EMERALD ADVISERS, LLC Q4 2020 Filing
Filed January 29, 2021
Portfolio Value
$3.0T
Holdings
286
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (286 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHGGCHEGG INC | 816,648 | $73.8B | 2.45% | |
| 2 | NEONEOGENOMICS INC | 1,350,805 | $72.7B | 2.41% | |
| 3 | FRPTFRESHPET INC | 493,933 | $70.1B | 2.33% | |
| 4 | RPDRAPID7 INC | 694,335 | $62.6B | 2.08% | |
| 5 | VRNSVARONIS SYSTEMS INC | 369,802 | $60.5B | 2.01% | |
| 6 | MTSIMACOM TECHNOLOGY SOLUTIONS | 950,485 | $52.3B | 1.74% | |
| 7 | KTOSKRATOS DEFENSE AND SECURITY | 1,868,519 | $51.3B | 1.70% | |
| 8 | CHRCHURCHILL DOWNS INC | 262,269 | $51.1B | 1.70% | |
| 9 | SMPLSIMPLY GOOD FOODS CO | 1,552,968 | $48.7B | 1.62% | |
| 10 | GTLSCHART INDS INC | 405,175 | $47.7B | 1.58% | |
| 11 | TREXTREX INC | 530,706 | $44.4B | 1.47% | |
| 12 | —TURNING POINT THERAPEUTICS INC | 357,038 | $43.5B | 1.44% | |
| 13 | BWINBRP GROUP INC | 1,399,733 | $42.0B | 1.39% | |
| 14 | TTEKTETRA TECH INC | 362,119 | $41.9B | 1.39% | |
| 15 | MCMOELIS & CO | 827,636 | $38.7B | 1.28% | |
| 16 | JACKJACK IN THE BOX INC | 410,115 | $38.1B | 1.26% | |
| 17 | SAILEURSAILPOINT TECHNOLOGIES HOLDINGS | 707,471 | $37.7B | 1.25% | |
| 18 | TNETTRINET GROUP IN | 438,960 | $35.4B | 1.17% | |
| 19 | SVMKUSDSVMK INC | 1,384,164 | $35.4B | 1.17% | |
| 20 | LF2PACIFIC PREMIER BANCORP | 1,107,907 | $34.7B | 1.15% | |
| 21 | REPLREPLIMUNE GROUP INC | 882,464 | $33.7B | 1.12% | |
| 22 | PLMRPALOMAR HOLDINGS INC | 378,082 | $33.6B | 1.11% | |
| 23 | 2L9BLUEPRINT MEDICINES CORP | 297,905 | $33.4B | 1.11% | |
| 24 | BRBR1GBPBELLRING BRANDS INC | 1,370,195 | $33.3B | 1.11% | |
| 25 | NFENEW FORTRESS ENERGY INC | 615,133 | $33.0B | 1.09% | |
| 26 | UTHUNITED THERAPEUTICS CORP DEL | 212,954 | $32.3B | 1.07% | |
| 27 | AVNTAVIENT CORPORATION | 792,730 | $31.9B | 1.06% | |
| 28 | EYENATIONAL VISION HOLDINGS | 700,987 | $31.7B | 1.05% | |
| 29 | COHRII-VI INC | 415,103 | $31.5B | 1.05% | |
| 30 | RAREULTRAGENYX PHARMACEUTICAL INC | 226,875 | $31.4B | 1.04% | |
| 31 | FIVEFIVE BELOW | 172,436 | $30.2B | 1.00% | |
| 32 | ATRCATRICURE INC | 536,099 | $29.8B | 0.99% | |
| 33 | RAMPLIVERAMP HOLDINGS INC | 395,290 | $28.9B | 0.96% | |
| 34 | CCXIEURCHEMOCENTRYX INC | 463,961 | $28.7B | 0.95% | |
| 35 | EBCEASTERN BANKSHARES INC | 1,753,456 | $28.6B | 0.95% | |
| 36 | PLNTPLANET FITNESS INC | 367,825 | $28.6B | 0.95% | |
| 37 | KPTIEURKARYOPHARM THERAPEUTICS INC | 1,822,781 | $28.2B | 0.94% | |
| 38 | QTWOQ2 HOLDINGS INC | 222,613 | $28.2B | 0.93% | |
| 39 | ARNAEURARENA PHARMACEUTICALS INC | 364,392 | $28.0B | 0.93% | |
| 40 | IMVTIMMUNOVANT INC | 603,670 | $27.9B | 0.93% | |
| 41 | MODNEURMODEL N INC | 776,707 | $27.7B | 0.92% | |
| 42 | YETIYETI HOLDINGS INC | 389,114 | $26.6B | 0.88% | |
| 43 | LSCCLATTICE SEMICONDUCTOR CORPORATION | 578,415 | $26.5B | 0.88% | |
| 44 | IBPINSTALLED BUILDING PRODUCTS | 252,456 | $25.7B | 0.85% | |
| 45 | AZEKTHE AZEK COMPANY | 660,904 | $25.4B | 0.84% | |
| 46 | ADUSADDUS HOMECARE CORPORATION | 214,548 | $25.1B | 0.83% | |
| 47 | VIAVVIAVI SOLUTIONS INC | 1,660,296 | $24.9B | 0.83% | |
| 48 | OCULOCULAR THERAPEUTIX INC | 1,190,703 | $24.6B | 0.82% | |
| 49 | ONTOONTO INNOVATION INC | 509,882 | $24.2B | 0.80% | |
