DRIEHAUS CAPITAL MANAGEMENT LLC
13F Reported Value
ⓘ$17.3B
Holdings
354
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DRIEHAUS CAPITAL MANAGEMENT LLC disclosed 354 positions worth $17.3B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 2.7% of the equity portfolio, followed by $DFTX and $PRAX. During the quarter the fund opened 83 new positions and exited 85 — including a new stake in $CRDO and a full exit from $EYE. The portfolio is most concentrated in Technology (28.9% of disclosed assets). All figures are sourced directly from DRIEHAUS CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 938206.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $470.2M984,500 sh
- —
Quality
$322.0M6,845,276 sh - $321.1M959,048 sh
- 24.0
Quality
$266.7M4,418,557 sh - —
Quality
$262.0M786,074 sh - —
Quality
$248.5M2,799,166 sh - 25.5
Quality
$241.9M6,463,551 sh - —
Quality
$231.0M1,740,101 sh - 39.0
Quality
$230.1M1,533,985 sh - 38.4
Quality
$222.7M6,721,154 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $470.2M | 984,500 |
 Definium Therapeutics, Inc.$DFTX | — | $322.0M | 6,845,276 |
 Praxis Precision Medicines, Inc.$PRAX | — | $321.1M | 959,048 |
 Xenon Pharmaceuticals Inc.$XENE | 24.0 | $266.7M | 4,418,557 |
 Silicon Motion Technology CORP$SIMO | — | $262.0M | 786,074 |
 Spyre Therapeutics, Inc.$SYRE | — | $248.5M | 2,799,166 |
 Crinetics Pharmaceuticals, Inc.$CRNX | 25.5 | $241.9M | 6,463,551 |
 Apogee Therapeutics, Inc.$APGE | — | $231.0M | 1,740,101 |
 Guardant Health, Inc.$GH | 39.0 | $230.1M | 1,533,985 |
 Planet Labs PBC$PL | 38.4 | $222.7M | 6,721,154 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DRIEHAUS CAPITAL MANAGEMENT LLC's 354 positions.
Showing top 10 of 354 holdings.
Sector Allocation
Technology
$5.0B
Healthcare
$4.8B
Industrials
$2.5B
Financials
$1.6B
Consumer Discretionary
$1.1B
Materials
$893.7M
Energy
$653.7M
Communication Services
$311.8M
Top Holdings — DRIEHAUS CAPITAL MANAGEMENT LLC (Q2 2026)
Top 150 of 354 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $470.2M | 2.7% | -22% | — |
| 2 | $DFTX | Definium Therapeutics, Inc. | $322.0M | 1.9% | +16% | — |
| 3 | $PRAX | Praxis Precision Medicines, Inc. | $321.1M | 1.9% | +1% | — |
| 4 | $XENE | Xenon Pharmaceuticals Inc. | $266.7M | 1.6% | -2% | 24 |
| 5 | $SIMO | Silicon Motion Technology CORP | $262.0M | 1.5% | +54% | — |
| 6 | $SYRE | Spyre Therapeutics, Inc. | $248.5M | 1.4% | +0% | — |
| 7 | $CRNX | Crinetics Pharmaceuticals, Inc. | $241.9M | 1.4% | +1% | 25.5 |
| 8 | $APGE | Apogee Therapeutics, Inc. | $231.0M | 1.3% | -9% | — |
| 9 | $GH | Guardant Health, Inc. | $230.1M | 1.3% | +1% | 39 |
| 10 | $PL | Planet Labs PBC | $222.7M | 1.3% | -15% | 38.4 |
