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Emerald Advisers, Llc

gestora de activos · cartera $4.25 mil M · 237 posiciones · informe a 30.06.2026

Posiciones en Acciones informe de 30.06.2026, presentado el 05.08.2026; cambio — frente a 31.03.2026 · 276

EmpresaAccionesValor% de la carteraCambio Trimestral
Travere Therapeutics Inc
US:TVTX
1 600 886$90.9 M2.14%+43 690
Cardinal Infrastructure Grou…
US:CDNL
847 969$79.9 M1.88%+269 369
Mercury Systems Inc
US:MRCY
638 682$78.1 M1.84%+43 368
AAR CORP
US:AIR
521 919$74.6 M1.76%+76 226
VSE Corporation
US:VSEC
323 152$73.8 M1.74%+8 363
Kulicke and Soffa Industries…
US:KLIC
551 535$73.8 M1.74%−17 461
Argan Inc
US:AGX
89 296$71.3 M1.68%−5 976
CECO Environmental Corp.
US:CECO
736 784$66.9 M1.57%+213 767
Corcept Therapeutics Incorpo…
US:CORT
748 325$65.1 M1.53%+542 767
LIVANOVA PLC
CUSIP G5509L101
787 101$64.7 M1.52%+116 894
SEMTECH CORP
US:SMTC
393 030$63.6 M1.50%−63 988
InterDigital Inc
US:IDCC
223 517$63.3 M1.49%+119 452
ESCO Technologies Inc
US:ESE
179 798$62.9 M1.48%+17 145
Axcelis Technologies Inc
US:ACLS
330 469$62.6 M1.47%+234 231
PDF Solutions Inc
US:PDFS
884 294$62.6 M1.47%+23 475
Plexus Corp
US:PLXS
207 712$62.5 M1.47%+41 180
COHU INC
US:COHU
843 627$62.4 M1.47%+63 528
Cogent Biosciences Inc
US:COGT
1 603 319$62.0 M1.46%+15 187
Allegiant Travel CO
US:ALGT
475 112$55.9 M1.32%+137 079
Legence Corp. Class A
US:LGN
653 788$55.7 M1.31%nueva
Mirum Pharmaceuticals Inc
US:MIRM
468 295$54.8 M1.29%+71 032
Guardant Health Inc
US:GH
364 022$54.6 M1.29%−477 895
Modine Manufacturing Company
US:MOD
202 754$54.1 M1.27%−175 364
Axos Financial Inc
US:AX
536 162$52.2 M1.23%+39 930
Solaris Energy Infrastructur…
US:SEI
640 616$51.5 M1.21%+45 929
nLIGHT Inc
US:LASR
736 848$51.3 M1.21%−9 826
Spyre Therapeutics Inc.
US:SYRE
567 430$50.4 M1.19%−45 935
UMB Financial Corporation
US:UMBF
345 687$49.4 M1.16%+78 249
Boot Barn Holdings Inc
US:BOOT
300 226$49.3 M1.16%+91 801
Rush Street Interactive, Inc…
US:RSI
1 639 592$48.8 M1.15%+66 092
Sensient Technologies Corpor…
US:SXT
394 927$48.7 M1.15%nueva
BillionToOne, Inc. Class A
US:BLLN
375 858$45.1 M1.06%+136 296
Agilysys Inc
US:AGYS
427 845$44.7 M1.05%+104 334
Astronics Corporation
US:ATRO
513 984$41.8 M0.98%+64 858
TTM TECHNOLOGIES INC
US:TTMI
221 627$41.4 M0.98%−528 790
Compass Inc
US:COMP
3 296 616$40.6 M0.96%+638 150
Freshpet Inc
US:FRPT
673 730$39.8 M0.94%+193 027
Life Time Group Holdings Inc
US:LTH
971 490$39.7 M0.93%+314 982
First Advantage Corp
US:FA
2 188 875$39.5 M0.93%+1 041 010
Terex Corporation
US:TEX
545 046$39.5 M0.93%nueva
Cytokinetics Inc
US:CYTK
457 956$39.0 M0.92%+259 145
