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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 Q3 2025 · Filed October 30, 2025 · Accession 0001104659-25-104193

Total Value
$1.94B
Positions
219
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (219)

#IssuerTicker / CUSIPSharesValue% of Filing
1RBB FD INC74933W2211,997,035$59.4M3.07%
2KRATOS DEFENSE AND SECURITY50077B207586,783$53.6M2.77%
3CREDO TECHNOLOGY GROUP HOLDINGSCRDO349,619$50.9M2.63%
4AEROVIRONMENT INCAVAV141,558$44.6M2.30%
5RAMBUS INCRMBS391,215$40.8M2.10%
6TTM TECHNOLOGIES INCTTMI609,368$35.1M1.81%
7LUMENTUM HOLDINGS INCLITE215,680$35.1M1.81%
8GUARDANT HEALTH INCGH556,009$34.7M1.79%
9BLOOM ENERGY COBE409,435$34.6M1.79%
10MODINE MANUFACTURING CO607828100234,076$33.3M1.72%
11VARONIS SYSTEMS INCVRNS555,882$31.9M1.65%
12SITIME CORPORATIONSITM98,689$29.7M1.54%
13AXOS FINANCIAL INCAX341,262$28.9M1.49%
14TRAVERE THERAPEUTICS INCTVTX1,200,942$28.7M1.48%
15RADNET INCRDNT372,780$28.4M1.47%
16NATIONAL VISION HOLDINGSEYE966,266$28.2M1.46%
17TRANSMEDICS GROUP INCTMDX238,438$26.8M1.38%
18THE BANCORP INCTBBK357,098$26.7M1.38%
19MERCURY SYSTEMS INCMRCY336,058$26.0M1.34%
20SOLENO THERAPEUTICS INCSLNO379,900$25.7M1.33%
21VITAL FARMS INCVITL618,574$25.5M1.31%
22FABRINETFN65,816$24.0M1.24%
23OLLIE'S BARGAIN OUTLET HOLDINGS681116109185,623$23.8M1.23%
24VSE CORPORATIONVSECU135,516$22.5M1.16%
25AGILYSYS INCAGYS205,857$21.7M1.12%
26Q2 HOLDINGS INCQTWO297,245$21.5M1.11%
27BRIDGEBIO PHARMA INCBBIO411,427$21.4M1.10%
28INTERDIGITAL INC PA COMIDCC61,207$21.1M1.09%
29MOELIS & COMC273,351$19.5M1.01%
30AAR CORPORATIONAIR211,132$18.9M0.98%
31PALOMAR HOLDINGS INCPLMR160,259$18.7M0.97%
32SKYWARD SPECIALTY INSURANCE830940102391,303$18.6M0.96%
33ESCO TECHNOLOGIES INCESE87,419$18.5M0.95%
34LIVANOVA PLCLIVN349,664$18.3M0.95%
35AMERICAN SEMICONDUCTOR CORPAMSC307,737$18.3M0.94%
36SEMTECH CORPSMTC248,436$17.8M0.92%
37COMMVAULT SYSTEMS INCCVLT92,893$17.5M0.91%
38SPX TECHNOLOGIES INCSPXC93,074$17.4M0.90%
39IONQ INCIONQ-WT277,668$17.1M0.88%
40RUSH STREET INTERACTIVE INCRSI825,244$16.9M0.87%
41ARLO TECHNOLOGIESARLO980,066$16.6M0.86%
42STERLING INFRASTRUCTURE INCSTRL48,875$16.6M0.86%
43MIRION TECHNOLOGIES INCMIR704,496$16.4M0.85%
44BOOT BARN HOLDINGS INCBOOT97,953$16.2M0.84%
45IMPINJ INCPI89,329$16.1M0.83%
46MADRIGAL PHARMACEUTICALS INCMDGL35,091$16.1M0.83%
47MIRUM PHARMACEUTICALS INCMIRM219,038$16.1M0.83%
48ALLEGIANT TRAVEL COALGT260,935$15.9M0.82%
49PDF SOLUTIONS INCPDFS594,610$15.4M0.79%
50ATI IncATI183,555$14.9M0.77%
