Driehaus Capital Management LLC 13F holdings
Driehaus Capital Management LLC reported 353 positions with a total reported value of $17.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TSM TSMC (2.7%), DFTX Definium Therapeutics Inc (1.9%), PRAX Praxis Precision Medicines Inc (1.9%), XENE Xenon Pharmaceuticals Inc (1.5%), SIMO Silicon Motion Technology Corp (1.5%). Against 2026-03-31 it opened 84 new positions and exited 86. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 353 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TSM TSMC | 984,500 | $470.2M | 2.7% |
| DFTX Definium Therapeutics Inc | 6,845,276 | $322.0M | 1.9% |
| PRAX Praxis Precision Medicines Inc | 959,048 | $321.1M | 1.9% |
| XENE Xenon Pharmaceuticals Inc | 4,418,557 | $266.7M | 1.5% |
| SIMO Silicon Motion Technology Corp | 786,074 | $262.0M | 1.5% |
| SYRE Spyre Therapeutics Inc | 2,799,166 | $248.5M | 1.4% |
| CRNX Crinetics Pharmaceuticals Inc | 6,463,551 | $241.9M | 1.4% |
| APGE Apogee Therapeutics Inc | 1,740,101 | $231.0M | 1.3% |
| GH Guardant Health Inc | 1,533,985 | $230.1M | 1.3% |
| PL Planet Labs PBC | 6,721,154 | $222.7M | 1.3% |
| BAP Credicorp Ltd | 557,228 | $217.1M | 1.3% |
| EWTX Edgewise Therapeutics Inc | 4,728,623 | $192.1M | 1.1% |
| VICR Vicor Corp | 496,507 | $188.6M | 1.1% |
| UCTT Ultra Clean Holdings Inc | 1,309,202 | $186.7M | 1.1% |
| CW Curtiss-Wright Corp | 229,123 | $173.6M | 1.0% |
| XMTR Xometry Inc | 1,768,213 | $170.7M | 1.0% |
| WULF Terawulf Inc | 6,163,879 | $152.2M | 0.9% |
| SEPN Septerna Inc | 4,433,058 | $148.5M | 0.9% |
| NXT Nextpower Inc | 1,207,194 | $143.8M | 0.8% |
| CECO CECO Environmental Corp | 1,560,486 | $141.6M | 0.8% |
| CRDO Credo Technology Group Holding | 517,062 | $140.6M | 0.8% |
| CRS Carpenter Technology Corp | 227,203 | $140.1M | 0.8% |
| IBN ICICI Bank Ltd | 4,826,120 | $140.1M | 0.8% |
| LASR nLight Inc | 1,986,119 | $138.3M | 0.8% |
| ONTO Onto Innovation Inc | 354,650 | $134.2M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 84 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CRDO Credo Technology Group Holding | 517,062 | $140.6M | 0.8% |
| CDNS Cadence Design Systems Inc | 293,693 | $110.2M | 0.6% |
| ALAB Astera Labs Inc | 194,619 | $94.0M | 0.5% |
| BAND Bandwidth Inc | 1,388,899 | $87.9M | 0.5% |
| CIFR Cipher Mining Inc | 3,548,322 | $86.9M | 0.5% |
| SEZL Sezzle Inc | 476,026 | $81.7M | 0.5% |
| BROS Dutch Bros Inc | 1,109,974 | $79.7M | 0.5% |
| FLYW Flywire Corp | 4,506,928 | $79.2M | 0.5% |
| FROG JFrog Ltd | 804,703 | $73.1M | 0.4% |
| FLNC Fluence Energy Inc | 3,575,964 | $71.1M | 0.4% |
| MELI MercadoLibre Inc | 40,135 | $68.1M | 0.4% |
| VCYT Veracyte Inc | 1,045,826 | $61.4M | 0.4% |
| AAMI Acadian Asset Management Inc | 788,901 | $56.4M | 0.3% |
| SAIL SailPoint Inc | 3,574,494 | $52.3M | 0.3% |
| ENPH Enphase Energy Inc | 1,059,929 | $52.2M | 0.3% |
| PENG Penguin Solutions Inc | 672,847 | $51.1M | 0.3% |
| KGS Kodiak Gas Services Inc | 655,608 | $49.3M | 0.3% |
| FIVN Five9 Inc | 2,265,900 | $48.3M | 0.3% |
| PRM Perimeter Solutions Inc | 1,327,763 | $47.3M | 0.3% |
| Enova International Inc | 194,994 | $46.9M | 0.3% |
| AFRM Affirm Holdings Inc | 537,519 | $43.8M | 0.3% |
| BLZE Backblaze Inc | 2,688,044 | $42.6M | 0.2% |
| Neptune Insurance Holdings Inc | 1,297,130 | $40.9M | 0.2% |
| RBRK Rubrik Inc | 492,208 | $39.5M | 0.2% |
