DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings354 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 984,500 | $470.2M | 2.7% | $64.83 | +544.06% | 30 qtrssince 2019-Q1 | Decreased 0 |
Definium Therapeutics, Inc. | 6.8M | $322M | 1.9% | $17.60 | +132.86% | 3 qtrssince 2025-Q4 | Increased 56 |
PRAXIS PRECISION MEDICINES I | 959,048 | $321.1M | 1.9% | $166.75 | +106.74% | 10 qtrssince 2024-Q1 | Increased 49 |
XENON PHARMACEUTICALS INC | 4.4M | $266.7M | 1.5% | $28.88 | +107.76% | 26 qtrssince 2020-Q1 | Decreased 0 |
SILICON MOTION TECHNOL-ADR | 786,074 | $262M | 1.5% | $179.81 | +36.71% | 5 qtrssince 2025-Q2 | Increased 68 |
Spyre Therapeutics, Inc | 2.8M | $248.5M | 1.4% | $23.60 | +282.93% | 12 qtrssince 2023-Q3 | Increased 48 |
CRINETICS PHARMACEUTICALS IN | 6.5M | $241.9M | 1.4% | $26.84 | +216.12% | 25 qtrssince 2020-Q2 | Increased 49 |
APOGEE THERAPEUTICS INC | 1.7M | $231M | 1.3% | $41.31 | +226.75% | 12 qtrssince 2023-Q3 | Decreased 0 |
Guardant Health, Inc. | 1.5M | $230.1M | 1.3% | $45.50 | +254.97% | 6 qtrssince 2025-Q1 | Increased 48 |
PLANET LABS PBC | 6.7M | $222.7M | 1.3% | $9.96 | +100.69% | 5 qtrssince 2025-Q2 | Decreased 0 |
CREDICORP LTD | 557,228 | $217.1M | 1.3% | $203.65 | +80.90% | 10 qtrssince 2024-Q1 | Increased 59 |
EDGEWISE THERAPEUTICS INC | 4.7M | $192.1M | 1.1% | $22.22 | +92.43% | 11 qtrssince 2023-Q4 | Increased 51 |
Vicor Corporation | 496,507 | $188.6M | 1.1% | $311.93 | -39.81% | 2 qtrssince 2026-Q1 | Increased 78 |
ULTRA CLEAN HLDGS INC | 1.3M | $186.7M | 1.1% | $63.78 | +8.93% | 4 qtrssince 2025-Q3 | Increased 58 |
CURTISS-WRIGHT CORP | 229,123 | $173.6M | 1.0% | $246.23 | +142.20% | 18 qtrssince 2022-Q1 | Increased 49 |
Xometry, Inc. Class A | 1.8M | $170.7M | 1.0% | $57.64 | +63.27% | 7 qtrssince 2024-Q4 | Increased 50 |
TeraWulf Inc. | 6.2M | $152.2M | 0.9% | $9.30 | +65.04% | 5 qtrssince 2025-Q2 | Increased 43 |
Septerna, Inc. | 4.4M | $148.5M | 0.9% | $17.24 | +125.73% | 7 qtrssince 2024-Q4 | Increased 43 |
NEXTRACKER INC-CL A | 1.2M | $143.8M | 0.8% | $77.66 | +10.02% | 6 qtrssince 2025-Q1 | Increased 49 |
CECO Environmental Corp. | 1.6M | $141.6M | 0.8% | $65.87 | +5.78% | 11 qtrssince 2023-Q4 | Increased 69 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $17.3B across 354 positions as of Q2 2026. Top holdings: TSM (2.7%), DFTX (1.9%), PRAX (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2/5.0.
Active quarter - 84 new positions, 85 exits, 140 increased. Top move: VICR (INCREASED, conviction 78). Portfolio: $17.3B across 354 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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