EMERALD MUTUAL FUND ADVISERS TRUST
Q2 2026 13F filing
Updated 36 days ago197 disclosed positions worth $2.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A RBB FD INC | $90.3M | 2.00M | 3.17% | Unchanged |
| 2 | T TVTX TRAVERE THERAPEUTICS INC | $58.6M | 1.03M | 2.06% | Added(+9.2%) |
| 3 | C CDNL CARDINAL INFRASTRUCTURE GROUP | $51.7M | 549.3K | 1.82% | Added(+53.0%) |
| 4 | M MRCY MERCURY SYSTEMS INC | $50.4M | 412.4K | 1.77% | Added(+9.8%) |
| 5 | A AIR AAR CORPORATION | $48.2M | 337.4K | 1.69% | Added(+20.4%) |
| 6 | V VSECU VSE CORPORATION | $47.9M | 209.6K | 1.68% | Added(+7.0%) |
| 7 | K KLIC KULICKE AND SOFFA INDUSTRIES | $46.7M | 349.3K | 1.64% | Unchanged |
| 8 | A AGX ARGAN INC | $46.4M | 58.1K | 1.63% | Trimmed(-1.4%) |
| 9 | C CECO CECO ENVIRONMENTAL CORP | $42.8M | 471.2K | 1.50% | Added(+50.1%) |
| 10 | I IDCC INTERDIGITAL INC PA COM | $42M | 148.3K | 1.48% | Added(+144.3%) |
| 11 | S SMTC SEMTECH CORP | $41.7M | 257.4K | 1.46% | Trimmed(-9.7%) |
| 12 | A ACLS AXCELIS TECHNOLOGIES INC | $41.6M | 219.4K | 1.46% | Added(+362.8%) |
| 13 | E ESE ESCO TECHNOLOGIES INC | $40.8M | 116.5K | 1.43% | Added(+18.2%) |
| 14 | G GH GUARDANT HEALTH INC | $40.7M | 271.4K | 1.43% | Trimmed(-47.8%) |
| 15 | L LIVN LIVANOVA PLC | $40.5M | 492.9K | 1.42% | Added(+8.5%) |
| 16 | P PLXS PLEXUS CORP | $40.5M | 134.7K | 1.42% | Added(+31.7%) |
| 17 | C CORT CORCEPT THERAPEUTICS INC | $40.4M | 464.9K | 1.42% | Added(+158.8%) |
| 18 | P PDFS PDF SOLUTIONS INC | $40.1M | 566.4K | 1.41% | Trimmed(-4.7%) |
| 19 | ? N/A COGENT BIOSCIENCES INC | $39.9M | 1.03M | 1.40% | Added(+0.3%) |
| 20 | C COHU COHU INC | $39.4M | 533.6K | 1.39% | Added(+8.9%) |
| 21 | A ALGT ALLEGIANT TRAVEL CO | $36.9M | 313.7K | 1.30% | Added(+48.1%) |
| 22 | L LGN LEGENCE CORP | $36.3M | 425.6K | 1.27% | — |
| 23 | A AX AXOS FINANCIAL INC | $35.7M | 366.7K | 1.25% | Added(+8.9%) |
| 24 | S SYRE SPYRE THERAPEUTICS | $35.6M | 401.3K | 1.25% | Trimmed(-1.7%) |
| 25 | M MOD MODINE MANUFACTURING CO | $35M | 131.2K | 1.23% | Trimmed(-44.4%) |
| 26 | M MIRM MIRUM PHARMACEUTICALS INC | $33.9M | 289.4K | 1.19% | Added(+15.6%) |
| 27 | U UMBFO UMB FINANCIAL CORP | $33.6M | 235.7K | 1.18% | Added(+48.6%) |
| 28 | S SEI SOLARIS ENERGY INFRASTRUCTURE INC | $32.6M | 405.3K | 1.15% | Added(+28.8%) |
| 29 | B BOOT BOOT BARN HOLDINGS INC | $32.4M | 197.1K | 1.14% | Added(+52.5%) |
| 30 | L LASR NLIGHT INC | $31.2M | 448.4K | 1.10% | Added(+4.3%) |
| 31 | R RSI RUSH STREET INTERACTIVE INC | $30M | 1.01M | 1.05% | Added(+2.6%) |
| 32 | A AGYS AGILYSYS INC | $29M | 277.7K | 1.02% | Added(+34.9%) |
| 33 | S SXT SENSIENT TECHNOLOGIES CORP | $29M | 235.3K | 1.02% | — |
| 34 | C CONE COMPASS INC | $27M | 2.19M | 0.95% | Added(+49.4%) |
| 35 | A ATROB ASTRONICS CORP | $26.6M | 327.3K | 0.93% | Added(+17.2%) |
| 36 | T TTMI TTM TECHNOLOGIES INC | $26.6M | 142.1K | 0.93% | Trimmed(-69.8%) |
| 37 | F FRPT FRESHPET INC | $26.4M | 446.1K | 0.93% | Added(+48.3%) |
| 38 | L LTH LIFETIME GROUP HOLDINGS INC | $25.8M | 632.8K | 0.91% | Added(+78.0%) |
| 39 | ? N/A VERADERMICS INC | $25.8M | 209.9K | 0.91% | Added(+92.1%) |
| 40 | T TEX TEREX CORP NEW | $25.8M | 356.0K | 0.91% | — |
| 41 | F FA FIRST ADVANTAGE CORP | $25.7M | 1.43M | 0.90% | Added(+112.0%) |
| 42 | I IPGP IPG PHOTONICS CORP | $24.7M | 210.8K | 0.87% | Added(+9.5%) |
| 43 | E EYE NATIONAL VISION HOLDINGS | $24.7M | 1.30M | 0.87% | Added(+38.5%) |
| 44 | B BLLN BILLIONTOONE INC | $24.5M | 204.0K | 0.86% | Added(+54.3%) |
| 45 | D DIOD DIODES INCORPORATED | $24.2M | 221.4K | 0.85% | Added(+94.0%) |
| 46 | H HRI HERC HOLDINGS INC | $24.2M | 169.0K | 0.85% | — |
| 47 | C CYTK CYTOKENETICS INC | $23.8M | 279.8K | 0.84% | Added(+106.5%) |
| 48 | M MXL MAXLINEAR INC CLASS A | $23.4M | 182.7K | 0.82% | — |
| 49 | V VRNS VARONIS SYSTEMS INC | $23.3M | 555.9K | 0.82% | Unchanged |
| 50 | T TRVI TREVI THERAPEUTICS | $22.6M | 1.21M | 0.79% | Trimmed(-4.1%) |