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13F holdings

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.

$13.6B
Book value
355
Positions
17%
Top 10 weight
+88
New this quarter
-137
Exited
134 days
Age today
How old this actually is

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.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (88)
TickerIssuerValueShares% of book
YUMCYum China Holdings Inc$89.3M1,831,2860.66%
MTDRMatador Resources Co$75.1M1,189,0540.55%
CAVACava Group Inc$68.5M846,7380.50%
CGONCG oncology Inc$67.7M999,6230.50%
MEOHMethanex Corp$58.0M974,0880.43%
TSEMTower Semiconductor Ltd$57.2M326,1030.42%
AEISAdvanced Energy Industries Inc$57.1M177,0180.42%
KNXKnight-Swift Transportation Ho$55.6M964,8820.41%
GKOSGlaukos Corp$52.5M487,9120.39%
TSTenaris SA$51.7M888,3460.38%
RIGTransocean Ltd$47.8M7,210,8690.35%
DOCNDigitalOcean Holdings Inc$45.0M524,1840.33%
FCFSFirstCash Holdings Inc$42.0M223,5260.31%
BKUBankUnited Inc$41.5M919,0350.31%
FPSForgent Power Solutions Inc$40.5M1,384,1230.30%
ZWSZurn Elkay Water Solutions Cor$40.2M897,6140.30%
MKTXMarketAxess Holdings Inc$39.5M239,2560.29%
MWHSolv Energy Inc$38.2M1,270,5060.28%
TEXTerex Corp$38.0M642,4230.28%
CHRDChord Energy Corp$37.9M266,8870.28%
INVXInnovex International Inc$37.5M1,536,3090.28%
PBFPBF Energy Inc$33.9M711,9720.25%
EATBrinker International Inc$30.8M215,4920.23%
VICRVicor Corp$30.5M189,4630.22%
ASNDAscendis Pharma A/S$29.2M127,5620.21%
Closed out (137)
TickerIssuerWas worthShares% of book
HDBHDFC Bank Ltd$136.0M3,722,3310.00%
PIImpinj Inc$128.3M737,4740.00%
WFRDWeatherford International PLC$108.3M1,384,1420.00%
EMBJEmbraer SA$102.4M1,590,0280.00%
CVNACarvana Co$95.8M226,9630.00%
AVAVAeroVironment Inc$77.4M319,8330.00%
TCOMTrip.com Group Ltd$77.1M1,072,7410.00%
PAYPaymentus Holdings Inc$70.7M2,239,1380.00%
HCIHCI Group Inc$66.4M346,3290.00%
BOOTBoot Barn Holdings Inc$63.6M360,2780.00%
ATECAlphatec Holdings Inc$60.1M2,858,7710.00%
CRDOCredo Technology Group Holding$55.2M383,6960.00%
GRABGrab Holdings Ltd$54.9M11,003,8920.00%
MIRMirion Technologies Inc$53.8M2,299,1220.00%
62CPiper Sandler Cos$51.6M152,0060.00%
WGSGeneDx Holdings Corp$51.4M395,3230.00%
BROSDutch Bros Inc$48.4M790,4510.00%
IRTCiRhythm Technologies Inc$47.5M267,9680.00%
SESea Ltd$47.4M371,2610.00%
CLSCelestica Inc$47.2M159,7950.00%
THOThor Industries Inc$43.9M427,9440.00%
GLOBGlobant SA$43.5M665,0350.00%
HOODRobinhood Markets Inc$40.4M357,4880.00%
CCBCoastal Financial Corp/WA$39.5M344,3640.00%
HBMHudbay Minerals Inc$39.3M1,977,9860.00%
Added to (88)
TickerIssuerValueShares% of bookShares Δ
PRAXPraxis Precision Medicines Inc$305.8M949,2252.25%+2%
FNFabrinet$204.0M391,0811.50%+62%
EWTXEdgewise Therapeutics Inc$141.1M4,477,9421.04%+7%
IDCCInterDigital Inc$126.2M417,7270.93%+11%
NXTNextpower Inc$125.1M1,037,5510.92%+30%
COHRCoherent Corp$123.0M516,2290.90%+15%
BEBloom Energy Corp$115.1M849,8010.85%+65%
IBNICICI Bank Ltd$110.3M4,256,8600.81%+5%
MODModine Manufacturing Co$107.2M494,7340.79%+3%
LASRnLight Inc$101.1M1,772,6970.74%+142%
VISTVista Energy SAB de CV$94.5M1,251,5860.69%+73%
SEISolaris Energy Infrastructure$92.0M1,628,1740.68%+33%
SAIASaia Inc$90.6M257,9630.67%+76%
IMNMImmunome Inc$89.7M4,099,9010.66%+11%
FMXFomento Economico Mexicano SAB$89.2M803,2530.66%+19%
Trimmed (151)
TickerIssuerValueShares% of bookShares Δ
GILGildan Activewear Inc$501,4079,0100.00%-98%
CPACopa Holdings SA$2.3M19,9930.02%-97%
TMDXTransMedics Group Inc$4.0M40,1140.03%-94%
TTWOTake-Two Interactive Software$1.1M5,7340.01%-94%
DQDaqo New Energy Corp$1.7M80,6060.01%-90%
RVMDWREVOLUTION MEDICINES INC$34,80020,0000.00%-85%
RMBSRambus Inc$15.0M173,9530.11%-82%
LEUCentrus Energy Corp$8.3M47,9600.06%-80%
ARLOArlo Technologies Inc$5.8M407,2370.04%-79%
PGENPrecigen Inc$3.1M793,7730.02%-78%
DAVEDave Inc$10.9M62,3340.08%-76%
ATATAtour Lifestyle Holdings Ltd$1.9M52,0230.01%-73%
SGISomnigroup International Inc$10.0M134,7050.07%-71%
XERSXeris Biopharma Holdings Inc$5.2M902,7400.04%-70%
PRCHPorch Group Inc$5.5M760,6240.04%-69%
The book

