DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings420 positions
TAIWAN SEMICONDUCTOR MANUFAC | 3.2M | $380.2M | 5.0% | $42.69 | +158.77% | 10 qtrssince 2019-Q1 | Increased 65 |
ICICI BK LTD | 6.7M | $114.1M | 1.5% | $11.91 | +38.83% | 10 qtrssince 2019-Q1 | Increased 52 |
SPRINGWORKS THERAPEUTICS INC | 1.4M | $113.4M | 1.5% | — | — | 8 qtrssince 2019-Q3 | Increased 52 |
NVIDIA CORPORATION | 141,290 | $113M | 1.5% | $19.63 | +1.45% | 7 qtrssince 2019-Q4 | Increased 76 |
ALIBABA GROUP HLDG LTD | 482,019 | $109.3M | 1.4% | $182.58 | +19.34% | 10 qtrssince 2019-Q1 | Decreased 0 |
RELAY THERAPEUTICS INC | 2.9M | $104.4M | 1.4% | $37.49 | -0.51% | 4 qtrssince 2020-Q3 | Increased 53 |
VISA INC | 428,607 | $100.2M | 1.3% | $207.41 | +8.40% | 3 qtrssince 2020-Q4 | Increased 48 |
CELSIUS HOLDINGS INC | 1.3M | $99.2M | 1.3% | $10.68 | +137.53% | 5 qtrssince 2020-Q2 | Increased 56 |
EPAM SYS INC | 176,660 | $90.3M | 1.2% | $337.68 | +53.76% | 10 qtrssince 2019-Q1 | Decreased 0 |
NATERA INC | 790,635 | $89.8M | 1.2% | $34.51 | +229.00% | 9 qtrssince 2019-Q2 | Increased 48 |
CALIX INC | 1.8M | $86.4M | 1.1% | $28.48 | +68.45% | 4 qtrssince 2020-Q3 | Increased 50 |
JD.COM INC | 1M | $80.4M | 1.1% | $72.24 | +0.18% | 6 qtrssince 2020-Q1 | Increased 76 |
ULTRA CLEAN HOLDINGS INC | 1.3M | $70.6M | 0.9% | $34.64 | +55.09% | 7 qtrssince 2019-Q4 | Increased 43 |
BOOT BARN HOLDINGS INC | 797,610 | $67M | 0.9% | $60.84 | +34.27% | 3 qtrssince 2020-Q4 | Increased 58 |
BILIBILI INC | 544,793 | $66.4M | 0.9% | $125.09 | -88.75% | 4 qtrssince 2020-Q3 | Increased 67 |
GROWGENERATION CORP | 1.4M | $65.3M | 0.9% | $10.48 | +135.30% | 5 qtrssince 2020-Q2 | Increased 43 |
HDFC BANK LTD | 886,669 | $64.8M | 0.9% | $25.95 | +31.32% | 10 qtrssince 2019-Q1 | Decreased 0 |
SEA LTD | 233,925 | $64.2M | 0.9% | $137.67 | +108.60% | 10 qtrssince 2019-Q1 | Increased 56 |
NEBIUS GROUP N.V. | 905,916 | $64.1M | 0.8% | — | — | 10 qtrssince 2019-Q1 | Increased 67 |
ENDAVA PLC | 553,121 | $62.7M | 0.8% | $41.88 | +176.92% | 10 qtrssince 2019-Q1 | Increased 46 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $7.5B across 420 positions as of Q2 2021. Top holdings: TSM (5.0%), IBN (1.5%), SWTX (1.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 1.5/5.0.
Active quarter - 116 new positions, 130 exits, 134 increased. Top move: NVDA (INCREASED, conviction 76). Portfolio: $7.5B across 420 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
Verify source filings on SEC EDGAR