAL INCCOLL826,475$24.7M1.11%
36GUARDANT HEALTH INCGH531,424$22.6M1.02%
37LOUISIANA-PACIFIC CORPORATIONLPX237,179$21.8M0.98%
38SHIFT4 PAYMENTS INC82452J109265,422$21.7M0.98%
39TENABLE HOLDING88025T102612,040$21.4M0.96%
40MODINE MANUFACTURING CO607828100261,293$20.1M0.90%
41LIFETIME GROUP HOLDINGS INCLTH659,519$19.9M0.90%
42BJ'S RESTAURANT INCBJRI578,327$19.8M0.89%
43VSE CORPORATIONVSECU163,935$19.7M0.89%
44LENDINGTREE INCTREE378,563$19.0M0.86%
45ULTRAGENYX PHARMACEUTICAL INCRARE516,228$18.7M0.84%
46PDF SOLUTIONS INCPDFS924,778$17.7M0.80%
47SITIME CORPORATIONSITM115,433$17.6M0.79%
48MACOM TECHNOLOGY SOLUTIONS55405Y100174,654$17.5M0.79%
49NATIONAL VISION HOLDINGSEYE1,343,328$17.2M0.77%
50AGILYSYS INCAGYS233,488$16.9M0.76%
51SPX TECHNOLOGIES INCSPXC130,166$16.8M0.75%
52ARLO TECHNOLOGIESARLO1,679,789$16.6M0.75%
53ALPHATEC HOLDINGS INCATEC1,623,449$16.5M0.74%
54RXO INCRXO854,986$16.3M0.74%
55FORMFACTOR INCFORM570,461$16.1M0.73%
56FIRST ADVANTAGE CORPFA1,135,068$16.0M0.72%
57MADRIGAL PHARMACEUTICALS INCMDGL47,909$15.9M0.71%
58RYMAN HOSPITALITY PROPERTIES78377T107172,878$15.8M0.71%
59ALLEGIANT TRAVEL COALGT298,286$15.4M0.69%
60SOLARIS ENERGY INFRASTRUCTURE INCSEI697,988$15.2M0.68%
61PORTILLOS INC73642K1061,245,854$14.8M0.67%
62ARHAUS INCARHS1,667,128$14.5M0.65%
63COGENT COMMUNICATIONS HOLDINGSCCOI232,272$14.2M0.64%
64BOOT BARN HOLDINGS INCBOOT131,757$14.2M0.64%
65IMPINJ INCPI152,149$13.8M0.62%
66ACADIA PHARMACEUTICALS INCACAD815,905$13.6M0.61%
67CHURCHILL DOWNS INCCHDN121,099$13.5M0.61%
68CLEARWATER ANALYTICS HDSCWAN497,965$13.3M0.60%
69ORTHOFIX MEDICAL INCOFIX811,138$13.2M0.60%
70KULICKE AND SOFFA INDUSTRIES501242101395,968$13.1M0.59%
71COMMVAULT SYSTEMS INCCVLT81,499$12.9M0.58%
72MIRION TECHNOLOGIES INCMIR880,089$12.8M0.57%
73UMB FINANCIAL CORP902788108125,468$12.7M0.57%
74TRINITY CAPITAL INCTRINZ798,761$12.1M0.55%
75AKERO THERAPEUTCS INC00973Y108294,402$11.9M0.54%
76EVERQUOTE INCEVER443,701$11.6M0.52%
77ONESPAWORLD HOLDINGS LIMITEDOSW680,178$11.4M0.51%
78WESBANCO INCWSBCO368,816$11.4M0.51%
7989BIO INC2825591031,550,671$11.3M0.51%
80LIFE360 INCLIFX270,817$10.4M0.47%
81KALVISTA PHARMACEUTICALS INCKALV898,190$10.4M0.47%
82NOVOCURE LTDNVCR538,249$9.6M0.43%
83BOWHEAD SPECIALTY HOLDINGSBOW235,853$9.6M0.43%
84NAPCO SECURITY630402105408,485$9.4M0.42%
85APPLIED OPTOELECTRONICS INCAAOI596,376$9.2M0.41%
86CACTUS INCWHD193,061$8.8M0.40%
