StockDriftsStockDriftsTop 50 Emerald Advisers, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOD | MODINE MANUFACTURING CO | 2.59% | 378.1K | $81.9M | -3.03%(-11.82K) | $100.51(+129.80%) | 2026-03-31 | |
| GH | GUARDANT HEALTH INC | 2.46% | 841.9K | $77.8M | -2.31%(-19.91K) | $42.81(+292.43%) | 2026-03-31 | |
| BE | BLOOM ENERGY CO | 2.32% | 541.8K | $73.4M | -3.09%(-17.28K) | $33.44(+710.20%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 2.31% | 750.4K | $73.1M | -18.00%(-164.71K) | $20.40(+664.51%) | 2026-03-31 | |
| COGT | COGENT BIOSCIENCES INC | 1.93% | 1.59M | $61.1M | +0.30%(+4.79K) | $7.30(+430.25%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE AND SECURITY | 1.87% | 835.9K | $58.9M | -4.47%(-39.13K) | $14.22(+289.16%) | 2026-03-31 | |
| VSEC | VSE CORPORATION | 1.84% | 314.8K | $58.0M | +12.61%(+35.25K) | $129.77(+79.04%) | 2026-03-31 | |
| FN | FABRINET | 1.77% | 107.5K | $56.1M | -1.64%(-1.80K) | $224.84(+122.21%) | 2026-03-31 | |
| AGX | ARGAN INC | 1.64% | 95.3K | $51.9M | -2.86%(-2.80K) | $250.73(+181.64%) | 2026-03-31 | |
| AIR | AAR CORPORATION | 1.54% | 445.7K | $48.8M | +6.25%(+26.22K) | $66.55(+110.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +42.07% | +186.78% |
| Top 20 Holdings Unweighted | +41.15% | +181.19% |
Sign up free to track Emerald Advisers, Llc, compare funds side by side, and get alerts the moment positions change.