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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 MUTUAL FUND ADVISERS TRUST

Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001104659-25-043302

Total Value
$1.41B
Positions
210
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (210)

#IssuerTicker / CUSIPSharesValue% of Filing
1RBB FD INC74933W2211,997,035$44.8M3.18%
2PALOMAR HOLDINGS INCPLMR227,166$31.1M2.21%
3FTAI AVIATION LTDFTAIN273,120$30.3M2.15%
4CREDO TECHNOLOGY GROUP HOLDINGSCRDO748,851$30.1M2.13%
5SKYWARD SPECIALTY INSURANCE830940102542,531$28.7M2.04%
6INSMED INCINSM353,831$27.0M1.92%
7SOLENO THERAPEUTICS INCSLNO371,697$26.6M1.88%
8KRATOS DEFENSE AND SECURITY50077B207892,816$26.5M1.88%
9FRESHPET INCFRPT313,297$26.1M1.85%
10BRIDGEBIO PHARMA INCBBIO724,354$25.0M1.78%
11CHART INDS INC16115Q308163,172$23.6M1.67%
12AXOS FINANCIAL INCAX364,026$23.5M1.67%
13Q2 HOLDINGS INCQTWO290,445$23.2M1.65%
14BLUEPRINT MEDICINES CORP09627Y109250,158$22.1M1.57%
15VARONIS SYSTEMS INCVRNS542,982$22.0M1.56%
16CARPENTER TECHNOLOGY CORPCRS121,112$21.9M1.56%
17RADNET INCRDNT431,013$21.4M1.52%
18BALDWIN INSURANCE GROUP INC05589G102454,140$20.3M1.44%
19TRAVERE THERAPEUTICS INCTVTX1,121,886$20.1M1.43%
20MERIT MED SYS INC589889104188,750$20.0M1.42%
21OLLIE'S BARGAIN OUTLET HOLDINGS681116109169,219$19.7M1.40%
22INTERDIGITAL INC PA COMIDCC90,576$18.7M1.33%
23LIVANOVA PLCLIVN472,535$18.6M1.32%
24VITAL FARMS INCVITL603,874$18.4M1.31%
25TTM TECHNOLOGIES INCTTMI886,701$18.2M1.29%
26ALLEGHENY TECHNOLOGIES INCATI349,023$18.2M1.29%
27TRANSMEDICS GROUP INCTMDX262,571$17.7M1.25%
28MOELIS & COMC301,224$17.6M1.25%
29COLLEGIUM PHARMACEUTICAL INCCOLL574,080$17.1M1.22%
30FABRINETFN85,983$17.0M1.20%
31THE BANCORP INCTBBK314,744$16.6M1.18%
32RAMBUS INCRMBS306,106$15.8M1.12%
33AAR CORPORATIONAIR281,061$15.7M1.12%
34AEROVIRONMENT INCAVAV131,076$15.6M1.11%
35WAVE LIFE SCIENCES LTDWVE1,930,820$15.6M1.11%
36LUMENTUM HOLDINGS INCLITE241,570$15.1M1.07%
37GUARDANT HEALTH INCGH327,283$13.9M0.99%
38LOUISIANA-PACIFIC CORPORATIONLPX143,500$13.2M0.94%
39MODINE MANUFACTURING CO607828100170,090$13.1M0.93%
40SHIFT4 PAYMENTS INC82452J109158,005$12.9M0.92%
41LENDINGTREE INCTREE249,505$12.5M0.89%
42TENABLE HOLDING88025T102353,378$12.4M0.88%
43ULTRAGENYX PHARMACEUTICAL INCRARE340,975$12.3M0.88%
44LIFETIME GROUP HOLDINGS INCLTH401,433$12.1M0.86%
45PDF SOLUTIONS INCPDFS618,410$11.8M0.84%
46MADRIGAL PHARMACEUTICALS INCMDGL35,238$11.7M0.83%
47MACOM TECHNOLOGY SOLUTIONS55405Y100109,225$11.0M0.78%