87SPYRE THERAPEUTICSSYRE547,827$8.8M0.40%
88INFINITY NATURAL RESOURCES456941103465,174$8.7M0.39%
89SAVARA INCSVRA3,090,213$8.6M0.39%
90BIOHAVEN LTDBHVN354,953$8.5M0.38%
91FIRST BUSEY CORPBUSEP385,500$8.3M0.37%
92NEOGENOMICS INCNEO855,688$8.1M0.37%
93RUSH STREET INTERACTIVE INCRSI757,477$8.1M0.37%
94AMERIS BANCORPABCB136,058$7.8M0.35%
95FULTON FINL CORP PA360271100431,147$7.8M0.35%
96PERELLA WEINBERG PARTNERSPWP403,280$7.4M0.33%
97SABLE OFFSHORE CORPSOC291,024$7.4M0.33%
98CVRx INCCVRX590,850$7.2M0.33%
99CORCEPT THERAPEUTICS INCCORT62,182$7.1M0.32%
100SKYWATER TECHNOLOGY INCSKYT1,000,716$7.1M0.32%
101BLOOM ENERGY COBE360,414$7.1M0.32%
102UTZ BRANDS INCUTZ418,172$5.9M0.27%
103NVIDIA CORPORATIONNVDA54,210$5.9M0.26%
104FLOWCO HOLDINGS INCFLOC224,155$5.7M0.26%
105SPROUT SOCIAL INCSPT237,783$5.2M0.24%
106FIRST FINL BANCSHARES INC32020R109143,903$5.2M0.23%
107MICROSOFT CORPMSFT13,458$5.1M0.23%
108STEWART INFORMATION SERVICES86037210170,507$5.0M0.23%
109APPLE INCAAPL20,098$4.5M0.20%
110URANIUM ENERGY CORPORATIONUEC811,172$3.9M0.17%
111MARATHON DIGITAL HOLDINGS INCMARA326,707$3.8M0.17%
112AMAZON.COM, INCAMZN19,068$3.6M0.16%
113ALPHABET INC CLA AGOOG19,081$3.0M0.13%
114META PLATFORMS INCMETA4,781$2.8M0.12%
115CERIBELL INCCBLL121,142$2.3M0.10%
116INSTALLED BUILDING PRODUCTS45780R10113,476$2.3M0.10%
117CHENIERE ENERGY INCLNG9,272$2.1M0.10%
118BROADCOM LTDAVGO11,631$1.9M0.09%
119LATHAM GROUP INCSWIM293,755$1.9M0.09%
120SUPER MICRO COMPUTER INCSMCI49,495$1.7M0.08%
121TECHNIPFMC PLCFTI45,000$1.4M0.06%
122APPLOVIN CORPAPP4,993$1.3M0.06%
123SAREPTA THERAPEUTICS INCSRPT19,830$1.3M0.06%
124CNB FINL CORP PA12612810756,119$1.2M0.06%
125NORWEGIAN CRUISE LINE HOLDINGS LTDNCLH63,670$1.2M0.05%
126TAKE TWO INTERACTIVE SOFTWARETTWO5,345$1.1M0.05%
127ELI LILLY & COLLY1,281$1.1M0.05%
128MASTEC INCMTZ8,808$1.0M0.05%
129DOORDASH INCDASH5,466$999,0210.04%
130TJX COS.8725401098,157$993,5230.04%
131NETFLIX INCNFLX1,050$979,1570.04%
132DATADOG INCDDOG9,300$922,6530.04%
133ASTERA LABS INCALAB15,245$909,6690.04%
134MONOLITHICPOWER SYSTEMS INC6098391051,499$869,3900.04%
135MONGODB INCMDB4,949$868,0550.04%
136PINTEREST INCPINS27,926$865,7060.04%
137FAIR ISAAC CORPFICO466$859,3790.04%
138PALANTIR TECHNOLOGIES INCPLTR9,908$836,2350.04%
139LOAR HOLDINGS INCLOAR11,582$818,2680.04%
140VISA INC-CLASS AV2,277$797,9970.04%
