DC
Driehaus Capital Management LLC
Driehaus Capital Management LLC · Investor
1Y performance ⓘ
+31%
AUM (13F)
$13.6B
# of Holdings
354
3Y performance ⓘ
+75%
vs S&P 500 ⓘ
−4%
Updated
Mar 31
Driehaus Capital Management LLC's Driehaus Capital Management LLC holds 354 U.S.-equity positions worth $13.6B (SEC 13F, Q1 2026). Top positions: Tsmc 3.1%, Praxis Precision Medicines, Inc. Common Stock 2.2%, Xenon Pharmaceuticals Inc 1.9%. 13F-replication return is +75% over 3 years (-4 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TSM Tsmc | 3.1% | 1.3M | $427M | ▼ 42% (−899K) | $96.24 | $456.19 (+374%) | 2026-03-31 |
| PRAX Praxis Precision Medicines, Inc. Common Stock | 2.2% | 949K | $306M | ▲ 1.7% (+16K) | $163.75 | $288.87 (+76%) | 2026-03-31 |
| XENE Xenon Pharmaceuticals Inc | 1.9% | 4.5M | $261M | ▼ 1.0% (−47K) | $36.73 | $39.62 (+8%) | 2026-03-31 |
| CRNX Crinetics Pharmaceuticals, Inc. | 1.7% | 6.4M | $232M | — | $23.00 | — (+58%) | 2026-03-31 |
| PL Planet Labs PBC | 1.6% | 7.9M | $221M | ▼ 7.0% (−593K) | $10.08 | $16.27 (+61%) | 2026-03-31 |
| FN Fabrinet | 1.5% | 391K | $204M | ▲ 62% (+150K) | $374.91 | $426.80 (+14%) | 2026-03-31 |
| APGE Apogee Therapeutics, Inc. Common Stock | 1.2% | 1.9M | $162M | ▼ 12% (−263K) | $41.44 | — (+103%) | 2026-03-31 |
| LITE Lumentum Holdings Inc. Common Stock | 1.2% | 229K | $161M | ▼ 33% (−112K) | $95.06 | $983.62 (+935%) | 2026-03-31 |
| CW Curtiss-Wright Corp. | 1.1% | 226K | $154M | ▼ 1.7% (−4K) | $245.95 | $538.63 (+119%) | 2026-03-31 |
| BAP Credicorp LTD | 1.1% | 451K | $153M | ▼ 4.5% (−21K) | $169.47 | $375.06 (+121%) | 2026-03-31 |
| FTAI FTAI Aviation Ltd. Common Stock | 1.0% | 580K | $142M | ▼ 17% (−121K) | $54.31 | $167.03 (+208%) | 2026-03-31 |
| EWTX Edgewise Therapeutics, Inc. Common Stock | 1.0% | 4.5M | $141M | ▲ 6.8% (+287K) | $21.55 | $40.65 (+89%) | 2026-03-31 |
| GH Guardant Health, Inc. Common Stock | 1.0% | 1.5M | $141M | ▼ 29% (−619K) | $44.67 | $177.00 (+296%) | 2026-03-31 |
| SYRE Spyre Therapeutics, Inc. Common Stock | 1.0% | 2.8M | $141M | ▼ 3.2% (−92K) | $25.68 | $90.56 (+253%) | 2026-03-31 |
| IDCC InterDigital, Inc. | 0.9% | 418K | $126M | ▲ 11% (+43K) | $278.53 | $330.63 (+19%) | 2026-03-31 |
| NXT Nextpower Inc. Class A Common Stock | 0.9% | 1.0M | $125M | ▲ 30% (+238K) | $77.23 | $78.18 (+1%) | 2026-03-31 |
| CRS Carpenter Technology Corp | 0.9% | 315K | $124M | ▼ 22% (−88K) | $187.22 | $387.73 (+107%) | 2026-03-31 |
| COHR Coherent Corp. | 0.9% | 516K | $123M | ▲ 15% (+68K) | $100.74 | $289.90 (+188%) | 2026-03-31 |
| BE Bloom Energy Corporation | 0.8% | 850K | $115M | ▲ 65% (+334K) | $65.82 | $279.73 (+325%) | 2026-03-31 |
| UEC Uranium Energy Corp. | 0.8% | 8.3M | $113M | ▼ 8.5% (−778K) | $5.94 | $9.30 (+57%) | 2026-03-31 |
| DFTX Definium Therapeutics, Inc. Common Shares | 0.8% | 5.9M | $112M | ▼ 9.6% (−625K) | $18.90 | $38.56 (+104%) | 2026-03-31 |
| IBN Icici Bank Ltd | 0.8% | 4.3M | $110M | ▲ 4.8% (+193K) | $23.59 | $27.55 (+17%) | 2026-03-31 |
| CCJ Cameco Corporation | 0.8% | 1.0M | $110M | ▼ 33% (−510K) | $50.52 | $86.66 (+72%) | 2026-03-31 |
| MOD Modine Manufacturing Co | 0.8% | 495K | $107M | ▲ 3.0% (+14K) | $92.89 | $185.81 (+100%) | 2026-03-31 |
| SEPN Septerna, Inc. Common Stock | 0.8% | 4.4M | $106M | ▼ 8.6% (−414K) | $16.94 | $38.67 (+128%) | 2026-03-31 |
| NU Nu Holdings Ltd. | 0.8% | 7.3M | $105M | ▼ 5.4% (−418K) | $13.55 | $13.22 (−2%) | 2026-03-31 |
