DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings377 positions
TAIWAN SEMICONDUCTOR MFG LTD | 3.8M | $394.8M | 4.8% | $53.47 | +81.59% | 13 qtrssince 2019-Q1 | Increased 58 |
Cameco Corporation | 5M | $146.2M | 1.8% | $23.70 | +21.59% | 3 qtrssince 2021-Q3 | Increased 64 |
Relay Therapeutics Inc | 4.1M | $121.2M | 1.5% | $35.80 | -14.36% | 7 qtrssince 2020-Q3 | Increased 47 |
ICICI BK LTD ADR | 6.3M | $119.5M | 1.5% | $13.66 | +34.44% | 13 qtrssince 2019-Q1 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 4.9M | $108.5M | 1.3% | $21.36 | +2.78% | 8 qtrssince 2020-Q2 | Increased 49 |
SPRINGWORKS THERAPEUTICS INC | 1.8M | $104M | 1.3% | — | — | 11 qtrssince 2019-Q3 | Increased 49 |
XENON PHARMACEUTICALS INC COM | 3.3M | $100.9M | 1.2% | $23.95 | +25.78% | 9 qtrssince 2020-Q1 | Increased 50 |
HDFC BANK LTD | 1.5M | $92.5M | 1.1% | $28.06 | +2.10% | 13 qtrssince 2019-Q1 | Increased 48 |
AXCELIS TECHNOLOGIES INC COM NEW | 1.2M | $90.5M | 1.1% | $51.78 | +49.56% | 5 qtrssince 2021-Q1 | Decreased 0 |
WILLSCOT HLDGS CORP COM CL A | 2.3M | $89.7M | 1.1% | $35.62 | +10.99% | 3 qtrssince 2021-Q3 | Increased 55 |
Matador Resources Company | 1.6M | $86.5M | 1.1% | $28.72 | +69.88% | 6 qtrssince 2020-Q4 | Increased 70 |
INFOSYS LTD | 3.4M | $85.8M | 1.1% | $20.61 | -47.93% | 6 qtrssince 2020-Q4 | Increased 56 |
INSPIRE MED SYS INC COM | 315,387 | $81M | 1.0% | $161.45 | +59.80% | 13 qtrssince 2019-Q1 | Increased 48 |
MP MATERIALS CORP COM CL A | 1.4M | $78.3M | 1.0% | $37.22 | +51.51% | 6 qtrssince 2020-Q4 | Increased 46 |
NEWMONT CORP | 915,351 | $72.7M | 0.9% | $71.33 | 0.00% | 1 qtr | New 58 |
GOLDEN ENTERTAINMENT INC | 1.2M | $71.2M | 0.9% | $35.84 | +41.88% | 6 qtrssince 2020-Q4 | Increased 48 |
CYTOKINETICS INC COM NEW | 1.9M | $69.5M | 0.9% | $12.27 | +197.76% | 12 qtrssince 2019-Q2 | Decreased 0 |
TRIUMPH FINANCIAL INC COM | 684,700 | $64.4M | 0.8% | $50.85 | +87.70% | 11 qtrssince 2019-Q3 | Decreased 0 |
UNITED PARKS & RESORTS INC COM | 862,320 | $64.2M | 0.8% | $60.48 | -45.98% | 5 qtrssince 2021-Q1 | Increased 52 |
WISDOMTREE INDIA EARNINGS FUND | 1.8M | $63.3M | 0.8% | $24.58 | +38.14% | 12 qtrssince 2019-Q2 | Decreased 0 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $8.1B across 377 positions as of Q1 2022. Top holdings: TSM (4.8%), CCJ (1.8%), RLAY (1.5%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 110 new positions, 97 exits, 86 increased. Top move: MTDR (INCREASED, conviction 70). Portfolio: $8.1B across 377 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR