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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 Q4 2025 · Filed February 9, 2026 · Accession 0001104659-26-011928

Total Value
$3.25B
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1GUARDANT HEALTH INCGH861,824$88.0M2.71%
2CREDO TECHNOLOGY GROUP HOLDINGSCRDO496,139$71.4M2.20%
3KRATOS DEFENSE AND SECURITY50077B207875,063$66.4M2.05%
4TTM TECHNOLOGIES INCTTMI915,128$63.1M1.95%
5TRAVERE THERAPEUTICS INCTVTX1,594,184$60.9M1.88%
6RAMBUS INCRMBS626,985$57.6M1.78%
7COGENT BIOSCIENCES INCCOGT1,583,346$56.2M1.73%
8LUMENTUM HOLDINGS INCLITE147,925$54.5M1.68%
9MODINE MANUFACTURING CO607828100389,935$52.1M1.60%
10AEROVIRONMENT INCAVAV211,531$51.2M1.58%
11FABRINETFN109,289$49.8M1.53%
12BLOOM ENERGY COBE559,063$48.6M1.50%
13VSE CORPORATIONVSECU279,543$48.3M1.49%
14AXOS FINANCIAL INCAX521,379$44.9M1.38%
15LIVANOVA PLCLIVN700,948$43.1M1.33%
16TRANSMEDICS GROUP INCTMDX351,349$42.7M1.32%
17MOELIS & COMC615,594$42.3M1.30%
18WAVE LIFE SCIENCES LTDWVE2,455,089$41.7M1.29%
19BRIDGEBIO PHARMA INCBBIO535,764$41.0M1.26%
20PALOMAR HOLDINGS INCPLMR301,964$40.7M1.25%
21NATIONAL VISION HOLDINGSEYE1,564,955$40.4M1.24%
22THE BANCORP INCTBBK594,683$40.2M1.24%
23AGILYSYS INCAGYS328,431$39.0M1.20%
24MERCURY SYSTEMS INCMRCY531,115$38.8M1.19%
25VITAL FARMS INCVITL1,162,022$37.1M1.14%
26ATI IncATI307,552$35.3M1.09%
27AAR CORPORATIONAIR419,470$34.7M1.07%
28SEMTECH CORPSMTC470,751$34.7M1.07%
29ALPHATEC HOLDINGS INCATEC1,637,729$34.5M1.06%
30SKYWARD SPECIALTY INSURANCE830940102657,668$33.6M1.04%
31OLLIE'S BARGAIN OUTLET HOLDINGS681116109298,582$32.7M1.01%
32ESCO TECHNOLOGIES INCESE166,679$32.6M1.00%
33BOOT BARN HOLDINGS INCBOOT181,688$32.1M0.99%
34UMB FINANCIAL CORP902788108275,296$31.7M0.98%
35IMAX CORPIMAX853,822$31.6M0.97%
36RUSH STREET INTERACTIVE INCRSI1,606,049$31.2M0.96%
37SITIME CORPORATIONSITM88,332$31.2M0.96%
38ARGAN INCAGX98,072$30.7M0.95%
39SPX TECHNOLOGIES INCSPXC152,787$30.6M0.94%
40Q2 HOLDINGS INCQTWO421,670$30.4M0.94%
41EVOLV TECHNOLOGIESEVLVW4,171,243$29.9M0.92%
42ALLEGIANT TRAVEL COALGT349,945$29.8M0.92%
43VARONIS SYSTEMS INCVRNS907,764$29.8M0.92%
44NLIGHT INCLASR781,877$29.3M0.90%
45COLLEGIUM PHARMACEUTICAL INCCOLL629,344$29.1M0.90%
46CARPENTER TECHNOLOGY CORPCRS92,448$29.1M0.90%
47MIRUM PHARMACEUTICALS INCMIRM367,134$29.0M0.89%
48ARLO TECHNOLOGIESARLO2,059,864$28.8M0.89%
49SOLARIS ENERGY INFRASTRUCTURE INCSEI626,692$28.8M0.89%
50RADNET INCRDNT394,715$28.2M0.87%
51PIPER SANDLER COPIPR82,407$28.0M0.86%
52IMPINJ INCPI158,802$27.6M0.85%
53CECO ENVIRONMENTAL CORPCECO458,525$27.4M0.85%
54PDF SOLUTIONS INCPDFS943,372$26.9M0.83%
55TETRA TECHNOLOGIES88162F1052,855,302$26.8M0.82%
56MIRION TECHNOLOGIES INCMIR1,137,146$26.6M0.82%
57FRESHPET INCFRPT417,400$25.4M0.78%
58STERLING INFRASTRUCTURE INCSTRL82,025$25.1M0.77%
59SYNAPTICS INCSYNA339,113$25.1M0.77%