Largest 150 of 355 holdings

TickerIssuerValueShares% of bookShares Δ
TSMTSMC$427.5M1,264,8903.14%
PRAXPraxis Precision Medicines Inc$305.8M949,2252.25%
XENEXenon Pharmaceuticals Inc$261.2M4,491,6531.92%
CRNXCrinetics Pharmaceuticals Inc$232.3M6,395,9221.71%
PLPlanet Labs PBC$221.3M7,918,6931.63%
FNFabrinet$204.0M391,0811.50%
APGEApogee Therapeutics Inc$161.7M1,920,8001.19%
LITELumentum Holdings Inc$160.9M228,9951.18%
CWCurtiss-Wright Corp$153.8M225,7591.13%
BAPCredicorp Ltd$152.9M450,7301.12%
FTAIFTAI Aviation Ltd$142.0M579,5211.04%
EWTXEdgewise Therapeutics Inc$141.1M4,477,9421.04%
GHGuardant Health Inc$140.8M1,524,2821.03%
SYRESpyre Therapeutics Inc$140.8M2,790,7851.03%
IDCCInterDigital Inc$126.2M417,7270.93%
NXTNextpower Inc$125.1M1,037,5510.92%
CRSCarpenter Technology Corp$124.3M315,4570.91%
COHRCoherent Corp$123.0M516,2290.90%
BEBloom Energy Corp$115.1M849,8010.85%
UECUranium Energy Corp$112.5M8,334,2450.83%
DFTXDefinium Therapeutics Inc$111.7M5,911,8890.82%
IBNICICI Bank Ltd$110.3M4,256,8600.81%
CCJCameco Corp$110.0M1,012,6000.81%
MODModine Manufacturing Co$107.2M494,7340.79%
SEPNSepterna Inc$105.6M4,395,5720.78%
NUNU Holdings Ltd/Cayman Islands$104.7M7,288,2820.77%
LASRnLight Inc$101.1M1,772,6970.74%
VISTVista Energy SAB de CV$94.5M1,251,5860.69%
SRRKScholar Rock Holding Corp$94.4M1,920,2330.69%
VSECVSE Corp$93.9M509,1460.69%
SEISolaris Energy Infrastructure$92.0M1,628,1740.68%
SAIASaia Inc$90.6M257,9630.67%
EYENational Vision Holdings Inc$89.9M3,471,7740.66%
IMNMImmunome Inc$89.7M4,099,9010.66%
YUMCYum China Holdings Inc$89.3M1,831,2860.66%
FMXFomento Economico Mexicano SAB$89.2M803,2530.66%
ROADConstruction Partners Inc$88.3M794,4640.65%
WULFTerawulf Inc$87.5M6,063,0000.64%
KYMRKymera Therapeutics Inc$86.9M1,043,5830.64%
BBIOBridgebio Pharma Inc$85.2M1,146,6710.63%
SITMSiTime Corp$78.7M227,9650.58%
KRMNKarman Holdings Inc$78.2M977,3530.58%
GPCRStructure Therapeutics Inc$76.0M1,577,3560.56%
PTGXProtagonist Therapeutics Inc$76.0M720,9280.56%
MTDRMatador Resources Co$75.1M1,189,0540.55%
MTSIMACOM Technology Solutions Hol$74.8M336,8130.55%
ARWRArrowhead Pharmaceuticals Inc$74.6M1,190,3350.55%
EOSEEos Energy Enterprises Inc$73.8M14,869,1700.54%
COCOVita Coco Co Inc/The$73.0M1,523,6470.54%
FTITechnipFMC PLC$71.9M1,040,1950.53%
