Vault-13

EMERALD ADVISERS, LLC

LEOLA, PA · CIK 1015083 · 13F filing filed 2022-10-25

SEC-registered investment adviser since 1991 · limited liability company

$1.9bn reported value
249positions
18.4%in top 10
—no comparable previous quarter

Holdings, Q3 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CHART INDS INC COM GTLS GTLS 267,354 $49.3m2.54% 2.54% —
2 PALOMAR HLDGS INC COM PLMR PLMR 499,488 $41.8m2.16% 2.16% —
3 SIMPLY GOOD FOODS CO COM SMPL SMPL 1,152,330 $36.9m1.90% 1.90% —
4 MACOM TECH SOLUTIONS HLDGS I COM MTSI MTSI 691,556 $35.8m1.85% 1.85% —
5 EVERI HLDGS INC COM EVRI EVRI 2,048,434 $33.2m1.71% 1.71% —
6 SUPER MICRO COMPUTER INC COM COM 599,963 $33.0m1.70% 1.70% —
7 CHURCHILL DOWNS INC COM CHDN CHDN 177,978 $32.8m1.69% 1.69% —
8 NV5 GLOBAL INC COM NVEE NVEE 259,255 $32.1m1.66% 1.66% —
9 PACIFIC PREMIER BANCORP COM PPBI PPBI 1,026,776 $31.8m1.64% 1.64% —
10 MERIT MED SYS INC COM MMSI MMSI 532,314 $30.1m1.55% 1.55% —
11 THE BALDWIN INSURANCE GRP IN COM CL A BWIN BWIN 1,136,554 $29.9m1.54% 1.54% —
12 TRINET GROUP INC COM TNET TNET 388,994 $27.7m1.43% 1.43% —
13 KARUNA THERAPEUTICS INC COM COM 119,828 $27.0m1.39% 1.39% —
14 CACTUS INC CL A WHD WHD 697,500 $26.8m1.38% 1.38% —
15 FRESHPET INC COM FRPT FRPT 527,670 $26.4m1.36% 1.36% —
16 PERFICIENT INC COM PRFT PRFT 404,979 $26.3m1.36% 1.36% —
17 PACIRA BIOSCIENCES INC COM PCRX PCRX 494,296 $26.3m1.36% 1.36% —
18 LANTHEUS HLDGS INC COM LNTH LNTH 372,708 $26.2m1.35% 1.35% —
19 NATIONAL VISION HLDGS INC COM EYE EYE 785,394 $25.6m1.32% 1.32% —
20 VARONIS SYS INC COM VRNS VRNS 966,312 $25.6m1.32% 1.32% —
21 MODEL N INC COM MODN MODN 722,762 $24.7m1.28% 1.28% —
22 TREACE MED CONCEPTS INC COM TMCI TMCI 1,120,765 $24.7m1.28% 1.28% —
23 SHIFT4 PMTS INC CL A FOUR FOUR 550,645 $24.6m1.27% 1.27% —
24 PLANET FITNESS INC CL A PLNT PLNT 415,681 $24.0m1.24% 1.24% —
25 HAEMONETICS CORP MASS COM HAE HAE 321,271 $23.8m1.23% 1.23% —
26 EXPONENT INC COM EXPO EXPO 267,270 $23.4m1.21% 1.21% —
27 MOELIS & CO CL A MC MC 668,614 $22.6m1.17% 1.17% —
28 CUTERA INC COM CUTR CUTR 477,833 $21.8m1.12% 1.12% —
29 ACADIA PHARMACEUTICALS INC COM ACAD ACAD 1,329,626 $21.8m1.12% 1.12% —
30 JACK IN THE BOX INC COM JACK JACK 287,087 $21.3m1.10% 1.10% —
31 BLUEPRINT MEDICINES CORP COM BPMC BPMC 318,574 $21.0m1.08% 1.08% —