60KULICKE AND SOFFA INDUSTRIES501242101539,114$24.6M0.76%
61CUSTOMERS BANCORP INCCUBB330,310$24.2M0.74%
62SKYWATER TECHNOLOGY INCSKYT1,319,113$24.0M0.74%
63TREVI THERAPEUTICSTRVI1,892,276$23.7M0.73%
64APPLIED OPTOELECTRONICS INCAAOI670,577$23.4M0.72%
65MADRIGAL PHARMACEUTICALS INCMDGL38,913$22.7M0.70%
66AMERICAN SEMICONDUCTOR CORPAMSC757,568$21.8M0.67%
67BJ'S RESTAURANT INCBJRI551,622$21.7M0.67%
68ACADIA PHARMACEUTICALS INCACAD811,197$21.7M0.67%
69KALVISTA PHARMACEUTICALS INCKALV1,340,495$21.6M0.67%
70COMMVAULT SYSTEMS INCCVLT171,885$21.5M0.66%
71SAVARA INCSVRA3,495,496$21.1M0.65%
72SPYRE THERAPEUTICSSYRE636,109$20.8M0.64%
73ARHAUS INCARHS1,846,549$20.7M0.64%
74IONQ INCIONQ-WT452,674$20.3M0.63%
75MERIT MED SYS INC589889104226,514$20.0M0.62%
76AXSOME THERAPEUTICS INCAXSM108,082$19.7M0.61%
77EVERQUOTE INCEVER720,686$19.5M0.60%
78ONTO INNOVATION INCONTO122,613$19.4M0.60%
79LENDINGTREE INCTREE361,945$19.2M0.59%
80SOLENO THERAPEUTICS INCSLNO412,651$19.1M0.59%
81FIRST ADVANTAGE CORPFA1,309,933$19.0M0.59%
82ONESPAWORLD HOLDINGS LIMITEDOSW912,932$18.9M0.58%
83COMPASS INCCOMP1,739,511$18.4M0.57%
84LIFETIME GROUP HOLDINGS INCLTH682,945$18.2M0.56%
85INTERDIGITAL INC PA COMIDCC55,850$17.8M0.55%
86SHIFT4 PAYMENTS INC82452J109280,306$17.7M0.54%
87COASTAL FINANCIAL CORP19046P209152,755$17.5M0.54%
88LUMEXA IMAGING HOLDINGS INCLMRI932,889$17.3M0.53%
89PERELLA WEINBERG PARTNERSPWP988,706$17.1M0.53%
90NEKTAR THERAPEUTICSNKTR384,342$16.2M0.50%
91FIVE BELOWFIVE85,611$16.1M0.50%
92BILLIONTOONE INCBLLN188,949$15.5M0.48%
93FIRST WATCH RESTAURANT GROUPFWRG978,408$14.8M0.45%
94LENDINGCLUB CORPLC778,208$14.7M0.45%
95IPG PHOTONICS CORPIPGP204,050$14.6M0.45%
96AVEANNA HEALTHCARE HOLDINGSAVAH1,748,725$14.3M0.44%
97D-WAVE QUANTUM INCQBTS543,272$14.2M0.44%
98BLACK ROCK COFFEE BARBRCB612,493$13.6M0.42%
99ASTRONICS CORPATROB242,727$13.2M0.41%
100CARDINAL INFRASTRUCTURE GROUPCDNL513,355$12.4M0.38%
101TRINITY CAPITAL INCTRINZ809,810$11.9M0.37%
102VISTEON CORPVC116,770$11.1M0.34%
103NVIDIA CORPORATIONNVDA51,921$9.7M0.30%
104TENABLE HOLDING88025T102388,742$9.1M0.28%
105EXCELERATE ENERGY INCEE318,018$8.9M0.27%
106HIMS & HERS HEALTH INCHIMS267,325$8.7M0.27%
107CORCEPT THERAPEUTICS INCCORT232,739$8.1M0.25%
108HEARTFLOW INCHTFL221,582$6.5M0.20%
109LATHAM GROUP INCSWIM975,704$6.2M0.19%
110SEACOAST BANKING CORPORATION OF FLORIDASE191,651$6.0M0.19%
111MICROSOFT CORPMSFT12,417$6.0M0.19%
112APPLE INCAAPL19,619$5.3M0.16%
113ALPHABET INC CLA AGOOG16,020$5.0M0.15%
114ULTRAGENYX PHARMACEUTICAL INCRARE212,358$4.9M0.15%
115AMAZON.COM, INCAMZN17,810$4.1M0.13%
116BROADCOM LTDAVGO10,838$3.8M0.12%
117UTZ BRANDS INCUTZ360,650$3.7M0.12%
118ATEGRITY SPECIALTY HOLDINGS04681Y103167,047$3.5M0.11%
119NEPTUNE INSURANCE HOLDINGS64073B103113,217$3.3M0.10%
120META PLATFORMS INCMETA4,454$2.9M0.09%
121BYRNA TECHNOLOGIES INCBYRN162,809$2.7M0.08%
