Driehaus Capital Management LLC portfolio
Managed by . 355 reported positions worth $13.6B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| YUMC | Yum China Holdings Inc | $89.3M | 1,831,286 | 0.66% |
| MTDR | Matador Resources Co | $75.1M | 1,189,054 | 0.55% |
| CAVA | Cava Group Inc | $68.5M | 846,738 | 0.50% |
| CGON | CG oncology Inc | $67.7M | 999,623 | 0.50% |
| MEOH | Methanex Corp | $58.0M | 974,088 | 0.43% |
| TSEM | Tower Semiconductor Ltd | $57.2M | 326,103 | 0.42% |
| AEIS | Advanced Energy Industries Inc | $57.1M | 177,018 | 0.42% |
| KNX | Knight-Swift Transportation Ho | $55.6M | 964,882 | 0.41% |
| GKOS | Glaukos Corp | $52.5M | 487,912 | 0.39% |
| TS | Tenaris SA | $51.7M | 888,346 | 0.38% |
| RIG | Transocean Ltd | $47.8M | 7,210,869 | 0.35% |
| DOCN | DigitalOcean Holdings Inc | $45.0M | 524,184 | 0.33% |
| FCFS | FirstCash Holdings Inc | $42.0M | 223,526 | 0.31% |
| BKU | BankUnited Inc | $41.5M | 919,035 | 0.31% |
| FPS | Forgent Power Solutions Inc | $40.5M | 1,384,123 | 0.30% |
| ZWS | Zurn Elkay Water Solutions Cor | $40.2M | 897,614 | 0.30% |
| MKTX | MarketAxess Holdings Inc | $39.5M | 239,256 | 0.29% |
| MWH | Solv Energy Inc | $38.2M | 1,270,506 | 0.28% |
| TEX | Terex Corp | $38.0M | 642,423 | 0.28% |
| CHRD | Chord Energy Corp | $37.9M | 266,887 | 0.28% |
| INVX | Innovex International Inc | $37.5M | 1,536,309 | 0.28% |
| PBF | PBF Energy Inc | $33.9M | 711,972 | 0.25% |
| EAT | Brinker International Inc | $30.8M | 215,492 | 0.23% |
| VICR | Vicor Corp | $30.5M | 189,463 | 0.22% |
| ASND | Ascendis Pharma A/S | $29.2M | 127,562 | 0.21% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| HDB | HDFC Bank Ltd | $136.0M | 3,722,331 | 0.00% |
| PI | Impinj Inc | $128.3M | 737,474 | 0.00% |
| WFRD | Weatherford International PLC | $108.3M | 1,384,142 | 0.00% |
| EMBJ | Embraer SA | $102.4M | 1,590,028 | 0.00% |
| CVNA | Carvana Co | $95.8M | 226,963 | 0.00% |
| AVAV | AeroVironment Inc | $77.4M | 319,833 | 0.00% |
| TCOM | Trip.com Group Ltd | $77.1M | 1,072,741 | 0.00% |
| PAY | Paymentus Holdings Inc | $70.7M | 2,239,138 | 0.00% |
| HCI | HCI Group Inc | $66.4M | 346,329 | 0.00% |
| BOOT | Boot Barn Holdings Inc | $63.6M | 360,278 | 0.00% |
| ATEC | Alphatec Holdings Inc | $60.1M | 2,858,771 | 0.00% |
| CRDO | Credo Technology Group Holding | $55.2M | 383,696 | 0.00% |
| GRAB | Grab Holdings Ltd | $54.9M | 11,003,892 | 0.00% |
| MIR | Mirion Technologies Inc | $53.8M | 2,299,122 | 0.00% |
| 62C | Piper Sandler Cos | $51.6M | 152,006 | 0.00% |
| WGS | GeneDx Holdings Corp | $51.4M | 395,323 | 0.00% |
| BROS | Dutch Bros Inc | $48.4M | 790,451 | 0.00% |
| IRTC | iRhythm Technologies Inc | $47.5M | 267,968 | 0.00% |
| SE | Sea Ltd | $47.4M | 371,261 | 0.00% |
| CLS | Celestica Inc | $47.2M | 159,795 | 0.00% |
| THO | Thor Industries Inc | $43.9M | 427,944 | 0.00% |
| GLOB | Globant SA | $43.5M | 665,035 | 0.00% |
| HOOD | Robinhood Markets Inc | $40.4M | 357,488 | 0.00% |
| CCB | Coastal Financial Corp/WA | $39.5M | 344,364 | 0.00% |