51COGENT BIOSCIENCES INCCOGT1,022,858$14.7M0.76%
52LENDINGTREE INCTREE220,747$14.3M0.74%
53ARGAN INCAGX52,352$14.1M0.73%
54ALPHATEC HOLDINGS INCATEC956,049$13.9M0.72%
55COLLEGIUM PHARMACEUTICAL INCCOLL395,661$13.8M0.71%
56MERIT MED SYS INC589889104165,730$13.8M0.71%
57SKYWATER TECHNOLOGY INCSKYT725,120$13.5M0.70%
58UMB FINANCIAL CORP902788108113,316$13.4M0.69%
59NEKTAR THERAPEUTICSNKTR233,205$13.3M0.69%
60CORCEPT THERAPEUTICS INCCORT158,142$13.1M0.68%
61SHIFT4 PAYMENTS INC82452J109169,718$13.1M0.68%
62WAVE LIFE SCIENCES LTDWVE1,766,062$12.9M0.67%
63ONESPAWORLD HOLDINGS LIMITEDOSW600,025$12.7M0.65%
64FRESHPET INCFRPT224,970$12.4M0.64%
65SOLARIS ENERGY INFRASTRUCTURE INCSEI308,798$12.3M0.64%
66FIRST ADVANTAGE CORPFA772,716$11.9M0.61%
67LIFETIME GROUP HOLDINGS INCLTH410,492$11.3M0.58%
68CARPENTER TECHNOLOGY CORPCRS46,062$11.3M0.58%
69KALVISTA PHARMACEUTICALS INCKALV917,975$11.2M0.58%
70LIFE360 INCLIFX103,971$11.1M0.57%
71CLEARWATER ANALYTICS HDSCWAN592,802$10.7M0.55%
72PERELLA WEINBERG PARTNERSPWP494,652$10.5M0.54%
73HIMS & HERS HEALTH INCHIMS183,304$10.4M0.54%
74EVOLV TECHNOLOGIESEVLVW1,360,062$10.3M0.53%
75ARHAUS INCARHS934,333$9.9M0.51%
76MACOM TECHNOLOGY SOLUTIONS55405Y10079,376$9.9M0.51%
77BJ'S RESTAURANT INCBJRI323,573$9.9M0.51%
78APPLIED OPTOELECTRONICS INCAAOI379,796$9.8M0.51%
79ONTO INNOVATION INCONTO75,385$9.7M0.50%
80EVERQUOTE INCEVER416,662$9.5M0.49%
81CUSTOMERS BANCORP INCCUBB145,032$9.5M0.49%
82KULICKE AND SOFFA INDUSTRIES501242101222,116$9.0M0.47%
83D-WAVE QUANTUM INCQBTS358,640$8.9M0.46%
84NLIGHT INCLASR291,108$8.6M0.45%
85COMPASS INCCOMP1,069,474$8.6M0.44%
86TRINITY CAPITAL INCTRINZ549,260$8.5M0.44%
87COASTAL FINANCIAL CORP19046P20978,182$8.5M0.44%
88RYMAN HOSPITALITY PROPERTIES78377T10792,807$8.3M0.43%
89NAPCO SECURITY630402105189,495$8.1M0.42%
90AXSOME THERAPEUTICS INCAXSM65,505$8.0M0.41%
91CADENCE BANK12740C103209,194$7.9M0.41%
92FIRST WATCH RESTAURANT GROUPFWRG498,226$7.8M0.40%
93SAVARA INCSVRA2,151,358$7.7M0.40%
9489BIO INC282559103512,051$7.5M0.39%
95VISTEON CORPVC61,970$7.4M0.38%
96FIVE BELOWFIVE47,695$7.4M0.38%
97ULTRAGENYX PHARMACEUTICAL INCRARE242,802$7.3M0.38%
98TENABLE HOLDING88025T102247,506$7.2M0.37%
99ACADIA PHARMACEUTICALS INCACAD315,324$6.7M0.35%
100IPG PHOTONICS CORPIPGP83,916$6.6M0.34%
101INTEGER HOLDINGS CORPITGR60,807$6.3M0.32%
102SABLE OFFSHORE CORPSOC355,324$6.2M0.32%
103AKERO THERAPEUTCS INC00973Y108110,747$5.3M0.27%
104SPYRE THERAPEUTICSSYRE308,212$5.2M0.27%
105IMAX CORPIMAX149,401$4.9M0.25%
106LATHAM GROUP INCSWIM642,554$4.9M0.25%
107HEARTFLOW INCHTFL131,262$4.4M0.23%