122TAKE TWO INTERACTIVE SOFTWARETTWO8,481$2.2M0.07%
123INSMED INCINSM11,990$2.1M0.06%
124MASTEC INCMTZ8,527$1.9M0.06%
125FTAI AVIATION LTDFTAIN9,099$1.8M0.06%
126CHENIERE ENERGY INCLNG8,508$1.7M0.05%
127MONGODB INCMDB3,523$1.5M0.05%
128SLIDE INSURANCE HOLDINGS INC83134910561,145$1.2M0.04%
129VERTIV HOLDINGSVRT7,216$1.2M0.04%
130TJX COS.8725401097,602$1.2M0.04%
131MONOLITHICPOWER SYSTEMS INC6098391051,274$1.2M0.04%
132BWX TECHNOLOGIES INCBWXT6,667$1.2M0.04%
133ROBINHOOD MARKETS INC7707001029,823$1.1M0.03%
134ELI LILLY & COLLY1,021$1.1M0.03%
135DOORDASH INCDASH4,835$1.1M0.03%
136TEVA PHARMACEUTICAL INDUSTRIES LIMITED88162420934,289$1.1M0.03%
137BIOGEN IDEC INCBIIB6,027$1.1M0.03%
138GENIUS SPORTS LIMITEDGENI87,417$963,3350.03%
139FAIR ISAAC CORPFICO569$961,9630.03%
140TARGA RESOURCES CORPTRGP5,173$954,4190.03%
141NETFLIX INCNFLX9,920$930,0990.03%
142DATADOG INCDDOG6,776$921,4680.03%
143MP MATERIALS CORPMP18,046$911,6840.03%
144NORWEGIAN CRUISE LINE HOLDINGS LTDNCLH38,940$869,1410.03%
145CLOUDFLARE INCNET4,196$827,2410.03%
146HEICO CORPORATIONHEI-A2,505$810,5930.02%
147APPLOVIN CORPAPP1,139$767,4810.02%
148VISA INC-CLASS AV2,123$744,5570.02%
149MID PENN BANCORP INCMPB22,419$695,4370.02%
150TESLA MOTORS, INCTSLA1,511$679,5270.02%
151ROKU INCROKU6,219$674,6990.02%
152CLEARWATER ANALYTICS HDSCWAN27,720$668,6060.02%
153VISTRA CORPVST4,132$666,6160.02%
154AXON ENTERPRISE INCAXON1,164$661,0710.02%
155AMERICAN INTEGRITY INSURANCE GROUP02694810931,621$658,6650.02%
156ALNYLAM PHARMACEUTICALS INCALNY1,622$644,9880.02%
157COSTCO WHOLESALE CORP22160K105731$630,3710.02%
158FIGURE TECHNOLOGY SOLUTIONSFGRS15,271$623,6680.02%
159ROBLOX CORPORATIONRBLX7,603$616,0710.02%
160L3 HARRIS TECHNOLOGIES INCLHX2,042$599,4700.02%
161LPL FINANCIAL HOLDINGS INC50212V1001,672$597,1880.02%
162PALO ALTO NETWORKS, INCPANW3,226$594,2290.02%
163CENCORA INCCOR1,748$590,3870.02%
164ZSCALER INCZS2,603$585,4670.02%
165TELEDYNE TECHNOLOGIES INCTDY1,121$572,5280.02%
166ASTERA LABS INCALAB3,162$526,0300.02%
167BURLINGTON STORES INCBURL1,821$525,9960.02%
168UNITED THERAPEUTICS CORP DELUTHR1,069$520,8700.02%
169ROYAL CARIBBEAN CRUISES LTDV7780T1031,857$517,9540.02%
170PALANTIR TECHNOLOGIES INCPLTR2,893$514,2310.02%
171HYATT HOTELS CORPORATIONH3,189$511,2600.02%
172PLANET FITNESS INCPLNT4,655$504,9280.02%
173VEEVA SYSTEMS INCVEEV2,233$498,4730.02%
174PURE STORAGE74624M1027,417$497,0130.02%
175XPO LOGISTICSXPO3,565$484,5190.01%
176TECHNIPFMC PLCFTI10,632$473,7620.01%
177SERVICENOW INCNOW3,070$470,2930.01%
178HUBSPOT INCHUBS1,153$462,6990.01%
179BOWMAN CONSULTING GROUP LTDBWMN13,624$449,8640.01%
180APOLLO GLOBAL MANAGEMENT LLC03769M1063,020$437,1750.01%
181PROFICIENT AUTO LOGISTICS INCPAL45,025$434,0410.01%
182EXACT SCIENCES CORP30063P1054,224$428,9890.01%
183ORACLE SYS CORPORCL-PD2,159$420,8110.01%