32 RAPID7 INC COM RPD RPD 486,797 $20.9m1.08% 1.08% —
33 TRANSMEDICS GROUP INC COM TMDX TMDX 494,926 $20.7m1.07% 1.07% —
34 REPLIMUNE GROUP INC COM REPL REPL 1,136,586 $19.6m1.01% 1.01% —
35 UNITED THERAPEUTICS CORP DEL COM UTHR UTHR 93,253 $19.5m1.01% 1.01% —
36 KRATOS DEFENSE & SEC SOLUTIO COM NEW KTOS KTOS 1,919,534 $19.5m1.01% 1.01% —
37 CARPENTER TECHNOLOGY CORP COM CRS CRS 625,868 $19.5m1.01% 1.01% —
38 CELSIUS HLDGS INC COM NEW CELH CELH 212,477 $19.3m0.99% 0.99% —
39 FORWARD AIR CORP COM FWRD FWRD 210,798 $19.0m0.98% 0.98% —
40 NORTHERN OIL & GAS INC COM NOG NOG 691,302 $18.9m0.98% 0.98% —
41 MATADOR RES CO COM MTDR MTDR 380,877 $18.6m0.96% 0.96% —
42 INTEGER HLDGS CORP COM ITGR ITGR 298,641 $18.6m0.96% 0.96% —
43 NEOGENOMICS INC COM NEW NEO NEO 2,139,579 $18.4m0.95% 0.95% —
44 DOCGO INC COM DCGO DCGO 1,854,392 $18.4m0.95% 0.95% —
45 ADAPTHEALTH CORP COMMON STOCK AHCO AHCO 964,246 $18.1m0.93% 0.93% —
46 PROFRAC HLDG CORP CLASS A COM ACDC ACDC 1,181,931 $18.0m0.93% 0.93% —
47 IVERIC BIO INC COM OPHT OPHT 962,907 $17.3m0.89% 0.89% —
48 AMYLYX PHARMACEUTICALS INC COM AMLX AMLX 601,226 $16.9m0.87% 0.87% —
49 ATRICURE INC COM ATRC ATRC 428,631 $16.8m0.86% 0.86% —
50 CYTOKINETICS INC COM NEW CYTK CYTK 340,610 $16.5m0.85% 0.85% —
51 EXCELERATE ENERGY INC CL A COM EE EE 693,905 $16.2m0.84% 0.84% —
52 MONTROSE ENVIRONMENTAL GROUP COM ONT ONT 476,549 $16.0m0.83% 0.83% —
53 CUSTOMERS BANCORP INC COM CUBI CUBI 536,165 $15.8m0.82% 0.82% —
54 PETCO HEALTH & WELLNESS CO I COM WOOF WOOF 1,371,638 $15.3m0.79% 0.79% —
55 PRIVIA HEALTH GROUP INC COM PRVA PRVA 446,454 $15.2m0.78% 0.78% —
56 ANI PHARMACEUTICALS INC COM ANIP ANIP 456,748 $14.7m0.76% 0.76% —
57 PORTILLOS INC COM CL A PTLO PTLO 741,124 $14.6m0.75% 0.75% —
58 ULTRAGENYX PHARMACEUTICAL IN COM RARE RARE 347,081 $14.4m0.74% 0.74% —
59 TANDEM DIABETES CARE INC COM NEW TNDM TNDM 298,210 $14.3m0.74% 0.74% —
60 ARVINAS INC COM ARVN ARVN 319,737 $14.2m0.73% 0.73% —
61 FIRST ADVANTAGE CORP NEW COM FA FA 1,080,900 $13.9m0.72% 0.72% —
62 HOULIHAN LOKEY INC CL A HLI HLI 183,700 $13.8m0.71% 0.71% —
63 VIAVI SOLUTIONS INC COM VIAV VIAV 1,057,876 $13.8m0.71% 0.71% —
64 HERC HLDGS INC COM HRI HRI 131,850 $13.7m0.71% 0.71% —
65 REATA PHARMACEUTICALS INC CL A RETA RETA 538,252 $13.5m0.70% 0.70% —