108EXCELERATE ENERGY INCEE173,920$4.4M0.23%
109MID PENN BANCORP INCMPB144,411$4.1M0.21%
110BLACK ROCK COFFEE BARBRCB168,611$4.0M0.21%
111AMERICAN INTEGRITY INSURANCE GROUP026948109171,429$3.8M0.20%
112CECO ENVIRONMENTAL CORPCECO71,844$3.7M0.19%
113WESBANCO INCWSBCO110,529$3.5M0.18%
114GBANK FINANCIAL HOLDINGS INC36166F10088,689$3.5M0.18%
115ATEGRITY SPECIALTY HOLDINGS04681Y103174,019$3.4M0.18%
116COGENT COMMUNICATIONS HOLDINGSCCOI87,356$3.4M0.17%
117SLIDE INSURANCE HOLDINGS INC831349105202,734$3.2M0.17%
118BOWHEAD SPECIALTY HOLDINGSBOW115,755$3.1M0.16%
119LENDINGCLUB CORPLC188,150$2.9M0.15%
120KORRO BIO INCKRRO58,911$2.8M0.15%
121UTZ BRANDS INCUTZ217,010$2.6M0.14%
122BIOHAVEN LTDBHVN173,656$2.6M0.13%
123ZEVIA PBCZVIA924,124$2.5M0.13%
124ESQUIRE FINANCIAL HOLDINGS29667J10122,968$2.3M0.12%
125METROPOLITAN BANK HOLDING CO59177410431,063$2.3M0.12%
126UNITED THERAPEUTICS CORP DELUTHR5,474$2.3M0.12%
127NORTHEAST BANCORP66405S10022,853$2.3M0.12%
128NVIDIA CORPORATIONNVDA11,547$2.2M0.11%
129ROBINHOOD MARKETS INC77070010214,575$2.1M0.11%
130PROFICIENT AUTO LOGISTICS INCPAL273,289$1.9M0.10%
131CERIBELL INCCBLL155,360$1.8M0.09%
132INSMED INCINSM12,322$1.8M0.09%
133WINTRUST FINANCIAL CORP97650W10813,020$1.7M0.09%
134BOWMAN CONSULTING GROUP LTDBWMN40,357$1.7M0.09%
135FINWISE BANCORPFINW85,424$1.7M0.09%
136WESTERN ALLIANCE BANCORPWAL-PA17,931$1.6M0.08%
137BALDWIN INSURANCE GROUP INC05589G10252,120$1.5M0.08%
138MICROSOFT CORPMSFT2,769$1.4M0.07%
139OMADA HEALTH INCOMDA61,925$1.4M0.07%
140PATHWARD FINANCIAL INCCASH16,572$1.2M0.06%
141NORWOOD FINANCIAL CORPNWFL44,200$1.1M0.06%
142APPLE INCAAPL4,401$1.1M0.06%
143ICU MEDICAL INCICUI9,138$1.1M0.06%
144ROCKET COMPANIES INC77311W10154,049$1.0M0.05%
145FIGURE TECHNOLOGY SOLUTIONSFGRS27,860$1.0M0.05%
146QCR HOLDINGS INCQCRH13,110$991,6400.05%
147ORTHOFIX MEDICAL INCOFIX66,322$970,9540.05%
148PAGAYA TECHNOLOGIESPGYWW31,165$925,2890.05%
149ALPHABET INC CLA AGOOG3,574$868,8390.04%
150AMAZON.COM, INCAMZN3,832$841,3920.04%
151GLOBUS MEDICAL INCGMED14,261$816,7270.04%
152MECHANICS BANCORPMCHB60,462$804,7490.04%
153BROADCOM LTDAVGO2,425$800,0320.04%
154SOUTHSTATE BANK CORP84472E1027,930$784,0390.04%
155UNITED BANKSHARES INCUNTCW20,108$748,2190.04%
156RXO INCRXO47,836$735,7180.04%
157META PLATFORMS INCMETA1,000$734,3800.04%
158THIRD COAST BANCSHARES INCTCBX19,108$725,5310.04%
159EAST WEST BANCORP INCEWBC6,314$672,1250.03%
160PORCH GROUP INCPRCH39,577$664,1020.03%
161CONNECTONE BANCORP INCCNOBP25,356$629,0820.03%
162KLARNA GROUPKLAR17,146$628,4010.03%