| ECPG Encore Capital Group Inc | 409,924 | $38.2M | 0.2% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 86 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| EYE National Vision Holdings Inc | 3,471,774 | $89.9M | 0.7% |
| YUMC Yum China Holdings Inc | 1,831,286 | $89.3M | 0.7% |
| BBIO Bridgebio Pharma Inc | 1,146,671 | $85.2M | 0.6% |
| KRMN Karman Holdings Inc | 977,353 | $78.2M | 0.6% |
| FTI TechnipFMC PLC | 1,040,195 | $71.9M | 0.5% |
| CGON CG oncology Inc | 999,623 | $67.7M | 0.5% |
| FLS Flowserve Corp | 802,581 | $59.0M | 0.4% |
| MEOH Methanex Corp | 974,088 | $58.0M | 0.4% |
| CAMT Camtek Ltd/Israel | 332,148 | $50.4M | 0.4% |
| NUVL Nuvalent Inc | 481,180 | $49.3M | 0.4% |
| RIG Transocean Ltd | 7,210,869 | $47.8M | 0.4% |
| SITE SiteOne Landscape Supply Inc | 344,819 | $45.9M | 0.3% |
| TNL Travel and Leisure Co | 638,965 | $44.2M | 0.3% |
| AXON Axon Enterprise Inc | 95,057 | $40.4M | 0.3% |
| MKTX MarketAxess Holdings Inc | 239,256 | $39.5M | 0.3% |
| CHRD Chord Energy Corp | 266,887 | $37.9M | 0.3% |
| DOO BRP Inc | 445,762 | $32.0M | 0.2% |
| OSIS OSI Systems Inc | 117,963 | $31.3M | 0.2% |
| Brinker International Inc | 215,492 | $30.8M | 0.2% |
| PPTA Perpetua Resources Corp | 1,086,004 | $30.5M | 0.2% |
| LendingClub Corp | 2,009,676 | $28.8M | 0.2% |
| AEM Agnico Eagle Mines Ltd | 141,100 | $28.6M | 0.2% |
| PTEN Patterson-UTI Energy Inc | 2,559,637 | $27.7M | 0.2% |
| GFF Griffon Corp | 349,580 | $25.4M | 0.2% |
| JBTM JBT Marel Corp | 195,795 | $25.0M | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VICR Vicor Corp | 189,463 | 496,507 | +162.1% | $188.6M |
| DAVE Dave Inc | 62,334 | 331,537 | +431.9% | $123.5M |
| SIMO Silicon Motion Technology Corp | 509,975 | 786,074 | +54.1% | $262.0M |
| LTH Life Time Group Holdings Inc | 648,106 | 2,864,852 | +342.0% | $117.0M |
| CECO CECO Environmental Corp | 639,892 | 1,560,486 | +143.9% | $141.6M |
| VALE Vale SA | 3,667,947 | 7,236,306 | +97.3% | $108.8M |
| WT WisdomTree Inc | 1,644,242 | 4,702,705 | +186.0% | $79.7M |
| CDNL Cardinal Infrastructure Group | 660,514 | 1,208,910 | +83.0% | $113.9M |
| RSI Rush Street Interactive Inc | 2,616,159 | 4,341,612 | +66.0% | $129.1M |
| SCCO Southern Copper Corp | 323,715 | 611,241 | +88.8% | $106.5M |
| TWST Twist Bioscience Corp | 584,696 | 1,022,526 | +74.9% | $105.2M |
| DFTX Definium Therapeutics Inc | 5,911,889 | 6,845,276 | +15.8% | $322.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FN Fabrinet | 391,081 | 17,971 | -95.4% | $10.1M |
| BE Bloom Energy Corp | 849,801 | 390,259 | -54.1% | $118.1M |
| TSM TSMC | 1,264,890 | 984,500 | -22.2% | $470.2M |
| LITE Lumentum Holdings Inc | 228,995 | 82,768 | -63.9% | $71.0M |
| COHR Coherent Corp | 516,229 | 259,497 | -49.7% | $102.4M |
| VSEC VSE Corp | 509,146 | 116,779 | -77.1% | $26.7M |
| FTAI FTAI Aviation Ltd | 579,521 | 278,208 | -52.0% | $75.3M |
| AAOI Applied Optoelectronics Inc | 632,337 | 139,416 | -78.0% | $20.7M |
| IDCC InterDigital Inc | 417,727 | 189,872 | -54.5% | $53.8M |
| MYRG MYR Group Inc | 238,185 | 109,316 | -54.1% | $54.7M |
| UEC Uranium Energy Corp | 8,334,245 | 2,918,212 | -65.0% | $31.1M |
| CRS Carpenter Technology Corp | 315,457 | 227,203 | -28.0% | $140.1M |
CIK 938206 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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