| LASR nLIGHT, Inc. Common Stock | 0.7% | 1.8M | $101M | ▲ 142% (+1.0M) | $48.96 | $39.00 (−20%) | 2026-03-31 |
| VIST Vista Energy Sab De Cv | 0.7% | 1.3M | $94M | ▲ 73% (+528K) | $59.41 | $64.91 (+9%) | 2026-03-31 |
| SRRK Scholar Rock Holding Corporation Common Stock | 0.7% | 1.9M | $94M | ▼ 1.7% (−33K) | $38.16 | $48.52 (+27%) | 2026-03-31 |
| VSEC VSE Corp | 0.7% | 509K | $94M | ▼ 2.1% (−11K) | $133.75 | $161.79 (+21%) | 2026-03-31 |
| SEI Solaris Energy Infrastructure, Inc. | 0.7% | 1.6M | $92M | ▲ 33% (+400K) | $35.63 | $71.55 (+101%) | 2026-03-31 |
| SAIA Saia, Inc. | 0.7% | 258K | $91M | ▲ 76% (+111K) | $337.70 | $329.93 (−2%) | 2026-03-31 |
| EYE National Vision Holdings, Inc. Common Stock | 0.7% | 3.5M | $90M | ▼ 3.7% (−135K) | $25.93 | $16.52 (−36%) | 2026-03-31 |
| IMNM Immunome, Inc. | 0.7% | 4.1M | $90M | ▲ 11% (+394K) | $19.59 | $21.41 (+9%) | 2026-03-31 |
| YUMC Yum China Holdings, Inc. Common Stock | 0.7% | 1.8M | $89M | NEW (+1.8M) | $49.67 | $41.02 (−17%) | 2026-03-31 |
| FMX Fomento Economico Mexicano S | 0.7% | 803K | $89M | ▲ 19% (+130K) | $104.57 | $117.73 (+13%) | 2026-03-31 |
| ROAD Construction Partners, Inc. Class A Common Stock | 0.7% | 794K | $88M | ▲ 15% (+101K) | $72.87 | $89.22 (+22%) | 2026-03-31 |
| WULF TeraWulf Inc. Common Stock | 0.6% | 6.1M | $87M | ▲ 3.4% (+199K) | $9.09 | $14.86 (+63%) | 2026-03-31 |
| KYMR Kymera Therapeutics, Inc. Common Stock | 0.6% | 1.0M | $87M | ▼ 2.4% (−26K) | $48.36 | $113.05 (+134%) | 2026-03-31 |
| BBIO BridgeBio Pharma, Inc. Common Stock | 0.6% | 1.1M | $85M | ▼ 32% (−534K) | $36.00 | $66.29 (+84%) | 2026-03-31 |
| SITM SiTime Corporation Common Stock | 0.6% | 228K | $79M | ▼ 45% (−185K) | $213.65 | $663.29 (+210%) | 2026-03-31 |
| KRMN Karman Holdings Inc. | 0.6% | 977K | $78M | ▼ 28% (−378K) | $43.55 | $32.46 (−25%) | 2026-03-31 |
| GPCR Structure Therapeutics Inc | 0.6% | 1.6M | $76M | ▼ 4.0% (−65K) | $52.11 | $30.73 (−41%) | 2026-03-31 |
| PTGX Protagonist Therapeutics, Inc | 0.6% | 721K | $76M | ▼ 34% (−378K) | $53.14 | $140.09 (+164%) | 2026-03-31 |
| MTDR MATADOR RESOURCES COMPANY | 0.6% | 1.2M | $75M | NEW (+1.2M) | $65.21 | $51.84 (−21%) | 2026-03-31 |
| MTSI MACOM Technology Solutions Holdings, Inc | 0.6% | 337K | $75M | ▼ 30% (−145K) | $148.49 | $287.55 (+94%) | 2026-03-31 |
| ARWR Arrowhead Research Corporation | 0.6% | 1.2M | $75M | ▼ 33% (−579K) | $34.51 | $65.63 (+90%) | 2026-03-31 |
| EOSE Eos Energy Enterprises, Inc. Class A Common Stock | 0.5% | 14.9M | $74M | ▲ 4.2% (+599K) | $8.10 | $3.02 (−63%) | 2026-03-31 |
| COCO The Vita Coco Company, Inc. Common Stock | 0.5% | 1.5M | $73M | ▲ 50% (+509K) | $41.54 | $58.05 (+40%) | 2026-03-31 |
| FTI TechnipFMC plc Ordinary Share | 0.5% | 1.0M | $72M | ▼ 25% (−345K) | $21.25 | $68.14 (+221%) | 2026-03-31 |
Showing top 50 of 354 holdings by value.
FAQ ▾
What are Driehaus Capital Management LLC's largest holdings?
As of the latest 13F: Tsmc 3.1%, Praxis Precision Medicines, Inc. Common Stock 2.2%, Xenon Pharmaceuticals Inc 1.9%, Crinetics Pharmaceuticals, Inc. 1.7%, Planet Labs PBC 1.6%.
How big is Driehaus Capital Management LLC's 13F portfolio?
$13.6B across 354 disclosed U.S.-equity positions.
What is Driehaus Capital Management LLC's 3-year performance?
+75% (13F-replication, price return), -4 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.