48BJ'S RESTAURANT INCBJRI316,073$10.8M0.77%
49SPX TECHNOLOGIES INCSPXC82,750$10.7M0.76%
50FORMFACTOR INCFORM374,610$10.6M0.75%
51ALPHATEC HOLDINGS INCATEC1,003,778$10.2M0.72%
52FIRST ADVANTAGE CORPFA714,147$10.1M0.71%
53AGILYSYS INCAGYS138,671$10.1M0.71%
54RYMAN HOSPITALITY PROPERTIES78377T107107,561$9.8M0.70%
55ARLO TECHNOLOGIESARLO970,408$9.6M0.68%
56RXO INCRXO495,184$9.5M0.67%
57BOOT BARN HOLDINGS INCBOOT87,593$9.4M0.67%
58ONESPAWORLD HOLDINGS LIMITEDOSW541,182$9.1M0.64%
59COGENT COMMUNICATIONS HOLDINGSCCOI144,344$8.8M0.63%
60TRINITY CAPITAL INCTRINZ577,713$8.8M0.62%
61PORTILLOS INC73642K106731,603$8.7M0.62%
62UMB FINANCIAL CORP90278810885,212$8.6M0.61%
63IMPINJ INCPI94,017$8.5M0.61%
64VSE CORPORATIONVSECU71,024$8.5M0.60%
65ALLEGIANT TRAVEL COALGT163,148$8.4M0.60%
66ORTHOFIX MEDICAL INCOFIX514,524$8.4M0.60%
67EVERQUOTE INCEVER320,097$8.4M0.59%
68AKERO THERAPEUTCS INC00973Y108207,035$8.4M0.59%
69ACADIA PHARMACEUTICALS INCACAD495,084$8.2M0.58%
70ARHAUS INCARHS934,333$8.1M0.58%
71NATIONAL VISION HOLDINGSEYE626,442$8.0M0.57%
7289BIO INC2825591031,082,973$7.9M0.56%
73CHURCHILL DOWNS INCCHDN68,482$7.6M0.54%
74SOLARIS ENERGY INFRASTRUCTURE INCSEI341,874$7.4M0.53%
75SITIME CORPORATIONSITM48,461$7.4M0.53%
76MIRION TECHNOLOGIES INCMIR507,116$7.4M0.52%
77CLEARWATER ANALYTICS HDSCWAN272,437$7.3M0.52%
78KALVISTA PHARMACEUTICALS INCKALV608,213$7.0M0.50%
79BOWHEAD SPECIALTY HOLDINGSBOW161,812$6.6M0.47%
80KULICKE AND SOFFA INDUSTRIES501242101198,592$6.5M0.46%
81SPYRE THERAPEUTICSSYRE389,422$6.3M0.45%
82NEOGENOMICS INCNEO654,281$6.2M0.44%
83COASTAL FINANCIAL CORP19046P20964,873$5.9M0.42%
84NOVOCURE LTDNVCR323,960$5.8M0.41%
85BIOHAVEN LTDBHVN238,361$5.7M0.41%
86CACTUS INCWHD124,407$5.7M0.40%
87APPLIED OPTOELECTRONICS INCAAOI370,996$5.7M0.40%
88COMMVAULT SYSTEMS INCCVLT35,812$5.6M0.40%
89LIFE360 INCLIFX146,893$5.6M0.40%
90SAVARA INCSVRA2,014,456$5.6M0.40%
91FULTON FINL CORP PA360271100292,127$5.3M0.37%
92NAPCO SECURITY630402105221,174$5.1M0.36%
93CVRx INCCVRX369,672$4.5M0.32%
94FIRST BUSEY CORPBUSEP205,771$4.4M0.32%
95SABLE OFFSHORE CORPSOC174,154$4.4M0.31%
96CORCEPT THERAPEUTICS INCCORT37,818$4.3M0.31%
97SKYWATER TECHNOLOGY INCSKYT602,297$4.3M0.30%
98BLOOM ENERGY COBE212,174$4.2M0.30%
99MID PENN BANCORP INCMPB156,338$4.1M0.29%
100INFINITY NATURAL RESOURCES456941103210,579$3.9M0.28%
101PERELLA WEINBERG PARTNERSPWP206,426$3.8M0.27%
102WESBANCO INCWSBCO121,022$3.7M0.27%
103RUSH STREET INTERACTIVE INCRSI348,043$3.7M0.26%