66 VISTEON CORP COM NEW VC VC 125,087 $13.3m0.68% 0.68% —
67 COLLEGIUM PHARMACEUTICAL INC COM COLL COLL 817,149 $13.1m0.68% 0.68% —
68 COGENT COMMUNICATIONS HLDGS COM NEW CCOI CCOI 250,669 $13.1m0.67% 0.67% —
69 HIRERIGHT HOLDINGS CORPORATI COM COM 844,583 $12.9m0.66% 0.66% —
70 BJS RESTAURANTS INC COM BJRI BJRI 540,176 $12.9m0.66% 0.66% —
71 ARIS WATER SOLUTIONS INC CLASS A COM ARIS ARIS 1,008,154 $12.9m0.66% 0.66% —
72 IMAGO BIOSCIENCES INC COM COM 853,637 $12.8m0.66% 0.66% —
73 AMERESCO INC CL A AMRC AMRC 189,959 $12.6m0.65% 0.65% —
74 TETRA TECHNOLOGIES INC DEL COM TTI TTI 3,388,720 $12.2m0.63% 0.63% —
75 MANNKIND CORP COM NEW MNKD MNKD 3,765,284 $11.6m0.60% 0.60% —
76 FIVE BELOW INC COM FIVE FIVE 78,200 $10.8m0.56% 0.56% —
77 SILVERGATE CAP CORP CL A SICP SICP 141,166 $10.6m0.55% 0.55% —
78 SUPERNUS PHARMACEUTICALS INC COM SUPN SUPN 313,477 $10.6m0.55% 0.55% —
79 TETRA TECH INC NEW COM TTEK TTEK 81,865 $10.5m0.54% 0.54% —
80 RYMAN HOSPITALITY PPTYS INC COM RHP RHP 139,039 $10.2m0.53% 0.53% —
81 CHUYS HLDGS INC COM CHUY CHUY 431,900 $10.0m0.52% 0.52% —
82 SUN CTRY AIRLS HLDGS INC COM SNCY SNCY 711,230 $9.7m0.50% 0.50% —
83 UNITED PARKS & RESORTS INC COM PRKS PRKS 210,096 $9.6m0.49% 0.49% —
84 PDF SOLUTIONS INC COM PDFS PDFS 386,225 $9.5m0.49% 0.49% —
85 BABCOCK & WILCOX ENTERPRISES COM BW BW 1,432,796 $9.1m0.47% 0.47% —
86 TRIUMPH FINANCIAL INC COM TFIN TFIN 165,406 $9.0m0.46% 0.46% —
87 YETI HLDGS INC COM YETI YETI 313,334 $8.9m0.46% 0.46% —
88 TRINITY CAP INC COM TRIN TRIN 630,233 $7.9m0.41% 0.41% —
89 JAMF HLDG CORP COM JAMF JAMF 349,004 $7.7m0.40% 0.40% —
90 COHERENT CORP COM COHR COHR 216,085 $7.5m0.39% 0.39% —
91 GOSSAMER BIO INC COM GOSS GOSS 620,370 $7.4m0.38% 0.38% —
92 ALTRA INDL MOTION CORP COM AIMC AIMC 219,518 $7.4m0.38% 0.38% —
93 UTZ BRANDS INC COM CL A UTZ UTZ 485,670 $7.3m0.38% 0.38% —
94 TENABLE HLDGS INC COM TENB TENB 207,156 $7.2m0.37% 0.37% —
95 CINEMARK HLDGS INC COM CNK CNK 569,849 $6.9m0.36% 0.36% —
96 TERRENO RLTY CORP COM TRNO TRNO 128,289 $6.8m0.35% 0.35% —
97 ALKERMES PLC SHS ALKS ALKS 301,294 $6.7m0.35% 0.35% —
98 AVIENT CORPORATION COM AVNT AVNT 220,031 $6.7m0.34% 0.34% —
99 ARHAUS INC COM CL A ARHS ARHS 930,721 $6.6m0.34% 0.34% —
100 LINDBLAD EXPEDITIONS HLDGS I COM LIND LIND 934,400 $6.3m0.33% 0.33% —