IPG Photonics Corporation
US:IPGP
326 701$38.3 M0.90%+21 785
National Vision Holdings Inc
US:EYE
2 006 691$38.1 M0.90%+504 047
Diodes Incorporated
US:DIOD
345 473$37.8 M0.89%+164 420
Herc Holdings Inc
US:HRI
261 155$37.4 M0.88%nueva
Synaptics Incorporated
US:SYNA
298 552$37.1 M0.87%−31 364
MaxLinear Inc
US:MXL
280 350$35.9 M0.84%nueva
Veradermics, Incorporated
US:MANE
288 370$35.5 M0.83%+155 834
Varonis Systems
US:VRNS
841 193$35.3 M0.83%−27 828
Palvella Therapeutics, Inc
US:PVLA
229 486$35.1 M0.83%+67 986
Tetra Technologies Inc
US:TTI
3 093 379$35.0 M0.82%+431 852
American Superconductor Corp…
US:AMSC
843 956$35.0 M0.82%+86 552
Moelis & Co
US:MC
531 883$34.8 M0.82%−16 194
Kratos Defense & Security So…
US:KTOS
697 181$34.8 M0.82%−138 748
Ollie's Bargain Outlet Hldg
US:OLLI
444 778$34.2 M0.80%+97 653
RAMBUS INC
US:RMBS
252 693$33.5 M0.79%−240 543
Trevi Therapeutics Inc
US:TRVI
1 797 611$33.5 M0.79%−41 955
Onto Innovation Inc
US:ONTO
87 619$33.2 M0.78%−30 804
Imax Corp
US:IMAX
827 965$33.0 M0.78%−21 183
TransMedics Group Inc
US:TMDX
490 491$32.6 M0.77%+147 700
RXO Inc.
US:RXO
1 174 517$32.4 M0.76%+736 046
Palomar Holdings Inc
US:PLMR
248 267$31.4 M0.74%−50 092
Applied Opt
US:AAOI
211 574$31.3 M0.74%−222 308
BJs Restaurants Inc
US:BJRI
513 574$31.2 M0.73%−17 425
The Bancorp Inc
US:TBBK
478 025$29.9 M0.70%−13 315
Hinge Health, Inc.
US:HNGE
358 655$29.8 M0.70%+79 765
AeroVironment Inc
US:AVAV
176 383$29.1 M0.69%−3 491
COMMVAULT SYSTEMS INC
US:CVLT
198 459$28.1 M0.66%+1 318
Materion Corporation
US:MTRN
92 808$27.6 M0.65%nueva
D-Wave Quantum Inc.
US:QBTS
1 147 775$27.5 M0.65%+607 444
Arlo Technologies
US:ARLO
2 021 645$27.3 M0.64%+2 716
NEKTAR THERAPEUTICS
US:NKTR
390 158$27.2 M0.64%−4 446
Customers Bancorp, Inc.
US:CUBI
334 660$26.5 M0.62%−8 549
Axsome Therapeutics Inc
US:AXSM
104 237$25.5 M0.60%−3 373
Bob's Discount Furniture, In…
US:BOBS
1 607 068$25.4 M0.60%+262 018
Piper Sandler Companies
US:PIPR
350 159$25.3 M0.60%−10 419
IMPINJ INC
US:PI
176 780$25.3 M0.60%−4 835
NPK International Inc.
US:NPKI
1 573 597$25.0 M0.59%nueva
Happen, Inc.
US:HAPN
1 193 757$24.8 M0.58%+266 161
Evolv Technologies Holdings…
US:EVLV
4 227 336$24.5 M0.58%−105 719
Mirion Technologies Inc
US:MIR
1 364 780$24.5 M0.58%−16 794
Dianthus Therapeutics Inc.
US:DNTH
247 805$24.2 M0.57%nueva
ONESPAWORLD HOLDINGS LIMITED
CUSIP P73684113
852 158$24.1 M0.57%−32 720
RadNet Inc
US:RDNT
370 489$22.8 M0.54%−11 275
Power Integrations Inc
US:POWI
264 342$22.1 M0.52%+148 298
Skyward Specialty Insurance…
US:SKWD
373 762$21.8 M0.51%−254 146
Seacoast Banking Corporation…
US:SBCF
653 964$21.7 M0.51%+149 601
Ambiq Micro, Inc.
