DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings361 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.3M | $571.6M | 5.5% | $63.22 | +169.42% | 22 qtrssince 2019-Q1 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 6.1M | $273.8M | 2.6% | $25.10 | +78.47% | 17 qtrssince 2020-Q2 | Increased 61 |
TransMedics Group, Inc. | 1.5M | $223.8M | 2.2% | $63.04 | +138.94% | 9 qtrssince 2022-Q2 | Increased 61 |
CAMECO CORP | 3.9M | $192.6M | 1.9% | $29.85 | +64.20% | 12 qtrssince 2021-Q3 | Increased 50 |
ICICI BANK LTD-SPON ADR | 6.4M | $183.4M | 1.8% | $18.06 | +56.93% | 22 qtrssince 2019-Q1 | Increased 52 |
XENON PHARMACEUTICALS INC | 4.4M | $172.3M | 1.7% | $26.98 | +44.51% | 18 qtrssince 2020-Q1 | Increased 49 |
CAMTEK LTD | 1.3M | $167.7M | 1.6% | $63.43 | +97.45% | 4 qtrssince 2023-Q3 | Decreased 0 |
FTAI AVIATION LTD | 1.6M | $160.8M | 1.6% | $27.55 | +267.19% | 6 qtrssince 2023-Q1 | Decreased 0 |
VAXCYTE INC | 1.9M | $146.1M | 1.4% | $48.10 | +56.98% | 10 qtrssince 2022-Q1 | Increased 49 |
NATERA INC | 1.2M | $132.2M | 1.3% | $69.40 | +56.04% | 8 qtrssince 2022-Q3 | Increased 54 |
AXON ENTERPRISE INC | 434,459 | $127.8M | 1.2% | $197.68 | +48.85% | 19 qtrssince 2019-Q4 | Decreased 0 |
CREDO TECHNOLOGY GROUP HOLDI | 3.8M | $121.1M | 1.2% | $20.76 | +53.88% | 5 qtrssince 2023-Q2 | Increased 49 |
BELLRING BRANDS INC | 2.1M | $117.9M | 1.1% | $37.32 | +53.13% | 7 qtrssince 2022-Q4 | Increased 50 |
ONTO INNOVATION INC | 535,769 | $117.6M | 1.1% | $137.62 | +59.54% | 4 qtrssince 2023-Q3 | Increased 48 |
MODINE MANUFACTURING CO | 1.1M | $110.4M | 1.1% | $48.69 | +105.76% | 7 qtrssince 2022-Q4 | Increased 61 |
STRUCTURE THERAPEUTICS INC | 2.6M | $101.2M | 1.0% | $38.67 | +1.56% | 6 qtrssince 2023-Q1 | Increased 44 |
TENCENT MUSIC ENTERTAINM-ADR | 7.1M | $100.2M | 1.0% | $10.55 | +31.54% | 3 qtrssince 2023-Q4 | Increased 55 |
e.l.f. Beauty, Inc. | 474,562 | $100M | 1.0% | $34.74 | +506.62% | 10 qtrssince 2022-Q1 | Increased 42 |
| 117,996 | $96.7M | 0.9% | — | — | 7 qtrssince 2022-Q4 | Decreased 0 | |
GLAUKOS CORP | 803,650 | $95.1M | 0.9% | $82.83 | +42.89% | 5 qtrssince 2023-Q2 | Increased 51 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $10.3B across 361 positions as of Q2 2024. Top holdings: TSM (5.5%), CRNX (2.6%), TMDX (2.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 80 new positions, 99 exits, 147 increased. Top move: CRNX (INCREASED, conviction 61). Portfolio: $10.3B across 361 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