141KINSALE CAPITAL GROUP INC49714P1081,621$788,9570.04%
142HEICO CORPORATIONHEI-A2,944$786,6070.04%
143INTEGER HOLDINGS CORPITGR6,323$746,1770.03%
144COSTCO WHOLESALE CORP22160K105784$741,4920.03%
145TEVA PHARMACEUTICAL INDUSTRIES LIMITED88162420947,097$723,8810.03%
146AXON ENTERPRISE INCAXON1,371$721,0770.03%
147TARGA RESOURCES CORPTRGP3,589$719,4870.03%
148AMERICAN SEMICONDUCTOR CORPAMSC38,719$702,3630.03%
149TELEDYNE TECHNOLOGIES INCTDY1,318$655,9820.03%
150COASTAL FINANCIAL CORP19046P2097,242$654,7490.03%
151TETRA TECHNOLOGIES88162F105185,346$622,7630.03%
152VEEVA SYSTEMS INCVEEV2,632$609,6500.03%
153ZSCALER INCZS3,059$606,9670.03%
154SILICON LABORATORIES INCSLAB5,296$596,1710.03%
155PALO ALTO NETWORKS, INCPANW3,461$590,5850.03%
156VERTIV HOLDINGSVRT7,974$575,7230.03%
157CLOUDFLARE INCNET4,935$556,1250.03%
158PURE STORAGE74624M10212,195$539,8730.02%
159AUTOZONE INCAZO140$533,7890.02%
160PLANET FITNESS INCPLNT5,468$528,2630.02%
161SERVICENOW INCNOW657$523,0640.02%
162SELECT ENERGY SERVICES INCWTTR49,148$516,0540.02%
163BURLINGTON STORES INCBURL2,129$507,4050.02%
164APOLLO GLOBAL MANAGEMENT LLC03769M1063,547$485,7260.02%
165MSCI INCMSCI854$482,9370.02%
166EQT CORPEQT8,989$480,2820.02%
167DECKERS OUTDOOR CORPORATIONDECK4,276$478,1000.02%
168LIGHT & WONDER INCLAWIL5,327$461,3710.02%
169S&P GLOBAL INCSPGI893$453,7330.02%
170ROBINHOOD MARKETS INC77070010210,857$451,8680.02%
171COSTAR GROUP INCCSGP5,653$447,8870.02%
172ASML HOLDING N.V.ASMLF650$430,7100.02%
173TRACTOR SUPPLY COMPANYTSCO7,699$424,2150.02%
174XPO LOGISTICSXPO3,922$421,9290.02%
175TESLA MOTORS, INCTSLA1,621$420,0980.02%
176ALNYLAM PHARMACEUTICALS INCALNY1,496$403,9500.02%
177HUBSPOT INCHUBS707$403,9020.02%
178L3 HARRIS TECHNOLOGIES INCLHX1,851$387,4330.02%
179ROBLOX CORPORATIONRBLX6,559$382,3240.02%
180UNTIY SOFTWARE INCU19,516$382,3180.02%
181PROFICIENT AUTO LOGISTICS INCPAL45,025$376,8590.02%
182CONFLUENT INC20717M10315,809$370,5630.02%
183FIRST CITIZENS BANCSHARES INC CL A31946M103199$368,9700.02%
184LANTHEUS HOLDINGS INCLNTH3,767$367,6590.02%
185LPL FINANCIAL HOLDINGS INC50212V1001,117$365,4150.02%
186VERISK ANALYTICS INCVRSK1,211$360,4180.02%
187NU HOLDINGS LTDNU32,759$335,4520.02%
188COINBASE GLOBAL INCCOIN1,782$306,9140.01%
189VISTRA CORPVST2,557$300,2940.01%
190GENIUS SPORTS LIMITEDGENI29,969$299,9900.01%
191ORACLE SYS CORPORCL-PD2,131$297,9350.01%