US:AMBQ
243 664$21.5 M0.51%nueva
Hims Hers Health Inc
US:HIMS
608 509$21.1 M0.50%nueva
Arhaus Inc
US:ARHS
2 375 058$20.0 M0.47%+538 334
First Watch Restaurant Group…
US:FWRG
1 526 759$19.7 M0.46%+579 649
Savara Inc
US:SVRA
3 148 439$19.4 M0.46%−222 846
Excelerate Energy Inc
US:EE
485 260$18.4 M0.43%+169 595
Alphatec Holdings, Inc.
US:ATEC
2 104 451$18.2 M0.43%+297 144
Alamar Biosciences, Inc.
US:ALMR
647 183$17.5 M0.41%nueva
Coastal Financial Corp
US:CCB
216 333$16.8 M0.39%−4 849
Visteon Corp
US:VC
162 419$16.1 M0.38%+51 917
EverQuote Inc Class A
US:EVER
651 922$15.5 M0.37%−39 344
Q2 Holdings
US:QTWO
318 823$15.3 M0.36%−1 757
LIGHTPATH TECHNOLOGIES INC
US:LPTH
937 258$15.3 M0.36%nueva
Lendingtree Inc
US:TREE
334 702$14.8 M0.35%−4 967
WesBanco, Inc.
US:WSBC
379 586$14.8 M0.35%+378 721
Aveanna Healthcare Holdings…
US:AVAH
1 642 406$14.1 M0.33%−48 051
Trinity Capital Inc.
US:TRIN
744 877$13.3 M0.31%−21 313
WhiteHawk Minerals Corp.
US:WHK
417 311$11.6 M0.27%nueva
NVIDIA Corporation
US:NVDA
57 148$11.4 M0.27%+5 227
AEVEX Corp.
US:AVEX
538 568$11.3 M0.26%nueva
Corvus Pharmaceuticals Inc
US:CRVS
685 683$10.2 M0.24%−533
Dave Inc
US:DAVE
26 993$10.1 M0.24%nueva
Viridian Therapeutics Inc
US:VRDN
537 328$9.87 M0.23%nueva
Definium Therapeutics, Inc.
US:DFTX
178 751$8.41 M0.20%nueva
AMBARELLA INC
CUSIP G037AX101
96 501$8.28 M0.19%nueva
Flowco Holdings Inc.
US:FLOC
382 062$8.15 M0.19%−4 873
Astronics Corporation
US:ATROB
103 535$7.87 M0.19%nueva
WAVE LIFE SCIENCES LTD
CUSIP Y95308105
1 223 965$7.11 M0.17%−37 218
Metallus, Inc
US:MTUS
366 351$6.85 M0.16%−9 783
HawkEye 360, Inc.
US:HAWK
324 464$6.56 M0.15%nueva
Alphabet Inc.
US:GOOGL
17 642$6.30 M0.15%+1 622
Black Rock Coffee Bar, Inc.…
US:BRCB
742 337$6.15 M0.14%−7 289
Apple Inc.
US:AAPL
20 310$5.88 M0.14%+691
CREDO TECHNOLOGY GROUP HOLDI…
CUSIP G25457105
19 362$5.27 M0.12%−479 212
Microsoft Corporation
US:MSFT
12 893$4.81 M0.11%−355
Heartflow, Inc.
US:HTFL
154 196$4.52 M0.11%−67 106
Broadcom Inc.
US:AVGO
11 077$4.18 M0.10%+239
ERock, Inc.
US:EROC
280 734$4.07 M0.10%nueva
MasTec Inc
US:MTZ
7 983$3.32 M0.08%−544
Datadog, Inc.
US:DDOG
12 496$3.25 M0.08%+2 345
Allegheny Technologies Incor…
US:ATI
15 917$3.14 M0.07%−165 568
Take-Two Interactive Softwar…
US:TTWO
12 213$3.05 M0.07%+1 608
Amazon.com, Inc.
US:AMZN
12 335$2.94 M0.07%−5 275
Lumentum Holdings Inc.
US:LITE
3 012$2.58 M0.06%+1
Meta Platforms, Inc.