104FIRST FINL BANCSHARES INC32020R109101,872$3.7M0.26%
105FLOWCO HOLDINGS INCFLOC136,904$3.5M0.25%
106AMERIS BANCORPABCB53,607$3.1M0.22%
107UTZ BRANDS INCUTZ217,010$3.1M0.22%
108SPROUT SOCIAL INCSPT133,395$2.9M0.21%
109STEWART INFORMATION SERVICES86037210140,902$2.9M0.21%
110PROFICIENT AUTO LOGISTICS INCPAL323,289$2.7M0.19%
111NORTHEAST BANCORP66405S10024,238$2.2M0.16%
112MARATHON DIGITAL HOLDINGS INCMARA181,526$2.1M0.15%
113METROPOLITAN BANK HOLDING CO59177410436,457$2.0M0.14%
114INTEGER HOLDINGS CORPITGR17,114$2.0M0.14%
115KINSALE CAPITAL GROUP INC49714P1084,028$2.0M0.14%
116NVIDIA CORPORATIONNVDA17,350$1.9M0.13%
117MICROSOFT CORPMSFT4,320$1.6M0.12%
118FINWISE BANCORPFINW85,424$1.5M0.11%
119CERIBELL INCCBLL77,835$1.5M0.11%
120APPLE INCAAPL6,604$1.5M0.10%
121ORRSTOWN FINL SVCS INC68738010548,861$1.5M0.10%
122WESTERN ALLIANCE BANCORPWAL-PA17,931$1.4M0.10%
123SAREPTA THERAPEUTICS INCSRPT21,386$1.4M0.10%
124ESQUIRE FINANCIAL HOLDINGS29667J10117,640$1.3M0.09%
125LATHAM GROUP INCSWIM193,582$1.2M0.09%
126URANIUM ENERGY CORPORATIONUEC256,309$1.2M0.09%
127PATHWARD FINANCIAL INCCASH16,572$1.2M0.09%
128NORWOOD FINANCIAL CORPNWFL47,500$1.1M0.08%
129AMAZON.COM, INCAMZN5,977$1.1M0.08%
130MECHANICS BANK RICHMOND CA58361410253$1.1M0.08%
131WINTRUST FINANCIAL CORP97650W1089,990$1.1M0.08%
132GLOBUS MEDICAL INCGMED13,476$986,4430.07%
133ALPHABET INC CLA AGOOG6,256$967,4280.07%
134CNB FINL CORP PA12612810742,886$954,2140.07%
135QCR HOLDINGS INCQCRH13,110$935,0050.07%
136PINNACLE FINL PARTNERS INC72346Q1048,482$899,4310.06%
137META PLATFORMS INCMETA1,560$899,1220.06%
138KEYCORP49326710853,343$852,9550.06%
139INSTALLED BUILDING PRODUCTS45780R1014,894$839,1250.06%
140ZEVIA PBCZVIA381,007$822,9750.06%
141FIVE BELOWFIVE10,594$793,7550.06%
142UNITED THERAPEUTICS CORP DELUTHR2,547$785,1640.06%
143MIDWESTONE FINANCIAL GROUP INC59851110325,000$740,2500.05%
144SOUTHSTATE CORPSSB7,930$736,0630.05%
145BURKE & HERBERT FINANCIAL12135Y10813,080$733,9190.05%
146VERITEX HOLDINGS INC92345110828,953$722,9560.05%
147THIRD COAST BANCSHARES INCTCBX19,108$637,6340.05%
148BROADCOM LTDAVGO3,782$633,2200.04%
149BOWMAN CONSULTING GROUP LTDBWMN28,842$629,6210.04%
150CONNECTONE BANCORP INCCNOBP25,356$616,4040.04%
151EAST WEST BANCORP INCEWBC6,314$566,7450.04%
152OLD NATL BANCORP IND68003310726,520$561,9590.04%
153SELECTIVE INSURANCE GROUP INC8163001076,059$554,6410.04%
154PORCH GROUP INCPRCH72,535$528,7800.04%
155LINKBANCORP INCLNKB76,139$516,2220.04%
156COMMUNITY HERITAGE FINANCIAL INC20370L10320,772$509,9530.04%
