StockDriftsStockDriftsTop 50 Emerald Advisers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TVTX | TRAVERE THERAPEUTICS INC | 2.14% | 1.60M | $90.9M | +2.81%(+43.69K) | $13.92(+346.54%) | 2026-06-30 | |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | 1.88% | 848.0K | $79.9M | +46.56%(+269.37K) | $37.99(+3.77%) | 2026-06-30 | |
| MRCY | MERCURY SYSTEMS INC | 1.84% | 638.7K | $78.1M | +7.28%(+43.37K) | $56.07(+98.18%) | 2026-06-30 | |
| AIR | AAR CORPORATION | 1.76% | 521.9K | $74.6M | +17.10%(+76.23K) | $74.80(+93.42%) | 2026-06-30 | |
| VSEC | VSE CORPORATION | 1.74% | 323.2K | $73.8M | +2.66%(+8.36K) | $131.51(+85.15%) | 2026-06-30 | |
| KLIC | KULICKE AND SOFFA INDUSTRIES | 1.74% | 551.5K | $73.8M | -3.07%(-17.46K) | $48.43(+104.59%) | 2026-06-30 | |
| AGX | ARGAN INC | 1.68% | 89.3K | $71.3M | -6.27%(-5.98K) | $250.73(+130.62%) | 2026-06-30 | |
| CECO | CECO ENVIRONMENTAL CORP | 1.57% | 736.8K | $66.9M | +40.87%(+213.77K) | $58.66(+39.31%) | 2026-06-30 | |
| CORT | CORCEPT THERAPEUTICS INC | 1.53% | 748.3K | $65.1M | +264.05%(+542.77K) | $64.23(+78.22%) | 2026-06-30 | |
| LIVN | LIVANOVA PLC | 1.52% | 787.1K | $64.7M | +17.44%(+116.89K) | $54.55(+50.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +55.74% | +277.73% | +23.42% | +186.32% |
| Top 20 Holdings Unweighted | +54.69% | +270.16% | +22.97% | +181.14% |
Emerald Advisers LLC reports $4.25B in US-listed equity holdings across 237 positions in its most recent 13F filing. Its largest disclosed positions are TVTX (2.1%), CDNL (1.9%) and MRCY (1.8%). The top 20 holdings account for 31.84% of reported assets. Its disclosed equity book has returned +277.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Emerald Advisers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1015083). View Emerald Advisers LLC’s 13F filings on SEC