EA
Emerald Advisers Portfolio holdings
AUM
$3.12B
1-Year Est. Return
79.03%
1 Year Est. Return
+79.03%
AUM
$2.73B
AUM Growth
+$507M
(+23%)
Holding
273
Top Buys
| 1 | +$24.6M | |
| 2 | +$17.1M | |
| 3 | +$16.9M | |
| 4 |
Mirum Pharmaceuticals
MIRM
|
+$15.6M |
| 5 |
Corcept Therapeutics
CORT
|
+$13.2M |
Top Sells
| 1 | +$58.4M | |
| 2 | +$53.7M | |
| 3 | +$35.5M | |
| 4 |
Credo Technology Group
CRDO
|
+$29.4M |
| 5 |
Carpenter Technology
CRS
|
+$27.5M |
Sector Composition
| 1 | Technology | 29.35% |
| 2 | Healthcare | 21.4% |
| 3 | Industrials | 18.56% |
| 4 | Financials | 13.16% |
| 5 | Consumer Discretionary | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SiTime
SITM
$8.5B
| $31.9M | 1.17% |
149,724
+34,291
|
|
||
27
Modine Manufacturing
MOD
$8.23B
| $31.8M | 1.16% |
322,557
+61,264
|
|
||
28
Travere Therapeutics
TVTX
$2.89B
| $31M | 1.13% |
2,091,360
+14,187
|
|
||
29
VSE Corp
VSEC
$4.13B
| $29.7M | 1.09% |
226,784
+62,849
|
|
||
30
Arlo Technologies
ARLO
$1.55B
| $29.7M | 1.09% |
1,749,984
+70,195
|
|
||
31
Moelis & Co
MC
$4.73B
| $28.5M | 1.05% |
458,006
+31,540
|
|
||
32
Shift4
FOUR
$4.54B
| $28M | 1.03% |
283,004
+17,582
|
|
||
33
ATI
ATI
$13.3B
| $27.5M | 1.01% |
318,863
-268,387
|
|
||
|
34
Carpenter Technology
CRS
$16.3B
| $27.3M | 1% |
98,769
-99,627
|
|
||
35
Merit Medical Systems
MMSI
$5.19B
| $27.3M | 1% |
291,790
+11,113
|
|
||
36
BJ's Restaurants
BJRI
$739M
| $26.5M | 0.97% |
593,478
+15,151
|
|
||
37
MACOM Technology Solutions
MTSI
$12.7B
| $26.2M | 0.96% |
182,648
+7,994
|
|
||
38
Collegium Pharmaceutical
COLL
$1.33B
| $24.8M | 0.91% |
837,549
+11,074
|
|
||
39
Boot Barn
BOOT
$5.69B
| $24.7M | 0.91% |
162,609
+30,852
|
|
||
40
Mercury Systems
MRCY
$4.45B
| $24.6M | 0.9% |
+456,713
|
|
||
41
LivaNova
LIVN
$2.75B
| $24.3M | 0.89% |
538,999
-207,514
|
|
||
42
First Advantage
FA
$2.32B
| $23.8M | 0.87% |
1,431,731
+296,663
|
|
||
43
Clearwater Analytics
CWAN
$4.74B
| $23.5M | 0.86% |
1,072,307
+574,342
|
|
||
44
AAR Corp
AIR
$3.26B
| $23.2M | 0.85% |
337,005
-173,809
|
|
||
45
SPX Corp
SPXC
$11.1B
| $22.7M | 0.83% |
135,104
+4,938
|
|
||
46
UMB Financial
UMBF
$8.28B
| $22.4M | 0.82% |
213,081
+87,613
|
|
||
47
Life Time Group Holdings
LTH
$5.63B
| $21.3M | 0.78% |
702,727
+43,208
|
|
||
48
Wave Life Sciences
WVE
$1.25B
| $21.2M | 0.78% |
3,257,119
+123,561
|
|
||
49
Tenable Holdings
TENB
$3.3B
| $20.9M | 0.77% |
618,996
+6,956
|
|
||
50
Mirion Technologies
MIR
$6.71B
| $20.8M | 0.76% |
965,245
+85,156
|
|