US:META
4 481$2.52 M0.06%+27
Bloom Energy Corp
US:BE
7 816$2.37 M0.06%−533 971
FTAI AVIATION LTD
CUSIP G3730V105
7 139$1.93 M0.05%+78
Alphabet Inc.
US:GOOG
5 240$1.85 M0.04%nueva
Slide Insurance Holdings, In…
US:SLDE
85 885$1.66 M0.04%—
Insmed Inc
US:INSM
15 252$1.63 M0.04%+3 262
Eli Lilly and Company
US:LLY
1 339$1.61 M0.04%−17
BWX Technologies Inc
US:BWXT
7 677$1.49 M0.04%+1 010
Targa Resources Inc
US:TRGP
5 173$1.39 M0.03%—
Axon Enterprise Inc.
US:AXON
2 310$1.30 M0.03%+831
Biogen Inc
US:BIIB
5 990$1.29 M0.03%−37
XPO Logistics Inc
US:XPO
6 298$1.29 M0.03%−27
First Carolina Financial Ser…
US:FCBM
94 236$1.25 M0.03%nueva
Snowflake Inc.
US:SNOW
4 855$1.24 M0.03%+4 650
The TJX Companies Inc
US:TJX
7 505$1.14 M0.03%−97
Mid Penn Bancorp
US:MPB
32 275$1.12 M0.03%—
Palo Alto Networks Inc
US:PANW
3 183$1.09 M0.03%−43
Fair Isaac Corporation
US:FICO
873$1.04 M0.02%+177
Cloudflare Inc
US:NET
4 196$1.03 M0.02%—
Burlington Stores Inc
US:BURL
3 230$1.02 M0.02%+986
MP Materials Corp
US:MP
17 883$1.00 M0.02%−163
Heico Corporation
US:HEI
2 787$993 mil0.02%—
MongoDB
US:MDB
2 911$978 mil0.02%−612
Everpure, Inc.
US:P
12 409$978 mil0.02%+2 615
GBank Financial Holdings Inc…
US:GBFH
29 227$886 mil0.02%—
TEVA PHARMACEUTICAL INDUSTRI…
CUSIP 881624209
24 548$832 mil0.02%−9 741
Teradyne Inc
US:TER
1 669$808 mil0.02%nueva
UNITED THERAPEUTICS Corp
US:UTHR
1 469$796 mil0.02%+400
CAVA Group, Inc.
US:CAVA
9 774$767 mil0.02%+1 881
indie Semiconductor Inc
US:INDI
170 762$767 mil0.02%+3 682
Teledyne Technologies Incorp…
US:TDY
1 121$748 mil0.02%—
Visa Inc. Class A
US:V
2 095$719 mil0.02%−28
Monolithic Power Systems Inc
US:MPWR
514$711 mil0.02%−760
Netflix Inc
US:NFLX
9 744$696 mil0.02%+24
COSTCO WHOLESALE CORP /NEW
US:COST
721$674 mil0.02%−10
Robinhood Markets, Inc.
US:HOOD
6 647$667 mil0.02%−3 176
Once Upon a Farm, PBC
US:OFRM
32 401$664 mil0.02%−313 688
Vistra Corp.
US:VST
4 132$655 mil0.02%—
Dutch Bros Inc
US:BROS
9 033$649 mil0.02%—
FIVE BELOW, INC
US:FIVE
3 518$633 mil0.01%−79 833
Hyatt Hotels Corporation
US:H
3 189$618 mil0.01%—
L3Harris Technologies Inc
US:LHX
2 042$593 mil0.01%—
ServiceNow Inc
US:NOW
5 965$592 mil0.01%−69
Pinnacle Financial Partners,…
US:PNFP
5 870$592 mil0.01%+1 373
Bowman Consulting Group Ltd.
US:BWMN
20 198$590 mil0.01%+6 574
ROYAL CARIBBEAN CRUISES LTD
CUSIP V7780T103
1 857$590 mil0.01%—
Karman Holdings Inc.
US:KRMN
11 322$565 mil0.01%nueva
VIKING HOLDINGS LTD
CUSIP G93A5A101
5 268$551 mil0.01%nueva
Cheniere Energy Inc
US:LNG
2 283$546 mil0.01%−5 026
Caris Life Sciences, Inc.