163SHOPIFY INCSHOP4,053$602,3160.03%
164NU HOLDINGS LTDNU37,532$600,8870.03%
165BITMINE IMMERSION TECHNOLOGIES09175A20611,558$600,2070.03%
166SOFI TECHNOLOGIESSOFI22,392$591,5970.03%
167FIVE STAR BANCORPFSBC18,040$580,8880.03%
168LIVE OAK BANCSHARES INCLOB-PA14,526$511,6060.03%
169BANK OZKOZKAP9,842$501,7450.03%
170NEPTUNE INSURANCE HOLDINGS64073B10324,761$495,2200.03%
171DAVE INC23834J2012,478$493,9890.03%
172FIRST BUSEY CORPBUSEP21,123$488,9970.03%
173BANK7 CORPBSVN10,435$482,8270.02%
174AFFIRM HOLDINGS INCAFRM6,520$476,4820.02%
175FIRST FINL BANCSHARES INC32020R10913,910$468,0720.02%
176KINSALE CAPITAL GROUP INC49714P1081,084$460,9820.02%
177REMITLY GLOBALRELY28,159$458,9920.02%
178BYLINE BANCORP INCBY16,270$451,1670.02%
179COINBASE GLOBAL INCCOIN1,251$422,2000.02%
180SEACOAST BANKING CORPORATION OF FLORIDASE13,306$404,9020.02%
181AMERIS BANCORPABCB4,442$325,6430.02%
182BULLISHBLSH5,000$318,0500.02%
183TETRA TECHNOLOGIES88162F10554,204$311,6730.02%
184CIRCLE INTERNET GROUPCRCL2,282$302,5480.02%
185NETFLIX INCNFLX216$258,9670.01%
186NOVOCURE LTDNVCR19,173$247,7150.01%
187TJX COS.8725401091,704$246,2960.01%
188PRIVATE BANCORP OF AMERICA INC74274F1003,676$217,0680.01%
189FTAI AVIATION LTDFTAIN1,249$208,4080.01%
190TAKE TWO INTERACTIVE SOFTWARETTWO799$206,4300.01%
191FIFTH THIRD BANCORPFITBM4,530$201,8120.01%
192CHENIERE ENERGY INCLNG844$198,3230.01%
193APPLOVIN CORPAPP265$190,4130.01%
194MASTEC INCMTZ864$183,8680.01%
195NORWEGIAN CRUISE LINE HOLDINGS LTDNCLH7,145$175,9810.01%
196ELI LILLY & COLLY230$175,4900.01%
197GENIUS SPORTS LIMITEDGENI13,269$164,2700.01%
198VISA INC-CLASS AV476$162,4970.01%
199COSTCO WHOLESALE CORP22160K105169$156,4310.01%
200TESLA MOTORS, INCTSLA346$153,8730.01%
201PALO ALTO NETWORKS, INCPANW729$148,4390.01%
202TWFG INCTWFG4,900$134,4560.01%
203DOORDASH INCDASH479$130,2830.01%
204MONGODB INCMDB411$127,5660.01%
205ORACLE SYS CORPORCL-PD445$125,1520.01%
206CNB FINL CORP PA1261281075,156$124,7750.01%
207MIAMI INTERNATIONAL59356Q1082,500$100,6500.01%
208REPAY HOLDINGS CORP CL ARPAY18,667$97,6280.01%
209BWX TECHNOLOGIES INCBWXT529$97,5320.01%
210CORPAY INCCPAY323$93,0430.00%
211INDIE SEMICONDUCTOR INCINDI22,610$92,0230.00%
212MP MATERIALS CORPMP1,336$89,6060.00%
213BIOGEN IDEC INCBIIB623$87,2700.00%
214AUTOZONE INCAZO19$81,5150.00%
215GOLAR LNG LIMITEDGLNG1,989$80,3750.00%
216DATADOG INCDDOG527$75,0450.00%
217SUPER MICRO COMPUTER INCSMCI1,451$69,5610.00%
218BAKER HUGHES COMPANYBKR1,342$65,3820.00%
219PALANTIR TECHNOLOGIES INCPLTR357$65,1240.00%