SQMSociedad Quimica y Minera de C$70.1M866,5920.52%
SNEXStoneX Group Inc$69.5M861,5300.51%
ULSUL Solutions Inc$69.5M810,6150.51%
PTCTPTC Therapeutics Inc$69.2M1,015,7720.51%
STRLSterling Infrastructure Inc$68.5M168,2090.50%
CAVACava Group Inc$68.5M846,7380.50%
CGONCG oncology Inc$67.7M999,6230.50%
MYRGMYR Group Inc$67.2M238,1850.49%
UCTTUltra Clean Holdings Inc$66.1M1,062,3760.49%
ONTOOnto Innovation Inc$65.7M320,5340.48%
TARSTarsus Pharmaceuticals Inc$65.0M926,1250.48%
AMPXAmprius Technologies Inc$64.0M3,794,1780.47%
UTIUniversal Technical Institute$63.4M1,756,5510.47%
TDWTidewater Inc$63.4M758,5360.47%
IMAXIMAX Corp$62.8M1,651,7110.46%
XMTRXometry Inc$61.8M1,512,8550.45%
FIGSFigs Inc$61.7M4,174,2570.45%
IAGIAMGOLD Corp$61.1M3,250,2400.45%
ECGEverus Construction Group Inc$60.9M515,7690.45%
ALMAlmonty Industries Inc$59.3M4,095,3350.44%
FLSFlowserve Corp$59.0M802,5810.43%
VALEVale SA$58.4M3,667,9470.43%
MDGLMadrigal Pharmaceuticals Inc$58.1M110,9600.43%
MEOHMethanex Corp$58.0M974,0880.43%
INDVIndivior Pharmaceuticals Inc$57.3M1,880,0390.42%
SIMOSilicon Motion Technology Corp$57.3M509,9750.42%
TSEMTower Semiconductor Ltd$57.2M326,1030.42%
AEISAdvanced Energy Industries Inc$57.1M177,0180.42%
RSIRush Street Interactive Inc$56.9M2,616,1590.42%
NTRANatera Inc$56.9M284,3380.42%
FIXComfort Systems USA Inc$56.7M41,1050.42%
SPXCSPX Technologies Inc$55.9M279,7090.41%
TPBTurning Point Brands Inc$55.8M642,7310.41%
SCCOSouthern Copper Corp$55.7M323,7150.41%
KNXKnight-Swift Transportation Ho$55.6M964,8820.41%
PWRQuanta Services Inc$55.2M100,5730.41%
TERTeradyne Inc$54.8M184,7650.40%
AAOIApplied Optoelectronics Inc$53.5M632,3370.39%
ORAOrmat Technologies Inc$52.8M471,7670.39%
GKOSGlaukos Corp$52.5M487,9120.39%
ARQTArcutis Biotherapeutics Inc$52.4M2,226,0290.39%
ESEESCO Technologies Inc$52.3M185,7050.38%
ITUBItau Unibanco Holding SA$52.1M6,221,5660.38%
TSTenaris SA$51.7M888,3460.38%
LGNLegence Corp$51.6M914,5660.38%
CAMTCamtek Ltd/Israel$50.4M332,1480.37%
GGALGrupo Financiero Galicia SA$49.8M1,067,2090.37%
AXSMAxsome Therapeutics Inc$49.4M292,3700.36%
Nuvalent IncNuvalent Inc$49.3M481,1800.36%
SMTCSemtech Corp$48.3M628,4560.36%
RIGTransocean Ltd$47.8M7,210,8690.35%
UAMYUnited States Antimony Corp$46.7M5,345,7100.34%
PAASPan American Silver Corp$46.6M853,1850.34%
