Emerald Advisers, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.92 Billion distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kratos Defense & Security Solutions, Inc. with a value of $88.5M, Credo Technology Group Holding LTD with a value of $86.9M, Aero Vironment Inc with a value of $77.9M, Rambus Inc with a value of $66.5M, and Lumentum Holdings Inc. with a value of $59.2M.
Examining the 13F form we can see an increase of $385M in the current position value, from $2.53B to 2.92B.
Below you can find more details about Emerald Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.92 Billion
Technology: $892 Million
Industrials: $653 Million
Healthcare: $551 Million
Financial Services: $293 Million
Consumer Cyclical: $281 Million
Consumer Defensive: $124 Million
Communication Services: $82.2 Million
Energy: $15.2 Million
Other: $24.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions