DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings361 positions
TAIWAN SEMICONDUCTOR MANUFAC | 3.3M | $571.6M | 5.5% | $62.71 | +169.47% | 22 qtrssince 2019-Q1 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 6.1M | $273.8M | 2.6% | $25.28 | +77.21% | 17 qtrssince 2020-Q2 | Increased 61 |
TRANSMEDICS GROUP INC | 1.5M | $223.8M | 2.2% | $62.84 | +139.70% | 9 qtrssince 2022-Q2 | Increased 61 |
CAMECO CORP | 3.9M | $192.6M | 1.9% | $30.19 | +62.35% | 12 qtrssince 2021-Q3 | Increased 50 |
ICICI BANK LTD | 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% | $69.69 | +55.39% | 8 qtrssince 2022-Q3 | Increased 54 |
AXON ENTERPRISE INC | 434,459 | $127.8M | 1.2% | $198.84 | +47.98% | 19 qtrssince 2019-Q4 | Decreased 0 |
CREDO TECHNOLOGY GROUP HOLDI | 3.8M | $121.1M | 1.2% | $20.74 | +54.02% | 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 MFG CO | 1.1M | $110.4M | 1.1% | $48.84 | +105.15% | 7 qtrssince 2022-Q4 | Increased 61 |
STRUCTURE THERAPEUTICS INC | 2.6M | $101.2M | 1.0% | $39.34 | -0.17% | 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 |
ELF 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: Diversified Scout. HoldingsIntel Score: 2/5.0.
Active quarter - 81 new positions, 100 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
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
Verify source filings on SEC EDGAR