US:CAI
30 443$542 mil0.01%+20 021
Latham Group Inc
US:SWIM
83 582$541 mil0.01%−923 213
GENIUS SPORTS LIMITED
CUSIP G3934V109
86 250$523 mil0.01%−1 167
TECHNIPFMC PLC
CUSIP G87110105
7 842$520 mil0.01%—
Generac Holdings Inc
US:GNRC
1 770$518 mil0.01%—
MACOM Technology Solutions H…
US:MTSI
1 330$506 mil0.01%nueva
DoorDash, Inc. Class A
US:DASH
2 708$500 mil0.01%−2 127
Cencora, Inc.
US:COR
1 748$495 mil0.01%—
FABRINET
CUSIP G3323L100
855$481 mil0.01%−106 638
LPL Financial Holdings Inc
US:LPLA
1 672$471 mil0.01%—
Delta Air Lines Inc
US:DAL
4 857$455 mil0.01%—
Perella Weinberg Partners
US:PWP
27 567$440 mil0.01%−992 302
Darling Ingredients Inc
US:DAR
8 018$438 mil0.01%+3 821
Pixelworks Inc
US:PXLW
63 768$398 mil0.01%−927
Sterling Infrastructure, Inc…
US:STRL
452$379 mil0.01%−79 384
Carpenter Technology Corpora…
US:CRS
607$374 mil0.01%−61 493
AutoZone Inc
US:AZO
117$374 mil0.01%—
Deckers Outdoor Corporation
US:DECK
3 641$362 mil0.01%—
Twilio Inc
US:TWLO
1 737$358 mil0.01%—
Integer Holdings Corp
US:ITGR
3 509$328 mil0.01%−1 136
Oracle Corporation
US:ORCL
1 960$287 mil0.01%−27
EQT Corporation
US:EQT
5 327$283 mil0.01%—
Verisk Analytics Inc
US:VRSK
1 559$280 mil0.01%−737
Alnylam Pharmaceuticals Inc
US:ALNY
920$277 mil0.01%−702
FLUTTER ENTERTAINMENT
CUSIP G3643J108
2 704$276 mil0.01%+1 083
Lumexa Imaging Holdings, Inc…
US:LMRI
24 441$276 mil0.01%−899 285
Matador Resources Company
US:MTDR
5 213$260 mil0.01%—
Coinbase Global Inc
US:COIN
1 703$249 mil0.01%—
Expedia Group Inc.
US:EXPE
960$246 mil0.01%—
Roblox Corp
US:RBLX
4 406$240 mil0.01%−3 197
Apollo Global Management LLC…
US:APO
1 898$225 mil0.01%—
HubSpot Inc
US:HUBS
1 153$210 mil0.00%—
BIOHAVEN LTD
CUSIP G1110E107
11 088$165 mil0.00%—
F.N.B. Corp
US:FNB
7 699$147 mil0.00%—
Figure Technology Solutions,…
US:FIGR
3 920$120 mil0.00%−185
ANI Pharmaceuticals Inc
US:ANIP
1 256$104 mil0.00%—
Ryman Hospitality Properties…
US:RHP
803$103 mil0.00%+3
Fulton Financial Corporation
US:FULT
4 203$102 mil0.00%+5
CNB Financial Corporation
US:CCNE
2 779$93.7 mil0.00%—
Micron Technology Inc
US:MU
77$88.9 mil0.00%nueva
First Commonwealth Financial
US:FCF
4 044$82.2 mil0.00%—
Invivyd Inc.
US:IVVD
89 938$78.5 mil0.00%—
Ategrity Specialty Insurance…
US:ASIC
3 072$73.9 mil0.00%—
Popular Inc
US:BPOP
425$69.8 mil0.00%—
Kite Realty Group Trust
US:KRG
2 073$58.8 mil0.00%—
Citizens & Northern Corp
US:CZNC
2 300$53.6 mil0.00%—
Louisiana-Pacific Corporatio…
US:LPX
605$47.6 mil0.00%—
HOULIHAN LOKEY, INC.