DYDycom Industries Inc$46.5M137,3430.34%
ONCBeOne Medicines Ltd$46.0M155,0020.34%
SITESiteOne Landscape Supply Inc$45.9M344,8190.34%
DOCNDigitalOcean Holdings Inc$45.0M524,1840.33%
TNLTravel and Leisure Co$44.2M638,9650.32%
TNDMTandem Diabetes Care Inc$44.2M2,304,4140.32%
NXENexGen Energy Ltd$43.8M3,773,0190.32%
CRCrane Co$43.3M253,4980.32%
CUBICustomers Bancorp Inc$43.3M623,5140.32%
FCFSFirstCash Holdings Inc$42.0M223,5260.31%
AMLXAmylyx Pharmaceuticals Inc$41.5M2,987,1470.31%
BKUBankUnited Inc$41.5M919,0350.31%
FPSForgent Power Solutions Inc$40.5M1,384,1230.30%
AXONAxon Enterprise Inc$40.4M95,0570.30%
ZWSZurn Elkay Water Solutions Cor$40.2M897,6140.30%
MKTXMarketAxess Holdings Inc$39.5M239,2560.29%
1U5WaVe Life Sciences Ltd$39.4M5,431,0210.29%
TPRTapestry Inc$38.5M272,5480.28%
MWHSolv Energy Inc$38.2M1,270,5060.28%
CECOCECO Environmental Corp$38.1M639,8920.28%
TVTXTravere Therapeutics Inc$38.1M1,282,5180.28%
TEXTerex Corp$38.0M642,4230.28%
RYTMRhythm Pharmaceuticals Inc$38.0M436,5460.28%
CHRDChord Energy Corp$37.9M266,8870.28%
MPMP Materials Corp$37.6M779,4680.28%
INVXInnovex International Inc$37.5M1,536,3090.28%
VSXYVictoria's Secret & Co$37.0M797,0900.27%
RBCRBC Bearings Inc$36.8M67,7890.27%
FSSFederal Signal Corp$36.7M339,4420.27%
FIVEFive Below Inc$35.8M156,7900.26%
LECOLincoln Electric Holdings Inc$35.8M143,6030.26%
BWBabcock & Wilcox Enterprises I$35.0M2,380,6130.26%
CASYCasey's General Stores Inc$34.9M47,9550.26%
LIVNLivaNova PLC$34.6M543,7170.25%
PBFPBF Energy Inc$33.9M711,9720.25%
MTZMasTec Inc$33.5M104,0020.25%
DOOBRP Inc$32.0M445,7620.24%
DRUGBright Minds Biosciences Inc$31.6M432,5150.23%
TDYTeledyne Technologies Inc$31.5M52,0450.23%
OSISOSI Systems Inc$31.3M117,9630.23%
ATIATI Inc$30.9M212,7340.23%
EATBrinker International Inc$30.8M215,4920.23%
TTITETRA Technologies Inc$30.6M3,591,0260.22%
PPTAPerpetua Resources Corp$30.5M1,086,0040.22%
VICRVicor Corp$30.5M189,4630.22%
MBXMBX Biosciences Inc$30.4M1,018,2120.22%
APEIAmerican Public Education Inc$30.3M532,2950.22%

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.

Read the original

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

What a 13F cannot show you

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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