| HBM | Hudbay Minerals Inc | $39.3M | 1,977,986 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PRAX | Praxis Precision Medicines Inc | $305.8M | 949,225 | 2.25% | +2% |
| FN | Fabrinet | $204.0M | 391,081 | 1.50% | +62% |
| EWTX | Edgewise Therapeutics Inc | $141.1M | 4,477,942 | 1.04% | +7% |
| IDCC | InterDigital Inc | $126.2M | 417,727 | 0.93% | +11% |
| NXT | Nextpower Inc | $125.1M | 1,037,551 | 0.92% | +30% |
| COHR | Coherent Corp | $123.0M | 516,229 | 0.90% | +15% |
| BE | Bloom Energy Corp | $115.1M | 849,801 | 0.85% | +65% |
| IBN | ICICI Bank Ltd | $110.3M | 4,256,860 | 0.81% | +5% |
| MOD | Modine Manufacturing Co | $107.2M | 494,734 | 0.79% | +3% |
| LASR | nLight Inc | $101.1M | 1,772,697 | 0.74% | +142% |
| VIST | Vista Energy SAB de CV | $94.5M | 1,251,586 | 0.69% | +73% |
| SEI | Solaris Energy Infrastructure | $92.0M | 1,628,174 | 0.68% | +33% |
| SAIA | Saia Inc | $90.6M | 257,963 | 0.67% | +76% |
| IMNM | Immunome Inc | $89.7M | 4,099,901 | 0.66% | +11% |
| FMX | Fomento Economico Mexicano SAB | $89.2M | 803,253 | 0.66% | +19% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GIL | Gildan Activewear Inc | $501,407 | 9,010 | 0.00% | -98% |
| CPA | Copa Holdings SA | $2.3M | 19,993 | 0.02% | -97% |
| TMDX | TransMedics Group Inc | $4.0M | 40,114 | 0.03% | -94% |
| TTWO | Take-Two Interactive Software | $1.1M | 5,734 | 0.01% | -94% |
| DQ | Daqo New Energy Corp | $1.7M | 80,606 | 0.01% | -90% |
| RVMDW | REVOLUTION MEDICINES INC | $34,800 | 20,000 | 0.00% | -85% |
| RMBS | Rambus Inc | $15.0M | 173,953 | 0.11% | -82% |
| LEU | Centrus Energy Corp | $8.3M | 47,960 | 0.06% | -80% |
| ARLO | Arlo Technologies Inc | $5.8M | 407,237 | 0.04% | -79% |
| PGEN | Precigen Inc | $3.1M | 793,773 | 0.02% | -78% |
| DAVE | Dave Inc | $10.9M | 62,334 | 0.08% | -76% |
| ATAT | Atour Lifestyle Holdings Ltd | $1.9M | 52,023 | 0.01% | -73% |
| SGI | Somnigroup International Inc | $10.0M | 134,705 | 0.07% | -71% |
| XERS | Xeris Biopharma Holdings Inc | $5.2M | 902,740 | 0.04% | -70% |
| PRCH | Porch Group Inc | $5.5M | 760,624 | 0.04% | -69% |
Largest 150 of 355 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TSM | TSMC | $427.5M | 1,264,890 | 3.14% | — |
| PRAX | Praxis Precision Medicines Inc | $305.8M | 949,225 | 2.25% | — |
| XENE | Xenon Pharmaceuticals Inc | $261.2M | 4,491,653 | 1.92% | — |
| CRNX | Crinetics Pharmaceuticals Inc | $232.3M | 6,395,922 | 1.71% | — |
| PL | Planet Labs PBC | $221.3M | 7,918,693 | 1.63% | — |
| FN | Fabrinet | $204.0M | 391,081 | 1.50% | — |
| APGE | Apogee Therapeutics Inc | $161.7M | 1,920,800 | 1.19% | — |
| LITE | Lumentum Holdings Inc | $160.9M | 228,995 | 1.18% | — |
| CW | Curtiss-Wright Corp | $153.8M | 225,759 | 1.13% | — |
| BAP | Credicorp Ltd | $152.9M | 450,730 | 1.12% | — |
| FTAI | FTAI Aviation Ltd | $142.0M | 579,521 | 1.04% | — |
| EWTX | Edgewise Therapeutics Inc | $141.1M | 4,477,942 | 1.04% | — |
| GH | Guardant Health Inc | $140.8M | 1,524,282 | 1.03% | — |
