Driehaus Capital Management LLC
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 +108% over 3 years (+44 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 | $404.25 (+320%) | 2026-03-31 |
| PRAX Praxis Precision Medicines, Inc. Common Stock | 2.2% | 949K | $306M | ▲ 1.7% (+16K) | $163.75 | $307.83 (+88%) | 2026-03-31 |
| XENE Xenon Pharmaceuticals Inc | 1.9% | 4.5M | $261M | ▼ 1.0% (−47K) | $36.73 | $62.67 (+71%) | 2026-03-31 |
| CRNX Crinetics Pharmaceuticals, Inc. | 1.7% | 6.4M | $232M | — | $23.00 | $83.52 (+263%) | 2026-03-31 |
| PL Planet Labs PBC | 1.6% | 7.9M | $221M | ▼ 7.0% (−593K) | $10.08 | $20.48 (+103%) | 2026-03-31 |
| FN Fabrinet | 1.5% | 391K | $204M | ▲ 62% (+150K) | $374.91 | $435.41 (+16%) | 2026-03-31 |
| APGE Apogee Therapeutics, Inc. Common Stock | 1.2% | 1.9M | $162M | ▼ 12% (−263K) | $41.44 | $134.09 (+224%) | 2026-03-31 |
| LITE Lumentum Holdings Inc. Common Stock | 1.2% | 229K | $161M | ▼ 33% (−112K) | $95.06 | $713.94 (+651%) | 2026-03-31 |
| CW Curtiss-Wright Corp. | 1.1% | 226K | $154M | ▼ 1.7% (−4K) | $245.95 | $724.00 (+194%) | 2026-03-31 |
| BAP Credicorp LTD | 1.1% | 451K | $153M | ▼ 4.5% (−21K) | $169.47 | $400.58 (+136%) | 2026-03-31 |
| FTAI FTAI Aviation Ltd. Common Stock | 1.0% | 580K | $142M | ▼ 17% (−121K) | $54.31 | $206.00 (+279%) | 2026-03-31 |
| EWTX Edgewise Therapeutics, Inc. Common Stock | 1.0% | 4.5M | $141M | ▲ 6.8% (+287K) | $21.55 | $38.43 (+78%) | 2026-03-31 |
| GH Guardant Health, Inc. Common Stock | 1.0% | 1.5M | $141M | ▼ 29% (−619K) | $44.67 | $161.99 (+263%) | 2026-03-31 |
| SYRE Spyre Therapeutics, Inc. Common Stock | 1.0% | 2.8M | $141M | ▼ 3.2% (−92K) | $25.68 | $98.33 (+283%) | 2026-03-31 |
| IDCC InterDigital, Inc. | 0.9% | 418K | $126M | ▲ 11% (+43K) | $278.53 | $304.82 (+9%) | 2026-03-31 |
| NXT Nextpower Inc. Class A Common Stock | 0.9% | 1.0M | $125M | ▲ 30% (+238K) | $77.23 | $89.87 (+16%) | 2026-03-31 |
| CRS Carpenter Technology Corp | 0.9% | 315K | $124M | ▼ 22% (−88K) | $187.22 | $519.66 (+178%) | 2026-03-31 |
| COHR Coherent Corp. | 0.9% | 516K | $123M | ▲ 15% (+68K) | $100.74 | $262.89 (+161%) | 2026-03-31 |
| BE Bloom Energy Corporation | 0.8% | 850K | $115M | ▲ 65% (+334K) | $65.82 | $205.81 (+213%) | 2026-03-31 |
| UEC Uranium Energy Corp. | 0.8% | 8.3M | $113M | ▼ 8.5% (−778K) | $5.94 | $9.60 (+62%) | 2026-03-31 |
| DFTX Definium Therapeutics, Inc. Common Shares | 0.8% | 5.9M | $112M | ▼ 9.6% (−625K) | $18.90 | $43.52 (+130%) | 2026-03-31 |
| IBN Icici Bank Ltd | 0.8% | 4.3M | $110M | ▲ 4.8% (+193K) | $23.59 | $29.99 (+27%) | 2026-03-31 |
| CCJ Cameco Corporation | 0.8% | 1.0M | $110M | ▼ 33% (−510K) | $50.52 | $86.38 (+71%) | 2026-03-31 |
| MOD Modine Manufacturing Co | 0.8% | 495K | $107M | ▲ 3.0% (+14K) | $92.89 | $201.06 (+116%) | 2026-03-31 |
| SEPN Septerna, Inc. Common Stock | 0.8% | 4.4M | $106M | ▼ 8.6% (−414K) | $16.94 | $34.45 (+103%) | 2026-03-31 |
| NU Nu Holdings Ltd. | 0.8% | 7.3M | $105M | ▼ 5.4% (−418K) | $13.55 | $14.33 (+6%) | 2026-03-31 |