157FIVE STAR BANCORPFSBC18,040$501,5120.04%
158SYNOVUS FINANCIAL CORP87161C50110,408$486,4700.03%
159F N B CORP PA30252010135,331$475,2020.03%
160FIRST CITIZENS BANCSHARES INC CL A31946M103250$463,5300.03%
161COMPASS INCCOMP51,103$446,1290.03%
162BYLINE BANCORP INCBY16,270$425,6230.03%
163CARTER BANCSHARES INCCARE22,070$357,0930.03%
164COMMUNITY WEST BANCSHARESCWBC19,168$354,2250.03%
165ELI LILLY & COLLY424$350,1860.02%
166TJX COS.8725401092,657$323,6230.02%
167NETFLIX INCNFLX334$311,4650.02%
168FIRST HORIZON NATL CORPFHN-PH15,631$303,5540.02%
169HOMESTREET INCMCHB25,572$300,2150.02%
170CHENIERE ENERGY INCLNG1,195$276,5230.02%
171SUPER MICRO COMPUTER INCSMCI7,640$261,5940.02%
172VISA INC-CLASS AV739$258,9900.02%
173COSTCO WHOLESALE CORP22160K105262$247,7940.02%
174TECHNIPFMC PLCFTI7,611$241,1930.02%
175ZIONS BANCORPORATION9897011074,828$240,7240.02%
176AMERICAN SEMICONDUCTOR CORPAMSC12,597$228,5100.02%
177SANDY SPRING BANCORP INC8003631038,088$226,0600.02%
178ROBINHOOD MARKETS INC7707001025,419$225,5390.02%
179NORWEGIAN CRUISE LINE HOLDINGS LTDNCLH11,143$211,2710.01%
180TETRA TECHNOLOGIES88162F10560,759$204,1500.01%
181PRIVATE BANCORP OF AMERICA INC74274F1003,676$201,8490.01%
182PALO ALTO NETWORKS, INCPANW1,133$193,3350.01%
1831ST MERCHANTSFRMEP4,767$192,7770.01%
184FIFTH THIRD BANCORPFITBM4,530$177,5760.01%
185SELECT ENERGY SERVICES INCWTTR16,320$171,3600.01%
186SERVICENOW INCNOW215$171,1700.01%
187GBANK FINANCIAL HOLDINGS INC36166F1004,478$167,4770.01%
188ATLANTIC UNION BANKSHARES CORP04911A1075,295$164,8860.01%
189TWFG INCTWFG4,900$151,4590.01%
190PINTEREST INCPINS4,883$151,3730.01%
191ASML HOLDING N.V.ASMLF214$141,8030.01%
192TESLA MOTORS, INCTSLA535$138,6510.01%
193DOORDASH INCDASH747$136,5290.01%
194M&T BANK CORP55261F104727$129,9510.01%
195MASTEC INCMTZ1,086$126,7470.01%
196HOME BANCSHARES INCHOMB4,282$121,0520.01%
197UNITED BANKSHARES INCUNTCW3,472$120,3740.01%
198BROOKLINE BANCORP INC11373M10710,923$119,0610.01%
199MONGODB INCMDB641$112,4310.01%
200ASTERA LABS INCALAB1,781$106,2720.01%
201GENIUS SPORTS LIMITEDGENI9,777$97,8680.01%
202ORACLE SYS CORPORCL-PD690$96,4690.01%
203TAKE TWO INTERACTIVE SOFTWARETTWO389$80,6200.01%
204DATADOG INCDDOG806$79,9630.01%
205HUNTINGTON BANCSHARES INCHBANP5,275$79,1780.01%
206INDIE SEMICONDUCTOR INCINDI35,277$71,7890.01%
207QUANTERIX CORPQTRX8,277$53,8830.00%
208COMSTOCK RESOURCES INCLODE2,547$51,8060.00%
209COINBASE GLOBAL INCCOIN258$44,4350.00%
210CORE SCIENTIFIC INC21874A1065,282$38,2420.00%