| 11 |  $BAP | CREDICORP LTD | $217.1M | 1.3% | +24% | — |
| 12 |  $EWTX | Edgewise Therapeutics, Inc. | $192.1M | 1.1% | +6% | — |
| 13 |  $VICR | VICOR CORP | $188.6M | 1.1% | +162% | 58.1 |
| 14 |  $UCTT | Ultra Clean Holdings, Inc. | $186.7M | 1.1% | +23% | 40.1 |
| 15 |  $CW | CURTISS WRIGHT CORP | $173.6M | 1.0% | +1% | 69.5 |
| 16 |  $XMTR | Xometry, Inc. | $170.7M | 1.0% | +17% | 48.3 |
| 17 |  $WULF | TERAWULF INC. | $152.2M | 0.9% | +2% | 33.8 |
| 18 |  $SEPN | Septerna, Inc. | $148.5M | 0.9% | +1% | 59.2 |
| 19 |  $NXT | Nextpower Inc. | $143.8M | 0.8% | +16% | 69.1 |
| 20 |  $CECO | CECO ENVIRONMENTAL CORP | $141.6M | 0.8% | +144% | 24.6 |
| 21 |  $CRDO | Credo Technology Group Holding Ltd | $140.6M | 0.8% | NEW | 55.1 |
| 22 |  $CRS | CARPENTER TECHNOLOGY CORP | $140.1M | 0.8% | -28% | 64.6 |
| 23 |  $IBN | ICICI BANK LTD | $140.1M | 0.8% | +13% | — |
| 24 |  $LASR | NLIGHT, INC. | $138.3M | 0.8% | +12% | 54.1 |
| 25 |  $ONTO | ONTO INNOVATION INC. | $134.2M | 0.8% | +11% | 61.9 |
| 26 |  $RSI | Rush Street Interactive, Inc. | $129.1M | 0.8% | +66% | 66.4 |
| 27 |  $SITM | SITIME Corp | $128.3M | 0.7% | -24% | 66.1 |
| 28 |  $SEI | Solaris Energy Infrastructure, Inc. | $127.5M | 0.7% | -3% | 56.4 |
| 29 |  $DAVE | Dave Inc./DE | $123.5M | 0.7% | +432% | 80.2 |
| 30 |  $SRRK | Scholar Rock Holding Corp | $121.3M | 0.7% | +15% | — |
| 31 |  $STRL | STERLING INFRASTRUCTURE, INC. | $120.6M | 0.7% | -15% | 70.6 |
| 32 |  $BE | Bloom Energy Corp | $118.1M | 0.7% | -54% | 66.2 |
| 33 |  $PTCT | PTC THERAPEUTICS, INC. | $117.5M | 0.7% | +42% | 35.4 |
| 34 |  $LTH | Life Time Group Holdings, Inc. | $117.0M | 0.7% | +342% | 60.9 |
| 35 |  $CDNL | Cardinal Infrastructure Group Inc. | $113.9M | 0.7% | +83% | 56.4 |
| 36 |  $MOD | MODINE MANUFACTURING CO | $112.9M | 0.7% | -15% | 56.3 |
| 37 |  $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | $112.2M | 0.7% | +9% | — |
| 38 |  $NU | Nu Holdings Ltd. | $111.1M | 0.6% | +14% | — |
| 39 |  $SAIA | SAIA INC | $110.4M | 0.6% | +2% | 58.2 |
| 40 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $110.2M | 0.6% | NEW | 72.6 |
| 41 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $110.1M | 0.6% | +13% | 38.7 |
| 42 |  $VALE | Vale S.A. | $108.8M | 0.6% | +97% | — |
| 43 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $106.9M | 0.6% | +42% | 53.3 |
| 44 |  $SCCO | SOUTHERN COPPER CORP/ | $106.5M | 0.6% | +89% | 83.1 |
| 45 |  $KYMR | Kymera Therapeutics, Inc. | $105.4M | 0.6% | -12% | 28.4 |
| 46 |  $TWST | Twist Bioscience Corp | $105.2M | 0.6% | +75% | 33.9 |
| 47 |  $NTRA | Natera, Inc. | $104.2M | 0.6% | +35% | 53.5 |
| 48 |  $SNEX | StoneX Group Inc. | $103.7M | 0.6% | +2% | 68.9 |