| SYRE | Spyre Therapeutics Inc | $140.8M | 2,790,785 | 1.03% | — |
| IDCC | InterDigital Inc | $126.2M | 417,727 | 0.93% | — |
| NXT | Nextpower Inc | $125.1M | 1,037,551 | 0.92% | — |
| CRS | Carpenter Technology Corp | $124.3M | 315,457 | 0.91% | — |
| COHR | Coherent Corp | $123.0M | 516,229 | 0.90% | — |
| BE | Bloom Energy Corp | $115.1M | 849,801 | 0.85% | — |
| UEC | Uranium Energy Corp | $112.5M | 8,334,245 | 0.83% | — |
| DFTX | Definium Therapeutics Inc | $111.7M | 5,911,889 | 0.82% | — |
| IBN | ICICI Bank Ltd | $110.3M | 4,256,860 | 0.81% | — |
| CCJ | Cameco Corp | $110.0M | 1,012,600 | 0.81% | — |
| MOD | Modine Manufacturing Co | $107.2M | 494,734 | 0.79% | — |
| SEPN | Septerna Inc | $105.6M | 4,395,572 | 0.78% | — |
| NU | NU Holdings Ltd/Cayman Islands | $104.7M | 7,288,282 | 0.77% | — |
| LASR | nLight Inc | $101.1M | 1,772,697 | 0.74% | — |
| VIST | Vista Energy SAB de CV | $94.5M | 1,251,586 | 0.69% | — |
| SRRK | Scholar Rock Holding Corp | $94.4M | 1,920,233 | 0.69% | — |
| VSEC | VSE Corp | $93.9M | 509,146 | 0.69% | — |
| SEI | Solaris Energy Infrastructure | $92.0M | 1,628,174 | 0.68% | — |
| SAIA | Saia Inc | $90.6M | 257,963 | 0.67% | — |
| EYE | National Vision Holdings Inc | $89.9M | 3,471,774 | 0.66% | — |
| IMNM | Immunome Inc | $89.7M | 4,099,901 | 0.66% | — |
| YUMC | Yum China Holdings Inc | $89.3M | 1,831,286 | 0.66% | — |
| FMX | Fomento Economico Mexicano SAB | $89.2M | 803,253 | 0.66% | — |
| ROAD | Construction Partners Inc | $88.3M | 794,464 | 0.65% | — |
| WULF | Terawulf Inc | $87.5M | 6,063,000 | 0.64% | — |
| KYMR | Kymera Therapeutics Inc | $86.9M | 1,043,583 | 0.64% | — |
| BBIO | Bridgebio Pharma Inc | $85.2M | 1,146,671 | 0.63% | — |
| SITM | SiTime Corp | $78.7M | 227,965 | 0.58% | — |
| KRMN | Karman Holdings Inc | $78.2M | 977,353 | 0.58% | — |
| GPCR | Structure Therapeutics Inc | $76.0M | 1,577,356 | 0.56% | — |
| PTGX | Protagonist Therapeutics Inc | $76.0M | 720,928 | 0.56% | — |
| MTDR | Matador Resources Co | $75.1M | 1,189,054 | 0.55% | — |
| MTSI | MACOM Technology Solutions Hol | $74.8M | 336,813 | 0.55% | — |
| ARWR | Arrowhead Pharmaceuticals Inc | $74.6M | 1,190,335 | 0.55% | — |
| EOSE | Eos Energy Enterprises Inc | $73.8M | 14,869,170 | 0.54% | — |
| COCO | Vita Coco Co Inc/The | $73.0M | 1,523,647 | 0.54% | — |
| FTI | TechnipFMC PLC | $71.9M | 1,040,195 | 0.53% | — |
| SQM | Sociedad Quimica y Minera de C | $70.1M | 866,592 | 0.52% | — |
| SNEX | StoneX Group Inc | $69.5M | 861,530 | 0.51% | — |
| ULS | UL Solutions Inc | $69.5M | 810,615 | 0.51% | — |
| PTCT | PTC Therapeutics Inc | $69.2M | 1,015,772 | 0.51% | — |
| STRL | Sterling Infrastructure Inc | $68.5M | 168,209 | 0.50% | — |
| CAVA | Cava Group Inc | $68.5M | 846,738 | 0.50% | — |
| CGON | CG oncology Inc | $67.7M | 999,623 | 0.50% | — |
| MYRG | MYR Group Inc | $67.2M | 238,185 | 0.49% | — |
| UCTT | Ultra Clean Holdings Inc | $66.1M | 1,062,376 | 0.49% | — |
| ONTO | Onto Innovation Inc | $65.7M | 320,534 | 0.48% | — |
