DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings416 positions
TAIWAN SEMICONDUCTOR MANUFAC | 2.6M | $579.7M | 4.6% | $64.27 | +247.60% | 26 qtrssince 2019-Q1 | Decreased 0 |
CAMECO CORP | 2.7M | $197.7M | 1.6% | $50.09 | +47.92% | 16 qtrssince 2021-Q3 | Increased 62 |
ICICI BK LTD | 5.9M | $197.4M | 1.6% | $19.20 | +73.85% | 26 qtrssince 2019-Q1 | Decreased 0 |
AXON ENTERPRISE INC | 232,551 | $192.5M | 1.5% | $266.20 | +211.03% | 23 qtrssince 2019-Q4 | Increased 52 |
CYBERARK SOFTWARE LTD | 454,923 | $185.1M | 1.5% | $227.54 | +74.86% | 15 qtrssince 2021-Q4 | Increased 51 |
CRINETICS PHARMACEUTICALS IN | 6.4M | $184.1M | 1.5% | $26.52 | +8.43% | 21 qtrssince 2020-Q2 | Increased 49 |
NATERA INC | 985,105 | $166.4M | 1.3% | $78.97 | +113.94% | 12 qtrssince 2022-Q3 | Increased 50 |
MERCADOLIBRE INC | 54,562 | $142.6M | 1.1% | $1,715.04 | +52.39% | 12 qtrssince 2022-Q3 | Decreased 0 |
XENON PHARMACEUTICALS INC | 4.3M | $135.7M | 1.1% | $27.52 | +17.72% | 22 qtrssince 2020-Q1 | Decreased 0 |
CREDO TECHNOLOGY GROUP HOLDI | 1.5M | $135.6M | 1.1% | $92.59 | 0.00% | 1 qtr | New 69 |
CURTISS WRIGHT CORP | 276,123 | $134.9M | 1.1% | $238.61 | +104.43% | 14 qtrssince 2022-Q1 | Decreased 0 |
GUARDANT HEALTH INC | 2.5M | $128.8M | 1.0% | $44.67 | +16.50% | 2 qtrssince 2025-Q1 | Increased 59 |
CARPENTER TECHNOLOGY CORP | 456,674 | $126.2M | 1.0% | $169.76 | +62.37% | 4 qtrssince 2024-Q3 | Decreased 0 |
CARVANA CO | 372,785 | $125.6M | 1.0% | $22.23 | +203.18% | 8 qtrssince 2023-Q3 | Increased 51 |
ASTERA LABS INC | 1.3M | $121.7M | 1.0% | $96.63 | -6.43% | 4 qtrssince 2024-Q3 | Increased 68 |
TRANSMEDICS GROUP INC | 854,039 | $114.4M | 0.9% | $69.20 | +93.65% | 13 qtrssince 2022-Q2 | Increased 47 |
CONSTRUCTION PARTNERS INC | 1.1M | $113.7M | 0.9% | $67.31 | +57.90% | 7 qtrssince 2023-Q4 | Increased 53 |
HDFC BANK LTD | 1.4M | $109.6M | 0.9% | $37.86 | 0.00% | 1 qtr | New 59 |
COMMVAULT SYS INC | 620,898 | $108.2M | 0.9% | $155.32 | +12.24% | 4 qtrssince 2024-Q3 | Increased 49 |
SITIME CORP | 500,787 | $106.7M | 0.9% | $201.06 | +5.91% | 5 qtrssince 2024-Q2 | Increased 68 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $12.5B across 416 positions as of Q2 2025. Top holdings: TSM (4.6%), CCJ (1.6%), IBN (1.6%). Fund DNA: Diversified Scout. HoldingsIntel Score: 1.5/5.0.
Active quarter - 128 new positions, 106 exits, 126 increased. Top move: CRDO (NEW, conviction 69). Portfolio: $12.5B across 416 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