| 49 |  $COHR | COHERENT CORP. | $102.4M | 0.6% | -50% | 58.5 |
| 50 |  $ESE | ESCO TECHNOLOGIES INC | $100.8M | 0.6% | +55% | 70 |
| 51 |  $COCO | Vita Coco Company, Inc. | $99.4M | 0.6% | -1% | 63.1 |
| 52 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $95.5M | 0.6% | -25% | 69.4 |
| 53 |  $INDV | Indivior Pharmaceuticals, Inc. | $94.3M | 0.6% | +22% | 58.5 |
| 54 |  $ALAB | Astera Labs, Inc. | $94.0M | 0.5% | NEW | 75.1 |
| 55 |  $IMAX | IMAX CORP | $93.3M | 0.5% | +42% | 59.6 |
| 56 |  $IMNM | Immunome Inc. | $92.1M | 0.5% | +6% | 25.3 |
| 57 |  $AXSM | Axsome Therapeutics, Inc. | $91.2M | 0.5% | +27% | 40.8 |
| 58 |  $GKOS | GLAUKOS Corp | $90.9M | 0.5% | +33% | 40.5 |
| 59 |  $DOCN | DigitalOcean Holdings, Inc. | $90.6M | 0.5% | +10% | 67.2 |
| 60 |  $PTGX | Protagonist Therapeutics, Inc | $89.6M | 0.5% | +1% | 59.4 |
| 61 |  $BAND | Bandwidth Inc. | $87.9M | 0.5% | NEW | 49.4 |
| 62 |  $DY | DYCOM INDUSTRIES INC | $87.2M | 0.5% | +26% | 56.3 |
| 63 |  $CIFR | Cipher Digital Inc. | $86.9M | 0.5% | NEW | 30.6 |
| 64 |  $ULS | UL Solutions Inc. | $83.9M | 0.5% | +2% | 65.2 |
| 65 |  $GPCR | Structure Therapeutics Inc. | $83.4M | 0.5% | -2% | — |
| 66 |  $TVTX | Travere Therapeutics, Inc. | $81.8M | 0.5% | +12% | 56.6 |
| 67 |  $SEZL | Sezzle Inc. | $81.7M | 0.5% | NEW | 80.1 |
| 68 |  $MWH | SOLV Energy, Inc. | $81.0M | 0.5% | +87% | — |
| 69 |  $VIST | Vista Energy, S.A.B. de C.V. | $80.4M | 0.5% | +1% | — |
| 70 |  $EOSE | Eos Energy Enterprises, Inc. | $79.7M | 0.5% | -9% | 34.9 |
| 71 |  $BROS | Dutch Bros Inc. | $79.7M | 0.5% | NEW | 63.6 |
| 72 |  $WT | WisdomTree, Inc. | $79.7M | 0.5% | +186% | 59.9 |
| 73 |  $FLYW | Flywire Corp | $79.2M | 0.5% | NEW | 66.9 |
| 74 |  $KNX | Knight-Swift Transportation Holdings Inc. | $79.0M | 0.5% | +5% | 54.4 |
| 75 |  $CAVA | CAVA GROUP, INC. | $78.2M | 0.5% | +18% | 57.1 |
| 76 |  $ROAD | Construction Partners, Inc. | $76.2M | 0.4% | -19% | 67.4 |
| 77 |  $FTAI | FTAI Aviation Ltd. | $75.3M | 0.4% | -52% | — |
| 78 |  $FPS | Forgent Power Solutions, Inc. | $74.5M | 0.4% | -4% | — |
| 79 |  $FROG | JFrog Ltd | $73.1M | 0.4% | NEW | — |
| 80 |  $FLNC | Fluence Energy, Inc. | $71.1M | 0.4% | NEW | 43 |
| 81 |  $LITE | Lumentum Holdings Inc. | $71.0M | 0.4% | -64% | 44.3 |
| 82 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $69.0M | 0.4% | +4% | 61.7 |
| 83 |  $MELI | MERCADOLIBRE INC | $68.1M | 0.4% | NEW | 80.2 |
| 84 |  $SMTC | SEMTECH CORP | $67.9M | 0.4% | -33% | 55.9 |
| 85 |  $ALM | Almonty Industries Inc. | $66.9M | 0.4% | -1% | — |
| 86 |  $ALKS | Alkermes plc. | $64.9M | 0.4% | +56% | — |
| 87 |  $CCJ | CAMECO CORP | $64.6M | 0.4% | -37% | — |