184WESTERN ALLIANCE BANCORPWAL-PA4,921$413,7080.01%
185PIXELWORKS INCPXLW64,695$411,4600.01%
186S&P GLOBAL INCSPGI764$399,2590.01%
187AUTOZONE INCAZO117$396,8060.01%
188ZEVIA PBCZVIA166,403$386,0550.01%
189COINBASE GLOBAL INCCOIN1,703$385,1160.01%
190DECKERS OUTDOOR CORPORATIONDECK3,641$377,4620.01%
191INTEGER HOLDINGS CORPITGR4,645$364,3070.01%
192INDIE SEMICONDUCTOR INCINDI101,109$356,9150.01%
193STERIS PUBLIC LIMITED COMPANYSTE1,404$355,9420.01%
194PINTEREST INCPINS13,709$354,9260.01%
195DUTCH BROS INCBROS5,727$350,6070.01%
196FLUTTER ENTERTAINMENTG3643J1081,621$348,5800.01%
197NU HOLDINGS LTDNU20,752$347,3880.01%
198ENOVA INTERNATI29357K1032,149$337,8230.01%
199DELTA AIR LINES INCDAL4,857$337,0760.01%
200CAVA GROUP INCCAVA5,632$330,5420.01%
201TRACTOR SUPPLY COMPANYTSCO6,558$327,9660.01%
202COSTAR GROUP INCCSGP4,808$323,2900.01%
203GBANK FINANCIAL HOLDINGS INC36166F1009,042$306,4330.01%
204EQT CORPEQT5,327$285,5270.01%
205EXPEDIA GROUP INCEXPE960$271,9780.01%
206DIAMONDBACK ENERGY INCFANG1,718$258,2670.01%
207OCULAR THERAPEUTIX INCOCUL20,768$252,1240.01%
208TWILIO INCTWLO1,737$247,0710.01%
209GENERAC HOLDINGS INCGNRC1,770$241,3750.01%
210SUPER MICRO COMPUTER INCSMCI8,098$237,0280.01%
211MSCI INCMSCI404$231,7870.01%
212VERISK ANALYTICS INCVRSK1,030$230,4010.01%
213KINSALE CAPITAL GROUP INC49714P108572$223,7210.01%
214INVIVYD INCIVVD89,938$222,1470.01%
215MATADOR RESOURCES COMTDR5,213$221,2400.01%
216FIRST CITIZENS BANCSHARES INC CL A31946M10395$203,8870.01%
217QUANTA SVCS INC74762E102426$179,7980.01%
218TEXAS ROADHOUSE INC CL ATXRH1,005$166,8300.01%
219F N B CORP PA3025201017,699$131,6530.00%
220NUTANIX INCNTNX2,532$130,8790.00%
221NORWOOD FINANCIAL CORPNWFL4,500$126,2250.00%
222BIOHAVEN LTDBHVN11,088$125,1840.00%
223THE TRADE DESK88339J1053,276$124,3570.00%
224ANI PHARMACEUTICALS INCANIP1,256$99,1490.00%
225AMGEN INCAMGN266$87,1350.00%
226FULTON FINL CORP PA3602711004,192$81,0360.00%
227RYMAN HOSPITALITY PROPERTIES78377T107798$75,5010.00%
228CNB FINL CORP PA1261281072,779$72,7260.00%
229FIRST COMMONWEALTH FINANCIAL CORPORATION3198291074,044$68,1820.00%
230HOULIHAN LOKEYHLI345$60,0960.00%
231FIRST BUSEY CORPBUSEP2,509$59,6890.00%
232POPULAR INCBPOPM425$52,9210.00%
233KITE REALTY GROUP INC49803T3002,073$49,6900.00%
234LOUISIANA-PACIFIC CORPORATIONLPX605$48,8600.00%
235CITIZENS & NORTHERN CORPCIA2,300$46,3910.00%
236PINNACLE FINL PARTNERS INC72346Q104407$38,8320.00%
237FIRST FINL BANCSHARES INC32020R1091,157$34,5600.00%
238CACTUS INCWHD700$31,9760.00%
239WESBANCO INCWSBCO865$28,7530.00%
240ENTERPRISE FINL SVCS CORP293712105530$28,6200.00%
241SNOWFLAKE INC CLASS ASNOW105$23,0330.00%
242AMERICAN TOWER CORP03027X100118$20,7170.00%
243FORWARD AIR CORP COMFWRD585$14,6250.00%
244COGENT COMMUNICATIONS HOLDINGSCCOI371$7,9990.00%
245ORTHOFIX MEDICAL INCOFIX101$1,5310.00%
246RXO INCRXO101$1,2770.00%