| TARS | Tarsus Pharmaceuticals Inc | $65.0M | 926,125 | 0.48% | — |
| AMPX | Amprius Technologies Inc | $64.0M | 3,794,178 | 0.47% | — |
| UTI | Universal Technical Institute | $63.4M | 1,756,551 | 0.47% | — |
| TDW | Tidewater Inc | $63.4M | 758,536 | 0.47% | — |
| IMAX | IMAX Corp | $62.8M | 1,651,711 | 0.46% | — |
| XMTR | Xometry Inc | $61.8M | 1,512,855 | 0.45% | — |
| FIGS | Figs Inc | $61.7M | 4,174,257 | 0.45% | — |
| IAG | IAMGOLD Corp | $61.1M | 3,250,240 | 0.45% | — |
| ECG | Everus Construction Group Inc | $60.9M | 515,769 | 0.45% | — |
| ALM | Almonty Industries Inc | $59.3M | 4,095,335 | 0.44% | — |
| FLS | Flowserve Corp | $59.0M | 802,581 | 0.43% | — |
| VALE | Vale SA | $58.4M | 3,667,947 | 0.43% | — |
| MDGL | Madrigal Pharmaceuticals Inc | $58.1M | 110,960 | 0.43% | — |
| MEOH | Methanex Corp | $58.0M | 974,088 | 0.43% | — |
| INDV | Indivior Pharmaceuticals Inc | $57.3M | 1,880,039 | 0.42% | — |
| SIMO | Silicon Motion Technology Corp | $57.3M | 509,975 | 0.42% | — |
| TSEM | Tower Semiconductor Ltd | $57.2M | 326,103 | 0.42% | — |
| AEIS | Advanced Energy Industries Inc | $57.1M | 177,018 | 0.42% | — |
| RSI | Rush Street Interactive Inc | $56.9M | 2,616,159 | 0.42% | — |
| NTRA | Natera Inc | $56.9M | 284,338 | 0.42% | — |
| FIX | Comfort Systems USA Inc | $56.7M | 41,105 | 0.42% | — |
| SPXC | SPX Technologies Inc | $55.9M | 279,709 | 0.41% | — |
| TPB | Turning Point Brands Inc | $55.8M | 642,731 | 0.41% | — |
| SCCO | Southern Copper Corp | $55.7M | 323,715 | 0.41% | — |
| KNX | Knight-Swift Transportation Ho | $55.6M | 964,882 | 0.41% | — |
| PWR | Quanta Services Inc | $55.2M | 100,573 | 0.41% | — |
| TER | Teradyne Inc | $54.8M | 184,765 | 0.40% | — |
| AAOI | Applied Optoelectronics Inc | $53.5M | 632,337 | 0.39% | — |
| ORA | Ormat Technologies Inc | $52.8M | 471,767 | 0.39% | — |
| GKOS | Glaukos Corp | $52.5M | 487,912 | 0.39% | — |
| ARQT | Arcutis Biotherapeutics Inc | $52.4M | 2,226,029 | 0.39% | — |
| ESE | ESCO Technologies Inc | $52.3M | 185,705 | 0.38% | — |
| ITUB | Itau Unibanco Holding SA | $52.1M | 6,221,566 | 0.38% | — |
| TS | Tenaris SA | $51.7M | 888,346 | 0.38% | — |
| LGN | Legence Corp | $51.6M | 914,566 | 0.38% | — |
| CAMT | Camtek Ltd/Israel | $50.4M | 332,148 | 0.37% | — |
| GGAL | Grupo Financiero Galicia SA | $49.8M | 1,067,209 | 0.37% | — |
| AXSM | Axsome Therapeutics Inc | $49.4M | 292,370 | 0.36% | — |
| Nuvalent Inc | Nuvalent Inc | $49.3M | 481,180 | 0.36% | — |
| SMTC | Semtech Corp | $48.3M | 628,456 | 0.36% | — |
| RIG | Transocean Ltd | $47.8M | 7,210,869 | 0.35% | — |
| UAMY | United States Antimony Corp | $46.7M | 5,345,710 | 0.34% | — |
| PAAS | Pan American Silver Corp | $46.6M | 853,185 | 0.34% | — |
| DY | Dycom Industries Inc | $46.5M | 137,343 | 0.34% | — |
| ONC | BeOne Medicines Ltd | $46.0M | 155,002 | 0.34% | — |
| SITE | SiteOne Landscape Supply Inc | $45.9M | 344,819 | 0.34% | — |
| DOCN | DigitalOcean Holdings Inc | $45.0M | 524,184 | 0.33% | — |
