DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings377 positions
TAIWAN SEMICONDUCTOR MANUFAC | 3.3M | $364.7M | 4.3% | $44.58 | +131.19% | 11 qtrssince 2019-Q1 | Increased 59 |
ICICI BK LTD | 8.3M | $156.6M | 1.9% | $13.16 | +39.05% | 11 qtrssince 2019-Q1 | Increased 58 |
CELSIUS HLDGS INC | 1.3M | $121.2M | 1.4% | $11.29 | +166.10% | 6 qtrssince 2020-Q2 | Increased 49 |
JD.COM INC | 1.6M | $112.9M | 1.3% | $69.66 | -6.71% | 7 qtrssince 2020-Q1 | Increased 67 |
SPRINGWORKS THERAPEUTICS INC | 1.6M | $103.7M | 1.2% | — | — | 9 qtrssince 2019-Q3 | Increased 56 |
CYTOKINETICS INC | 2.9M | $103.3M | 1.2% | $12.27 | +173.80% | 10 qtrssince 2019-Q2 | Decreased 0 |
NATERA INC | 907,528 | $101.1M | 1.2% | $44.42 | +150.90% | 10 qtrssince 2019-Q2 | Increased 54 |
CALIX INC | 2M | $100.4M | 1.2% | $30.54 | +57.83% | 5 qtrssince 2020-Q3 | Increased 53 |
RELAY THERAPEUTICS INC | 3.1M | $96.2M | 1.1% | $37.23 | -10.30% | 5 qtrssince 2020-Q3 | Increased 50 |
AMBARELLA INC | 577,341 | $89.9M | 1.1% | $135.63 | +14.08% | 3 qtrssince 2021-Q1 | Increased 76 |
VISA INC | 386,001 | $86M | 1.0% | $207.41 | +3.41% | 4 qtrssince 2020-Q4 | Decreased 0 |
ENDAVA PLC | 602,163 | $81.8M | 1.0% | $49.41 | +171.94% | 11 qtrssince 2019-Q1 | Increased 46 |
GRID DYNAMICS HLDGS INC | 2.7M | $79.5M | 0.9% | $23.01 | +26.98% | 7 qtrssince 2020-Q1 | Increased 68 |
CROCS INC | 543,842 | $78M | 0.9% | $73.49 | +103.86% | 9 qtrssince 2019-Q3 | Increased 57 |
EPAM SYS INC | 136,357 | $77.8M | 0.9% | $337.68 | +68.87% | 11 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE TR | 2.1M | $77.4M | 0.9% | $24.53 | +41.60% | 10 qtrssince 2019-Q2 | Increased 48 |
Sea Ltd | 238,238 | $75.9M | 0.9% | $140.83 | +121.39% | 11 qtrssince 2019-Q1 | Increased 43 |
HDFC BANK LTD | 1M | $75.8M | 0.9% | $27.15 | +25.95% | 11 qtrssince 2019-Q1 | Increased 49 |
BOOT BARN HLDGS INC | 851,037 | $75.6M | 0.9% | $63.10 | +53.46% | 4 qtrssince 2020-Q4 | Increased 45 |
SITIME CORP | 368,234 | $75.2M | 0.9% | $36.08 | +429.37% | 8 qtrssince 2019-Q4 | Increased 43 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $8.4B across 377 positions as of Q3 2021. Top holdings: TSM (4.3%), IBN (1.9%), CELH (1.4%). Fund DNA: Diversified Scout. HoldingsIntel Score: 1.5/5.0.
Active quarter - 111 new positions, 154 exits, 164 increased. Top move: AMBA (INCREASED, conviction 76). Portfolio: $8.4B across 377 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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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