| 88 |  $TEX | TEREX CORP | $64.4M | 0.4% | +39% | 58.6 |
| 89 |  $MP | MP Materials Corp. / DE | $64.3M | 0.4% | +47% | 34.2 |
| 90 |  $GTX | Garrett Motion Inc. | $63.6M | 0.4% | +43% | 56.8 |
| 91 |  $OPLN | OPENLANE, Inc. | $62.5M | 0.4% | +167% | 61 |
| 92 |  $FIX | COMFORT SYSTEMS USA INC | $62.4M | 0.4% | -23% | 77.7 |
| 93 |  $VCYT | VERACYTE, INC. | $61.4M | 0.4% | NEW | 68.6 |
| 94 |  $ZWS | Zurn Elkay Water Solutions Corp | $60.4M | 0.3% | +33% | 59.7 |
| 95 |  $ECG | Everus Construction Group, Inc. | $59.8M | 0.3% | -30% | 66.3 |
| 96 |  $FCFS | FirstCash Holdings, Inc. | $59.7M | 0.3% | +23% | 69.3 |
| 97 |  $MRCY | MERCURY SYSTEMS INC | $59.7M | 0.3% | +66% | 47.8 |
| 98 |  $TSEM | TOWER SEMICONDUCTOR LTD | $58.7M | 0.3% | -31% | — |
| 99 |  $MBX | MBX Biosciences, Inc. | $58.3M | 0.3% | +4% | — |
| 100 |  $BKU | BankUnited, Inc. | $57.6M | 0.3% | +29% | 52.7 |
| 101 |  $AAMI | Acadian Asset Management Inc. | $56.4M | 0.3% | NEW | 72.1 |
| 102 |  $TS | TENARIS SA | $55.6M | 0.3% | +13% | — |
| 103 |  $TTMI | TTM TECHNOLOGIES INC | $55.2M | 0.3% | +2% | 62.6 |
| 104 |  $MYRG | MYR GROUP INC. | $54.7M | 0.3% | -54% | 59.2 |
| 105 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $54.5M | 0.3% | +2% | 8.7 |
| 106 |  $ADPT | Adaptive Biotechnologies Corp | $54.2M | 0.3% | +44% | 41.4 |
| 107 |  $IDCC | InterDigital, Inc. | $53.8M | 0.3% | -55% | 65 |
| 108 |  $FIGS | FIGS, Inc. | $52.8M | 0.3% | +24% | 64.2 |
| 109 |  $SN | SharkNinja, Inc. | $52.8M | 0.3% | +61% | 66.8 |
| 110 |  $SAIL | SailPoint, Inc. | $52.3M | 0.3% | NEW | 49 |
| 111 |  $ENPH | Enphase Energy, Inc. | $52.2M | 0.3% | NEW | 42.9 |
| 112 |  $ITUB | Itau Unibanco Holding S.A. | $51.1M | 0.3% | +1% | — |
| 113 |  $PENG | Penguin Solutions, Inc. | $51.1M | 0.3% | NEW | 49.2 |
| 114 |  $SPXC | SPX Technologies, Inc. | $50.3M | 0.3% | -27% | 69.2 |
| 115 |  $CUBB | Customers Bancorp, Inc. | $50.2M | 0.3% | +2% | — |
| 116 |  $TER | TERADYNE, INC | $50.1M | 0.3% | -44% | 77.3 |
| 117 |  $TTI | TETRA TECHNOLOGIES INC | $49.6M | 0.3% | +22% | 38.3 |
| 118 |  $KGS | Kodiak Gas Services, Inc. | $49.3M | 0.3% | NEW | 57 |
| 119 |  $INVX | Innovex International, Inc. | $48.6M | 0.3% | +27% | 63.2 |
| 120 |  $ICHR | ICHOR HOLDINGS, LTD. | $48.5M | 0.3% | +45% | — |
| 121 |  $FIVN | Five9, Inc. | $48.3M | 0.3% | NEW | 59.7 |
| 122 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $47.5M | 0.3% | +41% | 60.3 |
| 123 |  $PRM | Perimeter Solutions, Inc. | $47.3M | 0.3% | NEW | 48.3 |
| 124 |  $ENVA | Enova International, Inc. | $46.9M | 0.3% | NEW | 69.9 |
| 125 |  $FEIM | FREQUENCY ELECTRONICS INC | $46.9M | 0.3% | +44% | 31.3 |
| 126 |  $FSLY | Fastly, Inc. | $46.7M | 0.3% | +204% | 44.6 |