| LASR nLIGHT, Inc. Common Stock | 0.7% | 1.8M | $101M | ▲ 142% (+1.0M) | $48.96 | $68.80 (+41%) | 2026-03-31 |
| VIST Vista Energy Sab De Cv | 0.7% | 1.3M | $94M | ▲ 73% (+528K) | $59.41 | $70.45 (+19%) | 2026-03-31 |
| SRRK Scholar Rock Holding Corporation Common Stock | 0.7% | 1.9M | $94M | ▼ 1.7% (−33K) | $38.16 | $47.30 (+24%) | 2026-03-31 |
| VSEC VSE Corp | 0.7% | 509K | $94M | ▼ 2.1% (−11K) | $133.75 | $194.39 (+45%) | 2026-03-31 |
| SEI Solaris Energy Infrastructure, Inc. | 0.7% | 1.6M | $92M | ▲ 33% (+400K) | $35.63 | $51.41 (+44%) | 2026-03-31 |
| SAIA Saia, Inc. | 0.7% | 258K | $91M | ▲ 76% (+111K) | $337.70 | $347.63 (+3%) | 2026-03-31 |
| EYE National Vision Holdings, Inc. Common Stock | 0.7% | 3.5M | $90M | ▼ 3.7% (−135K) | $25.93 | $22.04 (−15%) | 2026-03-31 |
| IMNM Immunome, Inc. | 0.7% | 4.1M | $90M | ▲ 11% (+394K) | $19.59 | $22.76 (+16%) | 2026-03-31 |
| YUMC Yum China Holdings, Inc. Common Stock | 0.7% | 1.8M | $89M | NEW (+1.8M) | $49.67 | $48.18 (−3%) | 2026-03-31 |
| FMX Fomento Economico Mexicano S | 0.7% | 803K | $89M | ▲ 19% (+130K) | $104.57 | $127.99 (+22%) | 2026-03-31 |
| ROAD Construction Partners, Inc. Class A Common Stock | 0.7% | 794K | $88M | ▲ 15% (+101K) | $72.87 | $103.35 (+42%) | 2026-03-31 |
| WULF TeraWulf Inc. Common Stock | 0.6% | 6.1M | $87M | ▲ 3.4% (+199K) | $9.09 | $17.66 (+94%) | 2026-03-31 |
| KYMR Kymera Therapeutics, Inc. Common Stock | 0.6% | 1.0M | $87M | ▼ 2.4% (−26K) | $48.36 | $103.40 (+114%) | 2026-03-31 |
| BBIO BridgeBio Pharma, Inc. Common Stock | 0.6% | 1.1M | $85M | ▼ 32% (−534K) | $36.00 | $80.09 (+122%) | 2026-03-31 |
| SITM SiTime Corporation Common Stock | 0.6% | 228K | $79M | ▼ 45% (−185K) | $213.65 | $535.20 (+151%) | 2026-03-31 |
| KRMN Karman Holdings Inc. | 0.6% | 977K | $78M | ▼ 28% (−378K) | $43.55 | $48.15 (+11%) | 2026-03-31 |
| GPCR Structure Therapeutics Inc | 0.6% | 1.6M | $76M | ▼ 4.0% (−65K) | $52.11 | $48.04 (−8%) | 2026-03-31 |
| PTGX Protagonist Therapeutics, Inc | 0.6% | 721K | $76M | ▼ 34% (−378K) | $53.14 | $136.64 (+157%) | 2026-03-31 |
| MTDR MATADOR RESOURCES COMPANY | 0.6% | 1.2M | $75M | NEW (+1.2M) | $65.21 | $49.89 (−23%) | 2026-03-31 |
| MTSI MACOM Technology Solutions Holdings, Inc | 0.6% | 337K | $75M | ▼ 30% (−145K) | $148.49 | $251.44 (+69%) | 2026-03-31 |
| ARWR Arrowhead Research Corporation | 0.6% | 1.2M | $75M | ▼ 33% (−579K) | $34.51 | $84.65 (+145%) | 2026-03-31 |
| EOSE Eos Energy Enterprises, Inc. Class A Common Stock | 0.5% | 14.9M | $74M | ▲ 4.2% (+599K) | $8.10 | $3.38 (−58%) | 2026-03-31 |
| COCO The Vita Coco Company, Inc. Common Stock | 0.5% | 1.5M | $73M | ▲ 50% (+509K) | $41.54 | $65.94 (+59%) | 2026-03-31 |
| FTI TechnipFMC plc Ordinary Share | 0.5% | 1.0M | $72M | ▼ 25% (−345K) | $21.25 | $71.66 (+237%) | 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?
+108% (13F-replication, price return), +44 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 ▾
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.