DRIEHAUS CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings375 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.1M | $533.4M | 4.6% | $63.22 | +176.88% | 23 qtrssince 2019-Q1 | Decreased 0 |
CRINETICS PHARMACEUTICALS IN | 5.9M | $300.7M | 2.6% | $25.10 | +102.22% | 18 qtrssince 2020-Q2 | Decreased 0 |
TransMedics Group, Inc. | 1.4M | $226.4M | 1.9% | $63.04 | +152.46% | 10 qtrssince 2022-Q2 | Decreased 0 |
ICICI BANK LTD-SPON ADR | 6.7M | $199.3M | 1.7% | $18.60 | +59.22% | 23 qtrssince 2019-Q1 | Increased 51 |
VAXCYTE INC | 1.7M | $196.7M | 1.7% | $48.10 | +135.20% | 11 qtrssince 2022-Q1 | Decreased 0 |
MODINE MANUFACTURING CO | 1.4M | $186M | 1.6% | $66.41 | +98.35% | 8 qtrssince 2022-Q4 | Increased 60 |
XENON PHARMACEUTICALS INC | 4.6M | $180.9M | 1.6% | $27.43 | +40.91% | 19 qtrssince 2020-Q1 | Increased 50 |
FTAI AVIATION LTD | 1.3M | $178.3M | 1.5% | $27.55 | +374.08% | 7 qtrssince 2023-Q1 | Decreased 0 |
AXON ENTERPRISE INC | 418,304 | $167.2M | 1.4% | $197.68 | +99.99% | 20 qtrssince 2019-Q4 | Decreased 0 |
APOGEE THERAPEUTICS INC | 2.5M | $148.8M | 1.3% | $40.80 | +42.14% | 5 qtrssince 2023-Q3 | Increased 57 |
II-VI INC | 1.5M | $134.5M | 1.2% | $71.58 | +25.50% | 3 qtrssince 2024-Q1 | Increased 55 |
MERCADOLIBRE INC | 63,987 | $131.3M | 1.1% | $1,590.46 | +29.82% | 9 qtrssince 2022-Q3 | Increased 77 |
SWEETGREEN INC | 3.4M | $121.1M | 1.0% | $30.22 | +18.96% | 3 qtrssince 2024-Q1 | Increased 59 |
GLAUKOS CORP | 861,607 | $112.3M | 1.0% | $85.88 | +49.38% | 6 qtrssince 2023-Q2 | Increased 45 |
NATERA INC | 882,729 | $112.1M | 1.0% | $69.40 | +81.15% | 9 qtrssince 2022-Q3 | Decreased 0 |
STRUCTURE THERAPEUTICS INC | 2.5M | $110.9M | 1.0% | $38.67 | +7.97% | 7 qtrssince 2023-Q1 | Decreased 0 |
ITAU UNIBANCO H-SPON PRF ADR | 16.1M | $107M | 0.9% | $4.91 | +1.93% | 3 qtrssince 2024-Q1 | Increased 68 |
CYBERARK SOFTWARE LTD | 363,474 | $106M | 0.9% | $186.06 | +52.04% | 12 qtrssince 2021-Q4 | Increased 45 |
FRESHPET INC | 771,517 | $105.5M | 0.9% | $92.44 | +46.85% | 5 qtrssince 2023-Q3 | Increased 45 |
MONDAY COM LTD | 377,089 | $104.7M | 0.9% | $163.17 | +66.68% | 7 qtrssince 2023-Q1 | Decreased 0 |
DRIEHAUS CAPITAL MANAGEMENT LLC manages $11.6B across 375 positions as of Q3 2024. Top holdings: TSM (4.6%), CRNX (2.6%), TMDX (1.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 101 new positions, 87 exits, 149 increased. Top move: MELI (INCREASED, conviction 77). Portfolio: $11.6B across 375 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