US:HLI
345$46.3 mil0.00%—
First Financial Bankshares I…
US:FFIN
1 157$40.0 mil0.00%—
Collegium Pharmaceutical Inc
US:COLL
1 049$38.0 mil0.00%−401 703
Madrigal Pharmaceuticals Inc
US:MDGL
70$37.6 mil0.00%−37 584
Cactus Inc
US:WHD
700$35.9 mil0.00%—
Enterprise Financial Service…
US:EFSC
530$34.9 mil0.00%—
Metropolitan Bank Holding
US:MCB
299$29.5 mil0.00%—
Super Micro Computer Inc
US:SMCI
671$19.7 mil0.00%—
Forward Air Corporation
US:FWRD
585$7.90 mil0.00%—
Orthofix Medical Inc
US:OFIX
101$9230.00%—
Neptune Insurance Holdings I…
US:NP
0 (era 8 555)——vendida
Texas Roadhouse Inc
US:TXRH
0 (era 1 005)——vendida
Norwood Financial Corp
US:NWFL
0 (era 4 500)——vendida
Trade Desk Inc
US:TTD
0 (era 3 276)——vendida
Nutanix, Inc.
US:NTNX
0 (era 2 532)——vendida
Tractor Supply Company
US:TSCO
0 (era 6 558)——vendida
ACADIA PHARMACEUTICALS INC
US:ACAD
0 (era 28 637)——vendida
Ocular Therapeutix Inc
US:OCUL
0 (era 20 768)——vendida
Veeva Systems Inc Class A
US:VEEV
0 (era 2 233)——vendida
American Integrity Insurance…
US:AII
0 (era 39 127)——vendida
Palantir Technologies Inc.
US:PLTR
0 (era 2 893)——vendida
Vertiv Holdings Co
US:VRT
0 (era 7 216)——vendida
American Tower Corp
US:AMT
0 (era 118)——vendida
Planet Fitness Inc
US:PLNT
0 (era 4 655)——vendida
Zscaler, Inc.
US:ZS
0 (era 2 603)——vendida
Applovin Corp
US:APP
0 (era 1 139)——vendida
Quanta Services Inc
US:PWR
0 (era 426)——vendida
NORWEGIAN CRUISE LINE HOLDIN…
CUSIP G66721104
0 (era 38 940)——vendida
BridgeBio Pharma Inc
US:BBIO
0 (era 515 361)——vendida
Roku Inc
US:ROKU
0 (era 6 219)——vendida
NU HOLDINGS LTD
CUSIP G6683N103
0 (era 20 752)——vendida
Byrna Technologies Inc
US:BYRN
0 (era 432 626)——vendida
S&P Global Inc
US:SPGI
0 (era 764)——vendida
STERIS PUBLIC LIMITED COMPAN…
CUSIP G8473T100
0 (era 1 404)——vendida
CoStar Group Inc
US:CSGP
0 (era 4 808)——vendida
SPX Corp
US:SPXC
0 (era 147 250)——vendida
Enova International, Inc.
US:ENVA
0 (era 3 507)——vendida
Shift4 Payments Inc
US:FOUR
0 (era 24 044)——vendida
First Busey Corp
US:BUSE
0 (era 1 309)——vendida
Sitime Corporation
US:SITM
0 (era 65 762)——vendida
First Citizens BancShares, I…
US:FCNCA
0 (era 95)——vendida
SKYWATER TECHNOLOGY INC
CUSIP 83089J108
0 (era 286 767)——vendida
IONQ Inc
US:IONQ
0 (era 447 729)——vendida
SOLENO THERAPEUTICS INC
CUSIP 834203309
0 (era 274 138)——vendida
KALVISTA PHARMACEUTICALS INC
CUSIP 483497103
0 (era 1 264 023)——vendida
Tenable Holdings Inc
US:TENB
0 (era 16 950)——vendida
Kinsale Capital Group Inc
US:KNSL
0 (era 572)——vendida
MSCI Inc
US:MSCI
0 (era 404)——vendida
Tesla, Inc.
US:TSLA
0 (era 1 511)——vendida

En las empresas de nuestra base de datos 1

EmpresaParticipaciónAccionesFecha del Informe
Lendingtree Inc2.38%334 7022026-06-30
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