192ORRSTOWN FINL SVCS INC6873801059,193$275,8820.01%
193TIDEWATER INCTDGMW6,478$273,8250.01%
194GENERAC HOLDINGS INCGNRC2,080$263,4320.01%
195UNITED THERAPEUTICS CORP DELUTHR852$262,6460.01%
196WESTERN ALLIANCE BANCORPWAL-PA3,394$260,7610.01%
197INDIE SEMICONDUCTOR INCINDI123,303$250,9220.01%
198SENTINELONE INCS13,043$237,1220.01%
199SHARKNINJA INCSN2,814$234,7160.01%
200TERADYNE INCTER2,814$232,4360.01%
201EXACT SCIENCES CORP30063P1054,967$215,0210.01%
202THE TRADE DESK88339J1053,847$210,5080.01%
203TWILIO INCTWLO2,036$199,3450.01%
204TEXAS ROADHOUSE INC CL ATXRH1,182$196,9570.01%
205ZEVIA PBCZVIA90,871$196,2810.01%
206DIAMONDBACK ENERGY INCFANG1,217$194,5740.01%
207ELASTIC NVESTC2,144$191,0300.01%
208MATADOR RESOURCES COMTDR3,731$190,6170.01%
209EXPEDIA GROUP INCEXPE1,128$189,6170.01%
210MONTROSE ENVIRONMENTAL GROUPMEG12,371$176,4100.01%
211HYATT HOTELS CORPORATIONH1,368$167,5800.01%
212QUANTERIX CORPQTRX25,542$166,2780.01%
213IMMUNOVANT INCIMVT9,246$158,0140.01%
214COMSTOCK RESOURCES INCLODE7,755$157,7370.01%
215JACK IN THE BOX INCJACK5,663$153,9770.01%
216OCULAR THERAPEUTIX INCOCUL20,768$152,2290.01%
217FIVE BELOWFIVE1,830$137,1130.01%
218QUANTA SVCS INC74762E102503$127,8530.01%
219NORWOOD FINANCIAL CORPNWFL4,500$108,7650.00%
220F N B CORP PA3025201017,699$103,5520.00%
221DELTA AIR LINES INCDAL2,209$96,3120.00%
222OLD NATL BANCORP IND6800331074,534$96,0750.00%
223AMGEN INCAMGN260$80,9700.00%
224TERRENO REALTY CORP88146M1011,066$67,3930.00%
225BOWMAN CONSULTING GROUP LTDBWMN3,076$67,1490.00%
226ARIS WATER SOLUTION INC04041L1061,964$62,9270.00%
227FIRST COMMONWEALTH FINANCIAL CORPORATION3198291074,044$62,8440.00%
228MID PENN BANCORP INCMPB2,419$62,6760.00%
229HOULIHAN LOKEYHLI345$55,7180.00%
230KITE REALTY GROUP INC49803T3002,073$46,3730.00%
231CITIZENS & NORTHERN CORPCIA2,300$46,2760.00%
232PINNACLE FINL PARTNERS INC72346Q104407$43,1580.00%
233POPULAR INCBPOPM425$39,2570.00%
234AMERICAN TOWER CORP03027X100175$38,0800.00%
235ADOBE INCADBE79$30,2990.00%
236ENTERPRISE FINL SVCS CORP293712105530$28,4820.00%
237EXPRO GROUP HOLDINGS NVXPRO2,682$26,6590.00%
238ANI PHARMACEUTICALS INCANIP244$16,3360.00%
239NORTHERN OIL AND GASNOG531$16,0520.00%
240SNOWFLAKE INC CLASS ASNOW105$15,3470.00%
241FORWARD AIR CORP COMFWRD585$11,7530.00%
242GOODRX HOLDINGS INCGDRX305$1,3450.00%
243MILLICOM INTL CELLULAR S A SHS NEWL6388F11022$6660.00%