Emerald Advisers, LLC 13F 持仓 · 2026年Q2
Emerald Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 237 只证券，申报市值合计 42.49 亿美元。前几大持仓：TVTX（2.14%）、CDNL（1.88%）、MRCY（1.84%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TVTX | TRAVERE THERAPEUTICS INC | $90.9M | 2.14% | 1.6M | 增持 |
| 2 | CDNL | CARDINAL INFRASTRUCTURE GROUP | $79.9M | 1.88% | 847,969 | 增持 |
| 3 | MRCY | MERCURY SYSTEMS INC | $78.1M | 1.84% | 638,682 | 增持 |
| 4 | AIR | AAR CORPORATION | $74.6M | 1.76% | 521,919 | 增持 |
| 5 | KLIC | KULICKE AND SOFFA INDUSTRIES | $73.8M | 1.74% | 551,535 | 减持 |
| 6 | VSEC | VSE CORPORATION | $73.8M | 1.74% | 323,152 | 增持 |
| 7 | AGX | ARGAN INC | $71.3M | 1.68% | 89,296 | 减持 |
| 8 | CECO | CECO ENVIRONMENTAL CORP | $66.9M | 1.57% | 736,784 | 增持 |
| 9 | CORT | CORCEPT THERAPEUTICS INC | $65.1M | 1.53% | 748,325 | 增持 |
| 10 | LIVN | LIVANOVA PLC | $64.7M | 1.52% | 787,101 | 增持 |
| 11 | SMTC | SEMTECH CORP | $63.6M | 1.50% | 393,030 | 减持 |
| 12 | IDCC | INTERDIGITAL INC PA COM | $63.3M | 1.49% | 223,517 | 增持 |
| 13 | ESE | ESCO TECHNOLOGIES INC | $62.9M | 1.48% | 179,798 | 增持 |
| 14 | ACLS | AXCELIS TECHNOLOGIES INC | $62.6M | 1.47% | 330,469 | 增持 |
| 15 | COHU | COHU INC | $62.4M | 1.47% | 843,627 | 增持 |
| 16 | PDFS | PDF SOLUTIONS INC | $62.6M | 1.47% | 884,294 | 增持 |
| 17 | PLXS | PLEXUS CORP | $62.5M | 1.47% | 207,712 | 增持 |
| 18 | COGT | COGENT BIOSCIENCES INC | $62.0M | 1.46% | 1.6M | 增持 |
| 19 | ALGT | ALLEGIANT TRAVEL CO | $55.9M | 1.32% | 475,112 | 增持 |
| 20 | LGN | LEGENCE CORP | $55.7M | 1.31% | 653,788 | 新建仓 |
| 21 | GH | GUARDANT HEALTH INC | $54.6M | 1.29% | 364,022 | 减持 |
| 22 | MIRM | MIRUM PHARMACEUTICALS INC | $54.8M | 1.29% | 468,295 | 增持 |
| 23 | MOD | MODINE MANUFACTURING CO | $54.1M | 1.27% | 202,754 | 减持 |
| 24 | AX | AXOS FINANCIAL INC | $52.2M | 1.23% | 536,162 | 增持 |
| 25 | LASR | NLIGHT INC | $51.3M | 1.21% | 736,848 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR