DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings355 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.3M | $427.5M | 3.1% | $64.83 | +444.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
PRAXIS PRECISION MEDICINES I | 949,225 | $305.8M | 2.2% | $165.02 | +92.84% | 9 qtrssince 2024-Q1 | Increased 54 |
XENON PHARMACEUTICALS INC | 4.5M | $261.2M | 1.9% | $28.88 | +51.65% | 25 qtrssince 2020-Q1 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 6.4M | $232.3M | 1.7% | $26.62 | +50.71% | 24 qtrssince 2020-Q2 | Increased 48 |
PLANET LABS PBC | 7.9M | $221.3M | 1.6% | $9.96 | +154.13% | 4 qtrssince 2025-Q2 | Decreased 0 |
FABRINET | 391,081 | $204M | 1.5% | $404.12 | +36.85% | 4 qtrssince 2025-Q2 | Increased 70 |
APOGEE THERAPEUTICS INC | 1.9M | $161.7M | 1.2% | $41.31 | +65.83% | 11 qtrssince 2023-Q3 | Decreased 0 |
LUMENTUM HOLDINGS INC | 228,995 | $160.9M | 1.2% | $94.75 | +632.91% | 4 qtrssince 2025-Q2 | Decreased 0 |
CURTISS-WRIGHT CORP | 225,759 | $153.8M | 1.1% | $238.61 | +185.36% | 17 qtrssince 2022-Q1 | Decreased 0 |
CREDICORP LTD | 450,730 | $152.9M | 1.1% | $170.02 | +95.67% | 9 qtrssince 2024-Q1 | Decreased 0 |
FTAI AVIATION LTD | 579,521 | $142M | 1.0% | $52.86 | +361.70% | 13 qtrssince 2023-Q1 | Decreased 0 |
EDGEWISE THERAPEUTICS INC | 4.5M | $141.1M | 1.0% | $21.19 | +35.96% | 10 qtrssince 2023-Q4 | Increased 51 |
Guardant Health, Inc. | 1.5M | $140.8M | 1.0% | $44.83 | +108.11% | 5 qtrssince 2025-Q1 | Decreased 0 |
Spyre Therapeutics, Inc | 2.8M | $140.8M | 1.0% | $23.40 | +71.23% | 11 qtrssince 2023-Q3 | Decreased 0 |
INTERDIGITAL INC | 417,727 | $126.2M | 0.9% | $289.26 | +28.19% | 4 qtrssince 2025-Q2 | Increased 47 |
NEXTRACKER INC-CL A | 1M | $125.1M | 0.9% | $70.88 | +42.73% | 5 qtrssince 2025-Q1 | Increased 53 |
CARPENTER TECHNOLOGY | 315,457 | $124.3M | 0.9% | $216.19 | +82.23% | 7 qtrssince 2024-Q3 | Decreased 0 |
II-VI INC | 516,229 | $123M | 0.9% | $105.90 | +165.17% | 9 qtrssince 2024-Q1 | Increased 49 |
BLOOM ENERGY CORP- A | 849,801 | $115.1M | 0.8% | $104.60 | +29.53% | 3 qtrssince 2025-Q3 | Increased 62 |
URANIUM ENERGY CORP | 8.3M | $112.5M | 0.8% | $5.98 | +143.35% | 16 qtrssince 2022-Q2 | Decreased 0 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $13.6B across 355 positions as of Q1 2026. Top holdings: TSM (3.1%), PRAX (2.2%), XENE (1.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 88 new positions, 137 exits, 91 increased. Top move: FN (INCREASED, conviction 70). Portfolio: $13.6B across 355 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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