| 127 |  $ORA | ORMAT TECHNOLOGIES, INC. | $46.2M | 0.3% | -10% | 49.8 |
| 128 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $45.9M | 0.3% | +17% | — |
| 129 |  $COHU | COHU INC | $45.6M | 0.3% | +15% | 38.3 |
| 130 |  $AFRM | Affirm Holdings, Inc. | $43.8M | 0.3% | NEW | 81.3 |
| 131 |  $GGAL | GRUPO FINANCIERO GALICIA SA | $43.0M | 0.3% | -19% | — |
| 132 |  $BLZE | Backblaze, Inc. | $42.6M | 0.3% | NEW | 47.7 |
| 133 |  $LIVN | LivaNova PLC | $42.4M | 0.3% | -5% | — |
| 134 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $41.9M | 0.2% | -30% | 40.7 |
| 135 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $41.4M | 0.2% | +24% | 56.9 |
| 136 |  $MTDR | Matador Resources Co | $41.3M | 0.2% | -30% | 65.9 |
| 137 |  $NP | Neptune Insurance Holdings Inc. | $40.9M | 0.2% | NEW | 68.2 |
| 138 |  $ATI | ATI INC | $40.4M | 0.2% | -4% | 63.1 |
| 139 |  $TPR | TAPESTRY, INC. | $40.4M | 0.2% | +1% | 72.7 |
| 140 |  $TDY | TELEDYNE TECHNOLOGIES INC | $39.5M | 0.2% | +14% | 67.2 |
| 141 |  $RBRK | Rubrik, Inc. | $39.5M | 0.2% | NEW | 56.6 |
| 142 |  $PSMT | PRICESMART INC | $39.2M | 0.2% | +15% | 57.8 |
| 143 |  $DSGN | Design Therapeutics, Inc. | $38.5M | 0.2% | +53% | — |
| 144 |  $ECPG | ENCORE CAPITAL GROUP INC | $38.2M | 0.2% | NEW | 70.9 |
| 145 |  $LGND | LIGAND PHARMACEUTICALS INC | $37.5M | 0.2% | +0% | 76 |
| 146 |  $TDW | TIDEWATER INC | $37.2M | 0.2% | -26% | 64.3 |
| 147 |  $CLDX | Celldex Therapeutics, Inc. | $36.8M | 0.2% | NEW | 8.4 |
| 148 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $36.8M | 0.2% | -16% | 68.7 |
| 149 |  $NEO | NEOGENOMICS INC | $36.6M | 0.2% | +46% | 34.3 |
| 150 |  $FCEL | FUELCELL ENERGY INC | $36.5M | 0.2% | NEW | 34.9 |
New Positions (83)
$CRDO Credo Technology Group Holding Ltd$140.6M$CDNS CADENCE DESIGN SYSTEMS INC$110.2M$ALAB Astera Labs, Inc.$94.0M$BAND Bandwidth Inc.$87.9M$CIFR Cipher Digital Inc.$86.9M$SEZL Sezzle Inc.$81.7M$BROS Dutch Bros Inc.$79.7M$FLYW Flywire Corp$79.2M$FROG JFrog Ltd$73.1M$FLNC Fluence Energy, Inc.$71.1M$MELI MERCADOLIBRE INC$68.1M$VCYT VERACYTE, INC.$61.4M$AAMI Acadian Asset Management Inc.$56.4M$SAIL SailPoint, Inc.$52.3M$ENPH Enphase Energy, Inc.$52.2MExited Positions (85)
$EYE National Vision Holdings, Inc.
$YUMC Yum China Holdings, Inc.
$BBIO BridgeBio Pharma, Inc.
$KRMN Karman Holdings Inc.
$FTI TechnipFMC plc
$CGON CG Oncology, Inc.
$FLS FLOWSERVE CORP
$MEOH METHANEX CORP
$CAMT CAMTEK LTD
$NUVL Nuvalent, Inc.
$RIG Transocean Ltd.
$SITE SiteOne Landscape Supply, Inc.
$TNL Travel & Leisure Co.
$AXON AXON ENTERPRISE, INC.
$MKTX MARKETAXESS HOLDINGS INCBrowse Top Institutional Investors
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