| 50 | SMTCSEMTECH CORP | 331,788 | $23.9B | 0.79% | |
| 51 | TMHCTAYLOR MORRISON HOME CORP | 928,615 | $23.8B | 0.79% | |
| 52 | VCVISTEON CORP | 187,861 | $23.6B | 0.78% | |
| 53 | —CANTEL MEDICAL CORP | 292,554 | $23.1B | 0.77% | |
| 54 | G2CEVERI HOLDINGS INC | 1,660,000 | $22.9B | 0.76% | |
| 55 | NVEEUSDNV5 GLOBAL INC | 289,803 | $22.8B | 0.76% | |
| 56 | MTHMERITAGE CORP | 271,406 | $22.5B | 0.75% | |
| 57 | MRTXEURMIRATI THERAPEUTICS INC | 102,046 | $22.4B | 0.74% | |
| 58 | DKSDICKS SPORTING GOODS INC | 397,323 | $22.3B | 0.74% | |
| 59 | ARVNARVINAS INC | 257,940 | $21.9B | 0.73% | |
| 60 | PRFTUSDPERFICIENT INC | 450,197 | $21.5B | 0.71% | |
| 61 | MAXMEDIAALPHA INC | 546,421 | $21.3B | 0.71% | |
| 62 | ATSG*AIR TRANSPORT SERVICES GROUP | 677,955 | $21.2B | 0.71% | |
| 63 | ALGMALLEGRO MICROSYSTEMS INC | 782,478 | $20.9B | 0.69% | |
| 64 | HLIHOULIHAN LOKEY | 304,420 | $20.5B | 0.68% | |
| 65 | MRCYMERCURY SYSTEMS INC | 231,741 | $20.4B | 0.68% | |
| 66 | —STAMPS.COM INC | 103,528 | $20.3B | 0.67% | |
| 67 | OGM1COGENT COMMUNICATIONS HOLDINGS | 337,638 | $20.2B | 0.67% | |
| 68 | EVEREVERQUOTE INC | 531,242 | $19.8B | 0.66% | |
| 69 | DOOREURMASONITE INTERNATIONAL CORP | 199,490 | $19.6B | 0.65% | |
| 70 | TWSTTWIST BIOSCIENCE CORP | 134,847 | $19.1B | 0.63% | |
| 71 | FWRDUSDFORWARD AIR CORP COM | 244,059 | $18.8B | 0.62% | |
| 72 | DCPHEURDECIPHERA PHARMACEUTICALS INC | 325,126 | $18.6B | 0.62% | |
| 73 | WGOWINNEBAGO INDUSTRIES | 305,061 | $18.3B | 0.61% | |
| 74 | DIODDIODES INCORPORATED | 256,669 | $18.1B | 0.60% | |
| 75 | MEGMONTROSE ENVIRONMENTAL GROUP | 581,803 | $18.0B | 0.60% | |
| 76 | ORICORIC PHARMACEUTICAL | 522,302 | $17.7B | 0.59% | |
| 77 | SSBUSDSOUTH STATE CORP | 242,390 | $17.5B | 0.58% | |
| 78 | AIMCUSDALTRA INDUSTRIAL MOTION CORP | 314,898 | $17.5B | 0.58% | |
| 79 | —ECHO GLOBAL LOGISTICS INC | 640,836 | $17.2B | 0.57% | |
| 80 | ITGRINTEGER HOLDINGS CORP | 209,103 | $17.0B | 0.56% | |
| 81 | FIZZNATIONAL BEVERAGE CORP | 197,691 | $16.8B | 0.56% | |
| 82 | COLLCOLLEGIUM PHARMACEUTICAL INC | 835,642 | $16.7B | 0.56% | |
| 83 | HELEHELEN OF TROY LIMITED | 74,438 | $16.5B | 0.55% | |
| 84 | PINGUSDPING IDENTITY HOLDING CORP | 560,658 | $16.1B | 0.53% | |
| 85 | FOXFFOX FACTORY HOLDING CORP | 146,281 | $15.5B | 0.51% | |
| 86 | PRKSSEAWORLD ENTERTAINMENT | 487,062 | $15.4B | 0.51% | |
| 87 | CVETUSDCOVETRUS INC | 522,575 | $15.0B | 0.50% | |
| 88 | RPAYREPAY HOLDINGS CORP CL A | 539,053 | $14.7B | 0.49% | |
| 89 | VICRVICOR CORPORATION | 155,836 | $14.4B | 0.48% | |
| 90 | —AVROBIO INC | 1,009,212 | $14.1B | 0.47% | |
| 91 | PLCETHE CHILDREN'S PLACE INC | 276,749 | $13.9B | 0.46% | |
| 92 | TMDXTRANSMEDICS GROUP INC | 672,880 | $13.4B | 0.44% | |
| 93 | ACAARCOSA INC | 234,532 | $12.9B | 0.43% | |
| 94 | —DICERNA PHARMACEUTICALS INC | 584,342 | $12.9B | 0.43% | |
| 95 | —CURIS INC | 1,570,821 | $12.9B | 0.43% | |
| 96 | COHUCOHU INC | 331,227 | $12.6B | 0.42% | |
| 97 | GLUUGLU MOBILE INC | 1,403,141 | $12.6B | 0.42% | |
| 98 | CHUYUSDCHUY'S HOLDINGS INC | 474,886 | $12.6B | 0.42% | |
| 99 | APLTAPPLIED THERAPEUTICS INC | 515,724 | $11.4B | 0.38% | |
| 100 | —USA TECHNOLOGIES INC | 1,078,842 | $11.3B | 0.38% |
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