| TNL | Travel and Leisure Co | $44.2M | 638,965 | 0.32% | — |
| TNDM | Tandem Diabetes Care Inc | $44.2M | 2,304,414 | 0.32% | — |
| NXE | NexGen Energy Ltd | $43.8M | 3,773,019 | 0.32% | — |
| CR | Crane Co | $43.3M | 253,498 | 0.32% | — |
| CUBI | Customers Bancorp Inc | $43.3M | 623,514 | 0.32% | — |
| FCFS | FirstCash Holdings Inc | $42.0M | 223,526 | 0.31% | — |
| AMLX | Amylyx Pharmaceuticals Inc | $41.5M | 2,987,147 | 0.31% | — |
| BKU | BankUnited Inc | $41.5M | 919,035 | 0.31% | — |
| FPS | Forgent Power Solutions Inc | $40.5M | 1,384,123 | 0.30% | — |
| AXON | Axon Enterprise Inc | $40.4M | 95,057 | 0.30% | — |
| ZWS | Zurn Elkay Water Solutions Cor | $40.2M | 897,614 | 0.30% | — |
| MKTX | MarketAxess Holdings Inc | $39.5M | 239,256 | 0.29% | — |
| 1U5 | WaVe Life Sciences Ltd | $39.4M | 5,431,021 | 0.29% | — |
| TPR | Tapestry Inc | $38.5M | 272,548 | 0.28% | — |
| MWH | Solv Energy Inc | $38.2M | 1,270,506 | 0.28% | — |
| CECO | CECO Environmental Corp | $38.1M | 639,892 | 0.28% | — |
| TVTX | Travere Therapeutics Inc | $38.1M | 1,282,518 | 0.28% | — |
| TEX | Terex Corp | $38.0M | 642,423 | 0.28% | — |
| RYTM | Rhythm Pharmaceuticals Inc | $38.0M | 436,546 | 0.28% | — |
| CHRD | Chord Energy Corp | $37.9M | 266,887 | 0.28% | — |
| MP | MP Materials Corp | $37.6M | 779,468 | 0.28% | — |
| INVX | Innovex International Inc | $37.5M | 1,536,309 | 0.28% | — |
| VSXY | Victoria's Secret & Co | $37.0M | 797,090 | 0.27% | — |
| RBC | RBC Bearings Inc | $36.8M | 67,789 | 0.27% | — |
| FSS | Federal Signal Corp | $36.7M | 339,442 | 0.27% | — |
| FIVE | Five Below Inc | $35.8M | 156,790 | 0.26% | — |
| LECO | Lincoln Electric Holdings Inc | $35.8M | 143,603 | 0.26% | — |
| BW | Babcock & Wilcox Enterprises I | $35.0M | 2,380,613 | 0.26% | — |
| CASY | Casey's General Stores Inc | $34.9M | 47,955 | 0.26% | — |
| LIVN | LivaNova PLC | $34.6M | 543,717 | 0.25% | — |
| PBF | PBF Energy Inc | $33.9M | 711,972 | 0.25% | — |
| MTZ | MasTec Inc | $33.5M | 104,002 | 0.25% | — |
| DOO | BRP Inc | $32.0M | 445,762 | 0.24% | — |
| DRUG | Bright Minds Biosciences Inc | $31.6M | 432,515 | 0.23% | — |
| TDY | Teledyne Technologies Inc | $31.5M | 52,045 | 0.23% | — |
| OSIS | OSI Systems Inc | $31.3M | 117,963 | 0.23% | — |
| ATI | ATI Inc | $30.9M | 212,734 | 0.23% | — |
| EAT | Brinker International Inc | $30.8M | 215,492 | 0.23% | — |
| TTI | TETRA Technologies Inc | $30.6M | 3,591,026 | 0.22% | — |
| PPTA | Perpetua Resources Corp | $30.5M | 1,086,004 | 0.22% | — |
| VICR | Vicor Corp | $30.5M | 189,463 | 0.22% | — |
| MBX | MBX Biosciences Inc | $30.4M | 1,018,212 | 0.22% | — |
| APEI | American Public Education Inc | $30.3M | 532,295 | 0.22% | — |
This table is the 150 largest positions by value, out of 355 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Driehaus Capital Management LLC (CIK 938206, accession 0000938206-26-000031). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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